+In order to search in a customised set of targets, including
+subscription resources, it's necessary to create an account with
+Index Data's hosted Service Proxy, and protect that account with
+authentication tokens (to prevent unauthorised use of subscription
+resources).
+
+Maintaining the library
+-----------------------
+
+The Service Proxy accesses sets of targets that are known as
+"libraries". In general, each customer will have their own library,
+though some standard libraries may be shared between many customers --
+for example, a library containing all open-access academic journals.
+A library can also contain other configuration information, including
+the set of categories by which targets are classified for the library.
+
+Libraries are maintained using MKAdmin (MasterKey
+Admin). Specifically, those used by MKWS are generally maintained on
+the "MKX Admin" installation at
+<http://mkx-admin.indexdata.com/console/>
+In general, Index Data will create a library for each customer, then
+give the customer a username/password pair that they can use to enter
+MKAdmin and administrate that library.
+
+Once logged in, customers can select which targets to include (from
+the list of several thousand that MKAdmin knows about), and make
+customer-specific modifications to the target profiles --
+e.g. overriding the titles of the targets.
+
+Most importantly, customers' administrators can add authentication
+credentials that the Service Proxy will use on their behalf when
+accessing subscription resources -- username/password pairs or proxies
+to use for IP-based authentication. Note that **it is then crucial to
+secure the library from use by unauthorised clients**, otherwise the
+customer's paid subscriptions will be exploited.
+
+Access to libraries is managed by creating one or more "User Access"
+records in MKAdmin, under the tab of that name. Each of these records
+provides a combination of credentials and other data that allow an
+incoming MKWS client to be identified as having legitimate access to
+the library. The authentication process, described below, works by
+searching for a matching User Access record.
+
+
+Authenticating your MWKS application onto the library
+-----------------------------------------------------
+
+Some MKWS applications will be content to use the default library with
+its selection of targets. Most, though, will want to define their own
+library providing a different range of available targets. An important
+case is that of applications that authenticate onto subscription
+resources by means of back-end site credentials stored in MKAdmin:
+precautions must be taken so that such library accounts do not allow
+unauthorised access.
+
+Setting up such a library is a process of several stages.
+
+### Create the User Access account
+
+Log in to MKAdmin to add a User Access account for your library:
+
+* Go to <http://mkx-admin.indexdata.com/console/>
+* Enter the adminstrative username/password
+* Go to the User Access tab
+* Create an end-user account
+* Depending on what authentication method it be used, set the
+ User Access account's username and password, or referring URL, or
+ IP-address range.
+
+If your MWKS application runs at a well-known, permanent address --
+<http://yourname.com/app.html>, say -- you can set the User Access
+record so that this originating URL is recognised by setting it into
+the "Referring URL" field. Then the application will always use that
+library that this User Access record is associated with (unless it
+sends a username/password pair to override this default).
+
+Or if your application's users are coming from a well-known range of
+IP-address space, you can enter the range in the "IP Ranges"
+field. The format of this field is as follows: it can contain any
+number of ranges, separated by commas; each range is either a single
+IP address or two addresses separated by a hyphen; each IP address is
+four small integers separated by periods. For example,
+`80.229.143.255-80.229.143.255, 5.57.0.0-5.57.255.255, 127.0.0.1`.
+
+Alternatively, your application can authenticate by username and
+password credentials. This is a useful approach in several situations,
+including when you need to specify the use of a different library from
+usual one. To arrange for this, set the username and password as a
+single string separated by a slash -- e.g. `mike/swordfish` -- into
+the User Access record's Authentication field.
+
+You can set multiple fields into a single User Access record; or
+create multiple User Access records. For example, a single User Access
+record can specify both a Referring URL and a username/password pair
+that can be used when running an application from a different URL. But
+if multiple Referring URLs are needed, then each must be specified in
+its own User Access record.
+
+### (Optional): embed credentials for access to the library
+
+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
+by providing the `sp_auth_credentials` configuration setting as a string
+containing the username and password separated by a slash:
+
+ mkws_config = { sp_auth_credentials: "mike/swordfish" };
+
+### (Optional): conceal credentials from HTML source
+
+Using credential-based authentication settings such as those above
+reveals the the credentials to public view -- to anyone who does View
+Source on the MKWS application. This may be acceptable for some
+libraries, but is intolerable for those which provide authenticated
+access to subscription resources.
