Implementing the Customized Web Forms
ILLiad is a powerful request management tool. Although designed for ILL and document delivery request processing, GIST is designed to integrate acquisitions request processing into ILLiad's Document Delivery module. This allows acquisitions staff to more easily organize and manage purchase requests. Within ILLiad, users submit and track their requests using a web interface. GIST has customized this web interface to provide users with one-stop shopping for purchase requests and ILL requests. This enables users to easily recommend items for purchase and track the status of their requests.
When implementing the customized web forms, you can make the GIST features available to all users, or limit it to users with specific statuses (such as just faculty or librarians). You can also incorporate the GIST features into your existing ILLiad loan request form (which enables easy OpenURL purchase requesting), or you can create a standalone form solely for purchase requests.
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Testing the Webpages
Prior to implementing the GIST pages, you should consider testing them first to ensure that they work properly and appear as you'd like. It also allows you to test the pages with select users prior to a wide release, which can provide valuable feedback about the interface and workflow, and give you a chance for troubleshooting.
During installation, the following HTML files were extracted to your ILLiad web directory:
- LoanRequest-GIST_Tester
- EditLoanRequest-GIST_Tester
- BookChapterRequest-GIST_Tester
- EditBookChapterRequest-GIST_Tester
These files are status-specific web pages that allow you and/or select other ILLiad users to test the pages prior to going live with GIST. You can edit these pages without affecting any other ILLiad users. To begin testing, simply do the following:
- In the ILLiad client, open your own ILLiad user account and change your status to GIST Tester.
- Log into your ILLiad web interface and open your loan request form. You should see the new GIST interface.
You can now test and make changes to the interface without affecting other users. You may want to consider testing the interface with other library staff and/or a select group of faculty.
When you are finished testing, be sure to revert each test user's account back to its original status. Then, remove the -GIST_Tester suffix to make the pages available to all users (backing up and then replacing the existing pages), or see the following sections for creating status-specific or standalone pages.
Adding GIST Elements to Existing Pages
If you have already customized your web pages and do not wish to lose those changes, you can instead insert the GIST elements into your existing forms. Copy the following sections of code into your current pages:
Place the following between the <head></head> tags at the top of the page:
<link rel="stylesheet" type="text/css" href="GIST/css/GIST.css" media="screen" />
Place the following between the <body></body> tags at the bottom of the page:
<script type="text/javascript" language="javascript" src="gist/GIST.js"></script>
Place the following between the <body></body> tags where you would like pricing options to appear:
<div id="Pricebox">
<div class="form_head">Purchasing Options</div>
<div id="googlePricebox"></div>
</div>
Place the following between the <body></body> tags near your ISBN text field:
<input type="button" id="autoISBN" name="autoISBN" class="f-submit" value="Search ISBN" onclick="searchISBN(this.form)" />
Place the following between the <body></body> tags where you would like the GIST API widgets to appear:
<table class="widgets" id="widgets"> <input name="Location" type="hidden" id="Location" value="" /> <input name="CallNumber" type="hidden" id="CallNumber" value="" /> <input name="WantedBy" type="hidden" id="WantedBy" value="" /> <tr id="LoadingRow" align="center"><td> <div id="load_head" class="form_head">Data Loading...</div> <div class="progressBar"></div> </td></tr> <tr id="WorldCatRow" align="center"><td id="WorldCat"> <div class="form_head">Library Availability (WorldCat)</div> <div id="holdings_summary"></div> </td></tr> <tr id="GoogleRow"><td id="Google" > <div id="googlediv"> <div class="form_head">Google Preview</div> <span class="floatLeft" id="googleContents"></span> <span class="floatRight" id="googlePreview"></span> </div> </td></tr> <tr id="freedivrow"><td id="Free Options" > <div id="freediv"> <div class="form_head">Full Text or Audio for Free</div> <div id="free_info"></div> </div> </td></tr> <tr id="AmazonRow"><td id="Amazon"> <span id="AmazonData" style="display:none"> <input id="CitedPages" name="CitedPages" type="hidden" value="<#PARAM name="CitedPages">" /> <div class="form_head">Amazon.com Details <img id="AmazonImage" src="" alt="Cover Image" align="right" /></div> <div id="review_grabber"><b>Average Customer Review:</b> <img id="reviewimg" name="reviewimg" src="gist/images/blank.gif" alt="Amazon Star Review" /></div> <br /> <div id="Pricing"><a href="" id="amazondetail" name="amazondetail" target="_blank">Go to Amazon</a></div> <div id="AmazonPrice"></div> <div id="VendorPrice"></div> <div id="AmazonReview"></div> </span> <span id="AmazonNotAvail" style="display:none" ><div class="form_head">Amazon.com Details are not available...</div></span> </td></tr> </table>
Status-Specific Webpages
Status-specific webpages can be used for limit access to GIST features, or to tailor the feedback questions and GIST features to specific types of users. To do this, simply copy your existing LoanRequest.html form and save it with a -user_status suffix, where user_status is the status of only those users who you want to access the page (i.e. LoanRequest-faculty.html will only appear for users with faculty status).
