Archive 1.x:OSF-Drupal Tools Instructions

You can find step-by-step instructions and other helpful materials for working with the various OSF-Drupal tools on these pages.

General Tools Overview
Most read-only activities with regard to datasets and their records are available to all users (though these permissions are highly configurable). Standard activities open to all users include:


 * Search
 * Browse
 * Individual record inspection
 * Viewing the listing of Datasets.

Simply pick the appropriate tool from the Tools listing section to invoke these functions.

For additional functionality, you must both have the appropriate permission rights to a specific dataset and to have joined that dataset group.

Joining a Dataset
Creation, updating or deletion rights generally require you to be:


 * 1) Logged in as a registered user
 * 2) Have appropriate permissions for a given dataset, and
 * 3) Have registered yourself with that dataset.

Generally, permissions are more restrictive for datasets than they are for instance records. For example, the most restricted function is generally deleting a full dataset.

Assuming that you are a registered user and have logged in, you register yourself ("join") a specific dataset by:


 * Pick the Datasets tool
 * Scroll to the bottom of the listing and then Join a new dataset
 * Then, pick the Join link for your desired datasets.

You can then pick the Datasets tool again to see the dataset-level permissions you now have for your registered datasets. See more under the Datasets instructions.

Individual Tools Instructions

 * Search
 * Browse
 * View Record
 * Create Record
 * Update Record
 * Delete Record
 * Datasets
 * Import
 * Export
 * Settings
 * Tips & Tricks