source: trunk/doc/src/docbook/userdoc/webclient.xml @ 5442

Last change on this file since 5442 was 5442, checked in by Nicklas Nordborg, 13 years ago

Fixes #1524: Send messages as emails

  • Property svn:eol-style set to native
  • Property svn:keywords set to Date Id
File size: 87.5 KB
Line 
1<?xml version="1.0" encoding="UTF-8"?>
2<!DOCTYPE chapter PUBLIC
3    "-//Dawid Weiss//DTD DocBook V3.1-Based Extension for XML and graphics inclusion//EN"
4    "../../../../lib/docbook/preprocess/dweiss-docbook-extensions.dtd">
5<!--
6  $Id: webclient.xml 5442 2010-10-07 06:48:16Z nicklas $
7
8  Copyright (C) 2007 Jari Häkkinen, Peter Johansson, Nicklas Nordborg, Martin Svensson
9
10  This file is part of BASE - BioArray Software Environment.
11  Available at http://base.thep.lu.se/
12
13  BASE is free software; you can redistribute it and/or
14  modify it under the terms of the GNU General Public License
15  as published by the Free Software Foundation; either version 3
16  of the License, or (at your option) any later version.
17
18  BASE is distributed in the hope that it will be useful,
19  but WITHOUT ANY WARRANTY; without even the implied warranty of
20  MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
21  GNU General Public License for more details.
22
23  You should have received a copy of the GNU General Public License
24  along with BASE. If not, see <http://www.gnu.org/licenses/>.
25-->
26
27<chapter id="webclient">
28  <?dbhtml dir="webclient"?>
29  <title>Using the web client</title>
30    <sect1 id="webclient.introduction">
31      <title>Introduction</title>
32     
33      <sect2 id="webclient.intro.login">
34        <title>Logging in</title>
35        <para>
36          There are three things that you need to know
37          before you can use BASE:
38        </para>
39       
40        <orderedlist>
41        <listitem><simpara>The address (URL) to a BASE server</simpara></listitem>
42        <listitem><simpara>A username to login with</simpara></listitem>
43        <listitem><simpara>A password</simpara></listitem>
44        </orderedlist>
45       
46        <para>
47          You may, for example, try the BASE demo server. Go to the
48          URL <ulink url="http://base2.thep.lu.se:8080/demo/">http://base2.thep.lu.se:8080/demo/</ulink>
49          and enter <userinput>base2</userinput> for the login and <userinput>base2</userinput>
50          for the password.
51        </para>
52       
53        <para>
54          You need to get all three things from an administrator
55          of the BASE server. If you know only the address to the
56          BASE server, you may check the front page if the administrator
57          has added any information about how to get a username/password
58          there. Look for the <guilabel>Get an account!</guilabel> link on
59          the front page.
60        </para>
61       
62        <para>
63          Logging in is simple, just enter your <guilabel>login</guilabel> 
64          and <guilabel>password</guilabel> in the form on the front page
65          and click the <guibutton>Login</guibutton> button. There is
66          a checkbox which allows you to <guilabel>encrypt the password</guilabel>
67          before it is sent to the BASE server. It is checked by default, and
68          it is a good idea to leave it checked unless you have problems logging
69          in. If you are sure you are entering the correct login and password,
70          but still cannot log in, try unchecking the encryption option.
71          If the checkbox is not visible, which happens if the server is
72          using an external authentication server, the password is not encrypted.
73        </para>
74      </sect2>
75     
76      <sect2 id="webclient.intro.forgotten_password">
77        <title>Forgotten password</title>
78        <para>
79          If you forget your password you will need to get a new one.
80          BASE stores the passwords in an encrypted form that does not allow
81          anyone, not even the server administrator, to find out the
82          un-encrypted password.
83        </para>
84        <para>
85          To get a new password you will have to contact the server
86          administrator. There may be a <guilabel>Forgot your password?</guilabel>
87          link on the front page where the server administrator has entered
88          information about how to get a new password.
89        </para>
90      </sect2>
91
92      <sect2 id="webclient.intro.homepage">
93        <title>The home page</title>
94     
95      <para>
96        When you have been logged in the home page will be displayed. It
97        displays some useful information. You can also go to the home page
98        using the
99        <menuchoice><guimenu>View</guimenu><guimenuitem>Home</guimenuitem></menuchoice>
100      </para>
101       
102      <figure id="webclient.figures.homepage">
103        <title>The home page</title>
104        <screenshot>
105          <mediaobject>
106            <imageobject><imagedata fileref="figures/homepage.png" format="PNG"
107              scalefit="1" width="100%"/></imageobject>
108          </mediaobject>
109        </screenshot>
110      </figure>
111       
112      <variablelist>
113        <varlistentry>
114          <term><interface>New messages</interface></term>
115          <listitem>
116            <para>
117            Messages are sent by plug-ins to notify you about finished jobs. In the
118            future, you may get messages from other sources as well. As of today,
119            messages are not used for communication between users.
120            </para>
121          </listitem>
122        </varlistentry>
123       
124        <varlistentry>
125          <term><interface>Projects</interface></term>
126          <listitem>
127            <para>
128            A list of projects that you are a member of. Projects are an important
129            part of BASE and are the best way to share data when you are
130            cooperating with other users. We recommend
131            that you always use a project when working with BASE.
132            For more information read <xref linkend="project_permission"/>.
133            </para>
134          </listitem>
135        </varlistentry>
136       
137        <varlistentry>
138          <term><interface>Disk usage</interface></term>
139          <listitem>
140            <para>
141            An overview of how much disk space you have been assigned and
142            how much you are using.
143            </para>
144          </listitem>
145        </varlistentry>
146       
147        <varlistentry>
148          <term><interface>Help</interface></term>
149          <listitem>
150            <para>
151            Links for getting help and reporting bugs. The number
152            of links displayed here may vary depending on the server
153            configuration.
154            </para>
155          </listitem>
156        </varlistentry>
157       
158        <varlistentry>
159          <term><interface>News and announcements</interface></term>
160          <listitem>
161            <para>
162            A list of important news and announcements from the
163            server administrator. Here you may, for example, find
164            information about server upgrades and maintenance.
165            </para>
166          </listitem>
167        </varlistentry>
168      </variablelist>
169       
170      </sect2>
171     
172      <sect2 id="webclient.intro.menubar">
173        <title>Using the menu bar</title>
174        <para>
175          On the top of the home page is the <interface>Menu bar</interface>.
176          This is the main navigation tool in BASE. It works the same way
177          as the regular menu system found in most other applications. Use
178          the mouse to click and select an item from the menu.
179        </para>
180       
181        <para>
182          Most of the menu is in two levels, ie. clicking on a top-level menu
183          will open a submenu just below it. Clicking on something in the
184          submenu will take you to another page or open a pop-up dialog window.
185          For example, the
186          <menuchoice><guimenu>Biomaterial LIMS</guimenu><guimenuitem>Samples</guimenuitem></menuchoice>
187          menu will take you to the page listing samples and
188          <menuchoice><guimenu>BASE</guimenu><guimenuitem>Contact information</guimenuitem></menuchoice>
189          opens a dialog where you can modify your contact information details.
190        </para>
191       
192        <para>
193          The menu bar also contains shortcuts to some often-used
194          actions:
195        </para>
196       
197       
198      <variablelist>
199        <varlistentry>
200          <term>           
201            <guiicon>
202              <inlinemediaobject>
203              <imageobject><imagedata fileref="figures/refresh.gif" format="GIF" align="left"
204                /></imageobject>
205              </inlinemediaobject>
206            </guiicon>
207            <interface>
208            Refresh page
209            </interface>
210          </term>
211          <listitem>
212            <para>
213            Refresh/reload the current page. This is useful when you add
214            or modify items in BASE. Most of the time the page is refreshed
215            automatically, but in some cases you will have to use
216            this button to refresh the page.
217            </para>
218           
219            <warning>
220              <para>
221              Do not use your browser's <guibutton>Refresh</guibutton> button.
222              Most browsers will take you to the login page again.
223              </para>
224            </warning>
225          </listitem>
226        </varlistentry>
227       
228        <varlistentry>
229          <term>     
230            <guiicon>     
231              <inlinemediaobject>
232              <imageobject><imagedata fileref="figures/recent.png" format="PNG" align="left"/></imageobject>
233              </inlinemediaobject>
234            </guiicon>
235            <interface>
236            Recent items
237            </interface>
238          </term>
239          <listitem>
240            <para>
241            Shortcut to the most recently viewed items. The number of items are
242            configurable and you can also make some item types
243            <emphasis>sticky</emphasis>. This will for example keep the shortcut
244            to the last experiment even if you have viewed lots of other items
245            more recently.
246            See <xref linkend="webclient.configuration.preferences.mostrecent"/>
247            for configuration information.
248            </para>
249          </listitem>
250        </varlistentry>
251       
252        <varlistentry>
253          <term>
254            <guiicon>
255              <inlinemediaobject>
256              <imageobject><imagedata fileref="figures/project.gif" format="GIF" align="left"/></imageobject>
257              </inlinemediaobject>
258            </guiicon>
259            <interface>
260            Projects
261            </interface>
262          </term>
263          <listitem>
264            <para>
265            A list of all projects you are a member of. Selecting a project in the
266            list will make that project the active project. The list can display
267            a maximum of 25 projects. If you are a member of more projects, the last
268            menu entry will take you to the complete list of projects.
269            </para>
270            <tip>
271              <para>
272              The sort order in the menu is the same as the sort order on the
273              projects list page. If you, for example, want to sort the newest
274              project first, select to sort by the <guilabel>Registered</guilabel> 
275              column in descending order on the list page. The menu will automatically
276              use the same order.
277              </para>
278            </tip>
279          </listitem>
280        </varlistentry>
281       
282        <varlistentry>
283          <term>
284            <guiicon>
285              <inlinemediaobject>
286              <imageobject><imagedata fileref="figures/user.png" format="PNG" align="left"/></imageobject>
287              </inlinemediaobject>
288            </guiicon>
289            <interface>
290            Logged in user
291            </interface>
292          </term>
293          <listitem>
294            <para>
295            Displays the name of the currently logged in user and allows
296            you to quickly log out and switch to another user.
297            </para>
298          </listitem>
299        </varlistentry>
300       
301      </variablelist>
302       
303      </sect2>
304     
305      <sect2 id="webclient.intro.help">
306        <title>Getting help</title>
307        <para>
308          Besides reading this document there are more ways to get help:
309        </para>
310        <variablelist>
311          <varlistentry>
312            <term>
313              On-line context-sensitive help
314            </term>
315            <listitem>
316              <para>
317              Whenever you find a small help icon
318              (<guiicon>
319                <inlinemediaobject>
320                <imageobject><imagedata fileref="figures/help.gif" format="GIF" /></imageobject>
321                </inlinemediaobject>
322              </guiicon>)
323              or button you may
324              click it to get help about the part of the page
325              you are currently viewing. The icon is located in the title
326              bar in most pop-up dialog windows and in the toolbar in most
327              other pages.
