Native API

Dataverse 4 exposes most of its GUI functionality via a REST-based API. This section describes that functionality. Most API endpoints require an API token that can be passed as the X-Dataverse-key HTTP header or in the URL as the key query parameter.

Note

CORS Some API endpoint allow CORS (cross-origin resource sharing), which makes them usable from scripts runing in web browsers. These endpoints are marked with a CORS badge.

Warning

Dataverse 4’s API is versioned at the URI - all API calls may include the version number like so: http://server-address/api/v1/.... Omitting the v1 part would default to the latest API version (currently 1). When writing scripts/applications that will be used for a long time, make sure to specify the API version, so they don’t break when the API is upgraded.

Contents:

Dataverses

Create a Dataverse

Generates a new dataverse under $id. Expects a JSON content describing the dataverse, as in the example below. If $id is omitted, a root dataverse is created. $id can either be a dataverse id (long) or a dataverse alias (more robust).

POST http://$SERVER/api/dataverses/$id?key=$apiKey

Download the JSON example file and modified to create dataverses to suit your needs. The fields name, alias, and dataverseContacts are required. The controlled vocabulary for dataverseType is

  • DEPARTMENT
  • JOURNALS
  • LABORATORY
  • ORGANIZATIONS_INSTITUTIONS
  • RESEARCHERS
  • RESEARCH_GROUP
  • RESEARCH_PROJECTS
  • TEACHING_COURSES
  • UNCATEGORIZED
{
  "name": "Scientific Research",
  "alias": "science",
  "dataverseContacts": [
    {
      "contactEmail": "pi@example.edu"
    },
    {
      "contactEmail": "student@example.edu"
    }
  ],
  "affiliation": "Scientific Research University",
  "description": "We do all the science.",
  "dataverseType": "LABORATORY"
}

View a Dataverse

CORS View data about the dataverse identified by $id. $id can be the id number of the dataverse, its alias, or the special value :root.

GET http://$SERVER/api/dataverses/$id

Delete a Dataverse

Deletes the dataverse whose ID is given:

DELETE http://$SERVER/api/dataverses/$id?key=$apiKey

Show Contents of a Dataverse

CORS Lists all the DvObjects under dataverse id.

GET http://$SERVER/api/dataverses/$id/contents

List Roles Defined in a Dataverse

All the roles defined directly in the dataverse identified by id:

GET http://$SERVER/api/dataverses/$id/roles?key=$apiKey

List Facets Configured for a Dataverse

CORS List all the facets for a given dataverse id.

GET http://$SERVER/api/dataverses/$id/facets?key=$apiKey

Set Facets for a Dataverse

Assign search facets for a given dataverse with alias $alias

curl -H "X-Dataverse-key: $apiKey" -X POST http://$server/api/dataverses/$alias/facets --upload-file facets.json

Where facets.json contains a JSON encoded list of metadata keys (e.g. ["authorName","authorAffiliation"]).

Create a New Role in a Dataverse

Creates a new role under dataverse id. Needs a json file with the role description:

POST http://$SERVER/api/dataverses/$id/roles?key=$apiKey

POSTed JSON example:

{
  "alias": "sys1",
  "name": “Restricted System Role”,
  "description": “A person who may only add datasets.”,
  "permissions": [
    "AddDataset"
  ]
}

List Role Assignments in a Dataverse

List all the role assignments at the given dataverse:

GET http://$SERVER/api/dataverses/$id/assignments?key=$apiKey

Assign Default Role to User Creating a Dataset in a Dataverse

Assign a default role to a user creating a dataset in a dataverse id where roleAlias is the database alias of the role to be assigned:

PUT http://$SERVER/api/dataverses/$id/defaultContributorRole/$roleAlias?key=$apiKey

Note: You may use “none” as the roleAlias. This will prevent a user who creates a dataset from having any role on that dataset. It is not recommended for dataverses with human contributors.

Assign a New Role on a Dataverse

Assigns a new role, based on the POSTed JSON.

POST http://$SERVER/api/dataverses/$id/assignments?key=$apiKey

POSTed JSON example:

{
  "assignee": "@uma",
  "role": "curator"
}

Delete Role Assignment from a Dataverse

Delete the assignment whose id is $id:

DELETE http://$SERVER/api/dataverses/$id/assignments/$id?key=$apiKey

List Metadata Blocks Defined on a Dataverse

CORS Get the metadata blocks defined on the passed dataverse:

GET http://$SERVER/api/dataverses/$id/metadatablocks?key=$apiKey

Define Metadata Blocks for a Dataverse

Sets the metadata blocks of the dataverse. Makes the dataverse a metadatablock root. The query body is a JSON array with a list of metadatablocks identifiers (either id or name), such as “journal” and “geospatial” in the example below. Requires “EditDataverse” permission. In this example the “root” dataverse is being modified but you can substitute any dataverse alias:

curl -H "X-Dataverse-key:$API_TOKEN" -X POST -H "Content-type:application/json" -d "[\"journal\",\"geospatial\"]" http://localhost:8080/api/dataverses/:root/metadatablocks

Determine if a Dataverse Inherits Its Metadata Blocks from Its Parent

Get whether the dataverse is a metadata block root, or does it uses its parent blocks:

GET http://$SERVER/api/dataverses/$id/metadatablocks/isRoot?key=$apiKey

Configure a Dataverse to Inherit Its Metadata Blocks from Its Parent

Set whether the dataverse is a metadata block root, or does it uses its parent blocks. Possible values are true and false (both are valid JSON expressions).

PUT http://$SERVER/api/dataverses/$id/metadatablocks/isRoot?key=$apiKey

Note

Previous endpoints GET http://$SERVER/api/dataverses/$id/metadatablocks/:isRoot?key=$apiKey and POST http://$SERVER/api/dataverses/$id/metadatablocks/:isRoot?key=$apiKey are deprecated, but supported.

