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6 changes: 3 additions & 3 deletions documentation/_templates/_parts/navbar.html
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<nav class="nav-bar__nav-menu">
<ul>
<li class="nav-menu__item">
<a href="http://data.threesixtygiving.org/" class="contextual-menu__button" title="About">360Giving Registry</a>
<a href="https://qualitydashboard.threesixtygiving.org/" class="contextual-menu__button" title="About">360Giving Quality Dashboard</a>
</li>
<li class="nav-menu__item">
<a href="https://dataquality.threesixtygiving.org/" class="contextual-menu__button" title="Test">Data Quality Tool</a>
<a href="https://dataquality.threesixtygiving.org/" class="contextual-menu__button" title="Test">Data Quality Checker</a>
</li>
</ul>
</nav>
</div>
</div>
6 changes: 3 additions & 3 deletions documentation/_templates/_parts/top-bar.html
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<nav class="top-bar__menu contextual-menu">
<a href="/" class="contextual-menu__button">Data Standard</a>
<a href="http://data.threesixtygiving.org/" class="contextual-menu__button" title="About">360Registry</a>
<a href="https://dataquality.threesixtygiving.org/" class="contextual-menu__button" title="Test">Data Quality Tool</a>
<a href="https://qualitydashboard.threesixtygiving.org" class="contextual-menu__button" title="About">360Giving Quality Dashboard</a>
<a href="https://dataquality.threesixtygiving.org/" class="contextual-menu__button" title="Test">Data Quality Checker</a>
</nav>

<div class="off-canvas-menu" aria-hidden>
Expand All @@ -20,4 +20,4 @@
</ul>
</nav>
</div>
</div>
</div>
4 changes: 2 additions & 2 deletions documentation/about/governance.md
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Expand Up @@ -180,11 +180,11 @@ All notable changes are documented by Release via the [Changelog](https://github

### Deprecation Policy

If a term, such as a field title (known as a class or property in JSON schema) is scheduled to be renamed or removed as a result of the revision process, the next release must [deprecate](https://en.wikipedia.org/wiki/Deprecation) the term within the schema. The following MAJOR release must rename or remove the term from the schema, making it obsolete. Data that is published may use deprecated terms, but will receive warnings from the [360Giving Data Quality Tool](https://dataquality.threesixtygiving.org/). Once obsolete, terms in published data will be treated like any other non-Standard fields.
If a term, such as a field title (known as a class or property in JSON schema) is scheduled to be renamed or removed as a result of the revision process, the next release must [deprecate](https://en.wikipedia.org/wiki/Deprecation) the term within the schema. The following MAJOR release must rename or remove the term from the schema, making it obsolete. Data that is published may use deprecated terms, but will receive warnings from the [360Giving Data Quality Checker](https://dataquality.threesixtygiving.org/). Once obsolete, terms in published data will be treated like any other non-Standard fields.

### Support Policy

When a new version upgrade is made to the Standard, support will be offered for one prior version. Support in this context means that data published using this version is recognised as meeting the requirements of the Standard and will be accepted by the 360Giving Data Registry, Data Quality Tool and other tools managed by 360Giving that use 360Giving data. This means that deprecated terms are supported but obsolete terms are not.
When a new version upgrade is made to the Standard, support will be offered for one prior version. Support in this context means that data published using this version is recognised as meeting the requirements of the Standard and will be accepted by the 360Giving Data Registry, Data Quality Checker and other tools managed by 360Giving that use 360Giving data. This means that deprecated terms are supported but obsolete terms are not.

Support for any earlier version than this will not be guaranteed when a new version is released.

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6 changes: 3 additions & 3 deletions documentation/extensions/dei/prepare.md
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Expand Up @@ -263,7 +263,7 @@ A key step to using the DEI Extension is declaring that you are using it in a **

This Meta sheet is the way 360Giving data publishers include metadata about their grants data in their files. It is separate and different from the metadata fields in the DEI Extension itself which are usually included in the main grants sheet. For further information read our guidance on 360Giving Data Standard [Metadata](../../technical/metadata.md#guide-to-including-metadata-in-spreadsheet-files).

