PubMan Action Matrix

Action matrix

NOTE: Has to be updated!

Matrix for simple WF

• Note: This matrix represents how the WF should be and not how currently the WF is implemented as PubMan has to deal with many workarounds.--Natasa 11:25, 16 June 2008 (UTC)

Comment Natasa: I think for Item withdrawal now we are only making it temporarily a restriction that it has to be on "released" versions. This is not true in fact, it is sufficient that there is at least 1 released version and then item can be withdrawn.

• note: actions in bold are not supported by the framework yet, but needed for R3.5
• --Natasa 13:05, 4 July 2008 (UTC) As all edit operations are available for the last version status only, that can be different from the item-public-status I changed the "item status" to "last version status".

Action	Role condition	last version status	Conditions	End last version status	Item handler actions
create item create item from template create new revision	is depositor	N/A	isInOpenContext	pending	create
edit & save item	is depositor	pending	isInOpenContext isItemVersionOwner isLastItemVersion publicStatusNotWithdrawn	pending	update
edit & release item	is depositor	pending	isInOpenContext isItemVersionOwner isLastItemVersion publicStatusNotWithdrawn	released	update submit release assignObjectPID assignVersionPID assignContentPID
release item	is depositor	pending	isInOpenContext isItemVersionOwner isLastItemVersion publicStatusNotWithdrawn	released	submit release assignObjectPID assignVersionPID assignContentPID
delete item	is depositor	pending	isInOpenContext isItemVersionOwner isLastItemVersion publicStatusNotReleased	-	delete
modify & save item (currently not possible due to user rights)	is depositor	released	isInOpenContext isItemOwner isLastItemVersion	pending	update
modify & save item	is moderator	released	isInOpenContext isLastItemVersion	pending	update does this make sense for a moderator? --Haarlaender 11:30, 24 June 2008 (UTC) I would agree with Markus. Probably moderator should actually first "fetch" the item to modify it with the "revise" method (change in the WF schema&need to talk to FIZ) --Natasa 13:29, 4 July 2008 (UTC)
modify & accept item (currently not possible due to user rights)	is depositor	released	isInOpenContext isItemOwner isLastItemVersion	released	update submit release assignVersionPID assignContentPID (optionally if new file is uploaded) why should depositor accept his/her own item? would not it rather be modify&release? --Natasa 13:29, 4 July 2008 (UTC)
modify & accept item	is moderator	released	isInOpenContext isLastItemVersion	released	update submit release assignVersionPID assignContentPID (optionally, if new file is uploaded)
withdraw item	is depositor	any	isInOpenContext isItemVersionOwner isLastItemVersion publicStatusReleased	withdrawn	withdraw

Matrix for standard WF

Action	Role condition	item status	Conditions	End item status	Item handler actions
create item	is depositor	N/A	selected open context	pending	create
create item from template	is depositor	N/A	selected open context	pending	create
create revision	is depositor	N/A	has open context, selected source item version is released	pending	create
edit item	is depositor	pending released	has open context is owner of the item is last item version	pending	update
edit item	is depositor	in rework	has open context is owner of the item is last item version	in rework	update
modify item	is moderator	submitted	has open context last item version	submitted	update
submit item	is depositor	pending in-rework	has open context is owner of the item last item version	submitted	update submit
edit & accept item	is moderator	submitted	has open context last item version	released	update release assignObjectPID assignVersionPID assignContentPID
delete item	is depositor	pending	has open context is owner of the item last item version no released version exists	-	delete
modify & save item	is depositor	released	has open context is owner of the item last item version	pending	update
modify & save item	is moderator	released	has open context last item version	submitted	update submit does this make sense for a moderator? --Haarlaender 11:57, 24 June 2008 (UTC)
modify & submit item	is depositor	released	has open context is owner of the item last item version	submitted	update submit
modify & accept item	is moderator	released	has open context last item version	released	update submit release assignVersionPID assignContentPID (optionally)
send back for re-work	is moderator	submitted	has open context last item version	in rework	revise
withdraw item	is depositor	released	has open context is owner of the item last item version	withdrawn	withdraw

Not workfow dependant matrix

• user = any user (logged in and not logged in)
• registered user = logged in user (currently depositor and moderator)

Action	Role condition	item status	Conditions	Item handler actions
view item list	user	released	last item version
browse by organizational unit	user	released	last item version
view item version	user	released, withdrawn	last item version
view item version	registered user	pending, submitted, in re-work	last item version
view release history	user	released, withdrawn	last item version
view release history	registered user	pending, submitted, in re-work	last item version
view item event log	registered user	pending, submitted, released, in re-work	last item version
view revisions of item	user	released, withdrawn	last item version
view revision of item	registered user	pending, submitted, released, in re-work	last item version
view item statistics	user	released, withdrawn	last item version
view item statistics	registered user	pending, submitted, released, in re-work	last item version
view my items	registered user	pending, submitted, released, withdrawn, in re-work	last item version
export item	user	released	last item version
do simple search	user	released	last item version
do advanced search	user	released	last item version

Link matrix/action menus

Link matrix for view item version

Link name	Pending	Submitted	Released	Withdrawn	in re-work	Release/Version	User
View release history	X	X	X	X	X	Latest Release	all
View revisions	X	X	X	X	X	Latest Release	all
View statistics	X	X	X	X	X	Latest Release	all
View log	X	X	X		X	Latest Release	registered user

Matrix for action menu

Action	Pending	Submitted	Released	Withdrawn	in re-work	Release/Version	User
Create new revision			X			Latest release	depositor
Create item from template	X	X	X		X	Latest version	depositor
Withdraw			X			Latest release	depositor (owner)
Modify			X			Latest version	depositor (owner) or moderator
Edit	X	X			X	Latest version	depositor (owner)
Edit		X				Latest version	moderator
Submit	X				X	Latest version	depositor (owner)
Delete	X				X	Latest version	depositor (owner)
Send back for re-work		X				Latest version	moderator

Workflow

Publication Management

Coordinated Universal Time

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