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 / [email protected] 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 <[email protected] > 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 / [email protected] > > 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, < > [email protected]> wrote: > >> Message: 3 >> Date: Wed, 27 Aug 2014 09:13:40 -0400 >> From: Grace Dunbar <[email protected]> >> Subject: Re: [OPEN-ILS-DEV] Web Client (Sprint 1) demo - initial >> testing results >> To: "McCanna, Terran" <[email protected]> >> Cc: Evergreen Development Discussion List >> <[email protected]>, Evergreen >> Discussion Group >> <[email protected]> >> Message-ID: >> < >> caorp-bsszdrrah_y7va3x3emw6sisdrwegmzr7uzekzdezy...@mail.gmail.com> >> Content-Type: text/plain; charset="utf-8" >> >> Answers inline. >> >> >> On Mon, Aug 25, 2014 at 6:32 PM, McCanna, Terran < >> [email protected]> 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 >> > [email protected] >> > >> >> >> >> -- >> Grace Dunbar, Vice President >> Equinox Software, Inc. - The Open Source Experts >> [email protected] >> 1-877-OPEN-ILS www.esilibrary.com >> >> >> -- >> Grace Dunbar, Vice President >> Equinox Software, Inc. - The Open Source Experts >> [email protected] >> 1-877-OPEN-ILS www.esilibrary.com >> >
