Main Menu Options

All users can perform the following by using the main menu options:

• Click Search/Browse on a Network page to find studies and data in the Network. You see the Now Available tab listing public dataverses.
  Click Search/Browse on a dataverse page to find studies and data in that dataverse. You see the dataverse homepage listing public studies in that dataverse.
  Click Advanced Search to define your search in greater detail. You see the Advanced Search page.
• Click User Guides to open a new browser window and start reading our online guides.
• Click Site Map to view all options available to you, listed in a text tree.
• Click Contact Us on the Network homepage to fill in a form and submit a question or comment to the Network admin.
  Click Contact Us on a dataverse web page to submit a question or comment to that dataverse's admin.
• Click Log in to access your privileged options. Click Log out to return to the unprivileged state.
• Click <Your Username> when logged in to access your account settings.

Note: A login timeout period exists. After you log in, if you do not use the interface for a short period of time, the Network might prompt you to log in again when you do start using it.

Settings and Terms

Status and permission settings can apply independently to the following:

• Dataverses
• Studies
• Study files

In addition, Terms of Use can apply at any level: Network, dataverse, or study.

Cataloging Information (Citation Fields)

When a study is created, a set of metadata is associated with that study. This metadata is called the Cataloging Information for the study. When you select a study to view it, you first see the Cataloging Information tab listing the metadata associated with that study. This is the default view of a study.

Cataloging Information contains numerous fields that help to describe the study. The amount of information you find for each study varies, based on what was entered by the author (Contributor) or Curator of that study. For example, one study might display the distributor, related material, and geographic coverage. Another study might display only the authors and the abstract. Every study includes the Citation Information fields in the Cataloging Information.

Note: A comprehensive list of all Cataloging Information fields is provided in the List of Metadata.

Cataloging Information is divided into four sections. These sections and their details are displayed only when the author (Contributor) or Curator provides the information when creating the study. Sections consist of the following:

• Citation Information - These fields comprise the citation for the study, consisting of a global identifier for all studies and a UNF, or Universal Numerical Fingerprint, for studies that contain subsettable data files. It also can include information about authors, producers and distributors, and references to related studies or papers.
• Abstract and Scope - This section describes the research study, lists the study's data sets, and defines the study's geographical scope.
• Data Collection/Methodology - This section includes the technical details of how the author obtained the data.
• Terms of Use - This information explains that the study requires users to accept a set of conditions or agreements before downloading or analyzing the data. If any Terms of Use text is displayed in the Cataloging Information section, you are prompted to accept the conditions when you click the download or analyze icons in the Files page.
  Note: A study might not contain Terms of Use, but in some cases the original parent dataverse might have set conditions for all studies owned by that dataverse. In that case, the conditions are inherited by the study and you must accept these conditions before downloading files or analyzing the data.

List of Study Files

When you view a study, click the Documentation, Data and Analysis tab to view a list of all electronic files associated with the study that were provided by the author or Curator. See the Legend at the bottom of the Documentation, Data and Analysis tab to interpret any icons associated with these files.

A study might contain documentation files and data files. When you upload data files of the type .dta, .sav, or .por to the Network, they are converted to .tab tab-delimited files. These .tab files are subsettable, and can be subsetted and analyzed online by using the Dataverse Network application.

You can identify a subsettable data file by the analysis icon and the number of variables and categories listed next to the file name. Other files that also contain data might be associated with a study, but the Dataverse Network application does not recognize them as data (or subsettable) files.

Browse Collections

You can browse all public dataverses from the Network homepage Now Available tab. Click the title of a dataverse to browse that dataverse's collections and studies. Click the title of a collection to view a list of studies and subcollections for that selection. Click the title of a study to view the Cataloging Information and study files for that selection.

When you select a dataverse to view its contents, the homepage opens to the root collection, and the dataverse's studies are displayed directly under the root collection name. If the root collection contains other collections, then those collections are listed and not the studies within them. You must select a collection title to view the studies contained within it.

Note: If a dataverse includes links to collections from another dataverse and the root collection does not contain other collections, the homepage opens to a list of the root and linked collections.

Search - Basic

You can search for studies across the entire DVN from the Network homepage, or search within a dataverse from the dataverse homepage. When you search across the Network, studies from restricted dataverses are not included in the search. If an entire study is restricted (both metadata and files), it is not included in search results unless you have access to that data. After your search is complete, you can further narrow your list of data by searching again in the results. See Search Tips for search examples and guidelines.

When you enter more than one term in the search text field, the results list contains studies that have these terms near each other within the study fields searched. For example, if you enter United Nations, the results include studies where the words United and Nations are separated by no more than four words in the same study field, such as abstract or title.

You can restrict a search to content in the following study fields by using the basic Search drop-down list:

• Cataloging Information - This is the default field to search. It supports a search in any field of the studies' Cataloging Information, which includes citation information, abstract and other scope-related information, methodology, and Terms of Use.
• Title - This option searches only the title field of studies.
• Author - This option searches only the author fields of studies.
• Study ID - This option searches the ID field of studies, without including the handle (hdl) and the authority (1902.X) values.
• Variable Information - This option searches the variable name and description fields in the studies' data files, given that a data file is subsettable. Results of a search using this field lists the studies with the file and the variable name in which the search term was found.

Search Tips

Use the following guidelines to search effectively within a Network or a dataverse:

• The default search syntax uses AND logic within individual fields. That is, if you enter more than one term, the search engine looks for all terms within a single field, such as title or abstract.
  For example, if you enter United Nations report, the results list any studies that include the terms United, Nations, and report within a single metadata field.
• The search logic looks for multiple terms within a specific proximity to one another, and in the same field. The current proximity criteria is four words. That is, if you enter two search terms, both terms must be within four words of each other in the same field to be returned as a result.
  For example, you might enter 10 year in a basic search. If a study includes the string 10 millions deaths per year within a metadata field, such as abstract, that study is not included in the search results. A study that contains the string 10 per year within the abstract field is included in the search results.
• You can enter one term in the search field, and then search within those results for another term to narrow the results further. This might be more effective than searching for both terms at one time, if those terms do not meet the proximity and field limits specified previously.
  You could first search for an author's name, and then search those results for a specific term in the title. If you try searching for both terms in the author and title fields together, you might not find the study for which you are looking.
  For example, you can search the IQSS DVN for the following study:

  Gary King; Will Lowe, 2003, "10 Million International Dyadic Events", hdl:1902.1/FYXLAWZRIA UNF:3:um06qkr/1tAwpS4roUqAiw== Murray Research Archive [Distributor]

  If you type King, 10 Million in the Search field and click Search, you see 0 matches were found in the Results field. If you type 10 in the Search field and click Search, you see something like 1621 matches were found in the Results field. But if you first type King in the Search field and click Search, then type 10 Million in the Search field and click Search again, you see something like 4 matches were found in the Results field.

Search - Advanced

In an advanced search, you can refine your criteria by choosing which Cataloging Information fields to search. You also can apply logic to the field search. For text fields, you can specify that the field searched either contains or does not contain the text that you enter. For date fields, you can specify that the field searched is either later than or earlier than the date that you enter. Refer to the Documentation page for Query Syntax at the Lucene web site for full syntax details.

