diff --git a/doc/sphinx-guides/source/user/account.rst b/doc/sphinx-guides/source/user/account.rst index 5c704b90157..c3459a1f527 100755 --- a/doc/sphinx-guides/source/user/account.rst +++ b/doc/sphinx-guides/source/user/account.rst @@ -32,9 +32,9 @@ The Institutional Log In, ORCID, GitHub, and Google options are described in mor Create Account ~~~~~~~~~~~~~~ -To create a Dataverse account with the Username/Email log in option, use the "Sign Up" page, fill out the fields, then click the Create Account button. Please note that the Username field does not support email addresses but will allow the following characters: a-Z, 0-9, _ (underscores), - (hyphens), and . (periods). +To create a Dataverse account with the Username/Email log in option, use the "Sign Up" page. Fill out the fields, and then click the 'Create Account' button. Please note that the Username field does not support email addresses but will allow the following characters: a-Z, 0-9, _ (underscores), - (hyphens), and . (periods). -To create a Dataverse account associated with the log in option for your institution, ORCID, GitHub, or Google, use the "Log In" page and select one of these authentication providers. See the "Remote Authentication" section below for details. +To create a Dataverse account associated with the log in option for your institution, ORCID, GitHub, or Google, use the "Log In" page and select one of the authentication providers. See the "Remote Authentication" section below for details. Edit Account ~~~~~~~~~~~~ @@ -87,7 +87,7 @@ Convert your Dataverse account to use your Institutional Log In If you already have a Dataverse account associated with the Username/Email log in option, but you want to convert it to use your institutional log in, you can easily do so as long as your account uses an email address from that institution. -#. Go to the Account Information page to confirm your account email address is the same as your institutional email address. If not, you will need to update your Dataverse account to make them match. +#. Go to the Account Information page to confirm that your account email address is the same as your institutional email address. If not, you will need to update your Dataverse account to make them match. #. Log out of Dataverse. #. Go to “Log In” in the upper right corner of Dataverse. #. Select the "Your Institution" button under the "Other options" header. @@ -113,7 +113,7 @@ Create a Dataverse account using ORCID #. Click the "ORCID" button under the "Other options" header. #. Click the "Log In with ORCID" button to go to the ORCID website. #. If you do not already have an ORCID account, you can create one on this page. If you already have an ORCID account, click on "Sign in" and then enter your login under the "Personal account" tab. -#. After you put in your ORCID credentials successfully, you will be brought back to Dataverse to confirm the creation of your Dataverse account. If your ORCID account's privacy settings permit it, then the email address you've linked to your ORCID account will be suggested to you as an option. You can use this email if you like, or you can use any other email you might wish. If you have entered employment information within your ORCID account, the name of your employer will be suggested for the "Affiliation" field. +#. After you put in your ORCID credentials successfully, you will be brought back to Dataverse to confirm the creation of your Dataverse account. If your ORCID account's privacy settings permit it, the email address you've linked to your ORCID account will be suggested to you as an option. You can use this email if you like, or you can use any other email you might wish. If you have entered employment information within your ORCID account, the name of your employer will be suggested for the "Affiliation" field. Convert your Dataverse account to use ORCID for log in ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ diff --git a/doc/sphinx-guides/source/user/data-exploration/tworavens.rst b/doc/sphinx-guides/source/user/data-exploration/tworavens.rst index d6b2311cab0..1c046d310d0 100755 --- a/doc/sphinx-guides/source/user/data-exploration/tworavens.rst +++ b/doc/sphinx-guides/source/user/data-exploration/tworavens.rst @@ -40,7 +40,7 @@ The Summary tab shows summary statistics when a pebble is hovered over. If one r Modeling/Center Panel ===================== -The center panel displays a graphical representation of variable relations and denotes variables that have been tagged with certain properties. Variables may be tagged as either a dependent variable, a time series variable, or a cross sectional variable. Each of these are accomplished by clicking on the appropriate button at the top of the screen, and then clicking on a pebble in the center panel. You’ll notice that when a variable is tagged with a property, the fill color becomes white, and the outline (or stroke) of the pebble turns the color of property’s button. Note that to estimate a model, the dependent variable must be selected. +The center panel displays a graphical representation of variable relations and denotes variables that have been tagged with certain properties. Variables may be tagged as either a dependent variable, a time series variable, or a cross sectional variable. Each of these are accomplished by clicking on the appropriate button at the top of the screen, and then clicking on a pebble in the center panel. You’ll notice that when a variable is tagged with a property, the fill color becomes white, and the outline (or stroke) of the pebble turns the color of the property’s button. Note that to estimate a model, the dependent variable must be selected. Variable relations are specified by point-click-drag from one pebble to the other. When a path between pebbles has been specified, it is visually presented with a dotted arrow line and may be removed by pushing the delete key on your keyboard. @@ -81,4 +81,4 @@ Reset This is