LibGuides: Current Practices Advanced Techniques for Offering Dynamic Content Antonio DeRosa, Reference Librarian Memorial Sloan Kettering Cancer Center Library Edited by Davis Erin Anderson, Community Engagement Manager Metropolitan New York Library Council Table of Contents I. Getting Started 3 II. Your Sandbox 4 III. The Boxes 5 IV. Additional Page Features 6 V. Color Scheme 8 VI. Images 9 VII. Related Resources 10 VIII. Next Steps: Practice Exercises 11 A. PDF images and documents in table format 11 B. Embed a presentation from SlideShare.net using resource-generated code 14 C. Create a link and include a PDF icon and whole document for download 16 D. Add special effects to RICH TEXT boxes by hand-coding commands 18 E. Insert an RSS feed using the RSS Feed multimedia box 19 F. Embed search/media widgets manually in a RICH TEXT box 20 G. Insert an image in a RICH TEXT box and add a link to download/print the document 21 H. Create a tabbed box within a RICH TEXT box 22 2 LibGuides: Current Practices I. Getting Started LibGuides should be customized to reflect a dynamic web environment. Static pages are a thing of the past, and LibGuides lend themselves nicely to an enhanced web environment for our client’s ease of use and access to our resources. A little bit of coding knowledge goes a long way in the LibGuide world. Here are some web sources to help with coding techniques: http://www.w3schools.com/ - Contains online modules and tutorials for web development. Covers the beginner level through the most expert of web designers. https://www.coursera.org/ - A directory of no-fee courses and educational sessions including Massive Open Online Courses (MOOCs). There are courses on web design, computer science, coding, etc. Be sure to look into Computer Science: Theory and Information, Tech & Design. http://www.quackit.com/ - Teaches beginners how to create websites. Starts off slowly with easier modules and gradually progresses to more advanced HTML and CSS techniques. http://guidefaq.com/browse.php - The LibGuide Community allows you to browse LibGuides created by users of the software for inspiration, ask questions, and request permission to re-use or re-purpose a page or guide. 3 LibGuides: Current Practices http://help.springshare.com/training - The Springshare training calendar displays upcoming online training available to the Springshare community. Registration is required. II. Your Sandbox A sandbox is the workspace you can use for any unpublished work you do in LibGuides. It is a space for testing out new boxes, playing around with different code, or simply getting a feel for what LibGuides are and what they can do. Playing in a sandbox is a great way to familiarize oneself with LibGuides. Be sure to create a sandbox of your own immediately upon logging into the system. The exercises laid out later in this document will take place in the sandbox, so it’s important to create a blank LibGuide in your account and label it “Sandbox” or “My Sandbox.” You can leave it unpublished while you learn. 4 LibGuides: Current Practices III. The Boxes There are many different content types to utilize when building a LibGuide. To add a new section to your site, look to “add a new box.” Each type of box has instructions on how to use them properly, including advice on when each should be used. Here is a list of some of the more popular boxes that you will use in LibGuides. Note: this list is by no means comprehensive; it is only a sampling of some of the more heavily used content boxes on our LibGuides. Users should feel free to explore the wide range of box types offered within LibGuides. Rich Text – These are the most versatile box type, for any type of formatted text, HTML, JavaScript code, or embedded widgets. Contains both a rich-text editor and plain-text editor for manual code writing processes if desired. Learn more about what a Rich Text box can do. Links & Lists - Enables you to create lists of web links and non-web link items (regular lists, without a URL). Each item can have a short description (255 characters) which appears underneath the item, and an optional More Info button which the user can click to get more information. The benefit of this 5 LibGuides: Current Practices box is the ability to track statistics on link clicks. Learn more about Links & Lists boxes. RSS Feeds & Podcasts - Displays the contents of a RSS feed or podcast inside a box. You'll enter the feed (must be in rss/xml/atom format) and the number of items/headlines to display. Learn more about RSS Feeds & Podcasts. Embedded Media & Widgets – Displays audio, video, or any widget inside the box. You will be prompted to enter the full OBJECT, EMBED, or SCRIPT code provided by the site hosting the content (e.g. YouTube, Vimeo, Jing, etc.). Learn more about Embedded Media & Widgets. Documents & Files - Upload documents and other files for your users. It's a quick way to distribute links to download files, but it doesn't display the information in the file. Learn more about Documents & Files boxes. IV. Additional Page Features Aside from putting content onto a page with boxes in LibGuides, creators can organize their pages to their liking. Keeping in mind good web design (see pages 5 and 6) and the needs of end user, the features below can help with easily moving content and categorizing information. Add/Reuse page – Add a new page to your LibGuide, or reuse an already existing page from one of your LibGuides or a LibGuide created by someone else at your institution. When reusing a page, be sure to check the box labeled “create a copy of this page” rather than linking to the original. This way any changes you make to the new page will not affect the original you are copying from. Learn more about this process on Springshare’s website. 6 LibGuides: Current Practices Change Page Info – Change the name of a page or the visibility of a page on the public site by making the page private. This feature can also be used to assign the page a user-friendly URL. Reorder/Move Pages – Reorder top-level pages in tab order from left to right, or move top-level pages to sub-level under other (thereby creating drop-down lists of pages under a single tab). Reorder Boxes – An easy way to drag and drop your boxes on a page to place them in a different order. See example below: Resize Columns – Comes with three default options to choose from for sizing/hiding certain columns on a page. You can also choose to use the slider to manually resize the width of each column. See example below: Guide Information – Give your guide a name and easy-to-read URL. Also, choose to publish, privatize, or password-protect 7 LibGuides: Current Practices your LibGuide. You may also assign Summon subject associations and tags for better findability if this search and discoverability tool is used. Co-Owners, Editors, and Collaborators – Add other staff as co-owners or editors to your Guide so you can work on it in tandem. All owner/co-owner profile boxes will appear on the LibGuide by default, but any profile box can be removed from a page like any other content box. V. Color Scheme LibGuide creators should keep in mind the color palette of both the Library website and the LibGuide homepage when choosing colors to add to their LibGuides. The default colors when a new LibGuide is created can be retained, but these can be changed if the creator desires. Take a look at the following LibGuides for examples of pages with different colors that fit appropriately: Beyond PowerPoint: Leveraging Technology to Enhance Instruction and Learning (Memorial Sloan Kettering Cancer Center (MSKCC)) Full Text (MSKCC) Greening the OR (MSKCC) Images (MSKCC) 23 Things MSK (MSKCC) BrowZine (MSKCC) When logged into LibGuides and on a guide that you’re editing, navigate to the orange bar at the top of the page to get to the GUIDE LOOK & FEEL options. In this drop-down list you will notice an option for Change Guide Style. 8 LibGuides: Current Practices This is where you will see all of the available options for changing box and tab colors. You may also choose custom colors for boxes by either inputting color code (Hexadecimal) numbers manually or choosing from a color palette of all colors available for web design. From a marketing perspective, it is best to have uniformity with your public facing websites. Consider developing a color palette that can be leveraged for all of your interfaces for continuity in how your web properties are presented. VI. Images Adding images to your LibGuide is a great way to engage the user. Use Rich Text boxes (or Rich-Text Editor portion of other boxes) when inserting images on a page. Uploading an image file to a Documents & Files box will merely provide a link to the image for download. 