<?xml version="1.0" standalone="no" ?>
<!DOCTYPE page SYSTEM "entities-en.dtd" >
<ep:page
        xmlns="http://www.w3.org/1999/xhtml"
	xmlns:ep="http://eprints.org/ep2/page">
<ep:title>User Documentation</ep:title>
<ep:body>


<ul>
  <li><a href="#Browsing">Browsing</a></li>
  <li><a href="#Searching">Searching</a></li>
    <ul>
    	<li>Text Search Fields</li>
    	<li>Lists of Values</li>
    	<li>Dates </li>
    </ul>
  <li><a href="#Depositing">Depositing Records</a></li>
    <ul>
  	<li>Your Workspace</li>
  </ul>
  <li><a href="#Process">Depositing Process</a> </li>
    <ul>
  	<li>Step 1: Title and Authors</li>
  	<li>Step 2: Publication Information </li>
  	<li>Step 3: Abstract and Notes </li>
  	<li>Step 4: Attach Documents </li>
  	<li>Step 5: Verification </li>
  	
  </ul>
</ul>


<a name="Browsing"></a> 
<h2>Browsing </h2>
<p>Browsing is a good way to access documents if you don't have a specific
idea of what you're looking for. There are currently three ways to browse the archive,
by date, by title and by author.</p>

<p>To browse the archive either select "Browse" from the front page or
from the archive navigation bar. Then choose which property you wish to
browse by eg. "title".</p>

<p>You will be presented with a list of possible values. Select
one of these, and you will be given a list of references to documents in
the archive (if any) which match this value.
 To access an item, simply click on its reference in the display. </p>

<a name="Searching"></a> 
<h2>Searching </h2>
<p>To search the archive, you can enter search terms directly into one
of the search fields on the archive home page. Alternatively, you can
access more search options using the link on the front page, or by
clicking on "Search" in the archive navigation bar. </p>

<h3 class="eprints">Text Search Fields </h3>
<p>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. For example, if
the search string is "patient care":</p>

<dl>
<dt><strong>Match all, in any order. </strong></dt>
<dd><p>The system will search for records in which the title or abstract
fields contain <strong>both</strong> the word "patient" and the word
"care". </p></dd>

<dt><strong>Match any. </strong></dt>
<dd><p>The system will search for records in which the title or
abstract fields contain <strong>either</strong> the word "patient" or
the word "care".</p></dd>

<dt><strong>Match as a phrase. </strong></dt>
<dd><p>In this case, the system will search for your phrase appearing
exactly as you type it. In the example, the system will return records
in which the title or abstract fields contain the phrase "patient care".
</p></dd>
</dl>

<h3 class="eprints">Lists of Values </h3>
<p>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.) </p>

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

<dl>
<dt><strong>Any of these. </strong></dt>
<dd><p>If this is selected, records that contain <strong>any one</strong> of the values you select
will be retrieved. </p></dd>

<dt><strong>All of these. </strong></dt>
<dd><p>If you select this option, only records that contain
<strong>all</strong> of the values you select will be retrieved.
</p></dd>
</dl>

<h3 class="eprints">Dates </h3>
<p>When you're searching a date field, you can specify a single date or
range of dates that you're interested in. Both the month and day fields
can be omitted. For example:</p>

<dl>
<dt>1999</dt>
<dd>retrieves only records where the year is '1999'; </dd>
<dt>1987-1990</dt>
<dd>retrieves records with years between 1987 and 1990 inclusive; </dd>
<dt>1995-07- </dt>
<dd>retrieves records with dates from July 1995 or later; </dd>
<dt>-1998-10-27</dt>
<dd>retrieves records with dates up to and including Octobr 27 1998. </dd>
</dl>

<p>Dates use the format YYYY-MM-DD, so "2005-03-12" is March 12
2005.</p>



<a name="Depositing"></a> 
<h2>Depositing Records</h2>

<p>To deposit items into the archive, you need to log in to your
workspace by clicking on the "Submit and manage your documents" link on
the front page, or by clicking on "User Area" in the archive navigation
bar. This will take you to your personal workspace, which will show a few
options and any any items you are currently working on. The options are
described below. Note that the options and information that appear may
vary slightly, depending on whether you are in the process of depositing
any items. </p>

<h3 class="eprints">Your Workspace </h3>

<p>At the top of your workspace you will see a link "Begin a New Item".
This link will add a fresh, empty record to your workspace
and allow you to start editing it. </p>

<p>If you start to create an item, you may decide that you wish to wait
until later before completing this process, and you can start on another
item. Items that you are in the process of being created appear in your
workspace under the heading "Undeposited Items". </p>

<p>If there are undeposited items in your workspace, you will see a list
of those items with some option links. The title of each undeposited
item will be shown in the list. The option links are described below:</p>

<dl>
<dt><strong>Edit </strong></dt>
<dd><p>If you click this link, you will be able to continue depositing
the selected item. </p></dd>

<dt><strong>Deposit </strong></dt>
<dd><p>If you're satisfied that you've completed processing the item and
associated information as you had intended, then you can and click this
link to deposit the item in the archive. Note that if there are problems
with the item (for instance, if a document file upload hasn't worked, or
the associated bibliographic information is invalid), you will be told
what is wrong, and you won't be able to deposit the item until those
problems are fixed. </p>
<p>The depositing process is described in a following section. </p></dd>

<dt><strong>Delete </strong></dt>
<dd><p>If you click on this link, the selected item will be
removed from your workspace and discarded completely. You will be asked
for confirmation first, so don't worry about accidentally clicking on
it. Copies of any item you delete are unaffected. </p></dd>

