Skip to content
Open
Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
208 changes: 58 additions & 150 deletions docs/modules/opac/pages/kids_opac.adoc
Original file line number Diff line number Diff line change
Expand Up @@ -3,191 +3,99 @@

== Introduction ==

The Kids OPAC (KPAC) is a public catalog search that was designed for children
and teens. Colorful menu items,large buttons, and simple navigation make this
an appealing search interface for kids. Librarians will appreciate the flexible
configuration of the KPAC. Librarians can create links to canned search results
for kids and can apply these links by branch. The KPAC uses the same infrastructure
as the Template Toolkit OPAC (TPAC), the adult catalog search, so you can easily
extend the KPAC using the code that already exists in the TPAC. Finally, third
party content, such as reader reviews, can be integrated into the KPAC.
The Kids’ Catalog (KPAC) is a public catalog search that was designed for children
and teens. Colorful menu items, large buttons, and simple navigation make this
an appealing search interface for kids.

== Choose a Skin ==
For steps on configuring the KPAC, see xref:admin_initial_setup:KidsOPAC[Kids’ OPAC Configuration].

Two skins, or design interfaces, have been created for the KPAC. The KPAC was
designed to run multiple skins on a single web server. A consortium, then, could
allow each library system to choose a skin for their patrons.
== Access the Kids’ Catalog ==

*Default Skin:*
To access the catalog, you can click the Kids’ Catalog link in the header of the main public catalog (OPAC), or you can go directly to the URL at https://[domain]/eg/kpac/home.

In this skin, the search bar is the focal point of the top panel and is centered
on the screen. The search grid appears beneath the search bar. Help and Login
links appear at the top right of the interface. You can customize the appearance
and position of these links with CSS. After you login, the user name is displayed
in the top right corner, and the Login link becomes an option to Logout.
== Search the Kids’ Catalog ==

image::kpac/Kids_OPAC1.jpg[Kids_OPAC1]
You can search the catalog using the search bar at the top of the screen or by clicking on a topic in the grid.

*Alternate Monster Skin:*
=== Search Using the Search Bar ===

In this skin, the search bar shares the top panel with a playful monster. The
search grid appears beneath the search bar. Help and Login links appear in bold
colors at the top right of the interface although you can customize these with CSS.
After you login, the Login button disappears.
The following filters are available when completing a search:

image::kpac/Kids_OPAC2.jpg[Kids_OPAC2]
* _Search words_: Type in your search terms here.
* _Type of search_: Options include Word, Title, and Author. Word is the default.
+
image::kpac/kpac_search type.png[Type of search menu with options of Word, Title, and Author]
+
* _Age group_: All Age Groups is the default. Age groups include Preschool, Primary School, Tween, and Juvenile.
+
image::kpac/kpac_age groups.png[Age group selections]
+
* _Library selector_: Click the dropdown to narrow the search to a system or branch.


== Search the Catalog ==

You can search the catalog using only the search bar, the search grid, or the search
bar and the collection drop down menu.


*Search using the Search Bar*

To search the catalog from the home page, enter text into the search bar in the
To search the catalog from the homepage, enter text into the search bar in the
center of the main page, or enter text into the search bar to the right of the
results on a results page. Search indices are configurable, but the default search
indices include author, title and (key)word.

You can use this search bar to search the entire catalog, or, using the configuration
files, you can apply a filter so that search queries entered here retrieve records
that meet specific criteria, such as child-friendly copy locations or MARC audience
codes.


*Search using the Grid*

From the home page, you can search the catalog by clicking on the grid of icons.
An icon search can link to an external web link or to a canned search. For example,
the icon, Musical Instruments, could link to the results of a catalog search on
the subject heading, Musical instruments.

The labels on the grid of icons and the content that they search are configurable
by branch. You can use the grid to search the entire catalog, or, using the
configuration files, you can apply a filter so that search queries entered here
retrieve records associated with specific criteria, such as child-friendly copy
locations or MARC audience codes.


image::kpac/Kids_OPAC4.jpg[Kids_OPAC4]
results on a results page, and click *Search*.

=== Search Using the Grid ===

You can add multiple layers of icons and searches to your grid:
From the homepage, you can click on a topic icon in the grid to see the list of search results within that topic.

Note that some topics have further subtopics that you can filter by.

image::kpac/Kids_OPAC5.jpg[Kids_OPAC5]
image::kpac/kpac_topics.png[Examples of subtopics with icons]

In the screenshot below, the _Counting_ topic was chosen. When viewing the results, you can see the default search terms input to produce results on the topic.

image::kpac/Kpac_topics_results.png[""]

*Search using the Search Bar and the _Collection_ Drop Down Menu*
An icon search can link to an external web link or to a canned search. For example,
the icon for _Musical Instruments_, could link to the results of a catalog search on
the subject heading, _Musical instruments_.

