Adding and reusing metadata in Yoda

Metadata in Yoda

Metadata is “data about data” and consists of information that is standardized globally and used by data catalogs. Examples are the name of the data package, its creator, the retention period of the package, etc. Metadata serves multiple purposes in Yoda, the most important being:

  • To describe the contents of a dataset for a broad audience.
  • To inform the audience whether the data is accessible and can be reused and if so, under what conditions.
  • To prescribe how the data should be cited and whom to acknowledge.
  • To inform digital archivists and IT staff about how long the data should be retained.
  • To facilitate finding the dataset in data catalogues.

Adding metadata in Yoda

Yoda facilitates adding structured metadata to your research data. Entering structured metadata is a prerequisite for archiving a data package. In order to add structured metadata to a folder, navigate to the folder in the Yoda portal and press the “Metadata” button.

Yoda metadata image 1

Once you have added metadata and clicked on the “Save” button, the metadata will be stored in a specific format in the folder. Yoda uses files named “yoda-metadata.json” for this purpose.

Unstructured metadata can be added as a file to the dataset, for example in a “Readme.txt” or “Codebook.pdf” file.

The metadata form

By default, the Yoda metadata form consists of approximately 30 fields. Please consult the metadata element list below for a detailed description of the elements.

* All mandatory fields are marked with an asterisk.

Yoda metadata image 2

Some metadata elements consist of multiple fields. For example, if you enter a person identifier, you should also specify the type of identifier.

Yoda metadata image 3

Some fields can have multiple values. In order to add a value, press the “+” sign next to the field.

Reusing metadata

Structured metadata is reusable. The metadata form includes a button “Clone from parent folder”. One way to use this feature is to create a project-level folder with several subfolders for data. Common metadata elements for the project can be entered in the project-level folder. This metadata can then be copied to the data folders.

You can also copy the “yoda-metadata.json” file of a folder to another folder in order to copy its metadata.

Properties and explanations

  • M Mandatory
  • R Recommended for optimal findability
  • O Optional

No

Property

Obligation

Explanation

Remarks

1

Title

M

A descriptive title for your dataset, should not be longer than about 200 characters

 

2

Description

M

Describe your dataset, e.g., the subject, the sample size, methodology, etc. It is best to keep this description concise. More elaborate documentation should be added to a text file called README.

 

3

Discipline

R

The (sub)discipline of the study

The list contains a combination of research disciplines and subdisciplines. The standard used is the OECD FOS 2007. This field can have multiple values — use the plus sign to add more values.

4

Version

O

Version number of your dataset. Useful if you need to publish an updated version of your dataset later.

Yoda does not automatically assign version numbers to data packages. If you create multiple versions, you can register the version number yourself, according to your own versioning scheme.

5

Language of the data

O

The primary language of your dataset.

This element is thought of as a possible aid to assess the usability of a dataset for a specific person. The standard used is ISO 639/1.

6a

Collection Process - Start Date

R

Indicate when you’ve started collecting the data for this dataset

Clicking on the field reveals a calendar you can use to pick the date.

6b

Collection Process - End Date

R

Indicate when you’ve finished collecting the data for this dataset

Clicking on the field reveals a calendar you can use to pick the date.

7

Location(s) covered

R

If your data is linked to particular locations provide place names.

English naming convention preferred. It is recommended to use the preferred spelling from the Getty Thesaurus of Geographic Names whenever possible. One location per line. This field can have multiple values — use the plus sign to add more values. Maximum length: 255 characters.

8a

Period Covered - Start period

O

An indication of the start date of the period covered by your dataset

Clicking on the field reveals a calendar you can use to pick the date.

8b

Period Covered - End Period

O

An indication of the end date of the period covered by your dataset

Clicking on the field reveals a calendar you can use to pick the date.

9

Tags

R

Free text field for adding (searchable) keywords to your dataset

You can choose the keywords freely. It is best to add only one keyword per line. This field can have multiple values — use the plus sign to add more values. Maximum length: 255 characters.

10a

Related Data package

R

The way in which the present data package is related to another data package.

In this section you can enter a ‘related’ dataset and the nature of that relation. For instance, you can indicate that another dataset contains the raw data by selecting IsSourceOf in this field and entering the information of the other data package in the fields below. This field can have multiple values — use the plus sign to add more values.

10b

Related Data package - Title

R If 10a

Title of the data package related to the present data package.

There is no automatic check whether title and persistent identifier match. Maximum length: 255 characters.

