Contributions old

CONTRIBUTION SEARCH

In order to access the Contribution application you first need to be logged in to the ETSI portal (http://portal.etsi.org).

You have two ways of accessing this application:

1st way:

Select a Technical body/Working Group/Task Group. On this page you will see a new Contributions portlet appearing. On the top of this portlet you see two buttons:

• Contribute - to create a New Contribution

• Search - to access the search screen in the contribution application

Click on the search button to access the contribution application search functions.

2nd way

Go on the "Meeting Calendar" Portlet and select the meeting you wish to contribute to. The system displays the following meeting details page.

On this above screen you can:

• Create a New contribution

• View the contributions that have been attached to this meeting

• Access the docbox area of all contributions attached to this Technical Body

The search main screen is used to find a specific set of contributions depending on certain criteria.

From this screen you can specify the context in which your search will be performed. The list box ‘’Available Criteria list’’ proposes the following criteria:

Select one criterion and click on the button in order to move it from the "Available Criteria list" to the “Selected Criteria list”, repeat the action should you wish to add other criteria. To select all criteria at once click on . When your selection is finished click on See screen capture below:

In the next screen, a list box ‘’criteria list’’ recollecting your chosen criteria is displayed. In order to define your criteria value you first need to select one of your criteria from the ‘’criteria list”. The right part displays the criterion value.

Note: The criterion value and the operator selection depend on the selected search criteria. It can be value selection from a list, value selection from input date fields (using calendar), or free text input.

In order to affine your criteria, click on one of the selected criteria and inform the value you wish i.e. Click on For Decision, Discussion, Information, the list of those 3 items appears on the right list box, then select one of them and click on the button , the criterion’s value appears then in the criteria list.

After having defined your filter criteria’s value click on “refresh” and the search query is submitted. In order to remove a criteria or/and a value from the Criteria list, click on the blue cross close to the criteria/value in the list. Should you wish to cancel all your pre defined criteria and values, click on "clear all" Should you click on the "New" button that allows you to define new search filter criteria then all values and all criteria are removed from the list box. To save your query and being able to retrieve your favourite ones each time you log in the portal click on button save as under the Criteria list, a pop up opens asking you the name of your query, fill in the name of your query and click OK:

The custom query is saved and appears on the left part of the screen under "My queries".

Update a saved query:

To update a saved query, click on one of them under ‘’My query’’ and click on the button "edit query" on the top right of the screen. Your query is expanded and you can update some/all your filter criteria. Finish by clicking on "save", then the custom query is updated into the database.

Define your view format

Should you wish to perform a search without the need to save it, then repeat the actions below except the save part of your query and click on the button "Refresh". The result grid displays all records found in the database which match the query executed by the user.

It is possible to select a predefined view format to display the result. A menu "Select view Format" is displayed at the top of the section, above the grid. It displays the list of actions available on view format, and it displays the list of available view formats (default view format, any number of custom view formats).

Note: A view format is a selection of columns of the result grid. It also contains data about the column order, sort, grouping, and width.

When selecting the item "Edit view Format" from the menu "select view format" as shown in print screen above, a pop-up opens which allows you to customize your preferred view by defining the columns you would like to see displayed in the result grid of contributions. You can also select the order in which the columns are displayed.

See figure below:

Should you wish to display all available columns then use the that will move all the items from the left to the right column. Should you wish to remove the selected items except "Contrib ID", "Title" and "Actions which are mandatory, then click on

Should you wish to select items one by one then select the wished item in the left part of the pop-up and use to move it to the right part. Should you wish to remove one item from the selected list then select this item and click on

To order your selected columns use the up and down button on the right of the pop-up screen.

CREATE A CONTRIBUTION

IMPORTANT: Only logged users can reserve/upload contributions.

There are two places on the portal from which a user can reserve a contribution:

• From the Portal Contributions portlet by clicking on the "contribute" button

• From the Contribution application itself by clicking on "New contribution"

After having clicked on one of these buttons, a pop-up opens asking you to choose your contribution types.

Contributing a Meeting Agenda, a Meeting Report, a Change Request, a Liaison Statement, or an "Other contribution" type

The Contribution Creation screen opens on the General tab.

The General tab

Several attributes need to filled, these attributes will allow categorization and retrieval of contribution documents.

All attributes except Contact and Abstract are mandatory.

• Title: free text
• Source: When clicking on the "Change" button near the field "Source", a pop-up "Manage Source" opens (see figure below). 4 different types of Source are available:
  • Organisations: a company allowed to contribute to the technical work of a committee
  • ETSI committees: an active ETSI (sub-)Technical Body
  • Roles: Chairman, Vice-Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI support
  • Other: free text describing a role not matching one of the above categories

Note: there can be more than one source for a contribution (example: company A, company B, and company C) yet all sources of a contribution have to be of the same type.

• Contact: Free text

• Meeting - Allocation:

You can assign a contribution to ONE meeting (and one allocation) by clicking on the "Change" button next to Meeting - Allocation. Contributions assigned to a meeting are then listed in the Meeting's Document list.

