How to get started

How to get started
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authorPerson or organizational unit that created this work.<br>Definition: Creative Work	Samson Yuxiu Lai

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Welcome to the Battery Knowledge Base (Battery KB). This guide assumes no prior knowledge to wikis or ontology, the two main technologies the Battery KB is built upon. The guide will first direct you through some basic actions before giving a more theoretical explanation of how the Battery KB works. First, you need to make an account.

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Video tutorial for getting started with the knowledge base

How to create an account

1. You need an account to make changes to the Battery KB.
2. Click on the lower left "profile" icon and click Log in. You will be presented with a Username and Password field.
   1. If you have an ORCID as a researcher, then you can use that to set up your account. Your ORCID will become your username. Click the "Login with your ORCID Account" button and follow the instructions. (You will need to log into ORCID and then authorize the Battery KB to have access to your ORCID account information.)
   2. Afterwards, each time you need to log in again, click the same ORCID login button.
3. If you don't have an ORCID, you need to make an ORCID account. Unfortunately, there is currently [as of 2024-08-15] no other automated option to obtain an account without ORCID. Sorry!
4. Finished! Once you are logged in, clicking on the "profile" icon in the lower left will open up a new menu with more options, including a link to your user page, preferences, contributions, and logging out.

How to change your username from your ORCID to a real name:

You'll notice that your ORCID has become your user name, which is not useful for others to know who you are.

1. Click on the lower left "profile" icon and click Preferences.
2. Under Basic Information, there is a field called "Real name:". You can type in the name which best identifies you.
3. Scroll to the bottom and click Save.
4. Finished!

How to make yourself a User Entity in the Battery KB (not the same as above):

You are now a proper user for editing the Battery KB, but you also need to exist as an User Entity in the Battery KB. This page object reflects who you exist as in reality.

1. Go to this page: Category:User
2. At the top, click + Create.
3. Fill in the parameters where relevant and required. At a minimum, first name and last name. Note: you might not be able to find your organization yet. Don't worry, if so, that's an exercise for later.
4. Save your entity by clicking Save in the top right!
5. If you're still having trouble, you can watch this video tutorial.

How to add your User Entity to a project:

As a User Entity in the Battery KB, you can now essentially tag or define yourself in relation to other objects. For example, try finding your Battery 2030+ project and adding yourself as a Member to that project by doing the following steps.

1. Find your project. You can use search or this Category: Category:Project
2. Click on that Project's name to find their entity page.
3. At the top, there are two edit buttons: Edit data and Edit.
   1. Edit data: this allows you to modify the parameters of the project entity. Essentially, it allows you to update the project's relationship to other objects, such as you being a member of the project.
   2. Edit: this allows you to modify the information displayed on the project's entity page, like Project Overview.
4. Click on Edit data and scroll down to find the Member info box.
5. Click the + sign to add a new node.
6. Type in your name in the search box and click on the right entry from the search suggestions.
   1. Troubleshooting: if you can't find your name, that means you didn't create yourself as a User Entity first. You need to do that before adding yourself to a project. No, you cannot simply type in your name for now.
7. Click Save.
8. Finished! Note: it may take some time for the changes are reflected on the page. You can try refreshing and purging the cache by using Shift+F5 (on Windows).

How to add your User Entity to an organization:

You can add yourself to an organization (typically, your employer but also other types of organizations like departments or smaller units like research groups). But this is done differently from adding yourself to a Project.

