Difference between revisions of "DRS User Guide/DRS Account"

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<span style="font-size:130%">'''Account Management & Dashboard'''</span>
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''This page is no longer being updated.''
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''The content of this page was saved elsewhere on August 22, 2018. This page can be removed.''
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<span style="font-size:130%">'''Signing In & User Accounts'''</span>
  
 
===Signing into the DRS===
 
===Signing into the DRS===
Sign into the DRS by clicking the Login button in the top right corner of the screen and entering your myNEU username and password on the Northeastern’s Central Authentication Service page.
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The DRS uses Northeastern’s Central Authentication Service page to authenticate users, so there's no need for you to create a new account in the DRS. Simply sign in to the DRS by clicking the Login button in the top right corner of the screen and entering your myNEU username and password.
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DRS accounts are not required to use the DRS, but you must sign in to upload files or view restricted content.
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For now, only users with Northeastern myNEU accounts are allowed to sign in to the DRS. If you work with a Northeastern-affiliated group or researcher and need an account in the DRS, you will need a Sponsored Account. Sponsored Accounts can be requested through Information Technology Services: http://www.northeastern.edu/its/services/sponsored/
  
 
  [[File:Login.png|thumb|700px|center]]
 
  [[File:Login.png|thumb|700px|center]]
  
DRS accounts are not required to use the DRS, but must sign in to upload files or view restricted content. For now, only users with Northeastern credentials are allowed to sign in and have accounts in the DRS. If you work with a Northeastern-affiliated group or researcher and need an account in the DRS, you will need a Sponsored Account. Sponsored Accounts can be requested through Information Technology Services: http://www.northeastern.edu/its/services/sponsored/
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Faculty can start depositing files in the DRS right away. When you first sign in your account will not be associated with a Northeastern University community. A DRS staff member will contact you shortly to confirm your community affiliation(s), and soon thereafter you will be connected to your University group or department. Visit [http://dsg.neu.edu/wiki/DRS_User_Guide/Communities Communities and Collections] to learn more about DRS communities.
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Northeastern staff do not have a My DRS page because they are not authorized to deposit material in the DRS. Northeastern Staff can request deposit access by contacting [http://dsg.neu.edu/wiki/DRS_User_Guide/Help DRS staff].
  
You can start storing files in the DRS immediately after you sign in. When you first sign in your account will not be associated with a Northeastern University community. A DRS staff member will contact you shortly to confirm your community affiliation(s), and soon thereafter you will be connected to your University group or department. To learn more about DRS communities, see the Communities and Collections section of this user guide.
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After a user signs in, the login button becomes a user drop down menu that contains a link to deposited files, saved sets, and to logout. To the left of the user drop down is the download queue.
  
 
===My DRS===
 
===My DRS===
Every DRS user has a My DRS page, which is your dashboard of collections and files. Once you have signed in, you can access your My DRS page by clicking on your name in the top right corner of the page, or by going to https://repository.lib.neu.edu/my_drs.
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For Northeastern faculty and authorized staff, the My DRS page is a dashboard of collections and files. Click on your name in the top right corner of the page to access your My DRS page.
  
 
  [[File:Userdropdown.png|thumb|600px|center]]
 
  [[File:Userdropdown.png|thumb|600px|center]]
  
From your My DRS page you can view your personal collections, your system generated Smart Collections, and a link to all your files:
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From your My DRS page you can view your personal collections, your system generated Smart Collections, and find a link to view all your files:
  
 
  [[File:Mydrs.png|thumb|600px|center]]
 
  [[File:Mydrs.png|thumb|600px|center]]
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===Managing your files===
 
===Managing your files===
 
====Editing Metadata====
 
====Editing Metadata====
Once a file has been uploaded to the DRS, a small set of metadata elements can be updated or removed (title, date, creator name, description, keyword, and permissions). To edit the metadata for a file, navigate to the file you wish to edit and add /edit to the end of the URL. For example, if the URL for your file is https://repository.lib.neu.edu/files/neu:38355, the edit URL would be https://repository.lib.neu.edu/files/neu:38355/edit.
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Once a file has been uploaded to the DRS, a small set of metadata elements can be updated or removed (title, date, creator name, description, keyword, and permissions). To edit the metadata for a file, navigate to the file you wish to edit and click the "Edit" tab to the right of the thumbnail image.
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[[File:DRS_edit_tab.png|600px|thumb|center]]
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The following page, which you may recognize as similar to the upload form, will allow you to edit the metadata for your file.
 
The following page, which you may recognize as similar to the upload form, will allow you to edit the metadata for your file.
  
