Tweak.
[mkws-moved-to-github.git] / doc / mkws-manual.markdown
index 184bb98..c868b5a 100644 (file)
@@ -871,18 +871,26 @@ autosearch                facet,    string            If provided, this setting
                           records,
                           results
 
-facet                     facet     string
+facet                     facet     string            For a `facet` widget, this setting is mandatory, and indicates which field to
+                                                      list terms for. Three fields are supported: `subject`, `author` and
+                                                      `xtargets` -- the latter a special case which treats the target providing a
+                                                      record as a facet. Any other field may also be used, but the default caption
+                                                      and maximum term-count may not be appropriate, needing to be overridden by
+                                                      `facet_caption_*` and `facet_max_*` settings.
 
-facet_caption_*           facet     string
+facet_caption_*           facet     string            Specifies what on-screen caption is to be used for the named facet: for
+                                                      example, if a `date` facet is generated, then `facet_caption_date` can be
+                                                      used to set the caption to "Year".
 
-facet_max_*               facet     int
+facet_max_*               facet     int               Specifies how many terms are to be displayed for the named facet: for
+                                                      example, if a `publisher` facet is generated, then `facet_max_publisher` can
+                                                      be used to limit the list to the top six.
 
-facets                    _team_    array   *Note 1*  Ordered list of names of facets to display. Supported facet names are
-                                                      `xtargets`, `subject` and `author`.
+facets                    _team_    array   *Note 1*  Ordered list of names of facets to display.
 
-lang                      _team_    string  en        Code of the default language to display the UI in. Supported language codes
-                                                      are `en` = English, `de` = German, `da` = Danish, and whatever additional
-                                                      languages are configured using `language_*` entries (see below).
+lang                      _team_    string            Two-letter ISO code of the default language to display the UI in. Supported
+                                                      language codes are `en` = English, `de` = German, `da` = Danish, and whatever
+                                                      additional languages are configured using `language_*` entries (see below).
 
 lang_options              lang      array   []        A list of the languages to offer as options. If empty (the default), then all
                                                       configured languages are listed.
@@ -891,63 +899,78 @@ language_*                _global_  hash              Support for any number of
                                                       name is `language_` followed by the code of the language. See the separate
                                                       section below for details.
 
-limit                     facet,    string            ### See the Search section in
-                          facets,                     [the Protocol chapter of the Pazpar2 manual
-                          record,                     ](http://www.indexdata.com/pazpar2/doc/pazpar2_protocol.html)
-                          records,
-                          results
+limit                     facet,    string            Allows a partial search to be included in the specification of an
+                          facets,                     auto-executing widget. This is ANDed with the submitted query, as though it
+                          record,                     had been selected from a facet. See the Search section in [the Protocol
+                          records,                    chapter of the Pazpar2 manual
+                          results                     ](http://www.indexdata.com/pazpar2/doc/pazpar2_protocol.html)
 
 log_level                 _global_  int     1         Level of debugging output to emit. 0 = none, 1 = messages, 2 = messages with
                                                       datestamps, 3 = messages with datestamps and stack-traces.
 
-maxrecs                   facet,    int
-                          facets,
+maxrecs                   facet,    int               Limits the metasearching middleware to retrieving no more than the specified
+                          facets,                     number of records from each target.
                           record,
                           records,
                           results
 
-paragraphs                reference int
+paragraphs                reference int               Limits the number of paragraphs rendered to the specified number. If
+                                                      omitted, there is no limit.
 
-pazpar2_url               _global_  string  *Note 2*  The URL used to access the metasearch middleware. This service must be
-                                                      configured to provide search results, facets, etc. It may be either
-                                                      unmediated or Pazpar2 the MasterKey Service Proxy, which mediates access to
-                                                      an underlying Pazpar2 instance. In the latter case, `service_proxy_auth` must
-                                                      be provided.
+pazpar2_url               _global_  string            If specified, this is the URL used to access the metasearch middleware. This
+                                                      service must be configured to provide search results, facets, etc. It may be
+                                                      either unmediated Pazpar2 or the MasterKey Service Proxy, which mediates
+                                                      access to an underlying Pazpar2 instance. When not specified, the URL is
+                                                      assembled from `pp2_hostname` and `pp2_path`. See the [Assembling Pazpar2
+                                                      URLs](#assembling-pazpar2-urls) section below.
 
-perpage                   facet,    int
-                          facets,
-                          record,
+perpage                   facet,    int               Specifies the number of records to show per page in an auto-executing
+                          facets,                     widget. Contrast with `perpage_default`, which is used to prime the dropdown
+                          record,                     with which a user chooses the page-size in an interactive session.
                           records,
                           results
 
 perpage_default           _team_    string  20        The initial value for the number of records to show on each page.
 
