# 4. Upload the Dataset

This section provides instructions on how to upload a dataset. You can refer to the page on detailed steps for uploading data to the portal for deeper guidance.

{% hint style="warning" %}
**The following only applies to publishing directly on** [**https://data.ca.gov**](https://data.ca.gov)**.**

If you publish to another portal, please follow the directions provided by your State organization. [You can refer to the list of state organizations with their own portals](https://docs.data.ca.gov/california-open-data-publishers-handbook/reference/jason-add-reference-to-orgs-that-have-different-publishing).
{% endhint %}

{% hint style="warning" %}
**All reviewers must have accounts on data.ca.gov to review the private dataset**

If you haven't checked, make sure all reviewers have access to publishing within your organization on the portal. If you need to request access, [contact the open data team](mailto:opendata@state.ca.gov?subject=\[publisher_handbook]%20Requesting%20publisher%20permissions%20on%20data.ca.gov).
{% endhint %}

{% hint style="info" %}
**Check out these complementary videos on uploading data to the portal**

* [Introduction to the OpenGov porta](https://opengov.wistia.com/medias/ujfmnqys0i)[l](https://opengov.wistia.com/medias/ehimhonctb)
* [How to create the dataset](https://opengov.wistia.com/medias/ehimhonctb)
* [Manage data and resources](https://opengov.wistia.com/medias/fyeees62st)
  {% endhint %}

## Checklist

### Login and add new dataset

* [ ] [Login to the statewide open data portal](https://data.ca.gov/user/login)
* [ ] [Add new dataset from your profile page](https://data.ca.gov/dataset/new) (must be logged in to access this page)

### Enter metadata

* [ ] Copy content from the Metadata Template ([started in Step 1](https://docs.data.ca.gov/california-open-data-publishers-handbook/1.-review-the-pre-publishing-checklist)) from the Dataset Metadata worksheet tab into the form fields on the first screen
* [ ] Ensure the **License** is set to **Other (Public Domain).** This must be entered by the user at this time.
* [ ] Ensure the field **Visibility** is set to **Private** ([you will only make public upon receiving final publishing approval](https://docs.data.ca.gov/california-open-data-publishers-handbook/5.-get-publishing-approval))
* [ ] Click the button at the bottom labeled **Next: Add Data**

{% hint style="warning" %}
**Reminder: select Other (Public Domain) for your data license**

The portal gives you an option for license. At this time, we cannot default the license in the system, so enter this as Other (Public Domain).
{% endhint %}

### Add data and other relevant resources

* [ ] Upload your data resource on the second screen in an open file format (CSV format for data tables), enter in your title and description
* [ ] Upload any additional supporting resources like your data dictionary and other relevant documents
* [ ] Click the button labeled **Finish**
* [ ] Add data field labels and definitions to each data file

### Share private dataset for review

* [ ] Review your private dataset page and check for errors and omissions, make edits as needed
* [ ] Share your private dataset link with appropriate reviewers identified with your [Data Coordinator](https://docs.data.ca.gov/california-open-data-publishers-handbook/1.-review-the-pre-publishing-checklist#key-open-data-publishing-roles-defined) for feedback and approval

{% hint style="danger" %}
**Don't make your dataset public until you've received approval**

Publishing requires approval. Work with your [data coordinator](https://docs.data.ca.gov/california-open-data-publishers-handbook/1.-review-the-pre-publishing-checklist#key-open-data-publishing-roles-defined) to make sure you're following your organization's process.
{% endhint %}


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