8 Using Datasets

This topic describes datasets and explains how to use them in Thredd Protect rules. It describes how to create a new dataset or update the values in an existing dataset. 

A dataset is a list/collection of data points or values that Thredd Protect can use to check against the attributes of incoming events/transactions. A data set can be used multiple times in different rules. For example, consider the following scenario:

Use case scenario: dataset of high-risk countries

You want to create a rule in Thredd Protect that will check all transactions performed in countries deemed to be high-risk. As part of this, you create a dataset containing a list of ISO-2 values for these high-risk countries and use this dataset in the rule. The system will check the ISO-2 values in the dataset against the attribute Acceptor Country for incoming events/transactions.

For a list of ISO country codes, see: ISO - ISO 3166 — Country Codes.

8.1 Creating a Dataset

To create a new dataset:

  1. Go to Data Management > Datasets and click on Add new item on the bottom-left of the screen.

    Figure 33: Creating a dataset

  2. In Dataset details, enter the Institution ID, Dataset name and Dataset description.

  3. To complete the dataset creation process, click Save in the top-right corner of the screen.

8.2 Updating an Existing Dataset

This topic explains how to edit and delete values in an existing dataset, including how to import values into a dataset.

To edit an existing dataset:

  1. Go to Data Management > Datasets and select the dataset you want to edit. The existing values are displayed:

    Figure 34: Editing an existing dataset

  2. To add values to a dataset, click on Add new item at the bottom of the pane (dataset values can also be imported by clicking on Import):

  3. Input the new Value (and, optionally, an Expiry time for the new value) and click Save in the top-right corner to complete the process:

  4. To edit or delete values from a dataset, select the values and either right-click and choose an action or click on Edit item or Delete items:

You can add new Countries, MCCs, Tokens or other types of data codes so these can be used by the rules you have set up for your institution.

Only managers with the appropriate access rights can make changes to datasets (see User Access Management for all available user access types).