intakeform_umlib

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Header
Instructions in Header
Header
Background color
Information fields
Connect & Exit
buttons
Go
Viewport
Section 1: Queue Name:
(Queue name is provided by OCLC and used as the directory name as well as file name /queue/queue.html and /queue/queue_OUT.html)
Section 2: Patron form data language rules
Intake form section
Options
Default
Library selection
Page language
Any ASCII based language
English
Default.
Is it acceptable to display both
languages on the same page
NA
Yes. Display both Traditional
Chinese & English.
Do the Connect and Exit buttons
need to be translated?
NA
No.
Do alerts or error messages need
to also appear in this language?
Alerts and Error messages
appear in English
Default
Example: nom/name?
Section 3: Patron Intake form
Intake form section
Header Graphic
Header background color
Instructions in header
Text on the form
Anonymous session
Exit Button
Viewport
Options
224x24 pixels Gif or jpg on a
transparent background
Note that file size will impact the load
time of the form
Any color that can be expressed in HEX
notation
Text is displayed as a graphic and
cannot be copied and pasted
Default
Optional. Sometimes contains rules for
service use.
Yes or No
If Yes: Insert desired text label.
None
If Yes: Insert text for the hyperlink to
the explanation of anonymity
Any URL
Any non frame-busting* URL
Library selection
Please see the attachment
named “umask.gif”.
7EA778
Please enter the following and click the
“Connect” button
To ask a question in real
time chat, please enter the
required information below
and then click the
“Connect” button. A
session with an online
reference librarian will
open in another browser
window.
Default
Yes
Check this box to make this session
anonymous.
Please click here for explanation.
No
http://www.lii.org
QP default
http://library.umac.mo
http://library.umac.mo/serv
ices/reference/reference.ht
ml
* Frame busting is a technique used by HTML designers to prevent a given page from being loaded within a framed HTML page. It is also known
as Reload page outside the frame
Section 4: Patron Intake Form data fields. Total of 13 fields.
a) Default Fields (3)
You may change the Default Text Label and/or the “required” option. You may also choose not to use any or all of these fields. Indicate
whether or not you wish to OMIT the particular field in its corresponding Library selection column.
Intake form section
Name field
Email field
Question field
Options
Text Label
Required Yes or No
Text label
Required Yes or No
Do you want this field confirmed
by requiring the email to be reentered?
If email confirmation is required.
Text label
Default
First Name
No
Email Address
No
Yes
Required Yes or No
No
Confirm Email Address
Your Question:
Library selection
Your Name:
Yes
Your Email Address:
Yes
No
Your Question: (Please make a
brief description about your
research and the resources you
have already obtained.)
Yes
b) Optional Fields (Maximum of 10)
This page displays the 5 optional fields currently used by the default template. The library may change ANY FIELD THEY WISH. Please use the blank
field template on the next page for any changes to the first 5 fields, and indicate which fields you are changing by checking the box in the corresponding
field on this page.
Intake form sections
Field 1
Options
Text Label
If you wish to change this field, check
here: _____
and enter the desired change on next
page
Field 2
If you wish to change this field, check
here: _____
and enter the desired change on next
page
Field 3
If you wish to change this field, check
here: _____
and enter the desired change on next
page
Field 4
If you wish to change this field, check
here: _____
and enter the desired change on next
page
Field format
Required Yes or No
Field value for librarian monitor, transcripts and reports
Default
To have a phone conversation with your rep
during this session, enter your phone #
Text box
No
Phone
Text Label
Field format
Required Yes or No
Field value for librarian monitor, transcripts and reports
Name of Your School (required)
Text box
Yes
School
Text Label
Field format
Required Yes or No
Field value for librarian monitor, transcripts and reports
Zip Code
Text box
No
Zip code
Text Label
Field format
What is your Internet Connection?
Drop down with the following options:
Select one
Hi-Speed
Dialup
Don’t Know
No
Connection
Field 5
If you wish to change this field, check
here: _____
and enter the desired change on next
page
Required Yes or No
Field value used in the librarian monitor, transcripts
and reports
Text Label
Field format
Required Yes or No
Field value used in the librarian monitor, transcripts
and reports
Are you using a software firewall?
(ex: Norton Internet Security
Drop down with the following options:
Yes
No
I don’t know
No
Firewall
Optional Fields (1-5 changes.)
Use this page to change default Optional data fields from previous page
Intake form sections
Field 1
Field 2
Field 3
Field 4
Field 5
Options
Text Label
Field format
Required Yes or No
Field value for librarian monitor, transcripts and reports
Text Label
Field format
Required Yes or No
Field value for librarian monitor, transcripts and reports
Text Label
Field format
Required Yes or No
Field value for librarian monitor, transcripts and reports
Text Label
Field format
Required Yes or No
Field value used in the librarian monitor, transcripts
and reports
Text Label
Field format
Required Yes or No
Field value used in the librarian monitor, transcripts
and reports
Library selection
Your Phone Number:
Text box
Yes
Phone
UM Affiliation:
Drop down with the following options:
Academic Staff
Administrative Staff
CPU Student
Postgraduate Student
Undergraduate Student
Not affiliated with UM
Yes
Affiliation
Your Faculty/Centre:
Drop down with the following options:
CCE
CPU
ELC
FBA
FED
FLL
FSH
FST
ICMS
ISCG
Others
Yes
Faulty/Centre
Optional Fields continued. (Blank field template for fields 6 to 10)
Use this page to add any additionally desired fields to your form
Field 6
Field 7
Field 8
Field 9
Field 10
Text Label
Field format
Required Yes or No
Field value used in the librarian monitor, transcripts
and reports
Text Label
Field format
Required Yes or No
Field value used in the librarian monitor, transcripts
and reports
Text Label
Field format
Required Yes or No
Field value used in the librarian monitor, transcripts
and reports
Text Label
Field format
Required Yes or No
Field value used in the librarian monitor, transcripts
and reports
Text Label
Field format
Required Yes or No
Field value used in the librarian monitor, transcripts
and reports
Section 5: OUT PAGE
This is the page patrons see when no librarian is monitoring chat
Header
Instructions in Header
Header
Background color
Text on Page
Exit button
go
Intake form
section
Header Graphic
Header
background
color
Instructions in
header
Options
224x24 pixels
Gif or jpg
Note that file size will impact the load time of the
form
Any color that can be expressed in HEX notation
Default
Library selection
(Same as patron intake form)
Please see the attachment
named “umask.gif”.
(Same as patron intake form)
7EA778
Text is displayed as a graphic and cannot be
copied and pasted
Sorry no librarians are available at this
time.
Text on the page
Often includes hours of service and other options
for the patron to consider such as links to web
form or other web pages
The QuestionPoint online reference
service is not available at this time.
Please try again in a few minutes.
Exit Button
Any URL
http://www.lii.org
Sorry! The librarians are not
available at this moment.
Please use the email form to
send as your question or
contact a reference librarian at
3978170 during the Reference
Desk hours.
Sorry! The librarian is not
available at this moment.
Please try again in a few
minutes. You can send us your
question via the email form or
contact a reference librarian at
3978170 during the Reference
Desk hours.
http://library.umac.mo
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