SB
Sébastien Brossard
Wed, Jun 12, 2013 9:56 AM
Dear all,
We came to understand in the exchange below, that Berkeley developed an "add to record" button in advanced search that is used to add results of an advanced search into an existing group.
On the other hand, our users demand to be able to print results of an advanced search - I think all of you know from experience what's like to be under pressure from users... in other words, we can't go live without this functionality.
Thus the "add to record" button developed by Berkeley would be a fantastic solution.
Is there by any chance a way to get the snippet of Berkeley's code for this development before the release of the version 3.2.3?
Thank you by advance for your answer.
Cheers,
Sébastien
Fra: Talk [mailto:talk-bounces@lists.collectionspace.org] På vegne af Christopher Pott
Sendt: 24. april 2013 15:21
Til: 'Chris Hoffman'
Cc: talk@lists.collectionspace.orgmailto:talk@lists.collectionspace.org List
Emne: Re: [Talk] Proposal for a contribution to v3.2.3
Hi Chris,
Ok, I understand where you're coming from now and can see how your approach begins to enable the kind of searching which I imagine many implementers will require (at least we do). The features you describe (especially "Add to record" in Advanced search) would be very useful addition to the platform.
Cheers,
Chris
Fra: Chris Hoffman [mailto:chris_h@berkeley.edu]
Sendt: 23. april 2013 17:56
Til: Christopher Pott
Cc: talk@lists.collectionspace.orgmailto:talk@lists.collectionspace.org List
Emne: Re: [Talk] Proposal for a contribution to v3.2.3
Hi Chris,
Megan brought up this point as well. Until we contribute some additional functionality developed at Berkeley, this button wouldn't really do that much.
On the Advanced Search results screen, we've already added a button called "Add to record". It opens a pop up that allows you to search for an existing procedure record and then relate the items in your search to that procedure record. Here's how Michael Black and PAHMA use this extensively: Do an advanced search on Collection Objects. Click "Add to Record". Find an existing Group. Add the search results to the Group. Go to the Group. Run one of many reports we've built for Groups, or just use that to Group to make it easier to navigate through the related objects.
PAHMA wants to be able to run these same reports for all objects related to any procedure.
Still, the Add to Record functionality is very useful because it allows them to create ad-hoc groups more easily. One of the other requests here is to enhance Search to Relate to use Advanced Search, instead of keyword search.
The "Show Related Objects" button is kind of a workaround in this regard and doesn't address the kind of search you mentioned in your first paragraph.
I can see now though that this contribution doesn't add much without the "Add to Record" button. I'll ask my team if we can contribute both things together for 3.2.3. If not, we'll find a later date to contribute these things together.
This
Thanks,
Chris
On Apr 23, 2013, at 1:32 AM, Christopher Pott wrote:
Hi Chris,
The "search across record types" functionality is something we see as essential for day to day use of the system, so anything supporting this would be a great improvement. 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. 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.orgmailto: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.edumailto:chris.hoffman@berkeley.edu
510-642-9643
Dear all,
We came to understand in the exchange below, that Berkeley developed an "add to record" button in advanced search that is used to add results of an advanced search into an existing group.
On the other hand, our users demand to be able to print results of an advanced search - I think all of you know from experience what's like to be under pressure from users... in other words, we can't go live without this functionality.
Thus the "add to record" button developed by Berkeley would be a fantastic solution.
Is there by any chance a way to get the snippet of Berkeley's code for this development before the release of the version 3.2.3?
Thank you by advance for your answer.
Cheers,
Sébastien
Fra: Talk [mailto:talk-bounces@lists.collectionspace.org] På vegne af Christopher Pott
Sendt: 24. april 2013 15:21
Til: 'Chris Hoffman'
Cc: talk@lists.collectionspace.org<mailto:talk@lists.collectionspace.org> List
Emne: Re: [Talk] Proposal for a contribution to v3.2.3
Hi Chris,
Ok, I understand where you're coming from now and can see how your approach begins to enable the kind of searching which I imagine many implementers will require (at least we do). The features you describe (especially "Add to record" in Advanced search) would be very useful addition to the platform.
Cheers,
Chris
________________________________
Fra: Chris Hoffman [mailto:chris_h@berkeley.edu]
Sendt: 23. april 2013 17:56
Til: Christopher Pott
Cc: talk@lists.collectionspace.org<mailto:talk@lists.collectionspace.org> List
Emne: Re: [Talk] Proposal for a contribution to v3.2.3
Hi Chris,
Megan brought up this point as well. Until we contribute some additional functionality developed at Berkeley, this button wouldn't really do that much.
On the Advanced Search results screen, we've already added a button called "Add to record". It opens a pop up that allows you to search for an existing procedure record and then relate the items in your search to that procedure record. Here's how Michael Black and PAHMA use this extensively: Do an advanced search on Collection Objects. Click "Add to Record". Find an existing Group. Add the search results to the Group. Go to the Group. Run one of many reports we've built for Groups, or just use that to Group to make it easier to navigate through the related objects.
PAHMA wants to be able to run these same reports for all objects related to any procedure.
Still, the Add to Record functionality is very useful because it allows them to create ad-hoc groups more easily. One of the other requests here is to enhance Search to Relate to use Advanced Search, instead of keyword search.
The "Show Related Objects" button is kind of a workaround in this regard and doesn't address the kind of search you mentioned in your first paragraph.
I can see now though that this contribution doesn't add much without the "Add to Record" button. I'll ask my team if we can contribute both things together for 3.2.3. If not, we'll find a later date to contribute these things together.
This
Thanks,
Chris
On Apr 23, 2013, at 1:32 AM, Christopher Pott wrote:
Hi Chris,
The "search across record types" functionality is something we see as essential for day to day use of the system, so anything supporting this would be a great improvement. 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. 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<mailto: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<mailto:chris.hoffman@berkeley.edu>
510-642-9643
CH
Chris Hoffman
Wed, Jun 12, 2013 4:50 PM
Hi Sébastien,
Thanks for reminding us about this. I will talk to Ray Lee, developer of this functionality, to see what it would take to contribute it. There's also the possibility that we could show you how to patch it in to your system, but if we can get it contributed to core, that would be great.
We do need some approval from Megan or someone at MMI. I think this email can represent the approval by the broader community for the contribution.
There is supposed to be a code review step too. I'll ask Patrick about how we can make that a simpler, shorter step. We at Berkeley have been using this for months, so I think it's been field-tested sufficiently ;-)
Regards,
Chris
On Jun 12, 2013, at 2:56 AM, Sébastien Brossard wrote:
Dear all,
We came to understand in the exchange below, that Berkeley developed an ”add to record” button in advanced searchthat is used to add results of an advanced search into an existing group.
On the other hand, our users demand to be able to print results of an advanced search - I think all of you know from experience what’s like to be under pressure from users… in other words, we can’t go live without this functionality.
Thus the “add to record” button developed by Berkeley would be a fantastic solution.
Is there by any chance a way to get the snippet of Berkeley’s code for this development before the release of the version 3.2.3?
Thank you by advance for your answer.
Cheers,
Sébastien
Fra: Talk [mailto:talk-bounces@lists.collectionspace.org] På vegne af Christopher Pott
Sendt: 24. april 2013 15:21
Til: 'Chris Hoffman'
Cc: talk@lists.collectionspace.org List
Emne: Re: [Talk] Proposal for a contribution to v3.2.3
Hi Chris,
Ok, I understand where you’re coming from now and can see how your approach begins to enable the kind of searching which I imagine many implementers will require (at least we do). The features you describe (especially “Add to record” in Advanced search) would be very useful addition to the platform.
Cheers,
Chris
Fra: Chris Hoffman [mailto:chris_h@berkeley.edu]
Sendt: 23. april 2013 17:56
Til: Christopher Pott
Cc: talk@lists.collectionspace.org List
Emne: Re: [Talk] Proposal for a contribution to v3.2.3
Hi Chris,
Megan brought up this point as well. Until we contribute some additional functionality developed at Berkeley, this button wouldn't really do that much.
On the Advanced Search results screen, we've already added a button called "Add to record". It opens a pop up that allows you to search for an existing procedure record and then relate the items in your search to that procedure record. Here's how Michael Black and PAHMA use this extensively: Do an advanced search on Collection Objects. Click "Add to Record". Find an existing Group. Add the search results to the Group. Go to the Group. Run one of many reports we've built for Groups, or just use that to Group to make it easier to navigate through the related objects.
PAHMA wants to be able to run these same reports for all objects related to any procedure.
Still, the Add to Record functionality is very useful because it allows them to create ad-hoc groups more easily. One of the other requests here is to enhance Search to Relate to use Advanced Search, instead of keyword search.
The "Show Related Objects" button is kind of a workaround in this regard and doesn't address the kind of search you mentioned in your first paragraph.
I can see now though that this contribution doesn't add much without the "Add to Record" button. I'll ask my team if we can contribute both things together for 3.2.3. If not, we'll find a later date to contribute these things together.
