Talk:PubMan Func Spec Easy Submission

UC_PM_EASM_01 upload file in structured format

Status/Schedule

• Status: in design
• Schedule:R3

Motivation

• The user wants to upload a locally created BibTeX file, containing one reference.

Expected outcome

Reference is uploaded to a collection on PubMan.

The item is created on PubMan and can be edited/modified afterwards.

Steps

1. The user chooses a collection where he has depositor privileges
2. The user chooses to upload a file in structured format.
3. The user starts the upload.
4. The system processes the uploaded file, checks for completeness, creates an item and releases them immediately. The use case ends successfully.

Alternatives

4. The user gets an error message, indicating type of error (time out during upload, invalid file, validation rules not met).

4a. User tries the upload again. continue with step 3.

4b. User cancels the upload procedure.

Actors involved

User with depositing rights for at least one collection

Data involved

BibTeX File, structured format. See example file by the AEI.

Constraints

• BibTeX files are idiosyncratically structured; BibTool may help with preprocessing/normalization.

Does this mean we need not to provide any mapping?--Ulla 11:03, 26 February 2008 (CET)

• Basic TeX Parsing is needed to interpret non-ascii characters etc., see for example https://dev.livingreviews.org/projects/epubtk/browser/trunk/ePubTk/lib/bibtexlib.py .
• In BibTeX fields are not repeatable; thus multiple authors need to be parsed from the author field.
• BibTeX allows for different formats of representing an author's name; thus the parser needs to be smart enough to recognize them all. See for example http://search.cpan.org/~gward/Text-BibTeX-0.34/BibTeX/Name.pm

Future development

• Upload files in structured format containing more than one reference

see Ingestion

Functional Prototype

Please check the functional prototype for easy submission

Comments functional team:

1) Default Metadata for an item (proposal Natasa)

• • default content category per genre (specified default MD)
  • default creator roles per genre (specified default MD)
  • default source genre per item genre (specified default MD)
  • default creator role if creator is of type organisation (specified default MD)
  • default affiliation (same as previous)(specified as default on GUI)

Default Metadata for an item means, that in the system a default item template is created, with defaulted metadata. For R3, we should do this as system setting. Future development might include local definition of item templates on collection level.

Default Metadata means, that they are pre-populated on the GUI, as a kind of proposal, but can be changed by the user.

Context to collection settings: On collection, the allowed genres are defined. In the default MD setting, the default MD for a certain genre or certain creator role are defined.

TODO:

• define sensible defaults in matrix - where to document the matrix?wiki or func proto?
• check dependencies in spec "create item from template", "create new revision"=> we have collection settings (limitation of allowed genres), we have default Metadata. In case an item is used as template, the templated item should "overwrite" the default Metadata, but cannot overwrite the collection setting. (?) --Ulla 13:26, 27 February 2008 (CET)

2) Genre-specific Metadata Genre-specific Metadata are bound to a certain application profile and are defined as system setting.

This matrix describes the Metadata elements, which are always OR never OR optionally displayed on the edit mask (in easy submission, in normal submission), dependent on a certain genre type. Optional displayed means, that the user has the option to fill them , if needed, but they are somehow "hidden", as less used. This matrix is needed for GUI design. Genre-specific Metadata are not related to validation rules!

TODO:

• define matrix of genre-specific Metadata (Dimensions: Genre, Metadata or Metadata group. Values: always on Easy Submission, always on Normal Submission, optional on ESM, always on NSM) - where to document the matrix?wiki or func proto?

TODO with Early Adopters - Feedback to Easy Submission / functional Prototype:

• Overall feedback based on Prototype (labels, help text, wizards etc.)
• Set their allowed (prefered) genres in their collections and explain feature
• Crosscheck the genre-specific Metadata Matrix
• Crosscheck the default Metadata for item Matrix
• Crosscheck acceptance of feature "create item from template" in a)fetch metadata (providing an eSciDOc ID) b) from full item view c) after a submission

3) External locator for content: As just learned in Nijmgen, user needs the option to provide an external locator for fulltext. I.e., in addition to upload binary content (= upload file), he needs the option to specify an locator/identifier for the binary content located externally, together with the respective content categorie. This is true for Easy as well as normal submission. This external locator will not be part of Metadata, but modeled in content model.(component?)

