The following article provides an overview of Metadata in Course Evaluations & Surveys and how to use it to unlock new ways of exploring evaluation data.
Manually
In Course Evaluations & Surveys:- Access the respective project.
- Click on the Users tab.
- Click on the pencil icon of the desired user, located at the end of the row, to enter edit mode.
- Click on Optional Metadata to expand.
- Click on Add Optional Metadata.

NOTE
- Name corresponds to the category of metadata (I.e. Year in School).
- Value corresponds to the desired metadata (I.e. Junior).
User Upload File
In Course Evaluations & Surveys:- Access the respective project.
- Click on the Users tab.
- Click on Data Import > Excel, to access the Upload Excel File page.
- Select User File Type: Select User Metadata File.
- Click on Choose File and select the appropriate Excel file.
- Click on Upload.
NOTE
- The metadata column header name / category must contain the MDU_ prefix.
- Only one metadata value can be used for each metadata category per user.
Example username and metadata name/category values:

Manually
In Course Evaluations & Surveys:- Access the respective project.
- Click on the Courses tab.
- Click on the pencil icon of the desired course, located at the end of the row, to enter edit mode.
- Click on Optional Metadata to expand.
- Click on Add Optional Metadata.

NOTE
- Name corresponds to the category of metadata (I.e. Course Status).
- Value corresponds to the desired metadata (I.e. Online).
Course Upload File
In Course Evaluations & Surveys:- Access the respective project.
- Click on the Courses tab.
- Click on Data Import > Excel, to access the Upload Excel File page.
- Select Course File Type: Select Course Metadata File.
- Click on Choose File and select the appropriate Excel file.
- Click on Upload.
NOTE
- The metadata column header name / category must contain the MDC_ prefix.
- Only one metadata value can be used for each metadata category per user.
Example CourseUniqueID and metadata name/category values:

Illustration: Metadata Survey prerequisite to Create Report Builder 2.0 Metadata Filters

How to Create a Metadata Survey
- In Course Evaluations & Surveys, click on Surveys, located on the top navigation.
- Click on the Create New Survey to open the Create New Survey window.
- Select the desired Metadata survey type: Metadata Course, Metadata Instructor, or Metadata Respondent.
- Click on Begin.
- On the Create New Survey page, enter the survey Title (required) and Description (optional).
- Click on Save New.
- Click on the Select Question Type drop-down menu, select the desired question type (Single Selection or Numeric Selection), and click on +Add.
- Metadata Name text-area: Enter the Metadata Name / Category that corresponds to the Metadata Name / Category in the Excel file column header excluding the prefix (I.e. MDU_ or MDC_).
- Metadata Option Name: Enter the corresponding Metadata Name / Category values attached to a User or Course.
- Metadata Option Value: The value assigned by Course Evaluations & Surveys to the adjacent Metadata Option Name.
- Match on Option Name: If the metadata added to Courses or Users is a text-based value, select this option.
- Match on Option Value: If the metadata added to Courses or Users is a value corresponding to the Metadata Option numeric value in the Metadata Survey (I.e. 1, 2, 3, 4, etc.), select this option.
Illustration: Relationship of Metadata Survey to Metadata Upload

Illustration: Relationship of Metadata Survey to Report Builder 2.0
