[GeoNetwork-devel] CFV: Metadata status and status actions to support editing and publishing workflows

Dear PSC,

A proposal to add metadata status (draft, submitted, approved, rejected and retired) and associated user interface functions is available at metadataworkflow – GeoNetwork opensource Developer website

The behaviours associated with status changes eg. status automatically set to draft when a record with approved status is edited or publish to 'all' when a record is approved, can be changed by replacing a java class which encapsulates these behaviours.

The idea behind this proposal is to provide better support metadata editing and publishing workflows.

A patch is attached to the proposal.

Cheers and thanks,
Simon

+1 from Simon, this is a good new feature.

One question on the patch, there is a SVNManager in it. Your next
proposal will be on metadata versionning ? :slight_smile:

Some minor comments on the patch:
* in AccessManager#join, maybe you could use Guava [1] which is one
of our dependendy
* buildMetadataSearchLink, it could be nice to have "main.search"
service ref as a parameter of the class to be able to link to other
UI. Also, the URL as http://localhost:8080/geonetwork?_status=
should work as it will be redirected to the home page (and will be
routed according to client UI configuration)

Thanks.

Francois

PS : reminder for pending CFV on document boosting [2]

[1] http://guava-libraries.googlecode.com/svn/trunk/javadoc/com/google/common/base/Joiner.html
[2] http://osgeo-org.1803224.n2.nabble.com/CFV-Proposal-to-add-Document-and-Field-Boosting-to-Lucene-config-td7111339.html

2011/12/24 <Simon.Pigot@anonymised.com>:

Dear PSC,

A proposal to add metadata status (draft, submitted, approved, rejected and retired) and associated user interface functions is available at http://trac.osgeo.org/geonetwork/wiki/metadataworkflow

The behaviours associated with status changes eg. status automatically set to draft when a record with approved status is edited or publish to 'all' when a record is approved, can be changed by replacing a java class which encapsulates these behaviours.

The idea behind this proposal is to provide better support metadata editing and publishing workflows.

A patch is attached to the proposal.

Cheers and thanks,
Simon
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+1, It is a really useful feature.

Thanks Simon, and Happy New Year!

Patrizia

-----Original Message-----
From: Simon.Pigot@anonymised.com [mailto:Simon.Pigot@anonymised.com]
Sent: 24 December 2011 03:16
To: geonetwork-devel@lists.sourceforge.net
Subject: [GeoNetwork-devel] CFV: Metadata status and status actions to support editing and publishing workflows

Dear PSC,

A proposal to add metadata status (draft, submitted, approved, rejected and retired) and associated user interface functions is available at http://trac.osgeo.org/geonetwork/wiki/metadataworkflow

The behaviours associated with status changes eg. status automatically set to draft when a record with approved status is edited or publish to 'all' when a record is approved, can be changed by replacing a java class which encapsulates these behaviours.

The idea behind this proposal is to provide better support metadata editing and publishing workflows.

A patch is attached to the proposal.

Cheers and thanks,
Simon
------------------------------------------------------------------------------
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new or port existing apps to sell to consumers worldwide. Explore the
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Hi Simon

It’s a nice feature.

I think I can’t vote, anyway +1 just in case. Only 2 comments:

  • when a ‘Content Reviewer’ changes the state on a metadata record(s) from ‘Submitted’ to ‘Accepted’ or ‘Rejected’, the owner of the metadata record is informed of the status change via email AND the group ‘All’ is assigned all privileges except ‘Editing’ (ie. the record is publicly accessible).

I understand this comment: the group ‘All’ is assigned all privileges except ‘Editing’ only applies when metadata status is Accepted not when Rejected, correct?

  • An enhancement that can be done in the future is adding status filter in Administration > My metadata.

Regards,
Jose García

On Tue, Dec 27, 2011 at 1:11 PM, Monteduro, Patrizia (NRL) <Patrizia.Monteduro@anonymised.com> wrote:

+1, It is a really useful feature.

Thanks Simon, and Happy New Year!

