X-Git-Url: http://sru.miketaylor.org.uk/?a=blobdiff_plain;ds=sidebyside;f=doc%2Fmkws-manual.markdown;h=1066f63fadbff802bb0157b2a2edaf04ee3b2944;hb=2c1020a69e9779e0ec6a1c7d70d2e8d57ea97a5f;hp=3bc4a285e04b213ecd1ba5d7066a6aeed44bf8a0;hpb=4f61eecfa358e312fe13cd25f14ef5e43a251301;p=mkws-moved-to-github.git diff --git a/doc/mkws-manual.markdown b/doc/mkws-manual.markdown index 3bc4a28..1066f63 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: @@ -860,142 +842,244 @@ default values are in footnotes to keep the table reasonably narrow. ---- Element Widget Type Default Description -------- ------ ----- --------- ------------ -auth_hostname - -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 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_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_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 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 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 array [] A list of the languages to offer as options. If empty (the default), then all +lang_options lang array [] A list of the languages to offer as options. If empty (the default), then all configured languages are listed. -language_* hash Support for any number of languages can be added by providing entries whose +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 +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 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 +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 +paragraphs reference int Limits the number of paragraphs rendered to the specified number. If + omitted, there is no limit. -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. +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 +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 string 20 The initial value for the number of records to show on each page. +perpage_default _team_ string 20 The initial value for the number of records to show on each page. -perpage_options 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 +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 +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 +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. -query_width int 50 The width of the query box, in characters. +sentences reference int Limits the number of sentences rendered to the specified number. If + omitted, there is no limit. -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. +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. -scan_all_nodes +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. -sentences +show_lang lang bool true Indicates whether or not to display the language menu. -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. +show_perpage ranking bool true Indicates whether or not to display the perpage menu. -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`. +show_sort ranking bool true Indicates whether or not to display the sort menu. -show_lang bool true Indicates whether or not to display the language menu. +show_switch switch bool true Indicates whether or not to display the switch menu. -show_perpage bool true Indicates whether or not to display the perpage menu. - -show_sort bool true Indicates whether or not to display the sort menu. - -show_switch bool true Indicates whether or not to display the switch menu, for switching between - showing retrieved records and target information. - -sort +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 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 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 +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 +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 +sp_auth_path _global_ string Part of the URL used for authentication. See the [Assembling Pazpar2 + URLs](#assembling-pazpar2-urls) section below. -target +sp_auth_query _global_ string *Note 6* Part of the URL used for authentication. See the [Assembling Pazpar2 + URLs](#assembling-pazpar2-urls) section below. -targetfilter +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 -targets +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 -template +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 +text builder string "Build!" Specifies what text to use for the Builder button. -use_service_proxy bool true If true, then a Service Proxy is used to deliver searching services rather - than raw Pazpar2. +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. ---- -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 +`