Hi,

My thought too was a Save at the top and bottom however the changes we make 
most frequently are located in the middle of the screen.  I think the floating 
box is fine with an average resolution as shown in the screencast.  It is 
unlikely in our network that staff would be using patron edit on a phone.  I 
know tho that we try to ensure functionality across screen size and resolution.

I am inquiring with front line circulation staff about the use of the options 
to view required, suggested or all fields.  I do not see those options used 
regularly and if they displayed at the top of the patron registration/edit form 
it would be fine.  I'll let you know if circulation staff object.

Joan

Joan Kranich
C/W MARS Member Services
[email protected]
508-755-3323 ext. 21


-----Original Message-----
From: Open-ils-general 
[mailto:[email protected]] On Behalf Of Kathy 
Lussier
Sent: Thursday, July 9, 2015 4:01 PM
To: 'Evergreen Discussion Group'
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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