-perpage_options           ranking   array   *Note 3*  A list of candidate page sizes. Users can choose between these to determine
+perpage_options           ranking   array   *Note 2*  A list of candidate page sizes. Users can choose between these to determine
                                                       how many records are displayed on each page of results.
 
-pp2_hostname              _global_  string
+pp2_hostname              _global_  string  *Note 3*  Unless overridden by the `pazpar2_url` setting, this is used together with
+                                                      `pp2_path` to construct the URL to the Pazpar2 service (or Service
+                                                      Proxy). Set this to connect to a service on a different host from the
+                                                      default.
 
-pp2_path                  _global_  string
+pp2_path                  _global_  string  *Note 4*  Unless overridden by the `pazpar2_url` setting, this is used together with
+                                                      `pp2_hostname` to construct the URL to the Pazpar2 service (or Service
+                                                      Proxy). Set this to connect to a service on a different host from the
+                                                      default.
 
 query_width               _search_  int     50        The width of the query box, in characters.
 
 responsive_design_width   _global_  int               If defined, then the facets display moves between two locations as the
-                                                      screen-width varies, as described above. The specified number is the
-                                                      threshhold width, in pixels, at which the facets move between their two
-                                                      locations.
-
-scan_all_nodes            _global_  bool
-
-sentences                 reference int
-
-service_proxy_auth        _global_  url     *Note 4*  A URL which, when `use_service_proxy` is true, is fetched once at the
-                                                      beginning of each session to authenticate the user and establish a session
-                                                      that encompasses a defined set of targets to search in.
-
-service_proxy_auth_domain _global_  domain            Can be set to the domain for which `service_proxy_auth` proxies
-                                                      authentication, so that cookies are rewritten to appear to be from this
-                                                      domain. In general, this is not necessary, as this setting defaults to the
-                                                      domain of `pazpar2_url`.
+                                                      screen-width varies. The specified number is the threshhold width, in
+                                                      pixels, at which the facets move between their two locations. The `switch`
+                                                      and `lang` widgets also disappear entirely below this threshhold.
+
+scan_all_nodes            _global_  bool    false     An internal setting that changes how MKWS scans the HTML documen to discover
+                                                      widgets. If set to true, a different approach is used which may be faster
+                                                      under some circumstances.
+
+sentences                 reference int               Limits the number of sentences rendered to the specified number. If
+                                                      omitted, there is no limit.
+
+service_proxy_auth        _global_  url               If defined, this is the URL which, when `use_service_proxy` is true, is
+                                                      fetched once at the beginning of each session to authenticate the user and
+                                                      establish a session that encompasses a defined set of targets to search
+                                                      in. When not defined, the URL is assembled from `auth_hostname` or
+                                                      `pp2_hostname`, `sp_auth_path`, `sp_auth_query` and
+                                                      `sp_auth_credentials`. See the [Assembling Pazpar2
+                                                      URLs](#assembling-pazpar2-urls) section below.
+
+service_proxy_auth_domain _global_  domain            When the server used for authentication -- e.g. the one identified by the
+                                                      `service_proxy_auth` URL -- proxies for different server, this can be set to
+                                                      the domain of the server that it proxies for, so that cookies are rewritten
+                                                      to appear to be from this domain.
 
 show_lang                lang       bool    true      Indicates whether or not to display the language menu.
 
@@ -955,58 +978,61 @@ show_perpage             ranking    bool    true      Indicates whether or not t
 
 show_sort                ranking    bool    true      Indicates whether or not to display the sort menu.
 
-show_switch              switch     bool    true      Indicates whether or not to display the switch menu, for switching between
-                                                      showing retrieved records and target information.
+show_switch              switch     bool    true      Indicates whether or not to display the switch menu.
 
-sort                      facet,    string
-                          facets,
-                          record,
-                          records,
+sort                      facet,    string            Specifies the order in which to sort the records retrieved by an
+                          facets,                     auto-executing widget. Must be one of those in the `sort_options`
+                          record,                     array. Contrast with `sort_default`, which is used to prime the dropdown
+                          records,                    with which a user chooses the sortorder in an interactive session.
                           results
 
-sort_default              _team_    string  relevance The label of the default sort criterion to use. Must be one of those in the
-                                                      `sort` array.
+sort_default              _team_    string  relevance The default sort criterion to use. Must be one of those in the
+                                                      `sort_options` array.
 
-sort_options              ranking   array   *Note 6*  List of supported sort criteria. Each element of the list is itself a
+sort_options              ranking   array   *Note 5*  List of supported sort criteria. Each element of the list is itself a
                                                       two-element list: the first element of each sublist is a pazpar2
                                                       sort-expression such as `data:0` and the second is a human-readable label
                                                       such as `newest`.
 
-sp_auth_credentials       _global_  string
+sp_auth_credentials       _global_  string            If defined, this must be a slash-separated combination of username and
+                                                      password, which is sent as the authentication credentials on session
+                                                      initialisation. See the [Assembling Pazpar2 URLs](#assembling-pazpar2-urls)
+                                                      section below.
 
