Fields: Configure Custom Page Elements

Profile

Displays the name and language of the profile for which you are configuring custom page elements.

Autofill Data From

Lets you copy the previously-defined values from any language. The list of languages that you can choose from is based on the languages that are configured for that search profile. The languages that display in the list are only those languages that have localized values defined.

Select the language from which you want to copy values, then click Autofill.

Note: If custom page elements are not configured for any other languages, this field and the Autofill button are inactive.

Note: You cannot select to autofill values from the current language.

To modify the languages configured for this search profile and change the language options in the drop-down list (such as adding or removing a specific language as an option), click Previous on the Configure Custom Page Elements page to return to the Choose Profile Language page. For more information, see Configuring languages for a search profile.

Clear Field Values

Clears any values in all Custom Page Elements fields for the selected language. This also clears any previously entered data and resets any settings to the default.

Preview

Click Preview to display your custom page content in a browser window. The preview page displays the display elements as they will appear when deployed. From the Preview page, you can click Back in your browser to return to the Configure Custom Page Elements page.

Theme

Specifies the theme you want to apply to this search profile.

By default, the software includes some pre-configured themes, including those to match existing SirsiDynix products such as EPS and Horizon Information Portal.

To create a new theme and add it to the Theme drop-down list, click Add Theme. For more information, see Creating a new theme.

Note: The Add Theme link does not display if you do not have privileges to add themes.

By default, any new theme that you create will be automatically selected as the theme for the search profile that you are customizing.

Custom CSS (Desktop)

Specifies the relative or absolute URL (up to 256 characters) of the custom CSS file for the desktop version that you want to apply to this search profile. The URL points to the location where the CSS file is stored.

CSS files allow you to further customize the look and feel of page elements. This file is specifically for the desktop version.

Important: The root of relative URLs depends on your server configuration. Check with your system administrator for help with relative URLs.

Custom CSS (Mobile)

Specifies the relative or absolute URL (up to 256 characters) of the custom CSS file for the mobile version that you want to apply to this search profile. The URL points to the location where the CSS file is stored.

CSS files allow you to further customize the look and feel of page elements. This file is specifically for the mobile version.

Important: The root of relative URLs depends on your server configuration. Check with your system administrator for help with relative URLs.

Custom JavaScript URL

Specifies the location of a custom JavaScript file. A custom JavaScript file is any custom JavaScript code, written specifically for your library, that you want to load when Searching is displayed for a specific profile. Custom JavaScript will also load when patrons view the detail display for a library item. Using custom JavaScript code allows you to integrate additional content from content providers such as Google Books, GoodReads, or Library Thing for Libraries into Portfolio.

You can declare a function called "customJavaScript" if you want your custom javascript to run after the entire page has loaded and is ready to be manipulated. Although you could declare javascript outside of that function it would be run at the time that it loads, and there is no guarantee that the elements you are attempting to manipulate will have loaded on the page.

You can also declare an additional function you called customDetailJavaScript that runs on item detail pages, both modal and non-modal. This should accept a single integer parameter that represents the index number of the detail on the page.

For example:

function customDetailJavaScript(detail) {

  alert($$('#isbn'+detail).value);

}

This sample code displays a popup after the detail has loaded that contain the ISBN number of the item in the detail.

If you would like the same script to run on your detail page and other pages, you can declare a function like such as the following:

function customDetailJavaScript(detail) {

  customJavaScript();

}

However, keep in mind that this would cause the custom javascript to re-execute each time a detail modal window opens.

Enable Patron Help Link

Specifies whether or not to enable patron help for a specific profile.

When you enable this feature, a Help link will display when users access that search profile. Clear the checkbox to turn off patron help for a profile.

Portfolio delivers basic Help content. If you want, you can create and upload your own Help, or host it on another server. For more information, see Setting up patron help.

This feature is automatically enabled for all delivered search profiles. It is also automatically enabled when you add a new search profile.

Custom Help URL

Specifies the URL (up to 256 characters) of your custom patron help.

