This is to propose a new CollectionSpace contribution from UC Berkeley, whose goal is to make it easier to work, as a group, with the set of objects associated with any other procedure or object. This contribution has long been in use on CollectionSpace deployments at UC Berkeley museums, beginning as early as August 2012. This contribution make it easier to perform ad hoc tasks similar to the following, via CollectionSpace's user interface: * Running a report on all (or perhaps some) of the objects associated with a specific loan. * Running a batch job to perform a mass update on all of the objects associated with a particular movement. (A common workflow for these tasks would be to first add such objects in bulk to a group - where you might remove or add individual objects, if needed - and then run reports and/or batch jobs on the objects associated with that group.) The contribution consists of two complementary parts, implemented entirely in CollectionSpace's UI layer by UC Berkeley's Ray Lee. Some obvious pieces of the contribution can be seen in: * A new "Show" button in the Cataloging area of the right sidebar. Clicking this button will list the Cataloging records related to the current record, on an Advanced Search results page. * A new "Add to record" button on the search results page of Advanced Search. Clicking this button allows you to add (relate) the records on the current page of Advanced Search results to any other existing record. You can try out this functionality on the QA server: http://qa.collectionspace.org For instance: * Create a new Group record. * Search for a Loan Out record whose borrower is the "Museum of Legendary Creatures". * Click the "Show" button in the Cataloging area of the right sidebar. (This reflects the first proposed contribution.) * On the Advanced Search results page that appears, click "Add to record". (This reflects the second proposed contribution.) * Search for your Group record. (Select "Group' from the dropdown menu, then (optionally) enter its title, and click "Search".) * Click the checkbox next to your Group, in the search results. * Click "Add search results" More details regarding this contribution are listed below. Aron -- 1. Links to the code for Ray's proposed contributions, as well as the changes made relative to the UI master branch, are listed in comments on: http://issues.collectionspace.org/browse/CODE-30 (Show Related Objects) http://issues.collectionspace.org/browse/CODE-31 (Add to Record) 2. Chris Hoffman already proposed the Show Related Objects button as a contribution in his post to the Talk list in April 2013, and contemplated adding the Add to Record functionality, as well, both in a P.S. and in a follow-up post: http://lists.collectionspace.org/pipermail/talk_lists.collectionspace.org/2013-April/001251.html http://lists.collectionspace.org/pipermail/talk_lists.collectionspace.org/2013-April/001259.html 3. These contributions, while adding immediately useful capabilities, are a stepping stone toward even broader functionality. It's long been intended that you could perform powerful operations on the items you've selected, via checkboxes, from any paginated list. (Comparable functionality already exists in the "Search to relate" dialog.) At some future time, the addition of that capability, or some subset of it, may supplant the functionality offered in the current contribution.

Hi Aron and all, As you Aron already know, we would see this as a very important contribution, since it at least partly would allow us to run reports based on advanced searches across record types. This is a key functionality if our implementation is going to be a success. Would it be possible to extent the functionality to pull a set of objects related to authority records (especially person authority records)? We have a lot of requests like: "Alle works of art by female artists born in the second half of the nineteenth century". Cheers, Kim -----Oprindelig meddelelse----- Fra: Talk [mailto:talk-bounces@lists.collectionspace.org] På vegne af Aron Roberts Sendt: 22. juni 2013 00:29 Til: Megan Forbes Cc: talk@lists.collectionspace.org Emne: [Talk] Proposed CollectionSpace contribution: "Show Related Objects" and "Add to Record" buttons This is to propose a new CollectionSpace contribution from UC Berkeley, whose goal is to make it easier to work, as a group, with the set of objects associated with any other procedure or object. This contribution has long been in use on CollectionSpace deployments at UC Berkeley museums, beginning as early as August 2012. This contribution make it easier to perform ad hoc tasks similar to the following, via CollectionSpace's user interface: * Running a report on all (or perhaps some) of the objects associated with a specific loan. * Running a batch job to perform a mass update on all of the objects associated with a particular movement. (A common workflow for these tasks would be to first add such objects in bulk to a group - where you might remove or add individual objects, if needed - and then run reports and/or batch jobs on the objects associated with that group.) The contribution consists of two complementary parts, implemented entirely in CollectionSpace's UI layer by UC Berkeley's Ray Lee. Some obvious pieces of the contribution can be seen in: * A new "Show" button in the Cataloging area of the right sidebar. Clicking this button will list the Cataloging records related to the current record, on an Advanced Search results page. * A new "Add to record" button on the search results page of Advanced Search. Clicking this button allows you to add (relate) the records on the current page of Advanced Search results to any other existing record. You can try out this functionality on the QA server: http://qa.collectionspace.org For instance: * Create a new Group record. * Search for a Loan Out record whose