Create a Dataset in a Dataverse

To create a dataset, you must create a JSON file containing all the metadata you want such as in this example file: dataset-finch1.json. Then, you must decide which dataverse to create the dataset in and target that datavese with either the “alias” of the dataverse (e.g. “root” or the database id of the dataverse (e.g. “1”). The initial version state will be set to DRAFT:

curl -H "X-Dataverse-key: $API_TOKEN" -X POST $SERVER_URL/api/dataverses/$DV_ALIAS/datasets --upload-file dataset-finch1.json

Import a Dataset into a Dataverse

Note

This action requires a Dataverse account with super-user permissions.

To import a dataset with an existing persistent identifier (PID), the dataset’s metadata should be prepared in Dataverse’s native JSON format. The PID is provided as a parameter at the URL. The following line imports a dataset with the PID PERSISTENT_IDENTIFIER to Dataverse, and then releases it:

curl -H "X-Dataverse-key: $API_TOKEN" -X POST $SERVER_URL/api/dataverses/$DV_ALIAS/datasets/:import?pid=$PERSISTENT_IDENTIFIER&release=yes --upload-file dataset.json

The pid parameter holds a persistent identifier (such as a DOI or Handle). The import will fail if no PID is provided, or if the provided PID fails validation.

The optional release parameter tells Dataverse to immediately publish the dataset. If the parameter is changed to no, the imported dataset will remain in DRAFT status.

The JSON format is the same as that supported by the native API’s create dataset command, although it also allows packages. For example:

{
  "datasetVersion": {
    "termsOfUse": "CC0 Waiver",
    "license": "CC0",
    "protocol":"doi",
    "authority":"10.502",
    "identifier":"ZZ7/MOSEISLEYDB94",
    "metadataBlocks": {
      "citation": {
        "fields": [
          {
            "typeName": "title",
            "multiple": false,
            "value": "Imported dataset with package files No. 3",
            "typeClass": "primitive"
          },
          {
            "typeName": "productionDate",
            "multiple": false,
            "value": "2011-02-23",
            "typeClass": "primitive"
          },
          {
            "typeName": "dsDescription",
            "multiple": true,
            "value": [
              {
                "dsDescriptionValue": {
                  "typeName": "dsDescriptionValue",
                  "multiple": false,
                  "value": "Native Dataset",
                  "typeClass": "primitive"
                }
              }
            ],
            "typeClass": "compound"
          },
          {
            "typeName": "subject",
            "multiple": true,
            "value": [
              "Medicine, Health and Life Sciences"
            ],
            "typeClass": "controlledVocabulary"
          },
          {
            "typeName": "author",
            "multiple": true,
            "value": [
              {
                "authorAffiliation": {
                  "typeName": "authorAffiliation",
                  "multiple": false,
                  "value": "LibraScholar Medical School",
                  "typeClass": "primitive"
                },
                "authorName": {
                  "typeName": "authorName",
                  "multiple": false,
                  "value": "Doc, Bob",
                  "typeClass": "primitive"
                }
              },
              {
                "authorAffiliation": {
                  "typeName": "authorAffiliation",
                  "multiple": false,
                  "value": "LibraScholar Medical School",
                  "typeClass": "primitive"
                },
                "authorName": {
                  "typeName": "authorName",
                  "multiple": false,
                  "value": "Prof, Arthur",
                  "typeClass": "primitive"
                }
              }
            ],
            "typeClass": "compound"
          },
          {
            "typeName": "depositor",
            "multiple": false,
            "value": "Prof, Arthur",
            "typeClass": "primitive"
          },
          {
            "typeName": "datasetContact",
            "multiple": true,
            "value": [
              {
                "datasetContactEmail": {
                  "typeName": "datasetContactEmail",
                  "multiple": false,
                  "value": "aprof@mailinator.com",
                  "typeClass": "primitive"
                }
              }
            ],
            "typeClass": "compound"
          }
        ],
        "displayName": "Citation Metadata"
      }
    },
    "files": [
      {
        "description": "",
        "label": "pub",
        "restricted": false,
        "version": 1,
        "datasetVersionId": 1,
        "dataFile": {
          "id": 4,
          "filename": "pub",
          "contentType": "application/vnd.dataverse.file-package",
          "filesize": 1698795873,
          "description": "",
          "storageIdentifier": "162017e5ad5-ee2a2b17fee9",
          "originalFormatLabel": "UNKNOWN",
          "rootDataFileId": -1,
          "checksum": {
            "type": "SHA-1",
            "value": "54bc7ddb096a490474bd8cc90cbed1c96730f350"
          }
        }
      }
    ]
  }
}

Before calling the API, make sure the data files referenced by the POSTed JSON are placed in the dataset directory with filenames matching their specified storage identifiers. In installations using POSIX storage, these files must be made readable by GlassFish.

Tip

If possible, it’s best to avoid spaces and special characters in the storage identifier in order to avoid potential portability problems. The storage identifier corresponds with the filesystem name (or bucket identifier) of the data file, so these characters may cause unpredictability with filesystem tools.

Warning

  • This API does not cover staging files (with correct contents, checksums, sizes, etc.) in the corresponding places in the Dataverse filestore.
  • This API endpoint does not support importing files’ persistent identifiers.
  • A Dataverse server can import datasets with a valid PID that uses a different protocol or authority than said server is configured for. However, the server will not update the PID metadata on subsequent update and publish actions.

Import a Dataset into a Dataverse with a DDI file

Note

This action requires a Dataverse account with super-user permissions.

To import a dataset with an existing persistent identifier (PID), you have to provide the PID as a parameter at the URL. The following line imports a dataset with the PID PERSISTENT_IDENTIFIER to Dataverse, and then releases it:

curl -H "X-Dataverse-key: $API_TOKEN" -X POST $SERVER_URL/api/dataverses/$DV_ALIAS/datasets/:importddi?pid=$PERSISTENT_IDENTIFIER&release=yes --upload-file ddi_dataset.xml

The optional pid parameter holds a persistent identifier (such as a DOI or Handle). The import will fail if the provided PID fails validation.

The optional release parameter tells Dataverse to immediately publish the dataset. If the parameter is changed to no, the imported dataset will remain in DRAFT status.

The file is a DDI xml file.

Warning

  • This API does not handle files related to the DDI file.
  • A Dataverse server can import datasets with a valid PID that uses a different protocol or authority than said server is configured for. However, the server will not update the PID metadata on subsequent update and publish actions.

