Dryad Cura)on Prac)ces August 2012 Dryad Package/File Structure DATA PACKAGE METADATA PUBLICATION/ ARTICLE DATA FILE METADATA DATA FILE METADATA BITSTREAM (DATA) BITSTREAM (DATA) BITSTREAM (README) Scholarly publicaHon/arHcle associated with Dryad data package, not stored in Dryad A Dryad data package is a conceptual and metadata object. It contains a summary descripHon of all the consHtuent data files and creates the link with the associated publicaHon. Each data file has a metadata descripHon and at least one bitstream (addiHonal bitstreams, such as readme files, are opHonal). Metadata pertaining to the publicaHon (citaHon, publicaHon date, arHcle DOI) is stored in the data package. Metadata pertaining to each file and its embargo period is stored in each file record. Important Cura)on Documents • CuraHon manuals – hTp://wiki.datadryad.org/CuraHon • [email protected] – NoHficaHons of new submissions, newly published arHcles, other assignments – Correspond with authors using this account, send as [email protected] • Curator office whiteboard – Google doc shared with dryadassistant google account – Includes login informaHon for Dryad user accounts, EZID, etc. • Submission tracking spreadsheet – Google doc shared with dryadassistant google account • Integrated journal metadata emails – Access via [email protected] • Templates for correspondence – hTp://wiki.datadryad.org/Templates_for_Correspondence Integrated and Non‐Integrated Journals • Non‐Integrated – No coordinaHon between journal and Dryad (no metadata emails, journal contact addresses for reporHng, etc.) • Integrated – Metadata emails send info ahead of submission – May use review workflow or only archive data a]er manuscript acceptance – May require ‘blackout’ of Dryad submission unHl arHcle publicaHon – Journal contacts are noHfied upon submission for review (if using review workflow), acceptance to blackout queue, approval/archiving, and weekly summary The original integrated workflow is represented to the right. Some journals now also use a review workflow with addiHonal steps or require the Dryad data package to remain hidden unHl a]er arHcle publicaHon (what we call “blackout”). Further integraHon details are available in the following presentaHon: hTp://wiki.datadryad.org/wg/ dryad/images/c/c6/ DryadIntegraHonOverview.pdf author prepare manuscript and related data files JOURNAL submit manuscript manuscript review DRYAD upload data editor accepted? no accepted? yes send article description Dryad data package send data identifier (DOI) curation data curator published article (with data citation) published data (with article citation) Image based on Lowry, R., E. Urban, and P. Pissierssens (2009), A New Approach to Data Publication in Ocean Sciences, Eos Trans. AGU, 90(50), doi:10.1029/2009EO500004. Basic Integrated Workflow (no review) Author submits manuscript to journal Journal reports accepted manuscript to Dryad; Dryad creates provisional record Journal invites author to submit data to Dryad & provides link to provisional record Author submits data to Dryad & receives DOI Dryad curator approves submission & sends DOI to author & journal Dryad publishes data files with link to ar)cle; Journal adds Dryad DOI to all forms of ar)cle Review Workflow • Journal sends manuscript informaHon to Dryad before manuscript acceptance and invites authors to upload data. • Dryad submission is routed to private review workspace, not main curaHon and publicaHon queue. Passkey link is sent to journal for editor/reviewer access to Dryad submission. • Author may conHnue to add files while submission is in review workspace. • Journal sends second metadata email to Dryad with manuscript acceptance noHficaHon, triggering any associated submission to move from review to curaHon. • Curator inspects and approves, queues, or rejects submission, as in basic workflow. Review Workflow Author submits manuscript to journal Journal reports manuscript under review to Dryad; Dryad creates provisional record Journal invites author to submit data to Dryad & provides link to provisional record Author submits data to Dryad, using link sent by journal to provisional record Dryad sends review passcode and DOI to author & journal Upon ar)cle acceptance, journal no)fies Dryad Dryad publishes data files with link to ar)cle; Journal adds Dryad DOI to all forms of ar)cle Naviga)on • NoHficaHons of new tasks go to [email protected] • Log in to Dryad site with [email protected] and [email protected], as appropriate – hTp://datadryad.org/password‐login • Dryad site le] sidebar: – My Submissions are submissions you have created – My Tasks are submissions you can act on as a curator – Workflow Overview provides a way to search for items before or a]er archiving, and to force changes in their status that aren’t always available in the interface Overview of New Submission Processing JOURNAL INTEGRATED NON‐INTEGRATED SETTINGS ARTICLE STATUS REVIEW? BLACKOUT? METADATA EMAIL? SPREADSHEET ENTRY? ARTICLE STATUS REVIEW FILES FILES APPROPRIATE APPROPRIATE NOT APPROPRIATE QUEUE NO BLACKOUT QUEUE FILES SETTINGS BLACKOUT APPROPRIATE PUBLISHED ACCEPTED ERROR PUBLISHED NOT PUBLISHED REJECT APPROVE NOT APPROPRIATE APPROVE REJECT FILES NOT APPROPRIATE REJECT NOT APPROPRIATE APPROPRIATE APPROVE REJECT Journal SeQngs • See JournalSubmissionTracking spreadsheet shared in google docs. • First tab (“Notes”) lists each integrated journal and its review and blackout sekngs. • Also search for duplicate submissions or notes in appropriate sheet. Ar)cle Status • If integrated submission, should be indicated in metadata email (not stated = accepted manuscript) • Look for arHcle DOI or volume informaHon