Wish List - Add color coding when there are no holdings

[Terran McCanna]

Angular Staff Catalog:

I've been told that in an early version of Evergreen there was some color-coding in the staff client to help draw attention to the fact that a search result had zero copies attached, and that it would be nice if that type of indicator was brought back.

My attempt at this is shown in the attached screenshot, branch coming shortly.

[Terran McCanna (tmccanna)]

My proposed patch:
https://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/mccanna/lp1966342_highlight_zero_holdings

[Elaine Hardy (ehardy)]

Thank you!

There was a bug for this but not sure which to mark as duplicate since this as a patch

https://bugs.launchpad.net/evergreen/+bug/1850971

[Terran McCanna (tmccanna)]

Thanks, Elaine - I didn't find that one yesterday when I was searching. I think bug 1850971 is a lot more complicated to fix since it not only looks at whether there are copies, but also whether those copies are OPAC-visible, so I think we should leave that one open separately.

[Elaine Hardy (ehardy)]

Sounds good.

[Mike Rylander (mrylander)]

Hi Terran,

FWIW, (and, regarding the bug that Elaine mentioned) there were actually two different color codings, one for "is entirely empty" and one for "will only show up in staff searches".

Luckily the copy count data structure should already contain all the information to figure out which color, if either, should be used. In particular, for the latter there is an "unshadow" value which is (basically) the OPAC-visible count of items, and a "transcendant" [sic] value that indicates the bib's source's value for that flag. Located URIs are a new wrinkle, but should be manageable.

There may be nuances to address, but IIRC the logic should be something like:

 * If "unshadow" is non-zero, the record shouldn't be colored
 * If "transcendant" is truthy, the record shouldn't be colored
 * If the copy count is zero, and "transcendant" is false-ish, AND there are no located URIs (which were invented /after/ this color coding was dropped, IIRC) then it should get the "entirely empty" color
 * If "unshadow" is zero, copy count is non-zero, "transcendant" is false-ish, and there are no located URIs, is should get the "staff only" color

HTH!

[Terran McCanna (tmccanna)]

Thanks, Mike!

[Michele Morgan (mmorgan)]

Also adding a link to vintage related bug 1084753

[Terran McCanna (tmccanna)]

Okay, here is a new branch that should adjust the highlight colors based on the transcendant and unshadow values, but it's not clear to me how catalogers actually control those values. I did not attempt to tackle an additional located URI check here, although I did add a third color option that highlights zero copies even if transcendant and unshadow are false which may actually suffice. Will definitely need testing a variety of scenarios.

- Dark gray if no copies, not transcendant, and not unshadowed
- Medium gray if no copies and not transcendant
- Blue if no copies

https://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/mccanna/lp1966342_highlight_zero_holdings_v2

[Elaine Hardy (ehardy)]

OPAC invisibility is controlled in several places. Item level in attributes. Shelving location level in shelving location definitions. And system controlled -- if no items are attached to the record and it is not transcendent, then the record isn't visible in the public OPAC; if all items are in status where the items don't display in the opac (missing, for example); or all items are set as invisible at the item or shelving locations level. Basically, catalogers can only control the shadow/unshadow with settings for an item, shelving location, or making the bib record transcendent. The only way I know how to make a bib record transcendent is to set the bib source to a transcendent source.

This patch is only dealing with bib records with no items and not item statuses.

With all that in mind, on terran-master, I imported several records with author
Khachaturian, Aram (you need to do a keyword search for all of the records to retrieve; not sure why 2 don't with an author search)

7 records are in terran-master:

TCN 260 no items attached, not transcendent. Bib record is for music recording, phonograph. Highlight is dark gray/black.

TCN 62 (existing record) items attached, not transcendent. Record is musical sound recording (physical item) No highlighting.

TCN 263 no items, not transcendent. Bib record is for cd music recording. Highlight is dark gray/black.

