Michelle Eichelberger: Welcome everyone why don't we go ahead and get started, welcome to today's session on prima web configuration tips and tricks.
Michelle Eichelberger: we're going to do some basic overview of identifying things that you want to change using labels and the configuration package we'll talk about editing the resource sharing request forums and other forms.
Michelle Eichelberger: We will talk about accessibility just a little bit and what kind of impact, you might be making on accessibility, if you do make changes to your package so some of those may be review for you.
Michelle Eichelberger: I don't have a ton of slides today, so we will have time to go out and look around i'll do some demos.
Michelle Eichelberger: on how to deal with the packages and inspecting your code that kind of thing, so we will have some time for more advanced questions if I don't cover things during the session that you were hoping that I would cover, so why don't we get started.
Michelle Eichelberger: So there's a really good actually verse documentation page here that covers the best practices for pre movie customization and what's Nice is on these pages, it will show you.
Michelle Eichelberger: What the underlying code is for a lot of the sections of your Primo the pages.
Michelle Eichelberger: So in this case, you can see, you know the the view code image corresponds to number one they lay out the different parts of the page and show you what the code is underneath it, so I found this to be really helpful.
Michelle Eichelberger: we're also going to look at how you can use inspect to do the same kind of thing, but sometimes the Primo documentation is not very great and it's a little vague, but this is a really good example of some good and helpful information and pages.
Michelle Eichelberger: So.
Michelle Eichelberger: In pre movie you can edit most things, you can change wording, you can change colors you can change the way things are laid out there are some things that are kind of hard to change, but if you have somebody on campus.
Michelle Eichelberger: or affiliated with the library, who has javascript experience there's quite a lot, you can do with it, so we are going to look at some of those options, right now, so.
Michelle Eichelberger: The wording and pre movie is often often coming from label tables and we will look at those a little bit more closely, but.
Michelle Eichelberger: It can be hard to tell what label needs to be changed, you know how do you identify where this wording is coming from what one of the ways, you can do that is by inspecting the code on the page.
Michelle Eichelberger: So in chrome what you would do is you would hover over the thing that you want to look at and then you would click on inspect and then you get a big list of all of the underlying code.
Michelle Eichelberger: that's happening right there and sometimes you have to play around with a little bit to see because things are nested.
Michelle Eichelberger: So you might have to you know expand some of these down arrows and we will do a DEMO on this to to find exactly what you're looking for.
Michelle Eichelberger: But in this translate section here, this is what's telling me that for view online once i've expected inspected it that the the.
Michelle Eichelberger: label that's being used for those that wording is here in this translate section delivery code not restricted so that's really good and useful information, because then you can go and look that up in the label tables and make any changes that you want to change.
Michelle Eichelberger: To get to the label table to edit them what you would do is click on config and go to discovery and then display configuration and labels and there's an example of that over here.
Michelle Eichelberger: And once you get in there, if you have the code itself, you can look it up by code or you can use this drop down and change it to description.
Michelle Eichelberger: I do find that handy, particularly if it's if your inspect isn't working very well and you really can't figure out where the wording is coming from, you can actually type the words right in the box under description.
Michelle Eichelberger: And search and then it'll show you everywhere, those that particular phrase appears in your in the labels.
Michelle Eichelberger: And then to edit it what you would do is click on the three dots go in make your changes save it.
Michelle Eichelberger: And then it should update right away in Primo, as you can tell that you've if you've made a change, one of the things to keep in mind with changing labels.
Michelle Eichelberger: Is that you if you have more than one view you can't separate separate out and do labels just for one of the views, but not the others for labels it changes all the labels in all the views so that's something to bear in mind.
Michelle Eichelberger: So again, you know what you would do is click on the three dots.
Michelle Eichelberger: Then you would you know this was the code that we found in that in fact here's the wording for it, and this is where I could change it to whatever you know get article or get item or whatever it is that I wanted to call this instead of you online.
Michelle Eichelberger: You can also do simple coding in these label table, so if I wanted to change the color of this, I could hard code that right here into this line, using the span code html code.
Michelle Eichelberger: And so you know if I wanted to change it, I would put that around the words and make sure you put an end tag because if you don't it could impact more items on the page and, as I mentioned, if you do have multiple views the changes will be applied to all of the views.
