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									                                                   zBento System Specification



                                    zBento
                          System Specification

Version:
    Final Draft, March 31, 2004

Authors:
    Aaron Louie, Information Architect
    Eric Maddox, Developer
    William Washington, User Interface Designer




                                                                            1
zBento System Specification




Table of Contents
TABLE OF CONTENTS ............................................................................................................................................2
1.       INTRODUCTION ..............................................................................................................................................7
     1.1.         PURPOSE......................................................................................................................................................7
     1.2.         SCOPE..........................................................................................................................................................7
     1.3.         CONVENTIONS USED IN THIS DOCUMENT ...................................................................................................8
2.       SYSTEM OVERVIEW ......................................................................................................................................9
     2.1.         GENERAL DESCRIPTION...............................................................................................................................9
                  Figure 1: zBento System Architecture Diagram .......................................................................................................... 9
        2.1.1. What is it? ..............................................................................................................................................9
        2.1.2. Who will use it? ................................................................................................................................... 10
        2.1.3. Components ......................................................................................................................................... 10
        2.1.4. Feature List .......................................................................................................................................... 11
     2.2.     SYSTEM ATTRIBUTES ................................................................................................................................ 12
        2.2.1. Accessibility ......................................................................................................................................... 12
        2.2.2. Usability............................................................................................................................................... 12
        2.2.3. Reliability............................................................................................................................................. 12
        2.2.4. Availability ........................................................................................................................................... 13
        2.2.5. Security ................................................................................................................................................ 13
        2.2.6. Maintainability .................................................................................................................................... 13
3.       USER ANALYSIS ............................................................................................................................................ 14
     3.1.         AUDIENCE ................................................................................................................................................. 14
     3.2.         PERSONA ................................................................................................................................................... 14
                  Figure 2: User Persona - "Terry" ............................................................................................................................... 15
     3.3.         USER TASKS AND SCENARIOS ................................................................................................................... 17
                  Figure 3: Classroom Workflow Diagram ................................................................................................................... 18
4.       SYSTEM FEATURES ..................................................................................................................................... 19
     4.1.     TEMPLATING ............................................................................................................................................. 19
        4.1.1. Purpose ................................................................................................................................................ 19
        4.1.2. Associated functions ............................................................................................................................ 19
     4.2.     CATEGORIZATION...................................................................................................................................... 19
        4.2.1. Purpose ................................................................................................................................................ 19
        4.2.2. Associated functions ............................................................................................................................ 19
     4.3.     AUTHORING .............................................................................................................................................. 20
        4.3.1. Purpose ................................................................................................................................................ 20
        4.3.2. Associated functions ............................................................................................................................ 20
     4.4.     PUBLISHING............................................................................................................................................... 20
        4.4.1. Purpose ................................................................................................................................................ 20
        4.4.2. Associated functions ............................................................................................................................ 20
     4.5.     CONTENT MANAGEMENT .......................................................................................................................... 20
        4.5.1. Purpose ................................................................................................................................................ 20
        4.5.2. Associated functions ............................................................................................................................ 21
     4.6.     NAVIGATION & SEARCHING ...................................................................................................................... 21
        4.6.1. Purpose ................................................................................................................................................ 21
        4.6.2. Associated functions ............................................................................................................................ 21
     4.7.     SITE CUSTOMIZATION ............................................................................................................................... 21
        4.7.1. Purpose ................................................................................................................................................ 21
        4.7.2. Associated functions ............................................................................................................................ 21



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                                                                                                                                     zBento System Specification


     4.8.         FUTURE RECOMMENDATIONS.................................................................................................................... 21
5.       USE MODELING ............................................................................................................................................ 23
     5.1.         WORKFLOW DIAGRAM .............................................................................................................................. 23
                  Figure 4: zBento Workflow Diagram ........................................................................................................................ 23
     5.2.     USE CASE DIAGRAMS................................................................................................................................ 24
        5.2.1. Internal Site ......................................................................................................................................... 24
                  Figure 5: Use Case Diagram I. Internal Site .............................................................................................................. 25
                  Figure 6: Use Case Diagram I6. User's Content ........................................................................................................ 25
                  Figure 7: Use Case Diagram I6.1. Add Content ........................................................................................................ 26
                  Figure 8: Use Case Diagram I6.1.1. Article (Add Content) ....................................................................................... 27
                  Figure 9: Use Case Diagram I6.1.1.3. Edit Article .................................................................................................... 28
                  Figure 10: Use Case Diagram I6.7. View Content ..................................................................................................... 29
                  Figure 11: Use Case Diagram I6.8. Find Content ...................................................................................................... 30
                  Figure 12: Use Case Diagram I6.8.3. Search ............................................................................................................. 31
                  Figure 13: Use Case Diagram I6.9. Changing Publishing Status ............................................................................... 32
                  Figure 14: Use Case Diagram I7. Community Content ............................................................................................. 33
                  Figure 15: Use Case Diagram I8. Template Builder .................................................................................................. 34
                  Figure 16: Use Case Diagram I8.2. Add New Template ............................................................................................ 35
                  Figure 17: Use Case Diagram I8.2.1. Create Template .............................................................................................. 36
                  Figure 18: Use Case Diagram I8.2.2. Create Temp Text File .................................................................................... 37
                  Figure 19: Use Case Diagram I8.2.3. Copy Existing Template ................................................................................. 38
                  Figure 20: Use Case Diagram I8.3. Edit Template .................................................................................................... 39
                  Figure 21: Use Case Diagram I8.3.3. Edit Page......................................................................................................... 40
                  Figure 22: Use Case Diagram I8.3.5. Edit Section .................................................................................................... 41
                  Figure 23: Use Case Diagram I8.3.7. Edit Prompt ..................................................................................................... 42
         5.2.2.       Public Site ............................................................................................................................................ 43
                  Figure 24: Use Case Diagram P. Public Site.............................................................................................................. 43
                  Figure 25: Use Case Diagram P1. Find Content ........................................................................................................ 44
                  Figure 26: Use Case Diagram P1.2. Advanced Search .............................................................................................. 45
                  Figure 27: Use Case Diagram P2. Read Content ....................................................................................................... 46
                  Figure 28: Use Case Diagram P2.1. Page Navigation ................................................................................................ 47
                  Figure 29: Use Case Diagram P2.2. Supplemental Resource..................................................................................... 48
                  Figure 30: Use Case Diagram P3. Re-use Content .................................................................................................... 48
                  Figure 31: Use Case Diagram P4. Comment on Content ........................................................................................... 49
6.       INTERFACE .................................................................................................................................................... 50
     6.1.         SCREEN FLOW DIAGRAMS ......................................................................................................................... 50
                  Figure 32: Key for screenflow diagrams .................................................................................................................... 50
                  Figure 33: Screen-Flow Diagram - Username's Content............................................................................................ 51
                  Figure 34: Screen-Flow Diagram - Community Content ........................................................................................... 52
                  Figure 35: Screen-Flow Diagram - Template Builder................................................................................................ 53
                  Figure 36: Screen-Flow Diagram - Site Administration ............................................................................................ 54
                  Figure 37: Screen-Flow Diagram – Commenting ...................................................................................................... 55
     6.2.     WIRE FRAME DIAGRAMS........................................................................................................................... 56
        6.2.1. Internal Site ......................................................................................................................................... 56
                  Figure 38: Wire Frame Diagram - Internal Site - Content List .................................................................................. 56
                  Figure 39: Wire Frame Diagram - Internal Site - Category Builder........................................................................... 57
                  Figure 40: Wire Frame Diagram - Internal Site - Template Builder .......................................................................... 57
                  Figure 41: Wire Frame Diagram - Internal Site - Article Creation ............................................................................ 58
                  Figure 42: Wire Frame Diagram - Internal Site - Document Review ........................................................................ 58
         6.2.2.       Public Site ............................................................................................................................................ 59
                  Figure 43: Wire Frame Diagram - Public Site – Browsing ........................................................................................ 59
                  Figure 44: Wire Frame Diagram - Public Site - Article Navigation........................................................................... 59
     6.3.     SCREENSHOTS ........................................................................................................................................... 60
        6.3.1. Templating ........................................................................................................................................... 61
                  Figure 45: Screenshot - Template Builder home ....................................................................................................... 61
                  Figure 46: Screenshot - Template Builder content list ............................................................................................... 62
                  Figure 47: Screenshot - Creating Template from scratch ........................................................................................... 63
                  Figure 48: Screenshot - Creating Template from scratch ........................................................................................... 64



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zBento System Specification


              Figure 49: Screenshot - Copying existing Template .................................................................................................. 65
              Figure 50: Screenshot - Creating Template from text file .......................................................................................... 66
              Figure 51: Screenshot - Editing Template ................................................................................................................. 67
              Figure 52: Screenshot - Editing Template ................................................................................................................. 68
              Figure 53: Screenshot - Template Preview ................................................................................................................ 69
              Figure 54: Screenshot - Categorizing Template ......................................................................................................... 70
              Figure 55: Screenshot - Making Template available.................................................................................................. 71
     6.3.2.       Categorization ..................................................................................................................................... 72
              Figure 56: Screenshot - Site Administration home .................................................................................................... 72
              Figure 57: Screenshot - Main Category list ............................................................................................................... 73
              Figure 58: Screenshot - Subcategory list ................................................................................................................... 74
              Figure 59: Screenshot - Adding new main category .................................................................................................. 75
              Figure 60: Screenshot - Adding new Subcategory ..................................................................................................... 76
              Figure 61: Screenshot - Editing Category .................................................................................................................. 77
              Figure 62: Screenshot - Categorizing Resource ......................................................................................................... 78
              Figure 63: Screenshot - Resource list for multiple categorization ............................................................................. 79
              Figure 64: Screenshot - Searching for Resources to categorize ................................................................................. 80
              Figure 65: Screenshot - Selecting multiple Resources to categorize .......................................................................... 81
              Figure 66: Screenshot - Categorizing multiple Resources ......................................................................................... 82
              Figure 67: Screenshot - Summary of multiple categorization .................................................................................... 83
     6.3.3.       Authoring ............................................................................................................................................. 84
              Figure 68: Screenshot - Adding Resource ................................................................................................................. 84
              Figure 69: Screenshot - Editing Resource properties ................................................................................................. 85
              Figure 70: Screenshot - Categorizing Resource ......................................................................................................... 86
              Figure 71: Screenshot - Resource preview................................................................................................................. 87
              Figure 72: Screenshot - Adding Article ..................................................................................................................... 88
              Figure 73: Screenshot - Selecting Template .............................................................................................................. 89
              Figure 74: Screenshot - Editing Article title .............................................................................................................. 90
              Figure 75: Screenshot - Editing Article ..................................................................................................................... 91
              Figure 76: Screenshot - Editing Image....................................................................................................................... 92
              Figure 77: Screenshot - Categorizing Resource ......................................................................................................... 93
     6.3.4.       Publishing ............................................................................................................................................ 94
              Figure 78: Screenshot - Resource preview................................................................................................................. 94
              Figure 79: Screenshot - Sharing Resource with Community ..................................................................................... 95
              Figure 80: Screenshot - Submitting Resource for Publishing .................................................................................... 96
              Figure 81: Screenshot - Publishing Resource ............................................................................................................ 97
              Figure 82: Screenshot - Rejecting Resource for Publishing ....................................................................................... 98
              Figure 83: Screenshot - Un-publishing Resource ...................................................................................................... 99
     6.3.5.       Content Management ......................................................................................................................... 100
              Figure 84: Screenshot - Logging in ......................................................................................................................... 100
              Figure 85: Screenshot - User's Resource list ............................................................................................................ 101
              Figure 86: Screenshot - Community Resource list................................................................................................... 102
              Figure 87: Screenshot - User list.............................................................................................................................. 103
              Figure 88: Screenshot - Adding User ....................................................................................................................... 104
              Figure 89: Screenshot - Editing User ....................................................................................................................... 105
              Figure 90: Screenshot - Adding Users from class list .............................................................................................. 106
              Figure 91: Screenshot - Exporting site to XML ....................................................................................................... 107
              Figure 92: Screenshot - Import from XML .............................................................................................................. 108
     6.3.6.       Navigation & Searching .................................................................................................................... 109
              Figure 94: Screenshot - Browsing with side bar menu ............................................................................................ 110
              Figure 95: Screenshot - Public Site home with "Template" as primary Facet.......................................................... 111
              Figure 96: Screenshot - Switching primary Facet with Quick Links ....................................................................... 112
              Figure 97: Screenshot - Public Site home with "Location" as primary Facet .......................................................... 113
              Figure 98: Screenshot - Browsing with side bar menu ............................................................................................ 114
              Figure 99: Screenshot - Selecting a Category in a different Facet ........................................................................... 115
              Figure 100: Screenshot - Refining results by another Category ............................................................................... 116
              Figure 101: Screenshot - Site map ........................................................................................................................... 117
              Figure 102: Screenshot - Search results list ............................................................................................................. 118
              Figure 103: Screenshot - Advanced search .............................................................................................................. 119
              Figure 104: Screenshot - Multi-page Article view ................................................................................................... 120
              Figure 105: Screenshot - Single-page Article view.................................................................................................. 121
              Figure 106: Screenshot - Viewing Article with Image preview ............................................................................... 122