328              </para>
329            </listitem>
330          </varlistentry>
331
332          <varlistentry>
333            <term>
334              Using the <menuchoice><guimenu>Help</guimenu></menuchoice> menu
335            </term>
336            <listitem>
337              <para>
338              The <menuchoice><guimenu>Help</guimenu></menuchoice> menu
339              contains links for getting on-line help. These links
340              may be configured by a server administrator, so they may be
341              different from server to server. By default links for reporting
342              a bug and accessing this document are installed.
343              </para>
344            </listitem>
345          </varlistentry>
346
347          <varlistentry>
348            <term>
349              Mailing lists and other resources
350            </term>
351            <listitem>
352              <para>
353              See <xref linkend="resources" />.
354              </para>
355            </listitem>
356          </varlistentry>
357
358        </variablelist>
359       
360      </sect2>
361   
362    </sect1>
363   
364    <sect1 id="webclient.configuration">
365      <title>Configuring your account</title>
366     
367      <sect2 id="webclient.configuration.contact">
368        <title>Contact information</title>
369       
370        <para>
371          Use the <menuchoice><guimenu>BASE</guimenu>
372          <guimenuitem>Contact information</guimenuitem></menuchoice>
373          menu to bring up the user information dialog.
374        </para>
375       
376        <helptext external_id="userpreferences.contact" title="Contact information">
377       
378          <para>
379          This dialog has three tabs, <guilabel>Contact information</guilabel>
380          (selected), <guilabel>Password</guilabel> and <guilabel>Other information</guilabel>.
381          The logged in user can update the following contact information
382          details.
383          </para>
384       
385          <note>
386            <title>Multi-user accounts</title>
387            <para>
388              If you are using a multi-user account, for example a demo-account, you
389              do not have permission to change the contact information.
390            </para>
391          </note>
392       
393          <variablelist>
394            <varlistentry>
395              <term>
396                <guilabel>Full name</guilabel>
397              </term>
398              <listitem>
399                <para>
400                Your full name. You are not allowed to change this. If
401                it is not correct, contact an administrator to do it for
402                you.
403                </para>
404              </listitem>
405            </varlistentry>
406            <varlistentry>
407              <term>
408                <guilabel>Email</guilabel>
409              </term>
410              <listitem>
411                <para>
412                Your email address (optional). If an email has been specified and if the
413                server administrator has enabled email notifications, you also have the
414                option to select if messages should be sent as emails. This can be useful
415                to keep track of jobs that take a long time to complete.
416                </para>
417              </listitem>
418            </varlistentry>
419            <varlistentry>
420              <term>
421                <guilabel>Organisation</guilabel>
422              </term>
423              <listitem>
424                <para>
425                The name of the organisation you work for or represent (optional).
426                </para>
427              </listitem>
428            </varlistentry>
429            <varlistentry>
430              <term>
431                <guilabel>Address</guilabel>
432              </term>
433              <listitem>
434                <para>
435                Your postal address as it should be printed on letters to you
436                (optional).
437                </para>
438              </listitem>
439            </varlistentry>
440            <varlistentry>
441              <term>
442                <guilabel>Phone</guilabel>
443              </term>
444              <listitem>
445                <para>
446                Your phone number (optional). You may enter multiple phone numbers,
447                for example your work phone number and a mobile number.
448                </para>
449              </listitem>
450            </varlistentry>
451            <varlistentry>
452              <term>
453                <guilabel>Fax</guilabel>
454              </term>
455              <listitem>
456                <para>
457                Your fax number (optional).
458                </para>
459              </listitem>
460            </varlistentry>
461            <varlistentry>
462              <term>
463                <guilabel>Url</guilabel>
464              </term>
465              <listitem>
466                <para>
467                An URL to your home page or your organisation's home page (optional).
468                </para>
469              </listitem>
470            </varlistentry>
471          </variablelist>
472         
473          <para>
474            Press &gbSave; to save the changes or
475            &gbCancel; to abort.
476          </para>
477         
478          <seeother>
479            <other external_id="userpreferences.password">Change password</other>
480            <other external_id="userpreferences.other">Other information</other>
481          </seeother>
482        </helptext>
483       
484      </sect2>
485     
486      <sect2 id="webclient.configuration.other">
487        <title>Other information</title>
488        <para>
489          Use the
490          <menuchoice>
491            <guimenu>BASE</guimenu>
492            <guimenuitem>Other information&hellip;</guimenuitem>
493          </menuchoice>
494          menu to bring up the other information dialog.
495        </para>
496        <helptext external_id="userpreferences.other" title="Other information">
497          <para>
498            This dialog has three tabs,
499            <guilabel>Contact information</guilabel>
500            ,
501            <guilabel>Password</guilabel>
502            and
503            <guilabel>Other information</guilabel>
504            (selected) .
505          </para>
506          <para>
507            The look of the
508            <guilabel>Other information</guilabel>
509            tab can differ a bit between different servers, depending on what settings
510            the server is installed with. There are three inputs in a fresh BASE
511            installation but it is only the
512            <guilabel>Description</guilabel>
513            text area that is static, the others can be removed or more fields can be
514            added (managed by the server administrator). The three fields, included in a
515            the BASE installation, are
516            <variablelist>
517              <varlistentry>
518                <term>
519                  <guilabel>Mobile</guilabel>
520                </term>
521                <listitem>
522                  <para>Your mobile number(Optional).</para>
523                </listitem>
524              </varlistentry>
525              <varlistentry>
526                <term>
527                  <guilabel>Skype</guilabel>
528                </term>
529                <listitem>
530                  <para>Your Skype contact information(Optional).</para>
531                </listitem>
532              </varlistentry>
533              <varlistentry>
534                <term>
535                  <guilabel>Description</guilabel>
536                </term>
537                <listitem>
538                  <para>
539                    Text area where you can put useful information that couldn't
540                    be stored anywhere else(Optional).
541                  </para>
542                </listitem>
543              </varlistentry>
544            </variablelist>
545          </para>
546          <para>Press &gbSave; to save the changes or &gbCancel; to abort.</para>
547          <seeother>
548            <other external_id="userpreferences.contact">Contact information</other>
549            <other external_id="userpreferences.password">Change password</other>
550          </seeother>
551        </helptext>
552      </sect2>
553
554      <sect2 id="webclient.configuration.password">
555        <title>Changing password</title>
556       
557        <para>
558          Use the <menuchoice><guimenu>BASE</guimenu>
559          <guimenuitem>Change password</guimenuitem></menuchoice>
560          menu to bring up the change password dialog.
561        </para>
562       
563        <helptext external_id="userpreferences.password" title="Change password">
564
565          <para>
566          This dialog has three tabs, <guilabel>Contact information</guilabel>,
567          <guilabel>Password</guilabel> (selected) and <guilabel>Other information</guilabel>.
568          </para>
569
570          <variablelist>
571            <varlistentry>
572              <term>
573                <guilabel>New password</guilabel>
574              </term>
575              <listitem>
576                <para>
577                Enter the new password.
578                </para>
579              </listitem>
580            </varlistentry>
581            <varlistentry>
582              <term>
583                <guilabel>Retype password</guilabel>
584              </term>
585              <listitem>
586                <para>
587                Retype the same password. You must do this to
588                avoid spelling mistakes.
589                </para>
590              </listitem>
591            </varlistentry>
592          </variablelist>
593
594          <note>
595            <title>Multi-user accounts</title>
596            <para>
597              If you are using a multi-user account, for example a demo-account, you
598              do not have permission to change the password.
599            </para>
600          </note>
601       
602          <note>
603            <title>Empty passwords</title>
604            <para>
605              If you leave both fields empty the password will not be changed. It
606              is not possible to have an empty password.
607            </para>
608          </note>
609         
610          <seeother>
611            <other external_id="userpreferences.contact">Contact information</other>
612            <other external_id="userpreferences.other">Other information</other>
613          </seeother>
614         
615        </helptext>
616      </sect2>
617
618      <sect2 id="webclient.configuration.preferences">
619        <title>Preferences</title>
620       
621        <para>
622          Use the <menuchoice><guimenu>BASE</guimenu>
623          <guimenuitem>Preferences</guimenuitem></menuchoice>
624          menu to bring up the preferences dialog.
625          This dialog has three tabs, <guilabel>Appearance</guilabel>,
626          <guilabel>Plugins</guilabel> and <guilabel>Most recent</guilabel>.
627        </para>
628       
629        <sect3 id="webclient.configuration.preferences.appearance">
630          <title>The Appearance tab</title>
631         
632          <helptext external_id="userpreferences.appearance" title="Preferences - Appearance">
633         
634          <para>
635          This tab contains settings that affect the appearance of the
636          web client.
637          </para>
638         
639          <variablelist>
640            <varlistentry>
641              <term>
642                <guilabel>Font size</guilabel>
643              </term>
644              <listitem>
645                <para>
646                Select a basic font size. You can choose between
647                five sizes: extra small (XS), small (S), medium (M),
648                large (L) and extra large (XL). The default font size is
649                medium.
650                </para>
651              </listitem>
652            </varlistentry>
653            <varlistentry>
654              <term>
655                <guilabel>Scale factor</guilabel>
656              </term>
657              <listitem>
658                <para>
659                The scale factor affects the size of pop-up windows.
660                This setting exists because different browsers render
661                pages differently. If you often find that pop-up windows
662                are too small you can change this setting to make them
663                bigger.
664                </para>
665                <note>
666                  <para>
667                    The scale factor is automatically changed if the
668                    font size is changed.
669                  </para>
670                </note>
671              </listitem>
672            </varlistentry>
673            <varlistentry>
674              <term>
675                <guilabel>Display long texts</guilabel>
676              </term>
677              <listitem>
678                <para>
679                This setting is used to control how long description texts
680                are displayed in tables and other places with limited space.
681                There are three settings:
682                </para>
683                <itemizedlist>
684                  <listitem>
685                    <simpara>
686                    <guilabel>Always</guilabel>: The full text is always displayed.
687                    </simpara>
688                  </listitem>
689                  <listitem>
690                    <simpara>
691                    <guilabel>On hover</guilabel>: A short version of the text is
692                    displayed and the full text is automatically displayed when
693                    the mouse is moved over the text. Texts that are not fully
694                    visible are indicated with a dotted line to the right.
695                    </simpara>
696                  </listitem>
697                  <listitem>
698                    <simpara>
699                    <guilabel>On click</guilabel>: A short version of the text is
700                    displayed and the full text is displayed when the mouse is clicked
701                    somewhere on the short text. Texts that are not fully visible
702                    are indicated with a grey line to the right.
703                    </simpara>
704                  </listitem>
705                </itemizedlist>
706               
707                <warning>
708                  The 'On click' mode may not perform so well if lots of items are
709                  displayed in a single list. This is particularly so with Internet
710                  Explorer (version 7) which is 5-10 times slower than Firefox to
711                  render the page. If you experience problems with this mode you should
712                  either use a different mode or display less items on a single page.
