Administration
This section describes administration options available in the RSD.
To be able to log in as an RSD administrator, you first need to grant an existing user admin privileges in the database. See Log in as rsd administrator in the getting started section.
Public pages
Here you can define custom public pages for you RSD instance. The links to custom public pages are shown in the footer of the RSD.
- The title is used as link label
- The slug is used as link
- The content of the page is in Markdown
- The page position can be changed using drag-drop handle (see animation below)
You need to activate "Publish" switch and reload the page in order to see changes in the page footer.
Software highlights
The software overview page design has a highlights section. This section is shown only when software highlights are set by an RSD admin.
In addition to the carousel, which is shown on the software overview page, but is not suitable for showing a large number of items, we offer a separate "All Highlights" page. This page can be accessed using the "Browse all Highlights" button, shown underneath the carousel.
You can customise the software highlights section in the settings.json
by changing the values in the optional property software_highlights
.
title
value is shown in the admin section, as carousel title and as a title of all highlights page.limit
defines a maximum number of items to include in the carousel.description
is used on the all highlights page.
{
"host": {
"software_highlights": {
"title": "Software Highlights",
"limit": 5,
"description": "Descriptive text below page headline."
}
}
}
ORCID users
This section shows the list of ORCIDs that are allowed to log in to the RSD. Because anyone can create an ORCID account, we decided to limit access only to ORCID users that are approved by an RSD administrator.
In order to be able to log in with ORCID credentials, the ORCID authentication provider needs to be enabled and the ORCID of that user need to be added to this list.
You can add, search and delete ORCIDs from the RSD. Use the bulk import button to add up to 50 ORCID users to the RSD at once.
RSD users
This section shows all RSD users who logged in to RSD at least once. You can search for users, assign the administrator role (rsd_admin
) or delete user accounts.
- Removing account will remove all its maintainer roles.
- You cannot delete account you are currently using.
RSD contributors
The page shows the list of all contributors and team members. You can search by name, email or ORCID. You can change the values in the table by clicking on the value. The values are automatically saved after you navigate out of the edit box. The link in the last column will open the software or project item where this contributor/team member is used.
Organisations
This page allows management of all organisations added to RSD. RSD users can add new organisation on the software or project pages. We use ROR database to retrieve additional information about the organisation.
Add organisation
Use the search box to find organisations in the ROR database. This is the preferred approach. If the organisation cannot be found in ROR database, you will see the "Add..." option, and you will be able to add basic organisation information manually.
Define organisation primary maintainer
The primary maintainer of an organisation is defined by an RSD administrator. You need to provide the user ID in the general settings section. The user ID is unique, and it is automatically created by RSD after a user is logged in for the first time.
Only the organisation's primary maintainer or RSD administrator can create research units of an organisation.
Delete organisation
To delete organisation use delete button.
You can delete organisation only if there are no software and project items associated with it.
Edit organisation
Administrators can edit all properties of an organisation that organisation maintainers can edit, for these settings please navigate to maintaining the organisation section.
Additionally to organisation maintainers, administrators can edit the following properties of an organisation:
- Official member: whether the organisation is an official organisation.
- RSD path: the
<PATH>
under which the organisation is accessible in the RSD (/organisations/<PATH>
). - Primary maintainer: primary maintainer of an organisation.
- Parent organisation: if the organisation belongs to another organisation, add the ID of the parent organisation here. The organisation ID is displayed in the Admin section of the respective organisation.
Note that changing the parent organisation will also affect the path under which the organisation is accessible. The path is determined by the organisation hierarchy, e.g. /organisations/parent-organisation/child-organisation
.
The settings are visible in the Admin section under the General settings tab of the organisation settings:
Communities
Administrators can create and edit all properties of the community. The communities enable grouping of software entries by specific functionality or research discipline. One software entry can be part of multiple communities.
Only RSD administrators can create communities.
Add community
To create new community use "Add" button. Provide a name, short description and logo in the modal.
Edit community
Use "edit" button to open all community settings. You will be forwarded to community settings page.