borrower is the "Museum of Legendary Creatures". * Click the "Show" button in the Cataloging area of the right sidebar. (This reflects the first proposed contribution.) * On the Advanced Search results page that appears, click "Add to record". (This reflects the second proposed contribution.) * Search for your Group record. (Select "Group' from the dropdown menu, then (optionally) enter its title, and click "Search".) * Click the checkbox next to your Group, in the search results. * Click "Add search results" More details regarding this contribution are listed below. Aron -- 1. Links to the code for Ray's proposed contributions, as well as the changes made relative to the UI master branch, are listed in comments on: http://issues.collectionspace.org/browse/CODE-30 (Show Related Objects) http://issues.collectionspace.org/browse/CODE-31 (Add to Record) 2. Chris Hoffman already proposed the Show Related Objects button as a contribution in his post to the Talk list in April 2013, and contemplated adding the Add to Record functionality, as well, both in a P.S. and in a follow-up post: http://lists.collectionspace.org/pipermail/talk_lists.collectionspace.org/2013-April/001251.html http://lists.collectionspace.org/pipermail/talk_lists.collectionspace.org/2013-April/001259.html 3. These contributions, while adding immediately useful capabilities, are a stepping stone toward even broader functionality. It's long been intended that you could perform powerful operations on the items you've selected, via checkboxes, from any paginated list. (Comparable functionality already exists in the "Search to relate" dialog.) At some future time, the addition of that capability, or some subset of it, may supplant the functionality offered in the current contribution. _______________________________________________ Talk mailing list Talk@lists.collectionspace.org http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org

Hi Kim, Thanks for endorsing these contributions (again)! Your question about extending this to work on authority records is one we have also been thinking about, and Megan has brought up some additional design questions. My team is currently gearing up for our next deployment (for part of the Berkeley Art Museum/Pacific Film Archive), so we don't have time to do more development on this right now. I suggest we put this on the list for future work as a proposed enhancement. The release in which this will appear will be called version 3.3, and I think it's scheduled to be released in July. I'm hoping we can make this happen sooner rather than later, but that will rely on testing and QA of course. One of the things on my list is to create a QA script for these two contributions. I will draft a QA script, but would someone on your team be available to do the QA work and update the QA script if needed? Cheers, Chris On Jun 24, 2013, at 6:06 AM, Kim Brasen wrote: > Hi Aron and all, > > As you Aron already know, we would see this as a very important contribution, since it at least partly would allow us to run reports based on advanced searches across record types. This is a key functionality if our implementation is going to be a success. > > Would it be possible to extent the functionality to pull a set of objects related to authority records (especially person authority records)? We have a lot of requests like: "Alle works of art by female artists born in the second half of the nineteenth century". > > Cheers, > Kim > > -----Oprindelig meddelelse----- > Fra: Talk [mailto:talk-bounces@lists.collectionspace.org] På vegne af Aron Roberts > Sendt: 22. juni 2013 00:29 > Til: Megan Forbes > Cc: talk@lists.collectionspace.org > Emne: [Talk] Proposed CollectionSpace contribution: "Show Related Objects" and "Add to Record" buttons > > This is to propose a new CollectionSpace contribution from UC > Berkeley, whose goal is to make it easier to work, as a group, with > the set of objects associated with any other procedure or object. > This contribution has long been in use on CollectionSpace deployments > at UC Berkeley museums, beginning as early as August 2012. > > This contribution make it easier to perform ad hoc tasks similar to > the following, via CollectionSpace's user interface: > > * Running a report on all (or perhaps some) of the objects > associated with a specific loan. > * Running a batch job to perform a mass update on all of the objects > associated with a particular movement. > > (A common workflow for these tasks would be to first add such > objects in bulk to a group - where you might remove or add individual > objects, if needed - and then run reports and/or batch jobs on the > objects associated with that group.) > > The contribution consists of two complementary parts, implemented > entirely in CollectionSpace's UI layer by UC Berkeley's Ray Lee. Some > obvious pieces of the contribution can be seen in: > > * A new "Show" button in the Cataloging area of the right sidebar. > Clicking this button will list the Cataloging records related to the > current record, on an Advanced Search results page. > > * A new "Add to record" button on the search results page of Advanced Search. > Clicking this button allows you to add (relate) the records on the > current page of Advanced Search results to any other existing record. > > You can try out this functionality on the QA server: > http://qa.collectionspace.org > > For instance: > * Create a new Group record. > * Search for a Loan Out record whose borrower is the "Museum of > Legendary Creatures". > * Click the "Show" button in the Cataloging area of the right > sidebar. (This reflects the first proposed contribution.) > * On the Advanced Search results page that appears, click "Add to > record". (This reflects the second proposed contribution.) > * Search for your Group record. (Select "Group' from the dropdown > menu, then (optionally) enter its title, and click "Search".) > * Click the checkbox next to your Group, in the search results. > * Click "Add search results" > > More details regarding this contribution are listed below. > > Aron > > -- > > 1. Links to the code for Ray's proposed contributions, as well as the > changes made relative to the UI master branch, are listed in comments > on: > http://issues.collectionspace.org/browse/CODE-30 (Show Related Objects) > http://issues.collectionspace.org/browse/CODE-31 (Add to Record) > > 2. Chris Hoffman already proposed the Show Related Objects button as a > contribution in his post to the Talk list in April 2013, and > contemplated adding the Add to Record functionality, as well, both in > a P.S. and in a follow-up post: > http://lists.collectionspace.org/pipermail/talk_lists.collectionspace.org/2013-April/001251.html > http://lists.collectionspace.org/pipermail/talk_lists.collectionspace.org/2013-April/001259.html > > 3. These contributions, while adding immediately useful capabilities, > are a stepping stone toward even broader functionality. It's long > been intended that you could perform powerful operations on the items > you've selected, via checkboxes, from any paginated list. (Comparable > functionality already exists in the "Search to relate" dialog.) > > At some future time, the addition of that capability, or some subset > of it, may supplant the functionality offered in the current > contribution. > > _______________________________________________ > Talk mailing list > Talk@lists.collectionspace.org > http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org > > _______________________________________________ > Talk mailing list > Talk@lists.collectionspace.org > http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org

Hi Chris, Thanks for your reply. We consider this functionality essential to the usefulness of our implementation of CS so we will probably try to find a solution to this quite soon, but we will keep you posted on our proceedings. Regarding QA testing it entirely depends on the dates because we are all going on vacation quite soon. If I'm here I'll gladly do some QA testing and if you by QA script mean the QA test description on the wiki I will update the text if needed. However if you are referring to some kind of code work I don't think we can provide anything before the summer holidays. I will be away from Monday July 15th and return to work Monday August 12th. Cheers, Kim -----Oprindelig meddelelse----- Fra: Chris Hoffman [mailto:chris_h@berkeley.edu] Sendt: 25. juni 2013 17:50 Til: Kim Brasen Cc: 'Aron Roberts'; Megan Forbes; talk@lists.collectionspace.org Emne: Re: [Talk] Proposed CollectionSpace contribution: "Show Related Objects" and "Add to Record" buttons Hi Kim, Thanks for endorsing these contributions (again)! Your question about extending this to work on authority records is one we have also been thinking about, and Megan has brought up some additional design questions. My team is currently gearing up for our next deployment (for part of the Berkeley Art Museum/Pacific Film Archive), so we don't have time to do more development on this right now. I suggest we put this on the list for future work as a proposed enhancement. The release in which this will appear will be called version 3.3, and I think it's scheduled to be released in July. I'm hoping we can make this happen sooner rather than later, but that will rely on testing and QA of course. One of the things on my list is to create a QA script for these two contributions. I will draft a QA script, but would someone on your team be available to do the QA work and update the QA script if needed? Cheers, Chris On Jun 24, 2013, at 6:06 AM, Kim Brasen wrote: > Hi Aron and all, > > As you Aron already know, we would see this as a very important contribution, since it at least partly would allow us to run reports based on advanced searches across record types. This is a key functionality if our implementation is going to be a success. > > Would it be possible to extent the functionality to pull a set of objects related to authority records (especially person authority records)? We have a lot of requests like: "Alle works of art by female artists born in the second half of the nineteenth century". > > Cheers, > Kim > > -----Oprindelig meddelelse----- > Fra: Talk [mailto:talk-bounces@lists.collectionspace.org] På vegne af Aron Roberts > Sendt: 22. juni 2013 00:29 > Til: Megan Forbes > Cc: talk@lists.collectionspace.org > Emne: [Talk] Proposed CollectionSpace contribution: "Show Related Objects" and "Add to Record" buttons > > This is to propose a new CollectionSpace contribution from UC > Berkeley, whose goal is to make it easier to work, as a group, with > the set of objects associated with any other procedure or object. > This contribution has long been in use on CollectionSpace deployments > at UC Berkeley museums, beginning as early as August 2012. > > This contribution make it easier to perform ad hoc tasks similar to > the following, via CollectionSpace's user interface: > > * Running a report on all (or perhaps some) of the objects > associated with a specific loan. > * Running a batch job to perform a mass update on all of the objects > associated with a particular movement. > > (A common workflow for these tasks would be to first add such > objects in bulk to a group - where you might remove or add individual > objects, if needed - and then run reports and/or batch jobs on the > objects associated with that group.) > > The contribution consists of two complementary parts, implemented > entirely in CollectionSpace's UI layer by UC Berkeley's Ray Lee. Some > obvious pieces of the contribution can be seen in: > > * A new "Show" button in the Cataloging area of the right sidebar. > Clicking this button will list the Cataloging records related to the > current