Publish a Dataverse

Publish the Dataverse pointed by identifier, which can either by the dataverse alias or its numerical id.

POST http://$SERVER/api/dataverses/$identifier/actions/:publish?key=$apiKey

Datasets

Note Creation of new datasets is done with a POST onto dataverses. See Dataverses section.

Note In all commands below, dataset versions can be referred to as:

  • :draft the draft version, if any
  • :latest either a draft (if exists) or the latest published version.
  • :latest-published the latest published version
  • x.y a specific version, where x is the major version number and y is the minor version number.
  • x same as x.0

Get JSON Representation of a Dataset

Note

Datasets can be accessed using persistent identifiers. This is done by passing the constant :persistentId where the numeric id of the dataset is expected, and then passing the actual persistent id as a query parameter with the name persistentId.

Example: Getting the dataset whose DOI is 10.5072/FK2/J8SJZB

GET http://$SERVER/api/datasets/:persistentId/?persistentId=doi:10.5072/FK2/J8SJZB

Getting its draft version:

GET http://$SERVER/api/datasets/:persistentId/versions/:draft?persistentId=doi:10.5072/FK2/J8SJZB

CORS Show the dataset whose id is passed:

GET http://$SERVER/api/datasets/$id?key=$apiKey

Delete Dataset

Delete the dataset whose id is passed:

DELETE http://$SERVER/api/datasets/$id?key=$apiKey

List Versions of a Dataset

CORS List versions of the dataset:

GET http://$SERVER/api/datasets/$id/versions?key=$apiKey

Get Version of a Dataset

CORS Show a version of the dataset. The Dataset also include any metadata blocks the data might have:

GET http://$SERVER/api/datasets/$id/versions/$versionNumber?key=$apiKey

Export Metadata of a Dataset in Various Formats

CORS Export the metadata of the current published version of a dataset in various formats see Note below:

GET http://$SERVER/api/datasets/export?exporter=ddi&persistentId=$persistentId

Note

Supported exporters (export formats) are ddi, oai_ddi, dcterms, oai_dc, schema.org , and dataverse_json.

Schema.org JSON-LD

Please note that the schema.org format has changed in backwards-incompatible ways after Dataverse 4.9.4:

  • “description” was a single string and now it is an array of strings.
  • “citation” was an array of strings and now it is an array of objects.

Both forms are valid according to Google’s Structured Data Testing Tool at https://search.google.com/structured-data/testing-tool . (This tool will report “The property affiliation is not recognized by Google for an object of type Thing” and this known issue is being tracked at https://github.com/IQSS/dataverse/issues/5029 .) Schema.org JSON-LD is an evolving standard that permits a great deal of flexibility. For example, https://schema.org/docs/gs.html#schemaorg_expected indicates that even when objects are expected, it’s ok to just use text. As with all metadata export formats, we will try to keep the Schema.org JSON-LD format Dataverse emits backward-compatible to made integrations more stable, despite the flexibility that’s afforded by the standard.

List Files in a Dataset

CORS Lists all the file metadata, for the given dataset and version:

GET http://$SERVER/api/datasets/$id/versions/$versionId/files?key=$apiKey

List All Metadata Blocks for a Dataset

CORS Lists all the metadata blocks and their content, for the given dataset and version:

GET http://$SERVER/api/datasets/$id/versions/$versionId/metadata?key=$apiKey

List Single Metadata Block for a Dataset

CORS Lists the metadata block block named blockname, for the given dataset and version:

GET http://$SERVER/api/datasets/$id/versions/$versionId/metadata/$blockname?key=$apiKey

Update Metadata For a Dataset

Updates the metadata for a dataset. If a draft of the dataset already exists, the metadata of that draft is overwritten; otherwise, a new draft is created with this metadata.

You must download a JSON representation of the dataset, edit the JSON you download, and then send the updated JSON to the Dataverse server.

For example, after making your edits, your JSON file might look like dataset-update-metadata.json which you would send to Dataverse like this:

curl -H "X-Dataverse-key: $API_TOKEN" -X PUT $SERVER_URL/api/datasets/:persistentId/versions/:draft?persistentId=$PID --upload-file dataset-update-metadata.json

Note that in the example JSON file above, there is a single JSON object with metadataBlocks as a key. When you download a representation of your dataset in JSON format, the metadataBlocks object you need is nested inside another object called json. To extract just the metadataBlocks key when downloading a JSON representation, you can use a tool such as jq like this:

curl -H "X-Dataverse-key: $API_TOKEN" $SERVER_URL/api/datasets/:persistentId/versions/:latest?persistentId=$PID | jq '.data | {metadataBlocks: .metadataBlocks}' > dataset-update-metadata.json

Now that the resulting JSON file only contains the metadataBlocks key, you can edit the JSON such as with vi in the example below:

vi dataset-update-metadata.json

Now that you’ve made edits to the metadata in your JSON file, you can send it to Dataverse as described above.

Edit Dataset Metadata

Alternatively to replacing an entire dataset version with its JSON representation you may add data to dataset fields that are blank or accept multiple values with the following

curl -H "X-Dataverse-key: $API_TOKEN" -X PUT $SERVER_URL/api/datasets/:persistentId/editMetadata/?persistentId=$PID --upload-file dataset-add-metadata.json

You may also replace existing metadata in dataset fields with the following (adding the parameter replace=true)

curl -H "X-Dataverse-key: $API_TOKEN" -X PUT $SERVER_URL/api/datasets/:persistentId/editMetadata?persistentId=$PID&replace=true --upload-file dataset-update-metadata.json

For these edits your JSON file need only include those dataset fields which you would like to edit. A sample JSON file may be downloaded here: dataset-edit-metadata-sample.json

Delete Dataset Metadata

You may delete some of the metadata of a dataset version by supplying a file with a JSON representation of dataset fields that you would like to delete with the following

curl -H "X-Dataverse-key: $API_TOKEN" -X PUT $SERVER_URL/api/datasets/:persistentId/deleteMetadata/?persistentId=$PID --upload-file dataset-delete-author-metadata.json

For these deletes your JSON file must include an exact match of those dataset fields which you would like to delete. A sample JSON file may be downloaded here: dataset-delete-author-metadata.json

Publish a Dataset

Publishes the dataset whose id is passed. If this is the first version of the dataset, its version number will be set to 1.0. Otherwise, the new dataset version number is determined by the most recent version number and the type parameter. Passing type=minor increases the minor version number (2.3 is updated to 2.4). Passing type=major increases the major version number (2.3 is updated to 3.0).

