1. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA iBistro/iLink/e-Library Customizations Lori Nyce Lebanon Valley College SirsiDynix Symphony

2. 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

3. 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*)

4. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Workflows – Configuration – OPAC Configuration

5. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Gateway Database – Public Access Choices

6. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Create a Catalog Search: E-Books Catalog Searches Box (Part 1) Catalog Rootbar – create a relational alias (Part 2)

7. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Create a Catalog Search – Part 1

8. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Create a Catalog Search – Part 1

9. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Create a Catalog Search – Part 1

10. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Create a Catalog Search – Part 1

11. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Create a Catalog Search – Part 1

12. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Create a Rootbar (Relational) Alias – Part 2

13. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Create a Rootbar (Relational) Alias – Part 2

14. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Create a Rootbar (Relational) Alias – Part 2

15. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Create a Rootbar (Relational) Alias – Part 2

16. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA E-Book Search

17. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Movie Search

18. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Music Search

19. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Catalog Rootbar – Create a URL Link Example: ILLIAD and Journal Finder URL links

20. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Catalog Rootbar – Create a URL Link

21. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Catalog Rootbar – Create a URL Link

22. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Catalog Rootbar – Create a URL Link

23. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Catalog Rootbar – Create a URL Link

24. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Catalog Rootbar – Create a Group Example: E-Resources Group

25. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Catalog Rootbar – Create a Group

26. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Catalog Rootbar – Create a Group

27. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Catalog Rootbar – Create a Group

28. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Catalog Rootbar – Create a Group

29. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Catalog Rootbar – Create URLs Links for the Group

30. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Catalog Rootbar – Create URL links for the Group

31. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Catalog Rootbar – Create URL Links for the Group

32. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Catalog Server: Delivered Pages & Images \Sirsi\Unicorn\Webcatcommon (do not edit these files)

33. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Catalog Server: Delivered Pages & Images \Sirsi\Unicorn\Webcatcommon\Pages_deliv \Sirsi\Unicorn\Webcatcommon\Images_deliv\English

34. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Catalog Server: Config, Custom Pages & Images \Sirsi\Unicorn\Webcat

35. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Config: Environment files (system, ilink, ibistro, etc)

36. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA 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. 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)

38. 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|

39. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Environment Variables: Radio Search Buttons

40. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA 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. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Environment Variables: Permalinks/Bookmarks (RevD only)

42. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Environment Customization: Permalinks/Bookmarks (RevD only) Permalink & Bookmark Pop-ups

43. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Environment Variables: Permalinks/Bookmarks (RevD only) Default settings in ibistro/ilink.env files Customized settings in system.env file

44. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Environment Variables: Format Icons (Item Type)

45. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Environment Variables: Format Icons Default settings in ibistro/ilink.env files

46. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Environment Variables: Format Icons Custom settings in system.env file

47. 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

48. 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

49. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Custom Images: Library Logo

50. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA 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

51. 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

52. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Custom Images: URL Link Hit List Item Record

53. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA 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

54. 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

55. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Custom Pages: Hyperlinked Library Logo

56. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Custom Pages: Hyperlinked Library Logo Custom page: titlebar.h

57. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Custom Pages: Back Button Fix

58. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Custom Pages: Back Button Fix (SirsiDynix Wiki) Custom page: html_head

59. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Custom Pages: Back Button Fix (SirsiDynix Wiki) Custom page: html_head_tabbed.h

60. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Delivered & Custom CSS Files Delivered & custom CSS files are located at \Sirsi\Unicorn\Webcat\Config\Css

61. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA 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:

62. 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/

63. 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

64. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Sample Custom.css

65. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Custom CSS: Background Color of Titlebar.header_container

66. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Custom CSS: Background Color of Titlebar.header_container – viewed through FireBug

67. 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

68. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Custom CSS: Background Color of Button Bar.buttons_container (go back, help, logout, etc)

69. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Custom CSS: Background Color of Button Bar.buttons_container – viewed through FireBug

70. 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)

71. 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

72. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Custom CSS: Rootbar Font.header_menu_container a – viewed through FireBug

73. 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)

74. 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)

75. JUNE 13-15, 2011  LANCASTER, PENNSYLVANIA Custom CSS: Search Box Active (focus) Color Input: focus, select: focus, textarea:focus – viewed through Firebug

76. 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)

77. 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

78. 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 nyce@lvc.edu