10d

Related Data package – Type

R If 10e

The type of the persistent identifier of the related data package

Example: “DOI”. Please fill in the plain ID, not a URL

10e

Related Data package – Identifier

R If 10d

The persistent identifier of the related data package.

 

11

Retention Period

M

The minimal number of years the data will be kept in the archive. The default value is 10 years.

In this field you can only enter integers. The policies for handling expiry of the retention period of a data package are still to be defined.

12

Retention Information

O

To be used for remarks about the retention period.

Please provide a reason if you deviate from the default value of ten years. If you want to ensure that data is retained longer, then data management might request extra care for choosing sustainable file formats.

13

Embargo enddate

O

If the dataset has an embargo, on what date does the embargo end?

This functionality is not yet fully implemented. Please contact the data manager if you intend to publish a data package with an embargo.

14

Data type

M

Please indicate the type of data.

If no type is selected Yoda will assume “Data package”

15

Data Classification

M

Please indicate the classification of the data.

Translation to EUR Classifications: Public=Public (Low), Basic=Internal (medium), Sensitive=Confidential (High), Critical=Secret (Very High)

16

Name of Collection

O

If this data package is part of a larger (conceptual) collection of data packages, you can enter the collection name here.

The research group should ensure that all other data packages in the collection are archived with the same collection name. Maximum length: 255 characters.

17a

Funder

O

The name(s) of the organization(s) funding the research. If using this property also add the Award Number.

Example: “NWO”. This field can have multiple values — use the plus sign to add more values. Maximum length: 255 characters.

17b

Award Number

R if 17a

The grant number issued by the funding organization

 

19

Remarks

O

Remarks from the data manager

 

20a

Creator of Data package - Name

M

The main researchers involved in producing the data, in priority order.

This field can have multiple values — use the plus sign to add more values. Maximum length: 255 characters.

20b

Creator of Data package – Affiliation

M

The organizational or institutional affiliation of the creator

Example: “Vrije Universiteit Amsterdam”. The affiliation of the creator of a data package could be of importance when it is unclear who owns the data. In general, the organization to which the creator was affiliated is regarded as the owner. Each creator can have multiple affiliations — use the plus sign to add more values. Maximum length: 255 characters.

20c

Creator of Data package – Persistent Identifier: Type

M if 20d

Please indicate the type of persistent person identifier.

E.g., AuthorID, ORCID or ResearcherID. Multiple values are possible. If available, enter at least an ORCID.

20d

Creator of Data package – Persistent Identifier: Identifier

R

The Persistent Identifier.

If you are not sure whether someone has a persistent identifier, you can check with the big three providers: AuthorID, ORCID,ResearcherID. Each creator can have multiple persistent identifiers — use the plus sign to add more values. Maximum length: 255 characters.

21

Contributor to Data Package - Name

R

The institution or person responsible for collecting, managing, distributing, or otherwise contributing to the development of the resource.
For software, if there is an alternate entity that “holds, archives, publishes, prints, distributes, releases, issues, or produces” the code, use the contributor Type “hosting Institution” for the code repository.

Multiple values possible — use the plus sign to add more values. Maximum length: 255 characters.

21a

Contributor to Data Package - Type

M if 21

Enter what type of contribution the registered person has had to this data package.

See the datacite documentation for explanation.

21b

Contributor to Data Package - Affiliation

M if 21

The organizational or institutional affiliation of the contributor.

E.g., Erasmus University Rotterdam. Each contributor can have multiple affiliations — use the plus sign to add multiple values. Maximum length: 255 characters.

21c

Contributor to Data Package - Persistent Identifier: Type

M if 21d

Please indicate the type of persistent person identifier.

Each contributor can have multiple persistent identifiers — use the plus sign to add more values. Maximum length: 255 characters.

21d

Contributor to Data Package - Persistent Identifier: Identifier

R

The unique person identifier

Each contributor can have multiple identifiers — use the plus sign to add more values. Maximum length: 255 characters.

25

License

M

The license under which you offer the data package for use by third parties. The preferred value for open data is CC By 4.0.

Every package needs to be archived with a license — even when you’re not planning to publish the data or have it reused in any form. We offer a number of possible licenses in a drop-down list. If you do not know which license to choose, contact the data manager. At the moment of publishing a data package the relevant license text will be copied into the data package. If you opt for a custom license, you will need to store the custom license text in a file titled License.txt in the root folder. Please contact the data manager first if you want to work with custom licenses.

26

Data Package Access

M

Once archived, should your dataset be accessible to third parties?

Open Access means that the dataset is accessible to everyone. Restricted Access means that the dataset can only be obtained on request. Closed Access means that the dataset cannot be shared, in principle

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