POST http://$SERVER/api/datasets/$id/actions/:publish?type=$type&key=$apiKey

Note

POST should be used to publish a dataset. GET is supported for backward compatibility but is deprecated and may be removed: https://github.com/IQSS/dataverse/issues/2431

Note

When there are no default workflows, a successful publication process will result in 200 OK response. When there are workflows, it is impossible for Dataverse to know how long they are going to take and whether they will succeed or not (recall that some stages might require human intervention). Thus, a 202 ACCEPTED is returned immediately. To know whether the publication process succeeded or not, the client code has to check the status of the dataset periodically, or perform some push request in the post-publish workflow.

Delete Dataset Draft

Deletes the draft version of dataset $id. Only the draft version can be deleted:

DELETE http://$SERVER/api/datasets/$id/versions/:draft?key=$apiKey

Set Citation Date Field for a Dataset

Sets the dataset field type to be used as the citation date for the given dataset (if the dataset does not include the dataset field type, the default logic is used). The name of the dataset field type should be sent in the body of the reqeust. To revert to the default logic, use :publicationDate as the $datasetFieldTypeName. Note that the dataset field used has to be a date field:

PUT http://$SERVER/api/datasets/$id/citationdate?key=$apiKey

Revert Citation Date Field to Default for Dataset

Restores the default logic of the field type to be used as the citation date. Same as PUT with :publicationDate body:

DELETE http://$SERVER/api/datasets/$id/citationdate?key=$apiKey

List Role Assignments for a Dataset

List all the role assignments at the given dataset:

GET http://$SERVER/api/datasets/$id/assignments?key=$apiKey

Create a Private URL for a Dataset

Create a Private URL (must be able to manage dataset permissions):

POST http://$SERVER/api/datasets/$id/privateUrl?key=$apiKey

Get the Private URL for a Dataset

Get a Private URL from a dataset (if available):

GET http://$SERVER/api/datasets/$id/privateUrl?key=$apiKey

Delete the Private URL from a Dataset

Delete a Private URL from a dataset (if it exists):

DELETE http://$SERVER/api/datasets/$id/privateUrl?key=$apiKey

Add a File to a Dataset

Add a file to an existing Dataset. Description and tags are optional:

POST http://$SERVER/api/datasets/$id/add?key=$apiKey

A more detailed “add” example using curl:

curl -H "X-Dataverse-key:$API_TOKEN" -X POST -F 'file=@data.tsv' -F 'jsonData={"description":"My description.","categories":["Data"], "restrict":"true"}' "https://example.dataverse.edu/api/datasets/:persistentId/add?persistentId=$PERSISTENT_ID"

Example python code to add a file. This may be run by changing these parameters in the sample code:

  • dataverse_server - e.g. https://demo.dataverse.org
  • api_key - See the top of this document for a description
  • persistentId - Example: doi:10.5072/FK2/6XACVA
  • dataset_id - Database id of the dataset

In practice, you only need one the dataset_id or the persistentId. The example below shows both uses.

from datetime import datetime
import json
import requests  # http://docs.python-requests.org/en/master/

# --------------------------------------------------
# Update the 4 params below to run this code
# --------------------------------------------------
dataverse_server = 'https://your dataverse server' # no trailing slash
api_key = 'api key'
dataset_id = 1  # database id of the dataset
persistentId = 'doi:10.5072/FK2/6XACVA' # doi or hdl of the dataset

# --------------------------------------------------
# Prepare "file"
# --------------------------------------------------
file_content = 'content: %s' % datetime.now()
files = {'file': ('sample_file.txt', file_content)}

# --------------------------------------------------
# Using a "jsonData" parameter, add optional description + file tags
# --------------------------------------------------
params = dict(description='Blue skies!',
            categories=['Lily', 'Rosemary', 'Jack of Hearts'])

params_as_json_string = json.dumps(params)

payload = dict(jsonData=params_as_json_string)

# --------------------------------------------------
# Add file using the Dataset's id
# --------------------------------------------------
url_dataset_id = '%s/api/datasets/%s/add?key=%s' % (dataverse_server, dataset_id, api_key)

# -------------------
# Make the request
# -------------------
print '-' * 40
print 'making request: %s' % url_dataset_id
r = requests.post(url_dataset_id, data=payload, files=files)

# -------------------
# Print the response
# -------------------
print '-' * 40
print r.json()
print r.status_code

# --------------------------------------------------
# Add file using the Dataset's persistentId (e.g. doi, hdl, etc)
# --------------------------------------------------
url_persistent_id = '%s/api/datasets/:persistentId/add?persistentId=%s&key=%s' % (dataverse_server, persistentId, api_key)

# -------------------
# Update the file content to avoid a duplicate file error
# -------------------
file_content = 'content2: %s' % datetime.now()
files = {'file': ('sample_file2.txt', file_content)}


# -------------------
# Make the request
# -------------------
print '-' * 40
print 'making request: %s' % url_persistent_id
r = requests.post(url_persistent_id, data=payload, files=files)

# -------------------
# Print the response
# -------------------
print '-' * 40
print r.json()
print r.status_code

Submit a Dataset for Review

When dataset authors do not have permission to publish directly, they can click the “Submit for Review” button in the web interface (see Dataset + File Management), or perform the equivalent operation via API:

curl -H "X-Dataverse-key: $API_TOKEN" -X POST "$SERVER_URL/api/datasets/:persistentId/submitForReview?persistentId=$DOI_OR_HANDLE_OF_DATASET"

The people who need to review the dataset (often curators or journal editors) can check their notifications periodically via API to see if any new datasets have been submitted for review and need their attention. See the Notifications section for details. Alternatively, these curators can simply check their email or notifications to know when datasets have been submitted (or resubmitted) for review.