record, on an Advanced Search results page. > > * A new "Add to record" button on the search results page of Advanced Search. > Clicking this button allows you to add (relate) the records on the > current page of Advanced Search results to any other existing record. > > You can try out this functionality on the QA server: > http://qa.collectionspace.org > > For instance: > * Create a new Group record. > * Search for a Loan Out record whose borrower is the "Museum of > Legendary Creatures". > * Click the "Show" button in the Cataloging area of the right > sidebar. (This reflects the first proposed contribution.) > * On the Advanced Search results page that appears, click "Add to > record". (This reflects the second proposed contribution.) > * Search for your Group record. (Select "Group' from the dropdown > menu, then (optionally) enter its title, and click "Search".) > * Click the checkbox next to your Group, in the search results. > * Click "Add search results" > > More details regarding this contribution are listed below. > > Aron > > -- > > 1. Links to the code for Ray's proposed contributions, as well as the > changes made relative to the UI master branch, are listed in comments > on: > http://issues.collectionspace.org/browse/CODE-30 (Show Related Objects) > http://issues.collectionspace.org/browse/CODE-31 (Add to Record) > > 2. Chris Hoffman already proposed the Show Related Objects button as a > contribution in his post to the Talk list in April 2013, and > contemplated adding the Add to Record functionality, as well, both in > a P.S. and in a follow-up post: > http://lists.collectionspace.org/pipermail/talk_lists.collectionspace.org/2013-April/001251.html > http://lists.collectionspace.org/pipermail/talk_lists.collectionspace.org/2013-April/001259.html > > 3. These contributions, while adding immediately useful capabilities, > are a stepping stone toward even broader functionality. It's long > been intended that you could perform powerful operations on the items > you've selected, via checkboxes, from any paginated list. (Comparable > functionality already exists in the "Search to relate" dialog.) > > At some future time, the addition of that capability, or some subset > of it, may supplant the functionality offered in the current > contribution. > > _______________________________________________ > Talk mailing list > Talk@lists.collectionspace.org > http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org > > _______________________________________________ > Talk mailing list > Talk@lists.collectionspace.org > http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org

Thanks, Kim. I am talking about the QA test descriptions on the wiki. No programming involved. Hopefully we will be doing this before your vacation. I'm sure you will be busy then so we will try to keep this moving along. Regarding the additional work to make this kind of functionality work with authority records, we have some ideas about how that might work. If you have someone who can help with the programming maybe we could work together on this as a contribution. It would be quite similar to the existing contributions but different because authority references don't show in a secondary tab. Also, we should tell you more about the web applications we are building that support some of the kinds of searches you mentioned (works of art by female artists...). We are also doing a lot of work with iReport for some of these queries. Thanks, Chris On Jun 26, 2013, at 3:11 AM, Kim Brasen <Kim.Brasen@smk.dk> wrote: > Hi Chris, > > Thanks for your reply. We consider this functionality essential to the usefulness of our implementation of CS so we will probably try to find a solution to this quite soon, but we will keep you posted on our proceedings. > > Regarding QA testing it entirely depends on the dates because we are all going on vacation quite soon. If I'm here I'll gladly do some QA testing and if you by QA script mean the QA test description on the wiki I will update the text if needed. However if you are referring to some kind of code work I don't think we can provide anything before the summer holidays. > > I will be away from Monday July 15th and return to work Monday August 12th. > > Cheers, > Kim > > > -----Oprindelig meddelelse----- > Fra: Chris Hoffman [mailto:chris_h@berkeley.edu] > Sendt: 25. juni 2013 17:50 > Til: Kim Brasen > Cc: 'Aron Roberts'; Megan Forbes; talk@lists.collectionspace.org > Emne: Re: [Talk] Proposed CollectionSpace contribution: "Show Related Objects" and "Add to Record" buttons > > Hi Kim, > > Thanks for endorsing these contributions (again)! Your question about extending this to work on authority records is one we have also been thinking about, and Megan has brought up some additional design questions. My team is currently gearing up for our next deployment (for part of the Berkeley Art Museum/Pacific Film Archive), so we don't have time to do more development on this right now. I suggest we put this on the list for future work as a proposed enhancement. > > The release in which this will appear will be called version 3.3, and I think it's scheduled to be released in July. I'm hoping we can make this happen sooner rather than later, but that will rely on testing and QA of course. One of the things on my list is to create a QA script for these two contributions. I will draft a QA script, but would someone on your team be available to do the QA work and update the QA script if needed? > > Cheers, > Chris > > > On Jun 24, 2013, at 6:06 AM, Kim Brasen wrote: > >> Hi Aron and all, >> >> As you Aron already know, we would see this as a very important contribution, since it at least partly would allow us to run reports based on advanced searches across record types. This is a key functionality if our implementation is going to be a success. >> >> Would it be possible to extent