Good point, Steve.

Also, I *think* (not 100% sure about this now that I’m typing this) that you 
can coax a re-index by updating the modification time when running an SQL 
update if you’re updating the timestamp on a major record type.  At least, 
we’ve usually included a new ‘modified time’ and ‘username’ whenever we opted 
to update the database directly.

And yes, it’s a heck of a lot quicker, as my colleague Alicia Detelich can 
attest! A couple of months ago she updated about 1 million date records with 
normalized begin/end date values, and she did that with an SQL update script 
since it only took a few seconds that way, whereas using the API to update ~1 
million archival object records would’ve taken… well… I forget how long it 
would’ve taken in our setup, but it was a long time 😊.

All that said, often folks might have access to the API but that doesn’t mean 
that they also have access to the underlying database.  I have read-only access 
to our database but not write access, for example.  And some folks might not 
even have database access at all (but hopefully they’re very friendly with 
their IT department/person in that case).  I know that’s definitely come up 
before when discussing workarounds for reports.

Mark

p.s. thank you for changing the subject line, as I almost always forgot to do 
that!


From: archivesspace_users_group-boun...@lyralists.lyrasis.org 
[mailto:archivesspace_users_group-boun...@lyralists.lyrasis.org] On Behalf Of 
Majewski, Steven Dennis (sdm7g)
Sent: Thursday, 02 August, 2018 3:58 PM
To: Archivesspace Users Group <archivesspace_users_group@lyralists.lyrasis.org>
Subject: [Archivesspace_Users_Group] Finding Air Filing Title sort [was: Yale 
Library ASpace PUI Usability Testing Final Report + Results]


I usually agree with the notion that you shouldn’t try modifying resources 
directly in MySQL unless you know what you’re doing.
That’s because, when you’re dealing with linked resources, you need to define 
some complicated views using multiple JOINs in MySQL to follow those linkages 
so that parents and children all get updated properly. The backend API resolves 
these links for you in most cases, so it’s simpler to use the API.

However, this is one of those cases where you would just be modifying one MySQL 
resource field based on another in the same record, so no extra link resolution 
required. Simpler to update in MySQL and then trigger a Solr reindex. ( Because 
making changed directly in MySQL bypasses the indexer notifications. ) Also a 
lot more efficient if you’ve got a lot of resources.

— Steve.



On Aug 2, 2018, at 2:56 PM, Custer, Mark 
<mark.cus...@yale.edu<mailto:mark.cus...@yale.edu>> wrote:

That’s actually a really good use case for using the ASpace API.  The Finding 
Aid Title field could be moved (or duplicated) in the Filing Title field with a 
sleek script!



From: 
archivesspace_users_group-boun...@lyralists.lyrasis.org<mailto:archivesspace_users_group-boun...@lyralists.lyrasis.org>
 [mailto:archivesspace_users_group-boun...@lyralists.lyrasis.org] On Behalf Of 
Hilton, Adrien
Sent: Thursday, 02 August, 2018 11:42 AM
To: Archivesspace Users Group 
<archivesspace_users_group@lyralists.lyrasis.org<mailto:archivesspace_users_group@lyralists.lyrasis.org>>
Subject: Re: [Archivesspace_Users_Group] Yale Library ASpace PUI Usability 
Testing Final Report + Results

Hi Mark,

Yeah, legacy practice across Harvard was not to use Finding Aid Filing Title, 
just Finding Aid Title, which was formatted like, “Last Name, First Name. First 
Name Last Name papers: Guide.”

But thanks for the link, that might help us develop a solution.

Best wishes,
Adrien


From: 
archivesspace_users_group-boun...@lyralists.lyrasis.org<mailto:archivesspace_users_group-boun...@lyralists.lyrasis.org>
 
<archivesspace_users_group-boun...@lyralists.lyrasis.org<mailto:archivesspace_users_group-boun...@lyralists.lyrasis.org>>
 On Behalf Of Custer, Mark
Sent: Thursday, August 02, 2018 11:00 AM
To: Archivesspace Users Group 
<archivesspace_users_group@lyralists.lyrasis.org<mailto:archivesspace_users_group@lyralists.lyrasis.org>>
Subject: Re: [Archivesspace_Users_Group] Yale Library ASpace PUI Usability 
Testing Final Report + Results

Hi Adrien,

Right now, the logic for this is the same in the staff interface as it is in 
the public interface.  If the record is a resource, and if that resource record 
has a Finding Aid Filing Fitle, then the filing title is what’s used for 
sorting.  If there’s no filing title, then the resource title is used (not the 
finding aid title; and I assume that decision was made when ASpace was created 
since often the finding aid title proper will have things like “Guide to the…” 
or “Inventory of” etc. at the very beginning).

