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Neelima Janardhanan authored and Neelima Janardhanan committed Mar 20, 2024
commit b01aa422890fa1a360c5b7257648b788158827d0
4 changes: 2 additions & 2 deletions documentation/conf.py
Original file line number Diff line number Diff line change
Expand Up @@ -141,7 +141,7 @@
# This started causing errors, so removing it from the conditional statement and replacing it with the above lines
# import os
# on_rtd = os.environ.get('READTHEDOCS', None) == 'True'
#
#
# if not on_rtd: # only import and set the theme if we're building docs locally
# import sphinx_rtd_theme
# html_theme = 'sphinx_rtd_theme'
Expand Down Expand Up @@ -418,7 +418,7 @@
schema_extensions = ['dei'] # ADD NEW EXTENSIONS HERE

# IMPORTANT: Update this URL when the dei extension is merged in
base_url = "https://raw.githubusercontent.com/ThreeSixtyGiving/extensions-registry/add-dei-extension/extensions/"
base_url = "https://raw.githubusercontent.com/ThreeSixtyGiving/extensions-registry/main/extensions/"

if not os.path.exists("./extras"):
os.mkdir("./extras")
Expand Down
19 changes: 6 additions & 13 deletions documentation/extensions/dei/guidance.md
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Expand Up @@ -8,7 +8,7 @@ This guidance provides further information about the DEI Data Standard and the 3

This isn’t a reporting process, it’s an opportunity to collect and share data that will create a knowledge base to support effective action to identify and target funding to address structural inequity.

### **How does publishing DEI Extension data relate to publishing 360Giving data?**
### How does publishing DEI Extension data relate to publishing 360Giving data?

This guidance is for those who want to publish information using the DEI Data Standard in the context of their grant information. The guidance in this section focuses on the fields and codes defined in the DEI Extension.

Expand All @@ -20,7 +20,7 @@ If you publish or plan to publish data about grants made to individuals, it is n

<div class="box box--teal">
<p>
If you are familiar with the DEI Data Standard and have already collected some DEI data, visit the <a href = "#about-the-dei-extension">DEI Extension guidance section</a>
If you are familiar with the DEI Data Standard and have already collected some DEI data, skip to the <a href = "#about-the-dei-extension">DEI Extension guidance section</a>
</p></div>

## About the DEI Standard
Expand All @@ -47,15 +47,15 @@ The guidance provided by the DEI Data Group covers key considerations for implem
- Is the data suitable for publication? Which statements and opt-outs have been made available to grantees about the DEI data they have provided?


### **Why collect and share DEI Data Standard data?**
### Why collect and share DEI Data Standard data?

Collecting and sharing DEI Data Standard information is intended to enable funders to understand whether the reach of the funding and their funding practices are equitable. Information shared in this way can then be used to inform funding strategies and specific funding programmes or approaches.

It is important to note that the DEI Data Standard is about understanding **equity** rather than diversity. It aims to help funders to answer the question – is our grantmaking reaching communities facing structural inequity, and in particular is the money going to organisations led by people from those communities?

The goal of developing the DEI Data Standard and framework for applying it was to increase the equity of grantmaking through having good quality and consistent data to monitor this, and to enable shared reporting, while also reducing the burden on applicants around data collection through grantmakers using a consistent approach.

### **How to collect DEI Data Standard Data**
### How to collect DEI Data Standard Data

The DEI Data Standard isn’t one size fits all and so it has been designed with options in how the data is collected to suit different funding approaches. For example a funder making a large volume of grants will probably make different choices to a funder who makes fewer grants.

Expand All @@ -76,7 +76,7 @@ The extension adds new fields to the 360Giving Data Standard which can be used t

Detailed technical information for the DEI Extension is available on the [Technical Reference](reference) page. It contains a reference for the fields and codes added by the DEI Extension.

### **What data can be published using the DEI Extension?**
### What data can be published using the DEI Extension?

The DEI Extension includes a number of fields which are important to understand the DEI Data Standard information provided. This includes the **answers** provided to DEI Data Standard questions. It also includes important context in which the questions were asked called **metadata**, which means data about the data itself.