the functionality to pull a set of objects related to authority records (especially person authority records)? We have a lot of requests like: "Alle works of art by female artists born in the second half of the nineteenth century". >> >> Cheers, >> Kim >> >> -----Oprindelig meddelelse----- >> Fra: Talk [mailto:talk-bounces@lists.collectionspace.org] På vegne af Aron Roberts >> Sendt: 22. juni 2013 00:29 >> Til: Megan Forbes >> Cc: talk@lists.collectionspace.org >> Emne: [Talk] Proposed CollectionSpace contribution: "Show Related Objects" and "Add to Record" buttons >> >> This is to propose a new CollectionSpace contribution from UC >> Berkeley, whose goal is to make it easier to work, as a group, with >> the set of objects associated with any other procedure or object. >> This contribution has long been in use on CollectionSpace deployments >> at UC Berkeley museums, beginning as early as August 2012. >> >> This contribution make it easier to perform ad hoc tasks similar to >> the following, via CollectionSpace's user interface: >> >> * Running a report on all (or perhaps some) of the objects >> associated with a specific loan. >> * Running a batch job to perform a mass update on all of the objects >> associated with a particular movement. >> >> (A common workflow for these tasks would be to first add such >> objects in bulk to a group - where you might remove or add individual >> objects, if needed - and then run reports and/or batch jobs on the >> objects associated with that group.) >> >> The contribution consists of two complementary parts, implemented >> entirely in CollectionSpace's UI layer by UC Berkeley's Ray Lee. Some >> obvious pieces of the contribution can be seen in: >> >> * A new "Show" button in the Cataloging area of the right sidebar. >> Clicking this button will list the Cataloging records related to the >> current record, on an Advanced Search results page. >> >> * A new "Add to record" button on the search results page of Advanced Search. >> Clicking this button allows you to add (relate) the records on the >> current page of Advanced Search results to any other existing record. >> >> You can try out this functionality on the QA server: >> http://qa.collectionspace.org >> >> For instance: >> * Create a new Group record. >> * Search for a Loan Out record whose borrower is the "Museum of >> Legendary Creatures". >> * Click the "Show" button in the Cataloging area of the right >> sidebar. (This reflects the first proposed contribution.) >> * On the Advanced Search results page that appears, click "Add to >> record". (This reflects the second proposed contribution.) >> * Search for your Group record. (Select "Group' from the dropdown >> menu, then (optionally) enter its title, and click "Search".) >> * Click the checkbox next to your Group, in the search results. >> * Click "Add search results" >> >> More details regarding this contribution are listed below. >> >> Aron >> >> -- >> >> 1. Links to the code for Ray's proposed contributions, as well as the >> changes made relative to the UI master branch, are listed in comments >> on: >> http://issues.collectionspace.org/browse/CODE-30 (Show Related Objects) >> http://issues.collectionspace.org/browse/CODE-31 (Add to Record) >> >> 2. Chris Hoffman already proposed the Show Related Objects button as a >> contribution in his post to the Talk list in April 2013, and >> contemplated adding the Add to Record functionality, as well, both in >> a P.S. and in a follow-up post: >> http://lists.collectionspace.org/pipermail/talk_lists.collectionspace.org/2013-April/001251.html >> http://lists.collectionspace.org/pipermail/talk_lists.collectionspace.org/2013-April/001259.html >> >> 3. These contributions, while adding immediately useful capabilities, >> are a stepping stone toward even broader functionality. It's long >> been intended that you could perform powerful operations on the items >> you've selected, via checkboxes, from any paginated list. (Comparable >> functionality already exists in the "Search to relate" dialog.) >> >> At some future time, the addition of that capability, or some subset >> of it, may supplant the functionality offered in the current >> contribution. >> >> _______________________________________________ >> Talk mailing list >> Talk@lists.collectionspace.org >> http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org >> >> _______________________________________________ >> Talk mailing list >> Talk@lists.collectionspace.org >> http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org > > > _______________________________________________ > Talk mailing list > Talk@lists.collectionspace.org > http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org

Hi Chris, Sorry for this belated response but we are quite busy working towards our launch of CollectionSpace now scheduled for August 19th - but with Summer holidays in between. I like your suggestion of working together on this contribution, and since we are going to have a developer working on this anyway sure we will do some or all of the programming. But let's exchange ideas on how to reach this goal. I'll get back to you when we commence work on this functionality. We would love to hear more about how you support complex searches with web applications. We have Sébastien working on iReports as well, but ideally we would want end users to be able to perform the searches themselves and then pull the reports in standard formats set up in iReport. Cheers, Kim -----Oprindelig meddelelse----- Fra: Chris Hoffman [mailto:chris_h@berkeley.edu] Sendt: 26. juni 2013 17:00 Til: Kim Brasen Cc: talk@lists.collectionspace.org Emne: Re: [Talk] Proposed CollectionSpace contribution: "Show Related Objects" and "Add to Record" buttons Thanks, Kim. I am talking about the QA test descriptions on the wiki. No programming involved. Hopefully we will be doing this