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iBistro/iLink/e-Library Customizations

iBistro/iLink/e-Library Customizations

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iBistro/iLink/e-Library Customizations

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  1. iBistro/iLink/e-Library Customizations Lori Nyce Lebanon Valley College SirsiDynix Symphony

  2. 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

  3. 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*)

  4. Workflows – Configuration – OPAC Configuration

  5. Gateway Database – Public Access Choices

  6. Create a Catalog Search: E-Books • Catalog Searches Box (Part 1) • Catalog Rootbar – create a relational alias (Part 2)

  7. Create a Catalog Search – Part 1

  8. Create a Catalog Search – Part 1

  9. Create a Catalog Search – Part 1

  10. Create a Catalog Search – Part 1

  11. Create a Catalog Search – Part 1

  12. Create a Rootbar (Relational) Alias – Part 2

  13. Create a Rootbar (Relational) Alias – Part 2

  14. Create a Rootbar (Relational) Alias – Part 2

  15. Create a Rootbar (Relational) Alias – Part 2

  16. E-Book Search

  17. Movie Search

  18. Music Search

  19. Catalog Rootbar – Create a URL Link • Example: ILLIAD and Journal Finder URL links

  20. Catalog Rootbar – Create a URL Link

  21. Catalog Rootbar – Create a URL Link

  22. Catalog Rootbar – Create a URL Link

  23. Catalog Rootbar – Create a URL Link

  24. Catalog Rootbar – Create a Group • Example: E-Resources Group

  25. Catalog Rootbar – Create a Group

  26. Catalog Rootbar – Create a Group

  27. Catalog Rootbar – Create a Group

  28. Catalog Rootbar – Create a Group

  29. Catalog Rootbar – Create URLs Links for the Group

  30. Catalog Rootbar – Create URL links for the Group

  31. Catalog Rootbar – Create URL Links for the Group

  32. Catalog Server: Delivered Pages & Images \Sirsi\Unicorn\Webcatcommon (do not edit these files)

  33. Catalog Server: Delivered Pages & Images \Sirsi\Unicorn\Webcatcommon\Pages_deliv \Sirsi\Unicorn\Webcatcommon\Images_deliv\English

  34. Catalog Server: Config, Custom Pages & Images \Sirsi\Unicorn\Webcat

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

  36. 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)

  37. 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)

  38. 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|

  39. Environment Variables: Radio Search Buttons

  40. Environment Variables: Radio Search Buttons • Default settings in ibistro/ilink.env files • Customized settings in system.env file • 0=DO NOT DISPLAY, 1=DISPLAY

  41. Environment Variables: Permalinks/Bookmarks (RevD only)

  42. Environment Customization: Permalinks/Bookmarks (RevD only) • Permalink & Bookmark Pop-ups

  43. Environment Variables: Permalinks/Bookmarks (RevD only) • Default settings in ibistro/ilink.env files • Customized settings in system.env file

  44. Environment Variables: Format Icons (Item Type)

  45. Environment Variables: Format Icons • Default settings in ibistro/ilink.env files

  46. Environment Variables: Format Icons • Custom settings in system.env file

  47. 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 webrootfiles, 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

  48. 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

  49. Custom Images: Library Logo

  50. 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