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user_reqs_creator.md

File metadata and controls

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Publish a dataset

  1. upload an object

    1. upload an object from their computer
      1. drag & drop an object on an upload target
      2. select an object using the system file picker
    2. upload an object from cloud storage
      1. link to cloud storage account
      2. select an object using the storage provider's interface
    3. upload multiple files at once
      1. select multiple files at once
        1. select a folder/directory with internal structure
          1. upload without flattening the internal structure
        2. select muliple files with system picker
      2. add files one at a time to an upload queue
    4. review files to be uploaded before upload starts
      1. initiate upload
      2. cancel upload
      3. edit upload list
        1. remove object(s)
        2. add object(s)
        3. change the order in which upload will proceed
    5. cancel upload while in-progress (e.g., if taking too long)
    6. delete an object after upload
    7. upload a newer version of an object
      1. revert to older version
  2. describe an object

    1. enter DataCite minimum required metadata
      1. enter a title
      2. enter a creator
        1. enter an arbitrary number of creators
        2. enter the creator(s) ORCiD(s)
    2. enter an arbitrary publication date (i.e., not today)
    3. enter an abstract
    4. enter methods
    5. enter the type of object
      1. enter item-type specific metadata (e.g., thesis date, advisor, and university)
    6. enter subject keywords
      1. enter an arbitrary number of keywords
    7. link the object another object
      1. link to a dataset
      2. link to a publication
      3. link to an arbitrary object that has a PID
      4. describe the relationship (Technical note: using the relationships in the DataCite metadata schema)
        1. this cites that
        2. that cites this
        3. this is part of that
        4. that is part of this
        5. that is a newer version of this
        6. that is an older version of this
        7. this supplements that
        8. that supplements this
        9. this documents that
        10. that documents this
        11. this == that
        12. etc.
      5. link to an arbitrary number of other objects
    8. save an incomplete description
      1. return to a saved description
      2. delete a saved but npublished description
    9. cancel an in-progress description
    10. describe multiple objects at once
    11. update metadata of a published object
      1. cancel an in-progress revision
      2. revert to older version
  3. link object to a PID

    1. obtain a PID
      1. obtain a DOI
      2. pre-reserve a PID for an object that is not public
    2. link object to a pre-existing PID
  4. select a usage license

    1. select a CC license
    2. select an alternate license
    3. understand licensing options
      1. access simple explanation
      2. access exact language
  5. select access rights

    1. make immediately public
    2. set an embargo period, after which the object becomes public
    3. limit access
      1. limit access to specified user(s)
      2. limit access to group of users
        1. limit access to users at same institution
        2. limit access to academic users
  6. publish an object

    1. review metadata before publishing
    2. save object and metadata to publish later
      1. return to a saved object/metadata package
      2. delete a saved object/metadata package without publishing
    3. delete a published object (probably not a good idea)
  7. get credit

    1. get formally cited
    2. show dataset on ORCiD/ImpactStory/etc. profile
    3. report metrics
      1. citations
      2. downloads
      3. views
      4. social media shares
  8. curate a collection of objects

    1. enter collection-level metadata
    2. set collection level permissions
    3. add objects to collection
    4. remove objects from collection