INTEGRATIONS

Authentication
Book Jackets
Google Places
IP Whitelist
Reviews
Recommendations
Search

HELP TOPICS

Publishing Options and Expiration Dates
Workflows
Analytics
Callouts
Database Listings
Easy Forms
Events Management
Landing Pages
Link Checker
Location and Hours
Menus
My Theme
News Articles
Pages
People
Research Guides
Reserves
Resource Flows
Room Bookings
RSS Feeds
Sliders
Site Configuration

Social Media

Taxonomies

Using Search

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Stacks Help Manual

Step-by-step instructions on how to create, edit, and manage your Library website’s content and settings.

Integrations

Authentication

ILS integration works with III, Polaris, Sirsi, and SIP2-based systems. This integration enables “My Account” patron features including authentication, placing hold requests, cancelling hold requests, viewing items out, renewing items out, viewing fees and fines and viewing reading history when available. Only the ILS system selected from the Authentication System dropdown menu, will be deployed.

1. Choose the Authentication System from the dropdown

2. Enter the authentication credentials in the related tab below

3. Click 'Save Configuration' 

Book Jackets

Associate Book Jackets with elements that contain a data-cover-isbn attribute. The most common configuration is Syndetics. Multiple configuration URLs may be entered here, however only that which is selected in the Book Jacket Provider drop down will be applied.

1. Choose the appropriate Book Jacket Provider from the drop down menu

  • Generally, the Data lookup selectors will not require any editing

2. Enter the related configuration url in the tab below

3. Click 'Save Configuration' 

Google Places

To enable Google Places syncing within Stacks, you will need to have a Google Places API, and a Google Business listing. Similarly, Google Maps requires its own API Key.

These services are provided by Google, free of cost, up to a limit of 1000 requests per 24 hour period. By verifying the identity associated with the account (which requires a credit card), this limit may be increased to 150 000 requests per 24 hour period. Learn more about Google Places Usage Limits and Billing.

How To

Acquire a Google Places API Key

  1. Visit the Google Places API Web Service
  2. Log into Google
  3. Click the 'Get a Key' button
  4. Click 'Select or Create Project'
  5. Click + Create a New Project
  6. Provide a name for your project/API key
  7. Click 'Create and Enable API' 
    • You should now see your server/API key
  8. Copy the key and save it somewhere very secure

Create a Google Business listing for your location

  1. Visit Google my Business
  2. Search for your business by address or name
  3. If you find your business, click on its listing and check the box authorizing that you manage the business and agree to the Terms of Service
  4. If you do not see your business listing, click 'Add Your Business' 
  5. Complete the fields provided, clicking the 'Continue' button as required

NOTE: You will need to verify your Google Business account prior to using it's API key. As this is done by mail, it's important to take that delay into account.

Enable Google Places Integration

1. Enter your Google Places API key

2. Test the key: query a location with a known Google Business listing such as EBSCO

Enable Google Maps integration

1. Enter your Google Maps API key

    IP Whitelist

    Create and manage IP Whitelists for Database Listings access. A Whitelist may be set as either a range of IPs, or as a single address. There is no limit on the number of Whitelists which may be defined.

    How To

    Whitelist a range of IPs:

    1. Enter the first IP in the IP Start field
    2. Enter the last IP in the range in the IP End field
    3. If all Whitelists have been configured, click SUBMIT

      Whitelist a specific IP

      1. Enter the IP in both the IP Start and IP End fields
      2. If all Whitelists have been defined, click SUBMIT

      Recommendations

      Manage your NoveList Select API Key to enable reader-focused features such as reading recommendations.

      1. Enter the NoveList User ID
      2. Enter the NoveList Password
        • This password is required in order to make requests of the NoveList server
      3. Click SUBMIT

      Reviews

      These Reviews will appear in your item details on search results, when available. Though only one set of credentials is required, you may choose to configure both APIs. Doing so will allow Stacks to pull reviews from either or both sources, when available.

      Search

      Stacks provides patrons with up to six Search options from one simple search bar. These options may include Website, EBSCO API, External Catalog, and customizable Stacks Bento searches. Once search options are configured, Patrons may save their search results for future reference (Saved List).Stacks provides four Search types: Internal, EBSCO EDS, External, and Bento. Any combination of these search functions may be made available to patrons.

      • Internal searches will scan the content of your entire Stacks site for results. Ebsco EDS Search seamlessly returns search results, particularly if catalog/OPAC items are included in the Discovery profile. Results are displayed directly within the Stacks interface, rather than sending patrons to another website. Stacks can augment these results with commonly used subscription content such as ChiliFresh or Baker and Taylor reviews, or NoveList Select recommendations.
      • External Catalog searches may be configured to redirect patrons to any external catalog or OPAC (EDS Native, Polaris, Sirsi, III, Evergreen, OCLC WorldCat, Koha, ExLibris, Bibliocommons, VuFind, etc.). Up to three of these catalogs may be added to the search bar at a time.
      • Stacks Bento can allow a user to search the website’s content, the OPAC, and EDS simultaneously! Search results can be grouped into individual blocks and configured to display a specific number and type of result
        Example: the library may choose to display “everything” from EDS, only "books" from the catalog, and “Events” and “News” items specifically from the website

      How To

      Configure Search

      1. For each of the Search Form Options provide a logical name which will be displayed as the search type

      2. If setting an External Search, choose the source catalog

      • You may choose up to three external search options
      • f you have chosen EDS Native, refer to the Configure EDS Native Search later in this section

      3. Ensure that the credentials associated with any selected search option are provided in the related tab below

      4. Select the Default Search on Form from the dropdown

      5. Click SAVE CONFIGURATION to apply the changes

      NOTE: Selected search types appear in the search dropdown, available to patrons.

      config_search-04.png

      Configure an EDS Native Search

      How you choose to configure EDS Native Search can directly affect the search’s behavior.

