[OPEN-ILS-DEV] Web Client (Sprint 1) demo - initial testing results

[Benjamin Kalish]

Also, I just noticed that the record for the patron with card number 145621
the bar on the left says  Items Out: 0 but Overdue: 1. Under the Items Out
tab it correctly lists the number of items out as 1.

Benjamin Kalish
Forbes Library / 413-587-1012 / bkalish at forbeslibrary.org

Currently reading: *Turn Right at Machu Picchu: Rediscovering the Lost City
One Step at a Time* by Mark Adams and *1Q84 *by Haruki Murakami
Just Finished: *Marco Polo: from Venice to Xanadu* by Laurence Bergreen


On Wed, Aug 27, 2014 at 12:16 PM, Benjamin Kalish <bkalish at forbeslibrary.org
> wrote:

> I very much like the idea of using this opportunity to reevaluate the
> menus and splash page.
>
> Search the Catalog definitely belongs under Search, not under Cataloging.
>
> It would great if the splash screen could vary from one user to another.
> There is no need for users who aren't using cataloging functions to see
> them on the splash page, for example.
>
> "Search For Patron By Name" is misnamed, since this is where you go to
> search for a patron by any criteria. It should read just "Search for
> patron".
>
> "Check Out Items" should be "Retrieve Patron by Barcode" since that is
> what it does.
>
> It would be better if the linked "Evergreen Documentation" were only for
> the client. Most of the linked document will be unhelpful to those using
> the client.
>
> Also, some questions and observations about the client in general:
>
> 1. Why is there a separate check-in and capture holds? In my experience,
> we rarely don't want to do both of these things at once. (Apparently this
> is true in the current client too, but I have only ever used check-in
> [which does capture holds, at least the way things are set up here] and I
> didn't realize the other existed until I just checked.)
>
> 2. Why does the Holds Pull List print so differently from the way it is
> displayed on the screen? Can the print view be customized? (I couldn't find
> an appropriately named template under administration.)
>
> 3. When configuring columns, what does is the function of the row labeled
> "sort"?
>
> 4. The "Configure Columns" option is a toggle and so should have a check
> mark when it is in use. It might also be nice to have a button to turn off
> configure columns without having to return to the menu.
>
> 5. The page navigation is very nice, but the grey for disabled icons is
> dark enough that if all the icons are disabled (which happens whenever
> there is only one page of data to show) it isn't cleared that they are
> disabled. If they were lighter this would be clearer.
>
> 6. I wonder if the results per page picker could be labeled more clearly.
> I know "results per page" or "rows per page" is more verbose,  but the
> current label of "rows" doesn't make the function clear.
>
> Thanks for all the hard work, everyone!
>
> Benjamin Kalish
> Forbes Library / 413-587-1012 / bkalish at forbeslibrary.org
>
> Currently reading: *Turn Right at Machu Picchu: Rediscovering the Lost
> City One Step at a Time* by Mark Adams and *1Q84 *by Haruki Murakami
> Just Finished: *Marco Polo: from Venice to Xanadu* by Laurence Bergreen
>
>
> On Wed, Aug 27, 2014 at 9:13 AM, <
> open-ils-dev-request at list.georgialibraries.org> wrote:
>
>> Message: 3
>> Date: Wed, 27 Aug 2014 09:13:40 -0400
>> From: Grace Dunbar <gdunbar at esilibrary.com>
>> Subject: Re: [OPEN-ILS-DEV] Web Client (Sprint 1) demo - initial
>>         testing results
>> To: "McCanna, Terran" <tmccanna at georgialibraries.org>
>> Cc: Evergreen Development Discussion List
>>         <open-ils-dev at list.georgialibraries.org>,       Evergreen
>> Discussion Group
>>         <open-ils-general at list.georgialibraries.org>
>> Message-ID:
>>         <
>> CAOrp-BsszDRraH_Y7va3X3EMW6siSdRWEgmZr7UZEkZdEZyRVQ at mail.gmail.com>
>> Content-Type: text/plain; charset="utf-8"
>>
>> Answers inline.
>>
>>
>> On Mon, Aug 25, 2014 at 6:32 PM, McCanna, Terran <
>> tmccanna at georgialibraries.org> wrote:
>> >
>> > MAIN SCREEN OF INTERFACE:
>> > - Register Patron(s) link missing
>> > - Pull List for Hold Requests link missing
>> > - Catalog Search field missing
>> > - Advanced Search link missing
>> > - Item Status link missing
>> >
>>
>> To be clear, I assume you mean that all of the above should be added as
>> "quick links" from the splash page?
>> These actions
>> - Register Patrons
>> - Pull List for Hold Requests
>> - Catalog Search
>> - Advanced Search
>> - Item Status
>> are all available from the menus at the top.
>>
>> Since we're moving to a browser client and have the opportunity to
>> re-think
>> the splash page I think this might be a good time to get community input
>> as
>> to what actions should be included and how those should be organized.
>> Should there even be a splash page with a browser client and, if so, what
