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Public demo help
This page explains how to use the public demo site of RERO ILS, which runs the last released version of RERO ILS.
This help isn't very detailed, and is only in English for now. But feel free to reach us on gitter or on twitter to ask anything!
By default, the search retrieves documents - i.e. books and their items - that match the typed keywords.
The search looks for strings that exist in the index of documents. This index contains the document data, which is composed of bibliographic records (only books for the moment) and item records. The item data includes barcode, call number, location, item type, and also information related to circulation, such as the status (on loan, on shelf, missing) and the start date, end date and patron identifier if the item is on loan. Obviously, this will have to be modified in the future for privacy reasons.
You can have a look at how these data are structured by exporting the JSON of a document. Type a query (even an empty one) into the search field and click on a result which has some items. At the bottom of the page, you will find a link to export the complete data of the documents displayed in a JSON file (web embedded). Observing this data, you could be able to type advanced requests in the search input, using the Lucene syntax.
Try this query: _exists_:abstracts AND publishers.place:(genève OR lausanne) AND itemslist._circulation.status:on_shelf
It retrieves documents that have an abstract, whose publisher place is either Geneva or Lausanne, and that have at least one item available.
You can create yourself an account, using the Sign Up button. All you need is a valid email and a password. You have to confirm your email. For now, the user account has no other right than the ability to log in.
There are three patron accounts already registered. You can log in through any of them using their email address and the 123456 password. The available accounts are:
These patrons already have borrowed and requested items. You can see them in the profile once you're connected with one of the patrons.
Patrons can make requests on items, except for missing or already requested items by the same patron.
A professional account exists and is ready for use:
- username (email):
[email protected] - password:
librarian
The librarian can manage, i.e. create, edit and delete:
- documents (and items),
- organisations (and members and locations) (this is the beginning of the consortium structure of reroils),
- patrons.
The librarian can also perform some basic circulation actions, such as check in and check out.
All these features are available through the managing drop down menu at the left of the language choice.
The managing drop-down menu is available to the librarian account. When the librarian selects an option in this menu, the page displays the complete result list of the corresponding index (an empty query). Then, the search input can be used to make any query in that same index, be it documents, patrons, organisations (and members and locations).
The menu option circulation displays the circulation interface.
In addition to the ability of searching for documents and items, this view enables the librarian to create a new document. The create button is on the top of the documents result list. At this stage, the document editor is very, very, very simple.
At the right of the ISBN field, is a blue import button. If a EAN-13 number that exists in the BNF catalog, clicking on the import button will populate the editor with data.
Once the form is completed, the submit button will add the new document to the index.
In order to edit or delete documents, the detailed view of the document has to be displayed, by clicking the document title from the result list.
On the document detailed view, an add button opens the item editor. Items should be linked to a location, for now through the persistent identifier of the location. This PID can be found through the organisation view, in the JSON export.
This view displays the list of organisations existing in the demo instance. Clicking on a given organisation lists the members of this organisation, and then the list of locations inside a selected member.
This is a minimal consortium structure implemented yet.
Through this view, a librarian can create, edit, delete organisations, members and locations. Even if the elements of this structure are linked together, there are still no checks made when the librarian decides to delete an organisation or a member.
This view lists the patrons existing in the system. The librarian can create, edit and delete patrons the same way as documents and organisations.
When creating a new patron, the system checks if the email used for this patron matches the email of an existing user. If it does, the patron is linked to that user, in other words, the user is now a patron.
If it doesn't match, it means that there is no user corresponding to this patron. So the system creates a new user with the same email address.
In both cases, the email used has to be valid, because a message is sent to the user in order to verify the email or in case of a password reset operation.
The circulation interface is reachable through the managing menu, selecting the circulation item.
When this view is loaded, the focus is by default in the input field: patron card or item barcode are ready to be scanned!
Basically, the librarian can use the input field either to enter a patron barcode or an item barcode. Then, the system tries to understand what is the default action to be proposed to the librarian, or to be done if it is crystal clear.
If a patron barcode is entered, the needed information of the patron is displayed. The focus stays in the input field, because most of the time, the librarian will borrow or return items.
If an item barcode is entered, it could be an item to be returned, a missing item that has been found or an item to be loaned to a patron, but the patron barcode is not given yet.
The design of the circulation interface has to be further explored; at this stage, this is only a proof of concept. The idea is to reduce drastically the number of clicks needed in order to do most of the circulation actions.
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