X-Git-Url: http://git.indexdata.com/?p=mkws-moved-to-github.git;a=blobdiff_plain;f=doc%2Fmkws-manual.markdown;h=e16fc72000041e92093f24a8fe1497dacf49dc47;hp=888e65b771a3664e480baa67ed90c6bc9dc33d5d;hb=1738ea09590749a3aaab760ae96504bc1fb8206a;hpb=7ae78a6010d5215affd619829644d01d43ce2936
diff --git a/doc/mkws-manual.markdown b/doc/mkws-manual.markdown
index 888e65b..e16fc72 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
===================
@@ -202,18 +186,16 @@ 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 items is described in the
+The full set of supported configuration settings is described in the
reference guide below.
Per-widget configuration
@@ -221,7 +203,7 @@ Per-widget configuration
In addition to the global configuration provided by the `mkws_config`
object, individual widgets' behaviour can be configured by providing
-configuration items as attributed on their HTML elements. For example,
+configuration settings as attributes on their HTML elements. For example,
a `records` widget might be restricted to displaying no more than
three records by setting the `numrecs` parameter as follows:
@@ -238,11 +220,11 @@ attributes prefixed with `data-mkws-`, so:
For first form is more convenient; the second is more correct.
-Because some configuration items take structured values rather than
+Because some configuration settings take structured values rather than
simple strings, they cannot be directly provided by inline
attributes. To allow for this, the special attribute
`data-mkws-config`, if provided, is parsed as JSON and its key-value
-pairs set as configuration items for the widget in question. For
+pairs used as configuration settings for the widget in question. For
example, the value of `lang_options` is an array of strings specifying
which of the supported UI languages should be made available. The
following invocation will limit this list to only English and Danish
@@ -560,8 +542,8 @@ 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
-by setting the `sp_auth_credentials` configuration item to a string
+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:
mkws_config = { sp_auth_credentials: "mike/swordfish" };
@@ -590,9 +572,10 @@ yourname.com`:
Step 1: add a rewriting authentication alias to the configuration:
RewriteEngine on
- RewriteRule /spauth/ http://sp-mkws.indexdata.com/service-proxy/?command=auth&action=check,login&username=U&password=PW [P]
+ RewriteRule /spauth/ http://sp-mkws.indexdata.com/service-proxy/\
+ ?command=auth&action=check,login&username=U&password=PW [P]
-Step 2: set the MKWS configuration item `service_proxy_auth` to
+Step 2: set the MKWS configuration setting `service_proxy_auth` to
`http://yourname.com/spauth/`.
Step 3: protect access to the local path `http://yourname.com/spauth/`
@@ -671,7 +654,7 @@ Name Description
`config` This widget has no functionality of its own, but its
configuration is copied up into its team, allowing
it to affect other widgets in the team. This is the
- only way to set configuration items at the team
+ only way to set configuration settings at the team
level.
`console-builder` Like the `builder` widget, but emits the generated
@@ -705,7 +688,7 @@ Name Description
`facet` A facet that displays the frequency with which a set
of terms occur within a specific field. The specific
field whose contents are analysed must be specified
- by the widget's `facet` configuration item, which
+ by the widget's `facet` configuration setting, which
may conveniently be done by means of the
`data-mkws-facet` attribute on the HTML
element. The supported facets are "subject",
@@ -717,10 +700,10 @@ Name Description
`facets` An area that contains a "Facets" heading and several
`facet` widgets. The set of facet widgets generated
- is specified by the `facets` configuration item,
+ is specified by the `facets` configuration setting,
which may be set globally or at the level of the
widget or the team. The value of this configuration
- item is an array of zero or more strings, each
+ setting is an array of zero or more strings, each
naming a facet.
`google-image` A specialisation of the `images` widget which
@@ -735,7 +718,7 @@ Name Description
`lang` Provides a selection between the supported set of
languages (which defaults to English, German and
Danish, but can be configured by the `lang`
- configuration item, whose value is an array of
+ configuration setting, whose value is an array of
two-letter language codes).
`log` Initially empty, this widget accumulates a log of
@@ -765,10 +748,10 @@ Name Description
`per-page` Provides a dropdown allowing the user to choose how
many records should appear on each page. The
- available set of page-sizes can be set as the
- `perpage_options` configuration item, whose value is
+ available set of page-sizes can be specified as the
+ `perpage_options` configuration setting, whose value is
an array of integers. The initial selected value can
- be set by the `perpage_default` configuration item.
