We define humanitarian data as:

1. data about the context in which a humanitarian crisis is occurring (e.g., baseline/development data, damage assessments, geospatial data)
2. data about the people affected by the crisis and their needs
3. data about the response by organisations and people seeking to help those who need assistance.

Yes. HDX uses an open-source software called CKAN for our technical back-end. You can find all of our code on GitHub.

We build and test HDX using the latest versions of Chrome and Firefox. We also test on Internet Explorer 10 and later, but do not formally support it.

You can register by clicking on 'Sign Up' on the upper-right corner of any HDX page.

Use our password recovery form to reset your account details. Enter your username or e-mail and we will send you an e-mail with a link to create a new password.

Anyone can view and download the data from the site, but registered users can access more features. After signing up you can:

1. Contact data contributors to ask for more information about their data.
2. Request access to the underlying data for metadata only entries (our HDX Connect feature).
3. Join organisations to share data or to access private data, depending on your role within the organisation, e.g. an admin, editor, or member of the organisation (see more below).
4. Request to create a new organisation and if approved, share data publicly or privately.
5. Add data visualizations as showcase items alongside your organisations datasets.
6. Follow the latest changes to data.

HDX allows registered users to follow the data they are interested in. Updates to the datasets that you follow will appear as a running list in your user dashboard(accessible from your user name in the top right of every page when you are logged in). You can follow data, organisations, locations, topics and crises.

You'll find a 'Request Access' button for datasets where only metadata is provided. The HDX Connect feature makes it possible to discover what data is available or what data collection initiatives are underway. Only registered users have the ability to contact the organisation through the request access module. The administrator for the contributing organisation can decide whether to accept or deny the request. Once the connection is made, HDX is not involved in the decision to share the data. Learn more about HDX Connect here.

You'll find a 'contact the contributor' link below the title of the data on all the dataset pages. Please find more details here.

Organisations in HDX can be legal entities, such as WFP, or informal groups, such as the Shelter Cluster or Information Management Working Group for a specific country. Data can only be shared on HDX through an organisation. The HDX team verifies all organisations to ensure they are trusted and have relevant data to share with the HDX user community.

On an organisation's page, click on the 'Stats' tab to see how many visitors an organisation has received and which datasets are most popular in terms of downloads. Here's an example. The number of unique visitors is approximate and is based on the browser someone uses when visiting HDX. A user visiting from different browsers or from different devices will be counted separately.

You can also see a timeline of how often an individual dataset has been downloaded on each dataset page. The download timeline is located on the left side of a dataset page, just beside the dataset description. Downloads for a dataset are counted as the total number of downloads of any resource in a dataset, with repeated downloads of the same resource by the same user being counted a maximum of once per day.

There is a delay, usually less than one day, between when a user views a page or downloads a resource on HDX and when the activity is visible in these graphs and figures.

You can request an organisation through the 'Add Data' button. We ask you to submit the following information: an organisation name, description and link to an organisation-related website (optional). We review this information and then either accept the request or ask for more information, such as a sample dataset.

Registered users can request membership through the organisation's profile page. Click on the 'Request Membership' button and a request will be sent to the organisation's administrator(s). The requestor can not specify the role (i.e., admin, editor or member). Instead, the person receiving the request assigns the role.

Organisation membership includes three roles:

• Administrators can add, edit and delete datasets belonging to the organisation and accept or refuse new member requests.
• Editors can add, edit and delete datasets belonging to the organisation but cannot manage membership.
• Members can view the organisation's private datasets, but cannot add new datasets or manage membership.

The user who requests the creation of an organisation is assigned an administrator role. That person can invite other HDX users into their organisation and assign them one of the three roles above, or registered users on HDX can request membership from the organisation's administrator(s).

For full details on managing members, please read this document.

Yes. Registered users can be part of several organisations.

If your organisation is not listed, you can request to create one or you may want to join an existing organisation via your dashboard. For instance, there may be a WFP organisation that was created by its staff at headquarters in Rome. You may prefer to join that one rather than creating a separate organisation for a specific location, e.g., WFP Liberia. You can see the full list of organisations by clicking Organisations in the main navigation.

If you have previously created an organisation and no longer see it on the site, this is because you have not yet shared a public dataset. Once you share a dataset, your organisation will become active and visible on the site. For details on how to upload a dataset, see "How do I add a dataset?".

