| The following are suggested
areas of customization to the user interface of PHAROS 1.0 as shipped.
While
Pharos is designed to be configurable for the resources and services at
the individual campus, it is important that it be recognizable as a CSU
systemwide library service with a look and feel familiar to students and
faculty across the CSU.
Marvin Pollard will be providing assistance in the local configuration
of the Pharos 1.0 screens. This information is provided to CSU library
staff to initiate the decision making process that is part of the initial
set up Pharos.
Note: when editing files used in Pharos always
use a text editor, such as Notepad or Wordpad. Files must be saved as text
files, but the file extensions must remain unchanged. For example: template
files have the naming convention Long.tem
A. Quick Search
Page Setup:
This section if based upon
the following page:
http://Pharos.calstate.edu/
[Authentication required: User ID
= 111111111 Last Name = Test
A1. Customize the Banner. 
You may replace the file placeholder.jpg,
(it has the "CSU" logo) which appears on the right of main banner files,
with your own (such as as campus or library) logo. The placeholder.jpg
file is 50 pixels high by 90 pixels wide. Pharos
uses this image as a navigation device. When a Pharos user traverses a
link; 856 url or Web-pass through search, to another web site, using Netscape
Navigator, he or she can click on this image to immediately return to the
screen in Pharos that he or she used as a launching point.
Implementation: Edit the HTML in banner.shtml,
which you will find in D:\Webpac1.3. Your own logo file should reside
in the D:\Webpac1.3\Images\banner folder.
A2. Choose an Exit destination.
Choose an [exit] destination that
the user will be taken to when the ![[exit]](e_on.gif)
link on the top banner is clicked. Most libraries choose their home page
Implementation: Modify the HTML of banner.shtml
to include a link to the URL of your chosen exit destination.
<td width="45"><a href="http://uias.calstate.edu/uias.shtml"
target="_top" onmouseover="swtch('3','exit')" onmouseout="restoreImage('exit','images/banner/e_off.gif');"><img
src="images/banner/e_off.gif" name="exit" alt="Click here to go to the
UIAS Web Site" border="0" WIDTH="45" HEIGHT="20"></a></td>
A3. Choose Information Resources
for "All Databases and Library Catalogs"
Change the listing of databases
on the page all_databases.shtml to match those proprietary databases
accessible to your campus community. This is meant to be listing of all
of the resources you wish to include in your PHAROS universe. These can
be both Z39.50 services and non Z39.50 services. This can also include
library catalogs: individual CSUs, the union catalog, and Z39.50 compliant
library catalogs outside of the CSU.
Libraries will
want to identify which of their licensed databases are available via Z39.50.
Click
here for the list of databases currently available in Pharos.
A list of OCLC's
FirstSearch databases available via Z39.50 can be found at: http://www.oclc.org/oclc/man/z39.50/database.shtml
Siliverplatter
has a list of databases available via Z39.50 at [This link is not available
9/21/1999]:
http://www-lon.silverplatter.com/~denisl/z3950-fieldinfo/
EBSCO, IAC,
OVID as well as many libraries also offer Z39.50 access to their databases.
Coming Soon: Encyclopedia Britannica plans to offer Z39.50 access to EB
Online.
The Library
of Congress is the Maintenance Agency for Z39.50. Visit the Z39.50 Home
page at: http://lcweb.loc.gov/z3950/agency/
Implementation: Modify the HTML of all_databases.shtml
as appropriate. You will find all_databases.shtml in the D:\Webpac1.3
folder. See: A-15 Remote Patron Authentication.
A4. Choose Information Resources
for "Quick Search".
4a. Decide on which databases
(these
must be Z39.50 services) are to be searched (and in what order)
when a user selects the default "Quick Search". Which few select electronic
resources are best for this "quick and dirty" search? We
recommend 2-5 sources, including your local catalog and a few interdisciplinary
databases. [note: support for non Z39.50 sources is expected to be available
later.]
Implementation: Change the default databases listed
in menu.shtml, which you will find in the D:\Webpac1.3 folder.
Example:
<INPUT TYPE="hidden"
NAME="SCMD" VALUE="new -broadcast -access sacramento,,academicft,,ebsco,,articlefirst">
A4b. Depending on the databases
you chose for 4a above, you may wish to modify the explanatory text
on the Quick search page. The default reads: "Find books, articles, web
sites, etc."
Implementation: Change the HTML text in menu.shtml,
which you will find in the D:\Webpac1.3 folder.
Example:
Unless you change the default settings, Pharos Quick search will look
for books, articles, and Web sites in Journal Access Core Collection, JACC
Online, EUREKA, InfoTrac Expanded Academic, and FirstSearch Article 1st.";
A5. Choose Information Resources
for "Databases" Search.
Decide on which databases (and in
what order) are to be searched in the "Databases" option under "Select
One... " This search is intended for the most
heavily used Z39.50 sources; this can be used by advanced searchers.
