Difference between revisions of "PubMan Func Spec Export"

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{{PubMan_Funtional_Specification}}
{{PubMan_Funtional_Specification}}
==UC_PM_EX_01 Export items==
==UC_PM_EX_01 Export items==


The user initiates the export for specific versions of one or more items. The export formats are divided into two types: layout format and structured format. A layout format focuses on the layout and presentation of the item data and produces one citation style. Such export formats support different export file formats, e.g. pdf or html. A structured format focuses on the export of item data in a format that can be interpreted and processed by other systems. A structured format supports only one export file format.
The user initiates the export for specific versions of one or more items. The export formats are divided into two types: layout format and structured format. A layout format focuses on the layout and presentation of the item data and produces one citation style. Such export formats support different export file formats, e.g. pdf or html. A structured format focuses on the export of item data in a format that can be interpreted and processed by other systems. A structured format supports only one export file format.
===Status/Schedule===
===Status/Schedule===
*Status: '''in specification'''
*Status: '''implemented'''
*Schedule:'''R3'''
*Schedule:'''R3'''


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*2. The system displays a list of supported export formats.
*2. The system displays a list of supported export formats.
*3. The user selects an export format.
*3. The user selects an export format.
*4. ['''Not R3'''] If the export format is of type structured format,
**4.1. the system displays the metadata definitions from the target metadata set and preselects the metadata definitions defined as default by the export format.
**4.2. (optionally) The user refines the selection.
*5. The user chooses to save the selected items to a file.
*5. The user chooses to save the selected items to a file.
*6. If the export format is of type layout format,
*6. If the export format is of type layout format,
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===Alternatives===
===Alternatives===
*2a. ['''Not R3'''] The system displays the list of export formats defined as default in the user preferences.
**1. (optionally) The user chooses to view a list of all supported export formats.
***1.1. The system displays a list of supported export formats.
**2. Continue with Flow of Events step 3.
*5a. The user chooses to display the selected items.
*5a. The user chooses to display the selected items.
**1. The system displays the selected items in the chosen export format. For layout formats the export file format is HTML. The use case ends successfully.  
**1. The system displays the selected items in the chosen export format. For layout formats the export file format is HTML. The use case ends successfully.  
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***2.2. The user selects a file format.
***2.2. The user selects a file format.
**3. The user enters the recipients for the email.
**3. The user enters the recipients for the email.
**4. (optionally) The user refines the reply-to field of the email.
**4. (optionally) The user refines the reply-to and the CC field of the email.
**5. The user confirms the input.
**5. The user confirms the input.
**6. The system creates the export file, sends the email with the file attached and displays a success message ([[PubMan_System_Messages|MSG_PM_EX_01]]). The use case ends successfully.
**6. The system creates the export file, sends the email with the file attached and displays a success message ([[PubMan_System_Messages|MSG_PM_EX_01]]). The use case ends successfully.
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*The items are exported.
*The items are exported.


===Future developments===
===Formats supported===
structured formats: EndNote, for further specification see [[PubMan_Func_Spec_Export/EndNote_Export|Mappping]]
 
Layout formats: APA citation style; planned: APS for further information see [[PubMan_Func_Spec_Export/APS|citation style specification]]
 
===Future development===
 
*Alternative:
 
If the export format is of type structured format,
 
a)the system displays the metadata definitions from the target metadata set and preselects the metadata definitions defined as default by the export format.
 
b)(optionally) The user refines the selection.
 
*Alternative:
 
The system displays the list of export formats defined as default in the user preferences.
 
a)The user chooses to view a list of all supported export formats.


Problem: item export needs a reasonable limit (obergrenze) due to technical reasons.
b)The system displays a list of supported export formats. Continue with Flow of Events.


From the functional point of view all records, the user wants to download should be exported. And if only records without full texts are being exported, I think it should be possible. Giving a limit for records, that can be exported is not possible for my understanding, because the size of a record can differ. If it takes longer to export, then the user should get an information on the fact, that it takes time. Like a sand glass or something.
*Additional export formats: BibTex, TEI => see preparations [[TEI_Bibliographic_Information| TEI bibliographic information]]
Besides that, I think we should only talk on exporting records as in items, describing the metadata of a record and not the attached file, as we didn't specify functionally yet, how the export of files should look like.
I also think, that we should not go for the alternative, suggested by Natasa, because it will cause frustration ;-) for the user. --[[User:Nicole|Nicole]] 15:13, 7 January 2008 (CET)


::I agree with Natasa - and I do not see the point where a user will be frustrated and how. Usually the user is not aware that a download can take time. A warning would be good in any case, based on the calculated size/number of items: (you have selected more than XXXX for download, the download can take some time)
*set limit for export of data
::Usually I do not like these questions (do you really like ...) but in this case it makes sense.
::We can also think about download in steps - like paging (250 - 500, 500 - 750, ...). This can be also specified by UIE in functional prototype during design phase. The functional part is covered in any case. [[User:Rkiefl|Rupert]] 21:12, 24 January 2008 (CET)


'''Possible solution:'''
option a):


*User selects items
User selects items
*user chooses to export the items
*the system calculates the total size of the export
*user gets an information on how many MB s/he wants to export
*user can decide if s/he wants to continue exporting/sending the export E-Mail or if s/he wants to de-select some items
*if it will take longer to export than a few seconds the user will get a sand glass or something so that s/he knows that it will take some time until the export is finished. This is common practice (see e.g. WoS).


