Edit Pathfinder Content

Click the Edit button next to the title of the pathfinder you want to edit.

If the system responds with a message asking you to clone (derive a new pathfinder from) the pathfinder, click the Clone button to create a copy of the pathfinder for editing.

On the Edit list, click Edit Pathfinder or Derive New Pathfinder.

If the system responds with a message asking you clone (derive a new pathfinder from) the pathfinder, click the Clone button to create a copy of the pathfinder for editing.

Display the pathfinder.

On the Edit list, click Derive New Pathfinder.

On the Pathfinders tab, under Create Options, click Pathfinder.

Open the list of templates and click Outline or Linear.

Supply a URL in the text box or leave the text box empty to start with a blank template.

Click Create.

the system displays the new pathfinder for editing using the view you select.

Press <Ctrl><Shift><9>.

Or

On the Pathfinders tab, under Show Options, click Active Pathfinders or press <Alt><4>.

Under Pathfinders, click the pathfinder number.

The link for each active pathfinder includes the title from the pathfinder or (if the pathfinder contains no title) No Title Provided.

For a new pathfinder (not yet saved or added to the pathfinder database), the link shows only the title or No Title Provided.

Under Pathfinder Save File, click the save file number.

The link for each active pathfinder includes the title from the pathfinder or (if the pathfinder contains no title) No Title Provided.

Under Pathfinder Constant Data, click the constant data name.

Or click New (if editing a newly created constant data record.).

Pathfinder views.

Under Pathfinder Record View, Pathfinder Save File Record View, and Pathfinder Constant Data Record View, select the view you want to use for editing pathfinders.

• Click to select the option button for your preferred view (Linear or Outline). While editing a pathfinder, you can switch views at any time.

Default setting: Linear.

Change default or change for current session

• To use the settings for the current session only, at the top or bottom of the Pathfinder Options screen, click Save For Session.

  Or

• To use the settings for future sessions, click Save My Default.

Change view while editing or creating a pathfinder

While editing a pathfinder or pathfinder constant data, you can switch views at any time using the View list (top right corner of screen).

Before creating a new pathfinder or pathfinder constant data record, you can select the editing view at the Create Pathfinder screen or the Create Pathfinder Constant Data screen.

Under Pathfinder Outline View, click an option button to select Split Screen Horizontally or Split Screen Vertically.

• If you select Horizontal, when you edit a pathfinder in the outline view, the outline appears in the top section of the page and an editing template for the currently selected element appears in the lower section.
• If you select Vertical, when you edit a pathfinder in the outline view, the outline appears in the left section of the page and an editing template for the currently selected element appears on the right.

Default settings: Screen split horizontally .

Specify the relative size of the outline area of the outline view screen.

• For a screen divided horizontally, specify the percentage of the screen allocated to the top (outline) frame. Type the value in the text box.
• For a screen divided vertically, specify the percentage of the screen allocated to the left (outline) frame. Type the value in the text box.

Default settings: Top frame size of 65%.

Change default or change for current session

• To use the settings for the current session only, at the top or bottom of the Pathfinder Options screen, click Save For Session.

  Or

• To use the settings for future sessions, click Save My Default.

1. On the General tab, under Admin Options, click Preferences.
2. On the Preferences screen, click Pathfinder Option.

Pathfinder views.

Under Pathfinder Record View, Pathfinder Save File Record View, and Pathfinder Constant Data Record View, select the view you want to use for editing pathfinders.

• Click to select the option button for your preferred view (Linear or Outline). While editing a pathfinder, you can switch views at any time.

Default setting: Linear.

Pathfinder Options display

Under Pathfinder Options view, choose which pathfinder options to hide (collapse) or show (expand) when you create a new pathfinder or begin editing a pathfinder.

Options

• Available in the Pathfinder Header and/or in Header elements.
• Determine what information appears (in the entire pathfinder or in the part subordinate to the header), how the content is formatted, and how users navigate to or from that specific header.

Default setting: All option groups are expanded.

You can

• Hide (collapse) all Options groups. Select the option button labeled Collapse Options.
• Show (expand) all Options groups. Select the option button labeled Expand Options.
• Show (expand) selected Options group(s). Select the option button for each group you want to show (expand). Clear the option button for each group you want to hide (collapse).

Note: You can expand or collapse option groups at any time while editing a pathfinder. Your settings control initial display, not availability, of pathfinder options.

Pathfinder Outline View.

• Customize the pathfinder outline view by selecting a horizontal or vertical screen split and specifying relative frame sizes.

