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Use this guide to go from a new account to a shared dataset in a few minutes. You’ll do four things:
  • Sign in.
  • Create a project.
  • Upload a file.
  • Share it with another person or group.
For the background concepts, see Key concepts.

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Before you begin

You’ll need:
  • A Dataerai account with an allocation.
  • A data file to upload. Anything works for this walkthrough — a CSV, an image, or an instrument output file.
Your allocation gives you access to Dataerai resources. If you don’t have one yet, ask your Dataerai administrator.

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Sign in

1

Create your account

Open your Dataerai site and go to Sign up. Create an account with your name, email, and a password, or choose Continue with Globus to sign in through a trusted identity provider, such as your university or Google.
2

Verify your email

If you created a Dataerai email/password account, Dataerai emails you a verification link. Open it to activate your account, then sign in. Email verification is only required for Dataerai email/password accounts, not Globus sign-in.

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Create a project

A project is a workspace for a study, grant, or effort. It holds your data and controls who can see it.
Dataerai home view listing a project

Your projects on the home view — create one, then open it to add data.

1

Open the new project dialog

From the main view, click New project.
Dataerai New project button on the home view

The New project action on the home view.

2

Name your project

Give it a Name and an optional Description, then click Create. You become the project’s Admin, so you can invite others and manage access.
You can make a project publicly readable at creation time, or keep it private and share it selectively later. See Sharing and permissions.

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Upload your first dataset

Each piece of data in Dataerai is an asset — a file (or bundle of files) plus its metadata. The fastest way to add one is to upload it in the browser.
1

Open the upload dialog

Inside your project, click Upload — or drag a file directly onto the page.
Dataerai project toolbar with the Upload action

The project toolbar — Upload, New collection, and New asset.

2

Add details

Give the asset a title and any tags. If Dataerai recognizes the file format, it shows a metadata preview with fields extracted from the file, which you can review before uploading.
3

Upload

Start the upload. Progress is shown live, and the asset becomes available as soon as the transfer finishes.
Moving many files or very large datasets? Use the high-throughput, resumable desktop app and CLI instead of the browser.

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Share it

Sharing is controlled per object using three roles:
1

Open permissions

Where you set access depends on the object:
  • Asset — select it, then click Permissions in the action bar that appears (or right-click and choose Permissions). The action bar only shows up once an asset is selected.
  • Project or collection — select it, then open its settings from the side panel (the gear button) and use the Permissions section in the dialog.
Dataerai action bar with the Permissions button

The action bar for a selected item — open Permissions.

2

Grant access

Add a person or a group and choose Read, Write, or Admin. To share with anyone who has the link, turn on Make publicly available — public access is always read-only, and any signed-in user with the link can view.

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Next steps

Key concepts

How organizations, projects, collections, assets, and datasets fit together.

Get data in

Browser uploads, metadata extraction, and the desktop app and CLI.

Organize & describe

Group data into collections and add notes and provenance.

Sharing & permissions

Roles, groups, and public links.