Prism Blog

Archive for the 'Functionality' Category

Watch the latest Prism Development webinar

If you were unable to attend one of our recent Prism 3 update webinars, then catch up on latest developments by watching the recording below or by downloading the video.

Agenda

  • Roadmap overview
  • Latest release
    • List sharing
    • Fix to handling titles with semicolons
    • Format display: include ‘Thesis’; demote ‘Reproduction’
  • Next release
    • Next/Previous buttons
    • Quick reviews
    • Start of move to new domain name: capitadiscovery.co.uk/com
    • Remove reserve button for non-reservable items
  • Roadmap/next steps
  • Tour
  • Admin console refresh – user roles
  • Augmented discovery implementations

[podcast format=”video”]http://talis-videos.s3.amazonaws.com/prism_webinar_140512.mp4[/podcast]

Prism Release Preview and Admin Console – 26 January 2012

I’m pleased to announce that a new version of Prism is now available for you to preview, together with a new release of the Admin Console.

Community Collaboration

This Prism release brings the first of the community collaboration features: user contributed star ratings.

The ability to rate an item gives the user a basic level of active participation in the catalogue, allowing them to express their response to an item. The display of ratings in the catalogue serves as a guide to other users in a way that is familiar from many other places on the web.

The average rating is displayed in results and in the item detail page. You can click on it to add your own rating – you are invited to login first, then taken back where you were. On the item detail page you also get a blank set of stars on an item yet to be rated.

Once logged in, ratings can be added on both the results page and the full detail page by clicking on the number of stars you wish to give the item. You can do this whether or not the item has been rated already. Ratings can also be altered if you change your mind at a later date – the new rating replaces an older rating to prevent any one user gaming the system.

We’re aggregating ratings across libraries in two groups: academic libraries and public libraries. All ratings in your library sector will be displayed in your catalogue, giving you the greater scope and refinement of the larger scale. The average rating for an item in a library sector is displayed.

This is just the first part of a larger scheme of work around adding community features to the catalogue which will include enabling users to see and manage their contributed content.

Ratings is an optional feature, allowing you to introduce it when you feel you are ready. We’ve added a new ‘Community Features’ section to the latest release of the Admin Console, also released today, which allows you to turn the feature on or off quickly and easily. To switch on ratings, under Community Features check the Enable ratings box and click the ‘Update’ button. You also need to reset the cache for your tenancy: in a new browser window or tab run your equivalent of this: prism.talis.com/demo/mytenancy-sandbox/resettenantcache.

We always recommend that you do this first for your sandbox tenancy. All Admin Console settings apply to both the preview and live environments, so when this release of Prism goes live, any tenancy where ratings are enabled will have the feature in the live service as well as in the preview.

Electronic Location Links

This release also brings a small change to the data model to improve our handling of Electronic Location and Access (856) fields. We’re ensuring that we extract the relevant information from the field, as well as tidying up how they are displayed on the item details page. This is the first part of a larger theme of work around improving access and discovery of e-resources within Prism.
Electronic access link image

Admin Console

The new release of the Admin Console brings several key improvements, including faster browsing of files in the theme section. We’ve also taken on board all of the feedback about improving the experience when you just want to Admin Console Theme areaupload a single file and have remodelled this section to allow browsing through the folders that make up your theme, with uploads being stored in the folder you have active. Folders are marked as “folder” in the type column and can be navigated to by clicking on their name; a breadcrumb trail is provided to allow you to navigate back up the folder hierarchy. You cannot add or rename folders within the console: the folder structure must be created separately, zipped and uploaded – so if you’d like to add a new folder the best way is to download a theme backup, add the new folder (and files) and then use the upload zip function.

One further new area in the Admin Console is ‘Layout Modules’ allowing HTML5 rendering and the mobile interface to be enabled. If you’d like to enable the mobile interface, both of these need to be checked, but you can also just enable HTML5 if you want to take advantage of more modern web browser features without offering the mobile interface. These are both optional features as they can require a few tweaks to be made to your tenancy theme to ensure your design stays consistent. As with other features you can make adjustments in your sandbox before switching them on in your live tenancy. If you already have the Mobile interface enabled then both will be switched on by default, otherwise both will be switched off.

We’re planning on releasing these changes to the live service within the next week, so would really appreciate everyone trying these new features on their tenancy.

