-% Using the MasterKey Widget Set to embed metasearching functionality in any web-site
+% Embedded metasearching with the MasterKey Widget Set
% Mike Taylor
-% 26 July 2013
+% July-September 2013
+
Introduction
------------
solutions. One of the biggest, and most ubiquitous is incorporating
metasearching functionality into existing web-sites -- for example,
content-management systems, library catalogues or intranets. In
-general, even when access to metasearching is provided by simple
-web-services such as [Pazpar2](http://www.indexdata.com/pazpar2),
-integration work is seen as a major part of most projects.
+general, even when access to core metasearching functionality is
+provided by simple web-services such as
+[Pazpar2](http://www.indexdata.com/pazpar2), integration work is seen
+as a major part of most projects.
Index Data provides several different toolkits for communicating with
its metasearching middleware, trading off varying degrees of
* libpz2.js -- a low-level JavaScript library for interrogating the
Service Proxy and Pazpar2. It allows the HTML/JavaScript programmer
- to implement simple JavaScript functions to display facets, records,
- etc.
+ to create JavaScript applications display facets, records, etc. that
+ are fetched from the metasearching middleware.
* masterkey-ui-core -- a higher-level, complex JavaScript library that
uses libpz2.js to provide the pieces needed for building a
<head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
<title>MKWS demo client</title>
- <link rel="stylesheet" href="http://mkws.indexdata.com/mkwsStyle.css" />
<script type="text/javascript" src="http://mkws.indexdata.com/mkws-complete.js"></script>
+ <link rel="stylesheet" href="http://mkws.indexdata.com/mkwsStyle.css" />
</head>
<body>
<div id="mkwsSearch"></div>
metasearching.
-Explanation
------------
+How the example works
+---------------------
If you know any HTML, the structure of the file will be familar to
you: the `<html>` element at the top level contains a `<head>` and a
* `mkwsStyle.css`
provides the default CSS styling
-Second, the `<div>` elements with special IDs that begin `mkws` can be
-provided. These are filled in by the MKWS code, and provide the
-components of the searching UI. The very simple application above has
-only two such components: a search box and a results area. But more
-are supported. The main `<div>`s are:
+Second, within the HTML body, `<div>` elements with special IDs that
+begin `mkws` can be provided. These are filled in by the MKWS code,
+and provide the components of the searching UI. The very simple
+application above has only two such components: a search box and a
+results area. But more are supported. The main `<div>`s are:
* `mkwsSearch` -- provides the search box and button.
* `mkwsResults` -- provides the results area, including a list of
- brief records (which open out into full versions when clicked),
- paging for large results sets, facets for refining a search, sorting
- facilities, etc.
+ brief records (which open out into full versions when clicked),
+ paging for large results sets, facets for refining a search,
+ sorting facilities, etc.
* `mkwsLang` -- provides links to switch between one of several
different UI languages. By default, English, Danish and German are
provided.
-* `mkwsSwitch` --
+* `mkwsSwitch` -- provides links to switch between a view of the
+ result records and of the targets that provide them. Only
+ meaningful when `mkwsTargets` is also provided.
+
+* `mkwsTargets` -- the area where per-target information will appear
+ when selected by the link in the `mkwsSwitch` area. Of interest
+ mostly for fault diagnosis rather than for end-users.
+
+* `mkwsStat` --provides a status line summarising the statistics of
+ the various targets.
+
+To see all of these working together, just put them all into the HTML
+`<body>` like so:
+
+ <div id="mkwsSwitch"></div>
+ <div id="mkwsLang"></div>
+ <div id="mkwsSearch"></div>
+ <div id="mkwsResults"></div>
+ <div id="mkwsTargets"></div>
+ <div id="mkwsStat"></div>
+
+Configuration
+-------------
+
+Many aspects of the behaviour of MKWS can be modified by setting
+parameters into the `mkws_config` hash. **This must be done *before*
+including the MKWS JavaScript** so that when that code is executed it
+can refer to the configuration values. So the HTML header looks like
+this:
+
+ <script type="text/javascript">
+ var mkws_config = {
+ lang: "da",
+ sort_default: "title",
+ query_width: 60,
+ };
+ </script>
+ <script type="text/javascript" src="http://mkws.indexdata.com/mkws-complete.js"></script>
+
+This configuration sets the UI language to Danish (rather than the
+default of English), initially sorts search results by title rather
+than relevance (though as always this can be changed in the UI) and
+makes the search box a bit wider than the default.
+
+The full set of supported configuration items is described in the
+reference guide below.