1. Find your organization. You can use search or this Category: Category:Organization.
   1. Does your organization not exist? We can solve that by creating your organization as an Entity in the Battery KB. Firstly, we should know what kind of organization you belong to. We have the following existing categories:
      1. Research Organization: research institutes that are not education-focused Category:ResearchOrganization
      2. Educational Organization: universities and such Category:EducationalOrganization
      3. Corporation: industrial organizations Category:Corporation
      4. Organization: a general category for things that don't fit in the above Category:Organization
      5. Go to the category your organization most fits and click +Create on that page to create a new Entity, just like you did for your User Entity.
      6. Fill in the usual information. Note that acronyms go under the field Short Name(s). But this parameter field doesn't show up by default.
         1. Click the "select properties" button at the top.
         2. Scroll down to find the "Short name(s)" field and click the checkbox. Click outside of the small menu to close it.
         3. A new field box named "Short name(s):" is now in the Data-Editor window.
         4. Click on the + to create a node and type in the acronym/short name of the organization.
2. If your organization already exists, click on that organization's name to find their entity page.
3. At the top, there are two edit buttons: Edit data and Edit.
4. Click on Edit data and scroll down to find the Member info box.
5. Click the + sign to add a new node.
6. Type in your name in the search box and click on the right entry from the search suggestions. You can't just write your name, you need to find your User Entity to add.
7. Click Save.
8. Finished! To review: to add your Organizational affiliation, go to your User Entity and add it there. To associate yourself with a Project, go to the Project Entity and add yourself to the Member field there.
9. Should you use Member vs. Member of in the Project Entity
   1. Member: if you want to associate yourself or your institutional affiliation with a Project, note that you go to the Project and Edit data there, not Edit data on your User Entity. That field simply doesn't exist for a User Entity. Ontologically speaking, Members/User Entities are a part of a Project, but the reverse isn't true: Projects are not a feature or parameter of any User Entity.
   2. Member of: If your organization belongs to a larger organizational unit, then you can edit your organization's entity page to show that it is a Member of the larger organization. If you put the organization as a Member of the project (this shouldn't be allowed anyway, but you may be confused as to why), it means your project would own your organization (which probably isn't true). However, a Project might be a Member of a larger family of projects.

How to understand the Battery KB:

You should now have a proper User Entity, which has both a Project and an Organization Entity to which it is related as a Member. At this point, it's good to explain how the Battery KB works.

1. The Battery KB is a "wiki" very much like Wikipedia in the sense that every page is open for editing by all Users.
2. The Battery KB is not like Wikipedia because of its underlying ontological framework. This makes is harder for Users to understand how to edit and contribute compared to Wikipedia.
3. What is ontological framework? Simply put, this means essentially that everything is classified as a categorical entity with defined relationships to other objects, and nothing should exist outside of this framework.
4. That means, compared to other wikis where you might simply create a page by writing on a blank slate and then link it to other places, you first instead go the Category to which that Entity would belong and create it from there along with defining some of its necessary traits.
   1. Example: if I wanted to create a page for myself in Wikipedia, I would create an article called Samson Y. Lai, and then write my biography and click Save. However, unless another Wikipedia article links to my article or vice versa, my article would essentially be orphaned and difficult to find except by explicit search. A person or bot editor would also later need to manually add Categories, such as "Person" and "Scientist" and "American", which can be tedious to assign or difficult to define.
   2. Conversely, in the Battery KB, to make a page which represents me, I go to the Category called User and create a new User Entity. This User Entity is an object that has pre-defined parameters, such as name, role, location, and relevant relationships to other Entities (e.g., Organization). In this way, the parameters are consistently used by all objects (no issues of "Person" vs. "Persons" vs. "person", etc.).
   3. This approach also applies to any other new Entity: first find the Category that Entity would belong to, then create it using the + Create button and fill in the important parameters.
   4. For advanced users: some relationship parameters are pre-defined, but it is possible to add new parameters to a whole category. This should be done in consultation with those involved with curating the ontological infrastructure so as to be consistent and organized.
5. Why have an ontological framework?
   1. An ontological framework means that all of the information is both human-readable and machine-readable. This enables both humans and AIs/algorithms to sort and understand the data better by understanding what kind of data it is and how it is related to other data.
   2. Having an ontological framework also means that data isn't "loose" and lost as some uncategorized piece. Remember: everything is classified as a categorical entity with defined relationships to other objects, and nothing should exist outside of this framework.
   3. The design of the Battery KB forces specific fields to link to an Entity instead of simply having a free-text field. This helps prevent data from existing outside of the ontological framework. This is why you can't simply write your name, but you must rather create yourself as a User Entity and insert that User Entity as belonging to a Project. In this way, it is always uniquely you who is chosen as related to something (and it won't be misspelled).
   4. Ontology and ontological frameworks have already been proven to be an effective method of sorting information and is already in use in search algorithms, such as Google's.
6. If you want a deeper technical dive into how the Battery Knowledge Base works as a platform and its underlying technology, you can read more about it here: About this platform.