Patrizia

-----Original Message-----
From: Simon.Pigot@anonymised.com [mailto:Simon.Pigot@anonymised.com]
Sent: 24 December 2011 03:16
To: geonetwork-devel@lists.sourceforge.net
Subject: [GeoNetwork-devel] CFV: Metadata status and status actions to support editing and publishing workflows

Dear PSC,

A proposal to add metadata status (draft, submitted, approved, rejected and retired) and associated user interface functions is available at http://trac.osgeo.org/geonetwork/wiki/metadataworkflow

The behaviours associated with status changes eg. status automatically set to draft when a record with approved status is edited or publish to ‘all’ when a record is approved, can be changed by replacing a java class which encapsulates these behaviours.

The idea behind this proposal is to provide better support metadata editing and publishing workflows.

A patch is attached to the proposal.

Cheers and thanks,
Simon

Write once. Port to many.
Get the SDK and tools to simplify cross-platform app development. Create
new or port existing apps to sell to consumers worldwide. Explore the
Intel AppUpSM program developer opportunity. appdeveloper.intel.com/join http://p.sf.net/sfu/intel-appdev _______________________________________________
GeoNetwork-devel mailing list GeoNetwork-devel@lists.sourceforge.net
https://lists.sourceforge.net/lists/listinfo/geonetwork-devel
GeoNetwork OpenSource is maintained at http://sourceforge.net/projects/geonetwork


Write once. Port to many.
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+1 from me.

I guess a couple of things should be fixed in the proposal wiki page anyway:

when a 'Content Reviewer' changes the state on a metadata record(s) from
'Submitted' to 'Accepted' or 'Rejected', the owner of the metadata record is
informed of the status change via email AND the group 'All' is assigned all
privileges except 'Editing' (ie. the record is publicly accessible).

When a metadata is in the Rejected state, the All group should not have access
to it.

Furthermore, examine the case when an editor fixes a typo in an already
approved metadata. With the old behaviour the metadata is still visibile to
All, while the new one will hide it.
While this new behaviour is more correct in a publishing workflow, I think
this change has to be underlined as a functional backward compatibility issue.

   Cheers (and happy 2012 :slight_smile: ),
   Emanuele

Alle 03:15:33 di Saturday 24 December 2011, Simon.Pigot@anonymised.com ha scritto:

Dear PSC,

A proposal to add metadata status (draft, submitted, approved, rejected and
retired) and associated user interface functions is available at
http://trac.osgeo.org/geonetwork/wiki/metadataworkflow

The behaviours associated with status changes eg. status automatically set
to draft when a record with approved status is edited or publish to 'all'
when a record is approved, can be changed by replacing a java class which
encapsulates these behaviours.

The idea behind this proposal is to provide better support metadata editing
and publishing workflows.

A patch is attached to the proposal.

Cheers and thanks,
Simon
---------------------------------------------------------------------------
--- Write once. Port to many.
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new or port existing apps to sell to consumers worldwide. Explore the
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http://sourceforge.net/projects/geonetwork

When a metadata is in the Rejected state, the All group should not have
access to it.

Uhm, ok, Jose already pointed this out :slight_smile:

   Ciao,
   Emanuele
   
Alle 11:31:20 di Monday 2 January 2012, Emanuele Tajariol ha scritto:

+1 from me.

I guess a couple of things should be fixed in the proposal wiki page anyway:
> when a 'Content Reviewer' changes the state on a metadata record(s) from
> 'Submitted' to 'Accepted' or 'Rejected', the owner of the metadata record
> is informed of the status change via email AND the group 'All' is
> assigned all privileges except 'Editing' (ie. the record is publicly
> accessible).

When a metadata is in the Rejected state, the All group should not have
access to it.

Furthermore, examine the case when an editor fixes a typo in an already
approved metadata. With the old behaviour the metadata is still visibile to
All, while the new one will hide it.
While this new behaviour is more correct in a publishing workflow, I think
this change has to be underlined as a functional backward compatibility
issue.

