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User Guide

Create a Consumption Project

  1. Click Projects in the left navigation.

  2. Click Create or Create a Project.

    The Describe Your Project page appears.

  3. Title—Enter a title for the consumption project.

  4. Description—Explain the goal of the consumption project.

  5. Purpose—Select the consumption project purpose from the list of preapproved purposes. (Required)

    The purpose identifies the intended use of the assets in the consumption project. The purpose is one of the parameters used to match the data consumer's data request to one or more data protection policies and rules that are conditioned on the same purpose.

  6. Collaboration Mode—Project collaboration mode allows you to define the extent to which the consumption project members can collaborate with each other by linking their query results. Data is linkable when the same values are consistently de-identified across the different datasets.

    Select one of the following options:

    1. Allow Collaboration between All Members of the Project

      This option allows all consumption project members to collaborate with any other project member by linking their consistently de-identified data fields.

    2. Restrict Collaboration within User Groups

      This option restricts the collaboration (data linkability) only within individual user groups. Data cannot be linked by members of different groups. (For example, members of Group A cannot link data with members of Group B, only with other members of Group A who are members of the project.) Consumption project members who are not listed in any of the selected user groups cannot collaborate with any other project member.

    3. Prevent Collaboration between the Project Members

      Consumption project members cannot collaborate with other project members by linking their de-identified data fields. Each project member has their unique view of the de-identified data.

  7. Project Members—Consumption project membership allows you to restrict which users may access or edit the data. Restricting access means that only those specified may access the data or edit the project.

    Select one of the following options:

    1. Anyone can view

      This option allows all users to view the project but restricts who can access the data and who can edit the project to only the members that you select.

    2. Anyone can access

      This option allows any user to view the project and access the data but restricts the ability to edit the project to only the members that you select.

    3. Anyone can edit

      This option allows all users to view and edit the project and access the data.

  8. Add Users Who Can Access or Edit—If you select Anyone can view or Anyone can access, you can select which users and user groups can be members of this project to either access the data or edit the project.

    1. Search for users and user groups.

    2. Click each user or user group to add as project members.

    3. If relevant, select the Edit or View permission.

    4. Click Add.

  9. Tags—Select tags to assign to the consumption project.

    Use tags to identify the subject area of the consumption project and to help facilitate search.

    Note

    If you cannot find a tag that matches your criteria, you can create a new tag. See Create a Tag.

  10. Expiration Date—Select whether access to data in the consumption project expires and if so, select the expiration date.

    By default consumption projects do not expire.

    If you select an expiration date for this consumption project, it will be inactive after that date, preventing access to the data.

    If you want to access data in a consumption project after its expiration date, you can go through another approval process. You do this by editing the inactive consumption project to move it into In Draft status. Once you resubmit it, a data guardian can then approve the consumption project, granting you access to the data once again.

  11. Click Create.

    A confirmation message appears.

Once you have created a consumption project, you can now look for data to add to that consumption project.