Library CMS Master Update

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Thomas G. Carpenter Library
Content Management System
Table of Contents
Permissions for Library Personnel
Folder Structure
Site Map
Request for Library Main Page Design
Photoshop Mockup of Main Page
Smart Form Design for Library Databases
Subject Categories for Database Smart Forms
Formal Request for Smart Form design for Library Databases – Priority 1
Formal Request for Drop-Down Horizontal Navigation – Priority 2
Formal Request for Breadcrumbs – Priority 3
Formal Request for RSS – Priority 4
Formal Request for Library Mobile Site – Priority 5
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Thomas G. Carpenter Library
Content Management System
Permissions for Library Personnel – to begin the process
Barbara Tuck
Jim Alderman
Eileen Brady
Dee Baldwin
Michael Kucsak
Mindy Galster
Maria Atilano
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Thomas G. Carpenter Library
Content Management System
Folder Structure
We will use the root folder for the majority of the pages.
Special Collections and University Archives should have its own folder.
Main Root
Contributors: Several
Forms
Policies
Database lists
Catalog search forms
Article search forms
E-journal Portal
Citation Linker
Special Collections and University Archives
Contributors: Eileen, Maria
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Thomas G. Carpenter Library
Content Management System
Site Map
Home – Main page with tabbed search boxes – search code provided by library
About the Library – On-click expands to the following
General Information
Address and Staff Directory
Library FAQs
Library Policies
Development Pages
Research Tools – On-click expands to the following
Research Databases -- Smart Forms
Library Catalog Links
E-Journal Locator
Citation Linker
Services for… -- On-click expands to the following major headings: Students, Faculty, Distance
Learners, Community, Visitors. Each of these goes to another specific page.
Students
FAQs
Research Help
Library Individual Instruction Request Form
Faculty
Library Liaisons and Liaison Program
FAQs for Faculty
Research Assistance
Library Class Instruction Request Form
Distance Learners
FAQs for Distance Learners
Research Help
Contact Information
Community
Library FAQs for Community
Visitors
Library FAQs for Visitors
Contact us – link to Contact us page – CMS page
My Account
Renew Books
Interlibrary Loan
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Thomas G. Carpenter Library
Content Management System
Request for Library Main Page Design
Main page – www.unf.edu/library
See Photoshop mockup.
Three columns
1. Active image to advertise new databases, library activities, etc.
2. Library hours – floating opaque box with rounded corners under the library logo.
3. Blue horizontal menu under the active image in “menu hover” color – HEX 5587ba. Menu item
text in white.
4. UNF secondary color strip under each menu item activated on mouseover and click.
a. Home = Red (HEX D02433)
b. About the Library = UNF primary blue (HEX 003886)
c. Research Tools = green (HEX = 529F68) – smart forms, library catalog, etc.
d. Services for… = yellow (HEX = FFCE00) – ILL, request forms, etc.
e. Contact Us = secondary blue (HEX = 0076CC) – all guides
f. My Account = dark primary gray (HEX = 929497)
5. Onclick, the menu item expands to see submenus.
See Georgia State University.
6. The html for search boxes and tabs produced by the library. Code provided by the library.
7. Information boxes on the other parts of the page will use CMS designs already in use on other
UNF pages.
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Thomas G. Carpenter Library
Content Management System
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Thomas G. Carpenter Library
Content Management System
ITS Update for Library
10.
Mobile Site
New
11.
RSS
(outgoing
subscriptions)
New
Details:
 Library has a www.unf.edu/mobile directory
 Library asked “Where will it reside? We need to put a
code in the heading that detects devices and
automatically redirects to the mobile site.”
Resolution:
 This is a new feature; functionality does not currently
exist in CMS. A request must go through IPC to approve
implementation.
Action Item: Library
 Submit request for new feature and justification to IPC.
 Library submitted request to IPC representative.
Action Item: Academic Affairs Project Manager
 As IPC representative, coordinate request.
Action Item: Internet Presence Committee
 Review and decide on new feature request.