Yes. Each administrator is able to manage datasets and membership. If a user requests membership, the request will be sent to all organisation administrators. The decision to accept or deny a membership request will be taken by whichever administrator acts first. The other administrators are not alerted to this action. We are planning to make this process more clear in future versions of the platform, so please bear with us!

HDX offers custom organisation pages to all organisations on the site. The page includes the organisation's logo and colour palette, topline figures, space for a data visualization and the list of datasets. If you would like a custom page, send a request to hdx@un.org.

'Group message' lets members of an organisation send messages to all other members of their organisation. Please find more details here.

You can keep your account. On the organisation page that you're a part of, click the link to 'Leave this organisation'. If you want to change the e-mail address associated with your account, click on your username on the upper-right corner of any HDX page and then select 'User Settings'. From there, you can update your profile.

Data on HDX is shared through organisations. You need to be a member of an organisation (with appropriate privileges) before you can contribute data. If you have data to share, you can either request to create a new organisation or ask to join an existing one. (See the Organisations section above.)

There are three ways to share data on HDX:

Public - Data shared publicly is accessible to all users of the HDX platform, whether or not they are registered. All public data must be shared under an appropriate license. Select the 'public' setting in the metadata field when uploading data.

Private - Organisations can share data privately with their members. The administrator of each organisation controls who can become a member. The default visibility is set to 'private' when uploading new data. To make data accessible to HDX users, the contributing organisation needs to change the visibility to public.

By Request - Organisations can share the metadata of a dataset and grant access to the underlying data when requested by a registered user. See how to share and request metadata only datasets through these walkthrough slides.

Learn more about how HDX handles sensitive data below.

A dataset is a collection of related data resources. A resource is an individual file within a dataset. When sharing data, you first create a dataset and then you can add one or more resources to it. A resource can either be a file uploaded to HDX (such as a CSV or XLS file) or a link to another website with a downloadable file. A resource, such as a readme file, could also contain documentation that helps users to understand the dataset, such as a readme file.

Click on the 'Add Data' button from any page on HDX. You will be required to login and associate yourself with an organisation. These slides provide a walkthrough of how to add a dataset. Here are more details on the 'update frequency' field.

Let others know your data is available by publishing your metadata without uploading any file(s) via HDX Connect. Once users request access, you decide what to share.

This is a good option if:

• You are in the process of collecting data but you are not finished.
• Your data contains personally identifiable information.
• You need to restrict access to your data.

Learn more about HDX Connect through these walkthrough slides. Read this blog to understand the research and rationale behind HDX Connect.

There are 4 metadata fields that accept markdown which provides some simple formatting commands.

The "description", "methodology:other", and "caveats/comments" fields, as well as the description field for each resource attached to the dataset, all accept markdown formatting. The most useful markdown commands are outlined here:

Links can be entered like this:

[the linked text](https://data.humdata.org)

and will be rendered like this: the linked text
Italics can be indicated by surrounding text with single asterisks, like this:

*A bit of italics text*

Bold can be indicated by surrounding text with double asterisks, like this:

**A bit of bold text**

Bulleted lists must start with and be followed by a blank line. Each item in the list starts with an asterisk and a space:

* item 1
* item 2
* etc.

Numbered lists must also start with and be followed by a blank line. Each item starts with the number 1, a period, and a space:

1. First item
1. Second item. Note that the lines always start with a one followed by a period and space.
1. 3rd item
1. etc.

You can only edit a dataset if you are an administrator or editor of your organisation. If you have the appropriate role, on the dataset page you will find an 'Edit' button just below the dataset title on the right. This will allow you to edit the dataset metadata and the resources. These slides provide a walk-through of how to edit a dataset.

If your data uses the HXL standard, then HDX can automatically create customizable graphs and key figures to help you highlight the most important aspects of your dataset. We call these 'Quick Charts'. For a Quick Chart to be generated, your dataset needs to be public and contain a CSV or XLSX resource with HXL tags. HXL is easy! Check out the 30-second tutorial.

The resource can be stored on HDX or as a remote resource at another URL. Quick Charts will be generated from the first resource with HXL tags in the list of a dataset's resources. The system will try to generate up to three charts based on the HXL tags, and these can be changed to best tell the story in your data. You can edit each Quick Chart's title, axis labels, and description. Don't forget to save the changes so they become the default view that users see when viewing your dataset. Here's a good example to get you started.