before your vacation. I'm sure you will be busy then so we will try to keep this moving along. Regarding the additional work to make this kind of functionality work with authority records, we have some ideas about how that might work. If you have someone who can help with the programming maybe we could work together on this as a contribution. It would be quite similar to the existing contributions but different because authority references don't show in a secondary tab. Also, we should tell you more about the web applications we are building that support some of the kinds of searches you mentioned (works of art by female artists...). We are also doing a lot of work with iReport for some of these queries. Thanks, Chris On Jun 26, 2013, at 3:11 AM, Kim Brasen <Kim.Brasen@smk.dk> wrote: > Hi Chris, > > Thanks for your reply. We consider this functionality essential to the usefulness of our implementation of CS so we will probably try to find a solution to this quite soon, but we will keep you posted on our proceedings. > > Regarding QA testing it entirely depends on the dates because we are all going on vacation quite soon. If I'm here I'll gladly do some QA testing and if you by QA script mean the QA test description on the wiki I will update the text if needed. However if you are referring to some kind of code work I don't think we can provide anything before the summer holidays. > > I will be away from Monday July 15th and return to work Monday August 12th. > > Cheers, > Kim > > > -----Oprindelig meddelelse----- > Fra: Chris Hoffman [mailto:chris_h@berkeley.edu] > Sendt: 25. juni 2013 17:50 > Til: Kim Brasen > Cc: 'Aron Roberts'; Megan Forbes; talk@lists.collectionspace.org > Emne: Re: [Talk] Proposed CollectionSpace contribution: "Show Related Objects" and "Add to Record" buttons > > Hi Kim, > > Thanks for endorsing these contributions (again)! Your question about extending this to work on authority records is one we have also been thinking about, and Megan has brought up some additional design questions. My team is currently gearing up for our next deployment (for part of the Berkeley Art Museum/Pacific Film Archive), so we don't have time to do more development on this right now. I suggest we put this on the list for future work as a proposed enhancement. > > The release in which this will appear will be called version 3.3, and I think it's scheduled to be released in July. I'm hoping we can make this happen sooner rather than later, but that will rely on testing and QA of course. One of the things on my list is to create a QA script for these two contributions. I will draft a QA script, but would someone on your team be available to do the QA work and update the QA script if needed? > > Cheers, > Chris > > > On Jun 24, 2013, at 6:06 AM, Kim Brasen wrote: > >> Hi Aron and all, >> >> As you Aron already know, we would see this as a very important contribution, since it at least partly would allow us to run reports based on advanced searches across record types. This is a key functionality if our implementation is going to be a success. >> >> Would it be possible to extent the functionality to pull a set of objects related to authority records (especially person authority records)? We have a lot of requests like: "Alle works of art by female artists born in the second half of the nineteenth century". >> >> Cheers, >> Kim >> >> -----Oprindelig meddelelse----- >> Fra: Talk [mailto:talk-bounces@lists.collectionspace.org] På vegne af Aron Roberts >> Sendt: 22. juni 2013 00:29 >> Til: Megan Forbes >> Cc: talk@lists.collectionspace.org >> Emne: [Talk] Proposed CollectionSpace contribution: "Show Related Objects" and "Add to Record" buttons >> >> This is to propose a new CollectionSpace contribution from UC >> Berkeley, whose goal is to make it easier to work, as a group, with >> the set of objects associated with any other procedure or object. >> This contribution has long been in use on CollectionSpace deployments >> at UC Berkeley museums, beginning as early as August 2012. >> >> This contribution make it easier to perform ad hoc tasks similar to >> the following, via CollectionSpace's user interface: >> >> * Running a report on all (or perhaps some) of the objects >> associated with a specific loan. >> * Running a batch job to perform a mass update on all of the objects >> associated with a particular movement. >> >> (A common workflow for these tasks would be to first add such >> objects in bulk to a group - where you might remove or add individual >> objects, if needed - and then run reports and/or batch jobs on the >> objects associated with that group.) >> >> The contribution consists of two complementary parts, implemented >> entirely in CollectionSpace's UI layer by UC Berkeley's Ray Lee. Some >> obvious pieces of the contribution can be seen in: >> >> * A new "Show" button in the Cataloging area of the right sidebar. >> Clicking this button will list the Cataloging records related to the >> current record, on an Advanced Search results page. >> >> * A new "Add to record" button on the search results page of Advanced Search. >> Clicking this button allows you to add (relate) the records on the >> current page of Advanced Search results to any other existing record. >> >> You can try out this functionality on the QA server: >> http://qa.collectionspace.org >> >> For instance: >> * Create a new Group record. >> * Search for a Loan Out record whose borrower is the "Museum of >> Legendary Creatures". >> * Click the "Show" button in the Cataloging area of the right >> sidebar. (This reflects the first proposed contribution.) >> * On the Advanced Search results page that appears, click "Add to >> record". (This reflects the second proposed contribution.) >> * Search for your Group record. (Select "Group' from the dropdown >> menu, then (optionally) enter its title, and click "Search".) >> * Click the checkbox next to your Group, in the search results. >> * Click "Add search results" >> >> More details regarding this contribution are listed below. >> >> Aron >> >> -- >> >> 1. Links to the code for Ray's proposed contributions, as well as the >> changes made relative to the UI master branch, are listed in comments >> on: >> http://issues.collectionspace.org/browse/CODE-30 (Show Related Objects) >> http://issues.collectionspace.org/browse/CODE-31 (Add to Record) >> >> 2. Chris Hoffman already proposed the Show Related Objects button as a >> contribution in his post to the Talk list in April 2013, and >> contemplated adding the Add to Record functionality, as well, both in >> a P.S. and in a follow-up post: >> http://lists.collectionspace.org/pipermail/talk_lists.collectionspace.org/2013-April/001251.html >> http://lists.collectionspace.org/pipermail/talk_lists.collectionspace.org/2013-April/001259.html >> >> 3. These contributions, while adding immediately useful capabilities, >> are a stepping stone toward even broader functionality. It's long >> been intended that you could perform powerful operations on the items >> you've selected, via checkboxes, from any paginated list. (Comparable >> functionality already exists in the "Search to relate" dialog.) >> >> At some future time, the addition of that capability, or some subset >> of it, may supplant the functionality offered in the current >> contribution. >> >> _______________________________________________ >> Talk mailing list >> Talk@lists.collectionspace.org >> http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org >> >> _______________________________________________ >> Talk mailing list >> Talk@lists.collectionspace.org >> http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org > > > _______________________________________________ > Talk mailing list > Talk@lists.collectionspace.org > http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org

Hi Kim, I am sure you all are having a very exciting time right now! August 19th is fast approaching -- best of luck to you!! Let us know when you'd like to talk more about the authority record related objects and about the web applications. On the web applications, we are putting all that work in github, so it will be available to the community. Thanks, Chris On Jul 2, 2013, at 6:43 AM, Kim Brasen wrote: > Hi Chris, > > Sorry for this belated response but we are quite busy working towards our launch of CollectionSpace now scheduled for August 19th - but with Summer holidays in between. > > I like your suggestion of working together on this contribution, and since we are going to have a developer working on this anyway sure we will do some or all of the programming. But let's exchange ideas on how to reach this goal. I'll get back to you when we commence work on this functionality. > > We would love to hear more about how you support complex searches with web applications. We have Sébastien working on iReports as well, but ideally we would want end users to be able to perform the searches themselves and then pull the reports in standard formats set up in iReport. > > Cheers, > Kim > > > -----Oprindelig meddelelse----- > Fra: Chris Hoffman [mailto:chris_h@berkeley.edu] > Sendt: 26. juni 2013 17:00 > Til: Kim Brasen > Cc: talk@lists.collectionspace.org > Emne: Re: [Talk] Proposed CollectionSpace contribution: "Show Related Objects" and "Add to Record" buttons > > Thanks, Kim. I am talking about the QA test descriptions on the wiki. > No programming involved. Hopefully we will be doing this before your > vacation. I'm sure you will be busy then so we will try to keep this > moving along. > > Regarding the additional work to make this kind of functionality work > with authority records, we have some ideas about how that might work. > If you have someone who can help with the programming maybe we could > work together on this as a contribution. It would be quite similar to > the existing contributions but different because authority references > don't show in a secondary tab. > > Also, we should tell you more about the web applications we are > building that support some of the kinds of searches you mentioned > (works of art by female artists...). We are also doing a lot of work > with iReport for some of these queries. > > Thanks, > Chris > > On Jun 26, 2013, at 3:11 AM, Kim Brasen <Kim.Brasen@smk.dk> wrote: > >> Hi Chris, >> >> Thanks for your reply. We consider this functionality essential to the usefulness of our implementation of CS so we will probably try to find a solution to this quite soon, but we will keep you posted on our proceedings. >> >> Regarding QA testing it entirely depends on the dates because we are all going on vacation quite soon. If I'm here I'll gladly do some QA testing and if you by QA script mean the QA test description on the wiki I will update the text if needed. However if you are referring to some kind of code work I don't think we can provide anything before the summer holidays. >> >> I will be away from Monday July 15th and return to work Monday August 12th. >> >> Cheers, >> Kim >> >> >> -----Oprindelig meddelelse----- >> Fra: Chris Hoffman [mailto:chris_h@berkeley.edu] >> Sendt: 25. juni 2013 17:50 >> Til: Kim Brasen >> Cc: 'Aron Roberts'; Megan Forbes; talk@lists.collectionspace.org >> Emne: Re: [Talk] Proposed CollectionSpace contribution: "Show Related Objects" and "Add to Record" buttons >> >> Hi Kim, >> >> Thanks for endorsing these contributions (again)! Your question about extending this to work on authority records is one we have also been thinking about, and Megan has brought up some additional design questions. My team is currently gearing up for our next deployment (for part of the Berkeley Art Museum/Pacific Film Archive), so we don't have time to do more development on this right now. I suggest we put this on