9 LibGuides: Current Practices Images are most useful when users can see them directly on the page. Take a look at the Images LibGuide for examples of embedded images in boxes as well as links to resources for finding images on the web. VII. Related Resources Here are some links to other helpful resources on creating LibGuides, best practices, getting started, and helpful tips and tricks. Working Inside the Box: LibGuide Tips for Librarians (Agnes Scott College – McCain Library) LibGuides for Guide Authors: Getting Started (Boston College – University Libraries) Getting Started with LibGuides (Georgia Institute of Technology – Georgia Tech Library) LibGuides Authoring (Kutztown University – Rohrbach Library) Waterloo LibGuides for Guide Authors (Waterloo University – Waterloo Library) 10 LibGuides: Current Practices VIII. Next Steps: Practice Exercises Feel comfortable with the basics of LibGuides and their functionality? Want to give it a go and start creating some content of your own before making an official LibGuide? Try your hand at the exercises below to begin your LibGuide journey! A. PDF images and documents in table format. 1. Go to http://www.w3schools.com/ 2. Search for ‘tables’ in search box 3. Choose the first result 4. Notice the HTML tag to hand-code a table (table headers, columns) 5. Click on TRY IT YOURSELF 6. Add additional header <th> to table called COST 7. Add 2 additional columns <td> to table (insert whatever amounts you choose) 8. Change border to SOLID RED 9. Click SUBMIT CODE 10. Create a RICH TEXT box in your sandbox 11 LibGuides: Current Practices 11. Copy and paste the table code into the PLAIN-TEXT EDITOR of a RICH TEXT box in your sandbox What happens to the search and profile boxes on the page? 12 LibGuides: Current Practices 12. Now, copy and paste the code for the custom table (provided by Springshare) below in the same RICH TEXT box (PLAINTEXT EDITOR side) and see the difference. Delete the old code before pasting the new code in the box. <style> .red-table, .red-table th, .red-table td { border: 1px solid red; border-collapse: collapse; padding: 5px; } </style> <table class="red-table"> <tr> <th>Month</th> <th>Savings</th> </tr> <tr> <td>January</td> <td>$100</td> </tr> <tr> <td>February</td> <td>$80</td> </tr> </table> Note: not all code is easily copy and pasted from the web, sometimes you need help from a programmer or the Springshare support folks. 13 LibGuides: Current Practices B. Embed a presentation from SlideShare.net using resourcegenerated code. Note: some embed code contains product information in it. 1. Find the New York City Historical presentation on slideshare.net by user meball17. 2. Embed into the PLAIN-TEXT EDITOR side of the RICH TEXT portion in a DOCUMENTS & FILES box. 3. Now try embedding using an EMBEDDED MEDIA/WIDGET BOX. What’s the difference between the two box types? 4. Create and save a Word document of whatever content you like. Optional: save Word doc as PDF afterward. 14 LibGuides: Current Practices 5. Upload document to the DOCUMENTS & FILES box and save. 6. Do you see a complete box with both presentation and document? 15 LibGuides: Current Practices C. Create a link and include a PDF icon and whole document for download. Note: The PDF icon can point to a different location than the hyperlink. 1. Create a LINKS & LISTS box in your sandbox 2. Go to http://commons.wikimedia.org/wiki/Main_Page 3. Search for PDF icons in the search box 4. Save an image and upload to a DOCUMENTS & FILES box in your sandbox 5. Go to http://eric.ed.gov/ 6. Search for librarian AND informatics and limit to full-text in ERIC only 7. Choose article titled “Cooperative Ventures between the University and the Library” 8. Download and save the PDF article 9. Upload the PDF document to your DOCUMENTS & FILES box 10. Create a new link in your LINKS & LISTS box 11. Complete the TITLE and URL fields with the information from the ERIC database 16 LibGuides: Current Practices 12. Copy and paste the HTML code below into the DESCRIPTION field of the box <b> <font size="2.5"> <a href="http://cid.oxfordjournals.org/content/52/4/e56.long" target="_blank"> <img src="http://lgimages.s3.amazonaws.com/data/imagemanager/3929 3/pdf_image.jpg" width="30" height="30" alt="PDF" /> </a> </font> </b> 13. Replace my <a href=> URL with your PDF document URL and my <img src=> URL with your PDF image URL 14. SAVE and CLOSE! 