Manage Study Templates

You can set up study templates for a dataverse to prepopulate any of the Cataloging Information fields of a new study with default values. When a user adds a new study, that user can select a template to fill in the defaults.

Study templates help to reduce the work needed to add a study, and to apply consistency to studies within a dataverse. For example, you can create a template to include the Distributor and Contact details so that every study has the same values for that metadata.

For detailed information about how to add, edit, manage, or delete a study template, see the following topics:

Add Template

To create a new study template:

  1. Navigate to your dataverse homepage.
  2. Click My Options, scroll to the Curator Options, and then click Manage Templates.
    You see the Manage Templates page.
  3. Click Add Template.
    You see the Edit Study Template page.
  4. In the Template Name field, enter a descriptive name for this template.
  5. Enter generic information in any of the Cataloging Information metadata fields.
    To list every field, click the Show All Fields radio button at the top-right corner of the page.
  6. After you complete entry of generic details in the fields that you choose to prepopulate for new studies, click Save to create the template.
    You see the Manage Templates page, with your new template listed.

Edit Template

To edit an existing study template:

  1. Navigate to your dataverse homepage.
  2. Click My Options, scroll to the Curator Options, and then click Manage Templates.
    You see the Manage Templates page.
  3. In the list of templates, click the Edit link for the template that you choose to edit.
    You see the Edit Study Template page, with the template setup that you selected.
  4. Edit the template fields that you choose to change, add, or remove.
  5. Click Save to save your changes.
    You see the Manage Templates page, with your edited template listed.

Set the Default Template

To set any study template as the default template that applies automatically to new studies:

  1. Navigate to your dataverse homepage.
  2. Click My Options, scroll to the Curator Options, and then click Manage Templates.
    You see the Manage Templates page.
  3. In the list of templates, click the Make Default link next to the name of the template that you choose to set as the default.
    The Current Default Template label is displayed next to the name of the template that you set as the default.

Remove Template

To delete a study template from a dataverse:

  1. Navigate to your dataverse homepage.
  2. Click My Options, scroll to the Curator Options, and then click Manage Templates.
    You see the Manage Templates page.
  3. In the list of templates, click the Remove link for the template that you choose to remove from the dataverse.
    You see the Deleting Template page.
  4. Click Delete to remove the template from the dataverse.
    Click Cancel to keep the template.
    If the Delete action was successful, you see the message Delete Successful.