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researcher.qmd
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# Researcher
Guides for researchers and those posting datasets to the catalog.
## Posting a Dataset {.unnumbered}
There are two ways to access the __Add Dataset__ button:
- Click on the __Datasets__ tab at the top of the screen
- Click on the __Organizations__ tab at the top of the screen and select the organization you want to add a dataset to:
- Choose __ACEP Open Data__ if you are posting your own data or data that ACEP owns.
- Choose __ACEP Internal Use__ if you are posting a useful dataset that ACEP does not own.
1. Click on the __Add Dataset__ button above the search bar.
2. On the first page, fill out the metadata fields for your dataset.
- For examples and more information about the metadata fields, see the [Metadata Walkthrough](metadata.qmd).
- Double check the organization field.
- Choose __ACEP Open Data__ if you are posting your own data or data that ACEP owns.
- Choose __ACEP Internal Use__ if you are posting a useful dataset that ACEP does not own.
- If you are a researcher, your dataset's visibility will automatically be set to private. An admin will review your dataset and make it public.
3. Once you have completed the metadata fields, click the __Next: Add Data__ button at the bottom of the form.
4. On the next page, add the data resources to your dataset.
- Some CSV files (maximum ~100-200MB) can be uploaded directly to the catalog
- Alternatively, enter a link to where the data is stored, such as a GitHub repository or Google Drive.
5. If you have more resources to add, click the __Save & add another__ button at the bottom of the form. Otherwise click __Finish__ to post your dataset.
## Tagging a Dataset {.unnumbered}
TBD
## Editing/Deleting a Dataset {.unnumbered}
1. Navigate to the dataset page and click on the __Manage__ button in the upper right.
2. This displays the __Edit metadata__ page where you can change the metadata of the dataset. After making changes, click the __Update Dataset__ button at the bottom of the form.
- To delete the dataset, click the __Delete__ button at the bottom of the form.
> NOTE: Deleting a dataset does not remove it completely from the database. The url of the deleted dataset will not be able to be reused until it has been purged by a sysadmin.
3. To edit the resources or add more resources, click on the __Resources__ tab.
- To delete a resource, select it from the list and then click the __Delete__ button at the bottom of the page.
## Adding a Dataset to a Group {.unnumbered}
1. Navigate to the dataset page and click on the __Groups__ tab.
2. Select a group from the dropdown menu and click the __Add to group__ button.
3. To remove the dataset from a group, hover your cursor over the group and click the __Remove__ button.
## Creating a New Group {.unnumbered}
Groups are a good way to group together datasets that are connected. You may want to create groups for common research themes, funding organizations, or projects.
1. Click on the __Groups__ tab at the top of the screen.
2. Click the __Add Group__ button.
3. Enter the information for the group. Find a logo or simple image to upload to represent the group.
4. Once you have entered the information, click the __Create Group__ button at the bottom of the form.