713                </warning>
714               
715              </listitem>
716            </varlistentry>
717            <varlistentry>
718              <term>
719                <guilabel>Toolbar</guilabel>
720              </term>
721              <listitem>
722                <para>
723                You may choose if the toolbar buttons should
724                have only images, only text or both images and text.
725                The default is that they have both images and text.
726                </para>
727              </listitem>
728            </varlistentry>
729            <varlistentry>
730              <term>
731                <guilabel>Ratio color range</guilabel>
732              </term>
733              <listitem>
734                <para>
735                Select three colors to use when displaying
736                data that is suitable for color coding, for
737                example the intensity ratio in two-color
738                experiments. The default setting is blue-black-yellow.
739                The list of presets contains other useful color combinations
740                (for example, the BASE version 1 red-yellow-green) and the most
741                recently used color combinations.
742                </para>
743              </listitem>
744            </varlistentry>
745            <varlistentry>
746              <term>
747                <guilabel>Date format</guilabel>
748              </term>
749              <listitem>
750                <para>
751                A format string describing how dates should be displayed.
752                We support all formatting options supported by the Java
753                language. For more information see:
754                <ulink url="http://java.sun.com/javase/6/docs/api/java/text/SimpleDateFormat.html">SimpleDateFormat documentation</ulink>
755                The most useful format patterns are:
756                </para>
757               
758                <itemizedlist>
759                  <listitem><simpara>yy: two-digit year</simpara></listitem>
760                  <listitem><simpara>yyyy: four-digit year</simpara></listitem>
761                  <listitem><simpara>MM: two-digit month</simpara></listitem>
762                  <listitem><simpara>MMM: month name (short)</simpara></listitem>
763                  <listitem><simpara>MMMM: month name (full)</simpara></listitem>
764                  <listitem><simpara>dd: two-digit day in month</simpara></listitem>
765                </itemizedlist>
766               
767                <para>
768                The list of presets contains the most commonly/recently
769                used date formats.
770                </para>
771               
772              </listitem>
773            </varlistentry>
774           
775            <varlistentry>
776              <term>
777                <guilabel>Date-time format</guilabel>
778              </term>
779              <listitem>
780                <para>
781                A format string describing how dates with times should be displayed.
782                We support all formatting options supported by the Java
783                language. For more information see:
784                <ulink url="http://java.sun.com/javase/6/docs/api/java/text/SimpleDateFormat.html">SimpleDateFormat documentations</ulink>
785                The most useful time-format patterns are:
786                </para>
787               
788                <itemizedlist>
789                  <listitem><simpara>HH: two-digit hour (0-23)</simpara></listitem>
790                  <listitem><simpara>hh: two-digit hour (1-12)</simpara></listitem>
791                  <listitem><simpara>a: AM/PM marker</simpara></listitem>
792                  <listitem><simpara>mm: two-digit minute</simpara></listitem>
793                  <listitem><simpara>ss: two-digit second</simpara></listitem>
794                </itemizedlist>
795               
796              </listitem>
797            </varlistentry>
798           
799            <varlistentry>
800              <term>
801                <guilabel>Decimals</guilabel>
802              </term>
803              <listitem>
804                <para>
805                The number of decimals to display for numeric values.
806                The default is 2.
807                </para>
808              </listitem>
809            </varlistentry>
810           
811          </variablelist>
812       
813          </helptext>
814       
815        </sect3>
816       
817        <sect3 id="webclient.configuration.preferences.plugins">
818          <title>The Plugins tab</title>
819         
820          <helptext external_id="userpreferences.plugins" title="Preferences - Plugins">
821         
822          <para>
823            This tab contains settings that affect plug-in execution.
824          </para>
825         
826          <variablelist>
827            <varlistentry>
828              <term>
829                <guilabel>Messages</guilabel>
830              </term>
831              <listitem>
832                <para>
833                Mark the checkbox if you want to have a message sent
834                to you when a plug-in completes execution. This setting
835                can be overridden each time you start a plug-in.
836                </para>
837              </listitem>
838            </varlistentry>
839            <varlistentry>
840              <term>
841                <guilabel>Remove jobs</guilabel>
842              </term>
843              <listitem>
844                <para>
845                  This checkbox should be marked if you want the jobs, done by
846                  import or export plug-ins, to be marked as removed if they
847                  finished successfully. This setting can be overridden each time
848                  you start a plug-in.
849                </para>
850              </listitem>
851            </varlistentry>
852            <varlistentry>
853              <term>
854                <guilabel>Show warnings</guilabel>
855              </term>
856              <listitem>
857                <para>
858                  This checkbox should be marked if you want to show warning
859                  messages from plug-ins in the <guilabel>Select plug-in</guilabel>
860                  dialog. Warning-level messages usually originates from plug-ins
861                  that are unrelated to the current task and are only of interest to
862                  plug-in developers. Error messages that are related to the
863                  current task are always shown.
864                </para>
865              </listitem>
866            </varlistentry>
867          </variablelist>
868          </helptext>
869         
870        </sect3>
871       
872        <sect3 id="webclient.configuration.preferences.mostrecent">
873          <title>The Recent items tab</title>
874         
875          <helptext external_id="userpreferences.mostrecent" 
876            title="Preferences - Recent items">
877         
878          <para>
879            This tab contains settings that affect the <guilabel>Recent
880            items</guilabel> menu.
881          </para>
882         
883          <variablelist>
884          <varlistentry>
885            <term>
886              <guilabel>Recently viewed items</guilabel>
887            </term>
888            <listitem>
889              <para>
890              The number of recently <emphasis>viewed</emphasis> items to remember.
891              The default is to remember 6 items. The remembered items
892              will be displayed in the <guilabel>Recent items</guilabel>
893              menu in the menu bar.
894              </para>
895            </listitem>
896          </varlistentry>
897          <varlistentry>
898            <term>
899              <guilabel>Recently used items</guilabel>
900            </term>
901            <listitem>
902              <para>
903              The number of recently <emphasis>used</emphasis> items to remember.
904              The default is to remember 4 items. The remembered items will
905              be displayed in edit dialogs where they have been used before.
906              Each type of edit operation has it's own list of remembered items.
907              For example, there is one list that remembers the most recently used
908              protocols when creating a sample, and there is another list that
909              remembers the most recently used scanners when creating a scan.
910              </para>
911            </listitem>
912          </varlistentry>
913         
914          <varlistentry>
915            <term>
916              <guilabel>Load the names of all items</guilabel>
917            </term>
918            <listitem>
919              <para>
920              If checked, the names of the items will be loaded and
921              displayed in the menu, otherwise only the ID and type of item
922              is displayed.
923              </para>
924            </listitem>
925          </varlistentry>
926         
927          <varlistentry>
928            <term>
929              <guilabel>Sticky items</guilabel>
930            </term>
931            <listitem>
932              <para>
933              Always remember the last viewed item of the selected types.
934              For example, if you have selected <emphasis>Experiment</emphasis>
935              as a sticky item, the last viewed experiment will be remembered
936              even if you view hundreds of other items. Use the arrow buttons
937              to move item types between the lists and sort the sticky items list.
938              Sticky items will be displayed in the <guilabel>Recent items</guilabel>
939              menu in the menu bar.             
940              </para>
941            </listitem>
942          </varlistentry>
943          </variablelist>
944          </helptext>
945         
946        </sect3>
947      </sect2>
948 
949    </sect1>
950   
951    <sect1 id="webclient.items">
952      <title>Working with items</title>
953     
954      <para>
955        No matter what you are doing in BASE some things works more
956        or less in the same way. This section covers things that are
957        common for most parts of BASE.
958      </para>
959     
960      <para>
961        You mostly work with a single type of item at a time. This is
962        reflected in the menu system. For example, use
963        <menuchoice>
964          <guimenu>Biomaterial LIMS</guimenu>
965          <guimenuitem>Samples</guimenuitem>
966        </menuchoice>
967        to work with samples, and
968        <menuchoice>
969          <guimenu>View</guimenu>
970          <guimenuitem>Experiments</guimenuitem>
971        </menuchoice>
972        to work with experiments. In most cases the list view for that type
973        of item is displayed. The list view, as the name says,
974        is used to list all items. There are two more standard views, the
975        single-item view and the edit view.
976      </para>
977     
978      <variablelist>
979        <varlistentry>
980          <term>List view</term>
981          <listitem>
982            <para>
983            This view lists all items of a certain type. The view allows you to search
984            and it is possible to configure which information to show
985            for each item. It also contains functions that
986            can be used on multiple items at the same time, for example,
987            delete, share and export. See <xref linkend="webclient.itemlist"/> for more information.
988            </para>
989          </listitem>
990        </varlistentry>
991     
992        <varlistentry>
993          <term>Single-item view</term>
994          <listitem>
995            <para>
996            Displays information about a single item. Sometimes it is very little,
997            sometimes it is very much and the information may be divided
998            into multiple tabs.
999            </para>
1000          </listitem>
1001        </varlistentry>
1002     
1003        <varlistentry>
1004          <term>Edit view</term>
1005          <listitem>
1006            <para>
1007            This view is used for editing the information
1008            about a single item. It is always displayed as a pop-up window.
1009            </para>
1010          </listitem>
1011        </varlistentry>
1012      </variablelist> 
1013             
1014      <sect2 id="webclient.items.new">
1015        <title>Create a new item</title>
1016       
1017        <para>
1018          New items are mostly created from the list view. For example,
1019          to create a new experiment go to the
1020          <menuchoice><guimenu>View</guimenu> <guimenuitem>Experiments</guimenuitem></menuchoice>
1021          page. Here you will find a &gbNew; button in the
1022          toolbar. The button is disabled if you do not have permission to create new experiments.
1023          Otherwise, click on it and enter any required information in the pop-up dialog.
1024          Sometimes there are multiple tabs in this dialog. In the case of experiments
1025          there are three tabs: <guilabel>Experiment</guilabel>, <guilabel>Publication</guilabel>
1026          and <guilabel>Experimental factors</guilabel>.
1027         
1028          As a general rule, only the first tab has information that is required.
1029          The information in all other tabs are optional.
1030        </para>
1031       
1032        <para>
1033          In some places you will also find actions that create items
1034          directly in the list. For example in the list of samples or on
1035          the single-item view for a sample you can create an extract using that
1036          sample as the parent. If you use such links the parent
1037          item will in most cases be selected automatically, which saves
1038          you a few clicks when creating new items.
1039        </para>
1040       
1041        <para>
1042          Click on the &gbSave; button to save the new
1043          item to the database or on the &gbCancel; button
1044          to abort.
1045        </para>
1046
1047        <note>
1048          <para>
1049          To speed up data entry when adding multiple new items there
1050          are a few tricks you can use to make the web client supply
1051          default values for most properties. To find a default value
1052          the following checklist is used in this order:
1053          </para>
1054       
1055        <orderedlist>         
1056          <listitem>
1057            <para>
1058            If the list have an active filter the filter values are
1059            used as default property values for the new item. For example,
1060            if you are listing experiments with <guilabel>Genepix</guilabel>
1061            raw data type the new experiment will automatically have
1062            <guilabel>Genepix</guilabel> selected. This trick should work
1063            for all properties except annotations, if it does not
1064            report it as a bug to the development team.