>> should be included as "quick links" by default?
>>
>>
>>
>> > - Is the large Equinox banner across the bottom of the screen present
>> > because it's being hosted on an Equinox server, or is this something you
>> > have added to the default interface?
>>
>>
>> Equinox would never brand the Evergreen open source product with its name.
>> Never.
>> This is simply a style banner to indicate that we are hosting this
>> community test server.  I'm sorry if that wasn't clear.
>>
>>
>> > MENUS:
>> > - Search Catalog link missing from Search dropdown menu
>> >
>>
>> We can add that.  (Right now it appears under Cataloging, for those who
>> are
>> just following the email discussion)  In the current client a link to
>> search the catalog appears under both Cataloging and Search menus. Should
>> we keep them both or eliminate one?
>>
>> PATRON FUNCTIONS:
>> > - When creating a new message on an account there is an empty dropdown
>> box
>> > on the right side of the pop-up window - what is that for? I don't seem
>> to
>> > be able to do anything with it.
>> >
>>
>> What Bill said. It exists in the current client for custom penalties. We
>> should probably put a label on it at the very least.
>>
>>
>> > - the Message pop-up window is missing the field to record staff
>> initials
>> > that is in the current staff client
>> >
>>
>> Good catch.  We'll add that.
>>
>>
>> > ITEMS OUT SCREEN - COLUMN PICKER:
>> > - I didn't go through every option, but there were obvious differences
>> > between the current staff client and the web client and definitely some
>> > columns missing that are in the current staff client.
>> >
>>
>> There are a few things missing (like checkout/checkin workstation and circ
>> or renewal worktation), and the list of values in the web based client is
>> not ordered alphabetically.  We can fix the latter and the former is due
>> to
>> one of the known challenges going to a web interface.  A longer and more
>> explanatory email to come on that.
>>
>>
>>
>> > - Show All Columns and Hide All Columns don't appear to do anything
>> >
>>
>> They surely don't.  And honestly, I would not recommend anyone ever use
>> "show all columns" - do we really need that option when we have 60+ column
>> options?  And, now that I think about it... Has anyone ever user hide all
>> columns except after you accidentally chose show all columns? Any opinions
>> on keeping those functions?
>>
>> - There is an optional column for "Due Date/Time" - what is that for? (It
>> > does not display the date and time from the normal "Due Date" column.)
>> >
>>
>>  The labels come from a different place, since the code is different. The
>> different place they come from calls that column "Due Date/Time" -- it's
>> the same place as the report output gets its column labels. We can choose
>> to allow both columns, or just one, and we can change the labels.
>> Opinions
>> on the this?
>>
>>
>>
>> > - 'Check Out Date/Time' column is empty when turned on
>> >
>>
>> Bug. Will be fixed.
>>
>>
>> > - 'Check Out Date/Time' should be 'Checkout Date/Time' to be consistent
>> > with other terminology
>> >
>>
>> Can do.
>>
>>
>> > - 'Check In Date/Time' should be 'Checkin Date/Time' to be consistent
>> with
>> > other terminology
>> >
>>
>>  Does this even belong on this column picker?  I'm probably missing an
>> obvious use case but when would you have an item in the "items out" list
>> on
>> this interface that has a checkin time?
>>
>>
>> > - There is also a 'Checkin Scan Date/Time' - is that different from
>> > 'Checkin Date/time' ?
>> >
>>
>> Checkin scan date/time is the time the item was actually scanned. The
>> other
>> will give you the checkin date/time after any backdating.
>>
>>
>> >
>> > RENEW ITEM WITH SELECTED DUE DATE:
>> > - date is off (example: select November 5, 2014 as the new date and it
>> > records it as November 4, 2014)
>> >
>>
>> You're correct.  That's a bug.  Fixing...
>>
>>
>> > - does it matter what format the date is entered in? is there going to
>> be
>> > a calendar picker next to date fields like this?
>> >
>>
>> See Bill's answer. :)
>>
>>
>> >
>> >
>> > SCAN ITEM AS MISSING PIECES:
>> > - it displays a field called Patron Barcode rather than Item Barcode
>> >
>>
>> Oops!  It surely does.  We will fix the mislabeling.
>>
>>
>> Thanks for the testing and feedback!
>> Grace
>>
>>
>>
>> > Terran McCanna
>> > PINES Program Manager
>> > Georgia Public Library Service
>> > 1800 Century Place, Suite 150
>> > Atlanta, GA 30345
>> > 404-235-7138
>> > tmccanna at georgialibraries.org
>> >
>>
>>
>>
>> --
>> Grace Dunbar, Vice President
>> Equinox Software, Inc.  -  The Open Source Experts
>> gdunbar at esilibrary.com
>> 1-877-OPEN-ILS    www.esilibrary.com
>>
>>
>> --
>> Grace Dunbar, Vice President
>> Equinox Software, Inc.  -  The Open Source Experts
>> gdunbar at esilibrary.com
>> 1-877-OPEN-ILS    www.esilibrary.com
>>
>
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