File View, Edit, and Download

View a Work

• Log in using the ‘Login’ at the top right of the page
• click on "View Works"
• select the Work you wish to view
• click the title or thumbnail of the file you wish to view
  • Check under ‘Metadata’ to see that all metadata fields have populated
  • Click on all 'Citations' links (EndNote, Zotero, Mendeley) to confirm they are working
    • Endnote will download a file
    • Zotero and Mendeley will return a SS page with info about embedded metadata
  • Click all hyperlinks on page to confirm they work
  • Click on all share links (Facebook, Twitter, etc.)

Edit a Work

Editing Metadata

• Assuming you are viewing the work you wish to edit, otherwise view that work using the steps above
• click on the edit button which will be visible if you have edit permissions just under the thumbnail
  • you can also Click ‘edit work’ from the ‘Select an Action’ drop menu
• Add info to empty fields in Descriptions
• Make sure that the Subject field autocompletes
• Make sure that the Language field autocompletes
• Make sure that the Location field autocompletes
• click save
  • Go back to browse view (click breadcrumb) and verify entries

Uploading a new Version

• On a work show page
• In the Items listing click select the “Versions’ option from the dropdown
• Choose a file (it can really be any file)
• Click open
  • you should see the file name beside the choose file button
• Click "upload new version"
  • At the top of the page you will see confirmation of the upload reading: The file filename has been updated.
• Double check user activity by clicking your name at the top right and selecting "View Profile'
  • Select ‘Activity’ tab to see if it matches activity
• Special Note - Make sure to wait a bit or press ctrl and the refresh button OR command-r

Reverting to Original

• On a work show page
• In the Items listing click select the “Versions’ option from the dropdown
• Use the radio button beside the version to select it
• click Save version
  • You should see 'The file <title> has been updated.'
  • Make sure to refresh the browser to see the change

Editing Permissions

• In ‘Edit File’ select the 'Permissions' tab
• Switch visibility from Open Access to Penn State or Private
• Open new browser but do not log in and confirm file cannot be seen
• Login with the new browser and confirm file exists in latest activity
• Logout and make sure file does not exist in activity
• Set file back to Open Access and reload browser to confirm file appears

Download a file (ScholarSphere 3.0)

• Login using the 'login' menu at the top right of the page
• Click on 'View Works'
• Select the work you wish to operate on via either:
  • Clicking the work's thumbnail
  • Clicking the work's title
  • Clicking 'Select an action' next to the particular item
  • Checking the box next to the particular item, then clicking 'Edit Selected'
• Download the work's thumbnail image by clicking the 'Download image' button under the thumbnail on the right side.
• Download one of the work's files via within the file-set, either:
  • Clicking the file's thumbnail image or title (loads the file's page) then clicking the 'Download image' button
  • Clicking 'Select an action' drop down menu for the particular file, then selecting 'Download'

Known Issues

• https://github.com/psu-stewardship/scholarsphere/issues/197
• https://github.com/psu-stewardship/scholarsphere/issues/885
• https://github.com/psu-stewardship/scholarsphere/issues/892
• https://github.com/psu-stewardship/scholarsphere/issues/238

Last Tested

Enter the date, your name, release number, and the server you're testing.

• 06/28/2017 - Adam Wead - 3.0.4 (stage)
• 07/17/2017 - Carolyn Cole - 3.0.5 (qa)

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