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  [[File:Permissions.png|700px|thumb|center]]
 
  [[File:Permissions.png|700px|thumb|center]]
  
Start by selecting a general “public” or “private” permission for your file in the Mass Permissions menu. If you set your file to private, you may then use the Permissions menu to add a group or a few individuals to the list of users permitted to to view your file (to learn more about adding groups, see the Group Management section of this user guide). Select the type of permission you would like to set (“person” or “group”), enter the individual’s NUID or the group name, then select “read” or “edit” permissions. “Read” will allow the group or individual to discover, view, and download the file. Edit will allow the group or individual to discover, view, download, and edit the metadata for the file. Click “Add Permission” to add more individuals or groups to the list of authorized users.
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Start by selecting a general “public” or “private” permission for your file in the Mass Permissions menu. If you set your file to private, you may then use the Permissions menu to add a group or a few individuals to the list of users permitted to to view your file (to learn more about adding groups, see the [http://dsg.neu.edu/wiki/DRS_User_Guide/Grouper Group Management] section of this guide). Select the type of permission you would like to set (“person” or “group”), enter the individual’s NUID or the group name, then select “read” or “edit” permissions. “Read” will allow the group or individual to discover, view, and download the file. "Edit" will allow the group or individual to discover, view, download, and edit the metadata for the file. Click “Add Permission” to add more individuals or groups to the list of authorized users.
  
 
====Revising and Deleting Materials====
 
====Revising and Deleting Materials====
Files uploaded to the DRS are treated as complete and the DRS does not support revising those files. A revised version of an existing DRS file can be submitted as a new file. If it is important that the new revision supersede the previous version, or if you would like to delete a file, you may contact DRS staff to request that the file be removed. Keep in mind that materials stored in user-created collections that are not considered “managed” can be removed easily, but not all material can be removed from the system, as stated in our Terms of Participation:  
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Files uploaded to the DRS are treated as complete and the DRS does not support revising those files. A revised version of an existing DRS file can be submitted as a new file. If it is important that the new revision supersede the previous version, or if you would like to delete a file, you may contact [http://dsg.neu.edu/wiki/DRS_User_Guide/Help DRS staff] to request that the file be removed. Keep in mind that materials stored in user-created collections that are not considered “managed” can be removed easily, but not all material can be removed from the system, as stated in our [https://repository.library.northeastern.edu/terms/ Terms of Participation]:  
 
<blockquote>''Northeastern University Libraries recognizes that occasionally it may be necessary to remove objects from the DRS. Unmanaged digital objects may be removed at the user’s discretion. Under some circumstances, managed digital objects will be removed from view, but to avoid loss of the historical record, all such transactions will be noted in the metadata, which will not be removed from view.''</blockquote>
 
<blockquote>''Northeastern University Libraries recognizes that occasionally it may be necessary to remove objects from the DRS. Unmanaged digital objects may be removed at the user’s discretion. Under some circumstances, managed digital objects will be removed from view, but to avoid loss of the historical record, all such transactions will be noted in the metadata, which will not be removed from view.''</blockquote>
  
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When done, click Submit to create your collection and to start uploading files.
 
When done, click Submit to create your collection and to start uploading files.
  
It is important to note that the files you store in a collection inherit the permissions set for that collection. If you make a collection private, all files uploaded to that collection will also be private (see the user guide for Controlling Access Permissions for more information).
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It is important to note that the files you store in a collection inherit the permissions set for that collection. For example, if you make a collection private, all files uploaded to that collection will also be private (see the section on [[#Permissions | Controlling Access Permissions]] for more information).
  
 
====Editing Collections====
 
====Editing Collections====
To change the title, description, thumbnail, or permissions for a personal collection, click “Edit” on the collection page. See the Editing Metadata section of this user guide for details on editing a collection’s metadata.
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To change the title, description, thumbnail, or permissions for a personal collection, click “Edit” on the collection page. See the [[#Editing_Metadata|Editing Metadata]] section of this guide for details on editing a collection’s metadata.
 
====Removing Collections====
 
====Removing Collections====
If you create a collection in error, or simply want a collection removed, please contact DRS staff.
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If you create a collection in error, or simply want a collection removed, please contact [http://dsg.neu.edu/wiki/DRS_User_Guide/Help DRS staff].
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<br />
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----
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<br />
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{| style="margin: auto;"
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|<span style="font-size:110%">'''''DRS'''''</span>
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|&nbsp; &nbsp;
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|<span style="font-size:110%">https://repository.library.northeastern.edu</span>
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|-
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|<span style="font-size:110%">'''''Resources'''''</span>
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|&nbsp; &nbsp;
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|<span style="font-size:110%">http://dsg.neu.edu/resources/drs</span>
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|-
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|<span style="font-size:110%">'''''Contact'''''</span>
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|&nbsp; &nbsp;
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|<span style="font-size:110%">Library-Repository-Team[@]neu.edu</span>
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|}

Latest revision as of 12:59, 22 August 2018

This page is no longer being updated.

The content of this page was saved elsewhere on August 22, 2018. This page can be removed.

Signing In & User Accounts

Signing into the DRS

The DRS uses Northeastern’s Central Authentication Service page to authenticate users, so there's no need for you to create a new account in the DRS. Simply sign in to the DRS by clicking the Login button in the top right corner of the screen and entering your myNEU username and password.

