Detailed Steps for Uploading Data to the Portal

Referenced from:

🔼4. Upload the Dataset

Below are the detailed steps broken up into the following sections:

Experience errors during the upload process?

Reach out to the open data team at the Department of Technology.

1. Create dataset on the open data portal & add initial metadata

Step	Screenshot
Login to the open data portal
Click on the My Datasets tab
Click the button labeled Add Dataset
Enter metadata by copying from the Metadata Template to the relevant fields. Step 3 in this handbook covers the creation of metadata. Fields are ordered in the template the same as they are in the interface.
Ensure the field License is entered as Other (Public Domain)
Ensure the Visibility is set to Private. This is the default.
Click the button labeled Next: Add Data

Step

Screenshot

Click on the My Datasets tab

Click the button labeled Add Dataset

Enter metadata by copying from the Metadata Template to the relevant fields. Step 3 in this handbook covers the creation of metadata. Fields are ordered in the template the same as they are in the interface.

Ensure the field License is entered as Other (Public Domain)

Ensure the Visibility is set to Private. This is the default.

Click the button labeled Next: Add Data

2. Upload data resources

Step	Screenshot
After clicking Next Add Data in the previous step, you will see an interface to add files by uploading or linking
Click the button labeled Upload
Select your data file and click Open. Data files must be in an open format like CSV.
Add a Title and Description. See guidance on writing titles and descriptions.
Do not enter anything in Format. This will be detected by the system.
If you have another data file to upload, click the button labeled Save & add another. Repeat the steps starting at the top of this section.
If you want to add more non-data resources like documentation, click the button labeled Save & add another and skip to the next section where you'll continue adding non-data files.
If you are done adding data files and have no other files to add in the next section, click the button labeled Finish

Step

Screenshot

After clicking Next Add Data in the previous step, you will see an interface to add files by uploading or linking

Click the button labeled Upload

Select your data file and click Open. Data files must be in an open format like CSV.

Add a Title and Description. See guidance on writing titles and descriptions.

Do not enter anything in Format. This will be detected by the system.

If you have another data file to upload, click the button labeled Save & add another. Repeat the steps starting at the top of this section.

If you want to add more non-data resources like documentation, click the button labeled Save & add another and skip to the next section where you'll continue adding non-data files.

If you are done adding data files and have no other files to add in the next section, click the button labeled Finish

Step	Screenshot
If you do not have additional non-data resources to add, you can skip this section
Click the button labeled Upload
Select your non-data file and click Open. If you are providing additional reference documentation, PDF is the best format to provide this in.
Add a Title and Description
Do not enter anything in Format. This will be detected by the system.
If you have another non-data file to upload, click the button labeled Save & add another. Repeat the steps starting at the top of this section.
If you are done adding files, click the button labeled Finish.

Step

Screenshot

If you do not have additional non-data resources to add, you can skip this section

Click the button labeled Upload

Select your non-data file and click Open. If you are providing additional reference documentation, PDF is the best format to provide this in.

Add a Title and Description

Do not enter anything in Format. This will be detected by the system.

If you have another non-data file to upload, click the button labeled Save & add another. Repeat the steps starting at the top of this section.

If you are done adding files, click the button labeled Finish.

4. Add field definitions to your data

Step	Screenshot
After completing your data and non-data resource uploads, you will be taken to a private view of your dataset. You will see the dataset denoted as Private.
Click the button labeled Manage in the upper right
Click the Resources tab
Click on a data resource (e.g. CSV) to which you want to add a data dictionary
Click on the Data Dictionary tab
For each data field, copy information over from the Metadata Template workbook in the Data Dictionary Template sheet: Copy Field Label over to Label Copy Field Definition over to Description
Click the button labeled Save at the bottom
If you have multiple data files, repeat for each data file by clicking on the button labeled All resources at the top. Then select the next file to which you'd like to add data definitions.

Step

Screenshot

After completing your data and non-data resource uploads, you will be taken to a private view of your dataset. You will see the dataset denoted as Private.

Click the button labeled Manage in the upper right

Click the Resources tab

Click on a data resource (e.g. CSV) to which you want to add a data dictionary

Click on the Data Dictionary tab

For each data field, copy information over from the Metadata Template workbook in the Data Dictionary Template sheet:

Copy Field Label over to Label
Copy Field Definition over to Description

Click the button labeled Save at the bottom

If you have multiple data files, repeat for each data file by clicking on the button labeled All resources at the top. Then select the next file to which you'd like to add data definitions.

5. Review your dataset metadata

Step	Screenshot
From the page listing all of your resources, click View Dataset in the upper right
Review your dataset description for human readability and grammar
Check that your license is specified as Other (Public Domain) at the bottom of the left-most content
Check the accuracy of the other metadata in the Additional Info table at the bottom
If you catch any errors or omissions, click Manage in the upper right, which will take you back to the form entry for metadata
Make changes in the metadata form and click Update Dataset at the bottom

Step

Screenshot

From the page listing all of your resources, click View Dataset in the upper right

Review your dataset description for human readability and grammar

Check that your license is specified as Other (Public Domain) at the bottom of the left-most content

Check the accuracy of the other metadata in the Additional Info table at the bottom

If you catch any errors or omissions, click Manage in the upper right, which will take you back to the form entry for metadata

Make changes in the metadata form and click Update Dataset at the bottom

6. Review your resources

Step	Screenshot
From your private dataset page, scroll down to the section labeled Data and Resources
Click on each resource, which will take you to a preview
If you find any errors or omissions or need to re-upload your resource, click Manage in the upper right
Go back to the private dataset page and continue to check each resource until done

Step

Screenshot

From your private dataset page, scroll down to the section labeled Data and Resources

Click on each resource, which will take you to a preview

If you find any errors or omissions or need to re-upload your resource, click Manage in the upper right

Go back to the private dataset page and continue to check each resource until done

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.

You can copy the link to your private dataset and send to the reviewers and work with your Data Coordinator on final publishing approval
Reviewers must log in with their accounts to see the private dataset

8. Make public after approval

Step	Screenshot
After receiving publishing approval, login to the open data portal
Click on the My Datasets tab
Click on the dataset in your list you want to make public
Click Manage in the upper right
Set Visibility to Public
Click Update Dataset at the bottom of the page
Your dataset is now public

Step

Screenshot

After receiving publishing approval, login to the open data portal

Click on the My Datasets tab

Click on the dataset in your list you want to make public

Click Manage in the upper right

Set Visibility to Public

Click Update Dataset at the bottom of the page

Your dataset is now public

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