your start over button. Clicking this is equivalent to reloading the Web page or re-initiating TwoRavens. -Scenario Example: + diff --git a/doc/sphinx-guides/source/user/data-exploration/worldmap.rst b/doc/sphinx-guides/source/user/data-exploration/worldmap.rst index 398c3385da6..fe6be851be8 100644 --- a/doc/sphinx-guides/source/user/data-exploration/worldmap.rst +++ b/doc/sphinx-guides/source/user/data-exploration/worldmap.rst @@ -18,7 +18,7 @@ What is Geoconnect? Geoconnect is a platform that integrates Dataverse and WorldMap, allowing researchers to visualize their geospatial data. Geoconnect can be used to create maps of shapefiles or of tabular files containing geospatial information. Geoconnect is an optional component of Dataverse, so if you are interested in this feature but don't see it in the installation of Dataverse you are using, you should contact the support team for that installation and ask them to enable the Geoconnect feature. -If a data file's owner has created a map of that data using Geoconnect, you can view the map by clicking the "Explore" button. If the data is in the form of a shapefile, the button take you right to the map. If it's a tabular file, the Explore button will be a dropdown, and you'll need to select "Worldmap". +If a data file's owner has created a map of that data using Geoconnect, you can view the map by clicking the "Explore" button. If the data is in the form of a shapefile, the button takes you right to the map. If it's a tabular file, the Explore button will be a dropdown, and you'll need to select "Worldmap". Mapping shapefiles with Geoconnect ================================== diff --git a/doc/sphinx-guides/source/user/dataset-management.rst b/doc/sphinx-guides/source/user/dataset-management.rst index 3cc1e052eaf..6be8981839e 100755 --- a/doc/sphinx-guides/source/user/dataset-management.rst +++ b/doc/sphinx-guides/source/user/dataset-management.rst @@ -15,10 +15,10 @@ Supported Metadata A dataset contains three levels of metadata: #. **Citation Metadata**: any metadata that would be needed for generating a data citation and other general metadata that could be applied to any dataset; -#. **Domain specific Metadata**: with specific support currently for Social Science, Life Science, Geospatial, and Astronomy datasets; and +#. **Domain Specific Metadata**: with specific support currently for Social Science, Life Science, Geospatial, and Astronomy datasets; and #. **File-level Metadata**: varies depending on the type of data file - see *File Handling and Uploading* section below for more details). -For more details about what Citation and Domain specific metadata is supported please see our :ref:`user-appendix`. +For more details about what Citation and Domain Specific Metadata is supported please see our :ref:`user-appendix`. Note that once a dataset has been published its metadata may be exported. A button on the dataset page's metadata tab will allow a user to export the metadata of the most recently published version of the dataset. Currently supported export formats are DDI, Dublin Core and JSON. @@ -30,7 +30,7 @@ Adding a New Dataset #. To quickly get started, enter at minimum all the required fields with an asterisk (e.g., the Dataset Title, Author, Description, Contact Email and Subject) to get a Data Citation with a DOI. #. Scroll down to the "Files" section and click on "Select Files to Add" to add all the relevant files to your Dataset. - You can also upload your files directly from your Dropbox. **Tip:** You can drag and drop or select multiple files at a time from your desktop, + You can also upload your files directly from your Dropbox. **Tip:** You can drag and drop or select multiple files at a time from your desktop directly into the upload widget. Your files will appear below the "Select Files to Add" button where you can add a description and tags (via the "Edit Tag" button) for each file. Additionally, an MD5 checksum will be added for each file. If you upload a tabular file a :ref:`Universal Numerical Fingerprint (UNF) ` will be added to this file. #. Click the "Save Dataset" button when you are done. Your unpublished dataset is now created. @@ -49,19 +49,18 @@ File Handling + Uploading To upload new files to a dataset, click the "Edit" button at the top of the dataset page and from the dropdown list select "Files (Upload)" or click the "Upload Files" button above the files table in the Files tab. From either option you will be brought to the Upload Files page for that dataset. -Once you have uploaded files, you will be able to edit the file metadata, restrict, add tags. Click "Save Changes" to complete the upload. If you uploaded a file by mistake, you can delete them before saving by clicking the checkbox to select the file, and then clicking the "Delete" button above the files table. +Once you have uploaded files, you will be able to edit file metadata, restrict access to files, and/or add tags. Click "Save Changes" to complete the upload. If you uploaded a file by mistake, you can delete it before saving by clicking the checkbox to select the file, and then clicking the "Delete" button above the Files Table. File upload limit size varies based on Dataverse installation. The file upload size limit can be found in the text above where files are uploaded in the application. If you have further questions, contact support for that installation by clicking on the Support link at the top of the application. -The file types listed below are supported by additional functionality, which can include downloading in different formats, subsets, file-level metadata preservation, file-level data citation; and exploration -through data visualization and analysis. +The file types listed below are supported by additional functionality, which can include downloading in different formats, subsets, file-level metadata preservation, file-level data citation; and exploration through data visualization and