diff --git a/documentation/guidance/before-starting.md b/documentation/guidance/before-starting.md deleted file mode 100644 index 02bf840c..00000000 --- a/documentation/guidance/before-starting.md +++ /dev/null @@ -1,124 +0,0 @@ -# Useful information before you start -
- Read more -
- -### Prepare -- If you haven’t published 360Giving data before, fill out the Publisher Registration Form to receive your 360Giving Publisher prefix and decide what file format to use for publishing your grant information. -- Transform your grants data into 360Giving data using the correct data formatting and headings. -- Use the 360Giving Data Quality Tool along with this guidance to check if your data is ready to be published. - -For many publishers, preparing their data is a manual process that involves exporting information from a grants management system and converting it into 360Giving data in a spreadsheet file. You can use specially developed templates that take care of the technical aspects of transforming your grants data into the right format. Depending on the grants management system you use it might be possible to build in some or all of the steps needed to convert the information, so it can be exported directly from the system in 360Giving data format. - -- Read more -
- -### Publish -- Your prepared file of 360Giving data needs to be made available online accompanied with an open license, which provides clear permissions to allow for its use. This step usually involves uploading the file to your website and linking to the file with text referring to the open license. -- The final step is to let 360Giving know that your data has been published by submitting the file to the 360Giving Data Registry. -- Once your file has been added to the 360Giving Data Registry your grants data will appear in GrantNav and GrantVis the following day. - -- Read more -
- -### Updating 360Giving data -- Once you have published 360Giving data for the first time, you will decide the frequency of your updates to add more grants. -- You should also document your publishing process as a reminder for when you come to make updates to your data. -- When it is time to make an update, you should prepare your new grants data as you have previously done. -- You may amend data you have published to correct errors or make updates to reflect changes to your grants. You may also receive requests from grantees to make amendments if any inaccurate or misleading information has been published about their organisation. - -- Read more -
- -### 360Giving support is free -There are no registration fees or costs associated with publishing your grants data in the 360Giving Data Standard. 360Giving support for publishers is provided free of charge. - -Preparing 360Giving data does require a commitment of resources from the publisher in terms of staff time, especially when publishing your data for the first time. - -However, there can be costs related to consultancy or support fees to set up a grants management system to export 360Giving data. - -#### 360Giving Helpdesk -Our Helpdesk provides pro-bono support to help funders navigate the steps to publish their grants data using the 360Giving Data Standard. We provide guidance and direct support to help streamline the process as far as possible. - -You can contact 360Giving Helpdesk viaVisit the 360Giving website to read about the benefits of publishing and see who’s involved in publishing
This guidance is for community foundations using the Digits2 grants management system on Salesforce only. If you do not use Digits2 use the side menu to go to guidance on preparing your data.
| 360Giving field | -Notes | - - -
|---|---|
| Funding Org:Name | -This is your organisation name as you want it to appear in your data. This could be your brand name rather than your full registered name. | - -
| Funding Org:Identifier | -This is created based on your registered charity or company number. | - -
| Publisher prefix | -This is used to register your organisation with 360Giving and provides a prefix for grant identifiers. | - -
| 360Giving field | -Salesforce source | -Notes | - - -
|---|---|---|
| Identifier | -Grant Application Reference Number | -The grant identifier will be the unique Grant Application reference number prefixed with each Community Foundation’s unique organization identifier e.g. 360G-CF-XXXXXXX | - -
| FundingOrg:Identifier | -Static value for each CF held on CF Profile record | -This is a unique identifier for each Community Foundation made up of a prefix and their charity number. Eg GB-CHC-1151621 | - -
| FundingOrg:Name | -Static value for each CF held on CF Profile record | -Name of Community Foundation | - -
| Planned Dates: Duration (months) | -Default Value | -To be calculated based on start and end dates | - -
| Beneficiary Location: Country Code | -Default Value | -Default to GB | - -
| Beneficiary Location:Geographic Code Type | -Default Value | -The data extract supports all geography levels Super output area, Ward, Local authority, Westminster Parliamentary or Constituency. | - -
| Currency | -Default Value | -Default to GBP | - -
| Last modified | -Default Value | -This is the date on which the data was last updated and will be populated automatically | - -
The guidance provided below focuses on data protection considerations for funders of grants to organisations. Guidance relevant for funders intending to publish data about their grants to individuals can be found in the Guide for grants to individuals.