To perform an advanced search, click the Advanced Search link at the top-right of the Search panel. You can search the following study metadata fields by using the Search Scope drop-down list:

• Title - Title field of studies' Cataloging Information.
• Author - Author fields of studies' Cataloging Information.
• Study ID - ID assigned to studies.
• Other ID - A different ID previously given to the study by another archive.
• Abstract - Any words in the abstract of the study.
• Keyword - A term that defines the nature or scope of a study. For example, elections.
• Keyword Vocabulary - Reference to the standard used to define the keywords.
• Topic Classification - One or more words that help to categorize the study.
• Topic Classification Vocabulary - Reference used to define the Topic Classifications.
• Producer - Institution, group, or person who produced the study.
• Distributor - Institution that is responsible for distributing the study.
• Funding Agency - Agency that funded the study.
• Production Date - Date on which the study was created or completed.
• Distribution Date - Date on which the study was distributed to the public.
• Date of Deposit - Date on which the study was uploaded to the Network.
• Time Period Cover Start - The beginning of the period covered by the study.
• Time Period Cover End - The end of the period covered by the study.
• Country/Nation - The country or countries where the study took place.
• Geographic Coverage - The geographical area covered by the study. For example, North America.
• Geographic Unit - The smallest geographic unit in which the study took place, such as state.
• Universe - Universe of interest, population of interest, or target population.
• Kind of Data - The type of data included in the file, such as survey data, census/enumeration data, or aggregate data.
• Variable Information - The variable name and description in the studies' data files, given that the data file is subsettable. It returns the studies that contain the file and the variable name where the search term was found.

Sort Results

When your search is complete, the results page lists studies that met the search criteria in order of relevance. For example, a study that includes your search term within the Cataloging Information in ten places appears before a study that includes your search term in the Cataloging Information in only one place.

You can sort search results by title, study ID, or number of downloads (that is, the number of times users downloaded any file belonging to that study). Click the Sort By drop-down list to choose your sort order.

When you browse a collection, the studies contained within the collection are listed alphabetically by title.

Download All Files in a Study

If you download all data files within a study, the files are downloaded in a zipped archive, and the individual files are in tab-delimited format. You must unzip the archive to view or use the individual, tab-delimited data files.

To download all data sets associated with a study:

1. Go to the Documentation, Data and Analysis tab for the study.
2. Click the download icon at the top of the list of files.
3. Follow your browser's prompts to open or save the zipped archive of all study files to your computer's disk drive.

Download All Files in a Category

When files are uploaded to a study, the Contributor assigns a category to the file: Documentation or Data File.

If you download all data files within a category, the files are downloaded in a zipped archive, and the individual files are in tab-delimited format. You must unzip the archive to view or use the individual, tab-delimited data files.

To download all data sets within a category:

1. Go to the Documentation, Data and Analysis tab for the study.
2. Click the download icon beside the selected category.
3. Follow your browser's prompts to open or save the zipped archive of all study files within that category to your computer's disk drive.

Download Individual Files

If you download an individual data file, you can select from several file formats in which to download the data. If you select tab-delimited format, the file is downloaded directly. If you select any other format, the file is downloaded in a zipped archive. You must unzip the archive to view or use the individual data file.

To download one full data set without subsetting or analyzing the contents:

1. Go to the Documentation, Data and Analysis tab for the study.
2. Use the Type pull-down menu to select the downloaded file format.
3. Click the download icon beside the selected data set file.
4. Follow your browser's prompts to open or save the data file to your computer's disk drive.

Statistical Analysis Models

You can apply any of the following advanced statistical models to all or some variables in a data set:

• Descriptive statistics: Univariate numeric or graphic summaries
• Categorical data analysis: Cross tabulation
• Event count models, for event count dependent variables:
  • Negative binomial regression
  • Social network Poisson regression
  • Poisson regression
• Models for continuous bounded dependent variables:
  • Exponential regression for duration
  • Gamma regression for continuous positives
  • Log-normal regression for duration
  • Social network gamma regression for continuous positives
  • Weibull regression for duration
• Models for continuous dependent variables:
  • Least squares regression
  • Social network least-squares regression
  • Social network normal regression
  • Linear regression for left-censoreds
• Models for dichotomous dependent variables:
  • Logistic regression
  • Social network complementary log-log regression
  • Social network logistic regression
  • Social network probit regression
  • Probit regression
  • Rare events regression
• Models for ordinal dependent variables:
  • Ordinal logistic regression for ordered categoricals
  • Ordinal probit regression for ordered categoricals

Access Subset and Analysis Options

You can subset and analyze data files before you download the file or your subsets.

To access the Subset and Analysis options for a data set:

1. Click the title of the study from which you choose to analyze or download a file or subset.
2. Click the Documentation, Data and Analysis tab for the study.
3. In the list of study files, locate the data file that you choose to download, subset, or analyze.
   You can download data sets for a file only if the file entry includes the subset icon.
4. Click the subset icon associated with the selected file.
   If prompted, check the I accept box and click Continue to accept the Terms of Use, and then click the subset icon again.

Subset or Recode Data

Review the Data Subset and Recode Tips before you start work with a study's files.

To subset and recode variables within a data set:

1. In the Subset and Analysis page, click the Subset and Recode tab.
2. From the Show drop-down list, select one of the following options to show variables in redefined quantities: All, 50, 20, or 10.
3. Scroll down the screen and click the check boxes to select variables from the table of available values. When you select a variable, it is added to the Selected Variables box at the top of the tab.
   To remove a variable from this box, deselect it from the Variable Type list at the bottom of the screen.
   To select all variables, click the check box beside the column name, Variable Type.
4. Select one variable in the Selected Variables box, and then click the right Arrow button.
   These name of the variable appears in the New Variable Name and New Variable Label boxes.
5. In the New Variable Label field, change the variable name to a unique value that is not used in the data file.
   The new variable label is optional and you can leave it blank.
6. In the table below the Variable Name fields, you can check one or more values to drop them from the subset, or enter new values or ranges (as a condition) as needed. Click the Add Value/Range button to create more entries in the value table.
   (See Data Subset and Recode Tips for more information about adding values and ranges.)
7. Click the Apply Recodes button.
   Your renamed variables appear in the Selected Variables box.
   Note: If you enter a variable name that is already in use, you see the message The variable Name you entered is found among the existing variables; enter a new variable name.
8. Select another variable in the Selected Variables box, click the right Arrow button, and repeat the recode action.
   Repeat this process for each variable that you choose to recode.

Continue to download a subset.

Data Subset and Recode Tips

Use the following guidelines when working with data files:

• Subsetting:
  • If the variable you chose for subsetting has information about its value-labels, you can prefill the table with these data for convenience.
  • To exclude a value in the last column of the table, click the check box in the same row.
  • To include a particular value or range, enter it in the last column whose header shows the name of the variable for subsetting.
• Recoding:
  • You must fill at least the first (new value) and last (condition) columns of the table; the second column is optional and for a new value label.
  • If the old variable you chose for recoding has information about its value-labels, you can prefill the table with these data for convenience, and then modify these prefilled data.
  • To exclude a value from your recoding scheme, click the check box in the same row.
• Entering a value or range as a condition for subsetting or recoding:
  • Suppose the variable you chose for recoding is x.
    If your condition is x==3, enter 3.
    If your condition is x < -3, enter (--3.
    If your condition is x > -3, enter -3-).
    If your condition is -3 < x < 3, enter (-3, 3).
  • Use square brackets ([]) for closed ranges.
  • You can enter nonoverlapping values and ranges separated by a comma, such as 0,[7-9].

