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8127 citation field improvements #8708

Merged
merged 11 commits into from
Jul 14, 2022
16 changes: 16 additions & 0 deletions doc/release-notes/8127-citation-field-improvements.md
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### Improvements to fields that appear in the Citation metadata block

Grammar, style and consistency improvements have been made to the titles, tooltip description text, and watermarks of metadata fields that appear in the Citation metadata block.

This includes fields that dataset depositors can edit in the Citation Metadata accordion (i.e. fields controlled by the citation.tsv and citation.properties files) and fields whose values are system-generated, such as the Dataset Persistent ID, Previous Dataset Persistent ID, and Publication Date fields whose titles and tooltips are configured in the bundles.properties file.

The changes should provide clearer information to curators, depositors, and people looking for data about what the fields are for.

A new page in the Style Guides called "Text" has also been added. The new page includes a section called "Metadata Text Guidelines" with a link to a Google Doc where the guidelines are being maintained for now since we expect them to be revised frequently.

### Additional Upgrade Steps

Update the Citation metadata block:

- `wget https://github.com/IQSS/dataverse/releases/download/v#.##/citation.tsv`
- `curl http://localhost:8080/api/admin/datasetfield/load -X POST --data-binary @citation.tsv -H "Content-type: text/tab-separated-values"`
2 changes: 2 additions & 0 deletions doc/sphinx-guides/source/admin/metadatacustomization.rst
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Expand Up @@ -574,6 +574,8 @@ The scripts required can be hosted locally or retrieved dynamically from https:/
Tips from the Dataverse Community
---------------------------------

When creating new metadata blocks, please review the :doc:`/style/text` section of the Style Guide, which includes guidance about naming metadata fields and writing text for metadata tooltips and watermarks.

If there are tips that you feel are omitted from this document, please open an issue at https://github.com/IQSS/dataverse/issues and consider making a pull request to make improvements. You can find this document at https://github.com/IQSS/dataverse/blob/develop/doc/sphinx-guides/source/admin/metadatacustomization.rst

Alternatively, you are welcome to request "edit" access to this "Tips for Dataverse Software metadata blocks from the community" Google doc: https://docs.google.com/document/d/1XpblRw0v0SvV-Bq6njlN96WyHJ7tqG0WWejqBdl7hE0/edit?usp=sharing
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6 changes: 3 additions & 3 deletions doc/sphinx-guides/source/api/native-api.rst
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Expand Up @@ -454,9 +454,9 @@ A dataset is a container for files as explained in the :doc:`/user/dataset-manag
To create a dataset, you must supply a JSON file that contains at least the following required metadata fields:

- Title
- Author
- Contact
- Description
- Author Name
- Point of Contact Email
- Description Text
- Subject

As a starting point, you can download :download:`dataset-finch1.json <../../../../scripts/search/tests/data/dataset-finch1.json>` and modify it to meet your needs. (:download:`dataset-create-new-all-default-fields.json <../../../../scripts/api/data/dataset-finch1_fr.json>` is a variant of this file that includes setting the metadata language (see :ref:`:MetadataLanguages`) to French (fr). In addition to this minimal example, you can download :download:`dataset-create-new-all-default-fields.json <../../../../scripts/api/data/dataset-create-new-all-default-fields.json>` which populates all of the metadata fields that ship with a Dataverse installation.)
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1 change: 1 addition & 0 deletions doc/sphinx-guides/source/style/index.rst
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Expand Up @@ -14,3 +14,4 @@ This style guide is meant to help developers implement clear and appropriate UI

foundations
patterns
text
12 changes: 12 additions & 0 deletions doc/sphinx-guides/source/style/text.rst
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Text
++++

Here we describe the guidelines that help us provide helpful, clear and consistent textual information to users.

.. contents:: |toctitle|
:local:

Metadata Text Guidelines
========================

These guidelines are maintained in `a Google Doc <https://docs.google.com/document/d/1uRk_dAZlaCS91YFbqE6L9Jwhwum7mOadkJ59XUx40Sg>`__ as we expect to make frequent changes to them. We welcome comments in the Google Doc.
4 changes: 2 additions & 2 deletions doc/sphinx-guides/source/user/dataset-management.rst
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Expand Up @@ -43,8 +43,8 @@ Adding a New Dataset

#. Navigate to the Dataverse collection in which you want to add a dataset.
#. Click on the "Add Data" button and select "New Dataset" in the dropdown menu. **Note:** If you are on the root Dataverse collection, your My Data page or click the "Add Data" link in the navbar, the dataset you create will be hosted in the root Dataverse collection. You can change this by selecting another Dataverse collection you have proper permissions to create datasets in, from the Host Dataverse collection dropdown in the create dataset form. This option to choose will not be available after you create the dataset.
#. To quickly get started, enter at minimum all the required fields with an asterisk (e.g., the Dataset Title, Author,
Description, Contact Email and Subject) to get a Data Citation with a DOI.
#. To quickly get started, enter at minimum all the required fields with an asterisk (e.g., the Dataset Title, Author Name,
Description Text, Point of Contact Email, and Subject) to get a Data Citation with a DOI.
#. Scroll down to the "Files" section and click on "Select Files to Add" to add all the relevant files to your Dataset.
You can also upload your files directly from your Dropbox. **Tip:** You can drag and drop or select multiple files at a time from your desktop
directly into the upload widget. Your files will appear below the "Select Files to Add" button where you can add a
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