in the submiTed metadata. • Google search and/or visit publisher website. Claiming Submissions 1. New submissions will be listed on the My Tasks page in the list labeled In Cura)on: Unclaimed 2. Choosing account with which to claim submission A. If item is going to be approved/rejected (publicaHon blackout is not required = integrated journal that does not require blackout OR any journal if the arHcle has been published) Claim with Dryad Assistant account B. If item is going to publicaHon blackout queue (integrated journals requiring publicaHon blackout OR non‐ integrated journals ahead of arHcle publicaHon) Claim with Dryad Queue account 3. Once claimed, submission will appear in In Cura)on: Claimed list on My Tasks page 4. Click Edit item(s) buTon (lower right when viewing the claimed submission) and open package and all files in tabs to inspect files and edit all metadata Inspec)ng Files • Check for technical problems, corrupt files, files that won’t open in expected so]ware, etc. • Files should contain something that looks like data, with a very broad definiHon of data (supplementary figures, mulHmedia, etc., are ok, the manuscript itself is not). • Look for copyright statements and licenses (not good). • Look for idenHfiable human subject data (err on the side of cauHon). • Look for duplicated files, data files uploaded in place of readme files, etc., and clean these up. Rejec)ng Submissions • The most common reasons for rejecHon are inappropriate files, submissions associated with integrated journals for which we have no metadata email, and integrated submissions that should have been directed to the review workspace but the author did not use the integrated process. A submission might also be rejected because a journal is out of scope, but always consult a senior curator before rejecHng for this reason. • When rejecHng a submission, you must enter a reason. This reason will be sent to the submiTer; it should be courteous and should explain clearly to them what the problem was and how they can fix it if they wish to resubmit. • See Templates for Correspondence wiki page for common rejecHon explanaHons. Edi)ng Metadata • • • • • REMEMBER: some metadata, such as author names, is repeated on the package and files and will need to be edited in both places. Scan over all metadata to see if it looks reasonable and idenHfy problems. Strip any formakng tags or mangled characters. InternaHonal or special characters can o]en be copied and pasted from metadata email or other source on the web. Check the journal name, especially for non‐integrated journals. It should match exactly the name already in use in the repository. If it’s a new journal, ask a senior curator about establishing a new name. Author names should be formaTed as – LastName, FirstName M. I. – remove any Htles, such as “PhD” • Data package Htle should be formaTed as • Add specialized keywords (geographic, temporal, scienHfic name), moving them from/to general subject keywords, as appropriate. ScienHfic names should be LaHn (common names go in dc:subject instead) and should be recognized by hTp:// eol.org/. Look for line breaks, especially in arHcle abstract and file descripHons and edit these fields as needed for clarity when the content is displayed without line breaks. Check for inappropriate embargoes (custom when we have no info from journal, unHlArHcleAppears when arHcle is out) and adjust as needed. If custom embargo, add embargo period (from journal) as dryad:curatorNote in file metadata. • • – Data from: ArHcle Htle in sentence case Approving/Archiving (no blackout) 1. Check for duplicates and notes in tracking spreadsheet, if you haven’t already done so. 2. Click Approve (will need to click twice if item is going through blackout first, based on sekngs). Email noHficaHon is sent automaHcally. 3. Visit Dryad homepage and find item in Recently Published list (if not there, look for it on My Tasks page or track down any error). 4. Check for duplicated package DOI and delete, if needed. If there is a duplicated package DOI the link from the homepage to the package won’t work, and you’ll need to manually modify the link to reach the package page. 5. Check that package DOI resolves correctly (may be a few minutes delay). Log in to EZID and check/fix, if needed. 6. Update submission tracking spreadsheet. Placing Submission in Publica)on Blackout Queue You should have already claimed the item with Dryad Queue account, inspected files, edited metadata, and checked for duplicate submissions at this point. 1. Register package DOI in EZID. Go to Create IDs ‐> Advanced in order to specify your DOI. Use hTp:// datadryad.org/publicaHonBlackout as the locaHon and leave all other descripHon blank. 2. Send acceptance email to submiTer (and journal contacts, if integrated journal). Template is saved as a dra] in dryadassistant gmail account. Journal contact emails should appear in package metadata and Dryad journal config file. 3. Add entry to submission tracking spreadsheet. 4. Leave task claimed in Dryad Queue account. Upda)ng Archived Items Once Ar)cle is Published You have made a match between a published arHcle and a Dryad data package that needs to be updated. 1. 2. 3. 4. Check author names, arHcle Htle, and arHcle abstract against published arHcle and update if needed. Edit package dc:date.issued to match earliest (online) publicaHon date of arHcle (format as YYYY‐MM‐DD) Add arHcle DOI to package dc:relaHon.isreferencedby (format as doi:####) Add arHcle citaHon to package dc:idenHfier.citaHon or updated exisHng citaHon (if advance access online arHcle now print citaHon). Format as: or 5. 6. 