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Subject: Some directions for using the Kavi document repository
Fellow Code List Representation TC members, My action items from our first meeting was to overview what I've learned regarding using the Kavi document repository. After years of working with the repository I still make mistakes on a daily basis that require me to modify my entries, so please don't get discouraged trying to work with the files. First of all, go to our committee work page: http://www.oasis-open.org/committees/tc_home.php?wg_abbrev=codelist (eventually this will be http://www.oasis-open.org/committees/codelist but that link is not yet active) There is a purple button titled "TC Members Page" used to get to the work area after logging in: http://www.oasis-open.org/apps/org/workgroup/codelist/ Ignoring the yellow left-aligned banner near the top, there is a banner of highlighted words lower down, right aligned, in which you will find a link to "Roster", "Calendar", "Documents", etc. ... go into the repository by clicking "Documents". There are a number of folders: Code List Examples Discussion Drafts Standards Submissions Temporary files and sandbox Determine the folder into which you need to upload the document and click "Add New Document" to start document upload interface. The upload interface has many fields: - the document source can be entered in the "Browse for a file on your computer:" box directly or with the browse button - I typically follow a convention on the file name of including the string "-CCYYMMDD-HHMMz" in the filename where the time of day is UTC (indicated by the "z" suffix) - you will see below that I have found a purpose for using the "Enter Web Address" box, but this shouldn't be for committee materials because the resources should have a permanent home in the Kavi document repository - I do not change the document title so that the file timestamp shows in the repository - the description is used for all versions of the document; I typically set it for the purpose of the document - the initial comment describes the particular revision being uploaded; I don't usually have a comment in the first version but I do describe changes in this box when I post revisions - usually the folder and sharing are pre-set, but if not, be sure to enable sharing to the general public - the state should be left as draft; other states will be used later in the committee process - IMPORTANT: turn off Email Notifications: it is my practice (and recommendation) that you post your own notification (described below) so please turn this off because the automatic notification produced by Kavi uses a hyperlink that is only password protected, and I prefer posting links that are publicly accessible, as this will help those who are looking through our archives - now the document can be uploaded using the "Add Document" button ... I find I often get a "cannot find server or DNS error" with large files (sometimes even with small files!), requiring me to go back to the upload (descriptions are preserved but not file name or turned-off email notification), reentering the filename, and possibly having to turn off the email notification and trying again At this point you should have the document in the repository. Go back to the Documents menu and you should see your document in the folder listing. Note that under the "Actions" column at the right you can access the meta data by clicking on "Manage" for your documents. This reads as "Details" for documents you did not upload since you cannot change the meta data for those documents. This is where you would delete the document or modify the meta data (including the document file name if need be). Next, to prepare the email announcement to the group and archives, you have to determine the document number in the repository ... this is done by hovering (without clicking) over the hyperlink of the filename given to you in the "document details" box, or under the Document Name column, and looking at your status bar in your browser ... this hyperlink has the format: http://www.oasis-open.org/apps/org/workgroup/codelist/download.php/#####/XXXXX ... where ##### is the document number in the repository and XXXXX is the filename. This file name is the *password protected* filename, so this is *NOT* the filename you should be posting in the group archive. Unfortunately this is the filename that is posted if you let Kavi do its own email announcement of your file, which is why I ask that you not let Kavi do it. Now that you are equipped with the document number, you should be able to use your browser address bar and enter the hyperlink with "#####" replaced with your document's number: http://www.oasis-open.org/committees/document.php?document_id=##### It is with this publicly-accessible link that you post your message to the list in the normal fashion with your own composed email message. This hyperlink is not protected by a password and the general public will have access to the document. It is hard to remember to do this, but those of your documents that are under constant revision should be managed in Kavi as separate revisions of the *same* document. I find that I do, accidentally, forget to post a new revision as a revision of an old document, but I have a recovery strategy noted below. An example of a document with many revisions is in my work in UBL, where the following links to version 7 of a document: http://www.oasis-open.org/committees/document.php?document_id=20232 If you should have a revision for your document, find the document in the main repository listing and click "Manage" under the "Actions" column. Click the "Add a revision" button to start the document upload interface again, this time for your new revision, and again please remember not to use automatic email notifications. You will see that you will get a new document number from the repository and you can customize your own notification to our mail list for others (and the public through the archive) to see. An example of where I messed up and forgot to post a revision as a revision can be see in the revision of the following: http://www.oasis-open.org/committees/document.php?document_id=20255 In the history for document 20255 you will see that I started revising version 6 of this document (the point where I finally learned about using revisions) with a version 7 and a version 8, and each of the ZIP files can be seen. I didn't have a version 9, but when version 10 came around I forgot to make it a revision of version 8 and started a brand new document 20273: http://www.oasis-open.org/committees/document.php?document_id=20273 Revisions to this document (version 10) now have to go in as revisions to 20273 ... but how did I link the unlinked version 10 to the old version 8? I went into the "Manage" interface for version 8 and posted the above 20273 web page address as the document source for the revision for version 8 in the "Enter Web Address" box. I also entered filled in the Document Title with the revision timestamp and the word "Link". Now when someone looks in the repository at versions 6, 7 or 8, they will find there is a revision 10, and when they click on that they will then see version 10 and any subsequent versions in the history of version 10. One cannot trace backwards to older revisions this way, but that is less important than being able to trace forwards to newer revisions, which I believe this scheme accomplishes. I hope this is considered helpful. I would apologize for the complexity, but then I didn't design this interface ... but after working with it for a while it really does make sense and when one is carefully uploading documents the end result can be a very useful resource for the general public reviewing the archive. I especially like it that someone finding a two-year-old link to the repository will see that there are revisions of the document they are looking for that were posted after the original announcement was made. So, I live with the complexity. I hope you can as well. Please let me know if you have any questions. Thanks! . . . . . . . . . . . . . Ken -- UBL/XML/XSLT/XSL-FO training: Vårø, Denmark 2006-10-02/06,11-20/24 UBL International 2006 2006-11-13/17 http://www.ublconference.com World-wide corporate, govt. & user group UBL, XSL, & XML training. G. Ken Holman mailto:gkholman@CraneSoftwrights.com Crane Softwrights Ltd. http://www.CraneSoftwrights.com/o/ Box 266, Kars, Ontario CANADA K0A-2E0 +1(613)489-0999 (F:-0995) Male Cancer Awareness Aug'05 http://www.CraneSoftwrights.com/o/bc Legal business disclaimers: http://www.CraneSoftwrights.com/legal
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