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ICT:Workflow: Difference between revisions

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Adaptation to new situation with dashboard and automatic numbering
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== Creating Structured Pages ==
== Creating Structured Pages ==


=== Heritage Objects (HO:) ===
=== Heritage Objects (Heritage:) ===


Steps:
Steps:
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# Use the HeritageObject form
# Use the HeritageObject form
# Enter required metadata
# Enter required metadata
# Select elements for automatic numbering
# Save the page
# Save the page
# Review stored data via queries if needed
# Review stored data via the provided dashboard


Direct editing of HO pages without forms is discouraged.
Editing of Heritage: pages goes through the dashboard. Heritage: pages are for internal viewing.


=== Digital Assets (DA:) ===
=== Digital Assets (Asset:) ===


Steps:
Steps:


# Upload file(s) (club members only)
# Create an Asset: page using the Asset:Dashboard
# Create a DA page using the DigitalAsset form
# Select elements for automatic numbering.
# Link files to the DA
# Filenames ares the same as the automatic name for Assets.
# Link DA to one or more HO pages
# Link files to the DigitalAsset
# Optionally define parent/child relationships between DAs
# Link the Asset to one or more Heritage: pages
# Optionally define parent/child relationships between Assets


DA pages are internal and not intended for public viewing.
DA pages are internal and not intended for public viewing.
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== File Upload Workflow ==
== File Upload Workflow ==


# Upload file to File: namespace
# Files are uploaded via DigitalAssets pages.
# Verify file name and format
# File name and format
# Add file reference to a DA page
# Add file reference to a DA page
# Do not embed internal files on public pages
# Do not embed internal files on public pages

Revision as of 10:05, 9 February 2026

Operational Workflow

This page describes how data, pages, and media are created, edited, and published.

It focuses on practical day-to-day workflows.

General Workflow Principle

Work proceeds in phases:

  1. Internal research and structuring
  2. Review and validation
  3. Public publication

Internal work may be complex and incomplete. Public output must be stable and curated.

Creating Structured Pages

Heritage Objects (Heritage:)

Steps:

  1. Use the HeritageObject form
  2. Enter required metadata
  3. Select elements for automatic numbering
  4. Save the page
  5. Review stored data via the provided dashboard

Editing of Heritage: pages goes through the dashboard. Heritage: pages are for internal viewing.

Digital Assets (Asset:)

Steps:

  1. Create an Asset: page using the Asset:Dashboard
  2. Select elements for automatic numbering.
  3. Filenames ares the same as the automatic name for Assets.
  4. Link files to the DigitalAsset
  5. Link the Asset to one or more Heritage: pages
  6. Optionally define parent/child relationships between Assets

DA pages are internal and not intended for public viewing.

Managing Relationships

Many-to-many relationships are handled using:

  • Cargo subtables
  • Repeatable form sections

Examples:

  • Object–Person relationships
  • Object–Set memberships

Relationships are always edited in the context of a parent page.

File Upload Workflow

  1. Files are uploaded via DigitalAssets pages.
  2. File name and format
  3. Add file reference to a DA page
  4. Do not embed internal files on public pages

File uploads are restricted to club members.

Public Publication Workflow

Publication is a deliberate act.

Typical steps:

  1. Identify content ready for publication
  2. Create or select a public file derivative
  3. Embed the public file on a page in the Main namespace
  4. Verify that no internal files are referenced

Internal DA pages remain private.

Schema Evolution Workflow

Changes to structure follow this order:

  1. Update Cargo table
  2. Save Cargo page to activate changes
  3. Update Page Schema if needed
  4. Regenerate forms if required
  5. Test with sample data

Never change schema directly in the database.

Error Handling

If data does not appear as expected:

  1. Check Cargo table definition
  2. Check that the Cargo page was saved
  3. Check form-to-field mapping
  4. Check namespace and category constraints

Status

This workflow is considered stable but may evolve.