1065            </para>
1066          </listitem>
1067         
1068          <listitem>
1069            <para>
1070            When you link to other items the same item will be used the next time.
1071            For example, if you create an extract and selects an extraction protocol
1072            the same protocol is used the next time you create another extract.
1073            In fact, BASE will remember as many items as specified by
1074            the
1075            <guilabel>Recently used items</guilabel> setting (default is 4),
1076            allowing you to quickly select one of those protocols.
1077            <xref linkend="webclient.configuration.preferences.appearance"/> 
1078            contains more information about the setting.
1079            </para>
1080          </listitem>
1081         
1082          <listitem>
1083            <para>
1084            If you have a project active and that project has specified default
1085            values those values will be used for new items. A project can specify
1086            defaults for protocols, hardware and software and a few other settings.
1087            </para>
1088          </listitem>
1089         
1090        </orderedlist>
1091       
1092        </note>
1093       
1094      </sect2>
1095     
1096      <sect2 id="webclient.items.edit">
1097        <title>Edit an existing item</title>
1098       
1099        <para>
1100          On all single-item views there is an &gbEdit;
1101          button in the toolbar that opens a pop-up dialog for editing the properties
1102          of the item. This button is disabled if the logged in user does not have
1103          write permission for the item.
1104        </para>
1105       
1106        <para>
1107          You can also open the edit pop-up in most other places where
1108          the item appears, for example, in lists or the single-item view
1109          of a related item. Press and hold one of the <keycap>CTRL</keycap>,
1110          <keycap>ALT</keycap> or <keycap>SHIFT</keycap> keys while clicking
1111          on the link and the edit window will open in a pop-up.
1112          If you do not have write permission
1113          on the item there is no meaning to open the edit pop-up and you will
1114          be taken to the single-item view page instead.
1115        </para>
1116
1117        <para>
1118          Click on the &gbSave; button to save the changes
1119          to the database or on the &gbCancel; button
1120          to abort.
1121        </para>
1122     
1123      </sect2>
1124
1125      <sect2 id="webclient.items.delete">
1126        <title>Delete items</title>
1127
1128        <para>
1129          You can delete items either from the list view or from
1130          a single-item view. In both cases, deleted items are only moved to
1131          the trashcan. No information is removed from the database. This allows
1132          you to restore items if you later find out that you need them again.
1133          In fact, there is nothing special about a removed item. It can still be
1134          used for the same things as any non-removed item can.
1135        </para>
1136
1137        <important>
1138          <para>
1139          To really delete items from the database you have two options:
1140          <orderedlist>
1141          <listitem>
1142            <para>
1143            Go to the trashcan
1144            <menuchoice><guimenu>View</guimenu><guimenuitem>Trashcan</guimenuitem></menuchoice>
1145            and delete it from there. From the trashcan you can delete several items
1146            in one go. See <xref linkend="webclient.trashcan"/>.
1147            </para>
1148          </listitem>
1149          <listitem>
1150            <para>
1151            Click on the small trashcan icon in the list or single-item view.
1152            You can only delete one item at a time.
1153            </para>
1154          </listitem>
1155          </orderedlist>
1156          </para>
1157        </important>
1158       
1159        <para>
1160          To delete items from the list view you must first mark
1161          the checkbox for each item you want to delete. Then, click on
1162          the &gbDelete; button. The list should refresh itself
1163          automatically. If you want to confirm that the items have been removed
1164          use the <guilabel>view / presets</guilabel> dropdown and select
1165          the <guilabel>Removed</guilabel> option. The removed items should now
1166          be displayed in the list with a small trashcan icon to indicate that
1167          they are located in the trashcan.
1168        </para>
1169
1170        <para>
1171          To delete items from the single-item view, click on the
1172          &gbDelete; button in the toolbar. The page will refresh
1173          itself automatically and a small trashcan icon should be displayed.
1174          If you do not have permission to delete the item the delete button
1175          is disabled.
1176        </para>
1177
1178      </sect2>
1179     
1180      <sect2 id="webclient.items.restore">
1181        <title>Restore deleted items</title>
1182       
1183        <para>
1184          You can restore deleted items either from the trashcan, from
1185          the list view, or from the single-item view. This section
1186          only covers the last two cases. The trashcan is described in
1187          another section (<xref linkend="webclient.trashcan"/>).
1188        </para>
1189
1190        <para>
1191          To delete items from the list view you must first make the deleted
1192          items appear in the list. This is easy, just use the <guilabel>view / presets</guilabel> 
1193          dropdown and select the <guilabel>Removed</guilabel> option. The list should
1194          refresh itself automatically. The removed items are
1195          displayed in the list with a small trashcan icon to indicate that
1196          they are located in the trashcan. Then, mark the checkbox for each item that you want
1197          to restore and click the &gbRestore; button. The list should
1198          refresh itself automatically and the trashcan icon should be gone from the
1199          restored items.
1200        </para>
1201       
1202        <para>
1203          To restore items from the single-item view, click on the
1204          &gbRestore; button in the toolbar. The page will refresh
1205          itself automatically and the small trashcan icon should be gone.
1206          If you do not have permission to restore the item the restore button
1207          is disabled.
1208        </para>
1209
1210      </sect2>
1211
1212      <sect2 id="webclient.items.share">
1213        <title>Share items to other users</title>
1214        <para>
1215          Sharing data with other users is an important feature
1216          of BASE, which allows you cooperate in teams. If you
1217          follow the instructions in <xref linkend="project_permission" />
1218          you will find that you almost never have to share items manually
1219          to other users. This is because whenever you work with an active
1220          project each new item you create will automatically be shared
1221          according to the settings of that project. In most cases, this
1222          is all you need.
1223        </para>
1224       
1225        <para>
1226          If you still need to manually share your data with other users,
1227          here is how to do it.
1228        </para>
1229       
1230        <para>
1231          From a list view, mark the checkbox for each item you want to share.
1232          Then, click on the &gbShare; button.
1233          If you are on a single-item page, click on the &gbShare; 
1234          button on that page. In both cases, this will open the
1235          <guilabel>Set access permissions</guilabel>
1236          dialog window.
1237        </para>
1238       
1239        <figure id="webclient.items.share.set_permissions">
1240          <title>Sharing items to other users</title>
1241          <screenshot>
1242          <mediaobject>
1243            <imageobject>
1244              <imagedata fileref="figures/set_permissions.png" format="PNG" />
1245            </imageobject>
1246          </mediaobject>
1247          </screenshot>
1248        </figure>
1249       
1250        <helptext external_id="share.setpermissions" title="Set access permissions">
1251          <variablelist>
1252            <varlistentry>
1253              <term><guilabel>Members</guilabel></term>
1254              <listitem>
1255                <para>
1256                The list displays the users, groups and projects
1257                that already has access to the items you selected.
1258                The list shows the name and the permission level.
1259                The permission level uses a one-letter code as follows:
1260                </para>
1261               
1262                <itemizedlist>
1263                <listitem><simpara><guilabel>R</guilabel> = Read</simpara></listitem>
1264                <listitem><simpara><guilabel>U</guilabel> = Use</simpara></listitem>
1265                <listitem><simpara><guilabel>W</guilabel> = Write</simpara></listitem>
1266                <listitem><simpara><guilabel>D</guilabel> = Delete</simpara></listitem>
1267                <listitem><simpara><guilabel>O</guilabel> = Set owner</simpara></listitem>
1268                <listitem><simpara><guilabel>P</guilabel> = Set permission</simpara></listitem>
1269                </itemizedlist>
1270               
1271                <para>
1272                  Instead of a permission code, the word <guilabel>varying</guilabel>
1273                  may be displayed. This happens if the items you selected have been
1274                  shared with different permission.
1275                </para>
1276               
1277                <para>
1278                  The <guilabel>Permission templates</guilabel> part of the list
1279                  is always empty to begin with.
1280                </para>
1281               
1282              </listitem>
1283            </varlistentry>
1284           
1285            <varlistentry>
1286              <term><guilabel>Permissions</guilabel></term>
1287              <listitem>
1288                <para>
1289                When you select a user, group or project in the
1290                list, the checkboxes will display the current permission.
1291                The exception is if the permissions are varying, in which
1292                case no checkboxes are checked.
1293                To change the permissions just check the permissions you want to
1294                grant or uncheck the permissions you want to revoke.
1295                You can select more than one user, group or project
1296                and change the permissions for all of them at once.
1297                </para>
1298                <para>
1299                The permission boxes are disabled if a permission template
1300                is selected. The permissions are already part of the template
1301                and can't be changed here.
1302                </para>
1303              </listitem>
1304            </varlistentry>           
1305
1306            <varlistentry>
1307              <term><guibutton>Add users</guibutton></term>
1308              <listitem>
1309                <para>
1310                Opens a pop-up window that allows you to select
1311                users to share the items to. In the pop-up window, mark
1312                one or more users and click on the &gbOk;
1313                button. The pop-up window will only list users that you have
1314                permission to read. Unless you are an administrator, this
1315                usually means that you can only see users that:
1316                </para>
1317                <itemizedlist>
1318                  <listitem>
1319                    <para>
1320                    you share group memberships with
1321                    (the <emphasis>Everyone</emphasis> group doesn't count)
1322                    </para>
1323                  </listitem>
1324                  <listitem>
1325                    <para>
1326                    are members of the currently active project, if any.
1327                    </para>
1328                  </listitem>
1329                </itemizedlist>
1330                <para>
1331                Users that already have access to the item are not included in the
1332                list. If you don't see a user that you want to share an item to,
1333                you'll need to talk to an administrator for setting up the proper
1334                group membership.
1335                </para>
1336              </listitem>
1337            </varlistentry>
1338
1339            <varlistentry>
1340              <term><guibutton>Add groups</guibutton></term>
1341              <listitem>
1342                <para>
1343                Opens a pop-up window that allows you to select
1344                groups to share the items to. In the pop-up window, mark
1345                one or more groups and click on the &gbOk;
1346                button. Unless you are an administrator, the pop-up window
1347                will only list groups where you are a member. It will not list
1348                groups that already have access to the items.
1349                </para>
1350              </listitem>
1351            </varlistentry>
1352           
1353            <varlistentry>
1354              <term><guibutton>Add projects</guibutton></term>
1355              <listitem>
1356                <para>
1357                Opens a pop-up window that allows you to select
1358                projects to share the items to. In the pop-up window, mark
1359                one or more projects and click on the &gbOk;
1360                button. Unless you are an administrator, the pop-up window
1361                will only list projects where you are a member. It will not list
1362                projects that already have access to the items.