 If approved, task CMS team with the request.
Action Item: CMS Team
 Develop solution for global implementation.
 Report back to IPC with demonstration.
 Release the feature.
Details:
 Library uses RSS so that audience can subscribe to event
listings and other information.
Resolution:
 This is a new feature; functionality does not currently
exist in CMS. A request must go through IPC to approve
implementation.
Action Item: Library
 Submit request for new feature and justification to IPC.
 Library submitted request to IPC representative.
Action Item: Academic Affairs Project Manager:
 As IPC representative, coordinate request.
Action Item: Internet Presence Committee:
 Review and decide on new feature request.
 If approved, task CMS team with the request.
Action Item: CMS Team
 Develop solution for global implementation.
 Report back to IPC with demonstration.
 Release the feature.
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Thomas G. Carpenter Library
Content Management System
12.
Tabbed Boxes
Resolved
13.
Drop-Down Navigation
New
Details:
 Library requested the use of tabbed boxes on their
homepage to hold Catalog and Article Search forms.
Similar to Georgia State University.
Resolution:
 This is a new feature; functionality does not currently
exist in CMS. A request must go through IPC.
Action Item: Library
 Submit request for new feature and justification to IPC.
 Discussion lead to CMS Team agreeing to let Library
webmaster manually put in code. See attached sheet for
code.
Action Item: Academic Affairs Project Manager
 As IPC representative, coordinate request.
Action Item: Internet Presence Committee
 Review and decide on new feature request.
 If approved, task CMS team with the request.
Action Item: CMS Team
 Develop solution for global implementation.
 Report back to IPC with demonstration.
 Release the feature.
Details:
 Library requested the use of drop-down navigation on
their homepage. Similar to Georgia State University.
Resolution:
 This is a new feature; functionality does not currently
exist in CMS. A request must go through IPC to approve
implementation.
Action Item: Library
 Submit request for new feature and justification to IPC.
 Library submitted request to IPC representative
Action Item: Academic Affairs Project Manager:
 As IPC representative, coordinate request.
Action Item: Internet Presence Committee:
 Review and decide on new feature request.
 If approved, task CMS team with the request.
Action Item: CMS Team
 Develop solution for global implementation.
 Report back to IPC with demonstration.
 Release the feature.
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Thomas G. Carpenter Library
Content Management System
14.
Breadcrumbs
New
15.
Forms
 archive/history
 N#/personal
info protection
Resolved
16.
Controlled Lists &
Metadata
LEFT for
Phase 2
Details:
 Library asked whether breadcrumbs are available. If so,
do they span the whole site or just the library site?
Resolution:
 This is a new feature; functionality does not currently
exist in CMS. A request must go through IPC to approve
implementation.
Action Item: Library
 Submit request for new feature and justification to IPC.
 Library submitted request to IPC representative.
Action Item: Academic Affairs Project Manager:
 As IPC representative, coordinate request.
Action Item: Internet Presence Committee:
 Review and decide on new feature request.
 If approved, task CMS team with the request.
Action Item: CMS Team
 Develop solution for global implementation.
 Report back to IPC with demonstration.
 Release the feature.
Details:
 Library requested an archive/history for online form
result collection
 Library asked about N#/personal identification
protection.
Resolution:
 Pending. Waiting on further discussion.
Action Item: Discussion
Questions
 What information is being collected?
 What level of security protection is needed?
Notes
 CMS only submits form results via e-mail. If data must be
collected and archived in another manner than e-mail,
then an ITS request must be submitted to analyze and
identify appropriate non-CMS alternatives.
CMS Team can create a way for Library to keep history.
Details:
 Library asked about controlled lists/controlled data. “Is
there a thesaurus to hold definitions of controlled
vocabulary? If not, are there plans to acquire open
source ones?”
 Library asked about specifications of metadata and
tagging.
Action Item: Discussion
Questions
 What are you trying to achieve?
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Thomas G. Carpenter Library
Content Management System
17.