On the search results page, a search bar and drop down menu appear on the right
side of the screen. You can enter a search term and into the search bar and select
a collection from the drop down menu to search these configured collections.
Configured collections might provide more targeted searching for your audience
than a general catalog search. For example, you could create collections by shelving
location or by MARC audience code.
You can add multiple layers of icons and searches to your grid.

Brief information displays for each title in the search results.

image::kpac/Kids_OPAC17.jpg[Kids_OPAC17]


Using any search method, the search results display in the center of the screen.
Brief information displays beneath each title in the initial search result. The
brief information that displays, such as title, author, or publication information,
is configurable.


image::kpac/Kids_OPAC6.jpg[Kids_OPAC6]


For full details on a title, click *More Info*. The full details displays the
configured fields from the title record and copy information. Click *Show more
copies* to display up to fifty results. Use the breadcrumbs at the top to trace
your search history.


image::kpac/Kids_OPAC7.jpg[Kids_OPAC7]

image::kpac/kpac_title options.png[Search results with options for More Info, Ask for This, and Add to List]

For full details on a title, click *More Info*. The full details display the
configured fields from the title record and item information. Click *Show more
copies* to display more results.

== Place a Hold ==

From the search results, click the *Get it!* link to place a hold.


image::kpac/Kids_OPAC11.jpg[Kids_OPAC11]
To place a hold:

. From either the search results or on the title record page, click *Ask for This*.
. You will be led to a _Place Hold_ screen, where you will be prompted to log in if you have not logged in already.
. Once logged in, use the *Select a Library* dropdown to select the pickup location.
. Click *Send Your Request*.

The brief information about the title appears, and, if you have not yet logged in,
the *Get It!* panel appears with fields for username and password. Enter the username
and password, and select the pick up library. Then click *Submit*. If you have
already logged into your account, you need only to select the pick up location,
and click *Submit*.
image::kpac/kpac_place hold.png[Place Hold screen with library selector]

If the hold succeeds, you will get a confirmation message.

image::kpac/Kids_OPAC12.jpg[Kids_OPAC12]
image::kpac/kpac_place hold_success.png[Alert text: Hold Successful! Hooray! Your request for [title] was successful. We will contact you when your item is ready to pick up at [library]]

If the hold fails, you will receive a fail message:

A confirmation of hold placement appears. You can return to the previous record
or to your search results.


image::kpac/Kids_OPAC13.jpg[Kids_OPAC13]



== Save Items to a List ==

You can save items to a temporary list, or, if you are logged in, you can save to
a list of your own creation. To save items to a list, click the *Get it* button
on the Search Results page.


image::kpac/Kids_OPAC14.jpg[Kids_OPAC14]


Select a list in the *Save It!* panel beneath the brief information, and click *Submit*.


image::kpac/Kids_OPAC16.jpg[Kids_OPAC16]


A confirmation of the saved item appears. To save the item to a list or to manage
the lists, click the *My Lists* link to return to the list management feature in
the TPAC.


image::kpac/Kids_OPAC15.jpg[Kids_OPAC15]



== Third Party Content ==

Third party content, such as reader reviews, can be viewed in the Kids OPAC. The
reviews link appears adjacent to the brief information.

image::kpac/Kids_OPAC8.jpg[Kids_OPAC8]


Click the Reviews link to view reader reviews from a third party source. The reader
reviews open beneath the brief information.
image::kpac/kpac_place hold_fail.png[Alert text: Hold Failed. We're sorry. We were unable to request [title] for you. Please ask a librarian to help.]

You can return to the previous record or to your search results. Use the breadcrumbs at the top to trace
your search history.

image::kpac/Kids_OPAC9.jpg[Kids_OPAC9]
image::kpac/kpac_search breadcrumbs.png[Search path links]

== Save Titles to a List ==

Summaries and reviews from other publications appear in separate tabs beneath the
copy information.
You can save titles to a temporary list, or, if you are logged in, you can save a title to one of your existing lists. If you need to create a new list, you will be prompted to do so in your account in the main catalog.

To save items to a list:

image::kpac/Kids_OPAC10.jpg[Kids_OPAC10]
. Click *Add to List*.
. Choose the list name from the *Select a List* dropdown menu.
. Click *Add to Your List*.

== Configuration Files ==
You will receive a success message with links to that specific list and all of your lists, which will open in the main public catalog.

Configuration files allow you to define labels for canned searches in the icon
grid, determine how icons lead users to new pages, and define whether those icons
are canned searches or links to external resources. Documentation describing how
to use the configuration files is available in the Evergreen repository.
image::kpac/kpac_add to list_success.png[Alert text: Hooray! You have added [title] to your list. To access your lists go to My Lists]
Loading