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UX ADMINISTRATION

Chapter 4. WORKING WITH PAGES AND WIDGETS

   

 

Showcase Carousel

The Showcase Carousel Component lets you add a “scrolling” carousel of book jackets for titles returned by a preconfigured “advanced” search. You can create a "search query" using the logical (Boolean) functions 'And', 'Or', and 'Not', with up to three keyword combinations, across multiple search headings. When a patron clicks an item in the carousel, the system displays the Full Record for the associated item.

NOTE: The Total Records Found field shows the total number of records that will be returned by your search. In cases where the search configured for the carousel returns more than 120 results, only the first 120 results returned are included in the carousel.

To add a new Showcase Carousel component:

  1. On the Page Settings screen for the desired page (see Creating and Editing Pages for more information) or the Widget Settings screen for the desired widget (see Working with Widgets for details), select Showcase Carousel from the Select Component menu for the desired page block.
    • The Showcase Carousel Component page displays.

Showcase Carousel Component Page

Showcase Carousel Component Page

  1. If desired, enter a title for the Showcase Carousel in the Title text box.

    NOTE: The Showcase Carousel Title is optional.

  2. If desired, use the Title Background Color color picker to select the desired background color for the Showcase Carousel Title (see Using the Color Picker for details).
  3. Use the Auto Play checkbox to enable or disable “auto play” functionality for the Showcase Carousel.

    NOTE: Auto play functionality is enabled by default.

    • A checkmark checkmark indicates “auto play” is enabled and the carousel will scroll automatically every few seconds, one title at a time.
    • An empty checkbox checkbox indicates “auto play” is disabled and the user must scroll the carousel manually using the mouse.
  4. Use the Advanced Search fields to enter the “search query” for the Showcase Carousel:

    NOTE: Abbreviated procedures for entering your search query are provided below. For detailed information on creating an Advanced Search query, refer to the RESEARCHit Search User Guide or VERSO Search User Guide, as appropriate.

    • Enter the keyword(s) (search term) for the first term of your “search query” in the first Search Term text box.
    • Select the desired matching option from the first drop-down menu; All of these words, Any of these words or This Exact Phrase.
    • Choose the index you wish to search from the second drop-down menu.

      NOTE: Available search indexes are determined by your library.

    • Select AND, OR or NOT from the third drop-down menu to set the logical function between the first search term text box and the second search term text box.

    NOTE: As you enter the search query, the Total Records Found field refreshes to show the number of titles the search will return from your library’s catalog.

  5. If desired, add a second and third term to your search query using the procedures described in step 5, above.
  6. If desired, use the Sort Order menu to set the sort order for search results:

    NOTE: The selected Sort Order is always applied to your library’s Union catalog(s) and is applied to reference databases that support sorting. If a reference database does not support the selected sort order, results are displayed according to the default sort order.

    • You may select to sort search results by Relevance, Title Ascending, Title Descending, Date Ascending, Date Descending, Author Ascending or Author Descending. The default sort order is Relevance.
    • When you perform a search of an AG database by Title, and select Relevance as the sort order, titles that are an exact match to your search term are shown at the beginning of the search results list.
  7. Scroll to the Resources section. If necessary, click the Expand Resources icon Expand Resources to expand the Resources section. Choose the Resources you wish to include in your search:

    NOTE: For additional information on resource selection, see the RESEARCHit Search User Guide or VERSO Search User Guide, as appropriate.

    • Use the Resources checkboxes to select the database(s) you wish to search.
      • A checkmark checkmark indicates the associated database is selected (will be included in the search).
      • An empty checkbox checkbox indicates the associated database is not selected (will not be included in the search).
      • A solid checkbox solid checkbox for a source heading indicates that more than one but fewer than all individual resources under the heading have been selected.
      • Clicking a checkbox repeatedly will toggle it on and off.
    • To select an individual database, select the checkbox checkbox for the desired database.
    • To select all resources within a source heading, select the checkbox checkbox for the desired source heading. The checkboxes for all resources under the source heading are selected automatically.
  8. If desired, use the Search Qualifiers options to narrow the scope of your search.

