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Merge pull request #3176 from IQSS/3147-widgets-docs
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3147 widgets docs
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scolapasta authored Jun 28, 2016
2 parents 2935cde + fb0a26f commit 847270d
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2 changes: 2 additions & 0 deletions conf/solr/4.6.0/schema.xml
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<field name="accessToSources" type="text_en" multiValued="false" stored="true" indexed="true"/>
<field name="actionsToMinimizeLoss" type="text_en" multiValued="false" stored="true" indexed="true"/>
<field name="alternativeTitle" type="text_en" multiValued="false" stored="true" indexed="true"/>
<field name="alternativeURL" type="text_en" multiValued="false" stored="true" indexed="true"/>
<field name="astroFacility" type="text_en" multiValued="true" stored="true" indexed="true"/>
<field name="astroInstrument" type="text_en" multiValued="true" stored="true" indexed="true"/>
<field name="astroObject" type="text_en" multiValued="true" stored="true" indexed="true"/>
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<copyField source="accessToSources" dest="text" maxChars="3000"/>
<copyField source="actionsToMinimizeLoss" dest="text" maxChars="3000"/>
<copyField source="alternativeTitle" dest="text" maxChars="3000"/>
<copyField source="alternativeURL" dest="text" maxChars="3000"/>
<copyField source="astroFacility" dest="text" maxChars="3000"/>
<copyField source="astroInstrument" dest="text" maxChars="3000"/>
<copyField source="astroObject" dest="text" maxChars="3000"/>
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1 change: 1 addition & 0 deletions doc/sphinx-guides/source/installation/prep.rst
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Proceed to the :doc:`prerequisites` section which will help you get ready to run the Dataverse installation script.

.. |3webservers| image:: ./img/3webservers.png
:class: img-responsive
6 changes: 5 additions & 1 deletion doc/sphinx-guides/source/user/account.rst
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Expand Up @@ -82,6 +82,10 @@ If you cannot remember the password for your Dataverse account, click on Log In


.. |image1| image:: ./img/image1institutional.png
.. |image2| image:: ./img/image2institutional.png
:class: img-responsive
.. |image2| image:: ./img/image2institutional.png
:class: img-responsive
.. |image3| image:: ./img/image3institutional.png
:class: img-responsive
.. |image4| image:: ./img/image4institutional.png
:class: img-responsive
36 changes: 34 additions & 2 deletions doc/sphinx-guides/source/user/dataset-management.rst
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Guestbook
--------------

This is where you will enable a particular Guestbook for your dataset, which is setup at the Dataverse-level. For specific instructions please visit the Dataverse Management Guide > `Dataset Guestbook section <../user/dataverse-management.html#dataset-guestbooks>`_.
This is where you will enable a particular Guestbook for your dataset, which is setup at the Dataverse-level. For specific instructions please visit the `Dataset Guestbooks <../user/dataverse-management.html#dataset-guestbooks>`_ section of the Dataverse Management page.

.. _permissions:

Expand All @@ -220,6 +220,35 @@ The file permissions page has two sections: Users/Groups and Files.

To give someone access to your restricted files, click on the Grant Access to Users/Groups button in the Users/Groups section.

.. _widgets:

Widgets
=============================

The Widgets feature provides you with code for your personal website so your dataset can be displayed. There are two types of Widgets for a dataset: the Dataset Widget and the Dataset Citation Widget. The Widgets are found by going to your dataset page, clicking the Edit button (the one with the pencil icon) and selecting Widgets from the dropdown menu.

On the Widgets page, you can copy and paste the code snippets for the widget you would like to add to your website. If you need to adjust the height of the widget on your website, you may do so by editing the `heightPx=500` parameter in the code snippet.

Dataset Widget
---------------------

The Dataset Widget allows the citation, metadata, files and terms of your dataset to be displayed on your website. When someone downloads a data file in the widget, it will download directly from the datasets on your website. If a file is restricted, they will be directed to your dataverse to log in, instead of logging in through the widget on your site.

To edit your dataset, you will need to return to the Dataverse repository where the dataset is stored. You can easily do this by clicking on the link that says "Data Stored in (Name) Dataverse" found in the bottom of the widget.

Dataset Citation Widget
--------------------------

The Dataset Citation Widget will provide a citation for your dataset on your personal or project website. Users can download the citation in various formats by using the Cite Data button. The persistent URL in the citation will direct users to the dataset in your dataverse.


Adding Widgets to an OpenScholar Website
----------------------------------------------
#. Log in to your OpenScholar website
#. Either build a new page or navigate to the page you would like to use to show the Dataverse widgets.
#. Click on the Settings Cog and select Layout
#. At the top right, select Add New Widget and under Misc. you will see the Dataverse Dataset and the Dataverse Dataset Citation Widgets. Click on the widget you would like to add, fill out the form, and then drag it to where you would like it to display in the page.

