Dataverse Tips

Use the following guidelines to create your dataverse:

• For a Basic dataverse:
  • Create a Basic dataverse if you plan to use your dataverse to collect and host studies for different uses, not to host only your own studies and data.
  • The name of your dataverse, which appears on the Network homepage, has no restrictions.
  • You assign your dataverse to a group. The default group is Other.
• For a Scholar dataverse:
  • Create a Scholar dataverse if you plan to use your dataverse to host your own studies, research, and data.
  • The name of your dataverse, which appears on the Network homepage, is First Name and Last Name.
  • Your dataverse is assigned to the Scholar Dataverses group.
  • The title of your dataverse, which appears on your dataverse homepage, has no naming restrictions.
• For any dataverse:
  • Choose an alias to define your dataverse's URL. For example, if you choose smith, the IQSS DVN URL for your dataverse is http://dataverse.iq.harvard.edu/dvn/dv/smith.
    Note: Special characters (~,`, !, @, #, $, %, ^, &, and *) and spaces are not allowed.
  • When you successfully create your dataverse, you see a message that provides the URL that you use to access your dataverse directly. This message also reminds you that your dataverse is not available to the public until you change the release settings to Released.

Create a Basic Dataverse

Create a Basic dataverse to hold data for centers, institutions, journals, and other groups. See Dataverse Tips for guidelines.

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.
      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.
   If there are no Terms of Use applied to the Network, you do not need to check a 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, or journal.
   • Dataverse Name - The title of your dataverse, which will appear on the Network homepage, such as Journal of Social Science Dataverse. There are no restrictions.
   • Dataverse Alias - A short word used to define your dataverse's URL. For example, if you choose basic, the IQSS DVN URL for your dataverse is http://dataverse.iq.harvard.edu/dvn/dv/basic. Special characters and spaces are not allowed.
7. Use the Group Assignment pull-down list to choose the group in which to include your dataverse on the Network homepage.
   The default group is Other

8. Click Save to create your dataverse.
   If your Save succeeds, you see the Success! page. The message on this page includes the URL for your dataverse, and reminds you that your new dataverse is not released to the public. You also receive e-mail notification about your new dataverse.

Create a Scholar Dataverse

Create a Scholar dataverse to host your own studies, research, and data. See Dataverse Tips for guidelines.

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.
      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.
   If there are no Terms of Use applied to the Network, you do not need to check a 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 on the Network homepage.
   • Last Name - Your Last Name, which will appear on the Network homepage.
   • Affiliation - Your institutional identity, such as your university, department, or journal.
   • 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 scholar, the IQSS Dataverse Network URL for your dataverse is http://dataverse.iq.harvard.edu/dvn/dv/scholar. Special characters and spaces are not allowed.
7. You are assigned to the Scholar Dataverse group, and cannot change that assignment.
8. Click Save to create your dataverse.
   If your Save succeeds, you see the Success! page. The message on this page includes the URL for your dataverse, and reminds you that your new dataverse is not released to the public. You also receive e-mail notification about your new dataverse.

Edit General Settings

To edit the type, affiliation, name, or alias settings of your dataverse:

1. Log in and navigate to your dataverse homepage.
2. Click My Options, scroll to Dataverse Settings and click Edit General Settings.
   You see the Edit Dataverse General Settings page.
3. You can change the type of your dataverse if you choose.
   Note: If you change the type of a dataverse, you remove that dataverse from any group to which you added it. A Scholar dataverse always appears in the Scholar Dataverses group on the Network homepage, while a Basic dataverse without a group assignment appears in the Other group.
4. If you edit a Scholar dataverse type, 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 edit a Basic dataverse type, 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.
5. Click Save to keep your changes, or click Cancel to lose your changes.

Edit Layout Branding (Dataverse)

When you first create a dataverse, the top of every page contains the text A description of your Dataverse or announcements may be added here. Use My Options to edit or remove this text.. You can customize the default banner and footer to any style, such as that used on your personal website. You can use plain text, HTML, JavaScript, and style tags to define your custom banner and footer. If your website has such elements as a navigation menu or images, you can add them here.

