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authorBryan Newbold <bnewbold@robocracy.org>2019-09-17 15:36:41 -0700
committerBryan Newbold <bnewbold@robocracy.org>2019-09-17 15:36:41 -0700
commit62b4f56a2faed143e22539809f12612b460de6e1 (patch)
treee8c825ecf0df06b6ab512b13cea91b1101a0952c
parent4e3d6048fb33097291b630cea3752a90805282a3 (diff)
downloadfatcat-62b4f56a2faed143e22539809f12612b460de6e1.tar.gz
fatcat-62b4f56a2faed143e22539809f12612b460de6e1.zip
add editing quickstart to guide
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-rw-r--r--guide/src/editing_quickstart.md101
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[Welcome!](./welcome.md)
+[Editing Quickstart](./editing_quickstart.md)
+
- [Fatcat Overview](./overview.md)
- [Goals and Related Projects](./goals.md)
- [Data Model](./data_model.md)
diff --git a/guide/src/editing_quickstart.md b/guide/src/editing_quickstart.md
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+
+# Editing Quickstart
+
+This tutorial describes how to make edits to the Fatcat catalog using the web
+interface. We will add a new `file` to an existing `release`, then update the
+release to point at a different `container`. You can follow these directions on
+either the [QA](https://qa.fatcat.wiki) or [production](https://fatcat.wiki)
+public catalogs. You will:
+
+- create an editor account and log-in
+- create a new `file` entity
+- update an existing `release` entity
+- submit editgroup for review
+
+First [create an editor account](https://fatcat.wiki/auth/login) and log-in. If
+you don't have an account with any of the existing federated log-in services
+(eg, Wikipedia, ORCID, Github), you can
+[create a few Internet Archive account](https://archive.org/account/signup),
+confirm your email, and then log-in to Fatcat using that. You should see your
+username in the upper right-hand corner of every page when you are successfully
+logged in.
+
+Next find the release's fatcat identifer for the paper we want to add a file
+to. You can [search](https://fatcat.wiki/release/search) by title, or
+[lookup](https://fatcat.wiki/release/lookup) a paper by an identifier (such
+as a DOI or arXiv ID). If the release you are looking for doesn't exist yet,
+you'll need to [create](https://fatcat.wiki/release/create) a new one. All of
+these actions are linked from the Fatcat front page for each entity type.
+
+The release fatcat identifier is the garbled looking string like
+`hsmo6p4smrganpb3fndaj2lon4` which you can find under the title of the paper's
+[entity page](https://fatcat.wiki/release/hsmo6p4smrganpb3fndaj2lon4), and also
+in the URL. You'll need this identifier to link the file to the release.
+
+Before creating a new file entity (or any entity for that matter), check that
+there isn't already an entity referencing the exact same file. Download the
+file (eg, PDF) that you want to add to your local computer, and calculate the
+SHA-1 hash of the file using a tool like `sha1sum` on the command line. If you
+aren't familiar with command line tools, you can upload to a [free online
+service](http://onlinemd5.com/). The SHA-1 hash will look like
+`de9aefc4522b385121e72faaee75bda9fbb8bf6e`, and you can do a [file
+lookup](https://fatcat.wiki/file/lookup). If a file already exists, you could
+edit it to add new URLs (locations), or add/update any release links.
+
+Assuming a file entity doesn't already exist, go to [create
+file](https://fatcat.wiki/file/create). We will want to start a new "editgroup"
+for these changes. If you don't have any editgroups in progress, you can just
+enter a description sentance and a new one will be created; if you did have
+edits in progress, you'll need to select the "create new editgroup" option from
+the drop-down of your existing editgroups.
+
+Enter the basic file metadata in the fields provided. The red stared fields are
+required (size in bytes and SHA-1). Add a URL on the public web where the file
+can be found. It's best if PDFs are uploaded to repositories (eg,
+[Zenodo](https://zenodo.org)) or hosted on the publisher's website. A second
+archival location can be added (eg, using the Wayback Machine's ["save page
+now"](http://web.archive.org/save) feature), or you could skip this and wait
+for a bot to verify and archive the URL later. The left drop-down menu lets you
+set the "type" of each URL. Add the release identifier you found earlier to the
+"Releases" list.
+
+Add a one-sentance description of your change, and submit the form. You will be
+redirected to a provisional ("work in progress") view of the new entity. Edits
+are not immediately merged into the catalog proper; the first need to be
+"submitted" and then accepted (eg, by a human moderator or robot).
+
+Let's add a second edit to the same editgroup before continuing. The new file
+view should have a link to the release entity; follow that link, then click the
+"edit" button (either the tab or the blue link at the bottom of the infobox).
+This time, the most recent editgroup should already be selected, so you don't
+need to enter a description at the top. If there are any problems with basic
+metadata, go ahead and fix them, but otherwise skip down to the "Container"
+section and update the fatcat identifer ("FCID") to point to the correct
+journal. You can [lookup journals](https://fatcat.wiki/container/lookup) by
+ISSN-L, or [search](https://fatcat.wiki/container/search) by title. Add a short
+description of your change ("Updated journal to XYZ") and then submit.
+
+You now have two edits in your editgroup. There should be links to the
+editgroup itself from the "work-in-progress" pages, or you can find all your
+editgroups from the drop-down link in the upper right-hand corner of every
+page (your username, then "Edit History"). The editgroup page shows all the
+entities created, updated, or deleted, and allows you to make tweaks (re-edit)
+or remove changes. If the release/container update you made was bogus (just as
+a learning exersize), you could remove it here. It's a good practice to group
+related edits into the same editgroup, but only up to 50 or so edits at a time
+(more than that becomes difficult hard to review).
+
+If things look good, click the "submit" button on the editgroup page. This will
+mark your changes as "ready for review", and they will show up on the [global
+reviewable editgroups](https://fatcat.wiki/reviewable) list. If you change your
+mind, you can "unsubmit" the editgroup and make more changes. Humans and bots
+can make annotations to editgroups, recommending changes. At the current time
+there are no email or other update notifications, so you need to check in on
+annotations and other status manually.
+
+When your changes have been reviewed, a moderator will "accept" them, and the
+entities will be updated in the catalog. Every accepted editgroup ends up in
+[the changelog](https://fatcat.wiki/changelog).
+
+And then you're done, thanks for your contribution!
+