As usual, you can preview this release by inserting ‘/demo/’ after the prism.talis.com part of your URL and before the name of your tenancy, e.g. http://prism.talis.com/demo/mytenancy/. If you have your own host name, to see the preview you must use prism.talis.com/ instead. The preview enables you to search your live data and access your live Local Data Services (e.g. for availability, renewals and reservations) using the new version of Prism. You can also use it with your sandbox tenancy.

If you have any comments, questions or suggestions please get in touch; you can comment here on this blog, on the Prism forum and Prism Ideas or contact your account manager or the Prism team directly.

Prism Release Preview – 22 November 2011

I’m pleased to announce that a new version of Prism is now available for you to preview.  This is a maintenance release addressing a number of issues:

  • Disappearing lists
  • Blocked borrowers get an error page when they try to sign in. In this release they will get a specific page with configurable text to say that they are blocked from signing in and to ask library staff. The longer term plan for blocked borrowers (i.e. those who have exceeded a limit on fines or overdues)  is to allow them to sign in but to disallow renewal and reservation, with an alert to this in their account.
  • Exporting lists as CSV sometimes has wrong data in the ISBN/ISSN column
  • Mobile Prism doesn’t switch to landscape on Android HD
  • Page navigation from the foot of the page to the next page displays the bottom instead of top of the next page
  • The standard number (ISBN/ISSN) of an additional physical form (e.g. electronic version) recorded in MARC field 776 will now be indexed.

The purpose of the preview is to allow you to explore and become familiar with the new features before they are released to your users, and to ensure that everything is working correctly. As usual we strongly recommend that you check the preview of your catalogue carefully to make sure your styling displays as expected, including your Mobile Prism.

If you have any issues or concerns please raise a  Support case. You can also comment on the release by adding a comment on this blog post or emailing me or contacting your Account Manager.

We will release this version to the live service next week. – Update: This is now scheduled for Monday 28th November.

To access the preview, insert ‘/demo/’ after the prism.talis.com part of your URL and before the name of your tenancy, e.g. http://prism.talis.com/demo/examplecat/. This enables you to search your live data and access your live Local Data Services (e.g. for availability, renewals and reservations) using the new version of Prism. You can also use it with your sandbox tenancy.

Prism release – 21-September 2011

I’m pleased to announce the release of the latest version of Prism to the live service last night. This version has been available for preview since 5th September and was described in detail in the preview release notice. The main inclusions are:

  • Prism Mobile Interface, making your Prism catalogue into a mobile ‘web app’, optimised for viewing on all modern smart phones
  • Improvements to CSS for themes, optimising performance
  • Support for additional LDS authentication methods
  • Tiny images on account pages, for more items displayed per screen

The Mobile Interface requires a modification to the tenancy configuration and we recommend you test this on your sandbox tenancy before putting it live. If you raise a service request we will add the configuration to your tenancy as soon as possible.

The improvements to CSS for themes will be switched on together with the Mobile Interface. It is being managed this way because there may be some issues with the display arising from the interaction with your local customised styling. Introducing it on the sandbox tenancy first, together with the Mobile Interface, will allow any such issues to be addressed before putting it live.

You can read much more about the Mobile Interface and the CSS improvements in the posts on Mobile interface configuration and Prism 3 calling: introducing our mobile device interface

If you have any comments, questions or suggestions on this release please get in touch; you can comment here or on the forums or Prism Ideas or contact your account manager or the Prism team directly.

Mobile Interface Configuration

This post is an addendum to the existing Prism 3 Design Guidelines focusing on the new features that come as part of the mobile interface and its related release.

Enabling the Mobile Interface

Currently, because it requires checks with theme compatibility, mobile is turned on by sending a service request to the Help desk. We will

Turning the interface on by default has two effects: enabling the mobile interface and enabling html5.

Mobile Interface

When enabled, the main effect of the mobile interface is that it will add extra CSS that overrides existing themes when in a mobile context. These changes are adaptive, which means that when you size a modern browser like Chrome or Firefox or IE9 to the targeted window size the mobile interface will come into effect.

Extra features are also enabled such as swipe-based paging and background loading of search results. However, these feature rely on modern HTML5 features that are only available in recent browsers and so may not be present if you view the page on an older desktop browser; Prism will still work as normal though.

Note: Because of the way the mobile interface overrides styles, the system will strip out !important declarations as these may prevent those overrides.

