Contents
Exercise 1: Getting Started
Exercise 2: Looking at an Item
Exercise 3: Views
Exercise 4: Search
Exercise 5: Registering for a New Account
Exercise 6: Depositing a New Item
Exercise 7: Reviewing Items as an Editor
Exercise 8: Administrating the Repository
Exercise 1: Getting Started
All new users must first register for a new account.
- First click on the "Create Account" link located on the left hand side of the screen, just under the main navigation links on the main page.
- Now fill out the form shown with the relevant information. Any fields marked with a star are mandatory
- You will now recieve an email at the email account that you just provided in the form. Please follow the instructions in that email to activate your account
You must now log into the system.
- Start by clicking on the "Login" link located on the righthand side of the screen, just below the main navigation links.
- Now enter your valid username and password into the text fields and press the "Login" button.
Exercise 2: Looking at an Item
There are many ways to find items that you may wish to view. This training guide will take you through various methods such as browsing for items of interest or doing a search. However, for this example please use your browser to navigate to http://exemplar.eprints.org/102/.- This is an EPrint and has a standard layout. The page is made up of various parts: title and bibliographic reference, the items files, the "Request a copy" button, an official link, an abstract, the item details and a link for the item control page.
- Firstly hover the mouse cursor over the icon for the PDF document and the thumbnails of the image files. You will notice that for the PDF a preview comes up and for the image files a larger thumbnail comes up.
- Click on the "Request a copy" button. You will be taken to a web form. Filling this out and sending it would result in the author of the item receiving an email requesting a copy, but since this is just an example please just press the back button on your browser instead.
Exercise 3: Views
Browsing by year
- From the repository homepage, start by clicking on the "Browse by year" button on the menu bar near the top of the page.
- Select the year 2006.
- Examine how the documents are sorted by the month they were published and that documents with an unknown months of publish are listed as UNSPECIFIED.
- Go back to the repository homepage
Browsing by subject
- From the repository homepage, click on either the "Browse by subject" button on the menu bar or the "Browse repository" link further down the page.
- Click on a subject area of your choice to view the items deposited under that subject.
- Try to find an example of an item deposited under two different subject headings. This is to make finding items easier.
- Return to the repository homepage
Exercise 4: Search
Advanced search
- Start an advanced search.
- Experiment entering different search terms and selecting whether to match any or all of the terms. Compare the amount of results you get depending on which of the two options you select. You should get much more precise results when the "all of" option is selected for the terms you are searching for.
- After testing all of the search options, click on the link labelled "Click here for a simple search".
Simple search
- Enter some search terms until you get a reasonable amount of results.
- Experiment selecting different ordering methods for the search results.
- Note that you can also do a simple search using the search field in the top right hand corner of the screen.
- Once you have finished testing out the ordering techniques, return to the repository homepage.
Saving searches
- If you are not already logged in, do so now.
- Perform a simple search for search terms of your choice but ensure that the search yields results.
- Click the "Save search" link near the top of the page.
- Save your search as a public search, with the name "My search".
- Retrieve the URL of the search by looking at your "Saved searches" page and test that the URL takes you to the search results.
Exporting search results
- Go to the search results page of your saved search "My search".
- Experiment with the different formats you can export the search results to.
- Try exporting your search results to Google Maps to view a map of the search results based on the location metadata.
- Try using other formats with the web service or program they are compatible with. For example, export the results into Endnote format and import the results into Endnote.
- Once you have finished testing the different formats, return to the repository homepage.
Exercise 5: Registering for a New Account
- Click on the "Create Account" button
- Register as a repository administrator
- Activate your account through the E-mail you receive after registering
- Log into your new account
Exercise 6: Depositing a New Item
- Importing an item
- Firstly make sure you are at the "Managing Deposits" page
- Now click on the "Import Items" button
- Next, enter in the large text box "182930" without the quotes
- If the "Select import format" drop down menu is not already set to "Pubmed ID" then please select "Pubmed ID" from the drop down menu now.
- Now click on the "Test Run + Import" button
- You should see a message stating that an item was found and that the test run was successful
- Next open a text editor and enter the same ID (182930) into the text editor
- Now save this file onto your hard drive
- This time instead of entering anything into the large text box browse for the file you've just saved by clicking on the "Browse" button and selecting it form your hard drive
- Again, ensure that the "Select import format" drop down menu is set to "Pubmed ID"
- Now, once again press the "Test Run + Import" button
- If successful there should once again be a message stating so
In order to import other formats simply follow the above steps but select the appropriate import format form the "Select import format" menu.
- Creating a new item
- Return to the "Managing Deposits" page by clicking on the "Managing Deposits" link
- Now click on the "New Item" button to begin adding a new EPrint into the repository
- This is now the first stage of adding a new item into the repository. Please select "Article" as the item type and click "Next"
- Click the browse button and find the file you wish to upload and then click "Upload". Any file will do just as an example
- Now set the "Format" field to the format of the file that you selected in the previous step
- Next enter a short description of the file in the "Description" field
- For this example you should leave the "Visible to" field as "Anyone". However, please feel free to view the other options as you may wish to restrict who is able to view your future deposits
- Now change the "License" field to the type of license protecting the file that you just uploaded. If no license is required, you don't know if there is one or it's simply not listed in the list of licenses then leave it as "UNSPECIFIED"
- Next is the embargo expiry date. You should leave this blank for the sake of this training example. The purpose of this date is for files that cannot, for any reason, be made widely avaliable until that date
- Click on the "Update Document" link
- You may now wish to add more files to this item. To do this click on the "Need to add additional files to this document?" link and repeat the above steps
- Click "Next"
- Entering the document details
- ...
- Choosing Subjects
- First click upon any of the + symbols
- As you can see this expands the subject menu into sub menus
- Now choose one or more relevant subjects for the item you are to deposit by expanding the subject menus and clicking on the "Add" button next to the ones that you wish to add
- Now click "Next"
- Making the deposit
- This is the final step of adding a new item. If all is well you should not have any warnings or errors about missing information. If this is the case please click on the "Deposit Item Now" button
Exercise 7: Reviewing Items as an Editor
Exercise 8: Administrating the Repository
- If you are not logged in, do so now.
- Select "Admin" from the menu bar to reach the repository administration page.
- Search for the item you deposited by clicking on the "Search items" button.
- Search for yourself using the "Search users" feature.
- Look up the time that your item was deposited using the "Search history" feature.
- Create a new user by clicking "Create user".
- Add a new subject to the subject tree using the "Edit subject" function.
- Once you have finished testing the available tools return to the homepage of the repository.
