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1. 1 Relationship Please select one Select UniSA Collection Identifier collection identifier Title collection title Related Services 1 Relationship Please select one v Select UniSA Service Identifier service identifier Title service title 2 Type a description of the collection Multiple types of description can be attached to the metadata record 3 Describe any related activities collections or services a Select how the collection is related to the activity collection or service b Ifthe related activity collection or service belongs to your home institution tick the checkbox c Type the title of the related activity collection or service Note that if the activity collection or service has been identified as belonging to your home institution typing in the field will search for the entered value This allows for the automatic completion of the title and identifier fields Otherwise these must be manually entered d If itis not your home institution activity collection or service manually type the title and the identifier Version 1 0 16 June 2013 Page 8 University of South Australia Research Metadata System User Manual e Repeat steps a through d to add more activities collections and services as necessary 1 Click the Add address button to add another address part and repeat step five as necessary 3 2 3 Location 1 Click the Location link on the blue bar at
2. 1 0 16 June 2013 Page 12 University of South Australia Research Metadata System User Manual 3 2 6 Subject 1 Click the Subject link on the blue bar at the top of the workflow to progress to the next page or click on the next icon at the bottom left of the screen University of Research Metadata System South Australia Collections Home Browse Report About Welcome Adam Fedornak Logout DN Metadata Record Investigation View record General Description Location Coverage People Subject Rights Management Attachments Notes Citations Submit Topic that the data is about Fields of Research Please select one v Select Socio Economic Objective Please select one v Select Keywords 1 keyword Add keyword Type of Research Activity 1 Please select one v Add activity type Other classifications Classification scheme Term Identifier Subject 1 Other scheme identifier Subject Add subject a R gt Save Save and close 2 Select the field of research from the list and then click the Select button to save the two four or six digit FOR code Fields of Research 01 Mathematical Sciences v 0102 Applied Mathematics v 010202 Biological Mathematics v Select 3 Select the socio economic objective code from list and then click the Select button to save the two four or six digit SEO code 4 Type any descriptive keywords that help describe the data in terms of subject area
3. 5 Select the type of research activity from the Type of Research Activity list and then click the Add activity type button 6 Type the name of an alternative classification scheme into the Other scheme field 7 If available type a term identifier that uniquely identifies the subject term in the scheme s vocabulary 8 Type the name of the subject and then click the Add subject button Version 1 0 16 June 2013 Page 13 University of South Australia Research Metadata System User Manual 3 2 7 Rights 1 Click the Rights link on the blue bar at the top of the workflow to progress to the next page or click on the next icon at the bottom left of the screen University of Research Metadata System South Australia Collections Home Browse Report About Welcome Adam Fedornak Logout 4 Metadata Record e Investigation View record General Description Location Coverage People Subject Rights Management Attachments Notes Citations Submit Rights licences and access rights for the data Access Rights 1 Access Rights Conditions e g Contact Chief Investigator to negotiate access to the data URI Access Rights URI Rights e g This dataset is made available under the Public Domain Dedication a URI Rights Statement URI Licence Please select one v License Other Name license name URL license url Add rights em R gt Save Save and close 2 Specify access rights conditions that
4. Citation Context DD save Save and close There are three ways to specify how the collection should be cited 1 No citation You can opt not to provide any citation information Family Name Family Name Version 1 0 16 June 2013 Page 17 University of South Australia Research Metadata System User Manual 2 Fillin each citation metadata field individually a Click the Render Citation button to preview the citation that will be sent to Research Data Australia 3 Click the Prefill button to automatically fill in the individual citation fields with data from the workflow 3 2 11 Submit 1 Click the Submit link on the blue bar at the top of the workflow to progress to the next page or click on the next icon at the bottom left of the screen University of Research Metadata System South Australia Collections Home Browse Report About Welcome Adam Fedornak Logout DN Metadata Record Investigation View record General Description Location Coverage People Subject Rights Management Attachments Notes Citations Submit Progress record to the workflow Embargo C Embargo this record Embargo until Date Embargo note Progress C This record is ready for the Metadata Review stage Proceed Delete C understand that deleting this record is permanent and cannot be undone Delete a Q Q Save Save and close 2 To place the record under embargo a Select the checkbox next to