      1. At a minimum, provide the Base URL, Profile, and all credentials for IP, Guest

      2. Allow for Patron authentication by providing the UID credentials

      NOTE: If SSO is checked, it will override both UID and IP, Guest

      Configure a Bento Search

      A “Bento” search displays results sorted by item type. These results are grouped together in Bento “boxes”, for easier navigation by patrons. You may choose to include just one results type, such as "Books", or many types such as "Books", "Academic Journals", "dvds", etc.

      1. After choosing Bento as a search option in Integrations, navigate to the multisearch page

      • Your library’s url + /multisearch eg. www.MyLibrary.com/multisearch

      2. Click CUSTOMIZE THIS PAGE at the bottom of the window

      3. Click the + button in the top-right corner of the panel you would like to add the Bento search to

      4. Click BENTO SEARCH

      5. Click ADD A BENTO BOX

      6. In the Select a Bento Box field, select the results type(s) to display

      7. Enter the number of preferred search results to display

      bento-3.png

      8. Click FINISH to create the Bento Box

      9. Continue adding Bento Boxes as needed

      10. Click SAVE

      Content Moderation and Workflows

      Most Stacks features include Content Moderation. This feature leverages the permission levels set when assigning user roles to library staff, including Administrators, Moderators, Editors, and Contributors. In general, each of these roles may create content, however this content must be passed through the workflow by either an Administrator or Moderator. This ensures that content may be freely created, while managing the quality, quantity, and timeliness of the content which appears on your library’s site.

      • There are four Workflow states:
        • Draft
        • Needs review
        • Reviewed
        • Published
      • Any user can set the workflow of their own content to Draft or Needs review; only Administrators and Moderators may advance the workflow through the Reviewed and Published states.
      • Content will only appear to Patrons or unauthorized users once it’s Workflow has been set to Published.
      • The workflow state should be set appropriately any time content is created or edited

      Publication Options and Expiration Dates

      Stacks allows users to associate an Expiration Date and certain other publishing attributes with most content they create. Setting an Expiration Date allows you to schedule the removal of content; this can be particularly helpful when planning seasonal or time-sensitive content. Eg. Schedule Back to School-themed content to expire on October 1st, or for content related to a program to expire once the program is complete.

       

      Depending on the user’s role, they may have the option to also choose whether to publish the content immediately, publish it to the front page, or ensure the content “sticks” to the top of any list.

      Analytics

      Configure your Stacks site’s analytics, including Google Analytics

      Configure Google Analytics

      Stacks allows you to configure your Google Analytics settings without leaving this Dashboard. This requires that a Google Analytics account has already been established for your library.

      1. Under General Settings, enter your Web Property ID
        • Google refers to this as the Tracking ID
        • This can be found through your Library’s Google Analytics properties menu

      2. Configure the Tracking Scope settings

      1. Domains
        1. Select whether you are tracking a single domain, a domain with multiple subdomains, or multiple top-level domains
        2. IF you select Multiple top-level domains, provide the list of those domains, one per line

      2. Pages

      3. Roles

      4. Users

      5. Links and Downloads

      6. Messages

      7. Search and Advertising

      8. Privacy 

      3. More advanced users may choose to:

      1. Create custom dimensions

      2. Create custom metrics

      3. Enable a locally caching tracking code file

      4. Enable debugging

      4. Click SAVE CONFIGURATION

      Callouts

      Callouts are visual bookmarks which highlight special events, a particular section on the site, a set of services, etc. Callouts are generally displayed with a title and image as well as optional links.

      How To

      Create a Row of Callouts

      1. Click ADD NEW
      2. Add a Title to describe your row of Callouts

      3. Click on Callout 1 to expand its fields

      4. Add a short descriptive Title, an Image, a Description and the URL to which users should be directed after clicking on the Callout

      • Images must be exactly 800 x 600 pixels, and no larger than 2 MB

      5. To include additional links at the bottom of a Callout, include a Title and the URL for the link

      6. Additional links can be added by clicking on ADD ANOTHER ITEM, and repeating Step #5

      7. Repeat Steps #3-6 until all of your Callouts have been created

      • You may choose to create between one and four callouts. Changing the number of Callouts may change the way they are displayed within panels.

      8. The content which forms the Row of Callouts can be previewed by clicking on the PREVIEW button at the bottom of the window

      • This preview is NOT formatted as it will be on your website. It does provide you with a complete list of all images, links, and the title and description.

      9. You can either continue editing your Callouts by scrolling further down the page, or continue to the bottom to save or cancel

      10. Click SAVE to complete the row of Callouts

      Edit a Row of Callouts

      1. Locate the Row of Callouts you would like to edit from the list of Callouts

      2. Click EDIT to the right of the Row of Callouts to be edited

      3. Make any necessary changes to the Row of Callouts

      4. Click on the SAVE button to save your changes

      Delete a Row of Callouts

      1. Locate the Row of Callouts you would like to delete from the list of Callouts

      2. Click DELETE to the right of the Row of Callouts to be deleted

      3. Click the DELETE button to confirm the removal of this Row of Callouts

      Database Listings

      Create an online index of external databases on your Library’s website

      How To

      Create a Database Listing

      1. Click ADD NEW

      2. Add a descriptive Title that will be easily identified by patrons

      3. Optional: Provide a brief Description of the database listing

      db-listings-2.png

      4. Optional: Click BROWSE to add an Image to the Database Listing

      5. Set a Category for the Database Listings and check whether the Database should be Featured

      6. Add your proxy URL in the URL field

      7. Optional: Set an Expiration date for the Database Listing

      • On that date, Stacks will remove the Database Listing from any page it may have been added to