   Cheers (and happy 2012 :slight_smile: ),
   Emanuele

Alle 03:15:33 di Saturday 24 December 2011, Simon.Pigot@anonymised.com ha scritto:
> Dear PSC,
>
> A proposal to add metadata status (draft, submitted, approved, rejected
> and retired) and associated user interface functions is available at
> http://trac.osgeo.org/geonetwork/wiki/metadataworkflow
>
> The behaviours associated with status changes eg. status automatically
> set to draft when a record with approved status is edited or publish to
> 'all' when a record is approved, can be changed by replacing a java
> class which encapsulates these behaviours.
>
> The idea behind this proposal is to provide better support metadata
> editing and publishing workflows.
>
> A patch is attached to the proposal.
>
> Cheers and thanks,
> Simon
> -------------------------------------------------------------------------
> -- --- Write once. Port to many.
> Get the SDK and tools to simplify cross-platform app development. Create
> new or port existing apps to sell to consumers worldwide. Explore the
> Intel AppUpSM program developer opportunity. appdeveloper.intel.com/join
> http://p.sf.net/sfu/intel-appdev
> _______________________________________________
> GeoNetwork-devel mailing list
> GeoNetwork-devel@lists.sourceforge.net
> https://lists.sourceforge.net/lists/listinfo/geonetwork-devel
> GeoNetwork OpenSource is maintained at
> http://sourceforge.net/projects/geonetwork

On 01/02/2012 09:31 PM, Emanuele Tajariol wrote:

+1 from me.

I guess a couple of things should be fixed in the proposal wiki page anyway:

when a 'Content Reviewer' changes the state on a metadata record(s) from
'Submitted' to 'Accepted' or 'Rejected', the owner of the metadata record is
informed of the status change via email AND the group 'All' is assigned all
privileges except 'Editing' (ie. the record is publicly accessible).

When a metadata is in the Rejected state, the All group should not have access
to it.

Yep - Jose noticed that too - thanks - this was just a mistake in describing the state changes in the proposal. As you might expect the code does not give the group 'All' permissions if the state is being set to 'Rejected' :-). I've amended the proposal accordingly.

Furthermore, examine the case when an editor fixes a typo in an already
approved metadata. With the old behaviour the metadata is still visibile to
All, while the new one will hide it.
While this new behaviour is more correct in a publishing workflow, I think
this change has to be underlined as a functional backward compatibility issue.

Thanks Emanuele. I've amended the proposal to include this backwards compatibility issue.

Checking the patch, I realize that the proposal didn't quite describe everything that happens here because if the user checks 'Minor edit' before saving the record, then the status is not reset to 'Draft'. (Proposal is amended to include this now).

Taking notice of 'Minor edit' and the permission changes themselves are the default behaviour. A site could set up different behaviour for this 'event' using the methods described in the proposal eg. if they wanted to ignore the 'Minor edit' and force the record back to 'Draft' status for any edit change.

Happy 2012 to you too! :slight_smile:
Cheers and thanks,
Simon

    Cheers (and happy 2012 :slight_smile: ),
    Emanuele

Alle 03:15:33 di Saturday 24 December 2011, Simon.Pigot@anonymised.com ha scritto:

Dear PSC,

A proposal to add metadata status (draft, submitted, approved, rejected and
retired) and associated user interface functions is available at
metadataworkflow – GeoNetwork opensource Developer website

The behaviours associated with status changes eg. status automatically set
to draft when a record with approved status is edited or publish to 'all'
when a record is approved, can be changed by replacing a java class which
encapsulates these behaviours.

The idea behind this proposal is to provide better support metadata editing
and publishing workflows.

A patch is attached to the proposal.

Cheers and thanks,
Simon
---------------------------------------------------------------------------
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new or port existing apps to sell to consumers worldwide. Explore the
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Dear Simon,
First of all a Happy New Year to you (and to all others on this list!),

I quite like the proposal! I have a few questions and remarks:

  • The parameters in the request are _status and _statusChangeDate , using the underscore. What’s the reason for the underscore and is it a convention that you would like to be adopted more broadly? It is a bit confusing to me since no other parameters use this AFAIK in existing services!?