This
Thanks,
Chris
On Apr 23, 2013, at 1:32 AM, Christopher Pott wrote:
Hi Chris,
The ”search across record types” functionality is something we see as essential for day to day use of the system, so anything supporting this would be a great improvement. 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. 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
Hi Sébastien,
Thanks for reminding us about this. I will talk to Ray Lee, developer of this functionality, to see what it would take to contribute it. There's also the possibility that we could show you how to patch it in to your system, but if we can get it contributed to core, that would be great.
We do need some approval from Megan or someone at MMI. I think this email can represent the approval by the broader community for the contribution.
There is supposed to be a code review step too. I'll ask Patrick about how we can make that a simpler, shorter step. We at Berkeley have been using this for months, so I think it's been field-tested sufficiently ;-)
Regards,
Chris
On Jun 12, 2013, at 2:56 AM, Sébastien Brossard wrote:
> Dear all,
>
> We came to understand in the exchange below, that Berkeley developed an ”add to record” button in advanced searchthat is used to add results of an advanced search into an existing group.
>
> On the other hand, our users demand to be able to print results of an advanced search - I think all of you know from experience what’s like to be under pressure from users… in other words, we can’t go live without this functionality.
>
> Thus the “add to record” button developed by Berkeley would be a fantastic solution.
>
> Is there by any chance a way to get the snippet of Berkeley’s code for this development before the release of the version 3.2.3?
>
> Thank you by advance for your answer.
>
> Cheers,
> Sébastien
>
>
>
> Fra: Talk [mailto:talk-bounces@lists.collectionspace.org] På vegne af Christopher Pott
> Sendt: 24. april 2013 15:21
> Til: 'Chris Hoffman'
> Cc: talk@lists.collectionspace.org List
> Emne: Re: [Talk] Proposal for a contribution to v3.2.3
>
> Hi Chris,
>
> Ok, I understand where you’re coming from now and can see how your approach begins to enable the kind of searching which I imagine many implementers will require (at least we do). The features you describe (especially “Add to record” in Advanced search) would be very useful addition to the platform.
>
> Cheers,
> Chris
>
>
> Fra: Chris Hoffman [mailto:chris_h@berkeley.edu]
> Sendt: 23. april 2013 17:56
> Til: Christopher Pott
> Cc: talk@lists.collectionspace.org List
> Emne: Re: [Talk] Proposal for a contribution to v3.2.3
>
> Hi Chris,
>
> Megan brought up this point as well. Until we contribute some additional functionality developed at Berkeley, this button wouldn't really do that much.
>
> On the Advanced Search results screen, we've already added a button called "Add to record". It opens a pop up that allows you to search for an existing procedure record and then relate the items in your search to that procedure record. Here's how Michael Black and PAHMA use this extensively: Do an advanced search on Collection Objects. Click "Add to Record". Find an existing Group. Add the search results to the Group. Go to the Group. Run one of many reports we've built for Groups, or just use that to Group to make it easier to navigate through the related objects.
>
> PAHMA wants to be able to run these same reports for all objects related to any procedure.
>
> Still, the Add to Record functionality is very useful because it allows them to create ad-hoc groups more easily. One of the other requests here is to enhance Search to Relate to use Advanced Search, instead of keyword search.
>
> The "Show Related Objects" button is kind of a workaround in this regard and doesn't address the kind of search you mentioned in your first paragraph.
>
> I can see now though that this contribution doesn't add much without the "Add to Record" button. I'll ask my team if we can contribute both things together for 3.2.3. If not, we'll find a later date to contribute these things together.
>
> This
>
> Thanks,
> Chris
>
>
> On Apr 23, 2013, at 1:32 AM, Christopher Pott wrote:
>
>
> Hi Chris,
>
> The ”search across record types” functionality is something we see as essential for day to day use of the system, so anything supporting this would be a great improvement. 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. 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
RL
Ray Lee
Wed, Jun 12, 2013 5:10 PM
Hi Sébastien,
Is the idea to add the search results to a group, and then write a report
that prints the contents of the group?
A limitation of the Add to Record button is that it only adds one page of
search results (the page currently being viewed). This is because the
functionality is driven by the UI layer, and the UI only retrieves list
results as the user navigates to a new page. We could write some additional
code to have it retrieve every page when you do the add, but this could be
dangerous for large result sets. That behavior would be up for debate when
we propose the contribution.
Another limitation is that the group must already exist. You can search for
an existing group from the search results, but you can't create a new one.
This means your users' workflow would be:
- Create a new group.
- Do the advanced search.
- If there is more than one page of results, increase the page size so it
includes all the results, or repeat step 4 for each page.
- Click the Add to Record button. Find the newly created group using
keyword search, and add the page of results to that group. If there's more
than one page, navigate to the next page and repeat.
- Open the group and run the report.
This would work, but there's definitely some user training involved.
Thanks,
Ray
On Wed, Jun 12, 2013 at 2:56 AM, Sébastien Brossard <
Sebastien.Brossard@smk.dk> wrote:
Dear all,****
We came to understand in the exchange below, that Berkeley developed an
”add to record” button in advanced search that is used to add results
of an advanced search into an existing group.****
On the other hand, our users demand to be able to print results of an advanced
search - I think all of you know from experience what’s like to be under
pressure from users… in other words, we can’t go live without this
functionality.****
Thus the “add to record” button developed by Berkeley would be a fantastic
solution.****
Is there by any chance a way to get the snippet of Berkeley’s code for
this development before the release of the version 3.2.3?****
Thank you by advance for your answer.****
Cheers,****
Sébastien****
Fra: Talk [mailto:talk-bounces@lists.collectionspace.orgtalk-bounces@lists.collectionspace.org]
*På vegne af *Christopher Pott
Sendt: 24. april 2013 15:21
Til: 'Chris Hoffman'
Cc: talk@lists.collectionspace.org List
Emne: Re: [Talk] Proposal for a contribution to v3.2.3****
Hi Chris, ****
Ok, I understand where you’re coming from now and can see how your
approach begins to enable the kind of searching which I imagine many
implementers will require (at least we do). The features you describe
(especially “Add to record” in Advanced search) would be very useful
addition to the platform.****
Cheers,****
Chris****
Fra: Chris Hoffman [mailto:chris_h@berkeley.edu chris_h@berkeley.edu]
Sendt: 23. april 2013 17:56
Til: Christopher Pott
Cc: talk@lists.collectionspace.org List
Emne: Re: [Talk] Proposal for a contribution to v3.2.3****
Hi Chris,****
Megan brought up this point as well. Until we contribute some additional
functionality developed at Berkeley, this button wouldn't really do that
much.
On the Advanced Search results screen, we've already added a button called
"Add to record". It opens a pop up that allows you to search for an
existing procedure record and then relate the items in your search to that
procedure record. Here's how Michael Black and PAHMA use this extensively:
Do an advanced search on Collection Objects. Click "Add to Record". Find
an existing Group. Add the search results to the Group. Go to the Group.
Run one of many reports we've built for Groups, or just use that to Group
to make it easier to navigate through the related objects.
PAHMA wants to be able to run these same reports for all objects related
to any procedure.
Still, the Add to Record functionality is very useful because it allows
them to create ad-hoc groups more easily. One of the other requests here
is to enhance Search to Relate to use Advanced Search, instead of keyword
search.
The "Show Related Objects" button is kind of a workaround in this regard
and doesn't address the kind of search you mentioned in your first
paragraph. ****
I can see now though that this contribution doesn't add much without the
"Add to Record" button. I'll ask my team if we can contribute both things
together for 3.2.3. If not, we'll find a later date to contribute these
things together.****
This
Thanks,
Chris****
On Apr 23, 2013, at 1:32 AM, Christopher Pott wrote:****
Hi Chris,****
The ”search across record types” functionality is something we see as
essential for day to day use of the system, so anything supporting this
would be a great improvement. 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. 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.orgtalk-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
Hi Sébastien,
Is the idea to add the search results to a group, and then write a report
that prints the contents of the group?
A limitation of the Add to Record button is that it only adds one page of
search results (the page currently being viewed). This is because the
functionality is driven by the UI layer, and the UI only retrieves list
results as the user navigates to a new page. We could write some additional
code to have it retrieve every page when you do the add, but this could be
dangerous for large result sets. That behavior would be up for debate when
we propose the contribution.
Another limitation is that the group must already exist. You can search for
an existing group from the search results, but you can't create a new one.
This means your users' workflow would be:
1. Create a new group.
2. Do the advanced search.
3. If there is more than one page of results, increase the page size so it
includes all the results, or repeat step 4 for each page.
4. Click the Add to Record button. Find the newly created group using
keyword search, and add the page of results to that group. If there's more
than one page, navigate to the next page and repeat.
5. Open the group and run the report.
This would work, but there's definitely some user training involved.