The system retrieves all recent, ongoing and future meetings for the related committee (including joint meetings).

There is also the possibility to attach your contribution to an allocation (if some exists). Those allocations could be for instance agenda items.

Selecting a meeting (and an allocation) in the list(s) will display further information in the grey box below. Once the correct selection is made, you can ssign the contribution to your selected meeting with the [Assign] button. The assignment will be effective after saving your contribution.

• Document For: to inform the committee whether your contribution is for Decision, for Discussion, or Information

In case your contribution is for decision you then have to describe the expected decision by filling in the "Decision/Action requested" box

• Abstract: Free text summarizing the content of the contribution

You then have the possibility to link your contribution to a meeting.

The Meeting(s) tab

Linking contributions to a meeting will allow the filtering of contributions in order to display only the ones that have been linked to a selected meeting. To link a contribution to a meeting, select the Tab "Meeting(s)" from the top bar of the Contribution window.

The system retrieves the ongoing and future meeting of the committee, you can still use the text field that allows you to filter the content of the list box and/or to call other meetings from other committees as you can attach a contribution to any ETSI TB meetings.

There is also the possibility to attach your contribution to an allocation (if some exists). Those allocation could be for instance agenda items.

Select the meeting from the displayed list and an allocation and click on the select button.

The selected meeting and allocation are displayed at the bottom of the pop-up with a red cross in case you decide to remove this chosen meeting and select a new one:

The Related Work Items tab

You can also attach your contribution to a related work item

The system displays all the work item attached to the committee you contribute for, the text field allow you to filter the content of the box or to search for other ETSI work items. It is possible to select more than one work item. Select one Work item in the displayed list and click the "Add" button, the selected work item appears on the left part of the pop-up with a red cross which allow you to remove it.

The Related Contributions tab

You can also refer to one or several other contributions and link them to the contribution you are submitting.

This feature can be used (for example) to place your contribution in the context of other ones, and help its understanding.

This feature could also be used to point the attention of the reader to a contribution of another committee which you consider as for interest as well...

To do so, the selection mechanism is similar as for "Add related Work Item", except that instead of linking WIs you are linking other contributions.

saving your contribution

Your contribution can now be Saved.

Note: The information in relation to Meetings, Related Work items and Related Contributions are not mandatory, the contribution can be saved as soon as the attributes from the General Tab are filled (except for New WI proposals and New Drafts).

Once you click on the Save button, it will receive a Unique contribution Identifier (UID) and a new record will be added to the contribution database. Your contribution appears now with status RESERVED.

The next steps are:

• Download the Cover Page for your contribution with the "Get cover page" button: the system will PUSH a contribution template pre-filled with the information you have entered in the General Tab.
• Edit the cover page, add your content, and save it on your computer.
• Upload the final contribution with the "make available" button

Contribute a New Work Item (NWI) proposal

When informing the system that you intend to contribute a New WI proposal by ticking it in the list of contributions types, a pop-up appears explaining that you won't be able to change the type of your contribution in the next steps. As the new work item is treated in different manner as the other contributions.

Create a New Work Item Proposal

To create a NWI proposal, you first need to fill in the attributes from the general tab:

After having filled in the attributes from this tab, then click on "next " button or select the tab "WI details" from the top bar menu:

This tab reflects the content of the New Work Item sheet you are used to utilize. To make available (reserve and upload) a NWI proposal you need to inform the following fields: - WI committee - Titles (Formal Title, Formal Title 2) - Scope of the work

You can present your contribution to the chosen Committee with only those 3 fields filled in. Nevertheless you will need to inform the system about the other fields in order to be able to "accept" this Work Item.

In addition to the above listed mandatory fields, the following fields are mandatory to pass the Work Item proposal from the status "available" to "accepted":

- Deliverable: New or revision of an existing standard

Note: If this new work item proposal is the revision of an existing Work Item, then you can enter the ETSI number (e.g. EN 383 001) or the reference of the Work Item to be revised (e.g. DEN/TISPAN-03008) and the system will retrieve all the information available from the Work Programme.

- Standards type: EN, TR, TS, EG, ES, GS

- To be Published as Version

- Working Title

- Rapporteur

- Supporting Companies

- Schedule

- Keywords

Note: A button "Check Work Item proposal" allows you to check whether your contribution is ready for approval, with all needed attributes filled in or not. If not, then the system informs you of the missing fields.

Then click on "save" button. The systems retrieves your contribution details. You can leave the application at any time leaving your contribution in the "reserved" status or you can "upload/make it available" from this screen:

Update and Progress an existing Work Item

Should you have created a New Work Item at Working Group/Task Group level and got it approved by this WG/TG. You will need to get it approved by the Parent Technical Body. To do that you need to create a new contribution, choose the type "New Work Item", fill in the data under the "General" Tab, select the "WI Details Tab" and select the button "Update and Progress an existing Work Item (See below). The system enable a new field called "Existing Proposed Work Item (PWI)", in this drop down list the system is asking you to choose the PWI you want to progress and contribute to the parent community.

