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Customizing RUL in Unicorn: Tips and Tricks from Ruth Salisbury at EUUG 2023

This session, presented by Ruth Salisbury, Systems Manager at the University of Reading, focuses on the customizations available for RUL within the Unicorn system. It is not a "how-to" session; rather, it discusses a range of features such as the login page, frames, icons, system variables, and HTML changes. Attendees will learn about customizing directory structures, label modifications, and managing behavior settings through environment variables. This session aims to provide insights and share effective strategies for enhancing the user experience.

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Customizing RUL in Unicorn: Tips and Tricks from Ruth Salisbury at EUUG 2023

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Presentation Transcript

  1. Customising WebCat a look at some RUL customisations Ruth Salisbury Systems Manager, University of Reading EUUG 14-15 September, Madrid

  2. Introduction • Not a “how to” session • Does not include OPAC Manager • UNIX site • Unicorn version 99.4.2 • Range of RUL customisations • Tips and tricks EUUG 14-15 September, Madrid

  3. Session includes • Login page • Frames • Icons • System variables • Other HTML changes EUUG 14-15 September, Madrid

  4. Login page • RUL has 3 sites • Login determines • behaviour of holds • item display order • RUL requires 3 site logins + Guest EUUG 14-15 September, Madrid

  5. EUUG 14-15 September, Madrid

  6. ../Unicorn/Webcat/Pages_custom/Default/48.pg ... <TR> <TD ALIGN=RIGHT VALIGN=TOP><FONT SIZE=4>Main Library users -</FONT></TD> <TD ALIGN=LEFT VALIGN=CENTER> <FORM METHOD=POST ACTION="<SIRSI_Data Session="WEBCAT_URL">/0/57/<SIRSI_Data DC="Ge">"> <INPUT TYPE=hidden NAME="user_id" value="maiweb"> <FONT SIZE=5> <INPUT TYPE=submit VALUE="Main" </FONT> </FORM> </TD> </TR> ... EUUG 14-15 September, Madrid

  7. Frames • Use Toolbar Frame • Switch on in system.env (../Unicorn/Webcat/Config) • Edit webfeatures file • Need to update webfeatures file with new versions of browser software • Main problem with Macs EUUG 14-15 September, Madrid

  8. EUUG 14-15 September, Madrid

  9. EUUG 14-15 September, Madrid

  10. ../Unicorn/Webcat/Config/webfeatures Original FRAMES line reads:- FRAMES|SUPPORTS|Mozilla/4.0 (compatible; MSIE These lines added EUUG 14-15 September, Madrid

  11. Icons • Copy from elsewhere - use right click on mouse and “Save image as” option • Access Tab icons require 2 images for “active” and “non-active” modes • Make your own • Paint Shop Pro (trial shareware version available) • Use font Comic Sans MS • Resize option under Image menu EUUG 14-15 September, Madrid

  12. EUUG 14-15 September, Madrid

  13. EUUG 14-15 September, Madrid

  14. Saving icons • NEVER amend delivered files • Save in ../Unicorn/Webcat/Images_custom/English/… • directory structure mirrors ../Unicorn/Webcat/Images_deliv/English/… • Need to create the custom directory structure (mkdir command in UNIX) • Copy to Webserver directory • need to create custom directory structure here also EUUG 14-15 September, Madrid

  15. system.env variables • sirsi.env is delivered file • ALL changes should be made in system.env • covers all sorts eg • switches for functions or behaviour ie Y or N (0 or 1) • display labels/text • which icons display • default search sort option • etc EUUG 14-15 September, Madrid

  16. RUL system.env examples SESSION_TIMEOUT|3600| USEVIEWDUEDATE|1| CHECKEDOUTLOCN|ON-LOAN| USE_HOLD_PICKUP_LIBR|0| DSPRSVCIRCRULE|1| VIEWFORDETTEXT|(DISPLAY for detail)| USERSVBOOKING|0| ALLOWRESERVEHOLDS|0| TOC_FRAME|0| TOOLBAR_FRAME|1| SEARCH_SORT_BY|-PBYR| NONETEXTUPPER|| IMG_BUTTONS|Blue_oval_fade RB_IMG_LIB_CATALOG|CRBLIBCAT| IMG_ACCSTAB|Yellow_solid EUUG 14-15 September, Madrid

  17. Effect of NONETEXTUPPER|| Effect of NONETEXTUPPER|| EUUG 14-15 September, Madrid

  18. Hold variables Hold variables EUUG 14-15 September, Madrid

  19. ../Unicorn/Webcat/Config/system.env EUUG 14-15 September, Madrid

  20. Labels • NEVER edit the delivered file • Copy changes into ../Unicorn/Language/Custom/English/labels • This is new - U99 EUUG 14-15 September, Madrid

  21. EUUG 14-15 September, Madrid

  22. ../Unicorn/Webcat/Config/sirsi.env EUUG 14-15 September, Madrid

  23. ../Unicorn/Language/Deliv/English/labels EUUG 14-15 September, Madrid

  24. ../Unicorn/Language/Custom/English/labels EUUG 14-15 September, Madrid

  25. EUUG 14-15 September, Madrid

  26. Changes to HTML • Unicorn directory structure supports HTML changes • NEVER amend delivered files • ALWAYS copy files to be changed to ../Unicorn/Webcat/Pages_custom/Default EUUG 14-15 September, Madrid

  27. Changes to HTML warning! • Custom pages are protected through upgrades • BUT delivered pages change so be prepared to recreate custom pages with each upgrade EUUG 14-15 September, Madrid

  28. And finally… • url : www.unicorn.reading.ac.uk • email : r.m.salisbury@reading.ac.uk EUUG 14-15 September, Madrid

  29. Holds • RUL system requires • User ID • PIN • Item ID • Other fields deleted EUUG 14-15 September, Madrid

  30. EUUG 14-15 September, Madrid

  31. EUUG 14-15 September, Madrid

  32. Holds variables • PIN • Pickup Library • both of these are controlled as variables in sirsi.env/system.env EUUG 14-15 September, Madrid

  33. Other custom screens • Brief display list (4.pg) • to remove call no from display • Full title display (5.pg) • to remove call no and brief title from display • Display of copies (dspholdings.h) • to include both material type AND holds in display EUUG 14-15 September, Madrid

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  40. Adding a “Help” button • View page source to get HTML page no eg 34.pg • If working with Toolbar frame switch this off first using “Prefs” option • Edit corresponding buttons file eg buttons34.h EUUG 14-15 September, Madrid

  41. EUUG 14-15 September, Madrid

  42. EUUG 14-15 September, Madrid

  43. Unicorn/Webcat/Pages_custom/Default/ buttons34.h EUUG 14-15 September, Madrid

  44. Conclusion • Where possible use OPAC Manager • Look for a variable • Change HTML as last resort • Be aware of changes to WebCat • Be prepared to recreate HTML files at upgrade time EUUG 14-15 September, Madrid

  45. Best advice • Do the Customising WebCat course! EUUG 14-15 September, Madrid

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