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CONFIGURATION.md

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RIOXX2 Plugin for EPrints: Configuration Guide

Introduction

Core RIOXX2 Fields

The RIOXX2 plugin adds 21 fields to the EPrints dataset, corresponding to the 21 fields in the RIOXX v2.0 application profile

In EPrints, these fields are virtual, that is they do not exist in the database - the value of a particular RIOXX2 field for a given record is derived whenever the field is accessed:

$eprint->value( "rioxx2_description" );

RIOXX2 Datatype

The RIOXX2 plugin defines the new datatype MetaField::RIOXX2 for these fields. This datatype adds the following properties:

rioxx2_value (coderef) given an eprint (and document if available), returns the derived value of the field
rioxx2_validate (coderef) given a value and an eprint, returns a list of validation problems - note: checking that "mandatory" fields (see rioxx2_required property) have a value is handled automatically by Metafield::RIOXX2::validate()
rioxx2_required (string) specifies whether the field is mandatory or not - recognised values are mandatory, recommended and optional
rioxx2_ns (string) the namespace prefix that should be used by the XML export

Non-Virtual RIOXX2 Fields

The RIOXX2 plugin also adds a number of non-virtual fields to the eprint dataset. These are fields for which either a value cannot be derived (no equivalent exists in the default EPrints schema) or the derived value is a "best guess" (see User Guide for examples).

These fields are recognisable by their "_input" suffix eg. rioxx2_coverage_input, rioxx2_language_input.

When $eprint->value( "rioxx2_description" ) is called, MetaField::RIOXX2::get_value() will:

  • check whether a field called rioxx2_description_input exists, and if so return its value
  • otherwise call the rioxx2_description field's "rioxx2_value" property and return its value (or undef if the field does not have this property)

RIOXX2 Fields in the Workflow

The virtual RIOXX2 fields can be added to the deposit workflow, provided that a corresponding _input field is also defined (by default the plugin adds 11 virtual fields to the workflow in a separate "rioxx" stage):

 <component type="Field::RIOXX2"><field ref="rioxx2_dateAccepted" /></component>

The Field::RIOXX2 input component will render the field as follows:

  • If the field has no rioxx_value property, render the corresponding _input field as normal
  • Otherwise render an "override" option - that is, wrap the corresponding _input field in a Yes/No input allowing the user to specify whether or not they want to override the value derived by the rioxx2_value property. If the user clicks Yes, the corresponding _input field will be revealed to accept the override value.

Putting it into Practice - Configuration Examples

I'm already capturing the date of acceptance

Edit archives/foo/cfg/workflows/eprint/default.xml and remove the rioxx2_dateAccepted field:

--- default.xml.orig	2015-03-20 08:51:09.150507257 +0000
+++ default.xml	2015-03-20 08:50:44.162382831 +0000
@@ -292,7 +292,6 @@
     <component type="Field::RIOXX2"><field ref="rioxx2_type"/></component>
     <component type="Field::RIOXX2"><field ref="rioxx2_coverage"/></component>
     <component type="Field::RIOXX2"><field ref="rioxx2_language"/></component>
-    <component type="Field::RIOXX2"><field ref="rioxx2_dateAccepted"/></component>
     <component type="Field::RIOXX2"><field ref="rioxx2_free_to_read"/></component>
     <component type="Field::RIOXX2"><field ref="rioxx2_license_ref"/></component>
     <component type="Field::RIOXX2"><field ref="rioxx2_apc"/></component>

Then add the following to archives/foo/cfg/cfg.d/zzz_rioxx_overrides.pl:

# add a rioxx2\_value property to the rioxx2\_dateAccepted field
for( @{$c->{fields}->{eprint}} )
{
    $_->{rioxx2_value} = "rioxx2_value_dateAccepted" if $_->{name} eq "rioxx2_dateAccepted";    
}

# derive the date of acceptance from your existing field
$c->{rioxx2_value_dateAccepted} = sub {
	my ( $eprint ) = @_; 

	if( $eprint->is_set( "my_date_accepted" ) )
	{
		return $eprint->value( "my_date_accepted" );
	}
	return undef;
};

I'm not already capturing the date of acceptance - I want depositors to see the RIOXX2 Date Accepted field

Edit archives/foo/cfg/workflows/eprint/default.xml and move the rioxx2_dateAccepted field out of the rioxx stage.