analysis. Tabular Data Files ------------------ Files in certain formats - Stata, SPSS, R, Excel(xlsx) and CSV - may be ingested as tabular data (see "Tabular Data Ingest" section for details). Tabular data files can be further explored and manipulated with `TwoRavens <../user/data-exploration/tworavens.html>`_ - a statistical data exploration application integrated with Dataverse. It allows the user to run statistical models, view summary statistics, download subsets of variable vectors and more. To start, click on the "Explore" button, found next to each relevant tabular file (the application will be opened in a new window). To download subsets of variables click on the "Download" button found next to a relevant tabular file and select "Data Subset" in the dropdown menu. You will then be able to create your subset using the interface opened in a new window (this functionality is also provided by the `TwoRavens <../user/data-exploration/tworavens.html>`_ project). See the `TwoRavens documentation section <../user/data-exploration/tworavens.html>`_ for more information. -For example, the ingest functionality for tabular files in the Harvard Dataverse, a file can only be up to 2GB in size. To use the ingest functionality for RData files, a file can only be up to 1MB in size, however, to upload a RData file without using ingest, a file can be up to 2GB in size. +For example, for the ingest functionality for tabular files in Harvard Dataverse, a file can only be up to 2GB in size. To use the ingest functionality for RData files, a file can only be up to 1MB in size. However, to upload a RData file without using ingest, a file can be up to 2GB in size. Additional download options available for tabular data (found in the same drop-down menu under the "Download" button): @@ -147,7 +146,7 @@ Edit Files Edit File Metadata ------------------ -Go to the dataset you would like to edit where you will see the listing of files. Select the files you would like to edit by using either the Select All checkbox or individually selecting files. Next, click the "Edit Files" button above the file table and from the dropdown menu select if you would like to: +Go to the dataset you would like to edit, where you will see the listing of files. Select the files you would like to edit by using either the Select All checkbox or individually selecting files. Next, click the "Edit Files" button above the file table and from the dropdown menu select if you would like to: - Delete the selected files - Edit the file metadata (file name, description) for the selected files @@ -178,7 +177,7 @@ After successfully replacing a file, a new dataset draft version will be created Terms ===== -In the Terms tab, which can also be found by clicking on the Edit dropdown button of a Dataset, you can setup how users can use your data once they have downloaded it (CC0 waiver or custom Terms of Use), how they can access your data if you have files that are restricted (terms of access), and enable a Guestbook for your dataset so that you can track who is using your data and for what purposes. These are explained in further detail below: +In the Terms tab, which can also be found by clicking on the Edit dropdown button of a Dataset, you can set up how users can use your data once they have downloaded it (CC0 waiver or custom Terms of Use), how they can access your data if you have files that are restricted (terms of access), and enable a Guestbook for your dataset so that you can track who is using your data and for what purposes. These are explained in further detail below: CC0 Waiver + Dataset Terms of Use --------------------------------- @@ -220,7 +219,7 @@ Dataset permissions can be found from the dataset by clicking the "Edit" button The dataset permissions page has two sections: Users/Groups and Roles. In the top, "Users/Groups" panel, you can find all the users and groups that have access to your dataset. To give someone access to view your unpublished dataset or edit your published or unpublished dataset, click on the "Assign Roles to Users/Groups" button in the Users/Groups section. -The panel below that is "Roles" where you can find all the roles set up in your dataverse, that you can assign to users and groups. These roles are set at your dataverse-level and are displayed here at the dataset-level as a reference for when you are granting permission to users and/or groups. +The panel below that is "Roles", where you can find all the roles set up in your dataverse, which you can assign to users and groups. These roles are set at your dataverse-level and are displayed here at the dataset-level as a reference for when you are granting permission to users and/or groups. File-Level ---------- @@ -332,9 +331,9 @@ There is also a Versions tab on the file page. The versions table for a file dis Version Details --------------- -To view what has exactly changed starting from the originally published version to any subsequent published versions: click the Versions tab on the dataset page to see all versions and changes made for that particular dataset. +To view exactly what has changed, starting from the originally published version to any subsequent published versions: click the Versions tab on the dataset page to see all versions and changes made for that particular dataset. -Once you have more than one version (can be version 1 and a draft), you can click the "View Details" link next to each summary to learn more about the metadata fields and files that were either added or edited. You can also click the checkboxes to select any two dataset versions, then click the "View Differences" button to open the Version Differences Details popup and compare the differences between them. +Once you have more than one version (this can simply be version 1 and a draft), you can click the "View Details" link next to each summary to learn more about the metadata fields and files that were either added or edited. You can also