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About

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What's changed?

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These sections provides a comprehensive overview over changes launched on October 13th, 2023 to existing features in Zenodo. In addition to the changes, we also launched many new features described under What's new.

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Overview of the changes:

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The Uploads header menu item has been removed in favour of a new My dashboard menu item. See Navigating Zenodo for details about the new navigation.

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Deposit: Access rights to visibility

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Previously, you controlled access to a record's files by setting the access right field:

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  • Open access - both metadata and files where publicly accessible.
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  • Restricted access - metadata was public, files were restricted and user could request access to files.
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  • Embargoed access - metadata was public, files were restricted until a given date after which they were automatically made public.
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  • Closed access - metadata was public, files were restricted
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The access right field has now been changed into a visibility field with two options:

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  • Public: Files are public.
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  • Restricted: Files are restricted.
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In case of restricted files you can choose to:

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  • Apply an embargo
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  • Share with specific users or by secret link
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  • Enable access requests
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This change provides for a more flexible access control to your records, and supports uses that previously weren't possible - e.g. access requests to an embargoed record.

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Below table shows a mapping from the old access right field to the new visibility field:

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FilesPublicRestricted
Open accessX
Embargoed accessX
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Closed accessX
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New: Example showing an open access record.

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New: Example showing an embargoed access record.

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Deposit: File upload

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The file upload section of the upload form has received the following updates:

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  • Automatic start of upload: File uploading will start immediately, so you no longer have to press the green "Start upload" button.
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  • Default preview: The new file uploader allows you to select which file you want previewed by default on the record landing page.
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  • Quota: The default quota for size and number of files is now displayed on the form.
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Deposit: Field changes

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The deposit form have received several minor changes:

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  • DOI: The DOI widget has been changed to more clearly ask if an uploader already have a DOI or not to prevent accidential creation of DOIs.
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  • Creators/contributors: The full name has been split into family name and given names, and a new name type has been added to also support organisational names. Creators can now also have roles. The difference between creators and contributors is that creators are included in the citation, while contributors are not included.
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  • Notes: The notes field has been integrated into the additonal descriptions field.
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  • Language: You can now specify multiple languages instead of only one language.
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  • Subjects field has been integrated into a combined Keywords and subjects for freeform text fields and subjects from vocabularies.
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  • Thesis supervisors field has been integrated into the Contributors field by adding the supervisor role.
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Deposit: Files in new versions

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When you create a new version of a record we previously copied all files over from the old to the new version. We have modified this behavior so you now are required to explicitly import the files from the previous version via simply click on Import files-button.

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Deposit: Community selection

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The community selector has been moved to the header, and the communities feature have received several larger changes:

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  • Reviews: When you submit to a community your record will now go through the community review before the record is published - i.e. your record is not public until the community has reviewed the record. You can still publish your record without a community, and later request to have it included in the community if you wish to use the old workflow.
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  • Submit to one: You can only submit a draft to one community. Once your record is published, you can request to have it included in multiple communities. It is only the submission of the first draft which is limited to one community.
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Above, changes the default behavior of how Zenodo used to behave. We have made the changes to ensure we have a simple and streamlined user experience for our new review feature.

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In addition we have made it easier to browse and search for communities using a new community selection widget:

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Communities: Records are published after review

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Previously when you submitted a record to a community, your record would be published immediately, after which the community curator could accept or decline the inclusion of the published record.

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Now, a record is no longer published immediately. Instead, the record is published once the community curator accepts the record into the community.

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You can still achieve the old behavior by following the below steps:

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Publish without community: First, publish your record without selecting a community. See deposit documentation.

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Submit to community: Next, via the record landing page, submit to the desired community. See submit to community documentation.

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The change was introduced to enable community curators to review and edit metadata and files prior to the record being published.

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Communities: Submit to multiple communities

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The workflow to submit to multiple communities has changed significantly. You could previously submit your record to multiple communities directly via the deposit form. This has now changed into a two-step process. In order to submit to multiple communities follow below steps:

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Publish without community: First, publish your record without selecting a community. See deposit documentation.

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Submit to community: Next, via the record landing page, submit to multiple communities. See submit to community documentation.

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The change is introduced due to our new review feature. When you submit a record to a community, your record is no longer published immediately but instead when the community curators accepts the record. Allowing the submission to multiple communities would make it very complex for curators and uploaders to understand when a record is published.

