Research guide exercises

Exercise 2: Create a new database

1. At the bottom of your page, click Add content -> Database
2. Select a language:
   • Language Neutral appears in both English and French database lists, but untranslated; this is probably never what you want
   • English: only appears in English database lists
   • French only appears in French database lists
3. Enter a title for your database: Social media - Name
4. Enter the URL for the database in the URL field. Ensure the URL doesn't have a session ID / won't time out in 24 hours, etc.
5. Enter a description for the database in the language you chose. This description gets displayed when a user clicks on the ? icon next to the database.
6. Check the Proxied? checkbox if it is a licensed database.
7. Click Save.
8. Check to see if it shows up on the database A-Z list.
   • Note: it takes an awfully long time to display when you're logged in, but is snappy for regular users
9. Go back and edit your database to ensure it is published.

Exercise 3: Find existing content

1. Click My Account. Your user account page displays.
2. Click Search content in research guides. The content search page appears.
3. Use the Type, Language, Published filters to narrow down your search.
   • Note: Searching by typing in the name is... not perfect.

Exercise 4: Trial databases

Turn your database entry into a trial database that times out next week.

1. Find your database.
2. Edit your database and enter a start and end date for the trial.
3. Save your changes and ensure your database shows up on the Resources -> Electronic resources -> Free trials page.

Exercise 5: Multidisciplinary databases

Add your database to the multidisciplinary list.

1. Find your database.
2. Edit the database by checking the Multidisciplinary checkbox.
3. Save your changes and ensure your database shows up on the Resources -> Electronic resources -> Multidisciplinary databases page.

Exercise 6: Create a custom database list

1. Click Add Content -> Database list.
2. Enter the title of the database list.
3. Use the slushbox widget to move entries to the right.
4. Save your work.

Exercise 7: Add a new translation

1. Find your database. If you set the language of your database, there is a Translate tab.
2. Click Translate -> Add translation. A copy of the database edit page opens.
3. The language will be set correctly, but you may have to edit the title, description, URL, etc.
4. Click Save.
5. Click Translate and notice that there is now a translation set.

Exercise 8: Create a new research guide

1. Click Add content -> Subject guide.
2. Enter the title of the guide.
3. Select the faculty, school, or department to which it belongs (or Service for a library service).
4. Select the language of the guide.
5. In Subject Guide Pages, add the list of tabs your guide needs.
6. By default, the guide is not published. Click Save.

Exercise 9: Set the layout for a tab of your research guide

1. Find your research guide. (Hint: My account)
2. The name of the active tab appears as a main heading on the page. Click the heading. The panel editing page opens.
3. Select a layout for your tab by clicking Panel layout.
   • The default is a single column layout.
   • Click the radio button above the layout you want, even if there is only one choice.

You have to set the layour for each tab in your guide. I know, right?

Exercise 10: Set the display style of a tab

1. From the panel editing page, click Panel content to add content.
2. Click Display settings in the top left corner and select Rounded corners.
3. Click Next.
4. Select Each pane from the drop-down list to apply the style to all panels on the tab.

Exercise 11: Add panels to a column

1. From the panel editing page, click Panel content to add content.
2. At the top left corner of each column header is a gear icon. Click gear icon -> Add content to add a panel. The Add content window opens.
3. Click New custom content to create a new panel. The Configure new custom content window opens.
4. Enter an administrative title: this distinguishes the panel from any other panel in search. Use Research guide name - Tab name - Panel name.
5. Enter a title: this is displayed to the user as the heading for the panel.
6. Add your HTML content using the WYSIWYG editor.
7. Clear the Use context keywords checkbox.
8. Click Finish. The Configure new custom content window closes. You are not yet finished.
9. Click Save to actually save your work.