HTML5

The Prism mobile interface makes use of a number of features from the new version of HTML (the markup language of the web). Since we’re using these modern features, we’ll switch the DOCTYPE to indicate HTML5.

This has the additional bonus of forcing Internet Explorer 6 to use its standards rendering mode, which means it behaves more like modern browsers. This may mean you find themes designed assuming IE6 quirks mode may look odd. Fortunately the new release also has some additional features designed to help targeting older versions of Internet Explorer, see CSS Browser Targeting below, allowing much easier targeting of corrective measures.

Customising the Mobile Interface

The mobile interface is a series of additional stylesheets and behaviours for small devices. It aims for a more “app-like” feel, which focuses on core tasks and their requisite elements of the interface, often hiding extra detail behind reveals to optimise for the small screen size.

Because mobile is a more fragmented space than desktop, where slight changes can have major impacts you might not see on one particular phone, the mobile interface has a more restricted set of configuration options. This makes the theme more reliable across devices and enables us to fix in one place rather than across multiple tenancies.

Configuration is achieved by creating a file called config.ini that you upload as part of your theme files via the admin console. It goes in the base of the theme so you can update it as a single file without re-uploading the entire theme. Rather than write CSS rules it allows you to specify parameters that we turn into CSS for you. This means you don’t have to worry about browser inconsistencies, since we handle that for you.

A config.ini looks like this (note lines may wrap and {tenancy} should be replaced with your tenancy):

;this is a comment...
 [Mobile]
touch_icon = //prism.talis.com/{tenancy}/assets/-/images/start_icon.png
mobile_header_background = //prism.talis.com/{tenancy}/assets/-/assets/images/mobile_header.png
mobile_form_element_border = #E3E5F5
mobile_form_element_background = #fff
mobile_form_button_background = #fafafa
mobile_tag_background = #D2E3FF
mobile_tag_border = #80B2FF
mobile_tag_text_colour = #333
mobile_text_colour = #222
mobile_link_colour = #28489D

You can create this file in Notepad or any other text editor, simply make sure it is saved with the .ini extension. The initial set of configurable parameters is conservative and allows for form element styling, facet/tag styling and main text colouration. It also allows you to specify the background image for the application title and the touch icon used when creating a shortcut icon on iPhone/iPad.

The web addresses for these image should be full urls, with a protocol independent uri so they work under both secure and insecure connections. Note the lack of http: prefixing the web addresses used, for example:

//prism.talis.com/{tenancy}/assets/-/images/start_icon.png

The sizes for iOS start icons are 57×57 pixels. You can learn more about these on Apple’s Developer Site.

You may also want to specify a custom background for the application header. This sits at the top of all pages in the mobile interface behind the main application title. It should be 50px high, by a maximum of 470px wide. Note that the 470px is a maximum and that the image will be truncated on smaller screens. Also note that the icon shown by default is 40px by 40px, so if you want to substitute in your own this is the size to use.

Extra Links

Mobile hides header and footer fragment detail to save space and focus on the core functionality. There may be items, such as links to terms and conditions, that you are required to include a link to and wish to re-instate on mobile. Be cautious of what you choose to add, since it is far easier to overload the interface on a mobile device than on a desktop.

The best option for adding such extra links is to add this to the headerlinks.html fragment as a menu item, giving it the class of mobile. This will hide it on desktop devices, but place it in the openable menu on the top of the screen should access be needed:

For example:

<ul>
    <li class="mobile"><a href="{url}mobilehelp.html">Mobile Help</a></li>
</ul>

Javascript Extensions

If you make use of any extensions to the Prism interface, image carousels or similar via either Juice or jQuery, you may wish to disable these when mobile is enabled as they may cause slowness due to extra network requests and more involved scripting.

You can set these to not run when mobile is enabled by checking the PRISM.mobile object property in Javascript. This is set to true when the main window is smaller than the 480px that triggers the mobile interface. You can then turn of features that aren’t suitable to run in a mobile context.

if(PRISM.mobile){
 //code to run mobile essential extensions
 }
 else{
 //code to run normally
 }

You could also modify how Juice is included in the page to use this too, reducing your downloads on mobile devices even further. So for example, the following could be added to your javascript.html fragment:

<script type="text/javascript">
    $(function(){
        if(!PRISM.mobile){
                $('body').append('<script type="text/javascript" src="http://prism.talis.com/{tenancy-name}/assets/-/juice.js"></script>');
            }
    })
</script>

This would only include the juice.js file if mobile is not enabled.