  • The Reviewer automatically changes the privileges for the All group of a record when the status is set to Accepted. I don’t really like that since it mixes two different things here: (1) is the metadata in good shape for publishing, and (2) who has access to it. This means that as a Reviewer I can’t decide to Accept the record while it is only visible to a specific group of users. While I understand the convenience of the shortcut, I think it should not be taken. I have been thinking if there should be an “unless” scenario, but think it is not a good idea full stop :slight_smile: The Editor or the Reviewer could set the preferred privileges, but unless the status is not Approved (or Retired!? Will those still be visible?) it will not be visible to others irrespective of the Group(s) they are member of.

Otherwise it is a good improvement for GeoNetwork!
Cheers,
Jeroen

On 24 dec. 2011, at 03:15, <Simon.Pigot@anonymised.com> <Simon.Pigot@anonymised.com> wrote:

Dear PSC,

A proposal to add metadata status (draft, submitted, approved, rejected and retired) and associated user interface functions is available at http://trac.osgeo.org/geonetwork/wiki/metadataworkflow

The behaviours associated with status changes eg. status automatically set to draft when a record with approved status is edited or publish to ‘all’ when a record is approved, can be changed by replacing a java class which encapsulates these behaviours.

The idea behind this proposal is to provide better support metadata editing and publishing workflows.

A patch is attached to the proposal.

Cheers and thanks,

Simon


Write once. Port to many.

Get the SDK and tools to simplify cross-platform app development. Create

new or port existing apps to sell to consumers worldwide. Explore the

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**GeoCat** introduces Bridge© An extension to ArcGIS© to instantly publish data and metadata on GeoServer and GeoNetwork. See [http://geocat.net](http://geocat.net/) for more details.


Jeroen Ticheler

GeoCat bv
Veenderweg 13
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http://geocat.net

Please consider the environment before printing this email.

Hi Jeroen,

I agree with you on the shortcut - the reviewer should be able to 'Approve' without the record automatically becoming available to 'All'. Of course, if anyone wants that shortcut then they can override the default behaviour in their own overlay to include it - I'll comment it out in the DefaultStatusActions class, leaving it as an example of a shortcut that could be used if desired.

The underscore prefix on lucene fields, yes, a good opportunity to review this!

I've used it for the lucene fields _status and _statusChangeDate as this seems to be the convention for fields added to the index document by the java code in the indexMetadata method in DataManager.java. My understanding is that it is supposed to indicate that the field is set and managed by the GeoNetwork code, usually from a value in a database table. That is, these fields cannot be directly updated by the user eg. as part of a CSW transaction update request (and nearly all of them are not part of the metadata record anyway).

Note that the CSW server and other search services (like the one in the URL included in the status change emails) can still query most of these fields. They can be quite useful for the expert user to use in queries if they know something about the field eg. _status, _valid, _schema etc.

Cheers,
Simon

On 01/03/2012 03:18 AM, Jeroen Ticheler wrote:

Dear Simon,
First of all a Happy New Year to you (and to all others on this list!),

I quite like the proposal! I have a few questions and remarks:

- The parameters in the request are _status and _statusChangeDate , using the underscore. What's the reason for the underscore and is it a convention that you would like to be adopted more broadly? It is a bit confusing to me since no other parameters use this AFAIK in existing services!?

- The Reviewer automatically changes the privileges for the All group of a record when the status is set to Accepted. I don't really like that since it mixes two different things here: (1) is the metadata in good shape for publishing, and (2) who has access to it. This means that as a Reviewer I can't decide to Accept the record while it is only visible to a specific group of users. While I understand the convenience of the shortcut, I think it should not be taken. I have been thinking if there should be an "unless" scenario, but think it is not a good idea full stop :slight_smile: The Editor or the Reviewer could set the preferred privileges, but unless the status is not Approved (or Retired!? Will those still be visible?) it will not be visible to others irrespective of the Group(s) they are member of.