Return a Dataset to Author

After the curators or journal editors have reviewed a dataset that has been submitted for review (see “Submit for Review”, above) they can either choose to publish the dataset (see the :publish “action” above) or return the dataset to its authors. In the web interface there is a “Return to Author” button (see Dataset + File Management), but the interface does not provide a way to explain why the dataset is being returned. There is a way to do this outside of this interface, however. Instead of clicking the “Return to Author” button in the UI, a curator can write a “reason for return” into the database via API.

Here’s how curators can send a “reason for return” to the dataset authors. First, the curator creates a JSON file that contains the reason for return:

{
  "reasonForReturn": "You forgot to upload any files."
}

In the example below, the curator has saved the JSON file as reason-for-return.json in their current working directory. Then, the curator sends this JSON file to the returnToAuthor API endpoint like this:

curl -H "Content-type:application/json" -d @reason-for-return.json -H "X-Dataverse-key: $API_TOKEN" -X POST "$SERVER_URL/api/datasets/:persistentId/returnToAuthor?persistentId=$DOI_OR_HANDLE_OF_DATASET"

The review process can sometimes resemble a tennis match, with the authors submitting and resubmitting the dataset over and over until the curators are satisfied. Each time the curators send a “reason for return” via API, that reason is persisted into the database, stored at the dataset version level.

Dataset Locks

To check if a dataset is locked:

curl "$SERVER_URL/api/datasets/{database_id}/locks

Optionally, you can check if there’s a lock of a specific type on the dataset:

curl "$SERVER_URL/api/datasets/{database_id}/locks?type={lock_type}

Currently implemented lock types are Ingest, Workflow, InReview, DcmUpload and pidRegister.

The API will output the list of locks, for example:

{"status":"OK","data":
    [
            {
             "lockType":"Ingest",
             "date":"Fri Aug 17 15:05:51 EDT 2018",
             "user":"dataverseAdmin"
            },
            {
             "lockType":"Workflow",
             "date":"Fri Aug 17 15:02:00 EDT 2018",
             "user":"dataverseAdmin"
            }
    ]
}

If the dataset is not locked (or if there is no lock of the requested type), the API will return an empty list.

The following API end point will lock a Dataset with a lock of specified type:

POST /api/datasets/{database_id}/lock/{lock_type}

For example:

curl -X POST "$SERVER_URL/api/datasets/1234/lock/Ingest?key=$ADMIN_API_TOKEN"
or
curl -X POST -H "X-Dataverse-key: $ADMIN_API_TOKEN" "$SERVER_URL/api/datasets/:persistentId/lock/Ingest?persistentId=$DOI_OR_HANDLE_OF_DATASET"

Use the following API to unlock the dataset, by deleting all the locks currently on the dataset:

DELETE /api/datasets/{database_id}/locks

Or, to delete a lock of the type specified only:

DELETE /api/datasets/{database_id}/locks?type={lock_type}

For example:

curl -X DELETE -H "X-Dataverse-key: $ADMIN_API_TOKEN" "$SERVER_URL/api/datasets/1234/locks?type=pidRegister"

If the dataset is not locked (or if there is no lock of the specified type), the API will exit with a warning message.

(Note that the API calls above all support both the database id and persistent identifier notation for referencing the dataset)

Files

Adding Files

Note

Files can be added via the native API but the operation is performed on the parent object, which is a dataset. Please see the Datasets endpoint above for more information.

Accessing (downloading) files

Note

Access API has its own section in the Guide: Data Access API

Note Data Access API calls can now be made using persistent identifiers (in addition to database ids). This is done by passing the constant :persistentId where the numeric id of the file is expected, and then passing the actual persistent id as a query parameter with the name persistentId.

Example: Getting the file whose DOI is 10.5072/FK2/J8SJZB

GET http://$SERVER/api/access/datafile/:persistentId/?persistentId=doi:10.5072/FK2/J8SJZB

Restrict Files

Restrict or unrestrict an existing file where id is the database id of the file or pid is the persistent id (DOI or Handle) of the file to restrict. Note that some Dataverse installations do not allow the ability to restrict files.

A curl example using an id:

curl -H "X-Dataverse-key:$API_TOKEN" -X PUT -d true http://$SERVER/api/files/{id}/restrict

A curl example using a pid:

curl -H "X-Dataverse-key:$API_TOKEN" -X PUT -d true http://$SERVER/api/files/:persistentId/restrict?persistentId={pid}

Replacing Files

Replace an existing file where id is the database id of the file to replace or pid is the persistent id (DOI or Handle) of the file. Note that metadata such as description and tags are not carried over from the file being replaced

curl -H "X-Dataverse-key:$API_TOKEN" -X POST -F 'file=@data.tsv' \
-F 'jsonData={"description":"My description.","categories":["Data"],"forceReplace":false}'\
"https://demo.dataverse.org/api/files/$FILE_ID/replace"

Example python code to replace a file. This may be run by changing these parameters in the sample code:

  • dataverse_server - e.g. https://demo.dataverse.org
  • api_key - See the top of this document for a description
  • file_id - Database id of the file to replace (returned in the GET API for a Dataset)
from datetime import datetime
import json
import requests  # http://docs.python-requests.org/en/master/

# --------------------------------------------------
# Update params below to run code
# --------------------------------------------------
dataverse_server = 'http://127.0.0.1:8080' # no trailing slash
api_key = 'some key'
file_id = 1401  # id of the file to replace

# --------------------------------------------------
# Prepare replacement "file"
# --------------------------------------------------
file_content = 'content: %s' % datetime.now()
files = {'file': ('replacement_file.txt', file_content)}

# --------------------------------------------------
# Using a "jsonData" parameter, add optional description + file tags
# --------------------------------------------------
params = dict(description='Sunset',
            categories=['One', 'More', 'Cup of Coffee'])

