X-Git-Url: http://jsfdemo.indexdata.com/?a=blobdiff_plain;f=tools%2Fhtdocs%2Fwhitepaper.markdown;h=334cc2c4b89acde0445cad2e0e68c620e2fd0e67;hb=707529a09e5f8c51f3fdb17f6c72b8b6c9ccab24;hp=c913a20d7c533ff54fe1e2022e1998c86456fcbd;hpb=32c69874e6a0edea4f356dbbea37e58f6b0c91e5;p=mkws-moved-to-github.git diff --git a/tools/htdocs/whitepaper.markdown b/tools/htdocs/whitepaper.markdown index c913a20..334cc2c 100644 --- a/tools/htdocs/whitepaper.markdown +++ b/tools/htdocs/whitepaper.markdown @@ -1 +1,263 @@ -whatevs. +% Embedded metasearching with the MasterKey Widget Set +% Mike Taylor +% July-September 2013 + + +Introduction +------------ + +There are lots of practical problems in building resource discovery +solutions. One of the biggest, and most ubiquitous is incorporating +metasearching functionality into existing web-sites -- for example, +content-management systems, library catalogues or intranets. In +general, even when access to core metasearching functionality is +provided by simple web-services such as +[Pazpar2](http://www.indexdata.com/pazpar2), integration work is seen +as a major part of most projects. + +Index Data provides several different toolkits for communicating with +its metasearching middleware, trading off varying degrees of +flexibility against convenience: + +* libpz2.js -- a low-level JavaScript library for interrogating the + Service Proxy and Pazpar2. It allows the HTML/JavaScript programmer + to create JavaScript applications display facets, records, etc. that + are fetched from the metasearching middleware. + +* masterkey-ui-core -- a higher-level, complex JavaScript library that + uses libpz2.js to provide the pieces needed for building a + full-featured JavaScript application. + +* MasterKey Demo UI -- an example of a searching application built on + top of masterkey-ui-core. Available as a public demo at + http://mk2.indexdata.com/ + +* MKDru -- a toolkit for embedding MasterKey-like searching into + Drupal sites. + +All of these approaches require programming to a greater or lesser +extent. Against this backdrop, we introduced MKWS (the MasterKey +Widget Set) -- a set of simple, very high-level HTML+CSS+JavaScript +components that can be incorporated into any web-site to provide +MasterKey searching facilities. By placing `
`s with well-known +identifiers in any HTML page, the various components of an application +can be embedded: search-boxes, results areas, target information, etc. + + +Simple Example +-------------- + +The following is a complete MKWS-based searching application: + + + + + MKWS demo client + + + + +
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+ + + +Go ahead, try it! You don't even need a web-server. Just copy and +paste this HTML into a file on your computer -- `/tmp/magic.html`, +say -- and point your web-browser at it: +`file:///tmp/magic.html`. Just like that, you have working +metasearching. + + +How the example works +--------------------- + +If you know any HTML, the structure of the file will be familar to +you: the `` element at the top level contains a `` and a +``. In addition to whatever else you might want to put on your +page, you can add MKWS elements. + +These fall into two categories. First, the prerequisites in the HTML +header, which are loaded from the tool site mkws.indexdata.com: + +* `mkws-complete.js` + contains all the JavaScript needed by the widget-set. + +* `mkwsStyle.css` + provides the default CSS styling + +Second, within the HTML body, `
` elements with special IDs that +begin `mkws` can be provided. These are filled in by the MKWS code, +and provide the components of the searching UI. The very simple +application above has only two such components: a search box and a +results area. But more are supported. The main `
`s are: + +* `mkwsSearch` -- provides the search box and button. + +* `mkwsResults` -- provides the results area, including a list of + brief records (which open out into full versions when clicked), + paging for large results sets, facets for refining a search, + sorting facilities, etc. + +* `mkwsLang` -- provides links to switch between one of several + different UI languages. By default, English, Danish and German are + provided. + +* `mkwsSwitch` -- provides links to switch between a view of the + result records and of the targets that provide them. Only + meaningful when `mkwsTargets` is also provided. + +* `mkwsTargets` -- the area where per-target information will appear + when selected by the link in the `mkwsSwitch` area. Of interest + mostly for fault diagnosis rather than for end-users. + +* `mkwsStat` --provides a status line summarising the statistics of + the various targets. + +To see all of these working together, just put them all into the HTML +`` like so: + +
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+ +Configuration +------------- + +Many aspects of the behaviour of MKWS can be modified by setting +parameters into the `mkws_config` hash. **This must be done *before* +including the MKWS JavaScript** so that when that code is executed it +can refer to the configuration values. So the HTML header looks like +this: + + + + +This configuration sets the UI language to Danish (rather than the +default of 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 full set of supported configuration items is described in the +reference guide below. + + +Control over HTML and CSS +------------------------- + +More sophisticated applications will not simply place the `
`s +together, but position them carefully within an existing page +framework -- such as a Drupal template, an OPAC or a SharePoint page. + +While it's convenient for simple applications to use a monolithic +`mkwsResults` area which contains record, facets, sorting options, +etc., customised layouts may wish to treat each of these components +separately. In this case, `mkwsResults` can be omitted, and the +following lower-level components provided instead: + +* `mkwsTermlists` -- provides the facets + +* `mkwsRanking` -- provides the options for how records are sorted and + how many are included on each page of results. + +* `mkwsPager` -- provides the links for navigating back and forth + through the pages of records. + +* `mkwsNavi` -- when a search result has been narrowed by one or more + facets, this area shows the names of those facets, and allows the + selected values to be clicked in order to remove them. + +* `mkwsRecords` -- lists the actual result records. + +Customisation of MKWS searching widgets can also be achieved by +overriding the styles set in the toolkit's CSS stylesheet. The default +styles can be inspected in `mkwsStyle.css` and overridden in any +styles that appears later in the HTML than that file. At the simplest +level, this might just mean changing fonts, sizes and colours, but +more fundamental changes are also possible. + +To properly apply styles, it's necessary to understand how the HTML is +structured, e.g. which elements are nested within which +containers. The structures used by the widget-set are described in the +reference guide below. + + +Refinements +----------- + + +### Message of the day + +Some applications might like to open with content in the area that +will subsequently be filled with result-records -- a message of the +day, a welcome message or a help page. This can be done by placing an +`mkwsMOTDContainer` division on the page next to `mkwsResults` or +`mkwsRecords`. The contents of this element are initially displayed, +but will be hidden when a search is made. + + +### Responsive design + +Metasearching applications may need to appear differently on +small-screened mobile devices, or change their appearance when +screen-width changes (as when a small device is rotated). To achieve +this, MKWS supports responsive design which will move the termlists to +the bottom on narrow screens and to the sidebar on wide screens. + +To turn on this behaviour, set the `responsive_design` configuration +element to `true`, and `responsive_design_width` to the desired +threshhold width in pixels. For example: + + + +If individual result-related components are in use in place of the +all-in-one mkwsResults, then the redesigned application needs to +specify the locations where the termlists should appear in both +cases. In this case, wrap the wide-screen `mkwsTermlists` element in a +`mkwsTermlistContainer1` element; and provide an +`mkwsTermlistContainer2` element in the place where the narrow-screen +termlists should appear. + + +### Popup results with jQuery UI + +TODO + + +### Authentication and target configuration + +TODO + + +Reference Guide +--------------- + +### Configuration object + +TODO + +### jQuery plugin invocation + +TODO + +### The structure of the HTML generated by the MKWS widgets + +TODO + +- - - + +Copyright (C) 2013 by IndexData ApS,