Download Subsets

You can download a subset of variables within a study file. You also can recode a subset of variables and download the recoded subset, if you choose.

To download a subset of variables:

1. In the Subset and Analysis page, click the Download Subset tab.
2. Click the radio button for the appropriate File Format in which to download the variables: Text, R Data, S plus, or Stata.
3. Click the Show drop-down list to select the quantities of variables to list at one time: All, 50, 20, or 10.
4. Scroll down the screen and click the check boxes to select variables from the table of available values. When you select a variable, it is added to the Selected Variables box at the top of the tab.
   To remove a variable from this box, deselect it from the Variable Type list at the bottom of the screen.
   To select all variables, click the check box beside the column name, Variable Type.
5. Click the Download button. If prompted, check the I accept box and then click the Continue button to accept the Terms of Use. Then, click Download again.
6. Follow your browser's prompt to open or save the data file to your computer's disk drive.

Apply Descriptive Statistics

To apply descriptive statistics to a data set or subset:

1. In the Subset and Analysis page, click the Descriptive Statistics tab.
2. Click one or both of the Descriptive Statistics options: Univariate Numeric Summaries and Univariate Graphic Summaries.
3. From the Show drop-down list, select one of the following options to show variables in predefined quantities: All, 50, 20, or 10.
4. Scroll down the screen and click the check boxes to select variables from the table of available values. When you select a variable, it is added to the Selected Variables box at the top of the tab.
   To remove a variable from this box, deselect it from the Variable Type list at the bottom of the screen.
   To select all variables, click the check box beside the column name, Variable Type.
5. Click the Run Statistics button.
   If prompted, check the I accept box and then click the Continue button to accept the Terms of Use. Then, click Run Statistics again.
   You see the Dataverse Analysis page.
6. Under Citation Information about the data set, click Citation Info to display various methods of citation for the study's replication data.
   Under Results, click Descriptive Statistics to check each model's estimation results and descriptive statistics (if applicable). You also can click Show log to view the R log file.
   Click the e-mail link to contact the Dataverse Admin about these results.
   You can retain these details by copying and pasting the text into another document file or saving the page.
7. Click Go back to the previous page, at the top of the screen.

Perform Advanced Analysis

To run statistical models for selected variables:

1. In the Subset and Analysis page, click the Advanced Statistical Analysis tab.
2. Scroll down the screen and click the check boxes to select variables from the table of available values. When you select a variable, it is added to the Selected Variables box at the top of the tab.
   To remove a variable from this box, deselect it from the Variable Type list at the bottom of the screen.
   To select all variables, click the check box beside the column name, Variable Type.
3. Select a model from the Choose a Statistical Model drop-down list.
4. Select one variable in the Selected Variables box, and then click the applicable arrow button to assign a function within that analysis model to that variable.
   You see the name of the variables in the appropriate function box.
   Note: Some functions allow a specific type of variable only, while other functions allow multiple variable types. Types include Character, Continuous, and Discrete. If you assign an incorrect variable type to a function, you see an Incompatible type error message.
5. Repeat the variable and function assignments until your model is complete.
6. Select your Output and Analysis options.
7. Click the Run Model button.
   If prompted, check the I accept box and then click the Continue button to accept the Terms of Use. Then, click Run Model again.
   You see the Dataverse Analysis page.
8. Under Citation Information about the data set, click Citation Info to display various methods of citation for the study's replication data.
   Under Results, click Descriptive Statistics to check each model's estimation results and descriptive statistics, if applicable. You also can click Show log to view the R log file, and click the e-mail link to contact the Dataverse Admin about these results.
   To retain these details, copy and paste the text into a document file or save the page.
9. Click the Go back to the previous page link at the top of the screen.

Enter Cataloging Information

A complete list of Cataloging Information fields that comprise the metadata for a study is provided in the List of Metadata.

To enter the Cataloging Information for a new study:

1. Log in to the Network and navigate to the dataverse to which you plan to contribute.
   This dataverse is specified in your Contributor account e-mail.
2. Click My Options, scroll to Contributor Options, and then click Add New Study.
   If prompted to accept Terms of Use, check the I Accept box and then click the Continue button.
   You see the Cataloging Information tab of the study page.
3. Enter a title in the Title field before you do anything else.
4. Enter data in the Cataloging Information fields.
   To list all fields, including the Terms of Use fields, click the Show Additional Fields button after you enter a title. Use the following guidelines to complete these fields:
   • A light blue background in any form field indicates that HTML, JavaScript, and style tags are permitted. You cannot use the html and body element types.
   • To use the inline help and view information about a field, roll your cursor over the field title.
   • Be sure to complete the Abstract field.
   • To set Terms of Use for your study, scroll to the bottom of the Cataloging Information tab.
     Eight fields appear under the Terms of Use label. You must complete at least one of these fields to enable Terms for this study.
5. Click Save to keep your changes, or click Cancel to lose your changes.
6. Continue to the next topic and upload the Study Files.

Upload Study Files

See Study File Tips for more about uploading files for a dataverse study.

To upload files associated with a new study:

1. After you enter the Cataloging Information on the study page, you can click the Upload Files tab before you click Save to upload your files.
   If you clicked Save on the Cataloging Information tab, click the Add File(s) link in the top-right area of the page to go to the Upload Files tab.
   If prompted to accept Terms of Use, check the I Accept box and then click the Continue button.
2. For each file that you choose to upload to your study, click the Browse button to select the file and upload one file at a time.
   There is no restriction to the number or types of files that you can upload to the IQSS DVN. There is a maximum file size of 1 gigabyte for each subsettable data file that you upload.
3. For each file that you upload, first click the check box in front of the file's entry in the list, and then use the Category drop-down list to select the type of file that you uploaded.
   Every checked file is assigned the category that you select. Be sure to click the checked box to remove the check before you select a new value in the Category list for another file.
4. In the Description field, enter a brief message that identifies the contents of your file.
5. Click Save when you are finished uploading files.
   You see the Documentation, Data and Analysis tab of the study page with a list of the uploaded files. For each subsettable data set file that you upload, the number of variables and a link to the Data Citation information for that data set are displayed. If you uploaded an SPSS (.sav or .por) file, the Type for that file is changed to Tab delimited and the file extension is changed to .tab when you click Save.
6. Continue to the next step and set file permissions for the study or its files.

Study File Tips

Keep in mind these tips when uploading study files to your dataverse:

• You can add information for each file, including:
  • File name
  • Category (documentation or data)
  • Description
• If you upload the wrong file, click the Delete check box to prevent the addition of that file to your study.
  To replace a file after you upload it and save the study, first delete the file and then upload a new one.
• If you upload a STATA (.dta) or SPSS (.sav or .por) file, the file automatically becomes subsettable (that is, subset and analysis tools are available for that file in the Network). In this case, processing the file might take some time and you will not see the file listed immediately after you click Save.
• When you upload a subsettable data file, you are prompted to provide or confirm your e-mail address for notifications. One e-mail lets you know that the file upload is in progress; a second e-mail notifies you when the file upload is complete.
• While the upload of the files takes place, your study is not available for editing. It becomes available as soon as the upload is completed.

