Tips for the Knowledge Pool
To assist with common issues you may encounter while working with the knowledge pooling tool, and more specifically with its web UI, we have compiled some tips and common errors related to the pool.
Tips
- 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.
- Submitting records will only be possible using a valid access token; the token can be entered by navigating to “Settings” (gear icon) and then pasting your token in the “TOKENS” tab.
- When editing records, you can hover your mouse pointer over field labels to display help text describing expected values and controlled vocabularies.
- 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:
- Try entering full names instead of abbreviations.
- If an item is not found in one language, try searching its English version.
- Some items might also be searchable by a persistent identifier (e.g., ORCID, DOI, ISSN).
- Wait a few seconds for choices to populate before creating a new record; search results may take time to load.
- 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.
Common errors
- Authorization issues: If the access token you are providing is incorrect or does not have appropriate permissions, the interface may display one or more of the following errors during metadata retrieval or submission:
- 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.
- Internal errors: If there is an unexpected error during metadata submission, the submission interface will report technical information. Please contact the Q02 project team and copy the entire error message.