Structured Content:
Database Vendor Lists
Discussion
Needed
Notes
 “Thesaurus” and “open source” solutions are outside the
scope of CMS.
 Marketing & Publications produces a writing style guide
that identifies naming conventions and methods of
formatting writing. Compliance with these standards is
the closest we’ve come to controlled lists.
 Controlled vocabulary as identified in relation to smart
forms is SPECIFIC to each smart form’s requirements. The
vocabulary of data on a smart form is identified by the
unit.
Details:
 Extensive list of research databases.
 Current implementation uses JavaScript.
 Search widget.
Action Item: Discussion
Questions
 On May 21, Library was given action item of identifying…
1. what data they wish to collect
2. how they wish to display the data
Library chose Option 1 Smart form. Required
information attached.
18.
Dynamic Content
Resolved/
Discussion
Needed
Options
 Option 1: Smart form
Candidate for use of smart form and list summary
features in CMS. JavaScript features and search widget
can be integrated into code.
 Option 2: Normal Web page
Manually build and link each page, consistent with
current approach. JavaScript features and search widget
can be embedded manually via source code.
Details:
 Library stated during April 28 meeting that they wish to
deliver more “dynamic content”.
Resolution:
 Leverage existing functionality (regions) in the CMS
template.
Action Item: Discussion
Questions
 What is your expectation of dynamic content?
 What type of information and where?
 How often dynamically updated or changed?
Notes
 CMS template is configured with multiple regions that
can be used for the presentation of dynamic content,
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Thomas G. Carpenter Library
Content Management System
especially if intended for announcements, news,
spotlights, events, etc.
19.
Newsletter
Resolved/
Discussion
Needed
Details:
 Library currently builds e-mail newsletters and delivers
via Internet Explorer (File>Send>Page by e-mail).
Resolution:
 UNF e-communication tool is currently in development.
Action Item: Discussion
 Until the e-communication tool is officially released for
use, a temporary solution can be discussed and
implemented.
20.
e-Gift Confirmation
HTML
Resolved
Details:
 http://www.unf.edu/library/info/developthanks.html
 Identification of an e-mail confirmation for online gifts.
Online gifts go through Institutional Advancement’s
Raiser’s Edge system, which can generate a confirmation
e-mail.
Action Item: Discussion
Questions
 Is this page/HTML code active? Or, does the Raiser’s Edge
system contain a copy of this code?
 Are graphics on Osprey being referenced for this e-mail?
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Thomas G. Carpenter Library
Content Management System
Smart Form Design for Library Databases
Priority 1
Structured Content:
Database Vendor Lists
Discussion
Needed
Details:
 Extensive list of research databases.
 Current implementation uses JavaScript.
 Search widget.
Action Item: Discussion
Questions
 On May 21, Library was given action item of identifying…
3. what data they wish to collect
4. how they wish to display the data
Options
 Option 1: Smart form
Candidate for use of smart form and list summary features in
CMS. JavaScript features and search widget can be integrated
into code.
 Option 2: Normal Web page
Manually build and link each page, consistent with current
approach. JavaScript features and search widget can be
embedded manually via source code.
 After discussion with the CMS team, we wish to use Smart Forms for as many lists as we can.
We believe this will eliminate the need for many pages that our webmaster now manages. We
know we want them for our Databases.
1. No image at the top of the page. The horizontal menu from the main page will be used or
possibly a left vertical menu. This depends on whether the horizontal menu on the main page
can open – as requested on the main page design.
2. An area at the top of the page is reserved for log in instructions/links and for a table that lists
subject areas. See this page. http://www.unf.edu/library/guides/bases.html
3. The title link takes the user straight to the database and does not open the description.
4. An information ball (or text) opens and closes the database description – different from the TLO
awards action. Example of description text opening at onclick:
http://www.unf.edu/tlo/awards/Round_1.aspx
5. A box at the top left will be for advertising databases or for listing which database set is active.
Example is Current Students. http://www.unf.edu/current/
6. See library’s current A to Z list for example of current layout.
http://www.unf.edu/library/guides/basesalpha.html
7. See the education subject list to see how the descriptions appear on recommended databases.
http://www.unf.edu/library/guides/baseseducation.html. Is there a way to force recommended
databases to the top of the list?