the list for future work as a proposed enhancement. >> >> The release in which this will appear will be called version 3.3, and I think it's scheduled to be released in July. I'm hoping we can make this happen sooner rather than later, but that will rely on testing and QA of course. One of the things on my list is to create a QA script for these two contributions. I will draft a QA script, but would someone on your team be available to do the QA work and update the QA script if needed? >> >> Cheers, >> Chris >> >> >> On Jun 24, 2013, at 6:06 AM, Kim Brasen wrote: >> >>> Hi Aron and all, >>> >>> As you Aron already know, we would see this as a very important contribution, since it at least partly would allow us to run reports based on advanced searches across record types. This is a key functionality if our implementation is going to be a success. >>> >>> Would it be possible to extent the functionality to pull a set of objects related to authority records (especially person authority records)? We have a lot of requests like: "Alle works of art by female artists born in the second half of the nineteenth century". >>> >>> Cheers, >>> Kim >>> >>> -----Oprindelig meddelelse----- >>> Fra: Talk [mailto:talk-bounces@lists.collectionspace.org] På vegne af Aron Roberts >>> Sendt: 22. juni 2013 00:29 >>> Til: Megan Forbes >>> Cc: talk@lists.collectionspace.org >>> Emne: [Talk] Proposed CollectionSpace contribution: "Show Related Objects" and "Add to Record" buttons >>> >>> This is to propose a new CollectionSpace contribution from UC >>> Berkeley, whose goal is to make it easier to work, as a group, with >>> the set of objects associated with any other procedure or object. >>> This contribution has long been in use on CollectionSpace deployments >>> at UC Berkeley museums, beginning as early as August 2012. >>> >>> This contribution make it easier to perform ad hoc tasks similar to >>> the following, via CollectionSpace's user interface: >>> >>> * Running a report on all (or perhaps some) of the objects >>> associated with a specific loan. >>> * Running a batch job to perform a mass update on all of the objects >>> associated with a particular movement. >>> >>> (A common workflow for these tasks would be to first add such >>> objects in bulk to a group - where you might remove or add individual >>> objects, if needed - and then run reports and/or batch jobs on the >>> objects associated with that group.) >>> >>> The contribution consists of two complementary parts, implemented >>> entirely in CollectionSpace's UI layer by UC Berkeley's Ray Lee. Some >>> obvious pieces of the contribution can be seen in: >>> >>> * A new "Show" button in the Cataloging area of the right sidebar. >>> Clicking this button will list the Cataloging records related to the >>> current record, on an Advanced Search results page. >>> >>> * A new "Add to record" button on the search results page of Advanced Search. >>> Clicking this button allows you to add (relate) the records on the >>> current page of Advanced Search results to any other existing record. >>> >>> You can try out this functionality on the QA server: >>> http://qa.collectionspace.org >>> >>> For instance: >>> * Create a new Group record. >>> * Search for a Loan Out record whose borrower is the "Museum of >>> Legendary Creatures". >>> * Click the "Show" button in the Cataloging area of the right >>> sidebar. (This reflects the first proposed contribution.) >>> * On the Advanced Search results page that appears, click "Add to >>> record". (This reflects the second proposed contribution.) >>> * Search for your Group record. (Select "Group' from the dropdown >>> menu, then (optionally) enter its title, and click "Search".) >>> * Click the checkbox next to your Group, in the search results. >>> * Click "Add search results" >>> >>> More details regarding this contribution are listed below. >>> >>> Aron >>> >>> -- >>> >>> 1. Links to the code for Ray's proposed contributions, as well as the >>> changes made relative to the UI master branch, are listed in comments >>> on: >>> http://issues.collectionspace.org/browse/CODE-30 (Show Related Objects) >>> http://issues.collectionspace.org/browse/CODE-31 (Add to Record) >>> >>> 2. Chris Hoffman already proposed the Show Related Objects button as a >>> contribution in his post to the Talk list in April 2013, and >>> contemplated adding the Add to Record functionality, as well, both in >>> a P.S. and in a follow-up post: >>> http://lists.collectionspace.org/pipermail/talk_lists.collectionspace.org/2013-April/001251.html >>> http://lists.collectionspace.org/pipermail/talk_lists.collectionspace.org/2013-April/001259.html >>> >>> 3. These contributions, while adding immediately useful capabilities, >>> are a stepping stone toward even broader functionality. It's long >>> been intended that you could perform powerful operations on the items >>> you've selected, via checkboxes, from any paginated list. (Comparable >>> functionality already exists in the "Search to relate" dialog.) >>> >>> At some future time, the addition of that capability, or some subset >>> of it, may supplant the functionality offered in the current >>> contribution. >>> >>> _______________________________________________ >>> Talk mailing list >>> Talk@lists.collectionspace.org >>> http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org >>> >>> _______________________________________________ >>> Talk mailing list >>> Talk@lists.collectionspace.org >>> http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org >> >> >> _______________________________________________ >> Talk mailing list >> Talk@lists.collectionspace.org >> http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org > > _______________________________________________ > Talk mailing list > Talk@lists.collectionspace.org > http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org