Here’s where that logic happens in the indexer:

https://github.com/archivesspace/archivesspace/blob/master/indexer/app/lib/indexer_common.rb#L888-L890<https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Furldefense.proofpoint.com%2Fv2%2Furl%3Fu%3Dhttps-3A__github.com_archivesspace_archivesspace_blob_master_indexer_app_lib_indexer-5Fcommon.rb-23L888-2DL890%26d%3DDwMFAg%26c%3DWO-RGvefibhHBZq3fL85hQ%26r%3Do7OoY1I5SGwJOY4qFC1JgmA4MQwVJOWSxO2IqPX0FiU%26m%3D_W6Y2-L3MuZlIdndB1sqRCYzyVktoECCp37grV7zXr4%26s%3DHdcHNdb2z4RLjGvE683W6-rwceyV4zfaosHaMmVD1vI%26e%3D&data=02%7C01%7Cmark.custer%40yale.edu%7Ca5e4444d211f40520d1308d5f88fef40%7Cdd8cbebb21394df8b4114e3e87abeb5c%7C0%7C0%7C636688219452628981&sdata=cKQ%2BDVvPCfhSTHdDpQngwtImxOKFkOUwVxHrJ9C7QUM%3D&reserved=0>

I hope that helps (and I hope the bit about the indexer above is correct, but 
I’m pretty sure that it is).  But if you put the title as you want it to be 
sorted in the “finding aid filing title” in the staff interface, then you 
should be all set.  For instance, the “Bradford Edward Ableson Papers” sorts 
before “Accelerator Laboratories, Yale University, photographs” in our instance 
 because we have the following recorded in the Finding Aid Filling Title in the 
staff interface:  “Ableson (Bradford Edward) Papers”

Also, I agree that the report that Eve shared looks great!!!

Mark




From: 
archivesspace_users_group-boun...@lyralists.lyrasis.org<mailto:archivesspace_users_group-boun...@lyralists.lyrasis.org>
 [mailto:archivesspace_users_group-boun...@lyralists.lyrasis.org] On Behalf Of 
Hilton, Adrien
Sent: Thursday, 02 August, 2018 10:29 AM
To: Archivesspace Users Group 
<archivesspace_users_group@lyralists.lyrasis.org<mailto:archivesspace_users_group@lyralists.lyrasis.org>>
Subject: Re: [Archivesspace_Users_Group] Yale Library ASpace PUI Usability 
Testing Final Report + Results

Hi Eve,

Congratulations, this looks great!

A question: your collections browse list is alphabetical by something other 
than the first word of the title that’s listed, creator last name, for 
instance. What field are you sorting this from?

At Harvard, we’re currently browsing collections using the first word of the 
collection title, which is not ideal. We’d prefer to sort by finding aid title, 
but I’ve been told this field is not sortable in the core code.

Thanks,
Adrien

From: 
archivesspace_users_group-boun...@lyralists.lyrasis.org<mailto:archivesspace_users_group-boun...@lyralists.lyrasis.org>
 
<archivesspace_users_group-boun...@lyralists.lyrasis.org<mailto:archivesspace_users_group-boun...@lyralists.lyrasis.org>>
 On Behalf Of Neiger, Eve
Sent: Wednesday, August 01, 2018 4:05 PM
To: 
archivesspace_users_group@lyralists.lyrasis.org<mailto:archivesspace_users_group@lyralists.lyrasis.org>
Subject: [Archivesspace_Users_Group] Yale Library ASpace PUI Usability Testing 
Final Report + Results

Dear ArchivesSpace User Group Members:

The Yale University Library ASpace Public User Interface (PUI) Implementation 
Team has completed pre-launch usability testing work on our customized PUI, now 
called Archives at Yale. Over the last year, our team has been preparing for 
the launch of our ASpace PUI and a move from the Yale Finding Aid Database 
(YFAD).<https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Furldefense.proofpoint.com%2Fv2%2Furl%3Fu%3Dhttps-3A__na01.safelinks.protection.outlook.com_-3Furl-3Dhttps-253A-252F-252Furldefense.proofpoint.com-252Fv2-252Furl-253Fu-253Dhttp-2D3A-5F-5Fdrs.library.yale.edu-5Ffedoragsearch-5Frest-2526d-253DDwMFAg-2526c-253DWO-2DRGvefibhHBZq3fL85hQ-2526r-253Do7OoY1I5SGwJOY4qFC1JgmA4MQwVJOWSxO2IqPX0FiU-2526m-253DylCmqQ0O-2D8R8Z5jgU-5F-2DvjyMALIZcGx3tlGS1iRf0ZZw-2526s-253DEbFeLEgJ-5FwFbR1Ja7A-5FUlzKJpPDHMHOt2aZOVzJtOl4-2526e-253D-26data-3D02-257C01-257Cmark.custer-2540yale.edu-257C55c0eeda5ec04170817308d5f88445be-257Cdd8cbebb21394df8b4114e3e87abeb5c-257C0-257C0-257C636688169353898109-26sdata-3Dfc-252FunjYJpi8dn2-252BCyS3CiJlzehISoQurnm762VUJ6rc-253D-26reserved-3D0%26d%3DDwMFAg%26c%3DWO-RGvefibhHBZq3fL85hQ%26r%3Do7OoY1I5SGwJOY4qFC1JgmA4MQwVJOWSxO2IqPX0FiU%26m%3D_W6Y2-L3MuZlIdndB1sqRCYzyVktoECCp37grV7zXr4%26s%3DgJSfQxiaBeCwp9MUsm3MyeKUZjcSTTXwBFJBwXB28U0%26e%3D&data=02%7C01%7Cmark.custer%40yale.edu%7Ca5e4444d211f40520d1308d5f88fef40%7Cdd8cbebb21394df8b4114e3e87abeb5c%7C0%7C0%7C636688219452638990&sdata=nz7E4igwMBv9NG4%2FOP30o%2FOSyi8R%2Bvc78h28M0AC6hk%3D&reserved=0>
 In order to identify and prioritize needed changes and customizations to the 
out-of-the-box PUI, we ran two rounds of usability testing.

