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 or editing research guides there are a couple of considerations to take a look at, this can save time later on and less back and forth in creating additional content while trying to create a guide. 

Labels

Almost all labels and field names within Stacks can be changed, review the labels associated with research guides and update the terms to ensure they match the terminology your users/patrons would expect to see.

To update site labels:

1. From the Dashboard, click the Research Guides tile
2. Click the Labels tab near the top of the screen
3. Review, and if needed update the terms from the Fields and Listing View tabs on the left side of the screen
4. Click Submit when you've completed your changes 

Filter Vocabularies

Filter vocabularies are lists of terms that can be used by your users/patrons to filter and group content within Stacks. There are no default values in the filter vocabularies, review these lists and update them as needed. 

1. From the Dashboard, clock the Research Guides tile
2. Click the Filter Vocabularies tab near the top of the screen
3. Click the List Terms link to the left of the Type option
   1. To add new values
      1. Click +Add Term
      2. Name, enter a name for the new term
      3. To save the value, click
         1. Save, to save the term and stay on this screen to add another value; OR
         2. Save and go to list, to save the value and return to the previous screen listing all terms
   2. To edit a value
      1. Click the Edit button to the right of the value
      2. Name, edit the name as needed
      3. Click Save
4. Repeat the steps above to add to or edit the values in the Subject filter vocabulary 

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