Versions Compared

Old Version 69

changes.mady.by.user Former user

Saved on

compared with

New Version Current

changes.mady.by.user Rachel Fernandez

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Table of Contents
typeflat


Creating a Document

To create a new information resource, you can use the "Upload" button on the tDAR toolbar (You are able to access this toolbar and button on any page within tDAR).  You must first create a new information resource to ingest a resource file into tDAR. (info)

 


If you are logged on, click "New Resource" on your Dashboard.

 

You will then be presented with a screen that asks you to select the resource type you wish to add. Choose "Geospatial" from the options presented.



Info
titleLog in!

You will have to be registered and logged into tDAR before uploading a new resource (see /wiki/spaces/TDAR/pages/557080).


Info
titleWhat documents can I upload to tDAR?

Documents in tDAR cover a wide range of written materials, including books, reports, articles, and other documents. You can create metadata for any of these types of documents that you wish to ingest into tDAR, and then upload the actual document onto tDAR's servers. 


Tip
titleIs the file you're uploading part of a larger project or collection?

If so, You may want to also view the tutorials on Organizing Your Data.



Info
titleAdding a Resource

To create a digital resource in tDAR, you will complete two steps:

  1. enter available metadata, which identifies your file and that describes it to other users
  2. upload the file(s)


Entering Metadata for Your Resource

 



Basic Information

Status (required)

 In the "Status" field, select the status that describes the state of this information resource. When first creating a file, you will likely choose between:

Expand
title"Draft"

Indicates that metadata is NOT complete and that the resource is NOT ready to be published. Use the "draft" status to save your work (remember to click the submit button at the bottom of the file entry page, though, to save your metadata in tDAR).  

OR

Expand
title"Active"

Indicates that metadata entry is complete and that the resource is ready to be published once it is submitted. The status "active" means that the metadata is visible to all users through searching and browsing.

There are two other statuses available:

Expand
title"Flagged"
This resource has been flagged for deletion or requires attention.


Expand
title"Deleted"
 The item has been deleted from tDAR workspaces and search results and is considered deprecated.


Title (required)

Title of the file.

Year (required)

 The "Year" field documents the year in which the file was created and/or "published" in its current state. Use the textbox to enter the year the file(s) you are uploading was created.


Choose an account to bill from

If you only have one billing account, this account will already be selected.

It you have access to more than one billing account, elect the drop down menu for "Account". A list of Billing Accounts that you have access will be visible. Select which account you would like to use the fund from to pay for this resource.


Authors and/or Editors

Enter the name of an author or an editor in one of the name fields in the "Author/Editor" data entry section. tDAR will make suggestions from a list of tDAR users and other entered persons (i.e., other authors and editors). If one of the suggested persons matches the person you wish to identify as an author or editor, select that person. If the suggested persons do not include the person you want to identify as an author or editor, then enter that person's name, email address, and institutional affiliation as accurately as possible. Enter a current email address and institutional affiliation ONLY if you are confident it is accurate. 

Next, select the role that this person played in the creation of the document you are uploading. Use the drop-down list to identify the person as an author or as an editor. If the person served as both an author and editor (e.g., an author of an article in an edited book), then you must add an additional author entry for that person and select the second role. 

To add additional authors and/or editors, click on the "add another" button. Enter the appropriate information for that person and select the appropriate role. 

In some cases, a individual author or editor may not be identified. Rather, an institution may be identified as the author or creator of the document. To add an institution as an author or editor, click on the "institution" button. 

To add a person and an institution, select "add another" and then either Person or Institution. 



Additional Citation Information

Types of Documents

Select the document type that best describes the document you are uploading to tDAR. The document type that you select will determine the citation data entry fields that tDAR presents to you.

  • Book / Report
  • Book Chapter / Section
  • Journal Article
  • Thesis / Dissertation
  • Conference Presentation
  • Other

You can change document types without losing any data. 

Complete the additional fields by filling in the text boxes. For example, in the "publisher" field, enter the publisher of the document that you are uploading to tDAR. 

The field "Copy Location" is displayed for most of the document types. This field asks you to provide a location (e.g., an institution, an agency, a repository, a library, etc) where a physical copy of the document can be located. For example, if a report was produced for the Bureau of Land Management Phoenix area office, you should list the BLM Phoenix area office in the "Copy Location" field.  

General Citation Fields

The general citation data entry fields contain basic citation information that are commonly used to identify and locate a published document. 

Language

Select the appropriate language from the drop down menu.

Series Title

If the document is part of a series, enter the Series Title, Series Number and Series Edition in the appropriate fields.

DOI

A Digital Object Identifier (DOI) is a unique number assigned to digital objects in a digital environment. The number is used to identify and locate the digital object. 

If your document has a DOI number, enter the number into the field provided. 

ISBN

The International Standard Book Number (ISBN) is a unique number assigned to published books and other published material, such as serially published journals. 

If your document has an ISBN number, enter the number into the provided field. 

URL

If the article is published on a dedicated web site or platform, enter the URL in the field provided.

If your resource is associated with a URL you may enter it in the field here.


Abstract/Description

This text field allows you to provide a narrative about the content of the document. 



Info
titleEditing Metadata

You can come back at a later time and edit the metadata for a resource, as can anyone who has access to edit the resource (see Access Rights in tDAR).



Attach Document Files

Click on the "Add files" button to open up a file window.Select the file you want to upload, and choose "Open". Up to 50 files can be uploaded for each resource. If you receive an error, make sure you are uploading the accepted file types:

  • .pdf
  • .doc
  • .docx
  • .rtf
  • .txt

To delete a file, select the "Delete" button to the right of the file you want to delete. If you accidentally delete a file, don't worry: an "Undelete" button will appear next to a deleted file.

Restriction

The default restriction is "Public". Public files are accessible to all registered tDAR users. Select the drop-down box to change the restrictions to "Embargoed" or "Confidential". (warning)

Date Created

The date this specific file was created.

Description

Additional information specific to this file.


Note
titleRestricting Access to Files

tDAR provides two different ways to restrict access to files you upload to tDAR: 

  • Mark the file as containing confidential information:

    • When you mark a file as containing confidential information, the file itself will never be accessible to the public.
    • The file's metadata remains visible, but the file itself is not visible and cannot be downloaded (unless you give access rights to a specific tDAR user).
  • Mark the file as an embargoed resource:
    • When you mark a file as embargoed, you are restricting access to the file for 5 years.
    • The file's metadata will be visible during that period, but the file itself is not visible and cannot be downloaded.
    • After the embargo period has ended, the file will become accessible to the public. 

To permit other registered tDAR users to download confidential/embargoed files, you must enter their names into the "Access Rights" fields at the bottom of the metadata entry page. You can grant ONLY registered tDAR users the access rights to download these files. 

 


For further information on marking a resource as confidential or placing an embargo, see Managing Security and Access.


tDAR Collections & Project

Add to a Collection (or Collections)

Here you may enter the name of the collection that this document is associated with. As you enter the name of the Collection, choices will appear in the drop-down box, select the appropriate Collection  See Creating or Editing Collections to learn more about how collections are useful in organizing and displaying your resources.  

Choose a Project

In the "Project" field, use the drop-down box to select the project with which the file is associated. If you used the project toolbar "add new resource to project" button to create the file, the project is already selected for you (see description of creating a file above).

If your document is not associated with a project, select "No Associated Project" from the drop-down menu. tDAR will associate your document with your personal information resources. (tick)


Include Page
Inheritance
Inheritance
 


Include Page
Shared Resource Fields
Shared Resource Fields