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dev:proposal:search_templates

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

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