      8. Click the SAVE button to add your Database Listing to your Library’s website

      Edit a Database Listing

      1. Locate the Database Listing you would like to edit from the list

      2. Click EDIT to the right of the Database to be edited

      3. Make any necessary changes to the Database Listing

      4. Click on the SAVE button to save your changes

      Delete a Database Listing

      1. Locate the Database Listing you would like to delete from the list

      2. Click DELETE to the right of the Database Listing to be deleted

      3. Click the DELETE button to confirm the removal of this Database Listing

      Directory Listings

      Manage searchable listings of people, places, or resources (things) including relevant contact information and hours of availability

      How To

      Create a Directory Listing

      1. Click ADD NEW

      2. Click BROWSE under Picture to include an image associated with the listing

      3. Select the type of directory listing from the Type dropdown: Person, Place, or Thing

      4. Enter the Name of the listing

      • For a Person, this would be their first names and/or initial
      • For a Thing or Place, this would be it’s name eg. Mac Book Pro

      5. Enter the last name of the person in the Last name/Secondary name field

      • For a Person, this would be their last name
      • For a Thing or Place, this can either be a secondary name, or a brief descriptor eg. Limited Edition or Student Laptop

      6. Optional: Complete these fields only if the are relevant to the listing

      • Phone number
      • Job title
      • Department
      • Location
      • E-mail
      • Description

      7. Expand the Hours of operation accordion

      • Provide the hours during which the Person, Place, or Thing is available

      8. Expand the Social media accordion to provide the credentials for any associated social media accounts

      9. Click SAVE

      Edit a Directory Listing

      1. Locate the Directory Listing you would like to edit from the list

      2. Click EDIT to the right of the Directory Listing to be edited

      3. Make any necessary changes to the Directory Listing

      4. Click SAVE

      Delete a Directory Listing

      1. Locate the Directory Listing you would like to remove from the list

      2. Click DELETE to the right of the Directory Listing to be removed

      3. Click DELETE to confirm the removal of this Directory Listing

      Easy Forms

      Create surveys and polls with ease, and manage your results.

      How To

      Create an Easy Form

      1. Click ADD NEW

      2. Add the Title of the form 

      3. Include any content that will be display before the form fields in the Body WYSIWYG editor

      • This might include a description of the form, or instructions for use, for example

      4. Click the SAVE button to move on to adding form elements

      5. To add fields, click on the field type in the Add a field toolbox
      or 
      Drag the field from the toolbox into the Form preview window

      • Fields can be reordered by dragging them upwards or downwards within the Form preview window

      6. To view the properties of a field, click on the field within the Form preview window

      Edit an Easy Form

      1. Click EDIT to the right of the EasyForm to be edited 

      2. Make any necessary changes to the Easy Form

      3. Click SAVE

      Delete an Easy Form

      1. Click DELETE to the right of the Easy Form to be deleted 

      2. Click DELETE

      Events Management

      Manage all your events and program listings with online registration

      How To

      Create an Event Listing

      1. Click ADD NEW

      2. Enter the name of your event in the Title field

      3. You have the option of entering only a start date/time or both a start and end time. To include the end time, make sure the Show End Date checkbox is checked

      4. If your event will be repeating, check the Repeat checkbox

      5. Choose whether the event will be set to repeat daily, weekly, monthly, or yearly from the Repeatsdropdown box

      6. Complete the fields to set the repeating schedule, including when the event should stop repeating

      7. Set any dates which should be excluded or included outside of the set schedule

      8. Set the TypeTopic, and Category for the event as required

      9. Enter the Location associated with the event

      10. In the Body WYSIWYG editor include the description of the event, information for participants, etc.

      • This may include text, links, and images

      11. To attach additional files to your event listing, click the CHOOSE FILE button under Add a new file

      • Continue attaching as many files as needed
      • Once all files are attached, click the UPLOAD button to attach them

      12. To include an image of your image to be displayed alongside the event details, click on the BROWSE button under Image

      13. Complete the Publication Date section

      • Stacks allows you to choose not only when an event listing will be published for viewing by patrons, but also when that listing will close
      • Event listings may created well ahead of time and scheduled to be opened or closed to patrons at specific, scheduled dates
      • To publish an event immediately, make sure the present date is set; otherwise, set the publication and end dates as needed
      events-8.png

      14. Click Signup settings at the bottom of the screen

      • Choose whether to enable or disable signups
      • Check whether to allow user to sign up for this event when first registering on the site

      15. Click SAVE

      Configure "Signups" Settings

      1. Once an Event has been created, click SIGNUPS

      2. The Administer tab displays the total signups and the signup limit, and allows you to set signups to either Open or Closed

      3. Use the Settings tab to configure email responses to signups: confirmation to the event owner, signup confirmation to the participant, and a reminder email

      1. Enter the email to which confirmation of a signup should be sent
      2. Check whether to send a confirmation email to the participant
      3. Optional: Customize the confirmation email using the “Replacement Tokens” as needed
        • Using these tokens allows you to dynamically include items such as the current date, the title of the event, etc
        • Example: Thank you for signing up for the event: [node:title]

      4. Check whether or not to send a reminder email to the participant

      1. IF this box is checked, select the number of days prior to the event that the email should be sent
      2. Optional: Customize the confirmation email using the “Replacement Tokens” as needed
        • Using these tokens allows you to dynamically include items such as the current date, the title of the event, etc
        • Example: Thank you for signing up for the event: [node:title]

      5. Enter the max number of signups (Signup limit)

      6. Click SAVE CONFIGURATION

      Broadcast Event

      Once a minimum of one patron has signed up for your event, you can craft custom messages to send to all participants

      1. Click EDIT to the right of the Event

      2. Click the Signup broadcast tab

      3. Enter the subject for the email

      4. Enter the body of the message

      • You can employ “Replacement tokens” to auto-generate items such as the current date or the name of the event

      5. Check Send yourself a copy, if required

      6. Click SEND to sent the email broadcast to all patrons signed-up for the event

      events-edit (1).png

      Sign Up Patrons for an Event

      Stacks allows you to sign patrons up for events without them being logged in. This would allow a Librarian to sign a patron up for an event over the phone, for example.

