Stream: docs

Topic: Quickstart Guide 'Publish a Dataset'


view this post on Zulip Dieuwertje Bloemen (Jul 16 2025 at 10:11):

A first draft of a quickstart guide as discussed in the last doc meeting. We'll discuss on Friday. Maybe adding mor visuals could help? Or make it more of a flowchart style? For now I just tried to capture the necessary text as short as possible.

view this post on Zulip Oliver Bertuch (Jul 16 2025 at 10:28):

Idea: it's fairly easy to create SVGs with clickable elements. If we need a "map" to guide people through things, that's entirely possible.

view this post on Zulip Oliver Bertuch (Jul 16 2025 at 10:35):

Here's a site with some simple examples: https://flourish.studio/blog/interactive-svg-template/ Just one tiny change: don't use Illustrator or Figma, but Inkscape :wink:

view this post on Zulip Philip Durbin πŸš€ (Jul 16 2025 at 11:01):

Mmm, Inkscape :yum:

view this post on Zulip Philip Durbin πŸš€ (Jul 16 2025 at 11:05):

@Dieuwertje Bloemen I love the draft (thanks for working on it!) but my mind already races to "What about THIS? What about THAT?" :sweat_smile:

view this post on Zulip Philip Durbin πŸš€ (Jul 16 2025 at 11:06):

In particular, do we want depositors to think about which collection they are depositing into? :thinking:

view this post on Zulip Philip Durbin πŸš€ (Jul 16 2025 at 15:55):

I just added a suggestion to the draft doc: "Navigate to a collection where you can create dataset"

view this post on Zulip Omer M Fahim (Jul 16 2025 at 18:03):

also created a quickstart guide folder https://drive.google.com/drive/folders/1QXZxeLiBeWnjn11ZaG0AuUpv4xlRMIQd

view this post on Zulip Vaida PlankytΔ— 🎨 (Jul 18 2025 at 11:24):

@Oliver Bertuch i've been looking to try https://graphite.rs/ as an alternative to Illustrator, though it seems Inkscape is looking a lot slicker UI-wise since last time I tried... :D

view this post on Zulip Dieuwertje Bloemen (Jul 18 2025 at 13:53):

Philip Durbin πŸš€ said:

Dieuwertje Bloemen I love the draft (thanks for working on it!) but my mind already races to "What about THIS? What about THAT?" :sweat_smile:

I think for the 'what about' stuff, we should just link to the relevant more detailed pages. I agree that the collection step should be added, but as an optional one at the start.

view this post on Zulip Philip Durbin πŸš€ (Jul 18 2025 at 15:00):

I just created a pull request: #11653

A new Quickstart Guide! Woo! :tada:

You can preview the "publish a dataset" page here: https://dataverse-guide--11653.org.readthedocs.build/en/11653/quickstart/publish.html https://dataverse-guide--11653.org.readthedocs.build/en/11653/quickstart/publish-a-dataset.html

view this post on Zulip Philip Durbin πŸš€ (Jul 18 2025 at 15:02):

Thanks again to @Dieuwertje Bloemen for the initial content!

view this post on Zulip Philip Durbin πŸš€ (Jul 18 2025 at 15:04):

On the Google Group, should we ask people to check it out and give feedback?

view this post on Zulip Dieuwertje Bloemen (Jul 18 2025 at 15:05):

yeah, getting some community feedback might be nice

view this post on Zulip Philip Durbin πŸš€ (Jul 18 2025 at 15:06):

@Dieuwertje Bloemen do you want to do the honors? Maybe next week, when people are fresh? :smile:

view this post on Zulip Dieuwertje Bloemen (Jul 18 2025 at 15:06):

yeah, sure I'll put it on my to do list for next week :wink:

view this post on Zulip Dieuwertje Bloemen (Jul 22 2025 at 12:37):

It's now in the google group: https://groups.google.com/g/dataverse-community/c/TXOEFv9-0kY

view this post on Zulip Philip Durbin πŸš€ (Jul 22 2025 at 13:07):