7. LastName F, LastName FM (YYYY) ArHcle Htle in sentence case. Journal Name Vol(Num): page‐page. LastName F, LastName FM (YYYY) ArHcle Htle in sentence case. Journal Name, online in advance of print. Li] embargoes or set embargo end dates for each file, as appropriate. Go to the Item Embargo pane in Edit Item to work with embargoes. Visit public view of package page (leave Edit Item) and verify arHcle citaHon, resolvable arHcle DOI, and updated embargoes. Update submission tracking spreadsheet. Approving Submission out of Publica)on Blackout 1. Update metadata as described in Upda)ng Archived Items Once Ar)cle is Published. Because this submission isn’t archived yet, dates won’t have been added to the metadata by the system, so you will add the arHcle publicaHon date to package as dc:date.issued, instead of ediHng an exisiHng value. 2. Click Approve. Find item in PublicaHon Blackout list on My Tasks page. Claim the task and click Approve again. 3. Visit Dryad homepage and find item in Recently Published list (if not there, look for it on My Tasks page or track down any error). 4. Check for duplicated package DOI and delete, if needed. If there is a duplicated package DOI the link from the homepage to the package won’t work, and you’ll need to manually modify the link to reach the package page. 5. Update package DOI in EZID (use Lookup funcHon) and change locaHon to point to public item URL. 6. Update file embargoes (li] or set end date, appropriate). Go to the Item Embargo pane in Edit Item for each file to work with embargoes. 7. Update submission tracking spreadsheet. PACKAGE METADATA GUIDE Authors dc:contributor.author repeatable required LastName, FirstName M. Corresponding author not repeatable required LastName, FirstName M. Spatial coverage dc:contributor.correspo ndingAuthor dc:coverage.spatial repeatable optional place names, geographic coordinates, etc Temporal coverage dc:coverage.temporal repeatable optional intended for geologic timespans, but years and other values are accepted Approval timestamp dc:date.accessioned not repeatable required system-generated upon submission approval Approval timestamp dc:date.available not repeatable required system-generated upon submission approval Article publication date dc:date.issued not repeatable required Data package DOI dc:identifier not repeatable required system-generated to match approval date, later edited by curator to article publication doi:10.5061/dryad.#### Article citation dc:identifier.citation not repeatable optional modified PLoS citation style Journalʼs manuscript ID Data package handle dc:identifier.manuscript Number dc:identifier.uri not repeatable optional only for integrated submissions not repeatable required Abstract dc:description not repeatable optional http://hdl.handle.net/10255/dryad.####, system-generated upon submission approval article abstract Component data file DOIs Article volume, issue, year Article DOI dc:relation.haspart repeatable required doi:10.5061/dryad.####/1, doi:10.5061/dryad.####/2, etc not repeatable optional only present if entered by depositor during submission not repeatable optional doi:#### Keywords dc:relation.ispartofseri es dc:relation.isreference dby dc:subject repeatable optional Data package title dc:title not repeatable required Data from: Article title Record type dc:type not repeatable required system-generated, now set to “Article” Curator note dryad.curatorNote repeatable optional rarely used Scientific names dwc:ScientificName repeatable optional Latin taxon names Journal name prism:publicationName not repeatable required use authorized form of name only FILE METADATA GUIDE Authors dc:contributor.author repeatable required LastName, FirstName M. Spatial coverage dc:coverage.spatial repeatable optional place names, geographic coordinates, etc Temporal coverage dc:coverage.temporal repeatable optional intended for geologic timespans, but years and other values are accepted Approval timestamp dc:date.accessioned not repeatable required system-generated upon submission approval Bitstream availability timestamp Approval date dc:date.available not repeatable required dc:date.issued not repeatable required system-generated upon availability of bitstreams for download (will not appear if file is embargoed) system-generated upon submission approval Data file DOI dc:identifier not repeatable required doi:10.5061/dryad.####/# Data file handle dc:identifier.uri not repeatable required File description dc:description not repeatable optional http://hdl.handle.net/10255/dryad.####, system-generated upon submission approval brief file description entered by depositor Associated data package DOI Rights information dc:relation.ispartof not repeatable required doi:10.5061/dryad.#### dc:rights.uri not repeatable required CC0 URI for all items except a few legacy items under Original License Keywords dc:subject repeatable optional Data file title dc:title not repeatable required Record type dc:type not repeatable required system-generated, now set to “Dataset” Curator note dryad.curatorNote repeatable optional rarely used, mostly to specify custom embargo dates Scientific names dwc:ScientificName repeatable optional Latin taxon names Embargo end date dc:date.embargoedUntil not repeatable optional Embargo type dc:type.embargo not repeatable required YYYY-MM-DD, will have value 9999-01-01 for embargoed items when the article has not yet been published then edited by curator to real date, not present for items that were never embargoed or after embargo has been lifted (see dc:date.available for embargo lifting timestamp) controlled list of values: none, untilArticleAppears, oneyear, custom
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