Thanks,
Ray
On Wed, Jun 12, 2013 at 2:56 AM, Sébastien Brossard <
Sebastien.Brossard@smk.dk> wrote:
> Dear all,****
>
> ** **
>
> We came to understand in the exchange below, that Berkeley developed an
> ”add to record” button in *advanced search* that is used to add results
> of an *advanced search* into an existing group.****
>
> ** **
>
> On the other hand, our users demand to be able to print results of an *advanced
> search* - I think all of you know from experience what’s like to be under
> pressure from users… in other words, we can’t go live without this
> functionality.****
>
> ** **
>
> Thus the “add to record” button developed by Berkeley would be a fantastic
> solution.****
>
> ** **
>
> Is there by any chance a way to get the snippet of Berkeley’s code for
> this development before the release of the version 3.2.3?****
>
> ** **
>
> Thank you by advance for your answer.****
>
> ** **
>
> Cheers,****
>
> Sébastien****
>
> ** **
>
> ** **
>
> ** **
>
> *Fra:* Talk [mailto:talk-bounces@lists.collectionspace.org<talk-bounces@lists.collectionspace.org>]
> *På vegne af *Christopher Pott
> *Sendt:* 24. april 2013 15:21
> *Til:* 'Chris Hoffman'
> *Cc:* talk@lists.collectionspace.org List
>
> *Emne:* Re: [Talk] Proposal for a contribution to v3.2.3****
>
> ** **
>
> Hi Chris, ****
>
> ** **
>
> Ok, I understand where you’re coming from now and can see how your
> approach begins to enable the kind of searching which I imagine many
> implementers will require (at least we do). The features you describe
> (especially “Add to record” in Advanced search) would be very useful
> addition to the platform.****
>
> ** **
>
> Cheers,****
>
> Chris****
>
> ** **
>
> ** **
> ------------------------------
>
> *Fra:* Chris Hoffman [mailto:chris_h@berkeley.edu <chris_h@berkeley.edu>]
> *Sendt:* 23. april 2013 17:56
> *Til:* Christopher Pott
> *Cc:* talk@lists.collectionspace.org List
> *Emne:* Re: [Talk] Proposal for a contribution to v3.2.3****
>
> ** **
>
> Hi Chris,****
>
> ** **
>
> Megan brought up this point as well. Until we contribute some additional
> functionality developed at Berkeley, this button wouldn't really do that
> much.
>
> On the Advanced Search results screen, we've already added a button called
> "Add to record". It opens a pop up that allows you to search for an
> existing procedure record and then relate the items in your search to that
> procedure record. Here's how Michael Black and PAHMA use this extensively:
> Do an advanced search on Collection Objects. Click "Add to Record". Find
> an existing Group. Add the search results to the Group. Go to the Group.
> Run one of many reports we've built for Groups, or just use that to Group
> to make it easier to navigate through the related objects.
>
> PAHMA wants to be able to run these same reports for all objects related
> to any procedure.
>
> Still, the Add to Record functionality is very useful because it allows
> them to create ad-hoc groups more easily. One of the other requests here
> is to enhance Search to Relate to use Advanced Search, instead of keyword
> search.
>
> The "Show Related Objects" button is kind of a workaround in this regard
> and doesn't address the kind of search you mentioned in your first
> paragraph. ****
>
> ** **
>
> I can see now though that this contribution doesn't add much without the
> "Add to Record" button. I'll ask my team if we can contribute both things
> together for 3.2.3. If not, we'll find a later date to contribute these
> things together.****
>
> ** **
>
> This
>
> Thanks,
> Chris****
>
> ** **
>
> ** **
>
> On Apr 23, 2013, at 1:32 AM, Christopher Pott wrote:****
>
> ** **
>
> Hi Chris,****
>
> ****
>
> The ”search across record types” functionality is something we see as
> essential for day to day use of the system, so anything supporting this
> would be a great improvement. 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. 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<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
>
>
CH
Chris Hoffman
Wed, Jun 12, 2013 5:19 PM
Thanks, Ray, for the details.
What the Hearst Museum of Anthropology does (I believe) to get around the one-page limitation: We've configured most of our systems here at Berkeley to have a default search results page size of 50 items and given them the options of an even larger number of results (100 or whatever). The default list of 10 is kind of silly for the collections we're working with. Then when they need to add a large set of items, they just change the drop down to get more results on the page.
Chris
On Jun 12, 2013, at 10:10 AM, Ray Lee wrote:
Hi Sébastien,
Is the idea to add the search results to a group, and then write a report that prints the contents of the group?
A limitation of the Add to Record button is that it only adds one page of search results (the page currently being viewed). This is because the functionality is driven by the UI layer, and the UI only retrieves list results as the user navigates to a new page. We could write some additional code to have it retrieve every page when you do the add, but this could be dangerous for large result sets. That behavior would be up for debate when we propose the contribution.
Another limitation is that the group must already exist. You can search for an existing group from the search results, but you can't create a new one.
This means your users' workflow would be:
- Create a new group.
- Do the advanced search.
- If there is more than one page of results, increase the page size so it includes all the results, or repeat step 4 for each page.
- Click the Add to Record button. Find the newly created group using keyword search, and add the page of results to that group. If there's more than one page, navigate to the next page and repeat.
- Open the group and run the report.
This would work, but there's definitely some user training involved.
Thanks,
Ray
On Wed, Jun 12, 2013 at 2:56 AM, Sébastien Brossard Sebastien.Brossard@smk.dk wrote:
Dear all,
We came to understand in the exchange below, that Berkeley developed an ”add to record” button in advanced search that is used to add results of an advanced search into an existing group.
On the other hand, our users demand to be able to print results of an advanced search - I think all of you know from experience what’s like to be under pressure from users… in other words, we can’t go live without this functionality.
Thus the “add to record” button developed by Berkeley would be a fantastic solution.
Is there by any chance a way to get the snippet of Berkeley’s code for this development before the release of the version 3.2.3?
Thank you by advance for your answer.
Cheers,
Sébastien
Fra: Talk [mailto:talk-bounces@lists.collectionspace.org] På vegne af Christopher Pott
Sendt: 24. april 2013 15:21
Til: 'Chris Hoffman'
Cc: talk@lists.collectionspace.org List
Emne: Re: [Talk] Proposal for a contribution to v3.2.3
Hi Chris,
Ok, I understand where you’re coming from now and can see how your approach begins to enable the kind of searching which I imagine many implementers will require (at least we do). The features you describe (especially “Add to record” in Advanced search) would be very useful addition to the platform.
Cheers,
Chris
Fra: Chris Hoffman [mailto:chris_h@berkeley.edu]
Sendt: 23. april 2013 17:56
Til: Christopher Pott
Cc: talk@lists.collectionspace.org List
Emne: Re: [Talk] Proposal for a contribution to v3.2.3
Hi Chris,
Megan brought up this point as well. Until we contribute some additional functionality developed at Berkeley, this button wouldn't really do that much.
On the Advanced Search results screen, we've already added a button called "Add to record". It opens a pop up that allows you to search for an existing procedure record and then relate the items in your search to that procedure record. Here's how Michael Black and PAHMA use this extensively: Do an advanced search on Collection Objects. Click "Add to Record". Find an existing Group. Add the search results to the Group. Go to the Group. Run one of many reports we've built for Groups, or just use that to Group to make it easier to navigate through the related objects.
PAHMA wants to be able to run these same reports for all objects related to any procedure.
Still, the Add to Record functionality is very useful because it allows them to create ad-hoc groups more easily. One of the other requests here is to enhance Search to Relate to use Advanced Search, instead of keyword search.
The "Show Related Objects" button is kind of a workaround in this regard and doesn't address the kind of search you mentioned in your first paragraph.
I can see now though that this contribution doesn't add much without the "Add to Record" button. I'll ask my team if we can contribute both things together for 3.2.3. If not, we'll find a later date to contribute these things together.
This
Thanks,
Chris
On Apr 23, 2013, at 1:32 AM, Christopher Pott wrote:
Hi Chris,
The ”search across record types” functionality is something we see as essential for day to day use of the system, so anything supporting this would be a great improvement. 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. 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
Talk mailing list
Talk@lists.collectionspace.org
http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org
Thanks, Ray, for the details.
What the Hearst Museum of Anthropology does (I believe) to get around the one-page limitation: We've configured most of our systems here at Berkeley to have a default search results page size of 50 items and given them the options of an even larger number of results (100 or whatever). The default list of 10 is kind of silly for the collections we're working with. Then when they need to add a large set of items, they just change the drop down to get more results on the page.
Chris
On Jun 12, 2013, at 10:10 AM, Ray Lee wrote:
> Hi Sébastien,
> Is the idea to add the search results to a group, and then write a report that prints the contents of the group?
>
> A limitation of the Add to Record button is that it only adds one page of search results (the page currently being viewed). This is because the functionality is driven by the UI layer, and the UI only retrieves list results as the user navigates to a new page. We could write some additional code to have it retrieve every page when you do the add, but this could be dangerous for large result sets. That behavior would be up for debate when we propose the contribution.
>
> Another limitation is that the group must already exist. You can search for an existing group from the search results, but you can't create a new one.
>
> This means your users' workflow would be:
>
> 1. Create a new group.
> 2. Do the advanced search.
> 3. If there is more than one page of results, increase the page size so it includes all the results, or repeat step 4 for each page.
> 4. Click the Add to Record button. Find the newly created group using keyword search, and add the page of results to that group. If there's more than one page, navigate to the next page and repeat.