Set Study Permissions

You can restrict access to a study, all of its files, or some of its files. This restriction extends to the search and browse functions.

To permit or restrict access:

1. On the study page, click the Permissions link.
2. To set permissions for the study:
   1. Scroll to the Entire Study Permissions panel, and click the drop-down list to change the study to Restricted or Public.
   2. In the If study is set as Restricted field, enter a user or group that you choose to grant access to the study, then click Add User/Group.

   To set permissions for all files in the study at one time, scroll to the All Files Permissions panel, and click the check box to require users to log in or to request by e-mail permission to view the study.
   To set permission for individual files in the study, scroll to the Individual File Permissions panel, and enter a user or group to grant permissions to an individual file. Then, click Update.

3. Click Save Changes to keep your changes or Cancel to return to the Cataloging Information tab.

Note: You can edit or delete your study if you choose, but only until you submit the study for reveiw. After you submit your study for review, you cannot edit or delete it from the dataverse.

Delete Studies

You can delete a study that you contribute, but only until you submit that study for review. After you submit your study for review, you cannot delete it from the dataverse.

When you delete a study, you remove it permanently from the dataverse. This includes the global identifier assigned to the study.

To delete a study:

1. Click the Delete link in the top-right area of the page to go to the Upload Files tab.
   You see the Deleting a Study page.
2. Click the Delete button to remove your study from the dataverse, or click Cancel to return to the study page without removing the study.
   If your delete was successful, you see the message The study has been deleted successfully.

Submit Study for Review

When you finish setting options for your study, click Ready for Review in the top-right corner. The study page changes to show In Review.

Note: After you click the Ready for Review button, no editing options are available to you for this study. Make sure that all your options are set for this study before you click the Ready for Review button.

You receive e-mail after you click Ready for Review, notifying you that your study was submitted for review by the Curator or Dataverse Admin. When a study is in review, it is not available to the public. You receive another e-mail notifying you when your study is released for public use.

After your study is reviewed and released, it is made available to the public, and it is included in the search and browse functions. The Cataloging Information tab for your study contains the Citation Information for the complete study. The Documentation, Data and Analysis tab lists the files associated with the study. For each subsettable file in the study, a link is available to show the Data Citation for that specific data set.

View and Edit Studies

See the Contributors Guide for detailed information about editing Cataloging Information, adding files, adding or editing permissions, or deleting a study.

To view and edit studies that you uploaded:

1. Navigate to your dataverse homepage.
2. Click My Options, scroll to the Curator Options, and then click View My Studies.
   You see the My Studies in [Your] Dataverse page.
3. Click a study name to go to the study page.
4. Do any of the following:
   • Click the Edit link to edit Cataloging Information or study files (edit category, file name, or description, or delete files).
   • Click the Add Files link to add more files to the study.
   • Click the Permissions link to set as public or restricted the study, all files associated with it, or individual study files.
     You can make available to the public or to specific users any study or file that is in review, if you choose.
   • Click the Delete link to remove the study from the dataverse.
   • Click the Release button to release the study and make it available to users in the dataverse.

Assign a Topic Classification

If you are a Curator for a Journal dataverse, you can add Topic Classification data to studies in review. Studies are sent for review by journal Contributors (authors), and are listed in the Review Studies page. You enter the Topic Classification for each study so that it appears in the appropriate collection (Volume/Year/Issue) for your journal.

To assign a Topic Classification to a study in review:

1. Navigate to your dataverse homepage.
2. Click My Options, scroll to Curator Options, and then click Review Studies.
3. Click the study title to which you choose to assign a Topic Classification.
4. Click the Edit link located on the top-right area of the page.
5. On the Cataloging Information tab, scroll to the Topic Classification field and enter the journal abbreviation (optional), Year, Volume number, and Issue number.
   An example classification is ISQ 2005, Volume 49, Issue 1.
6. Click Save Changes or Cancel to lose your changes.

Note: You receive e-mail notification every time an author submits a new study for review. The e-mail is sent to the address set up for the journal's Dataverse Admin.

Release Studies

You receive e-mail notification when a Contributor submits a study for review. You must review each study submitted to you and release that study to the public. You receive a second e-mail notification after you release a study.

When you release a study, you make it available to the public. Users can browse it or search for it from the dataverse or Network homepage.

To release a study:

1. Navigate to your dataverse homepage.
2. Click My Options, scroll to Curator Options, and then click Review Studies.
   You see the Review Studies in [Your] Dataverse page.
3. Do either of the following to review and release a study:
   • To release a study, select Released from the Status drop-down menu next to the study name, and then click Update.
   • To review a study and then release it, click the study title.
     Review the study, and then click the Release button in the top-right of the study page to release it.

Edit Released Studies

To edit a study that is released:

1. Navigate to your dataverse homepage.
2. Click My Options, scroll to the Curator Options, and then click Manage All Studies Uploaded and Relased to this Dataverse.
   You see the Studies Uploaded and Released to this Dataverse page.
3. Click a study name to go to the study page.
4. Do any of the following:
   • Click the Edit link to edit Cataloging Information or study files (edit category, file name, or description, or delete files).
   • Click the Add Files link to add more files to the study.
   • Click the Permissions link to set as public or restricted the study, all files associated with it, or individual study files.
     You can restrict to the public or to specific users any study or file that is released, if you choose.

Delete Released Studies

To delete a study that is released:

1. Navigate to your dataverse homepage.
2. Click My Options, scroll to the Curator Options, and then click Manage All Studies Uploaded and Relased to this Dataverse.
   You see the Studies Uploaded and Released to this Dataverse page.
3. Click a study name to go to the study page.
4. Click the Delete link to remove the study from the dataverse.
5. Confirm the Delete action.

Add Collection by Assigning Studies

To create a collection by assigning studies directly to it:

1. Navigate to your dataverse homepage.
2. Click My Options, scroll to Curator options, and then click Add Collection by Assigning Studies.
   You see the Collection by Assigning Studies page.
3. Enter your Collection Name.
4. Select the Parent dataverse in which you choose to create the collection.
   The default is your dataverse. You cannot create a collection in another dataverse unless you have permission to do so.
5. Generate a list of studies to assign to your collection:
   1. To populate the Studies to Choose from box:
      • Use the Choose studies from an existing collection drop-down list and select a collection from which to assign studies.
      • Use the Choose from search results drop-down list to select a query field to search for specific studies, and then enter a term to search for in that query field.
   2. Click the Select button if you choose to add studies from an existing collection, or click the Search button if you choose to add studies from the results of a query.
      A list of available studies is displayed in the Studies to Choose from box.
   3. In the Studies to Choose from box, select a study to assign to your collection, and then click the Add button. Or, hold the Ctrl button down and select more than one study before you click Add.
      You can click the Add All button to assign all studies in the box to your collection. You also can double-click a study to add it to the Studies Selected box.
   4. If you choose to remove studies from the list of Studies Selected, click the study and then click the Remove or Remove All button to move that study back to the Studies to Choose from box.
      You can hold the Ctrl button down and select more than one study to remove, or you can double-click a study to move it to the Studies to Choose from box.
   5. If needed, repeat the addition of studies to the Studies to Choose from box, and add new studies to the Selected Studies list.
6. When the list of studies that you choose to assign to your collection is complete, click the Save Collection button.
   You see the Manage Collections window, with the new collection listed.