Looks great! Thanks!

view this post on Zulip Philip Durbin πŸš€ (Jul 22 2025 at 14:14):

Also, I should mention that people can watch the video of our discussion of this quickstart guide, if they like. Or just skim the notes. Or join the next call (#docs > doc group meeting or the docs wg website) !

view this post on Zulip Oliver Bertuch (Jul 22 2025 at 14:15):

Or all of the above :smile_cat:

view this post on Zulip Philip Durbin πŸš€ (Jul 22 2025 at 14:15):

Ha, yes :smile:

view this post on Zulip Philip Durbin πŸš€ (Jul 25 2025 at 18:40):

On little thing about introducing a new guide BEFORE the User Guide is that we have a good amount of logic baked into Dataverse that directs users to the User Guide.

For example, the welcome notification says, "Check out the User Guide" (with a link).

Same with the navbar of Dataverse. To the left of the "Support" link there's a link to the User Guide.

We can probably address this by advertising the Quickstart Guide at the top of the index page for the User Guide, in case people don't notice from the sidebar that there's a Quickstart Guide.

view this post on Zulip Philip Durbin πŸš€ (Jul 31 2025 at 13:33):

Our PR came up during sprint planning yesterday:

add Quickstart Guide and first section: Publish a Dataset #11653

We have sprint planning every two weeks. We go through items on our project board (https://github.com/orgs/IQSS/projects/34) and resize them as necessary. That is, if we feel like more or less effort is required for the upcoming sprint, we change the "size" label.

For this pull request, we decided to leave it alone until the docs group has had a chance to meet again.

Alternatively, we could decide what to do with it here. Merge it? Keep iterating on it? What do YOU think? :smile:

As a reminder, you can preview the new quickstart here: https://dataverse-guide--11653.org.readthedocs.build/en/11653/quickstart/publish-a-dataset.html

view this post on Zulip Philip Durbin πŸš€ (Aug 01 2025 at 15:24):

I just sent out the community news and reminded the community that we'd love some feedback on the "publish a dataset" quickstart.

view this post on Zulip Dieuwertje Bloemen (Aug 04 2025 at 13:57):

I would wait to merge until I've added in the link, and maybe see what other quickstart guides to add on initial 'launch' of the quickstart guides. I'll see how quickly I can whip up a 'Create a collection' quickstart guide, as it'll likely be quite similar in structure. Hopefully I'll get around to adding the links and creating the collection guide somewhere before the next meeting :face_with_monocle:

view this post on Zulip Dieuwertje Bloemen (Aug 04 2025 at 13:58):

Philip Durbin πŸš€ said:

On little thing about introducing a new guide BEFORE the User Guide is that we have a good amount of logic baked into Dataverse that directs users to the User Guide.

For example, the welcome notification says, "Check out the User Guide" (with a link).

Same with the navbar of Dataverse. To the left of the "Support" link there's a link to the User Guide.

We can probably address this by advertising the Quickstart Guide at the top of the index page for the User Guide, in case people don't notice from the sidebar that there's a Quickstart Guide.

I don't see a problem with them maybe not being the first item in the menu, if they're findable via big buttons in the user guide, which is the first item... (mock-up coming soon of the buttons idea)

view this post on Zulip Philip Durbin πŸš€ (Aug 04 2025 at 14:01):

Right, the big buttons will help a lot!

view this post on Zulip Philip Durbin πŸš€ (Aug 05 2025 at 14:54):

Shoot! I clicked the wrong link during the community call! Here's the right one: https://dataverse-guide--11653.org.readthedocs.build/en/11653/quickstart/publish-a-dataset.html

view this post on Zulip Dieuwertje Bloemen (Aug 13 2025 at 09:08):

I added in the links to related/relevant pages in the google doc (I tried to figure out how to add it in GitHub in the pull request, but couldn't get it to work, so I did it like this. I'll also make a mock-up for the buttons we talked about adding at the top of the user guide because the user guide will remain the landing page for most users. It's in a new google doc. Not sure if those are the quickstart guides to have there. But they seemed logical to me. I'll start on a first draft of the other two this week.

