CKANdocumentation,Release2.6.0a
Thisiswhereyouwilladdoneormore“resources”whichcontainthedataforthisdataset. Chooseafileorlinkfor
yourdataresourceandselecttheappropriatechoiceatthetopofthescreen:
• IfyouaregivingCKANalinktothedata,likehttp://example.com/mydata.csv,thenselect“Linkto
afile”or“LinktoanAPI”.(Ifyoudon’tknowwhatanAPIis,youdon’tneedtoworryaboutthisoption-select
“Linktoafile”.)
• IfthedatatobeaddedtoCKANisinafileonyourcomputer,select“Uploadafile”.CKANwillgiveyouafile
browsertoselectit.
Step5.Addtheotherinformationonthepage.CKANdoesnotrequirethisinformation,butitisgoodpracticetoadd
it:
• Name–anameforthisresource,e.g.“Populationdensity2011,CSV”.Differentresourcesinthedatasetshould
havedifferentnames.
• Description–ashortdescriptionoftheresource.
• Format–thefileformatoftheresource,e.g.CSV(comma-separatedvalues),XLS,JSON,PDF,etc.
Step6.Ifyouhavemoreresources(filesorlinks)toaddtothedataset,selectthe“Save&addanother”button.When
youhavefinishedaddingresources,select“Next:AdditionalInfo”.
Step7.CKANdisplaysthe“Additionaldata”screen.
• Visibility–aPublicdatasetispublicandcanbeseenbyanyuserofthesite.APrivatedatasetcanonlybe
seenbymembersoftheorganizationowningthedatasetandwillnotshowupinsearchesbyotherusers.
• Author–Thenameofthepersonororganizationresponsibleforproducingthedata.
• Authore-mail–ane-mailaddressfortheauthor,towhichqueriesaboutthedatashouldbesent.
• Maintainer/maintainere-mail–Ifnecessary,detailsforasecondpersonresponsibleforthedata.
1.2. UsingCKAN
5
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CKANdocumentation,Release2.6.0a
• Customfields–Ifyouwantthedatasettohaveanotherfield,youcanaddthefieldnameandvaluehere. E.g.
“Yearofpublication”.Notethatifthereisanextrafieldthatisneededforalargenumberofdatasets,youshould
talktoyoursiteadministratoraboutchangingthedefaultschemaanddatasetforms.
Note: Everythingonthisscreenisoptional,butyoushouldensurethe“Visibility”issetcorrectly. . Itisalsogood
practicetoensureanAuthorisnamed.
Changedinversion2.2:PreviousversionsofCKANusedtoallowaddingthedatasettoexistinggroupsinthisstep.
Thiswaschanged.Toaddadatasettoanexistinggroupnow,gotothe“Group”tabintheDataset’spage.
Step8.Selectthe‘Finish’button.CKANcreatesthedatasetandshowsyoutheresult.Youhavefinished!
Youshouldbeabletofindyourdatasetbytypingthetitle,orsomerelevantwordsfromthedescription,intothesearch
boxonanypageinyourCKANinstance.Formoreinformationaboutfindingdata,seethesectionFindingdata.
Editingadataset
Youcaneditthedatasetyouhavecreated,oranydatasetownedbyanorganizationthatyouareamemberof. (Ifa
datasetisnotownedbyanyorganization,thenanyregisteredusercaneditit.)
1. Gotothedataset’spage.Youcanfinditbyenteringthetitleinthesearchboxonanypage.
2. Selectthe“Edit”button,whichyoushouldseeabovethedatasettitle.
3. CKANdisplaysthe“Editdataset”screen.Youcaneditanyofthefields(Title,Description,Dataset,etc),change
thevisibility(Private/Public),andaddordeletetagsorcustomfields. Fordetailsofthesefields,seeAddinga
newdataset.
4. Whenyouhavefinished,selectthe“Updatedataset”buttontosaveyourchanges.
6
Chapter1. Userguide
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CKANdocumentation,Release2.6.0a
Adding,deletingandeditingresources
1. Gotothedataset’s“Editdataset”page(steps1-2above).
2. Intheleftsidebar,thereareoptionsforeditingresources. . Youcanselectanexistingresource(toeditordelete
it),orselect“Addnewresource”.
