1. The 10 Basicsof Uploading Datasets todata.cookcountyil.govA step-by-step guide
2. Step 1: What to PostWe want to post datasets that demonstrate the impact of your department to theresidents of Cook County.This could include data on:1. Output—transactations, customers served, services rendered and by area, $$$collected and by area, permits, violations, etc2. Historical information—one time upload3. Performance measures—post a subset of PM data, activity summary for aperiod of time; not to supersede performance management data4. Anonymous statistical information based on licenses, permits, services, etc5. Reports and studies—upload applicable reports and data from internal andthird-party studies6. Mainframe reports and queries– The ME and Animal Control use reports andqueries generated from the mainframe
3. Step 2: Preparing your datasetFor our uses, Socrata accepts 3 types of files:1. CSV or other tab-separated value2. Excel XLS3. Excel XLSXWhat about formatting?
4. Step 2: Preparing your datasetFormatting the dataset:1. No images2. No equations (csv), or be prepared to lose background equations (xls/x)3. No blank rows or columns to separate data4. One report per datasetIt is OK to keep some report formatting as seen above, but remember, for XLS/X files Socratawill delete the formatting. If you upload a .csv file, the formatting will delete anyway.
5. Step 3: Login using yourusername/passwordYour username and password combination was emailed to you. Your username is your CookCounty email address, you can customize your password. Most of you will have the ability toupload data, but not post.
6. Step 4: Uploading DataClick “Create a New Dataset” Click “Import a Data File”Click “On my Computer Click to Browse/Select a File
7. Step 5: Setting rules for import1. Plain Text—cell information is text2. Email– cell information is emailaddress3. Web link/URL– cell info is a URL4. Number—cell info is number withcommas5. Money—cell info is in dollars andcents6. Percent—cell info is in percent form7. Date & Time—cell info is date andtime, with time zone if selected8. Location—to followData Type Drop-downsHeadersYou can adjust for morecomplex header information byexcluding rows
8. Step 6: Metadata, or data informationDataset naming convention:Date posted (mm/dd/yy)-Filename (employee-enrollment-2007-present)-Department initials(drm) or 071112-employee-enrollment-2007-present-drmTagsA tag describes what the dataset is about.For this dataset the tags would be “Riskmanagement,” “employee enrollment,”“employee healthcare,” and “finance andadministration”Licensing & Attribution andPrivacySet Licensing to “Public Domain.” Entercontact person and department nameinto “Data Provided.” Set Privacy to “MyData is Public.”
9. Step 7: Success!
10. Step 8: Make some last-minute changes withWorking CopyWorking Copy allows you to see the dataset live, but before you make it public. When it’sready, click on the “Publish Dataset” button
11. Step 9: Use Append or Replace to update dataOnce a dataset is public, it should only be updated, not changed. One big reason is that if a member of the public makes a map orvisualization with a dataset, it will no longer work if you change or delete it.When it is time to update the dataset, there are 2 ways to do it: Append or Replace. “Append” adds new data to the end of the existingdataset, ie adds “4, 5, 6” to the end of “1, 2, 3.” “Replace” is just that, it replaces the data in the dataset. Columns and rows must staythe same for both.
12. Step 10: Still doesn’t look right? Delete and start againClick the button to delete, and start again.