# -------------------
# IMPORTANT: If the mimetype of the replacement file differs
#   from the origina file, the replace will fail
#
#  e.g. if you try to replace a ".csv" with a ".png" or something similar
#
#  You can override this with a "forceReplace" parameter
# -------------------
params['forceReplace'] = True


params_as_json_string = json.dumps(params)

payload = dict(jsonData=params_as_json_string)

print 'payload', payload
# --------------------------------------------------
# Replace file using the id of the file to replace
# --------------------------------------------------
url_replace = '%s/api/v1/files/%s/replace?key=%s' % (dataverse_server, file_id, api_key)

# -------------------
# Make the request
# -------------------
print '-' * 40
print 'making request: %s' % url_replace
r = requests.post(url_replace, data=payload, files=files)

# -------------------
# Print the response
# -------------------
print '-' * 40
print r.json()
print r.status_code

Uningest a File

Reverse the tabular data ingest process performed on a file where {id} is the database id of the file to process. Note that this requires “super user” credentials:

POST http://$SERVER/api/files/{id}/uningest?key={apiKey}

Reingest a File

Attempt to ingest an existing datafile as tabular data. This API can be used on a file that was not ingested as tabular back when it was uploaded. For example, a Stata v.14 file that was uploaded before ingest support for Stata 14 was added (in Dataverse v.4.9). It can also be used on a file that failed to ingest due to a bug in the ingest plugin that has since been fixed (hence the name “re-ingest”).

Note that this requires “super user” credentials:

POST http://$SERVER/api/files/{id}/reingest?key={apiKey}

({id} is the database id of the file to process)

Also, note that, at present the API cannot be used on a file that’s already ingested as tabular.

Provenance

Get Provenance JSON for an uploaded file:

GET http://$SERVER/api/files/{id}/prov-json?key=$apiKey

Get Provenance Description for an uploaded file:

GET http://$SERVER/api/files/{id}/prov-freeform?key=$apiKey

Create/Update Provenance JSON and provide related entity name for an uploaded file:

POST http://$SERVER/api/files/{id}/prov-json?key=$apiKey&entityName=$entity -H "Content-type:application/json" --upload-file $filePath

Create/Update Provenance Description for an uploaded file. Requires a JSON file with the description connected to a key named “text”:

POST http://$SERVER/api/files/{id}/prov-freeform?key=$apiKey -H "Content-type:application/json" --upload-file $filePath

Delete Provenance JSON for an uploaded file:

DELETE http://$SERVER/api/files/{id}/prov-json?key=$apiKey

Datafile Integrity

Starting the release 4.10 the size of the saved original file (for an ingested tabular datafile) is stored in the database. The following API will retrieve and permanently store the sizes for any already existing saved originals:

GET http://$SERVER/api/admin/datafiles/integrity/fixmissingoriginalsizes{?limit=N}

Note the optional “limit” parameter. Without it, the API will attempt to populate the sizes for all the saved originals that don’t have them in the database yet. Otherwise it will do so for the first N such datafiles.

Builtin Users

Builtin users are known as “Username/Email and Password” users in the Account Creation + Management of the User Guide. Dataverse stores a password (encrypted, of course) for these users, which differs from “remote” users such as Shibboleth or OAuth users where the password is stored elsewhere. See also “Auth Modes: Local vs. Remote vs. Both” in the Configuration section of the Installation Guide. It’s a valid configuration of Dataverse to not use builtin users at all.

Create a Builtin User

For security reasons, builtin users cannot be created via API unless the team who runs the Dataverse installation has populated a database setting called BuiltinUsers.KEY, which is described under “Securing Your Installation” and “Database Settings” in the Configuration section of the Installation Guide. You will need to know the value of BuiltinUsers.KEY before you can proceed.

To create a builtin user via API, you must first construct a JSON document. You can download user-add.json or copy the text below as a starting point and edit as necessary.

{
  "firstName": "Lisa",
  "lastName": "Simpson",
  "userName": "lsimpson",
  "affiliation": "Springfield",
  "position": "Student",
  "email": "lsimpson@mailinator.com"
}

Place this user-add.json file in your current directory and run the following curl command, substituting variables as necessary. Note that both the password of the new user and the value of BuiltinUsers.KEY are passed as query parameters:

curl -d @user-add.json -H "Content-type:application/json" "$SERVER_URL/api/builtin-users?password=$NEWUSER_PASSWORD&key=$BUILTIN_USERS_KEY"

Roles

Create a New Role in a Dataverse

Creates a new role in dataverse object whose Id is dataverseIdtf (that’s an id/alias):

POST http://$SERVER/api/roles?dvo=$dataverseIdtf&key=$apiKey

Show Role

Shows the role with id:

GET http://$SERVER/api/roles/$id

Delete Role

Deletes the role with id:

DELETE http://$SERVER/api/roles/$id

Explicit Groups

Create New Explicit Group

Explicit groups list their members explicitly. These groups are defined in dataverses, which is why their API endpoint is under api/dataverses/$id/, where $id is the id of the dataverse.

Create a new explicit group under dataverse $id:

POST http://$server/api/dataverses/$id/groups

Data being POSTed is json-formatted description of the group:

{
 "description":"Describe the group here",
 "displayName":"Close Collaborators",
 "aliasInOwner":"ccs"
}

List Explicit Groups in a Dataverse

List explicit groups under dataverse $id:

GET http://$server/api/dataverses/$id/groups

Show Single Group in a Dataverse

Show group $groupAlias under dataverse $dv:

GET http://$server/api/dataverses/$dv/groups/$groupAlias

Update Group in a Dataverse

Update group $groupAlias under dataverse $dv. The request body is the same as the create group one, except that the group alias cannot be changed. Thus, the field aliasInOwner is ignored.

PUT http://$server/api/dataverses/$dv/groups/$groupAlias

Delete Group from a Dataverse

Delete group $groupAlias under dataverse $dv:

DELETE http://$server/api/dataverses/$dv/groups/$groupAlias

Add Multiple Role Assignees to an Explicit Group

Bulk add role assignees to an explicit group. The request body is a JSON array of role assignee identifiers, such as @admin, &ip/localhosts or :authenticated-users:

POST http://$server/api/dataverses/$dv/groups/$groupAlias/roleAssignees

Add a Role Assignee to an Explicit Group

Add a single role assignee to a group. Request body is ignored:

PUT http://$server/api/dataverses/$dv/groups/$groupAlias/roleAssignees/$roleAssigneeIdentifier

Remove a Role Assignee from an Explicit Group

Remove a single role assignee from an explicit group:

DELETE http://$server/api/dataverses/$dv/groups/$groupAlias/roleAssignees/$roleAssigneeIdentifier

Shibboleth Groups

Management of Shibboleth groups via API is documented in the Shibboleth section of the Installation Guide.

