Insert Metadata

Metadata is data about your data. For example, you might decide that one or more of the following types of information about your dataset should be tracked:

• Source system(s)
• Source path and (if applicable) filename
• Source creation date
• Date of import
• Date of wrangling
• Name of person who performed the wrangling

This section provides some methods for how to insert metadata into your dataset. 

Insert a single metadata column

The following example describes how to insert a single column of metadata. In this case, the full path to the source is inserted as a new column in the dataset. 

Steps:

1. In the Dataset page, locate the imported dataset that is the source for your recipe. Click the Imported filter to show only the imported datasets.
2. For the imported dataset, click Details.

3. In the Dataset Details page, select the entire value for the Location, which is the storage location of the source.

   Tip: If the full path of the dataset is too long for screen display, be sure to include the ellipsis (...) at the end of the Location value.

4. Copy the value. Paste the value into a text editor. You should see the full path, like the following:

   <root_dir>/uploads/1/2580298d-3477-4907-bfa7-f71978eace04/SF Restaurants - businesses.csv

5. Load the dataset in the Transformer page. 

6. Add a step similar to the following to the recipe, replacing the path below with the value you want to insert:

   derive value:'<root_dir>/uploads/1/2580298d-3477-4907-bfa7-f71978eace04/SF Restaurants - businesses.csv' as:'source_path' as:'datasetPath'

Insert multiple columns of metadata

You might need to track more fields of dataset information. While you might be able to perform these kinds of individual inserts, it might be easier to build this information from a separate file. 

For example, you want to track the following fields as metadata:

• source_system
• source_author
• source_date_create
• source_path

You could create a CSV file that looks like the following:

source_system,source_author,source_date_create,source_path
Excel,Joe Guy,12/9/15,<root_dir>/uploads/1/2580298d-3477-4907-bfa7-f71978eace04/SF Restaurants - businesses.csv

In this case, the column headers are in the first line, and the values for each column are in the second line.

Steps:

1. Use your CSV file as the source for a new dataset within the flow containing the associated dataset.
2. In the data grid, make sure that the first line of data is treated as the header. If not, add a header transform to your recipe.
3. Open the other (source) dataset in the Transformer page. 

4. In the recipe panel of the Transformer page, add a new step. In the Transformation textbox, enter union.  

5. Create a union: 
   1. Include all columns from both datasets.
   2. Configure the step to perform the union by name, instead of by position.
   3. See Union Page.
6. Add this step to your recipe. 
7. You should see one row in the union recipe that contains the new data. 

8. Sort your data by a key value (e.g. business_id).

9. Determine an appropriate grouping parameter. This step is necessary to simplify the filling process when the job runs at scale. Ideally, you should choose a grouping column that contains a relative few number of values in it (e.g. region).

10. Fill values in the data rows with metadata column values. For each metadata column, add the following command, done here for the source_system column of metadata. 

    window value: FILL(source_system, 1) order: business_id group:region

11. Repeat the above step for each metadata column you want to insert.

12. Drop the source metadata columns.
13. Rename the window columns to use a more appropriate name.
14. Delete the row containing the original metadata values.