17 LibGuides: Current Practices D. Add special effects to RICH TEXT boxes by hand-coding commands. The below example gives the effect of a marquee with images gliding from right of box to left. 1. Go to your favorite license-free image resource (e.g. WikimediaCommons); find any image and save 2. Upload the image to a DOCUMENTS & FILES box in your sandbox 3. Go to http://www.quackit.com/ 4. Search for marquee and choose HTML Marquee Code result 5. Scroll down to SCROLLING IMAGES option 6. Copy and paste HTML code into the PLAIN-TEXT EDITOR of a RICH TEXT box in your sandbox 7. Replace the URL of the smiley face image with the one that you just saved to the DOCUMENTS & FILES box 8. SAVE and CLOSE and watch your animated box go! 18 LibGuides: Current Practices E. Insert an RSS feed using the RSS Feed multimedia box. 1. Create a RSS FEED & PODCASTS box (under MULTIMEDIA boxes) 2. Go to Physician First Watch medical news site: http://www.jwatch.org/medical-news 3. Click on the RSS feed icon 4. Choose the first option for Physician First Watch 5. Copy the URL for this page 6. Choose “Add RSS Feed” in your RSS FEED & PODCASTS box 7. Paste the RSS feed URL into the Feed URL field 8. Choose any specifics about the RSS field under Description, if desired 19 LibGuides: Current Practices F. Embed search/media widgets manually in a RICH TEXT box. 1. Go to EBSCO Search Box Builder: http://support.ebscohost.com/eit/sbb.php 2. Choose the search box widget you would like to create. I suggest Library, Information Science & Technology Abstracts 3. Go through the steps of customizing the widget (display, technical, proxy, etc.) 4. CREATE SEARCH BOX at the bottom of the page 5. Copy HTML code generated and paste it into the PLAIN-TEXT EDITOR of a RICH TEXT box in your sandbox 6. Run a search using your newly created and customized search widget! 20 LibGuides: Current Practices G. Insert an image in a RICH TEXT box and add a link to download/print the document. 1. Open a Word document and create a small table containing information of your choosing 2. Save the document as both a PDF and a JPEG 3. Upload the PDF file to a DOCUMENTS & FILES box in your sandbox 4. In the RICH-TEXT EDITOR of a RICH TEXT box, type in the title of the document 5. Hyperlink the title using the URL of the PDF that you uploaded to the DOCUMENTS & FILES box 6. Insert the JPEG image of the table you saved and hyperlink that as well, if you desire 21 LibGuides: Current Practices H. Create a tabbed box within a RICH TEXT box. 1. Go to LibGuide FAQ page: http://guidefaq.com/search.php 2. Search for tabbed box and click on second result displayed (how do I create a tabbed box?) 3. Follow the instructions for embedding the HTML code into the PLAIN-TEXT EDITOR of a RICH TEXT box in your sandbox 4. Add content of your choosing (could just be words for now) to get a feel for how the tabbed boxes work. Note: all editing should be done in the PLAIN-TEXT EDITOR. 22 LibGuides: Current Practices About Antonio DeRosa Antonio is a reference librarian at Memorial Sloan Kettering Cancer Center where he provides timely and accurate research support services to a range of clients including attendings, fellows, residents, nurses, students, allied health professionals, and other administrative support staff. He is also the clinical medical librarian for the Department of Radiology’s Breast Imaging Service where he provides current awareness literature updates on a regular basis as well as training, roving reference, and one-on-one research consultation. His other duties consist of LibGuide development, bibliographic and research methods training, collection development, systematic reviews support, and pursuing emerging mobile apps and technologies. Antonio is also an active participant in the Medical Library Association (MLA) as a member of the Hospital Libraries Section, Medical Informatics Section, and Research Section. He is also on the board of the MLA NY-NJ Chapter as the Chapter Council Representative (alternate). Antonio P. DeRosa, MLIS Reference Librarian General Reference: 212.639.7439 iPhone: 646.287.5845 email: derosaa1@mskcc.org Twitter: @LibTonio This work is licensed under a Creative Commons 3.0 Attribution License. 23 LibGuides: Current Practices