Web Client: Cannot retrieve multiple patrons at once from patron search results

Tarran, you'll need to allow pop-ups for the host. In Chrome, there is an indicator at the right of the URL bar when you attempt to retrieve, say, more than one patron at a time for the first time. Click there and allow all pop-ups from the host. This is a browser restriction.

I'm not getting far enough to get a pop-up blocker - I'm not even seeing an option that will allow me to open multiple patrons. No right-click option and no action button or menu option - attaching screenshot of what I'm seeing.

Huh ... there is, indeed, no Actions menu for that grid. I thought there was, but obviously didn't look...

Other than pulling up multiple patrons in new tabs, what would you expect to see on an Actions or context menu here?

Retrieve Patron(s) and Merge Patrons are the two actions that are present on the current staff client and we use both of them on a daily basis.

I can't think of any other actions off the top of my head that would make sense to have there.

Confirmed in 2.12 about retrieving multiple patrons/lack of Actions menu. The Merge Patrons issue was resolved here: https://bugs.launchpad.net/evergreen/+bug/1517596

A few thoughts:

For consistency, I like the idea of adding an Actions menu to the patron search screen, but I'm wondering if adding an additional click to get to "Retrieve patron" is desirable.

Double clicking on a row in the search results efficiently retrieves a single patron, so this could be considered the best route to retrieve a single patron. This doesn't allow retrieving the patron in a new tab, however.

Does relying on the double-click for quickest access to a patron and Actions -> Retrieve when retrieving multiple patrons, or a single patron in a new tab seem reasonable to others?

I like the double-click to quickly open a single patron in the current tab, and I think Actions -> Retrieve would be find to retrieve multiple patrons. I would expect right-click to be able to open a patron in a new tab (rather than having to go to the actions menu).

Since Patron Buckets are forthcoming, I'm adding a note to this ticket to consider including "Add to Patron Bucket" in a future Patron Actions menu.

+1 to Actions menu.

An additional option for quickly opening patrons in new tabs would be to make one (or more) of the commonly visible grid fields (e.g. last name, barcode) a link that opens the patron when clicked. Then staff could simply control-click (or middle-click) on the link to open each patron in a new tab. The end result is one click per patron. See for example the 'barcode' column in the patron Items Out grid.

I like the idea of displaying links in the grid to open a patron. I would give a +1 to the barcode since it's what the clickable option for items.

The one downside to making the patron barcode clickable is that we're still seeing odd behavior with those links as described in bug 1669856.

The more I've been working in the web client while training our libraries, the more frustrating the missing "Retrieve Patrons" action/button has become. I've bumped up the priority a bit in hopes that someone will jump in to tackle it before we upgrade.

Here's a branch that makes the patron barcode click-able. I was able to successfully open multiple patrons in new tabs by control-clicking and middle-clicking on the barcode links.

http://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/berick/lp1528909-patron-search-barcode-click

Thanks, Bill! Works great!

I have tested this code and consent to signing off on it with my name, Terran McCanna and my email address, <email address hidden>

Pushed to master, rel_3_1, and rel_3_0. Thanks, Bill and Terran!