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                  Figure 107: Screenshot - Viewing Image................................................................................................................. 123
         6.3.7.       Site Customization ............................................................................................................................. 124
                  Figure 108: Screenshot - Editing Public Site properties .......................................................................................... 124
                  Figure 109: Screenshot - Editing Public Site fonts .................................................................................................. 125
                  Figure 110: Screenshot - Editing Public Site colors................................................................................................. 126
                  Figure 111: Screenshot - Selecting a new color ....................................................................................................... 127
                  Figure 112: Screenshot - Editing Public Site home page text .................................................................................. 128
7.       DATA MODEL .............................................................................................................................................. 129
     7.1.         DATA DICTIONARY ................................................................................................................................. 129
     7.2.         ENTITY RELATIONSHIP DIAGRAM ........................................................................................................... 132
                  Figure 113: Entity Relationship Diagram ................................................................................................................ 133
8.       LOGIC ............................................................................................................................................................ 134
     8.1.         STATE DIAGRAMS ................................................................................................................................... 134
                  Figure 114: Workflow State Diagram - Article Publishing...................................................................................... 134
                  Figure 115: Workflow State Diagram - Templating ................................................................................................ 135
     8.2.     SEQUENCE DIAGRAMS............................................................................................................................. 136
        8.2.1. Internal Site ....................................................................................................................................... 136
                  Figure 116: Sequence Diagram I9.2.3.2. Edit User.................................................................................................. 136
                  Figure 117: Sequence Diagram I9.4.3. Edit Category ............................................................................................. 137
                  Figure 118: Sequence Diagram I9.1.1. Multiple Categorization .............................................................................. 138
                  Figure 119: Sequence Diagram I9.4.1. Reorder Categories ..................................................................................... 139
                  Figure 120: Sequence Diagram I9.4.2. Add Category ............................................................................................. 140
                  Figure 121: Sequence Diagram I9.4.4. Delete Category .......................................................................................... 141
                  Figure 122: Sequence Diagram I9.4.5. Promote/Demote Category ......................................................................... 141
                  Figure 123: Sequence Diagram I9.4.6. Copy/Paste Category .................................................................................. 142
                  Figure 124: Sequence Diagram I9.4.7. Export All Categories ................................................................................. 142
                  Figure 125: Sequence Diagram I9.4.8. Import All Categories ................................................................................. 143
                  Figure 126: Sequence Diagram I9.3.1. Edit Home Page Text ................................................................................. 144
                  Figure 127: Sequence Diagram I9.3.2.1. Edit Fonts ................................................................................................ 145
                  Figure 128: Sequence Diagram I9.3.2.2. Edit Colors .............................................................................................. 146
                  Figure 129: Sequence Diagram I9.3.3. Edit Site Title & Description ...................................................................... 147
                  Figure 130: Sequence Diagram I9.2.4. Delete Users ............................................................................................... 148
                  Figure 131: Sequence Diagram I9.2.2.1. Add Single User ...................................................................................... 149
                  Figure 132: Sequence Diagram I9.2.2.2. Upload Classlist....................................................................................... 150
         8.2.2.       Public Site .......................................................................................................................................... 151
                  Figure 133: Sequence Diagram P1.1. Ask a Question ............................................................................................. 151
                  Figure 134: Sequence Diagram P1.2.1. Facet Search .............................................................................................. 152
                  Figure 135: Sequence Diagram P1.2.2. Advanced Keyword Search ....................................................................... 153
                  Figure 136: Sequence Diagram P1.3. Keyword Search ........................................................................................... 154
                  Figure 137: Sequence Diagram P1.4. Facet Navigation .......................................................................................... 155
                  Figure 138: Sequence Diagram P1.5. Quick Links .................................................................................................. 156
                  Figure 139: Sequence Diagram P1.6. Site Map ....................................................................................................... 157
                  Figure 140: Sequence Diagram P2.1.2. Read Article............................................................................................... 158
                  Figure 141: Sequence Diagram P2.1.2: Related Resources ..................................................................................... 159
                  Figure 142: Sequence Diagram P2.1.3. Also Categorized As .................................................................................. 160
                  Figure 143: Sequence Diagram P3.1. Print Content ................................................................................................ 161
                  Figure 144: Sequence Diagram P3.2. Export Content ............................................................................................. 162
                  Figure 145: Sequence Diagram P4.1. Browse Comments ....................................................................................... 163
                  Figure 146: Sequence Diagram P4.2. Post Comment .............................................................................................. 164
                  Figure 147: Sequence Diagram P5. Get Help / Contact ........................................................................................... 165
                  Figure 148: Sequence Diagram P6. Log In .............................................................................................................. 166
9.       APPENDIX ..................................................................................................................................................... 167
     9.1.     GLOSSARY............................................................................................................................................... 167
        9.1.1. Metadata Fields ................................................................................................................................. 167
        9.1.2. Content Objects ................................................................................................................................. 167
        9.1.3. Category Objects ............................................................................................................................... 168
        9.1.4. Content Areas .................................................................................................................................... 169



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zBento System Specification


       9.1.5. User Classes & Roles ........................................................................................................................ 172
       9.1.6. Transitions ......................................................................................................................................... 172
       9.1.7. Workflow States ................................................................................................................................. 173
    9.2.     REFERENCES ........................................................................................................................................... 174




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                                                                           zBento System Specification




1. Introduction
1.1. Purpose
The purpose of this document is to describe requirements and provide technical and user
interface standards for the zBento project of the Program for Educational Transformation
Through Technology (PETTT) at the University of Washington (UW). This document analyzes
each requirement and standard and describes the detailed software requirements for this project.
This specification is intended for use by the UW community and the open-source community.

PETTT's goal is to facilitate thoughtful and innovative educational technology uses through our
research, development, and collaborative service activities. One of these major activities is UW
Knowledge Works (UWKW), which endeavors to provide tools and strategies to assist educators
in meeting the increasing demands on their time and skills. zBento is the central tool in the
UWKW solution.

PETTT began exploring content management solutions for teaching, learning, and administrative
objectives in early 1999. At that time, XML and the content management field were relatively
young, and few off-the-shelf tools existed for managing online information systems. Thus,
PETTT used several open source technologies (Zope, Python, MySQL, Apache, and Linux) to
develop several small, custom prototypes as proofs-of-concept for the functionality we identified
through user analysis. Over the next four years, we refined and aggregated the various features
we had tested into a single prototype called zBento. zBento, so named for the content
management platform (Zope) and modular lunchbox-like functionality (bento) of the prototype,
is designed to meet the content management needs of students, teachers, and administrative staff
at the UW. More information about the zBento prototype and how it may be accessed is
available at: http://depts.washington.edu/pettt/projects/zbento.html

zBento will allow an instructor, student, researcher, or administrative staff persons to design
templates to guide the creation of articles, or content, which include text, sound, images, and
video; provide access to these articles for evaluation, comment and improvement; define
categories for organizing articles in a searchable database; publish selected articles to the Web to
defined audiences and the public. zBento will also allow article authors to form groups and
create content collaboratively. zBento will also allow the importing and exporting of content
created, and the categories defined for organizing that content.


1.2. Scope
This document covers the requirements for the 1.0 release of zBento. In general, this
specification will cover the following basic issues: user analysis, use modeling, data model,
interface, and logic of zBento.

We hope that this document will be used as a guideline by system developers in building version
1.0 of zBento. This document intentionally does not specify which technologies should be used –
other than the internet and email – in the production of zBento, in order to give developers


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zBento System Specification


latitude in choosing programming languages, protocols, APIs, operating systems and platforms
for their incarnation of the system. The implementation details (the client-side technology or
server environment) are left undefined and open to any type of implementation, so long as the
general accessibility, usability, reliability, availability, and security requirements are met.


1.3. Conventions Used in This Document
Glossary terms – including metadata fields, content objects, category objects, content areas, user
classes and roles, transitions, and workflow states – are denoted in the text of this document with
capitalization and the use of a monospaced font (e.g. Resource). Definitions for these terms
may be found in the Glossary (10.1) at the end of this document.




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                                                                             zBento System Specification




2. System Overview
2.1. General Description

The zBento system design responds to the general need at the UW for instructors, students,
researchers, or administrative staff – to easily create, organize, maintain, and publish content to
the web so that it is easily found and easily shared. zBento will allow an instructor, student,
researcher, or administrative staff persons to design templates to guide the creation of articles, or
content, which include text, sound, images, and video; provide access to these articles for
evaluation, comment and improvement; define categories for organizing articles in a searchable
database; and publish selected articles to the web to defined audiences or the public. zBento will
also allow the importing and exporting of content created, and the categories defined for
organizing that content. It is designed as a flexible, scalable tool which can be used in different
domains and by different types of users.

zBento System Architecture
                         User Interface



                                Public Site       Logic                       Data Storage



                          Internal Site
                                                          Authentication
                                                                                      Resource
                                                                                       Storage
                              User’s Content

                                                            Workflow
                                Community
                                 Content
                                                                                      Facet-Item
                                                                                       Catalog
  User    Web Browser                                      Information
                                 Category
                                                            Retrieval
                                 Manager



                             Template Builder                                       Facet Storage
                                                           Formatting


                                  Site
                              Administration




                              Figure 1: zBento System Architecture Diagram



2.1.1.     What is it?
zBento is a web-based application, a content management system (CMS) that is designed to
include a front-end and a back-end. The front-end is a database-driven customizable public
website and the back-end is an authoring and administration workspace with an embedded
workflow to help manage the progression of documents through the system.




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zBento System Specification


2.1.2.      Who will use it?
It will be used by instructors to provide students with opportunities for knowledge-building and
authentic learning. It can be used by a program or department as a public website – an
information resource for students, fellow researchers, or the public. zBento can serve as an
intranet for a department or a program, for an individual to manage content for research, or as a
tool for collaboration between geographically dispersed entities.


2.1.3.      Components

Roles
As with most CMSs, permissions for different functions or places within the system are managed
by assigning roles to the different users of the system. The roles are as follows: Manager,
Category Builder, Template Builder, Reviewer, Member, Owner, Group Member (see
section 10.1.5 in the Glossary, page 150 for role definitions). Each user is assigned any number
of roles.

Content, Building, and Management Spaces
The work in the system occurs in one of three content spaces, and three "building or managing
spaces". The three content spaces are: a member’s content space (accessible only to that
member), the Community Content space (accessible only to all users with a login: Managers,
Members, Reviewers, Category Builders, and Template Builders), or on the public
side of the site (accessible only to all users). The three building and management spaces are: the
Site Administration space (accessible only to Managers), the Category Builder space
(accessible only to Managers and Category Builders), and the Template Builder space
(accessible only to Managers and Template Builders). See section 10.1.4 in the Glossary,
page 150 for definitions of the content spaces.

Creating Content
Templates – a sequence of questions (accompanied by web form fields, textboxes) – are used to
guide authors (Members) in content creation. When the content is published by a Manager or
Reviewer, answers to prompts are combined with the prompts to automatically generate web-
based Articles. Images, Files, and Links can easily be uploaded and either added to other
content (Articles), or be published by themselves to the web. Other unstructured Resources,
including Notes and Spotlights, do not require a template to author.

Organizing Content: Categories
Categories are the way in which the content is organized on the website. Content is categorized,
or labeled, according to several concepts simultaneously. Categories are useful because most
websites rely on subject hierarchies to arrange documents for browsing. However if a document
is "about" more than one thing, the document is either duplicated or listed only under one
subject. This later option removes possibilities for meeting the publics’ information access needs.

The categories are determined by whoever owns the site (typically the Manager) by:




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                                                                            zBento System Specification


        Understanding the context for the website, the information being presented, and the
         people creating and consuming the information.
        Identifying the major concepts and types of concepts (categories) covered by the context
         and the information.
        Fill in each category with the major concepts for that category. Once the categories are
         determined and there are concepts listed under each category, any content can be
         categorized by those concepts.


2.1.4.      Feature List
zBento is designed to allow members of the UW community – including instructors, students,
researchers, or administrative staff – to easily create, manage, and maintain a database-driven
web site. The system features that allow this are as follows:

        Template Builder: Managers of a zBento web site may design Templates, which
         guide the creation of Articles and other Resources.

        Web-based Articles: Members may publish selected Articles and other Resources
         to the web for defined audiences or the public. The Resources are published to the web
         and may include text, sound, images, and video.

        Workflow: zBento will provide methods of Review, Commenting, Editing, and
         Publishing of Articles and other Resources for controlled access, evaluation,
         feedback and improvement.

        Flexible Roles and Permissions: The Managers of a zBento web site may control who
         can do what in the system at different points in the process by setting roles and
         permissions.

        Categories for Organization: Users and Managers may define Categories for
         organizing articles in the database, providing metadata access for search and retrieval of
         documents on the Public and Internal web sites.

        Import/Export of Content and Categories: zBento will provide mechanisms for the
         import and export of content created and the Categories defined for organizing that
         content.

        Groups: Future versions of zBento will allow article authors to form groups and create
         content collaboratively. (Not supported in 1.0 version of zBento)




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zBento System Specification



2.2. System Attributes
2.2.1.      Accessibility
zBento should be made accessible in compliance with Section 508 (http://www.section508.gov).
It can be tested for valid and accessible HTML using services like Bobby
(http://bobby.watchfire.com/bobby/html/en/index.jsp) or W3C's MarkUp Validation Service
(http://validator.w3.org/). Below are listed some example W3C accessibility guidelines (from
http://www.w3.org/WAI/quicktips/):

        Color: Ensure that text and graphics are understandable when viewed without color.
        Images & animations: Use the alt attribute to describe the function of each visual.
        Multimedia: Provide captioning and transcripts of audio, and descriptions of video.
        Hypertext links: Use text that makes sense when read out of context. For example, avoid
         "click here."
        Page organization: Use headings, lists, and consistent structure. Use CSS for layout and
         style where possible.
        Frames: Use the noframes element and meaningful titles.
        Tables: Make line-by-line reading sensible. Summarize.

2.2.2.      Usability
Focus groups and usability studies have already been conducted previous to the preparation of
this specification and the above-mentioned built prototype. We attempted to recruit instructors
and program heads for the usability studies we conducted because they most closely matched our
persona (and conversely, the persona was developed with that user group in mind). Post-
production follow-up usability studies should be conducted throughout and integrated into any
development process.

zBento shall maintain usability by allowing users to smoothly and easily navigate through the
system. The system must meet the users' demands, and its success is measured with a subjective
estimation done after a usability test. After usability tests, users estimate the ease with which
they completed each of the above described tasks. The scale of estimation should have seven
levels (along a Likert scale) containing the following two alternatives on each end of the scale:
Easy to Complete (Level 1), or Difficult to Complete (Level 7). The usability of the system
should be such that users estimate the level of difficulty at Level 3 or less for the following tasks
which have been identified as being the most often performed or the most critical:
   creating an Article using an existing Template
   finding an Article which needs Review, and easily Commenting on the existing
     Article, and easily Publishing another Member's work
   finding an archived Article
   creating a Template
   understanding and setting up Categories

2.2.3.      Reliability
zBento shall maintain data reliability and validity by:
    Refreshing content views after edits have been saved.


12
                                                                           zBento System Specification


        Locking/unlocking Group documents (not supported in 1.0 version of zBento),
         Templates, and the Facet System to prevent more than one user from editing content
         at the same time.

2.2.4.      Availability
zBento shall be available to users as long as the server on which it is hosted and its database is
operational. In case of server or application crash, any data not posted from the user’s browser to
the application will be lost.

2.2.5.      Security
        Access to the Internal Site is restricted to authenticated Members.
        Access to a Member’s personal properties, such as email or name, shall be restricted to
         the Member and the Manager.
        Members may logout to prevent others from using the same client and browser to view
         their private content and personal properties.
        All passwords shall be shown using the * character in place of the text entered.
        Each Member may only modify their own content and the content of groups in which
         they belong.

2.2.6.      Maintainability
zBento will not provide automatic data backup features. XML site backups can be made by the
Manager using the XML export feature.




                                                                                                   13
zBento System Specification




3. User Analysis
3.1. Audience
As stated above, zBento can be used by instructors, researchers, programs, or departments. Some
examples of institutions whose instructors, researchers, or individuals would use a system like
zBento include: The College of Architecture, and The Honors Program Study Abroad, The
Center for Engineering Learning and Teaching, The Alumni Office, Computing and
Communications Help Desk, Catalyst, or The Washington State Bar Association’s Council on
Public on Legal Education.

The primary audience for zBento is instructors. In our research and work on the UW campus we
encountered instructors who sought innovative ways to engage their students in their subject
matter or who wanted to build an information base representing the work that they or their
students were producing. While zBento can serve both of these functions, we have designed
zBento to meet instructor goals for engaging students in innovative ways.

Because instructors at the UW exist in multiple domains, we designed a flexible tool that can be
customized for multiple purposes and domains. This flexibility is made possible through the use
of templates and categories, which provide methods for customization of content and dynamic
restructuring of that content's organization. zBento’s flexibility, when combined with an
instructor’s expertise, allows for the creation of a teaching and learning environment that targets
many concepts and skills.

3.2. Persona
We designed a persona for use in the design and development process based on the goals,
motivations and characteristics of the instructors and program heads we have surveyed and
interviewed. Within the possible audiences for zBento, these individuals are likely to be the
primary users for the zBento system and present significant usability concerns for several
reasons:
     Their tasks fall within two or more of the roles (authors, manager, category builder, etc.).
     These users have severe time constraints.
     They are less sophisticated web application users than students.
In addition, the persona is based on users that are not working in a "high-technology" field.

The persona is a precise description of a stereotypical, fictitious, target user of zBento. It is based
on actual users and an understanding of their goals. The persona is useful for the design and
development process if he/she is kept in mind when making design decisions that will affect the
usability of the system.




