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Creating Custom Metadata

Socrata contains a number of default metadata fields, but many organizations have their own metadata standards, so we have a tool where you can create custom metadata to meet those organizational needs.

Custom metadata is broken down into fieldsets and fields. A fieldset is a way to logically and visually group one or more custom fields together.

Fields can be configured in multiple ways. They can be required, which will be enforced when publishers create new datasets and update existing metadata. They can also be private, meaning that the values entered will not be visible to the public.

Finally, you can choose to pre-define the options for your fields if you wish to have values chosen from a list rather than entered as free-form text.

Creating Custom Metadata

In order create Custom Metadata, an Administrator or Designer will navigate to the Metadata page within the Administration Panel on your Socrata site.

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Once on the Metadata page, you will first need to create a custom Fieldset, which can contain one or more specific fields.

Once the Fieldset is created, you will need to create a Field. The field will be how the metadata is described when viewing the dataset. After the field has been created you will see a few more options.

  • Make Required - Makes the field required, datasets will not be published until this field is filled out.
  • Make Private - Makes the field inaccessible to public users.
  • Up/Down - Change the ordering of the field within the fieldset
  • Remove - Deletes the field completely.

You can also a set of Allowed Values, which will force the field to use a drop-down populated with these values when editing the metadata of your dataset.

To set this list simply click the "+" mark under Allowed Values and enter the value. You can add additional values by using the "+" symbol which appears under the current value. You can remove the value by hitting the "x" next to the value.

Deleting Custom Metadata Fields

At any point, you can delete custom metadata field and fieldsets. Removing an entire fieldset will also remove all fields. Please note that there is no way to undo these changes.

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It is important to note that removing fields or fieldsets from the metadata page will not remove the metadata from the datasets themselves. While the fields will not be available for new datasets, previous datasets containing these fields will have to do be modified individually,

 

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