3. Youcanedittheinformationabouttheresourceorchangethelinkedoruploadedfile.Fordetails,seesteps4-5
of“Addinganewresource”,above.
4. Whenyouhavefinishedediting,selectthebuttonmarked“Updateresource”(or“Add”,foranewresource)to
saveyourchanges.Alternatively,todeletetheresource,selectthe“Deleteresource”button.
Deletingadataset
1. Gotothedataset’s“Editdataset”page(see“Editingadataset”,above).
2. Selectthe“Delete”button.
3. CKANdisplaysaconfirmationdialogbox.Tocompletedeletionofthedataset,select“Confirm”.
Note: The“Deleted”datasetisnotcompletelydeleted. . Itishidden, , soitdoesnotshowupinanysearches,etc.
However,byvisitingtheURLforthedataset’spage,itcanstillbeseen(byuserswithappropriateauthorization),and
“undeleted”ifnecessary.Ifitisimportanttocompletelydeletethedataset,contactyoursiteadministrator.
1.2. UsingCKAN
7
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CKANdocumentation,Release2.6.0a
Creatinganorganization
Ingeneral,eachdatasetisownedbyoneorganization. Eachorganizationincludescertainusers,whocanmodifyits
datasetsandcreatenewones. Differentlevelsofaccessprivilegeswithinanorganizationcanbegiventousers,e.g.
someusersmightbeabletoeditdatasetsbutnotcreatenewones,ortocreatedatasetsbutnotpublishthem. Each
organizationhasahomepage,whereuserscanfindsomeinformationabouttheorganizationandsearchwithinits
datasets.Thisallowsdifferentdatapublishingdepartments,bodies,etctocontroltheirownpublishingpolicies.
Tocreateanorganization:
1. Selectthe“Organizations”linkatthetopofanypage.
2. Selectthe“AddOrganization”buttonbelowthesearchbox.
3. CKANdisplaysthe“CreateanOrganization”page.
4. Enteranamefortheorganization,and,optionally,adescriptionandimageURLfortheorganization’shome
page.
5. Selectthe“CreateOrganization”button.CKANcreatesyourorganizationanddisplaysitshomepage.Initially,
ofcourse,theorganizationhasnodatasets.
Youcannowchangetheaccessprivilegestotheorganizationforotherusers-seeManaginganorganizationbelow.
Youcanalsocreatedatasetsownedbytheorganization;seeAddinganewdatasetabove.
Note: DependingonhowCKANissetup,youmaynotbeauthorizedtocreateneworganizations. . Inthiscase,if
youneedaneworganization,youwillneedtocontactyoursiteadministrator.
8
Chapter1. Userguide
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CKANdocumentation,Release2.6.0a
Managinganorganization
Whenyoucreateanorganization,CKANautomaticallymakesyouits“Admin”. Fromtheorganization’spageyou
shouldseean“Admin”buttonabovethesearchbox. Whenyouselectthis,CKANdisplaystheorganizationadmin
page.Thispagehastwotabs:
• Info–Hereyoucanedittheinformationsuppliedwhentheorganizationwascreated(title, , descriptionand
image).
• Members–Hereyoucanadd,removeandchangeaccessrolesfordifferentusersintheorganization.Note:you
willneedtoknowtheirusernameonCKAN.
BydefaultCKANallowsmembersoforganizationswiththreeroles:
• Member–canseetheorganization’sprivatedatasets
• Editor–caneditandpublishdatasets
• Admin–canadd,removeandchangerolesfororganizationmembers
1.2.3 Findingdata
Searchingthesite
TofinddatasetsinCKAN,typeanycombinationofsearchwords(e.g.“health”,“transport”,etc)inthesearchboxon
anypage.CKANdisplaysthefirstpageofresultsforyoursearch.Youcan:
• Viewmorepagesofresults
• Repeatthesearch,alteringsometerms
• Restrictthesearchtodatasetswithparticulartags,dataformats,etcusingthefiltersintheleft-handcolumn
1.2. UsingCKAN
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CKANdocumentation,Release2.6.0a
Iftherearealargenumberofresults,thefilterscanbeveryhelpful,sinceyoucancombinefilters,selectivelyadding
andremovingthem,andmodifyandrepeatthesearchwithexistingfiltersstillinplace.