5. Research Metadata System User Manual University of Research Metadata System South Australia Collections Home Browse Reports About Welcome Adam Fedornak Logout 4 Welcome to the University of South Australia s Research Metadata System This system contains descriptions of our data collections and datasets as well as links to information regarding the associated researchers and projects Collections OPTIONS SUMMARY Browse records There are currently 15 items available Reharvest view Add a new collection REVIEW STAGES ALERTS Select a stage to find all records in that stage Records to be investigated Name Title P Inbox 1 Potential records for investigation Investigation Metadata input stage Metadata Review EMBARGOES Records to be reviewed by a data librarian No current embargoed records Final Review Completed records ready for publication and approval into the repository F Published Records already published in the repository Retired Records that have been retired Alternatively if you do not have access to the system or use invalid credentials the login window will display an invalid username password error cf Section 2 1 for how to gain access 2 3 Access levels The Research Metadata System supports four levels of access Available functionality Typical users Administrator Read and write access to public and private records System owners Access to system admi
6. Version 1 0 16 June 2013 Page 1 University of South Australia Research Metadata System User Manual 1 3 Workflow The following diagram provides an overview of the workflow for adding a new collections The numbers to the left of each process correspond to a section number in this guide 1 3 1 Creating a new collection Start 2 1 Request No access through system owners Authorisation Yes 3 2 Add a new dataset Version 1 0 16 June 2013 Page 2 University of South Australia Research Metadata System User Manual 2 Accessing the Research Metadata System 2 1 Authorising access Access is granted by contacting the system owners 2 2 Accessing the Research Metadata System Open your web browser Mozilla Firefox is recommended for this application Type the URL https localhost redbox of the site into the address bar of your browser The following screen should appear University of Research Metadata System South Australia Collections Home Browse Reports About Login View All Records 4 Log In Required Please log into access the Research Metadata System 3 Click on the Login link at the top right The following window will appear Login details Username Password Login Close 4 Enter your login details and click the Login button Upon successful login the following screen will appear Version 1 0 16 June 2013 Page 3 University of South Australia
7. apply to this collection such as access restrictions or embargoes 3 Specify information about rights held in and over the collection such as copyright licenses and other intellectual property rights 4 Select a data licence from the Licence list If the data licence is not in the list manually specify an alternative in the License Other field set including the license name and license URL Version 1 0 16 June 2013 Page 14 University of South Australia Research Metadata System User Manual 3 2 8 Management 1 Click the Management link on the blue bar at the top of the workflow to progress to the next page or click on the next icon at the bottom left of the screen University of Research Metadata System South Australia Collections Home Browse Report About Welcome Adam Fedornak Logout 4 Metadata Record e Investigation View record General Description Location Coverage People Subject Rights Management Attachments Notes Citations Submit Management information including unique identifiers that are linked to the data Identifier Type of identifier Please select one X Select Identifier persistent identifier Use this record s ID Additional identifier Type Identifier 1 Type of identfier persistent identifier Retention Period Please select v Extent or Quantity quantity Disposal Date disposal date Related Groups 1 Relationship Pleas
8. records ready for publication and approval into the repository YY Published Records already published in the repository F Retired Records that have been retired Version 1 0 16 June 2013 Page 5 University of South Australia Research Metadata System User Manual 3 2 Adding a new Collection 1 Make sure you are on the home page of the Collections section To get there click on the Collections link on the Browse list at the top left of the page University of Research Metadata System South Australia Collections Home Browse Reports About Welcome Adam Fedornak Logout 4 Welcome to the University of South Australia s Research Metadata System This system contains descriptions of our data collections and datasets as well as links to information regarding the associated researchers and projects Collections OPTIONS SUMMARY Browse records There are currently 15 items available Reharvest view Add a new collection REVIEW STAGES ALERTS Select a stage to find all records in that stage Records to be investigated Name Title Inbox 1 Potential records for investigation Investigation Metadata input stage Metadata Review EMBARGOES Records to be reviewed by a data librarian No current embargoed records Final Review Completed records ready for publication and approval into the repository YY Published Records already published in the repository Retired Records that have been