Expand All @@ -102,7 +102,7 @@ In addition to the fields for providing responses, there are also fields to prov

These metadata fields are important to contextualise the data to avoid ambiguity and support data users analysing and understanding the data correctly.

### **Why include metadata?**
### Why include metadata?

Funders are able to make choices about how they implement the DEI Data Standard based on their specific context. This is an important feature of the DEI Data Standard, but leads to variations in the data collected which must then be contextualised to be understood correctly.

Expand All @@ -113,10 +113,3 @@ The metadata fields in the DEI Extension address the issues caused by ambiguous
This is why it is important to understand the choices your organisation has made when implementing the DEI Data Standard and collecting DEI data, as this will allow you to fill in your DEI metadata appropriately. We recommend that you decide on your approach to collecting data using the DEI Data Standard before starting to prepare your DEI data for publication.

Read our [guidance on the DEI Data Standard](#about-the-dei-standard) for links to further sources of information and support.


## Support Available

360Giving Helpdesk provides pro-bono support to help funders navigate the steps to publish DEI Data Standard data alongside their 360Giving grant data.

Visit our website to find out [ways to get support with publishing](https://www.threesixtygiving.org/publishing/).
8 changes: 4 additions & 4 deletions documentation/extensions/dei/prepare.md
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Expand Up @@ -9,7 +9,7 @@ In order to publish DEI Data Standard data using the 360Giving Data Standard DEI
* Ensure the grant information linked to the DEI data you intend to publish meets the requirements of the 360Giving Data Standard.
* Add the appropriate fields, rows, and/or sheets required by the DEI Extension to your file

The following sections cover these steps in more detail, providing guidance for publishing data in <a href="../../../_static/360-giving-schema-titles-with-dei-extension-2024.xlsx">spreadsheet</a> and [JSON file formats](#json-format-guidance-for-developers).
The following sections cover these steps in more detail, providing guidance for publishing data in [spreadsheet](#dei-extension-field-guidance) and [JSON file formats](#json-format-guidance-for-developers).

<div class="box box--teal">
<h2 class="box__heading">Not sure what file format to use?</h2>
Expand Down Expand Up @@ -239,9 +239,9 @@ Note that the DEI Data Standard criteria for each application area require that
:widths: auto
```

## How to include DEI Extension in a 360Giving data file
## How to include DEI Extension data in a 360Giving data file

A key step to using the DEI Extension data is declaring that you are using it in a **Meta sheet** included in your file. 
A key step to using the DEI Extension is declaring that you are using it in a **Meta sheet** included in your file. 

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/#guide-to-including-metadata-in-spreadsheet-files).

Expand All @@ -255,7 +255,7 @@ We recommend adding other useful pieces of metadata to your file, following the

## Spreadsheet templates

A blank spreadsheet template including all 360Giving Data Standard fields and a sheet including DEI Extension fields is available for <a href="../../../_static/360-giving-schema-titles-with-dei-extension-2024.xlsx">download for reference</a>.
A <a href="../../../_static/360-giving-schema-titles-with-dei-extension-2024.xlsx">blank spreadsheet template</a> including all 360Giving Data Standard fields and a sheet including DEI Extension fields is available for download for reference.

360Giving is developing a DEI Extension mapping template to make it easier for publishers to select the correct metadata values appropriate for their implementation of the DEI Data Standard, and support adding the appropriate Taxonomy codes that must be used.

Expand Down
4 changes: 2 additions & 2 deletions documentation/index.md
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@@ -1,7 +1,7 @@
# About this site
This site provides information to support anyone who wants to publish open grants data using the 360Giving Data Standard.

The guidance is divided into four main sections.
The guidance is divided into five main sections.

### Guidance for publishers

Expand Down Expand Up @@ -44,7 +44,7 @@ This section features information about approved Extensions to the 360Giving Dat
guidance/index
individuals/index
technical/index
extensions/index
about/index
extensions/index

```