      1. Click EDIT to the right of the Event
      events-edit (2).png

      2. Click the Add tab

      3. Enter the Patron’s Stacks Username as well as their proper Name

      4. Optional: Enter a contact Phone number

      5. Click SAVE

      Edit an Event Listing

      1. Click EDIT to the right of the Event

      2. Make any necessary changes to the Event

      3. Click SAVE

      Delete an Event Listing

      1. Click DELETE to the right of the Event
      2. Click DELETE

      Landing Pages

      Create and manage pages using panel templates. Any previously created content node may be added to a panel. This might include: Callouts, Resource Flows, Sliders, Events, & News

      How To

      Create a Landing Page

      1. Click ADD LANDING PAGE

      2. Enter a name for the Landing Page

      3. Enter the file path for the Landing Page

      • This should be the name of the Landing page, preceded by a “/” and the relative location from which this Page should be linked
      landing-3.png

      4. Click ADD LANDING PAGE

      Add Content to a Home/Landing Page

      This may include configuring your Library’s home and multisearch pages. Landing Pages are built on customizable frameworks of “Panels”. Most previously created content nodes may be added to any of these panes. Panels may contain no content, one content node, or multiple nodes. The panels are divided into Top, Bottom, Right, and Left. Top and Bottom span the width of the body of the site, while Right and Left are each 50% of the width, approximately (this may be slightly different between themes.)

      1. Navigate to the Landing Page you would like to configure

      2. Click CUSTOMIZE THIS PAGE

      Add Content to a Panel

      1. Click on the sign in the top right corner of the appropriate panel

      2. Select the appropriate content type from the menu at left

      landing-3.png

      3. Select the specific content node to add to the panel

      4. Click FINISH to add the node to the panel

      5. Continue adding content nodes to panels, repeating Steps #1-4, as required

      6. Click SAVE at the bottom of the window to add the new content to your Landing Page

      Remove Content from a Home/Page

      1. Navigate to the Landing Page to configure

      2. Click CUSTOMIZE THIS PAGE

      3. Click the garbage can icon at the top of the content node to be removed

      4. Click OK to remove the content node from the Landing Page

      5. Click SAVE at the bottom of the window to add the new content to your Landing Page

      Link Checker

      The Stacks’ Link Checker regularly scans your Library’s site to uncover any links which return 403, 404, or other general errors. The results of the most recent scan are displayed when you clink on the Link Checker tile in the Dashboard.

      Location & Hours

      Set locations and hours for one or many locations, with optional Google Places integration, details and maps. This may include the location of a library itself, its branches, rooms and spaces within the library, etc.

      How To

      Create a Location Listing

      1. Click ADD NEW

      2. Enter the Title which describes your location in the Location name field

      3. Optional Use the Google Places query to auto-complete many of the fields for the Location. To use this tool:

      1. Ensure that the Google Places API Key has been properly configured
      2. Enter the name of your location in the Google Places query and click the SYNC ADDRESS FROM GOOGLE button

      4. If you expand the LocationContact, and Hours sections, you’ll notice that Google has auto-completed many of the fields for you

      4. If the information is incorrect, correct it as necessary or  Double-check that your initial query was both correct and specific enough

      4. Complete any relevant fields not auto-populated by the Google Places Query

      1. In the Contact section include the contact information for the location itself as well as the information for any people acting as primary contacts
      2. More than one contact person’s information can be included as needed
      3. Add operating hours for the location by expanding and completing the Hours section

      5. Click SAVE

      Edit a Location Listing

      1. Click EDIT to the right of the Location

      2. Make any necessary changes to the Location

      3. Click SAVE

      Delete Location Listing

      1. Click DELETE to the right of the Location

      2. Click DELETE

      Menus

      Customize and manage your Library website’s menus

      How To

      Add Links to an Existing Menu

      1. Click ADD LINK to the right of the Menu

      2. Add a Menu link Title

      • This is the text that will be displayed in the menu

      3. Add the Path for the link

      • This can be an internal (eg node/add) or external (eg www.EBSCO.com)
      • To enter a non-linkable item, enter <nolink>

      4. Provide a Description for the link

      5. Choose whether to have the link enabled or disabled

      6. Select the link that will be this item's Parent link

      7. Set the Weight for the menu item

      8. Check which user roles the menu item should be shown to, or hidden from

      9. Click SAVE

      Edit a Menu Link

      1. Click LIST LINKS to the right of the Menu

      2. Click EDIT to the right of the link

      3. Make any necessary changes to the link

      4. Click SAVE

      5. Click SAVE CONFIGURATION

      My Theme

      Customize the look and feel of your Library’s website

      How To

      Apply a Stacks Theme

      1. Click on the thumbnail of the theme you would like to apply

      2. Click ACTIVATE THEME
        • The new theme has now been applied to your Stacks site

      Customize a Theme

      1. Click on the thumbnail of the theme you would like to customize

      2. Click on SETTINGS in the bottom-left corner of the thumbnail

      3. Enable/Disable Page Elements

      1. Under Toggle Display choose to hide or display specific theme elements

      Configure Logo

      Configure the settings for the logo that will be displayed in the header of your Library’s website

      1. Check the Use the default logocheckbox to use the default Stacks logo
         or 
         Click the CHOOSE FILE button to upload an image file to use as your Library’s website logo
         or 
         Enter the file path of a logo file accessible on the server using the Path to custom logo field

      Configure Shortcut Icon

      Configure the settings for the icon that will be displayed in the address bar of your Library’s website

