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Once you have your capsule running, you may find it useful to open this guide in an internet browser in your capsule so you can copy and paste commands. The short link for this page is: https://wiki.htrc.illinois.edu/x/TQFRAQ

Register for an HTRC account if you do not already have one. Read the guide for extended directions, or follow the steps in the link below.

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titleSign up for and sign in to the HTRC
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Sign Up and Sign In
Sign Up and Sign In


From the Analytics homepage, create a capsule by clicking on Capsule  on the top menu. You will be asked to provide information about the capsule you would like to create. This step also explains how to create or convert an existing Capsule to one with access to the full HathiTrust corpus, for HathiTrust members only. 

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titleCreate a capsule

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Create or convert a Capsule
Create or convert a Capsule


Start the capsule you created by clicking the Start Capsule button on the Capsules page.

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titleStart the capsule

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Start the VM
Start the VM


Interact with the capsule either via Remote Desktop viewer or Terminal viewer. 

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titleUse your capsule

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Interact with the capsule
Interact with the capsule


Alternatively, you can SSH into your capsule when it is in maintenance mode only. 

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titleSSH access in maintenance mode

First, you will need a public key. Click "Advanced Features" in the blue box to establish your public key at the bottom of your Capsules page.


You will be prompted for a key. If you do not yet have a public key set up, then entering one will establish your key. If you already have a key, resubmitting a response in this box with change your key.

You'll find the command to SSH into your capsule in the blue "Advanced Features" box on each capsule's status page.



Switch between maintenance and secure mode.

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titleSwitch capsule modes

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Switch capsule modes
Switch capsule modes


Share your capsule Research Data Capsule with up to 5 other researchers.

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titleShare capsule

Research Data Capsules can be shared with collaborators. From your capsule listing page, click on the Data Capsule ID for the capsule you would like to share.


Then, click the button that says Manage Collaborators.


You will be taken to a new page, where you can input the email address for the user you would like to add.


The email address must be the one associated with their HTRC Analytics account or you will get an error.


When you successfully add a collaborator, that user's information will appear in the table of collaborators. By default, they will have the role of Contributor. Contributors can access the capsule and interact with it in its current state. You will have the role of Owner-Controller.


Before the new Contributor can access the capsule, they will need to agree to the Data Capsules Terms of Use. You will also be unable to delegate control of the capsule to them until they have agreed.

Once they have agreed to the Terms of Use, you can choose to make them a Controller of the capsule by clicking the "delegate control" button.



Once complete, you'll find that their role has changed to Controller. Only the Controller can start, stop, and switch the modes of the capsule. (The Owner-Controller likewise can do these tasks.)


Your role has changed to Owner. The owner can delete the capsule and revoke control from the Controller. Click on the "revoke control" button to resume Owner-Controller status.



Now the collaborator again has the role of Contributor and you are Owner-Controller.


If you no longer want to share your capsule with a user, click the red 'X' button.



When they are removed, you'll see the collaborators table has returned to displaying only you as associated with this capsule.



Bring text data into your capsule.

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titleGet data

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Fetching Volume OCR Content in HTRC Data Capsule (Secure Mode)
Fetching Volume OCR Content in HTRC Data Capsule (Secure Mode)


Perform your analysis. You can follow the Use Case guides for examples of how to perform text analysis in the capsule. 

If you will need more than one session to complete your research, save your interim data to the Secure Volume.

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titleSave data to Secure Volume

Save data to the Secure Volume

Make sure your capsule is in secure mode (see directions above if needed).

Open a terminal window in the capsule and navigate to the secure volume by typing:

Code Block
cd /media/secure_volume



Between sessions, stop the capsule via the HTRC using the web browser on your personal desktop. The next time you log in, you can restart the same capsule and continue your work.

When you are finished with your research, request to export your non-consumptive results. 

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titleExport non-consumptive results

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Finishing Up
Finishing Up

When you no longer need it, delete your capsule via the HTRC. 


Questions?