9. retired 2 Click on the Add a new collection link in the options menu on the left 3 You will be taken to the Metadata Record workflow cf Section 3 2 1 Note Progress through the workflow can be made by clicking on the tab names at the top or by using the left Q and right 5 arrow buttons at the bottom left Progress can be saved at any time via the Save and Save and Close buttons at the bottom left of the screen Note Fields names with an asterisk next to them are mandatory and must be filled in before the collection can be submitted Help Clicking on the a icon next to a field name will bring up a tooltip e g Electronic addresses Version 1 0 16 June 2013 Page 6 University of South Australia Research Metadata System User Manual 3 2 1 General University of Research Metadata System South Australia Collections Home Browse Report About Welcome Adam Fedornak Logout Metadata Record e Investigation View record General Description Location Coverage People Subject Rights Management Attachments Notes Citations Submit General information about the data Primary title Test Entry Abbreviated title abbreviated title of research data Alternative title alternative title of research data Type Collection change Date Record Created 2013 05 08 Date Record Modified 2013 05 09 1 Type a unique title that will be used to identify the collection Optionally
10. the top of the workflow to progress to the next page or click on the next icon at the bottom left of the screen University of Research Metadata System South Australia Collections Home Browse Report About Welcome Adam Fedornak Logout Metadata Record e Investigation View record General Description Location Coverage People Subject Rights Management Attachments Notes Citations Submit Electronic or physical address for the data Electronic addresses 1 Type Please select one v Value Arguments Required Type Use Argument 1 E Please select one v Please select one v Add argument Add electronic address Physical addresses 1 Type Please select one v Value Address parts Type Address part 1 Please select one v Add address Add physical address gt d R gt Save Save and close 2 Select the type of Electronic address from the Type list 3 Type a value for the electronic address in the Value field Ensure the entered value matches the type of electronic address e g For an address of type email the value should be in the format test address example com 4 Select the type of Physical address from the Type list 5 Construct the physical address Note Physical addresses are constructed using address parts For example a physical address might consist of multiple address lines and a telephone number eee os b Type a value for the address part in the Address part field 6
11. type an abbreviated title 3 Optionally type an alternative title If acronyms were used in the primary title it is recommended that they be spelled out in full in the alternative title 4 Select what type of collection is being described from the Type list Warning Attempting to progress through the workflow without defining a primary title will result in the following error popup Title is required OK Version 1 0 16 June 2013 Page 7 University of South Australia Research Metadata System User Manual 3 2 2 Description 1 Click the Description link on the blue bar at the top of the workflow to progress to the next page or click on the next icon at the bottom left of the screen University of Research Metadata System J South Australia Collections Home Browse Report About Metadata Record Welcome Adam Fedornak Logout e Investigation View record General Description Location Coverage People Subject Rights Management Attachments Notes Citations Submit Descriptive information about the data and the data s relationship with any activities collections and services Description Type Description 1 Please select one v eg This dataset contains observational data and calibration files m Ppa Related Activities 1 Relationship Please select one v Select UniSA Activity identifier activity identifier Title activity title Related Collection m
12. Click the Add address button to add another address part and repeat step five as necessary Version 1 0 16 June 2013 Page 9 University of South Australia Research Metadata System User Manual 3 2 4 Coverage 1 Click the Coverage link on the blue bar at the top of the workflow to progress to the next page or click on the next icon at the bottom left of the screen University of Research Metadata System South Australia Collections Home Browse Report About Welcome Adam Fedornak Logout 4 Metadata Record Investigation View record General Description Location Coverage People Subject Rights Management Attachments Notes Citations Submit Includes geolocation coverage and data collection time period Coverage 9 Temporal coverage 1 Date from eg 1990 to eg 2010 Add Date Detail eg 21st Century WWII The Depression etc Add detail Add coverage Geospatial Location Map Credits Data CC By SA by OpenStreetMap Syg 168 35645 12 08042 Find location Place name Type Value 1 Please select one bd eg coordinates or placename Add location 3 A Q 5 Save Save and close 2 Type a date range relevant to the collection This is either done by using the date picker associated with each text box or by manually typing the year 3 Type atime period relevant to the collection This could be something like World War 2 or Ancient Egypt 4 Add a geospatial location to the record b
13. Embargo this record b Specify a date that this embargo will end on c Type a short description of the embargo and why it is in place in the Embargo note box 3 To progress the record Progress 9 This record is ready for the Metadata Review stage Proceed a Click the Progress checkbox If there are any required fields missing the following red text will appear Version 1 0 16 June 2013 Page 18 University of South Australia Research Metadata System User Manual The following items require further actions before you can proceed A Creators Given or Family name is required 6 Click on the icon to jump to the missing field The required field will have a description next to it in red text detailing what information is required c Once all missing fields have been filled in click the Proceed button 4 To delete the record Delete C understand that deleting this record is permanent and cannot be undone Delete a Click the Delete checkbox b Click the Delete button Version 1 0 16 June 2013 Page 19