> 5. Open the group and run the report.
>
> This would work, but there's definitely some user training involved.
>
> Thanks,
> Ray
>
>
> On Wed, Jun 12, 2013 at 2:56 AM, Sébastien Brossard <Sebastien.Brossard@smk.dk> wrote:
> Dear all,
>
>
>
> We came to understand in the exchange below, that Berkeley developed an ”add to record” button in advanced search that is used to add results of an advanced search into an existing group.
>
>
>
> On the other hand, our users demand to be able to print results of an advanced search - I think all of you know from experience what’s like to be under pressure from users… in other words, we can’t go live without this functionality.
>
>
>
> Thus the “add to record” button developed by Berkeley would be a fantastic solution.
>
>
>
> Is there by any chance a way to get the snippet of Berkeley’s code for this development before the release of the version 3.2.3?
>
>
>
> Thank you by advance for your answer.
>
>
>
> Cheers,
>
> Sébastien
>
>
>
>
>
>
>
> Fra: Talk [mailto:talk-bounces@lists.collectionspace.org] På vegne af Christopher Pott
> Sendt: 24. april 2013 15:21
> Til: 'Chris Hoffman'
> Cc: talk@lists.collectionspace.org List
>
>
> Emne: Re: [Talk] Proposal for a contribution to v3.2.3
>
>
>
> Hi Chris,
>
>
>
> Ok, I understand where you’re coming from now and can see how your approach begins to enable the kind of searching which I imagine many implementers will require (at least we do). The features you describe (especially “Add to record” in Advanced search) would be very useful addition to the platform.
>
>
>
> Cheers,
>
> Chris
>
>
>
>
>
> Fra: Chris Hoffman [mailto:chris_h@berkeley.edu]
> Sendt: 23. april 2013 17:56
> Til: Christopher Pott
> Cc: talk@lists.collectionspace.org List
> Emne: Re: [Talk] Proposal for a contribution to v3.2.3
>
>
>
> Hi Chris,
>
>
>
> Megan brought up this point as well. Until we contribute some additional functionality developed at Berkeley, this button wouldn't really do that much.
>
> On the Advanced Search results screen, we've already added a button called "Add to record". It opens a pop up that allows you to search for an existing procedure record and then relate the items in your search to that procedure record. Here's how Michael Black and PAHMA use this extensively: Do an advanced search on Collection Objects. Click "Add to Record". Find an existing Group. Add the search results to the Group. Go to the Group. Run one of many reports we've built for Groups, or just use that to Group to make it easier to navigate through the related objects.
>
> PAHMA wants to be able to run these same reports for all objects related to any procedure.
>
> Still, the Add to Record functionality is very useful because it allows them to create ad-hoc groups more easily. One of the other requests here is to enhance Search to Relate to use Advanced Search, instead of keyword search.
>
> The "Show Related Objects" button is kind of a workaround in this regard and doesn't address the kind of search you mentioned in your first paragraph.
>
>
>
> I can see now though that this contribution doesn't add much without the "Add to Record" button. I'll ask my team if we can contribute both things together for 3.2.3. If not, we'll find a later date to contribute these things together.
>
>
>
> This
>
> Thanks,
> Chris
>
>
>
>
>
> On Apr 23, 2013, at 1:32 AM, Christopher Pott wrote:
>
>
>
> Hi Chris,
>
>
>
> The ”search across record types” functionality is something we see as essential for day to day use of the system, so anything supporting this would be a great improvement. 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. 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
>
>
> _______________________________________________
> Talk mailing list
> Talk@lists.collectionspace.org
> http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org
RL
Ray Lee
Wed, Jun 12, 2013 7:07 PM
One thing has always made me a little nervous with my implementation. The
Add to Record feature is designed to avoid duplicating existing relations.
Search results that are already related to a target record are not re-added
to that target record. The user might select multiple target records to
which to relate the search results. This means that the UI needs to
retrieve the existing relations for each target record. This can be slow,
if there are a lot of existing relations and/or a lot of target records.
It's also really vulnerable to concurrency problems.
Is it feasible to make the app and services layers accept a flag, which
would mean to add a relation only if a relation between the records doesn't
already exist?
Ray
On Wed, Jun 12, 2013 at 10:19 AM, Chris Hoffman chris_h@berkeley.eduwrote:
Thanks, Ray, for the details.
What the Hearst Museum of Anthropology does (I believe) to get around the
one-page limitation: We've configured most of our systems here at Berkeley
to have a default search results page size of 50 items and given them the
options of an even larger number of results (100 or whatever). The default
list of 10 is kind of silly for the collections we're working with. Then
when they need to add a large set of items, they just change the drop down
to get more results on the page.
Chris
On Jun 12, 2013, at 10:10 AM, Ray Lee wrote:
Hi Sébastien,
Is the idea to add the search results to a group, and then write a report
that prints the contents of the group?
A limitation of the Add to Record button is that it only adds one page of
search results (the page currently being viewed). This is because the
functionality is driven by the UI layer, and the UI only retrieves list
results as the user navigates to a new page. We could write some additional
code to have it retrieve every page when you do the add, but this could be
dangerous for large result sets. That behavior would be up for debate when
we propose the contribution.
Another limitation is that the group must already exist. You can search
for an existing group from the search results, but you can't create a new
one.
This means your users' workflow would be:
- Create a new group.
- Do the advanced search.
- If there is more than one page of results, increase the page size so it
includes all the results, or repeat step 4 for each page.
- Click the Add to Record button. Find the newly created group using
keyword search, and add the page of results to that group. If there's more
than one page, navigate to the next page and repeat.
- Open the group and run the report.
This would work, but there's definitely some user training involved.
Thanks,
Ray
On Wed, Jun 12, 2013 at 2:56 AM, Sébastien Brossard <
Sebastien.Brossard@smk.dk> wrote:
Dear all,****
We came to understand in the exchange below, that Berkeley developed an
”add to record” button in advanced search that is used to add results
of an advanced search into an existing group.****
On the other hand, our users demand to be able to print results of an advanced
search - I think all of you know from experience what’s like to be
under pressure from users… in other words, we can’t go live without this
functionality.****
Thus the “add to record” button developed by Berkeley would be a
fantastic solution.****
Is there by any chance a way to get the snippet of Berkeley’s code for
this development before the release of the version 3.2.3?****
Thank you by advance for your answer.****
Cheers,****
Sébastien****
Fra: Talk [mailto:talk-bounces@lists.collectionspace.orgtalk-bounces@lists.collectionspace.org]
*På vegne af *Christopher Pott
Sendt: 24. april 2013 15:21
Til: 'Chris Hoffman'
Cc: talk@lists.collectionspace.org List
Emne: Re: [Talk] Proposal for a contribution to v3.2.3****
Hi Chris, ****
Ok, I understand where you’re coming from now and can see how your
approach begins to enable the kind of searching which I imagine many
implementers will require (at least we do). The features you describe
(especially “Add to record” in Advanced search) would be very useful
addition to the platform.****
Cheers,****
Chris****
Fra: Chris Hoffman [mailto:chris_h@berkeley.edu chris_h@berkeley.edu]
Sendt: 23. april 2013 17:56
Til: Christopher Pott
Cc: talk@lists.collectionspace.org List
Emne: Re: [Talk] Proposal for a contribution to v3.2.3****
Hi Chris,****
Megan brought up this point as well. Until we contribute some additional
functionality developed at Berkeley, this button wouldn't really do that
much.
On the Advanced Search results screen, we've already added a button
called "Add to record". It opens a pop up that allows you to search for an
existing procedure record and then relate the items in your search to that
procedure record. Here's how Michael Black and PAHMA use this extensively:
Do an advanced search on Collection Objects. Click "Add to Record". Find
an existing Group. Add the search results to the Group. Go to the Group.
Run one of many reports we've built for Groups, or just use that to Group
to make it easier to navigate through the related objects.
PAHMA wants to be able to run these same reports for all objects related
to any procedure.
Still, the Add to Record functionality is very useful because it allows
them to create ad-hoc groups more easily. One of the other requests here
is to enhance Search to Relate to use Advanced Search, instead of keyword
search.
The "Show Related Objects" button is kind of a workaround in this regard
and doesn't address the kind of search you mentioned in your first
paragraph. ****
I can see now though that this contribution doesn't add much without the
"Add to Record" button. I'll ask my team if we can contribute both things
together for 3.2.3. If not, we'll find a later date to contribute these
things together.****
This
Thanks,
Chris****
On Apr 23, 2013, at 1:32 AM, Christopher Pott wrote:****
Hi Chris,****
The ”search across record types” functionality is something we see as
essential for day to day use of the system, so anything supporting this
would be a great improvement. 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. 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.orgtalk-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
One thing has always made me a little nervous with my implementation. The
Add to Record feature is designed to avoid duplicating existing relations.
Search results that are already related to a target record are not re-added
to that target record. The user might select multiple target records to
which to relate the search results. This means that the UI needs to
retrieve the existing relations for each target record. This can be slow,
if there are a lot of existing relations and/or a lot of target records.
It's also really vulnerable to concurrency problems.
