Bug 36320 - Clicking 'Edit items' from detail page in staff interface leads to 'Add item' screen
Summary: Clicking 'Edit items' from detail page in staff interface leads to 'Add item'...
Status: Needs documenting
Alias: None
Product: Koha
Classification: Unclassified
Component: Cataloging (show other bugs)
Version: Main
Hardware: All All
: P5 - low normal
Assignee: Owen Leonard
QA Contact: Martin Renvoize (ashimema)
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2024-03-14 14:20 UTC by Lucas Gass (lukeg)
Modified: 2024-11-20 17:46 UTC (History)
8 users (show)

See Also:
Change sponsored?: ---
Patch complexity: Small patch
Documentation contact:
Documentation submission:
Text to go in the release notes:
Version(s) released in:
24.11.00
Circulation function:


Attachments
Bug 36320: Clicking Edit items from catalogue/detail.pl leads to 'Add item' screen (3.54 KB, patch)
2024-10-16 17:33 UTC, Owen Leonard
Details | Diff | Splinter Review
Screen jump for bib with many items (118.50 KB, image/png)
2024-10-16 20:49 UTC, Kristi
Details
Bug 36320: Clicking Edit items from catalogue/detail.pl leads to 'Add item' screen (4.54 KB, patch)
2024-10-17 13:03 UTC, Owen Leonard
Details | Diff | Splinter Review
Bug 36320: Clicking Edit items from catalogue/detail.pl leads to 'Add item' screen (4.60 KB, patch)
2024-10-17 14:33 UTC, PTFS Europe Sandboxes
Details | Diff | Splinter Review
Bug 36320: Clicking Edit items from catalogue/detail.pl leads to 'Add item' screen (4.37 KB, patch)
2024-10-21 14:15 UTC, Owen Leonard
Details | Diff | Splinter Review
Bug 36320: Clicking Edit items from catalogue/detail.pl leads to 'Add item' screen (4.44 KB, patch)
2024-10-28 10:46 UTC, Martin Renvoize (ashimema)
Details | Diff | Splinter Review

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Description Lucas Gass (lukeg) 2024-03-14 14:20:49 UTC
To recreate:


1. Find a record with more than 1 items attached. 
2. From catalogue/detail.pl click the 'Edit' button in the toolbar to activate the dropdown. 
3. Click 'Edit items'. 
4. This cannot direct the user to any particular item to edit because Koha doesn't know which item you want to edit at this point. 

If there is a single item this should direct the user straight to an 'Edit item'. If a record has many items maybe a blank screen ( no Add Item ) would be less confusing?
Comment 1 Andrew Fuerste-Henry 2024-03-14 16:36:35 UTC
This behavior is so long-standing that I'm a little hesitant to change it. But on the other hand I've definitely trained librarians to ignore the "Edit items" button exactly because the behavior is not what one might want/expect.

I agree that for a bib with just 1 item, it makes sense to assume a click on "Edit items" should edit the one available item.

A blank screen when one clicks Edit Items on a record with multiple items makes sense to me. The change might be disruptive.
Comment 2 Katrin Fischer 2024-03-14 22:07:21 UTC
Some ideas:

* Should we remove "Edit items" from the Edit pull down, as it doesn't work as expected?
* Should we rename it "Manage items" or similar?

Koha bringing up the empty item form leads to confusion practically every training we do. I think an empty page with a button for new item would make a lot of sense in some scenarios. If you explicitly click "Add item" we could still bring up the form maybe?
Comment 3 Juliet Heltibridle 2024-03-15 16:19:57 UTC
I like the idea of changing it to "Manage items" and replacing the Add items form at the bottom with a button to add an item. I use this page for a few tasks, like duplicating an item, or editing items individually one after another instead of in a batch.

Our system also has holdings on the normal view page split so other library holdings don't show in the first tab, and going to the "edit item" screen gives me a table with everyone's items, so I can see them together if needed.

It looks like I could do the same things by using the Add item drop-down, so I wouldn't be opposed to getting rid of the "edit items" drop-down entirely, if that was the consensus.
Comment 4 Andrew Fuerste-Henry 2024-03-15 19:08:05 UTC
It's worth noting that one also ends up on the Add Item screen with a blank item form after each edit of a single item. Whatever we decide on here should also be applied to the post-edit landing page.
Comment 5 Kristi 2024-03-15 20:19:06 UTC
Re: I like the idea of changing it to "Manage items" and replacing the Add items form at the bottom with a button to add an item. I use this page for a few tasks, like duplicating an item, or editing items individually one after another instead of in a batch.