You can create Help in any format your patrons can access (for example, HTML or PDF). If you host your Help on another server, your Custom Help URL would be something like:

http://library.example.com/searchhelp.html

If you choose to upload your Help to the Portfolio server, your Custom Help URL would be something like:

/custom/web/searchhelp.html

Note: The Custom Help URL field is enabled when Enable Patron Help Link is selected. If you clear Enable Patron Help Link, the Custom Help URL field will be disabled.

Note: Custom Help URL is optional. If you enable patron help link, but do not enter a Custom Help URL, the delivered patron help will display.

For more information, see Setting up patron help.

Library Information

Lets you create the content that will appear in the Library Information link in the profile header. The Content Area Editor is a WYSIWYG, HTML editor that works as a basic word processor. You can author in the graphic mode or change to the HTML mode to create and edit content.

Important: If you do not want the Library Information link to display, make sure the Content Area Editor is empty.

The buttons along the top of the editor give you quick access to various commands, most of which are common to HTML editors or word processors. You can use these command buttons:

Option	Description
Undo	Undoes the last action you made in successive order.
Redo	Redoes the last action you made in successive order.
Select text color	Lets you specify the color of the selected text.
Select background color	Lets you specify the color of the background.
Indent	Indents a selected paragraph or group of paragraphs.
Outdent	Moves a selected indented paragraph or group of paragraphs back out to the margin.
Align left	Aligns the content with the left margin.
Align center	Centers the content between the margins.
Align right	Aligns the content with the right margin.
Justify	Distributes the text evenly between the margins.
Cut	Cuts selected text and puts it on the clipboard for pasting.
Copy	Copies selected text and puts it on the clipboard for pasting.
Paste	Pastes the content of the clipboard directly into the editor at the insertion point. Because of differences in format, if you copied the content from a different program, the results of the paste may not be what you expect.
Paste as Plain Text	Strips any formatting from the contents of the clipboard as it pastes it into the content area editor. Formatting codes from other applications can cause the HTML to format improperly.
Emoticons	Opens a menu of emoticons that you can add to the content.
Bold	Applies a bold format to selected text.
Italic	Applies an italic format to selected text.
Underline	Underlines selected text.
Strikethrough	Crosses out selected text by drawing a line through it.
Subscript	Adds very small letters just below the line of text.
Superscript	Adds very small letters just above the line of text.
Source Code	Opens the content in a text editor so you can work directly with the HTML code. Important: If you use the HTML editor, it saves the code according to its preferred HTML style, which may change how you want the content to be displayed. This may also happen when you switch from the HTML editor to the WYSIWYG editor. If you need to ensure that the editor does not change the raw HTML code, use the HTML link at the top of the content area.
Bullet list	Lets you create an unordered (bulleted) list.
Numbered list	Lets you create an ordered (numbered) list.
Insert/edit image	Lets you specify the location and properties of an image file. All images must be identified by a URL. After inserting the path to the image, you can define appearance of the image in the text (a preview pane displays how the settings affect the image and text).
Insert/edit media	Lets you specify the location and properties of a media file. All media must be identified by a URL or embed code. After inserting the path to the file, you can define the dimensions of the media file.
Anchor	Specifies the location of an anchor in the current content area that you can link to from within the same area.
Insert/Edit Link	Lets you define a link to another web page. The page may be within or outside your system. Many of the settings require a good knowledge of HTML formatting
Remove link	Disables and removes the settings for the current link.
Paragraph style	Lets you choose the style of the selected paragraph.
Font Family	Lets you specify the style of the font for selected text.
Font sizes	Lets you specify the font size for selected text.

Image URL

Specifies the path (up to 256 characters) to the image file that appears in the log in dialog box. The URL can reference any image on the Internet, or you can upload the image using the File Uploading utility, and copy the URL to the Image URL field.

Preview Image

Displays the image at the size it will appear in the Login dialog box.

Adjust Image Size

Specifies the size of the image as a percentage of the actual size. The slider can be adjusted between 5% and 100%. As you move the slider, the image resizes to show you the size the image will be when displayed in the login dialog box.

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/web/ directory on the Portfolio server. Any files that you upload will remain on the server until they are deleted from the /custom/web/ 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/web/ 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/web/ 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/web/ 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.