Is it feasible to make the app and services layers accept a flag, which
would mean to add a relation only if a relation between the records doesn't
already exist?
Ray
On Wed, Jun 12, 2013 at 10:19 AM, Chris Hoffman <chris_h@berkeley.edu>wrote:
> Thanks, Ray, for the details.
>
> What the Hearst Museum of Anthropology does (I believe) to get around the
> one-page limitation: We've configured most of our systems here at Berkeley
> to have a default search results page size of 50 items and given them the
> options of an even larger number of results (100 or whatever). The default
> list of 10 is kind of silly for the collections we're working with. Then
> when they need to add a large set of items, they just change the drop down
> to get more results on the page.
>
> Chris
>
>
> On Jun 12, 2013, at 10:10 AM, Ray Lee wrote:
>
> Hi Sébastien,
> Is the idea to add the search results to a group, and then write a report
> that prints the contents of the group?
>
> A limitation of the Add to Record button is that it only adds one page of
> search results (the page currently being viewed). This is because the
> functionality is driven by the UI layer, and the UI only retrieves list
> results as the user navigates to a new page. We could write some additional
> code to have it retrieve every page when you do the add, but this could be
> dangerous for large result sets. That behavior would be up for debate when
> we propose the contribution.
>
> Another limitation is that the group must already exist. You can search
> for an existing group from the search results, but you can't create a new
> one.
>
> This means your users' workflow would be:
>
> 1. Create a new group.
> 2. Do the advanced search.
> 3. If there is more than one page of results, increase the page size so it
> includes all the results, or repeat step 4 for each page.
> 4. Click the Add to Record button. Find the newly created group using
> keyword search, and add the page of results to that group. If there's more
> than one page, navigate to the next page and repeat.
> 5. Open the group and run the report.
>
> This would work, but there's definitely some user training involved.
>
> Thanks,
> Ray
>
>
> On Wed, Jun 12, 2013 at 2:56 AM, Sébastien Brossard <
> Sebastien.Brossard@smk.dk> wrote:
>
>> Dear all,****
>>
>> ** **
>>
>> We came to understand in the exchange below, that Berkeley developed an
>> ”add to record” button in *advanced search* that is used to add results
>> of an *advanced search* into an existing group.****
>>
>> ** **
>>
>> On the other hand, our users demand to be able to print results of an *advanced
>> search* - I think all of you know from experience what’s like to be
>> under pressure from users… in other words, we can’t go live without this
>> functionality.****
>>
>> ** **
>>
>> Thus the “add to record” button developed by Berkeley would be a
>> fantastic solution.****
>>
>> ** **
>>
>> Is there by any chance a way to get the snippet of Berkeley’s code for
>> this development before the release of the version 3.2.3?****
>>
>> ** **
>>
>> Thank you by advance for your answer.****
>>
>> ** **
>>
>> Cheers,****
>>
>> Sébastien****
>>
>> ** **
>>
>> ** **
>>
>> ** **
>>
>> *Fra:* Talk [mailto:talk-bounces@lists.collectionspace.org<talk-bounces@lists.collectionspace.org>]
>> *På vegne af *Christopher Pott
>> *Sendt:* 24. april 2013 15:21
>> *Til:* 'Chris Hoffman'
>> *Cc:* talk@lists.collectionspace.org List
>>
>> *Emne:* Re: [Talk] Proposal for a contribution to v3.2.3****
>>
>> ** **
>>
>> Hi Chris, ****
>>
>> ** **
>>
>> Ok, I understand where you’re coming from now and can see how your
>> approach begins to enable the kind of searching which I imagine many
>> implementers will require (at least we do). The features you describe
>> (especially “Add to record” in Advanced search) would be very useful
>> addition to the platform.****
>>
>> ** **
>>
>> Cheers,****
>>
>> Chris****
>>
>> ** **
>>
>> ** **
>> ------------------------------
>>
>> *Fra:* Chris Hoffman [mailto:chris_h@berkeley.edu <chris_h@berkeley.edu>]
>>
>> *Sendt:* 23. april 2013 17:56
>> *Til:* Christopher Pott
>> *Cc:* talk@lists.collectionspace.org List
>> *Emne:* Re: [Talk] Proposal for a contribution to v3.2.3****
>>
>> ** **
>>
>> Hi Chris,****
>>
>> ** **
>>
>> Megan brought up this point as well. Until we contribute some additional
>> functionality developed at Berkeley, this button wouldn't really do that
>> much.
>>
>> On the Advanced Search results screen, we've already added a button
>> called "Add to record". It opens a pop up that allows you to search for an
>> existing procedure record and then relate the items in your search to that
>> procedure record. Here's how Michael Black and PAHMA use this extensively:
>> Do an advanced search on Collection Objects. Click "Add to Record". Find
>> an existing Group. Add the search results to the Group. Go to the Group.
>> Run one of many reports we've built for Groups, or just use that to Group
>> to make it easier to navigate through the related objects.
>>
>> PAHMA wants to be able to run these same reports for all objects related
>> to any procedure.
>>
>> Still, the Add to Record functionality is very useful because it allows
>> them to create ad-hoc groups more easily. One of the other requests here
>> is to enhance Search to Relate to use Advanced Search, instead of keyword
>> search.
>>
>> The "Show Related Objects" button is kind of a workaround in this regard
>> and doesn't address the kind of search you mentioned in your first
>> paragraph. ****
>>
>> ** **
>>
>> I can see now though that this contribution doesn't add much without the
>> "Add to Record" button. I'll ask my team if we can contribute both things
>> together for 3.2.3. If not, we'll find a later date to contribute these
>> things together.****
>>
>> ** **
>>
>> This
>>
>> Thanks,
>> Chris****
>>
>> ** **
>>
>> ** **
>>
>> On Apr 23, 2013, at 1:32 AM, Christopher Pott wrote:****
>>
>> ** **
>>
>> Hi Chris,****
>>
>> ****
>>
>> The ”search across record types” functionality is something we see as
>> essential for day to day use of the system, so anything supporting this
>> would be a great improvement. 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. 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<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
>>
>>
> _______________________________________________
> Talk mailing list
> Talk@lists.collectionspace.org
>
> http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org
>
>
>
SB
Sébastien Brossard
Thu, Jun 13, 2013 8:28 AM
Thank you Chris and Ray for your answer.
We discussed pro and cons of this functionality here, and came to the conclusion that we should get it, so that to have a feeling of how it behaves.
As Chris suggested below, would it be possible to show us how to patch it in to our system?
Thank you by advance for your help.
Best regards,
Sébastien
Fra: Chris Hoffman [mailto:chris_h@berkeley.edu]
Sendt: 12. juni 2013 18:51
Til: Sébastien Brossard
Cc: 'talk@lists.collectionspace.org'
Emne: Re: [Talk] Proposal for a contribution to v3.2.3
Hi Sébastien,
Thanks for reminding us about this. I will talk to Ray Lee, developer of this functionality, to see what it would take to contribute it. There's also the possibility that we could show you how to patch it in to your system, but if we can get it contributed to core, that would be great.
We do need some approval from Megan or someone at MMI. I think this email can represent the approval by the broader community for the contribution.
There is supposed to be a code review step too. I'll ask Patrick about how we can make that a simpler, shorter step. We at Berkeley have been using this for months, so I think it's been field-tested sufficiently ;-)
Regards,
Chris
On Jun 12, 2013, at 2:56 AM, Sébastien Brossard wrote:
Dear all,
We came to understand in the exchange below, that Berkeley developed an "add to record" button in advanced searchthat is used to add results of an advanced search into an existing group.
On the other hand, our users demand to be able to print results of an advanced search - I think all of you know from experience what's like to be under pressure from users... in other words, we can't go live without this functionality.
Thus the "add to record" button developed by Berkeley would be a fantastic solution.
Is there by any chance a way to get the snippet of Berkeley's code for this development before the release of the version 3.2.3?
Thank you by advance for your answer.
Cheers,
Sébastien
Fra: Talk [mailto:talk-bounces@lists.collectionspace.org] På vegne af Christopher Pott
Sendt: 24. april 2013 15:21
Til: 'Chris Hoffman'
Cc: talk@lists.collectionspace.orgmailto:talk@lists.collectionspace.org List
Emne: Re: [Talk] Proposal for a contribution to v3.2.3
Hi Chris,
Ok, I understand where you're coming from now and can see how your approach begins to enable the kind of searching which I imagine many implementers will require (at least we do). The features you describe (especially "Add to record" in Advanced search) would be very useful addition to the platform.
Cheers,
Chris
Fra: Chris Hoffman [mailto:chris_h@berkeley.edu]
Sendt: 23. april 2013 17:56
Til: Christopher Pott
Cc: talk@lists.collectionspace.orgmailto:talk@lists.collectionspace.org List
Emne: Re: [Talk] Proposal for a contribution to v3.2.3
Hi Chris,
Megan brought up this point as well. Until we contribute some additional functionality developed at Berkeley, this button wouldn't really do that much.