1363                </para>
1364              </listitem>
1365            </varlistentry>
1366           
1367            <varlistentry>
1368              <term><guibutton>Templates</guibutton></term>
1369              <listitem>
1370                <para>
1371                Opens a pop-up window that allows you to select
1372                permission templates. In the pop-up window, mark
1373                one or more templates and click on the &gbOk;
1374                button. Unless you are an administrator, the pop-up window
1375                will only list templates that you are allowed to use. It will
1376                not list templates that have already been added.
1377                </para>
1378               
1379                <note>
1380                  <para>
1381                  The permissions from the selected templates are <emphasis>copied</emphasis>
1382                  to the items when the access permissions are saved. If you re-open the share dialog,
1383                  the actual permissions are shown and the permission templates
1384                  section is empty. Modifying the permission template later doesn't
1385                  affect the permissions on existing items. See <xref linkend="project_permission.templates" /> 
1386                  for more information about permission templates.
1387                  </para>
1388                </note>
1389               
1390              </listitem>
1391            </varlistentry>
1392
1393            <varlistentry>
1394              <term>&gbRemove;</term>
1395              <listitem>
1396                <para>
1397                Click on this button to revoke access permissions from
1398                the selected users, groups and projects.
1399                </para>
1400              </listitem>   
1401            </varlistentry>
1402           
1403            <varlistentry>
1404              <term><guilabel>Apply permissions to all sub-directories and their files</guilabel></term>
1405              <listitem>
1406                <para>
1407                This option shows up if at least one of the selected items
1408                is a directory. If this option is selected the permissions given
1409                to the directory will recursively be copied to all files and
1410                sub-directories. Existing permissions on those items will be
1411                overwritten with the new permissions.
1412                </para>
1413              </listitem>   
1414            </varlistentry>
1415          </variablelist>
1416       
1417          <para>
1418            Use the &gbSave; button to save your
1419            changes or the &gbCancel; button to
1420            close the pop-up without saving.
1421          </para>
1422        </helptext>
1423
1424      </sect2>
1425
1426      <sect2 id="webclient.items.changeowner">
1427        <title>Change owner of items</title>
1428        <para>
1429          Sometimes it may be necessary to change the owner of an item.
1430          This can be done by everyone with <emphasis>Set owner</emphasis>
1431          permission on the item.
1432          For a user to have the rights to change owner of an item, the item must
1433          either be owned by or shared with <emphasis>Set owner</emphasis> 
1434          permission to the user .
1435          See <xref linkend="webclient.items.share" />.
1436        </para>
1437       
1438        <para>
1439          An user with <emphasis>Set owner</emphasis> permission can go to a list view
1440          (or the single-item view), mark the checkboxes for the items to change owner of,
1441          and click on the <guibutton>Set owner</guibutton> button. 
1442          A dialog window, like the screen-shot below, will appear.
1443        </para>
1444        <helptext external_id="ownership.configure" title="Change owner">
1445        <variablelist>
1446        <varlistentry>
1447          <term><guilabel>New owner</guilabel></term>
1448          <listitem>
1449          <para>
1450            The user to be the new owner of selected item(s).
1451            By default the current user will be selected but other
1452            users can be picked from the <emphasis>currently used</emphasis> part of the drop-down
1453            list or by clicking on <guibutton>Select</guibutton>.
1454          </para>
1455          </listitem>
1456        </varlistentry>
1457        </variablelist>
1458        <para>
1459          Use the &gbSave; button to set the new owner
1460          or the &gbCancel; button to
1461          close the pop-up without saving.
1462        </para>
1463        </helptext> 
1464        <figure id="webclient.figures.selectowner">
1465          <title>Select a new owner</title>
1466          <screenshot>
1467            <mediaobject>
1468              <imageobject><imagedata fileref="figures/select_owner.png" format="PNG"
1469                scalefit="1" width="100%" /></imageobject>
1470            </mediaobject>
1471          </screenshot>
1472        </figure>
1473       
1474        <note>
1475          <para>
1476          The original owner may not have access permissions to the items
1477          any longer. If that is desired, the new owner must share the items
1478          to the original owner.
1479          </para>
1480        </note>
1481       
1482      </sect2>
1483     
1484      <sect2 id="webclient.items.export">
1485        <title>Export items</title>
1486        <para>
1487          This has a chapter of it's own. See <xref linkend="export_data"/>.
1488        </para>
1489      </sect2>
1490
1491    </sect1>
1492   
1493    <sect1 id="webclient.itemlist">
1494      <title>Listing items</title>
1495     
1496      <para>
1497        All pages that lists items are very similar in their appearance and
1498        functionality. In this section we will describe the things that are
1499        common for most (if not all) list pages.
1500      </para>
1501     
1502      <para>
1503        Use the menu to open a page listing items. Most list pages can only list one type of
1504        items. For example: use the
1505        <menuchoice>
1506          <guimenu>View</guimenu>
1507          <guimenuitem>Samples</guimenuitem>
1508        </menuchoice>
1509        menu to list samples and the
1510        <menuchoice>
1511          <guimenu>View</guimenu>
1512          <guimenuitem>Experiments</guimenuitem>
1513        </menuchoice>
1514        menu to list experiments.
1515      </para>
1516
1517      <tip>
1518        An example of a list page that can list
1519        items of several types is found by going to
1520        <menuchoice>
1521          <guimenu>View</guimenu>
1522          <guimenuitem>All items</guimenuitem>
1523        </menuchoice>.
1524        This page lists all items that you are the owner of. It has a few limitations:
1525       
1526        <itemizedlist>
1527          <listitem>
1528            <para>
1529              It support only a limited set of columns (type, name and description)
1530              since these are the only properties that are common
1531              among all items.
1532            </para>
1533          </listitem>
1534         
1535          <listitem>
1536            <para>
1537              The list may have not have full support for filtering and
1538              sorting. This is due to a limitation in the
1539              query system used to generate the list.
1540            </para>
1541          </listitem>
1542        </itemizedlist>
1543       
1544        <para>
1545          There are also several similarities:
1546        </para>
1547       
1548        <itemizedlist>
1549          <listitem>
1550            <para>
1551              It supports all of the regular multi-item
1552              operations such as delete, restore, share
1553              and change owner.
1554            </para>
1555          </listitem>
1556         
1557          <listitem>
1558            <para>
1559              Clicking on the name of the item will take you to the
1560              single-item view of that item. Holding down <keycap>CTRL</keycap>,
1561              <keycap>ALT</keycap> or <keycap>SHIFT</keycap> while clicking,
1562              will open the edit pop-up.
1563            </para>
1564          </listitem>
1565        </itemizedlist>       
1566       
1567      </tip>
1568     
1569      <figure id="webclient.figures.listpage">
1570        <title>A typical list page</title>
1571        <screenshot>
1572          <mediaobject>
1573            <imageobject><imagedata fileref="figures/listpage.png" format="PNG"
1574              scalefit="1" width="100%" /></imageobject>
1575          </mediaobject>
1576        </screenshot>
1577      </figure>
1578     
1579      <para>
1580        The typical list page contains the following important
1581        elements:
1582      </para>
1583
1584      <variablelist>
1585        <varlistentry>
1586          <term><interface>1. Toolbar</interface></term>
1587          <listitem>
1588            <para>
1589            A toolbar with buttons for various actions such as
1590            &gbNew; for creating a new item,
1591            &gbDelete; for deleting items and
1592            <guibutton>Columns&hellip;</guibutton> for configuring columns.
1593            Depending on the permissions of the logged in user
1594            some buttons may be disabled (greyed out) or not shown at all.
1595            </para>
1596          </listitem>
1597        </varlistentry>
1598       
1599        <varlistentry>
1600          <term><interface>2. Navigation bar</interface></term>
1601          <listitem>
1602            <para>
1603            If there are many items the list will be divided into
1604            pages, each one showing a limited number of items.
1605            The navigation bar allows you to
1606            move to other pages and specify how many items each page
1607            should display. The navigation bar is repeated at the
1608            bottom of the list so you do not have to scroll back to the
1609            top of a long list just to get to another page.
1610            </para>
1611          </listitem>
1612        </varlistentry>
1613       
1614        <varlistentry>
1615          <term><interface>3. List of presets</interface></term>
1616          <listitem>
1617            <para>
1618            A list with preconfigured settings which allows you to
1619            quickly switch between different layouts (sort order, visible
1620            columns, filter settings, etc).
1621            </para>
1622          </listitem>
1623        </varlistentry>
1624       
1625        <varlistentry>
1626          <term><interface>4. Column headers</interface></term>
1627          <listitem>
1628            <para>
1629            The columns headers can be used for selecting sort order.
1630            </para>
1631          </listitem>
1632        </varlistentry>
1633       
1634        <varlistentry>
1635          <term><interface>5. Filter bar</interface></term>
1636          <listitem>
1637            <para>
1638            The filter bar allows you to search for items.
1639            </para>
1640          </listitem>
1641        </varlistentry>
1642       
1643      </variablelist>
1644     
1645     
1646      <sect2 id="webclient.itemlist.order">
1647        <title>Ordering the list</title>
1648       
1649        <para>
1650          Most lists are by default sorted by the name of the item. This can
1651          be changed by clicking on the column header of another column.
1652          If you click on the same column twice the sort order is reversed.
1653          A downwards or upwards pointing arrow is displayed next to the
1654          column header in the column that is currently used for sorting.
1655          Column headers that are black cannot be used for sorting.
1656        </para>
1657       
1658        <para>
1659          It is possible to use more than one column for sorting. Press
1660          and hold one of the <keycap>CTRL</keycap>,
1661          <keycap>ALT</keycap> or <keycap>SHIFT</keycap> keys while clicking
1662          on another column header. The original sorting is kept and the new
1663          column is used for sub-sorting the list. The procedure can be
1664          repeated with more columns if you need to sort on three or more
1665          columns. To revert to sort by only one column again click a
1666          column header without holding down any key.
1667        </para> 
1668      </sect2>
1669   
1670      <sect2 id="webclient.itemlist.filter">
1671        <title>Filtering the list</title>
1672       
1673        <para>
1674          If the list contains many items you may need to use a filter to be
1675          able to find the item you are looking for. The input boxes on the
1676          line below the column headers are used for filtering. Most columns
1677          are filtered using a free-text input box, but some columns that can
1678          only take a few distinct values use a selection list or radio buttons
1679          instead. The selection list and radio buttons are very simple to use.
1680          Just select the alternative that you want to filter on. The list
1681          will be automatically updated when the selection has been made.
1682        </para>
1683       
1684        <para>
1685          The free-text filter is a bit more complex. By default, an exact match is
1686          required, use % as a wildcard character that matches any character.
1687          For example, the filter <informalexample>Experiment A</informalexample> 
1688          only matches the same exact string, but the filter
1689          <informalexample>Exp%</informalexample> matches
1690          <informalexample>Experiment A, Experiment B, etc.</informalexample>
1691        </para>
1692        <para>
1693          If you want to filter on several values at the same time, separate the
1694          values in the filter input box with the <quote>|</quote> character.