TCN 264 no items; record marked transcendent (Project Gutenberg source). Bib record is for cd music recording. Highlighting is blue

TCN 262 No items; record not transcendent. Bib record for online resource; musical sound recording. Highlight is dark gray/black.

TCN 261 No items; not transcendent; ‡9CONS added to an 856 Bib record is for online resource musical sound recording. Highlight is dark gray/black.

TCN 259 No items; transcendent' $9 CONS added to 856 Bib record is for online resource musical sound recording. Highlight is blue.

I don't see medium gray for no copies, not transcendent. only the dark gray/black.

Is there another way I can test this to trigger the medium gray highlight?

[Terran McCanna (tmccanna)]

For testing purposes during bug squashing week I made the transcendant and unshadow values visible in the staff catalog underneath the holdings. The only way I've seen so far to change the Unshadow value to a positive number is to add holdings. It doesn't appear to matter what status those holdings are in.

Is there a way to make the Unshadow value positive without any holdings? If not, then there doesn't need to be a third color highlight.

[Mary Llewellyn (mllewell)]

Is this a feature we can opt out of? Back in the day when we had gray colored records, our catalogers hated it. The public service staff hated it more.

[Elaine Hardy (ehardy)]

I don't think there is a way make unshadowed positive with out items attached, unless it is under the hood. The only place I have access to as a cataloger is shelving location and item attributes.

I don't think a third color is needed.

I'm looking into conjoined items/records for one of our catalogers. With conjoined items, you could have records without holdings attached however the bib record is visible in the public OPAC (the barcodes is on the paired record). I don't know if that will be problem with the highlighting or not. JUst beginning to look into it.

[Terran McCanna (tmccanna)]

Mary - there isn't an opt out, but my fix doesn't highlight the entire record, just the 0/0 holdings part.

[Terran McCanna (tmccanna)]

I pushed a second commit to the same branch to remove the check for "unshadow" and keeps it to two standard bootstrap colors - bg-warning (yellow) for records with no copies and that are not transcendant, and bg-info (blue) for records with no copies, but that are transcendant.

https://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/mccanna/lp1966342_highlight_zero_holdings_v2

[Jane Sandberg (sandbergja)]

Looks good to me. Thanks, Terran! Signoff at user/sandbergja/lp1966342_highlight_zero_holdings_v2_signoff

[Mary Llewellyn (mllewell)]

What we are coming up against is when a library scopes the search just to that library, they expect to retrieve only records with their items attached. When a record with zero items is also retrieved, it causes much consternation. These complaints are coming from public service staff who don't need/want to see the records with no items.

It's not useful for the catalogers either. I have them search CONS to find records to add their items to. If they limit their searches to just their library, then most of the time they won't find records they need.

We'd love to have a way for the empty records to not appear in a library-focused search but only in a CONS search. The colors are only going to draw more attention to a situation that does not work for our public services staff.

[Elaine Hardy (ehardy)]

Having a check box that filters out titles with no holdings would be a viable solution, I think. However, I think the color coding will help.

I did prefer when the entire record in the results was shaded to indicate either no holdings or all items on the record for that library were not visible in the opac for some reason. I think that was extremely useful to staff. But, that disappeared a long time ago.

[Galen Charlton (gmc)]

Pushed to master along with a follow-up that fixes a color contrast issue for transcendent bibs. There's room for accessibility improvement, as the result is relying strictly on colors to express information that's relevant to the user.

Thanks, Terran and Jane.

[William C. Szwagiel (wszwagiel)]

Any chance of there being an option to turn this highlighting off? Every electronic resource record in the search results now has this highlighting, because they are never going to have holdings attached. I realize there is always the option to check the Exclude Electronic Resources box, but having the ability to turn the highlighting off and on as needed would be helpful.

[Terran McCanna (tmccanna)]

William - since this fix has already been released, please submit a new wish list ticket and reference this ticket in the comments.