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Custom Request Forms in WebCat for Enhanced Library Services

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27 diapositives · 412 Views · Dec 18, 2012

Custom request forms in WebCat are created and used for the Reading University Library. The document covers various types of request forms, including purchase and interlibrary loan requests, along with the necessary HTML code and configuration for custom pages. Detailed guidelines on setting up request types, entry IDs, and various format requirements ensure that libraries can customize their WebCat interface to meet specific needs while adhering to Unicorn policies.

#custom request forms #webcat library #unicorn policies #ill request forms #html formatting
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Custom Request Forms in WebCat for Enhanced Library Services
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  1. Using custom request forms in WebCat Ruth Salisbury, Systems Manager Reading University Library EUUG, Copenhagen, 5-7-September, 2001

  2. Contents • Purchase request forms (Reading) • ILL request forms (other Unicorn library) • Unicorn policies • HTML code for WebCat • WebCat pages

  3. Delivered form

  4. RUL Purchase Request form

  5. RUL Purchase Request form(2)

  6. Other library - Book ILL

  7. Other library - Article ILL

  8. Unicorn policies Unicorn requires all the usual policies to set up • Request type • Entry Ids (including Template, Full and Brief entry lists) • Request format - to include ALL the fields you want to display

  9. Request format/s • If you want to create several custom request pages, you will need a separate request format, with the appropriate entries for each page • Custom pages will be named ****.h and will be specified as Sirsi_Include files in 34.pg

  10. Request format policy HTML requires the entry numbers as they appear in this list

  11. Request policy entry numbers

  12. HTML code for WebCat • Use the View Source option in the browser to see how WebCat uses the format entries • Use this as a basis to create your custom page/s

  13. Standard WebCat screen

  14. View Source Note the entry numbers from the format policy

  15. WebCat pages • Custom pages live: ../Unicorn/Webcat/Pages_custom/Default • Relevant pages: • 34.pg • ****.h (this is the file specified in SIRSI_Include)

  16. ../Unicorn/Webcat/Pages_deliv/Default/34.pg

  17. ../Unicorn/Webcat/Pages_custom/Default/34.pg {Custom text

  18. SIRSI_Conditional expression <SIRSI_Conditional IF DC_COMP="KO^NEW TITLE PURCHASE"> <SIRSI_Include File="purchase.h"> <SIRSI_Conditional ELSE> • DC_COMP=“datacode^value” • KO - Request Type Description • Request Type Description (RUL) - NEW TITLE PURCHASE

  19. Request Type description

  20. ../Unicorn/Webcat/Pages_custom/Default/purchase.h Textarea defined

  21. ../Unicorn/Webcat/Pages_custom/Default/purchase.h(2) Field display label Size of field and default text

  22. nb all default data has to be hardcoded in the HTML. The defaults set up the the format policy do not come through if the page is customised • field labels can be any length ie not restricted to 10 characters

  23. ../Unicorn/Webcat/Pages_custom/Default/purchase.h(3) 3 entries displaying on a single line Size of field and default text

  24. ../Unicorn/Webcat/Pages_custom/Default/purchase.h(4) 3 entries displaying on a single line Size of field and default text Tickbox

  25. RUL Purchase Request form

  26. RUL Purchase Request form(2)

  27. Ruth Salisbury r.m.salisbury@reading.ac.uk