On the Advanced Search results screen, we've already added a button called "Add to record". It opens a pop up that allows you to search for an existing procedure record and then relate the items in your search to that procedure record. Here's how Michael Black and PAHMA use this extensively: Do an advanced search on Collection Objects. Click "Add to Record". Find an existing Group. Add the search results to the Group. Go to the Group. Run one of many reports we've built for Groups, or just use that to Group to make it easier to navigate through the related objects.
PAHMA wants to be able to run these same reports for all objects related to any procedure.
Still, the Add to Record functionality is very useful because it allows them to create ad-hoc groups more easily. One of the other requests here is to enhance Search to Relate to use Advanced Search, instead of keyword search.
The "Show Related Objects" button is kind of a workaround in this regard and doesn't address the kind of search you mentioned in your first paragraph.
I can see now though that this contribution doesn't add much without the "Add to Record" button. I'll ask my team if we can contribute both things together for 3.2.3. If not, we'll find a later date to contribute these things together.
This
Thanks,
Chris
On Apr 23, 2013, at 1:32 AM, Christopher Pott wrote:
Hi Chris,
The "search across record types" functionality is something we see as essential for day to day use of the system, so anything supporting this would be a great improvement. 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. 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.orgmailto: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.edumailto:chris.hoffman@berkeley.edu
510-642-9643
Talk mailing list
Talk@lists.collectionspace.orgmailto:Talk@lists.collectionspace.org
http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org
Thank you Chris and Ray for your answer.
We discussed pro and cons of this functionality here, and came to the conclusion that we should get it, so that to have a feeling of how it behaves.
As Chris suggested below, would it be possible to show us how to patch it in to our system?
Thank you by advance for your help.
Best regards,
Sébastien
Fra: Chris Hoffman [mailto:chris_h@berkeley.edu]
Sendt: 12. juni 2013 18:51
Til: Sébastien Brossard
Cc: 'talk@lists.collectionspace.org'
Emne: Re: [Talk] Proposal for a contribution to v3.2.3
Hi Sébastien,
Thanks for reminding us about this. I will talk to Ray Lee, developer of this functionality, to see what it would take to contribute it. There's also the possibility that we could show you how to patch it in to your system, but if we can get it contributed to core, that would be great.
We do need some approval from Megan or someone at MMI. I think this email can represent the approval by the broader community for the contribution.
There is supposed to be a code review step too. I'll ask Patrick about how we can make that a simpler, shorter step. We at Berkeley have been using this for months, so I think it's been field-tested sufficiently ;-)
Regards,
Chris
On Jun 12, 2013, at 2:56 AM, Sébastien Brossard wrote:
Dear all,
We came to understand in the exchange below, that Berkeley developed an "add to record" button in advanced searchthat is used to add results of an advanced search into an existing group.
On the other hand, our users demand to be able to print results of an advanced search - I think all of you know from experience what's like to be under pressure from users... in other words, we can't go live without this functionality.
Thus the "add to record" button developed by Berkeley would be a fantastic solution.
Is there by any chance a way to get the snippet of Berkeley's code for this development before the release of the version 3.2.3?
Thank you by advance for your answer.
Cheers,
Sébastien
Fra: Talk [mailto:talk-bounces@lists.collectionspace.org] På vegne af Christopher Pott
Sendt: 24. april 2013 15:21
Til: 'Chris Hoffman'
Cc: talk@lists.collectionspace.org<mailto:talk@lists.collectionspace.org> List
Emne: Re: [Talk] Proposal for a contribution to v3.2.3
Hi Chris,
Ok, I understand where you're coming from now and can see how your approach begins to enable the kind of searching which I imagine many implementers will require (at least we do). The features you describe (especially "Add to record" in Advanced search) would be very useful addition to the platform.
Cheers,
Chris
________________________________
Fra: Chris Hoffman [mailto:chris_h@berkeley.edu]
Sendt: 23. april 2013 17:56
Til: Christopher Pott
Cc: talk@lists.collectionspace.org<mailto:talk@lists.collectionspace.org> List
Emne: Re: [Talk] Proposal for a contribution to v3.2.3
Hi Chris,
Megan brought up this point as well. Until we contribute some additional functionality developed at Berkeley, this button wouldn't really do that much.
On the Advanced Search results screen, we've already added a button called "Add to record". It opens a pop up that allows you to search for an existing procedure record and then relate the items in your search to that procedure record. Here's how Michael Black and PAHMA use this extensively: Do an advanced search on Collection Objects. Click "Add to Record". Find an existing Group. Add the search results to the Group. Go to the Group. Run one of many reports we've built for Groups, or just use that to Group to make it easier to navigate through the related objects.
PAHMA wants to be able to run these same reports for all objects related to any procedure.
Still, the Add to Record functionality is very useful because it allows them to create ad-hoc groups more easily. One of the other requests here is to enhance Search to Relate to use Advanced Search, instead of keyword search.
The "Show Related Objects" button is kind of a workaround in this regard and doesn't address the kind of search you mentioned in your first paragraph.
I can see now though that this contribution doesn't add much without the "Add to Record" button. I'll ask my team if we can contribute both things together for 3.2.3. If not, we'll find a later date to contribute these things together.
This
Thanks,
Chris
On Apr 23, 2013, at 1:32 AM, Christopher Pott wrote:
Hi Chris,
The "search across record types" functionality is something we see as essential for day to day use of the system, so anything supporting this would be a great improvement. 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. 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<mailto: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<mailto:chris.hoffman@berkeley.edu>
510-642-9643
_______________________________________________
Talk mailing list
Talk@lists.collectionspace.org<mailto:Talk@lists.collectionspace.org>
http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org
RL
Ray Lee
Thu, Jun 13, 2013 9:11 PM
Hi Sébastien,
The work to create the contribution is being done in this branch:
https://github.com/ray-lee/ui/tree/CODE-30.
The CODE-30 branch is branched from collectionspace master. You may want to
start by building that branch just to see how the functionality works in
the core system. To patch it into your system, you can cherry-pick the
commits that are in CODE-30: https://github.com/ray-lee/ui/compare/CODE-30.
Currently there are only two commits, but there will be more as I review
and refactor the code for contribution. You'll have to resolve any
conflicts that arise from the cherry-picks.
Let me know if you have any questions.
Thanks,
Ray
On Thu, Jun 13, 2013 at 1:28 AM, Sébastien Brossard <
Sebastien.Brossard@smk.dk> wrote:
Thank you Chris and Ray for your answer.****
We discussed pro and cons of this functionality here, and came to the
conclusion that we should get it, so that to have a feeling of how it
behaves.****
As Chris suggested below, would it be possible to show us how to patch it
in to our system?****
Thank you by advance for your help.****
Best regards,****
Sébastien****
Fra: Chris Hoffman [mailto:chris_h@berkeley.edu]
Sendt: 12. juni 2013 18:51
Til: Sébastien Brossard
Cc: 'talk@lists.collectionspace.org'
Emne: Re: [Talk] Proposal for a contribution to v3.2.3****
Hi Sébastien,****
Thanks for reminding us about this. I will talk to Ray Lee, developer of
this functionality, to see what it would take to contribute it. There's
also the possibility that we could show you how to patch it in to your
system, but if we can get it contributed to core, that would be great.****
We do need some approval from Megan or someone at MMI. I think this email
can represent the approval by the broader community for the contribution.*
There is supposed to be a code review step too. I'll ask Patrick about
how we can make that a simpler, shorter step. We at Berkeley have been
using this for months, so I think it's been field-tested sufficiently ;-)*
Regards,****
Chris****
On Jun 12, 2013, at 2:56 AM, Sébastien Brossard wrote:****
Dear all,****
We came to understand in the exchange below, that Berkeley developed an
”add to record” button in advanced searchthat is used to add results of
an advanced search into an existing group.****
On the other hand, our users demand to be able to print results of an advanced
search - I think all of you know from experience what’s like to be under
pressure from users… in other words, we can’t go live without this
functionality.****
Thus the “add to record” button developed by Berkeley would be a fantastic
solution.****
Is there by any chance a way to get the snippet of Berkeley’s code for
this development before the release of the version 3.2.3?****
Thank you by advance for your answer.****
Cheers,****
Sébastien****
Fra: Talk [mailto:talk-bounces@lists.collectionspace.orgtalk-bounces@lists.collectionspace.org
] På vegne af Christopher Pott
Sendt: 24. april 2013 15:21
Til: 'Chris Hoffman'
Cc: talk@lists.collectionspace.org List
Emne: Re: [Talk] Proposal for a contribution to v3.2.3**
Hi Chris,****
Ok, I understand where you’re coming from now and can see how your
approach begins to enable the kind of searching which I imagine many
implementers will require (at least we do). The features you describe
(especially “Add to record” in Advanced search) would be very useful
addition to the platform.****
Cheers,****
Chris****
Fra: Chris Hoffman [mailto:chris_h@berkeley.edu chris_h@berkeley.edu]
Sendt: 23. april 2013 17:56
Til: Christopher Pott
Cc: talk@lists.collectionspace.org List
Emne: Re: [Talk] Proposal for a contribution to v3.2.3****
Hi Chris,****
Megan brought up this point as well. Until we contribute some additional
functionality developed at Berkeley, this button wouldn't really do that
much.