Info

Show Dataverse Version and Build Number

CORS Get the Dataverse version. The response contains the version and build numbers:

GET http://$SERVER/api/info/version

Show Dataverse Server Name

Get the server name. This is useful when a Dataverse system is composed of multiple Java EE servers behind a load balancer:

GET http://$SERVER/api/info/server

Show Custom Popup Text for Publishing Datasets

For now, only the value for the :DatasetPublishPopupCustomText setting from the Configuration section of the Installation Guide is exposed:

GET http://$SERVER/api/info/settings/:DatasetPublishPopupCustomText

Get API Terms of Use URL

Get API Terms of Use. The response contains the text value inserted as API Terms of use which uses the database setting :ApiTermsOfUse:

GET http://$SERVER/api/info/apiTermsOfUse

Metadata Blocks

Show Info About All Metadata Blocks

CORS Lists brief info about all metadata blocks registered in the system:

GET http://$SERVER/api/metadatablocks

Show Info About Single Metadata Block

CORS Return data about the block whose identifier is passed. identifier can either be the block’s id, or its name:

GET http://$SERVER/api/metadatablocks/$identifier

Notifications

Get All Notifications by User

Each user can get a dump of their notifications by passing in their API token:

curl -H "X-Dataverse-key:$API_TOKEN" $SERVER_URL/api/notifications/all

Admin

This is the administrative part of the API. For security reasons, it is absolutely essential that you block it before allowing public access to a Dataverse installation. Blocking can be done using settings. See the post-install-api-block.sh script in the scripts/api folder for details. See also “Blocking API Endpoints” under “Securing Your Installation” in the Configuration section of the Installation Guide.

List All Database Settings

List all settings:

GET http://$SERVER/api/admin/settings

Configure Database Setting

Sets setting name to the body of the request:

PUT http://$SERVER/api/admin/settings/$name

Get Single Database Setting

Get the setting under name:

GET http://$SERVER/api/admin/settings/$name

Delete Database Setting

Delete the setting under name:

DELETE http://$SERVER/api/admin/settings/$name

List Authentication Provider Factories

List the authentication provider factories. The alias field of these is used while configuring the providers themselves.

GET http://$SERVER/api/admin/authenticationProviderFactories

List Authentication Providers

List all the authentication providers in the system (both enabled and disabled):

GET http://$SERVER/api/admin/authenticationProviders

Add Authentication Provider

Add new authentication provider. The POST data is in JSON format, similar to the JSON retrieved from this command’s GET counterpart.

POST http://$SERVER/api/admin/authenticationProviders

Show Authentication Provider

Show data about an authentication provider:

GET http://$SERVER/api/admin/authenticationProviders/$id

Enable or Disable an Authentication Provider

Enable or disable an authentication provider (denoted by id):

PUT http://$SERVER/api/admin/authenticationProviders/$id/enabled

Note

The former endpoint, ending with :enabled (that is, with a colon), is still supported, but deprecated.

Check If an Authentication Provider is Enabled

Check whether an authentication proider is enabled:

GET http://$SERVER/api/admin/authenticationProviders/$id/enabled

The body of the request should be either true or false. Content type has to be application/json, like so:

curl -H "Content-type: application/json"  -X POST -d"false" http://localhost:8080/api/admin/authenticationProviders/echo-dignified/:enabled

Delete an Authentication Provider

Deletes an authentication provider from the system. The command succeeds even if there is no such provider, as the postcondition holds: there is no provider by that id after the command returns.

DELETE http://$SERVER/api/admin/authenticationProviders/$id/

List Global Roles

List all global roles in the system.

GET http://$SERVER/api/admin/roles

Create Global Role

Creates a global role in the Dataverse installation. The data POSTed are assumed to be a role JSON.

POST http://$SERVER/api/admin/roles

List Users

List users with the options to search and “page” through results. Only accessible to superusers. Optional parameters:

  • searchTerm A string that matches the beginning of a user identifier, first name, last name or email address.
  • itemsPerPage The number of detailed results to return. The default is 25. This number has no limit. e.g. You could set it to 1000 to return 1,000 results
  • selectedPage The page of results to return. The default is 1.
GET http://$SERVER/api/admin/list-users

Sample output appears below.

  • When multiple pages of results exist, the selectedPage parameters may be specified.
  • Note, the resulting pagination section includes pageCount, previousPageNumber, nextPageNumber, and other variables that may be used to re-create the UI.
{
    "status":"OK",
    "data":{
        "userCount":27,
        "selectedPage":1,
        "pagination":{
            "isNecessary":true,
            "numResults":27,
            "numResultsString":"27",
            "docsPerPage":25,
            "selectedPageNumber":1,
            "pageCount":2,
            "hasPreviousPageNumber":false,
            "previousPageNumber":1,
            "hasNextPageNumber":true,
            "nextPageNumber":2,
            "startResultNumber":1,
            "endResultNumber":25,
            "startResultNumberString":"1",
            "endResultNumberString":"25",
            "remainingResults":2,
            "numberNextResults":2,
            "pageNumberList":[
                1,
                2
            ]
        },
        "bundleStrings":{
            "userId":"ID",
            "userIdentifier":"Username",
            "lastName":"Last Name ",
            "firstName":"First Name ",
            "email":"Email",
            "affiliation":"Affiliation",
            "position":"Position",
            "isSuperuser":"Superuser",
            "authenticationProvider":"Authentication",
            "roles":"Roles",
            "createdTime":"Created Time",
            "lastLoginTime":"Last Login Time",
            "lastApiUseTime":"Last API Use Time"
        },
        "users":[
            {
                "id":8,
                "userIdentifier":"created1",
                "lastName":"created1",
                "firstName":"created1",
                "email":"created1@g.com",
                "affiliation":"hello",
                "isSuperuser":false,
                "authenticationProvider":"BuiltinAuthenticationProvider",
                "roles":"Curator",
                "createdTime":"2017-06-28 10:36:29.444"
            },
            {
                "id":9,
                "userIdentifier":"created8",
                "lastName":"created8",
                "firstName":"created8",
                "email":"created8@g.com",
                "isSuperuser":false,
                "authenticationProvider":"BuiltinAuthenticationProvider",
                "roles":"Curator",
                "createdTime":"2000-01-01 00:00:00.0"
            },
            {
                "id":1,
                "userIdentifier":"dataverseAdmin",
                "lastName":"Admin",
                "firstName":"Dataverse",
                "email":"dataverse@mailinator2.com",
                "affiliation":"Dataverse.org",
                "position":"Admin",
                "isSuperuser":true,
                "authenticationProvider":"BuiltinAuthenticationProvider",
                "roles":"Admin, Contributor",
                "createdTime":"2000-01-01 00:00:00.0",
                "lastLoginTime":"2017-07-03 12:22:35.926",
                "lastApiUseTime":"2017-07-03 12:55:57.186"
            }

