Web Client: More Options needed for Holdings View Column Picker

[Sarah Childs]

The holdings view column picker options are very limited. For catalogers, a major use for holdings view is to see a glance that a given item is cataloged correctly, so pretty much anything you might edit in the copy editor needs to have a column option in Holdings View. Two options which I particularly need which are not available are Fine Level and Loan Duration. Both of these are very important to have applied correctly.

[Elaine Hardy (ehardy)]

This may need to be a separate ticket but we also need to be able to make the columns as wide as we need to be able to read the attribute. In the XUL client, we can adjust a columns width as needed by dragging it wider. We no longer have that ability in the web client.

[Janet Schrader (jschrader)]

I created a duplicate of this bug, mine is #1761222:
In holdings view the choices for columns in the web client are not the same as those in the xul client. Missing choices are "alert message", "fine level", and "loan duration". The alert message is particularly missed as it helps catalogers see that it's been added correctly to item records.
I see between 3.0.9 and 3.0.12 the missing deposit and deposit amount have been added to the web client. We'd like to see the web client have the same choices as the xul one.

Version 3.0.12

[Remington Steed (rjs7)]

Janet, I confirmed with Galen that the old "Alert Message" column is deprecated as of 3.1, since the new Item Alert matrix was added. That means the 3.1 upgrade process converts old style alerts into the new alert structure, so they are accessible via the new "Alerts" column (which includes a count and a "Manage" button to open the new alert screen).

I'm working on adding the other two columns mentioned in this ticket: Fine Level, and Loan Duration.

[Remington Steed (rjs7)]

Elaine Hardy (in person) also asked for any columns that are in the XUL client. Here is what seems to be missing:

Fine Level
Loan Duration
Classification
Due Date
OPAC visible?
Quality

[Terran McCanna (tmccanna)]

>>This may need to be a separate ticket but we also need to be able to make the columns as wide as we need to be able to read the attribute. In the XUL client, we can adjust a columns width as needed by dragging it wider. We no longer have that ability in the web client.<<

Note that this part is fixed in 3.2 with the bubble-text popup for long text and better column configuration options.

[Elaine Hardy (ehardy)]

The bubble pop-up, while nice, doesn't allow viewing all of an attribute at once. Nor does the better column config provide a workable solution. For example, I need to see most attributes in Holdings view on a regular basis, which means long call numbers may be cut off. Re-doing the column configuration by removing fields and making the call number column larger is cumbersome and time consuming. The popup only allows me to see one call number at a time when I need to see multiple call numbers. Being able to adjust the column width as needed allows me to see long call numbers at once, making choosing the vols that need editing more efficient.

[Remington Steed (rjs7)]

Here's a branch that adds the six missing columns I mentioned above:

http://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/rsteed/lp1761222_holdings_view_missing_columns

[Sarah Childs (sarahc)]

That list of options looks good to me, and I agree with Elaine on her comments about the columns. The pop-up is an improvement, but we're more often than not trying to compare multiple items at once. The ability to drag columns wider and narrower is greatly missed. Also the limits on how narrow you can make a column are particularly maddening when you want more real estate and you have to waste a bunch of dead space on columns that have data a single character wide. Overall there are a ton of great features in the web client, but the thing I miss the most is the old column functionality.

[Janet Schrader (jschrader)]

+1 for what Sarah and Elaine said. I also would like to have the ability to drag columns to customized widths. I also noticed that the minimum size is not the same in all interfaces. In View Holds I can size the price column so small I can only see the $ and first digit. In Item Status and Holdings View I have enough room for a $9,000.00 item when it's at the smallest.

[Remington Steed (rjs7)]

FYI, here's the existing bug for not being able to resize columns:

Bug 1778311: Web Client - Columns Can't be Resized on the Fly

[Bill Erickson (berick)]

Thanks, Remington.