The first round of testing took place in February 2018, followed by an analysis 
and report. Based on this analysis, we customized our PUI to better match 
users’ mental models, eliminate usability and accessibility issues, and 
facilitate more accurate searching. During our first round of testing, our Aeon 
integration for material requesting was not ready so we could not asses 
usability for requesting at that time. By the time we finished major 
customizations, the Aeon integration was ready and we ran a second round of 
testing in June 2018 focused on requesting and the new changes.

We compiled the results from both rounds of usability testing in a report (with 
an addendum for the second round of testing) and are proud to share it with you 
now.

You view a copy of our report here: 
https://drive.google.com/file/d/1yB8ejKvfSokOMZnWn6k8MjL0CYA6WKkq/view?usp=sharing<https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Furldefense.proofpoint.com%2Fv2%2Furl%3Fu%3Dhttps-3A__na01.safelinks.protection.outlook.com_-3Furl-3Dhttps-253A-252F-252Furldefense.proofpoint.com-252Fv2-252Furl-253Fu-253Dhttps-2D3A-5F-5Fdrive.google.com-5Ffile-5Fd-5F1yB8ejKvfSokOMZnWn6k8MjL0CYA6WKkq-5Fview-2D3Fusp-2D3Dsharing-2526d-253DDwMFAg-2526c-253DWO-2DRGvefibhHBZq3fL85hQ-2526r-253Do7OoY1I5SGwJOY4qFC1JgmA4MQwVJOWSxO2IqPX0FiU-2526m-253DylCmqQ0O-2D8R8Z5jgU-5F-2DvjyMALIZcGx3tlGS1iRf0ZZw-2526s-253DgrNFeV-5FE3VHz83XuUpMY3Q84oKgIw4zjEYYB-5FfRTA3I-2526e-253D-26data-3D02-257C01-257Cmark.custer-2540yale.edu-257C55c0eeda5ec04170817308d5f88445be-257Cdd8cbebb21394df8b4114e3e87abeb5c-257C0-257C0-257C636688169353908109-26sdata-3DwDs5ogJbzTnPVyXrbLX6yv1eznx5cMaUZXlyhVDs6Q0-253D-26reserved-3D0%26d%3DDwMFAg%26c%3DWO-RGvefibhHBZq3fL85hQ%26r%3Do7OoY1I5SGwJOY4qFC1JgmA4MQwVJOWSxO2IqPX0FiU%26m%3D_W6Y2-L3MuZlIdndB1sqRCYzyVktoECCp37grV7zXr4%26s%3DMCCAIk0pnvdpQChf0oJjySIQx377DaKj-jMRzWe9U_A%26e%3D&data=02%7C01%7Cmark.custer%40yale.edu%7Ca5e4444d211f40520d1308d5f88fef40%7Cdd8cbebb21394df8b4114e3e87abeb5c%7C0%7C0%7C636688219452638990&sdata=tTxav96aI7OoasX9P7fZXKaEwvZF%2FwXFQuDIPpEUAIE%3D&reserved=0>
We’ve also compiled screenshots of our PUI pre-customization for reference: 
https://drive.google.com/open?id=1lDMTrXSKp4qzujdCzwhu-PzomyL0KAlH<https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Furldefense.proofpoint.com%2Fv2%2Furl%3Fu%3Dhttps-3A__na01.safelinks.protection.outlook.com_-3Furl-3Dhttps-253A-252F-252Furldefense.proofpoint.com-252Fv2-252Furl-253Fu-253Dhttps-2D3A-5F-5Fdrive.google.com-5Fopen-2D3Fid-2D3D1lDMTrXSKp4qzujdCzwhu-2D2DPzomyL0KAlH-2526d-253DDwMFAg-2526c-253DWO-2DRGvefibhHBZq3fL85hQ-2526r-253Do7OoY1I5SGwJOY4qFC1JgmA4MQwVJOWSxO2IqPX0FiU-2526m-253DylCmqQ0O-2D8R8Z5jgU-5F-2DvjyMALIZcGx3tlGS1iRf0ZZw-2526s-253D7eTyX8pwkCAcsXQKjEsqQvxo7Cp4MFnPsQjgqPUgUKQ-2526e-253D-26data-3D02-257C01-257Cmark.custer-2540yale.edu-257C55c0eeda5ec04170817308d5f88445be-257Cdd8cbebb21394df8b4114e3e87abeb5c-257C0-257C0-257C636688169353918123-26sdata-3D6ytaWPyB9J5-252BC-252F1Vcy6UsZCutjN5WVfKnhlHOeUytlM-253D-26reserved-3D0%26d%3DDwMFAg%26c%3DWO-RGvefibhHBZq3fL85hQ%26r%3Do7OoY1I5SGwJOY4qFC1JgmA4MQwVJOWSxO2IqPX0FiU%26m%3D_W6Y2-L3MuZlIdndB1sqRCYzyVktoECCp37grV7zXr4%26s%3DI8MiZhuh4mcdNRCzYELZnjgLHbU4qTrx3HbYKUPqo9I%26e%3D&data=02%7C01%7Cmark.custer%40yale.edu%7Ca5e4444d211f40520d1308d5f88fef40%7Cdd8cbebb21394df8b4114e3e87abeb5c%7C0%7C0%7C636688219452648994&sdata=m5ixbhJdQUUMgSrS7az3IoiQVhTO9zzulPDpVxihKbg%3D&reserved=0>

