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R6.x Approach[edit]

Authors and affiliations can be associated with ID or just stored as strings. This makes any handling of corresponing entries more complicated on the GUI. The GUI needs to meet two requirements to enable the current submission for multiple authors:

List of authors/organizations must be shorter
List needs to be more similar to the view item version
Handling of controlled vocabulary must be possible
Matching of authors to IDs or removal of IDs must be possible

Prototype draft[edit]

Authors and affiliations can come from manual entry, import or by automatic detection after cut & paste entry. To support a large list of authors affiliated to a list of organizations a grid list is introduced:

Mode of Operation[edit]

Adding Authors and Affiliations Manually[edit]

Author Names

One author line with empty fields is available by default (Plus symbol only).

Add an Author

Plus adds a new line below. Authors can be typed with the help of an autosuggest. If the user chooses an autosuggest entry from the list, the system links it to the recognized ID and shows an icon accordingly. The researcher portfolio can be accessed by clicking the icon (as implemented). If the user ignores the autosuggest, the system doesn't store an ID.

Change a Name

Any name in the list can be changed if the cursor is placed in a prepopulated name field. If the name is being changed a new area appears where the user has the option to keep the ID even if the name does not match. The ID can be removed even if the name has been chosen from the autosuggest (as users may not know, that any selection triggers the storage of ID) .

Delete an author

Clicking on the minus symbol removes an author and the corresponding line.

Match author to affiliation

Each author can be matched to one or more affiliations from the affiliations list below. The user enters Footnotes (comma separated) to point at affiliations listed below. The system validates relations to affiliations during save/submit.

Affiliations

One affiliation line with empty fields is available by default. (Plus symbol only) Affiliations are counted line by line. Each integer can be referenced by the author entires above.

Add an Affiliation and Address (See add, change, delete authors names)

If an affiliation is deleted or inserted the system informs that relations to authors need to be aligned (a more convenient, future version should be able to validate and recalculate the footnotes).

Authors and Affiliations Manually from Cut & Paste[edit]

One affiliation can be provided when handing over cut & paste names (as implemented). Each author is linked to that first affiliation and must be rewired manually if different relations are necessary.

Author names populate the fields line by line. An automatic match is not recommended because it is not sure if users check the matched names and correct them before submit.

Icons appear behind each author, indicating that names have not been checked so far. Users need to check them one by one.

More affiliations can be entered manually with the help of autosuggests. The matching to IDs should be the same as proposed for authors. To match an author to one or more affiliations the right input is used. Affiliations are entered as numbers, separated with commas (1,5,7).

Adding and removing of entries are similar for both authors and affiliations.

Authors and Affiliations from Imported Items[edit]

The import is treated identically to the manual entered author names.

Examples[edit]

Case 1: The author name is right, but it is an author with the same name which is different from the author that has an ID.

-> The user places the cursor in the input and starts typing. He ignores the autosuggest. The icon disappears and no ID is linked to the name.

-> The user chooses an entry form the suggest list. The icon indicates that an ID is linked to the name.

Case 2: The author name is wrong/has another writing but ID is fine

-> The user chooses an entry form the suggest list. The icon indicates that an ID is linked to the name. The user places the cursor in the input, an area below invokes two additional options (if a name with ID is is going to be changed), the system offers the dialogue: Remove ID, Keep ID. The user selects "Keep ID".

Fetch Organizations from Tree

Not necessary anymore.