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Note: The change does not affect our legacy REST API from which it is still possible to submit to multiple communities. The legacy REST API will be deprecated in the future so new integrations should not rely on the feature being available in the future.

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Communities: Curators can edit metadata

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Community curators are now able to edit the metadata of records in their community. Previously a community curator was only able to accept/decline the inclusion of records in their community, but was not able to edit the metadata. Instead they were required to ask for changes to the uploader.

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  • All new submissions and records published are automatically subject to this change.
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  • All published records NOT part of a community are automatically subject to this change.
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  • All published records part of a community prior to Sep 29th, 2023 is NOT yet subject to the change (i.e. community curators cannot edit the record, unless they curator and uploader is the same user).
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The last category of records is subject to the following approval workflow. The uploader of the record will be sent a request to accept that the community curators can edit the metadata.

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  • If the uploader declines the request, the record will be removed from the community.
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  • If the uploader accepts the request, the record will be editable by the community curators.
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  • If the uploader neither accepts nor declines the request within 6 months of receiving the request, the record will made editable by the community curators.
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Communities: Members can view restricted files in records

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Record metadata is always public, but access to files can be restricted. Previously only the uploader could view the restricted files. Now, if a record is part of a community, the community members will also be able to view the restricted files.

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All records published prior to Sep 29th, 2023 with restricted files (previously using the restricted access or closed access) AND which was part of a community in which the uploader was not also community owner is NOT subject to the change.

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Uploaders of above records will receive a request to accept/decline the ability of curators to view the restricted files:

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  • If the uploader declines the request, the record will be removed from the community.
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  • If the uploader accepts the request, the restricted files will be viewable by the community members.
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  • If the uploader neither accepts nor declines the request within 6 months of receiving the request, the record will be removed from the community.
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Usage statistics: Unique/Total views

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We have simplified the usage statistics we display on record landing pages. Previous we displayed both unique and total views for both the specific and all versions. We have simplified this to show only the unique views.

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The unique views is what gives the most accurate number of real usage. A unique view is counted as a view by a visitor within a one hour window. Total views on the other hand only filter out double clicks, and is thus far easier to game than the unique views.

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Records: Manage communities

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Previously you could see pending community inclusions requests, as well as remove the record from communities it was part of. We have modified the interface slightly to better support larger number of communities, and in addition we've added the possibility to also submit the record to further communities.

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Records: Fewer citation styles

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We previously supported 800+ different citation styles. It however was quite difficult to find the right citation style, so we have reduced the number of citation styles available in the user interface to a short drop-down list. Our REST API continues to support 800+ different citation styles.

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First, take note of the change for the access right field into a visibility field.

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Previous: Previously you could enable user to request access to the files in your record by setting the restricted access option and provide a condition under which you give access.

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New: In the new system you set the visibility field to Restricted. See next step for how to enable users to request access.

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New: You can enable users to request access from record landing page by click the blue Share-button. In the pop-up click the Access request tab, and check the boxes to enable users and/or guests to request access.

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Above described how to enable users to request access to your record. The new interface supports a wider set of use cases and the user interface have therefore been unified to support these cases.

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Approving requests
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The submitted requests for access will arrive in the new unified requests inbox under My dashboard > My requests or by clicking the inbox-icon in the header. There you can communicate with the requestor (not previously possible), and accept/decline the request.

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Viewing requests
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Similarly, you can view the already granted access under the Links and People tabs (see screenshot above).

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What's new?

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This section provides a comprehensive overview over new features launched on October 13th, 2023 with links to user documentation on how to use these new features.

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Communities: Members

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Our communities feature now has support for multiple members. Members can have one of four different roles:

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  • Reader - can view the files of restricted records in the community.
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  • Curator - can edit records and review submissions to the community (in addition to the reader role).
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  • Manager - can invite new and manage existing members of the community (in addition to the curator role).
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  • Owner - can manage settings and delete the community (in addition to the manager role).
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Members can be invited from Zenodo's users. Currently, only users who have changed their profile visibility will be able to be invited. By end of the year, we'll also support that members can be invited by email.

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Members can publicly show or hide their membership of the community as they see fit.

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Communities: Reviews

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New submissions to a community now by default goes through our new community review feature.

