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The Library page is where you go to add new datasets to your Library and manage existing ones, including the Paxata AnswerSets that are published out from your Projects. This is also where you go to export datasets, set them up for automation, add new versions, create profiles for your datasets, and view any warnings or errors that occurred when a dataset was imported.

This article reviews the various actions you can take to organize your datasets in the Library and the actions you can take for each dataset. Note: the content in this the article is ordered based on a top-to-bottom view of the Library page.


Three buttons that appear when you hover over a dataset provide you with the options you can take for that dataset.

  • Create Project: create a new Project using the dataset as your base dataset.

  • Export: export or locally download a dataset. See the UI help and Export a Dataset for details.

  • More actions: provides a number of additional options, depending on the features that are enabled for your Paxata application.
    • Edit Details: opens the dataset's metadata page. This is where you can update the dataset's name and description. See the UI help (after opening the metadata page) for details of actions you can take and an explanation of the metadata. This is also the page where you view warnings or errors that may have occurred during import. Datasets with warnings or errors are easy to locate in the list: they are flagged with a warning icon adjacent to the dataset name, the row color for the dataset is red, and the Status icon indicates a failure state.
    • Add a new version of the existing dataset without overwriting the current version.
    • Automate the dataset (if this automation feature enabled.)
    • Profile the dataset (if profiling feature enabled.)
    • for any AnswerSet, open a Project at the precise Step from which that AnswerSet was created.



The following definitions for terms used in this document.


Like a dataset except that it is the published result of your data prep

Base datasetThe data on which all other action in the Project will be performed
Data sourceThe source of your dataset
DatasetData that is imported into the Data Library is called a dataset