Brief instructions for creating a study:

Navigate to the dataverse in which you want to create a study, then click Options->Create New Study.

Enter at minimum a study title and click Save. Your draft study is now created. Add additional cataloging information and upload files as needed. Release the study when ready to make it viewable by others.

See the information below for more details and recommendations for creating a study.

The steps to creating a study are:

Enter Cataloging Information, including an abstract of the study.
Set Terms of Use for the study in the Cataloging fields, if you choose.
Upload files associated with the study.
Set permissions to access the study, all of the study files, or some of the study files.
Delete your study if you choose, before you submit it for review.
Submit your study for review, to make it available to the public.

There are several guidelines to creating a study:

You must create a study by performing steps in the specified order.
If multiple users edit a study at one time, the first user to click Save assumes control of the file. Only that user's changes are effective.
When you save the study, any changes that you make after that do not effect the study's citation.

Enter Cataloging Information

To enter the Cataloging Information for a new study:

Prepopulate Cataloging Information fields based on a study template (if a template is available), use the Select Study Template pull-down list to select the appropriate template.
A template provides default values for basic fields in the Cataloging Information fields. The default template prepopulates the Deposit Date field only.
Enter a title in the Title field.
Enter data in the remaining Cataloging Information fields.
To list all fields, including the Terms of Use fields, click the Show All Fields button after you enter a title. Use the following guidelines to complete these fields:
- A light blue background in any form field indicates that HTML, JavaScript, and style tags are permitted. You cannot use the html and body element types.
- To use the inline help and view information about a field, roll your cursor over the field title.
- Be sure to complete the Abstract field.
- To set Terms of Use for your study, scroll to the bottom of the Cataloging Information tab.
  Eight fields appear under the Terms of Use label. You must complete at least one of these fields to enable Terms for this study.
Click the Save button and then add comments or a brief description in the Study Version Notes popup. Then click the Continue button and your study draft version is saved.

Upload Study Files

To upload files associated with a new study:

For each file that you choose to upload to your study, first select the Data Type from the drop-down list. Then click the Browse button to select the file, and then click Upload to add each file at a time.
When selecting a CSV (character-separated values) data type, an SPSS Control Card file is first required.
When selecting a TAB (tab-delimited) data type, a DDI Control Card file is first required.
There is no restriction to the number or types of files that you can upload to the IQSS Dataverse Network. There is a maximum file size of 2 gigabytes for each file that you upload.
After you upload one file, enter the type of file in the Category field and then click Save.
If you do not enter a category and click Save, the Category drop-down list does not have any value. You can create any category to add to this list.
For each file that you upload, first click the check box in front of the file's entry in the list, and then use the Category drop-down list to select the type of file that you uploaded.
Every checked file is assigned the category that you select. Be sure to click the checked box to remove the check before you select a new value in the Category list for another file.
In the Description field, enter a brief message that identifies the contents of your file.
Click Save when you are finished uploading files.
Note: If you upload a subsettable file, that process takes a few moments to complete. During the upload, the study is not available for editing. When you receive e-mail notification that the subsettable file upload is complete, click Refresh to continue editing the study.
You see the Documentation, Data and Analysis tab of the study page with a list of the uploaded files. For each subsettable tabular data set file that you upload, the number of cases and variables and a link to the Data Citation information for that data set are displayed. If you uploaded an SPSS (.sav or .por) file, the Type for that file is changed to Tab delimited and the file extension is changed to .tab when you click Save.
For each subsettable network data set file that you upload, the number of edges and verticies and a link to the Data Citation information for that data set are displayed.
Continue to the next step and set file permissions for the study or its files.