How to add a new entity on the fly:

So you've created an Entity or two under the Categories. But, maybe you had some trouble putting in Entities that don't exist yet because this wiki is in its early stages of creation. It can be a hassle to start creating a new Entity, like a new User, only to find that you want to link to other Entities that don't exist yet, like a new ResearchOrganization.

1. Go to Category:Organization and find your organization.
2. Let's say you want to type in the country of your organization in the Country field, but that specific Country doesn't exist as an Entity in Battery KB yet.
   1. The system won't let you type a country name that isn't an existing country entity. Remember: nothing exists outside of the ontological framework.
   2. But now that you know how to create an entity, you could go the Category for the Country and click + Create on it. However, there's a faster method.
   3. Next to the field, click on the blue icon with two interlocked squares and a + icon in one of the squares.
   4. This will automatically take you a new Data-Editor pop-up box as if you hit + Create for that Category. You can now type in the name of the country in the Text parameter field. Tip: If you're ever confused about which Data-Editor box you're in, just look at the top of the box.
   5. Click Save at the top right, which will create the new Entity and bring you back to the first Data-Editor pop-up box.
   6. Now type in the Country field the name of the Country Entity you just created. It may take a moment to show up. Try typing slowly.
3. Click Save in the top right of the Data-editor window.
4. Finished! Next step: improve the quality of your User Entity. Here is an example a good quality User Entity: Simon Clark.

How to contribute to the Battery KB

OK, now you should be set up with the basics of a user account and understand the basic mechanics of how the Battery KB is built. Now, you want to start making real contributions to the content. Here are some how-to guides for specific actions when creating wiki content.

How to make a link:

A good wiki links relevant terms to their respective pages elsewhere in the wiki. This makes it very easy for a reader to learn more about an unfamiliar term. This is called a wiki link.

1. Highlight the text that you want to link.
2. Click the Link button at the top in visual editor or press Ctrl+K to open a dialog box.
   1. Internal Link refers to Objects and Entities on the Battery Knowledge Base. When you type here, the system will suggest potential Entities.
   2. External Link refers to URLs for the rest of the internet (e.g., www.google.com).
3. Click save on the dialog box, then Save Changes on the page to finalize the link.

How to add an image

First, before you attempt to add an image, you have to again understand that everything in this wiki exists on an ontological framework. Just as you can't type in a person's name into a parameter field as text without making them first a User Entity, you can't simply upload an image to an article or entity as it is. The image has to exist as an Entity, too. But, as you also learned above, you can create this entity on the fly.

1. At the top of the bar, click Insert -> Insert Images and media.
2. Under Media elements, click the + button to add a parameter field.
3. Click the blue button to "Create a new element in a separate dialog". This will allow you to upload the image as a Wiki File Entity, save it and then come back to your original image insertion to link it to the article.
4. At the top of the new dialog box Data-Editor, it should say Wiki File.
   1. Add in filename (this is required).
   2. If necessary, add in a description of the image. This can be thought of as the caption of the image (but it won't display as such automatically).
   3. Upload the image file in the File field or use Drag & Drop.
   4. Click Save in the upper right. This will return you to the Multimedia Data-Editor box.
   5. Your picture should now either be in the Search field. If not, try typing in the name you gave the image.
   6. A preview of the image should display.
   7. You can also add text into the Description field, which is displayed below the image element.
   8. If you want to use an image file which is already uploaded to the Battery KB, change Search from Attached File to Any File. The search field text will now search the entire Battery KB.
   9. When you're finished, click Save at the upper right to insert your image file.
   10. Click Save changes... in the top right of the page to finalize your edit to the Entity.

