Creating and Editing Custom Schema Templates

To enrich your Dataset annotations beyond the provided Default Schemas, you can define a Custom Schema Template containing your own unique fields (keys), designate each field as required or optional, and then save the template and make it available for adding annotation values.  

Creating a Custom Schema Template

Open

To create a Custom Schema template,

1. Open the Dataset from the Datasets landing page and select the Metadata tab. Under Existing Schema (left panel), select Default Schemas.

2. In the Schemas panel (right side), click the Select schema to complete dropdown menu and select + Create Custom Schema to open the Custom Schema Template creation window.

3. Enter a Template Name (mandatory).

4. Click + Add field to create a new field and configure the key parameters:

   • Type - the type of information to be collected (text, multiple choice, numeric, date)

   • Title - the name of the field (max. 20 characters)

   • Value - for Multiple Choice type, define the accepted values, pressing Enter after each entry. 

   • Optional - check the box if the field is optional for your Dataset (the default is mandatory).

5. Click the checkmark to save the new field or X to clear the field.

6. To add more fields, repeat steps 5-6 until all fields have been added.

7. Review the newly created fields for accuracy and completeness. Be sure to click the checkmark beside each field to save the entry, or X to discard the field. Use the Edit or Delete icons to make any changes to saved fields.

8. Click Save. 

Your new Custom Schema template is saved and the panel switches to Annotations mode where you can enter annotations in your Custom Schema now or later, as described in the section in this article.

Editing a Custom Schema Template

After annotations have been saved to a Custom Schema, you can make limited changes to the template fields and save the template with a new name. Any annotations already saved in the template are preserved and any future annotations will follow the new schema definition.

Open

To manage a Custom Schema template that contains saved annotations,

1. Navigate to Existing Schema (left panel of the Metadata tab) and select the Default Schema category.

2. Click the Custom schema name, then click the eye icon to open the Schemas view (right side). The existing entries are displayed.

3. Click Manage Template.

4. Make your desired edits. The following changes are possible:

   1. Add new fields

   2. Delete existing fields

   3. Change an existing field from required to optional

5. Give the updated Schema template a new name, e.g., {name} version 2.

6. Click + Create New Template.

From this point forward, the custom schema is listed in the Existing Schema panel under the new name. All previous annotations are saved and the newly defined annotations can be added.

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