Michelle Eichelberger: So.
Michelle Eichelberger: I said that you can also make changes by editing the CSS that's part of the configuration package.
Michelle Eichelberger: So, and sometimes it can be hard to tell you know, is this thing a label or is the styling of it coming from the customization package so when you inspect the page code.
Michelle Eichelberger: You can find some of these CSS tags in the code and, as I mentioned, you might have to play around a little bit because things are nested so you need to figure out where that style is being applied, and to what what what term here, so you can look into that and then.
Michelle Eichelberger: Another thing to bear in mind, there was a point in time, where I was trying to change the color of a link.
Michelle Eichelberger: And I ended up changing everything, not just that particular link, so what you want to do, may not always be possible.
Michelle Eichelberger: So definitely you're going to want to set up a test view and do some playing around in there before you put it in the the live view and make it live for everyone, and I will show you how to set up a test view.
Michelle Eichelberger: Any questions so far we're going to kind of whizz through these slides and then we'll go out and do some live demos.
Michelle Eichelberger: i'm not seeing questions so as I mentioned added in the configuration package, many of you have probably already done this.
Michelle Eichelberger: To create a test view what you would do on your main view is you would click the three dots and click on duplicate and that will give you a test view where you can play around with your changes.
Michelle Eichelberger: Unfortunately, the test few dozen also copy the the.
Michelle Eichelberger: package, the configuration package from the original view.
Michelle Eichelberger: So if you go to download a package from the test view, for the first time there's going to be nothing to download you'll get an error message it's very confusing so because it's based on this other view.
Michelle Eichelberger: You would just go to the original view download the package you'll need to rename it with the new views name to upload it into that view again i'll show you this when we get moving forward you're a little bit.
Michelle Eichelberger: But that has tripped us up in the past.
Michelle Eichelberger: Also, when you resist the package to load it back up again, you want to make sure you're zipping at the correct level, because when you download the package you get an extra level at the top, and if you zip up there it's going to.
Michelle Eichelberger: it's not going to work because it'll you'll have too many levels in there The other thing that it doesn't like when you zip it and loaded up is, if you have.
Michelle Eichelberger: If your system is designed to create thumbnail files automatically it's not going to like it if it's if one of those is in your package so just keep an eye out for that.
Michelle Eichelberger: Primo studio I had heard several months ago that this was supposed to be getting better this is supposed to be an easier way to edit your content and I have not found it to be very easy to use.
Michelle Eichelberger: For a long time you couldn't load what you already had, so you were going to have to start from scratch and when we went live X lieber set up a lot of the.
Michelle Eichelberger: colors and logos and that kind of thing for us, you would have lost that styling and had to start again from scratch.
Michelle Eichelberger: You can now upload your package in there, but I have not been successful of with once I made some changes downloading the new version of it and then reloading so.
Michelle Eichelberger: If you do want to try using Primo studio I would say.
Michelle Eichelberger: And if you can't get it if you can get it to work great then just disregard this, but if you can't get it to work if you could submit a ticket and copy me on it, that would be great I don't currently have any need to use it, so I don't.
Michelle Eichelberger: really want to submit a ticket, unless I had something I was actually trying to do.
Michelle Eichelberger: So this is new, I think this was new in maybe August in the releases and.
Michelle Eichelberger: Although it could be thinking something else but anyway, what you can do is when patrons send messages from Primo you know, maybe they want to send themselves an email to remind them of search that they did or.
Michelle Eichelberger: They want to send some of the results to their phones, so they can go look for the items in the stacks that kind of thing the content that is sent from Primo can be managed separately from your other email templates like the you know.
Michelle Eichelberger: last item or overdose or that kind of thing this this stuff for Primo can be managed separately, this is really good documentation on what you want to do.
Michelle Eichelberger: And how you control this particular email email that is sent, and this is managed in the view config area and it's on the customization package tab will go take a look at that, but these are the kinds of things you can do with it.
Michelle Eichelberger: These are the sections of the template and includes the logo and you kind of know you want to put in there, and this is an example of what the email would look like you know the record list disclaimer etc so.