Follow-up branch pushed:

http://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/berick/lp1761222-holdings-due-date-etc

This contains sign-off's for Remington's commits. It also adds another commit which changes how we fetch the circulation data for the copies in the holdings grid.

Over concerns of launching too many (1 per copy) parallel pcrud requests, I've modified the code to make a single batch PCRUD call. This has the added affect of only displaying due date information for copies that have a non-checked-in circulation, consistent with the XUL client, instead of the last circulation, regardless of its disposition.

[Remington Steed (rjs7)]

I have signed off on Bill's new commit, and I added one more commit to fix my misunderstanding of the "quality" column. Here's my branch:

https://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/rsteed/lp1761222-holdings-due-date-etc

From the commit message:

I originally misunderstood the XUL item field labeled "quality" and
pulled in the bib record "overall quality" score. But upon checking the
XUL holdings maintenance screen again, we clearly want the item's
"mint_condition" field instead. This commit makes that correction and
converts the 't' or 'f' values into "Good" or "Damaged", to match the
item editor labels.

[Tiffany Little (tslittle)]

I can confirm that I can see values in the columns that Remington specified, and that the Due Dates are only showing for items in a non-checked in circulation.

I have tested this code and consent to signing off on it with my name, Tiffany Little, and my email address, <email address hidden>.

[Janet Schrader (jschrader)]

Tiffany,
I tested this too and can confirm, like you did, the column choices are there.
Suggestions for improvements are:
1.) add grid lines to separate columns for easier reading
2.) designate item attributes that are "Yes" or "No" by just the letters Y and N
3.) the ability to resize columns as Elaine and Sarah mentioned above
4.) make column headers more readable when columns are shrunk by having text wrap or abbreviated.

[Chris Sharp (chrissharp123)]

Committed to master. Since this is adding new features, not backporting to 3.3/3.4.

Janet, I'll ask that you please file new wishlist bugs based on your suggestions.

Thanks to all involved!

[Janet Schrader (jschrader)]

Hi Chris,
I created the new bug, it's LP# 1864236
<https://bugs.launchpad.net/evergreen/+bug/1864236>, Usability improvements
to Holdings View grid.

Thanks,
Janet

Janet Schrader

Bibliographic Services Supervisor | CW MARS

67 Millbrook Street, Suite 201, Worcester, MA 01606

P: 508-755-3323 x 325 | F: 508-757-7801

------------------------------

<email address hidden> || http;//cwmars.org <http://www.cwmars.org/>

On Fri, Feb 21, 2020 at 1:50 PM Chris Sharp <email address hidden>
wrote:

> Committed to master. Since this is adding new features, not backporting
> to 3.3/3.4.
>
> Janet, I'll ask that you please file new wishlist bugs based on your
> suggestions.
>
> Thanks to all involved!
>
> ** Changed in: evergreen
> Milestone: 3.4.3 => 3.5-alpha
>
> ** Changed in: evergreen/3.3
> Status: Confirmed => Won't Fix
>
> ** Changed in: evergreen
> Status: Confirmed => Fix Committed
>
> --
> You received this bug notification because you are subscribed to the bug
> report.
> https://bugs.launchpad.net/bugs/1761222
>
> Title:
> Web Client: More Options needed for Holdings View Column Picker
>
> Status in Evergreen:
> Fix Committed
> Status in Evergreen 3.2 series:
> Won't Fix
> Status in Evergreen 3.3 series:
> Won't Fix
>
> Bug description:
> The holdings view column picker options are very limited. For
> catalogers, a major use for holdings view is to see a glance that a
> given item is cataloged correctly, so pretty much anything you might
> edit in the copy editor needs to have a column option in Holdings
> View. Two options which I particularly need which are not available
> are Fine Level and Loan Duration. Both of these are very important to
> have applied correctly.
>
> To manage notifications about this bug go to:
> https://bugs.launchpad.net/evergreen/+bug/1761222/+subscriptions
>