Implementation: Change the HTML text in menu.shtml,
which you will find in the D:\Webpac1.3 folder.
Example:
<SELECT NAME="D1" onFocus="this.form.R1[1].checked=1;">
<OPTION value="http://www.altavista.com/cgi-bin/query?pg=q&kl=XX&search=Search&q=">Alta
Vista </OPTION>
<OPTION value="http://www.askjeeves.com/AskJeeves.asp?spellcheck=on&ask=">Ask
Jeeves </OPTION>
<OPTION value="top.agricola">Agricola </OPTION>
<OPTION value="top.articlefirst">Article First </OPTION>
<OPTION value="top.booksinprint">Books in Print </OPTION>
<OPTION value="http://205.163.217.186:5080/webpac/searchtest.cgi?rs=britannica&SEARCHTEXT=">Britannica
Online </OPTION>
<OPTION value="top.cinahl" >CINAHL FirstSearch </OPTION>
<OPTION value="top.contentsfirst" >Contents
First </OPTION>
<OPTION value="top.oclceco" >Electronics Collection
Online </OPTION>
<OPTION value="top.academicft">INFOTRAC </option>
<OPTION value="top.ebscodemo">JACC OnLine </OPTION>
<OPTION value="top.ebsco" SELECTED>Journal
Access Core Collection </OPTION>
<OPTION value="top.gpomonthly">GPO Monthly
Catalog </OPTION>
<OPTION value="top.medline" >Medline </OPTION>
<OPTION value="top.mlabib" >MLA Bibliography </OPTION>
<OPTION value="top.netfirstnfs" >NetFirst 4.0 </OPTION>
<OPTION value="top.proceedfirst">Proceedings
First </OPTION>
<OPTION value="top.socabstr">Sociological Abstracts </OPTION>
<OPTION value="">____________________</OPTION>
</SELECT>
A6. Choose Library Catalogs for the
"Library Catalogs" Search.
Decide on which library catalogs
(and in what order) are to be searched in the "Library Catalogs" option
under "Select One... "
Implementation: Change the HTML text in menu.shtml,
which you will find in the D:\Webpac1.3 folder.
Example:
<SELECT NAME="D2" onFocus="this.form.R1[2].checked=1;">
<OPTION VALUE="top.csl">California
State Library </OPTION>
<OPTION VALUE="top.melvyl">UC
Melvyl </OPTION>
<OPTION VALUE="top.melvylpe">UC
Melvyl Periodicals </OPTION>
<OPTION VALUE="top.worldcatnfs">OCLC
Worldcat </OPTION>
<OPTION VALUE="top.bakersfield">Bakersfield </OPTION>
<OPTION VALUE="top.chico">Chico </OPTION>
<OPTION VALUE="top.dominguez">Dominguez
Hills </OPTION>
<OPTION VALUE="top.fresno">Fresno </OPTION>
<OPTION VALUE="top.fullerton">Fullerton </OPTION>
<OPTION VALUE="top.hayward">Hayward </OPTION>
<OPTION VALUE="top.humboldt">Humboldt </OPTION>
<OPTION VALUE="top.la">Los
Angeles </OPTION>
<OPTION VALUE="top.longbeach">Long
Beach </OPTION>
<OPTION VALUE="top.maritime">Maritime
Academy </OPTION>
<OPTION VALUE="top.monterey">Monterey </OPTION>
<OPTION VALUE="top.northridge">Northridge </OPTION>
<OPTION VALUE="top.pomona">Pomona </OPTION>
<OPTION VALUE="top.sacramento"
SELECTED>Sacramento </OPTION>
<OPTION VALUE="top.sanbernardino">San
Bernardino </OPTION>
<OPTION VALUE="top.sandiego">San
Diego </OPTION>
<OPTION VALUE="top.sanfrancisco">San
Francisco </OPTION>
<OPTION VALUE="top.sanjose">San
Jose </OPTION>
<OPTION VALUE="top.sanluis">San
Luis Obispo </OPTION>
<OPTION VALUE="top.sanmarcos">San
Marcos </OPTION>
<OPTION VALUE="top.sonoma">Sonoma </OPTION>
<OPTION VALUE="top.stanislaus">Stanislaus </OPTION>
<OPTION>____________________</OPTION>
A7. Help Text in Pop ups.
Review the text of the Javascript
based pop ups that appear when the information icons 
are clicked. The pop ups have a limitation of 255 characters. [Note:
popups can be disabled if you wish to accommodate lower version browsers]
Implementation: Edit the javascript text that appear
in menu.shtml, which you will find in the D:\Webpac1.3 folder.
There are 6 different Popup Help screens
Example:
else if (code == 3) msg = "Quick Search simultaneously searches Journal
Access Core Collection, JACC Online, EUREKA, InfoTrac, and FirstSearch
Article 1st.";
A8. Help Text
in the help files..