I also like the idea of Manage items. I would hesitate to add a button to click into to add items from that form since it would add another click to the workflow. One click to get to the Add item form is ideal. Maybe "add items" could be its own option in the dropdown.
Comment 6 Heather 2024-10-16 16:08:34 UTC
I'm in favor of ANYTHING that would be faster than my current workflow to add an item:
--Find the record and from the Details display in the staff interface select "Edit items."
--Spend the next 100 hours scrolling down to the bottom of the page (OK, I exaggerate, but there is MUCH scrolling!!!)
--Keep scrolling.
--Yet more scrolling.  (Yes, we have records with a lot of items.)
--When I'm FINALLY at the bottom of the screen, I can fill in the blank Add Item form.

Selecting "Manage items" and then an "Add item" button on the screen on which I've landed would be much faster!  I'd take two clicks (or two taps) over the almost endless scrolling!
Comment 7 Owen Leonard 2024-10-16 17:33:58 UTC
Created attachment 172830 [details] [review]
Bug 36320: Clicking Edit items from catalogue/detail.pl leads to 'Add item' screen

This patch updates the catalog toolbar so that the "Edit items"
choice under the "Edit" menu is replaced with two new options: "Manage
items," which takes you to the top of the add/edit items page; and "Add
item" which takes the user directly to the add item form (scrolling
automatically past the table of existing items).

The patch also adds a "Jump to add item form" link at the top of the
add/edit items page.

To test, apply the patch and search for a bibliographic record in the
staff interface.

- View the detail page for the record.
- Click the "Edit" menu button in the toolbar.
- You should see the two new menu items, "Manage items" and "Add item."
- Clicking the "Manage items" button should take you to the top
  of the add/edit items page in cataloging.
  - You should see a "Jump to add item form" limk under the page
    heading.
  - Clicking it should jump you to the "Add item" form.
- Clicking the "Add item" menu item from the bibliographic detail "Edit"
  menu should take you directly to the add item form, scrolling down
  past the existing items.

Sponsored-by: Athens County Public Libraries
Comment 8 Kristi 2024-10-16 20:48:59 UTC
I am going through the test steps in a sandbox. The steps work ok if there are one or two items on a record. I added 30 items to a record, and clicking on "Jump to add item form" and "add item" do not scroll the page down far enough to get past the item holdings to the form. (Screenshot on the way).

Looking forward to trying it again soon.
Comment 9 Kristi 2024-10-16 20:49:46 UTC
Created attachment 172832 [details]
Screen jump for bib with many items
Comment 10 Owen Leonard 2024-10-17 11:29:19 UTC
(In reply to Kristi from comment #8)
> I added 30 items to a record, and clicking
> on "Jump to add item form" and "add item" do not scroll the page down far
> enough to get past the item holdings to the form.

This is probably the same issue as Bug 37945. We don't want to lose the fixed header on the items table here so I will investigate an alternative solution.
Comment 11 Owen Leonard 2024-10-17 13:03:36 UTC
Created attachment 172870 [details] [review]
Bug 36320: Clicking Edit items from catalogue/detail.pl leads to 'Add item' screen

This patch updates the catalog toolbar so that the "Edit items"
choice under the "Edit" menu is replaced with two new options: "Manage
items," which takes you to the top of the add/edit items page; and "Add
item" which takes the user directly to the add item form (scrolling
automatically past the table of existing items).

The patch also adds a "Jump to add item form" link at the top of the
add/edit items page.

To test, apply the patch and search for a bibliographic record in the
staff interface.

- View the detail page for the record.
- Click the "Edit" menu button in the toolbar.
- You should see the two new menu items, "Manage items" and "Add item."
- Clicking the "Manage items" button should take you to the top
  of the add/edit items page in cataloging.
  - You should see a "Jump to add item form" limk under the page
    heading.
  - Clicking it should jump you to the "Add item" form.
- Clicking the "Add item" menu item from the bibliographic detail "Edit"
  menu should take you directly to the add item form, scrolling down
  past the existing items.

Sponsored-by: Athens County Public Libraries
Comment 12 PTFS Europe Sandboxes 2024-10-17 14:33:13 UTC
Created attachment 172889 [details] [review]
Bug 36320: Clicking Edit items from catalogue/detail.pl leads to 'Add item' screen

This patch updates the catalog toolbar so that the "Edit items"
choice under the "Edit" menu is replaced with two new options: "Manage
items," which takes you to the top of the add/edit items page; and "Add
item" which takes the user directly to the add item form (scrolling
automatically past the table of existing items).

The patch also adds a "Jump to add item form" link at the top of the
add/edit items page.

