Revision of Performing batch actions in the catalog from Wed, 03/22/2017 - 11:56am

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OPAC-01-2017 - Batch selection from the Search Result Page

Priority:

 1 (Highest Importance)

Description

This project allows users to easily select multiple titles from the search results screen and to perform actions on those titles. It also adds print and e-mail actions to My Lists.

Mockups for this project are available at http://masslnc.org/node/3313.

Requirements

  1. Checkboxes should be available for individual results on the search results page allowing users to select multiple titles.
    1. When a checkbox is selected, highlighting should be applied to the result as a visual cue. Evergreen sites should be able to customize the color of this highlighting.
    2. The title should be added to a cart that displays at the top of the page so that it is visible in search results and when viewing individual records. As each title is added, a counter on the cart should display how many titles have been added to the cart. 
    3. If the user navigates to another page in the result set, the selected titles should remain in the cart.
    4. A 'select all' checkbox should be available to select all titles on a page.
  2. Once titles are selected, users should be able to act on these selections in both of the following ways:
    1. A dropdown menu should be available at the top of the search results page where the user can perform actions listed in requirement 3 on the selected titles.
    2. The user should also be able to click the cart or the 'x selected items' link to access the cart and further manipulate the selected titles:
      1. All of the actions listed in requirement 3 should also be available in the dropdown menu in the cart.
      2. The cart should also provide options to remove selected titles or remove all titles from the cart. 
      3. An option should also be available to sort the cart titles by title, author, publication date and popularity (i.e. all of the sort options currently available in temporary lists). Changing the sort order should also change the order in which the titles are printed or e-mailed. 
  3. Users should be able to perform the following actions on the selected titles:
    1. Place a hold - When selected, the catalog retrieves the same interface currently used when placing holds from a list. When this interface is retrieved through either of the methods in requirement 2,this interface should also provide an option to 'remove selections when done.' 
    2. Add to a list - The catalog should allow users to add to a specific list or to create a new list.
      1.  After selecting this option, the system should provide a dialog informing the user how many items will be added to the list, providing an option to 'remove selections when done', and allowing the user to change the list before hitting 'Submit'.
    3. Print - Before printing, the system should inform the user how many titles are to be printed, provide an option to 'remove selections when done', and ask for confirmation to proceed.
      1. The system should print the same fields that are included when printing from the record summary page.
      2. The bibliographic information for each title should be grouped in the same printout. The printout should display one title after another on the page with sufficient spacing between each title to make the printout legible. There should NOT be page breaks between each title.
    4. Email - Before emailing, the system should inform the user how many titles are to be emailed, provide an option to 'remove selections when done', and ask for confirmation to proceed.
      1. The system should e-mail the same fields that are included in the existing e-mail launched from the record summary page.
      2. The bibliographic information for all titles should be grouped into one e-mail message. 
    5. Add to record bucket - this option should only be available when logged into the client. When selected, the system should provide a dialog where the user can select the bucket (or create a new bucket) to which the titles can be added. The dialog should also provide an option to 'remove selections when done.'
  4. Options to e-mail and print should also be added to temporary lists and permanent lists.
    1. The system should respond to each of these actions in the same manner as described in requirement 3. However, the option to 'remove selections when done' should not be presented to the user when the action is initiated from a list.
  5. Users should have the option to perform actions on an entire list/cart or on selected items in the list/cart.
  6. Removing an item from a cart should deselect it in the search results page and vice versa.

 

About the Cart

The cart will generally have the same properties as a temporary list. The titles in a cart should 'disappear' at the end of the session. Differences between a cart and present-day temporary lists are:

  • You can add to a cart simply by selecting items on the search results page. There is no need to select an 'add to list' option.
  • The 'cart' terminology is something that may be more understandable to users than the 'temporary list' terminology.
  • When retrieving a cart, the contents should display in its own interface, separate from other lists that may be owned by the user.

The community may want to consider the removal of the temporary lists once the cart is available since both essentially serve the same purposes.

OPAC-01a-2017 - Improved e-mail and printing options

Description:

This is an add-on project that requires a separate quote from the above project. This project improves e-mail and printing options in the catalog and provides more flexibility for sites to determine which bibliographic, volume, and copy fields should be included in the output.

Priority:

 2 (Very Important)

Mockups:

Several mockups are included with the project requirements. The intent of the mock-up is to convey the idea of how we would like this development to be implemented. The developer is free to deviate from the proposed mockups provided it is done in consultation with MassLNC.

Requirements:

  1. The following requirements should apply when printing or e-mailing from the search results page, from My Lists, or from an individual record. 
  2. Authentication requirements:
    1. Printing should be available for unauthenticated and authenticated users.
    2. An Evergreen setting should be available allowing sites to determine if e-mail is allowed for unauthenticated users.
  3. Users should be able to choose from multiple output format options:
    1. Each of these output formats will include a different set of fields in the printout or email.
    2. Evergreen sites should be able to customize the fields that are included in each output format.
      1. Bibliographic, volume, and copy attributes should be available for inclusion in each print/email format.
      2. A flag or setting should be available to inform the system if volume/copy information is included in that particular output format. This flag is necessary because the OPAC display will be slightly different for formats that incorporate volume/copy information.
    3. Two default output formats should be included with the seed data.
      1. The brief format option should include the bibliographic fileds that are currently included in the printout ane e-mail available on the bib record page.
      2. The full format will include bibliographic, volume, and copy information. The stock full format option should include the copy location, call number, call number affixes, monographic parts, copy status, and the name of the library whose copy information is included in the output.
  4. After the user chooses an action to e-mail or print records, an interface should be retrieved that displays a preview of the output. Options should display along the top of the screen allowing users to select the format of the output and a sort order.
    1. The sort options should be the same options that are already available via My Lists -  author, title, publication date
    2. If the user selected a sort method in the cart, the sort select box in the preview should default to that sort method. See related requirement 2(b)(iii) in project OPAC-01-2017
    3. Selecting one of these options should automatically update the preview.



      Mock-up of print preview with brief output format selected.

       
  5. When an option is selected for a format that includes volume/copy information (see related requirement 3(b)(ii)), the catalog should provide an option to select a library.

    1. This option will determine which library's holdings display in the output.
      1. This option may display for purely-bibliographic formats, but should be disabled.
      2. This option should default to the most relevant library as determined by the unapi rank_volumes procedure.
    2. In cases where the library owns multiple copies of the title, the copy information should sort by copy location -> call number (including affixes as part of the sort algorithm) -> availability. More available items (Checked In, Reshelving) should sort ahead of less available items (Checked Out).
    3. An Evergreen site should have the ability to configure the maximum number of copies that display holdings information. If set to 0, the system should display all copies owned by the library.
    4. If a title on the list is not owned by the selected library, No copies available at selected library should display.



      Mock-up of print preview with full output format selected.
       
  6. When e-mailing records, the preview screen should also allow the user to enter the recipient e-mail address and the subject of the e-mail that will be sent. 

OPAC-01b-2017 - Support for Citation Styles

Description

This is an add-on project that requires a separate quote from the above projects. This project will provide support for for standard citation styles when printing or e-mailing records.

Priority

3 (Important)

Requirements

  1. In addition to the Brief and Full formats, formats in a standard citation style should also be available when printing or e-mailing records from the catalog.
  2. These formats should be available when printing from a search results list, from My List, or from an individual record. 
  3. Preference is for Evergreen to use an external resource, like citationstyles.org, to generate the citations, so that the community does not need to be responsible for keeping up with various formats.
  4. When a citation format is selected, the e-mail and printout should write the bibliographic information in that format.
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