Apply a Metadata Input Sheet

To apply metadata from a spreadsheet to variables in a dataset, use the Apply Metadata Input Sheet command.

  1. Navigate to a dataset.

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  2. Click the Apply Metadata Input Sheet button on the ribbon.

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  3. Select the Excel or CSV file that contains your metadata. See below for information on the required format.

  4. A summary of changes to be made will be displayed.

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  5. To apply the changes, click Save. To discard the changes, click Cancel.

See also

Metadata input sheets can also be applied via Bulk Ingest.

Download a Metadata Input Sheet template.

Metadata Input Sheet Columns

Name
Required. Matches the name of a variable in the data file.
Label
The variable label to be applied in the metadata.
Description
The variable description to be applied in the metadata.
Type
The type of the variable. Allowed values are Text, Numeric, Code, and DateTime.
MeasurementUnit
Describes the units of data in the variable (for example, meters, inches, minutes)
QuestionText
If present, creates a question item with the specified question text, and references it as the variable’s source question.
Codes
For Code variables, specifies the codes and categories (sometimes called value labels). The format of each cell mapped to a code list should be: 1, Choice One | 2, Choice Two | 3, Choice Three | 4, Choice Four.
MissingValueCodes
Specifies labelled missing values. The format is the same as the Codes column.
Topic
Specifies a topic for the variable. A topic hierarchy can be specified by separating levels with colons. To include an actual colon in the topic, use two colons.

Custom Fields in Metadata Input Sheets

Custom fields can also be applied to variables using a Metadata Input Sheet. To apply information in custom fields on a variable, add extra columns that begin with custom:. For example, to add a field named Curator, add a column named custom:Curator.

To apply information in custom fields on a question, add extra columns that begin with custom:question:. For example, to add a field named Curator, add a column named custom:question:Author.

An example metadata input sheet with custom fields may look like this:

Name Label Description Type Codes Topic custom:Curator
name The name of the respondent   Text   Admin Abigail
marstat The marital status of the respondent A longer description can go here. Code 1, Single | 2, Married Family Bob
age The age of the respondent   Numeric   Demographics Cecilia