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Thomas G. Carpenter Library
Content Management System
Subjects
Database Title
Metadata in
smart form
narrows list
to subject
areas
Title link goes straight to the database.
Click on description ball (or text) to
open and close database description.
Off
Full text Title
campus indicator lists
access
indicator
Tutorials Extra
See also
Row in related
subject
case
areas.
needed
Can these
be
activated
like the
subject list
at the top
right?
(This list is
invisible to
the user.
The subject
list is in the
box at the
top right.)
Subject Categories for Database Smart Forms
General
Accounting
Anthropology
Archaeology
Art
Athletic Training
Biography
Biology
Book Reviews
Business
Chemistry
Children’s Resources
Citation Indexes
Communication
Computing
Conferences
Construction
Criminology
Criminal Justice
Design
Dictionaries
Directories
Earth Sciences
Economics
Education
Encyclopedias
Engineering
Ethnic Studies
Foreign Language Articles
Gender Studies
General Science
Government
Health
History
Investment
Languages
Law
Linguistics
Literature
Logistics
Management
Marketing
Mathematics
Medicine
Music
Newspapers
Nursing
Philosophy
Physical Therapy
Physics
Political Science
Proceedings
Psychology
Public Administration
Public Health
Religion
Sociology
Statistics
Tables of Contents
Tax Research
Technology
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Thomas G. Carpenter Library
Content Management System
Library Drop-Down Horizontal Navigation
Formal Request
Priority 2
13.
Drop-Down Navigation
New
Details:
 Library requested the use of drop-down navigation on
their homepage. Similar to Georgia State University.
Resolution:
 This is a new feature; functionality does not currently
exist in CMS. A request must go through IPC to approve
implementation.
Action Item: Library
 Submit request for new feature and justification to IPC.
Action Item: Academic Affairs Project Manager:
 As IPC representative, coordinate request.
Action Item: Internet Presence Committee:
 Review and decide on new feature request.
 If approved, task CMS team with the request.
Action Item: CMS Team
 Develop solution for global implementation.
 Report back to IPC with demonstration.
 Release the feature.
 Drop-Down navigation is requested for the Library Main Page. We request this design
enhancement to help us better navigate the large amount of information we have on our web
site. We are requesting that onclick, the menu item expands to see submenus rather than
taking you to a secondary page that would lead to the final result.
 Our justification is that we would like to keep navigation of the site as flat as possible. In other
words we want the end user to reach the desired information in as few clicks as possible. This
submenu would save end users 1 to 2 clicks in finding information.
The library requests drop-down horizontal navigation similar to Georgia State University.
This navigation facilitates access to the library’s many pages in a clean, attractive way. It conforms to
the University’s style s and colors.
1. Blue horizontal menu under the active image in “menu hover” color – HEX 5587ba. Menu item
text in white.
2. UNF secondary color strip under each menu item activated on mouseover and click.
a. Home = Red (HEX D02433)
b. About the Library = UNF primary blue (HEX 003886)
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Thomas G. Carpenter Library
Content Management System
c. Research Tools = green (HEX = 529F68) – smart forms, library catalog, etc.
d. Services = yellow (HEX = FFCE00) – ILL, request forms, etc.
e. Faculty = purple (HEX = 803795)
f. Help = secondary blue (HEX = 0076CC) – all guides
g. My Account = dark primary gray (HEX = 929497)
3. Onclick, the menu item expands to see submenus.
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Thomas G. Carpenter Library
Content Management System
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Thomas G. Carpenter Library
Content Management System
Activate Bread Crumbs for the Library Site
Formal Request
Priority 3
14.
Breadcrumbs
New
Details:
 Library asked whether breadcrumbs are available. If so,
do they span the whole site or just the library site?