Find out more about what to check before publishing your data openly in our data protection guidance.
| Field name | -Description | -Example value | - - -
|---|---|---|
| Recipient Org:Location:Name | -A name for this location. | -Barrow-in-Furness | - -
| Recipient Org:Location:Geographic Code | -A code referring to a geographical area, drawn from an established gazetteer such as the ONS Register of Geographic Codes in the UK. For example, the code for a local authority ward, or parliamentary constituency. | -E07000027 | - -
| Recipient Org:Location:Geographic Code Type | -The type of Geographic Code (geoCode) used (e.g. Ward, Parliamentary Constituency etc.). This value for this field should be drawn from the codelist of geographic code types. | -NMD | - -
| Field name | -Description | -Example value | - - -
|---|---|---|
| Beneficiary Location:Name | -A name for this location. | -Barrow-in-Furness | - -
| Beneficiary Location:Geographic Code | -A code referring to a geographical area, drawn from an established gazetteer such as the ONS Register of Geographic Codes in the UK. For example, the code for a local authority ward, or parliamentary constituency. | -E07000027 | - -
| Beneficiary Location:Geographic Code Type | -The type of Geographic Code (geoCode) used (e.g. Ward, Parliamentary Constituency etc.). This value for this field should be drawn from the codelist of geographic code types. | -NMD | - -
| Beneficiary Location:0:Name | -Beneficiary Location:1:Name | -Beneficiary Location:2:Name | - - -
|---|---|---|
| Copeland | -South Lakeland | -Barrow-in-Furness | - -
| Identifier | -Beneficiary Location:Name | -Beneficiary Location:Geographic Code | - - -
|---|---|---|
| 360G-ExampleFdn-001 | -Copeland | -E07000029 | -
| 360G-ExampleFdn-001 | -South Lakeland | -E07000031 | - -
| 360G-ExampleFdn-001 | -Barrow-in-Furness | -E07000027 | - -
| 360G-ExampleFdn-002 | -Carlisle | -E07000028 | - -
| 360G-ExampleFdn-002 | -Allerdale | -E07000026 | - -
| 360G-ExampleFdn-002 | -Eden | -E07000030 | - -
Seven of the 10 core fields are commonly collected as part of the grantmaking process, and may be stored in a grants management system. Three pieces of information are usually added as part of the data preparation process: Funder name; Funder identifier and Currency
Once you have decided the scope of the information you want to share, it is important to carefully consider if there are any privacy or data protection implications to publishing your grant data.
The data protection requirements and steps that need to be taken to ensure grants data can be shared responsibility are different for funders of grants to individuals than they are for funders of grants to organisations.
Read our guidance on data protection for funders of grants to organisations or funders of grants to individuals.



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-#### Example hosting pages
-Here are some examples of what other 360Giving publishers have done.
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-Linking 360Giving from an existing webpage:
-- Community Foundation for Surrey
-- Somerset Community Foundation
-- John Lyon’s Charity
-- Virgin Money Foundation
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-Linking 360Giving data from a dedicated open data page:
-- Andrew Lloyd Webber Foundation
-- BBC Children in Need
-- City Bridge Foundation
-- The National Lottery Heritage Fund
-- Julia Rausing Trust
-- The Paul Mellon Centre for Studies in British Art
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-### Data hosting for public sector organisations
-Some local authorities can have dedicated open data portals for hosting information published by the council or about the local area, which are ideal places to host 360Giving data.
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-Alternatively, public sector organisations may be able to use the central data.gov.uk website to host their 360Giving data.
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-Examples of public sector data hosting pages:
-- Greater London Authority
-- Stockport Metropolitan Borough Council
-- Sheffield City Council
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-## Submit your file to the Data Registry
-Once your 360Giving data file is published, the final step is to let us know so the link to the file can be added to the 360Giving Data Registry which is a list of all the organisations that currently publish their grants data in the 360Giving Data Standard.
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-The 360Giving Data Registry is the source for the grant information in GrantNav, GrantVis and other tools and platforms using the data. Anyone can access this information to view, download and use the data via the 360Giving Data Quality Dashboard.
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-Publishers submit their valid 360Giving data files to the Data Registry using the 360Giving data file submission form. See our guidance on [how to submit your data to the Registry](../../guidance/submit-data/)
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-### When your grants will appear in GrantNav and GrantVis
-For data to be included in 360Giving tools, it must meet these criteria:
-- Be included in the 360Giving Data Registry
-- Have an open license
-- Validate against the 360Giving Data Standard schema
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-**GrantNav** and **GrantVis** are updated on a daily basis. This means your data will appear there the day after a file is submitted to the Data Registry.