@@ Line 1: / Line 1: @@
-<accesscontrol>MPDL,,</accesscontrol>
 {{Template:TemplateUIE_Activities}}
 <div style="float:left; width:70%; margin-bottom:3em;">
-== R5 Approach ==
+== R6.x Approach ==
-Authors and affiliations can be associated with ID or just stored as strings. In the GUI this makes any handling of corresponing entries more complicated.
+Authors and affiliations can be associated with ID or just stored as strings. This makes any handling of corresponing entries more complicated on the GUI. The GUI needs to meet two requirements to enable the current submission for multiple authors:
+# List of authors/organizations must be shorter
+# List needs to be more similar to the view item version
+# Handling of controlled vocabulary must be possible
+# Matching of authors to IDs or removal of IDs must be possible
 =Prototype draft=
-Authors and affiliations can come from manual entry, import or by automatic detection after cut & paste entry. To support a large list of authors affiliated to a list of organization a grid list is introduced:
+Authors and affiliations can come from manual entry, import or by automatic detection after cut & paste entry. To support a large list of authors affiliated to a list of organizations a grid list is introduced:
-[[Image:creators_list.png|center|Edit List]]
+[[Image:creators_list.png|center|750px|Edit List]]
 <br>
 == Mode of Operation ==
-#If a lot of authors/affiliations need to be displayed it needs to be done with a scrollable list view. The current solution (Creator box) is not efficient. This is not only true for 'edit item' but also for 'view item version' beyond a given threshold.
+===Adding Authors and Affiliations Manually===
-#Lists of authors should be available for edit item as well as for create item. If a list of authors is already existing it must not be overwritten by default. Optionally the user besides if the new list overwrites the old one or will be attended below.
-#As the order of entry is sort order by default
+'''Author Names'''
-#Creators of type organization are entered manually in '
-edit item'
+One author line with empty fields is available by default (Plus symbol only).
+Add an Author
+Plus adds a new line below. Authors can be typed with the help of an autosuggest. If the user chooses an autosuggest entry from the list, the system links it to the recognized ID and shows an icon accordingly. The researcher portfolio can be accessed by clicking the icon (as implemented). If the user ignores the autosuggest, the system doesn't store an ID.
+Change a Name
-The edit list provides extended functionality:
+Any name in the list can be changed if the cursor is placed in a prepopulated name field. If the name is being changed a new area appears where the user has the option to keep the ID even if the name does not match. The ID can be removed even if the name has been chosen from the autosuggest (as users may not know, that any selection triggers the storage of ID) .
-*Change of creator position
+[[Image:authors_id_handling.png]]
-*Add creator list
-*Move Creator (Up/Down)
+Delete an author
-*Edit Creator (Inplace)
-*Delete Creator
-*Change position of creator
-*Insert single creator new
-[[Image:edit_list.png|center|Edit List]]
+Clicking on the minus symbol removes an author and the corresponding line.
-''Natasa's input''
+Match author to affiliation
-*maybe possible to keep explicit edit link out, so if the list is always on edit mask, every list item field is by default editable
-*check if the list with would fit in a "normal" witdth of the screen
-*check if for list item actions items vs. text label - what is better
-*new list position only via move up/down
+Each author can be matched to one or more affiliations from the affiliations list below. The user enters Footnotes (comma separated) to point at affiliations listed below. The system validates relations to affiliations during save/submit.
-''Robert's input'':
+'''Affiliations'''
-If you require javascript anyway (for in-place editing) i'd recommend implementing sorting via drag-and-drop (see for example http://developer.yahoo.com/yui/examples/dragdrop/dd-reorder.html ).
-=Open Questions=
+One affiliation line with empty fields is available by default. (Plus symbol only) Affiliations are counted line by line. Each integer can be referenced by the author entires above.
-*Examples show alphabetical sorting in very long author and affiliation lists. The initial requirement was to take those lists in the order, they have been entered into the system by librarians (sorted individually / possible threshold for change of sorting to be figured out)
+Add an Affiliation and Address (See add, change, delete authors names)
-See example here: [http://www.iop.org/EJ/article/0264-9381/21/5/042/cqg4_5_042.pdf Example of a Paper with lots of authors]
+If an affiliation is deleted or inserted the system informs that relations to authors need to be aligned (a more convenient, future version should be able to validate and recalculate the footnotes).
-=Match Affiliations=
+===Authors and Affiliations Manually from Cut & Paste===
-Creators are usually linked with one or more affiliations. As a consequence all new entries are matched with organizations (individual organization names are not treated yet). After getting the list, there are one or more creators with no affiliated organization. One or more creators must be matched to one or more organizations in a generic manner.
+One affiliation can be provided when handing over cut & paste names (as implemented). Each author is linked to that first affiliation and must be rewired manually if different relations are necessary.
-[[Image:match_affiliations.png|center|Match Afiliations]]
+Author names populate the fields line by line. An automatic match is not recommended because it is not sure if users check the matched names and correct them before submit.
-=Varieties of Lists=
+Icons appear behind each author, indicating that names have not been checked so far. Users need to check them one by one.
-Author lists appear in various formats. Luckily Formats with a lot of authors are more unique. A good way may be to start with three or four and support the first early adopter and then evolve/adapt parse algorithm over time.
-*Name1: First Name
+More affiliations can be entered manually with the help of autosuggests. The matching to IDs should be the same as proposed for authors. To match an author to one or more affiliations the right input is used. Affiliations are entered as numbers, separated with commas (1,5,7).
-*Name2: Additional First Names
-*Family Names: May contain Blanks (e.g. 'C. Van Den Broeck,8')
-*OrgNr: Footnotes, referring to a list of organizations below.
+Adding and removing of entries are similar for both authors and affiliations.
-Current Formats are (Blanks are as displayed):
+===Authors and Affiliations from Imported Items===
-*Name1 Name2 NameX FamilyName OrgNr1,OrgNr2,OrgNrX
+The import is treated identically to the manual entered author names.
-*Name1. Name2. NameX. FamilyName,OrgNr1,OrgNr2,OrgNrX
-Current Affiliation lists are:
+===Examples===
-OrgNrAffiliation
-Collection of additional varieties (not for long lists)
+Case 1: The author name is right, but it is an author with the same name which is different from the author that has an ID.
-[[Image:varieties.png|center|Varieties for Lists of Authors]]
+-> The user places the cursor in the input and starts typing. He ignores the autosuggest. The icon disappears and no ID is linked to the name.
-i'd really recommend providing a single text input which can take a list of authors and an algorithm - as smart as possible - to make sense of it (e.g.  https://dev.livingreviews.org/projects/epubtk/browser/trunk/ePubTk/refdb/importfilter/bibtex/convert.py line 321 ff). in terms of simplicity that's hard to beat - and from my experience also in terms of usability. typically, the huge author lists come pretty consistently structured, so parsers have a good chance. [[User:Robert|Robert]] 18:28, 30 November 2007 (CET)
+-> The user chooses an entry form the suggest list. The icon indicates that an ID is linked to the name.
-To test such an algorithm, I would appreciate to have the above samples also as text copied from the original sources. Is that possible? [[User:mfranke|Michael]] 09:31, 26 February 2008 (CET)
+Case 2: The author name is wrong/has another writing but ID is fine
-Natasa's comment:
+-> The user chooses an entry form the suggest list. The icon indicates that an ID is linked to the name. The user places the cursor in the input, an area below invokes two additional options (if a name with ID is is going to be changed), the system offers the dialogue: Remove ID, Keep ID. The user selects "Keep ID".
-* Affiliations can be entered by autosuggest (with a flat list, generated from the tree)
+'''Fetch Organizations from Tree'''
+Not necessary anymore.
 </div>
-[[Category: Interface Drafts| ]]
-[[Category: Publication Management| ]]
+[[Category: User Interface Engineering]]
+[[Category: PubMan Functional Specification]]

Difference between revisions of "Interface Draft: Authors and Affiliations"