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Re: [EP-tech] doctype views with monograph-type and pres_type


It took a while, but as promised, I am now reporting back to the list that we have this implemented: document sub-types are included in our browse tree by document types:

https://spectrum.library.concordia.ca/view/document_subtype/

We followed Adam’s solution, and it worked perfectly – thank you!

 

Here are the details, if anyone is interested to do something similar

·         Add document_subtype to eprint_fields.pl

{'name' => 'document_subtype', 'type' => 'subject', 'multiple' => 1,'top' => 'document_subtype', 'browse_link' => 'document_subtype'}

·         Add conditional in set_eprint_automatic_fields to set the document subtype

    if($type eq 'monograph'){

        $type_subtype .= '_'.$eprint->value('monograph_type');

    }

 

    if($type eq 'thesis'){

        $type_subtype .= '_'.$eprint->value('thesis_type');

}

 

etc…

 

$eprint->set_value('document_subtype',[$type_subtype]);

 

·         Add some phrases:

<epp:phrase id="eprint_fieldname_document_subtype">Document type and subtype ID</epp:phrase>

<epp:phrase id="viewname_eprint_document_subtype">Document type and subtype</epp:phrase>

<epp:phrase id="viewtitle_eprint_document_subtype">Items where document type is "<epc:pin name="value1" />"</epp:phrase>

 

·         Add Document Types subject tree (Admin -> Config Tools > Edit subject) making sure that the Subject ID String matches to existing doctypes, adding leaves for document subtypes ( type_subtype ).  For example, for Monograph > Project Report, Subject ID String is “monograph_project_report”, and Subject name is “Project Report”.

·         We also have breadcrumbs, so we needed to update our bread_crumb.pl to make sure it can handle the more detailed document subtype tree.

·         Recommit was necessary to re-apply the updated automatic fields and set document_subtype

·         Template was adjusted to link to the document_subtype tree rather than the default “doctype” browse.

Thanks again!

 

Tomasz

 

 

 

From: eprints-tech-bounces@ecs.soton.ac.uk [mailto:eprints-tech-bounces@ecs.soton.ac.uk] On Behalf Of Tomasz Neugebauer
Sent: August 7, 2017 3:13 PM
To: eprints-tech@ecs.soton.ac.uk
Subject: Re: [EP-tech] doctype views with monograph-type and pres_type

 

Thank you Adam!  That is really helpful; it certainly gives us a couple of options for getting this done. I will try this out and report back.

 

Tomasz

 

 

From: eprints-tech-bounces@ecs.soton.ac.uk [mailto:eprints-tech-bounces@ecs.soton.ac.uk] On Behalf Of Adam Field
Sent: August-05-17 6:30 PM
To: eprints-tech@ecs.soton.ac.uk
Subject: Re: [EP-tech] doctype views with monograph-type and pres_type

 

The problem is that subtypes are stored in different fields depending on the type.  That’s why this is somewhat tricky.  There are type descriptions, but there’s not an easy way to display those in the browse view.  You’d need to override the view menu renderer — it’s possible, but probably fiddlier than the automatic field.  See https://github.com/eprints/eprints/blob/3.3/lib/defaultcfg/cfg.d/views_render_menu_example.pl

 

 

 

--
Adam Field

 

On 2 Aug 2017, at 17:47, Tomasz Neugebauer <Tomasz.Neugebauer@concordia.ca> wrote:

 

Thank you Alan and Adam for the comments and suggestions.  I had the impression that this would not be easy to do.  Adam’s suggestion to create a secondary subject-tree structure seems like the most efficient way to get this done, given the constraints.  

I was wondering if it would be a lot easier to just display a custom phrase next to each doctype in the view?

That means I wouldn’t get the “count” for each sub-type, but that isn’t as important as just knowing what the subtypes are.  It isn’t obvious that technical reports belong to the Monograph category, so the browse view would be improved if it could display a custom phrase to clarify.

 

It seems like it should be a lot easier to add a “description” phrase for each doctype, to get something like this on the browse page:

•             Article (1319) (articles in a journals magazines, newspapers)

•             Monograph (87)    (technical_reports,  project_reports, documentation, manuals, working_papers,  discussion_papers)

Etc…

 

Any suggestions on the best way to do that?

 

Best wishes,

Tomasz

 

 

 

From: eprints-tech-bounces@ecs.soton.ac.uk [mailto:eprints-tech-bounces@ecs.soton.ac.uk] On Behalf Of Adam Field
Sent: August-02-17 4:46 AM
To: eprints-tech@ecs.soton.ac.uk
Subject: Re: [EP-tech] doctype views with monograph-type and pres_type

 

Hi Tomasz

 

            This seemed complicated, and I did some fiddling around with browse menu render functions, but as I was doing it, I realised that I was replicating a subject tree browse view.

