Differences

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--- rdms:workflows:start [2025/08/21 08:02] – burcu
+++ rdms:workflows:start [2026/07/29 11:49] (current) – rephrasing and spellchecking giulio
@@ Line 2: / Line 2: @@
 ====== Workflows in the RDMS ======
-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, specific workflows must be initiated. Please note that the Publication workflow is still under development and not yet available
+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:solution:projects|Creating a Project]]**: The RDMS Project environment is 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. Creating a project is the first step if you need to generate a data package (Archive) from your dataset.
+  * **[[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]]**: Use this workflow to request participation in 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.
-  * **[[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 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.**
-  * **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 where to find the Workflow page in the RDMS Web Interface. By clicking the Workflow icon in the sidebar menu, you will open a page displaying all projects to which you have access. These projects serve as the 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.
-\\
+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.
 {{ :rdms:workflows:rdms_workflows1.png?direct&1000 | }}
-Under the Projects drop-down menu, you can see all the projects you have created, joined, or requested participation in. By double-clicking on a project, you open the Project view within the Workflow page (see figures below). In this view, you can navigate between two tabs:
+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 available workflows for that project.
-  * The second tab displays the project status.
+  * 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.
+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 Workflow option wheel in the top corner allows you to perform specific actions, provided you have the appropriate permissions. More details on the available actions within each workflow can be found on the corresponding workflow documentation pages
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 {{ :rdms:workflows:rdms_workflows2.png?direct&1000 | }}
-\\
-{{ :rdms:workflows:rdms_workflows3.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.