Michelle Eichelberger: It only works for 50 records, so if the user has a giant list or trying to send to themselves it's going to use the classic email template and then.
Michelle Eichelberger: This, I think, is kind of annoying because what you might want to do in that email is say hey if you have questions.
Michelle Eichelberger: contact us at live answers, or something, but any links that you would try to put in here are going to be removed from your template.
Michelle Eichelberger: And if you do make any changes to this thing make sure to send yourself a test to see that it's working before you make it live that may seem obvious, but I just thought I would mention that.
Michelle Eichelberger: TIM Jackson had asked me to cover editing request forums, because he does get questions about this.
Michelle Eichelberger: There is documentation here from X leavers about configuring the request forms.
Michelle Eichelberger: And these are the forms that appear in Primo so if somebody wants to put a hold on something if somebody wants to submit a resource sharing request.
Michelle Eichelberger: etc here are the four request options that you could use and to edit them you want to go to config discovery and then get IT configuration and here they are.
Michelle Eichelberger: And what it does, is it allows you to choose which fields display in the requests which ones are mandatory and then, as far as wording goes, that would be a label change.
Michelle Eichelberger: Instead of changing it right there in the in this area.
Michelle Eichelberger: So and TIM did have some best practices that he asked me to share with everybody, and we will go look at these.
Michelle Eichelberger: One of the things he's seeing is that if the format field under the delivery field section is not hidden.
Michelle Eichelberger: Some users have been manually switching physical requested digital requests thinking that then they could get like an e book version of something but.
Michelle Eichelberger: That is not possible, so you do want to hide that the other thing that's happening is up in the top of the resource sharing request fields there's a place where you can click on allowing people to pick a chapter or pages and.
Michelle Eichelberger: TIM does want to implement this by the end of the Semester, but he'd like to do this overall as a system wide project, so please don't turn that on at this point, I think he's got to do some back end configuration to get that to work.
Michelle Eichelberger: So it's a little premature if you've got that checked and then the other thing he's seeing is that if someone provides an unrealistic need by date.
Michelle Eichelberger: It can cause the request to be completed automatically, which is we don't want that to happen so.
Michelle Eichelberger: The only way to stop these requests from being automatically completed as to hide that option to let users pick a not need after date so he's recommending that you also keep that hidden as well.
Michelle Eichelberger: This was the thing I was thinking of that came out in August 2021 you can now add a copyright statements your request form itself, which I think is pretty cool i'm used to be able to link to it, but now you can actually have it right here, which is a nice thing.
Michelle Eichelberger: And this tells you how to do it there's some files that you need to configure.
Michelle Eichelberger: Under fulfillment copyright manage copyright declaration declaration, these are the two files that you want to.
Michelle Eichelberger: edit and make them so that it meets what your your local wording is and then on the forums, you want to enable that copyright field.
Michelle Eichelberger: And then, these are the associated labels that you would go in and make sure they say what you want them to say i'm going to just take a breath, are there any questions at this point.
Michelle Eichelberger: alright.
Michelle Eichelberger: So, as I mentioned we're just going to very briefly touch on accessibility.
Michelle Eichelberger: Primo actually versus doing a much better job with accessibility, with Primo out of the box Primo be than they did in the past they.
Michelle Eichelberger: They worked with dq which i'm sure you've all heard about, as you know, they're an expert in accessibility, they have all kinds of trainings and they do assessments for companies.
Michelle Eichelberger: So they worked with them and got a report of things that needed to be fixed so they fixed a bunch of stuff so out of the box it's pretty good they're constantly making improvements, if you keep an eye on the release notes you'll see things that are changing.
Michelle Eichelberger: One of the big ones recently was the pagination it used to be just a constant scroll which was really terrible for accessibility, but now it's you can choose I think 1025 you can choose the number of results you want on the page and it's much more accessible, using keyboard.
Michelle Eichelberger: You know tapping through the page with keyboard So those are all good things, but anything you change.
Michelle Eichelberger: makes an opportunity for accessibility to go bad so as you're making changes kind of bear that in mind and do some testing on your own to make sure that you're not accidentally making things less successful than they used to.