Add Collection as a Query

When you create a collection by assigning the results of a query to it, that collection is dynamic and is updated regularly based on the query results.

To create a collection by assigning the results of a query:

1. Navigate to your dataverse homepage.
2. Click My Options, scroll to Curator options, and then click Add Collection as a Query.
   You see the Collection as a Query page.
3. Enter your Collection Name.
4. Select the Parent dataverse in which you choose to create the collection.
   The default is your dataverse. You cannot create a collection in another dataverse unless you have permission to do so.
5. In the Enter query field, enter the study field terms for which to search to assign studies with those terms to this collection.
   Use the following guidelines:
   • Almost all study fields can be used to build a collection query.
     The study fields must be entered in the appropriate format to search the fields' contents. See the List of Metadata for a specification of the query term to use for each study field when building a query.
   • Use the following format for your query: title:Elections AND keywordValue:world.
     For more information on query syntax, refer to the Lucene web site.
   • For each study in a dataverse, the Study Global Id field in the Cataloging Information consists of three query terms: protocol, authority, and globalID.
     If you build a query using protocol, your collection can return any study that uses the protocol you specified.
     If you build a query using all three terms, you collection returns only one study.
6. Click Save Collection.
   You see the Manage Collections window, with the new collection listed.

Add Collection Link

You can create a collection as a link to one or more collections from other dataverses, thereby defining your own collections for users to browse in your dataverse.

Note: A collection created as a link to a collection from another dataverse is editable only in the originating dataverse. Also, collections created by use of this option might not adhere to the policies for adding Cataloging Information and study files that you require in your own dataverse.

To create a collection as a link to another collection:

1. Navigate to your dataverse homepage.
2. Click My Options, scroll to Curator options, and then click Add Collection Link.
   You see the Add Collection Link window.
3. Select a collection from another (public) dataverse that you choose to add your dataverse.
   The collection you select will be displayed in your dataverse homepage, and will be included in your dataverse searches.
4. Click Save to keep your changes or Cancel to lose your changes.
   The new collection is now listed in your dataverse.

Edit Collections and Links

To edit collections or links:

1. Navigate to your dataverse homepage.
2. Click My Options, scroll to Curator options, and click the Manage Collections / Links option.
   You see the Manage Collections page.
3. Click a collection or link title that you choose to edit.
4. Do the following for any collection or link except the root collection:
   • Click a collection title to edit the contents or setup of that collection.
   • Click Add Collection by Assigning Studies to create a new collection by assigning studies.
   • Click Add Collection as a Query to create a new collection as a query.
   • Click Add Collection Link to create a new collection as a link.

Remove Collections and Links

To remove existing collections or links:

1. Navigate to your dataverse homepage.
2. Click My Options, scroll to Curator options, and click the Manage Collections / Links option.
   You see the Manage Collections page.
3. Click the check box beside the title of the collection or link that you choose to remove, and then click the Remove button.
   Note: There is no confirmation for a Remove action. When you click the Remove button, the Dataverse Network removes the collection or link immediately.

Create a Basic Dataverse

To create a Basic dataverse to hold data for centers, institutions, journals, and other groups:

1. On the Network homepage, click the Create your own Dataverse link in the top-right corner.
   You see the Create Your Own Dataverse page.
2. If you do not have an account in the Network:
   1. Click Continue.
      You see the Create Account page.
   2. Enter values in the required fields, and then click Create Account. Or, click Cancel to return to the Network homepage.
      You see the Agree to Terms page. Note your new username in the top-right corner.

   If you have an account and are not logged in:

   1. Click Log In.
      You see the Login page.
   2. Log in to the Network.
      You see the Agree to Terms page. Note your username in the top-right corner.

   If you have an account, and are logged in, click Continue.
   You see the Agree to Terms page.

3. Read the Terms of Use, then check the box for I agree and accept these terms of use.
   Note: If there are no Terms of Use applied to the Network, you do not need to check an accept box.
4. Click Continue.
   You see the Name Dataverse page.
5. Accept the default value of Basic in the Type of Dataverse field.
6. Enter the following:
   • Affiliation - Your institutional identity, such as your university, department, journal, or other.
   • Dataverse Name - The title of your dataverse that will appear on the Network homepage, such as Journal of Social Science Dataverse. There are no naming restrictions.
   • Dataverse Alias - A short word used to define your dataverse's URL. For example, if you choose smith, the IQSS Dataverse Network URL for your dataverse is http://dataverse.hmdc.harvard.edu/dvn/dv/smith. Special characters (~,`, !, @, #, $, %, ^, &, and *) and spaces are not allowed.
7. Use the Group Assignment pull-down list to choose in which group you choose to include your dataverse on the Network homepage.
   If you do not choose a dataverse group, you automatically are assigned to the Other group.
8. Click Save to create your dataverse, or click Cancel to return to the Network homepage.
   If your Save succeeds, you see the Success! page. This page includes a message that provides the URL for your dataverse, and reminds you that your dataverse is not released until you change the dataverse release settings to Released.
   You also receive e-mail notification about your new dataverse.

Create a Scholar Dataverse

To create a Scholar dataverse and use your name as the dataverse name on the Network homepage:

1. On the Network homepage, click the Create your own Dataverse link in the top-right corner.
   You see the Create Your Own Dataverse page.
2. If you do not have an account in the Network:
   1. Click Continue.
      You see the Create Account page.
   2. Enter values in the required fields, and then click Create Account. Or, click Cancel to return to the Network homepage.
      You see the Agree to Terms page. Note your new username in the top-right corner of the page.

   If you have an account and are not logged in:

   1. Click Log In.
      You see the Login page.
   2. Log in to the Network.
      You see the Agree to Terms page. Note your username in the top-right corner of the page.

   If you have an account, and are logged in, click Continue.
   You see the Agree to Terms page.

3. Read the Terms of Use, then check the box for I agree and accept these terms of use.
   Note: If there are no Terms of Use applied to the Network, you do not need to check an accept box.
4. Click Continue.
   You see the Name Dataverse page.
5. Click the Scholar option in the Type of Dataverse field.
6. Enter the following for a Scholar dataverse:
   • First Name - Your First Name, which will appear with your last name on the Network homepage in the Scholar Dataverse group.
   • Last Name - Your Last Name, which will appear with your first name on the Network homepage in the Scholar Dataverse group.
   • Affiliation - Your institutional identity, such as your university, department, journal, or other.
   • Dataverse Name - The title of your dataverse, which will appear on your dataverse homepage. The default value is your First and Last Name, but there are no naming restrictions.
   • Dataverse Alias - A short word used to define your dataverse's URL. For example, if you choose smith, the IQSS Dataverse Network URL for your dataverse is http://dataverse.hmdc.harvard.edu/dvn/dv/smith. Special characters (~,`, !, @, #, $, %, ^, &, and *) and spaces are not allowed.

   If you selected a Scholar type of dataverse, you are assigned to the Scholar Dataverse group.

7. Click Save to create your dataverse, or click Cancel to return to the Network homepage.
   If your Save succeeds, you see the Success! page. This page includes a message that provides the URL for your dataverse, and reminds you that your dataverse is not released until you change the dataverse release settings to Released.
   You also receive e-mail notification about your new dataverse.

