Open the Schemas workspace

The Schemas workspace in the Experience Platform UI provides a visualization of the Schema Library, allowing you to view manage the schemas available for your organization. The workspace also includes the Schema Editor, the canvas on which you can compose a schema throughout this tutorial.

After logging into Experience Platform, select Schemas in the left navigation to open the Schemas workspace. The Browse tab displays a list of schemas (a representation of the Schema Library) for you to view and customize. The list includes the name, type, class, and behavior (record or time-series) on which the schema is based, as well as the date and time the schema was last modified.

See the guide on exploring existing XDM resources in the UI for more information.

Create and name a schema

To begin composing a schema, select Create schema in the top-right corner of the Schemas workspace.

The Schemas workspace Browse tab with Create schema highlighted.

The Create a schema dialog appears. In this dialog, you can choose to either manually create a schema by adding fields and field groups, or you can upload a CSV file and use ML algorithms to generate a schema. Select a schema creation workflow from the dialog.

The Create a schema dialog with the workflow options and select highlighted.

Beta Manual or ML-assisted schema creation

To learn how you can use a ML algorithm to recommend a schema structure based on an uploaded file, see the machine learning-assisted schema creation guide. This UI guide focusses on the manual creation workflow.

Choose a base class

The Create schema workflow appears. Next, choose a base class for the schema. You can choose between the core classes of XDM Individual Profile and XDM ExperienceEvent, or Other if these classes do not suit your purposes. The Other classes option allows you to either create a new class or choose from other pre-existing classes.

See the XDM individual profile and XDM ExperienceEvent documentation for more information on these classes. For the purposes of this tutorial, select XDM Individual Profile followed by Next.

The Create schema workflow with the XDM individual profile options and Next highlighted.

Name and review

After you have selected a class, the Name and review section appears. In this section, you provide a name and description to identify your schema. There are several important considerations to make when deciding on a name for your schema:

  • Schema names should be short and descriptive so that the schema can be easily found later.
  • Schema names must be unique, meaning it should also be specific enough that it will not be reused in the future. For example, if your organization had separate loyalty programs for different brands, it would be wise to name your schema “Brand A Loyalty Members” to make it easy to distinguish from other loyalty-related schemas you might define later.
  • You can also use the schema description to provide any additional contextual information regarding the schema.

This tutorial composes a schema to ingest data related to the members of a loyalty program, and therefore the schema is named “Loyalty Members”.

​The schema’s base structure (provided by the class) is shown in the canvas for you to review and verify your selected class and schema structure.

Enter a human-friendly Schema display name in the text field. Next, enter a suitable description to help identify your schema. When you have reviewed your schema structure and are happy with your settings, select Finish to create your schema.

The Name and review section of the Create schema workflow with the Schema display name, Description, and Finish highlighted.