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Structured Object Functional Requirements

MF
Megan Forbes
Thu, Aug 16, 2012 8:14 PM

Folks,

Please take a look at CSPACE-5458 (
http://issues.collectionspace.org/browse/CSPACE-5458), which outlines the
functional requirements for structured objects (or, objects with
components, or sub-objects...or whatever you'd like to call them!). This is
the main new functionality planned for release 2.7, and the last major
piece of functionality planned for release 3.0.

In short, the basic requirements are very similar to those currently in
place for hierarchical vocabularies.

  • User can assign a parent record to an object record

  • User can assign a child record to an object record

  • User can view an object record's parent, child, or sibling records

Similar restrictions to those for hierarchical vocabs:

  • An object can have only one parent

  • User should be warned if object added as child already has a parent

There are open questions around the workflows and user interaction - please
see the Jira and wireframes (attached to the Jira) for extended
information. Please feel free to add comments and questions to the Jira, or
to respond to this email with questions, suggestions for improvement, etc.

We are on a tight schedule here as we wind down 3.0, so please send your
thoughts over soon!

Thanks so much,
Megan

--
Megan Forbes
Collection Manager

Museum of the Moving Image
36-01 35 Avenue  Astoria, NY 11106
movingimage.us  718 777 6800
Direct 718 777 6834

Folks, Please take a look at CSPACE-5458 ( http://issues.collectionspace.org/browse/CSPACE-5458), which outlines the functional requirements for structured objects (or, objects with components, or sub-objects...or whatever you'd like to call them!). This is the main new functionality planned for release 2.7, and the last major piece of functionality planned for release 3.0. In short, the basic requirements are very similar to those currently in place for hierarchical vocabularies. - User can assign a parent record to an object record - User can assign a child record to an object record - User can view an object record's parent, child, or sibling records Similar restrictions to those for hierarchical vocabs: - An object can have only one parent - User should be warned if object added as child already has a parent There are open questions around the workflows and user interaction - please see the Jira and wireframes (attached to the Jira) for extended information. Please feel free to add comments and questions to the Jira, or to respond to this email with questions, suggestions for improvement, etc. We are on a tight schedule here as we wind down 3.0, so please send your thoughts over soon! Thanks so much, Megan -- Megan Forbes Collection Manager Museum of the Moving Image 36-01 35 Avenue Astoria, NY 11106 movingimage.us 718 777 6800 Direct 718 777 6834
CH
Chris Hoffman
Mon, Aug 20, 2012 7:00 PM

Hi Megan,

Thanks for sending out this note!  This is really important functionality, and we're looking forward to it.  I've asked some others on campus to look at this as well, but I'll respond with some points that I think are relevant to a few deployments here.

I suspect Interaction option 1 might be sufficient and even preferred here for the following reasons:

  • Patrick Schmitz warned me that Interaction option 2 (keyword search) would likely change how hierarchical relationships are managed in authorities to this model, and I think that would not be good.  Term completion works well for authorities.
  • Option 1 allows users to create new sub-objects on the fly without having to create them in advance, which is good
  • In collections with lots of data, e.g., PAHMA, doing a keyword search can be slow

A few related notes:

In the Jira, below the summary workflow for option 1, you write:

If new record is created, it contains only the ID number entered into the auto-complete field. Data and relations are not copied over.

I assume, the relation between the object and sub-object are created.  A nice-to-have here would be to use the settings for Create From New to bring over the values into the sub-object (implementers can configure which fields get copied over).  Probably too complicated for this round of work though.

For PAHMA, we have implemented a javascript method on the Collection Object screen to derive a sortableObjectNumber value which allows sorting to happen nicely. We would need to do something different to accommodate option 1 (a nuxeo event version of this or a database trigger).

In the wireframes, the first field in the upper left under Object Hierarchy is just labeled "Object" .  Is that supposed to be "Broader Object" or  "Parent Object"?  In the wireframes, it's not clear how you would see the parent object if you are on a sub-object record.

I'm really thrilled to see that you're including the ability to specify the Object component type relationship!

Thanks!
Chris

On Aug 16, 2012, at 1:14 PM, Megan Forbes wrote:

Folks,

Please take a look at CSPACE-5458 (http://issues.collectionspace.org/browse/CSPACE-5458), which outlines the functional requirements for structured objects (or, objects with components, or sub-objects...or whatever you'd like to call them!). This is the main new functionality planned for release 2.7, and the last major piece of functionality planned for release 3.0.

In short, the basic requirements are very similar to those currently in place for hierarchical vocabularies.
User can assign a parent record to an object record
User can assign a child record to an object record
User can view an object record's parent, child, or sibling records
Similar restrictions to those for hierarchical vocabs:
An object can have only one parent
User should be warned if object added as child already has a parent

There are open questions around the workflows and user interaction - please see the Jira and wireframes (attached to the Jira) for extended information. Please feel free to add comments and questions to the Jira, or to respond to this email with questions, suggestions for improvement, etc.

We are on a tight schedule here as we wind down 3.0, so please send your thoughts over soon!

