Education Course Catalog

If you wish to learn more about Socrata Education Packages, or your organization's current Education subscription, please contact your Socrata Account Manager or support@socrata.com.

Want to sign up for a class? Go to learn.socrata.com.

NOTE: we strongly suggest taking our Live courses in order to get hands-on practice with Socrata products. OnDemand courses are excellent for review.

List of Courses

LIVE COURSES  ONDEMAND COURSES


DIGITAL CENTER of EXCELLENCE

Map Out Your Digital Center of Excellence Strategy

Duration: OnDemand 10 minutes [ENROLL]

Audience: all Socrata users, leaders

A Digital Center of Excellence (DCoE) acts as a hub of best practices, policies, data standards, education, and support to scale the data program across divisions and departments. Learn how to get started with yours.

By the end of this course you will be able to:

  • Discuss the elements of a Digital Center of Excellence.
  • Define key personnel roles and their part to play in this data program.
  • Identify and prioritize strategic objectives to target first with a data program.
  • List the top pain points and map to data that measures progress.

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Developing Your Data Governance Policies and Standards

Duration: OnDemand 30 minutes [ENROLL]

Audience: all Socrata users, leaders

In this course, you will:

  • Identify elements from the data governance policies of other organizations that would work in your own organizations.
  • Identify the factors that influence standards for metadata and data quality.
  • Understand the elements of effective data sharing and collaboration.
  • Draft a data governance policy.

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SOCRATA PLATFORM

Make the Most of the Latest Features

Duration: OnDemand topics from 1 to 8 minutes [ENROLL]

During this course, you'll learn about the newest features and see how you can use this new functionality.

Participants will walk away with the insight and inspiration to harness the power of the tools at your fingertips and make the most of your data.

Topics Include:

  • Make your Data More Impactful with *NEW* Data Visualization Canvas
  • Use *NEW* Performance Goals Narrative Editor with Ease

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Create and Manage Your Socrata Dataset

Duration: Live 1.5 hours [ENROLL]

Audience: all Socrata users

The "Create and Manage your Socrata Dataset" course is an introductory course that is ideal for individuals who:

  • Are new to the role of publishing on a new or established Socrata Publica Open Data site.
  • Will serve as an Administrator for a Publica Open Data site and need an understanding of the publishing experience.

In this course we offer hands-on activities to enable fluency in uploading, publishing and navigating a dataset.

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.

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Visualize Data with Socrata

Duration: Live 1.5 hours [ENROLL]

Audience: all Socrata users

Are new to the role of publishing on a new or established Socrata site.The "Visualize Data with Socrata" course is an introductory course that is ideal for individuals who:

  • Will utilize the visualization capabilities of your Socrata site for reporting, analysis, and engagement.

In this course we offer hands-on activities to enable fluency in creating visualizations with data on the Socrata platform.

After this course, you will be able to:

  • Create and manage visualizations created on the Socrata platform.
  • Utilize best practices for visualizing data.
  • Identify methods for connecting data to third party visualization tools.

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The Story of Open Data

Duration: OnDemand 15 minutes [ENROLL]

Audience: all Socrata users

Where did the open data movement start and why? How does that fit into your day-to-day? What are data, datasets, and how are they different from databases? This course answers these questions and more.

After this course you will be able to:

  • Discuss the origin and concepts of open data.
  • Identify high-level program goals and describe end users of open data.
  • Describe how data looks to end users and how they might transform and use it.

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Prepare Your Data for Socrata

Duration: OnDemand 25 minutes [ENROLL]

Audience: all Socrata users

Have data that is ready for Socrata? In this course, you will learn concepts, best practices and actions to take to prepare data to be used successfully on Socrata. You'll learn:

  • how to select data that will be useful for you target audience.
  • best practices for data types, format and table structure.
  • how to ensure your data is clean, usable and reliable.

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Data Analysis Tools and Connections on Socrata

Duration: Live 1 hour [ENROLL]
Audience: data publishers and admins

Learn how you can connect data on Socrata to tools for data analysis and business intelligence. You'll also practice using technical resources that can help you make use of Socrata's APIs.

By the end of this course, you will be able to:

  • Establish refreshed data connections to analytical tools.
  • Empower your data analysts or get started with technical resources yourself.
  • Improve a common data task or routine analysis you’re responsible for.
  • Discuss preparation for setting up analytics in Tableau, Excel, R, and other tools.