Otherwise it is a good improvement for GeoNetwork!
Cheers,
Jeroen

On 24 dec. 2011, at 03:15, <Simon.Pigot@anonymised.com <mailto:Simon.Pigot@anonymised.com>> <Simon.Pigot@anonymised.com <mailto:Simon.Pigot@anonymised.com>> wrote:

Dear PSC,

A proposal to add metadata status (draft, submitted, approved, rejected and retired) and associated user interface functions is available at metadataworkflow – GeoNetwork opensource Developer website

The behaviours associated with status changes eg. status automatically set to draft when a record with approved status is edited or publish to 'all' when a record is approved, can be changed by replacing a java class which encapsulates these behaviours.

The idea behind this proposal is to provide better support metadata editing and publishing workflows.

A patch is attached to the proposal.

Cheers and thanks,
Simon
------------------------------------------------------------------------------
Write once. Port to many.
Get the SDK and tools to simplify cross-platform app development. Create
new or port existing apps to sell to consumers worldwide. Explore the
Intel AppUpSM program developer opportunity. appdeveloper.intel.com/join <http://appdeveloper.intel.com/join&gt;
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GeoNetwork-devel@lists.sourceforge.net <mailto:GeoNetwork-devel@lists.sourceforge.net>
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____________________________________________________
*
**
*
*GeoCat*
*
* introducesBridge©
*
An extension to ArcGIS© to instantly publish data and metadata on GeoServer and GeoNetwork.
*
See http://geocat.net/&gt; for more details.
*
**
*
Jeroen Ticheler
GeoCat bv
Veenderweg 13
6721 WD Bennekom
The Netherlands
Tel: +31 (0)6 81286572
http://geocat.net
*

Please consider the environment before printing this email.

------------------------------------------------------------------------------
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Hi Francois,

Sorry for the slow response - I'll take a look at Guava and yes the service ref should be a parameter of the class and the redirect looks like a better way of doing this. I'll try it out.

Yes - the metadata version implementation is coming along - eventually went down the subversion path (which has been discussed down here a few times but which heikki also suggested last time it was raised here) mostly because the tools to look at a subversion repo with metadata changes and do useful things with it are already out there (as opposed to building all these services on top of a database implementation). There is a potential issue though with making sure that the db and subversion repo with metadata changes are maintained consistently. Also capturing many changes to metadata permissions etc as changes to the properties of a subversion repository item needs a grouping solution.

Haven't forgotten the boosting proposal either - from the brief chance I've had to look at it I can't see any issues but I'd like to do some more with it - I'll get on with it :-).

Cheers,
Simon

On 12/26/2011 06:24 PM, Francois Prunayre wrote:

+1 from Simon, this is a good new feature.

One question on the patch, there is a SVNManager in it. Your next
proposal will be on metadata versionning ? :slight_smile:

Some minor comments on the patch:
  * in AccessManager#join, maybe you could use Guava [1] which is one
of our dependendy
  * buildMetadataSearchLink, it could be nice to have "main.search"
service ref as a parameter of the class to be able to link to other
UI. Also, the URL as http://localhost:8080/geonetwork?_status=
should work as it will be redirected to the home page (and will be
routed according to client UI configuration)

Thanks.

Francois

PS : reminder for pending CFV on document boosting [2]

[1] http://guava-libraries.googlecode.com/svn/trunk/javadoc/com/google/common/base/Joiner.html
[2] http://osgeo-org.1803224.n2.nabble.com/CFV-Proposal-to-add-Document-and-Field-Boosting-to-Lucene-config-td7111339.html

2011/12/24<Simon.Pigot@anonymised.com>:

Dear PSC,

A proposal to add metadata status (draft, submitted, approved, rejected and retired) and associated user interface functions is available at metadataworkflow – GeoNetwork opensource Developer website

The behaviours associated with status changes eg. status automatically set to draft when a record with approved status is edited or publish to 'all' when a record is approved, can be changed by replacing a java class which encapsulates these behaviours.

The idea behind this proposal is to provide better support metadata editing and publishing workflows.

