Page-Specific Actions Guide

This guide describes what you can do on each page in SDCStudio.

Dashboard (/app/dashboard)

What you can do: - View your recent projects and data models - Quick access to upload new data files - See upload history and processing status - Access your profile and account settings - View system notifications and alerts

Common actions: - Click "Upload Data" to start a new data modeling project - Click on a project name to view its data model - Check processing status of recent uploads - Access documentation and help resources

Components List (/app/components)

What you can do: - Browse all components across all your projects - Filter components by type (XdString, XdBoolean, XdCount, etc.) - Search components by label or description - View published vs draft components - Create new components manually

Common actions: - Click "+ New Component" to create a component from scratch - Use filters to narrow down component lists - Click on a component to view its details - Sort by creation date, label, or component type - Export component lists for documentation

Projects List (/app/projects)

What you can do: - View all your data modeling projects - Create new projects - Archive or delete old projects - See project statistics (component counts, published status) - Manage project collaborators and permissions

Common actions: - Click "+ New Project" to create a new project - Click on a project to view its data model - Edit project metadata (name, description) - Manage project settings and access controls - Export project documentation

Data Model View (/app/projects/{ct_id})

What you can do: - View the complete hierarchical structure of your data model - See all clusters and components organized by relationships - Edit cluster hierarchies and component groupings - Publish individual components or entire models - Generate schemas and outputs

Common actions: - Click on clusters to expand/collapse hierarchy - Drag and drop components to reorganize structure - Click "Edit" on any component to modify it - Click "Publish" to make components available for schema generation - Click "Generate Outputs" to create XSD, XML, JSON schemas

Component Create/Edit Forms

XdString Components (/app/xdstrings/new or /edit)

What you can do: - Define text/string data types with validation rules - Set minimum/maximum length constraints - Define string format patterns (regex) - Specify enumerated values (allowed strings) - Add descriptions and metadata

Common actions: - Enter required fields: Project, Label - Choose between pattern validation OR enumeration - Set length constraints for string values - Add semantic links to ontologies - Save or Save & Publish

XdBoolean Components (/app/xdbooleans/new or /edit)

What you can do: - Define true/false data types - Set default boolean values - Configure custom labels for true/false states - Add descriptions and use cases

Common actions: - Select parent project - Enter component label and description - Set default value (true/false/none) - Customize true/false display labels - Save or Save & Publish

XdCount Components (/app/xdcounts/new or /edit)

What you can do: - Define integer count data types - Set minimum/maximum magnitude constraints - Specify units of measurement (required) - Configure precision and accuracy requirements - Define reference ranges for counts

Common actions: - Select parent project - Enter component label and description - Select or create Units using the + button next to Units dropdown - Set magnitude constraints (min/max) - Configure magnitude status, error, accuracy flags - Add reference ranges if needed - Save or Save & Publish

Units creation flow: 1. Click the blue + button next to Units dropdown 2. Fill out Units form (symbols, descriptions, definitions) 3. Click Save or Save & Publish 4. You'll be returned to this form with new Units auto-selected

XdQuantity Components (/app/xdquantities/new or /edit)

What you can do: - Define decimal quantity data types with units - Set magnitude constraints with decimal precision - Specify units of measurement (required) - Configure fraction digits for decimal precision - Define reference ranges

Common actions: - Select parent project - Enter component label and description - Select or create Units using the + button next to Units dropdown - Set magnitude constraints (min/max as decimals) - Set total digits and fraction digits for precision - Configure magnitude status, error, accuracy flags - Add reference ranges - Save or Save & Publish

Units creation flow: 1. Click the blue + button next to Units dropdown 2. Create new Units component 3. Returns automatically with Units pre-selected

XdFloat Components (/app/xdfloats/new or /edit)

What you can do: - Define single-precision floating-point data types - Set magnitude constraints for float values - Specify units of measurement (required) - Configure precision requirements

Common actions: - Select parent project - Select or create Units using the + button - Set magnitude constraints - Configure flags - Save or Save & Publish

XdDouble Components (/app/xddoubles/new or /edit)

What you can do: - Define double-precision floating-point data types - Set magnitude constraints for high-precision values - Specify units of measurement (required) - Configure precision requirements

Common actions: - Select parent project - Select or create Units using the + button - Set magnitude constraints - Configure flags - Save or Save & Publish

XdTemporal Components (/app/xdtemporals/new or /edit)

What you can do: - Define date, time, or datetime data types - Choose temporal type (date, time, datetime, duration) - Set allowed ranges (earliest/latest dates) - Configure timezone handling

Common actions: - Select temporal type - Set date/time constraints - Configure timezone requirements - Save or Save & Publish

XdOrdinal Components (/app/xdordinals/new or /edit)