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Socrata Publica Site Administration

Duration: Live 3 hours [ENROLL]
Audience: site administrators

Make data-driven decisions using platform-based analytical tools.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:

  • 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.

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STORYTELLING

Tell a Story With Socrata Perspectives

Duration: Live 2 hours [ENROLL]

Audience: editors and other users

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

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

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PERFORMANCE

Build Goals and Dashboard Using Socrata Performance

Duration:

Audience: editors, Performance administrators, and publishers

Create and manage a goal dashboard, tile, and pagesIf you are working on an 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  Performance Dashboard and the relationship between the different components. After this course, you will be able to:

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

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Socrata Performance Site Administration

Duration:

Audience: site administrators

Manage your site to support a growing performance programAdministers 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:

  • 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

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PUBLISHING

Introduction to Automated Publishing

Duration: Live 1 hour [ENROLL]

Audience: publishers, site administrators, and data program managers

Determine your organization’s best integration strategyLearn 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:

  • Integrate your existing data with your Open Data Portal, including:
    • Data Sync
    • FME Socrata Writer
    • Pentaho Kettle

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Create and Update Your Dataset with Pentaho Data Integration

Duration: OnDemand 10 minutes [ENROLL]

Audience: data publishers

Pentaho Data Integration offers users the ability to extract their data, transform it into meaningful datasets and load it onto Socrata. Setting up the Free Community Edition can help your organization to save time and money in your data management and integration processes.

In this course, you will learn:

  • What Pentaho Data Integration is and why you should use it.
  • How to set up Pentaho Data Integration and configure it for Socrata.
  • Where to find help and support in using Pentaho Data Integration.

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Create and Update your Dataset with the Socrata Publishing API

Duration: OnDemand 16 minutes [ENROLL]

Audience: data publishers

APIs are a powerful way to get data onto Socrata in an automated, auditable way. The Socrata Publishing API provides the most direct connection between your source system and your Socrata platform. In this course, you will learn:

  • How to decide to use an API.
  • How to set up the Socrata publishing API.
  • How to update a dataset with the API.

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Create and Update your Dataset with FME

Duration: OnDemand 42 minutes [ENROLL]

Audience: data publishers

FME is a powerful ETL tool that you can use to integrate data onto your Socrata Platform. FME allows your to connect with many different types of source systems and data formats to create your Socrata datasets.

At the end of this course, you will be able to:

  • Connect to the Socrata Writer.
  • Apply simple transformations to your dataset using FME.
  • Combine spatial and tabular data using FME.
  • Use FME to create or update datasets on Socrata.
  • If you are considering including FME as part of your Data Integration Strategy this is the right course for you.

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Advanced Data Integration

Duration: Live 1 hour [ENROLL]

Audience: data analysts and developers

Prerequisites: Introduction to Automated Publishing or familiarity 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.

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PUBLIC FINANCE

Configure Your Socrata Public Finance Site

Duration: 

Audience: site administrators and general users

Customize the look and feel of your siteLearn everything you need to know to autonomously maintain and grow your finance sites and transparency program. After this course, you will be able to:

  • 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

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Citizen Connect Site Administration

Duration: OnDemand 40 minutes [ENROLL]

Audience: site administrators

Change the structure of a dataset.This course will teach you how to manage Citizen Connect after it has been launched. You will learn to:

  • Replace a dataset.
  • Modify categories.
  • Update overview content.

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Configure Capital Projects Explorer

Duration: OnDemand 40 minutes [ENROLL]

Audience: program managers

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

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

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Configure Your Insights Dashboard

Duration: OnDemand 12 minutes [ENROLL]

Audience: site administrators

Configure and categorize essential metrics for territories.This course will teach you how to manage Insights Dashboard once it has been set up. You will learn to:

  • Link Component Cards, including HTML, Budget, Snapshot, and Analytics cards, to data.

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SOCRATA OPEN DATA API (SODA)

Discover the Open Data Network (ODN)

Duration: OnDemand 15 minutes [ENROLL]

Audience: all Socrata users

After watching this course's videos and completing a Knowledge Check quiz, 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).

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MARKETING

Launching & Promoting Your Data Program

Duration: OnDemand 30 minutes [ENROLL]

Audience: all Socrata users

Create press releases and social media campaignsGet ideas for promoting your data program and learn all about the Socrata Program Launch Kit.

After this course you will be able to:

  • Start promoting your data program by creating press releases.
  • Create social media campaigns.
  • Use the Socrata Program Launch Kit to drive traffic to your site.

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