Change the appearance of the bookmarking screen.

We are finding the new appearance of the bookmarking screen to be very problematic.

1. The item being added/edited no longer previews. This was very useful for librarians when editing the metadata. Bring back the preview.

2. The metadata fields section is no longer 'condensed' within its own scrolling window, so fields are more spaced out and more scrolling is required than before. This means it is harder to work out what metadata needs to be edited, and it takes much longer to edit. It also means the online resource box is not always visible on screen no matter how many fields a resource has, so if we want to check if the box is ticked we have to scroll past other fields to see it.

3. The Online Resource tick box is still too small. Please make it bigger.

4. There is lack of distinction between the metadata fields and the 'tools' fields (eg. Lookup, Add field) other than a divider. Please make the difference between them more apparent somehow. [maybe the tools could be a in a 'toolbox' on the side rather than underneath]

5. The new 'Note' field does not provide any clarity on what it is for -- lecturers may input notes for students or librarians there instead of in the Create and Add pop-up. There also does not seem to be anyway to edit this field after it is added, nor is it visible in 'bookmark view', 'list view' or 'list reviews'. Any important information added to this Notes fields is likely to missed as a result, so this new notes field is not useful.

6. Please add the ability to change Students Notes and Library Notes when editing metadata (having this within List Reviews is very useful, we would like it here too).

7. The 'remove' buttons need to be to the right of the fields, not under them, we kept removing fields by accident when trying to click our cursor into the next field. This jumps us to the top of the page, then we have to scroll all the way down to re-add the field.

   1. The remove 'part of/has part' button also needs to be on the right, not directly below the tabs, and filled in white not blue. Throughout the system blue buttons seem to be for confirming, and white for cancelling -- so it is odd that remove here is blue.

   2. The Cancel button for the whole record also needs a dialogue box to pop-up when clicked, checking we do in fact want to cancel, as should you slip when trying to click save after editing metadata, it is easy to accidentally cancel changes instead.

8. Merge the Lookup Type dropdown and the Lookup data fields. We find it confusing that they are separate fields. (example attached)

9. Make it mandatory to select a Section when adding a resource.

   • We are aware that different institutions have different processes, and not all may use sections, but with the default being to add resources to the bottom of lists, resources stack up on lists without being sorted.

   • Instead of mandatory, make the box blank and require a selection, so lecturers are more mindful about where they put a resource when they are adding it, rather than 'at the bottom of list' always being the default. The option 'the list' should be the last option in the dropdown, not the first option, to encourage resources actually being organised. (example attached)

10. Collapse the majority of the metadata fields and tools when a resource is being added, so only the mandatory fields are visible unless it is expanded, and the Create buttons are immediately visible.

    • While this may not be the case for all institutions -- within our workflows, lecturers are guided to ignore the metadata fields, and just click the Create and Add button when adding resources, to make the process as fast and as easy as possible. Librarians fix the metadata fields after a lecturer has added the resource to their list. The layout change now makes it seem like lecturers need to check all the fields, and they cant see the Create buttons straight away without scrolling. If the metadata fields and tools were mostly 'collapsed' in the new layout when adding a resource, the Create buttons would be easier to find and click straight away. (example attached) [essentially, editing metadata is treated as part of our back-end, but now displays even more like it's front-end]

    • We do, however, like that the Create buttons are now blue.

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    Update: Further suggestions

11. The metadata field we are most often having to add is Author. It would make editing metadata more efficient if there was an 'Add additional author' button next to the existing author field(s), rather than requiring us to use the 'add additional field' function at the bottom of the page. Also, this should enable us to add an author 'between' existing author fields -- currently if you miss one or enter them out of order, there is no way to 'insert' a new one or rearrange them -- you have to redo them all which is time consuming.

12. We have also noticed the calendar pop-up is no longer available when inputting the date field, which we found useful.

13. It would be amazing if there was a built-in 'case-converter' within the editing metadata screen, so uppercase text could be highlighted and converted to lower case/sentence case text. We are always having to do this in another programme eg. MS word, then copy and paste it into the metadata fields!

14. Enable author fields to be re-labelled as editor, without needing to add a new field and move all the metadata.

15. It would also be useful to be able to see 'Has part/Is part of' fields at the same time somehow, so we don't need to toggle between these tabs when editing (Probably better to keep as is).

16. Article numbers please. Many don't have page numbers anymore. Putting Article in the start page box, and the number in the end page box causes a dash to be put between in them in the auto-generated reference, which is incorrect.

17. Please add an additional field that puts square brackets after titles, for the item description eg. for theses, audio-visual etc. If we put this after the title, it italicises in the auto-generated reference, which is incorrect. As a work around, we are having to put it at the start of the publisher field.

18. Enable director, host etc. to be added as author types for audio and audio-visual items. These need to display in a round bracket after the author name in the reference, specifying what they are (based on APA7th)

19. We would appreciate the ability to see the auto-generated reference the metadata will produce in the editing view, rather than needing to save, and apply the citation style function in order to see this.

20. For an edited book chapter, the date is added to the Book tab, but it only displays on the list if it is placed in the Chapter tab of the metadata. Can the date display on the list (beside the authors under the title), regardless of which metadata tab it is in.

21. After editing metadata for a list item, when you click save, you are currently returned to the top of the list. It would be great if you were returned to where the item is on the list, so you don't have to scroll back down to it, and refind you place.

Re: At what zoom level are you viewing? Could you please add a screenshot for us showing the tickbox?

We view at standard zoom.

Even on a big monitor screen, there is now a fair bit of scrolling, more so on a laptop screen. Ideally, the tick box would be the same 'height' as the boxes for other fields, so it's just as easy to click your cursor into it.