view this post on Zulip Dieuwertje Bloemen (Aug 13 2025 at 09:41):

First draft for a quickstart guide to publish a collection in its own google doc.

view this post on Zulip Philip Durbin πŸš€ (Aug 13 2025 at 11:40):

Great stuff! Thanks, @Dieuwertje Bloemen! :dataverse_woman:

view this post on Zulip Philip Durbin πŸš€ (Aug 15 2025 at 20:04):

I just flipped #11653 to draft and updated the description to say it'll stay that way until we finish the stuff we talked about today.

view this post on Zulip Omer M Fahim (Aug 18 2025 at 13:30):

meeting recording has been added to the rolling docs (8/15): https://docs.google.com/document/d/1dX8ktajVsRDk-MDF-yHWV0f4vIe8U3DWrSzIerVGlF8/edit?tab=t.0

view this post on Zulip Dieuwertje Bloemen (Aug 20 2025 at 14:30):

As promised, I've turned the buttons of the mockup into pngs/svgs. They're in the assets folder under the quickstart guides folder.

view this post on Zulip Philip Durbin πŸš€ (Aug 20 2025 at 15:00):

Looks great! Thanks! Now we just need to figure out how to make them clickable buttons!

view this post on Zulip Philip Durbin πŸš€ (Aug 20 2025 at 15:05):

/me looks at https://stackoverflow.com/questions/63152969/use-image-in-sphinx-as-clickable-link

view this post on Zulip Philip Durbin πŸš€ (Aug 20 2025 at 15:32):

@Dieuwertje Bloemen I added the SVG version in https://github.com/IQSS/dataverse/pull/11653/commits/6f2dba35fc932a68fb39214100cc8228fecd2c07

What do you think? https://dataverse-guide--11653.org.readthedocs.build/en/11653/user/index.html

Screenshot 2025-08-20 at 11.31.16β€―AM.png

view this post on Zulip Dieuwertje Bloemen (Aug 20 2025 at 15:46):

I would maybe add a tiny bit of whitespace at the top and bottom of it. And make the button slightly smaller (not much). It all looks a bit cramped right now, I think.

view this post on Zulip Dieuwertje Bloemen (Aug 20 2025 at 15:48):

It could also be that I got the proportions of the symbol slightly off. But maybe someone else has a better eye for that kinda thing. @Vaida PlankytΔ— 🎨 ?

view this post on Zulip Philip Durbin πŸš€ (Aug 20 2025 at 15:53):

Hmm, should we edit the SVG to add more of a margin?

view this post on Zulip Dieuwertje Bloemen (Aug 20 2025 at 16:08):

I just made a new one with a bit of extra space at the top and bottom (just a wild guess how much though).

view this post on Zulip Vaida PlankytΔ— 🎨 (Aug 21 2025 at 19:14):

oh, this is looking awesome! :smile:i can have a look to see if i can think of any improvements once the new version is up! :sunglasses:

view this post on Zulip Philip Durbin πŸš€ (Sep 18 2025 at 15:53):

@Omer M Fahim I can't remember, did you volunteer to add the links from the doc to the .md file?

I did the first one (the "Log In" link) here: https://github.com/IQSS/dataverse/pull/11653/commits/0458921f1ea1843d699ea420fa2fa0606e38afbc

view this post on Zulip Omer M Fahim (Sep 19 2025 at 14:10):

yup, let me update that PR

view this post on Zulip Philip Durbin πŸš€ (Sep 19 2025 at 14:11):

Great! Please let me know if you have any questions.

view this post on Zulip Philip Durbin πŸš€ (Sep 19 2025 at 14:11):

I had to add a ref for the "Log In" link.

view this post on Zulip Omer M Fahim (Sep 19 2025 at 15:44):

i updated the PR, please let me know if it looks ok: https://github.com/IQSS/dataverse/pull/11653/files

view this post on Zulip Philip Durbin πŸš€ (Sep 19 2025 at 15:52):

