X-Git-Url: http://git.indexdata.com/?p=mkws-moved-to-github.git;a=blobdiff_plain;f=doc%2Fmkws-manual.markdown;h=d33dc7cd3bdd1e4509548a95f411a6534ce04848;hp=13f51b45de898fce2208999f87f32b488265fe24;hb=8dad748a1cedb9609bc898ec9d5cbb8dbcafe70d;hpb=6295affa7ed374c472ad4dfb4d6d3f0308bdd9ad
diff --git a/doc/mkws-manual.markdown b/doc/mkws-manual.markdown
index 13f51b4..d33dc7c 100644
--- a/doc/mkws-manual.markdown
+++ b/doc/mkws-manual.markdown
@@ -1,6 +1,6 @@
% The MKWS manual: embedded metasearching with the MasterKey Widget Set
% Mike Taylor
-% October 2014
+% November 2014
Introduction
@@ -41,7 +41,7 @@ flexibility against convenience:
[Drupal](https://www.drupal.org/)
sites.
-All of these approaches require programming to a greater or lesser
+All but the last of these approaches require programming to a greater or lesser
extent. Against this backdrop, we introduced
[MKWS (the MasterKey Widget Set)](http://mkws.indexdata.com/)
-- a set of simple, very high-level HTML+CSS+JavaScript
@@ -171,22 +171,6 @@ is part of the `aux` team.
Widgets that do not have a team specified (as in the examples above)
are placed in the team called `AUTO`.
-Old and new-style class-names
------------------------------
-
-**NOTE.** Versions of MKWS before v1.0 used camel-case class-names:
-without hyphens and with second and subsequent words capitalised. So
-instead of `mkws-search`, it used to be `mkwsSearch`. And the classes
-used to specify team names used an `mkwsTeam_` prefix (with an
-underscore). So instead of `mkws-team-foo`, it used to be
-`mkwsTeam_foo`.
-
-The 1.x series of MKWS releases recognise these old-style class-names
-as well as the canonical ones, as a facility for backwards
-compatibility. However, **these old class-names are deprecated, and
-support will be removed in v2.0**. Existing applications that use them
-should be upgraded to the new-style class names as soon as convenient.
-
Configuring widgets
===================
@@ -202,16 +186,14 @@ like this:
lang_options: [ "en", "da" ]
lang: "da",
sort_default: "title",
- query_width: 60
};
This configuration restricts the set of available UI languages English
and Danish (omitting German), sets the default to Danish (rather than
-the 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 English), and initially sorts search results by title rather than
+relevance (though as always this can be changed in the UI).
The full set of supported configuration settings is described in the
reference guide below.
@@ -560,7 +542,7 @@ its own User Access record.
When credential-based authentication is in use (username and
password), it's necessary to pass these credentials into the Service
-Proxy when establishing the session. This is done
+Proxy when establishing the session. This is done
by providing the `sp_auth_credentials` configuration setting as a string
containing the username and password separated by a slash:
@@ -858,28 +840,34 @@ the relevant widgets are listed. All entries are optional, but if specified must
default values are in footnotes to keep the table reasonably narrow.
----
-Element Widget Type Default Description
+Setting Widget Type Default Description
-------- ------ ----- --------- ------------
-auth_hostname _global_
-
-autosearch facet,
- facets,
+autosearch facet, string If provided, this setting contains a query which is immediately run on behalf
+ facets, of the team. Often used with an [indirect setting](#indirect-settings).
record,
records,
results
-facet facet
+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
+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
+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 The 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.
@@ -888,63 +876,75 @@ 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,
- facets,
- record,
- 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.
+log_level _global_ string info The lowest level of logging output to emit. Acceptable values are
+ `trace`, `debug`, `info`, `warn`, `error` and `fatal`.
-maxrecs facet,
- 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
+newsearch_opacity records, float If defined, a fractional value between in the range 0.0 (transparent) to 1.0
+ facets (opaque). When a new search is submitted, the widget fades to that opacity
+ (reverting to full opacity when data arrives).