It is only once you have declared that you are using the DEI Extension in the Meta sheet that your data can be checked and validated by the 360Giving [Data Quality Tool](https://dataquality.threesixtygiving.org/) and used by GrantNav and 360Insights. If you miss this crucial step, the Data Quality Tool will not recognise the fields for the DEI Extension and treat them as non-Standard [Additional Fields](../../technical/reference.md#additional-fields).
It is only once you have declared that you are using the DEI Extension in the Meta sheet that your data can be checked and validated by the 360Giving [Data Quality Checker](https://dataquality.threesixtygiving.org/) and used by GrantNav and 360Insights. If you miss this crucial step, the Data Quality Checker will not recognise the fields for the DEI Extension and treat them as non-Standard [Additional Fields](../../technical/reference.md#additional-fields).

Once you have a Meta sheet in your file, you can declare the extension by adding the Metadata field with the title \`Extensions\`. Usually this is in column A. In the next column (usually column B), add the value **dei**

Expand Down Expand Up @@ -291,9 +291,9 @@ It is straightforward to implement the DEI Extension into an existing JSON forma

If you're updating an existing publication and your current version is **1.0** or greater, you can declare **1.4** without any problems related to backwards incompatibility (see also: our [Versioning and Upgrade Process](../../about/governance.md#versioning-and-upgrade-process)). 

If you don’t have a **version** field currently, it is safe to add this with the value of **1.4** unless your data isn’t conformant to Version **1.0** or later. You can verify this by checking the 360Giving Data Standard data in your file in the [Data Quality Tool (DQT)](https://dataquality.threesixtygiving.org/), as all data that passes the tool’s validation checks is conformant with Version 1.0 or later.
If you don’t have a **version** field currently, it is safe to add this with the value of **1.4** unless your data isn’t conformant to Version **1.0** or later. You can verify this by checking the 360Giving Data Standard data in your file in the [Data Quality Checker](https://dataquality.threesixtygiving.org/), as all data that passes the tool’s validation checks is conformant with Version 1.0 or later.

2. Create the **extensions** field in your package data if you have not already done so, and add the string **dei**. This declares the extension to tooling such as the Data Quality Tool so you can validate the contents of the extension fields.
2. Create the **extensions** field in your package data if you have not already done so, and add the string **dei**. This declares the extension to tooling such as the Data Quality Checker so you can validate the contents of the extension fields.
3. For each grant that will contain DEI information, add a **grants.deiDetails** property.

1. When a grant has a **deiDetails** property, **deiDetails.leadership**, **deiDetails.mission**, and **deiDetails.project** become required for that grant.
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4 changes: 2 additions & 2 deletions documentation/extensions/index.md
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The [360Giving Data Standard](https://standard.threesixtygiving.org/en/latest/about/) is a uniform and consistent way to describe grantmaking data. It consists of a set of information fields that must be included when a grantmaking organisation shares grant data. Organisations publishing grant information using the Standard use the same formatting so the data can be easily understood, collated and compared by anyone. Data published using the 360Giving Data Standard can be located and ‘read’ easily by different applications and machines, including 360Giving’s own tools [GrantNav](https://grantnav.threesixtygiving.org) and [360Insights](https://insights.threesixtygiving.org).

360Giving data publishers may sometimes wish to collect and publish information which is not part of the 360Giving Data Standard. The Standard permits publishers to use any number of “additional fields“ in their data to meet their needs, but these additional fields are not recognised by the Standard. This means that they cannot be validated using tools such as the [Data Quality Tool](https://dataquality.threesixtygiving.org/) or used to filter data in GrantNav and 360Insights, and different publishers including the same kind of information may struggle to coordinate around how to name and structure this additional data. Read our guidance on [Additional fields](../technical/reference.md#additional-fields).
360Giving data publishers may sometimes wish to collect and publish information which is not part of the 360Giving Data Standard. The Standard permits publishers to use any number of “additional fields“ in their data to meet their needs, but these additional fields are not recognised by the Standard. This means that they cannot be validated using tools such as the [Data Quality Checker](https://dataquality.threesixtygiving.org/) or used to filter data in GrantNav and 360Insights, and different publishers including the same kind of information may struggle to coordinate around how to name and structure this additional data. Read our guidance on [Additional fields](../technical/reference.md#additional-fields).

