Administration Options - Mismatch between menu name and interface name

Bug #1948991 reported by Jennifer Pringle
28
This bug affects 6 people
Affects Status Importance Assigned to Milestone
Evergreen
Confirmed
Medium
Gina Monti

Bug Description

Evergreen 3.7

Throughout local and server admin menus the labels on the menus and the headings of the actual interfaces do not match.

While a lot of the menu names versus interface names are very similar there are also some that are completely different which can cause confusion when working with those interfaces.

As well, the mismatched names add challenges to documenting the features.

Lynn Floyd (lfloyd)
Changed in evergreen:
status: New → Confirmed
Andrea Neiman (aneiman)
Changed in evergreen:
importance: Undecided → Medium
tags: added: usability
tags: added: terminology
Revision history for this message
Jennifer Pringle (jpringle-u) wrote :

Local Administration
(menu name -> interface name)

Address Alerts -> Address Alert Configuration
Age Overdue Circulations to Lost -> Age Circulations to Lost
Barcode Completion -> Barcode Completions Configuration
Carousel Library Mappings -> Carousels Visible at Library Configuration
Carousels -> Carousels Configuration
Cash Reports -> has no interface name (dojo)
Circulation Limit Sets -> Circulation Limit Set Administration
Circulation Policies -> Circulation Policy Configuration (dojo)
Course Reserves List -> Course List
Event Definition Group Members -> Trigger Event Definition Group Member Configuration
Event Definition Groups -> Trigger Event Definition Group Configuration
Group Penalty Thresholds -> Group Penalty Threshold Configuration
Hold Policies -> Hold Matrix Matchpoint Configuration
Holdings Template Editor -> Edit Holdings Templates
Item Alert Suppression -> Item Alert Suppression Configuration
Item Alert Types -> has no interface name
Item Tags -> Item Tags Configuration
Library Settings Editor -> Organizational Unit Settings (dojo)
Non-Cataloged Types Editor -> Non-cataloged Type Configuration
Notifications / Action Triggers -> Trigger Event Definitions
Permission Tree Display Entries -> Permission Group Tree Entries
Search Filter Groups -> Search Filter Group (dojo)
Shelving Locations Editor -> Shelving Location Configuration
Standing Penalties -> Standing Penalty Types
Statistical Categories Editor -> Statistical Category Editor (dojo)
Statistical Popularity Badges -> Statistical Popularity Badge Configuration
Surveys -> Survey Configuration

Revision history for this message
Jennifer Pringle (jpringle-u) wrote :
Download full text (3.2 KiB)

Server Administration
(menu name -> interface name)

Actor Stat Cat Sip Fields -> SIP Statistical Category Field Identifier Configuration
Age Hold Protect Rules -> Age Hold Protection Rule Configuration
Asset Stat Cat Sip Fields -> SIP Statistical Category Field Identifier Configuration
Authority Browse Axes -> Authority Browse Axis Configuration
Authority Control Sets -> Authority Control Set Configuration
Authority Heading Fields -> Authority Heading Fields Configuration
Authority Thesauri -> Authority Thesaurus Configuration
Best-Hold Selection Sort Order -> Best-Hold Sort Order Configuration
Billing Types -> Billing Type Configuration
Call Number Prefixes -> Call Number/Volume Prefix Configuration
Call Number Suffixes -> Call Number/Volume Suffix Configuration
Carousel Types -> Carousel Types Configuration
Circulation Duration Rules -> Circulation Duration Rule Configuration
Circulation Limit Groups -> Circulation Limit Group Configuration
Circulation Matchpoint Weights -> Circ Matrix Weights Configuration
Circulation Max Fine Rules -> Max Fine Rule Configuration
Circulation Modifiers -> Circulation Modifier Configuration
Circulation Recurring Fine Rules -> Recurring Fine Rule Configuration
Custom Org Unit Trees -> Org Unit Custom Tree (dojo)
Floating Groups -> Floating Group Administration
Geographic Location Service -> Geographic Location Service Configuration
Global Flags -> Global Flags and Settings Configuration
Hard Due Date Changes -> Hard Due Date Configuration
Hold Matchpoint Weights -> Hold Matrix Weights Configuration
Import Match Sets -> MARC Batch Import/Export
Item Statuses -> Item Status Configuration
Item Tag Types -> Copy Tag Types Configuration (outdated terminology - Copy)
Library Groups -> Library Group Configuration
Library Group Maps -> Library Group Map Configuration
MARC Coded Value Map -> SVF Record Attribute Coded Value Map Configuration
MARC Import Remove Fields -> Import/Overlay Field Groups for Removal Configuration
MARC Record Attributes -> SVF Record Attribute Defintion Configuration
MARC Search/Facet Class FTS Maps -> Metabib Class TS Map Configuration
MARC Search/Facet Classes -> Metabib Class Configuration
MARC Search/Facet Field FTS Maps -> Metabib Field TS Map Configuration
MARC Search/Facet Fields - Metabib Field Configuration
MARC Tag Tables -> MARC Fields Configuration
Org Unit Proximity Adjustments -> Org Unit Proximity Adjustment Configuration
Org Unit Setting Types -> Organizational Unit Setting Type Configuration
Organization Types -> Org Unit Type Configuration
Organizational Units -> Org Unit Configuration
Permission Groups -> Permission Group Configuration
Permissions -> Permission List Configuration
Print Templates -> Print Template Administration
Remote Accounts -> Remote (3rd party) Account Configuration
Remote Authentication Profiles -> Remote Patron Authentication Configuration Profile Configuration