Study File Tips
Keep in mind these tips when uploading study files to your dataverse:

The following subsettable file types are supported:
- SPSS sav - Versions 7.x to 16.x
- SPSS por - All versions
- STATA dta - Versions 4 to 10
- GraphML xml - All versions
You can add information for each file, including:
- File name
- Category (documentation or data)
- Description
If you upload the wrong file, click the Remove link before you click Save.
To replace a file after you upload it and save the study, first remove the file and then upload a new one.
If you upload a STATA (.dta), SPSS (.sav or .por), or network (.xml) file, the file automatically becomes subsettable (that is, subset and analysis tools are available for that file in the Network). In this case, processing the file might take some time and you will not see the file listed immediately after you click Save.
When you upload a subsettable data file, you are prompted to provide or confirm your e-mail address for notifications. One e-mail lets you know that the file upload is in progress; a second e-mail notifies you when the file upload is complete.
While the upload of the files takes place, your study is not available for editing. When you receive e-mail notification that the upload is completed, click Refresh to continue editing the study.

Set Study and File Permissions

You can restrict access to a study, all of its files, or some of its files. This restriction extends to the search and browse functions.

To permit or restrict access:

On the study page, click the Permissions link.
To set permissions for the study:
1. Scroll to the Entire Study Permission Settings panel, and click the drop-down list to change the study to Restricted or Public.
2. In the User Restricted Study Settings field, enter a user or group to whom you choose to grant access to the study, then click Add.
To enable a request for access to restricted files in the study, scroll to the File Permission Settings panel, and click the Restricted File Settings check box. This supplies a request link on the Data, Documentation and Analysis tab for users to request access to restricted files by creating an account.
To set permission for individual files in the study:
1. Scroll to the Individual File Permission Settings panel, and enter a user or group in the Restricted File User Access Username field to grant permissions to one or more individual files.
2. Use the File Permission pull-down list and select the permission level that you choose to apply to selected files: Restricted or Public.
3. In the list of files, click the check box for each file to which you choose to apply permissions.
  To select all files, click the check box at the top of the list.
4. Click Update.
  The users or groups to which you granted access privileges appear in the File Permissions list after the selected files.

Note: You can edit or delete your study if you choose, but only until you submit the study for reveiw. After you submit your study for review, you cannot edit or delete it from the dataverse.

Delete Studies

You can delete a study that you contribute, but only until you submit that study for review. After you submit your study for review, you cannot delete it from the dataverse.

If a study is no longer valid, it can now be deaccessioned so it's unavailable to users but still has a working citation. A reference to a new study can be provided when deaccessioning a study. Only Network Administrators can now permanently delete a study once it has been released.

To delete a draft version:

Click the Delete Draft Version link in the top-right area of the study page.
You see the Delete Draft Study Version popup.
Click the Delete button to remove the draft study version from the dataverse.

To deaccession a study:

Click the Deaccession link in the top-right area of the study page.
You see the Deaccession Study page.
You have the option to add your comments about why the study was deaccessioned, and a link reference to a new study by including the Global ID of the study.
Click the Deaccession button to remove your study from the dataverse.

Submit Study for Review
When you finish setting options for your study, click Submit For Review in the top-right corner of the study page. The page study version changes to show In Review.

You receive e-mail after you click Submit For Review, notifying you that your study was submitted for review by the Curator or Dataverse Admin. When a study is in review, it is not available to the public. You receive another e-mail notifying you when your study is released for public use.

After your study is reviewed and released, it is made available to the public, and it is included in the search and browse functions. The Cataloging Information tab for your study contains the Citation Information for the complete study. The Documentation, Data and Analysis tab lists the files associated with the study. For each subsettable file in the study, a link is available to show the Data Citation for that specific data set.

UNF Calculation

When a study is created, a UNF is calculated for each subsettable file uploaded to that study. All subsettable file UNFs then are combined to create another UNF for the study. If you edit a study and upload new subsettable files, a new UNF is calculated for the new files and for the study.

If the original study was created before version 2.0 of the Dataverse Network software, the UNF calculations were performed using version 3 of that standard. If you upload new subsettable files to an existing study after implementation of version 2.0 of the software, the UNFs are recalculated for all subsettable files and for the study using version 5 of that standard. This prevents incompatibility of UNF version numbers within a study.

Guides

Help for Users, Installers, and Developers

Study and Data Administration