14
                                                                       zBento System Specification


                                       "Terry"

                                       Profile:
                                           Program Head/Instructor for Center for Justice
                                               Studies in Developing Nations
                                           Teaches two of these classes each quarter: "POL
                                               S 201 Introduction to Political Theory," "POL S
                                               203 Intro International Relations," "POL S 351
                                               Developing Nations" and "POL S 550: Economic
                                               Justice: Developing nations and debt"

                                       Goals:
                                           Wants students to have opportunities for
                                              "authentic learning" by publishing work to a
                                              public website used by professionals.
                                           Wants students to have opportunities for
                                              knowledge-building by having students
                                              understand a discipline by organizing, labeling
                                              (categorizing), reviewing, and retrieving work
                                              about that discipline.
   Figure 2: User Persona - "Terry"
                                           Wants students to be immersed in an interactive
                                              learning community.
                                           Wants to give students the opportunity to write
                                              and publish meaningful work, wants to find a
                                              forum for their "great work."
                                           She wants the Center to have more outreach
                                              opportunities and hopes the web can help.

PC usage:
    word processing (2 hr/day)
    web surfing (2 hr/day)
    email (pine or webmail) (3 hr/day)
    at home: email, surfing the web (1 hr./day)
    some experience with databases (aware of Access – knows it has something to do with
      databases, but doesn’t know specifically what it is)

Key concerns:
    make sure the site is being used, "make sure things are running ok"
    wants the site to look good
    wants to be able to make changes without "messing up the system, or having to spend
       "hours" navigating it.

Attitude toward technology:
     not especially resistant to technology




                                                                                                15
zBento System Specification


        excited about possibility of "archiving" student work and having public web presence for
         Center

Barriers to adopting technology:
    main concern is it will take too much time

Persona Needs
Using this persona, we identified general needs and tasks of a zBento user through interviews
conducted during the user research stage, and through conversations with developers and
designers. We articulated features for zBento with these needs and tasks in mind as we
conducted classroom research with custom prototypes, and usability studies with the zBento
prototype. Below are listed the general needs for our persona, along side the features that grew
out of that need or task.

Simplicity and clarity in the interface
    Pared down functionality. For zBento, we specified greatly simplified or omitted
       functionality for a CMS. For a novice user like Terry, our persona, we reduced the
       number of settings necessary for zBento to function (only administrator’s email and site
       name are necessary). We specified a fixed workflow and fixed number of roles, instead of
       allowing these to be customized. We also omitted typical CMS functionality like web
       usage or search engine statistics, which only sophisticated users would use. The
       flexibility of zBento then, is in the structure given to the content by means of the
       templates and categories, not in the administration of the system.
    Upload classlist. In addition to common features like adding and individual user and
       editing his/her information, instructors need a way to easily add entire class of students to
       the system instead of adding students to the system one at a time. We specify a way for
       instructors to upload the formatted classlist that is provided to them at the start of each
       academic quarter. In one step, instructors can add each student as a user, and send each of
       them, via email, a username and password for the system.
    Robust search functionality. In our interviewing we found that users are often "losing"
       files deep within hierarchies of folders, or that they are difficult to find. We specify a
       model for content categorization which provides robust content searching and retrieval
       abilities.
    "At-a-glance" submitted documents. We specify an easy-to-access (one-click) location
       where an instructor can see all items which have been submitted for publishing and are
       awaiting review.

Familiarity
    Template Builder functionality. We specified a usage model for the template builder
       similar to programs familiar to our target users and our persona, Microsoft PowerPoint
       and Word. The template builder functions much like outlines in Microsoft PowerPoint
       and Word, where a user can promote and demote items and easily add and delete new
       items. Additionally, we specify a way for instructors to work offline by creating a
       template from a text file by downloading and uploading a formatted text file, which can
       be manipulated in Microsoft Word.



16
                                                                           zBento System Specification


Control
    Workflow. Alongside the desire to have students publish work on the web, instructors
       needed control over what and when things are published to the web. Providing a
       workflow within zBento allows instructors to have that control.
    Permissions. The ability to assign different roles with different permissions to any user
       (including students or guest reviewers) allow the instructor to give the control back to the
       students or to delegate responsibility to other individuals.


3.3. User Tasks and Scenarios

The tasks below are organized according to whether they are necessary functionality for the user,
will occur on a daily basis, or will occur on rare – edge-case – occasions. The grouping of tasks
was used to establish priorities for where/how features should function or live when designing
the interface.

Instructor Tasks                                     System Functions
Necessary Tasks
Manage class list                                    User Administration (see Section 5.1)
Design assignments                                   Templates (see Section 5.1)
Organize information in domain                       Categorization (see Section 5.2)
Daily Tasks
Review/Approve student work                        Publishing workflow (see Section 5.4)
Provide Feedback, Maintain dialogue           with State change comments,
students                                           Comment threads (see Section 5.1, Figure
                                                   35)
Manage files                                       Move, Copy, Delete content (see Section
                                                   5.5)
Edge-Case Tasks
Publish student work                                 Public Site (see Section 6.2.2)
                                                     Edit Color, Fonts, Logo (see Section 5.7)


A Scenario
Scenarios are typically narratives or diagrams which depict a typical use of a software system.
The scenario is used in conjunction with the persona for walking/thinking through the use of a
software system. This practice can help the design/development team evaluate its assumptions,
explore the interface design of the system, and validate requirements early in the design process.

The Players:
In the typical use of the system (see section 3.1, Audience), the players involved will include
instructors and students.

The Roles:
In this example, instructors assume the role of Managers and Members and students assume
Member roles.


                                                                                                   17
zBento System Specification




The Activities:
The diagram below shows the scenario in graphical form.
                                              Classroom Workflow
                     This is roughly
                    analogous to the                        Instructor                  Student                     Class
                  Templating process.                        Instructor                  Student                     Class
                  The structure of and
                 concepts addressed in
                  an assignment mirror
                   the sequence and                            Design                 Categorization may
                 content of prompts in a                     assignments             actually occur at any
                       Template.                                                    point in the work flow.
                                                                                    How the assignments
                                                                                    fit into the structure of
                                                                                   the knowledge domain
                                            Preparation                             is a decision made by
                                                                                     both the Instructor as
                                                             Categorize
                                                                                        Manager and the
                                                                                       Student as Author.


                                                                                                                                     Group work is not
                                                                                                                                    supported in the 1.0
                                                                                                                                     version of zBento.
                                                                                          Discuss
                                                               Assign                                             Form groups
                                                                                        assignment
                                                                                                                                    Collaboration occurs
                                                                                                                                   by sharing documents
                                                                                                                                     and participating in
                                                                                                                                      discussions (via
                                                                                                                                    Comments) with the
                                            Research




                                                                                                                                    Class (Community).
                                                                                     Conduct research              Collaborate




                                                                                            Write
                                            Composition




                                                                                                                Comment on other
                                                           Provide feedback             Share work
                                                                                                                 students’ work




                                                                                           Submit
                                            Review




                                                              Approve?        No           Revise
                   Standard classroom
                  settings do not often
                 provide an opportunity
                  for Students to share                          Yes
                    their work with the
                   public. zBento shall
                        provide this
                                                               Publish
                     functionality if the
                   Instructor and Class
                      should desire it.




                                                          Figure 3: Classroom Workflow Diagram




18
                                                                        zBento System Specification




4. System Features
4.1. Templating
4.1.1.      Purpose
The System shall support the Authoring process through the use of Templates. Templating
provides a means for production of structured Resources (Articles) through pre-defined,
pre-categorized prototype Articles known as Templates. The Template contains Prompts
that guide an Author in composing the Article.

4.1.2.      Associated functions
        Template Creation: See Use Case Diagram I8.2.1
        Template Creation from Text File: See Use Case Diagram I8.2.2
        Template Editing: See Sequence Diagram I8.3
        Edit Prompt: See Sequence Diagram I8.3.7
        Copy Template: See Use Case Diagram I8.2.3
        Template Export to Text File: See Sequence Diagram I8.5

4.2. Categorization
4.2.1.      Purpose
Resources may be organized, browsed, and searched through the metadata assigned to them.
The subject matter, or "aboutness", of a Resource is perhaps the most important type of
metadata but can be difficult to isolate to a single value. Thus, the System shall support
Categorization of Resources into the several different Isolates (Categories) in and
Facets (orthogonal groups of Categories) of the Faceted Classification System.
This will allow Resource storage, arrangement, and retrieval along multiple perspectives and is
an essential component of a multi-dimensional document management system.

4.2.2.      Associated functions
        Create Facet/Isolate: See Sequence Diagram I9.4.2
        Edit Facet/Isolate: See Use Case Diagram I9.4.3
        Delete Facet/Isolate: See Sequence Diagram I9.4.4
        Move Facet/Isolate: See Sequence Diagrams I9.4.1, I9.4.5, I9.4.6
        Categorize Resource(s): See Sequence Diagrams I6.10, I9.1.1
        Import Categories: See Sequence Diagram I9.4.8
        Export Categories: See Sequence Diagram I9.4.7




                                                                                                19
zBento System Specification



4.3. Authoring
4.3.1.      Purpose
An information resource such as this System must have a means for adding new content. Most
content Authors of this System are not expected to have HTML skills in order to generate
online documents. As such, the System shall provide tools for easy creation and editing of these
content objects, or Resources. The Resources may be simple text-bearing objects (such as
Links, Notes, Spotlights), binary data Files, Images, or complex structured Articles.
In any of these cases, the System shall support upload, download, annotation, and editing of any
of these Resource types.

4.3.2.      Associated functions
        Resource Creation: See Use Case Diagram I6.1
        Resource Editing: See Sequence Diagrams I6.2, I6.1.13

4.4. Publishing
4.4.1.      Purpose
A published body of Resources can be expected to have at least two different audiences: the
Community (people within the organization publishing the Resources), and the Public
(everyone else). Those responsible for managing the content and people in the System would
thus need some mechanism for controlling what subset of the Resources can be seen by the
Public. This control is granted through a publishing process, which involves a predefined
workflow to ensure that proper authorization is given before a Resource is released to the
outside world. Thus, the System shall support submission, review, and publishing of
Resources once they are Authored.

4.4.2.      Associated functions
        Share with Community: See Sequence Diagram I6.9.2
        Review: See Sequence Diagrams I7.1.4, I7.1.6
        Publish to Public Web Site: See Sequence Diagrams I7.1.2, I7.1.3
        Retract/Unpublish: See Sequence Diagrams I6.9.1, I6.9.4
        Archive: See Sequence Diagram I7.1.1

4.5. Content Management
4.5.1.      Purpose
Managing a large web site can be a full time job. A content management system such as zBento
aims to reduce much of the tedium in creating, moving, deleting, and organizing the
Resources. To fulfill this aim, System shall support management of Resources, including
the creation and deletion of Resources, viewing listings of Resources sorted in various ways,
and moving Resources via copying/pasting. Another complicating aspect to a large information
system is the large number of people and different roles played by those people in the system. To
accommodate such a challenge, User management tools shall be provided.


20
                                                                         zBento System Specification


4.5.2.      Associated functions
        Add Resource: See Sequence Diagram I6.1, I6.1.1
        Unpublish Resource: See Sequence Diagram I6.9
        View list of Resources: See Sequence Diagram I6
        Categorize Multiple Resources: See Sequence Diagram I91.1
        User Adiministration: See Sequence Diagrams I9.2.3.2, I9.2.4, I9.2.2.1, I9.2.2.2

4.6. Navigation & Searching
4.6.1.      Purpose
Different people look for information in different ways. An ideal content management system
will provide the user with multiple means of querying and retrieving documents from the
database. In order to provide access to the content in the Resource Storage, the System must
support finding of Resources through various search strategies.

4.6.2.      Associated functions
        Browse by Facet: See Sequence Diagram P1.4
        Browse related Resources: See Sequence Diagram P2.1.2
        Browse "Also Categorized In" Facets: See Sequence Diagram P2.1.3
        Basic Keyword Search: See Sequence Diagram P1.3
        Facet Search: See Sequence Diagram 1.2.1
        Advanced Keyword Search: See Sequence Diagram P1.2.2

4.7. Site Customization
4.7.1.      Purpose
Every web site has its own brand identity, look and feel, and unique purpose. The individuals
who are in charge of the System may not have the technical skills required to significantly
change such features of the Public Site. Thus, System shall support customization of the
Public Site through easy-to-use web forms that require little knowledge of HTML or any
programming language.

4.7.2.      Associated functions
        Customize Site Properties: See Sequence Diagram I9.3.3
        Customize Fonts & Colors: See Sequence Diagram I9.3.2.1, I9.3.2.2
        Customize Home Page Content: See Sequence Diagram I9.3.1

4.8. Future Recommendations
Future releases of zBento will:
    Add groupware to allow Members to collaboratively Author content in a common
       workspace. See Future Recommendations in the Appendix (4.2.1.1) for more
       information.
           o Any Member may create a Group. Members administer the Groups they create.
               The Group administrator may invite members to join the Group, remove


                                                                                                 21
zBento System Specification


                Members from the Group, send email to Group Members, and transfer Group
                administration to another Group Member.
            o A Member can request ownership in a Group.
            o Each Group Member owns the Group’s content.
            o The Manager can delete Groups.
        Support locking/unlocking Group documents, Templates, and the Facet System to
         prevent more than one Member from editing content at the same time
        Allow each Member to export their content to XML.
        Allow the Manager to customize the layout of their Public Site.
        Add cut/paste functionality to the Facet System edit pages. Cutting and pasting a
         Category would move it and its subcategories (Isolates) to another position in the
         Facet System.
        Add promote/demote functionality to the Facet System edit pages. Promoting a
         Category would increase its level in the hierarchy of the Facet System. Demoting a
         Category would have the opposite effect.