On the Advanced Search results screen, we've already added a button called
"Add to record". It opens a pop up that allows you to search for an
existing procedure record and then relate the items in your search to that
procedure record. Here's how Michael Black and PAHMA use this extensively:
Do an advanced search on Collection Objects. Click "Add to Record". Find
an existing Group. Add the search results to the Group. Go to the Group.
Run one of many reports we've built for Groups, or just use that to Group
to make it easier to navigate through the related objects.
PAHMA wants to be able to run these same reports for all objects related
to any procedure.
Still, the Add to Record functionality is very useful because it allows
them to create ad-hoc groups more easily. One of the other requests here
is to enhance Search to Relate to use Advanced Search, instead of keyword
search.
The "Show Related Objects" button is kind of a workaround in this regard
and doesn't address the kind of search you mentioned in your first
paragraph. ****
I can see now though that this contribution doesn't add much without the
"Add to Record" button. I'll ask my team if we can contribute both things
together for 3.2.3. If not, we'll find a later date to contribute these
things together.****
This
Thanks,
Chris****
On Apr 23, 2013, at 1:32 AM, Christopher Pott wrote:****
Hi Chris,****
The ”search across record types” functionality is something we see as
essential for day to day use of the system, so anything supporting this
would be a great improvement. 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. 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.orgtalk-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
Talk mailing list
Talk@lists.collectionspace.org
http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org
Hi Sébastien,
The work to create the contribution is being done in this branch:
https://github.com/ray-lee/ui/tree/CODE-30.
The CODE-30 branch is branched from collectionspace master. You may want to
start by building that branch just to see how the functionality works in
the core system. To patch it into your system, you can cherry-pick the
commits that are in CODE-30: https://github.com/ray-lee/ui/compare/CODE-30.
Currently there are only two commits, but there will be more as I review
and refactor the code for contribution. You'll have to resolve any
conflicts that arise from the cherry-picks.
Let me know if you have any questions.
Thanks,
Ray
On Thu, Jun 13, 2013 at 1:28 AM, Sébastien Brossard <
Sebastien.Brossard@smk.dk> wrote:
> Thank you Chris and Ray for your answer.****
>
> ** **
>
> We discussed pro and cons of this functionality here, and came to the
> conclusion that we should get it, so that to have a feeling of how it
> behaves.****
>
> As Chris suggested below, would it be possible to show us how to patch it
> in to our system?****
>
> ** **
>
> Thank you by advance for your help.****
>
> Best regards,****
>
> Sébastien****
>
> ** **
>
> *Fra:* Chris Hoffman [mailto:chris_h@berkeley.edu]
> *Sendt:* 12. juni 2013 18:51
> *Til:* Sébastien Brossard
> *Cc:* 'talk@lists.collectionspace.org'
>
> *Emne:* Re: [Talk] Proposal for a contribution to v3.2.3****
>
> ** **
>
> Hi Sébastien,****
>
> ** **
>
> Thanks for reminding us about this. I will talk to Ray Lee, developer of
> this functionality, to see what it would take to contribute it. There's
> also the possibility that we could show you how to patch it in to your
> system, but if we can get it contributed to core, that would be great.****
>
> ** **
>
> We do need some approval from Megan or someone at MMI. I think this email
> can represent the approval by the broader community for the contribution.*
> ***
>
> ** **
>
> There is supposed to be a code review step too. I'll ask Patrick about
> how we can make that a simpler, shorter step. We at Berkeley have been
> using this for months, so I think it's been field-tested sufficiently ;-)*
> ***
>
> ** **
>
> Regards,****
>
> Chris****
>
> ** **
>
> ** **
>
> On Jun 12, 2013, at 2:56 AM, Sébastien Brossard wrote:****
>
>
>
> ****
>
> Dear all,****
>
> ****
>
> We came to understand in the exchange below, that Berkeley developed an
> ”add to record” button in *advanced search*that is used to add results of
> an *advanced search* into an existing group.****
>
> ****
>
> On the other hand, our users demand to be able to print results of an *advanced
> search* - I think all of you know from experience what’s like to be under
> pressure from users… in other words, we can’t go live without this
> functionality.****
>
> ****
>
> Thus the “add to record” button developed by Berkeley would be a fantastic
> solution.****
>
> ****
>
> Is there by any chance a way to get the snippet of Berkeley’s code for
> this development before the release of the version 3.2.3?****
>
> ****
>
> Thank you by advance for your answer.****
>
> ****
>
> Cheers,****
>
> Sébastien****
>
> ****
>
> ****
>
> ****
>
> *Fra:* Talk [mailto:talk-bounces@lists.collectionspace.org<talk-bounces@lists.collectionspace.org>
> ] *På vegne af *Christopher Pott
> *Sendt:* 24. april 2013 15:21
> *Til:* 'Chris Hoffman'
> *Cc:* talk@lists.collectionspace.org List
> *Emne:* Re: [Talk] Proposal for a contribution to v3.2.3****
>
> ****
>
> Hi Chris,****
>
> ****
>
> Ok, I understand where you’re coming from now and can see how your
> approach begins to enable the kind of searching which I imagine many
> implementers will require (at least we do). The features you describe
> (especially “Add to record” in Advanced search) would be very useful
> addition to the platform.****
>
> ****
>
> Cheers,****
>
> Chris****
>
> ****
>
> ****
> ------------------------------
>
> *Fra:* Chris Hoffman [mailto:chris_h@berkeley.edu <chris_h@berkeley.edu>]
> *Sendt:* 23. april 2013 17:56
> *Til:* Christopher Pott
> *Cc:* talk@lists.collectionspace.org List
> *Emne:* Re: [Talk] Proposal for a contribution to v3.2.3****
>
> ****
>
> Hi Chris,****
>
> ****
>
> Megan brought up this point as well. Until we contribute some additional
> functionality developed at Berkeley, this button wouldn't really do that
> much.
>
> On the Advanced Search results screen, we've already added a button called
> "Add to record". It opens a pop up that allows you to search for an
> existing procedure record and then relate the items in your search to that
> procedure record. Here's how Michael Black and PAHMA use this extensively:
> Do an advanced search on Collection Objects. Click "Add to Record". Find
> an existing Group. Add the search results to the Group. Go to the Group.
> Run one of many reports we've built for Groups, or just use that to Group
> to make it easier to navigate through the related objects.
>
> PAHMA wants to be able to run these same reports for all objects related
> to any procedure.
>
> Still, the Add to Record functionality is very useful because it allows
> them to create ad-hoc groups more easily. One of the other requests here
> is to enhance Search to Relate to use Advanced Search, instead of keyword
> search.
>
> The "Show Related Objects" button is kind of a workaround in this regard
> and doesn't address the kind of search you mentioned in your first
> paragraph. ****
>
> ****
>
> I can see now though that this contribution doesn't add much without the
> "Add to Record" button. I'll ask my team if we can contribute both things
> together for 3.2.3. If not, we'll find a later date to contribute these
> things together.****
>
> ****
>
> This
>
> Thanks,
> Chris****
>
> ****
>
> ****
>
> On Apr 23, 2013, at 1:32 AM, Christopher Pott wrote:****
>
> ****
>
> Hi Chris,****
>
> ****
>
> The ”search across record types” functionality is something we see as
> essential for day to day use of the system, so anything supporting this
> would be a great improvement. 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. 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<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
> ****
>
> ** **
>
> _______________________________________________
> Talk mailing list
> Talk@lists.collectionspace.org
>
> http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org
>
>
SB
Sébastien Brossard
Tue, Jun 18, 2013 11:23 AM
Hi Ray,
Thank you very much for your code, we appreciate greatly your help!
Best regards,
Sébastien
Fra: Ray Lee [mailto:rhlee@berkeley.edu]
Sendt: 13. juni 2013 23:12
Til: Sébastien Brossard
Cc: Chris Hoffman; talk@lists.collectionspace.org
Emne: Re: [Talk] Proposal for a contribution to v3.2.3
Hi Sébastien,
The work to create the contribution is being done in this branch: https://github.com/ray-lee/ui/tree/CODE-30.
The CODE-30 branch is branched from collectionspace master. You may want to start by building that branch just to see how the functionality works in the core system. To patch it into your system, you can cherry-pick the commits that are in CODE-30: https://github.com/ray-lee/ui/compare/CODE-30. Currently there are only two commits, but there will be more as I review and refactor the code for contribution. You'll have to resolve any conflicts that arise from the cherry-picks.
Let me know if you have any questions.
Thanks,
Ray
On Thu, Jun 13, 2013 at 1:28 AM, Sébastien Brossard <Sebastien.Brossard@smk.dkmailto:Sebastien.Brossard@smk.dk> wrote:
Thank you Chris and Ray for your answer.
We discussed pro and cons of this functionality here, and came to the conclusion that we should get it, so that to have a feeling of how it behaves.
As Chris suggested below, would it be possible to show us how to patch it in to our system?
Thank you by advance for your help.
