Ask Yale Library: Dataverse

Templates can be used to input instructions for those uploading datasets into your dataverse if you have a specific way you want a metadata field to be filled out across a project. You can also auto-populate any metadata or citation data that may be the same across a project, such as authors, ORCIDs, and Terms of use.

1. Log into the Yale Dataverse and navigate to the appropriate Dataverse.
2. From the Edit menu, select Dataset Templates, then Create Dataset Template.  
3. Enter a Template Name. Enter custom instructions (if needed) and values for the metadata fields that should be auto populated. Click Save + Add Terms at the bottom of the page. 
4. On the next page, add any custom Terms of Use and Access. Click Save Dataset Template at the bottom of the page. 
5. When you next go to add a dataset, you can select the template you created in the second field, titled “Dataset Template”