Edit Name and Alias

To edit the name and alias of your dataverse:

1. Log in and navigate to your dataverse homepage.
2. Click My Options, scroll to Admin Options, and then under Customization click Edit Name and Alias.
   You see the Edit Dataverse Name and Alias page.
3. If you created a Scholar dataverse, you can edit any of the following:
   • First Name - Edit your first name, which appears with your last name on the Network homepage in the Scholar Dataverse group.
   • Last Name - Edit your last name, which appears with your first name on the Network homepage in the Scholar Dataverse group.
   • Affiliation - Edit your insitutional identity.
   • Dataverse Name - Edit the title for your dataverse, which appears on your dataverse homepage.
     There are no naming restrictions.
   • Dataverse Alias - Edit your dataverse's URL.
     Special characters (~,`, !, @, #, $, %, ^, &, and *) and spaces are not allowed.

   If you created a Basic dataverse, you can edit any of the following:

   • Affiliation - Edit your institutional identity.
   • Dataverse Name - Edit the title for your dataverse, which appears on your dataverse homepage.
     There are no naming restrictions.
   • Dataverse Alias - Edit your dataverse's URL.
     Special characters (~,`, !, @, #, $, %, ^, &, and *) and spaces are not allowed.
4. Click Save to keep your changes, or click Cancel to lose your changes.

Edit Banner and Footer

When you first create a dataverse, the top of every page contains the text [Your] Dataverse Banner. In addition, the bottom of every page contains the text Your footer text. You can customize the default banner and footer to any style, such as that used on your personal web site. You can use plain text, HTML, JavaScript, and style tags to define your custom banner and footer. If your web site has such elements as a navigation menu or images, you can add them here. See Banner and Footer Tips for guidelines about adding content to the banner and footer.

To edit the banner and footer of your dataverse:

1. Log in and navigate to your dataverse homepage.
2. Click My Options, scroll to Admin Options, and then under Customization click Edit Banner and Footer.
   You see the Edit Dataverse Banner and Footer page.
3. In the Custom Banner field, enter your banner.
   See Banner and Footer Tips for guidelines.
4. In the Footer field, enter your footer.
   See Banner and Footer Tips for guidelines.
5. Click Save to keep your changes, or click Cancel to lose your changes.

Banner and Footer Tips

Use these tips for creating or editing your dataverse banner and footer:

• A light blue background in any form field indicates that HTML, JavaScript, and style tags are permitted. The html and body element types are not allowed.
• When you link to files, such as images or pages on a web server outside the Network, be sure to use the full URL. An example is http://www.mypage.com/images/image.jpg.
• If you recreate content from a web site that uses frames to combine content on the sides, top, or bottom, then you must substitute the frames with table or div element types. You can open such an element in the banner field and close it in the footer field.
• Each time you click Save, your banner and footer automatically are validated for HTML and other code errors. If an error message is displayed, correct the error and then click Save again.
• You can use the banner or footer to house a link from your homepage to your personal web site. Be sure to wait until you release your dataverse to the public before you add any links to another web site. And, be sure to link back from your web site to your homepage.

Edit Homepage Description

By default your dataverse homepage includes the following description: There are no local announcements.

To change the content of this description:

1. Log in and navigate to your dataverse homepage.
2. Click My Options, scroll to Admin Options, and then under Customization click Edit Homepage Description.
   You see the Edit Dataverse Homepage Description page.
3. Enter your announcement text in the field provided.
   Note: A light blue background in any form field indicates HTML, JavaScript, and style tags are permitted. The html and body element types are not allowed.
4. Click Save to keep your changes, or click Cancel to lose your changes.

Set Contact and Notifications E-Mail

You can edit the e-mail address that displays on your dataverse’s Contact Us page. By default, the e-mail address that appears here is from the user account of the dataverse creator.

To edit the contact e-mail address for your dataverse:

1. Log in and navigate to your dataverse homepage.
2. Click My Options, scroll to Admin Options, and then under Customization click Set Contact Us E-Mail.
   You see the Edit Contact Us page.
3. Enter one or more e-mail addresses in the E-Mail Address field.
   Provide the addresses of users who you choose to receive notification when contacted from this dataverse. Any time a user submits a request through your dataverse, including the Request to Contribute link and the Contact Us page, e-mail is sent to all addresses that you enter in this field.
   Separate each address from others with a comma. Do not add any spaces between addresses.
4. Click Save to keep your changes, or click Cancel to lose your changes.

Set Additional Fields in Search Results

Your dataverse includes the Network's search and browse features to assist your visitors in locating the data that they need. By default, the Cataloging Information fields that appear in the search results or in studies' listings include the following: study title, authors, ID, production date, and abstract. You can customize other Cataloging Information fields to appear in this listings after the default fields. Additional fields appear only if they are populated for the study.

To add more Cataloging Information fields listed in the Search or Browse panels:

1. Log in and navigate to your dataverse homepage.
2. Click My Options, scroll to Admin Options, and then under Customization click Set Additional Fields to Display in Search Results.
   You see the Additional Fields in Search Results page.
3. Click the check box beside any of the following Cataloging Information fields to include them in your results pages: Producer, Distribution Date, Distributor, Replication For, Related Publications, Related Material, and Related Studies.
4. Click Save to keep your changes, or click Cancel to lose your changes.

Note: These settings apply to your dataverse only.

Edit Dataverse Terms for Creation

You can set up Terms of Use for your dataverse to require users to acknowledge your terms and click Accept before they can contribute to your dataverse.

To set Terms of Use for creating or uploading to your dataverse:

1. Navigate to your dataverse homepage.
2. Click My Options in the top-right corner, scroll to the Admin Options, and then under Terms of Use click Edit Dataverse Terms of Use for Study Creation and Data Deposit.
   You see the Edit Dataverse Terms of Use for Study Creation and Data Deposit page.
3. Click the Enable Terms of Use check box.
4. Enter a description of your terms to which visitors must agree before they can download or analyze any file.
   Note: A light blue background in any form field indicates HTML, JavaScript, and style tags are permitted. The html and body element types are not allowed.
5. Click Save Changes to keep your changes, or click Cancel to lose your changes.

Edit Dataverse Terms for Download

You can set up Terms of Use for your dataverse to require users to acknowledge your terms and click Accept before they can download or subset contents from your dataverse.

To set Terms of Use for downloading or subsetting contents from your dataverse:

1. Navigate to your dataverse homepage.
2. Click My Options in the top-right corner, scroll to the Admin Options, and then under Terms of Use click Edit Dataverse Terms of Use for File Download.
   You see the Edit Dataverse Terms of Use for File Download page.
3. Click the Enable Terms of Use check box.
4. Enter a description of your terms to which visitors must agree before they can download or analyze any file.
   Note: A light blue background in any form field indicates HTML, JavaScript, and style tags are permitted. The html and body element types are not allowed.
5. Click Save Changes to keep your changes, or click Cancel to lose your changes.

Release a Dataverse

When you release a dataverse to the public, you can request that the Network admin announce the availablity of your dataverse on the Network homepage. Submit an e-mail request to the Network admin to announce your dataverse. On the Network homepage, click the main menu Contact Us option to submit your request by e-mail.

