hortus:appendix:quick_reference
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Table of Contents
hortus:appendix:quick_reference
Quick reference
This section provides a fast guide to common tasks in HORTUS.
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
Where to go for common tasks
| Task | Where to go | Related section |
|---|---|---|
| Register or sign in | Access / login page | Start Here |
| Activate contributor role | Contact service desk | Start Here |
| Navigate the platform | Top menu and search | Navigation |
| Search for content | Global Search or module filters | Navigation |
| Browse research projects | Projects module | Discover |
| Find experts | Experts directory | Discover |
| Explore resources | Marketplace | Discover |
| View events | Events module | Discover |
| Read announcements | News module | Discover |
| Update your profile | User menu → Profile | User profile |
| Import data from ORCID | Profile settings | User profile |
| Contact another user | Messaging | Communication |
| Ask questions about content | Page discussions | Communication |
| Follow updates | Follow / notifications | Communication |
| Save items | Favourites | Communication |
| Access personal files | My Workspace | Workspace |
| Create folders | My Workspace → Folders | Workspace |
| Upload documents | Folder view | Workspace |
| Share files | Document or folder actions | Workspace |
| Create a resource | Marketplace → Create | Publish |
| Create a project | Projects → Create | Publish |
| Create an event | Events → Create | Publish |
| Create a news item | News → Create | Publish |
| Submit content | Creation interface | Publish |
| Track submissions | My Contributions | Publish |
| Understand publication status | Lifecycle states | Publish |
| Manage metadata | Metadata tools | FAIR |
| Create metadata schema | Metadata Management | FAIR |
| Export data | Dissemination options | FAIR |
| Publish to Zenodo | Export feature | FAIR |
| Get help | Support section | Support |
| Report an issue | Issue / ticket system | Support |
| Deactivate account | Account settings or support | Account |
| Delete account | Account settings or support | 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.
hortus/appendix/quick_reference.1775057182.txt.gz · Last modified: by savino.frisardi