one follow up:

We can add metadata in the dataset definition or add metadata through the schema browser. After discussions with Josh, we are adding a lookup for all instances of the EHR project field in query metadata, not the dataset definition. I have also tried adding several other lookups using query metadata instead of doing it in the dataset definition (for testing purposes).

When adding lookups using query metadata, they don't seem to appear correctly in the normal dataset insert / update pages. If I define the lookup in the dataset definition then the corresponding field is a select. If I define it using query metadata, it is not. In either case, the field appears correctly in the schema browser, so the lookup does seem to get recognized here. I assume that means I can write sql using it, but have not tried.

Is that the expected behavior?