Best regards,
Sébastien
Fra: Chris Hoffman [mailto:chris_h@berkeley.edumailto:chris_h@berkeley.edu]
Sendt: 12. juni 2013 18:51
Til: Sébastien Brossard
Cc: 'talk@lists.collectionspace.orgmailto:talk@lists.collectionspace.org'
Emne: Re: [Talk] Proposal for a contribution to v3.2.3
Hi Sébastien,
Thanks for reminding us about this. I will talk to Ray Lee, developer of this functionality, to see what it would take to contribute it. There's also the possibility that we could show you how to patch it in to your system, but if we can get it contributed to core, that would be great.
We do need some approval from Megan or someone at MMI. I think this email can represent the approval by the broader community for the contribution.
There is supposed to be a code review step too. I'll ask Patrick about how we can make that a simpler, shorter step. We at Berkeley have been using this for months, so I think it's been field-tested sufficiently ;-)
Regards,
Chris
On Jun 12, 2013, at 2:56 AM, Sébastien Brossard wrote:
Dear all,
We came to understand in the exchange below, that Berkeley developed an "add to record" button in advanced searchthat is used to add results of an advanced search into an existing group.
On the other hand, our users demand to be able to print results of an advanced search - I think all of you know from experience what's like to be under pressure from users... in other words, we can't go live without this functionality.
Thus the "add to record" button developed by Berkeley would be a fantastic solution.
Is there by any chance a way to get the snippet of Berkeley's code for this development before the release of the version 3.2.3?
Thank you by advance for your answer.
Cheers,
Sébastien
Fra: Talk [mailto:talk-bounces@lists.collectionspace.org] På vegne af Christopher Pott
Sendt: 24. april 2013 15:21
Til: 'Chris Hoffman'
Cc: talk@lists.collectionspace.orgmailto:talk@lists.collectionspace.org List
Emne: Re: [Talk] Proposal for a contribution to v3.2.3
Hi Chris,
Ok, I understand where you're coming from now and can see how your approach begins to enable the kind of searching which I imagine many implementers will require (at least we do). The features you describe (especially "Add to record" in Advanced search) would be very useful addition to the platform.
Cheers,
Chris
Fra: Chris Hoffman [mailto:chris_h@berkeley.edu]
Sendt: 23. april 2013 17:56
Til: Christopher Pott
Cc: talk@lists.collectionspace.orgmailto:talk@lists.collectionspace.org List
Emne: Re: [Talk] Proposal for a contribution to v3.2.3
Hi Chris,
Megan brought up this point as well. Until we contribute some additional functionality developed at Berkeley, this button wouldn't really do that much.
On the Advanced Search results screen, we've already added a button called "Add to record". It opens a pop up that allows you to search for an existing procedure record and then relate the items in your search to that procedure record. Here's how Michael Black and PAHMA use this extensively: Do an advanced search on Collection Objects. Click "Add to Record". Find an existing Group. Add the search results to the Group. Go to the Group. Run one of many reports we've built for Groups, or just use that to Group to make it easier to navigate through the related objects.
PAHMA wants to be able to run these same reports for all objects related to any procedure.
Still, the Add to Record functionality is very useful because it allows them to create ad-hoc groups more easily. One of the other requests here is to enhance Search to Relate to use Advanced Search, instead of keyword search.
The "Show Related Objects" button is kind of a workaround in this regard and doesn't address the kind of search you mentioned in your first paragraph.
I can see now though that this contribution doesn't add much without the "Add to Record" button. I'll ask my team if we can contribute both things together for 3.2.3. If not, we'll find a later date to contribute these things together.
This
Thanks,
Chris
On Apr 23, 2013, at 1:32 AM, Christopher Pott wrote:
Hi Chris,
The "search across record types" functionality is something we see as essential for day to day use of the system, so anything supporting this would be a great improvement. 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. 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.orgmailto: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.edumailto:chris.hoffman@berkeley.edu
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Hi Ray,
Thank you very much for your code, we appreciate greatly your help!
Best regards,
Sébastien
Fra: Ray Lee [mailto:rhlee@berkeley.edu]
Sendt: 13. juni 2013 23:12
Til: Sébastien Brossard
Cc: Chris Hoffman; talk@lists.collectionspace.org
Emne: Re: [Talk] Proposal for a contribution to v3.2.3
Hi Sébastien,
The work to create the contribution is being done in this branch: https://github.com/ray-lee/ui/tree/CODE-30.
The CODE-30 branch is branched from collectionspace master. You may want to start by building that branch just to see how the functionality works in the core system. To patch it into your system, you can cherry-pick the commits that are in CODE-30: https://github.com/ray-lee/ui/compare/CODE-30. Currently there are only two commits, but there will be more as I review and refactor the code for contribution. You'll have to resolve any conflicts that arise from the cherry-picks.
Let me know if you have any questions.
Thanks,
Ray
On Thu, Jun 13, 2013 at 1:28 AM, Sébastien Brossard <Sebastien.Brossard@smk.dk<mailto:Sebastien.Brossard@smk.dk>> wrote:
Thank you Chris and Ray for your answer.
We discussed pro and cons of this functionality here, and came to the conclusion that we should get it, so that to have a feeling of how it behaves.
As Chris suggested below, would it be possible to show us how to patch it in to our system?
Thank you by advance for your help.
Best regards,
Sébastien
Fra: Chris Hoffman [mailto:chris_h@berkeley.edu<mailto:chris_h@berkeley.edu>]
Sendt: 12. juni 2013 18:51
Til: Sébastien Brossard
Cc: 'talk@lists.collectionspace.org<mailto:talk@lists.collectionspace.org>'
Emne: Re: [Talk] Proposal for a contribution to v3.2.3
Hi Sébastien,
Thanks for reminding us about this. I will talk to Ray Lee, developer of this functionality, to see what it would take to contribute it. There's also the possibility that we could show you how to patch it in to your system, but if we can get it contributed to core, that would be great.
We do need some approval from Megan or someone at MMI. I think this email can represent the approval by the broader community for the contribution.
There is supposed to be a code review step too. I'll ask Patrick about how we can make that a simpler, shorter step. We at Berkeley have been using this for months, so I think it's been field-tested sufficiently ;-)
Regards,
Chris
On Jun 12, 2013, at 2:56 AM, Sébastien Brossard wrote:
Dear all,
We came to understand in the exchange below, that Berkeley developed an "add to record" button in advanced searchthat is used to add results of an advanced search into an existing group.
On the other hand, our users demand to be able to print results of an advanced search - I think all of you know from experience what's like to be under pressure from users... in other words, we can't go live without this functionality.
Thus the "add to record" button developed by Berkeley would be a fantastic solution.
Is there by any chance a way to get the snippet of Berkeley's code for this development before the release of the version 3.2.3?
Thank you by advance for your answer.
Cheers,
Sébastien
Fra: Talk [mailto:talk-bounces@lists.collectionspace.org] På vegne af Christopher Pott
Sendt: 24. april 2013 15:21
Til: 'Chris Hoffman'
Cc: talk@lists.collectionspace.org<mailto:talk@lists.collectionspace.org> List
Emne: Re: [Talk] Proposal for a contribution to v3.2.3
Hi Chris,
Ok, I understand where you're coming from now and can see how your approach begins to enable the kind of searching which I imagine many implementers will require (at least we do). The features you describe (especially "Add to record" in Advanced search) would be very useful addition to the platform.
Cheers,
Chris
________________________________
Fra: Chris Hoffman [mailto:chris_h@berkeley.edu]
Sendt: 23. april 2013 17:56
Til: Christopher Pott
Cc: talk@lists.collectionspace.org<mailto:talk@lists.collectionspace.org> List
Emne: Re: [Talk] Proposal for a contribution to v3.2.3
Hi Chris,
Megan brought up this point as well. Until we contribute some additional functionality developed at Berkeley, this button wouldn't really do that much.
On the Advanced Search results screen, we've already added a button called "Add to record". It opens a pop up that allows you to search for an existing procedure record and then relate the items in your search to that procedure record. Here's how Michael Black and PAHMA use this extensively: Do an advanced search on Collection Objects. Click "Add to Record". Find an existing Group. Add the search results to the Group. Go to the Group. Run one of many reports we've built for Groups, or just use that to Group to make it easier to navigate through the related objects.
PAHMA wants to be able to run these same reports for all objects related to any procedure.
Still, the Add to Record functionality is very useful because it allows them to create ad-hoc groups more easily. One of the other requests here is to enhance Search to Relate to use Advanced Search, instead of keyword search.
The "Show Related Objects" button is kind of a workaround in this regard and doesn't address the kind of search you mentioned in your first paragraph.
I can see now though that this contribution doesn't add much without the "Add to Record" button. I'll ask my team if we can contribute both things together for 3.2.3. If not, we'll find a later date to contribute these things together.
This
Thanks,
Chris
On Apr 23, 2013, at 1:32 AM, Christopher Pott wrote:
Hi Chris,
The "search across record types" functionality is something we see as essential for day to day use of the system, so anything supporting this would be a great improvement. 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. 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<mailto: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<mailto:chris.hoffman@berkeley.edu>
510-642-9643
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