customizing feedback for askref in sfx - eluna 2006

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Customizing Feedback Forms For Multiple Locations [email protected] ELU-NA 2006 Knoxville, TN

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Library has more than one location for askref feedback. A very small number of tweaks can be input so that the feedback can go to the appropriate reference desk.

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Page 1: Customizing Feedback for askref in SFX - ELUNA 2006

Customizing Feedback Forms For Multiple Locations

[email protected] 2006

Knoxville, TN

Page 2: Customizing Feedback for askref in SFX - ELUNA 2006

The Problem

• We are not Consortia

• SFX Admin is Centralized

• Independent Administration = Different Brands + Different Reference Desks (Email Addresses)

• The Target Configuration Document clarifies that customization is not supported

Page 3: Customizing Feedback for askref in SFX - ELUNA 2006

The Solution

• Use the Built-in Institute Feature

• Customize the Target Parser

• Customize the cgi script

• Customize the Feedback Templates

Page 4: Customizing Feedback for askref in SFX - ELUNA 2006

The Disclaimers

• UNIX level permissions

• Familiarity with HTML

• Familiarity with CGI

• Added complexity for Monthly Updates and Version Upgrades

• Mileage May Vary

Page 5: Customizing Feedback for askref in SFX - ELUNA 2006

5 Easy Steps

1. Edit the institute feature

2. Edit the FEEDBACK.pm target parser

3. Edit the feedback.cgi script

4. Edit the feedback web templates

5. Add user parameters specific to each Institute

Page 6: Customizing Feedback for askref in SFX - ELUNA 2006

Institute Feature

Protecting the Innocent

Page 7: Customizing Feedback for askref in SFX - ELUNA 2006

Target Parser

• Add this line to FEEDBACK.pm:$qry{inst}    = $ctx_obj->get('@req.institutes');

Page 8: Customizing Feedback for askref in SFX - ELUNA 2006

FEEBACK cgi$msg .= "\n\n** Username **\n" . $p->param('username');$msg .= "\n\n** Useremail **\n" . $p->param('useremail');$msg .= "\n\n** Phone Number **\n" . $p->param('Phone_Number') if $p->param('Phone_Number');$msg .= "\n\n** User Affiliation **\n" . $p->param('Duke_Affiliation') if $p->param('Duke_Affiliation');$msg .= "\n\n** Location **\n" . $p->param('Location') if $p->param('Location');$msg .= "\n\n** Department **\n" . $p->param('Dept') if $p->param('Dept');

Page 9: Customizing Feedback for askref in SFX - ELUNA 2006

Feedback Templates

<hr><input type="RADIO" name="Duke_Affiliation" value="Faculty/Staff"

checked><b> Duke faculty or staff </b><br><input type="RADIO" name="Duke_Affiliation" value="Student"> <b> Duke student </b><br><input type="RADIO" name="Duke_Affiliation" value="Alumnus">

<b> Duke alumnus </b><br><input type="RADIO" name="Duke_Affiliation" value="None"> <b> Not affiliated with Duke </b><br>

Page 10: Customizing Feedback for askref in SFX - ELUNA 2006

User Parameters

Page 11: Customizing Feedback for askref in SFX - ELUNA 2006

Target Parser

Page 12: Customizing Feedback for askref in SFX - ELUNA 2006
Page 13: Customizing Feedback for askref in SFX - ELUNA 2006

More Detail

• http://www.duke.edu/~jrl/sfx.htm

[email protected] ELU-NA 2006