Pure University: Client Certification ProgramPure University: Client Certification Program

Module 1: 

Getting started with Pure

This is an introduction to Pure itself, with a high level overview and basic terminology.

By completing this module, you will:

• Know what Pure is  
• Know how Pure can help you and your institution 
• Understand core terms and concepts 

Module 2: 

Supporting researchers with Pure

Gives an overview of how you can support your researchers by giving insight into Pure from their perspective.

By completing this module, you will:

• Get to know what a Personal user is in Pure. 
• Know which features are available for a Personal user. 
• Understand where data comes from. 
• Learn how to support inside Pure. 
• Be familiar with user logins/synchronization. 
• Consider how much you want researchers to be involved – are they in charge of all theircontent, or just parts of it?

Module 3: 

Adding and managing data in Pure

An in-depth explanation of how to add content, manage workflow, import sources etc.

By completing this module, you will:

• Be able to add content in Pure  
• Understand what content metadata is   
• Know how to search and use filters in Pure 

Module 4: 

Managing your master data in Pure

Maintaining a consistent level of data quality is beneficial for a number of reasons. This course will provide insight into how to address this task in different ways.

By completing this module, you will know:

• What it means to manage your master data in Pure.  
• What it means to enrich your metadata. 
• How to quality assure your data in Pure. 
• How to set up and use validation and disclaiming methods in Pure. 

Dashboards can provide key data/metrics about your institution. Here you can learn how to utilize Dashboards to build the overview you need.

By completing this module, you will be able to:

• Create, edit, and utilize various types of widgets on your dashboard
• Utilize fixed and collaboration dashboards
• Create, edit, and customize dashboard
• Manage dashboards using ‘settings’ and ‘maintain dashboards and widgets’

Module 1: All about cron jobs

Cron jobs are doing periodic tasks with content in Pure. Monitoring the job performance and job logs are important for having your Pure running smoothly and keep it in a healthy state. 

By the end of this lesson, you will be able to:

• Define cron jobs in Pure
• Set up a recurring cron job
• Remove a job from the schedule
• Automate cron job schedules
• Run a cron job manually
• Troubleshoot job results using job logs

Module 2:

Understanding the result logs

Each cron job will end up with a job log. This log is created during run, or some times after the job is done, and it will detail the outcome of the run. 

By the end of this lesson, you will be able to:

• Interpret result logs in Pure
• Navigate the log entry details area
• Interpret missing job logs
• Export job log results
• Explain job summaries and job configuration

Module 3:

Jobs for maintaining/checking Pure data

This lesson provides an overview of most the of cron jobs that Pure relies upon to function correctly. Most of these jobs should be set up on your server as part of the Pure implementation process, but it is worth taking a moment to check your server to confirm they are running as expected. 

By the end of this lesson, you will be able to:

• recognize key cron jobs
• check that their recommended run frequency matches your setup.
• know what to expect from the job.
• explain best practices for key cron jobs on your Pure instance

Module 4:

System messages and status emails

As a Pure Administrator, it can be useful to notify users about upcoming events that may affect them, e.g. upgrades, interruptions or new features. In addition, messages to users notifying them about awaiting tasks can be sent by Pure. System messages and summary emails are used for this purpose.

By the end of this lesson, you will be able to:

• Compose a system message
• Select which messages and task notifications you want to receive

Module 5: 

Privacy and personal data

By the end of this lesson, you will be able to:

• Configure Pure's data retention policy for your institution
• Configure data cleanup in Pure

Module 1:

Introduction to search navigation

As the amount of content in Pure grows, mastering the search functionality becomes increasingly important. And while the search and find need may mostly be limited to only lookup of single pieces of content for inspection or further quality assurance, it is valuable to know what differences can be expected when searching in Pure.

You can start a search from one of these two search bars:

1. Global search bar
2. Content search bar

Each search bar offers different ways of submitting search queries, and refining search results. You will be advised which search bar that may suit your need the best depending on the purpose.

And if you are not getting exactly what you need, this course also offers some options to consider for better or more accurate search results.

Module 2: 

Search strategies

Knowing the difference between the two search bars makes it easier to select the most appropriate search strategy. A simple search using one or only a few search terms can often be effective. However, if you cannot find what you are looking for, Pure offers additional options:

• Advanced search
• Field search 

In this lesson, we will cover these search options in more detail.

Module 3:

Troubleshooting and configurations

We've all experienced situations where we couldn't find what we were looking for, despite being confident that it exists in Pure. Or search results gives us unexpected results.

This lesson will list some considerations to keep in mind when you encounter such issues, aside from rephrasing your search query or checking for misspellings. 

Module 1: 

Reporting roles and data tables

Reports help institutions answer important questions about their organization. All content types in Pure are available to be analyzed and viewed alongside their relationship with other content types.

After completing this module, you will be able to:

• Understand roles in reporting
• Build data tables using columns
• Present data dynamically
• Analyze report data at a granular level

Module 2: 

Data stories, sharing, exporting, and importing workspaces and specialized reporting

Converting your data tables into visual stories, or data stories, is a great way to highlight data and build upon the information gathered within the data table. This functionality can be used to view different values in several ways, and, as a result, provide you with stories about your data you otherwise might not have seen with just your data table.  

The ability to share reports is also valuable and allows users to share their findings and report structures with others (with applicable reporting user rights). In this manner, reporting allows you to export report definitions (structures), import them or share workspaces.  

After completing this module, you will understand how to:

• Build a data table to create visuals called data stories
• Save, share, export and create snapshots of your reports
• Use certain specialized driver content for advanced reporting