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Proposal for a contribution to v3.2.3

CP
Christopher Pott
Wed, Apr 24, 2013 1:33 PM

Thanks Aron for these approaches. We'd also been thinking along the lines of specially created reports, but a web app built on the Services API could be more flexible and more importantly avoid the SQL :-)

Cheers,
Chris

-----Oprindelig meddelelse-----
Fra: aronroberts@gmail.com [mailto:aronroberts@gmail.com] På vegne af Aron Roberts
Sendt: 23. april 2013 21:52
Til: Christopher Pott
Cc: Chris Hoffman; talk@lists.collectionspace.org List
Emne: Re: [Talk] Proposal for a contribution to v3.2.3

I wrote:

You could likely do this [cross-record-type search to return Cataloging records that reference persons who were alive during a certain era] with:
a) A report
b) A batch job

There's another option, as well:

c) A web-based app ("webapp")

In the UC Berkeley CollectionSpace deployments - two museums launched
in summer 2012 and a third to be launched this month - there are a
fair number of 'webapps' written for special purposes such as these.
They've been written in an in house-developed Python-based framework,
but now are being transitioned to Django, a widely used framework
(also based on Python).  My impression is that we have lots to share
with the community about this, once we can get our focus a bit out of
museum launches and upgrades, and release deadlines.

It's also worth mentioning that the search you've mentioned, Chris,
might conceivably be achievable via two existing Services REST API
calls (as yet untried):

  1. An advanced search on Persons who lived during a date range, which
    can return CSIDs and refNames for each such person;
    and either of the following, which loop over the Person records
    returned to find their referencing Cataloging records:
    2a. A keyword search on Cataloging (CollectionObject) records, using
    each of those refNames;
    or
    2b. A 'referencing objects' (refObjs) search for Cataloging records,
    using each Person record's CSID.

Aron

On Tue, Apr 23, 2013 at 12:14 PM, Aron Roberts
aron@socrates.berkeley.edu wrote:

On Tue, Apr 23, 2013 at 1:32 AM, Christopher Pott
Christopher.Pott@smk.dk wrote:

The kind of use case we have in mind is where
you could search for all cataloging records containing a reference to a
person who was living during a certain period, for example.

If you have relatively few of these rather involved
'cross-record-type' searches - in this case, "return the CSIDs of
CollectionObject/Cataloging records which contain a reference to a
Person record in one or more of their fields, where a specific date or
date range of interest falls within the span of the birth/death dates
of that person" - but the ones you do have are important and/or
frequently used, you could likely do this with:

a) A report
b) A batch job

If you needed the records resulting from that search to be added to
a Group, for instance, so you could perform actions on them, a batch
job might be able to do this.  I don't recall off-hand if there's some
way to pass one-time parameters to a batch job, however, much as you
now can pass them to reports.

Aron

Will your

contributions support this kind of functionality?

This specific button, we don't entirely understand, as the related records
tabs and the links on the right side bar appear to already provide these
same results. In the example you provide, wouldn't you get the same results
by clicking the 'cataloguing' tab? Or is the idea that you have a
requirement to see all record types together (cataloguing + media + loan in
etc) in one list in order to achieve a quicker overview (and if so, don't
you already get this in the 'Action Records' links)?

BTW thanks for shouting out with these proposals.

Cheers,

Chris


Fra: Talk [mailto:talk-bounces@lists.collectionspace.org] På vegne af Chris
Hoffman
Sendt: 16. april 2013 22:44
Til: talk@lists.collectionspace.org List
Emne: [Talk] Proposal for a contribution to v3.2.3

Hi all,

UC Berkeley is building some functionality for local deployments that we
think would be a good addition to the core system.  We're calling this the
"Show related objects" button.  What it will do is this: From a procedure
record (such as a Loan Out) that has related Collection Objects, the user
will be able to click a "Show" button.  Clicking the "Show" button will
redirect the user to the Advanced Search results screen with the related
Collection Objects listed as if one had done a search for them.  From that
point, the user can navigate through those Collection Objects.  Our
production deployments are eager to have capabilities that help them process
related objects in more efficient ways.

This functionality is documented in the following Jira and its subtasks:

http://issues.collectionspace.org/browse/PAHMA-762

The UI mockup is attached to:

http://issues.collectionspace.org/browse/PAHMA-766

UC Berkeley proposes that this change be done in the next 2-4 weeks and be
built as version 3.2.3 of CollectionSpace. Please send comments or questions
to the list or to me.  We'll wait to hear from Megan to see if the project
is willing to accept this contribution.