1695          For example, a filter text like <informalexample>Experiment A|C%</informalexample>
1696          matches both <quote>Experiment A</quote> and values 
1697          that begin with <quote>C</quote>.
1698        </para>       
1699        <para>
1700          You can also use operators to find items which has a value that
1701          is greater than, less than or not equal to a specific value. This is
1702          mostly useful on numeric or date columns but also works on text
1703          columns. The operator must be entered first in the
1704          free-text box, for example
1705          <informalexample>&lt;=10</informalexample>
1706          to find items which has a value less than or equal to 10.   
1707          Here is a list of the supported operators:
1708        </para>
1709       
1710        <variablelist id="webclient.itemlist.filter.operators">
1711          <title>List of operators supported by the free-text filter</title>
1712          <varlistentry>
1713            <term><keycap>&lt;</keycap></term>
1714            <listitem><simpara>Less than</simpara></listitem>
1715          </varlistentry>
1716          <varlistentry>
1717            <term><keycap>&lt;=</keycap></term>
1718            <listitem><simpara>Less than or equal to</simpara></listitem>
1719          </varlistentry>
1720          <varlistentry>
1721            <term><keycap>&gt;</keycap></term>
1722            <listitem><simpara>Greater than</simpara></listitem>
1723          </varlistentry>
1724          <varlistentry>
1725            <term><keycap>&gt;=</keycap></term>
1726            <listitem><simpara>Greater than or equal to</simpara></listitem>
1727          </varlistentry>
1728          <varlistentry>
1729            <term><keycap>=</keycap></term>
1730            <listitem>
1731              <simpara>
1732                Equal to (useful to find items with a null value). Supports
1733                filtering on more then one value.
1734              </simpara>
1735            </listitem>
1736          </varlistentry>
1737          <varlistentry>
1738            <term><keycap>&lt;&gt;</keycap></term>
1739            <term><keycap>!=</keycap></term>
1740            <listitem>
1741              <simpara>
1742                Not equal to (useful to find items with a non-null value). Supports
1743                filtering on more then one value.
1744              </simpara>
1745            </listitem>
1746          </varlistentry>
1747          <varlistentry>
1748            <term><keycap>==</keycap></term>
1749            <listitem>
1750              <simpara>
1751                Same as <keycap>=</keycap> but interprets <quote>|</quote>, <quote>%</quote> 
1752                and other special characters literally. Use this when you need an exact
1753                string match.
1754              </simpara>
1755            </listitem>
1756          </varlistentry>
1757        </variablelist>
1758       
1759        <sect3 id="webclient.itemlist.filter.units">
1760          <title>Units</title>
1761          <para>
1762            Some (numeric) columns have values with units. There are, for example,
1763            the <emphasis>Original quantity</emphasis> and <emphasis>Remaining quantity</emphasis>
1764            columns for biomaterials, which have values in micrograms (µg), and
1765            annotations which may have any unit.
1766          </para>
1767          <para>
1768            When filtering on a column that has a unit, numeric values without units are
1769            interpreted as the default unit for that column. But it is also possible to
1770            add a unit to the filter value. The examples below are filtering on the
1771            original quantity column of a biomaterial:
1772          </para>
1773          <para>
1774            <informalexample>&gt;=0.5mg</informalexample> matches biomaterials with
1775            an original quantity &gt;=500µg.
1776          </para>
1777          <para>
1778            <informalexample>=100|200|300µg</informalexample> matches biomaterials with
1779            exactly 100, 200 or 300 micrograms.
1780          </para>
1781          <para>
1782            It is also possible to mix units in a single filter:
1783            <informalexample>=100|200|300µg|0.5|1mg</informalexample> which matches
1784            100, 200, 300, 500 and 1000 micrograms.
1785          </para>
1786         
1787          <warning>
1788            <title>Be aware of rounding errors</title>
1789            <para>
1790              All filter values with a unit that is different from the default
1791              unit are converted to the default unit before being applied. Since
1792              numeric conversions are never exact down to the last decimal, this may
1793              result in problems to filter with an exact match. The last example above
1794              could, for example, be converted to: 100, 200, 300, 500.000001 and
1795              999.99999998.
1796            </para>
1797          </warning>
1798         
1799          <tip>
1800            <title>Hard-to-type characters</title>
1801            <para>
1802              Some units contains hard-to-type characters. For example,
1803              the greek letter µ in µg, and m² and m³ for areas and volumes.
1804              In all those cases it is also possible to use ug, m2 and m3,
1805              respectively.
1806            </para>
1807          </tip>
1808         
1809          <note>
1810            <title>Units are case-sensitive</title>
1811            <para>
1812              All units are case sensitive. The main reason for this is that
1813              it must be possible to tell the difference between
1814              <emphasis>milli (m)</emphasis> and <emphasis>mega (M)</emphasis> 
1815              prefixes, for example, <emphasis>mJ</emphasis> and <emphasis>MJ</emphasis>.
1816            </para>
1817          </note>
1818         
1819        </sect3>
1820      </sect2>
1821     
1822      <sect2 id="webclient.itemlist.columns">
1823        <title>Configuring which columns to show</title>
1824       
1825        <para>
1826          Most lists show only a small subset of the columns it
1827          is capable of showing. Use the
1828          <guibutton>Columns&hellip;</guibutton> button to open
1829          a dialog that allows you to select which columns to show
1830          and the order in which they are shown.
1831        </para>
1832       
1833        <figure id="webclient.figures.configure_columns">
1834          <title>Configuring which columns to show</title>
1835          <screenshot>
1836          <mediaobject>
1837            <imageobject>
1838              <imagedata fileref="figures/configure_columns.png" format="PNG"/>
1839            </imageobject>
1840          </mediaobject>
1841          </screenshot>
1842        </figure>
1843       
1844        <helptext external_id="columns.configure" 
1845          title="Set column order and visiblity">
1846       
1847        <variablelist>
1848        <varlistentry>
1849          <term><guilabel>Visible columns</guilabel></term>
1850          <listitem>
1851            <para>
1852              Shows the columns that are currently visible.
1853              Use the up/down arrow buttons to arrange the order of the
1854              visible columns. The topmost column is shown to the left.
1855              Use the right arrow button to move columns from this list
1856              to the hidden columns list. Columns marked with an <guilabel>×</guilabel> 
1857              are required
1858              and cannot be hidden. In most lists the <guilabel>Name</guilabel> column
1859              is the only column that is required.
1860            </para>
1861          </listitem>
1862        </varlistentry>
1863         
1864        <varlistentry>
1865          <term><guilabel>Hidden columns</guilabel></term>
1866          <listitem>
1867            <para>
1868              Shows columns that are not currently visible in the
1869              list. Use the left arrow button to move columns from
1870              this list to the visible columns list.
1871            </para>
1872          </listitem>
1873        </varlistentry>
1874       
1875       
1876        <varlistentry>
1877          <term><guilabel>Presets</guilabel></term>
1878          <listitem>
1879            <para>
1880              A dropdown list that allows you to
1881              select a set of preconfigured columns. You may also create
1882              your own preset if you often need to switch between different
1883              configurations. The list of presets is the same as the one
1884              described <link linkend="webclient.itemlist.presets">below</link>,
1885              but if used from this dialog the presets does not affect filters,
1886              sort order, etc.
1887            </para>
1888          </listitem>
1889        </varlistentry>
1890        </variablelist>
1891       
1892          <para>
1893            Use the &gbSave; button to apply your
1894            changes or the &gbCancel; button to
1895            close the pop-up without saving.
1896          </para>
1897
1898        </helptext>
1899
1900      </sect2>
1901     
1902      <sect2 id="webclient.itemlist.presets">
1903        <title>Presets</title>
1904       
1905        <para>
1906          The <guilabel>view / presets</guilabel> dropdown has three
1907          main functions:
1908        </para>
1909       
1910        <figure id="webclient.figures.viewpresets">
1911          <title>The view / presets dropdown</title>
1912          <screenshot>
1913            <mediaobject>
1914              <imageobject><imagedata fileref="figures/view_presets.png" format="PNG" 
1915                /></imageobject>
1916            </mediaobject>
1917          </screenshot>
1918        </figure>
1919        <orderedlist>
1920          <listitem>
1921            <para>
1922              Switch between different configuration presets.
1923              The top of the dropdown contains user-defined presets (<guilabel>Saved preset #1</guilabel> and
1924              <guilabel>#2</guilabel>) and a few preconfigured presets.
1925              The user-defined presets are used to store a complete table configuration,
1926              including:
1927            </para>
1928           
1929            <itemizedlist>
1930              <listitem><simpara>Which columns are visible and their order</simpara></listitem>
1931              <listitem><simpara>The column (or columns) used for sorting</simpara></listitem>
1932              <listitem><simpara>Filter settings</simpara></listitem>
1933              <listitem><simpara>The number of items per page and the current page</simpara></listitem>
1934            </itemizedlist>
1935           
1936            <para>             
1937              The preconfigured presets only affects
1938              the visible columns as follows:
1939            </para>
1940           
1941            <itemizedlist>
1942              <listitem>
1943                <para><guilabel>All columns</guilabel> - Show all columns.</para>
1944              </listitem>
1945              <listitem>
1946                <para><guilabel>Required columns</guilabel> - Show only the required columns.
1947                  Usually only the <guilabel>Name</guilabel> column is required.</para>
1948              </listitem>
1949              <listitem>
1950                <para><guilabel>Default columns</guilabel> - Show the default set of columns.</para>
1951              </listitem>
1952              <listitem>
1953                <para><guilabel>Other&hellip;</guilabel> -
1954                  Open the configure columns dialog box, described in
1955                  <xref linkend="webclient.itemlist.columns"/>.</para>
1956              </listitem>
1957            </itemizedlist>
1958           
1959          </listitem>
1960         
1961          <listitem>
1962            <para>
1963              Filter items by the removed status and the access
1964              permissions to an item.
1965            </para>
1966           
1967            <itemizedlist>
1968              <listitem>
1969                <para><guilabel>Removed</guilabel> - If checked, items that have been
1970                moved to the trashcan are shown, otherwise they are hidden.</para>
1971              </listitem>
1972              <listitem>
1973                <para><guilabel>Owned by me</guilabel> - If checked, items that the logged in user
1974                owns are displayed, otherwise they are hidden.</para>
1975              </listitem>
1976              <listitem>
1977                <para><guilabel>Shared to me</guilabel> - If checked, items that are owned
1978                by other users but shared to the logged in user are displayed, otherwise
1979                they are hidden.</para>
1980              </listitem>
1981              <listitem>
1982                <para><guilabel>In current project</guilabel> -
1983                  If checked, items that are linked with the current project are displayed,
1984                  otherwise they are hidden. It does not matter if the logged in user is the
1985                  owner or not. This option is only available if a project is active.
1986                </para>
1987              </listitem>
1988              <listitem>
1989                <para><guilabel>Owned by others</guilabel> -
1990                  This option is only available to administrators and will display
1991                  items that are owned by other users.
