Upload¶
You can deposit new records into InvenioRDM by using the upload form. To begin, click the "New upload" button or link.
This action will open the deposit form page, where you can:
- Select the files you wish to upload.
- Fill in the necessary metadata information about your record.
- Define access restrictions to control who can view and access your content.
Once you save your record as a draft for the first time, you gain access to additional features. You can then preview how your record will appear on its landing page by using the Preview button, and you can also share it with colleagues for feedback or collaboration before final publication.
Metadata-only records¶
A metadata-only record is a record that contains only descriptive metadata, and no associated files. These types of records can be useful in cases where the resource does not have a corresponding digital object or its files are hosted elsewhere.
The site administrator can choose to enable or disable the creation of metadata-only records. For more on that, see this section.
To mark a record as metadata-only, simply select the "Metadata-only record" checkbox when creating a new record:
Restrict records¶
A record can be marked as restricted in order to restrict its access to specific users. This is useful for example to share a record with a colleague or team before making it public.
When creating or editing a record, click the "Restricted" checkbox under "Full record" in the "Visibility" section of the form to make the entire record -metadata and files- restricted:
To only make the files restricted, click the "Restricted" checkbox under "Files only" in the "Visibility" section.
For a deeper understanding of the high-level architecture behind records, refer to the dedicated documentation page located here.
Add-on metadata fields¶
InvenioRDM offers add-on metadata fields that are not enabled by default. To utilize these, you will need to add them to your configuration. These specialized fields are designed for specific publication types, including:
- Journal: describe a scholarly journal.
- Imprint: describe chapters and contributions of a book or a report.
- Thesis: describe a dissertation.
- Meeting: describe a meeting or a conference.
- CodeMeta: set of fields to describe software.
These add-on fields are particularly valuable for institutions like universities, research institutes, and repositories that manage diverse scholarly outputs.
Once the fields are filled and the record is published, publishing information will be displayed on the record landing page on the right side panel, as follows:
In order to add those fields to record metadata of your instance follow this guide.
Submit to a community¶
When you are uploading a new record, you have the option to select a community for submission. If you choose a community, the "Publish" button will automatically change to "Submit for review."
When you submit a new draft record to a community, InvenioRDM automatically creates a new review request. This allows the community members to review your submission and decide whether to accept it into their community.
Until the review request is accepted, your draft record remains private. It will only be visible to you (the uploader) and the members of that specific community.