What you can do: - Define ordered categorical data types - Create ordinal symbol sets with ordering - Define numeric values for symbols - Specify symbol descriptions

Common actions: - Create ordered list of symbols - Assign numeric ordinal values - Add descriptions for each symbol - Save or Save & Publish

XdFile Components (/app/xdfiles/new or /edit)

What you can do: - Define file attachment data types - Specify allowed media types (MIME types) - Set file size constraints - Configure compression options

Common actions: - Specify allowed file types - Set max file size - Configure encoding options - Save or Save & Publish

What you can do: - Define URL/hyperlink data types - Specify link relationship types - Configure URL validation rules

Common actions: - Define link type - Set URL validation - Add relationship semantics - Save or Save & Publish

Units Components (/app/units/new or /edit)

What you can do: - Define units of measurement for quantified types - Create enumerated unit symbols (kg, g, mg, etc.) - Provide symbol descriptions - Link symbols to ontology definitions (URIs) - Set default unit symbol

Common actions: - Enter unit symbols (one per line) - Add symbol descriptions (optional but recommended) - Provide URI definitions for each symbol - Set default unit - Save to return to parent form (if called from +button) - Save & Publish for direct units creation

When called from another form: - Form pre-fills the project from parent - After saving, automatically returns to parent form - Newly created Units is auto-selected in parent form

Cluster Components (/app/clusters/new or /edit)

What you can do: - Create structural groupings for organizing components - Define cluster hierarchies (parent-child relationships) - Set cardinality constraints (how many instances allowed) - Organize related components together

Common actions: - Name and describe the cluster - Select parent cluster (if nested) - Add components to cluster - Set min/max cardinality - Save or Save & Publish

Upload Data (/app/upload)

What you can do: - Upload CSV and Markdown files - Select target project for data processing - Monitor upload progress - View parsing and AI processing status

Common actions: - Drag and drop files or click to browse - Select destination project - Click "Upload" to start processing - Monitor processing stages (parsing → agent processing) - View generated data model after completion

Processing stages: 1. Parsing: Extracts structure from file (no AI) 2. Agent Processing: AI analyzes data and creates model components

Schema Generation (/app/generate)

What you can do: - Generate XSD schemas from published data models - Generate XML instance documents - Generate JSON schemas - Generate JSON-LD semantic descriptions - Generate HTML documentation - Extract RDF triples - Generate SHACL constraint files - Generate GQL CREATE statements

Common actions: - Select a published data model - Choose output format(s) - Click "Generate" to create schemas - Download generated files - View generation logs for errors - Validate generated schemas

Component Detail Views

What you can do: - View complete component information - See all field values and constraints - View semantic links and RDF triples - Check publication status - Access edit mode - View component usage in clusters - Download component documentation

Common actions: - Click "Edit" to modify component - Click "Publish" to make available for schemas - Click "Unpublish" to revert to draft - View JSON/XML representation - Copy component CT ID - Delete component (if not used in clusters)

Search and Filtering

Available on most list pages: - Text search by label, description, CT ID - Filter by component type - Filter by project - Filter by publication status - Sort by creation date, label, type - Pagination for large result sets

Global Actions (Available Everywhere)

Navigation: - Dashboard: Return to main dashboard - Components: Browse all components - Projects: View all projects - Upload: Upload new data files - Documentation: Access help resources

User Menu: - Profile: View and edit your profile - Account Settings: Manage account preferences - Usage Analytics: View API usage and quotas - Logout: Sign out of SDCStudio

Keyboard Shortcuts

Available throughout the application: - Ctrl/Cmd + S: Save current form - Ctrl/Cmd + P: Publish current component - Escape: Close modals/dialogs - /: Focus search bar - ?: Show keyboard shortcuts help

Getting Help

While on any page, you can: - Ask Atlas AI: "What can I do here?" - Click "?" icon for contextual help - Access documentation links in page headers - View tooltips by hovering over field labels - Check validation messages for form errors

Common Workflows

Creating a Data Model from CSV

  1. Go to Upload Data
  2. Select CSV file and project
  3. Wait for processing to complete
  4. Review generated model in project view
  5. Edit components as needed
  6. Publish components
  7. Generate schemas

Manually Creating a Component

  1. Go to Components List
  2. Click "+ New Component"
  3. Select component type
  4. Fill out form fields
  5. For quantified types: create/select Units
  6. Save or Save & Publish

Organizing Components with Clusters

  1. Create Cluster components
  2. Add components to clusters
  3. Define parent-child cluster relationships
  4. Set cardinality constraints
  5. Publish cluster hierarchy

Generating Output Schemas

  1. Ensure all components are published
  2. Go to Schema Generation
  3. Select data model
  4. Choose output formats
  5. Generate and download schemas