1992                </para>
1993              </listitem>
1994            </itemizedlist>
1995           
1996            <para>
1997              The default is to display item that the current user
1998              owns and, if a project is active, items in that project.
1999            </para>
2000           
2001          </listitem>
2002
2003          <listitem>
2004            <para>
2005              Administrate the presets
2006            </para>
2007            <itemizedlist>
2008              <listitem>
2009                <para><guilabel>Clear filter</guilabel> - Clears
2010                all filters.</para>
2011              </listitem>
2012             
2013              <listitem>
2014                <para><guilabel>Save as&hellip;</guilabel> - Save the
2015                current configuration as a preset.</para>
2016              </listitem>
2017
2018              <listitem>
2019                <para><guilabel>Manage&hellip;</guilabel> - Opens a dialog
2020                where you can remove saved presets. You can also load
2021                saved presets from the dialog, but it is quicker to just
2022                use the dropdown list for this.</para>
2023              </listitem>
2024            </itemizedlist>
2025          </listitem>
2026        </orderedlist>
2027       
2028        <sect3 id="webclient.itemlist.presets.saveas">
2029          <title>Save a preset</title>
2030         
2031          <para>
2032            If you select the <guilabel>Save as&hellip;</guilabel>
2033            option from the <guilabel>view / presets</guilabel> dropdown
2034            the <guilabel>Save preset as</guilabel> dialog is opened.
2035          </para>
2036         
2037          <figure id="webclient.figures.savepresetas">
2038            <title>Save preset as</title>
2039            <screenshot>
2040              <mediaobject>
2041                <imageobject><imagedata fileref="figures/save_preset.png" format="PNG" /></imageobject>
2042              </mediaobject>
2043            </screenshot>
2044          </figure>
2045         
2046          <helptext external_id="contexts.saveas" title="Save preset as">
2047         
2048          <variablelist>
2049          <varlistentry>
2050            <term><guilabel>For item</guilabel></term>
2051            <listitem>
2052              <para>
2053              The type of item the preset is saved for.
2054              </para>
2055            </listitem>
2056          </varlistentry>
2057          <varlistentry>
2058            <term><guilabel >Name</guilabel></term>
2059            <listitem>
2060              <para>
2061              The name of the preset. The name must be unique.
2062              </para>
2063            </listitem>
2064          </varlistentry>
2065          <varlistentry>
2066            <term><guilabel>Overwrite existing</guilabel></term>
2067            <listitem>
2068              <para>
2069              If a preset with the same name already exists, it is
2070              overwritten if this checkbox is checked.
2071              </para>
2072            </listitem>
2073          </varlistentry>
2074          <varlistentry>
2075            <term><guilabel>Public</guilabel></term>
2076            <listitem>
2077              <para>
2078              This options is only available for users
2079              which has the <emphasis>SHARE_TO_EVERYONE</emphasis>
2080              permission. If checked the preset is visible to
2081              all users.
2082              </para>
2083            </listitem>
2084          </varlistentry>
2085          </variablelist>
2086         
2087          <para>
2088            Use the &gbOk; button to save the preset
2089            or the &gbCancel; button to
2090            close the pop-up without saving.
2091          </para>
2092         
2093         
2094          </helptext>
2095         
2096        </sect3>
2097       
2098        <sect3 id="webclient.itemlist.presets.manage">
2099          <title>Manage presets</title>
2100         
2101          <para>
2102            If you select the <guilabel>Manage&hellip;</guilabel>
2103            option from the <guilabel>view / presets</guilabel> dropdown
2104            the <guilabel>Manage presets</guilabel> dialog is opened.
2105          </para>
2106         
2107          <figure id="webclient.figures.managepresets">
2108            <title>Manage presets</title>
2109            <screenshot>
2110              <mediaobject>
2111                <imageobject><imagedata fileref="figures/manage_presets.png" format="PNG" /></imageobject>
2112              </mediaobject>
2113            </screenshot>
2114          </figure>
2115         
2116          <helptext external_id="contexts.manage" title="Manage presets">
2117         
2118          <para>
2119            From this dialog you can delete or load presets.
2120          </para>
2121         
2122          <para>
2123            To delete presets, first mark the checkbox in front of
2124            each preset you want to delete. Then, click on the
2125            <guibutton>Delete&hellip;</guibutton> button. You will get
2126            a warning about that the action cannot be undone. Unlike other
2127            items, the presets are not moved to the trashcan. Click on
2128            &gbOk; to delete the preset.
2129          </para>
2130         
2131          <note>
2132            <title>Edit a preset</title>
2133            <para>
2134            It is not possible to edit a preset directly. To change an
2135            existing preset you must:
2136           
2137            <orderedlist>
2138            <listitem><simpara>Load the preset.</simpara></listitem>
2139            <listitem><simpara>Use the interface to change column settings, filter,
2140              sort order, etc.</simpara></listitem>
2141            <listitem><simpara>Save the preset with the same name.</simpara></listitem>
2142            </orderedlist>
2143            </para>
2144          </note>
2145         
2146          <para>
2147            Use the &gbClose; button to
2148            close the pop-up.
2149          </para>
2150         
2151         
2152          </helptext>
2153         
2154        </sect3>
2155       
2156      </sect2>
2157    </sect1>
2158
2159
2160    <sect1 id="webclient.trashcan">
2161      <title>Trashcan</title>
2162      <para>
2163        All items that have been deleted, and are owned by you, are
2164        listed in your trashcan. This list page is accessed with
2165        <menuchoice>
2166          <guimenu>View</guimenu>
2167          <guimenuitem>Trashcan</guimenuitem>
2168        </menuchoice>
2169        and it differs a bit from the other common list pages. The
2170        most significant difference is that the trashcan page can
2171        contain more then one item type, actually all removable item
2172        types in BASE can be listed in the trashcan. Items that neither
2173        can be removed or deleted, <emphasis>i.e.,</emphasis> items
2174        like sessions, nor clients' help texts since these are deleted
2175        from the database immediately in list/item view will be shown
2176        in the trashcan page.
2177      </para>
2178      <warning>
2179        <para>
2180          Some item types do not have any owner and these are listed
2181          in the trashcans for everyone with delete permission on that
2182          specific item type.
2183        </para>
2184      </warning>
2185
2186      <para>
2187        Things that the trashcan page have in common with other list
2188        pages are the possibility to restore and view/edit items, see
2189        <xref linkend="webclient.items.restore" /> and
2190        <xref linkend="webclient.items.edit" /> . If an item is
2191        restored, it will of course disappear from the trashcan.
2192      </para>
2193
2194      <sect2 id="webclient.trashcan.deleteitem">
2195        <title>Delete items permanently</title>
2196        <para>
2197          Items can be permanently deleted from BASE only if they are
2198          not used by other items.  Items that are used have the icon
2199          <inlinemediaobject>
2200            <imageobject>
2201              <imagedata fileref="figures/isused.gif" format="GIF" />
2202            </imageobject>
2203          </inlinemediaobject>
2204          in the first column and by clicking on it you can get more
2205          information about the dependencies, see
2206          <xref linkend="webclient.trashcan.viewdependencies" /> .
2207          <note>
2208            <simpara>
2209              This view is NOT the same view page as when clicking on
2210              the item's name, which brings you to the item's view
2211              page.
2212            </simpara>
2213          </note>
2214        </para>
2215        <para>
2216          To delete one or several items permanently from the trashcan
2217          you first have to select them and then to click on the
2218          &gbDelete; button. Press then on either &gbOk; (completes
2219          the deletion) or &gbCancel; (no items will be deleted) in
2220          the dialog window that appears.
2221        </para>
2222
2223        <sect3 id="webclient.trashcan.deleteitem.empty">
2224          <title>Empty trashcan</title>
2225          <para>
2226            If all items in the trashcan should be deleted permanently
2227            the <guibutton>Empty trash</guibutton> button can be
2228            used. This function will remove all items that are listed
2229            in your trashcan, except those items which other items,
2230            not marked for deletion or cannot be deleted, are
2231            dependent on.
2232          </para>
2233        </sect3>
2234      </sect2>
2235
2236      <sect2 id="webclient.trashcan.viewdependencies">
2237        <title>View dependencies of a trashed item</title>
2238        <helptext external_id="trash.view.properties" title="Properties for a trashed item">
2239          <para>
2240            This view can only be accessed from trashed items that are
2241            linked together with other items. Beside the item's
2242            <guilabel>item type</guilabel>, <guilabel>name</guilabel>,
2243            and <guilabel>description</guilabel> there is a list at
2244            the bottom of the view page with those items that are
2245            using the current item in some way.
2246          </para>
2247        </helptext>
2248        <para>
2249          <nohelp>
2250            <figure id="webclient.trashcan.figures.viewtrasheditem">
2251              <title>Item view of a trashed item.</title>
2252              <screenshot>
2253                <mediaobject>
2254                  <imageobject>
2255                    <imagedata fileref="figures/trashview.png" format="PNG" 
2256                               scalefit="1" width="100%" />
2257                  </imageobject>
2258                </mediaobject>
2259              </screenshot>
2260            </figure>
2261          </nohelp>
2262          <orderedlist>
2263            <listitem>
2264              <para>
2265                This icon indicates that the item cannot be deleted
2266                permanently cause of some dependencies, see
2267                #<xref linkend="webclient.trashcan.lists.dependentitem3" />.
2268              </para>
2269            </listitem>
2270            <listitem>
2271              <para>Common properties for all removable items.</para>
2272            </listitem>
2273            <listitem id="webclient.trashcan.lists.dependentitem3">
2274              <para>A list of other items that are using the current item.</para>
2275            </listitem>
2276          </orderedlist>
2277        </para>
2278      </sect2>
2279    </sect1>
2280   
2281  <sect1 id="webclient.itemoverview">
2282    <title>Item overview</title>
2283
2284    <helptext external_id="item.overview" 
2285      title="Item overview">
2286   
2287    <para>
2288      With the <guilabel>Item overview</guilabel> 
2289      function you can get an overview of all hybridizations,
2290      extracts, samples, annotations, raw data sets, etc. that are
2291      related to a given item. In the overview you can also validate
2292      the data to find possibly missing or incorrect information.
2293    </para>
2294   
2295    <nohelp>
2296    <para>
2297      You can access the overview for an item by navigating
2298      to the single-item view of the item you are interested in.
2299      Then, switch to the <guilabel>Overview</guilabel> tab that
2300      is present on that page. Here is an example of what is displayed:
2301    </para>
2302   
2303    <figure id="webclient.figures.itemoverview">
2304      <title>The item overview</title>
2305      <screenshot>
2306        <mediaobject>
2307          <imageobject><imagedata 
2308            scalefit="1" width="100%"
2309            fileref="figures/item_overview.png" format="PNG"
2310            /></imageobject>
2311        </mediaobject>
2312      </screenshot>
2313    </figure>
2314    </nohelp>
2315   
2316    <para>
2317      The page is divided into three sections:
2318    </para>
2319   
2320    <itemizedlist>
2321      <listitem>
2322        <para>
2323        To the left is a tree displaying items that are related
2324        to the current item. The tree is loaded gradually when
2325        you click your way through the sublevels.
