User Guide

Contents:

• Account Creation + Management
  • Account Information
    • Account Log In Options
    • Create Account
    • Edit Account
    • Convert Account
    • Reset Account Password
  • Remote Authentication
    • Institutional Log In
      • Create a Dataverse installation account using Institutional Log In
      • Convert your Dataverse installation account to use your Institutional Log In
      • Convert your Dataverse installation account away from your Institutional Log In
    • ORCID Log In
      • Create a Dataverse installation account using ORCID
      • Convert your Dataverse installation account to use ORCID for log in
      • Convert your Dataverse installation account away from ORCID for log in
    • Microsoft Azure AD, GitHub, and Google Log In
  • My Data
  • Notifications
  • API Token
    • What APIs Are and Why They Are Useful
    • How Your API Token Is Like a Password
    • How to Create Your API Token
    • How to Recreate Your API Token
    • Additional Information about API Tokens and Dataverse Software APIs
• Finding and Using Data
  • Finding Data
    • Basic Search
      • Sorting and Viewing Search Results
    • Advanced Search
    • Browsing a Dataverse Installation
    • Saved Search
  • Using Data
    • View Dataverse Collections + Datasets
    • View Files
    • File Search within Datasets
    • Tree View
    • Cite Data
    • Download Files
      • Tabular Data
      • Downloading via URL
      • Downloading a Dataverse File Package via URL
      • Downloading a Dataverse File Package via rsync
    • Explore Data
    • Exploratory Data Analysis Using Differentially Private Metadata (Experimental)
• Dataverse Collection Management
  • Create a New Dataverse Collection
  • Edit Dataverse Collection
    • General Information
    • Theme
    • Widgets
      • Dataverse Collection Search Box Widget
      • Dataverse Collection Listing Widget
      • Adding Widgets to an OpenScholar Website
    • Roles & Permissions
      • Setting Access Configurations
      • Assigning Roles to Users and Groups
    • Dataset Templates
    • Dataset Guestbooks
    • Featured Dataverse Collection
  • Dataset Linking
  • Dataverse Collection Linking
  • Publish Your Dataverse Collection
• Dataset + File Management
  • Supported Metadata
    • Supported Metadata Export Formats
  • Adding a New Dataset
    • Supported HTML Fields
  • File Upload
    • HTTP Upload
    • Dropbox Upload
    • rsync + SSH Upload
      • File Upload Script
    • Command-line DVUploader
      • Usage
    • Duplicate Files
  • File Handling
    • File Previews
    • Tabular Data Files
    • Research Code
    • Astronomy (FITS)
    • Compressed Files
    • Other File Types
  • Restricted Files
  • Edit Files
    • Edit File Metadata
    • Edit File Variable Metadata
    • File Path
    • File Tags
  • Replace Files
  • Terms
    • Choosing a License
      • License Selection and Professional Norms
    • Custom Terms of Use for Datasets
    • Restricted Files + Terms of Access
    • Creating and Depositing Differentially Private Metadata (Experimental)
    • Guestbook
  • Roles & Permissions
    • Dataset-Level
    • File-Level
  • Data Provenance
  • Thumbnails + Widgets
    • Thumbnails
    • Widgets
      • Dataset Widget
      • Dataset Citation Widget
      • Adding Widgets to an OpenScholar Website
  • Publish Dataset
  • Submit for Review
  • Private URL to Review Unpublished Dataset
  • Embargoes
  • Dataset Versions
    • Version Details
  • Dataset Metrics and Make Data Count
  • Cloud Storage + Computing
    • Cloud Computing
    • Cloud Storage Access
  • Dataset Deaccession
• Tabular Data File Ingest
  • Supported File Formats
  • Tabular Data, Representation, Storage and Ingest
    • What Happens During this “Ingest”?
    • Tabular Data and Metadata
      • Data vs. Metadata
      • Tabular Metadata in the Dataverse Software
  • SPSS
    • Supported Versions
    • Limitations
    • SPSS Control Cards - not supported
    • Support for Language Encodings in SPSS
  • Stata
  • R Data Format
    • Overview
    • Data Formatting Requirements
    • Data Types, compared to other supported formats (Stat, SPSS)
      • Integers, Doubles, Character strings
      • R Factors
      • Boolean values
      • Limitations of R, as compared to SPSS and STATA
    • Time values in R
  • Excel
    • Supported Formats
    • Limitations
    • Ingest Errors
    • Example Data
  • CSV/TSV
    • Ingest of Comma-Separated Values and Tab-Separated Values files as tabular data
    • Main formatting requirements
    • Limitations
    • Recognized data types and formatting
• Appendix
  • Metadata References