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  • Published on accept: Records submitted to a community is not published until the community curator accepts the request.
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  • Curators can edit: Community curators are now able to edit the record submitted by the uploader.
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  • Communication: Uploaders and curators can communicate to e.g. ask for clarification.
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  • Submit to one: Drafts can only be submitted to one community. Once published, a record can still be included in other communities.
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The review feature is optional and you can still publish your record immediately by not submitting it to a community (e.g. if it's declined by the community curator). After the record is published you can also still request to have it included in multiple communities.

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Communities: Curation

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As briefly described in the Members-section, curators are now able to edit the metadata of published records. Similarly, curators can during reviews edit both the metadata and files of the records submitted by the uploader to the community.

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Modification of files in published records still has to go through the Zenodo support line (we have a 1-month grace period in which we allow addition/removal/modificaiton of files after which modifications are only exceptionally granted).

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Communities: Branding

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Records part of a community will now show community branding in the header. Records that are part of multiple communities can choose which community should be the branded community.

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Communities: Profile

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Communities can now have a profile which allows you to link your community to related grants and organisations. You can further change curation policy settings to determine if community members are subject to reviews or not.

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Deposit: Preview

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You're now able to preview an record before publishing it:

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Deposit: Visibility

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We have significantly improved the sharing capabilities in the new Zenodo (see communities and sharing sections). This means that we have changed the previous open, embargoed, restricted and closed access right mode into a single visibility setting that can be either:

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  • Public: The record metadata and files are publicly accessible.
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  • Restricted: The record metadata is publicly accessible, and the files are restricted.
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Deposit: Creators/affiliations auto-completion from ORCID and ROR

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We've significantly improved our creators/contributors fields. Creators can now be auto-completed from ORCID, and affiliations can be auto-completed from ROR. We've also split the full name into a family name and given names fields to improve the reliability of our automatic citation generation. Organisational names is still supported as creators.

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Deposit: License selector

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We've improved our license selector to provide better defaults as well as improved search capabilities. In addition we've also added support for adding multiple licenses, as well as custom rights statements.

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Deposit: Funding selector

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Our funding selector has also been improved in a similar way to the license selector. We've also extended the support so you can link to grants not yet available in our award database.

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Deposit: Default file preview

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You can now select which file by default should be previewed on the record landing page.

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Deposit: Imprecise dates

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We've further added support for imprecise dates via the Extended Date Time Format syntax (level 0). This is important e.g. for older content where may not know a precise date, but only the month or year or range of year.

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Examples of imprecise dates:

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  • 2023-09 - The month of September 2023.
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  • 2023 - The year of 2023.
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  • 2013/2023 - The time range between 2013 and 2023.
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Deposit: Subjects

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Our new subjects feature has been improved. We'll in the coming months be importing domain-specific vocabularies so records can be tagged e.g. Medical Subject Headings (MeSH).

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Our new community features support sharing of many records among members of a community. We've also improved the sharing of just a single record. You're now able to create a secret link to your record that you can send to a collaborator. The link can give permissions to either:

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  • View: Gives the link holder view access to the record (useful if the files are restricted - e.g. if an embargo has been applied or to give access to a peer reviewer).
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  • Preview: Gives the link holder access to preview a draft of a record (useful if you e.g. need a colleague to check a draft).
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  • Edit: Gives the link holder access to edit the record.
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You access the new feature via the Share-button on the record landing page:

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This will allow you to create and manage the secret links:

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Access requests

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We also improved our previous access request feature, to enable both users and guests to request access.

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User profiles

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You'll notice e.g. on My dashboard that users now has a new profile which includes:

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  • Full name
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  • Affiliations
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  • Avatar
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For instance:

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Profile visibility

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Under the profile preferences you can set your profile and email visibility, which determines whether or not people can invite you to communities and what they'll be able to see. It is currently not yet possible to change the avatar which is automatically generated.

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Note: For privacy reasons, all users by default have a hidden profile and email visibility.

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Minor features

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Quick actions

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The new quick actions menu makes it easy to start new uploads or create communities:

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My dashboard

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We added a new My dashboard which provides easy access to all your content on Zenodo:

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  • My uploads - all the records that you've uploaded.
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  • My communities - provides an overview all communities that you own or is an member of.
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  • My requests - provides you with an overview of all your open (and closed) requests - e.g. submissions to communities or invitations to join a community as member.
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Download all

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The record landing page now has a button to download all files in one go.