-* `mkwsTargets` --
-* `mkwsStat` --
-### different HTML structure
+Control over HTML and CSS
+-------------------------
More sophisticated applications will not simply place the `<div>`s
together, but position them carefully within an existing page
framework -- such as a Drupal template, an OPAC or a SharePoint page.
-Breaking up mkwsResults
+While it's convenient for simple applications to use a monolithic
+`mkwsResults` area which contains record, facets, sorting options,
+etc., customised layouts may wish to treat each of these components
+separately. In this case, `mkwsResults` can be omitted, and the
+following lower-level components provided instead:
+
+* `mkwsTermlists` -- provides the facets
+
+* `mkwsRanking` -- provides the options for how records are sorted and
+ how many are included on each page of results.
+
+* `mkwsPager` -- provides the links for navigating back and forth
+ through the pages of records.
+
+* `mkwsNavi` -- when a search result has been narrowed by one or more
+ facets, this area shows the names of those facets, and allows the
+ selected values to be clicked in order to remove them.
+
+* `mkwsRecords` -- lists the actual result records.
+
+Customisation of MKWS searching widgets can also be achieved by
+overriding the styles set in the toolkit's CSS stylesheet. The default
+styles can be inspected in `mkwsStyle.css` and overridden in any
+styles that appears later in the HTML than that file. At the simplest
+level, this might just mean changing fonts, sizes and colours, but
+more fundamental changes are also possible.
+
+To properly apply styles, it's necessary to understand how the HTML is
+structured, e.g. which elements are nested within which
+containers. The structures used by the widget-set are described in the
+reference guide below.
+
+
+Refinements
+-----------
+
+
+### Message of the day
+
+Some applications might like to open with content in the area that
+will subsequently be filled with result-records -- a message of the
+day, a welcome message or a help page. This can be done by placing an
+`mkwsMOTDContainer` division on the page next to `mkwsResults` or
+`mkwsRecords`. The contents of this element are initially displayed,
+but will be hidden when a search is made.
+
+
+### Responsive design
+
+Metasearching applications may need to appear differently on
+small-screened mobile devices, or change their appearance when
+screen-width changes (as when a small device is rotated). To achieve
+this, MKWS supports responsive design which will move the termlists to
+the bottom on narrow screens and to the sidebar on wide screens.
+
+To turn on this behaviour, set the `responsive_design` configuration
+element to `true`, and `responsive_design_width` to the desired
+threshhold width in pixels. For example:
+
+ <script type="text/javascript">
+ var mkws_config = {
+ responsive_design: true,
+ responsive_design_width: 990
+ };
+ </script>
+
+If individual result-related components are in use in place of the
+all-in-one mkwsResults, then the redesigned application needs to
+specify the locations where the termlists should appear in both
+cases. In this case, wrap the wide-screen `mkwsTermlists` element in a
+`mkwsTermlistContainer1` element; and provide an
+`mkwsTermlistContainer2` element in the place where the narrow-screen
+termlists should appear.
+
+
+### Popup results with jQuery UI
+
+The [jQuery UI library](http://en.wikipedia.org/wiki/JQuery_UI)
+can be used to construct MKWS applications in which the only component
+generally visible on the page is a search box, and the results appear
+in a popup. The key part of such an application is this invocation of
+the MKWS jQuery plugin:
+
+ <script type="text/javascript">
+ jQuery.pazpar2({ "layout":"popup", width:800, height:500 });
+ </script>
+
+The necessary scaffolding can be seen in an example application,
+http://example.indexdata.com/index-popup.html
+
+
+### Authentication and target configuration
-### configuration object
+By default, MKWS configures itself to use a demo account on a service
+hosted by mkws.indexdata.com. This demo account provides access to
+about a dozen free data sources. Authentication onto this service is
+via an authentication URL on the same server, which MKWS uses by
+default so no configuration is needed.
-resposive resize
+Access to a customised set of resources (including resources that
+require authentication) can be provided. In this case, a
+customer-specific authentication URL is used to gain access to these
+rather than the default set. Contact Index Data on info@indexdata.com
+for details.
-### overriding styles
-### use jQuery popup
+Reference Guide
+---------------
-### Authentication setups
+### Configuration object
-Configuring targets
+TODO
-### Reference
+### jQuery plugin invocation
-Configuration object
+TODO
-jQuery plugin invocation
+### The structure of the HTML generated by the MKWS widgets
-The structure of the HTML generated by the MKWS widgets
+TODO
- - -
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