Resolution:
 This is a new feature; functionality does not currently
exist in CMS. A request must go through IPC to approve
implementation.
Action Item: Library
 Submit request for new feature and justification to IPC.
Action Item: Academic Affairs Project Manager:
 As IPC representative, coordinate request.
Action Item: Internet Presence Committee:
 Review and decide on new feature request.
 If approved, task CMS team with the request.
Action Item: CMS Team
 Develop solution for global implementation.
 Report back to IPC with demonstration.
 Release the feature.
 The Library currently uses breadcrumbs as part of its navigation. We would like to use the same
navigation going forward.
 Breadcrumbs are particularly important when using Smart Forms and Forms. We have many
forms on our web site that will use the CMS form template. We plan to use Smart Forms for our
database listings, our FAQs, and our Guides to start. There may be other content that would fit
this form. If we use Smart Forms, then we need some way for end users to backtrack to where
they were. Forms provide the ability to use breadcrumbs. In fact, according to Ektron -- You
should add a BreadCrumb server control to every Web form in your site. Doing this ensures that
a breadcrumb trail is created for each Web page.
(http://www.ektron.com/manuals/cms400/v801/webhelp/Main_Import_file/BreadCrumb_Server_Contro
l.htm#BreadCrumb_Server_Control_656745507_1017409)
 Since a large part of our CMS site will be forms, it makes sense to use the navigational control
that is part of the forms.
The library uses breadcrumbs on its pages now. It is very important that we continue this practice.
Content in the CMS will be dynamic. Users must be able to backtrack.
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Thomas G. Carpenter Library
Content Management System
RSS Feed
Formal Request
Priority 4
RSS
(outgoing subscriptions)
New
Details:
 Library uses RSS so that audience can subscribe to event
listings and other information.
Resolution:
 This is a new feature; functionality does not currently exist in
CMS. A request must go through IPC to approve
implementation.
Action Item: Library
 Submit request for new feature and justification to IPC.
Action Item: Academic Affairs Project Manager:
 As IPC representative, coordinate request.
Action Item: Internet Presence Committee:
 Review and decide on new feature request.
 If approved, task CMS team with the request.
Action Item: CMS Team
 Develop solution for global implementation.
 Report back to IPC with demonstration.
 Release the feature.
 We would like to use RSS feeds to provide content to pages in our web site. We would like to
list events within the library and list new books or media available in the library automatically.
The library uses several RSS feeds now, as does CIRT.
This is an important way to share valuable information and provide content to pages in our web site. It
allows us to automatically list events within the library, provide information about new databases and
research tools, updates the library’s newsletter, and provides lists of new books or media.
RSS activation in the CMS will benefit many areas across campus.
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Thomas G. Carpenter Library
Content Management System
Library Mobile Site
Formal Request
Priority 5
10.
Mobile Site
New
Details:
 Library has a www.unf.edu/mobile directory
 Library asked “Where will it reside? We need to put a
code in the heading that detects devices and
automatically redirects to the mobile site.”
Resolution:
 This is a new feature; functionality does not currently
exist in CMS. A request must go through IPC to approve
implementation.
Action Item: Library
 Submit request for new feature and justification to IPC.
Action Item: Academic Affairs Project Manager
 As IPC representative, coordinate request.
Action Item: Internet Presence Committee
 Review and decide on new feature request.
 If approved, task CMS team with the request.
Action Item: CMS Team
 Develop solution for global implementation.
 Report back to IPC with demonstration.
 Release the feature.
At this point, most major libraries have mobile sites. Carpenter Library has a mobile site now. In order
to stay current with other major libraries, we should not lose this ability.
The library’s mobile site is designed to work on all smart phones. The library catalog, produced at FCLA
in Gainesville, is designed to recognize a mobile phone. It automatically switches to the mobile
interface.
http://www.unf.edu/library/mobile/
Here is mobile information for FSU:
http://www.lib.fsu.edu/about/mobile.html
Here is mobile information for UF:
http://www.uflib.ufl.edu/mobile2/
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