There may be situations where you want to create review steps for submitted content. These workflow steps aid in the process of quality control for your collections. Every time a new item is submitted to one of your collections, the quality control workflow begins. Workflows are created at the collection level by editing the collection and modifying the Assign Roles and Authorizations tabs tab.
Log in to Repository
Search for a Collection using the search bar on the DSpace homepage and select the collection you want to edit from the search results
From the Collection view, click on the pencil icon in the top right corner of the screen.
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The Edit screen contains tabs to modify different aspects of the Collection. Go to the “Assign Roles” tab.
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Assign Roles
Design your collection workflows by creating groups and assigning users (EPeople) or Groups. There are seven (7) roles that can be assigned for each collection.
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You can add EPeople to the group using the search field under the EPerson section.
Use the Metadata option to search for a registered DSpace user by parts of their name or email address.
You can add Groups to this workflow step by searching under “Add Subgroup.”
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Add users EPeople or Groups with the + box in the Remove/Add column.
Once a user an EPerson or Group is added, they can be removed by clicking on a red trashcan will be appear in the Remove/Add column, replacing the + box.
Continue these steps for each role you want to assign.
Note: Some roles have a Restrict button rather than a Create button. These buttons function the same way in creating a group for that role and allowing the user to add and remove EPeople to the roles.
Note: Subgroups have not been explored at this time. Information about subgroups and how they affect workflows will be added as it becomes available.
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Workflow roles are not retroactive. Once you set workflow steps or restriction groups, these rules will only apply to any new items that are added to a collection. |
Authorizations
Another way to establish a workflow is by navigating to the Authorizations tab from the Edit Collection page.
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From this tab, you are able to edit individual policies, edit the groups assigned to these policies, add new policies, or delete an existing policy from the list after selecting its radio button left of its ID column.
Editing or adding a new policy will take you to a new form page.
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More details about the required fields are defined on the LYRASIS Wiki.
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Administer Workflow
The “Administer Workflow” section of the administrative interface is an administrative tool that bypasses the regular workflow process, and allows Repository Administrators to access all items currently in any workflow queue. This allows Repository Admins to free up items hung up somewhere in the queue and reassign them.