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rdms:workflows:start [2025/02/05 15:12] – first draft of content giuliordms:workflows:start [2025/09/24 12:30] (current) – re-arranged text, changed some sentences, introduced a note in the end jelte
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 ====== Workflows in the RDMS ====== ====== Workflows in the RDMS ======
  
-The RDMS has a number of workflows defined for specific actions. As of the current state of the system in the current version, you have access to these workflows:+In addition to archiving data and sharing it with others via a Home Drive or a Team Drive, you can also freeze a dataset (for example, one used in a publication) and, if desired, publish its metadata. To achieve this, the RDMS offers specific, clearly defined workflows. The available workflows used in the RDMS are:
  
-  * **[[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]]**: Use this workflow to request participation in an existing project. 
-  * **[[rdms:workflows:participate|Project Participation Request]]**: Start this workflow if you want to ask for access to an existing project. +  * **[[rdms:workflows:archiving|Archiving]]**: Use this workflow once a project is complete and you wish to freeze a dataset by creating a data package. In the RDMS, this is referred to as an Archive. 
 +  * **Publication**: This workflow follows Archiving and allows the publication of metadata describing your dataset. **It is currently under development and not available to users.**
  
-The figure below shows you where to find the Workflow page in the RDMS Web Interface. If you click on the Workflow icon in the sidebar menu, you will open a pageview with a list of all the projects you have permissions on. These projects are your starting point for the archiving workflow.+**Note:** [[..:solution:projects|Creating a RDMS Project]] is the first step if you need to generate a data package (archive) from your dataset. Projects are intended for storing datasets that are planned for publication. Datasets associated with outputs such as articles, posters, book chapters, theses, conference proceedings, or software should be stored here. 
  
-{{ :rdms:workflows:workflow1.png?direct&1000 | }}+The figure below shows the default overview of the workflows page as well where to find the workflows in the web interface. In the default view, the workflow page will show all projects to which you have access.
  
-By double-clicking on a project, you can open the project view in the workflow page (see figure below). In this view, you can easily navigate between workflows related to the selected project and check their status. The option wheel on the top corner will let perform certain actions if you have the right permissions. More details on what you can do inside each workflow can be found in the specific workflow pages.  
  
-{{ :rdms:workflows:workflow2.png?direct&1000 | }}+{{ :rdms:workflows:rdms_workflows1.png?direct&1000 | }}
  
 +Under the "Projects" drop-down menu in the side menu, you can see all the projects that you are member of. Click on a project name to open its workflow pages. Currently two tabs available (see next two screenshots):
  
-====== Concept of Workflow ======+  * The first tab lists the status of the archiving workflows that were initiated for the selected project.  
 +  * The second tab displays the status of project participation request for the selected project. 
  
-The idea behind why we set up workflows.+The cogwheel button in the top-right corner allows you to perform workflow-specific actions, provided you have the appropriate permissions. More details on these actions can be found on the corresponding workflow documentation pages. 
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 +{{ :rdms:workflows:rdms_workflows2.png?direct&1000 | }} 
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 +{{ :rdms:workflows:rdms_workflows3.png?direct&1000 | }} 
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 +**Note:** Instead of selecting a RDMS Project and then switching between the workflow tabs, you can also click on "Archiving" or "Requests" in the left side menu. This will provide you with an overview about all available archiving and project participation workflows, independently of a specific project.