+ be specified by the `perpage_default` configuration setting.
`progress` Shows a progress bar which indicates how many of the
targets have responded to the search.
@@ -776,16 +759,9 @@ Name Description
`query` The input area for a query. Usually generated a `search`
widget.
-`ranking` Provides a dropdown allowing the user to choose how
- the displayed records should be sorted. The
- available set of sort criteria can be set as the
- `sort_options` configuration item, whose value is
- an array of two-element arrays. The first item of
- each sub-array is a pazpar2 sort-expression such as
- `data:0` and the second is a human-readable label
- such as `newest`. The initial selected
- value can be set by the `sort_default` configuration
- item.
+`ranking` The result-ranking area, consisting of a `sort`
+ widget and a `per-page` widget. These may instead
+ be specified separately if preferred.
`record` A detailed display of a single record, usually
appearing when the user clicks on a summary
@@ -795,122 +771,327 @@ Name Description
on a summary record make it pop up as a detailed
record.)
-`reference` x
-
-`results` x
-
-`search-form` x
-
-`search` x
-
-`sort` x
+`reference` A short summary about a subject specified by the
+ `autosearch` configuration setting. This is created by
+ drawing a picture and a paragraph of text from
+ Wikipedia. To work correctly, this widget must be
+ used in a library that provides the
+ `wikimedia_wikipedia_single_result` target.
-`stat` x
+`results` A large compound widget used to provide the most
+ important results-oriented widgets in a pre-packaged
+ framework: `facets`, `ranking`, `pager`, `navi` and
+ `records`.
-`summary` x
+`search-form` The search form, containing the query area and the
+ button. Usually generated a `search` widget.
-`switch` x
+`search` The search box, consisting of a form containing a
+ query area and a button.
-`targets` x
-----
-
-
-Configuration object
---------------------
-
-The configuration object `mkws_config` may be created before including
-the MKWS JavaScript code to modify default behaviour. This structure
-is a key-value lookup table, whose entries are described in the table
-below. All entries are optional, but if specified must be given values
-of the specified type. If ommitted, each setting takes the indicated
-default value; long default values are in footnotes to keep the table
-reasonably narrow.
+`sort` Provides a dropdown allowing the user to choose how
+ the displayed records should be sorted. The
+ available set of sort criteria can be specified as the
+ `sort_options` configuration setting, whose value is
+ an array of two-element arrays. The first item of
+ each sub-array is a pazpar2 sort-expression such as
+ `data:0` and the second is a human-readable label
+ such as `newest`. The initial selected
+ value can be specified by the `sort_default` configuration
+ setting.
+
+`stat` A summary line stating how many targets remain
+ active, how many records have been found, and how
+ many of them have been retrieved for display. For
+ most purposes, the `progress` widget may be
+ preferable.
+
+`summary` A short record, included in the list shown when a
+ search is run. When clicked, this generally pops up
+ a detailed `record` widget. This widget is generated
+ by the toolkit in response to search results.
+
+`switch` A pair of buttons allowing the user to switch
+ between viewing the search results (the usual case)
+ or the target list.
+
+`targets` A list of all targets in the present library,
+ showing their ID, the number of records they have
+ found for the current search, any diagnostics they
+ have returned, the number of records that have been
+ returned for display, and the connection state.
+
+`waiting` An image, defaulting to unless overridden with the `src` configuration
+ item, which is initially invisible, appears when a search is submitted, and disappears when the search is
+ complete.
----
-Element Type Default Description
--------- ----- --------- ------------
-log_level int 1 Level of debugging output to emit. 0 = none, 1 = messages, 2 = messages with
- datestamps, 3 = messages with datestamps and stack-traces.
-
-facets array *Note 1* Ordered list of names of facets to display. Supported facet names are
- `xtargets`, `subject` and `author`.
-lang 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_options array [] A list of the languages to offer as options. If empty (the default), then all
- configured languages are listed.
+Configuration settings
+----------------------
-language_* hash Support for any number of languages can be added by providing entries whose name is
- `language_` followed by the code of the language. See the separate section below for
- details.
