Courses

Want to sign up for a class? Go to learn.socrata.com or follow this link.

PUBLICA

PUBLISH AND VISUALIZE DATA USING SOCRATA PUBLICA

Live (3 hours) and OnDemand (45 minutes)

Audience:

Site administrators

Review Publica basic skills and learn how to invite others to collaboratively work on datasets. We offer hands-on activities to enable fluency in uploading and publishing, navigating a dataset, and creating visualizations. After this course, you will be able to:

• Prepare a dataset for uploading
• Publish a dataset for public discoverability
• Aggregate data
• Consume a publicly available dataset

Increase visibility to published datasets, filtered views, and visualizations

DESIGN SESSION BASICS FOR SOCRATA PUBLICA

OnDemand (25 minutes)

Audience:

Site administrators

Learn about Socrata, Publica, and get prepared for your Design Session. After this course, you will be able to:

• Discuss the purpose of a Socrata site and the audience it’s intended to serve
• Fully participate in a Socrata Program Manager led Design Session.

SOCRATA PUBLICA SITE ADMINISTRATION

Live (3 hours) and OnDemand (60 minutes)

Audience:

Site administrators

This course is all about hands-on activities for administering a site, including how to add users and select site roles and permissions, configure metadata, understand site analytics, and share data through Federation. After this course, you will be able to:

• Make data-driven decisions using platform-based analytical tools.
• Manage the look and feel of a Publica site.
• Set custom fields and categories to enhance metadata for a dataset.
• Create a template for exporting and embedding datasets, views, and visualizations.

STORYTELLING
TELL A STORY WITH SOCRATA PERSPECTIVES

Live (2 hours) and On Demand (50 minutes)

Audience:

Users that will be creating or editing stories on their domain

With Socrata Perspectives, you can easily and quickly produce narrative reports and stories. After this course, you will be able to:

• Create and edit a story
• Take advantage of the different types of media that are supported
• Manage the story, invite collaborators and share it with others

PERFORMANCE
BUILD GOALS AND DASHBOARDS USING SOCRATA PERFORMANCE

Live (3 hours) OnDemand (2 hours)

Audience:

Open Performance site editors, administrators, and publishers

If you are working on an Open Performance site as an administrator, publisher, or editor then this course is just what you'll need to successfully track your performance. We will introduce you to the structure of an Open Performance Dashboard and the relationship between the different components. After this course, you will be able to:

• Create and manage a goal dashboard, tile, and pages
• Configure a prevailing measure, which is a key component to a goal.
• Add supporting measures and goal narratives
• Find answers to all of your Open Performance questions

SOCRATA PERFORMANCE SITE ADMINISTRATION

Live (2 hours) OnDemand (1 hour)

Audience:

Site administrators

Administers of performance sites will learn how to manage their site to support and grow their performance program. After this course, you will be able to:

• Manage your site to support a growing performance program
• Configure the look and feel of the site
• Set custom fields and categories to enhance dataset metadata, federate data from one site to another
• Manage permissions
• Monitor dataset activity

PUBLISHING
INTRODUCTION TO AUTOMATED PUBLISHING

Live (1 hour)

Audience:

Publishers, site administrators, and Open Data program managers

Learn what it takes to automate publishing data to the Socrata platform. We’ll cover workflow basics, options for integrating your existing data, FME Socrata Writer, and Pentaho Kettle.  After this course, you will be able to:

• Determine your organization’s best integration strategy
• Integrate your existing data with your Open Data Portal, including:
  • Data Sync
  • FME Socrata Writer
  • Pentaho Kettle

ADVANCED DATA INTEGRATION

Live (1 hour)

Audience:	Data analysts and developers
Prerequisites:	Introduction to Automated Publishing -or- Familiar with publishing on the Socrata Platform

Bring your questions, workflows, error messages, and more. Your integration support specialist will be available to answer questions about setting up updates, automating, scheduling, and any general integration challenges you might have. The first 20 minutes will be reserved for a short demo and then the rest of the time will be open office hours.

PUBLIC FINANCE
CONFIGURE YOUR SOCRATA PUBLIC FINANCE SITE

Live (3 hours) and OnDemand (90 minutes)

Audience:

Site administrators and end users

Learn everything you need to know to autonomously maintain and grow your finance sites and transparency program. After this course, you will be able to:

• Customize the look and feel of your site
• Manage user permissions for your program
• Manage the data that powers your site
• Configure annotations, common questions, related content, and homepage cards for each site

CITIZEN CONNECT ADMINISTRATION

OnDemand (40 minutes)

Audience:

Site administrators

This course will teach you how to manage Citizen Connect after it has been launched. You will learn to:

• Change the structure of a dataset.
• Replace a dataset.
• Modify categories.
• Update overview content.

CAPITAL PROJECTS EXPLORER ADMINISTRATION & CONFIGURATION

OnDemand (40 minutes)

Audience:

Program Managers

This course will teach you how to manage Capital Projects Explorer after it has been launched. You will learn how to:

• Organize projects.
• Add new projects to existing categories.
• Add new categories and subcategories.
• Categorize filters.
• Update the homepage, including images.

INSIGHTS DASHBOARD ADMINISTRATION & CONFIGURATION

OnDemand (12 minutes)

Audience:

Administrators

This course will teach you how to manage Insights Dashboard once it has been set up. You will learn to:

• Configure and categorize essential metrics for territories.
• Link Component Cards, including HTML, Budget, Snapshot, and Analytics cards, to data.

SOCRATA OPEN DATA API (SODA)
DISCOVER THE OPEN DATA NETWORK (ODN)

OnDemand (15 minutes)

Audience:

Anyone

Learn why the Open Data Network is a valuable tool for citizens nationwide. After this course, you will be able to:

• Describe what the Open Data Network (ODN) is.
• Describe a way in which ODN is able to visualize data.
• Navigate and use the site (https://www.opendatanetwork.com).

MARKETING
LAUNCHING & PROMOTING YOUR DATA PROGRAM

OnDemand (30 minutes)

Audience:

Anyone

Get ideas for promoting your data program and learn all about the Socrata Program Launch Kit. After this course, you will be able to:

• Create press releases and social media campaigns
• Use the Socrata Program Launch Kit to drive traffic to your site