-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.
+paragraphs reference int Limits the number of paragraphs rendered to the specified number. If
+ omitted, there is no limit.
-perpage facet,
- facets,
- record,
+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 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_
-
-pp2_path _global_
+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.
-query_width _search_ int 50 The width of the query box, in characters.
+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.
-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 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.
-scan_all_nodes _global_
+sentences reference int Limits the number of sentences rendered to the specified number. If
+ omitted, there is no limit.
-sentences reference
+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 `sp_auth_hostname` or
+ `pp2_hostname`, `pp2_path` or `sp_auth_path`, `sp_auth_query` and
+ `sp_auth_credentials`. See the [Assembling Pazpar2
+ URLs](#assembling-pazpar2-urls) section below.
-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`.
+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.
@@ -952,58 +952,66 @@ 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,
- 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_
+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_
+sp_auth_hostname _global_ string If provided, overrides the `pp2_hostname` setting when constructing the
+ Service Proxy authentication URL. This need only be used when authentication
+ is performed on a different host from the remaining operations (search,
+ retrieve, etc.)
-sp_auth_query _global_
+sp_auth_path _global_ string Part of the URL used for authentication. See the [Assembling Pazpar2
+ URLs](#assembling-pazpar2-urls) section below.
-target facet,
- facets,
- record,
+sp_auth_query _global_ string *Note 6* Part of the URL used for authentication. See the [Assembling Pazpar2
+ URLs](#assembling-pazpar2-urls) section below.
+
+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,
- 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,
- 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,
- 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,
@@ -1012,33 +1020,70 @@ template details,
switch,
targets
-text builder
+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. The default for `perpage_options` is `[10, 20, 30, 50]`
+
+3. The default for `pp2_hostname` is `"sp-mkws.indexdata.com"`
+
+4. The default for `pp2_path` is `"service-proxy/"`
+
+5. The default for `sort_options` is `[["relevance"], ["title:1", "title"], ["date:0", "newest"], ["date:1", "oldest"]]`
+
+6. 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. Settings of this kind have values beginning with an exclamation mark, and take the form `!`_type_`!`_value_.
+
+The currently supported types are:
+
+* `param` -- uses the value of the specified query parameter for the URL. For example
+`
` will auto-search for the word "sushi" if the page containing that widget is
+invoked from the URL `http://example.com/magic/example.html?term=sushi`
+
+* `path` -- uses the value of the _n_th component of the URL path, as specified by the value. For example
+`!path!3` will auto-search for the word "dinosaur" if the page containing that widget is
+invoked from the URL `http://example.com/magic/lookup/dinosaur`
+
+* `var` -- uses the value of the named JavaScript global variable. This is a very powerful and general mechanism. For example, to
+ search for the reversed value of the query parameter called `reverseTerm`, you might write a JavaScript function to do the
+ extraction and reversing, the use the HTML:
-2. /pazpar2/search.pz2
+
-3. [10, 20, 30, 50]
+
+
-4. http://sp-mkws.indexdata.com/service-proxy-auth
+### Assembling Pazpar2 URLs
-5. http://sp-mkws.indexdata.com/service-proxy/
+Most of MKWS's functionality is achieved by use of the Pazpar2 middleware. This is accessed on an endpoint URL which is usually
+assembled from the two configuration sessings `pp2_hostname` and `pp2_path`. However, if for some reason an unusual Pazpar2
+endpoint must be used, that endpoint can be specified in the `pazpar2_url` setting, and that will be used instead.
-6. [["relevance"], ["title:1", "title"], ["date:0", "newest"], ["date:1", "oldest"]]
+In the common case where Pazpar2 is accessed via the Service Proxy, an authentication call is made during initialisation. The call
+is generally made to the same endpoint as the other requests. However, the hostname used for authentication may if necessary be
+overridden using the `sp_auth_hostname` setting, and the path overridden by `sp_auth_path`. In any case, the value of
+`sp_auth_query` is appended; and if `sp_auth_credentials` is set, then it is used to add username and password parameters.