SMS Carriers -> SMS Carrier Configuration
User Activity Types -> User Activity Type Configuration
User Setting Types -> User Setting Type Configuration
Weights Association -> Matrix Weight Association Configuration
Z39.50 Index Field Maps -> Z39.50 Index Field Map Configuration
Z39.50 Serve...

Read more...

Revision history for this message
Jennifer Pringle (jpringle-u) wrote :

Of particular note with the server admin:

Actor Stat Cat Sip Fields -> SIP Statistical Category Field Identifier Configuration
Asset Stat Cat Sip Fields -> SIP Statistical Category Field Identifier Configuration

These two interfaces have identical names and the interfaces look identical though they do have slightly different URLs.

https://demo.evergreencatalog.com/eg2/en-US/staff/admin/server/actor/stat_cat_sip_fields
https://demo.evergreencatalog.com/eg2/en-US/staff/admin/server/asset/stat_cat_sip_fields

Revision history for this message
Jennifer Pringle (jpringle-u) wrote :

Other admin menus:

Serials
Serial Item Templates -> Serials Templates

Booking
Resources -> Resource Configuration
Resource Attributes -> Resource Attribute Configuration
Resource Attribute Maps -> Resource Attribute Map Configuration
Resource Attribute Values -> Resource Attribute Value Configuration
Resource Types -> Resource Type Configuration

Workstation
Printer Settings -> Hatch Printer Settings
Stored Preferences -> Stored User Preferences
Tests -> Webclient Latency Test

The acquisitions admin menu has changed significantly in 3.8 so will need to reviewed on a 3.8 server.

tags: added: documentation needsdiscussion
removed: terminology usability
description: updated
tags: added: terminology usability
Gina Monti (gmonti90)
tags: removed: needsdiscussion
Gina Monti (gmonti90)
Changed in evergreen:
assignee: nobody → Gina Monti (gmonti90)
Revision history for this message
Gina Monti (gmonti90) wrote :

Here's the working branch I have. I didn't get absolutely everything yet, but it's a start.

https://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/gmonti/lp1948991_admin_menus_mismatch_names

Revision history for this message
Gina Monti (gmonti90) wrote :
tags: added: pullrequest
Revision history for this message
Galen Charlton (gmc) wrote :

The patches change the end of line characters from Unix-style newlines to Windows-style carriage return + line feeds. This makes it difficult to review just the pertinent changes, and the patches should not be committed that way. Could you check the newline settings on your text editor and revise the patches?

tags: added: needswork
removed: pullrequest
Revision history for this message
Jane Sandberg (sandbergja) wrote :

Just a note that in VSCode or Codium, when you have a file open, there should be a "CRLF" or "LF" at the bottom of the screen. You'll want to make sure it is set to "LF", to keep the end of line characters consistent with what is in the repo. Looking forward to this patch, thanks for all your work on it Gina!

Revision history for this message
Gina Monti (gmonti90) wrote :

I'm going to have to upload a brand new branch because the diffs are getting mixed up. Thanks for the advice everyone; I'll get this fixed.

Revision history for this message
Gina Monti (gmonti90) wrote :
tags: added: pullrequest
removed: needswork
Revision history for this message
Galen Charlton (gmc) wrote :

Looking at the new patch (thanks, Gina!) there's a problem with single vs. plural in the IDL. For example, the change from "Resource Type" to "Resource Types" will make the automatically generated staff banner be "Resource Type", but will also make the new button read "New Resource Types", which is not quite correct.

I noticed that one of the sections of the patch for bug 2023579 changed the default banner for BasicAdminPageComponent pages from "Foo Editor" to just "Foo". I wonder if we'd be better off adjusting that to make the automatic page type be "Foo Administration" and leaving the record labels in the IDL in their singular form.

An alternative might be to (either in fm_IDL.xml itself or somewhere to sitting to the side of it) add the plural forms in a way that allows them to be translated. That way, interfaces could pick and choose whether they mean to display the singular form or the plural form.

tags: added: needsdiscussion
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