Cardinal Scholar Help

Browsing

Searching

Text Search Fields

Lists of Values

Years

Yes/No Fields

Registering

Depositing Items

• Your User Record
• Your Workspace

Depositing Process

• Item Type
• Bibliographic Information
• Subject Categories
• Succession/Commentary
• Bibliographic Information
• Subject Categories
• Deposit Verification

Browsing

Browsing is a good way to access documents if you don't have a specific idea of what you're looking for. There are five ways to browse the repository, by division, creator, title, subject, and date.

To browse the repository either select Browse from the left-hand navigation pane. Then choose which property you wish to browse by eg. "subject".

You will be presented with a list of possible values, select one, and you will be given a list of references to documents in the repository which match this value. To access an item, simply click on its reference in the display.

On the abstract page, you should be able to see what subjects are pertinent to the current document. Clicking on one of those subjects will take you back to the relevant browse by subject view.

Searching

The repository offers two levels of searching, simple and advanced. They are similar, but the advanced form lets you perform a finer-grained search using more fields. Access the simple search using the Search Repository link on the front page, or using the simple search box in the left-hand navigation pane.

Text Search Fields

These are used to search fields like abstract or author. These are the fields where there is a text entry area, and a popup menu just to the right of it. Type your search terms into the box. You can decide how the system will use your search terms by selecting one of the options from the popup menu just to the right of the input box.

Match all.

The system will search for records in which any of the title, abstract or keywords fields contain all the terms in the query.

Match any.

The system will search for any record with any of the terms in the query in any of the title, abstract, or keywords fields.

Lists of Values

With these you can select one or more values from a list of values for the system to search for. If no value in the list is selected, the system will ignore this field (i.e. it will retrieve records with any value of this field.)

In cases where each individual record may have more than one value attached to the list, you can also change search behavior by selecting "Any of these" or "All of these" from the popup menu on the right of the list.

Any of these.

If this is selected, any record which has any of the values you select will be retrieved.

All of these.

If you select this option, a record must have all the values you choose associated with it to be retrieved.

Years

When you are searching a year field, you can specify a single year or range of years that you're interested in:

Yes/No Fields

Some fields can have the value yes or no, for example the "Refereed" field. In this case, the search field lets you specify whether you want retrieved records to have the value yes or no for this field, or whether you have no preference, in which case the field isn't used to find records.

Registering

You must register with Cardinal Scholar in order to begin depositing your work. To begin the registration process click on the "Create Account" link, just above the Search box on the Cardinal Scholar home page. When you register with the system, you will provide your username, email address and a password (do not use the same password as your Ball State University password). The password must be confirmed. After you click the register button, the system will email you a confirmation URL to visit to enable the password.

Depositing Items

Once you've correctly filled out your user record and logged in, you may begin depositing items. On the Manage Deposits page (unavailable until after registration) you will see buttons for depositing a new item and for importing items. Most users will be using the new item option. Those wishing to import items may wish to contact lits@bsu.edu to request advice and/or support. Once you have deposited items, additional options will be available when you click on the listed items on the manage deposits screen. Please see our help page for information about additional options and features of the system.

Your User Record

Your user record is used to hold contact information about you. Some of this information will be associated with eprints you upload; some of it is purely for internal repository use. General information like your name, URL, address and e-mail address are public, so it's inadvisable to put down a home address. (Usually a postal address isn't required.) Information about your operating system is purely to help the repository administrators help you if you encounter problems.

Your Workspace

If you start uploading an item, you can decide that you wish to wait until later before completing the upload, and you can start on another item. Items that you are in the process of uploading are in your workspace.

If your workspace is empty, which will be the case when you first visit the page, you will see a button "New Item". Click this button to deposit your first item.

If there are items in your workspace, you will be able to click on those items to view descriptive information about and to perfom actions on those items. The title of each item you are uploading will be shown in the list, or its ID if you haven't yet given it a title. The option tabs that you will see after clicking on the item are described below:

Details

Shows the item ID and the status of the item.