22
                                                                                                             zBento System Specification




5. Use Modeling
5.1. Workflow Diagram
Below is a flowchart that depicts the roles and processes involved in a typical scenario in which
students publish their class work to a public information repository. This is intentionally similar
to the Classroom Workflow (Fig. 3) described in the Scenario (3.3) and provides a road map of
the zBento publishing system. In this case, the Instructor acts as a Manager, Template
Builder, and Category Builder and the Members in the Community as editorial staff.

              zBento Workflow

                    Manager
                    Manager             Template Builder
                                         Template Builder         Category Builder
                                                                   Category Builder       Member
                                                                                          Member             Community
                                                                                                              Community



                    Manage Users          Design Templates          Create Categories




                      Customize            Make Template                Manage
                      Public Site            Available                 Categories




                    Assign Article                                                         Add Article




                                                                                          Author Article




                                                                                        Categorize Article




                                                                                        Share Article with
                                                                                                              Comment
                                                                                          Commmunity




                                                                                        Submit Article for
                                                                                          Publishing




                      Approve?                               No                           Revise Article




                         Yes



                   Publish Article to
                     Public Site




                                          Figure 4: zBento Workflow Diagram



                                                                                                                                     23
zBento System Specification



5.2. Use Case Diagrams
5.2.1.      Internal Site
                              I - Internal Site


                                                           Log In
                                                             I1



                                                           Log Out
                                                             I2




                                                       View Public Site
                                                             I3




                                                          Get Help
                                       Manager               I4



                                                        Visit PETTT's
                                                         zBento Site
                                                               I5




                                    Template Builder   User's Content
                                                             I6



                                                         Community
                                                          Content
                                                            I7


                                    Category Builder      Template
                                                           Builder
                                                             I8



                                                           Site
                                                       Adminstration
                                                            I9
                                        Member




24
                                                                              zBento System Specification


              Figure 5: Use Case Diagram I. Internal Site

I6 User's Content                                             Add Content
                                                                  I6.1



                                                              Edit Content
                                                                   I6.2



                                                             Delete Content
                                                                  I6.3


                                                              Copy/Paste
                                                               Content
                                                                 I6.4


                                                             Import Content
                                                                  I6.5



                                                             Export Content
                                                                  I6.6



                                                             View Content
                                     Owner                       I6.7


                                                              Find Content
                                                                  I6.8

                                                                Change
                                                               Publishing
                                                                 Status
                                                                  I6.9

                                                               Categorize
                                                                  I6.10


                                                               Comment
                                                                 I6.11


                                                              View History
                                                                  I6.12



             Figure 6: Use Case Diagram I6. User's Content




                                                                                                      25
zBento System Specification



                              I6.1 - Add Content



                                                                                             Article
                                                                                             I6.1.1




                                                                                            Image/File
                                                                                              I6.1.2




                                                                                               Note
                                                                                              I6.1.3




                                                                                            Spotlight
                                                                                             I6.1.4
                                                                 Own/er/
                                                              Group member

                                                                                               Link
                                                                                              I6.1.5



                                             Figure 7: Use Case Diagram I6.1. Add Content




26
                                                                                     zBento System Specification



I6.1.1 - Article (Add Content)




                                                                        Choose
                                                                       Template
                                                                        I6.1.1.1


                                                                       Add Title
                                                                        I6.1.1.2



                                                                      Edit Article
                                                                        I6.1.1.3
                                    Owner/
                                 Group Member
                                                                      Categorize
                                                                      (see I6.10)



           Figure 8: Use Case Diagram I6.1.1. Article (Add Content)




                                                                                                             27
zBento System Specification



                              I6.1.1.3 - Edit Article




                                                                                                   Add File
                                                                                                   I6.1.1.1.1



                                                                                                 Remove File
                                                                                                  I6.1.1.1.2



                                                                                                  Add Image
                                                                                                   I6.1.1.1.3



                                                                                                 Remove Image
                                                                                                   I6.1.1.1.4



                                                                  Owner/                           Add Link
                                                               Group Member                        I6.1.1.1.5



                                                                                                 Remove Link
                                                                                                   I6.1.1.1.6



                                                                                                   Edit Text
                                                                                                   I6.1.1.1.7



                                                                                                    Preview
                                                                                                   I6.1.1.1.8


                                                                                                 View Example
                                                                                                       Text
                                                                                                    I6.1.1.1.9


                                             Figure 9: Use Case Diagram I6.1.1.3. Edit Article




28
                                                                                  zBento System Specification



I6.7 - View Content




                                                                 List Content
                                                                     I6.7.1




                                Owner/                          Preview Content
                             Group member                            I6.7.2



               Figure 10: Use Case Diagram I6.7. View Content




                                                                                                          29
zBento System Specification



                              I6.8 - Find Content




                                                                                              Filter
                                                                                              I6.8.1




                                                                                               Sort
                                                                                              I6.8.2


                                                              Owner
                                                                                              Search
                                                                                               I6.8.3



                                             Figure 11: Use Case Diagram I6.8. Find Content




30
                                                                               zBento System Specification



I6.8.3 - Search




                                                               Basic Search
                                                                (see P1.1)



                                                               Adv. Keyword
                                                                  Search
                                                                (see P1.2.2)
                                   Owner

                                                               Facet Search
                                                                (see P1.2.1)




                  Figure 12: Use Case Diagram I6.8.3. Search




                                                                                                       31
zBento System Specification



                              I6.9 Changing Publishing Status




                                                                                            Retract
                                                                                             I6.9.1


                                                                                          Share with
                                                                                          Community
                                                                                            I6.9.2

                                                                                           Submit for
                                                                                           Publishing
                                                                                             I6.9.3
                                                       Owner/
                                                    Group Member
                                                                                          Make Private
                                                                                             I6.9.4



                                  Figure 13: Use Case Diagram I6.9. Changing Publishing Status




32
                                                                         zBento System Specification



I7 - Community Content



                                                  Edit Content
                                                   (See I6.2)



                                                 Delete Content
                                                   (See I6.3)



                                                 Copy Content
                                                   (See I6.4)
               Owner/
            Group Member
                                                Export Content
                                                  (See I6.6)        Reviewer



                                                 View Content
                                                   (See I6.7)



                                                 Find Content
                                                   (See I6.8)


                                                   Change
                                                  Publishing
              Manager                               Status
                                                     I7.1


                                                  Categorize
                                                  (See I6.10)       Member



                                                    Comment
                                                   (See I6.11)



                                                  View History
                                                   (See I6.12)



                Figure 14: Use Case Diagram I7. Community Content




                                                                                                 33
zBento System Specification




                              I8 - Template Builder



                                                                                             View Template
                                                                                                (see I6.7)


                                                                                                Add New
                                                                                                Template
                                                                                                  I8.2


                                                                                              Edit Template
                                                                                                   I8.3


                                                                                             Delete Template
                                                                                                (see I6.3)


                                                                                             Export Template
                                                                                                   I8.5


                                                                Template Builder/            Find Template
                                                                   Manager                      (see I6.8)

                                                                                                Change
                                                                                               Availability
                                                                                                 Status
                                                                                                  I8.7

                                                                                               Categorize
                                                                                               (see I6.10)



                                                                                               Comment
                                                                                               (see I6.11)



                                                                                              View History
                                                                                               (see I6.12)



                                          Figure 15: Use Case Diagram I8. Template Builder




34
                                                                                   zBento System Specification



I8.2 - Add New Template




                                                                 Create Template
                                                                      I8.2.1



                                                                 Create Template
                                                                  from text file
                                                                      I8.2.2



                                                                  Copy Existing
                                                                    Template
                                                                      I8.2.3
                            Template Builder/
                               Manager


            Figure 16: Use Case Diagram I8.2. Add New Template




                                                                                                           35
zBento System Specification



                              I8.2.1 - Create Template




                                                                                                   Add Title
                                                                                                    I8.2.1.1




                                                              Template Builder/                  Edit Template
                                                                 Manager                              I8.3



                                           Figure 17: Use Case Diagram I8.2.1. Create Template




36
                                                                                          zBento System Specification



I8.2.2 - Create Temp Text file




                                                                       Upload Text File
                                                                           I8.2.2.1




                                 Template Builder/                      Edit Template
                                    Manager                                  I8.3



           Figure 18: Use Case Diagram I8.2.2. Create Temp Text File




                                                                                                                  37
zBento System Specification



                              I8.2.3 - Copy existing template




                                                                                                        Choose
                                                                                                       template
                                                                                                        I8.2.3.1




                                                               Template Builder/                     Edit Template
                                                                  Manager                                 I8.3



                                        Figure 19: Use Case Diagram I8.2.3. Copy Existing Template




38
                                                                               zBento System Specification



I8.3 - Edit Template



                                                                Add Title
                                                                 I8.3.1




                                                                 Edit Title
                                                                  I8.3.2




                                                                 Edit Page
                                                                   I8.3.3




                                                                 Add Page
                                                                   I8.3.4
                                Template Builder/
                                   Manager

                                                                Edit Section
                                                                   I8.3.5




                                                                Add Section
                                                                   I8.3.6




                                                                Edit Prompt
                                                                   I8.3.7




                                                                Add Prompt
                                                                  I8.3.8



              Figure 20: Use Case Diagram I8.3. Edit Template




                                                                                                       39
zBento System Specification



                              I8.3.3 - Edit Page




                                                                                               Edit Properties
                                                                                                   I8.3.3.1




                                                                                                  Move Up
                                                                                                  I8.3.3.2



                                                                                                Move Down
                                                                                                 I8.3.3.3

                                                            Template Builder/
                                                               Manager

                                                                                                  Demote
                                                                                                  I8.3.3.4



                                                                                                   Delete
                                                                                                  I8.3.3.5



                                               Figure 21: Use Case Diagram I8.3.3. Edit Page




40
                                                                                     zBento System Specification



I8.3.5 - Edit Section




                                                                   Edit Properties
                                                                       I8.3.3.1




                                                                      Move Up
                                                                      I8.3.3.2




                                                                    Move Down
                                                                     I8.3.3.3

                              Template Builder/
                                 Manager
                                                                      Promote
                                                                       I8.3.5.1




                                                                      Demote
                                                                      I8.3.3.4



                                                                       Delete
                                                                      I8.3.3.5



                Figure 22: Use Case Diagram I8.3.5. Edit Section




                                                                                                             41
zBento System Specification



                              I8.3.7 - Edit Prompt




                                                                                                Edit Properties
                                                                                                    I8.3.3.1




                                                                                                   Move Up
                                                                                                   I8.3.3.2




                                                                                                 Move Down
                                                                                                  I8.3.3.3

                                                              Template Builder/
                                                                 Manager
                                                                                                   Promote
                                                                                                    I8.3.5.1




                                                                                                    Delete
                                                                                                   I8.3.3.5



                                              Figure 23: Use Case Diagram I8.3.7. Edit Prompt




42
                                                                                   zBento System Specification


5.2.2.   Public Site
                       P. Public Site


                                                                   Find Content
                                                                        P1



                                                                   Read Content
                                                                        P2




                                                                  Re-use Content
                                                                        P3



                               Viewer                              Comment on
                                                                     Content
                                                                       P4



                                                                    Get Help /
                                                                     Contact
                             All Members
                                                                       P5



                                                                      Log In
                                                                       P6



                            Figure 24: Use Case Diagram P. Public Site




                                                                                                           43
zBento System Specification



                              P1. Find Content


                                                                     Ask Question
                                                                         P1.1




                                                                       Advanced
                                                                        Search
                                                                         P1.2



                                                                    Keyword Search
                                                                        P1.3




                                                                         Facet
                                                                       Navigation
                                                                         P1.4
                                 Viewer/Member


                                                                       Quicklinks
                                                                         P1.5




                                                                       Site Map
                                                                         P1.6



                                Figure 25: Use Case Diagram P1. Find Content




44
                                                                                zBento System Specification



P1.2. Advanced Search




                                                               Facet Search
                                                                  P1.2.1




                                                                 Advanced
                                                               Keyword Search
                                                                   P1.2.2
                              Viewer/Member


           Figure 26: Use Case Diagram P1.2. Advanced Search




                                                                                                        45
zBento System Specification



                              P2. Read Content




                                                                       Page Navigation
                                                                            P2.1




                                              Viewer/Member                View
                                                                        Supplemental
                                                                         Resources
                                                                            P2.2


                                 Figure 27: Use Case Diagram P2. Read Content




46
                                                            zBento System Specification



P2.1. Page Navigation




                                            Read Article
                                              P2.1.1




                                              Related
                                             Resources
                                               P2.1.2


                  Viewer/Member

                                                Also
                                           Categorized As
                                               P2.1.3


  Figure 28: Use Case Diagram P2.1. Page Navigation




                                                                                    47
zBento System Specification



                              P2.2. Supplemental Resource




                                                                           View Image




                                                                            View Link




                                                 Viewer/Member
                                                                             View File



                              Figure 29: Use Case Diagram P2.2. Supplemental Resource

                              P3. Re-use content




                                                                           Print Content
                                                                                P3.1




                                                                          Export Content
                                                 Viewer/Member                P3.2



                                  Figure 30: Use Case Diagram P3. Re-use Content
48
                                                         zBento System Specification



P4. Comment on content




                                            Browse
                                           Comments
                                             P4.1



                                          Post Comment
                  Viewer/Member                P4.2



 Figure 31: Use Case Diagram P4. Comment on Content




                                                                                 49
zBento System Specification



6. Interface
6.1. Screen Flow Diagrams
                                          doc_add_form
                                      image_add_form
                                     file_add_form                Pagestack:
                                                                  A group of functionally identical pages
                                  link_add_form
                                                                  whose navigational properties are
                                                                  immaterial to the macrostructure of the site.
                                New Spotlight

                              spotlight_add_form




                               Copy an Existing
                                  Template                        iframe:
                                                                  An iframe is loaded or reloaded in an
                              Template Preview                    existing page. The existing page name is
                                                                  show in gray.




                                   Preview
                                                                  Pop-up Window:
                                                                  Either a browser or client pop-up window.
                               article_preview


                                                                  Conditional Connector:
                                                                  System may or may not provide path to
                                                                  user (based on preexsisting conditions).




                                                                  Area:
                                                                  Identifies a group of pages that share one or
                                                                  more common attributes.




                                                                  Flow Area:
                                                                  Encloses a reusable sequence of screens,
                                                                  and is represented by a flow reference
                                                                  "placeholder" in every context in which it is
                                                                  repeated.




                              continue to:                        Continuation Point:
                                                                  Bridges gaps between pages.




                                                                  Conditional Branch:
                                                                  Though several paths can exist, system
                                                                  decides path for user based on noted
                                                                  conditions (a single path is presented to
                                                                  user).

                                                                  Cluster:
                                                                  System allows more than one path for
                                                                  certain conditions.


                                    Based on Scott Larson's IA Visual Vocabulary Cheat Sheet (slarson@stickygoo.com)
                                          and the work by Jesse James Garrett <http://www.jjg.net/ia/visvocab/>


                                        Figure 32: Key for screenflow diagrams


50
                                                                                                                                                                                                     zBento System Specification




                                                                                                                                                                                                                              Username’s Content: Screen-Flow Diagram
                                                                                                                                                                             Log in
            Username Content Screens                                                                                                  Log in
                                                                                                                                                                            Welcome

                                                                                                                                                                            login_form
                 Username Content
                                                                          Username Content                                                      View Content
                   View Content
                                                                           Checkbox View                                                       Checkbox View
                       UC.view                                                                                                                  Detailed View
                                                                           folder_contents                                                                                                      Username Content
                                               VIew       Checkbox
                                                                                                                                                                                                     Home
                                              Content       View                                                                                           Keyword Search
                                                                                                                            Advanced Search
                                                                                                                                                          Search by Category                             UC.0
                                                                                                      Select All
                                                                                                       Copy
                                                                                                       Paste
                                                                                                                                           Advanced Search
                                                                                                       Delete
                                                                                                                                             uc_advsearch


                                              Detailed    Search                                                          Search (adv. text)             Search (category)
                 Username Content              View                       Username Content
                   Detailed View                                            Search Results

                     uc_summary                                                 uc_search                                          New Article                    Search Results

                                                                                                                            uc_search_text_results            uc_search_facet_results




       Filtering (e.g., display articles, notes, links,                                                                    add new
                                                                                                                                                                                                             Note
        images, spotlights, or uploaded files) and
                                                                                                                                                                Article                                     Image
     Sorting (e.g., sort by Content type, status, last
                                                                                                                                                                                                          Upload File
      modified date, or categorization status.) are
                                                                                                                                                                                                             Link
       functional on these screens, but reload the                                       add new
      screen when the content is filtered or sorted
                                                                                                                                             doc_add_form
                                                                                                                                        image_add_form
                                                                                                                                       file_add_form
                                                                                                                                    link_add_form                      OK
                Preview
                                                                      Preview
                                                                                               New Article                      New Spotlight
            article_preview
                                                                                                 uc_new                      spotlight_add_form

     Article Additions Pop-ups
                                                                                                   Next


               Add File                                                         Save           Write Article

            UC.5_file_add                              Add Image/File/URL                          UC.3
                Edit File                                                                                                                                                         link: item title
                                                       Edit Image/File/URL
               UC.5_file_edit
                                                                                                                            Next
                                                                   Next                            Next
               Add Image

             UC.5_image_
                 add
                Edit Image                                                                      Categorize                Save/Cancel

              UC.5_image_edit                                                                      UC.4