<dt><strong>Use as template </strong></dt>
<dd><p>This link creates a copy of the selected item, minus any attached
files. This is useful if you are depositing a number of items with
similar information. You can fill out the common information, copy that
item, and then edit the copies so you aren't entering the same
information more than once. </p></dd>

<!-- 
<dt><strong>New </strong></dt>
<dd><p>This button creates a fresh record and starts the depositing
process. </p></dd>
 -->

</dl>


<a name="Process"></a> 
<h2>The Depositing Process </h2>


<p>The depositing process is divided into a number of steps. You can
move between these steps by using the <strong>Back</strong> and
<strong>Next</strong> 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. </p>


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

<p>Above each input field will be a short explanation of what should be
put in the field. To the left of each input field is the field name. If
the field name has a red asterisk (<span class="requiredstar">*</span>),
the field must be filled out before the item can be deposited; other
fields are optional. </p>


<p>Each step of the process is described in the following sections. </p>


<h3 class="eprints">Step 1: Title and Authors </h3>

<p>First, you will be asked to enter the title of the item and identify
its authors. For the author names, you can enter title, given name,
family name and lineage. Title and lineage can be ignored if you wish.
If there are more than four authors, you can add more boxes for names by
clicking on the <strong>More Spaces</strong> button. You can also
reorder the names using the up/down icons to the right of the name
fields. Note that empty name fields are ignored. </p>

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

<p>Once you've entered the relevant information, click on the
<strong>Next</strong> button. If there are any omissions from the data,
the system will explain what is wrong and re-present the form so you can
fix the problems. </p>


<p>As with user records, most browsers will allow you to use the tab key
to move between the input fields, allowing you to enter the information
quickly. </p>

<h3 class="eprints">Step 2: Publication Information </h3>

<p>Use this page to enter details of the item's publisher and release
date. Note that the release date may not necessarily be the same date as
when you deposit the item in the archive. The month and day fields are
both optional, but you must at least supply a value for the year. You
can also provide a release number for the document, where
applicable.</p>

<p>Once you've completed this page, click on the <strong>Next</strong>
button. </p>

<h3 class="eprints">Step 3: Abstract and Notes </h3>

<p>Use this page to enter an abstract or executive summary for the item,
and any additional notes that don't fit anywhere else. Once you've
completed this page, click on the <strong>Next</strong> button. </p>

<h3 class="eprints">Step 4: Attach Documents </h3>

<p>This page shows you an overview of the document files you have
uploaded for this item. Click the <strong>Attach a Document to this
Item</strong> button to upload a new document file.</p>

<p>Note that you must upload files for at least one of the formats listed. </p>

<h4 class="eprints">Step 4(a): Document Information</h4>

<p>Choose a document file format from the list provided. You can provide
a description of the format if you wish (note that this is required if
you choose a document format of <em>Other</em>).</p>

<p>Click the <strong>Next</strong> button to continue with uploading
your files. Note that you can click <strong>Stop Editing
Attachment</strong> at any time to cancel.</p>


<h4 class="eprints">Step 4(b): Document File Upload </h4>

<p>This page allows you to upload and attach files to your item. For example,
you might have a PDF file on your hard disk that you wish to upload. You
can upload multiple files for one format, for example, an HTML file and 
associated image files.</p>

<p>The system allows you to upload either uncompressed files, ZIP
compressed files or Tar/GZip compressed files. Choose the appropriate
option from the menu, then click <strong>Choose File</strong> to find
the file on your PC.</p>

<p>Once you have located the file, click <strong>Upload File</strong> to
upload the file into the system. The files that you have uploaded will
appear in a list at near the top of the screen.</p>

<p>You can continue to upload more files as before. If you've uploaded
all necessary files, click on <strong>Finished</strong>. This will take
you to the <strong>Documents Attached to Item</strong> page (see below). </p>

<p>At least one file needs to be shown first. In many cases (e.g. PDF,
Postscript) there will only be one file; if you've uploaded many files
you will need to select the one to be shown first. This should be the
first file in the document that a reader should be presented with; the
.html file if your document is in HTML format, or the contents page if
your document is spread over several HTML documents. Use the "Make
Primary" link in the file list to tell the system which file should be
shown first. </p>

<p>The "Delete" links in the file list can be used to remove individual
files that you've uploaded in error. "Delete all files" will wipe the
slate clean (for this document storage format only) so you can start
again. If something does go wrong, this is the best option. </p>


<h4 class="eprints">Step 4(c): Documents Attached to Item </h4>

<p>The table shows the list of document formats that have already been
attached on the left, and the number of files you have uploaded in that
format in the middle column. </p>

<p>If you want to upload more files for a format, or remove some files
you've already uploaded for a format, click on the relevant
<strong>Edit</strong> button. This will repeat the process described in
the previous two sections. </p>

<p>To remove all of the files for a format completely, click on the
relevant <strong>Remove</strong> button. </p>

<p>When you're happy that you've uploaded all of the document files,
click on the <strong>Finished</strong> button. You'll have a chance to
make sure that the uploads have all worked, and to come back and fix
anything that's amiss. </p>


<h3 class="eprints">Step 5: Verification </h3>

<p>This page will display the abstract page for your document as it will
appear in the archive. You should carefully check that all information has
been uploaded correctly. </p>

<p>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 form's <strong>Back</strong> buttons
(<strong>not</strong> the browser's "back" button) to cycle back through
the depositing process and fix any mistakes. </p>

<p>If you're satisfied that everything is correct and has been uploaded
correctly, click on the <strong>Deposit Item Now</strong> button to
deposit your item in the archive and make it available to other users.
Note that your item may not be immediately visible to other users; it
should appear in search results and on the archive front page within a
few minutes, but may take up to half an hour to appear in the "Browse"
section, as this section is refreshed less frequently.</p>



</ep:body>
</ep:page>