How to add a table:

1. At the top of the visual editor, click Insert -> Table.
2. A table will automatically be created. A pop-up helper window will allow you to delete the whole table or modify its properties.
3. To modify an individual cell, double-click on the cell.
4. To insert, move, or delete a column, left-click on the V symbol at the top of your column.
5. To insert, move, or delete a row, left-click on the > symbol at the left of your row.
6. The table will automatically adjust the width of its columns and height of its rows based on the amount of text contained in the cells.
7. You can adjust some other properties, like making the table collapsible or sortable by clicking on the table and then clicking Properties on the pop-up at the bottom.
8. You can delete the whole table using the same method as Step 7 and clicking Delete.
9. Remember to click Save changes... at the top right to save your table.

How to start a new article:

1. There are both Article and Tutorial categories to make new entities of.
   1. Article Article
   2. Tutorial Tutorial All tutorials are a subcategory of Article.
2. Go to the category and click the + Create at the top.
3. Here's a tutorial about how to create articles How to create a new article

How to find out where to start contributing

You are now hopefully feeling confident about your abilities to navigate and work on the Battery KB. Where should you get started on working? The following Article Categories will be the main body of information of the Battery KB.

• AbstractKitMaterialCategory Category:AbstractKitMaterialCategory
  • A supercategory containing narrower categories like Active Materials, binders, and addtives. Each category would then contain an item like NMC532 or graphite.
• Process Parameters overview: Article:Process Parameters Overview
  • Variables which influence battery cell fabrication.
• Measurement Techniques overview: Article:Measurement Techniques Overview
  • Methods to measure either Process Parameters or Key Performance Indicators.
• Key Performance Indicator overview: Article:KPI Overview
  • Metrics which are used to evaluate the quality of a battery cell.

Each of these contains hundreds of articles that are currently empty and need filling and defining. For example, you can start with picking a measurement technique you know and explaining how it works. Feel free to take information from Wikipedia to get started.

How to help cultivate a good wiki culture:

1. If you've never edited Wikipedia before or worked on any other kind of wiki, reading the introduction and basic five pillars of this page are extremely helpful to understanding what a successful wiki culture requires: https://en.wikipedia.org/wiki/Wikipedia:A_primer_for_newcomers. In essence, Wikipedia has already developed processes and procedures that solve a lot of common problems and the Battery KB doesn't need to completely reinvent the wheel. The Five Pillars as adapted for Battery KB should be:
   1. The Battery KB is a knowledge base.
   2. The Battery KB requires a neutral point of view.
   3. The Battery KB is free content that anyone can edit and distribute.
   4. Contributors to the Battery KB should always be polite and respectful to each other.
   5. The Battery KB (thus far) does not have firm rules beyond these Five Pillars.
2. These are important to the sustainability of a community but presently, the community on the Battery KB is very small and new rules or policies will be developed over time as it grows.
3. There are also a few mental attitudes I found helpful to adopt:
   1. Be bold. Wikipedia encourages people to be bold in contributing, because you have the power to fix it yourself instead of just talking about it.
   2. You can't break it. Every wiki, including the Battery KB, generally can't be broken by a user contributing to it. Every edit is recorded and can be undone if necessary. Contributions also don't need to be perfect, as others can come and fix honest mistakes. Use the preview if you want to test something out and see what it looks like.
   3. Assume good faith. Act with the assumption that contributors are actively trying to help the Battery KB, not harm it even if their actions appear harmful.

How to help with the organizational effort:

Presently, the Battery KB is in its early stages of creation and cannot rely solely on the organic type of growth that helps make Wikipedia a success. Instead, we need to have a targeted and coordinated effort to create a critical mass of knowledge and usefulness that attracts outside users organically.

1. If you have learned something difficult, write a how-to guide to help others learn that skill.
2. Get in touch with the administrators if you have advanced coding experience which can help with implementing the ontological framework on the backend.

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