DRS accounts are not required to use the DRS, but you must sign in to upload files or view restricted content.

For now, only users with Northeastern myNEU accounts are allowed to sign in to the DRS. If you work with a Northeastern-affiliated group or researcher and need an account in the DRS, you will need a Sponsored Account. Sponsored Accounts can be requested through Information Technology Services: http://www.northeastern.edu/its/services/sponsored/

Error creating thumbnail: File missing

Faculty can start depositing files in the DRS right away. When you first sign in your account will not be associated with a Northeastern University community. A DRS staff member will contact you shortly to confirm your community affiliation(s), and soon thereafter you will be connected to your University group or department. Visit Communities and Collections to learn more about DRS communities.

Northeastern staff do not have a My DRS page because they are not authorized to deposit material in the DRS. Northeastern Staff can request deposit access by contacting DRS staff.

After a user signs in, the login button becomes a user drop down menu that contains a link to deposited files, saved sets, and to logout. To the left of the user drop down is the download queue.

My DRS

For Northeastern faculty and authorized staff, the My DRS page is a dashboard of collections and files. Click on your name in the top right corner of the page to access your My DRS page.

Error creating thumbnail: File missing

From your My DRS page you can view your personal collections, your system generated Smart Collections, and find a link to view all your files:

Error creating thumbnail: File missing

A link to your DRS statistics is also available from your My DRS page (future development).

Statistics and Notifications (Future development)

The DRS collects statistics related to particular events, such as when the full description page for one of your files has been viewed or when a file is downloaded. You can view statistics about the use of your files by going to your My DRS page:

A monthly summary of your statistics will also be emailed to you.

Managing your files

Editing Metadata

Once a file has been uploaded to the DRS, a small set of metadata elements can be updated or removed (title, date, creator name, description, keyword, and permissions). To edit the metadata for a file, navigate to the file you wish to edit and click the "Edit" tab to the right of the thumbnail image.

Error creating thumbnail: File missing

The following page, which you may recognize as similar to the upload form, will allow you to edit the metadata for your file.

Error creating thumbnail: File missing

Permissions

As the original depositor of a file, you have control over who has access to that file, and you may change who has access to your file using the Edit Metadata form:

Error creating thumbnail: File missing

Start by selecting a general “public” or “private” permission for your file in the Mass Permissions menu. If you set your file to private, you may then use the Permissions menu to add a group or a few individuals to the list of users permitted to to view your file (to learn more about adding groups, see the Group Management section of this guide). Select the type of permission you would like to set (“person” or “group”), enter the individual’s NUID or the group name, then select “read” or “edit” permissions. “Read” will allow the group or individual to discover, view, and download the file. "Edit" will allow the group or individual to discover, view, download, and edit the metadata for the file. Click “Add Permission” to add more individuals or groups to the list of authorized users.

Revising and Deleting Materials

Files uploaded to the DRS are treated as complete and the DRS does not support revising those files. A revised version of an existing DRS file can be submitted as a new file. If it is important that the new revision supersede the previous version, or if you would like to delete a file, you may contact DRS staff to request that the file be removed. Keep in mind that materials stored in user-created collections that are not considered “managed” can be removed easily, but not all material can be removed from the system, as stated in our Terms of Participation:

Northeastern University Libraries recognizes that occasionally it may be necessary to remove objects from the DRS. Unmanaged digital objects may be removed at the user’s discretion. Under some circumstances, managed digital objects will be removed from view, but to avoid loss of the historical record, all such transactions will be noted in the metadata, which will not be removed from view.

Creating and Managing Your Collections

Creating Collections

Every file in the DRS must belong to a collection. By default, a series of Smart Collections are generated for you, but you may also create your own collections (to learn more about Smart Collections, see the Smart Collections section of this user guide). To create a new personal collection, go to your My DRS page and click “Create a new collection” under the User Created Collections heading:

Error creating thumbnail: File missing

You may also create a collection within an existing collection by navigating to the collection and clicking the “Add” button in the breadcrumb navigation:

Error creating thumbnail: File missing

You can give your collection a title, a description, and a thumbnail, and you may also assign permissions for people and groups.

Error creating thumbnail: File missing

When done, click Submit to create your collection and to start uploading files.

It is important to note that the files you store in a collection inherit the permissions set for that collection. For example, if you make a collection private, all files uploaded to that collection will also be private (see the section on Controlling Access Permissions for more information).

Editing Collections

To change the title, description, thumbnail, or permissions for a personal collection, click “Edit” on the collection page. See the Editing Metadata section of this guide for details on editing a collection’s metadata.

Removing Collections

If you create a collection in error, or simply want a collection removed, please contact DRS staff.



DRS     https://repository.library.northeastern.edu
Resources     http://dsg.neu.edu/resources/drs
Contact     Library-Repository-Team[@]neu.edu