Curators Guide

This guide supports version 1.2 of the Dataverse Network application.

In addition to all the tasks that data Data Users and Contributors can perform, Curators can perform the following actions within their dataverse:

Add and View Your Studies

See the Contributors Guide for detailed information about how to add new studies; view, edit, and delete studies; and submit studies for review.

Note: The options available to you on the My Options page are Curator Options, not Contributor Options. Also, if you add a new study as a Curator, the status of the study immediately is set to In Review.

Review Studies

You can do any of the following for all studies that you uploaded to the dataverse, or that were submitted by a Contributor for review:

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 My 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.

Manage All Released Studies

You can view, edit, and delete all studies uploaded and released by any user.

To view all studies in the dataverse that are 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.

Read the following topics for detailed information:

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 Collections

There are three ways in which you can create a collection:

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 website.
    • 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 as a 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.

Manage Collections and Links

You can manage any collection that contains studies for which a minimum of Cataloging Information exists. You can add new collections, edit a collection's setup, or remove the collection from the dataverse.

To manage collections:

  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.

Read the following topics for detailed information:

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.