click the checkboxes to select any two dataset versions, then click the "View Differences" button to open the Version Differences Details popup and compare the differences between them. .. _deaccession: diff --git a/doc/sphinx-guides/source/user/dataverse-management.rst b/doc/sphinx-guides/source/user/dataverse-management.rst index 287f2185ddd..82755773b90 100755 --- a/doc/sphinx-guides/source/user/dataverse-management.rst +++ b/doc/sphinx-guides/source/user/dataverse-management.rst @@ -25,7 +25,7 @@ Creating a dataverse is easy but first you must be a registered user (see :doc:` * **Affiliation**: Add any Affiliation that can be associated to this particular dataverse (e.g., project name, institute name, department name, journal name, etc). This is automatically filled out if you have added an affiliation for your user account. * **Description**: Provide a description of this dataverse. This will display on the home page of your dataverse and in the search result list. The description field supports certain HTML tags (, ,
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-

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  • ,
      ,

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      , , , , , , 
        ). * **Category**: Select a category that best describes the type of dataverse this will be. For example, if this is a dataverse for an individual researcher's datasets, select Researcher. If this is a dataverse for an institution, select Organization & Institution. - * **Choose the sets of Metadata Elements for datasets in this dataverse**: by default the metadata elements will be from the host dataverse that this new dataverse is created in. Dataverse offers metadata standards for multiple domains. To learn more about the metadata standards in Dataverse please check out the :doc:`/user/appendix`. + * **Choose the sets of Metadata Elements for datasets in this dataverse**: By default the metadata elements will be from the host dataverse that this new dataverse is created in. Dataverse offers metadata standards for multiple domains. To learn more about the metadata standards in Dataverse please check out the :doc:`/user/appendix`. * **Select facets for this dataverse**: by default the facets that will appear on your dataverse landing page will be from the host dataverse that this new dataverse was created in. The facets are simply metadata fields that can be used to help others easily find dataverses and datasets within this dataverse. You can select as many facets as you would like. #. Selected metadata elements are also used to pick which metadata fields you would like to use for creating templates for your datasets. Metadata fields can be hidden, or selected as required or optional. Once you have selected all the fields you would like to use, you can create your template(s) after you finish creating your dataverse. #. Click "Create Dataverse" button and you're done! @@ -54,7 +54,7 @@ General Information The General Information page is how you edit the information you filled in while creating your dataverse. If you need to change or add a contact email address, this is the place to do it. Additionally, you can update the metadata elements used for datasets within the dataverse, change which metadata fields are hidden, required, or optional, and update the facets you would like displayed for browsing the dataverse. If you plan on using templates, you need to select the metadata fields on the General Information page. -Tip: The metadata fields you select as required, will appear on the Create Dataset form when someone goes to add a dataset to the dataverse. +Tip: The metadata fields you select as required will appear on the Create Dataset form when someone goes to add a dataset to the dataverse. .. _theme: @@ -118,7 +118,7 @@ You can also give access to a Dataverse user to allow them to access an unpublis Dataset Templates ====================== -Templates are useful when you have several datasets that have the same information in multiple metadata fields that you would prefer not to have to keep manually typing in or want to use a custom set of Terms of Use and Access for multiple datasets in a dataverse. In Dataverse 4.0, templates are created at the dataverse level, can be deleted (so it does not show for future datasets), set to default (not required), or can be copied so you do not have to start over when creating a new template with similiar metadata from another template. When a template is deleted, it does not impact the datasets that have used the template already. +Templates are useful when you have several datasets that have the same information in multiple metadata fields that you would prefer not to have to keep manually typing in, or if you want to use a custom set of Terms of Use and Access for multiple datasets in a dataverse. In Dataverse 4.0, templates are created at the dataverse level, can be deleted (so it does not show for future datasets), set to default (not required), or can be copied so you do not have to start over when creating a new template with similiar metadata from another template. When a template is deleted, it does not impact the datasets that have used the template already. How do you create a template? diff --git a/doc/sphinx-guides/source/user/tabulardataingest/csv.rst b/doc/sphinx-guides/source/user/tabulardataingest/csv.rst index e30f4889972..f716a6d4428 100644 --- a/doc/sphinx-guides/source/user/tabulardataingest/csv.rst +++ b/doc/sphinx-guides/source/user/tabulardataingest/csv.rst @@ -12,7 +12,7 @@ Dataverse will make an attempt to turn CSV files uploaded by the user into tabul Main formatting requirements: ----------------------------- -The first line must contan a comma-separated list of the variable names; +The first line must contain a comma-separated list of the variable names; All the lines that follow must contain the same number of comma-separated values as the first, variable name line.