june 13-15, 2011 lancaster, pennsylvania ibistro/ilink/e-library customizations lori nyce lebanon...

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

iBistro/iLink/e-Library Customizations

Lori Nyce

Lebanon Valley College

SirsiDynix Symphony

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

What will be covered today:

Public catalog customizations in Workflows

Creating custom searches, URL links, Groups

Public catalog customizations on the Catalog Server

Types of files: environment files, delivered & custom pages, images and CSS

Moving from RevC to RevD page set

Environment variables: radio search buttons, permalinks/bookmarks, format icons

Custom images: format icons, library logo, URL Link

Custom pages: back button fix, hyperlinked library logo

Custom CSS: background colors and font changes

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Customizing the Public Catalog

Depending upon what you want to customize, you may be making changes to settings in Workflows or directly to files on the Catalog server.

Workflows – Configuration module – OPAC configuration – Gateway database (*changes require HIR*)

Catalog server – environment files, delivered & custom pages, images, CSS (*changes immediate – no HIR*)

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Workflows – Configuration – OPAC Configuration

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Gateway Database – Public Access Choices

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Create a Catalog Search: E-Books

Catalog Searches Box (Part 1)

Catalog Rootbar – create a relational alias (Part 2)

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Create a Catalog Search – Part 1

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Create a Catalog Search – Part 1

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Create a Catalog Search – Part 1

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Create a Catalog Search – Part 1

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Create a Catalog Search – Part 1

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Create a Rootbar (Relational) Alias – Part 2

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Create a Rootbar (Relational) Alias – Part 2

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Create a Rootbar (Relational) Alias – Part 2

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Create a Rootbar (Relational) Alias – Part 2

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

E-Book Search

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Movie Search

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Music Search

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Catalog Rootbar – Create a URL Link

Example: ILLIAD and Journal Finder URL links

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Catalog Rootbar – Create a URL Link

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Catalog Rootbar – Create a URL Link

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Catalog Rootbar – Create a URL Link

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Catalog Rootbar – Create a URL Link

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Catalog Rootbar – Create a Group

Example: E-Resources Group

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Catalog Rootbar – Create a Group

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Catalog Rootbar – Create a Group

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Catalog Rootbar – Create a Group

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Catalog Rootbar – Create a Group

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Catalog Rootbar – Create URLs Links for the Group

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Catalog Rootbar – Create URL links for the Group

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Catalog Rootbar – Create URL Links for the Group

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Catalog Server: Delivered Pages & Images

\Sirsi\Unicorn\Webcatcommon (do not edit these files)

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Catalog Server: Delivered Pages & Images

\Sirsi\Unicorn\Webcatcommon\Pages_deliv

\Sirsi\Unicorn\Webcatcommon\Images_deliv\English

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Catalog Server: Config, Custom Pages & Images

\Sirsi\Unicorn\Webcat

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Config: Environment files (system, ilink, ibistro, etc)

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Config: Types of Environment Files

ibistro.env, ilink.env - delivered files (global defaults) of environment variables (do not edit these files)

system.env – customized system-wide file of environment variables (overrides global defaults)

envn#.env – customized files of environment variables for individual user login environments (overrides global defaults and system.env)

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Why Switch from RevC to RevD Page Set?

E-library “look” with CSS stylesheets that can be customized

Some customizations or environment variables require RevD

RevC supported in maintenance mode or “as is” for 3.3.1+

RevD for 3.3.1+ brings new e-library features (Admin IU and LDAP authentication)

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Moving from RevC to RevD Page Set

Contact SirsiDynix if you need RevD installed

Recommended – use RevD test environment prior to changing from RevC to RevD

Check current RevC custom pages and images to see what customizations will need put in place on RevD

Go live with RevD by changing two variables in the system.env file

PAGES_SET|Elib_revD|

IMG_OTHER|MiscD|

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Environment Variables: Radio Search Buttons

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Environment Variables: Radio Search Buttons

Default settings in ibistro/ilink.env files

Customized settings in system.env file

0=DO NOT DISPLAY, 1=DISPLAY

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Environment Variables: Permalinks/Bookmarks (RevD only)

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Environment Customization: Permalinks/Bookmarks (RevD only)

Permalink & Bookmark Pop-ups

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Environment Variables: Permalinks/Bookmarks (RevD only)

Default settings in ibistro/ilink.env files

Customized settings in system.env file

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Environment Variables: Format Icons (Item Type)

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Environment Variables: Format Icons

Default settings in ibistro/ilink.env files

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Environment Variables: Format Icons

Custom settings in system.env file

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Creating Custom Images

Find path to delivered images in the Symphony files at \Sirsi\Unicorn\Webcatcommon\Images_deliv\English

Create same path and place custom images in Symphony files at \Sirsi\Unicorn\Webcat\Images_custom\English (must be .gif format)

Copy the custom images to the webroot files on the Catalog server at \Inetpub\wwwroot\WebCat_Images\English (IIS)

Images can be copied to the webroot files through the setup_ webcat script or manually

If you forget to mirror your custom images in the webroot files, the custom images will not show up in e-library

CSS images are located at the same path above, but in the “Dstyle” folder rather than the “English” folder

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Custom Images: Format Icons

Find path to delivered images at \Sirsi\Unicorn\Webcatcommon\Images_deliv\English\Special\Link

Create same path and place custom images at \Sirsi\Unicorn\Webcat\Images_custom\English\Special\Link

Copy custom images to webroot files with setup_webcat script or manually at \Inetpub\wwwroot\Webcat_images\English\Special\Link

Reference names of custom format icons in the system.env environment variables

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Custom Images: Library Logo

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Custom Images: Library Logo

Delivered image is called LIBLOGO.gif

Check system.env IMG_OTHER environment variable to find location of delivered images

