Link Search Menu Expand Document

Workshop Exercises

In set of exercises, we will be:

  • Creating and collaborating on OSF projects
  • Using project templates
  • Uploading files from your desktop
  • Connecting external platforms like Google Drive, Mendeley, and GitHub
  • Understanding version control in OSF

If you haven’t already, download the workshop files and save them in a folder on your desktop. Make sure to extract the files from the zip file.

Exercise 1 Copy a template from an existing project

  • Once you’ve signed into your account, choose Search from the menu at the top of the page and search for “CMU Getting Started with OSF Demo”.
  • Click on the project from the search results. Find the ‘fork’ button in the upper righthand corner and choose ‘Duplicate template’ from the drop-down menu.
  • Click ‘Create’ when prompted. You should now have a clean template of the project in your own account without any files or add-ons.
  • If you’d like, change the name of the project by clicking on the project name.

Exercise 2 Add contributors to your project

  • Add your neighbor as a contributor by clicking on Contributors from the menu at the top of the project page and then the green “+ Add” button.
  • Search for them by name or user profile information.
  • Click the green plus sign next to their name and choose their permissions from the drop-down menu. Click Next.
  • Add them as contributors to all components in the project by clicking on Select All in the window that appears. Click Add.

Exercise 3 Create a new component

  • Return to the project’s home page by clicking on the project name in the upper left.
  • In the components section, click ‘Add Component’.
  • Call this component “Survey Instruments” and check the box next to “Add contributors…”. Choose the ‘Methods and Measures’ category from the drop-down menu at the bottom of the window (which appears when you click on More).
  • Click Create and go to the new component. Is the component private or public by default?

Exercise 4 Add files to a component

  • Click on OSF Storage in the files section of the Survey Instrument component. Click on ’+ Create Folder’ to add a new folder.
  • Name this folder ‘Surveys’, then click the green plus + to add the new file.
  • Click on the folder and add the file ‘Survey-Instrument_RDM-Practices-in-MRI_VanGulick_Borghi.pdf’ from the workshop files that you downloaded before today’s session. You can either drag and drop the file to the Survey folder or click ‘Upload’ and browse to the file.
  • Now try adding the files ‘Borghi_VanGulick_2018_data.csv’ and ‘Borghi_VanGulick_2018_datadictionary.csv’ to the Data component.

Exercise 5 Change the privacy settings

  • Go to the Data component.
  • Click on the “Make Public” button in the upper righthand corner and confirm.
  • Navigate back to the project home page. Notice that there is no longer a lock symbol next to the Data component.

Exercise 6 Make changes and access previous version

  • Open the file ‘Borghi_VanGulick_2018_data.csv’ from your Workshop Files folder on your computer.
  • Delete the first two columns and save without changing the file name.
  • Replace the file in your data component with the new version by dragging and dropping or uploading to the Data component OSF storage, where the previous version is located.
  • Click on the file to view in the project window. Note this is now version 2.
  • Click on the clock with an arrow on the righthand side under the ‘i’. Download version 1 to your computer.

Exercise 7 Wiki add and delete pages

  • Click the arrow on the right side in the ‘Wiki’ box located on your project homepage or click the Wiki button in the navigation bar.
  • To add a new page to the Wiki click the +New button on the left sidebar.
  • An ‘Add new wiki page’ will pop up. Enter the the title, then click Add. The page will be added to your Wiki.
  • To delete a page, click on the page that you want to delete.
  • Click the Delete button above the left sidebar.

Exercise 8 Connect an add-on of your choice

  • OSF allows you to connect with multiple add-on tools for storage and citation management such as GitHub, Google Drive and Mendeley.
  • Go to https://osf.io/rfw3q/addons/. Choose an add-on from the list that you typically use and follow OSF’s step-by-step instructions to connect it to the project.
  • We’ll be on hand to troubleshoot as you work through the steps.