PhilSci-Archive User Documentation
Guide to New Features
Browsing is a good way to access documents if you don't have a specific idea of what you're looking for. There are three ways to browse the repository, by subject, by year and by conference/volume.
To browse the repository either select Browse from the front page or from the navigation bar at the top of the screen. Then choose which property you wish to browse by, eg. "subject".
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 repository (if any) which match this value. To access a paper, 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.
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 the Repository link on the front page, or using the navigation bar at the top of the screen. To perform an advanced search, use the advanced search link at the top of the simple search page.
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. For example, for the search term quantum gravity
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 behaviour by selecting ''Any of these'' or ''All of these'' from the popup menu on the right of the list.
When you're searching a year field, you can specify a single year or range of years that you're interested in:
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.
Receiving Archive Updates
You can subscribe to new posts on PhilSci-Archive through email or RSS.
Updates by email to all new posts
Update by RSS
Follow the instructions above to subscribe by RSS, but instead of clicking "Save search," choose one of the RSS () links. Then copy the URL of the resulting> page, and add it to your RSS reader (Google Reader, Bloglines, etc.).
Customize or delete updates
You can create a custom subscription by following the instructions above, but replacing the suggested search with your own Advanced Search. For example, you could search for articles posted under the subject Specific Sciences > Biology. Then follow steps 3 and 4 above to create a subscription to only those posts.
To stop receiving updates by email, click the Saved Searches link in the red navigation bar (you must be logged in to view it). You will be brought to your list of saved searches. Click the "Remove" button to remove a search, or click the "Settings" button to edit your email subscription settings.
Certain services require you to register with the system so that it can identify you, such as the document depositing services. When you register with the system, you can register a username, email address and password which must be confirmed. The system will email you a confirmation URL to visit to enable the password.
Before you can start uploading items, you need to fill out some personal details into a form (http://philsci-archive.pitt.edu/cgi/users/record), the registration e-mail will contain instruction on how to do this. This same form is used to change user details once registered.
The first thing you'll need to do, after registering, is fill out your user record using the form at http://philsci-archive.pitt.edu/cgi/users/record. When you click on ``Deposit Papers,'' you'll see an option saying ``View/change your user record'': Select this option. The user record form is described below.
Once you've correctly filled out your user record, the ''Deposit Papers'' page will show a number of options and any any items you are working on or have submitted but are not yet approved by an editor. 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 papers and whether you have any papers pending entry into the main repository.
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 encouter problems.
Enter the relevant information in the form. Those boxes where the field name (on the left of the box) has an asterisk are required fields that you must fill out before you can deposit papers in to the repository.
Note that you cannot change your e-mail address here. This is deliberate; if you inadvertently enter an incorrect e-mail address, the site will have no way of contacting you. Instructions for changing your e-mail address can be found on the ''Registered Users Area''.
Rather than clicking in each box before you enter something into it, you may find that your browser will let you use the tab key to move the cursor between the boxes. In this way you can enter the information much more quickly.
When you've entered the relevant information, click on the ''Update Record'' button at the bottom of the form. If the form is filled out correctly, you'll be taken back to the ''Deposit Papers'' page. If there's a problem with the form, the form will be presented to you again with a description of what's wrong. Correct the error and click on ''Update Record'' again.
If you start uploading a paper, you can decide that you wish to wait until later before completing the upload, and you can start on another paper. Papers 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 ''Click here to start uploading a document.'' This button will add a fresh, empty record to your workspace and allow you to start editing it.
If there are papers in your workspace, you will see a list of those papers with some option buttons. The title of each paper you are uploading will be shown in the list, or its ID if you haven't yet given it a title. The option buttons are described below:
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 papers.
Each stage of the process is described in the following sections.
In this screen, you should select the option on the list that describes your paper, either ''Preprint,'' ''Conference or Workshop Item,’’ ‘’Published Article,’’ or ''other.'' 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.
PhilSci-Archive can link a new version of your paper to the old version. This allows readers and search engines with links to the old version to find the newest version.
To upload a new version of a paper, first log in and click the magnifying glass () next to the preprint you would like to update. Choose the "Actions" tab, and then click "New Version," as illustrated below.
Click the "Edit item" button on the right, and follow the instructions to make any adjustments you would like to make. Then, in the upload section, click the trash can to delete the old preprint. Finally, click "Choose File" to choose the new version of your preprint. Then click "Upload," and follow the instructions to submit your preprint or a postprint published under a Creative Commons license.
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.
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 an asterisk, 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:
Once you've entered the relevant information, click on the ''Next'' 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.
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.
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.