Regards,

Chris

P.S. The "Show Related Objects" button will be made even more powerful when
UCB contributes some local work done months ago.  We will try to contribute
that within the next six months.

Chris Hoffman, Ph.D.

Manager of Informatics Services

IST-Research Information Technologies, UC Berkeley

chris.hoffman@berkeley.edu

510-642-9643


Talk mailing list
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Thanks Aron for these approaches. We'd also been thinking along the lines of specially created reports, but a web app built on the Services API could be more flexible and more importantly avoid the SQL :-) Cheers, Chris -----Oprindelig meddelelse----- Fra: aronroberts@gmail.com [mailto:aronroberts@gmail.com] På vegne af Aron Roberts Sendt: 23. april 2013 21:52 Til: Christopher Pott Cc: Chris Hoffman; talk@lists.collectionspace.org List Emne: Re: [Talk] Proposal for a contribution to v3.2.3 I wrote: > You could likely do this [cross-record-type search to return Cataloging records that reference persons who were alive during a certain era] with: > a) A report > b) A batch job There's another option, as well: c) A web-based app ("webapp") In the UC Berkeley CollectionSpace deployments - two museums launched in summer 2012 and a third to be launched this month - there are a fair number of 'webapps' written for special purposes such as these. They've been written in an in house-developed Python-based framework, but now are being transitioned to Django, a widely used framework (also based on Python). My impression is that we have *lots* to share with the community about this, once we can get our focus a bit out of museum launches and upgrades, and release deadlines. It's also worth mentioning that the search you've mentioned, Chris, might conceivably be achievable via two existing Services REST API calls (as yet untried): 1. An advanced search on Persons who lived during a date range, which can return CSIDs and refNames for each such person; and either of the following, which loop over the Person records returned to find their referencing Cataloging records: 2a. A keyword search on Cataloging (CollectionObject) records, using each of those refNames; or 2b. A 'referencing objects' (refObjs) search for Cataloging records, using each Person record's CSID. Aron On Tue, Apr 23, 2013 at 12:14 PM, Aron Roberts <aron@socrates.berkeley.edu> wrote: > On Tue, Apr 23, 2013 at 1:32 AM, Christopher Pott > <Christopher.Pott@smk.dk> wrote: >> The kind of use case we have in mind is where >> you could search for all cataloging records containing a reference to a >> person who was living during a certain period, for example. > > If you have relatively few of these rather involved > 'cross-record-type' searches - in this case, "return the CSIDs of > CollectionObject/Cataloging records which contain a reference to a > Person record in one or more of their fields, where a specific date or > date range of interest falls within the span of the birth/death dates > of that person" - but the ones you do have are important and/or > frequently used, you could likely do this with: > > a) A report > b) A batch job > > If you needed the records resulting from that search to be added to > a Group, for instance, so you could perform actions on them, a batch > job might be able to do this. I don't recall off-hand if there's some > way to pass one-time parameters to a batch job, however, much as you > now can pass them to reports. > > Aron > > Will your >> contributions support this kind of functionality? >> >> >> >> This specific button, we don't entirely understand, as the related records >> tabs and the links on the right side bar appear to already provide these >> same results. In the example you provide, wouldn't you get the same results >> by clicking the 'cataloguing' tab? Or is the idea that you have a >> requirement to see all record types together (cataloguing + media + loan in >> etc) in one list in order to achieve a quicker overview (and if so, don't >> you already get this in the 'Action Records' links)? >> >> >> >> BTW thanks for shouting out with these proposals. >> >> >> >> Cheers, >> >> Chris >> >> ________________________________ >> >> Fra: Talk [mailto:talk-bounces@lists.collectionspace.org] På vegne af Chris >> Hoffman >> Sendt: 16. april 2013 22:44 >> Til: talk@lists.collectionspace.org List >> Emne: [Talk] Proposal for a contribution to v3.2.3 >> >> >> >> Hi all, >> >> >> >> UC Berkeley is building some functionality for local deployments that we >> think would be a good addition to the core system. We're calling this the >> "Show related objects" button. What it will do is this: From a procedure >> record (such as a Loan Out) that has related Collection Objects, the user >> will be able to click a "Show" button. Clicking the "Show" button will >> redirect the user to the Advanced Search results screen with the related >> Collection Objects listed as if one had done a search for them. From that >> point, the user can navigate through those Collection Objects. Our >> production deployments are eager to have capabilities that help them process >> related objects in more efficient ways. >> >> >> >> This functionality is documented in the following Jira and its subtasks: >> >> http://issues.collectionspace.org/browse/PAHMA-762 >> >> >> >> The UI mockup is attached to: >> >> http://issues.collectionspace.org/browse/PAHMA-766 >> >> >> >> UC Berkeley proposes that this change be done in the next 2-4 weeks and be >> built as version 3.2.3 of CollectionSpace. Please send comments or questions >> to the list or to me. We'll wait to hear from Megan to see if the project >> is willing to accept this contribution. >> >> >> >> Regards, >> >> Chris >> >> >> >> P.S. The "Show Related Objects" button will be made even more powerful when >> UCB contributes some local work done months ago. We will try to contribute >> that within the next six months. >> >> >> >> Chris Hoffman, Ph.D. >> >> Manager of Informatics Services >> >> IST-Research Information Technologies, UC Berkeley >> >> chris.hoffman@berkeley.edu >> >> 510-642-9643 >> >> >> >> >> _______________________________________________ >> Talk mailing list >> Talk@lists.collectionspace.org >> http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org >>
CP
Christopher Pott
Wed, Apr 24, 2013 1:36 PM