      1. Check the Use the default shortcut icon checkbox to use the default Stacks icon
      or 
      Enter the file path of an icon file accessible on the server in the Path to custom icon field

      or 
      Click the CHOOSE FILE button to upload an image file to use as the custom site icon

      Customize Theme Colors

      1. To apply a color palette to the theme, choose from one of the color combinations in the Select a themedropdown

      • This will change the colors of the theme’s elements including but not limited to labels, buttons, borders, etc.
      theme-3.png

      Apply a Custom Background

      To apply a background color:

      1. Enter the hexadecimal color value
         or 
         Choose a color from the color picker

      theme-5.png

      To add a background image from the Gallery:

      1. Click on the preferred image to select it
        • Selecting a background image will override the background

      To add a custom background image:

      1. Click ATTACH

      2. Browse to find the desired background image

      • Selecting a custom background image will override both the background color and any image selected in the Gallery

      Upload a CSS Override File

      1. Click CHOOSE FILE

      2. Select the appropriate .css file

      3. Click Open

      4. Click UPLOAD

      NOTE: Click SAVE CONFIGURATION to save ALL changes and/or customizations to your theme.

      News Articles

      Create News Articles to inform your patrons of events, features, or other important information

      How To

      Create a News Article

      1. Click ADD NEW

      2. Add a Title for your news article and a Date.

      • The date chosen should reflect when the article was originally published, rather than the date it will be added to your Library's site

      3. Use the WYSIWYG editor to add and format the content of the news article

      • This could include text, images, links, tables, etc

      4. Click BROWSE under Image, to include an image that will be displayed alongside the preview of your news article

      news-3.png

      5. To attach additional files to your news article:

      1. Click CHOOSE FILE under File Attachments
      2. Once all files are added, click UPLOAD to attach them

      6. Optional Include the name of the author of the news article in the Author field

      7. Click SAVE

      Edit a News Article

      1. Click EDIT to the right of the news article

      news-edit (1).png

      2. Make any necessary changes to the news article

      3. Click SAVE

      Delete a News Article

      1. Click DELETE to the right of the news article

      2. Click DELETE

      Pages

      Create and manage responsive content pages with easy multi-media support and full WYSIWYGs

      How To

      Create a Page

      1. Click ADD NEW

      2. Enter the Title for your Page

      • It’s important to choose a short, descriptive title that your patrons will recognize

      3. Use the WYSIWYG editor to add the basic content that will appear on the page

      • This editor includes options to add text, links, and images, with tools to format those items

      4. Optional Create a summary that describes the static content Page

      • If you choose not to edit the summary, Stacks will use the first bit of text displayed as the default

      5. Click SAVE

      Edit a Page

      1. Click EDIT to the right of the page listing

      2. Make any necessary changes to the page

      3. Click SAVE

      Delete a Page

      1. Click DELETE to the right of the page listing

      2. Click DELETE

      People

      Create and manage user accounts including passwords, contact information, and automatic signups. Users may be designated as a Patron, or as one of four staff roles: Administrator, Moderator, Editor, or Contributor. Using these roles, Stacks accommodates the needs of more experienced staff, responsible for sensitive content and controlling integrations, as well as those of more junior or volunteer staff.

      Administrator

      This is the highest permission level available within Stacks. Administrators have access to all Dashboard tools. Their responsibilities may include managing user roles, integrations, analytics, site configuration, and the look and feel of the site. They have the ability to publish and unpublish all content, regardless of author. This role would typically be assigned to a library manager, or staff member in a similar position.

      Moderator

      Like an Administrator, a Moderator has permission to publish or unpublish any and all content, regardless of author. They are responsible for moderating and publishing any content produced by Editors and Contributors. Unlike an Administrator, their responsibilities focus on managing content specifically. They are not responsible for managing the integrations, users, or the look and feel of the site. Moderators would likely be experienced library staff, trusted with managing content, programs and events, room bookings, directories, and taxonomies.

      Editor

      An Editor has permission to create any form of content, with the exception of Database Listings, Menus, Room Bookings, or Taxonomies. They cannot, however, publish this content directly to the Stacks site. Instead, their created content must be approved by either a Moderator or Administrator (read more about Content Moderation). Though they may not publish content directly, they may edit existing content without requiring further moderation. An Editor role would likely be assigned to regular or part-time library staff.

      Contributor

      A Contributor can create and edit their own content only. Any content they create must be moderated by a Moderator or Administrator, prior to its publication. A Contributor may only create: Events, News Articles, Pages, Research Guides, Reserves, Resource Flows, or Sliders. This role is ideal for library volunteers or interns.

      How To

      Create a User Profile

      1. Click ADD USER

      2. Enter a User name

      • This must be unique, and must not contain any punctuation except for: periods, hyphens, apostrophes, and underscores

      3. Enter an E-mail address for the user

      • All e-mails from Stacks will be sent to this address
      • This address will not be made public; it will only be used if the user requests a new password or wishes to receive certain news items or notifications by e-mail

      4. Enter and confirm the user’s password

      • To create a stronger password, ensure that it contains at least six characters, upper AND lowercase letters, numbers, and/or punctuation

      5. Set the user’s status to Active or Blocked

      • If the account is blocked, the user will not be able to access the site

      6. Check the Notify user of new account checkbox if you would like to send the user an email notification of the account’s creation

      7. Under Roles, check any box which is relevant to the user profile you are creating

      • There are five user roles/permission levels:
        1. Administrator
        2. Moderator
        3. Editor
        4. Contributor
        5. Patron

      8. Click CREATE NEW ACCOUNT

      Edit a User Profile

      1. Click EDIT to the right of the user name

      2. Make any necessary changes to the user's profile

      3. Click SAVE

      Cancel a User Profile

      1. Click EDIT to the right of the user name

      2. Click CANCEL ACCOUNT

      Research Guides

      Create brilliant, responsive Guides & Tutorials with easy multi-media support. Unlike more traditional research guides, Stacks provides you with simple but powerful organizational tools that allow you to manage the content within your Research Guides with ease. Stacks organizes Research Guides into collapsible Tabs and Blocks.

