For NTLC, I can pretty much say the same thing.  

1) Most of us don't use the view options, and those that do will be fine with 
it being at the top of the page.  

2) Most of our workflows end at the very bottom of the form anyway, and so the 
save options at the bottom would be perfectly fine.

+1 to this suggestion.

Thanks,
Geoff Sams
Library Manager
Roanoke Public Library

-----Original Message-----
From: Open-ils-general 
[mailto:[email protected]] On Behalf Of 
McCanna, Terran
Sent: Thursday, July 09, 2015 3:27 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Feedback requested on patron editor in web 
client

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.

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. 

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). 


Terran McCanna
PINES Program Manager
Georgia Public Library Service
1800 Century Place, Suite 150
Atlanta, GA 30345
404-235-7138
[email protected]
----- Original Message -----
From: "Kathy Lussier" <[email protected]>
To: "Evergreen Discussion Group" <[email protected]>
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
[email protected]
Twitter: http://www.twitter.com/kmlussier

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