+Configuration settings may be provided at the level of a indiviual widget, or a team, or globally. Per-widget configuration is
+described above; per-team settings can be placed in a `config` widget belonging to the relevant team, and will be applied to that
+team as a whole; and global settings are provided in the global variable `mkws_config`. This structure is a key-value lookup
+table, and may specify the values of many settings.
-pazpar2_url 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.
+Some settings apply only to specific widgets; others to the behaviour of the tookit as a whole. When a widget does not itself have
+a value specified for a particular configuration setting, its team is consulted; and if that also does not have a value, the global
+settings are consulted. Only if this, too, is unspecified, is the default value used.
-perpage_default string 20 The initial value for the number of records to show on each page.
+The supported configuration settings are described in the table below. For those settings that apply only to particular widgets,
+the relevant widgets are listed. All entries are optional, but if specified must be given values of the specified type. Long
+default values are in footnotes to keep the table reasonably narrow.
-perpage_options array *Note 3* A list of candidate page sizes. Users can choose between these to determine how many
- records are displayed on each page of results.
+----
+Setting Widget Type Default Description
+-------- ------ ----- --------- ------------
+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 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 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 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.
+
+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.
+
+language_* _global_ hash Support for any number of languages can be added by providing entries whose
+ name is `language_` followed by the code of the language. See the separate
+ section below for details.
+
+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_ string info The lowest level of logging output to emit. Acceptable values are
+ `trace`, `debug`, `info`, `warn`, `error` and `fatal`.
+
+maxrecs facet, int Limits the metasearching middleware to retrieving no more than the specified
+ facets, number of records from each target.
+ record,
+ records,
+ results
+
+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).
+
+paragraphs reference int Limits the number of paragraphs rendered to the specified number. If
+ omitted, there is no limit.
+
+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 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 *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 *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.
+
+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 `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_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.
+
+show_perpage ranking bool true Indicates whether or not to display the perpage menu.
+
+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.
+
+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 default sort criterion to use. Must be one of those in the
+ `sort_options` array.
+
+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 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_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_path _global_ string Part of the URL used for authentication. See the [Assembling Pazpar2
+ URLs](#assembling-pazpar2-urls) section below.
+
+sp_auth_query _global_ string *Note 6* Part of the URL used for authentication. See the [Assembling Pazpar2
+ URLs](#assembling-pazpar2-urls) section below.
+
+src waiting url The address of an image to use in the `waiting` widget in place of the
+ default spinning wheel. Used to indicate that a search is in progress.
+
+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 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 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 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,
+ records,
+ reference,
+ results,
+ search,
+ stat,
+ switch,
+ targets
+
+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. An authentication phase is run during initialisation.
+----
-query_width int 50 The width of the query box, in characters.
+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.
-responsive_design_width 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.
+### Notes
-service_proxy_auth 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.
+1. The default for `facets` is `["xtargets", "subject", "author"]`
-service_proxy_auth_domain 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`.
+2. The default for `perpage_options` is `[10, 20, 30, 50]`
-show_lang bool true Indicates whether or not to display the language menu.
+3. The default for `pp2_hostname` is `"sp-mkws.indexdata.com"`
-show_perpage bool true Indicates whether or not to display the perpage menu.
+4. The default for `pp2_path` is `"service-proxy/"`
-show_sort bool true Indicates whether or not to display the sort menu.
+5. The default for `sort_options` is `[["relevance"], ["title:1", "title"], ["date:0", "newest"], ["date:1", "oldest"]]`
-show_switch bool true Indicates whether or not to display the switch menu, for switching between showing
- retrieved records and target information.
+6. The default for `sp_auth_query` is `"command=auth&action=perconfig"`
-sort_default string relevance The label of the default sort criterion to use. Must be one of those in the `sort`
- array.
+### Indirect settings
-sort_options array *Note 6* 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`.
+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_.
-use_service_proxy bool true If true, then a Service Proxy is used to deliver searching services rather than raw
- Pazpar2.
-----
+The currently supported types are:
-Perhaps we should get rid of the `show_lang`, `show_perpage`,
-`show_sort` and `show_switch` configuration items, and simply 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 my changing providing a full HTML
-structure.
+* `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`
-### Notes
+* `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`
-1. ["sources", "subjects", "authors"]
+* `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
----------------------
@@ -931,53 +1112,71 @@ 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:
-
+
@@ -985,96 +1184,127 @@ 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.
+
- - -