WebClient - Create MARC Record - Keyboard Shortcuts - Workflow Improvements

Bug #1862235 reported by Josh Stompro
20
This bug affects 3 people
Affects Status Importance Assigned to Milestone
Evergreen
Confirmed
Wishlist
Unassigned

Bug Description

EG 3.3 - The Create MARC Record interface doesn't have any keyboard shortcuts setup for performing actions in that interface.

I'm working through some of our workflows and looking for ways the web client could be improved to increase efficiency for our staff.

Possible Enhancements:

1. Add a global hotkey for launching the Create MARC Record interface. In the XUL client the user could press Alt+G N to launch the editor.

2. In the initial "Select MARC template" screen, make it easy to advance via the defaults settings. Set a shortcut for the load button, or set the focus on the template dropdown, so a tab enter would submit.

3. Add a better page title, currently it is set to "Catalog".

4. Add item checkbox in web client doesn't seem to be sticky like it was in the xul client, that adds one extra step.

5. When Add item is checked, focus should start on Call Number, so staff can just start typing the call number, then tab and enter the barcode.

6. Add keyboard shortcuts for various actions like Validate, Save, focus on marc input box.

Yamil (ysuarez)
tags: added: cataloging
Revision history for this message
Josh Stompro (u-launchpad-stompro-org) wrote :

Here is a working branch that adds most of the above features as separate commits.

user/stompro/lp1862235_create_marc_record_workflow
https://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/stompro/lp1862235_create_marc_record_workflow

1. Global Hotkey for create new marc record of Ctrl+F3.

2. On "Select MARC Template" screen, focus starts on the template selection box, making it easy to change via the keyboard (hit enter to open dropdown, then first letter of template name to switch between options, then enter to select), or hit tab and enter to use the default selection and load it.

3. Page title gets set to "Create MARC Record".

4. Add item checkbox has focus when MARC editor loads, can be toggled by hitting space.

5. When add item checkbox is activated, the focus moves to the call number field so input can start immediately.

6. Flat text editor - added a hotkey of ctrl+s to save the record.

7. MARC editor (non-flat text) - added several hotkeys, ctrl+s for save, ctrl+l for validate headings, and ctrl+h to toggle the keyboard shortcut help display.

8. Hide the help button when flat text editor is enabled since the help button doesn't do anything in that case.

9. Added ctrl+e to jump to the flat text editor textarea

Things I didn't get to, but may work on someday.

1. Keyboard shortcut to jump focus to the bib source selection dropdown.

2. Keyboard shortcuts to toggle Add item, Flat Text Editor and Stack Subfields.

The non-flat text editor has it's own keyboard shortcut handling code, that is active when focus is in the editor, so there is some duplication.

Josh

Revision history for this message
Josh Stompro (u-launchpad-stompro-org) wrote :
tags: added: pullrequest
Changed in evergreen:
assignee: nobody → Mary Llewellyn (mllewell)
Revision history for this message
Mary Llewellyn (mllewell) wrote :

>7. MARC editor (non-flat text) - added several hotkeys, ctrl+s for save, ctrl+l for validate headings, and ctrl+h to toggle the keyboard shortcut help display.<

In both Chrome and Firefox, ctrl+l puts the cursor in the URL search box at the head of the browser.
ctrl+h opens a history side menu (Firefox) or a history tab (Chrome).

Everything else seems to work as described.

Changed in evergreen:
assignee: Mary Llewellyn (mllewell) → nobody
Revision history for this message
Terran McCanna (tmccanna) wrote :

I confirm Mary's comment #3 - I'm leaning towards signing off on it even without the ctrl+l and ctrl+h functionality in place because the other improvements are valuable and it would be nice to get them in sooner rather than later.

Thoughts?

It could also use some release notes explaining the new shortcut keys.

tags: added: accessibility usability
tags: added: needsreleasenote
Changed in evergreen:
milestone: none → 3.next
Revision history for this message
Chrisy Schroth (cschroth) wrote :

Tested on https://festivus.evergreencatalog.com/eg/staff

Was able to create 2 new bib records, with either flat text or with the enhanced editor. Ctrl+s to save, ctrl+e to move to editor, etc. Everything that is noted in comment #1 worked, except that even though I checked the add items box, and was able to fill in a call number and make up a barcode, no items were created when I saved either record. Because my library does not do this task this way, I don't know if this is because of some other settings I needed to set up to create items, or if it doesn't work. Otherwise it seemed to work as intended.

Revision history for this message
Jennifer Bruch (jbruchpails) wrote :

I also tested this today on the Festivus server and though the MARC record was created, no item was added. Otherwise, the shortcut keys work as expected.

Revision history for this message
Terran McCanna (tmccanna) wrote :

Removing pullrequest as per comments #5-6.

tags: added: needsrepatch
removed: pullrequest
tags: added: needswork
removed: needsrepatch
Changed in evergreen:
importance: Undecided → Wishlist
status: New → Confirmed
Revision history for this message
Josh Stompro (u-launchpad-stompro-org) wrote (last edit ):

I'm going to try and split these up into individual bugs, by interface/function, so hopefully some of them get in even if others have problems.

Josh

Revision history for this message
Josh Stompro (u-launchpad-stompro-org) wrote :

Note about Comments 5&6, The fast item add doesn't actually add the item, it is just supposed to open up the volume and copy editor with the values filled in. And it seems like that process gets stopped by Chrome's built in pop up blocker unless pop-ups have been enabled in the site settings. (just learned this by being confounded by it for an hour).

tags: added: ux-keyboard
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