      Blocks act like the individual pages of your Research Guide, while you can think of Tabs as the folders that contain those pages

      With a Research Guide’s content organized into neat Blocks and Tabs, patrons can easily access specific sections of large, detailed Research Guides

      How To

      Create a Research Guide

      1. Click ADD NEW

      2. Add the Title for your Research Guide

      3. Select a guide type from the Type drop down box

      • You can specify CourseSubject, or Topic as the type, or leave it as the default to create a general Research Guide

      4. Tag your Research Guide with any relevant subjects from the Subject menu

      • This will allow your patrons to more easily find your Research Guide
      • To choose more than one subject, hold down the CTRL (Windows) or COMMAND (Mac) key while making your selection
      research-guides-3.png

      5. Add a name to the Tab

      • Tabs act like expandable folders which can contain one or many Blocks

      6. Provide a Title for the first Block

      7. Add the content to be contained in the block using the Body WYSIWYG editor

      8. To add another Block to this Tab, click ADD ANOTHER ITEM just below the block you just created

      1. Repeat steps 6-8, adding as many Blocks of content to this Tab as required
      • Blocks can be reordered a Tab by dragging them up or down, by the four-way arrow icon to the left of the Block

      9. To create a new Tab, click the bottommost ADD ANOTHER ITEM button

      • Repeat steps 5-9 as required.
      • Tabs can be reordered just like Blocks, by dragging them upwards or down by the four-way arrow icon to the left of the Tab

      10. Once all of your Tabs and Blocks have been created and organized as needed, click SAVE to finish

      Edit a Research Guide

      1. Click EDIT to the right of the Research Guide listing

      2. Make any necessary changes to the Research Guide

      3. Click SAVE

      Delete a Research Guide

      1. Locate the Research Guide to be deleted from the Research Guides list

      2. Click DELETE to the right of the Research Guide listing

      3. Click DELETE

      Create a Reserve Listing

      1. Click ADD NEW
      2. Add a Title to clearly describe the Reserve
      3. Complete any of the pertinent course description fields
        • Registrar Course ID
        • Course ID
        • Term
        • Course
        • Course Date(s)
        • Instructor Name
      reserves-1.png

      4. If required, include a Description of the Reserve

      • This might include instructions for use or a list of co-requisite materials

      5. Click BROWSE below Attach media to attach any relevant materials

      Edit a Reserve

      1. Click EDIT to the right of the Reserve listing

      2. Make any necessary changes to the Reserve
      3. Click SAVE

      Delete a Reserve

      1. Click DELETE
      2. Click DELETE to confirm the removal of this Reserve

      Resource Flows

      Feature your reading lists with scrolling book jackets linked to catalog listings; patrons can place requests via ILS integration, if enabled

      How To

      Create a Resource Flow

      1. Click ADD NEW
      2. Add a Title for your Resource Flow

      3. Add items to the Resource Flow

      • For each book jacket, it’s a best practice to complete as many of the fields as possible
      • At a minimum include the ISBNUPCTitle, and the Link
        • The provided link is where the patron will be sent when they click on this particular book jacket
        • If links are not provided, the Resource Flow becomes simply a gallery of images, rather than a tool to guide patrons towards new and interesting content

      4. Add additional items by clicking ADD ANOTHER ITEM and repeating Step #3

      5. Click SAVE

      Edit a Resource Flow

      1. Click EDIT to the right of the Resource Flow listing

      2. Make any necessary changes to the Resource Flow
      3. Click SAVE

      Delete a Resource Flow

      1. Click DELETE to the right of the Resource Flow listing
      2. Click DELETE

      Room Bookings

      Manage Rooms, Groups, room Categories, and the Bookings made by Patrons. When first setting up your Bookings system, it’s important to perform tasks in the following order: create at least one Group and Category, create a Room and add it to a Group, and tag it with a Category. Additional customizations can also be made here, including adding Closed Dates and customized confirmation, cancellation, and reminder e-mails.

      How To

      Groups

      Groups can be used to logically group similar rooms. This can be helpful when managing many rooms (eg. North Campus Labs, Westminster, etc.) Typically Groups would sort rooms by location rather than function, however they can be used in whichever way best suits your library’s needs.

      Create a Group

      1. Click the Groups tile

      2. Click ADD GROUP
      3. Add a Title for the Group

      • This will only be used by Stacks, and will not be displayed to Patrons

      4. Provide a Label for the Group

      • This will be used as the heading for any Rooms which you add to the Group, and will be displayed to Patrons (as seen in the screenshot below)
      • This makes it easier for Patrons to find the specific room they need to book

      5. Choose whether Patrons should be able to book Rooms themselves

      6. Enter the Default Hours during which Rooms in that Groups may be booked

      • These settings can be overwritten on a per-room basis as required

      7. Set any Override Rules

      • Though these can be overwritten per room, any rules set here will establish the default behavior
      • These rules include:
        • Minimum duration
          • The minimum duration for a room booking for this location. If no value is specified, the value of 15 min will be used.
          • Maximum duration
            • The maximum duration for a room booking for this location. If no value is specified, the value of 4 hours will be used.
          • Maximum days in advance
            • The maximum days in advance a room booking can be made for this location. If no value is specified, the value of 2 weeks will be used.
      groups-07.png
      1. Click on the Rules tab to set the maximum reservations per week for any room in this Group
      2. Click SAVE GROUP

      Categories

      Categories can be used to tag rooms with a relevant label. This allows Patrons to quickly find a Room to book (as show in the screenshot below). Eg. Tag a room with Children, Labs, Project Rooms, Study Rooms, etc. This Category terms mimic most of the functionality of Taxonomy terms.