+
+In these circumstances, a different approach is
+necessary. Referer-based or IP-based authentication may be
+appropriate. But if these are not possible, then a more elaborate
+approach can be used to hide the credentials in a web-server
+configuration that is not visible to users.
+
+The idea is to make a Service Proxy authentication URL local to the
+customer, hiding the credentials in a rewrite rule in the local
+web-server's configuration. Then local mechanisms can be used to limit
+access to that local authentication URL. Here is one way to do it when
+Apache2 is the application's web-server, which we will call
+yourname.com`:
+
+Step 1: add a rewriting authentication alias to the configuration:
+
+ RewriteEngine on
+ RewriteRule /spauth/ http://sp-mkws.indexdata.com/service-proxy/\
+ ?command=auth&action=check,login&username=U&password=PW [P]
+
+Step 2: set the MKWS configuration setting `service_proxy_auth` to
+`http://yourname.com/spauth/`.
+
+Step 3: protect access to the local path `http://yourname.com/spauth/`
+(e.g. using a `.htaccess` file).
+
+
+Choosing targets from the library
+---------------------------------
+
+MKWS applications can choose what subset of the library's targets to
+use, by means of several alternative settings on individual widgets or
+in the `mkws_config` structure:
+
+* `targets` -- contains a Pazpar2 targets string, typically of the form
+ "pz:id=" or "pz:id~" followed by a pipe-separated list of low-level
+ target IDs.
+ At present, these IDs can take one of two forms, depending on the
+ configuration of the Service Proxy being used: they may be based on
+ ZURLs (so a typical value would be something like
+ `pz:id=josiah.brown.edu:210/innopac|lui.indexdata.com:8080/solr4/select?fq=database:4902`)
+ or they may be UDBs (so a typical value would be something like
+ `pz:id=brown|artstor`)
+
+* `targetfilter` -- contains a CQL query which is used to find relevant
+ targets from the relvant library. For example,
+ `udb==Google_Images`
+ or
+ `categories=news`
+
+* `target` -- contains a single UDB, that of the sole target to be
+ used. For example,
+ `Google_Images`.
+ This is merely syntactic sugar for "targetfilter" with the query
+ `udb==NAME`
+
+For example, a `Records` widget can be limited to searching only in
+targets that have been categorised as news sources by providing an
+attribute as follows:
+
+ <div class="mkws-records" targetfilter='categories=news'/>
+
+
+Reference guide
+===============
+
+Widgets
+-------
+
+The following widgets are provided in the core set. (Others can be
+added: see the [MKWS developers' guide](mkws-developer.html).)
+
+----
+Name Description
+---- -----------
+`auth-name` Initially empty, it updates itself to shows the name
+ of the library that the application is logged in as
+ when authentication is complete.
+
+`builder` A button which, when pressed, analyses the current
+ settings of the team that it is a part of, and
+ generates the HTML for an auto-searching element
+ that will replicate the present search. This HTML is
+ displayed in an alert box: it is intended that this
+ widget be subclassed to store the generated widget
+ definitions in more useful places.
+
+`button` The search button. Usually generated a `search`
+ widget.
+
+`categories` Obtains from the Service Proxy a list of the target
+ categories associated with the library in use, and
+ displays them in a drop-down list. When a category
+ is selected, searches are limited to the targets
+ that are part of that category.
+
+`config` This widget has no functionality of its own, but its
+ configuration is copied up into its team, allowing
+ it to affect other widgets in the team. This is the
+ only way to set configuration settings at the team
+ level.
+
+`console-builder` Like the `builder` widget, but emits the generated
+ HTML on the JavaScript console. This exists to
+ provide an example of how to subclass the `builder`
+ widget.
+
+`cover-art` Displays cover art for a book by searching in
+ Amazon. Often used with an `autosearch` attribute to
+ indicate what book to display. For example,
+ `<div class="mkws-cover-art" autosearch="isbn=1291177124"></div>`
+ displays cover art for _All Yesterdays: Unique and
+ Speculative Views of Dinosaurs and Other Prehistoric
+ Animals_.
+ For this widget to work, a library that includes the
+ AmazonBooks target must be used. For example, the
+ "DEMO AmazonBooks for MKWS" account, which can be
+ selected with `sp_auth_credentials="mkws-amazon/mkws"`.
+
+`details` This widget is generated by the toolkit itself to
+ hold the full details of records that are initially
+ listed in summary form.