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-## Taking down published data
-A fundamental aspect of publishing using the 360Giving Data Standard, and publishing open data in general, is that once the information is released it may be downloaded and used by anyone.
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-An organisation is free to decide to stop publishing data and/or can remove the data from their website, however the information that has been published may still be held and used by anyone who has already downloaded it.
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-360Giving has a Take down policy for the data linked from our Data Registry and loaded into our tools, so we will remove any published data on request.
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-### Making amendments to published data
-Take down requests are rare. It is however common for publishers to make changes to published data to correct errors or make updates when changes are made to a grant. In addition to changes you make to your own data, you may receive requests from grantees to amend information about their organisations that might be incorrect or misleading. See our [guidance on making updates](../../guidance/making-updates/) to your data and the mechanism for grantees to request amendments.
-
-```eval_rst
-.. _alternative-hosting-options:
-```
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-## Alternative hosting options
-It is best practice for organisations to host their own data, so the ownership of the information is clear. This gives you full control over the file so you can make changes and updates whenever you need to.
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-However, for organisations without a website or without capacity to create a place to include the data, it is possible to use alternative hosting and open licensing arrangements. These are described below.
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-### Include open licensing information into your 360Giving data file
-If you can upload the 360Giving file into the backend of your website but cannot add the license text to a public page – in the short or longer term – you can include the open license information within the file itself using the Metadata sheet (or Package Schema if you are using JSON file format to publish).
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-Please see our [guidance about metadata](../technical/metadata) for further information.
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-### Hosting your data using cloud storage
-Below is a step by step guide to using two file sharing services to host 360Giving data; Google Drive and Dropbox.
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-### Google Sheets
-Google provides users with the Google Drive service, offering 15GB of space for free.
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-To share a 360Giving data file using Google Drive, it must first be converted to a Google Sheets document.
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-1\. On your Google Drive, create a new Google Sheets document. Select New > Google Sheets.
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-2\. Import your 360Giving Excel or CSV file to the Google Sheets. Select File > Import > Upload, and select the file from your computer or drag-and-drop.
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-3\. If you are using an **Excel file** choose 'Replace Spreadsheet' and click Import data.
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-4\. If you are using a **CSV file** choose 'Replace Spreadsheet' as your import option. Choose Separator type as 'Detect automatically' and answer 'Yes' to 'Convert text to numbers and dates' and click 'Import data'.
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-5\. If included in your data check the **Recipient Org:Charity Number** and **Recipient Org:Company Number** columns. Google Sheets will sometimes interpret these columns incorrectly and place decimal points into them. There is a simple fix by selecting the whole column (click the column letter) and then using the menu to select Format > Number > Plaintext.
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-6\. You can rename the file with your prefered title with File > Rename.
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-7\. Share your file so that it is publically accessible to anyone with the link. Select Share > Get Shareable Link. Choose the Link Sharing option 'On - anyone with the link can view'.
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-8\. Copy the file, which will resemble the following example with 'usp=sharing' at the end:
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-https://docs.google.com/spreadsheets/d/1gyyHFzS60yrMqindaaTNW8kSFa0sOIZAjDIR8sZ5dLA/**edit?usp=sharing**
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-9\. Change the end of the link to **export?format=xlsx**, so that is looks like the following example:
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-https://docs.google.com/spreadsheets/d/1gyyHFzS60yrMqindaaTNW8kSFa0sOIZAjDIR8sZ5dLA/**export?format=xlsx**
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-10\. Copy this newly-formatted link and test that your data is still valid using the 360Giving Data Quality Tool.
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-11\. Contact 360Giving Helpdesk via | Identifier | -Description | -Amount Awarded | -For Regrant Type | - - -
|---|---|---|---|
| 360G-ExampleFdn-001 | -Contribution to pooled fund for charities supporting local residents | -50000 | -FRG040 | -
| 360G-ExampleFdn-002 | -Contribution to salary of benefits adviser | -10000 | -- |
| 360G-ExampleFdn-003 | -To be awarded as grants to small arts organisations | -25000 | -FRG010 | -
| 360G-ExampleFdn-004 | -To fund outdoor play equipment for nursery | -5000 | -- |