    NOTE: For information on applying Search Qualifiers, see the RESEARCHit Search User Guide or VERSO Search User Guide, as appropriate. Search Qualifiers are applied to your library’s Union catalog and Z39.50 databases only. Search Qualifiers do not affect any other selected database.

  9. If desired, click the More Options link to configure additional design elements for the Showcase Carousel component.
    • Use the Font Color color picker to select the desired font color for the Showcase Carousel Title (see Using the Color Picker for details).
    • Use the Background Color color picker to select the desired background color for the Showcase Carousel (see Using the Color Picker for details).
    • Use the Flush in template checkbox to indicate whether or not the page block should be flush with adjacent blocks on the page.
      • A checkmark checkmark indicates the page block will be flush with adjacent page block.
      • An empty checkbox checkbox indicates the page block will not be flush with other page blocks.
      • Clicking the text box repeatedly will toggle it on and off.
  10. When all desired information for the component has been entered, click the Submit Showcase button to save the component. (Click the X button to cancel your work and discard the new component.)
    • The Showcase Carousel Component page closes, the system returns to the Page Settings screen or Widget Settings screen, as appropriate, and the completed Showcase Carousel component displays.

      NOTE: In cases where no results are returned by the specified search, the Submit Showcase button is disabled, and the Showcase Carousel cannot be saved. Modify the search parameters for the Showcase Carousel to retrieve the desired results.

  11. When adding the component to a page:
    • Click the Save Page Settings button to save the page settings. (Click the X button on the Page Settings screen to close the page without saving your changes.)
      • The message “Template saved” shows briefly at the top of the screen.
    • The Page Settings screen closes, and the system returns to the “Home” page.
  12. When adding the component to a widget:
    • Click the Save Widget Settings button to save the widget settings. (Click the X button on the Widget Settings screen to close the screen without saving your changes.)
      • The message “Template saved” shows briefly at the top of the screen.
    • Click the X button on the Widget Settings screen to close the screen.

To edit an existing Showcase Carousel component:

  1. On the Page Settings screen for the desired page (see Creating and Editing Pages for more information) or the Widget Settings screen for the desired widget (see Working with Widgets for details), mouse over the Showcase Carousel component you wish to edit, then click the Edit Component link.
    • The Showcase Carousel Component page displays. The page is pre-filled with the current values for the component.

Showcase Carousel Component Page

Showcase Carousel Component Page

  1. Edit the component Title, Title Background Color, Auto Play setting, Advanced Search settings, Sort Order, Resources selections and/or Search Qualifiers, as desired.
  2. If applicable, expand the More Options field to edit the Font Color, Background Color and/or Flush in template values, as desired.
  3. When all desired information for the component has been edited, click the Submit Showcase button to save the component. (Click the X button to cancel your work and discard your changes.)
    • The Showcase Carousel Component page closes, the system returns to the Page Settings screen or Widget Settings screen, as appropriate, and the revised Showcase Carousel component displays.

      NOTE: In cases where no results are returned by the specified search, the Submit Showcase button is disabled, and the Showcase Carousel cannot be saved. Modify the search parameters for the Showcase Carousel to retrieve the desired results.

  4. When editing the component on a page:
    • Click the Save Page Settings button to save the page settings. (Click the X button on the Page Settings screen to close the page without saving your changes.)
      • The message “Template saved” shows briefly at the top of the screen.
    • The Page Settings screen closes, and the system returns to the “Home” page.
  5. When editing the component in a widget:
    • Click the Save Widget Settings button to save the widget settings. (Click the X button on the Widget Settings screen to close the screen without saving your changes.)
      • The message “Template saved” shows briefly at the top of the screen.
    • Click the X button on the Widget Settings screen to close the screen.