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Public demo help
This page explains how to use the public demo site, which runs the last released version of reroils.
This help isn't detailed at all, and is for now only in English. But feel free to reach us on gitter or on twitter to ask anything!
By default, the search will retrieve documents, ie books and items attached to it, that match the typed keywords.
The search looks for strings that exists in the document index. This index contains the documents data, which are bibliographic records (only books for the moment), and the items data, ie the barcode, the call number, and the item type. The items data contains 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 on how these data are structured by exporting the JSON of a document. Type a query into the search field, even an empty one, click on a result which has some items. At the bottom of the page, you'll find a link to export the complete data of the documents displayed in a JSON file (web embedded).
Observing this data, you're now able to type advanced request 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 will retrieve documents that have an abstract, and that their publisher place is either Geneva or Lausanne and that have at least one item available.
You can create yourself and account, using the Sign Up button. All you need is a valid email and to set a password. You'll have to confirm your email.
For now, the user account has no other right than the ability to log in.
There are three patrons accounts already registered. You can log in through any of them using their email address and the 123456 password. The available emails are:
****@***.******@***.******@***.**
These patrons have already borrowed and requested items. You can see it displaying their profile once you're connected with one of them.
Patrons can make requests on all items, except if the item is missing, or already requested by the patron who makes the request, of course.
A professional account exists and is ready for use:
- username (email):
[email protected] - password:
librarian
The librarian can manage, ie create, edit, 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 this feature are available through the managing drop down menu on the left of the languages choice.
The managing drop-down menu is available to the librarian account. As the librarian select an item in the menu, the page displayed is the result of an empty query made to the index of the selected item. And 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 item 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 results 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.
To edit or delete documents, the detailed view of the document have to be displayed, clicking the document's title.
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 location inside a selected member.
This is minimal consortium structure implemented yet.
Through this view a librarian can create, edit, delete organisations, members and locations. Even that the elements of this structure are linked together, there is 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. It it matches, then the patron is link to that user, in other word the user is now a patron.
It it doesn't match, it means that there's no user that this patron could be linked to. So the system creates a new user with the same email address.
In both cases, the email used has to be valid, because email will be send to the user in order to verify the email or the ask the user to reset the password.
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's crystal clear.
If it's a patron barcode, then the needed information of the patron is displayed. The focus stays in the input field, because most of the time, the librarian will then scan items to be loaned to this patron.
If it's an item barcode, 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 has not been entered yet.
The circulation interface has to be explored for this is only a proof of concept yet. The idea is to reduce drastically the number of clicks needed in order to do most of the circulations actions.
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