Data Management Feature Set

Dataset related features on the Pennsieve Platform

Dataset features

FeatureRoleDescription
Rename DatasetManagerManagers can edit the name of a dataset.
Add/Remove TagsManagerManagers can add tags to a dataset.
Add/Update DescriptionManagerManagers can add and update the markdown description of the dataset.
Update SummaryManagerManagers can add and update the summary content of the dataset.
Add Data Use AgreementManagerManagers can add a data-use-agreement defined in the workspace to the dataset.
Delete DatasetOwnerOnly the owner can remove delete the entire dataset.
Invite Users/TeamsManagerManagers can grant other users in the workspace access to the dataset and set their role. Only owners can grant ownership to another user.
Update Dataset StatusEditorEditors can change the status of a dataset to one of the pre-defined status options in the workspace.
Add / Update / Remove collaborators on datasetManagerManagers can set the collaborators that are listed as part of a dataset publication.
View CollaboratorsViewerAll users with access to a dataset can see the list of collaborators on a dataset.
Create / Update Collection for datasetManagerManagers can associate a dataset with a larger collection of datasets during publishing.

File Management

FeatureRoleDescription
Upload FileEditorEditors can upload files to the dataset.
Rename FileEditorEditors can rename files
Move FileEditorEditors can move files between folders within a dataset
Download FileViewerAll users with permission to the dataset can download files from the dataset.
Update File Metadata
Link/Unlink Metadata Record(s)EditorEditors can link files to metadata records in a dataset.
Download zipped contents of datasetViewerAll users with access to a dataset can download the contents of a dataset as a zip-file (as long as dataset is smaller than 15GB).

Metadata Management

FeatureRoleDescription
Create / Update / Delete Dataset metadata schemaManagerManagers can create a metadata schema using Models, Properties, and Relationships.
Create / Update / Delete metadata recordsEditorEditors can create metadata records based on the dataset metadata schema.
Link Records and Files to Metadata RecordsEditorEditors can link metadata records to each-other and link metadata records to files.
View Metadata Schema and RecordsViewerAll users with access to a dataset can view metadata records and the metadata records schema.
Query Metadata RecordsViewerAll users with access to a dataset can query metadata records based on their properties and relationship

Dataset Permissions

FeatureRoleDescription
Invite / Remove user/teamManagerManagers can grant access to users or teams from a workspace to the dataset. It is also possible to make the dataset public to all users in a workspace.
Change user role on datasetManagerManagers can change the role of a user in a dataset. Only owners of a dataset can change ownership to a different user.
View usersViewerAll users with access to a dataset can see the list of users who have access to the dataset.

Dataset Integrations

FeatureRoleDescription
Enable / Disable IntegrationManagerManagers can enable a workspace integration for a dataset
View IntegrationsViewerAll users with access to a dataset can see which integrations are enabled for the dataset.

Integration features are further described in their own section: Workflow Feature Set

Dataset Analysis

Dataset analysis features are highlighted in their own section: Workflow Feature Set

Dataset Publishing

FeatureRoleDescription
Request Dataset PublicationDataset OwnerOwners of a dataset can request the dataset to be made publicly available through the publication workflow. This notifies the 'publishing team' to review and initiate the publication process.
Request Dataset RevisionDataset ManagerManagers of a dataset can request the latest version of a published dataset to be revised. This does not generate a new DOI and is meant to fix/update metadata associated with the dataset without changing its content.
Request Removal of Published DatasetDataset OwnerOwners of a dataset can request the public dataset to be removed. Although this is not recommended, there are scenarios in which a publication team can accept this request.

Dataset publishing features are further detailed in their own section: Publishing Feature Set .