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 Manage Collections.
   You see the Manage Collections page.
3. Click Add Collection as a Query.
   You see the Collection as a Query page.
4. Enter your Collection Name.
5. 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.
6. 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.
7. 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 Manage Collections.
   You see the Manage Collections page.
3. Click Add Collection Link.
   You see the Add Collection Link window.
4. 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.
5. Click Save to keep your changes or Cancel to lose your changes.
   The new collection is now listed in your dataverse.