[open-ils-commits] [GIT] Evergreen ILS branch rel_3_0 updated. add2c11f4474f0f8466e341fef31f75a200e1e2f
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- Log -----------------------------------------------------------------
commit add2c11f4474f0f8466e341fef31f75a200e1e2f
Merge: 2d92499 a40ec49
Author: Jane Sandberg <sandbej at linnbenton.edu>
Date: Thu Nov 16 20:30:45 2017 -0800
Merge branch 'rel_3_0' of git.evergreen-ils.org:Evergreen into rel_3_0
commit 2d9249978032e6d0e1f8a56180a33deb02dd20ec
Author: Jane Sandberg <sandbej at linnbenton.edu>
Date: Thu Nov 16 20:29:11 2017 -0800
Docs: search scope info
Signed-off-by: Jane Sandberg <sandbej at linnbenton.edu>
diff --git a/docs/admin/search_interface.adoc b/docs/admin/search_interface.adoc
index 92685dc..eb4a4b2 100644
--- a/docs/admin/search_interface.adoc
+++ b/docs/admin/search_interface.adoc
@@ -97,4 +97,24 @@ You may also change the default number of facets appearing under each category
by editing the _facet.default_display_count_ value in _config.tt2_. The default
value is 5.
+Facilitating search scope changes
+---------------------------------
+
+Users often search in a limited scope, such as only searching items in their
+local library. When they aren't able find materials that meet their needs in
+a limited scope, they may wish to repeat their search in a system-wide or
+consortium-wide scope. Evergreen provides an optional button and checkbox
+to alter the depth of the search to a defined level.
+
+The button and checkbox are both enabled by default and can be configured
+in the Depth Button/Checkbox section of config.tt2.
+
+Noteworthy settings related to these features include:
+
+* `ctx.depth_sel_checkbox` -- set this to 1 to display the checkbox, 0 to hide it.
+* `ctx.depth_sel_button` -- set this to 1 to display the button, 0 to hide it.
+* `ctx.depth_sel_depth` -- the depth that should be applied by the button and
+checkbox. A value of 0 would typically search the entire consortium, and 1 would
+typically search the library's system.
+
commit 153b577a88109fcbc4b35cf09808f62bc8c2febb
Author: Jane Sandberg <sandbej at linnbenton.edu>
Date: Thu Nov 16 20:11:20 2017 -0800
Docs: making tt2 docs more modular
Signed-off-by: Jane Sandberg <sandbej at linnbenton.edu>
diff --git a/docs/admin/search_interface.adoc b/docs/admin/search_interface.adoc
new file mode 100644
index 0000000..92685dc
--- /dev/null
+++ b/docs/admin/search_interface.adoc
@@ -0,0 +1,100 @@
+Designing the patron search experience
+======================================
+
+Editing the formats select box options in the search interface
+---------------------------------------------------------------
+
+You may wish to remove, rename or organize the options in the formats select
+box. This can be accomplished from the staff client.
+
+. From the staff client, navigate to *Administration -> Server Administration -> Marc Coded
+Value Maps*
+. Select _Type_ from the *Record Attribute Type* select box.
+. Double click on the format type you wish to edit.
+
+To change the label for the type, enter a value in the *Search Label* field.
+
+To move the option to a top list separated by a dashed line from the others,
+check the *Is Simple Selector* check box.
+
+To hide the type so that it does not appear in the search interface, uncheck the
+*OPAC Visible* checkbox.
+
+Changes will be immediate.
+
+Adding and removing search fields in advanced search
+-----------------------------------------------------
+
+It is possible to add and remove search fields on the advanced search page by
+editing the _opac/parts/config.tt2_ file in your template directory. Look for
+this section of the file:
+
+----
+search.adv_config = [
+ {adv_label => l("Item Type"), adv_attr => ["mattype", "item_type"]},
+ {adv_label => l("Item Form"), adv_attr => "item_form"},
+ {adv_label => l("Language"), adv_attr => "item_lang"},
+ {adv_label => l("Audience"), adv_attr => ["audience_group", "audience"], adv_break => 1},
+ {adv_label => l("Video Format"), adv_attr => "vr_format"},
+ {adv_label => l("Bib Level"), adv_attr => "bib_level"},
+ {adv_label => l("Literary Form"), adv_attr => "lit_form", adv_break => 1},
+ {adv_label => l("Search Library"), adv_special => "lib_selector"},
+ {adv_label => l("Publication Year"), adv_special => "pub_year"},
+ {adv_label => l("Sort Results"), adv_special => "sort_selector"},
+];
+----
+
+For example, if you delete the line:
+
+----
+{adv_label => l("Language"), adv_attr => "item_lang"},
+----
+
+the language field will no longer appear on your advanced search page. Changes
+will appear immediately after you save your changes.
+
+You can also add fields based on Search Facet Groups that you create in the
+staff client's Local Administration menu. This can be helpful if you want to
+simplify your patrons' experience by presenting them with only certain
+limiters (e.g. the most commonly used languages in your area). To do this,
+
+. Click *Administration -> Local Administration -> Search Facet Groups*.
+. Click *New*.
+. Enter descriptive values into the code and label fields. The owner needs to
+be set to your consortium.
+. Once the Facet Group is created, click on the blue hyperlinked code value.
+. Click the *New* button to create the necessary values for your field.
+. Go to the _opac/parts/config.tt2_ file, and add a line like the following,
+where *Our Library's Field* is the name you'd like to be displayed next to
+your field, and *facet_group_code* is the code you've added using the staff
+client.
++
+----
+ {adv_label => l("Our Library's Field"), adv_filter => "facet_group_code"},
+----
+
+Changing the display of facets and facet groups
+-----------------------------------------------
+
+Facets can be reordered on the search results page by editing the
+_opac/parts/config.tt2_ file in your template directory.
