Creating Research Guides

Research guides can be created by users with the Contributor, Editor, Moderator, or Administrator role; however, only users with the moderator or administrator role can publish research guides to your Stacks site. 

Considerations

Before creating new research guides consider how your users/patrons will be interacting with this information. Site labels can be updated to ensure field names and other terminology matches what your users/patrons expect to see. Guides can also be filtered/grouped using the Type and Subject filter vocabulary fields, consider creating or editing these list values before creating new guides.  

Filter vocabularies and site labels are discussed in more detail in the Considerations for Creating Content article, but it should be noted that administrators can quickly access the filter vocabularies and site labels specific to just the research guides, from the tabs at the top of the research guide dashboard.

Creating Research Guides

To create a new research guide:

1. From the Dashboard, click Research Guides
2. Click + Add Research Guide
3. In the window that opens, complete the fields
   1. Title - enter a name for the research guide
   2. Type - select a filter term from the drop-down
   3. Subject - select one or more filter terms from the subject list
      1. To select multiple terms
         1. macOS - hold the cmd key and click the term(s)
         2. windows - press and hold the ctrl key and click the term(s)
   4. In the Tab section:
      1. Title - this will be used as the Tab label
      2. URL Alias -  this can be used to easily link to the tab
      3. Click the drop-down beside Block to add a new or existing guide block
         1. To add New
            1. Click Add new research guide block
               1. Title - enter a title for the guide block
               2. Body - add the guide content into the body field
            2. Click Create research guide to save your block
         2. To add an existing Research Guide block
            1. Click Add existing research guide block 
            2. In the Research guide block field, enter the title of an existing research guide block, then click the title once found
            3. Click Add research guide block
      4. To add additional Research guide tabs
         1. Click Add research guide tab and repeat the steps described above
4. Link existing research guides by typing the title of the research guide; add additional related guides by clicking the add another item and repeating this step
5. Review and configure the Publishing workflow as needed
6. Click Save

Settings for Research Guides

Additional settings can also be configured here to control the how your users/patrons will see directory listing information when viewing the Listing View or Detail View for your entries. 

• Listing View - this is the initial list of directory listing entries users/patrons will see when they navigate to the /research-guides page
• Details View - this is the view users/patrons will see when they click on any one listing entry

1. From the Dashboard, click the Research Guides tile
2. Click the Settings tab at the top of the screen
3. Click the Listing View sub-tab
   1. Enable Listing View, when checked this enables access to the listing view for the content type
      1. If disabled, when a user attempts to load the URL for this content, they will be redirected to the homepage
   2. Title, edit the title for the page if desired, the default value is Research Guides
   3. Description, enter a description for the page if desired, this will be visible to users/patrons
   4. Display section
      1. Expand First Group by Default, check this box to expand the items, when they are grouped
      2. Display search form, check this box to display a search bar for entries
      3. Display A-Z Link Index, check this box to display a link on the list view when "Group by None" is selected
      4. Enable Add to saved list button, check this box to enable a save to list button
   5. Defaults section
      1. Default Page Limit, select the number of guides to be displayed before pagination is enforced
      2. Default Grouping, select the default value guides should be grouped by
         1. Note: users/patrons can change this when viewing the list of guides
      3. Default Sort Field, select the default value entries should be sorted by
      4. Default Sort Order, select the default order in which guides should be sorted
         1. Note: users/patrons can change this when viewing the list of guides
   6. Field Visibility section
      1. Check the box beside each field that should be made visible to users/patrons when viewing the list of research guides
   7. Click Save configuration when finished
4. Click the Details View sub-tab
   1. Field Visibility section
      1. Check the box beside each field that should be made visible to users/patrons when viewing the list of research guides
   2. Enable Add to saved list button, check this box to enable a save to list button
   3. Click Save configuration when finished