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rdms:solution:projects [2024/03/26 09:11] – ↷ Page name changed from rdms:solution:managing to rdms:solution:projects jelterdms:solution:projects [2025/02/05 15:00] (current) – moved workflow figure to workflows section in the datamanager and adjusted link giulio
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 ====== Projects and Archives ====== ====== Projects and Archives ======
-{{ :rdms:solution:rdms_locations_concept_projects.png?800 |}}+{{ :rdms:solution:rdms_locations_concept_projects.png?direct&800 |}}
  
 The RDMS Project environment can be used to store data sets that are intended to be published. Therefore, datasets that are part of a publication such as an article, poster, book (chapter), thesis, conference proceeding and software should be stored in this area. Furthermore, stricter permission management and user roles exist compared to Team Drives. The reason for this is to make sure that the datasets that are converted to a project comply with quality requirements of becoming a publication. On the other hand, additional policies on the data can be implemented upon request by the users. An example of a policy would be: "Revoke access of participants after XX months".  The RDMS Project environment can be used to store data sets that are intended to be published. Therefore, datasets that are part of a publication such as an article, poster, book (chapter), thesis, conference proceeding and software should be stored in this area. Furthermore, stricter permission management and user roles exist compared to Team Drives. The reason for this is to make sure that the datasets that are converted to a project comply with quality requirements of becoming a publication. On the other hand, additional policies on the data can be implemented upon request by the users. An example of a policy would be: "Revoke access of participants after XX months". 
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 Once a project is completed, an archiving workflow can be initialized. During this archiving workflow, the data is checked by the responsible persons, is enriched with metadata, and finally put as a data package in a fixed state. Currently, RDMS does not have the functionality to publish these data packages. This user manual and the users will be updated once publishing becomes available.  Once a project is completed, an archiving workflow can be initialized. During this archiving workflow, the data is checked by the responsible persons, is enriched with metadata, and finally put as a data package in a fixed state. Currently, RDMS does not have the functionality to publish these data packages. This user manual and the users will be updated once publishing becomes available. 
  
-An RDMS Project is managed by a Project Admin, a Metadata Manager, and a Data Manager where the same person can hold all these roles. The Project Admin or the Data Manager manage the access rights to files and folders of the project. The Metadata Manager manages the project's metadata and verifies it during the archiving stage. Please refer to the [[rdms:webapp:archiving|archiving workflow]] section for more information about the archiving procedure and the roles of Project Admin, Metadata Manager and Data Manager.+An RDMS Project is managed by a Project Admin, a Metadata Manager, and a Data Manager where the same person can hold all these roles. The Project Admin or the Data Manager manage the access rights to files and folders of the project. The Metadata Manager manages the project's metadata and verifies it during the archiving stage. Please refer to the [[rdms:workflows:archiving|archiving workflow]] section for more information about the archiving procedure and the roles of Project Admin, Metadata Manager and Data Manager.
  
 ===== Creating a Project ===== ===== Creating a Project =====
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-Click on the {{:rdms:solution:plus_button.jpg?30|}} button in the top-left of the Data Management menu, and select the "New Project" option.+Click on the {{:rdms:solution:plus_button.jpg?direct&30|}} button in the top-left of the Data Management menu, and select the "New Project" option.
  
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 ==== Creating a Project from a Folder in the RDMS ==== ==== Creating a Project from a Folder in the RDMS ====
  
 Instead of creating a new project from scratch, it is also possible to select an existing RDMS folder, and create a project from it. Instead of creating a new project from scratch, it is also possible to select an existing RDMS folder, and create a project from it.
  
-To create a RDMS project from a folder, you have to first open the data management tab (see above). After clicking on the {{:rdms:solution:plus_button.jpg?30|}} button in the menu, select the "Project from Folder" option. A window will be opened where you can select a folder either from your Home Drive or Team Drive.+To create a RDMS project from a folder, you have to first open the data management tab (see above). After clicking on the {{:rdms:solution:plus_button.jpg?direct&30|}} button in the menu, select the "Project from Folder" option. A window will be opened where you can select a folder either from your Home Drive or Team Drive.
  
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 **Note:** If a Project is created from an existing folder, the content of that folder is automatically moved to the new project and an internal link is placed in the original location of the folder.  **Note:** If a Project is created from an existing folder, the content of that folder is automatically moved to the new project and an internal link is placed in the original location of the folder. 
  
 +==== Using RDMS Workflows with Projects ====
 +
 +The RDMS has a set of workflows designed to start from an existing project:
 +
 +  * **[[rdms:workflows:archiving|Archiving Workflow]]**: Start this workflow if the project is over and you want to freeze data in an archive.
 +  * **[[rdms:workflows:participate|Project Participation Request]]**: Start this workflow if you want to ask for access to an existing project. 
 +
 +To access these workflows, navigate to the sidebar menu and select the workflow tab as shown in the figure below. There, you can select which workflow you would like to start. From the workflow page, you can then select the project you want to run the workflow on. If you have the correct permissions, the workflow will start. The workflow page will guide you through each step you need to follow in order to complete the workflow.
 +
 +{{ :rdms:workflows:workflow1.png?direct&1000 | }}
 +
 +Alternatively, you can also start the archiving workflow by navigating to the project you wish to archive, then selecting the options wheel and starting the archiving workflow from there. Once again, you need the correct permissions to start the workflow. The RDMS web interface will redirect you to the workflow page, where you can then follow the steps mentioned above.
 +
 +For a more detailed description of each workflow, please read the [[rdms:workflows:start]] page on this wiki.