--- default.xml.orig	2015-03-20 08:45:15.184751723 +0000
+++ default.xml	2015-03-20 08:44:12.272439765 +0000
@@ -41,6 +41,8 @@
     <component><field ref="title" required="yes" input_lookup_url="{$config{rel_cgipath}}/users/lookup/title_duplicates" input_lookup_params="id={eprintid}&amp;dataset=eprint&amp;field=title"/></component>
     <component><field ref="abstract"/></component>
 
+    <component type="Field::RIOXX2"><field ref="rioxx2_dateAccepted"/></component>
+
     <epc:if test="type = 'monograph'">
       <component><field ref="monograph_type" required="yes"/></component>
     </epc:if>
@@ -292,7 +294,6 @@
     <component type="Field::RIOXX2"><field ref="rioxx2_type"/></component>
     <component type="Field::RIOXX2"><field ref="rioxx2_coverage"/></component>
     <component type="Field::RIOXX2"><field ref="rioxx2_language"/></component>
-    <component type="Field::RIOXX2"><field ref="rioxx2_dateAccepted"/></component>
     <component type="Field::RIOXX2"><field ref="rioxx2_free_to_read"/></component>
     <component type="Field::RIOXX2"><field ref="rioxx2_license_ref"/></component>
     <component type="Field::RIOXX2"><field ref="rioxx2_apc"/></component>

I want to use the RIOXX2 Projects field instead of the default EPrints Projects and Funders fields

Edit archives/foo/cfg/workflows/eprint/default.xml and replace the default projects and funders fields with the rioxx2_project field:

--- default.xml.orig	2015-03-20 08:45:15.184751723 +0000
+++ default.xml	2015-03-20 08:49:23.249981972 +0000
@@ -239,8 +239,7 @@
       <field ref="related_url"/>
     </component>
 
-    <component><field ref="funders"/></component>
-    <component><field ref="projects"/></component>
+    <component><field ref="rioxx2_project_input"/></component>
 
     <epc:if test="type = 'teaching_resource'">
       <component type="Field::Multi">
@@ -297,7 +296,6 @@
     <component type="Field::RIOXX2"><field ref="rioxx2_license_ref"/></component>
     <component type="Field::RIOXX2"><field ref="rioxx2_apc"/></component>
     <component type="Field::RIOXX2"><field ref="rioxx2_author"/></component>
-    <component type="Field::RIOXX2"><field ref="rioxx2_project"/></component>
     <component type="Field::RIOXX2"><field ref="rioxx2_publication_date"/></component>
     <component type="Field::RIOXX2"><field ref="rioxx2_version"/></component>
   </stage></workflow>

If you already have records with projects and funders values, you will need to migrate these to the rioxx2_project_input field. For example you could add the following to archives/foo/cfg/cfg.d/zzz_migrate_projects.pl:

$c->add_dataset_trigger( 'eprint', EPrints::Const::EP_TRIGGER_BEFORE_COMMIT, sub 
{
        my( %args ) = @_; 
        my( $repo, $eprint, $changed ) = @args{qw( repository dataobj changed )};

        # if this is an existing record, initialise the rioxx2_project_input field
        if( !$eprint->is_set( "rioxx2_project_input" ) && ( $eprint->is_set( "projects" ) || $eprint->is_set( "funders" ) ) )
        {
		my $mf = $eprint->dataset->field( "rioxx2_project" );
                $eprint->set_value( "rioxx2_project_input", $mf->get_value( $eprint ) );
        }
}, priority => 100 );

And then run:

bin/epadmin recommit foo

Check the rioxx2_project_input values in the database before proceeding.

Finally, remove the archives/foo/cfg/cfg.d/zzz_migrate_projects.pl and add the following to archives/foo/cfg/cfg.d/zzz_rioxx_overrides.pl:

# remove rioxx2_value property from the rioxx2_project field
for( @{$c->{fields}->{eprint}} )
{
    $_->{rioxx2_value} = undef if $_->{name} eq "rioxx2_project";    
}

Need more examples?

Please raise an issue or contact the author.