To edit the banner and footer of your dataverse:

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

Layout Branding Tips

Use these tips for creating or editing your dataverse layout branding:

• 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 website 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 website. Be sure to wait until you release your dataverse to the public before you add any links to another website. And, be sure to link back from your website to your homepage.

Edit Description (Dataverse)

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 Dataverse Settings and click Edit Description.
   You see the Edit Dataverse 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.

Manage E-Mail Notifications (Dataverse)

You can edit the e-mail address used on your dataverse’s Contact Us page and by the Network when sending notifications on processes and errors. By default, the e-mail address used is from the user account of the dataverse creator.

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

1. Log in and navigate to your dataverse homepage.
2. Click My Options, scroll to Dataverse Settings and click Manage E-Mail Notifications.
   You see the Manage E-Mail Notifications 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.

Add Fields to 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 Dataverse Settings and click Add Fields to Search Results.
   You see the Add Fields to 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.

Get Code for Promotional Links or Search

You can copy the source code examples on this page, and then add a promotional link or search box for your dataverse by pasting the code on your personal web site.

To add a dataverse link or search box to your personal web site:

1. Log in and navigate to your dataverse homepage.
2. Click My Options, scroll to Admin Options, and then under Dataverse Settings click Get Code for Promotional Links or Search.
   You see the Get Code for Links page.
3. To add to your personal web site a link, button, or search box for your dataverse, click the Select All Code button that applies:
   • Text Link - Add text that links to your dataverse.
   • Button Link - Add a button that links to your dataverse.
   • Search Box - Add a Search field that searches the contents of your dataverse.
4. Go to your personal web site and paste the code in your header, footer, navigation area, or anywhere you choose.

Edit Terms for Study Creation (Dataverse)

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 Dataverse Terms of Use and click Edit Terms for Study Creation.
   You see the Edit Dataverse Terms for Study Creation 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 Terms for File Download (Dataverse)

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 Dataverse Terms of Use and click Edit Terms for File Download.
   You see the Edit Dataverse Terms 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 Dataverse Users, Privileges, Release Settings and click Manage User Privileges, Release Dataverse.
   You see the Manage User Privileges and Release Dataverse 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.

Manage Contributions Settings

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 Dataverse Users, Privileges, Release settings and click Manage User Privileges, Release Dataverse.
   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 Privileged 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 Dataverse Users, Privileges, Release Settings click Manage Users Privileges, Release Dataverse.
   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:
   1. Enter the username of the person to whom you choose to assign privileges in the text field, and then click Add.
   2. When the username is added to the list in this field, click the radio button in front of the role that you choose to assign to that user.
      Note: You must assign a role to the user before you click Save Changes, or the user is removed from the Privileged Users list.

   To remove a role from a user, click Remove Role for 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 Dataverse Users, Privileges, Release Settings and 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 Dataverse Users, Privileges, Release Settings and click Manage Users Privileges, Release Dataverse.
   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.

Edit Dataverse Level File Permissions

You can manage file permissions for all contents of your dataverse.

To restrict or remove restrictions on file permissions for all studies in your dataverse:

1. Navigate to your dataverse homepage.
2. Click My Options in the top-right corner, scroll to Dataverse Users, Privileges, Release Settings and click Manage User Privileges, Release Dataverse.
   You see the Site Restrictions and Users' Privileges page.
3. Under Edit Dataverse Level File Permissions, use the File Permissions drop-down list and select Restricted to restrict access to all studies in your dataverse.
   Select Public to remove restrictions from all studies in your dataverse.
   Study files that have individual restrictions apply are not affected by this setting.
4. To enable selected users to access to studies in your dataverse when the File Permissions are set to Restricted, enter that person's username in the field Allowed Users, if Files are Restricted, and then click Add.
5. To enable selected user groups to access to studies in your dataverse when the File Permissions are set to Restricted, enter that group's username in the field Allowed Groups, if Files are Restricted, and then click Add.
6. Click Save Changes.