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| -rw-r--r-- | guide/src/SUMMARY.md | 2 | ||||
| -rw-r--r-- | guide/src/editing_quickstart.md | 101 |
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diff --git a/guide/src/SUMMARY.md b/guide/src/SUMMARY.md index 4b7d326f..c8e867c2 100644 --- a/guide/src/SUMMARY.md +++ b/guide/src/SUMMARY.md @@ -2,6 +2,8 @@ [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 new file mode 100644 index 00000000..cf646091 --- /dev/null +++ b/guide/src/editing_quickstart.md @@ -0,0 +1,101 @@ + +# 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! + |