To make your dataverse available to the public:

1. Navigate to your dataverse homepage.
2. Click My Options in the top-right corner, scroll to the Admin Options, and then under Users, Permissions, Release Dataverse click Release Dataverse and Set Users Privileges.
   You see the Site Restrictions and Users' Privileges page.
3. Under Dataverse Release Settings, click the drop-down list and change the setting from Not Released to Released.
4. Click Save Changes to keep your changes, or click Cancel to lose your changes.
   If your save succeeds, you see the message Update Successful!.
   Your dataverse is now available to the other Network users as specified by your site settings.

Enable Contributions Invitation

To enable an invitation on your dataverse homepage and invite users to contribute studies and data to your dataverse:

1. Navigate to your dataverse homepage.
2. Click My Options in the top-right corner, scroll to the Admin Options, and then under Users, Permissions, Release Dataverse click Release Dataverse and Set Users Privileges.
   You see the Site Restrictions and Users' Privileges page.
3. In the Contribution Settings, click the check box to enable an invitiation on your dataverse homepage.
   This invitation enables users to create a new account and contribute data to your dataverse.
4. Click Save Changes to keep your changes, or click Cancel to lose your changes.

Edit Privilged Users

You can manage privileges (permissions) for users of your dataverse, based on the defined roles in the DVN.

To manage permissions to your dataverse for specific users:

1. Navigate to your dataverse homepage.
2. Click My Options in the top-right corner, scroll to the Admin Options, and then under Users, Permissions, Release Dataverse click Release Dataverse and Set Users Privileges.
   You see the Site Restrictions and Users' Privileges page.
3. In the Contribution Settings, you see a list of Users Requesting to be Contributors if any user requested to contribute to your dataverse.
   For each user who you choose to permit to contribute to your dataverse, click the Accept radio button. Or you can click the Reject button if you choose not to permit that user to contribute.
4. In the Edit Privileged Users field, you can assign roles to users and grant them the privileges specified for that role.
   To assign a role to a user, first enter the username of the person to whom you choose to assign privileges in the text field, and then click Add.
   When the username is added to the list in this field, you can click the radio button in front of the role that you choose to assign to that user.
5. Click Save Changes to keep your changes, or click Cancel to lose your changes.

Edit Privileged Groups

You can manage privileges (permissions) for users of your dataverse, based on defined groups.

To manage permissions to your dataverse for specific groups of users:

1. Navigate to your dataverse homepage.
2. Click My Options in the top-right corner, scroll to the Admin Options, and then under Users, Permissions, Release Dataverse click Release Dataverse and Set Users Privileges.
   You see the Site Restrictions and Users' Privileges page.
3. In the Edit Privileged Groups field, you can assign roles to groups of users and grant all users in the group the privileges specified for that role.
   To assign a role to a group of users, first enter the name of the group to which you choose to assign privileges in the text field, and the click Add.
   When the group name is added to the list in this field, you can click the radio button in front of the role that you choose to assign to that group.
4. Click Save Changes to keep your changes, or click Cancel to lose your changes.

Add New Accounts

You can create new accounts for users to whom you choose to grant access to your dataverse.

To create a user account:

1. Navigate to your dataverse homepage.
2. Click My Options in the top-right corner, scroll to the Admin Options, and then under Users, Permissions, Release Dataverse click Add New User Account.
   You see the Create a New Account page.
3. Fill in the required fields: Username, Password, First and Last Names, and E-mail address. Note that the username and password are case sensitive.
4. Click Create Account to keep your changes, or click Cancel to lose your changes.
5. Provide the username and password to the new user with the instructions on how to add a study and upload a data set.

Edit Existing Accounts

To edit an existing user account that you created:

1. Navigate to your dataverse homepage.
2. Click My Options in the top-right corner, scroll to the Admin Options, and then under Users, Permissions, Release Dataverse click Release Dataverse and Set Users Privileges.
   You see the Site Restrictions and Users' Privileges page.
3. In the Edit Privileged Users list, click the username of the account that you choose to edit.
   You see the Account for [username] page.
4. Click the Update Account link in the top-right corner to edit account settings.
   You see the Edit Dataverse Network Account page with account information.
   If you choose to change the password for this account, click the Change Password link instead.
   You see the Edit Dataverse Network Account page with password information.
5. Edit the contents of the fields that you choose to change, and then click Save.

Create a New Dataverse

To create a standard dataverse:

1. Navigate to the Network homepage.
2. Click Network Options in the top-right corner, scroll to Dataverses, Harvesting, Exporting and OAI Sets, and then click Create a New Dataverse.
   You see the Add a New Dataverse page.
3. Click the radio button next to the type of dataverse that you choose to create.
   A Scholar dataverse requires that you enter first and last name when you create the dataverse. Choose this option if you are an individual publishing your own studies.
   A Basic dataverse does not require first and last name values. Choose this option if you are publishing or collecting studies for groups, publications, or other communities.
4. If you selected a Scholar dataverse type, then enter a First Name and Last Name for your dataverse.
   These values become the default dataverse homepage name.
5. Enter an affiliation for the dataverse.
   For example, if this dataverse if for a Scholar, then enter the university or department in which the scholar works.
6. Enter the full name for the dataverse homepage.
   You can change the default value for a Scholar dataverse, if you choose.
   This is the name that is displayed on the dataverse's homepage.
7. Enter an alias for the dataverse.
   This is the user-friendly URL by which the dataverse is reached directly, and which can be used as a link to the dataverse from external web pages.
8. For a Basic dataverse, use the Group Assignment pull-down list and choose the dataverse group in which to add this dataverse.
9. Click Save Changes to keep your changes, or click Cancel to lose your changes.
   On the Network homepage Coming Soon tab, the dataverse is displayed.

Create a New Harvesting Dataverse

You can create a dataverse that harvests, or culls, data from other dataverses or Networks by using the OAI protocols. You cannot change the contents of a harvesting dataverse, but you can do any of the following:

• Restrict access to the dataverse and its contents
• Organize the contents into collections
• Customize the homepage layout, name, and description

To create a harvesting dataverse:

