Rights Management via Record Phase

Rights Management via Record Phase

Introduction

A new field RightsManagement.RecordPhase is introduced to offer rights/access management of records depending on whether they are published or not.

Linking record statuses and record phases

Each record belongs to one phase: Concept, Published or Archived. To which phase a record belongs depends on the status of the record. The following table gives an overview:

Record Status

Concept or Published?

Record Status

Concept or Published?

New

Concept

Draft.Invalid

Concept

Draft.Valid

Concept

Submitted

Concept

Processing

Concept

Published

Published

Destructed

Published

Rejected

Concept

RejectedForCorrection

Concept

Destructed

Archived

Rights management / User functions

When returning records in the API, a query filter on RightsManagement.RecordPhase is always added internally, depending on the functions of the user. In this way, users have restricted access to records depending on the phase:

Function

Description

Query Filter

Function

Description

Query Filter

ACCESS_PHASE_CONCEPT

users with this function can see records in the concept phase

RightsManagement.RecordPhase:Concept

ACCESS_PHASE_PUBLISHED

users with this function can see records in the published phase

RightsManagement.RecordPhase:Published

ACCESS_PHASE_ARCHIVED

users with this function can see records in the archived phase

RightsManagement.RecordPhase:Archived

  • System users by design have all functions, including all ACCESS_PHASE functions, meaning these system users will automatically have access to all phases

  • All functions ACCESS_PHASE_CONCEPT, ACCESS_PHASE_PUBLISHED and ACCESS_PHASE_ARCHIVED are granted by default to new users

 

Searching on field RecordPhase

  • When searching on field RecordPhase:Concept, you must explicit add a query string IsInIngestSpace:*, otherwise no results will be shown as the engine adds IsInIngestSpace:1 by default, which conflicts with RecordPhase:Concept.