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How to handle hierarchical scope data with simultaneous source usage restrictions?

Premeditation

Suppose you have federal-level data, and the funding agency allows you to combine it with state-level data, but the requirements ban the use of two or more states simultaneously.

Principle

How can you work with this data without moving it?

The solution is using the power of projects in three steps:

  • Set a parent project.
  • Set a child project.
  • Separate the data access with security levels between them.

Practice

To achieve a complete architecture for hierarchical scope data where users have access to more data sets without being able to combine them, you can use the following workflow.

  1. Create a Project.
  2. Create a Subproject from the previous project.
  3. Add a description in the main project stating that users cannot mix data from source A and source B.
  4. Create a security level for the main project.
  5. Create a distinct security level for the subproject.
    • Add security requirements.
    • Certify the appropriate users.

Now you have an enforced policy that allows users to operate in the same project without combining any data sets.