Delete community
Use "delete" button to delete a community. If "delete" button is disabled you will need to remove "related" items first.
To enable delete button:
- remove the community from all software (accepted, pending and rejected) requests
- remove all keywords in community settings
Keywords
RSD comes with a predefined list of keywords. You can change the list by adding new keywords or deleting the existing entries.
You can delete the keyword only when it is not used in any software or project.
Categories
Software could be classified by assigning one or more categories. Categories are organised in a hierarchical structure (tree).
The following terms are used: A category is a leaf in the category tree. A parent category is a tree node with sub-categories. A top-level category is a tree node with no parent. A list of categories nodes traversing the category tree from a top-level category down to a category is the category path of this category.
Global categories can be managed from the admin page. One can also add categories directly in the database; to get an idea how to populate the categories
table using SQL statements, see database/999-add-categories.sql.example
.
Categories of different levels could have different properties. The column properties
holds a JSON object to flexibly define properties of a category:
icon
: optional; see also issue #975. Icons are shown to the end user.is_highlight
: set totrue
to define a highlighted top-level category. These categories are displayed in a separate block on the software page and in a tabular view. Withtree_level_lables: string[]
you could add column headers to this table. For the software maintainer the category headline could have an optionalsubtitle
and an optionaldescription
text will be shown on the right side in the help box.
For supporting category terms from controlled vocabularies (semantic web)
fill the provenance_iri
column. Further read Linked Data and SKOS.
Mentions
In this section, admins can search for mentions and edit them. If you enter a DOI or UUID, we search on that field only. Otherwise, we search on title, authors, journal, URL, note and external ID (like an OpenAlex ID).
Edit mentions with care: they might be referenced to in multiple places. If you want to fully change a mention attached to e.g. a software page, you should delete it there and create a new one instead of editing it.
Error logs
This section shows any errors originating from the background processes like data scrapers. Provided information should be understandable to rsd administrators in the most cases. The error object contains error response. The stacktrace is convenient for the programmers. The link will navigate you to the software or the project that triggers the error.
Announcement
This section is used to show public announcements to all users of the RSD. It is generally meant to announce the RSD maintenance moment.
Software
Slug
When editing a software page, the slug of the page (called RSD path) can be changed by admins under the Description tab.
Disable Git harvesting
If you want to disable the harvesting of a Git repo, you can do so by providing a reason under the Links & metadata tab. Page maintainers will be able to see if and why the harvesting is disabled under the Background services tab.
Disable package manager harvesting
If you want to disable the harvesting of a package manager, you can do so by providing a reason under the Package managers tab. Page maintainers will be able to see if and why the harvesting is disabled under the Background services tab.
Project
Slug
When editing a project page, the slug of the page (called RSD path) can be changed by admins under the Project details tab.
News
RSD administrators are able to create news items. The additional option "Add news" will appear in the "+" menu at the top right of the page header.
Add news item
Using the "Add news" option in the "+" menu will open add news item page where you can provide the publication date and title.
- The news item url (slug) is generated using publication date and title.
- In case the slug is already taken the warning will appear below the url. You can manually change the url part created from the title or change the publication date if possible.
Edit news item
After news item is created you will be redirected to edit news item page. Here you can add the summary and the body of the news item. You can import the images you want to use in the news article. When you are satisfied with the news item content use switch "Published" to publish the article.
- Summary is used in the latest news section of the homepage and in the news card on the news overview.
- Publication date is shown in the header of the news title. It can be changed at any time. Note that changing the publication title also changes public url of the news item.
- First uploaded image is used in the news card.
- Using "Copy link" button you can copy the Markdown syntax to the clipboard and the paste the link at the desired location of the body.
- Using "Delete" button will delete the image and the Markdown link syntax from the news body.
Latest news
The latest news selection is shown on the homepage after "Our Goals" section. It consists of the 3 most recent items, based on the publication date, and "More news" button that links to the news overview page.
If there are no published news items the "Latest news" section is omitted from the homepage.