IMG_OTHER|Miscib| (iBistro)

IMG_Other|Miscil| (iLink)

IMG_Other|MiscD| (e-library – RevD)

LIBLOGO delivered image at \Sirsi\Unicorn\Webcatcommon\Images_deliv\English\Other\MiscXX

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Custom Images: Library Logo

Create same path and place custom image at \Sirsi\Unicorn\Webcat\Images_custom\English\Other\MiscXX

Copy custom image to webroot files with setup_webcat script or manually at \Inetpub\wwwroot\Webcat_images\English\Other\MiscXX

Can name custom image LIBLOGO – will override delivered image

If using a different filename, you must add an environment variable to system.env

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Custom Images: URL Link Hit List

Item Record

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Custom Images: URL

Delivered image is called URL2.gif

Find path to delivered image at \Sirsi\Unicorn\Webcatcommon\Images_deliv\English\Special\Link

Create same path and place custom image at \Sirsi\Unicorn\Webcat\Images_custom\English\Special\Link

Name custom image same as delivered image – URL2.gif

Copy custom image to webroot files with setup_webcat script or manually at \Inetpub\wwwroot\Webcat_images\English\Special\Link

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Creating Custom Pages

Find path to delivered pages at \Sirsi\Unicorn\Webcatcommon\Pages_deliv\Elib_revD

Create same path and copy pages you want to customize to \Sirsi\Unicorn\Webcat\Pages_custom\Elib_revD

Make changes to custom pages – make sure you use comments so that you know when you changed what

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Custom Pages: Hyperlinked Library Logo

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Custom Pages: Hyperlinked Library Logo

Custom page: titlebar.h

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Custom Pages: Back Button Fix

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Custom Pages: Back Button Fix (SirsiDynix Wiki)

Custom page: html_head

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Custom Pages: Back Button Fix (SirsiDynix Wiki)

Custom page: html_head_tabbed.h

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Delivered & Custom CSS Files

Delivered & custom CSS files are located at \Sirsi\Unicorn\Webcat\Config\Css

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Types of CSS Files

Sirsidynix.css - common CSS across product lines (do not edit)

Elibrary.css – master CSS file (do not edit)

Custom.css – system-wide custom CSS file

Envn.css - environment-specific custom CSS file

To use an environment-specific custom CSS, create the file in \Sirsi\Unicorn\Webcat\Config\CSS and tie it to an specific local environment using a variable:

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

CSS Tools

Two examples of Firefox Add-ons:

Firebug (Web Development) – analyze html/CSS coding of web pages

http://getfirebug.com

ColorZilla – advanced eyedropper, color picker, palette viewer

http://www.colorzilla.com/firefox/

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Creating Custom CSS

Good Beginner Resource: “E-Library for SirsiDynix Symphony CSS: a Quick Primer” (Jeremy Newville – COSUGI 2010 presentation)

Use a web developer tool to analyze the catalog page and find the CSS division that you want to customize

Copy the default settings of that division from elibrary.css to the custom.css file

Make the changes that you want in the custom.css file

Copy the custom.css file to the webroot files through the setup_webcat script or manually at \Inetpub\wwwroot\Css\custom.css

Symphony 3.3.1+ has different procedures for creating custom CSS and uses themes

Examples that follow are using Symphony 3.3, iLink and the RevD page set

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Sample Custom.css

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Custom CSS: Background Color of Titlebar

.header_container

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Custom CSS: Background Color of Titlebar

.header_container – viewed through FireBug

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Custom CSS: Background Color of Titlebar

Default Titlebar combined background image and color

.header_container – elibrary.css (default css)

.header_container – custom.css (no background image, new background color

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Custom CSS: Background Color of Button Bar

.buttons_container (go back, help, logout, etc)

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Custom CSS: Background Color of Button Bar

.buttons_container – viewed through FireBug

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Custom CSS: Background Color of Button Bar

.buttons_container – elibrary.css (default css)

.buttons_container – custom.css (new background color)

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Custom CSS: Rootbar Font

.header_menu_container a (search, my account, etc)

Will customize the anchor tags (links) only in the rootbar (.header_menu_container )

If you customize anchor tags in general, it will affect all the tags, not just one division

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Custom CSS: Rootbar Font

.header_menu_container a – viewed through FireBug

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Custom CSS: Background Color of Button Bar

.header_menu_container a – elibrary.css (default css)

.header_menu_container a – custom.css (font bigger, bold)

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Custom CSS: Search Box Active (focus) Color

Input: focus, select: focus, textarea:focus

Changes color of search box when active (cursor in search box or clicking on drop-down search choices)

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Custom CSS: Search Box Active (focus) Color

Input: focus, select: focus, textarea:focus – viewed through Firebug

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Custom CSS: Search Box Active (Focus) Color

Input: focus, select: focus, textarea:focus – elibrary.css (default css)

Input: focus, select: focus, textarea:focus – custom.css (new background color and border)

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Delivered & Custom CSS Images

Delivered CSS images are located at \Sirsi\Unicorn\Webcatcommon\Images_deliv\Dstyle

Custom CSS images are located at \Sirsi\Unicorn\Webcat\Images_custom\Dstyle

Just like custom.css, custom CSS images must be copied to the webroot files with the setup_webcat script or manually at \Inetpub\wwwroot\Webcat_images\Dstyle

JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA

Questions?

Recommended Resources for Help

SirsiDynix iBistro/iLink/e-Library customization manuals

SirsiDynix Wiki , Logs and Customer Support

SirsiDynix Listservs/COSUGI Presentations

My Contact Information

Lori Nyce

Systems and Electronic Services Librarian

Lebanon Valley College

nyce@lvc.edu