1. Navigate to the Network homepage, and then click Network Options.
   You see the [Your] Dataverse Network Admin Options page.
2. Scroll to the Dataverses, Harvesting, Exporting and OAI Sets options, and then click Create a New Harvesting Dataverse.
   You see the Harvest Dataverse page.
3. Enter a Name for the dataverse, which is displayed on the Network homepage.
4. Enter an Alias, which is the short name for the dataverse used to build the site's URL.
   This field is case sensitive.
5. Enter the OAI Server name for the network server from which you choose to harvest data, and then click the Validate button.
   If the server is valid, additional Harvesting fields are displayed for further configuration. If the server is not valid, the error message Invalid OAI Server Url is displayed. Correct the server name, and then click Validate again.
   An example valid server is the IQSS DVN OAI server, http://dvn.iq.harvard.edu/dvn/OAIHandler.
6. If harvesting sets are configured for the OAI server that you entered, then use the Harvesting Set pull-down list to select a valid set option.
   The default is No Set (harvest all).
7. Use the Harvesting Format pull-down list to select the XML format to use in harvesting from that server.
   Possible values are DC (Dublin Core) and DDI, depending on the server's configuration.
8. Use the Handle Registration pull-down list to select whether to register with handle.net any harvested studies that have handles on the server from which you harvest them.
9. You can enable harvesting on a scheduled basis, to refresh the contents of a harvest dataverse and keep it current with the server from which you harvest.
   To enable scheduled harvesting:
   1. Click the check box in the Schedule Harvesting field.
   2. Use the Scheduled Harvesting Period pull-down list to select Harvest daily or Harvest weekly.
      If you do not choose an option, there is no schedule applied to the harvesting function.
   3. If you choose Harvest daily, in the Scheduled Harvesting Hour of Day field set the time of day at which to perform the harvest, based on a 24-hour clock.
      Enter an integer between 0 (midnight) and 23 (11 PM).
   4. If you choose to Harvest weekly, in the Scheduled Harvesting Day of Week also set the day on which to perform the harvest.
      Enter an integer between 1 (Sunday) through 7 (Saturday).
10. You can set permissions for all studies and files in the harvested dataverse to either Public or Restricted.
    To enable file permissions:
    1. Use the File Permissions pull-down list to make all study files in the harvested dataverse either Public or Restricted.
    2. If you choose to make files Restricted, use the Subset Permissions pull-down list to make subsetting of studies in the harvested dataverse either Public or Restricted.
    3. To enable specific users access to Restricted studies, enter a username in the field Allowed Users, if Files are Restricted, and then click the Add button.
       To remove access from a user, click the Remove User button beside that user's name in the Allowed Users field.
    4. To enable specific user groups access to Retricted studies, enter a group name in the field Allowed Groups, if Files are Restricted, and then click Add button.
       To remove access from a group, click the Remove Group button beside that group's name in the Allowed Groups field.
11. Click Save or Cancel.
    If your save succeeds, the message Update Successful! is displayed.
    Click Network Options to return to the Network Admin Options page.

Note: Remember to release your harvesting dataverse to the public. See the Dataverse Admins Guide for information about releasing a dataverse.

Manage Dataverses

You can manage all of the following functions for dataverses:

• Edit dataverse setup for both standard and harvesting dataverses.
• Define harvesting schedule for harvesting dataverses.
• Schedule harvesting for harvesting dataverses.
• Run harvester manually for harvesting dataverses.
• Remove dataverses for both standard and harvesting dataverses.

Manage Dataverse Groups

You can organize dataverses into groups, to structure the Network homepage and help users to find a dataverse more easily. Create groups of dataverses that have common entities, such as subjects, authors, or dates. This is similar to creating collections within a dataverse. On the Network homepage, a dataverse group name is displayed in a rectangular gray box, and the dataverses in the group are arranged alphabetically under the name.

When you create the first new dataverse group in the Network, then all dataverses become members of a default dataverse group called Other. You can add dataverses to new groups, which moves them from the Other group. A dataverse can belong to more than one group, but use that organization only if it is useful.

You can do the following with dataverse groups:

• Add a group.
• Edit a group.
• Change the order of groups.
• Change the number of dataverses displayed per page.
• Delete a group.

Schedule Study Export

You can schedule how often studies in your Network are exported into XML that uses DDI (study and variable metadata) and Dublin Core (study metadata only) formats. These export files are used by the Network's OAI server and for the preservation and sharing of your data. You also can edit an existing export schedule.

To set up an OAI export schedule for studies in your Network:

1. Navigate to the Network homepage, and then click Network Options.
   You see the [Your] Dataverse Network Admin Options page.
2. Click Schedule Study Export.
   You see the Study Export Schedule page.
3. Use the Export Period pull-down list to select whether to export your Network's metatdata on a daily or weekly basis.
4. In the Export Hour of Day field, set the time of day at which to perform the export, based on a 24-hour clock.
   Enter an integer between 0 (midnight) and 23 (11 PM).
5. In the Export Day of Week field, set the day on which to perform the export. Enter an integer between 1 (Sunday) through 7 (Saturday).
6. Click Save to save the schedule, or click Cancel to lose your entries.
   If your save succeeds, you see the message Update Successful!
   Click Network Options to return to the Network Admin Options page.

To edit an existing export schedule, navigate to the Schedule Study Export option and modify the current configuration on that page.

Manage OAI Harvesting Sets

You can create a new set to be used by the OAI server that comes with your Network. Another DVN, or any other remote site, then can harvest the sets that you define here. If you do not define sets to be harvested, the default OAI call (http://localhost/dvn/OAIHandler) harvests the contents of your entire Network. You also can edit existing OAI sets and delete any sets defined for your Network.

Edit Dataverse Network Name

The name of your Dataverse Network installation is displayed at the top of the Network homepage, and as a link at the top of each dataverse homepage in your Network.

To customize the name of your Network:

1. Log in and navigate to the Network homepage.
2. Click Network Options, scroll to Network Customization, and then click Edit Dataverse Network Name.
   You see the Edit Network Name page.
3. Edit the name of your Network.
   Enter a descriptive title for your Network. There are no naming restrictions, but it appears in the heading of every dataverse in your Network, so a short name works best.
4. Click Save to keep your changes, or click Cancel to lose your changes.
   The name of your Network is displayed on the Network pages, and as a link at the top of the homepage for all dataverses in your Network.

Edit Banner and Footer for Network Pages

When you install a Network, there is no banner or footer on any page in the Network. You can apply any style to the Network pages, such as that used on your organization's web site. You can use plain text, HTML, JavaScript, and style tags to define your custom banner and footer. If your web site has such elements as a navigation menu or images, you can add them to your Network pages.

See Banner and Footer Tips in the Dataverse Admins guide for guidelines about adding content to the banner and footer.

To customize the banner and footer of your Network:

1. Log in and navigate to the Network homepage.
2. Click Network Options, scroll to Network Customization, and then click Edit Banner and Footer for Network Pages.
   You see the Edit banner and footer for this site page.
3. In the Custom Banner field, enter your Network banner.
   See Banner and Footer Tips for guidelines.
4. In the Footer field, enter your footer.
   See Banner and Footer Tips for guidelines.
5. Click Save to keep your changes, or click Cancel to lose your changes.
   The banner and footer are displayed on the Network pages.
   If a dataverse is set up with a custom banner or footer, that customization is displayed when you navigate to that dataverse.

Edit Network Homepage Description

By default your Network homepage has the following description: There are no network announcements. You can edit that text to describe or announce such things as new Network features, new dataverses, or maintenance activities.

To edit the content of the Network description:

1. Log in and navigate to the Network homepage.
2. Click Network Options, scroll to Network Customization, and then click Edit Network Homepage Description.
   You see the Network Homepage Description page.
3. Enter your text in the field provided.
   You can add to or remove existing announcements at any time.
   Note: A light blue background in any form field indicates HTML, JavaScript, and style tags are permitted. The html and body element types are not allowed.
4. Click Save to keep your changes, or click Cancel to lose your changes.
   The Network homepage description is displayed at the right side of the Network page.
   If a dataverse is set up with a description, that customization is displayed when you navigate to that dataverse.

Set Contact and Notifications E-Mail

On the main menu of your Network pages is a Contact Us link. By default the e-mail address set up for all contacts and requests on your Network pages is the support address for the Dataverse Network Project, dvn_support@help.hmdc.harvard.edu.

To enter your own e-mail address for your Network contacts and requests:

1. Log in and navigat