            // ... 22 more user documents ...
        ]
    }
}

Note

“List all users” GET http://$SERVER/api/admin/authenticatedUsers is deprecated, but supported.

List Single User

List user whose identifier (without the @ sign) is passed:

GET http://$SERVER/api/admin/authenticatedUsers/$identifier

Sample output using “dataverseAdmin” as the identifier:

{
  "authenticationProviderId": "builtin",
  "persistentUserId": "dataverseAdmin",
  "position": "Admin",
  "id": 1,
  "identifier": "@dataverseAdmin",
  "displayName": "Dataverse Admin",
  "firstName": "Dataverse",
  "lastName": "Admin",
  "email": "dataverse@mailinator.com",
  "superuser": true,
  "affiliation": "Dataverse.org"
}

Create an authenticateUser:

POST http://$SERVER/api/admin/authenticatedUsers

POSTed JSON example:

{
  "authenticationProviderId": "orcid",
  "persistentUserId": "0000-0002-3283-0661",
  "identifier": "@pete",
  "firstName": "Pete K.",
  "lastName": "Dataversky",
  "email": "pete@mailinator.com"
}

Make User a SuperUser

Toggles superuser mode on the AuthenticatedUser whose identifier (without the @ sign) is passed.

POST http://$SERVER/api/admin/superuser/$identifier

List Role Assignments of a Role Assignee

List all role assignments of a role assignee (i.e. a user or a group):

GET http://$SERVER/api/admin/assignments/assignees/$identifier

Note that identifier can contain slashes (e.g. &ip/localhost-users).

List Permissions a User Has on a Dataverse or Dataset

List permissions a user (based on API Token used) has on a dataverse or dataset:

GET http://$SERVER/api/admin/permissions/$identifier

The $identifier can be a dataverse alias or database id or a dataset persistent ID or database id.

Show Role Assignee

List a role assignee (i.e. a user or a group):

GET http://$SERVER/api/admin/assignee/$identifier

The $identifier should start with an @ if it’s a user. Groups start with &. “Built in” users and groups start with :. Private URL users start with #.

Dataset Integrity

Recalculate the UNF value of a dataset version, if it’s missing, by supplying the dataset version database id:

POST http://$SERVER/api/admin/datasets/integrity/{datasetVersionId}/fixmissingunf

Workflows

List all available workflows in the system:

GET http://$SERVER/api/admin/workflows

Get details of a workflow with a given id:

GET http://$SERVER/api/admin/workflows/$id

Add a new workflow. Request body specifies the workflow properties and steps in JSON format. Sample json files are available at scripts/api/data/workflows/:

POST http://$SERVER/api/admin/workflows

Delete a workflow with a specific id:

DELETE http://$SERVER/api/admin/workflows/$id

Warning

If the workflow designated by $id is a default workflow, a 403 FORBIDDEN response will be returned, and the deletion will be canceled.

List the default workflow for each trigger type:

GET http://$SERVER/api/admin/workflows/default/

Set the default workflow for a given trigger. This workflow is run when a dataset is published. The body of the PUT request is the id of the workflow. Trigger types are PrePublishDataset, PostPublishDataset:

PUT http://$SERVER/api/admin/workflows/default/$triggerType

Get the default workflow for triggerType. Returns a JSON representation of the workflow, if present, or 404 NOT FOUND.

GET http://$SERVER/api/admin/workflows/default/$triggerType

Unset the default workflow for triggerType. After this call, dataset releases are done with no workflow.

DELETE http://$SERVER/api/admin/workflows/default/$triggerType

Set the whitelist of IP addresses separated by a semicolon (;) allowed to resume workflows. Request body is a list of IP addresses allowed to send “resume workflow” messages to this Dataverse instance:

PUT http://$SERVER/api/admin/workflows/ip-whitelist

Get the whitelist of IP addresses allowed to resume workflows:

GET http://$SERVER/api/admin/workflows/ip-whitelist

Restore the whitelist of IP addresses allowed to resume workflows to default (localhost only):

DELETE http://$SERVER/api/admin/workflows/ip-whitelist

Metrics

Clear all cached metric results:

DELETE http://$SERVER/api/admin/clearMetricsCache

Clear a specific metric cache. Currently this must match the name of the row in the table, which is named metricName*_*metricYYYYMM (or just metricName if there is no date range for the metric). For example dataversesToMonth_2018-05:

DELETE http://$SERVER/api/admin/clearMetricsCache/$metricDbName

Inherit Dataverse Role Assignments

Recursively applies the role assignments of the specified dataverse, for the roles specified by the :InheritParentRoleAssignments setting, to all dataverses contained within it:

GET http://$SERVER/api/admin/dataverse/{dataverse alias}/addRoleAssignmentsToChildren

Note: setting :InheritParentRoleAssignments will automatically trigger inheritance of the parent dataverse’s role assignments for a newly created dataverse. Hence this API call is intended as a way to update existing child dataverses or to update children after a change in role assignments has been made on a parent dataverse.