Thanks so much,
Megan

--
Megan Forbes
Collection Manager

Museum of the Moving Image
36-01 35 Avenue  Astoria, NY 11106
movingimage.us  718 777 6800
Direct 718 777 6834


Talk mailing list
Talk@lists.collectionspace.org
http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org

Hi Megan, Thanks for sending out this note! This is really important functionality, and we're looking forward to it. I've asked some others on campus to look at this as well, but I'll respond with some points that I think are relevant to a few deployments here. I suspect Interaction option 1 might be sufficient and even preferred here for the following reasons: - Patrick Schmitz warned me that Interaction option 2 (keyword search) would likely change how hierarchical relationships are managed in authorities to this model, and I think that would not be good. Term completion works well for authorities. - Option 1 allows users to create new sub-objects on the fly without having to create them in advance, which is good - In collections with lots of data, e.g., PAHMA, doing a keyword search can be slow A few related notes: In the Jira, below the summary workflow for option 1, you write: > If new record is created, it contains only the ID number entered into the auto-complete field. Data and relations are not copied over. I assume, the relation between the object and sub-object are created. A nice-to-have here would be to use the settings for Create From New to bring over the values into the sub-object (implementers can configure which fields get copied over). Probably too complicated for this round of work though. For PAHMA, we have implemented a javascript method on the Collection Object screen to derive a sortableObjectNumber value which allows sorting to happen nicely. We would need to do something different to accommodate option 1 (a nuxeo event version of this or a database trigger). In the wireframes, the first field in the upper left under Object Hierarchy is just labeled "Object" . Is that supposed to be "Broader Object" or "Parent Object"? In the wireframes, it's not clear how you would see the parent object if you are on a sub-object record. I'm really thrilled to see that you're including the ability to specify the Object component type relationship! Thanks! Chris On Aug 16, 2012, at 1:14 PM, Megan Forbes wrote: > Folks, > > Please take a look at CSPACE-5458 (http://issues.collectionspace.org/browse/CSPACE-5458), which outlines the functional requirements for structured objects (or, objects with components, or sub-objects...or whatever you'd like to call them!). This is the main new functionality planned for release 2.7, and the last major piece of functionality planned for release 3.0. > > In short, the basic requirements are very similar to those currently in place for hierarchical vocabularies. > User can assign a parent record to an object record > User can assign a child record to an object record > User can view an object record's parent, child, or sibling records > Similar restrictions to those for hierarchical vocabs: > An object can have only one parent > User should be warned if object added as child already has a parent > > There are open questions around the workflows and user interaction - please see the Jira and wireframes (attached to the Jira) for extended information. Please feel free to add comments and questions to the Jira, or to respond to this email with questions, suggestions for improvement, etc. > > We are on a tight schedule here as we wind down 3.0, so please send your thoughts over soon! > > Thanks so much, > Megan > > > > -- > Megan Forbes > Collection Manager > > Museum of the Moving Image > 36-01 35 Avenue Astoria, NY 11106 > movingimage.us 718 777 6800 > Direct 718 777 6834 > > > _______________________________________________ > Talk mailing list > Talk@lists.collectionspace.org > http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org
MF
Megan Forbes
Mon, Aug 20, 2012 7:28 PM

Great questions, Chris, thanks.

I put some answers/notes up on the Jira, along with an updated set of
wireframes. Please take a look!

Thanks,
M

On Mon, Aug 20, 2012 at 3:00 PM, Chris Hoffman
chris.hoffman@berkeley.eduwrote:

Hi Megan,

Thanks for sending out this note!  This is really important functionality,
and we're looking forward to it.  I've asked some others on campus to look
at this as well, but I'll respond with some points that I think are
relevant to a few deployments here.

I suspect Interaction option 1 might be sufficient and even preferred here
for the following reasons:

  • Patrick Schmitz warned me that Interaction option 2 (keyword search)
    would likely change how hierarchical relationships are managed in
    authorities to this model, and I think that would not be good.  Term
    completion works well for authorities.
  • Option 1 allows users to create new sub-objects on the fly without
    having to create them in advance, which is good
  • In collections with lots of data, e.g., PAHMA, doing a keyword search
    can be slow

A few related notes:

In the Jira, below the summary workflow for option 1, you write:

If new record is created, it contains only the ID number entered into the
auto-complete field. Data and relations are not copied over.

I assume, the relation between the object and sub-object are created.  A
nice-to-have here would be to use the settings for Create From New to bring
over the values into the sub-object (implementers can configure which
fields get copied over).  Probably too complicated for this round of work
though.

For PAHMA, we have implemented a javascript method on the Collection
Object screen to derive a sortableObjectNumber value which allows sorting
to happen nicely. We would need to do something different to accommodate
option 1 (a nuxeo event version of this or a database trigger).

In the wireframes, the first field in the upper left under Object
Hierarchy is just labeled "Object" .  Is that supposed to be "Broader
Object" or  "Parent Object"?  In the wireframes, it's not clear how you
would see the parent object if you are on a sub-object record.