::
user chooses to export the items
'''Another alternative:'''
*This was somewhere stated as well, i remember that Ulla and me were talking on this. However, as probably users do not really have  an idea on what means "n MB" after selection of the items maybe the system may provide some "more friendly" information such as : "You have selected 1000 items, but you can export the first 150 items (number calculated by the system, depending on selections) of your selection due to limitation of the size of the export ..etc.." - and then she decides.
*Other alternative is that the system takes care if the user specified 1000 items, the system should be able to "split" in reasonable packages and send several emails as "export part 1".."export part n" :)) (But would consider that at some later stage).
--[[User:Natasab|Natasa]] 16:45, 21 December 2007 (CET)


the system calculates the total size of the export
user gets an information on how many MB s/he wants to export
user can decide if s/he wants to continue exporting/sending the export E-Mail or if s/he wants to de-select some items
if it will take longer to export than a few seconds the user will get a sand glass or something so that s/he knows that it will take some time until the export is finished. This is common practice (see e.g. WoS).
option b):
System takes care if the user specified e.g 1000 items, the system should be able to "split" in reasonable packages and send several emails as "export part 1".."export part n"


===Discussion===
===Discussion===
[[Talk:PubMan_Func_Spec_Export#UC_PM_EX_01 Export items]]
[[Talk:PubMan_Func_Spec_Export#UC_PM_EX_01 Export items]]


==Additional information ==
==Additional information ==
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==HTML Prototype==
==HTML Prototype==
'''Please note that this is work in progress and will be changed.'''


[https://zim01.gwdg.de/repos/smc/tags/public/PubMan/Prototypes/14_Export/index.html Prototype for Export]
* The publicly available '''HTML prototype for export''' and for other functionalities can be accessed from here: [[ESciDoc_Prototyping#PubMan_Prototype|eSciDoc Prototyping]].


'''Please note that this is work in progress and will be changed.'''


[[Category:PubMan]]
[[Category:PubMan_Functional_Specification|Export]]
[[Category:Functional_specification]]

Latest revision as of 09:49, 4 August 2009

PubMan Functional Specification

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UC_PM_EX_01 Export items[edit]

The user initiates the export for specific versions of one or more items. The export formats are divided into two types: layout format and structured format. A layout format focuses on the layout and presentation of the item data and produces one citation style. Such export formats support different export file formats, e.g. pdf or html. A structured format focuses on the export of item data in a format that can be interpreted and processed by other systems. A structured format supports only one export file format.

Status/Schedule[edit]

  • Status: implemented
  • Schedule:R3

Triggers[edit]

  • The user wants to export the selected items.

Actors[edit]

  • User

Pre-Conditions[edit]

  • One or more item versions are selected.

Flow of Events[edit]

  • 1. The user chooses to export the selected items.
  • 2. The system displays a list of supported export formats.
  • 3. The user selects an export format.
  • 5. The user chooses to save the selected items to a file.
  • 6. If the export format is of type layout format,
    • 6.1. the system displays the list of supported export file formats.
    • 6.2. The user selects a file format and confirms the choice.
  • 7. The system creates the export file and makes the file available for saving by the user. The use case ends successfully.

Alternatives[edit]

  • 5a. The user chooses to display the selected items.
    • 1. The system displays the selected items in the chosen export format. For layout formats the export file format is HTML. The use case ends successfully.
  • 5b. The user chooses to send the selected items via email.
    • 1. The system displays an edit view for the email with a predefined subject, text and reply-to field (email of account user if exists).
    • 2. If the export format is of type layout format,
      • 2.1. the system displays the list of supported export file formats.
      • 2.2. The user selects a file format.
    • 3. The user enters the recipients for the email.
    • 4. (optionally) The user refines the reply-to and the CC field of the email.
    • 5. The user confirms the input.
    • 6. The system creates the export file, sends the email with the file attached and displays a success message (MSG_PM_EX_01). The use case ends successfully.

Post-Conditions / Results[edit]

  • The items are exported.

Formats supported[edit]

structured formats: EndNote, for further specification see Mappping

Layout formats: APA citation style; planned: APS for further information see citation style specification

Future development[edit]

  • Alternative:

If the export format is of type structured format,

a)the system displays the metadata definitions from the target metadata set and preselects the metadata definitions defined as default by the export format.

b)(optionally) The user refines the selection.

  • Alternative:

The system displays the list of export formats defined as default in the user preferences.

a)The user chooses to view a list of all supported export formats.

b)The system displays a list of supported export formats. Continue with Flow of Events.

  • set limit for export of data

option a):

User selects items

user chooses to export the items

the system calculates the total size of the export

user gets an information on how many MB s/he wants to export

user can decide if s/he wants to continue exporting/sending the export E-Mail or if s/he wants to de-select some items if it will take longer to export than a few seconds the user will get a sand glass or something so that s/he knows that it will take some time until the export is finished. This is common practice (see e.g. WoS).

option b):

System takes care if the user specified e.g 1000 items, the system should be able to "split" in reasonable packages and send several emails as "export part 1".."export part n"

Discussion[edit]

Talk:PubMan_Func_Spec_Export#UC_PM_EX_01 Export items


Additional information[edit]

Export activities[edit]

https://zim01.gwdg.de/repos/smc/tags/public/PubMan/export_activities.gif

Figure: Graphical representation of export activities for PubMan

Discussion[edit]

Talk:PubMan_Func_Spec_Export#Additional Information

HTML Prototype[edit]

  • The publicly available HTML prototype for export and for other functionalities can be accessed from here: eSciDoc Prototyping.

Please note that this is work in progress and will be changed.