+
+Edit the following section of _config.tt2_, changing the order of the facet
+categories according to your needs:
+
+----
+
+facet.display = [
+ {facet_class => 'author', facet_order => ['personal', 'corporate']},
+ {facet_class => 'subject', facet_order => ['topic']},
+ {facet_class => 'series', facet_order => ['seriestitle']},
+ {facet_class => 'subject', facet_order => ['name', 'geographic']}
+];
+
+----
+
+You may also change the default number of facets appearing under each category
+by editing the _facet.default_display_count_ value in _config.tt2_. The default
+value is 5.
+
+
diff --git a/docs/admin_initial_setup/designing_your_catalog.adoc b/docs/admin_initial_setup/designing_your_catalog.adoc
index ed18c63..0e13ce9 100644
--- a/docs/admin_initial_setup/designing_your_catalog.adoc
+++ b/docs/admin_initial_setup/designing_your_catalog.adoc
@@ -373,103 +373,6 @@ Changes require web server reload to take effect. As root run the command
service apache2 restart
----
-
-Editing the formats select box options in the search interface.
----------------------------------------------------------------
-
-You may wish to remove, rename or organize the options in the formats select
-box. This can be accomplished from the staff client.
-
-. From the staff client, navigate to *Administration -> Server Administration -> Marc Coded
-Value Maps*
-. Select _Type_ from the *Record Attribute Type* select box.
-. Double click on the format type you wish to edit.
-
-To change the label for the type, enter a value in the *Search Label* field.
-
-To move the option to a top list separated by a dashed line from the others,
-check the *Is Simple Selector* check box.
-
-To hide the type so that it does not appear in the search interface, uncheck the
-*OPAC Visible* checkbox.
-
-Changes will be immediate.
-
-Adding and removing search fields in advanced search
------------------------------------------------------
-
-It is possible to add and remove search fields on the advanced search page by
-editing the _opac/parts/config.tt2_ file in your template directory. Look for
-this section of the file:
-
-----
-search.adv_config = [
- {adv_label => l("Item Type"), adv_attr => ["mattype", "item_type"]},
- {adv_label => l("Item Form"), adv_attr => "item_form"},
- {adv_label => l("Language"), adv_attr => "item_lang"},
- {adv_label => l("Audience"), adv_attr => ["audience_group", "audience"], adv_break => 1},
- {adv_label => l("Video Format"), adv_attr => "vr_format"},
- {adv_label => l("Bib Level"), adv_attr => "bib_level"},
- {adv_label => l("Literary Form"), adv_attr => "lit_form", adv_break => 1},
- {adv_label => l("Search Library"), adv_special => "lib_selector"},
- {adv_label => l("Publication Year"), adv_special => "pub_year"},
- {adv_label => l("Sort Results"), adv_special => "sort_selector"},
-];
-----
-
-For example, if you delete the line:
-
-----
-{adv_label => l("Language"), adv_attr => "item_lang"},
-----
-
-the language field will no longer appear on your advanced search page. Changes
-will appear immediately after you save your changes.
-
-You can also add fields based on Search Facet Groups that you create in the
-staff client's Local Administration menu. This can be helpful if you want to
-simplify your patrons' experience by presenting them with only certain
-limiters (e.g. the most commonly used languages in your area). To do this,
-
-. Click *Administration -> Local Administration -> Search Facet Groups*.
-. Click *New*.
-. Enter descriptive values into the code and label fields. The owner needs to
-be set to your consortium.
-. Once the Facet Group is created, click on the blue hyperlinked code value.
-. Click the *New* button to create the necessary values for your field.
-. Go to the _opac/parts/config.tt2_ file, and add a line like the following,
-where *Our Library's Field* is the name you'd like to be displayed next to
-your field, and *facet_group_code* is the code you've added using the staff
-client.
-+
-----
- {adv_label => l("Our Library's Field"), adv_filter => "facet_group_code"},
-----
-
-Changing the display of facets and facet groups
------------------------------------------------
-
-Facets can be reordered on the search results page by editing the
-_opac/parts/config.tt2_ file in your template directory.
-
-Edit the following section of _config.tt2_, changing the order of the facet
-categories according to your needs:
-
-----
-
-facet.display = [
- {facet_class => 'author', facet_order => ['personal', 'corporate']},
- {facet_class => 'subject', facet_order => ['topic']},
- {facet_class => 'series', facet_order => ['seriestitle']},
- {facet_class => 'subject', facet_order => ['name', 'geographic']}
-];
-
-----
-
-You may also change the default number of facets appearing under each category
-by editing the _facet.default_display_count_ value in _config.tt2_. The default
-value is 5.
-
Change Date Format in Patron Account View
-----------------------------------------
Libraries with same-day circulations may want their patrons to be able to view
diff --git a/docs/root_command_line_admin.adoc b/docs/root_command_line_admin.adoc
index 4d27150..43b2dc5 100644
--- a/docs/root_command_line_admin.adoc
+++ b/docs/root_command_line_admin.adoc
@@ -139,6 +139,8 @@ include::admin/template_toolkit.adoc[]
include::admin_initial_setup/designing_your_catalog.adoc[]
+include::admin/search_interface.adoc[]
+
include::opac/sitemap.adoc[]
include::admin/sitemap_admin.adoc[]
-----------------------------------------------------------------------
Summary of changes:
docs/admin/search_interface.adoc | 120 ++++++++++++++++++++
.../designing_your_catalog.adoc | 97 ----------------
docs/root_command_line_admin.adoc | 2 +
3 files changed, 122 insertions(+), 97 deletions(-)
create mode 100644 docs/admin/search_interface.adoc
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