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Home Page

The home page is the default page for an RDE instance. It serves as a landing page with introductory content intended to inform users about the capabilities of the instance / website at a high level.

Click the instance logo on any page in an RDE instance to navigate to the home page.

Resource Explorer
Resource Explorer Search Overview

The Resource Explorer allows you to discover informational content that has been added to the Resource and Data Exchange by authenticated users.

All authenticated users are encouraged to add relevant resources using the Add Resource feature (plus icon in the upper right) and completing the simple web form. Events are a special type of resource, as they have an associated location (virtual or physical), date, and time, and can be added directly to users' calendars. Resource Owners (and Resource Explorer Administrators at their organization) control content and visibility.

Resources can be associated with multiple categories, allowing them to be discovered by users who filter or browse content by category. The Resource Explorer search allows all users to quickly find relevant content using text search, applying filters, or Browse categories.

Authenticated users will see resources curated for their institution by default with the "Audience" filter applied. Authenticated users can also "favorite" resources, making them easier to find in the future using the "My Favorites" filter, and can locate content they own by selecting the "Owned by Me" filter.

For assistance, refer to the help section of the application for documentation and to request personal consultations.

Resource Explorer Search Bar

Type in the search bar to the left to match text that appears in the title, body, or any field of a resource. You must type at least two characters. You can choose an autocomplete suggestion or press enter to search for the characters you added. Text search will look for characters at the start of words, but not in the middle of words.

Resource Explorer Search Sort

Use the "Sort by" feature to reorder your results. The default sort is "Most Favorited", which lists resources first based on the number of users who have favorited them.

When searching by string matching, results will default to sorting by "Relevance", prioritizing items where the string appears in the title of the resource or event.

Select sort by "Recently Updated" to prioritize content that was most recently added to the Resource Explorer.

Resource Explorer Search Filters

Apply filters to narrow your search results. The filter applies "AND" logic between filter sections and "OR" logic within a specific filter section.

Audience (Default Filter): If you are logged in, the Resource Explorer will default to resources curated for your organization (unless you explicitly specify another audience filter).

Owned by Me (Authenticated Users Only): Shows resources where you are listed as an owner. Add content using the "Add Resource" button at the top of the page, then easily find it later using this filter.

My Favorites (Authenticated Users Only): Displays only the resources you have added to your favorites. To add favorites, click the appropriate icon while viewing a resource, then quickly access them later using this filter.

Resource Type: Defaults to displaying informational resources and upcoming (or ongoing) events (Future Events). Past events are excluded unless you check the "Past Events" box.

Category: Select one or more categories to filter results to resources associated with any of the chosen categories. Resources can belong to multiple categories.

Visibility (Resource Explorer Administrators Only): Administrators can view all resources, including "Owners Only" or "All Users". If not listed as an owner, they will only see resources that are visible to "Owners Only" if the resource Creator Organization is same as the Resource Explorer Administrator's organization.

Resource Explorer Export to CSV

This feature is available to Resource Explorer Administrators only. They can export all resources they have access to in search, or a subset of those resources that is the result of a search.

Click "Export to CSV" to initiate the download. Only resources that are shown in the current set of results will be exported. To export all resources, be sure to remove all filters and search strings.

Add Resource Overview

Click "Add Resource" in the top right of the Resource Explorer and complete the form with the relevant information in each of the fields listed below.

Note that when you first save a resource it is only visible to you. However, you will have the option to edit Resource Details or Resource Access once you view the saved resource.

Type: Select "Resource" for informational resources. Select "Event" for any resources that have a date and time, including in person events, virtual events, and even funding opportunities. Entering funding opportunities as events allows users to filter opportunities to those that are currently open. If your event has multiple dates (for example a course with a series of dates) we suggest you add an informational resource describing the group of events and that contains links to each of the specific events. This allows each event to be added independently to users' calendars.

Title (required): Name your resource. We suggest adding "FUNDING:" to the start of the name when adding funding opportunities.

Icon (required): This icon will be displayed at the top of your resource page and on resource tiles. Select one option from a list of default icons that you feel best relates to your resource. If more than one icon applies, select your preferred icon. The text selected will be displayed when users hover on the icon.

Creator Organization (required, not editable): Your organization will appear here. If your RDE instance has multiple participating organizations, only the Resource Explorer Administrators at your organization will have special view/edit access.

Show Creator Organization Logo (required): This checkbox is selected as a default. However, you may choose to remove that selection if the resource you are adding is multi-institutional, represents an external resource, or in any other case where displaying your organization's logo is not appropriate or meaningful.

Description (required): Type or paste in your main page content. You can use the editing tools at the top of this box to do some basic formatting.

We suggest you:

  • mention a few key details even if linking to an external web page
  • include words in your description that users might use in Search Resources
  • highlight underutilized aspects of your resource
  • address any misconceptions or direct users to related resources

Categories (required): Every resource must be associated with at least one category in the Resource Explorer. It is possible to associate your resource with multiple categories. Pick the categories where you think it fits best.

Contact Name (optional): Name or description of the best contact for this resource.

Contact Email (optional): Email to use for more information about this resource.

Contact Phone (optional): Phone number to call for more information about this resource.

Website (optional): You can choose to link your resource to an external website. You might use the main description section to describe what users will find by following this link and when they should reference your online resources.