Ifdatasetsaretaggedbygeographicalarea,itisalsopossibletorunCKANwithanextensionwhichallowssearching
andfilteringofdatasetsbyselectinganareaonamap.
Searchingwithinanorganization
Ifyouwanttolookfordataownedbyaparticularorganization,youcansearchwithinthatorganizationfromitshome
pageinCKAN.
1. Selectthe“Organizations”linkatthetopofanypage.
2. Selecttheorganizationyouareinterestedin.CKANwilldisplayyourorganization’shomepage.
3. Typeyoursearchqueryinthemainsearchboxonthepage.
CKANwillreturnsearchresultsasnormal,butrestrictedtodatasetsfromtheorganization.
Iftheorganizationisofinterest,youcanopttobenotifiedofchangestoit(suchasnewdatasetsandmodifications
todatasets)byusingthe“Follow”buttonontheorganizationpage.SeethesectionManagingyournewsfeedbelow.
Youmusthaveauseraccountandbeloggedintousethisfeature.
Exploringdatasets
Whenyouhavefoundadatasetyouareinterestedandselectedit,CKANwilldisplaythedatasetpage.Thisincludes
• Thename,description,andotherinformationaboutthedataset
• Linkstoandbriefdescriptionsofeachoftheresources
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Chapter1. Userguide
CKANdocumentation,Release2.6.0a
Theresourcedescriptionslinktoadedicatedpageforeachresource. Thisresourcepageincludesinformationabout
theresource,andenablesittobedownloaded.Manytypesofresourcecanalsobeprevieweddirectlyontheresource
page..CSVand.XLSspreadsheetsarepreviewedinagridview,withmapandgraphviewsalsoavailableifthedata
issuitable.Theresourcepagewillalsopreviewresourcesiftheyarecommonimagetypes,PDF,orHTML.
Thedatasetpagealsohastwoothertabs:
• Activitystream–seethehistoryofrecentchangestothedataset
• Relateditems–seeanylinkstowebpagesrelatedtothisdataset,oraddyourownlinks.
Ifthedatasetisofinterest,youcanopttobenotifiedofchangestoitbyusingthe“Follow”buttononthedatasetpage.
SeethesectionManagingyournewsfeedbelow.Youmusthaveauseraccountandbeloggedintousethisfeature.
1.2.4 Personalization
CKANprovidesfeaturestopersonalizetheexperienceofbothsearchingforandpublishingdata.Youmustbelogged
intousethesefeatures.
Managingyournewsfeed
Atthetopofanypage,selectthedashboardsymbol(nexttoyourname).CKANdisplaysyourNewsfeed.Thisshows
changestodatasetsthatyoufollow,andanychangedornewdatasetsinorganizationsthatyoufollow. Thenumber
bythedashboardsymbolshowsthenumberofnewnotificationsinyourNewsfeedsinceyoulastlookedatit. As
wellasdatasetsandorganizations,itispossibletofollowindividualusers(tobenotifiedofchangesthattheymaketo
datasets).
1.2. UsingCKAN
11
CKANdocumentation,Release2.6.0a
Ifyouwanttostopfollowingadataset(ororganizationoruser),gotothedataset’spage(e.g.byselectingalinktoit
inyourNewsfeed)andselectthe“Unfollow”button.
Managingyouruserprofile
YoucanchangetheinformationthatCKANholdsaboutyou,includingwhatotherusersseeaboutyoubyeditingyour
userprofile.(Usersaremostlikelytoseeyourprofilewhenyoueditadatasetoruploaddatatoanorganizationthat
theyarefollowing.)Todothis,selectthegearwheelsymbolatthetopofanypage.
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Chapter1. Userguide
CKANdocumentation,Release2.6.0a
CKANdisplaystheusersettingspage.Hereyoucanchange:
• Yourusername
• Yourfullname
• Youre-mailaddress(note:thisisnotdisplayedtootherusers)
• Yourprofiletext-anoptionalshortparagraphaboutyourself
• Yourpassword
Makethechangesyourequireandthenselectthe“UpdateProfile”button.
Note: Ifyouchangeyourusername,CKANwilllogyouout.Youwillneedtologbackinusingyournewusername.
1.2. UsingCKAN
13
CKANdocumentation,Release2.6.0a
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Chapter1. Userguide
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