Michelle Eichelberger: Be so you know you can see, in this case we've got a yellow background and white font on it and that's actually going to create a contrast error.
Michelle Eichelberger: So just bear that in mind, as you go through and start making changes and here's some ways, you can do testing, this is a link to the wave tool which is this particular tool that i'm demoing here.
Michelle Eichelberger: I use this thing all the time, just to see if there are any problems on the pages to do keyboard testing it's actually really easy you just open the page and start tapping and you can see how easy it is to kind of.
Michelle Eichelberger: navigate through the page using the keyboard and then there's a bunch of different ways, you can do screen reader testing, which is where a device or.
Michelle Eichelberger: An APP or something will read the content for you so i'd really recommend testing with those kinds of things, if you do make, particularly if you're making like big sweeping changes with Primo.
Michelle Eichelberger: Okay questions so far.
Michelle Eichelberger: All right, well why don't we go ahead and we're going to do some demoing.
Michelle Eichelberger: Get out of my slideshow.
Michelle Eichelberger: Alright, so i'm going to use North country as an example, because they have not done a ton of configuration, so I thought that would be a good.
Michelle Eichelberger: way to show you what is possible and here's their current Primo and what this looks like so you know if you were trying to figure out where things are coming from.
Michelle Eichelberger: What you would do you know if you were particularly interested in.
Michelle Eichelberger: I don't know you know, like where I use this as my example in the slides I want to see what's causing this wording to be available online, and I also want to see kind of where the colors are coming from to click on inspect.
Michelle Eichelberger: This will open up the chrome inspector, and you know other browsers have the same kind of thing I tend to work in chrome, this is what i'm most used to, but you can certainly use whatever works best for you.
Michelle Eichelberger: So in this case here's that translate that I mentioned, and so this tells me that this is delivery code full text, and that is the name of the label where this wording is coming from and what's Nice is you know if you hover over this.
Michelle Eichelberger: Over this specific thing that you want it should take you right to that thing in the inspect code, so I could then go to delivery code that full text in my config and then discovery and then labels.
Michelle Eichelberger: And you can either look for the code or, as I mentioned, you can look for the description.
Michelle Eichelberger: let's do the code first.
Michelle Eichelberger: text.
Michelle Eichelberger: And then you just click on search and this will tell me which table that appears in it's in the discovery ui labels table and to customize it, you would click on customize I think once you've customized for the first time, then you get the edit option.
Michelle Eichelberger: As I mentioned, no surgery hasn't done a lot of customization so that's why I did not get the edit option.
Michelle Eichelberger: And then, this gives you all of the different codes that are in this table, and then you can go down, you can change them, you can again, you can add you know pretty simple styling to the description area that will impact, how it displays in Primo.
Michelle Eichelberger: i'm not going to make any changes, because this is their live site, but this is where you would do that, and it should take effect right away if it's not taking effect, then there may be a problem.
Michelle Eichelberger: This is not something that, like the CDI that takes three days to go into effect, you should be able to see that the change right away, as long as you refresh the page.
Michelle Eichelberger: If you didn't want to figure out what the code was you know if you didn't want to inspect you could just type in the terms and this might be useful if you want to make sure you change it everywhere, it appears on the site whoops I forgot to change the down arrow to description.
Michelle Eichelberger: So in this case, there is only one table that contains the description view online, and that was the one we just looked at, and you can also just look at it, if you want to just see what's in there.
Michelle Eichelberger: And then again to edit it, you would click on the customize or if you've already customized at once, you would click on the.
Michelle Eichelberger: edit questions about labels.
Michelle Eichelberger: OK.
Michelle Eichelberger: So the other thing I mentioned, is that with the inspect you can see, the different kinds of code, so if I wanted to see like where is this yellow coming from in the sign on banner I would right click and hit inspect again.
Michelle Eichelberger: And that's a little too far deep in the nested tables because I want to see like where the banner itself, so you can kind of move your mouse and it'll make you know it'll.
Michelle Eichelberger: Like go further up the tree and now it's grabbing this entire thing not just the words inside of it.
Michelle Eichelberger: And then, what I would do over here on the right, where it shows the actual code, I would go down and kind of look for where there's a yellow styling so here's background.