Default settings: horizontal screen split with top frame size of 65%.

Change default or change for current session

• To use the settings for the current session only, at the top or bottom of the Pathfinder Options screen, click Save For Session.

  Or

• To use the settings for future sessions, click Save My Default.

• Return to the previous screen.

• Save changes on this screen for the current session only.
• When you log off, the system restores your previous default settings.

• Save changes on this screen for the current session and future sessions.
• The new settings remain in effect until you change them.

• Restore original Connexion settings for options on this screen.
• Reverse any changes you made during the current session or in previous sessions.

• Reverse any changes you made since you accessed this screen during the current session.
• Your previously saved settings remain in effect.

From a pathfinder edit view (outline or linear),

On the Edit list, click Display Pathfinder.

From a brief entry on a results screen,

Click the hyperlinked title of the pathfinder you want to display.

The system presents the pathfinder in HTML format. You can check the organization, verify correct formatting, and test navigation.

In the displayed pathfinder

• Embedded search. The system performs any embedded searches against the Resource Catalog and includes the results in the pathfinder.
• URL display. The system displays the URL of each resource in parentheses after the title. For items with corresponding bibliographic records, the system shows the first URL unless you chose to override defaults and specified the URL to show by a number.
• Resource links. For items inserted by creating an embedded search, by adding flagged records, or by taking the Link URLs to RC Records action, the system shows or hides links to bibliographic records as specified them using the Resource Links option (Pathfinder Header: Format Option).
• Customization for Links. For items inserted by creating an embedded search, by adding flagged records, or by taking the Link URLs to RC Records action, the system displays the title and description from the bibliographic record or a title and/or description you entered in the pathfinder Link element.
• Format options. If you specified a stylesheet, inserted images, specified sorting for headers or links, defined separators, or set other format options, the displayed pathfinder reflects your choices.
• HTML code embedded in Description fields. If you set the Embedded HTML? option to Yes for a Description field (in any pathfinder element) and also inserted the HTML code required, the displayed pathfinder shows the browser's rendering of the embedded code. For example, the pathfinder reflects text formatting code such as a line break (<br>) or displays an image you included (<IMG SRC=" ">) or includes a link to related content. If Embedded HTML? is set to No (default setting), the browser treats the Description as text only.
• Access restrictions. For Licensed Resource elements, if you specified access restrictions using the Access available to option, information on restrictions appears immediately after the link to the resource.

From a pathfinder display view,

On the Edit list, click Edit Pathfinder.

From a brief entry on a results screen,

Click the Edit button next to the title of the pathfinder you want to edit.

If the system responds with a message asking you to clone the pathfinder, click the Clone button to create a copy of the pathfinder for editing.

The system presents the pathfinder in the edit view (outline or linear) you specified in Display Options.

Scroll to the beginning of the pathfinder.

Open the View list and click Outline or Linear.

From a pathfinder display or edit view,

On the Edit list, click Derive New Pathfinder.

The system displays the prompt Do you want to preserve local content?

Click OK to include local-content elements in the new (cloned) pathfinder.

Click Cancel to exclude local-content elements.

The pathfinder content is redisplayed in an editing template. NEW appears in the Pathfinder: field. When you submit the new pathfinder, the system supplies a pathfinder number.

Delete pathfinder from the main pathfinder database

(your library's pathfinders only)

View (display or edit the pathfinder you want to delete.

On the Action list, click Delete Pathfinder.

The system asks you to confirm that you want to delete the pathfinder.

To delete the pathfinder, click Yes or Yes, wait for response.

To cancel deleting the pathfinder, click No.

Retrieve a saved pathfinder you want to delete.

On the Action list, click Delete Save File Record.

Click OK to confirm that you want to delete the pathfinder.

The system removes the working copy of the pathfinder from the pathfinder save file. The master pathfinder remains in the pathfinder database.

This action creates a pathfinder constant data record with the content of any pathfinder.

1. Retrieve and view the pathfinder on which to base a constant data record.
2. On the Edit list click Derive New Constant Data Record.
3. Edit the content for the constant data record.
4. On the Action list, click Save Constant Data Record.
5. In the dialog box, enter a name for the pathfinder constant data record. Use a name that indicates the content or purpose of the pathfinder constant data.
6. Then click OK to add the record in your institution's pathfinder constant data database.
7. The system displays a confirmation message that includes the constant data name you entered.

On the Edit list, click Cancel Changes.

The system asks you to confirm that you want to cancel your edits.

Click Yes to discard edits and unlock the pathfinder for editing.

Click No to keep your changes and continue editing.