4) Fetch MD, Step 3: Typo on GUI, short short. In addition, would re-phrase to "...might not cover all fetched Metadata". --Ulla 12:35, 15 February 2008 (CET)

Comments Technical Team

Franke Michael commented on AS-316:

---

Only some remarks:

• Abstract prototype

- Step 2 (Select collection): Shouldn't there be a note about having only one collection or more than one?

For Easy Submission there will be only one collection in most cases. If only one collection is available the step is not visible. --Rupert 13:58, 27 February 2008 (CET)

- Typo: "Contiuer and complete"

Done --Rupert 13:58, 27 February 2008 (CET)

- After finishing step 5 there is a decision diamond without a condition. I guess it is the validation, right?

Yes (abstract prototype is done by func team) --Rupert 13:58, 27 February 2008 (CET)

- After this decision one is led to step 1.4? I guess this is a typo, too.

I took this out. --Rupert 13:58, 27 February 2008 (CET)

- Another typo: "sucess message"

Done --Rupert 13:58, 27 February 2008 (CET)

- Step 2.1: I do not understand it: Is the upload and the preview on the same page? I would also appreciate some more information on the preview. Or will this be part of the GUI design? - Yet another typo: "successfull"

The page flow diagram is more detailed here: Editable Preview is after step 4 (manual) or after step 3 (BibTeX/Fetch MD) on a separate page.

• Page flow

- The texts next to "choose collection" are swapped.

This was wrong ... done --Rupert 13:58, 27 February 2008 (CET)

- From "view item version" there is no direct way to submit the item, only to the Edit item mask.

Right! View item version is just a rough preview in this case. Because for the existing "view item version" an item must at lease be in state pending?! Please ask Natasa just to be sure.

Comment Natasa:View item version step according to my understanding was invoked if user decides to preview the item quickly without invoking the Full edit mask. The item is not yet created, but is view-item-version page for VO (value object) of the item only (this means, the Submit action should be available). My comment is also in PageFlow diagram. However, the prototype does not show this, instead on BibTex_Fetch_MD_Step3 it provides two options:a) short short preview and quickly submit (please note that short preview does not show all metadata fetched) b) check or edit all available metadata

• The prototype should not offer Option a) and option b) to be selected by the user, but should automatically invoke "option a)" - which was added with intention to provide "classical view item" no item id, no status information provided (because GUI Team thought it is too much disruption to directly show the full-edit mask as it was agreed originally. Therefore alternative approach was to make the view-item-page composed from the Value object (not retrieved from the FW) and in addition user would be able to "submit" the item (as she is doing it regularly from full edit mask) or go back to "edit" the item - by invoking the full-item edit mask. Therefore, "option a)" is what user automatically gets after Step2. --Natasa 16:05, 3 March 2008 (CET)

• Choose Collection

- Can this be linked to the according colab page?

Done --Rupert 13:58, 27 February 2008 (CET)

Error: it is linked to the "submit item" use case and not to "create item" use case --Natasa 16:05, 3 March 2008 (CET)

• Choose submission method

- Where does "cancel" lead?

Back to the Workspace ... Page Flow is updated. --Rupert 17:09, 27 February 2008 (CET)

Comment Natasa:

• There are misleading labels: In action links on left vertical bar one has "Easy submission". Breadcrumbs say "Short Submission".
• Proposal: why not naming "Manual submission" as "Use form for data entry" or smth similar, as manual submission is not clear --Natasa 16:05, 3 March 2008 (CET)

• Manual submission step 2

- "content-type" is now "content category" - The design of a file input cannot be influenced by CSS. It only depends on the locale set in the clients browser and on the OS (Windows, Linux, Mac). I will attach some examples. The GUI design has to take this into account. - I guess the red star at "genre" means that this field is mandatory. Why isn't there one at "title"?