Michelle Eichelberger: So in this case it's selection and then background is this yellow and then you could kind of mess with that if you wanted to change the colors.
Michelle Eichelberger: This is a little more complicated because this has something to do with like selecting so it's after element or before element, whatever so that might be a little more complicated to change but.
Michelle Eichelberger: In general, this is how you figure out where the styling is coming from, you can you know play around right here in the inspector.
Michelle Eichelberger: To see what it would look like, if you changed it so if I used a different color here.
Michelle Eichelberger: i'm going to show you how to change color later and I had picked out this code for that, so if we change that should change it on the screen and it's not doing that so.
Michelle Eichelberger: I may have done something wrong in in this this area here, but in general, this is how you inspect the page to figure out where the code is coming from.
Michelle Eichelberger: You know here's header that kind of code and you just scroll down and kind of play around and.
Michelle Eichelberger: see where the stuff stuff is coming from these down arrows will expand and contract and show you the different parts of it, so if you've ever done any kind of web development in the past, this is probably familiar to you, but I do find it kind of handy.
Michelle Eichelberger: It once you find a code that you want to change, as I mentioned what you should do is, you should create a test site and you would do that under again we're still in config.
Michelle Eichelberger: he'd go to discovery and then configure views.
Michelle Eichelberger: And then you would duplicate your view and i'm going to call it.
Michelle Eichelberger: 930 test.
Michelle Eichelberger: i'm going to duplicate it.
Michelle Eichelberger: And what right now, it should look exactly like my live one because I copied it from the live one and, if you want to see what it looks like you would just click on go to view it'll open it for you.
Michelle Eichelberger: And this is important so here's the new name of this view you're going to want to rename your configuration package, this new name, so that it matches on it when you load it again.
Michelle Eichelberger: And, as I mentioned, you know initially right off the BAT when you copy it there's going to be no configuration package.
Michelle Eichelberger: If I go here to the man i'm sorry customization package, if I go here to this tab now and try to download the current view it's not going to let me there's there's nothing in it.
Michelle Eichelberger: You know or it'll say it's downloading it but it's just there's not it's not going to do what I wanted to do.
Michelle Eichelberger: Unless it proves me wrong during the session, which is possible.
Michelle Eichelberger: But what we've seen in the past is that it's.
Michelle Eichelberger: going to bring this over here.
Michelle Eichelberger: And then you extract all.
Michelle Eichelberger: And you wait for to extract.
Michelle Eichelberger: And there's I don't think there's going to be anything in this stuff.
Michelle Eichelberger: So if I open this.
Michelle Eichelberger: And it did prove me wrong what we saw in the past was there was just nothing in here.
Michelle Eichelberger: But in any case, it looks like that has been fixed so that's a good good situation to be in I saw Yvonne is on this session, she can.
Michelle Eichelberger: she can confirm that this didn't use to work, but the nice thing about this is now this has the right name that we want, we want it to be an or dash sls underscore zip so that's good but to change things i'm in here in the CSS.
Michelle Eichelberger: And maybe, what I want to do is make the top background color something else you could see that it's kind of a like a dark dark green and the.
Michelle Eichelberger: Their Green is actually kind of a more bright green so they may want to change that whoops I just closed it so they may actually want to change that so what we're gonna do is we're going to change it.
Michelle Eichelberger: Go to view here's our current view.
Michelle Eichelberger: And now, if I go back to the CSS.
Michelle Eichelberger: And i'm going to change this to a brighter green, which is due to eight to 22 i'm just going to save this.
Michelle Eichelberger: I wanted to be in where I was.
Michelle Eichelberger: Second.
Michelle Eichelberger: Oh, it did not fully extract sorry about that.
OK.
Michelle Eichelberger: So now, if I save it, it should save in the right place nope it's not going to.
Michelle Eichelberger: Get out of here.
Michelle Eichelberger: You can see, this is a little fiddly have to pay attention to what you're doing.
Michelle Eichelberger: Alright, so here's the expanded package, here it is again, and you can see how there's multiple levels of this and our test and that's what I was talking about it gives you an extra level that you don't really need so we'll go in here we're going to edit with notepad plus plus.
