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--- hortus:appendix:quick_reference [2026/04/01 17:26] – created savino.frisardi
+++ hortus:appendix:quick_reference [2026/04/07 15:17] (current) – savino.frisardi
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-====== hortus:appendix:quick_reference ======
-===== Quick reference =====
+===== Appendix A. Quick reference =====
-This section provides a fast guide to common tasks in HORTUS.
+Use this appendix as a rapid reminder of where common tasks live and how the main HORTUS terms are used in this manual.
-Use it when you:
-  * know what you need to do
-  * want to quickly locate the right feature
-  * need a shortcut to the correct section of the manual
 ----
@@ Line 15: / Line 8: @@
 ===== Where to go for common tasks =====
-^ Task ^ Where to go ^ Related section ^
+^ Task ^ Go here first ^
-| Register or sign in | Access / login page | [[hortus:start|Start Here]] |
+| **Find a research output or dataset** | Marketplace |
-| Activate contributor role | Contact service desk | [[hortus:start|Start Here]] |
+| **Search broadly across multiple entity types** | Global Search |
-| Navigate the platform | Top menu and search | [[hortus:navigation|Navigation]] |
+| **Find a collaborator or evaluate a researcher profile** | Experts |
-| Search for content | Global Search or module filters | [[hortus:navigation|Navigation]] |
+| **Understand a research initiative and request to join it** | Projects |
-| Browse research projects | Projects module | [[hortus:discover|Discover]] |
+| **Register for an event or check its schedule** | Events |
-| Find experts | Experts directory | [[hortus:discover|Discover]] |
+| **Publish a resource and track moderation status** | Marketplace + My Contributions |
-| Explore resources | Marketplace | [[hortus:discover|Discover]] |
+| **Organise private or shared working files** | My Workspace > My Folders |
-| View events | Events module | [[hortus:discover|Discover]] |
+| **Create or manage metadata formats** | My Workspace > Metadata Management |
-| Read announcements | News module | [[hortus:discover|Discover]] |
+| **Export or disseminate a research output** | Marketplace detail page + dissemination actions |
-| Update your profile | User menu → Profile | [[hortus:profile|User profile]] |
+| **Read manuals or report a problem** | Support |
-| Import data from ORCID | Profile settings | [[hortus:profile|User profile]] |
-| Contact another user | Messaging | [[hortus:communication|Communication]] |
-| Ask questions about content | Page discussions | [[hortus:communication|Communication]] |
-| Follow updates | Follow / notifications | [[hortus:communication|Communication]] |
-| Save items | Favourites | [[hortus:communication|Communication]] |
-| Access personal files | My Workspace | [[hortus:workspace|Workspace]] |
-| Create folders | My Workspace → Folders | [[hortus:workspace|Workspace]] |
-| Upload documents | Folder view | [[hortus:workspace|Workspace]] |
-| Share files | Document or folder actions | [[hortus:workspace|Workspace]] |
-| Create a resource | Marketplace → Create | [[hortus:publish|Publish]] |
-| Create a project | Projects → Create | [[hortus:publish|Publish]] |
-| Create an event | Events → Create | [[hortus:publish|Publish]] |
-| Create a news item | News → Create | [[hortus:publish|Publish]] |
-| Submit content | Creation interface | [[hortus:publish|Publish]] |
-| Track submissions | My Contributions | [[hortus:publish|Publish]] |
-| Understand publication status | Lifecycle states | [[hortus:publish|Publish]] |
-| Manage metadata | Metadata tools | [[hortus:fair|FAIR]] |
-| Create metadata schema | Metadata Management | [[hortus:fair|FAIR]] |
-| Export data | Dissemination options | [[hortus:fair|FAIR]] |
-| Publish to Zenodo | Export feature | [[hortus:fair|FAIR]] |
-| Get help | Support section | [[hortus:support|Support]] |
-| Report an issue | Issue / ticket system | [[hortus:support|Support]] |
-| Deactivate account | Account settings or support | [[hortus:account|Account]] |
-| Delete account | Account settings or support | [[hortus:account|Account]] |
 ----
-===== Typical user workflows =====
-==== Discover → Engage ====
-  * Search or browse content
-  * Open detail pages
-  * Evaluate relevance
-  * Follow or favourite items
-  * Participate in discussions
-----
-==== Create → Publish ====
-  * Create resource/project/event
-  * Fill metadata
-  * Upload files
-  * Submit for moderation
-  * Track status in My Contributions
-  * Publish after approval
-----
-==== Collaborate ====
-  * Find experts
-  * Contact via messaging
-  * Share workspace folders
-  * Participate in discussions
-  * Follow shared content
-----
-==== Manage research data ====
-  * Store files in Workspace
-  * Organise folders
-  * Apply metadata
-  * Prepare for publication
-  * Export and disseminate
-----
-===== Navigation shortcuts =====
-  * Use **Global Search** when unsure where to go
-  * Use **filters** instead of scrolling
-  * Check the **action rail** for available actions
-  * Use **tabs** to navigate within pages
-  * Access personal tools from the **user menu**
-----
-===== Summary =====
-This quick reference helps you:
-  * locate features quickly
-  * perform common tasks efficiently
-  * navigate the platform with minimal friction
-For detailed explanations, follow the linked sections.
-----