                                                                                                                                          Are you sure
                                                                                                                                          you want to
                Add URL                                                                                                                    delete this
                                                                                                               Done                          [item]?
                                                           Edit Article Title
              UC.5_url_add
                  Edit URL                                                             Categorize/Recategorize
                                                           article_edit_form
                UC.5_url_edit                                                                                                          Delete Cancel



         Remove Image/FIle/URL                                Item View/ Item Details Screens                                                       document_view                                               document_edit_form

                                                                                                                                                 image_view                                               image_edit_form
             Remove Image/                                         Edit
               File/URL                                                                                                                     file_view                                                 file_edit_form

                uc5_delete                                                                                                           link_view                                                  link_edit_form

                                                                    article_view                                            spotlight_view                                               spotlight_edit_form

              Comment on this [item]                                                                                                                            Edit
                                Cancel                                                      Preview        Preview                                             Save
                          (to item preview)
                                                                                                                                                              Cancel




                                         Delete this
                                          comment                                           Comments History
                                            (2a)                   Comments List                                                History
              Comment
                                     link: comment title       content_comments                                             content_history




                                                                                                                   (1a)




                                                                                                                                                              Retract
                                                                                                                                   Make Private
                                              Share with Community                      Submit for Publishing
NOTES
(1a) State change options
are a condition of item's
current state. See section
                                              Share with
2.1.7.1 for a state diagram.                                                                Submit for Publishing                              Make Private                                    Retract
                                              Community
                                                                                            content_publish_form                           content_hide_form                          content_retract_form
                                        content_show_form



                                                                    Figure 33: Screen-Flow Diagram - Username's Content




                                                                                                                                                                                                                                                                        51
zBento System Specification




                                                                                                                                                                                                                              Community Content: Screen-Flow Diagram
                                                                                                                          Filtering (e.g., display articles, notes, links,
         Community Content Screens                                                                                         images, spotlights, or uploaded files) and
                                                                                                                        Sorting (e.g., sort by Content type, status, last
                                                                                                                         modified date, or categorization status.) are
             Community Content                                                                                            functional on these screens, but reload the
                                                                   Community Content
                View Content                                                                                             screen when the content is filtered or sorted
                                                                     Checkbox View
                                                                                                                                                                                                      Community Content
                    cc.view                         Checkbox                                                                                         View Content                                          Home
                                          VIew                      cc_folder_contents
                                                      View                                                                                          Checkbox View
                                         Content      (3b)                                                                                           Detailed View                                         index.html
                                                                                                  Select All           Advanced Search
                                                                                                   Copy
                                                                                                   Paste
                                                                                                   Delete
                                                                                                                                         Advanced Search
                                                                                                                                                                                  Keyword Search
                                                                                                                                                                                 Search by Category
                                                                                                                                          cc_advsearch

                                         Detailed   Search
             Community Content            View                     Community Content
               Detailed View                                         Search Results                                      Search (adv. text)            Search (category)

                 cc_summary                                              cc_search
                                                                                                                                New Article                      Search Results

                                                                                                                      cc_advsearch_text_results           cc_advsearch_facet_results




                     Preview                                                                                                              OK
                                                                          Preview
                 article_preview



          Article Additions Pop-ups


                                                                                                                                                                                             link:item titlefrom list of
                    Add File                                                         Save             Write Article                                   link: item title                   items submitted for publishing
                                                                                                                                                                                                        (3a)
                 UC.5_file_add                             Add Image/File/URL                            UC.3
                     Edit File
                                                           Edit Image/File/URL
                   UC.5_file_edit

                                                                       Next                               Next
                    Add Image

                  UC.5_image_
                      add
                     Edit Image                                            Save/Cancel                Categorize

                   UC.5_image_edit                                                                       UC.4

                                                                                                                                    Are you sure
                                                                                                                                    you want to
                     Add URL
                                                                                                                      Done           delete this
                                                                Edit Article Title                                                     [item]?
                  UC.5_url_add                                                              Categorize/Recategorize
                      Edit URL
                                                                                                      (3c)
                                                                article_edit_form
                     UC.5_url_edit                                                                                                  Delete Cancel



              Remove Image/FIle/URL                                Item View/ Item Details Screens                                                       document_view                                         document_edit_form

                                                                                                                                                      image_view                                          image_edit_form
                  Remove Image/                                       Edit
                    File/URL                                          (3d)                                                                                                                            file_edit_form
                                                                                                                                                 file_view

                     uc5_delete                                                                                                           link_view                                             link_edit_form

                                                                        article_view                                               spotlight_view                                        spotlight_edit_form
                                                                                                                                                                         Edit
                   Comment on this [item]                                                                                                                                (3e)
                                     Cancel                                                      Preview         Preview                                             Save
                               (to item preview)
                                                                                                                                                                    Cancel




                                             Delete this
                                              comment                                            Comments History
                                                                      Comments List                                                   History
                                                (2a)
                   Comment
                                          link: comment title       content_comments                                              content_history




     NOTES                                                                                                             (3f)
     (3a) Only Managers and
     Reviewers have access to
     the list of items submitted
     for publishing.
     (3b) Only Managers have                                     Return to Owner
     access the Checbox View.
     (3c) Only Managers,
     Reviewers, and item
     owners can categorize/                                                                 Publish                              Don't Publish                              Unpublish                          Archive
     recategorize the item.
     (3d) Only Managers and
     article owners can edit the
     article.
     (3e) Only Managers and
     item owners can edit the               Return to Owner                                                                                                                 Unpublish
     item.                                                                                  Publish                              Dont' Publish                                                                   Archive
     (3f) State change options          content_return_owner_                                                                                                        content_unpublish
     are a condition of item's                                                   content_publish_form                         content_reject_form                                                      content_archive_form
                                                 form                                                                                                                      _form
     current state. See section
     2.1.7.1 for a state diagram.

                                                                        Figure 34: Screen-Flow Diagram - Community Content




52
                                                                                                                                                                                         zBento System Specification




                                                                                                                                                                                                                        Template Builder: Screen-Flow Diagram
                                                                                                                Sorting (e.g., sort by Title, Author, Status, Date last modified, or Categorization Status.)
                                                                                                                   is functional on these screens and reloads the screen when the content is sorted
      View Templates Screens
                                                                                                                       View Templates
           Template Builder                                                                                            Checkbox View
                                                                  Template Builder
            View Templates                                                                                              Detailed View
                                                                   Checkbox View
                    tb2
                                         VIew    Checkbox        tb_folder_contents
                                       Templates   View
                                                                                                                                         Template Builder
                                                                                               Select All                                    Home
                                                                                                Copy
                                                                                                Paste                                           tb0
                                                                                                Delete




                                       Detailed   Search
           Template Builder             View                      Template Builder
             Detailed View                                         Search Results

               tb_summary                                              tb_search
                                                                                                                                           New Template
                                                                                                                                                                              Copy an Existing Template
                                                                                                                                           (From Scratch)


                                                                                                                                                             Upload a Text File
                                                                                                             Keyword Search
                                                                                                            Search by Category

                                                                Advanced Search



                                                                                                                                   New Template              Upload a Text File      Copy an Existing
                                                                                                                                                                                        Template
                                                                Advanced Search                                                           tb1                    tb1_upload
                                                                                                                                                                                            tb3
                                                                 tb_advsearch
                                                                                                                                                                                  Preview [Template title]
                                                                                                                                  Next
                                                  Search (adv. text)         Search (category)
                                                                                                                                                                                     Copy an Existing
                                                                                                                                                                                        Template

                                                                                                                                                                                     Template Preview

                                                  New Article                   Search Results
                                                                                                                                                          Next
                                           tb_advsearch_text_resu           tb_advsearch_facet_res
          OK
                                                     lts                             ults
                                                                                                                                                                                                     Upload Format

                                                                                                                                                                                                  tb_upload_instructions



                                                                                                                           Build Template                                  Preview
                                                                        link: template title                                                          Preview
                                                                                                                                  tb4                                  article_preview
                                                                                                   Add new page
                link: template title                                                              Add new section
                                                                                                  Add new prompt
                                                                                                    Reorder up
                                                                                                   Reorder down
                                                                                                     Promote
                                                                                                      Demote
                                                                                                       Save
                                                                                                                                  Done
                                                                                                      Cancel




     Are you sure
     you want to
                                                                             Item View/ Item Details Screens
                                             Delete
      delete this
                                                                                                                           Edit
        [item]?                             Cancel




                                                                                      tb_view                                                                                              Categorize
                                                                                                                                                                      Categorize
                             Comment on this [item]                                                                                                                  Recategorize
                                                                                                                                                                                              UC.4
                                                                                                                                                                         Done
                                                Cancel                                                       Preview
                                          (to item preview)
                                                                                                                                                                                                                Save
                                                                                                                                                                                                               Cancel



                                                         Delete this
                                                          comment                                            Comments History                                             Download Template
                                                            (2a)                  Comments List                                                 History                      as text file
                              Comment
                                                      link: comment title      content_comments                                            content_history
                                                                                                                                                                                             Download as
                                                                                                                                                                                               text file

                                                                                                               (5a)




                                                                                          Make Available          Make Unavailable

NOTES
(5a) State change options
are a condition of                                                             Make Available                              Make Unavailable
template's current state.
See section 2.1.7.1 for a                                                   template_show_form                            template_hide_form
template state diagram.


                                                                    Figure 35: Screen-Flow Diagram - Template Builder




                                                                                                                                                                                                                                                                53
zBento System Specification




                                                                                                                                                                                                                         Site Adminstration: Screen-Flow Diagram
                                                          Site Adminstrator's Email
                                                                                                    Site Administration                                                       Add user (6a)
                                                                    (6a)
                     Administrator's Email                                                                 Home
                                                                                                                                                         Users (6a)
                            sa_a0                                                                          index.html
                                                                                                                           Upload Classlist (6a)

       Save/Cancel
                                      Title, Logo, and Description (6a)



        Public Site                                                                  Homepage
                                                                                                                                                Add Classlist                                 Add user
                                                                                       (6a)                             Upload Classlist                                 Users                              Add User
                                                                                                                                                    Save                                       Save
                                                                                                                             sa_u3                 Cancel           users/Index.html          Cancel          sa_u1

           Title and Description
                                                                                        Fonts and Colors
                                                      Home Page
                                                                                              (6a)
                  sa_p2
                                                                                                                                                                                                           What are
                                                         sa_p0
                                                                                                                                                                                    Save                  the roles?
                                                                                                                                                             link: username
                                                                                                                                                                                   Cancel
                                       Save
                                      Cancel
                                                                                                                                                                                                           Roles
                                                                                                                                                                                                         explanation
                                                                                                                                                                       Edit User
                                                     Fonts and Colors                                                               Delete user
                                                                                                                                                                                                         roles_explain
                                                                                                                           Delete user and user's content
                                                                                                                                                                        sa_u2
                                                           sa_p1

               Reset fonts to default
       Reset text/background colors to default                                                                               Are you sure
                     Save Fonts                                                                                              you want to
                                                                                                                              delete this                                           Save
                                                   [selected color swatch]                                                                               Change password
                                                                                                                                user?                                              Cancel




                                                                                                                                                                   Change Password
                                                       Change fonts
                                                        and colors                                                                                                 sa_u2_pwd_form




                                                                     Multiple Item Categorization                           Category Manager




                                            Multiple Item
                                            Categorizaton                                                                             Category Manager
                                                                                                                                                                          Add Category
                                          categories/multiple/        Advanced Search                                                      categories/                    Edit Category
                                              index.html                                                                                   index.html                    Delete

                            Select all
                           Deselect all                                                   Search                                                                                Category Manager


                                                                     Advanced Search                                                                                               edit category

                                                                       mc_advsearch                                                       Subcategories

                                                                                                                                                                      Save
                                                                                                                                                                   Reorder up
                                                                            Search                                                                                Reorder down
                                                       Next


                                                                      Search Results
                                                                                                                                          Category [title]
                                                                       select_results                                                                                    Add Subcategory
                                            Done                                                                                                                         Edit Subcategory
                                                                                                                                           sa_c0_facet
                                                                                           Select all                                                                    Delete
                                                                     Next                 Deselect all
                                                                                                                          View category
                                                                                                                                                                                  Category [title]


                                                     Recategorize Items                                                                                                          edit subcategory
                                                           sa_c2


                                                                                Save                                                                                  Save
                                                                               Cancel                                                                              Reorder up
                                                              Next
                                                                                                                                                                  Reorder down


                                                          Multi-Item
     NOTES                                              Categorization
     (6a) Only Managers can                               Summary
     add users, edit users, or
     change any of the public
     site's settings.

                                                                             Figure 36: Screen-Flow Diagram - Site Administration




54
                                                                                            zBento System Specification


Comments: Screen-Flow Diagram


     Comment                                                                               entry point:
                                                Comment on this [item]                     Item View/Item
                                                                                           Details Screens




                             Comment form                                                  exit point:
                                                                   Cancel
                                                                                           article_view
                                                             (to item preview)
                         discussion_reply_form



                                Submit
                                                                                           entry/exit point:
                                                               Delete this
                                                                                           content_comments
                                                                comment
                              Comment 1
             Cancel/OK                                       link: comment title
                          [itemname]/talkback
      Are you sure
      you want to
       delete this                      Cancel
       comment?          Reply to commentor




                                 Reply

                         discussion_reply_form



                                Submit



                                 Reply
                                                                                   NOTES
       Delete this        [itemname]/talkback                                      (2a) Only Managers can
        comment                                                                    delete comments.




                     Figure 37: Screen-Flow Diagram – Commenting




                                                                                                                    55
zBento System Specification




6.2. Wire Frame Diagrams
The following diagrams, known as wire frames, depict the overall layout of various types of
pages in zBento. These are intended to be used as a guide for user interface designers and system
developers when constructing the graphical interface for zBento or adding functions to a screen
in the future. Each diagram represents a class of screens, and each major area of functionality on
the screen is demarcated by a white box.

6.2.1.             Internal Site
                       Site Title                                                                 Utility Navigation

                                     Main Navigation Tabs

                                                                               Breadcrumbs Area

      Page Title                            Page Instructions

                      Search Box / Advanced Search Area

           Content View selection                      Content Type Filter




                                                                             Main Content Area




                                                                        Content Action Buttons




                                    Figure 38: Wire Frame Diagram - Internal Site - Content List




56
                                                                                                                      zBento System Specification


                 Site Title                                                                      Utility Navigation

                                    Main Navigation Tabs

                                                                   Breadcrumbs Area


            Add/View Category

                              Page Instructions




                                                                Category Building Area




Subcategories Options                  Subcategories Details




                              Figure 39: Wire Frame Diagram - Internal Site - Category Builder


                 Site Title                                                                      Utility Navigation

                                    Main Navigation Tabs

                                                                   Breadcrumbs Area



                              Page Instructions




                 Add Template Elements Buttons




                                                                 Template Building Area


Template Elements' Options             Template Elements




                                                               Template Builder Action Buttons




                              Figure 40: Wire Frame Diagram - Internal Site - Template Builder




                                                                                                                                              57
zBento System Specification


                       Site Title                                                                 Utility Navigation

                                       Main Navigation Tabs

                                                                              Breadcrumbs Area

      Page Title                                    Page Instructions

                                    Article Title                                                              Template Title




                         Author's Writing Area (Template)                                           Template Navigation




                                                                         Article Action Buttons




                                    Figure 41: Wire Frame Diagram - Internal Site - Article Creation


                       Site Title                                                                 Utility Navigation

                                       Main Navigation Tabs

                                                                              Breadcrumbs Area


             Document View selection
                     State and Categorization Status and Change Area




                                                    Main Content Area




                                     Document Action Buttons / Comment Link




                                Figure 42: Wire Frame Diagram - Internal Site - Document Review

58
                                                                                              zBento System Specification


6.2.2.               Public Site
                                                                         Utility navigation
                     Site Logo
                                                                         Quick links


                                   Search Box / Advanced Search Area

                                         Breadcrumbs




                                                                "Refine By" Menu

                                                            Search Results Navigation




     Main Navigation


                                                                Search Results




                                      Figure 43: Wire Frame Diagram - Public Site – Browsing

                     Site Logo




  Back to Main Site Link




   Page Navigation




                                                                Article Content




                                 Figure 44: Wire Frame Diagram - Public Site - Article Navigation

                                                                                                                      59
zBento System Specification



6.3. Screenshots
Below are a collection of screen captures of the zBento prototype. These are intended to provide
a guide for the graphic design and user experience of the 1.0 version of zBento. Future versions
of this document will include cross-references to items in the Screen Flow Diagrams (7.1).




