CSpace - UCJEPS portal review
18 Sept 2013
Clare, Margriet, Amy, John, David (Baxter), Andrew, Kim, Rick, Chris
Reviewing latest changes on https://havrc.cspace.berkeley.edu/ucjeps_project_dev/public/publicsearch
Prioritized requests
SORTED BY PRIORITY: MUST HAVE (MH), NOT SURE WHERE TO PRIORITIZE (?), NICE TO HAVE (NH), WON'T DO (W)
MUST HAVE
Clare: where drop down menus in database, should be drop downs in portal (MH): Major Group, County, State, Country
Search term in collector box -- "E. Yale Dawson" -- finds all records with collector terms that include "E. Yale Dawson" -- would get "E. Yale Dawson and C. Hoffman", would not get "Dale Dawson" (MH)
Clicking on a facet (e.g., "E. Yale Dawson") or clicking on a value in a dropdown search box returns only records with the exact match. (MH)
David: Date functions – Use Julian calendar date value for sorting. (John: "We have Julian date value, and can use that to sort. ") (MH)
David/Dick: Change BerkeleyMapper config (MH)
Determination search (see conversation notes, below under 'Additional Notes...') – Easy solution/Step 1: Have it search like we intend to do for other fields, i.e., it should act as if there are quotes around entered terms and do a keyword search on the entire phrase... (MH)
Determination: Change label to 'Scientific Name' (MH) - Also, in CSpace itself, relabel Determination History box's 'Name' field as 'Scientific Name' (Rick to create JIRA)
Clare: Greece is missing in Country list. (MH) -- Rick replies that the standard display name is Ellas_, which is included in the list. Chris decides that we should display it as "Greece"_
Keyword search, such as Brazil 1971, should be AND not OR (MH) – This is a bug that John is working to fix.
Demote keyword search field to end... end… so it's not the first thing people enter (MH) -- UCJEPS staff will propose re-ordering of fields
Full resolution images served (MH) -- We must monitor the effect on server load. Possible fall back: display medium image? Note: Image display is still broken; John is working on it.
PDF icon displays rather than PDF itself - A CSpace bug? Investigate and fix (MH)
Exclude media that are checked "Do not post to public" (MH)
Link to CollectionSpace. (MH) -- For staff only? How to do that? Or, with accompanying text: "For registered users only." Link at least from detail page; preferably from list view, too.
Handle characters with accents/diacritics. (MH) -- Apparently, there's currently a problem with encoding that can be fixed.
Brent: Instructions for use. Make more in line with look and feel of herbaria UCJEPS web site. UCJEPS logo. Photos, maybe (MH) – Step 1: Use UCJEPS logo, their CHH CCH Text; beyond that, UCJEPS to lead design process.
Limit results to 2000. Beyond that, direct user to UC/JEPS staff; link tbd (MH)
Chris: Other fields in detailed view: Last update date ... (MH)
Margriet: In full view, "No." should be "Collector No." (MH)
Chris: re: Views/Nav: List view ("short") and Detailed view ("v1") (MH)
David: Raise facet limit to 500 (MH) -- Request made elsewhere
?
Determination search (see conversation notes, below under 'Additional Notes...') – ...Next step: Search from beginning of string but allow wild card at beginning to facilitate species name searches (?) - still determining desired approach.
Clare: in facets, represent empty values for facets with no info in that facet. Need a way to find results that have no value in that facet, e.g., items from Peru that have no county listed (?) -- Check tech feasibility. If easy, change this to Must-have
Pagination: see Additional Notes, below (?) -- If easy, add, with limit of 2K results. Not highest priority.
Chris: Other fields in detailed view: ... Determination History: Other determinations; Type Assertions; Loan Number (for eLoans (?)
Margriet: ...Changing views shouldn't require re-completing search (?)
NICE TO HAVE
Shift+Click/Control+Click to select more than one value in a pulldown menu (NH) - Need to look into technical feasbilityfeasibility
David: Date functions – More sophisticated search, such as ranges or "before 1985" (NH) - doable; using string value for now.
eLoans: need to save searches in order to track, or otherwise add workflow to track. (NH)
Add Loan # field (NH)
Determination names without authors (NH)
Chris - re: Views/Nav: Additional view or views (for multiple specimens with images) with decent navigation (NH) -- very worried about complexity of navigation being offered.
Chris - re: Views/Nav: Grid view, as is: Align top, not bottom (NH)
Facets - sort by alpha and by frequency (NH) -- request made elsewhere
WON'T DO
Clare: Search multiple values in text match fields in one search via repeatable group rather than multiple search terms in one box (W) - Using an OR symbol (|) requires no layout changes.
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Additional notes
Determination field - notes from conversation
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