The build seems to be failing:

Screenshot 2025-09-19 at 11.51.57β€―AM.png

view this post on Zulip Philip Durbin πŸš€ (Sep 19 2025 at 15:53):

If you click it and then click "raw log" you'll see this:

/home/docs/checkouts/readthedocs.org/user_builds/dataverse-guide/checkouts/11653/doc/sphinx-guides/source/quickstart/publish-a-dataset.md:21: WARNING: undefined label: 'upload-files'
/home/docs/checkouts/readthedocs.org/user_builds/dataverse-guide/checkouts/11653/doc/sphinx-guides/source/quickstart/publish-a-dataset.md:33: WARNING: undefined label: 'dataset-terms'
/home/docs/checkouts/readthedocs.org/user_builds/dataverse-guide/checkouts/11653/doc/sphinx-guides/source/quickstart/publish-a-dataset.md:40: WARNING: undefined label: 'dataset-metadata'
/home/docs/checkouts/readthedocs.org/user_builds/dataverse-guide/checkouts/11653/doc/sphinx-guides/source/quickstart/publish-a-dataset.md:48: WARNING: undefined label: 'publish-dataset'
/home/docs/checkouts/readthedocs.org/user_builds/dataverse-guide/checkouts/11653/doc/sphinx-guides/source/quickstart/publish-a-dataset.md:48: WARNING: undefined label: 'submit-for-review'
/home/docs/checkouts/readthedocs.org/user_builds/dataverse-guide/checkouts/11653/doc/sphinx-guides/source/quickstart/publish-a-dataset.md:58: WARNING: undefined label: 'dataset-versioning'

view this post on Zulip Philip Durbin πŸš€ (Sep 19 2025 at 16:28):

Does that make sense? You'll have to add the refs, like .. _account-log-in-options: in https://github.com/IQSS/dataverse/pull/11653/commits/0458921f1ea1843d699ea420fa2fa0606e38afbc

view this post on Zulip Omer M Fahim (Sep 19 2025 at 16:29):

ah i get it

view this post on Zulip Philip Durbin πŸš€ (Sep 26 2025 at 14:59):

@Omer M Fahim nice editing of the quickstart guide today. Do you want to keep going? Keep adding those refs?

view this post on Zulip Omer M Fahim (Sep 26 2025 at 14:59):

yeah, im having some fun with it so I'll keep going

view this post on Zulip Philip Durbin πŸš€ (Sep 26 2025 at 15:01):

Awesome. If you want help installing Sphinx locally, please let me know. Running it in Docker seems to take about 30 seconds per build.

view this post on Zulip Philip Durbin πŸš€ (Sep 26 2025 at 15:04):

Actually, if you want to install Sphinx locally, let's talk about it over at #docs > building docs locally.

view this post on Zulip Omer M Fahim (Sep 26 2025 at 16:23):

@Philip Durbin πŸš€ https://github.com/IQSS/dataverse/pull/11653/commits/e8c336dc42c035ee822973368d5642c692d39b4b

Updated the quickstart guide pr to sync with google doc, @Philip Durbin πŸš€ could you kindly review when you get a chance. Thanks!

view this post on Zulip Omer M Fahim (Sep 26 2025 at 16:24):

heres what the updated guide looks like: https://dataverse-guide--11653.org.readthedocs.build/en/11653/quickstart/publish-a-dataset.html

view this post on Zulip Philip Durbin πŸš€ (Sep 26 2025 at 17:36):

From a quick look, links are working! Good job. :dataverse_man:

view this post on Zulip Philip Durbin πŸš€ (Sep 26 2025 at 17:37):

The next step is to add the "publish a collection" page, right? Based on @Dieuwertje Bloemen's doc: https://docs.google.com/document/d/1JtBJyWN2sOpSowyUWYU_77mQhKP1m35ZlUMB_0RXoKc/edit?usp=sharing

Do you want to take that on?


Last updated: Nov 01 2025 at 14:11 UTC