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6.3.1.   Templating




                      Figure 45: Screenshot - Template Builder home


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                              Figure 46: Screenshot - Template Builder content list




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Figure 47: Screenshot - Creating Template from scratch




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                              Figure 48: Screenshot - Creating Template from scratch




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Figure 49: Screenshot - Copying existing Template




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                              Figure 50: Screenshot - Creating Template from text file




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Figure 51: Screenshot - Editing Template




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                              Figure 52: Screenshot - Editing Template




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Figure 53: Screenshot - Template Preview




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                              Figure 54: Screenshot - Categorizing Template




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Figure 55: Screenshot - Making Template available




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6.3.2.      Categorization




                              Figure 56: Screenshot - Site Administration home



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Figure 57: Screenshot - Main Category list




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                              Figure 58: Screenshot - Subcategory list




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Figure 59: Screenshot - Adding new main category




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                              Figure 60: Screenshot - Adding new Subcategory




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Figure 61: Screenshot - Editing Category




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                              Figure 62: Screenshot - Categorizing Resource




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Figure 63: Screenshot - Resource list for multiple categorization




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                              Figure 64: Screenshot - Searching for Resources to categorize




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Figure 65: Screenshot - Selecting multiple Resources to categorize




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                              Figure 66: Screenshot - Categorizing multiple Resources




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Figure 67: Screenshot - Summary of multiple categorization




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6.3.3.      Authoring




                              Figure 68: Screenshot - Adding Resource



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Figure 69: Screenshot - Editing Resource properties




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                              Figure 70: Screenshot - Categorizing Resource




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Figure 71: Screenshot - Resource preview




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                              Figure 72: Screenshot - Adding Article




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Figure 73: Screenshot - Selecting Template




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                              Figure 74: Screenshot - Editing Article title




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Figure 75: Screenshot - Editing Article




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                              Figure 76: Screenshot - Editing Image




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Figure 77: Screenshot - Categorizing Resource




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6.3.4.      Publishing




                              Figure 78: Screenshot - Resource preview



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Figure 79: Screenshot - Sharing Resource with Community




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                              Figure 80: Screenshot - Submitting Resource for Publishing




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Figure 81: Screenshot - Publishing Resource




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                              Figure 82: Screenshot - Rejecting Resource for Publishing




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Figure 83: Screenshot - Un-publishing Resource




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6.3.5.      Content Management




                                 Figure 84: Screenshot - Logging in



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Figure 85: Screenshot - User's Resource list




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                              Figure 86: Screenshot - Community Resource list




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Figure 87: Screenshot - User list




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                              Figure 88: Screenshot - Adding User




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Figure 89: Screenshot - Editing User




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                              Figure 90: Screenshot - Adding Users from class list




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Figure 91: Screenshot - Exporting site to XML




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                              Figure 92: Screenshot - Import from XML




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6.3.6.   Navigation & Searching




                                  Figure 93: Screenshot - Public Site home



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                              Figure 94: Screenshot - Browsing with side bar menu




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Figure 95: Screenshot - Public Site home with "Template" as primary Facet




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                              Figure 96: Screenshot - Switching primary Facet with Quick Links




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Figure 97: Screenshot - Public Site home with "Location" as primary Facet




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                              Figure 98: Screenshot - Browsing with side bar menu




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Figure 99: Screenshot - Selecting a Category in a different Facet




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                              Figure 100: Screenshot - Refining results by another Category




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Figure 101: Screenshot - Site map




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                              Figure 102: Screenshot - Search results list




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Figure 103: Screenshot - Advanced search




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                              Figure 104: Screenshot - Multi-page Article view




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Figure 105: Screenshot - Single-page Article view




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                              Figure 106: Screenshot - Viewing Article with Image preview




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Figure 107: Screenshot - Viewing Image




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6.3.7.      Site Customization




                                 Figure 108: Screenshot - Editing Public Site properties



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Figure 109: Screenshot - Editing Public Site fonts




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                              Figure 110: Screenshot - Editing Public Site colors




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Figure 111: Screenshot - Selecting a new color




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                              Figure 112: Screenshot - Editing Public Site home page text




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7. Data Model
7.1. Data Dictionary
For definitions of properties and other terms used in this Data Dictionary, see the Metadata
section of the Glossary (10.1.1).

Article
An electronic Resource consisting of a sequence of structured text- and data-bearing objects
and including supplemental Resources, such as Images, data Files, and annotated URLs.
Articles are partitioned into Pages, Sections, and Paragraphs.

       Properties
           Title
           Description
           Workflow Status

       Contents
           Page, 1 to many.
           Comment, 0 to many

Comment
Member-addable text objects that annotate a Resource. May also annotate other Comments,
creating a threaded discussion about a Resource.

       Properties
           Title
           Text

       Contents
           Comment, 0 to many

Facet
A group of subcategories, known as Isolates, which is orthogonal to, or mutually independent
of, all other groups of Categories. Facets are used to provide structural boundaries between
the Isolates of a Faceted Classification System.

       Properties
           Title
           Description
           Synonym, 0 to many

       Contents
           Facet, 0 to many

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File
A Resource which contains binary data.

        Properties
            Title
            Description
            Binary Data
            Workflow Status

        Contents
            Comment, 0 to many

Image
A Resource which contains graphical data.

        Properties
            Title
            Description
            Binary Data
            Workflow Status

        Contents
            Comment, 0 to many

Link
A Resource which points to and annotates a web address (URL).

        Properties
            Title
            Description
            URL
            Workflow Status

        Contents
            Comment, 0 to many

Member
Any authenticated user in the System.

        Properties
            User Name
            First Name
            Last Name

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             Email Address
             Password
             Role, 1 to many

Note
A Resource which contains only text or HTML

       Properties
           Title
           Description
           Text
           Workflow Status

       Contents
           Comment, 0 to many

Page
The largest partition of an Article.

       Properties
           Title
           Display Order

       Contents
           At least 1 Section or 1 Paragraph.
                o Section, 0 to many
                o Paragraph, 0 to many

Paragraph
A text- and data-bearing object that includes a Prompt Question, to which an Author
provides an Answer.

       Properties
           Title
           Display Order
           Prompt
           Answer

       Contents
           File, 0 to many
           Image, 0 to many
           Link, 0 to many

Section

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A group of Paragraphs

        Properties
            Title
            Display Order

        Contents
            Paragraph, 1 to many

Spotlight
A Resource which contains only text or HTML. Spotlights may be used as a special feature
or for instructions in the Public Site.

        Properties
            Title
            Description
            Text
            Workflow Status

        Contents
            Comment, 0 to many

7.2. Entity Relationship Diagram
The following diagram represents the semantic and procedural interactions that the data objects,
or entities, of the System maintain between themselves and other entities in the system. This
diagram may be used as a guide for the logical database design, whether relational or object-
oriented, of the 1.0 version of zBento.

The conventions used in Entity Relationship Diagram (ERD) are based on Peter Chen's Entity
Relationship Model (Chen, 1976).




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zBento Entity Relationship Diagram
                                                                            Title              Description      Synonyms




                                                                                                 Facet




                                                                            Categorizes                      Contains




                                                                                                                                                                                                              Title
                                                              Title                                                                   Title

                           File                                                                                                                                                        Article             Description
                                                Note       Description                                        Spotlight            Description

                                                                                                                                                                                                      Workflow Status
                                                              Text                                                                    Text
             Title                Description

                                                        Workflow Status                                                          Workflow Status
                                                                                                                                                                                      Contains
        Workflow Status           Binary Data




                                                                                                                                                               Title
                          Image
                                                                                                                                                                                        Page
                                                                         Owns
                                                                                                                                                           DisplayOrder
                                                                                                                                                   Title
             Title                Description
                                                                                                                                                                                                     Contains
                                                                                                                                                   Text
        Workflow Status           Binary Data                                                                                                                  Title
                                                                         Member                                    Comments on                                                         Section
                                                                                                                                                           DisplayOrder


                          Link
                                                       Username                       Email
                                                                                                                                    Contains


                                                       FirstName                      Role                                                                                            Contains
             Title                Description

                                                       LastName                     Password
        Workflow Status              URL



                                                                                               Contains                                                                               Paragraph




                                                                                                                                                                           Title                  Prompt


                                                                                                                                                                       DisplayOrder               Answer


                                                                           Figure 113: Entity Relationship Diagram


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8. Logic
8.1. State Diagrams

              Article State Diagram
              DOTTED LINES = Manager/Reviewer
              SOLID LINES = Owner




                                                                    Private

                                                      Share with
                                                      Community

                                            Make Private                                                                                  Remove from
                                                                                                                                           Community
                                                                                                     Submit for Publishing
                         Remove from
                          community
                                                                                                                                Retract



                                       Shared (visible)                              submit for publishing
      Return to Owner

                                                           Reviewed (visible)                    Don't Publish


                                                                                                                        Submitted for
                                                               Unpublish                                                 Publishing

                                                                                       Publish (effective date set in future)



                                             Unpublish
                        Archived                                           To Be Published
                                                     Archive


                                  Publish                                         Publish


                        Archive                                                                                           Publish




                                                                   Published


                                  Figure 114: Workflow State Diagram - Article Publishing




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     Template State Diagram
     DOTTED LINES = Manager/Template Builder
     SOLID LINES = Owner




                        Not Available




     Make Unavailable                      Make Available


                        Available for
                         Students

Figure 115: Workflow State Diagram - Templating




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8.2. Sequence Diagrams
8.2.1.      Internal Site

                        I9.2.3.2 Edit User
                                Manager                            Edit User Form                             Business Logic                             User Storage

                                                              request edit user form
                                                                                                                         get user details (first name,
                                                                                                                         last name,email address
                                                                                                                         and roles)

                                                                                                                               return user details



                                                                                                                               get available roles


                                                                                                                                   return roles

                                                                                       load form with
                                                                                       user data
                                            edit first name


                                            edit last name


                                          edit email address


                                             select roles



                                             select Save
                                                                                           submit
                                                                                                                               save user details


                                            select Cancel


                                            redirect to User List page                 redirect to User List page




                                                  Figure 116: Sequence Diagram I9.2.3.2. Edit User




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I9.4.3 Edit Category
             Manager/Category Builder                   Edit Categories Form                 Business Logic                   Facet Storage

                                 click category edit link


                                                                      show category
                                                                      edit form div
                                        edit title




                                    edit description




                                                                                                                                          reload page
                                   edit related terms



                                          save
                                                                               submit form
                                                                                                              save category




                               Figure 117: Sequence Diagram I9.4.3. Edit Category




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           I9.1.1 Multiple Categorization
                  Manager            Cat. Search Form          Select Results Form        Categorize Form            Summary Page                 Business Logic                Facet Storage   Resource Storage


                                                                      request multiple categorization
                                                                                                                                                             request facets


                                                                                            load facets
                        select categories                                                                                                                          facet tree
                        to search

                            click next

                                                                                              submit
                                                                                                                                                                                facet search
                                                                                                                                                                                see P1.2.1

                                                                                                                                                                                 resources
                                                                                                    return search results
                               select items to recatagorize

                                         click next
                                                                                                            submit

                                                                                                                     select item ids
                                                                                                                      added to
                                                                                                                      form in hidden
                                                  select categories                                                   input fields
                                                  see I6.10


                                                      click finish
                                                                                                                        submit
                                                                                                                                                                            categorize items



                                                                                                                                       redirect




                                                           Figure 118: Sequence Diagram I9.1.1. Multiple Categorization




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I9.4.1 Reorder Categories


      Manager/Category Builder                  Edit Categories Form                 Business Logic                       Facet Storage

                          click category edit link


                                                              show category
                            select reorder up                 edit form div
                            or reorder down
                            image button
                                                                       submit form
                                                                                               save category and change order         reload page




                          Figure 119: Sequence Diagram I9.4.1. Reorder Categories




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                       I9.4.2 Add Category

                              Manager/Category Builder                 Edit Categories Form                 Business Logic                             Facet Storage


                                                 click 'add subcategory '


                                                                                              submit form
                                                                                                                         add category as first child




                                                                                                                    reload page




                                                                                      open added
                                                                                      category
                                                                                      edit form div




                                                         Figure 120: Sequence Diagram I9.4.2. Add Category




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I9.4.4 Delete Category
       Manager/Category Builder                      Edit Categories Form                   Business Logic                          Facet Storage

                           click category edit link


                                                                   show category
                                                                   edit form div
                                 select delete
                                 image button
                                                                             submit form
                                                                                                             delete category and
                                                                                                                                                   reload page
                                                                                                             reorder facet tree




                                 Figure 121: Sequence Diagram I9.4.4. Delete Category

I9.4.5 Promote/Demote Category

      Manager/Category Builder                   Edit Categories Form                      Business Logic                          Facet Storage

                          click category edit link


                                                                 show category
                                                                 edit form div
                        select promote or demote
                        image button
                                                                                                     save category and
                                                                            submit form
                                                                                                     decrease (promote) or
                                                                                                                                               reload page
                                                                                                     increase (demote) the depth of
                                                                                                     category and its subtree




                      Figure 122: Sequence Diagram I9.4.5. Promote/Demote Category
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                          I9.4.6 Copy/Paste Category
                                    Manager/Category Builder                   Edit Categories Form                        Business Logic                         Resource Storage

                                                           click copy to
                                                           left of category


                                                                                            add cookie with
                                                                                            copy id
                                                     click paste to left of sibling
                                                     category
                                                                                                      submit form                      paste copied category and
                                                                                                                                       it's subcatories as a sibling                    reload page
                                                                                                                                        of the target category




                                                          Figure 123: Sequence Diagram I9.4.6. Copy/Paste Category

           I9.4.7 Export All Categories
                  Manager/Category Builder                 Save File Dialog                  Import/Export Categories Form                    Business Logic                                  Facet Storage

                                                       click import/export link
                                                       from categories page


                                                               click export
                                                               button
                                                                                                                             submit

                                                                                                                                                                       get all facets


                                                                                                                                                                           facets

                                                                                                                                                                write each
                                                                                                                                                                category
                                                                                                                                                                to
                                                                                                                                                                xml
                                                                                               open save xml file dialog




                                                         Figure 124: Sequence Diagram I9.4.7. Export All Categories
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I9.4.8 Import All Categories

  Manager/Cat, Builder       Category Page             Upload File Dialog     Import/Export Cat.Pg       Business Logic            Facet Storage

                 click
                 import/export
                  link




                                             click import
                                             button


                         select xml file to upload
                                                                  add file path to form

                                                                                                submit
                                                                                                                      delete old
                                                                                                                      categories




                                                                                                                      add new
                                                                                                                      categories
                                                              redirect to category page
                                                              containing import complete
                                                              message




                         Figure 125: Sequence Diagram I9.4.8. Import All Categories




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                       I9.3.1 Edit Home Page Text

                                Manager                      Edit Public Site Home Form            Business Logic          Resource Storage




                                            add main text




                                             add spotlight




                                           add bottom text



                                          add 'About Us 'text
                                                                                                                                       reload


                                            Add help text




                                           click Save button
                                                                                          Submit
                                                                                                                    Save




                                          Figure 126: Sequence Diagram I9.3.1. Edit Home Page Text




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I9.3.2.1 Edit Fonts
        Manager                  Edit Edit Site Fonts and Colors Form       Business Logic                Site Configuration Storage


                             request Edit Edit Site Fonts and Colors Form


                                                                                             get fonts

                                                                                               fonts

                      select main title
                      font radio button*


                      select main text
                      font radio button*

                                                                                                                          reload
                   select content text font                                                                                    reload
                   radio button"

                      select save fonts
                                                                   submit
                                                                                             save fonts




                   select reset fonts button




                  * or select the Custom radio buton
                  and enter the font in the text box

                             Figure 127: Sequence Diagram I9.3.2.1. Edit Fonts




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           I9.3.2.2 Edit Colors


                        Manager                      Color Selection Window             Edit Edit Site Fonts and Colors Form         Business Logic                 Site Configuration Storage


                                         request Edit Edit Site Fonts and Colors Form


                                                                                                                        get colors

                                                                                                                          colors


                                                          select color
                                                          image swatch




                                                                                                                                                                                          reload
                                     select color                        open color selection window
                                     image swatch
                                  select save and close

                                                                                                       submit
                                                                                                                                                      save colors



                                                                     close




                                                             Figure 128: Sequence Diagram I9.3.2.2. Edit Colors




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I9.3.3 Edit site title, desc.