Learn more about HXL and HDX Tools in the section below.

Organization admins and editors can add data visualizations to dataset pages to let users explore your data. The data visuals can be made using Tableau, Power BI or whatever software you prefer. The visuals will appear in the "Interactive Data" section at the top of the page.

Learn how to do this by taking a quick look at these slides.

Data Check automatically detects and highlights common humanitarian data errors including validation against CODs and other vocabularies from your HXL-tagged spreadsheet. You can access Data Check from:

1. HDX via dataset pages (The "Validate with Data Check" option will appear under "More" button under HXL-tagged resources)
2. HDX Tools, for datasets that exist outside of HDX. For this option, you should not use Data Check to process personal or otherwise sensitive data.

Data uploaded to HDX Tools is not retained within the HDX infrastructure, while data downloaded by HDX Tools from public URLs is cached only as long as necessary for processing.

You can access both versions of Data Check without being a registered user of HDX. For instructions on how to use Data Check, review these walkthrough slides.

Data Check uses a generic schema that detects many kinds of common errors like possible spelling mistakes or atypical numeric values, but in some cases, an organisation will want to validate against its own more-specific rules. In that case, you can write your own, custom HXL schema and validate using the HXL Proxy (Data Check's backend engine) directly. Information is available on these pages in the HXL Proxy wiki: HXL schemas, Validation page, and Validation service.

We define data as information that common software can read and analyse. We encourage contributions in any common data format. HDX has built-in preview support for tabular data in CSV and Microsoft Excel (xls only) formats, and for geographic data in zipped shapefile, kml and geojson formats. If multiple formats are available, each can be added as a resource to the dataset, or if you only wish to add one format, then for tabular data, csv is preferable and for geographic data, zipped shapefile is preferred.

A PDF file is not data. If you have a data visualization in PDF format, you can add it as a showcase item on the dataset page. If you wish to share documents, graphics, or other types of humanitarian information that are not related to the data you are sharing, please visit our companion sites ReliefWeb and HumanitarianResponse. A resource, such as a readme file, could also contain documentation that helps users to understand the dataset.

Resources can be either different formats of the same data (such as XLSX and CSV) or different releases of the same data (such as March, April, and May needs assessments). Always put the resource with the most-recent or most-important information first, because the HDX system will by default use the first resource to create visualisations such as Quick Charts or geographic preview (this default can be overridden in the dataset edit page).

If you have data that is substantially different, like a different type of assessment or data about a different province, we recommend creating a separate dataset.

For datasets: the keywords in your dataset title are matched to the search terms users enter when looking for data in HDX. Avoid using abbreviations in the title that users may not be familiar with. Also avoid using words such as current, latest or previous when referring to the time period (e.g., latest 3W), as these terms become misleading as the dataset ages. The following is a good example of a dataset title: 'Who is Doing What Where in Afghanistan in Dec 2016'.

For resources: by default, the resource name is the name of the uploaded file. However, you can change this if needed to make it more clear to users.

For zipped shapefiles: we recommend the filename be name_of_the_file.shp.zip. However, the system does not require this construction.

If your resource is simply a link to a file hosted elsewhere, there is no size limit. If you are uploading a file onto HDX, the file size is limited to 300MB. If you have larger files that you want to share, e-mail us at hdx@un.org.

Yes. HDX can host the data for you, but it works equally well with a link to data hosted somewhere else on the web. For example, if your organisation already has a system or API that produces data for download, you can simply include a link to that data as a resource in your dataset, and the version on HDX will automatically stay up to date.

Yes. HDX allows you to drag and drop files from your computer. First, you need to click on the 'Add Data' link and then select files from your computer. Drop the files in the designated area. A new dataset form will appear with some fields already pre-filled.

First you need to be sure that the Google Drive file or files are publicly visible or accessible to anyone who has the link. For instructions on how to change, follow this walkthrough.

You can click on 'Add Data' and choose the option to import files from 'Google Drive'. A 'Google Drive' pop-up will show and help you choose the file/files from your account. The files will not be copied into HDX. Instead, the HDX 'Download' button will always direct users to the live version of the Google document.

The HDX Resource Picker for Google Drive will only have access to your list of Google Drive files when you are choosing Google Drive resources through the HDX interface. You can revoke this permission at any time in Google Drive's App Manager. However, this will not change the visibility of the Google Drive resources already created on HDX.