In addition
to the text in the pop ups (see number 7, above) there are several help
files linked from the left column:
| filename |
Content |
| about.shtml |
About PHAROS, FAQ, NEWS |
| tips.shtml |
Tips for finding books, articles, and web sites |
| pharostour.shtml |
Interactive Tour of PHAROS |
| help.shtml |
WebPAC searching screens |
You may wish to edit these as desired.
Implementation: Change the HTML
text in the files as needed.
A9. Subject Areas.
Review the Subject areas in the
left column. The left column of the Quick Search page may require some
editing: Of the "Subject Areas", only the Business link is installed. It
leads to business.shtml, which then branches out to other business
related pages. business.shtml and these other pages are intended
as a example of what can be done with a subject area page. Other subject
areas do not lead to anything at this time. Any or all of the subject area
links can be removed from user view as desired.
Implementation: Edit the HTML text on Business.shtml.
An easy way to do this and to preserve the text for future use is to turn
the text into comments: place <!-- before the text string and --> at
the end of the text string.
A10. The "Ask A Librarian" link.
and The "Write Us" link
Both of these text items can be
edited for local preferences. Either of these could be used to link
to a page or be a "mailto" link. Some suggested uses:
a. The "Ask A Librarian"
link
could be used to link to a page that describes other user options for help
(local phone numbers, ref desk, list of subject specialists, etc.)
If you have it link to a pre-existing page, you may wish to edit
that page to include a "PHAROS" or "return to PHAROS" link.
b. The "Write Us" link
could be used as a "mailto" link to the Pharos
Liaison for your campus.
Implementation: Change the HTML text in menu.shtml,
which you will find in the D:\webpac1.3 folder.
A11. Call number Display in Brief
Displays.
In Library Catalog searches, the
brief display is set to not display
the call numbers. Call number display can produce too lengthy a display
if there are multiple call numbers for the same item. This option
can be modified to each library catalog you would like. Please contact
Marvin Pollard to make arrangements for this change. Note the Union Catalog
does NOT display call numbers.
Implementation: Call marvin to discuss changes to the
display of information in the Brief display.
A12. Integrate local web pages
These can be locally mounted guides
to research, including Information Competence modules as needed.
Implementation: Check with Marvin. Adding links to existing
Information Competence pages is relatively easy to do in any Pharos pages.
These can be locally mounted guides
to research, including Information Competence modules as needed.
A13. Search
Argument "Pass through" to Web sources
At the bottom
of the search result pages for "no hits", "broadcast search results" and
"full view", four pull down options are offered:
<Web
search Engines and Catalogs>
<Search
Reference Materials>
<Search
Book Stores>
<Search
News & Health Sites>
When the user
selects one of these options, the search argument is passed onto the external
web site and the web site performs the search. You may totally delete this
feature or modify the lists of sites (and in what order they appear) as
you wish.
Implementation: Check with Marvin. This involves editing
the broadcastresults.tem, brief.tem, long.tem, artlong.tem, error.tem files.
These files contain sensitive javascript calls. .
A14.
If you don't enable RSS services. If you have not implemented RSS features,
the link in the banner from the graphic for "Item Requests" will be changed
to link to nothing. The mouse over will be changed to indicate Available
in the Future. PHAROS comes configured
to link to item_requests.shtml, which starts the process of requesting
an item.
Implementation: Check with Marvin. This involves editing
the long.tem, artlong.tem files. These files contain sensitive javascript
calls.
A15. Remote Patron Authentication
The Pharos Authentication system interoperates with your library's online
system patron database. Users who have had their information loaded or
manually entered into your local system and who do not have a blocked status
will be authorized to use licensed databases and , when your library makes
this service available, create requests for loans and copies of materials
available from other libraries and document fulfillment services.
The text on the authentication screen is customizable for your library.
The data entry fields depend, to a degree, on the type of local system
your library uses.
If Quick Search includes licensed databases, then this screen will need
to be protected. RPA will be configured so that ranges of IP addresses
used in the library or on the campus avoid the necessity of authenticating
when using licensed resources. Requesting items, however, will always invoke
the authentication challege.
Implementation: Check with Marvin. This involves creating and
editing the RPA resource files. The URL needs to be changed to point
to your Pharos Server. Z39.50 resources will have Pharos URLs. HTTP Resources
will have a variety of URLs.
These files are located in the D:\Program Files\Apache Group\Apache\cgi-bin\config
directory.
There is one file for each database that RPA controls.
Example:
VALID_PATRON = [http://Pharos.calstate.edu:5080/webpac/wgbroker.exe?new+-access+top.ebsco]
RESOURCE_DESCRIPTION = [EBSCO Academic Search Elite]
VALID_IP_LIST = [134.139.54.2-256,134.139.55.2-256,134.139.56.2-256,134.139.57.2-256,134.139.58.2-256,134.139.59.2-256,]
|
