Using the Open Science Framework

Vicky Steeves | August 4, 2016

What is the Open Science Framework?

A free and open source project management tool that connects researchers to the tools they are already using to make management easier through the research cycle.

OSF Connections

Getting Started: User Profiles

Does everyone have an account at the Open Science Framework?

Does everyone have an ORCID?

Setting Up a Profile

At the very least, let's add your ORCID and your NYU affiliation by clicking "Edit Your Profile"

Setting Up Addons

Everyone, try adding an account of your own by clicking "Connect Account" next to an addon!

Setting Up a Project

Go to or just click "My Projects" on the top bar.

Click "Create Project" and fill in the form.

Don't be afraid of how blank it looks!

Let's Add Collaborators

Click "add" button next to the title of the page.

Search for the person to your right and add them!

Select Your Project Addons

Everyone, try adding one of your own!

Adding Your Addons

Authorizing Your Addons

Choose Your Folder


From here, you can:

  • See all files from OSF storage and any configured addons!
  • Drag and drop files into any kind of storage, OSF or otherwise!
  • Create folders in OSF storage for better organization!

Tagging Files

When you click on a file in OSF, it renders right in-browser. On the bottom right is the "tag" field, where you can enter whatever you want.

Try adding 2 tags to your file and compare with the person to your right!

Versioning Files

When you click on a file in OSF storage, you can also see and download all the versions of that file that have been uploaded.

THE CATCH! The file has to be uploaded with the same name!

Documenting with the Wiki

This also has a robust versioning! And you can compare versions side-by-side!

Best Practices with the Wiki

Use the "Home" page as a Table of Contents to stay immediately organized!

Wiki Exercise!

You and your collaborator take turns editing the wiki. Switch between versions and re-edit them. Decide on the best one after 3 tries!


Components are essentially "sub-projects" that can organized like a Russian nesting doll -- but I recommend only going 1 deep for your own sanity.

Components as Categories

You can organize components by collaborator permissions -- who has what access to it, or by type -- "Communications" or "Data" to denote what is in there.

Collaborating with Comments

You can also chat on the fly using the comments tab

Tag your collaborators so they get notified & respond quicker!

Collaborating & Documenting with Comments

DISCLAIMER: these go public when project/component goes public!

...but you can always delete them! And immediately restore it if it was a mistake ;)


You can share via a view-only link like Google Docs!

This is nice if you want someone to review your work without adding them as a collaborator.

Going Public

All OSF projects start private. We can make them public when we are ready and reap some benefits, like built-in analytics!


When you want to publish your final product, you register it. All the files are pulled into an archive on OSF storage, and the project becomes read-only.

You can get a DOI for this project, and include it in a "Supplementary Materials Section" of a journal article.

Where to Get Help

Me! I am an OSF Ambassador and can do 1-1 or small group sessions if you would like.

The Center for Open Science published help guides & FAQs linked on the OSF for you to take advantage of.

Thank you! Questions?

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