 

            1) Create a subject tree representing all types and subtypes.  For your subject IDs, use <type>_<subtype>. (https://wiki.eprints.org/w/Training_Video:Subject_Trees).  Configuration would look something like:

 

            types:Types:ROOT:0

            article:Article:types:1

            monograph:Monograph:types:1

            mongraph_technical_report:Technical Report:monograph:1

            

 

            It’s essential that the IDs in the subject tree exactly match the type/subtypes of the items.

 

 

            2) Create an automatic field that stores the type as the subject ID node on that tree (https://wiki.eprints.org/w/Training_Video:Automatic_Fields)

 

            my $type = $eprint->value(‘type’);

            $type_with_subtype = $type;

 

            if ($type eq ‘monograph)

            {

                        $type_with_subtype .= ‘_’ . $eprint->value(‘monograph_type’);

            }

 

            

 

            $eprint->set_value(’type_with_subtype’ , $type_with_subtype);

 

 

            3) Create a browse view based on the automatic field (this part is in the automatic fields video).

 

 

            4) you can then rearrange the subject tree if you like so that book appears under monograph.

 

 

 

            I suppose type should be a subject tree, but it’s probably a bad idea to deviate that far from eprints norms for such an important field.  The down-side of this approach is that you now have type configuration in two places.  If you update any types or subtypes, you need to remember to update your subject tree.  That’s scriptable, but that’s probably overkill.  Alternatively, you can use the browse view render menu override capability (see https://github.com/eprints/eprints/blob/3.3/lib/defaultcfg/cfg.d/views_render_menu_example.pl) but that will involve generating a DOM tree.

 

Adam

 

 

On 2 Aug 2017, at 08:34, Alan.Stiles <alan.stiles@open.ac.uk> wrote:

 

Hi Tomasz,

We have a view something like that, but for academic units and schools : http://oro.open.ac.uk/view/faculty_dept/ but it is built against a subject tree rather than separate fields.  I presume you are controlling the available set options in the workflow depending on the item type selected?

 

We don’t have separate Monograph and Book types, but a lot of the monograph types you’ve shown (we have a number of those same types defined but under ‘other’) aren’t necessarily going to be books – are all books going to be monographs?

 

Not really all that much help I suspect, sorry!

Alan

 

From: eprints-tech-bounces@ecs.soton.ac.uk [mailto:eprints-tech-bounces@ecs.soton.ac.uk] On Behalf Of Tomasz Neugebauer
Sent: 01 August 2017 22:14
To: eprints-tech@ecs.soton.ac.uk
Subject: [EP-tech] doctype views with monograph-type and pres_type

 

We would like to include the display/count of the sub-types for doctypes on the “View by Document Types” page:

I think that our settings are close to the EPrints defaults; we have the following “Conference or Workshop Item” types (defined as “pres_type” in eprint_fields.pl): paper, lecture, speech, poster, keynote, other.  

We also have the following Monograph types (defined as “pres_type” in eprint_fields.pl): technical report, project report, documentation, manual, working paper, discussion paper, other.  

Thus, on the view by doctype, we would like to see something like this:

 

•             Article (1319)

•             Book Section (100)

•             Monograph (87)

·         technical_report ([count of technical_report])

·         project_report ([count of project_report])

·         documentation (count of documentation)

·         manual (count of manual)

·         working_paper (…etc…)

·         discussion_paper ()

·         other ()

•             Conference or Workshop Item (121)

·         paper ()

·         lecture ()

·         speech ()

·         poster ()

·         keynote ()

·         other ()

•             Book (6)

•             Thesis (13040)

Has this type of view been done already?  Any advice on the best way to do that?  Is that something that can be done just by tweaking the views.pl?

A related question to that is, by default, the “Book” doctype is separated out from “Monograph”, which seems counter-intuitive.  Has anyone combined these two doctypes?  Is there a reason to keep them separate?

Best wishes,

Tomasz

 

 

 

________________________________________________

Tomasz Neugebauer
Digital Projects & Systems Development Librarian / Bibliothécaire des Projets Numériques & Développement de Systèmes
Library / Bibliothèque
Concordia University / Université Concordia

Tel. / Tél. 514-848-2424 ext. / poste 7738
Email / courriel: 
tomasz.neugebauer@concordia.ca

Mailing address / adresse postale: 1455 De Maisonneuve Blvd. W., LB-540-03, Montreal, Quebec H3G 1M8
Street address / adresse municipale: 1400 De Maisonneuve Blvd. W., LB-540-03, Montreal, Quebec H3G 1M8

http://library.concordia.ca
http://www.concordia.ca/faculty/tomasz-neugebauer.html

 

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