+So in the absence of any configuration added by an application, the Service Proxy authentication URL is made up of `pp2_hostname`
+(sp-mkws.indexdata.com) since `sp_auth_hostname` is undefined; and `pp2_path` (service-proxy/) since `sp_auth_path` is undefined;
+and `sp_auth_query` (command=auth&action=perconfig); and no credentials, since `sp_auth_credentials` is undefined. Therefore the
+URL `http://sp-mkws.indexdata.com/service-proxy/?command=auth&action=perconfig` is generated.
Language specification
----------------------
@@ -1059,46 +1104,64 @@ in the specified language. For example:
}
The following strings occurring in the UI can be translated:
-`Displaying`,
-`Next`,
-`Prev`,
-`Records`,
-`Search`,
-`Sort by`,
-`Targets`,
-`Facets`,
-`and show`,
-`found`,
-`of`,
-`per page`
-and
-`to`.
+
+* `Search complete: found`
+* `records`
+* `Displaying`
+* `to`
+* `of`
+* `found`
+* `Prev`
+* `Next`
+* `Sort by`
+* `and show`
+* `per page`
+* `Search`
+* `Active clients`
+* `Retrieved records`
+* `Records`
+* `Targets`
+* `Target ID`
+* `Hits`
+* `Diags`
+* `Records`
+* `State`
In addition, facet names can be translated:
-`Authors`,
-`Sources`
-and
-`Subjects`.
+
+* `Authors`
+* `Sources`
+* `Subjects`
+
+and whatever field captions are defined by `facet_caption_*` settings.
+
+And sort-orders:
+
+* `relevance`
+* `title`
+* `newest`
+* `oldest`
+
+and whatever sort-orders are defined by the `sort_options` setting.
Finally, the names of fields in the full-record display can be
translated. These include, but may not be limited to:
-`Author`,
-`Date`,
-`Location`,
-`Subject`
-and
-`Title`.
-
+* `Title`
+* `Date`
+* `Author`
+* `Links`
+* `Subject`
+* `Locations`
jQuery UI popup invocation
--------------------------
The MasterKey Widget Set can be invoked in a popup window on top of the page.
-Note that when using the `popup` layout, facilities from the jQuery UI
-toolkit are used, so it's necessary to include both CSS and JavaScript
-from that toolkit. The relevant lines are:
+Note that the `popup` widget uses facilities from the jQuery UI, so
+it's necessary to include both CSS and JavaScript from that
+toolkit. The relevant lines are:
+Popup windows can contain any HTML, not just MKWS widgets.
+
+The properties of the `popup` widget are as follows:
+
----
-Element Type Default Description
+Setting Type Default Description
-------- ----- ------- ------------
-popup_width string 880 Width of the popup window (if used), in
- pixels.
+popup_width int 880 Width of the popup window, in pixels.
-popup_height string 760 Height of the popup window (if used), in
- pixels.
+popup_height int 760 Height of the popup window, in pixels.
-popup_button string `input.mkwsButton` A click on this selector will trigger the
- popup to open
+popup_button string `input.mkwsButton` A jQuery selector identifying the element which, which clicked, pops up the window.
-popup_modal string 0 Modal confirmation mode. Valid values are 0 or 1
+popup_modal bool 0 Indicates whether the popup is modal (blocks access to the background page until
+ dismissed). Set to 1 if a modal popup is required.
-popup_autoOpen string 1 Open popup window on load. Valid values are 0 or 1
+popup_autoOpen bool 1 Indictaes whether to pop up the window automatically when the page is loaded.
----
-You can have more than one mkws-popup widgets on a page. Please use a different
-popup_button value to address the right ones.
+Multiple `popup` widgets can co-exist on a page. In this case, different
+`popup_button` values must be used for each.
