dev:proposal:search_templates
Table of Contents
Search Templates
Basic overview
Allow staff to create 'Search Templates' which will save commonly used search combinations for tpac Advanced Search page. All select-able options available on the Advanced Search page, as well as whether results display in 'Detail View', could be saved. Search terms would not be savable.
Search Templates Creation page
- A Search Templates Creation page would be created that mocks the Advanced Search page in the opac/tpac. Also available on this page would be a dropdown list of saved Search Templates, a textbox for entering template names, a 'Save Template' button, and a 'Delete Template' button.
- Staff would be able to select commonly used search option pairings and save them to a template on their workstation.
- Search Templates would be saved to file as a JSON object.
- Staff would be able to delete unused templates.
- A new menu option would be created in Admin -> WorkStation Administration called 'Search Templates'. This will take you to the Search Templates creation page.
TPAC Advanced Search page
- A Search Templates dropdown will be available to staff, but not patrons, from which they can select from their saved Search Templates.
- When selected, a Search Template will populate the search options according to the options saved to that template.
- The selected template will be remembered and will populate the search options upon returning to the Advanced Search page.
- A "Default" template will also be available that 'turns off' Search Templates and reverts to Default Evergreen functionality.
Changes to Existing Code base
- ./Open-ILS/src/templates/opac/advanced/search.tt2 - When building Advanced Search page a check will be performed for is_staff. If it returns true the search template dropdown (and the javascipt that helps it) will be added to the page.
- A new menu option would be available on the staff client for navigating to the Search Templates Creation page. (Admin -> Workstation Administration -> Search Templates)
Use Case
- Staff user is always performing searches on the library's French film collection.
- User navigates to Search Template Creation page.
- User selects the options (Title, Contains, Language -> French, Type -> Video, DVD).
- User gives the template a name, "French Video" and clicks 'Save'.
- User navigates to the OPAC Advanced Search page.
- "French Video" template is already selected in the Search Templates dropdown.
- (Title, Contains, Language -> French, Type -> Video, DVD) is selected for the user.
dev/proposal/search_templates.txt · Last modified: 2022/02/10 13:34 by 127.0.0.1