Reporting

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Design

This page proposes a new feature and reviews design options

Development

This page describes a feature that's in development

Documentation

This page documents an implemented feature

Qubit doesn't allow users to print reports such as file lists. Ideally such a feature would allow for the following,

  • Print pages, including search results, to PDF
  • Print pages, including search results, to a printer
  • Print file lists (e.g. all the files in a series) or item lists (e.g. all the items in a file), issue 412
  • Print box lists (e.g. all the files in a box)
  • Print lists of physical storage locations (e.g. all the boxes in a fonds)
  • Print complete finding aids (all levels of description - the complete contents of a fonds)
  • Custom report formats by selecting fields
  • Modify search results (e.g. by omitting hits) and print modified set

However, development may start with simple "print page" function, e.g. by creating a print CSS stylesheet, issue 76

General reporting issue, issue 86?

[edit] Search results

  • Fields to include: reference code, title, date(s), level of description, part of fonds/series/file, repository, issue 1135
    • Repository would be included in multi-repository system only
  • The search query, sort order and date of printing would appear in a header
  • Here's an example of a printed search results page for a single-repository system,

File:Search_results.png

[edit] File/item lists

  • Fields to include: reference code, title, date(s), conditions governing access
    • Parent level(s) are included in a header
    • Date printed is included in the header as well
  • User:Richard Container number would also be useful here; include reference codes of parents in header?

File:File_list.png

[edit] Box lists

  • Fields to include: reference code, title, date(s), part of fonds/series/file, conditions governing access
    • Box number and location are included in a header
    • Date printed is included in the header as well

File:Box_list.png

[edit] Physical storage locations

  • Fields to include: name, location, type
    • Title of fonds (or collection, series etc.) is included in a header
    • Date printed is included in the header as well

File:Physical_storage_list.png

[edit] Complete finding aids

  • See example, http://www.sfu.ca/archives2/F-164/FindingAid.pdf
  • User:Richard That SFU example structures finding aid into separate tabs for fonds description; series descriptions; file lists; items lists; unprocessed holdings; appendices. We are now wondering about some issues,
    • would it be better to put file and item lists with the relevant series description instead of separating them to their own tab?
    • where to put fuller item-level description (e.g. a full description of a film)?
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