2326        The only exception is after a validation has been done,
2327        in this case the whole tree is loaded through the validation-process.               
2328        </para>
2329      </listitem>
2330     
2331      <listitem>
2332        <para>
2333        The lower right shows a list of warnings and error
2334        messages that was found when validating the data.
2335        This section is empty if no validation has been done.
2336        Click on the <guibutton>Validate</guibutton> button
2337        to validate the data and load errors and warnings.       
2338        <nohelp>
2339          In the example you can see that we have failed to
2340          specify a value for the <guilabel>Temperature</guilabel> 
2341          protocol parameter for one of the samples.
2342        </nohelp> 
2343        </para>
2344      </listitem>
2345       
2346      <listitem>
2347        <para>
2348          The upper right shows information about the
2349          currently selected item in the tree. This part will also
2350          contain more information about errors or warnings for this
2351          item, but only if a validation has been done.
2352          It may also present you with one or more suggestions
2353          about how to fix the problem and with a link that
2354          takes you to the most probable location where you can fix
2355          the error or warning.
2356        </para>
2357       
2358        <note>
2359          <title>No links?</title>
2360          If you do not have permission to change things no links
2361          will be shown.
2362        </note>
2363       
2364      </listitem>
2365       
2366    </itemizedlist>
2367   
2368    <seeother>
2369      <other external_id="item.overview.validationoptions"
2370        >Validation options</other>
2371      <other external_id="item.overview.fixfailures"
2372        >How to fix validation failures</other>
2373    </seeother>
2374   
2375    </helptext>
2376   
2377    <sect2 id="webclient.itemoverview.validationoptions">
2378      <title>Validation options</title>
2379      <para>
2380        Click on the <guibutton>Validation options</guibutton>
2381        button in the toolbar to open the <guilabel>Validation
2382        options</guilabel> dialog.
2383      </para>
2384     
2385      <figure id="webclient.figures.validationoptions">
2386        <title>Validation options</title>
2387        <screenshot>
2388          <mediaobject>
2389            <imageobject><imagedata 
2390              fileref="figures/validation_options.png" format="PNG"
2391              /></imageobject>
2392          </mediaobject>
2393        </screenshot>
2394      </figure>         
2395     
2396      <helptext external_id="item.overview.validationoptions" 
2397        title="Validation options">
2398        <para>
2399          The validation procedure is highly
2400          configurable and you can select what you want to
2401          ignore, or something should be displayed as an error
2402          or warning.
2403        </para>
2404       
2405        <variablelist>
2406          <varlistentry>
2407            <term>
2408            <guilabel>Presets</guilabel></term>
2409            <listitem>
2410              <para>
2411              The list contains predefined and
2412              user defined validation options.
2413              Use the <guibutton>Save as&hellip;</guibutton>
2414              button to save the current options as a user defined
2415              preset. The <guibutton>Remove&hellip;</guibutton>
2416              button is used to remove the currently selected
2417              preset. Predefined presets cannot be deleted.
2418              </para>
2419            </listitem>
2420          </varlistentry>
2421         
2422          <varlistentry>
2423            <term><guilabel>Project defaults</guilabel></term>
2424            <listitem>
2425              <para>
2426              The options in this section are used to check
2427              if your experiment uses the same values as set
2428              by the project default values of the currently active
2429              project<nohelp>
2430              (see <xref linkend="project_permission.projects" />)</nohelp>.
2431              If no project is active or if the active project does not
2432              have default values these options are ignored.
2433              </para>
2434            </listitem>
2435           
2436          </varlistentry>
2437         
2438          <varlistentry>
2439            <term><guilabel>Missing items</guilabel></term>
2440            <listitem>
2441              <para>
2442              The options in this section are used to check if
2443              you have specified values for optional items.
2444              For example, there is an option that warns you if
2445              you have not specified a protocol.
2446              </para>
2447            </listitem>
2448          </varlistentry>
2449         
2450          <varlistentry>
2451            <term><guilabel>Annotations</guilabel></term>
2452            <listitem>
2453              <para>
2454              The options in this section are used to check
2455              problems related to annotations. The most
2456              important ones are listed here:
2457              </para>
2458             
2459              <itemizedlist>
2460              <listitem>
2461                <simpara>
2462                <emphasis>Missing MIAME annotation value</emphasis>:
2463                Checks that you have specified values
2464                for all annotations marked as
2465                <guilabel>Required for MIAME</guilabel>.
2466                </simpara>
2467              </listitem>
2468             
2469              <listitem>
2470                <simpara>
2471                <emphasis>Missing factor value</emphasis>:
2472                Checks that you have specified values for
2473                all annotations used as experimental factors in
2474                the experiment. This is only checked when an experiment
2475                is selected as the root item.
2476                </simpara>
2477              </listitem>
2478             
2479              <listitem>
2480                <simpara>
2481                <emphasis>Missing parameter value</emphasis>:
2482                Checks that you have specified values
2483                for all protocol parameters.
2484                </simpara>
2485              </listitem>
2486
2487              <listitem>
2488                <simpara>
2489                <emphasis>Annotation is protocol parameter</emphasis>:
2490                Checks if an item has been annotated with a
2491                an annotation that is actually a protocol parameter.
2492                </simpara>
2493              </listitem>
2494
2495              <listitem>
2496                <simpara>
2497                <emphasis>Annotation has invalid value</emphasis>:
2498                Checks if annotation values are correct with
2499                respect to the rules given by the annotation type.
2500                This might include numeric values that are outside
2501                the valid range, or values not in the list
2502                of allows values for an enumerated annotation type.
2503                </simpara>
2504              </listitem>
2505
2506              <listitem>
2507                <simpara>
2508                <emphasis>Inheriting annotation from non-parent</emphasis>:
2509                Checks if inherited annotations really comes from a
2510                parent item. This might happen if you rearrange
2511                parent-child relationship because you found that
2512                they were incorrectly linked.
2513                </simpara>
2514              </listitem>
2515              </itemizedlist>
2516             
2517           
2518            </listitem>
2519          </varlistentry>
2520         
2521          <varlistentry>
2522            <term><guilabel>Denied access</guilabel></term>
2523            <listitem>
2524              <para>
2525              The options in this section are used to
2526              check if you do not have access (read permission)
2527              to an item in the experiment hierarchy. If this
2528              happens the validation cannot proceed in that branch.
2529              This might mask other validation problems.
2530              </para>
2531            </listitem>
2532          </varlistentry>
2533         
2534          <varlistentry>
2535            <term><guilabel>Other</guilabel></term>
2536            <listitem>
2537              <para>
2538              This section collects options that does not fit
2539              into any of the other sections. The most
2540              important options are:
2541              </para>
2542             
2543              <itemizedlist>
2544                <listitem>
2545                  <simpara>
2546                  <emphasis>Array deign mismatch</emphasis>:
2547                  Checks if the array design specified for
2548                  a raw bioassay is the same array design
2549                  specified for the hybridization.
2550                  </simpara>
2551                </listitem>
2552               
2553                <listitem>
2554                  <simpara>
2555                  <emphasis>Multiple array designs</emphasis>:
2556                  Checks if all raw bioassays in an experiment
2557                  use the same array design or not. This is only
2558                  checked when the root item is an experiment.
2559                  </simpara>
2560                </listitem>
2561             
2562                <listitem>
2563                  <simpara>
2564                  <emphasis>Incorrect number of labled extracts</emphasis>:
2565                  Checks if the number of labeled extracts
2566                  match the number of channels for the experiment.
2567                  This is only checked when the root item is an experiment.
2568                  </simpara>
2569                </listitem>
2570
2571                <listitem>
2572                  <simpara>
2573                  <emphasis>Non-unique name</emphasis>:
2574                  Checks if two items of the same type
2575                  have the same name. A unique name if important
2576                  when exporting data in Tab2Mage format.
2577                  </simpara>
2578                </listitem>
2579
2580                <listitem>
2581                  <simpara>
2582                  <emphasis>Circular reference to pooled item</emphasis>:
2583                  If you have used pooling, checks that no
2584                  circular references have been created.
2585                  </simpara>
2586                </listitem>
2587             
2588              </itemizedlist>
2589             
2590            </listitem>
2591          </varlistentry>
2592         
2593        </variablelist>
2594       
2595        <para>
2596          Click on the &gbSave; button
2597          to use the current settings. The display will
2598          automatically refresh itself.
2599        </para>
2600       
2601      </helptext>
2602     
2603      <helptext external_id="item.overview.validationoptions.savepreset" 
2604        title="Save preset" webonly="1">
2605       
2606        <para>
2607        Saves all validation options as a preset.
2608        </para>
2609       
2610        <variablelist>
2611          <varlistentry>
2612            <term><guilabel>Name</guilabel></term>
2613            <listitem>
2614              <para>
2615                The name of the preset. The name must be unique
2616                and if a preset with the same name already exists
2617                you will be asked if you want to overwrite it or not.
2618              </para>
2619            </listitem>
2620          </varlistentry>
2621        </variablelist>
2622       
2623        <para>
2624          Click on the &gbSave; button
2625          to save the preset or &gbCancel;
2626          to abort.
2627        </para>
2628      </helptext>
2629     
2630    </sect2>
2631   
2632    <sect2 id="webclient.itemoverview.fixfailures">
2633      <title>Fixing validation failures</title>
2634      <helptext external_id="item.overview.fixfailures" 
2635        title="How to fix validation failures">
2636       
2637        <para>       
2638        The overview includes a function that allows
2639        you to quickly fix most of the problems found during the
2640        validation. The easiest way to use the function is:
2641        </para>
2642       
2643        <orderedlist>
2644          <listitem>
2645            <simpara>
2646            Click on an error or warning in the list of failures in
2647            the lower right
2648            pane. The tree in the left pane and the item overview in the
2649            top right pane will automatically be updated to show the
2650            exact location of the faulty item.
2651            </simpara>
2652          </listitem>
2653          <listitem>
2654            <simpara>
2655            The upper right pane should contain a list labeled
2656            <guilabel>Failure details</guilabel> with more information
2657            about each failure and also one or more suggestions for fixing
2658            the problem. For example, a failure due to a missing item
2659            should suggest that you add or select an item.
2660            </simpara>
2661          </listitem>
2662         
2663          <listitem>
2664            <simpara>
2665            The suggestions should also have links that takes
2666            you to an edit view where you can do the changes.
2667            </simpara>
2668          </listitem>
2669         
2670          <listitem>
2671            <simpara>
2672            After saving the changes you must click on the
2673            <guibutton>Validate</guibutton> button to update the
2674            interface. If you want, you can fix more than one
2675            failure before clicking on the button.
2676            </simpara>
2677          </listitem>
2678           
2679        </orderedlist>
2680     
2681      </helptext>
2682    </sect2>
2683   
2684  </sect1>
2685
2686</chapter>
Note: See TracBrowser for help on using the repository browser.