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Web accessibility (A11y)

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We have overall made many improvements to the Web Accessibility (A11y) of Zenodo. We are still working on reaching full level AA compliance with the W3C Web Content Accessibility Guidelines (WCAG) and will announce it as soon as we make it.

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Login with institutional account

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You're now able to login to Zenodo with your institutional account if your institution is part of eduGAIN. The new service is provided via the OpenAIRE AAI which also provide access to EOSC Core services (European Open Science Cloud).

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Export formats

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We now have support for DataCite JSON v4.3 and upgraded the DataCite XML to v4.3. This is in addition to our already supported export formats: JSNON, JSON-LD, CSL, Dublin Core, MARCXML, BibTeX, DCAT and GeoJSON.

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REST API

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Under the hood, Zenodo is now driven by a powerful and heavily expanded REST API. You can find the documentation to the new REST API on the InvenioRDM reference pages.

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Contributors Manage files + + Manage records + + Manage versions diff --git a/docs/deposit/describe-records/descriptions/index.html b/docs/deposit/describe-records/descriptions/index.html index e67f355..0af24e3 100644 --- a/docs/deposit/describe-records/descriptions/index.html +++ b/docs/deposit/describe-records/descriptions/index.html @@ -121,6 +121,10 @@ Contributors Manage files + + Manage records + + Manage versions diff --git a/docs/deposit/describe-records/index.html b/docs/deposit/describe-records/index.html index fb0bf3c..f79c491 100644 --- a/docs/deposit/describe-records/index.html +++ b/docs/deposit/describe-records/index.html @@ -121,6 +121,10 @@ Contributors Manage files + + Manage records + + Manage versions diff --git a/docs/deposit/describe-records/licenses/index.html b/docs/deposit/describe-records/licenses/index.html index 95e614d..e87883a 100644 --- a/docs/deposit/describe-records/licenses/index.html +++ b/docs/deposit/describe-records/licenses/index.html @@ -121,6 +121,10 @@ Contributors Manage files + + Manage records + + Manage versions diff --git a/docs/deposit/describe-records/publication-date/index.html b/docs/deposit/describe-records/publication-date/index.html index 86b697c..ee5a7fd 100644 --- a/docs/deposit/describe-records/publication-date/index.html +++ b/docs/deposit/describe-records/publication-date/index.html @@ -121,6 +121,10 @@ Contributors Manage files + + Manage records + + Manage versions diff --git a/docs/deposit/describe-records/reserve-doi/index.html b/docs/deposit/describe-records/reserve-doi/index.html index f434dfe..f74a8c6 100644 --- a/docs/deposit/describe-records/reserve-doi/index.html +++ b/docs/deposit/describe-records/reserve-doi/index.html @@ -121,6 +121,10 @@ Contributors Manage files + + Manage records + + Manage versions diff --git a/docs/deposit/describe-records/resource-type/index.html b/docs/deposit/describe-records/resource-type/index.html index fd2d3e5..605e457 100644 --- 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+105,10 @@ Describe records Manage files + + Manage records + + Manage versions @@ -195,7 +199,7 @@

Set the default preview By default, the first previewable file in alphanumeric order will be the one being displayed on the your record landing page. You can change the default previewed file by checking the checkbox in the Preview column.

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Manage records

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This following sections describe how you can browse your records, edit the metadata of records and how you can delete records.

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Browse your records

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To browse you uploads, click the My dashboard header menu. This will by default take you to the list of records you have uploaded.

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From My Uploads tab you are able to see all your published as well as unpublished records.

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You can view or edit each of the record. See below.

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Edit published records

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You can edit the metadata (title, creators, etc) of a published record at any time. Files in the record however cannot be edited (add/delete/modify) after publication. See manage files and manage versions for further details.

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You can edit a record either by clicking the Edit-button on the record under My uploads (see above.)

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Alternatively, from the record landing page you can also click the Edit-button.

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Delete records

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You can only delete an unpublished record. Published records cannot be deleted except under special circumstances. Please submit a request via our support line to delete a published record.

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To delete an unpublished, first edit the record (see above).

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From the deposit form, click the red Delete-button.

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Manage versions

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Zenodo supports versioning of records.

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After a record is published you can no longer edit the files in the record (you can edit the metadata, see manage records for details).

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To modify the files of a record you must a new record version.

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Test

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Deposit

  • Create new upload
  • Describe records
  • Manage files
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    Profile

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    Citations

    Docs


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