To test, apply the patch and search for a bibliographic record in the
staff interface.

- View the detail page for the record.
- Click the "Edit" menu button in the toolbar.
- You should see the two new menu items, "Manage items" and "Add item."
- Clicking the "Manage items" button should take you to the top
  of the add/edit items page in cataloging.
  - You should see a "Jump to add item form" limk under the page
    heading.
  - Clicking it should jump you to the "Add item" form.
- Clicking the "Add item" menu item from the bibliographic detail "Edit"
  menu should take you directly to the add item form, scrolling down
  past the existing items.

Sponsored-by: Athens County Public Libraries
Signed-off-by: Kristi Krueger <kkrueger@cuyahogalibrary.org>
Comment 13 Kristi 2024-10-17 14:34:40 UTC
Going through these steps this morning with a 33-item bib looked good.

To test, apply the patch and search for a bibliographic record in the
staff interface.

- View the detail page for the record.
- Click the "Edit" menu button in the toolbar.
- You should see the two new menu items, "Manage items" and "Add item."
- Clicking the "Manage items" button should take you to the top
  of the add/edit items page in cataloging.
  - You should see a "Jump to add item form" limk under the page
    heading.
  - Clicking it should jump you to the "Add item" form.
- Clicking the "Add item" menu item from the bibliographic detail "Edit"
  menu should take you directly to the add item form, scrolling down
  past the existing items.
Comment 14 Juliet Heltibridle 2024-10-18 14:52:37 UTC
I don't think it is necessary to add the Add item button to the Edit drop-down. There's already a new item in the new drop-down which does the same thing. Otherwise, this is a great improvement.
Comment 15 Owen Leonard 2024-10-21 14:15:17 UTC
Created attachment 173052 [details] [review]
Bug 36320: Clicking Edit items from catalogue/detail.pl leads to 'Add item' screen

This patch updates the catalog toolbar so that the "Edit items"
choice under the "Edit" menu is replaced with a new option: "Manage
items," which takes you to the top of the add/edit items page. The "New
item" menu item has been modified to add the anchor so that the link
jumps the user directly to add item form (past the existing items).

The patch also adds a "Jump to add item form" link at the top of the
add/edit items page.

To test, apply the patch and search for a bibliographic record in the
staff interface.

- View the detail page for the record.
- Click the "Edit" menu button in the toolbar.
- You should see the new menu item, "Manage items."
- Clicking the "Manage items" button should take you to the top
  of the add/edit items page in cataloging.
  - You should see a "Jump to add item form" limk under the page
    heading.
  - Clicking it should jump you to the "Add item" form.
- Clicking the "New item" menu item from the bibliographic detail "New"
  menu should take you directly to the add item form, scrolling down
  past the existing items.

Sponsored-by: Athens County Public Libraries
Signed-off-by: Kristi Krueger <kkrueger@cuyahogalibrary.org>
Comment 16 Owen Leonard 2024-10-21 14:16:21 UTC
(In reply to Juliet Heltibridle from comment #14)
> There's already a new item in the new drop-down

Of course, you're correct. I've modified the patch.
Comment 17 Martin Renvoize (ashimema) 2024-10-28 10:46:24 UTC
Created attachment 173505 [details] [review]
Bug 36320: Clicking Edit items from catalogue/detail.pl leads to 'Add item' screen

This patch updates the catalog toolbar so that the "Edit items"
choice under the "Edit" menu is replaced with a new option: "Manage
items," which takes you to the top of the add/edit items page. The "New
item" menu item has been modified to add the anchor so that the link
jumps the user directly to add item form (past the existing items).

The patch also adds a "Jump to add item form" link at the top of the
add/edit items page.

To test, apply the patch and search for a bibliographic record in the
staff interface.

- View the detail page for the record.
- Click the "Edit" menu button in the toolbar.
- You should see the new menu item, "Manage items."
- Clicking the "Manage items" button should take you to the top
  of the add/edit items page in cataloging.
  - You should see a "Jump to add item form" limk under the page
    heading.
  - Clicking it should jump you to the "Add item" form.
- Clicking the "New item" menu item from the bibliographic detail "New"
  menu should take you directly to the add item form, scrolling down
  past the existing items.

Sponsored-by: Athens County Public Libraries
Signed-off-by: Kristi Krueger <kkrueger@cuyahogalibrary.org>
Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
Comment 18 Katrin Fischer 2024-10-29 07:54:07 UTC
Pushed for 24.11!

Well done everyone, thank you!
Comment 19 Lucas Gass (lukeg) 2024-11-20 17:46:02 UTC
Merge conflicts with 24.05.x, no backport.