Difference between revisions of "Usage Scenarios"

Revision as of 11:08, 6 March 2009

Usage Scenarios

Login to a portal instance and select a VRE

This scenario is describing the required steps for loging in to a portal and selecting one of the available VREs.

1. Login to a portal instance. (http://portal.d4science.research-infrastructures.eu/vre/vre)
   
2. Your username and password are required so that you can log in
   
   
3. After the login select the preferred VRE to load and click "enter"
   
   
4. FCPPS/FCPPS VRE is selected and you are now logged in to this VRE
   
   
5. All the available portlets for the selected VRE are now loaded
   

Perform a search and view the metadata of a record

This scenario will describe all the required steps that a user has to do in order to perform a kind of search, retrieve the results and then view the metadata of a result record.

1. Follow the "Login_to_a_portal_instance_and_select_a_VRE" instructions in order to login to a VRE
   
2. All the available portlets for this VRE are now loaded. Click on the "Search" tab to view the search portlets.
   
   
3. Select the collections you want to search through
   
4. Choose the type of search you want to perform
   
5. Suppose that you choose the "Combined" search. Add as many conditions as you like and type your keyword for each condition.
   
6. Select the sort order and field that will be used for the results and then click the "Search" button
   
   
   In the picture above we have selected 2 collections, combined search and we have typed only one keyword. We asked the results to be sorted by 'Title' in descending order
   
7. After clicking the "Search" button, the query will be submitted, the buttons will be disabled and you will be automatically redirected to "Results" portlet
   
   
8. The rendering of the results will start and you can either perform some actions to the records or you can click the next button so that you will get the next results
   
   
9. Choose a record, click on the "Actions" button and select "View Metadata"
   
   
10. After selecting this action you will be automatically redirected to the "Metadata Viewing Portlet", where you can see the metadata of this record
    

Change the XSLT at your profile and view the results using the new XSLT

This scenario will describe all the required steps that a user has to do in order to change the xslt at his/her profile and view the results in a different way than the default one

1. Follow the "Login_to_a_portal_instance_and_select_a_VRE" instructions in order to login to a VRE
   
2. All the available portlets for this VRE are now loaded. Click on the "Profile" tab to view the user profile portlet.
   
   
3. Change the presentation XSLT from the default one to Giota and click the "Save Profile" button
   
   Your profile is now updated with the new XSLT
   
4. Click on the "Search" tab to view the search portlets
   
5. Follow the "Perform a search and view the metadata of a record" instructions until you get the results of your search
   
6. The view of the results follows the xslt you have chosen in step 3
   

Annotating Information Objects

1. In order to annotate an information object, first a search has to be performed as described above in "Perform a search..." section.
2. An object can be annotated by choosing a result record, clicking on the "Actions" button and selecting "Manage Annotations"
3. Afterwords, the annotations of the object are displayed and a variety of options in order to manage them are available.
   

   Viewing Annotations
4. Managing generic annotations
   1. Adding an annotation: In order to create an annotation the "Add Annotation" button have to be clicked. Then there are two choices create a "Text Annotation" or create an "Association".
      

      Adding Annotation 1
      1. For Text Annotations the title and the text of the annotation have to be filled in and then the "OK" must be clicked.
         

         Adding Annotation 2
      2. In order to create an Association, the title field have to be filled in and the associated object must be chosen by the objects existing in basket.
         

         Adding Association
   2. Deleting an annotation: The delete annotation procedure is simply performed by clicking the "delete" button which exists just next to each annotation.
      

      Deleting an Annotation
   3. Editing an annotation: In order to edit an annotation the "edit" button has to be clicked which is next to the annotation which is desirable to be edited. After performing any changes in the annotation they are applied by clicking the "OK" button.
      
      

      Editing an Annotation 1
      

      Editing an Annotation 2
   4. Committing Changes: All the changes applied by the previous functions are temporarily kept in the session. In order to persist these changes the "Apply Changes" button must be clicked.
      

      Committing Changes
5. Managing Anchored Annotations
   Anchored annotation is a special type of annotation which means that the annotation is referred to a part of the content of the information object. Anchored annotations are available for image and text documents. For these types of objects the "Go To Anchored Mode" button is displayed which navigates the user to the appropriate portlet. Below we are going to describe just the selection of the part of the document. The rest are similar with the generic annotations.
   1. For Images there are two options. Specifying a part of an image by surrounding it with a rectangle, or specifying a point by putting a pin onto it.
      

      Viewing Anchored Image Annotations
      

      Adding an Anchored Image Annotation
   2. For textual documents the parts are specified by selecting with the mouse the desired part of the text document.
      

      Viewing Anchored Text Annotations
      

      Adding an Anchored Text Annotation