I'm really thrilled to see that you're including the ability to specify
the Object component type relationship!

Thanks!
Chris

On Aug 16, 2012, at 1:14 PM, Megan Forbes wrote:

Folks,

Please take a look at CSPACE-5458 (
http://issues.collectionspace.org/browse/CSPACE-5458), which outlines the
functional requirements for structured objects (or, objects with
components, or sub-objects...or whatever you'd like to call them!). This is
the main new functionality planned for release 2.7, and the last major
piece of functionality planned for release 3.0.

In short, the basic requirements are very similar to those currently in
place for hierarchical vocabularies.

- User can assign a parent record to an object record


- User can assign a child record to an object record


- User can view an object record's parent, child, or sibling records

Similar restrictions to those for hierarchical vocabs:

- An object can have only one parent


- User should be warned if object added as child already has a parent

There are open questions around the workflows and user interaction -
please see the Jira and wireframes (attached to the Jira) for extended
information. Please feel free to add comments and questions to the Jira, or
to respond to this email with questions, suggestions for improvement, etc.

We are on a tight schedule here as we wind down 3.0, so please send your
thoughts over soon!

Thanks so much,
Megan

--
Megan Forbes
Collection Manager

Museum of the Moving Image
36-01 35 Avenue  Astoria, NY 11106
movingimage.us  718 777 6800
Direct 718 777 6834


Talk mailing list
Talk@lists.collectionspace.org

http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org

--
Megan Forbes
Collection Manager

Museum of the Moving Image
36-01 35 Avenue  Astoria, NY 11106
movingimage.us  718 777 6800
Direct 718 777 6834

Great questions, Chris, thanks. I put some answers/notes up on the Jira, along with an updated set of wireframes. Please take a look! Thanks, M On Mon, Aug 20, 2012 at 3:00 PM, Chris Hoffman <chris.hoffman@berkeley.edu>wrote: > Hi Megan, > > Thanks for sending out this note! This is really important functionality, > and we're looking forward to it. I've asked some others on campus to look > at this as well, but I'll respond with some points that I think are > relevant to a few deployments here. > > I suspect Interaction option 1 might be sufficient and even preferred here > for the following reasons: > - Patrick Schmitz warned me that Interaction option 2 (keyword search) > would likely change how hierarchical relationships are managed in > authorities to this model, and I think that would not be good. Term > completion works well for authorities. > - Option 1 allows users to create new sub-objects on the fly without > having to create them in advance, which is good > - In collections with lots of data, e.g., PAHMA, doing a keyword search > can be slow > > A few related notes: > > In the Jira, below the summary workflow for option 1, you write: > > If new record is created, it contains only the ID number entered into the > auto-complete field. Data and relations are not copied over. > > I assume, the relation between the object and sub-object are created. A > nice-to-have here would be to use the settings for Create From New to bring > over the values into the sub-object (implementers can configure which > fields get copied over). Probably too complicated for this round of work > though. > > For PAHMA, we have implemented a javascript method on the Collection > Object screen to derive a sortableObjectNumber value which allows sorting > to happen nicely. We would need to do something different to accommodate > option 1 (a nuxeo event version of this or a database trigger). > > In the wireframes, the first field in the upper left under Object > Hierarchy is just labeled "Object" . Is that supposed to be "Broader > Object" or "Parent Object"? In the wireframes, it's not clear how you > would see the parent object if you are on a sub-object record. > > I'm really thrilled to see that you're including the ability to specify > the Object component type relationship! > > Thanks! > Chris > > On Aug 16, 2012, at 1:14 PM, Megan Forbes wrote: > > Folks, > > Please take a look at CSPACE-5458 ( > http://issues.collectionspace.org/browse/CSPACE-5458), which outlines the > functional requirements for structured objects (or, objects with > components, or sub-objects...or whatever you'd like to call them!). This is > the main new functionality planned for release 2.7, and the last major > piece of functionality planned for release 3.0. > > In short, the basic requirements are very similar to those currently in > place for hierarchical vocabularies. > > - User can assign a parent record to an object record > > > - User can assign a child record to an object record > > > - User can view an object record's parent, child, or sibling records > > Similar restrictions to those for hierarchical vocabs: > > - An object can have only one parent > > > - User should be warned if object added as child already has a parent > > > There are open questions around the workflows and user interaction - > please see the Jira and wireframes (attached to the Jira) for extended > information. Please feel free to add comments and questions to the Jira, or > to respond to this email with questions, suggestions for improvement, etc. > > We are on a tight schedule here as we wind down 3.0, so please send your > thoughts over soon! > > Thanks so much, > Megan > > > > -- > Megan Forbes > Collection Manager > > Museum of the Moving Image > 36-01 35 Avenue Astoria, NY 11106 > movingimage.us 718 777 6800 > Direct 718 777 6834 > > > _______________________________________________ > Talk mailing list > Talk@lists.collectionspace.org > > http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org > > > -- Megan Forbes Collection Manager Museum of the Moving Image 36-01 35 Avenue Astoria, NY 11106 movingimage.us 718 777 6800 Direct 718 777 6834