Research Modes — Beginning, Intermediate & Advanced

A Guide for Researchers

What are research modes?

The research portal can show you a little or a lot, depending on how you work. The Research mode selector — at the top of the research sidebar — switches between three views:

• Beginning — the core essentials, for a clean, uncluttered start.
• Intermediate — adds the everyday working tools.
• Advanced — reveals everything the portal offers.

Switching mode only changes what is shown. Nothing you have created is ever removed or hidden permanently — raise the mode again and your tools reappear.

You can change mode at any time from the "Research mode" dropdown in the sidebar; the page reloads so the new set of links takes effect immediately.

Beginning

Who it's for: new or occasional researchers who want to create a simple project and collect a few key items quickly.

You'll see the essentials: My Workspace, My Projects, Evidence Sets, Training, Bibliographies, Saved Searches, Book Reading Room, Notifications, and My Profile.

A typical first workflow:

1. Create a Project (title + a brief abstract).
2. Import a few references into a Bibliography.
3. Upload one or two sources and save them to an Evidence Set.
4. Make notes as you go.
5. Export a bibliography for your draft.

Intermediate

Who it's for: researchers running ongoing projects that need structured evidence capture, drafting and project management.

Adds the working tools on top of Beginning: Team Workspaces, Research Journal, Data Management Plans, My Reports, Annotation Studio, Source Assessments, Document Templates, and Reproduction Requests.

A typical workflow:

1. Set up your project metadata and a Data Management Plan.
2. Ingest and tag sources; capture bibliographic metadata.
3. Record claims with supporting evidence and link your sources.
4. Draft as you go and keep a Research Journal.
5. Request reproductions of the items you need.

Advanced

Who it's for: power users preparing publication-ready, reproducible outputs with cross-fonds analysis and impact tracking.

Reveals everything, including: Journal Builder, Where to Publish, Lecture Builder, Validation Queue, Entity Resolution, and ODRL Policies.

A typical workflow:

1. Finalize manuscript sections and review any AI-assisted drafts.
2. Resolve flagged conflicts via the Validation Queue.
3. Run a cross-fonds query and review your analytics.
4. Apply ODRL rights policies to your outputs.
5. Publish through the Journal Builder and track impact.

Quick tips

• Pick the mode that fits the task — you can move up or down at any time.
• Start in Beginning if the sidebar feels busy; move to Advanced when you need the full toolkit.
• The Research mode guide card on My Projects shows the three modes side by side, with your current mode highlighted.
• Changing mode is per-researcher — it doesn't affect anyone else.