      Create a Category

      1. Click on the Categories tile

      2. Click ADD TERM
      3. Provide the Name of the Category
      4. Optional Provide a description for the term; this will not be displayed to Patrons; it is for administrators only
      5. Click SAVE

      Rooms

      Create a Room

      1. Click on the Rooms tile

      2. Click ADD ROOMS
      3. Click on the Group to which the Room belongs

      4. Enter a Label for the Room

      • This will be displayed to Patrons, as seen in the screenshot below

      5. Select the Category which best describes the Room

      • Patrons are able to search for Rooms based on their Category, as seen in the screenshot below

      6. Enter the Room's capacity

      • How many people can room/space hold?

      7. If relevant, use the Room Description WYSIWYG editor to provide information about the Room

      • This could include instructions for the use of the space, photos, a list of related resources, etc.
      • These details can be very valuable to your patrons when booking a Room

      8. IF it is necessary to override the hours set by the Room’s Group, they can be set in the Hours section

      • By default, these hours will be inherited from the Room’s Group

      9. IF it is necessary to override the min/max duration, or maximum days in advance rules set by the Room’s Group, they can be set in the Override Rules section

      • By default these rules will be inherited from the Room’s Group

      10. Click SAVE ROOM

      Book a Room

      Rooms may be booked by unauthorized users, Patrons, or library staff

      Book a Room as an Unauthorized User or Patron

      1. Click on the Bookings icon in the top-right corner of the header
        • If this icon is not visible, it may have been disabled during Site Configuration
        • The user does not need to be logged in to book a room
      • By default, Stacks will display all Rooms, sorted by their respective Groups, regardless of availability

      2. To search for an available room, use the filters to left of the Rooms list

      3. Click Search for Availability to filter the list

      • This will display only those rooms available on the specified date

      4. Click on a Room’s name in the list

      • Stacks will display any available booking times

      5. Click on a time slot from the list

      6. At minimum, provide:

      • Contact name
      • Contact phone
      • E-mail
      • Duration
      • Response to the Math question

      7. Optional

      • Room Booking Description
      • Occupants

      8. Click Book Room

      • The user will receive a confirmation on screen, as well as a confirmation e-mail

      Book a Room for a User/Patron, as Library Staff

      1. Click on the Bookings tile

      2. Click ADD BOOKING
      3. Click USER as the booking type

      4. When creating the Booking, provide:

      • Booking Owner: this should be the library staff member who created, or will be responsible for managing this Booking
      • Contact name
      • Contact phone
      • E-mail
      • Duration
      • Booking date & Time
      • Space

      5. Optional

      • Room Booking Description
      • Occupants

      6. Click BOOK ROOM

      Book a Room: Admin

      A Room can be booked by library staff for internal purposes using the following process. This can be done in order to book a room for library programs or events, for example.

      1. Click on the Bookings tile

      2. Click ADD BOOKING
      3. Click ADMIN as the Bookings type

      4. Duration
      Booking date & time

      Space

      5. Click BOOK ROOM

      Manage Room Bookings

      Any Room Bookings, regardless of their type, or by whom they were booked, can be managed from the Bookings list

      Approve/Decline a Room Booking

      By default, Stacks treats all bookings as Approved, unless expressly Declined by library staff. As such, the user will receive a confirmation email, and the slot will no longer appear as available, immediately upon the user clicking Book Room. Any Bookings not yet approved or declined will be set as Pending.

      To explicitly approve or decline a booking:

      1. Click APPROVE or DECLINE to the right of the Booking
        • This will remove the Pending status from the Booking
        • IF the Booking is declined, the user will be notified with a cancellation e-mail

      Edit a Room Booking

      1. Click EDIT to the right of the Booking

      2. Edit the Booking as necessary
      3. Click SAVE

      • The owner of the Booking will not be automatically notified of these changes

      Delete a Room Booking

      1. Click DELETE to the right of the Booking

      2. Click DELETE

      • This action should be taken with caution as it will both remove the booking from the list entirely and act as a cancellation, but will not notify user

      Set Closed Dates

      You can set dates during which no bookings are permitted. This closed dates may be set on a Room-by-Room basis, or can be applied to all of your library’s Rooms at once. Eg. Close December 25th and January first to any bookings

      1. Click the Closed Dates tile

      2. Click ADD CLOSED RESERVATION
      3. Provide the rationale for the Closed Date in the Purpose field

      4. Check the box in the header in the Spaces section to apply the Closed Date to all Rooms
      or 
      Check the boxes of the Rooms to which to the Closed Date applies

      5. Choose the date and time, or range of dates which should be closed to Bookings

      6. If the Closed Date will be regularly repeating (eg. a room is closed to bookings on the 3rd of every month), check the Repeating check box and provide the details

      7. Click SAVE RESERVATION

      Configure Room Bookings E-mails

      Configure the templates for e-mails sent as the confirmation, cancellation, or reminder of Bookings made by Patrons. Stacks configures a default format for each of these, though they may be customized here.