Note: The PWI of the Work Item you've contributed to the WG.TG can be found on the contribution file.

When selecting the PWI refernece in the drop down list, the systems retrieves all data from the first creation of this Work Item

You can then attach your contribution to a meeting, related Work Item or Related contribution and click on "Save".

The systems retrieves your contribution details. You can leave the application at any time leaving your contribution in the "reserved" status or you can "upload/make available" from this screen:

Make available a Work Item Proposal

You can make available a Work Item proposal which is in "Reserved" Status. To make it available you need to proceed to the upload of the contribution which is done automatically for this type of contribution.

Note: For the Work Item Proposal Contribution, there is no need to get cover page as the system will take all data and generate it automatically.

It is possible to upload the file from two destinations:

1) From the reservation confirmation screen

Click on "upload/make it available", a pop-up is displayed

Click on Ok and the system will automatically generate the contribution and upload it.

Your New Work Item proposal is now in status "Available".

Contribute a draft

Before to contribute a draft to a TB or WG, the draft MUST first be uploaded on the ETSI server via the Latest Drafts application.

Uploading a draft with the Latest Draft application

Uploading a draft with the Latest Draft application is the only way to make the system aware of the availability of a draft and of its relation with a specific version of a Work Item. The Latest Draft application is available on every Technical Body's homepage.

To upload a new version of a draft: click on the next to the Work Item reference for which you want to upload a draft. This will allow you to upload a new version of a draft, to assign a status to this draft by choosing a Maturity Milestone ("Early draft ", "Stable draft", or "Final draft for approval") and to manage the target dates for these Maturity milestones.

Note: If it is the first time a draft is uploaded for a given Work Item, the system will then display a pop-up allowing you to define an optional sub-folder where all drafts versions for this Work Item will be grouped: You can define this optional sub-folder by modifying the Work Item path, or leave the system's suggestion and click on the "Save" button.

The following pop-up window is then displayed:

To upload a new version of a draft, select in the above screen "the upload new draft button", then click on the browse button and choose your file from your computer.

Should you wish to change the status of this draft, select it in the new status drop down list.

You can also "Manage target dates" for this draft by clicking on the button related:

Click on "Save" should you change these target dates and then clcik on "Save" to confirm the upload of your draft. The system displays a upload confirmation message. Your draft has been succesfully uploaded.

Contribute a draft from the Latest drafts application

Now that your draft is available of the latest drafts server you can contribute it from this application by clicking the button that will directly drive you to the creation screen of the contribution application.

The "General" Tab is pre-filled with all information the system could retrieve from the Latest draft application. Fill-in the Title, choose whether your draft is for information, discussion or decision, you can type free text in the abstract box and click on next or select the tab "Draft" at the Top of this window.

The system has retrieved all information in relation to the draft you have uploaded on latest drafts and that you are contributing to the Technical Committee.

You can also attach your contribution to:

- Meeting

- The related work item tab is pre filled by system with the right Work Item reference of your draft

- Related contribution

Reserve a contribution of type "DRAFT" from the Contribution application

To contribute a draft from the contribution application, first repeat the steps described in Part 2.CREATE A CONTRIBUTION of the present page, then choose the type "New draft" from the list of contribution types.

The system displays the general Tab which you are asked to fill in, ... click on the "NEXT" button or select the tab "Draft" at the top of the window. The system will display the following screen:

From this screen you will select:

• WI committee: drop-down list of all ETSI committees.

• WI reference: drop-down list of all active WIs belonging to the selected committee and for which at least one draft is available on the server.

• Version: drop-down list displaying the available draft versions for this WI (i.e. drafts that have already been uploaded on the server via the Latest Draft application).

If the draft version that you want to contribute is only on your PC (i.e. it has not yet been uploaded), then click on the button that will open the Latest Draft pop-up window that allow you to upload it.

From this pop-up, upload your new draft and click on "Save": your draft will be uploaded in the drafts area of the relevant committee. Once back in the Draft tab of the Contribution screen, you will be able to select and contribute the draft version that you have just uploaded.

You may then attach your contribution to a meeting, link it to other contributions, and click on "Save" when done.

Your contribution is now in a "Reserved" State, it is still not physically available in the contribution area.

Make Available a contribution of type "DRAFT"

As the draft you are contributing is already on the server, the systems knows where to find it, therefore all you have to upload (to make your contribution available ) is a cover page that will be zipped together with the draft. You need to get the cover page from the system, update it with any useful information that will help other delegates understanding your draft, and make it available as a companion file to your draft.

To get the cover page, click on the "Get cover Page" button on the reservation confirmation screen (see below)

Save the cover page on your computer and then click on the button "Upload/Make available" to upload it.

The system has retrieved the draft from the Latest draft application and added the cover page into a zip file. Your contribution is uploaded and appears as "Available" in the list of contributions.

Note: You can also upload your draft cover page from the "More" button on the line of your contribution in the list of contributions.