**Extensions** to the 360Giving Data Standard are a way to address some of the issues with additional fields by introducing new optional fields and structures into 360Giving data. Each extension formally defines fields, structures, and rules which can then be recognised by tooling such as the Data Quality Tool which allows the data using extensions to be validated, and also provides further standardisation which supports interoperability between different datasets.
**Extensions** to the 360Giving Data Standard are a way to address some of the issues with additional fields by introducing new optional fields and structures into 360Giving data. Each extension formally defines fields, structures, and rules which can then be recognised by tooling such as the Data Quality Checker which allows the data using extensions to be validated, and also provides further standardisation which supports interoperability between different datasets.

Extensions also address the issue of trying to support different use cases of 360Giving data whilst maintaining the stability and integrity of the Standard. A set of fields and features may be important to a significant portion of the 360Giving publishing community while there may not be enough demand to warrant adding the feature to the core set of Standard fields. Developing these features as an Extension can meet the needs of the community in a much shorter timescale, as well as providing a way to test out how the features work in practice. It is possible that an extension to the 360Giving Data Standard may later be integrated into the core Standard.

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10 changes: 5 additions & 5 deletions documentation/footer.json
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"description": ""
},
{
"url": "https://data.threesixtygiving.org/",
"title": "Data Registry",
"url": "https://qualitydashboard.threesixtygiving.org",
"title": "360Giving Quality Dashboard",
"description": ""
},
{
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"description": "A uniform and consistent way to describe grants data. Publishing data in this standard format means it\u2019s easier to find, understand and compare funding across the UK."
},
{
"url": "https://data.threesixtygiving.org/",
"title": "Registry",
"description": "A list of all the organisations that currently publish their grants data in the 360Giving Data Standard, with direct links to their data sources."
"url": "https://qualitydashboard.threesixtygiving.org",
"title": "360Giving Quality Dashboard",
"description": "A dashboard showing the data quality of 360Giving data as a whole and for each individual publisher. It provides insights into the key features that make the data useful for analysis to help publishers to identify opportunities for their data to be improved."
}
]
}
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2 changes: 1 addition & 1 deletion documentation/guidance/before-starting.md
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Expand Up @@ -37,7 +37,7 @@ Normally these planning steps only need to happen once, when publishing data for
### 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 <a href="https://dataquality.threesixtygiving.org/" target="_blank">360Giving Data Quality Tool</a> along with this guidance to check if your data is ready to be published.
- Use the <a href="https://dataquality.threesixtygiving.org/" target="_blank">360Giving Data Quality Checker</a> 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.

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2 changes: 1 addition & 1 deletion documentation/guidance/cf-guidance.md
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Expand Up @@ -202,7 +202,7 @@ Save the file to your local drive as an .xlsx file. To do this click on ‘Save
## Check data quality and receive feedback
Once you have exported a file of your data using the 360Giving extract, the next step is to check that the data is valid. Valid data means the file includes all the required fields and the information has the correct formatting.

Each Community Foundation is responsible for the data it publishes. You can check that your data is valid using this Data Quality Tool developed, which will tell you if there are any issues with your dataset.
Each Community Foundation is responsible for the data it publishes. You can check that your data is valid using this Data Quality Checker developed, which will tell you if there are any issues with your dataset.

See the guidance on [checking data quality](../../guidance/data-quality/) before publishing your data.

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18 changes: 9 additions & 9 deletions documentation/guidance/data-quality.md
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Expand Up @@ -15,12 +15,12 @@ The term ‘valid‘ means the file includes the 10 core fields, and the informa

Only valid 360Giving data can be combined with other published data and be included in 360Giving tools, such as <a href="https://grantnav.threesixtygiving.org/" target="_blank">GrantNav</a> and <a href="https://grantvis.threesixtygiving.org/" target="_blank">GrantVis</a>.

