NCBI testing release 2 Dec 2021: Collections and Settings
Hi @lathrops1
This release issue is for Collections and Settings specifically. The related issues are labelled test-20211202-collections-and-settings
Features
Create and set up collection features
- NCBI system admin users create a collection from the relevant BCMS organization's Dashboard and choose it's settings.
- NCBI system admin and Org admin users edit a collection's settings
- NCBI system admin and Org admin users create settings templates for 'Book series' collection members
- NCBI system admin and Org admin user edit the collection members' setting templates
These relates all of the user stories in Setting epic (&8) and the following stories from Create collection epic (&7):
- Bookshelf staff need to be able to create collections and set up their setting
and metadatatemplates so Bookshelf submitters can easily submit books to them by FTP or by manual upload, and so Publishers / Editors can group and order their collection contents by automatic or manual build settings for accurate display and search on a collection landing page in Bookshelf-
Collections can be approved published series or products OR based on funding / funder of an approved publication format YOU CAN INDICATE IF A COLLECTION IS A PUBLISHED SERIES OR FUNDED WHEN YOU CREATE IT, BUT AFTER THAT IT IS HARD TO KNOW WHAT IS WHAT
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Submit books to collections
From the relevant BCMS organization's Dashboard:
- NCBI system admin, Org admin, and Editors submit books to a collection (at the point of creating the book)
- NCBI system admin, Org admin, and Editors submit books to a collection (after the book has been created)
- NCBI system admin, Org admin, and Editors can change which collection a book belong to (after the book has been created)
These relates to the following stories from Create collection epic (&7):
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NLM, Bookshelf, submitters may make mistakes and not properly add books to a collection, or not create a collection until after books have been submitted individually to Bookshelf, so will need to be able to move content in and out of collections after the fact of their submission - BUG, CANNOT DO IN SOME CASES -
Submitters can change their mind about their collection build settings - SOME MINOR BUGS
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Submitters need to be able to create a book that inherits proper organization, collection, and workflow information (templates for settings, metadata, funding) so errors do not occur in processing, display, and indexing
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Decisions required by NCBI:
One
We have not development the following:
When a book is added to a collection after the book has been created, change the book's settings to match the collection member's template (if added to a "book series" collection) or the publisher's organization template (if added to a "funded" collection).
The choice here is:
- Develop the above, but make the implications of this change clear to the user (i.e. any setting choices she has already made, or have been applied automatically from an organization or collection template, will be overwritten).
- Do not develop the above, but make it clear to the user that she may need need to update the settings of the book accordingly. SEE COMMENTS BELOW ABOUT CHOOSING THIS ONE
Two
We have not developed the "team" functionality for a collection specially. As with any book, relevant team members should be added to the collection to give them access. In phase 1, this includes the Editor role.
The choice here is:
- Develop the above, so that Sys Admins or Org Admins can assign specific users as Editors of the collection. If yes, we need to clarify the permissions of the Editor at collection level asap. SEE COMMENTS BELOW ABOUT CHOOSING THIS ONE
- Do not develop the above, which means that only users with the roles Sys Admins or Org Admins will be able to manage collection in phase 1. This is obviously the preference given the time constraints.
Bugs and design improvements
- Design improvement: we've implemented the changes to the settings templates as requested in #790 (closed)
- These bugs related to settings have been resolved:
- #748 (closed) -- "99" default value for "toc-max-depth" setting in NCBI clone book domains
- #789 (closed) -- Domain settings clone values are changing without NCBI making changes
- #827 (closed) -- domain error when adding book to collection (or updating existing book in collection). This involved time from both Coko and NCBI devs.