diff --git a/docs/review/images/change_community.png b/docs/review/images/change_community.png new file mode 100644 index 0000000..0a359fe Binary files /dev/null and b/docs/review/images/change_community.png differ diff --git a/docs/review/images/request_page.png b/docs/review/images/request_page.png new file mode 100644 index 0000000..15419cd Binary files /dev/null and b/docs/review/images/request_page.png differ diff --git a/docs/review/images/select_community.png b/docs/review/images/select_community.png new file mode 100644 index 0000000..31d1dc6 Binary files /dev/null and b/docs/review/images/select_community.png differ diff --git a/docs/review/review.md b/docs/review/review.md index e6492db..a00d33e 100644 --- a/docs/review/review.md +++ b/docs/review/review.md @@ -1 +1,61 @@ # Review process + +A review is the process by which a community evaluates a record before accepting it. When you submit a record to a community, a **submission request** is created. This request acts as a shared workspace between you and the community curators: both sides can exchange comments, request changes, and track the outcome — all without leaving CDS. + +![Request Page](./images/request_page.png) + +## Who takes part + +| Role | Who | What they can do | +|---|---|---| +| **Submitter** | The person who uploaded the record and submitted it to the community | Submit, edit the record during review, cancel the request, comment | +| **Curator** | A community member with the Curator role or above | Accept or decline the request, comment, invite reviewers | +| **Reviewer** | Any CDS user explicitly invited to the request by a curator | View the request and comment; cannot accept or decline | + +Curators can invite any CDS user as a reviewer on a specific submission, even if that person is not a community member. This is useful when specialist input is needed before a decision is made. See [Commenting](comments.md) for details on how to use the conversation features during a review. + +## Typical workflow + +### 1. Submission + +To submit a record, you must choose a community, the submission process always requires selecting a community. + +- **During upload**: Before publishing, select the community in the deposit form. The record will not be published until a curator accepts the submission. +- **After publishing**: See [Submit to a community](../communities/submit.md#multiple-communities) for details on how to submit to another community. + +![Select Community](./images/select_community.png) +![Change Community](./images/change_community.png) + +### 2. Review + +Once submitted, the request appears in the community's **Requests** tab, visible to all curators, and the record will show as **In review** on [your dashboard](https://repository.cern/me/uploads). The curators can: + +- Read the record and its metadata. +- Leave comments or ask for changes (see [Commenting](comments.md)). +- Invite additional reviewers. + +You will receive an email notification if a curator leaves a comment. You can update the record's metadata and ask for a re-review by dropping a comment. + +### 3. Decision + +The curator will make one of two decisions: + +**Accepted** + +- If the record was not yet published, it is **published automatically** and added to the community. +- If the record was already published, it is **added to the community**. + +**Declined** + +- The record is not added to the community. If it was not yet published, it remains as a draft and you can continue editing or publish it to a different community. +- You cannot resubmit the same record to the same community after a decline. If you believe the decision was made in error, contact the community curators directly. + +### 4. After the review + +Once a request is closed (accepted or declined), the conversation is preserved and remains readable. If the conversation is locked, no further comments can be added. See [Locking the conversation](comments.md#locking-the-conversation) for details. + +If you want to remove an accepted record from a community at a later point, see [Removing from a community](../communities/submit.md#removing-from-a-community). + +## Cancelling a pending submission + +If you change your mind before a curator has made a decision, you can cancel the submission request. Open the request from the record's page and click **Cancel request**. The record is not affected; if it was not yet published, it remains as a draft.