+
+`done` Initially empty, this widget is set to display
+ "Search complete: found _n_ records" when all
+ targets have completed their work, either returning
+ a hit-count or an error. The message displayed can
+ be changed by overriding the `done` template using
+ `<script class="mkws-template-done" type="text/x-handlebars-template">`.
+
+`facet` A facet that displays the frequency with which a set
+ of terms occur within a specific field. The specific
+ field whose contents are analysed must be specified
+ by the widget's `facet` configuration setting, which
+ may conveniently be done by means of the
+ `data-mkws-facet` attribute on the HTML
+ element. The supported facets are "subject",
+ "author" and "xtargets" -- the latter a special case
+ which treats the target providing a record as a
+ facet. Most often, `facet` widgets are generated
+ by a `facets` widget, which knows which facets are
+ required, but they can also be placed individually.
+
+`facets` An area that contains a "Facets" heading and several
+ `facet` widgets. The set of facet widgets generated
+ is specified by the `facets` configuration setting,
+ which may be set globally or at the level of the
+ widget or the team. The value of this configuration
+ setting is an array of zero or more strings, each
+ naming a facet.
+
+`google-image` A specialisation of the `images` widget which
+ defaults to the `Google_Images` target.
+
+`images` A specialisation of the `records` widget which
+ defaults to the `images` template. Unlike the default
+ summary template, this displays an image from the
+ URL specified by the `md-thumburl` field of each
+ record.
+
+`lang` Provides a selection between the supported set of
+ languages (which defaults to English, German and
+ Danish, but can be configured by the `lang`
+ configuration setting, whose value is an array of
+ two-letter language codes).
+
+`log` Initially empty, this widget accumulates a log of
+ messages generated by the widget set, similar to
+ those emitted on the JavaScript console.
+
+`lolcat` A specialisation of the `google-image` widget which
+ defaults to the search-term "kitteh" and
+ auto-executes.
+
+`motd-container` An empty container which the `motd` widget, if any,
+ is moved into for initial display. Usually generated
+ as part of the `results` widget.
+
+`motd` May be provided, containing content to appear in the
+ area where records will later appear. It is moved
+ into this area (the `motd-container` widget) and
+ initially displayed; then hidden when the first
+ search is run. It can be used to provide a "message
+ of the day".
+
+`navi` Shows a list of the facets that have been selected,
+ and allows them to be deselected.
+
+`pager` Shows a list of the available pages of results, and
+ allows the user to navigate to a selected page.
+
+`per-page` Provides a dropdown allowing the user to choose how
+ many records should appear on each page. The
+ available set of page-sizes can be specified as the
+ `perpage_options` configuration setting, whose value is
+ an array of integers. The initial selected value can
+ be specified by the `perpage_default` configuration setting.
+
+`progress` Shows a progress bar which indicates how many of the
+ targets have responded to the search.
+
+`query` The input area for a query. Usually generated a `search`
+ widget.
+
+`ranking` The result-ranking area, consisting of a `sort`
+ widget and a `per-page` widget. These may instead
+ be specified separately if preferred.
+
+`record` A detailed display of a single record, usually
+ appearing when the user clicks on a summary
+ record. This is generated by the `records` widget.
+
+`records` The area in which summary records appear. (Clicking
+ on a summary record make it pop up as a detailed
+ record.)
+
+`reference` A short summary about a subject specified by the
+ `autosearch` configuration setting. This is created by
+ drawing a picture and a paragraph of text from
+ Wikipedia. To work correctly, this widget must be
+ used in a library that provides the
+ `wikimedia_wikipedia_single_result` target.
+
+`results` A large compound widget used to provide the most
+ important results-oriented widgets in a pre-packaged
+ framework: `facets`, `ranking`, `pager`, `navi` and
+ `records`.
+
+`search-form` The search form, containing the query area and the
+ button. Usually generated a `search` widget.
+
+`search` The search box, consisting of a form containing a
+ query area and a button.
+
+`sort` Provides a dropdown allowing the user to choose how
+ the displayed records should be sorted. The
+ available set of sort criteria can be specified as the
+ `sort_options` configuration setting, whose value is
+ an array of two-element arrays. The first item of
+ each sub-array is a pazpar2 sort-expression such as
+ `data:0` and the second is a human-readable label
+ such as `newest`. The initial selected
+ value can be specified by the `sort_default` configuration
+ setting.