If you are using extensions, we recommend you move to using the version of jQuery bundled with Prism, to avoid downloading the same library multiple times.

Additional Features

The release with mobile also includes a number of additional features that improve the handling of CSS.

CSS browser targeting

The new release includes a more robust method of targeting older versions of Internet Explorer with CSS rules to account for browser quirks. By prefixing a CSS selector with a particular class you can target older versions of the browser with specific fixes. For example:

 .item{
 width:98%;
 }
.ie6 .item{
 width:100%;
 }

would declare a normal width on newer browsers of 98%, but force IE6 to set the width to 100%. This method prevents the use of ugly and problematic “CSS hacks” that can cause unexpected behaviour.

CSS Merging

The new CSS handler features a number of improvements to the way CSS is served to the browser.

Firstly we merge the files together, reducing network requests. Where previously we linked to three files base.css, site.css and print.css, these files are now wrapped together as one, with the mobile interface included as well if enabled. This merged file has a url of assets/{etag}/merged.css , which means it looks like it’s in your theme so existing image references work.

When this file is served it is sent with far future expiring cache headers which means that the file will always be cached, reducing requests for large CSS files and speeding your catalogues display. If you change your site.css or config.ini, or we release a new version of Prism, the file’s web address changes automatically so the updated CSS will be downloaded.

Note: Because we now merge CSS, if your theme uses @import rules, which must appear at the top of the file to work. These will now need to be actually included in the site.css file. This is best practice as it allows us to reduce network requests and force caching.

Interface Labels

Mobile makes use of several interface labels that have previously been hidden (the main application title) or are new (mobile introductory text). These can be customised as with any interface label in Prism. The default for application title is “Talis Prism”, but you may prefer a shorted version of your institution name with “Library Catalogue” added. Please raise a service request with the required text and we will configure it for you.

Prism Release – 10 August 2011

I’m pleased to announce the release of the latest version of Prism to the live service. This version has been available for preview since 25th July and was described in detail in the preview release notice. The main inclusions are:

– Improved display of formats in initial results display for Semantic Data Model records
– Support for Audio Visual (non-ISBN) cover images
– Addition of two new theme fragments

The improved display of formats is dependent on having implemented the new version of MarcGrab, which is currently being rolled out.

We announced in a  Prism blog post and elsewhere that we have formed an agreement with BDS to provide Prism users with extended enrichments. That is enabled by this release but the switch to BDS will be made separately later. As stated in recent newsletters, please let us know by 15th August if you wish to stay with Nielson Book Data. Please contact your account manager if you wish to discuss Prism enrichments further.

If you have any comments, questions or suggestions on this release please get in touch; you can comment here on the blog, on the forums and Prism Ideas or contact your account manager or the Prism team directly.

Enhanced enrichments through Prism 3 webinar

Following a review of the data suppliers earlier this year, a new deal has been agreed with BDS to provide Prism users with extended enrichments. This will mean that Prism will provide the experience that library users have come to expect from today’s digital environment, as well as giving you best value and choice from your Prism subscription.

We held a webinar this week to explain how customers can benefit from these new enrichments and we included a demonstration of how the new book jackets are displayed in Prism searches. You can view a video of the webinar here.

[podcast format=”video”]http://talis-videos.s3.amazonaws.com/enhanced_enrichments_through_prism.mp4[/podcast]

Prism Release Preview Update – 27th July 2011

We’ve just pushed a small update to the release preview which addresses some confusion end users experienced with the “Save” button. A new button has been added to the search results page labelled “Check Availability” which, when clicked, opens the item details page.

The new Check Availability Button

Check Availability Button

You may need to reset your tenant cache on preview if you’ve looked at it recently to pick up the new button; to do this please append resettenantcache to the release preview URL, e.g.

http://prism.talis.com/demo/derby-ac/resettenantcache

We’ve had to change the HTML on the search results page slightly to fit this in, so if everyone could take a few minutes to check it works with their local styling we’d really appreciate it.

If you have any comments, questions or suggestions please get in touch; you can comment here, on the forums and Prism Ideas or contact your account manager or the Prism team directly.