      New Bookings

      1. Provide the e-mail which should appear in the Sender field of the e-mail in the Reply E-mail Address field
      2. Provide the subject for the e-mail in the E-mail Subject field
      3. IF required, edit the body of the email using any of the following parameters
        • %datetime%
        • %duration%
        • %group%
        • %room%
        • %occupancy%
        • %description%
        • %name%
        • %email%
        • %phone%

      Cancelled Bookings

      1. Provide the e-mail which should appear in the Sender field of the e-mail in the Reply E-mail Address field
      2. Provide the subject for the e-mail in the E-mail Subject field
      3. IF required, edit the body of the email using any of the following parameters
        • %datetime%
        • %duration%
        • %group%
        • %room%
        • %occupancy%
        • %description%
        • %name%
        • %email%
        • %phone%

      RSS Feeds

      Configure RSS feeds of regularly updated content to include in panels on any Landing Page

      Create an RSS Feed

      1. Click ADD NEW
      2. Enter a name for your feed in the RSS Feed Name field
        • This will appear as the feed's title once adde to a panel
      3. Provide the URL of the RSS Feed
      4. Click ADD RSS FEED

      Edit an RSS Feed

      1. Click EDIT to the right of the RSS Feed you would like to edit
      2. Make any necessary changes to the RSS Feed
      3. Click SAVE

      Delete an RSS Feed

      1. Click DELETE to the right of the RSS Feed you would like to remove
      2. Click DELETE FEED

      Site Configuration

      Configure site-specific details including the site name (which appears in the header), the slogan, and the e-mail from which automated e-mails will be sent. You can also enable or disable the use of Landing Pages.

      1. Enter the name of the library, which will appear in the header, in the Site name field
      2. Enter the website slogan in Slogan field
        • If no slogan is entered, the space will be left empty
        • The use of the slogan is dependent on the site’s theme
      3. Enter the E-mail address from which automated should be sent field
        • To prevent emails sent from this address being flagged as spam by the recipient, use an address ending your site’s domain

      4. Ensure that Enable Landing Page is checked

      5. Choose which icons, if any, should appear in the Top Menu

      6. Choose whether to enable or disable the Font Resizer

      7. Click SAVE CONFIGURATION

       

      Sliders

      Display a series of images in a slim horizontal carousel

      How To

      Create a Slider

      1. Click ADD NEW SLIDER
      2. Add a Title to describe your Slider

      3. Begin adding Slides

      1. Use the Body field to provide a caption, slogan, catchphrase, or short description
      2. Under Link, add the url to which patrons should be directed, should they click on the slide
      3. Click BROWSE to add the background image for the slide
        • The image must be under 2MB, 1566*450 pixels, and one of the following image file formats: png, gif, jpg, or jpeg

      4. Add as many additional slides as you’d like by clicking ADD ANOTHER ITEM and repeating Step #3
      5. Click SAVE

      Create a Mini Slider

      1. Click ADD NEW MINI SLIDER
      2. Add a Title to describe your Slider

      3. For each slide:

      1. Enter a Label to identify the slide
      2. Provide the Link to which a patron will be directed, should they click on the slide
      3. Click BROWSE to select an Image to accompany the slide
        • The image must be under 2MB, 80*80 pixels, and one of the following image file formats: png, gif, jpg, or jpeg

      4. Click ADD ANOTHER ITEM to continue adding slides, repeating Step #3
      5. Click SAVE

      Edit a Slider (Regular or Mini)

      1. Click EDIT to the right of the Slider

      2. Make any necessary changes to the Slider
      3. Click SAVE

      Delete a Slider (Regular or Mini)

      1. Click DELETE to the right of the Slider listing

      2. Click DELETE

      Social Media

      Link your favorite social media accounts with shareable widgets already included throughout your web content, and set the contact information to be displayed in footer of your Stacks site.

      How To

      Configure Contact Info

      1. Provide a Title for the block which will contain your Library’s contact info
        • Eg: “Contact Us”, “Quick Connect”, “Important Contacts”, etc.

      2. Provide the Library's e-mail address
      3. Optional: Provide any of the following which may be relevant

      • Staff Directory URL
      • Directions URL
      • Dropbox Locations URL
      • Phone #
      • Phone # (Alternate)
      • Fax #
      • Newsletter URL

      Configure Connect Info

      1. Provide a Title for the block which will contain your Library’s social media information
        • Eg: “Social Media”, “Connect with Us”, “Social”, etc.

      Optional: Provide any of the following which may be relevant

      • Mobile TXT URL
      • Twitter URL
      • Facebook URL
      • YouTube URL
      • Google+ URL
      • Instagram URL
      • LinkedIn URL
      • Pinterest URL
      • Tumblr URL

      NOTE: Click SAVE CONFIGURATION to add your contact information and/or social media links to the footer of your Stacks site

      Taxonomies

      Create and manage vocabularies of terms. These terms may be used to populate dropdown boxes or option lists when creating site content. Patrons are then able to filter that content, based on these terms.

      How To

      Create a Vocabulary

      1. Click ADD VOCABULARY
      2. Include a Name for the Vocabulary as well as a brief Description
      3. Click SAVE

      Add Terms to a Vocabulary

      1. In the Taxonomies list, click on ADD TERMS, to the right of the appropriate Vocabulary

      2. Add the Name for the term as well as a brief Description

      3. Expand the Relations field to define a relationship with a Parent term

      • For example, you might chose to create a relationship between "CompSci 1015" and "Summer Semester 2016"

      4. Click SAVE to add the terms to the Vocabulary

      Edit the Name or Description of a Vocabulary

      1. In the Taxonomies list, click on ADD TERMS, to the right of the appropriate Vocabulary

      2. Make any necessary changes to the Vocabulary
      3. Click SAVE

      Using Search

      Depending on how your Stacks site is configured, patrons may have the ability to search the ILS, external databases, or the content of the site itself. Patrons can also save both their search criteria and/or any of the results of a search. Patrons can select a different method by clicking on the drop down menu to the right of the search bar.

      How To

      Create an RSS Feed

      After performing a search, patrons can save their search criteria for quick reuse at a later date. Saved Search functionality requires ILS and EDS (EBSCO Delivery Service) authentication.

      1. Ensure that the patron is logged in
        • Only authenticated users can save searches
      2. After the patron performs a search, click the Save This Search link in the top right corner above the search results

      3. To view the patron’s Saved Searches, click My Account

      4. In the My Account page, click YOUR SAVED LIST

      • This will display a list of any items the patron has

      Remove an Item from a Saved Search

      1. Click REMOVE FROM SAVED LIST