Publish Dataset
====================

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.. |image1| image:: ./img/DatasetDiagram.png
.. |image2| image:: ./img/data-download.png
:class: img-responsive
.. |image2| image:: ./img/data-download.png
:class: img-responsive
.. |image3| image:: http://static.projects.iq.harvard.edu/files/styles/os_files_xxlarge/public/datascience/files/data_publishing_version_workflow.png?itok=8Z0PM-QC
:class: img-responsive

32 changes: 22 additions & 10 deletions doc/sphinx-guides/source/user/dataverse-management.rst
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Dataverse Management
++++++++++++++++++++++++++++

A dataverse is a container for datasets (research data, code, documentation, and metadata) and other dataverses,
which can be setup for individual researchers, departments, journals and organizations.
A dataverse is a container for datasets (research data, code, documentation, and metadata) and other dataverses, which can be setup for individual researchers, departments, journals and organizations.

|image1|

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Tip: The metadata fields you select as required, will appear on the Create Dataset form when someone goes to add a dataset to the dataverse.

.. _theme-widgets:
.. _widgets:

Theme + Widgets
Theme
====================================================

The Theme + Widgets feature provides you with a way to customize the look of your dataverse as well as provide code for you to put on your personal website to have your dataverse appear there. (For adding your dataverse to an OpenScholar site, follow these instructions.)
The Theme feature provides you with a way to customize the look of your dataverse. You can decide either to use the customization from the dataverse above yours or upload your own image file. Supported image types are JPEG, TIFF, or PNG and should be no larger than 500 KB. The maximum display size for an image file in a dataverse's theme is 940 pixels wide by 120 pixels high. Additionally, you can select the colors for the header of your dataverse and the text that appears in your dataverse. You can also add a link to your personal website, the website for your organization or institution, your department, journal, etc.

For Theme, you can decide either to use the customization from the dataverse above yours or upload your own image file. Supported image types are JPEG, TIFF, or PNG and should be no larger than 500 KB. The maximum display size for an image file in a dataverse's theme is 940 pixels wide by 120 pixels high. Additionally, you can select the colors for the header of your dataverse and the text that appears in your dataverse. You can also add a link to your personal website, the website for your organization or institution, your department, journal, etc.
.. _widgets:

Widgets
=================================================

The Widgets feature provides you with code for you to put on your personal website to have your dataverse displayed there. There are two types of Widgets for a dataverse, a Dataverse Search Box widget and a Dataverse Listing widget. From the Widgets tab on the Theme + Widgets page, you can copy and paste the code snippets for the widget you would like to add to your website. If you need to adjust the height of the widget on your website, you may do so by editing the `heightPx=500` parameter in the code snippet.

Dataverse Search Box Widget
--------------------------------

The Dataverse Search Box Widget will add a search box to your website that is linked to your dataverse. Users are directed to your dataverse in a new browser window, to display the results for search terms entered in the input field.

Dataverse Listing Widget
-------------------------------

The Dataverse Listing Widget provides a listing of all your dataverses and datasets for users to browse, sort, filter and search. When someone clicks on a dataverse or dataset in the widget, it displays the content in the widget on your website. They can download data files directly from the datasets within the widget. If a file is restricted, they will be directed to your dataverse to log in, instead of logging in through the widget on your website.

There are two options for Widgets, a Dataverse Search box widget and a Dataverse Listing widget. The Dataverse Search Box will add a search box to your website that when someone enters a search term in and clicks Find, will bring them to Dataverse to see the results. The Dataverse Listing widget will provide a listing of all your dataverses and datasets. When someone clicks on a dataverse or dataset in the widget, it will bring them to your dataverse to see the actual data. Within the Widgets page, you can copy and paste the code for the widget you would like to have on your website.

Adding Widgets to an OpenScholar Website
==============================================
----------------------------------------------
#. Log in to your OpenScholar website
#. Either build a new page or navigate to the page you would like to use to show the Dataverse widgets.
#. Click on the Settings Cog and select Layout
#. At the top right, select Add New Widget and under Misc. you will see the Dataverse Search Box and the Dataverse Listing widgets. Click on the widget you would like to add (we recommend using both), fill out the form, and then drag it to where you would like it to display in the page.

#. At the top right, select Add New Widget and under Misc. you will see the Dataverse Search Box and the Dataverse Listing Widgets. Click on the widget you would like to add, fill out the form, and then drag it to where you would like it to display in the page.

.. _dataverse-permissions:

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4 changes: 2 additions & 2 deletions doc/sphinx-guides/source/user/find-use-data.rst
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Expand Up @@ -64,10 +64,10 @@ After performing a search and finding the dataverse or dataset you are looking f

Once on a dataset page, you will see the title, citation, description, and several other fields as well as a button to email the dataset contact. Below that information, the files, metadata, and version information for the dataset are available.

Download Citation
Cite Data
--------------------------

You can find the citation for the dataset at the top of the dataset page in a blue box. Additionally, there is a Download Citation button that offers the option to download the citation as EndNote XML or RIS Format.
You can find the citation for the dataset at the top of the dataset page in a blue box. Additionally, there is a Cite Data button that offers the option to download the citation as EndNote XML, RIS Format, or BibTeX Format.

Download Files
-----------------
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