Differences

This shows you the differences between two versions of the page.

--- rdms:workflows:start [2025/02/07 09:48] – added second section "Why Workflows?" giulio
+++ rdms:workflows:start [2026/07/29 11:49] (current) – rephrasing and spellchecking giulio
@@ Line 2: / Line 2: @@
 ====== Workflows in the RDMS ======
-The RDMS has a number of workflows defined for specific actions. As of the current state of the system, you have access to these workflows:
+The RDMS provides specific, clearly defined workflows for performing certain data management or administration tasks directly within the system. The workflows currently available 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 or grant participation in an existing project depending on your role.
-  * **[[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 to freeze a dataset by creating a time-stamped data package. In the RDMS, this is referred to as an Archive.
+  * **Publication**: This workflow is a follow-up on the Archiving workflow and allows the publication of metadata describing your dataset in the DataverseNL repository. **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:** [[rdms:solution:projects|Creating an 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 as the location of workflows within 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:rdms_workflows1.png?direct&1000 | }}
-{{ :rdms:workflows:workflow2.png?direct&1000 | }}
+Under the "Projects" drop-down menu in the side menu, you can see all the projects that you are a member of. Click on a project name to open its workflow pages. Currently, two tabs are available (see the next two screenshots):
+  * The first tab lists the status of the archiving workflows that were initiated for the selected project.
+  * The second tab displays the status of the project participation request for the selected project.
-==== Why 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.
-The RDMS Web Interface groups a certain set of actions into workflows. It is possible to perform the same task by using the command line interface (CLI) with iCommands installed. Using workflows in the Web Interface allows our users, however, to follow a step by step process with helpful notifications and explanations along the way.
+{{ :rdms:workflows:rdms_workflows2.png?direct&1000 | }}
+{{ :rdms:workflows:rdms_workflows3.png?direct&1000 | }}
+**Note:** Instead of selecting an 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 of all available archiving and project participation workflows, independently of a specific project.