14. Information Strategy and Technology Services niversit south Australia Research amp Data Management Support UniSA Research Metadata System USER MANUAL Version 1 0 16 June 2013 University of South Australia Research Metadata System User Manual Table of Contents Table Of COM ents sancscs cescncsscecaaccncesretasesesacactseqosscutedaaneraenossesuntcacesenesssuseracsssnemaasseeedecncseunosseeseceacexaneessucens 1 WMEFOQUECTION sssi sat absnsbanwensesbuneenesceuee see ebeleoabedas E RT N 1 Li PNOOUT CIS UIG Cis 22055 castinst canted ons lnceaevanoub toneuutetiundoe cece deus O NNA 1 1 2 Abo tthe Research Metadata System s iccc canicsscalehccoetnshecceaiahecaetaniceeabedccaesncheaeae Aig A abe 1 DSc WOKIOW oseni N ava datahed seteat diate cunesantewth tavkCobelaatwnbacavpedesatoataakconetes 2 1 3 1 Crodtine a MEW CONECTION sasiki a aaa 2 2 Accessing the Research Metadata System ccscscsssscscscecsccscsccccecscsceccccecscsscecccscssescecscsceccececscesess 3 21 AUtHOrsiNe ACCESS aris Socata ean akan ee E a a 3 2 2 Accessing the Research Metadata SVSCeiMiivaccvecisecscsceiccdivhlendaieveid clicks iowasusebwacdeohlaniaitebesacebieucciteeuencs 3 23 FICC OSE V CIS a E E E E E T 4 3 Adding a new Collection metadata record cscscscsscscscccsccscsceccccscsceccccecscsceccccscscescccscsceseececscesess 5 Jk OVENI EC W ee AE E A e a E E nena dane cee 5 32 Adding a NEW ColecUonssriier ene a a a 6 3 2 1 GENEE nasts
15. aaah ore ea tetied E A E E O TE 7 3 2 2 Descrip UON cenean A tuas aaamerved N ometinnce iy E 8 3 2 3 LOCOUO Menai e a a Snices tent aedeed Sacecetoneaeaausdasaestesseeaohe 9 3 2 4 CO VC AR a E E N E S 10 3 2 5 PEOP Eun e sascercdeuaahenwewecsedeas ie avsteccosdauwanguv wlontouatescasaneioanaioasaunes Wowecceeucie menos 11 3 2 6 SUNS SC watches cat AEE seca E EAE leah ewan ale a E alata cata At Saath ae ele 13 3 2 7 RIE S otc Cue enssesa net E a slag Newnaate es Se waasanemenaa ely E ane eaatnaes 14 3 2 8 Management ascccnch vies hse hecacsmerneces E ER nescemnenedesuanaaanann tans 15 3 2 9 NOTOS aiar E A tt lao a N Toate et ae eS oh 16 S202 CaO Serea e E tempos uiesietaresneen EE eme one 17 Pa Aes UMN E A E oa teum neue evens antennas 18 Version 1 0 16 June 2013 Page I University of South Australia Research Metadata System User Manual 1 Introduction 1 1 About this guide This document explains how to use the Research Metadata System It is a step by step guide on how to create quality Collection metadata ready for harvest by Research Data Australia 1 2 About the Research Metadata System The Research Metadata System is an enterprise metadata store that aims to be an enabler of complete high quality compliant and accessible metadata for research activities and will facilitate ongoing contribution to the ARDC Australian Research Data Commons repositories allowing discovery reporting and reuse of research activities
16. ators Display Name Name Authority 1 Relationship Please select one v UniSA Party E identifier redbox mint googlecode com parties people CWD6BYC2BX4 Manuel Steven lookup Title title Given name Steven Family name Manuel Add person Collaborators 1 eg CSIRO University of X Prof Jim Bloggs etc Add collaborator a om Q gt Save Save and close 2 Select how the collection is related to the person from the Relationship list 3 Ifthe person is from local institution tick the party checkbox 4 Type the person s details in the Title Given name and Family name fields Version 1 0 16 June 2013 Page 11 University of South Australia Research Metadata System User Manual 5 Click the lookup link The following screen should appear Name lookup x UniSA Metadata System National Library Australia Search result for Hossain Hossain Search Hossain Zakir details Cancel Clear OK hi If necessary change the name authority by clicking on the respective tabs at the top of the window Click on the radio button to the left of the person s name and then click the OK button If no identifier was automatically added please type an identifier into the Identifier field SS aE Name the other collaborators in the research project by typing a value into the Contributor s Name field 10 For each contributor name please type a unique identifier into the Identifier field Version
17. e select one v UniSA Group E Identifier title Title title Funding Body s 1 Funding body Data Size size Institutional Data Management Policy title version number and date of policy Data Management Plan Yes No Notes notes Discipline repositories 1 Please select one v Add discipline repositories KI save Save and close _ 2 Type an identifier for the collection By default the system will generate an appropriate identifier Alternatively type an explicit identifier that meets the standards defined in the ANDS controlled vocabulary http services ands org au documentation rifcs 1 3 vocabs vocabularies html ldentifier Type 3 Type any additional identifiers for the collection Version 1 0 16 June 2013 Page 15 University of South Australia Research Metadata System User Manual Record the period of time that the data must be retained Type the number of files in the collection and the format e g 20 word documents 5 csv files Select a disposal date for the data if applicable oY ye Select the relationship between this record and related groups from the Relationship list a If this is a group click the Group checkbox Otherwise input the party s unique identifier into the Identifier text box b Input the title of the group into the Title text box Note If the party checkbox is ticked typing in the Title text box will search for groups Clic
