This article is for anyone involved in preparing data for exchange on Senate, usually analysts. It takes you through all the steps involved in getting your data uploaded onto Senate so that it can be used by others or your own organization.
If you are preparing PI data for matching, additional steps are involved to tokenize PI and append tokens to tables for matching. Configuration of packages is also required for matching projects. Please refer to Overview of Senate Matching.
The steps for preparing your data for upload and exchange on Senate are:
1. Prepare data for exchange
Data uploaded to Senate must not contain any personally identifiable information (PII). If you are preparing data for a matching project, please append the tokens to your file prior to uploading to Senate.
Complete the following steps:
- uploading your file to Senate
- creating a database
- creating a table for your database
- loading data to a table
- creating a view of your table (this step is optional; complete this step if you only want to share a view of the table, for e.g. you can apply filters, aggregations, joins, etc)
2. Create data packages for exchange
- Create a data package to reference any the files, tables and/or views you want to share, not just data files.
- You can re-use the same package for other projects or create a new package if you would like to share different files/tables/views.
- If a package is approved for exchange in a project (via a data license), a copy of files/tables/views referenced in the package will be made and provided to the authorized recipient.
- Data from the package can be provisioned in a Discovery Workspace for analysis via Senate if this is allowed in the data license.
3. Set up a term sheet
- Create a term sheet to set out the variable terms between your organization and Data Republic to control how your database or its contents can be shared by Data Republic.
- This task is normally performed by a user in your organization who is responsible for setting up the terms under which your data can be shared by Data Republic, usually a project manager.
- Contact Data Republic if you're unsure who is responsible for creating term sheets. The term sheet will also require approval by a manager (in your organization) with term sheet approver permissions.
What do I need to do next?
Once a data package is created:
1. Add the package to your project:
- How do I add a package?
- You must be part of an existing project to complete this step. Alternatively, anyone in your organization can select your package and add it to their project to set up an exchange;
- The organization requesting access to your package must create a data license in the project to request approval for permitted use.
2. Create a Data Listing:
- How do I create a listing?
- Create a Data Listing if would like to list your data for exchange in the Data Republic Catalog (marketplace) or your organization's Closed Catalog to increase discoverability of your dataset (across your organization).