Admin Console Release – 27th July 2011

We’re pleased to announce that we’ve just released a small update to the Admin Console to take advantage of the new theme fragments in the latest release preview of Prism.

It’s now possible to upload a file to your theme called login.html or noresults.html which will be displayed on the login page and no results page respectively.

If your tenancy has the welsh language option installed, you can upload both English and Welsh versions of these files by adding language codes to the filename, e.g.

login.en-gb.html
login.cy-gb.html
noresults.en-gb.html
noresults.cy-gb.html

This release also enables the Javascript fragment, which is the suggested location for placing any Javascript includes. Placing these in a file called javascript.html and uploading it to your tenancy theme will enable this feature.

If you have any comments, questions or suggestions please get in touch; you can comment here, on the forums and Prism Ideas or contact your account manager or the Prism team directly.

Prism Release Preview – July 2011

We’re pleased to announce that the latest version of Prism has been released for everyone to preview; this release has the following changes:

Improved display of formats in initial results display for Semantic Data Model records

The Semantic Data Model title work, launched last month, makes some changes to the way we extract data from the 245 field; part of this was dropping subfield $h from the display in favour of more descriptive terms found elsewhere in a record. We’ve tweaked the search results page, as originally discussed on the blog a few weeks ago, to draw more attention to the format by making it bold and displaying the most specific term, e.g. “eBook” rather than “Book, eBook, Eletronic Resource”. The end result is a more consistent experience – borrowers only need to look in a single place as they scan the page and the terminology used is the same from record to record. We’ve made  a few other tweaks to the appearance of this page to make the layout more consistent as well. As with other Semantic Data Model features, you’ll need to be on the new version of marcgrab to see these changes.

The revised format display

Support for Audio Visual (non-ISBN) cover images

To support the upcoming switch to BDS for Prism enrichments, we’ve enabled cover images for non-ISBN records; this will show, subject to coverage, images for records that have an EAN or UPC catalogued in the 024 field. These images will start displaying once we complete the transition in the coming weeks and we’ll put out a notice when this happens. Customers with Syndetics enrichments can also benefit from this development; please raise a service request and we will make the required configuration changes to your tenancy.

Addition of two new theme fragments

A common request we receive is for more control over the “My Account” login page, so we’ve added a new theme fragment which allows you to insert content in the same way as the homepage and header fragments. We’re releasing a small update to the Admin Console early this week which will pick up a file named “login.html” that you upload to your theme and insert it into your tenancy.

Another page we’re enabling further customisation of is the no results screen. Uploading a file called “noresults.html” to your tenancy theme will include it below the existing content. This fragment is treated a bit differently to others as it allows you to access the search query and insert it into your custom content, for example in a link to another search system such as Copac, the British Library or Google Books. As with the login fragment, this also relies on the Admin Console release this week.

No results fragment linking to Copac, The British Library and Google Books

No results fragment linking to Copac, The British Library and Google Books

Taking advantage of this new functionality is easy, just insert the following snippet anywhere in the fragment:

{{ query }}

If you’d like to provide links to prepared searches on other discovery interfaces you’ll need to change that slightly and “url encode” it; this makes sure it’s properly formatted for use in a hyperlink:

{{ query|url_encode }}

The full example in the screenshot above is:

<p>You can also try your search for "{{ query }}" on some other catalogues:</p>
<ul>
<li><a href="http://copac.ac.uk/search?&any={{ query|url_encode }}">Search for "{{ query }}" on COPAC</a></li>
<li><a href="http://explore.bl.uk/primo_library/libweb/action/search.do?mode=Basic&vid=BLVU1&vl(freeText0)={{ query|url_encode }}&fn=search&tab=local_tab&">Search for "{{ query }}" on the British Library OPAC</a></li>
<li><a href="http://www.google.com/search?tbm=bks&q={{ query|url_encode }}">Search for "{{ query }}" on Google Books</a>
</ul>

We’re planning on releasing these changes to the live service within the next week, so would really appreciate everyone trying these new features on their tenancy. As usual, you can preview this release by prepending your tenancy name with “demo/”, for example:

http://prism.talis.com/demo/manchester-ac/

or

http://prism.talis.com/demo/southwark/

If you have any comments, questions or suggestions please get in touch; you can comment here, on the forums and Prism Ideas or contact your account manager or the Prism team directly.