18. king on a search result will add the Identifier of the group to the Identifier field avez theta rne ae oe ace be ee ec ee 9 Record the size of the data in kilobytes megabytes gigabytes etc 10 Record the title version number and date of an associated institutional data management policy 11 Specify whether a data management plan is available 12 Include the collection in one or more sets to enable this metadata to be selectively harvested 3 2 9 Notes 1 Click the Notes link on the blue bar at the top of the workflow to progress to the next page or click on the next icon at the bottom left of the screen University of Research Metadata System South Australia Collections Home Browse Admin Reports About Welcome Adam Fedornak Logout Metadata Record ywePublished View record General Description Location Coverage People Subject Rights Management Notes Citations Submit Comments for each category of information Notes Note 1 description Add note Related information 1 Type Please select one v Identifier Please select one v identifier Title title note Note Add related information Gj K gt Save Save and close 2 Type a note into the Note text box 3 Click the Add note button 4 Select the type of related information from the Type list Version 1 0 16 June 2013 Page 16 University of South Australia Research Metadata System User Manual Select the type of identifier f
19. nistration functions Read and write access to public and private records Research Administrators Librarian Read and write access to records up to the Final Review Metadata Librarian stage read only access thereafter Read access to public records Nominated staff Version 1 0 16 June 2013 Page 4 University of South Australia Research Metadata System User Manual 3 Adding a new Collection metadata record 3 1 Overview If you have logged in the following screen should appear If it does not then you do not have the appropriate access cf Section 2 1 or have not logged in cf Section 2 2 University of Research Metadata System South Australia Collections Home Browse Reports About Welcome Adam Fedornak Logout DN Welcome to the University of South Australia s Research Metadata System This system contains descriptions of our data collections and datasets as well as links to information regarding the associated researchers and projects Collections OPTIONS SUMMARY Browse records There are currently 15 items available Reharvest view Add a new collection REVIEW STAGES ALERTS Select a stage to find all records in that stage Records to be investigated Name Title Y Inbox Potential records for investigation Investigation Metadata input stage Metadata Review EMBARGOES Records to be reviewed by a data librarian No current embargoed records Final Review Completed
20. rom the Identifier list Input the identifier into the Identifier field Input any notes into the notes text box 5 6 7 Input the title of the related information into the Title field 8 9 Click the Add related information button 1 Click the Citations link on the blue bar at the top of the workflow to progress to the next page or click on the next icon at the bottom left of the screen Research Metadata System Collections University of South Australia Home Browse Report About Metadata Record Welcome Adam Fedornak Logout e Investigation View record General Description Location Coverage People Subject Rights Management Attachments Notes Citations Submit Information about your research data source Citation Information NOTE This will overwrite any values that may have been typed below using data from elsewhere in the form Citation sent to RDA 4 Please use the Render Citation button when your citation metadata has been entered below No citation Full citation Citation Style Citation Metadata Identifier Title Creators Edition Publisher Place of Publication Date s URL Context A full citation string goes here change Use the Identifier provided during curation Use the following identifier please select one v Title Title Given Name 1 Title Given Name Edition Publisher Place of Publication
21. y using the map tools on the embedded map in the Geospatial location section The following table describes what each control does Version 1 0 16 June 2013 Page 10 University of South Australia Research Metadata System User Manual amp Navigate around the map by holding down the left mouse button and dragging Create a point where the mouse is clicked Draw a path by clicking on the map for each point Double click to finish the path Draw a square on the map Draw a circle on the map Draw a polygon on the map Click on a shape and the move the handles to modify the shape Note Fora map display to be generated in Research Data Australia it is recommended that the co ordinate type be either set to DCMI Box notation for shapes or DCMI Point notation for points Co ordinate format can be selected in the list next to the co ordinates 3 2 5 People 1 Click the People link on the blue bar at the top of the workflow to progress to the next page or click on the next icon at the bottom left of the screen University of Research Metadata System South Australia Collections Home Browse Report About Welcome Adam Fedornak Logout 4 Metadata Record e Investigation View record General Description Location Coverage People Subject Rights Management Attachments Notes Citations Submit Researchers who have contributed to or are involved with the data Cre

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