-sp_auth_path              _global_  string
+sp_auth_path              _global_  string  *Note 6*  Part of the URL used for authentication. See the [Assembling Pazpar2
+                                                      URLs](#assembling-pazpar2-urls) section below.
 
-sp_auth_query             _global_  string
+sp_auth_query             _global_  string  *Note 7*  Part of the URL used for authentication. See the [Assembling Pazpar2
+                                                      URLs](#assembling-pazpar2-urls) section below.
 
-target                    facet,    string
-                          facets,
-                          record,
+target                    facet,    string            One of three ways to select which targets an auto-searching widgets uses. See
+                          facets,                     the [Choosing targets from the library](#choosing-targets-from-the-library)
+                          record,                     section above.
                           records,
                           results
 
-targetfilter              facet,    string
-                          facets,
-                          record,
+targetfilter              facet,    string            One of three ways to select which targets an auto-searching widgets uses. See
+                          facets,                     the [Choosing targets from the library](#choosing-targets-from-the-library)
+                          record,                     section above.
                           records,
                           results
 
-targets                   facet,    string
-                          facets,
-                          record,
+targets                   facet,    string            One of three ways to select which targets an auto-searching widgets uses. See
+                          facets,                     the [Choosing targets from the library](#choosing-targets-from-the-library)
+                          record,                     section above.
                           records,
                           results
 
-template                  details,  string
-                          done,
-                          facet,
-                          facets,
-                          images,
-                          lang,
+template                  details,  string            Numerous widgets use Handlebars templates to render HTML. In general, each
+                          done,                       of these by default uses a template with the same name as the widget
+                          facet,                      itself. Individual widgets can be customised to use a template of a
+                          facets,                     different name by means of their `template` setting. The `records` widget
+                          images,                     (and `record`, an equivalent that shows only a single record) use the
+                          lang,                       `summary` template as well as the `records` template.
                           navi,
                           pager,
                           progress,
                           ranking,
-                          record,
                           records,
                           reference,
                           results,
@@ -1015,37 +1041,47 @@ template                  details,  string
                           switch,
                           targets
 
-text                      builder   string
+<!--- The widget called "record" is a special-case of "records"; both also use "summary" -->
+
+text                      builder   string  "Build!"  Specifies what text to use for the Builder button.
 
 use_service_proxy         _global_  bool    true      If true, then a Service Proxy is used to deliver searching services rather
-                                                      than raw Pazpar2.
+                                                      than raw Pazpar2. An authentication phase is run during initialisation.
 ----
 
-(Perhaps we should get rid of the `show_lang`, `show_perpage`,
-`show_sort` and `show_switch` configuration settings, as we display the relevant menus
-only when their containers are provided -- e.g. an `mkws-lang` element
-for the language menu. But for now we retain these, as an easier route
-to lightly customise the display than by providing a full HTML
-structure.)
+The `show_lang`, `show_perpage`, `show_sort` and `show_switch` configuration settings are technically redundant, as the relevant
+widgets, like all widgets, are displayed only when they are provided. But they are retained as an easier route to lightly
+customise the display than by providing a full HTML structure.
 
 ### Notes
 
-1. ["sources", "subjects", "authors"]
+1. The default for `facets` is `["xtargets", "subject", "author"]`
 
-2. /pazpar2/search.pz2
+2. The default for `perpage_options` is `[10, 20, 30, 50]`
 
-3. [10, 20, 30, 50]
+3. The default for `pp2_hostname` is `"sp-mkws.indexdata.com"`
 
-4. http://sp-mkws.indexdata.com/service-proxy-auth
+4. The default for `pp2_path` is `"service-proxy"`
 
-5. http://sp-mkws.indexdata.com/service-proxy/
+5. The default for `sort_options` is `[["relevance"], ["title:1", "title"], ["date:0", "newest"], ["date:1", "oldest"]]`
 
-6. [["relevance"], ["title:1", "title"], ["date:0", "newest"], ["date:1", "oldest"]]
+6. The default for `sp_auth_path` is `"service-proxy/"`.
+
+7. The default for `sp_auth_query` is `"command=auth&action=perconfig"`.
 
 ### Indirect settings
 
+The values of any setting are generally interpreted literally. However, it is possible to specify a value indirectly -- for
+example, by reference to a query parameter -- and this is often useful in contexts such as specifying an autosearch query. FIXME
+say more.
+
 FIXME !query!q, !path!2, etc.
 
+### Assembling Pazpar2 URLs
+
+FIXME describe how `pazpar2_url` is assembled from `pp2_hostname` and `pp2_path`; and how `service_proxy_auth` is assembled from
+`auth_hostname` or `pp2_hostname`, `sp_auth_path`, `sp_auth_query` and `sp_auth_credentials`.
+
 Language specification
 ----------------------