-The structure of the HTML generated by the MKWS widgets
--------------------------------------------------------
+Structure of HTML generated by widgets
+--------------------------------------
In order to override the default CSS styles provided by the MasterKey Widget
-Set, it's necessary to understand that structure of the HTML elements that are
-generated within the widgets. This knowledge make it possible, for example,
-to style each `
` with class `term` but only when it occurs inside an
-element with class `mkws-facets`, so as to avoid inadvertently styling other
-elements using the same class in the non-MKWS parts of the page.
-
-The HTML structure is as follows. As in CSS, #ID indicates a unique identifier
-and .CLASS indicates an instance of a class.
-
- #mkwsSwitch
- a*
-
- #mkwsLang
- ( a | span )*
-
- #mkwsSearch
- form
- input#mkwsQuery type=text
- input#mkwsButton type=submit
+Set, it's necessary to understand the structure of the HTML elements that are
+generated within the widgets. The HTML structure is as follows. As in CSS,
+_.class_ indicates an instance of a class. A trailing `*` indicates zero or
+more instances; a trailing `?` indicates zero or one instance.
+
+ .mkws-progress
+ span.mkws-done
+ span.mkws-waiting
- #mkwsBlanket
- (no contents -- used only for masking)
+ .mkws-search
+ form.mkws-search-form
+ input.mkws-query
+ input.mkws-button
- #mkwsResults
+ .mkws-results
table
tbody
tr
- td
- #mkwsTermlists
- div.title
- div.facet*
- div.termtitle
- ( a span br )*
- td
- div#mkwsRanking
- form#mkwsSelect
- select#mkwsSort
- select#mkwsPerpage
- #mkwsPager
- #mkwsNavi
- #mkwsRecords
- div.record*
- span (for sequence number)
- a (for title)
- span (for other information such as author)
- div.details (sometimes)
+ td.mkws-facets-container-wide
+ div.mkws-facets
+ div.mkws-facet*
+ div.mkws-facet-title
+ div.mkws-term*
+ a
+ span
+ td.mkws-motd-container
+ div.mkws-ranking
+ form
+ select.mkws-sort
+ option*
+ select.mkws-perpage
+ option*
+ div.mkws-pager
+ div
+ div
+ span.mkws-prev
+ span.mkws-current-page
+ a*
+ span.mkws-next
+ div.mkws-navi
+ div.mkws-records
+ div.mkws-summary*
+ div.mkws-field-data
+ span.mkws-field-NAME*
+ div.mkws-details?
table
tbody
tr*
th
td
- #mkwsTargets
- #mkwsBytarget
- table
- thead
- tr*
- td*
- tbody
- tr*
- td*
+ tr
+ td
+ div.mkws-facets-container-narrow
- #mkwsStat
- span.head
- span.clients
- span.records
+ .mkws-targets
+ table
+ thead
+ tr
+ td*
+ tbody
+ tr*
+ td*
+
+
+Appendix: compatibility roadmap
+===============================
+
+Wherever possible, we ensure that all functional changes in MKWS are
+backwards-compatible, so that applications written against old versions of the
+toolkit will continue to work when running against newer versions.
+
+However, a few aspects of functionality unavoidably change in backwards
+incompatible ways. We ensure that **this only happens with new major
+versions** -- so it should _always_ be safe to upgrade to a new minor version.
+As an aid to porting old applications, we here note the specific
+backwards-incompatible changes in the various major releases, and those
+planned for future major releases.
+
+
+Major version 1.x
+-----------------
+
+Versions of MKWS before v1.0 (including the only prior release, v0.9.1) used
+camel-case class-names: without hyphens and with second and subsequent words
+capitalised. So instead of `mkws-search`, it used to be `mkwsSearch`. And the
+classes used to specify team names used an `mkwsTeam_` prefix (with an
+underscore). So instead of `mkws-team-foo`, it used to be `mkwsTeam_foo`.
+
+The 1.x series of MKWS releases recognise these old-style class-names
+as well as the canonical ones, as a facility for backwards
+compatibility. However, **these old class-names are deprecated, and
+support will be removed in v2.0**. Existing applications that use them
+should be upgraded to the new-style class names as soon as convenient.
+
- - -