[OPEN-ILS-GENERAL] Feedback requested on patron editor in web client

[Kathy Lussier]

Thanks Terran!



On 07/09/2015 04:26 PM, McCanna, Terran wrote:
> Hi Kathy,
>
> I'm unable to open your Google link (permission error), but I got a peek at Bill's work a month or so ago and it looked great and it responded very quickly. I know he's made some changes since I saw it last, though, so my comments are based on memory.
>
> 1) In my experience, very few people ever use the view required, suggested or all fields links, and for those people that do, I think having those options at the top would be appropriate.
Good to know.

>
> 2) I don't mind the floating Save and Save/Clone buttons except when they overlap other page elements. I also wouldn't mind having them at the bottom of the form - I understand the point about keeping scrolling to a minimum, but I also like the idea of encouraging staff to review the entire form for errors/incomplete information each time it is updated. I wouldn't want the buttons at the top unless they stuck on screen when the screen was scrolled down. This would be a different approach from any of the other screens, but the floating box is already a different approach than the other screens.

FWIW, I think the only form we have in the web client so far that we 
could use as an example for an approach is the place holds form, which 
really is a form for the catalog, but is also used in the client. My 
first step was to see if there were precedents we should be following. 
:) But I could be overlooking something.


>
> Also - what about the alerts that appear under the Save button if there are matching patron names/addresses? Those tend to overlap on a small resolution monitor in the current client too (not sure if Bill was able to find a better way to display those already).
We haven't gotten to that phase of the project yet, but I'll keep it in 
mind for when it comes up.

Thanks!
Kathy

>
>
> Terran McCanna
> PINES Program Manager
> Georgia Public Library Service
> 1800 Century Place, Suite 150
> Atlanta, GA 30345
> 404-235-7138
> tmccanna at georgialibraries.org
> ----- Original Message -----
> From: "Kathy Lussier" <klussier at masslnc.org>
> To: "Evergreen Discussion Group" <open-ils-general at list.georgialibraries.org>
> Sent: Thursday, July 9, 2015 4:00:44 PM
> Subject: [OPEN-ILS-GENERAL] Feedback requested on patron editor in web client
>
> Hi all,
>
> MassLNC has been working with Bill Erickson on a project to move the
> patron editor to AngularJS. As with the other pieces of the web client
> project, we are looking at maintaining feature parity with the old client.
>
> Bill has begun the work and has created a semi-functional wireframe to
> demonstrate the layout of the form. The wireframe brings up one area
> where an element that worked well in the xul client may not work so well
> in the web client.
>
> In the xul client, we have a floating box to the right of the form where
> the Save and Save & Clone buttons are available as well as the options
> to show required, suggested or all fields. The floating box follows you
> along as you scroll up and down the form so that the Save buttons are
> always in easy reach.
>
> The same thing happens in the new Angularized editor, but I'm not sure
> it works as well in the web client. I think it might be a good time to
> consider whether the way we handled this in the old client is the way we
> should handle it in the web client or if there are other ways we might
> be able to provide these options.
>
> I have a screencast showing the current version of the new patron
> editor.
> https://drive.google.com/file/d/0B74gDMUDwDXqM3NjbTZfRjY3RW8/view?usp=drivesdk
>
> At a typical screen resolution, the box with the save options travels
> with you without much trouble, although it does get a little awkward
> when you're scrolling over the separators with the green background. If
> you reduce the screen resolution, we do see a problem where the Save
> area overlaps with the input boxes. I don't know how much of a problem
> this will be since it seems to work fine at resolutions used by
> desktops, laptops, and tablets. However, it could be problematic at
> resolutions used on phones.
>
> I have a couple of questions:
>
> 1. Although I strongly believe the Save and the Save & Clone buttons
> should be in easy reach of the user at any location in the patron
> registration form, I'm not so sure that the options to view required,
> suggested or all fields needs to be there. What do you all think? Are
> those options that you are likely to click when you are at different
> places in the form? Or is it something you set as soon as you load the
> form? If it's the latter, I think the top of the patron registration
> form might be a nice location for them.
>
> 2. Is the floating box the best location for the Save and Save & Clone
> buttons or is there some other way we can keep these options in easy
> reach. When we first started working on this project, I looked at the
> mockup Julia Lima worked on for the Evergreen UI Style Guide project as
> a reference.
> http://media.tumblr.com/69beec7802a938b889bdfa80c7e0d54b/tumblr_inline_nkn0okinXl1t572gy.png
>
> She had placed the "Save" button along the top bar, but I could only see
> that working if the top navigation bar in the web client stuck to the
> top of the screen. We could certainly place the Save buttons at both the
> top and bottom of the screens, but the form is long enough that I could
> see cases where you would be in the middle of the form when you hit your
> save point.
>
> Any ideas on how we might be able to offer easy access to these Save
> options in a different way?
>
> Thanks in advance!
> Kathy
>
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative
> (508) 343-0128
> klussier at masslnc.org
> Twitter: http://www.twitter.com/kmlussier
>

-- 
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
klussier at masslnc.org
Twitter: http://www.twitter.com/kmlussier