A patch is attached to the proposal.

Cheers and thanks,
Simon
------------------------------------------------------------------------------
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hi Simon,

although maybe straying a bit from the mail subject, about Lucene field names:

I think it’s fine to have some fields starting with _, though it would be good if the meaning of this convention be documented in the developer’s documentation, if it isn’t already.

Another thing is that some Lucene fields have meaningless names, like “_op2” – this is I think something that one day we might fix. See http://trac.osgeo.org/geonetwork/ticket/409.

Just my 2¢,
Heikki Doeleman

On Tue, Jan 3, 2012 at 8:22 AM, Simon Pigot <Simon.Pigot@anonymised.com> wrote:

Hi Jeroen,

I agree with you on the shortcut - the reviewer should be able to
‘Approve’ without the record automatically becoming available to ‘All’.
Of course, if anyone wants that shortcut then they can override the
default behaviour in their own overlay to include it - I’ll comment it
out in the DefaultStatusActions class, leaving it as an example of a
shortcut that could be used if desired.

The underscore prefix on lucene fields, yes, a good opportunity to
review this!

I’ve used it for the lucene fields _status and _statusChangeDate as this
seems to be the convention for fields added to the index document by the
java code in the indexMetadata method in DataManager.java. My
understanding is that it is supposed to indicate that the field is set
and managed by the GeoNetwork code, usually from a value in a database
table. That is, these fields cannot be directly updated by the user eg.
as part of a CSW transaction update request (and nearly all of them are
not part of the metadata record anyway).

Note that the CSW server and other search services (like the one in the
URL included in the status change emails) can still query most of these
fields. They can be quite useful for the expert user to use in queries
if they know something about the field eg. _status, _valid, _schema etc.

Cheers,
Simon

On 01/03/2012 03:18 AM, Jeroen Ticheler wrote:

Dear Simon,
First of all a Happy New Year to you (and to all others on this list!),

I quite like the proposal! I have a few questions and remarks:

  • The parameters in the request are _status and _statusChangeDate ,
    using the underscore. What’s the reason for the underscore and is it a
    convention that you would like to be adopted more broadly? It is a bit
    confusing to me since no other parameters use this AFAIK in existing
    services!?

  • The Reviewer automatically changes the privileges for the All group
    of a record when the status is set to Accepted. I don’t really like
    that since it mixes two different things here: (1) is the metadata in
    good shape for publishing, and (2) who has access to it. This means
    that as a Reviewer I can’t decide to Accept the record while it is
    only visible to a specific group of users. While I understand the
    convenience of the shortcut, I think it should not be taken. I have
    been thinking if there should be an “unless” scenario, but think it is
    not a good idea full stop :slight_smile: The Editor or the Reviewer could set the
    preferred privileges, but unless the status is not Approved (or
    Retired!? Will those still be visible?) it will not be visible to
    others irrespective of the Group(s) they are member of.

Otherwise it is a good improvement for GeoNetwork!
Cheers,
Jeroen

On 24 dec. 2011, at 03:15, <Simon.Pigot@anonymised.com
mailto:[Simon.Pigot@anonymised.com...](mailto:Simon.Pigot@anonymised.com)> <Simon.Pigot@anonymised.com
mailto:[Simon.Pigot@anonymised.com...](mailto:Simon.Pigot@anonymised.com)> wrote:

Dear PSC,

A proposal to add metadata status (draft, submitted, approved,
rejected and retired) and associated user interface functions is
available at http://trac.osgeo.org/geonetwork/wiki/metadataworkflow

The behaviours associated with status changes eg. status
automatically set to draft when a record with approved status is
edited or publish to ‘all’ when a record is approved, can be changed
by replacing a java class which encapsulates these behaviours.

The idea behind this proposal is to provide better support metadata
editing and publishing workflows.

A patch is attached to the proposal.

Cheers and thanks,
Simon

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An extension to ArcGIS© to instantly publish data and metadata on
GeoServer and GeoNetwork.
*
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See http://geocat.net <http://geocat.net/> for more details.
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