If you think there's a serious omission from the subject category list, you can suggest a new category in the two boxes below the subject list. Note that you shouldn't expect the repository to necessarily agree with your suggestion; don't be offended if they don't add your suggestion. This box is there purely for you to suggest categories you really believe are serious omissions.
Once you've selected your subject categories, click on the ''Next'' button.
Document Storage Formats
This page shows you an overview of the document files you have uploaded to the repository. The table shows the list of formats you can upload on the left, and the number of files you have uploaded in that format in the middle column.
If you want to upload some files for a format, or remove some files you've already uploaded for a format, click on the relevant ''Upload/Edit'' button. When you do this, you'll be presented with the ''Document file upload'' screen described in the next section.
To remove all of the files for a format completely, click on the relevant ''Remove'' button.
Note that you must upload files for at least one of the formats shown in bold type.
The ''Other'' format allows you to upload the document in any other format you think may be useful. For example, you may wish to upload a Microsoft Word document.
When you're happy that you've uploaded all of the document files, click on the ''Finished'' button. Later, you'll have a chance to make sure that the uploads have all worked, and to come back and fix anything that's amiss.
Once you've clicked the ''finished'' button on this page, you'll be taken to the ''Deposit Verification'' page described in a later section.
Special Postprint Requirement
In you are uploading a postprint, you must specify the license type under which it is published. The archive will only post postprints published under a Creative Commons license. The license field will become visible immediately after a file has been uploaded.
Document File Upload
If there are no files uploaded in a particular format, you will be presented with an upload menu from here you can select how you'd like to upload files to the repository.
Choose this option if you want to upload files you have on your computer as-is. For example, if you have a PDF file on your hard disk, you would choose this option. If you have to upload more than one file using this method (for instance, an HTML file and a corresponding .gif figure image file,) then type the number of files you wish to upload into the ''Number of files to upload'' box. From an existing Web site.
If your paper is up on the Web already, this option will let you specify the URL of that paper. The repository software will copy your paper from that Web site. You should be careful with this option, though; and read the ''uploading from an existing Web site'' section below. As a ZIP archive/Compressed TAR archive.
Your paper may be stored in several separate files. This is often the case if your paper is stored in HTML format and contains figures. These two options let you use the ZIP tool (available on all operating systems) or the ''tar'' and ''compress'' tools (commonly used on UNIX systems) to collect all of those files into one compacted file. Now click on the ''Upload'' button.
If you selected ''plain files'' or are uploading a compressed file, you will be presented with a screen where you can either type in the full filename and path of the document file or compressed file into the text field, or (recommended) click on the ''Browse...'' button, and select the relevant file using the file selector1. If you're uploading more than one file, there will be a corresponding number of these fields to fill out.
If you selected ''from an existing Web site,'' enter the full URL of the first page of the actual document; don't just enter the URL of the Web site the document appears in or the URL of an index or contents page. See the section ''uploading from an existing Web site'' below.
When you've entered the filenames or URLs, click on the ''Upload'' button. You'll then be taken back to the ''Document File Upload'' screen.
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 uploaded several HTML documents. Use the ''Show First'' button to tell the system which file should be shown first.
The ''Delete'' buttons on the right of the table 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.
You can continue to upload more files as before. If you've uploaded all necessary files, click on ''Finished''. This will take you back to the ''Document Storage Format'' page.
Uploading From an Existing Web Site
When you give the repository a URL to retrieve your document from, the repository stores a copy of the file stored at that URL. If the URL is an HTML file, the repository will also copy the images associated with that HTML file, and other HTML files linked to it.
You must supply the URL of the first page of document itself: NOT the URL of the whole Web site, or the URL of any contents page listing multiple documents, index page or abstract page.
http://www.myinstitution.edu/~myhomepage/paper.html And NOT www.myinstitution.edu/~myhomepage/
In order to prevent the repository from trying to copy the whole World Wide Web by following every single link, some rules are applied when the system collects your document:
Only files reached by ''relative'' links are retrieved. For example, if the HTML contains a link to node1.html then node1.html will be copied. If the link points to http://somewebsite.edu/bar.html, then that URL will not be copied.
Only files at the same depth or deeper in the Web site file hierachy are retrieved. For example, if a link points to /index.html or ../index.html, the file will not be copied.
This method of uploading papers cannot have a guaranteed 100% success rate. However we have been using it here at Southampton for a number of months and it usually works very well.
If something does go wrong, it's normally best to select ''delete all files'' from the ``Document File Upload'' screen, and try another uploading method.
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 agreement at the bottom of the page, click on the ''Deposit'' button to deposit your paper in the repository. It will then be put in the editorial buffer.