And finally, you can see the results of our customizations and the most current 
version of Archives at Yale (our PUI) 
here:https://puitestarchivesspace.library.yale.edu/<https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Furldefense.proofpoint.com%2Fv2%2Furl%3Fu%3Dhttps-3A__na01.safelinks.protection.outlook.com_-3Furl-3Dhttps-253A-252F-252Furldefense.proofpoint.com-252Fv2-252Furl-253Fu-253Dhttps-2D3A-5F-5Fpuitestarchivesspace.library.yale.edu-5F-2526d-253DDwMFAg-2526c-253DWO-2DRGvefibhHBZq3fL85hQ-2526r-253Do7OoY1I5SGwJOY4qFC1JgmA4MQwVJOWSxO2IqPX0FiU-2526m-253DylCmqQ0O-2D8R8Z5jgU-5F-2DvjyMALIZcGx3tlGS1iRf0ZZw-2526s-253DiRqskp189LG1GCTB1pV7exJ3Nb5On6-5F7o1PJaVBmH-2DE-2526e-253D-26data-3D02-257C01-257Cmark.custer-2540yale.edu-257C55c0eeda5ec04170817308d5f88445be-257Cdd8cbebb21394df8b4114e3e87abeb5c-257C0-257C0-257C636688169353918123-26sdata-3DQgmaLNXt-252Fc9BPspLjJdtdhFgxuy1348xCXyNLrDjihc-253D-26reserved-3D0%26d%3DDwMFAg%26c%3DWO-RGvefibhHBZq3fL85hQ%26r%3Do7OoY1I5SGwJOY4qFC1JgmA4MQwVJOWSxO2IqPX0FiU%26m%3D_W6Y2-L3MuZlIdndB1sqRCYzyVktoECCp37grV7zXr4%26s%3D7qLoaGqMyglcYOIr-p21jhMRYD08gXz5NUQPuPcSlRs%26e%3D&data=02%7C01%7Cmark.custer%40yale.edu%7Ca5e4444d211f40520d1308d5f88fef40%7Cdd8cbebb21394df8b4114e3e87abeb5c%7C0%7C0%7C636688219452659006&sdata=iGqytc902sZ%2BQDrIDnxE0%2FsOm8UnJ3xh4%2Bk0aFJFrgQ%3D&reserved=0>
*Please note, this is a TEST version or our PUI and may not include up-to-date 
collection information.

We are happy to answer any questions you have about our usability testing 
process, analysis, and results. Feel free to reach out to me 
ateve.nei...@yale.edu<mailto:eve.nei...@yale.edu>.

Best,

Eve Neiger, on behalf of the Yale University Library ArchivesSpace Public User 
Interface Implementation Team, Usability and Accessibility Workgroup

Eve Neiger
Archivist
Beinecke Rare Book and Manuscript Library
Yale University
203.432.9027 – eve.nei...@yale.edu<mailto:eve.nei...@yale.edu>

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