Horizontal patron display in web-based interface

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Currently, the future web-based Evergreen software being planned for in 2 or 3 versions will not allow a horizontal patron display as we are currently using now.  Hence, all brief patron information will default to the left side, as was the original default when we first started using Evergreen.  It is important in a busy Circulation environment for staff to see all patron information as quickly as possible without scrolling.  Additionally, if the web-based design continues to use columns, there will be less room for them if the patron information is on the side.  I am asking that developement of the brief patron record remain at the top of the screen when staff accesses patron accounts in the new web-based version.

Category

Status: 
Under review

Comments

Re: Horizontal patron display in web-based interface

Moderator

Many people probably haven't seen the web-based client yet. Therefore, I'm attaching a screenshot to show what it looks like at this time. It still is a work-in-progress, and more fields will be added to the patron summary.

Re: Horizontal patron display in web-based interface

Hi,

This is extremely similar to the default that C/WMARS employed when we first used Evergreen.  Many of us wished to have a horizontal display with patron information at the top in a brief display.  Even those who were hesitant about the format came to realize it works much better for staff on a public service desk.  C/WMARS currently uses the horizontal format.  I would like to see the same format in the web-based version, too.

Re: Horizontal patron display in web-based interface

If subsequent web-based editions of Evergreen do not allow for the horizontal placement of patron information then they should not be implemented until that is fixed!

Re: Horizontal patron display in web-based interface

I agree with Brian.

I am constantly adding columns to the display, even if temporary, and the more columns, the more squished the display with the patron summary along the left side.

The horizontal patron info along the top has worked wonderfully for us. Just the basic needs for the brief display as shown in the following screenshot:

Re: Horizontal patron display in web-based interface

I agree with Brian.

I am constantly adding columns to the display, even if temporary, and the more columns, the more squished the display with the patron summary along the left side.

The horizontal patron info along the top has worked wonderfully for us. Just the basic needs for the brief display as shown in the following screenshot:

Re: Horizontal patron display in web-based interface

I admit, I wasn't a fan of the idea of a horizontal display at first, but once I got used to it I loved it. The thing that I like most about horizontal display is that all of the fields we choose to have in that space are visible all the time. There's no scrolling to see information - and no missing information because you forget to scroll to see if a field has "fallen" below the bottom of the vertical display.

I think that a vertical display is inherently fluid - If information runs long, the entire display has to move down to accomodate it. In a horizontal display, however, the fields are in columns and are static rather than fluid. Even if an alert is really long (requiring you to scroll in order to read the entire text of the alert), the PLACEMENT of that field and all of the other fields remains static. This allows the eye to become accostomed to looking at a certain spot on the screen for certain information. On the horizontal display, the phone number for the patron is always in exactly the same spot whether the patron has no alert message or one that runs on for many paragraphs. In a vertical display, the phone number might be halfway down the side of the screen or off the screen, depending on the length of other fields like the alert message.

Re: Horizontal patron display in web-based interface

While we are discussing the placement of the patron information, I thought it might be a good oppurtunity to discuss it's content as well. I've done a mock-up which I think is an improvement on what we have now. I'd love to here other folks ideas on this as well. If we can come up with a really good proposal for how this would look and work, that will make it easier to sell it to the Evergreen community as an option worth including in the main version.

(The clipboard icon next to the card number would be a button allowing the card number to be copied in a single click.)

 

 

Re: Horizontal patron display in web-based interface

This is a good mock-up.  I would like to continue to see alert messages in the brief patron record as busy Circ. staff need no more buttons to quickly read something.  I really like that holds ready are highlighted in red.

Re: Horizontal patron display in web-based interface

What is a brief patron record?

The only button I have proposed is the copy button by the barcode number, which should save staff time since it need not popup a confirmation message that must be dismissed, as the current link does.

Re: Horizontal patron display in web-based interface

Just adding a note that clicking on the little blue arrow icon (at the top right of the patron summary info) minimizes that section so that you have more space to view your columns.