Done, I added another asterix to the first line of authors --Rupert 13:58, 27 February 2008 (CET)

Comment Natasa

• please use consistent rule for labeling of fields (e.g. at present one has Upload new File, Content Category, Please Upload a file and define the type of content - here we have a mixture of sometimes camel case sometimes not, also the field label is content category and the message asks for the type of content - misleading)
• would be useful if label "Uploaded" is changed to "File" and if the file-name does not contain the directory name but only the "C:\filename.pdf"
• for uploaded files it would be useful if besides the "trash can" icon one has "editing icon" i.e. to be able to edit the category of the file without having to once again upload the same file for another content category (but that would also require some other extra work probably)
• Back/Next are labels to the arrow or are buttons with the arrow icon? (not clear, preference would be to have it as a button, in a same manner as "cancel")
• Maybe back/next can be right aligned next to each other and cancel button can be left alligned (this way it would not be central button on the form)
• missing file visibility for files and information on the file size, mime type after the file has been uploaded

• Manual submission step 3

- Creator names are split up into "Name" and "Family name". I expect this would cause faulty entries, because "Name" often is associated either with the surname or with the full name. IMO "Family name" and "Given name" would be better.

I took 'first name' because during interviews people were not sure about given name (!). --Rupert 13:58, 27 February 2008 (CET)

- Why should the user enter the number of a author?

If the list contains more authors this can be used to insert the author above. --Rupert 13:58, 27 February 2008 (CET)

- Once entered, an author cannot be edited anymore, can he?

No, just removed. In most cases scientists are willing to enter only the first author or corresponding author. The first entry should be in editable state until the last entry is filled or the next-button is operated. If the last field is filled, followed by enter, the line will be not editable any more and another editable line appears. --Rupert 13:58, 27 February 2008 (CET)

- If so, there should at least be the possibility to move creators up or down. Otherwise, the following can occur: The user enters 5 authors. Then she recognises that she produced at the first author. Now she has to delete all 5 authors to bring them back into the right order. - Is there a concept for entering authors in a predefined format yet? See http://colab.mpdl.mpg.de/mediawiki/Talk:Providing_Lists_of_Authors#Varieties_of_Lists

This would be wonderful, but lists of Authors are not scheduled for R3 so I took this simple approach. --Rupert 13:58, 27 February 2008 (CET)

• Manual submission step 4

- As it is decided that ONLY the "date published in print" will be asked for, there is no need for a dropdown meny, is there?

Could be a misunderstanding; as far as I know "one" publication date only should be possible which can have several types. The dropdown just contains a dummy entry. --Rupert 17:09, 27 February 2008 (CET)

- Because "Language", "Subject" and "Abstract" follow "Title of source, I as a user would have difficulties to decide if these fields belong to my publication or to its source.

So we put the Title of source below the other fields.--Rupert 17:09, 27 February 2008 (CET)

• Bibtex import step 2

- Same for file input as above - If the import was successful, the user is lead to "Bibtex import step 3". What happens, if the import fails?

Moves back to step 2 with a message above (see Page Flow). --Rupert 17:09, 27 February 2008 (CET)

• Bibtex import step 3

- Here and on "Choose submission method" radio buttons are used. The user could save one click if we would use direkt links ?!?

Right, but navigation should be done only with back and next. --Rupert 17:09, 27 February 2008 (CET)

Use Case

Reference Management Software for Lists of References

Publication Management

Albert Einstein Institute

Central European Time

Metadata

Graphical User Interface

Identifier

Reference Management Software for Lists of References

Cascading Style Sheets

Operating System

Portable Document Format