Summary

Shows the descriptive information (metadata) associated with the item.

Actions

Provides a menu that allows you to take the following actions:

• New Version (submit an edited version of the item)
• Use as Template (use the descriptive information for this file as a template for another submission)
• Edit Item (edit its descriptive information)
• Destroy Item or request removal (dependent upon its deposit status)

Export

Allows you to export to multiple formats including METS, MODS, Endnote, and Refworks, etc.

History

Shows the version history of the item and the actions taken upon it.

The Depositing Process

The depositing process is divided into a number of stages. You can move between these stages by using the "Back" and "Next" buttons at the bottom of each screen. This should be familiar to those accustomed to using the "wizard" style of interface popular on many modern operating systems.

Don't worry about losing information you've entered when you press the "Back" button on a form: The system will store everything you've entered when you press it. However, you should not use your browser's "Back" button when you are depositing items.

Each stage of the process is described in the following sections.

Item Type

In this screen, you should select the one option on the list that best described your item, for example "Article" or "Book Section". The option you choose here will affect what bibliographic information about your deposit the system will collect in later stages.

Then click on the "Next" button.

Succession/Commentary

The repository can link together different versions of the same item. If the item you are depositing is a later version of a paper you previously deposited in the repository, click on the document on the manage deposits page, then click on the actions tab, and click on New version. This will allow you to create a copy of the object, which you may edit to suit your need (e.g. change descriptive data or attach an edited version of the paper file).

Note that you cannot deposit a later version of a paper that has been submitted by someone else.

Bibliographic Information

Next you will be asked to enter bibliographic information about your paper. The exact details that are required will vary depending on the deposit type you selected in the first stage.

To the left of each input field is the field name. If the field name has a star, the field must be filled out before the paper can be deposited; other fields are optional.

The following are the types of input field you may see:

Text boxes.

Fairly straightforward. Just type the relevant information in, or copy and paste direct from your document.

Popup menus.

Select the most appropriate option from the popup menu.

Checkboxes.

Used to indicate a yes or no value.

Lists.

Select one or more appropriate options from the list.

Page ranges.

Type the first page in the range into the box on the left, and the last page in the box on the right. If the range consists of a single page, just enter the page number into the left-hand box, and leave the right-hand box empty.

Names.

You can enter given name and family name. Sometimes you can enter a list of names. In these cases, you can add more boxes for names by clicking on the "More input rows" button below the fields. Note that empty boxes are ignored.

To remove names from a list just remove the name from the relevant boxes and leave it empty. Don't worry about leaving a blank box in the middle of the list; the system will "bunch up" the list.

Subject Categories

In the subject categories stage, you should select the subject or subjects from the list that best represent the content of your paper. Please try and be as accurate as possible here, and please don't just select lots of categories if you're unsure, just pick the categories you are sure of.

Deposit Verification

This page will display the abstract page for your document as it will appear in the repository. You should carefully check that all information has been uploaded correctly. Note that your paper will not appear in the "available versions" or "commentary/response" lists at the bottom of the page; this is normal.

You should also check that the document files have been uploaded correctly, including any associated figures and links. If you spot a mistake, you can use forms' "back" buttons (not the browser's "Back" button) to cycle back through the depositing process and fix any mistakes.

If you're satisfied that everything is correct and has been uploaded correctly, and have read, understood and complied with the deposit agreement that pertains to you, click on the "Deposit" button to deposit your paper in the repository. It will then be put in the editorial buffer.

After you have clicked on the "deposit item now" button, the item will be moved to an editorial buffer. You must then take the next step to make the item available in Cardinal Scholar immediately, and you are encouraged to do so.

To make the item available, click on the "Actions" tab that appears on the page that is served after you have pressed the deposit item now button. You will be given an option to make the item available in the repository, to do so, click on the "Move to Repository" button.