New Publication Structure

New Publication Structure

Publication structure is the main part of Publication. It is represented by Publications tree, where you can manage the content of the Publication.

Publication has been created (see more Publication).

To create a new Publication Structure

  1. Choose the Search icon, enter Publications (Publication Management/Publications), and then chooose the related link.
  2. Open Publication Card for which you want to prepare the structure.
  3. Click on Publication Structure on the Ribbon Tab Home under Data.
  4. Switch on Actions Ribbon Tab and start creating the structure with Insert New Peer and Insert New Child.

Alternative steps

  1. Go to Edit Publication Tree (Publication Management/Edit Publication Tree).
  2. Select the Publication for which you want to prepare the structure.
  3. Switch on Actions Ribbon Tab and start creating the structure with Insert New Peer and Insert New Child.

Insert Peer into Publication Structure

Publication structure is the main part of Publication. It is represented by Publications tree, where you can manage the content of the Publication. You can insert Chapter, Product group, Item group and Items as a new peer or the new child.

Default structure is done (Catalog Group, Chapter, Products Groups, Item Groups, Items exist).

To insert new peer into publication structure

  1. Go to Publication Structure (Publication Management/Edit Publication Tree).
  2. Switch on Actions Ribbon Tab:
    1. Insert New Peer – insert entity on the same level that is marked.
    2. Insert New Child - insert into the group that is marked.

Drag and Drop Publication Structure

Drag and drop serves to an easy editing of the Publication Structure. If you want to move the line of structure on to the new place you can drag and drop it.

Publication has been created (see more Publication).

To move the lines of the Publication Structure

  1. Choose the Search icon, enter Publications (Publication Management/Publications), and then choose the related link.
  2. Open Publication Card for which you want to move lines in the structure.
  3. Click on Publication Structure on the Ribbon Tab Home under Data.
  4. Or go to Edit Publication Tree (Publication Management/Edit Publication Tree).
  5. Select line of publication structure, drag and drop it to a new place.

Update and Reorganize Publication

If you need to update the publication, you can click on Update or Reorganize publication. Update publication is used to update the information in the publication (structure). Reorganize Publication is used to update changes in the Publication (structure).

New information or items have been added to the structure or to entity card.

Lock and Unlock Publication

If you do not want to interfere with the preparation of Publication of your colleagues, you can Lock the publication. As a superior, you have the right to unlock any Publication (Force unlock).

Publication has been created (see more Publication).

To lock and unlock the Publication

  1. Choose the Search icon, enter Publications (Publication Management/Publications), and then choose the related link.
  2. Select the Publication which should be locked/unlocked.
  3. Click on Lock or Unlock on the Actions Ribbon Tab under Locking:
    • Lock - locks editing the publication for other users.
    • Unlock – unlock publication for editing.
    • Force Unlock – the right of the superior to unlock any locked Publication.

Release Publication and View Line Change Log

Release is process where the status of created version is set to Certified. Change Log is a change management tool. All changes are saved to the log after release of the Publication. You can browse this list and take a look at changes which were made in the Publication.

Publication has been created (see more Publication) and changes were made there (Insert Peer into Publication Structure and Drag and Drop Publication Structure).

To release the Publication and view Publication Line Change Log

  1. Choose the Search icon, enter Publications (Publication Management/Publications), and then choose the related link.
  2. After you have made all changes in the publication, click on Release button which is on the Actions Ribbon Tab under Versions (this action can take some time).
  3. If the release process has been successful, the system status has been changed back to Certified.
  4. To view all changes of the Publication, switch on Navigate Ribbon Tab and click on Publication Line Change Log button under Master Data.
  5. Browse the list of changes.

Reopen and Release the Publication

If you want to make some changes in certified publication, you have to reopen it first. After you have made all changes you can click on Release to create a new version of the publication. If the Release process has been successful, the status of the created version is set to Certified.

Certified publication exists.

To reopen and then release the publication

  1. Choose the Search icon, enter Publications (Publication Management/Publications), and then choose the related link.
  2. Select the publication and click on Reopen on the Actions Ribbon Tab under Versions.
  3. System Status of the selected publication has been changed from “Certified” to “Under Development” and you are able to make changes in the publication.
  4. After you have made all changes in the publication, click on Release button which is again on the Actions Ribbon Tab under Versions (this action can take some time).
  5. If the release process has been successful, the system status has been changed back to Certified.

Publication Archive List

  • The publication has been created (see more Publication).
  • Publication has been released.

To view Publication versions

  1. Choose the Search icon, enter Publications (Publication Management/Publications), and then choose the related link.
  2. Select the Publication.
  3. Switch on NAVIGATE Ribbon Tab and click on Publication Archive List under Additionals.
Title: New Publication Structure , Author: Pimics Team