            Manager                           Upload File Dialog                         SiteTitle & Desc. Form                       Business Logic                        Site Configuration Storage

                                                                 request Public SiteTitle
                                                                 and Description form


                                                                                                                                                   get tite, description, & logo


                                                                                                                                                       tite, description, & logo
                                                                                                         fill form with previous values
                                          enter title in
                                          Public Site Title textbox

                                         enter path of logo
                                         to upload in logo textbox


                                 select Browse button to select logo file
                                  from local harddrive
                                                                                                                                                                                              reload
                                                                      open file dialog
                      select logo file path
                                                               logo file path added to form


                                         enter site description in
                                         Description text area
                                                 select save
                                                                                                                     submit
                                                                                                                                                                save




                                    Figure 129: Sequence Diagram I9.3.3. Edit Site Title & Description




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          I9.2.4 Delete Users

                Manager                   User List Page           Confirmation Dialog Box              Edit User Form               Business Logic                   User Storage          Resource Storage



                          click on user
                          name link                                                      request edit
                                                                                         user form                                                    get user data

                                                                                                                load form with user's data
                                                           Delete User


                                                                                                                                                                              redirect to
                                                                                                                                                                              users page
                                               OK


                                                                                                                                                      delete user
                                             Cancel


                                                                                         close
                                                                                 close
                                                                                                                                                                                                   redirect to
                                                                                                                                                                                                   users page
                                                    Delete User and Content



                                              OK


                                                                                                                         submit
                                            Cancel
                                                                                                                                                      delete user

                                                                                       close
                                                                                   close
                                                                                                                                                                 delete user's content




                                                                     Figure 130: Sequence Diagram I9.2.4. Delete Users




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I9.2.2.1 Add Single User
         Manager                    Message Box                                Add User Form                         Business Logic                       User Storage

                                                      request add user form

                                                      if error from previous
                                                      submit, open message
                                                      box describing error
                                                      condition


                   close

                             add first name (required)

                            add last name (required)

                           add user name (required)

                            add password (required)

                           retype password (required)                                                                                                  if error (user name is not unique or
                                                                                                                                                       passwords do not match), redirect
                           add email address (required)                                                                                                to add user form. Original form
                                                                                                                                                       values are shown.
                                add role (optional)

                                   select save
                                                                                                  submit

                                  select cancel
                                                                                                                               check if passwords
                                                                                                                               match
                                                                   redirect to
                                                                   user list page
                                                                                                                                         add user


                                                                                                                                return whether add succeeds


                                                                                               If no error, redirect to
                                                                                               user list page




                                     Figure 131: Sequence Diagram I9.2.2.1. Add Single User




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         I9.2.2.2 Upload Classlist
                    Manager                      Message Box                          Upload Class List Form                         Business Logic                        User Storage

                                                             request upload class list form


                                                                 if there are any errors
                                                                  from previous
                                                                 submit, open message
                                                                 box describing error
                                                                 condition(s)

                              close


                                       select file to upload (required)



                                      add default password (required)



                                                                                                                                                                     if any errors (a user name is not unique
                                       add additional roles (optional)
                                                                                                                                                                     or cannot parse the text file), redirect
                                                                                                                                                                     to add class list form. Original form
                                                                                                                                                                     values are shown.
                                           select save changes



                                                                                                                  submit

                                               select cancel

                                                                               redirect to
                                                                               user list page
                                                                                                                                                         add users


                                                                                                                                              return whether each add succeeds


                                                                                                               If no error, redirect to
                                                                                                               user list page




                                                       Figure 132: Sequence Diagram I9.2.2.2. Upload Classlist




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8.2.2.   Public Site
            P1.1. Ask a Question

                                  Viewer                              Business Logic                              Facet Storage    Resource Storage

                                                 Write question




                                                                                 Remove
                                                                                stop words
                                                                                   and
                                                                                punctuation




                                                                                       Look up Synonyms
                                                                                       for each word in query

                        Revise
                       Question                                                          Return Synonyms

                                                                                   Create
                                                                                  Boolean
                                                                                   Query

                                                                                                                 Get Resources


                                                                                                                Return Resources



                                                                                  Format
                                                                                 Resources

                                           Return Resource results list




                                            Figure 133: Sequence Diagram P1.1. Ask a Question




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           P1.2.1. Facet Search
                           Viewer                           Search Form                        Business Logic                           Facet Storage                 Resource Storage

                                                            Request form


                                                                                                                  Request facets

                                                                                                                     Facet Tree




                                                                                 Form load
                                    Select isolate values

                                        Click submit
                                                                                Submit query
                                                                                                                Lookup synonyms for
                                                                                                                selected isolates

                                                                                                                 Return synonyms



                                                                                                                           Get resources classified w/ isolates
                  Revise
                  Query
                                                                                                                                   Return resources (Set A)


                                                                                                                       Freetext search on isolate titles & synonyms


                                                                                                                                   Return resources (Set B)




                                                                                                           Intersect
                                                                                                         Sets A & B
                                                                                                          (ranked by
                                                                                                         relevance),
                                                                                                         append rest
                                                                                                         (A & not B)
                                                                                                             to end




                                                        Return search results




                                                                Figure 134: Sequence Diagram P1.2.1. Facet Search




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P1.2.2. Advanced Keyword Searc
                                 Viewer                            Business Logic                         Resource Storage




                                   Enter keywords
                                      In fields

                        Revise
                        Query                  Submit form                          Get resources matching
                                                                                    keywords for each field


                                                                                      Return resources
                                           Return search results




           Figure 135: Sequence Diagram P1.2.2. Advanced Keyword Search




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zBento System Specification



                        P1.3. Keyword Search
                                                        Viewer                            Business Logic                      Resource Storage




                                                          Enter keywords

                                               Revise
                                               Query                  Submit form
                                                                                                   Get resources matching keywords



                                                                                                           Return resources
                                                                  Return search results




                                       Figure 136: Sequence Diagram P1.3. Keyword Search




154
                                                                                                                                                         zBento System Specification



P1.4. Facet Navigation
              Viewer                               Business Logic                          Facet Storage                        Facet-Item Catalog   Resource Storage




                       Request Isolate navigation page




                                                                         Get Isolate


                                                                      Return Isolate


                                                               Get Sub-Isolates for Isolate


                                                                    Return Sub-Isolates




                                                               Format
     Select                                                    Sidebar
    another            Select
    Isolate        another Facet;
                     get Isolate                                           Get Resources Ids matching selected Isolate(s)
                     navigation
                      page for                                                         Return Resource Ids
                      selected
                       Facet
                                                                                                  Get Resources matching Resource Ids


                                                                                                             Return Resources



                                                               Format
                                                              Resource
                                                                 list


                           Return formatted page




                                                     Figure 137: Sequence Diagram P1.4. Facet Navigation




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zBento System Specification



                        P1.5. Quick Links
                                                      Viewer                               Business Logic                       Facet Storage

                                                                      Request page
                                                                                                             Get Facet tree


                                                                                                            Return Facet tree



                                                                                                       Populate
                                                                                                      drop-down
                                                                                                         box

                                                                  Return Quicklinks form


                                                                       Select Facet




                                                                                                      Load Facet
                                                                                                      Navigation
                                                                                                       page for
                                                                                                       selected
                                                                                                        Facet
                                                                                                      (see P1.4)




                                                               Return Facet Navigation page




                                            Figure 138: Sequence Diagram P1.5. Quick Links




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                                                                                                                 zBento System Specification



P1.6. Site Map
                         Viewer                             Business Logic                       Facet Storage

                                         Request page
                                                                              Get Facet tree


                                                                             Return Facet tree




                                                                        Format
                                                                       Site Map
                                                                      using Facet
                                                                          tree


                                        Return Site Map


                                         Select Isolate




                                                                       Load Facet
                                                                       Navigation
                                                                        page for
                                                                        selected
                                                                         Isolate
                                                                       (see P1.4)




                                  Return Facet Navigation page




                 Figure 139: Sequence Diagram P1.6. Site Map




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zBento System Specification



                  P2.1.2. Read Article
                                   Viewer                               Web Page                              Business Logic                           Resource Storage

                                                                Select page/section/prompt


                                                                                                                      If multi-page

                                                                                                                               Get page/section/prompt


                                                                                                                               Return page (w/ anchor of
                                                                                                                                 page/section/prompt)
                                                                                   Format page/section/prompt
                                                                                                                      If single-page


                                                                               Return anchor of page/section/prompt

                                                  Return page


                                                                  View multi-page format
                                                                                                                                       Get page



                                                                                                                                      Return page
                                                                                             Format page
                                            Return multi-page format




                                            View next/previous page
                                                                                     Get next/previous page
                                                                                                                                       Get page



                                                                                                                                      Return page
                                                                                             Format page
                                                  Return page

                                                                  View single-page format
                                                                                                                                Get all pages of article



                                                                                                                                    Return pages
                                                                                            Format pages

                                                 Return article



                                            Figure 140: Sequence Diagram P2.1.2. Read Article




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                                                                                                                                        zBento System Specification



P2.1.2. Related Resources
             Resource Web Page                       Business Logic                        Resource Storage                Facet-Item Catalog


                          Request related resources
                                                                                Get categorization metadata for resource



                                                                                           Return categories

                                                                        Get resources with
                                                                      same set of categories


                                                                        Return resources

                                                               Format
                                                              resource
                                                                 list



                         Return formatted resource list




                       Figure 141: Sequence Diagram P2.1.2: Related Resources




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zBento System Specification



                 P2.1.3. Also Categorized As
                              Resource Web Page                       Business Logic                           Facet Storage            Facet-Item Catalog


                                               Request categories
                                                                                                      Request categories for resource



                                                                                                            Return category ids
                                                                                           Get categories



                                                                                       Return categories

                                                                                 Format
                                                                                category
                                                                                   list



                                          Return formatted category list




                                       Figure 142: Sequence Diagram P2.1.3. Also Categorized As




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                                                                                                                                      zBento System Specification



P3.1. Print Content
                 Viewer                       Resource Web Page                       Business Logic                      Resource Storage


                                  Request single-page printable resource page
                                                                                              Get resource pages/sections/prompts


                                                                                                       Return resources


                                                                                                Format
                                                                                               resource
                                                                                                 page

                                                           Return formatted resource page

                           Return resource page




                        Print
                      resource




                          Figure 143: Sequence Diagram P3.1. Print Content




                                                                                                                                                             161
zBento System Specification



                       P3.2. Export Content
                                               Viewer/Syndicator                           Business Logic                      Resource Storage


                                                         Select file type (XML/PDF/WordML)


                                                           Request XML/PDF/WordML file
                                                                                                              Get resource
                                                                                                        & supplemental resources
                                                                                                            Return resources




                                                                                                        Format
                                                                                                      export file
                                                                                                     according to
                                                                                                       selected
                                                                                                       file type



                                                                   Return formatted file




                                       Figure 144: Sequence Diagram P3.2. Export Content




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                                                                                                                                     zBento System Specification



P4.1. Browse Comments
                 Viewer                           Comments Page                      Business Logic                     Resource Storage


                                       Request Comments Page for a Resource




                                                                                                 Get Comments for Resource
                                                                                  Get
                                                                                Comments
                                                                                   on
                                                                                                      Return Comments
                                                                                Comments


            View
          Comments
                                                                                               Format
             on
                                                                                              Comment
          Comment
                                                                                               thread

                                                            Return threaded Comments Page


                           Post Comment (see P4.2)


                                View Comment




                          Reply to Comment (see P4.2)




                          Figure 145: Sequence Diagram P4.1. Browse Comments




                                                                                                                                                            163
zBento System Specification



                 P4.2. Post Comment
                                Viewer                         Comment Form                         Business Logic                 Resource Storage


                                                Request Comment creation form for Resource



                                                                              Return Comment form

                                          Enter comment text


                                             Click submit

                                                                                  Submit form
                                                                                                                     Add Comment



                                                        Return confirmation message




                                         Figure 146: Sequence Diagram P4.2. Post Comment




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                                                                                                                      zBento System Specification



P5. Get Help / Contact
                            Viewer                                Help Page                      Business Logic




                                                                                                           Insert admin
                                                                                                           contact info
                                                                                                           & Help text



                                                                              Format Help Page

                                     Contact Site Administrator




                Figure 147: Sequence Diagram P5. Get Help / Contact




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zBento System Specification



                        P6. Log In
                                           Viewer                                Log In Form                               Business Logic

                                                                             Select "Log In" link


                                                                                                                                     Check User
                                                                                                                                    authentication

                                                      If User autheniticated, return User List Content Page (see I6.7.1)


                                                                                               If User not authenticated,
                                                                                                   return Log In Form
                                                    Enter User name & password


                                                           Click "Submit"
                                                                                                    Submit User data


                                                                                                                                        Verify
                                                                                                                                        User
                                                                                                                                        data




                                                                                                                                     Authenticate
                                                                                                                                        User

                                                      If User autheniticated, Return User List Content Page (see I6.7.1)




                                     Figure 148: Sequence Diagram P6. Log In




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                                                                                           zBento System Specification



9. Appendix
9.1. Glossary
9.1.1.       Metadata Fields
Description ....................................................A short summary of the Resource.

Effective Date ...............................................The time at which a Resource is to be
                                                              Published.

Expiration Date ............................................The time at which a Resource is unpublished and
                                                            Archived.

Prompt Headline ..........................................The publicly-viewable Title of a Paragraph.

Prompt Question ..........................................A question posed to an Author of an Article to
                                                          facilitate a response in filling out a Template.

Related Terms ..............................................A list of synonyms, or semantically equivalent
                                                            words, for a Facet or Isolate Title.

Source ............................................................The person or entity from which a given Resource
                                                                   came.

Title................................................................The human-readable headline or name of a
                                                                     Resource.

URL ...............................................................The web address that a Resource points to.