## How to use the 360Giving Data Quality Tool
<a href="https://dataquality.threesixtygiving.org/" target="_blank">The Data Quality Tool</a> (DQT) has been specially designed to support the preparation and publication of 360Giving data.
## How to use the 360Giving Data Quality Checker
<a href="https://dataquality.threesixtygiving.org/" target="_blank">The Data Quality Checker</a> (DQT) has been specially designed to support the preparation and publication of 360Giving data.

You can use it by uploading a file or providing a link to a file that is hosted online.

![Screen shot of the 360Giving Data Quality Tool homepage](../../assets/DQT_screenshot_homepage_2025.png)
![Screen shot of the 360Giving Data Quality Checker homepage](../../assets/DQT_screenshot_homepage_2025.png)

### Error message
If you get an error message that the DQT can’t process your data, try again using a different file format.
Expand All @@ -31,7 +31,7 @@ The acceptable files are spreadsheets in OpenDocument Spreadsheet (.ods), Excel

![Screen shot of unrecognised file type error message](../../assets/DQT_screenshot_cant_process_data_2025.png)

## Understanding the Data Quality Tool feedback
## Understanding the Data Quality Checker feedback

Once you have submitted your file, the screen will display feedback on key information points about the data, divided into up six tabs depending on the results: Summary, Additional Fields, Conversion errors, Validity, Accuracy and Usefulness. Explore the individual tabs view the feedback in detail.

Expand Down Expand Up @@ -231,27 +231,27 @@ Other conversion errors are usually caused by the data not being formatted corre


### Getting more help
Please contact the 360Giving Helpdesk via <[email protected]> if you have questions about using the Data Quality Tool or the feedback you receive.
Please contact the 360Giving Helpdesk via <[email protected]> if you have questions about using the Data Quality Checker or the feedback you receive.

The 360Giving Helpdesk can also look at the data you are preparing to check and provide further feedback prior to publishing your data for the first time.

## Once the data passes the checks
When your file has no Validity issues it means the information is valid 360Giving data.

Passing the Data Quality Tool checks means the file is ready for use, including in platforms such as <a href="https://grantnav.threesixtygiving.org/" target="_blank">GrantNav</a>.
Passing the Data Quality Checker checks means the file is ready for use, including in platforms such as <a href="https://grantnav.threesixtygiving.org/" target="_blank">GrantNav</a>.

**Please note:** The tool cannot check the content of the data. Further checks may be needed to ensure the information is accurate and that the data does not include information unsuitable for publishing as open data.

<div class="box box--teal">
<h2 class="box__heading">Data protection</h2>
<p>Find out more about what to check before publishing your data openly in our <a href="../../guidance/data-protection" target="_blank">data protection guidance.</a></p></div>

### About Data Quality Tool security
The Data Quality Tool has been designed to support people preparing their 360Giving data, meaning the data inputted into it is in varying stages of readiness.
### About Data Quality Checker security
The Data Quality Checker has been designed to support people preparing their 360Giving data, meaning the data inputted into it is in varying stages of readiness.

The feedback report you receive has a private URL, which means only those with the link can access the page and the data. If your data is not suitable for sharing publicly, then you should treat this URL with care and only share it with people who are allowed access to the data. As long as you do not put the URL on a public page, then it will not be possible for people to come across it by accident.

The files are deleted automatically from the Data Quality Tool after seven days. Read the <a href="https://dataquality.threesixtygiving.org/terms/" target="_blank">Terms and Conditions</a> for further details about how the files are stored and deleted.
The files are deleted automatically from the Data Quality Checker after seven days. Read the <a href="https://dataquality.threesixtygiving.org/terms/" target="_blank">Terms and Conditions</a> for further details about how the files are stored and deleted.

### What‘s next?
Read our guidance about publishing your grant data openly to make it available for anyone to download and use.
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