june 13-15, 2011 lancaster, pennsylvania ibistro/ilink/e-library customizations lori nyce lebanon...
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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*)
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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
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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
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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
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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
JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA
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
JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA
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
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Custom CSS: Background Color of Button Bar
.buttons_container (go back, help, logout, etc)
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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)
JUNE 13-15, 2011 LANCASTER, PENNSYLVANIA
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