9.1.2.       Content Objects
Answer ..........................................................The text of a Paragraph, which an Author
                                                                 provides to in response to the Prompt Question
                                                                 for that Paragraph.

Article ............................................................An electronic Resource consisting of a sequence
                                                                    of structured text- and data-bearing objects and
                                                                    including supplemental Resources, such as
                                                                    Images, data Files, and annotated URLs. Articles
                                                                    are partitioned into Pages, Sections, and
                                                                    Paragraphs.




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Comment .......................................................Member-addable text objects that annotate a
                                                               Resource. May also annotate other Comments,
                                                               creating a threaded discussion about a Resource.

Content ..........................................................A collection of Resources.

File .................................................................A Resource which contains binary data.

Image .............................................................A Resource which contains graphical data.

Link ...............................................................A Resource which points to and annotates a web
                                                                    address (URL).

Note................................................................A Resource which contains only text or HTML.

Page ...............................................................The largest partition of an Article. Pages can
                                                                    contain Sections and Paragraphs.

Paragraph .....................................................A text- and data-bearing object that includes a
                                                               Prompt Question, to which an Author provides
                                                               an Answer. Paragraphs can contain Images,
                                                               Files, and Links.

Resource Storage System ............................The database which contains all Resources in the
                                                    zBento System.

Resource ........................................................Any information-bearing object that can be stored,
                                                                 accessed, and re-used in the zBento System.

Section ...........................................................A group of Paragraphs.

Spotlight ........................................................A Resource which contains only text or HTML.
                                                                  Spotlights may be used as a special feature or
                                                                  for instructions in the Public Site.

Template .......................................................A structured, categorized, prototype Article with
                                                                empty Answers. Authors fill out Answers in
                                                                response to Template Questions when creating
                                                                new Articles.

9.1.3.        Category Objects
Category ........................................................A Facet or Isolate.

Category Depth ............................................The generational level of an Isolate within a
                                                           Facet.
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                                                                                                zBento System Specification


Facet Storage System ...................................The database containing all Facet and Isolate
                                                        objects.

Facet Tree .....................................................A Facet and its hierarchical ordering of
                                                                Isolates.

Facet ..............................................................A group of subcategories, known as Isolates,
                                                                    which is orthogonal to, or mutually independent of,
                                                                    all other groups of categories. Facets are used to
                                                                    provide structural boundaries between the
                                                                    Isolates of a Faceted Classification
                                                                    System.

Faceted Classification System .....................A method for multidimensional description and
                                                   arrangement of Resources by their subject, or
                                                   "aboutness". The Faceted Classification
                                                   System (FCS) may have multiple Facets, or main
                                                   categories of subjects. Each Facet is a mutually
                                                   independent perspective on the subject of the
                                                   Resources, and may contain any number of
                                                   Isolates, or subcategories. The categories can
                                                   then be used to describe, organized, and access the
                                                   Resources by browsing or querying via the FCS.

Facet-Item Catalog.......................................The index, or inverted file, which records the
                                                         relationship between the items in the Resource
                                                         Storage System to the categories in the Faceted
                                                         Classification System.

Isolate ............................................................A subcategory of a Facet.

Sub-Tree........................................................An Isolate and its hierarchical ordering of
                                                                descendant Isolates.

9.1.4.        Content Areas
Category Management ................................The area of the Internal Site where a Manager
                                                    or Category Builder can go to manage the
                                                    Faceted Classification System.

Community Advanced Keyword Search ...The area of the Internal Site where a Member
                                     can find Visible Resources based on words


                                                                                                                       169
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                                                      contained in any metadata field of those
                                                      Resources.

Community Content ....................................The area of the Internal Site where all
                                                      Members can view all Resources that have been
                                                      Shared or Published.

Community Facet Search ............................The area of the Internal Site where a Member
                                                   can find Visible Resources based on their
                                                   categorization in the Facet-Item Catalog.

Community Keyword Search......................The area of the Internal Site where a Member
                                              can find Visible Resources based on words
                                              contained in the text of those Resources.

Group's Advanced Keyword Search ..........The area of the Internal Site where a Member
                                          can find Group Resources based on words
                                          contained in any metadata field of those
                                          Resources.

Group's Content ...........................................The area of the Internal Site where Group
                                                           Members can add, edit, and manage Group
                                                           Resources.

Group's Facet Search ..................................The area of the Internal Site where a Member
                                                       can find Group Resources based on their
                                                       categorization in the Facet-Item Catalog.

Group's Keyword Search ............................The area of the Internal Site where a Member
                                                   can find Group Resources based on words
                                                   contained in the text of those Resources.

Internal Site ..................................................The area of the System that is only accessible to
                                                                Members.

Manager's Advanced Keyword Search ......The area of the Internal Site where a Manager
                                        can find Resources based on words contained in
                                        any metadata field of those Resources.

Manager's Facet Search ..............................The area of the Internal Site where a Manager
                                                     can find Resources based on their categorization
                                                     in the Facet-Item Catalog.


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                                                                                         zBento System Specification


Manager's Keyword Search ........................The area of the Internal Site where a Manager
                                                 can find Resources based on words contained in
                                                 the text of those Resources.

Member's (Username’s) Content................The area of the Internal Site where a Member
                                             can add, edit, and manage their own Resources.

Member's Advanced Keyword Search.......The area of the Internal Site where a Member
                                       can find Resources they own based on words
                                       contained in any metadata field of those
                                       Resources.

Member's Facet Search ...............................The area of the Internal Site where a Member
                                                     can find Resources they own based on their
                                                     categorization in the Facet-Item Catalog.

Member's Keyword Search .........................The area of the Internal Site where a Member
                                                 can find Resources they own based on words
                                                 contained in the text of those Resources.

Public Advanced Keyword Search .............The area of the Public Site where any user can
                                            find Published Resources based on words
                                            contained in any metadata field of those
                                            Resources.

Public Facet Search......................................The area of the Public Site where any user can
                                                         find Published Resources based on their
                                                         categorization in the Facet-Item Catalog.

Public Keyword Search ...............................The area of the Public Site where any user can
                                                     find Published Resources based on words
                                                     contained in the text of those Resources.

Public Site .....................................................The area of the System that is accessible by
                                                                 everyone, including anonymous users.

Site Administration ......................................The area of the Internal Site where a Manager
                                                          can go to configure the fonts, colors, and metadata
                                                          for the Public Site. Also contains the Category
                                                          Management and User Management areas.

System ...........................................................zBento; the entire software product described in this
                                                                  document.

                                                                                                                   171
zBento System Specification


Template Management ................................The area of the Internal Site where a Manager
                                                    or Template Builder can go to create and edit
                                                       Templates

User Management ........................................The area of the Internal Site where a Manager
                                                        can go to add, edit, and delete Members from the
                                                        System.

9.1.5.       User Classes & Roles
Anonymous ...................................................An unauthenticated user, or a Member who has not
                                                             logged in.

Category Builder ..........................................A Member who has permissions to make changes to
                                                           the Faceted Classification System.

Community ...................................................The collection of all Members in the System.

Group Member.............................................A Member who has permissions to collaborate with
                                                         other Members.

Group ............................................................An arbitrary collection of Members who have
                                                                  decided to share a common Content Area.

Manager ........................................................A Member who has permissions to make changes to
                                                                the entire System.

Member .........................................................Any authenticated user in the System.

Owner ............................................................Any Member, in relation to Content Areas and/or
                                                                  Resources which they have created.

Reviewer........................................................A Member who has permissions to approve or reject
                                                                a Member's request to Publish a Resource.

Template Builder .........................................A Member who has permissions to make changes to
                                                          the Templates.

User................................................................Any person who accesses the System

9.1.6.       Transitions
Archive ..........................................................Used by the System or a Manager when a
                                                                  Resource is outdated. Sets a Resource's
                                                                  Workflow State to "Archived".


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                                                                                     zBento System Specification


Don't Publish ................................................Used by a Reviewer when a Publish request for
                                                              a Resource is sent by its Owner. Returns the
                                                              Resource to the Owner and sets its Workflow
                                                              State to "Reviewed".

Make Available.............................................Used by a Template Builder when they want to
                                                           share a Template with the Community. Sets the
                                                           Template's Workflow State to "Available".

Make Private ................................................Used by a Resource's Owner when they want to
                                                             stop sharing that Resource with the Community.
                                                             Sets the Resource's Workflow State to
                                                             "Private".

Make Unavailable ........................................Used by a Template Builder when they want to
                                                         stop sharing a Template with the Community.
                                                         Sets the Template's Workflow State to "Not
                                                         Available".

Publish in Future..........................................Used by a Reviewer when a Publish request for
                                                           a Resource is sent by its Owner. Sets the
                                                           Resource's Workflow State to "To Be
                                                           Published".

Publish...........................................................Used by a Reviewer when a Publish request for
                                                                  a Resource is sent by its Owner. Sets the
                                                                  Resource's Workflow State to "Published".

Remove from Community ...........................Used by a Manager when they want to remove a
                                                 Resource from Community Content. Sets the
                                                 Resource's Workflow State to "Private".

9.1.7.       Workflow States
Archived ........................................................Describes a Resource that is either beyond its
                                                                 Expiration Date or whose Published status
                                                                 has been rescinded by a Manager or Reviewer.
                                                                 Only a Manager or a Reviewer can re-publish that
                                                                 Resource once it has been Archived.




                                                                                                             173
zBento System Specification


Available .......................................................For Templates only. Allows Members of the
                                                                 Community to use a Template when authoring an
                                                                 Article.

Not Available ................................................For Templates only. Allows only the Template
                                                              Builder of a Template to use a Template to
                                                              author an Article.

Pending..........................................................Describes a Resource that has been submitted for
                                                                 Publishing and is waiting for Review.

Private ...........................................................Describes a Resource that has been created by a
                                                                   Member but is viewable only by that Member or
                                                                   that Member's Group.

Published.......................................................Describes a Resource that has been approved by a
                                                                Reviewer.

Reviewed .......................................................Describes a Resource that has been rejected by a
                                                                Reviewer.

To Be Published............................................Describes a Resource that has been approved by a
                                                           Reviewer, but the Effective Date is set some
                                                           time in the future.

Visible ............................................................Describes a Resource that has been shared with
                                                                    the Community.

9.2. References
      1. Berman, Sanford, ed. Subject Cataloging: Critiques and Innovations. NY: Haworth
         Press, 1984.
      2. Bransford, J.D., A.L. Brown, and R.R. Cocking. How People Learn. National Academy
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      3. Broughton, V. "Faceted classification as a basis for knowledge organization in a digital
         environment: the Bliss Bibliographic Classification and the creation of multi-dimensional
         knowledge structures." New Review of Hypermedia and Multimedia, 7 (2001): 67-102.
      4. Brown, J.S., Collins, A., Duguid, P. Situated Cognition and the Culture of Learning.
         2002 <http://www.ilt.columbia.edu/ilt/papers/JohnBrown.html>.
      5. Chen, P. The Entity-Relationship Model – Toward a Unified View of Data. ACM
         Transactions on Database Systems. 1 (1976):1, 9-36.
         <http://bit.csc.lsu.edu/~chen/pdf/erd.pdf>.
      6. Content Management Framework Dogbowl <http://cmf.zope.org/>.
      7. Ellis, D.; Vasconcelos, A. "The relevance of facet analysis for World Wide Web subject
         organization and searching." Journal of Internet Cataloging, 2 (2000): 3-4, 97-114.

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                                                                      zBento System Specification


8. English, J., Hearst, M., Sinha, R., Swearingen, K., and Yee, P. "Hierarchical Faceted
    Metadata in Site Search Interfaces." Proceedings of ACM CHI 02 Conference on Human
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    Miyagishima, B.K.; Toney, C.D. "A visit to the information mall: web searching
    behaviour of high school students." Journal of the American Society for Information
    Science 50 (1999):1, 24-37.
10. Fidel, R.; Efthimiadis, E.N. "Web searching behavior of aerospace engineers."
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11. Fore, David. "Goal-directed Content Management." Cooper Interactive Newsletter, May
    2002. <http://www.cooper.com/newsletters/2002_05/goal-
    directed_content_management.htm.>
12. Hjørland, B., and Albrechtsen, H. "An analysis of some trends in classification research."
    Knowledge Organization (1999) 26:3, 131-39.
13. Isaak, Donovan. "Content Management Solutions for the Smithsonian Institution's Center
    for Folklife and Cultural Heritage." University of Washington Department of Technical
    Communication Master’s Thesis, December 2003.
14. Jonassen, D.H. and C.S. Carr. "Mindtools: Affording Multiple Knowledge
    Representations for Learning." Computers as Cognitive Tools. Ed. S.P. Lajoie, Lawrence
    Erlbaum Associates, 2000. Mahwah, NJ. p. 165-196.
15. Kligyte, G. "‘I Think I Know What Is Good For You?’ User Interface Design for a CSCL
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    September 2001.
16. Leinonen, T., Virtanen, O., Hakkarainen, K., Kligyte, G. "Collaborative Discovering of
    Key Ideas in Knowledge Building." Proceedings of the Computer Support for
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17. Maple, Amanda. Faceted Access: A Review of the Literature. Music Library Association.
    <http://www.musiclibraryassoc.org/>.
18. Mescellany, Peter. Innovation in Classification. September 23, 2001
    <http://www.peterme.com/archives/00000063.html>.
19. Noy, N. and McGuinness, D. L.. Ontology Development 101: A Guide to Creating Your
    First Ontology. 2001, <http://smi-web.stanford.edu/pubs/SMI_Abstracts/SMI-2001-
    0880.html>.
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    knowledge: the ever-changing role of cataloging." Information Outlook (2002) 6: 4, 30-4,
    37-40.
21. Ranganathan, S.R. Colon Classification, Basic Classification. 6th ed. Asia Publishing
    House, New York, 1963.
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    Communities." CSCL: Theory and Practice of an Emerging Paradigm. Ed. T.
    Koschmann, 1996. Lawrence Erlbaum Associates: Mahwah, NJ. p. 249-268.
23. Shuyler K, Wagner T, et al. "Transforming Web-based Patient Education at the
    University of Washington and Beyond." PETTT Report, 2001.
24. Shuyler, K., Wagner, T., Macklin, T., Louie, A., Shelton, B., Maddox, E., Turns, J., and
    Matsen III, F. A., Transforming web-based patient education at the University of


                                                                                             175
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          Washington and beyond. 2002
          <http://depts.washington.edu/pettt/papers/arthritis/may2002.pdf>.
      25. Turns J, Liu K, Wagner T. "Moving Toward Knowledge Building Communities in Health
          Information Website Design." Computer Supported Collaborative Learning Conference,
          2002.
      26. Veen, Jeffrey. Faucet Facets: A Few Best Practices for Designing Multifaceted
          Navigation Systems. Adaptivepath, June 4, 2002
          <http://www.adaptivepath.com/publications/essays/archives/000034.php>.
      27. Warner, Amy J. "Metadata & Taxonomies for a More Flexible Information Architecture."
          3rd Annual Information Architecture Summit. March 16, 2002.
      28. Wheatley, A.; Armstrong, C.J. "Metadata, recall, and abstracts: can abstracts ever be
          reliable indicators of document value?" ASLIB Proceedings (1997) 49:8, 206-13.
      29. The Zope Community <http://www.zope.org>.
      30. Faceted Classification of Information. The Knowledge Management Connection, June
          31, 2002 <http://www.kmconnection.com/DOC100100.htm>.
      31. The Emperor’s Complex Clothes. Elegant Hack, June 2002
          <http://www.eleganthack.com/archives/002780.html#002780>.




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