For user statuses with multiple words, replace all spaces with underscores (i.e. LoanRequest-grad_student.html). If you have more than one status you want to limit GIST to, you will need to create a new page for each (i.e. LoanRequest-faculty.html and LoanRequest-librarian.html).
Once you have finished customizing your page, save a copy of it with the prefix Edit (for example, EditLoanRequest-Faculty.html).
In summary, you should have the following pages for each status:
- LoanRequest-user_status.html
- EditLoanRequest-user_status.html
Standalone Webpages
If you don't want to enable the GIST features on your existing ILLiad loan request form, you can create a standalone form that is solely for purchase requests.
First, copy your existing LoanRequest.html form and save it with a new name, making it sure it begins with GenericRequest (i.e. GenericRequestGIST.html).
Next, open this new page in an HTML editor or Notepad. Within the body of the page, ensure that the following code is present (replacing “GenericRequestGIST” with the name of your page):
<form action="illiad.dll" method="post" name="GenericRequestGIST”> <input type="hidden" name="ILLiadForm" value="GenericRequestGIST">
Enter the ILLiad Customization Manager and search for WebFormValues (which is also found under the Web Interface | Labels menu).
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Locate the three values for LoanRequest. Copy and save each one in turn, using the name of your page for the Formname (i.e. GenericRequestGIST instead of LoanRequest).
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Also in the Customization Manager, search for the WebValidation table (also found under the Web Interface | Validation menu).
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Copy and save the values for the LoanRequest form and save them using the name of your GenericRequest form as the Formname (i.e. GenericRequestGIST instead of LoanRequest). Do the same for the EditLoanRequest values.
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Once you have the forms created and the Customization Manager settings in place, you can now begin customizing the GenericRequest pages.
After you customize your pages, you must now make the form accessible to your users. You have the option of making this page available to all of your users, or just to users of select statuses (such as faculty).
To make the new page available to all users
Add the following code to your include_menu.html page (where “GenericRequestGIST” is the name of your page):
<a href="<#ACTION action="10" form="20" value="GenericRequestGIST">">Place a Purchase Request</a>
You can edit the “Place a Purchase Request” text to say whatever you’d like. But you cannot edit the action and form values.
(NOTE: Whenever users edit a request originally placed using this GenericRequest page, ILLiad will use the EditLoanRequest.html page. It is recommended, therefore, that if you create a standalone page available to all users, you update the EditLoanRequest.html to include the GIST customizations. Otherwise, users will be unable to edit their GIST feedback.)
To make the new page available only to certain user statuses
Save a copy of your include_menu.html page with a -user_status suffix, where user_status is the status of users that you want to access the page (i.e. to only let users with faculty status access the page, save the menu as include_menu-faculty.html). For user statuses with multiple words, replace all spaces with underscores (i.e. include_menu-grad_student.html).
Once the menu is created, add the following code to the new menu page (where “GenericRequestGIST” is the name of your page):
<a href="<#ACTION action="10" form="20" value="GenericRequestGIST">">Place a Purchase Request</a>
You can edit the “Place a Purchase Request” text to say whatever you’d like. But you cannot edit the action and form values.
(NOTE: Whenever users edit a request originally placed using this GenericRequest page, ILLiad will use the EditLoanRequest.html page. It is recommended, therefore, that if you create a status-specific standalone page, you also create a status-specific EditLoanRequest.html page that includes the GIST customizations. Otherwise, users will be unable to edit their GIST feedback.)
Example Web Form
Below is a screenshot of the customized web interface developed by SUNY Geneseo. You will notice that the item information, feedback, and options are contained in sections and that the GIST widgets are contained within the item information section. This form is the default LoanRequest.html form and is used for OpenURL requests. A standalone form specifically for purchase requests is also available, providing an additional option for users. Different forms will be utilized for faculty and students to better customize the feedback options.
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