Select Cancel to discard any entries you have made in the form. Select Save to create and view the new resource. Upon clicking save, the system will notify you if any of the entries are not valid. You do not need to be fully done with the page to save and close it if the required fields have valid input.

Remember that after saving you will need to edit "Visibility of Resource Details" under Resource Access to add other owners or to make this resource visible to other users.

Upon the first save, the resource will be assigned a unique ID which you will see in the URL. Copy and paste the URL to share with other owners (or the public once you have made it visible to all users).

View Resource Overview

Resources are added by authenticated users. Resource Owners can choose to make their resource visible to all users. If you are viewing a resource, you are either listed as a Resource Owner or Resource Explorer Administrator OR the Resource Owners have made the resource visible to all users.

View Resource Details

Icon: This icon is selected by Resource Owners

Title: Each resource has a title that appears at the top.

Visit Website (optional): Resource Owners may add a link to external website.

Add to Calendar (events only): Clickable link to add the event to your calendar.

Add to (or remove from) Favorites (logged-in users only): Clickable link to add or remove the resource from your personal favorites. Logged-in users can access their favorites by applying the "My Favorites" filter in the Resource Explorer search.

Location (events only): All events will have an in person or virtual location provided.

Date and Time (events only): The start and end date and time of an event.

Description: This field contains informational content added by the Resource Owners.

Contact Name, Email, Phone (optional): Resource Owners may elect to add contact information. If no contact information is provided but you would like to know more, you can go to the Help page using the left-side navigation and request a consultation.

Creator Organization: The name of the organization associated with the original creator (Resource Owner).

Categories: A list of one or more Resource Explorer categories that the owner has associated with this resource.

Website (optional): Resource Owners may add a link to external website.

Attachments (optional): Clickable attachment link(s) to download file(s) to your computer. Attachments can include images, videos, PDFs, etc. Note that you can right-click the attachment link to obtain a URL that can be used in emails or provided as a link elsewhere. Resource Owners can add or delete attachments.

View Resource Access

Only Resource Owners can see this section of the page. If you are a Resource Owner, you may select the Edit Resource Access icon to make changes.

Resource Permissions: This is a list of Resource Owners emails. Owners can Edit Resource Details and Edit Resource Access.

Visibility of Resource Details: This section indicates whether the resource is visible only to Resource Owners (and Resource Explorer Administrators from the same organization as the Creator Organization) or to anyone on the internet.

Recommended Audience: If you select an organization, then all users logged in to that organization will see this page after selecting "Audience" filter in Search Resources. "Guest Users" applies to non-authenticated users who are accessing the Resource and Data Exchange without logging in through their organization.

Edit Resource Details Overview

Resource Owners (and Resource Explorer Administrators at the organization listed as "Creator Organization") can edit any resource field using this form. See the Add Resource help section for more instructions around the specific fields of the form.

Any edits you make to resource will be reflected in the system immediately upon successfully saving it.

To edit Resource Access (Permissions, Recommended Audiences, and Visibility), select Cancel to return to View Resource and then select the edit icon next to Resource Access.

Edit Resource Access Overview

Resource Owners (and Resource Explorer Administrators from the organization listed as "Creator Organization") can control Resource Permissions, Recommended Audiences, and Visibility. Each access type is described below.

Edit Resource Permissions

Resource creators are "Resource Owners" by default and can assign other resource owners by adding their organizational email or removing current owners.

Resource Owners (and Resource Explorer Administrators from the organization listed as "Creator Organization") can see Resource Access information and can edit both Resource Details and Resource Access.

Edit Resource Visibility

Select "All Users" when you are ready for your resource to be visible to anyone online. Otherwise, select "Owners Only". Note that Resource Explorer Administrators from the organization listed as "Creator Organization" can see and edit all resources associated with their organization, even if you have not made those resources visible to "All Users".

Edit Resource Recommended Audience

In addition to making content visible to all users in the Resource Explorer, you can curate your content for specific audiences.

Besides users from your organization, which other groups are the intended audiences? This selection helps focus users' Browse experiences.

Groups you select below will see this page after selecting the "Audience" filter in the Resource Explorer search. Select "Guest Users" to curate content for people who are not logged in through an organization.

Delete Resource

Resource Owners will see an option to "Delete Resource". If selected, the system will prompt the Resource Owner to confirm the deletion. Resource Explorer Administrators from the organization listed as "Creator Organization" also have access to this functionality.

Click "Permanently delete this resource!" if you wish to continue with deleting the resource. Otherwise, click "Cancel" to cancel the deletion process. If you have erroneously deleted a resource, immediately request a consultation using the Help section to the left of the page.

Login

Some content and features in the Resource and Data Exchange are publicly available, while others require users to log in using their organizational credentials. For example, only logged-in users can add content and access privately permissioned content.

To log in, select your organization's logo or select "Continue as Guest" to return to the home page, noting that some features may be unavailable to you.

Once you've logged in with your organizational credentials, the session will last for 8 hours.

Five minutes before expiration, you can re-submit your active credentials by clicking the "Extend Session" prompt that will appear in the banner across the top of the page when you are within 15 minutes of an expired session.

If your organizational login has also expired (depending on the length of time determined by your organization), you may have to log in again.

Request a Consult

Email our team at rde_admin@virginia.edu to get help with using any part of this application. The email should be filled out with enough detail for the consultation team to determine which team member is best suited to assist with the issue or request. We will reply within one business day.