Fields: Add/Edit Quicksearch Button
Quicksearch Buttons lets you create, edit, hide, display, and arrange predetermined Portfolio searches and links to outside resources. Quicksearch buttons are primarily pre-configured searches that you can set up for patrons to quickly find items in your library. To configure a Quicksearch button, you can prepare a search using search strings, advances search settings, an facets. All of the search criteria are part of the resulting URL for the search results page. Copying that URL and pasting it in as the path for the Quicksearch provides the path for the search. When a user chooses the Quicksearch button in the Searching interface, the search is run and provides the same results (or results that reflect any changes that have been made to the system including new or deleted titles).
Profiles > Quicksearch Buttons > Add Quicksearch Button
Profiles > Quicksearch Buttons > Edit Quicksearch Button
Code
Specifies a unique code for the Quicksearch button (up to 30 characters). This code is used to identify the button on the Quicksearch Buttons page and on any other pages that display the Quicksearch button code.
Codes are displayed in all upper case letters. If you enter lower case alphanumeric characters for the code, the software automatically converts them to upper case when the code is displayed. The Code cannot include spaces. If you enter a space, Portfolio will display an error message when you save the settings.
Note: This value must be unique. If you enter a code that is already being used elsewhere on the system and try to save the button, the software displays an error message indicating that the value must be unique, and informing you that the value you entered is already being used for another profile.
Name
Specifies the system name of the Quicksearch button (up to 80 characters) for the specified language. This name is used to identify the Quicksearch button on the Quicksearch Buttons page and on any other pages in the Admin console that display the button name.
For this field, you can also specify an alternate name for a specific language. Choose the language from the drop-down list of supported languages, then enter the localized name in the field.
Note: If your web browser is configured to use a display language that is not supported by Portfolio and you have chosen to display the Admin console in a language other than the default language (en_US), the language that displays in the drop-down list of supported languages defaults to US English.
If a localized name already exists for a specific language, the software displays that language name differently in the drop-down list. When you enter a localized name for a specific language, the language name appears with a “++” suffix. If you clear the localized name for a specific language, the software displays the language name without the different formatting.
Hover Text
Specifies the text (up to 80 characters) that appears when a patron using the Searching interface moves the mouse pointer over the button.
For this field, you can also specify an alternate name for a specific language. Choose the language from the drop-down list of supported languages, then enter the localized name in the field.
Note: If your web browser is configured to use a display language that is not supported by Portfolio and you have chosen to display the Admin console in a language other than the default language (en_US), the language that displays in the drop-down list of supported languages defaults to US English.
If a localized name already exists for a specific language, the software displays that language name differently in the drop-down list. When you enter a localized name for a specific language, the language name appears with a “++” suffix. If you clear the localized name for a specific language, the software displays the language name without the different formatting.
Type
Specifies whether the button performs an Portfolio search or opens a web page (within or external to Portfolio). You have these options:
Element | Description |
---|---|
Search URL |
Specifies the URL for a search within Portfolio. |
External URL - New Page |
Specifies the Internet address for a web page outside of Portfolio. The new page will open in a new tab or new window, depending on the user's Internet browser or browser settings. |
External URL - Framed |
Specifies the Internet address for a web page outside of Portfolio. The new page will open in an iframe within Portfolio. The iframe is configurable in CSS. Note: Some web pages (such as Facebook, Amazon, and Google) and their search results are restricted by their authors from inclusion in framed URLs. Including a restricted web page only displays a blank screen. |
Search URL
Specifies the criteria for the search that the button launches. The search criteria is represented by the URL that accompanies the search results. For more information about formulating the Search URL, see Creating a search URL.
Note: Search URL is present only when the Type selected is "Search URL"0.
Link URL
Specifies the URL to a page either inside or outside of the Enterprise system. This may be a room within Enterprise, a page on the library site, or a page outside the library website.
Important: You must include the entire URL, including "http://".
Note: Link URL is present only when the Type selected is "External URL - New Page" or "External URL - Framed".
Display Type
Specifies the way that the Quicksearch button link is displayed. You have these options:
Element | Description |
---|---|
Default Icon |
Lets you select the image from a list of default item format images. (See "Default Icons" below for more information.) |
Custom Icon |
Lets you upload an image that can be used for the icon. (See "Icon/Image Path" below for more information.) |
Text |
Lets you insert hyperlink text instead of an image for the link. (See "Display Text" below for more information.) |
Default Icons
Lists the icons that you can choose from for the button. Each image in the list is an image for an item format. When you select an icon, it displays the image to the right of the list.
Icon uploading
You can choose Icon/Image Path to upload an image to use for the Quicksearch button. The image can be any size, but it will be scaled down to 35 x 35 pixels when it is inserted in the Searching interface.
After you upload a file to the /custom/quicksearch/ directory on the Portfolio server, the relative path to that file on the Portfolio server displays in the Uploaded File URL field. You can then copy and paste that path into the entry fields on this page. Using this method, you can quickly upload files for styles, banners, logos, patron help, or page content. To use existing files, click See all uploaded files to go to the firectory listings page. You have these options:
Choose File
Lets you browse for a file to upload to the Portfolio server. Click Choose File to display the file browsing window. After you select a file to upload, Portfolio displays the filename in the entry field.
Important: Uploading a file with the same name as a previously uploaded file will overwrite the previous file. Administrators who have multiple profiles on an instance should use a naming convention for files on each profile to prevent confusion and overwritten files.
Upload
Copies the specified file to the /custom/quicksearch/ directory on the Portfolio server. Any files that you upload will remain on the server until they are deleted from the /custom/quicksearch/ directory. After you upload the file, the relative path to the uploaded file on the Portfolio server displays in the Uploaded File URL field.
Important: If you upload an HTML file that contains images, JavaScript, or CSS, you must separately upload those elements into the /custom/quicksearch/ directory.
Uploaded File URL
Displays the relative path as a link to the uploaded file on the Portfolio server. You can then do either of the following:
- Copy and paste the path into the entry fields on this page.
- Click the path to display the contents of the file in a separate window.
Note: Each time you upload a file, its relative path replaces the relative path of the previously-uploaded file in this field. To see a list of all files that have been uploaded and have not been deleted from the server, click the path displayed in the See All Uploaded Files field.
See All Uploaded Files
Displays the /custom/quicksearch/ directory path in which the uploaded files are placed on the Portfolio server. Click the path to display a list of the files in the /custom/quicksearch/ directory on the Directory Listings page. You can use this page to delete files from the directory.
Note: Only a user with admin privileges can access the Directory Listings page.
Display Text
Lets you enter the text that displays as the link to the search or page. You can format the text by including standard HTML tags. Be careful to include both the opening and closing tags.