Michelle Eichelberger: And here's that background we're going to change that you can do this in notepad they're not very complicated file, so you don't need any special software to mess, with it, I just happen to have notepad plus plus we're going to save this.
Michelle Eichelberger: we're going to exit here and now, what I want to do instead of zipping at this level, you can see over here in my.
Michelle Eichelberger: I don't want to zip up here, I want to zip it here because it's going to give me an extra level of a zip up at the top, and when I say, is it you have to have a zip file to load back up into Primo so we're going to do this and we're going to do this.
Michelle Eichelberger: And then.
Michelle Eichelberger: save it and so now, when I go back to my view we're going to go in here we're going to edit.
Michelle Eichelberger: manage customization package and we're going to upload a new version of the package.
Michelle Eichelberger: I like to look at the left side, so I make sure i'm grabbing the right thing.
Michelle Eichelberger: Trying to make my screen bigger okay.
Michelle Eichelberger: So we've got this we've had this and then this is the one that I have changed.
Michelle Eichelberger: And you've kind of got to get it to show up on the right hand side and then it'll grab it and then upload.
Michelle Eichelberger: And then you do have to save some of the things you do in view view config you don't have to say, but this one, you do have to do that, so now, if I refresh it.
Michelle Eichelberger: It should give me a different green and it did not of course okay well.
Michelle Eichelberger: That should work I don't know why that did not work, I will mess with it later apologies that that did not work that's what happens when you try to do something live, but those are the steps for how you want to change your config and it should happen right away and i'm in test.
Michelle Eichelberger: Yes, okay well trust me, that is the right way to do it.
Yvonne Kester (she/they): Somebody had oh.
Yvonne Kester (she/they): yeah yeah try try doing control plus f5 Primo is really sticky.
Okay.
Michelle Eichelberger: Yvonne is brilliant.
Michelle Eichelberger: That is awesome.
Michelle Eichelberger: That looks terrible, but that is what is supposed to happen, so thank you so much you're on for saving me in my live DEMO.
Michelle Eichelberger: But that is how you make a change to the CSS and then loaded up there and control five and is that because you're seeing it save it like saving it at the cashier mom said, what do you think's happening.
Yvonne Kester (she/they): yeah it's really just sticks for a long time.
Michelle Eichelberger: Okay, good to know yeah sometimes I can do refresh and adult change right away like if I make a label change, but I really appreciate your help with that.
Michelle Eichelberger: So that's how you edit the package and change things in your view, this was I was talking about how you can manage your email templates This is where you would do that, and I would follow the instructions that are in the slides from X libra they're really good.
Michelle Eichelberger: What else we talked about was the forums so again, if you go to discovery and then here your different forums and the advice that TIM had was specific to the resource sharing form customization.
Michelle Eichelberger: Specific chapter or pages, I would make this invisible.
Michelle Eichelberger: TIM didn't want to go in and make changes for everybody on this, but he really does recommend that you make that invisible, because I think we're just not set up yet to do chapter.
Michelle Eichelberger: requests on a on an e book or not ebook on a book a full book request yet so he is working to make that happen, but if you have that active I would turn that off.
Michelle Eichelberger: The other things, he was talking about worthy not need after which is not turned on for North country so that's good because that's The thing that if people put in an unrealistic date is just going to automatically cancel the request for them, which is not a good thing.
Michelle Eichelberger: and other so format it's also good that they don't have the format visible because patrons we're changing that and trying to get a version that is not possible to get so Those are the three things that he recommended that you have turned off.
Michelle Eichelberger: See, those were the main things I wanted to cover is there anything anyone wants to look at is there, something that I didn't cover that you were hoping I would cover, how can I help you guys.
Michelle Eichelberger: Alright, well, if there are no questions, then we can end early and I hope you guys all have a good day i'll give you one more minute.
Michelle Eichelberger: All right, well everybody have a good rest of your day.
Yvonne Kester (she/they): Thanks Michelle.
Yvonne Kester (she/they): Oh does holly had her hand up.
Michelle Eichelberger: yeah I guess so anyway, I mean feel free to speak up or put something in the chat or you know any anything oh.
Yvonne Kester (she/they): No.
Michelle Eichelberger: Okay alright thanks everybody.
I.