Release requirements
Releasing content to Bookshelf
Updated 29 July
User stories
- In the word workflow, the Editor needs to approve publication by actively publishing ready chapters to be added to the life Bookshelf site
- In the XML and PDF workflow, Publishers (Org admins) and Editors need to be able to apply settings whether they must approve a preview prior to their submissions being automatically released to the live Bookshelf site if no there are no errors or queries.
So when a book is set up there's an option to require approval from Org Admin/Editor -- this controls whether the "Publish" button is required or not. (Note: In the Word workflow this setting is ON by default and cannot be turned off.)
This setting is now separate from the approval by Previewers, which if ON allows for the "In Review" workflow.
Release checks
When books require approval from an Org Admin/Editor. before they can be published:
Use case 1: The book/book component has not been published before
- load to
prod
(PMCBook) with releasefalse
for all loading prior to the publish moment - load to
prod
(PMCBook) with releasetrue
when the 'Publish' button is selected.
Use case 2: The book/book component has been published before
- load to
preview
(PMCBookTest) with releasefalse
for all loading prior to the publish moment - load to
prod
(PMCBook) with releasetrue
when the 'Publish' button is selected.
When books *do not require approval from an Org Admin/Editor before they can be published:
Use case 3: The book/book component has not been published before:
- load to
prod
(PMCBook) with release =false
- if BCMS gets load to PMC notification with type
ERROR
orQUERY
, do nothing. User must correct the error and deal with queries in file. OR - if BCMS gets load to PMC notification with type
WARNING
, load toprod
(PMCBook) again with release =true
.
Use case 4: The book/book component has been published before:
- load to
preview
(PMCBookTest) with release =false
- if BCMS gets load to PMC notification with type
ERROR
orQUERY
, do nothing. User must correct the error and deal with queries in file. OR - if BCMS gets load to PMC notification with type
WARNING
, load toprod
(PMCBook) again with release =true
.