This is really useful, thanks Jesse.

Cheers,
Chris


Fra: Jesse Martinez [mailto:mjesse@gmail.com]
Sendt: 23. april 2013 22:25
Til: Aron Roberts
Cc: Christopher Pott; talk@lists.collectionspace.org List
Emne: Re: [Talk] Proposal for a contribution to v3.2.3

This reminds me of some of the documentation I put together for MMI some months back.
In these wiki pages are some techniques of creating complex API calls and such. Mind you, while much of this may be specific to MMI's schema and deployment the basic workflow should stay the same. It's old though -- for v2.6 -- and there may be better or improved ways to handle some of the workflow issues especially with respect to filtering multiple API calls.

http://wiki.collectionspace.org/display/deploy/MMI+Collection+Browser+Object+Schema+for+2.6
http://wiki.collectionspace.org/display/deploy/MMI+Collection+Browser+Authority+Term+Schema+for+2.6

Hope this can help,

  • Jesse

On Tue, Apr 23, 2013 at 3:51 PM, Aron Roberts <aron@socrates.berkeley.edumailto:aron@socrates.berkeley.edu> wrote:

It's also worth mentioning that the search you've mentioned, Chris,
might conceivably be achievable via two existing Services REST API
calls (as yet untried):

  1. An advanced search on Persons who lived during a date range, which
    can return CSIDs and refNames for each such person;
    and either of the following, which loop over the Person records
    returned to find their referencing Cataloging records:
    2a. A keyword search on Cataloging (CollectionObject) records, using
    each of those refNames;
    or
    2b. A 'referencing objects' (refObjs) search for Cataloging records,
    using each Person record's CSID.
This is really useful, thanks Jesse. Cheers, Chris ________________________________ Fra: Jesse Martinez [mailto:mjesse@gmail.com] Sendt: 23. april 2013 22:25 Til: Aron Roberts Cc: Christopher Pott; talk@lists.collectionspace.org List Emne: Re: [Talk] Proposal for a contribution to v3.2.3 This reminds me of some of the documentation I put together for MMI some months back. In these wiki pages are some techniques of creating complex API calls and such. Mind you, while much of this may be specific to MMI's schema and deployment the basic workflow should stay the same. It's old though -- for v2.6 -- and there may be better or improved ways to handle some of the workflow issues especially with respect to filtering multiple API calls. http://wiki.collectionspace.org/display/deploy/MMI+Collection+Browser+Object+Schema+for+2.6 http://wiki.collectionspace.org/display/deploy/MMI+Collection+Browser+Authority+Term+Schema+for+2.6 Hope this can help, - Jesse On Tue, Apr 23, 2013 at 3:51 PM, Aron Roberts <aron@socrates.berkeley.edu<mailto:aron@socrates.berkeley.edu>> wrote: It's also worth mentioning that the search you've mentioned, Chris, might conceivably be achievable via two existing Services REST API calls (as yet untried): 1. An advanced search on Persons who lived during a date range, which can return CSIDs and refNames for each such person; and either of the following, which loop over the Person records returned to find their referencing Cataloging records: 2a. A keyword search on Cataloging (CollectionObject) records, using each of those refNames; or 2b. A 'referencing objects' (refObjs) search for Cataloging records, using each Person record's CSID.