31 lines
2.8 KiB
Markdown
31 lines
2.8 KiB
Markdown
---
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title: Tips for the Knowledge Pool
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weight: 10
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---
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To assist with common issues you may encounter while working with the [knowledge pooling tool]({{% ref "/references/services/knowledge-pooling/" %}}), and more specifically with its web UI, we have compiled some [tips](#tips) and [common errors](#common-errors) related to the pool.
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## Tips
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- It is **highly recommended** to use the knowledge pool's web UI with a desktop browser; the form offers rich contextual information that is hard to access on mobile devices.
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- Submitting records will only be possible by logging in via [your TRR379 hub account]({{% ref "/start/accounts/" %}}) or using a [valid access token]({{% ref "/advanced/generate-token/" %}}); the token can be entered by navigating to "Settings" (gear icon) and then pasting your token in the "TOKENS" tab.
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- When editing records, you can hover your mouse pointer over field labels to display help text describing expected values and controlled vocabularies.
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- For some fields (e.g., journal name when filling out a Publication record), one or more choices have to be selected. The selector offers type-ahead search of choices. When searching:
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- Try entering full names instead of abbreviations.
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- If an item is not found in one language, try searching its English version.
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- Some items might also be searchable by a persistent identifier (e.g., ORCID, DOI, ISSN).
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- Wait a few seconds for choices to populate before creating a new record; search results may take time to load.
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- Submitting metadata involves two different actions: local saves and submitting to the server. Note that *saving* only stores information in the local browser session; you must *submit* your changes (using the cloud icon in the top-right corner) to make your records visible to consortium workflows.
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## Common errors
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- **Authorization issues**: If the [access token]({{% ref "/advanced/generate-token/" %}}) you are providing is incorrect or your account does not have appropriate [permissions]({{% ref "/start/accounts/permissions/" %}}), the interface may display one or more of the following errors during metadata retrieval or submission:
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- **Incomplete information**: If a metadata record is missing required information, you will not be able to save it. Required fields - highlighted with a red asterisk - and an warning sign will alert you to this.
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- **Internal errors**: If there is an unexpected error during metadata submission, the submission interface will report technical information. Please [contact the Q02 project team]({{% ref "/support/" %}}) and copy the entire error message.
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