To include a link to a Google Sheet, you must first set the sheet's sharing permissions so that it is either publicly visible or at least accessible to anyone who has the link. We recommend creating at least two separate resources for each Google Sheet: 1) a link to the sheet itself in the regular Google Drive interface; and 2) a direct-download link to an Excel or CSV version of the sheet, so that users can preview it in HDX. The version in HDX will update automatically as you make changes to the original Google Sheet.

To obtain the direct download link, select "Publish to the web..." from the "File" menu in Google Sheets, then in the dialog box that opens, under the 'Link' tab select your preferred file format (such as Excel or CSV), confirm, and Google Sheets will provide you the link. (Note that this process is not necessary simply for working with HXL-aware tools like Quick Charts, because they can open data directly from the regular Google Sheets link.)

HDX can live-link to and preview files stored in any Dropbox folder and even preview them if they are in CSV or XLS format. You must login to Dropbox via the web application and navigate to the folder containing the spreadsheet (or other file) that you want to share. Select the file and choose 'Share link', following the instructions in the Dropbox help centre. You will then receive a special link that allows anyone to download the file.

Add that link as a resource to your HDX dataset. When you receive a Dropbox link, it normally looks something like this:
https://www.dropbox.com/etc/etc/your_file_name.csv?dl=0

For HDX to be able to process and preview your file, you'll need to change the last '0' to a '1' so that it looks like this:
https://www.dropbox.com/etc/etc/your_file_name.csv?dl=1

The HDX resource will automatically track any changes you save to the Dropbox file on your own computer. Be careful not to move or rename the file after you share it.

The data that users download from HDX will always reflect updates made to the remote resource (such as a file on Dropbox or Google Drive). However, the metadata and activity stream will not automatically indicate the updated date of the data. This has to be done manually in HDX by the dataset owner. We are working to improve this functionality, so please bear with us!

The HDX system will attempt to create a map, or geographic preview, from geodata formats that it recognizes. For a geographic preview to be generated, your data needs to be in either a zipped shapefile, kml or geojson format. Ensure that the 'File type' field for the resource also has one of the above formats. Pro tip: HDX will automatically add the correct format if the file extension is '.shp.zip', '.kml', or '.geojson'. Here are examples of geodata points, lines, and polygons showing the preview feature.

The preview feature will continue to work when there are multiple geodata resources in a single dataset (i.e., one HDX dataset with many resources attached). The layers icon in the top-right corner of the map enables users to switch between geodata layers. Here is an example.

To generate a map preview, a dataset can have multiple resources but each resource can only include one layer within it. Resources with multiple layers (e.g., multiple shapefiles in a single zip file) are not supported. In this case, the system will only create a preview of the first layer in the resource, however all the layers will still be available in the downloaded file. If you would like all of the layers to display, you need to create a separate resource for each layer.

Searching for datasets on HDX is done in two ways: by searching for terms that you type into the search bar found at the top of almost every page on HDX, and by filtering a list of search results.

Entering a search term causes HDX to look for matching terms in the titles, descriptions, locations and tags of a dataset. The resulting list of items can be further refined using the filter options on the left side of the search result. You can filter by location, tag, organisation, license and format as well as filtering for some special classes of datasets (like datasets with HXL tags or datasets with Quick Charts) in the 'featured' filters.

In 2015, HDX migrated the Common Operational Datasets (CODs) from the COD Registry on HumanitarianResponse.info to HDX. Each of these datasets has a 'cod' tag. To limit search results to only CODs, use the 'CODs' filter in the filter panel on the left side of the dataset list.You can also find all CODs datasets here.

All data on HDX must include a minimum set of metadata fields. You can read our Guide to Metadata to learn more. We encourage data contributors to include as much metadata as possible to make their data easier to understand and use for analysis.

Data quality is important to us, so we manually review every new dataset for relevance, timeliness, interpretability and comparability. We contact data contributors if we have any concerns or suggestions for improvement. You can learn more about our definition of the dimensions of data quality and our quality-assurance processes here.

This metadata field indicates how often you expect your data to be updated and includes values like Every day and Every year as well as the following:

• Live - for datasets where updates are continuous and ongoing
• As needed - for datasets with an unpredictable, widely varying update frequency
• Never - for datasets with data that will never be changed