Create a new pathfinder.

Or

Retrieve a pathfinder you want to edit from the pathfinder database or the pathfinder save file.

Edit the pathfinder.

On the Edit list, click Apply Default Pathfinder Constant Data.

On the Edit list, click Select Constant Data

In the list of constant data records, click the hyperlinked name of the constant data record you want to apply.

Use the Reformat action to add or delete multiple elements.

To tag an element for deletion, open the Functions list and click Tag Delete.

To add an empty element, open the Functions list in the preceding element and click Tag Add. In the dialog box, type the number of elements to add (1 to 10); then click OK.

On the Edit list, click Reformat Pathfinder.

The system removes any elements tagged for deletion and adds empty elements at specified positions.

Create a pathfinder by harvesting, by cloning, or by completing a blank template.

Or

Retrieve a saved new pathfinder.

On the Action list, click Add Pathfinder.

Click OK to continue and add the pathfinder.

Click OK to confirm that you want to create a preliminary bibliographic record for the pathfinder. Verify your e-mail address for system notification when the preliminary record is created. Then click Create.

Open an edit view of a pathfinder you have been modifying.

Or

Retrieve a modified pathfinder from the save file.

On the Action list, click Replace Pathfinder.

Click OK to confirm the action.

The system replaces the master pathfinder with the edited version. If you retrieved a saved pathfinder, the system deletes the working copy from the pathfinder save file.

Note: Unless your library added the pathfinder to the database or is a designated maintainer of the pathfinder, you cannot modify it.

On the Action list, click Save Pathfinder.

Open the status list and click the status you want to assign to this pathfinder.

Click Yes to add the pathfinder to the save file.

Export pathfinder as HTML

(static page export)

Not available for a pathfinder in the pathfinder save file

On the Action list, click Export HTML.

Internet Explorer. In the File Download dialog box, select Save to Disk and click OK.

Netscape Navigator. In the Unknown File Type dialog box, click Save File.

In the Save As dialog box, navigate to the folder in which you want to save the HTML file for the pathfinder. In the File Name box, keep the displayed name or replace it with a more informative name. Add htm as the file name extension. Then click Save.

Move the exported file to the appropriate location on your Web server.

Before exporting the pathfinder,

• The system runs any embedded search and inserts links to the retrieved records.
• For links inserted by adding flagged bibliographic records, the system accesses the associated records to obtain updated URLs before exporting the pathfinder.
• However, the search is not rerun nor URLs updated when users access the static pathfinder page.

Export pathfinder link

(dynamic link export)

Not available for a pathfinder in the pathfinder save file

On the Action list, click Export Pathfinder Link.

A new browser window opens containing 2 versions of a link to the pathfinder: a PURL (Persistent URL) and a standard URL.

PURL or URL? In most cases, we recommend that you use the provided PURL as the link to your pathfinder. However, if the pathfinder contains anchors (jumps to elements within the pathfinder page) and if you expect most pathfinder users to have Netscape browsers, use the URL as the pathfinder link. Netscape browsers may have problems connecting to a PURL if the target page contains anchors.

Copy 1 of the links and paste it in the appropriate page on your web site. Add an informative title for the link.

When users access the pathfinder via the link, the system reruns any embedded searches it contains and supplies updated URLs for any links that come from associated bibliographic records.

On the Action list, click Flag Pathfinder or Unflag Pathfinder.

Note: You cannot flag a new pathfinder (not yet submitted, no pathfinder number).

Linear view. Scroll the Editing Pathfinder screen to locate the element.

Outline view. In the outline area, click the hyperlinked title or URL of the element to bring that item into editing focus. You may need to expand sections (by clicking the arrow buttons) to display titles for all links, subheaders, etc.

Click within the field you want to edit.

Or

Press <Tab> to move the insertion point to the field.

Press <Insert> to turn insert mode on or off as you prefer. Add text or replace existing text.

Use standard editing techniques:

Press <Backspace> or <Delete> to delete single characters.

Cut, copy, and paste text.

Paste text copied from bibliographic records or from electronic resources.

Press <Backspace> or <Delete> to delete single characters.

Or

Select the text. Right-click the highlighted text. On the popup menu click Cut.

Undo text changes

<Ctrl><Z>

To reverse the most recent text change, use the standard Windows undo keystroke: <Ctrl><Z>.

The following functions are supported in recent browser versions. Specific functionality may change with browser upgrades. Check browser Help or documentation for details.

Undo last change, current text box:

Press <Ctrl><Z> once.

Undo series of changes, current text box:

Press <Ctrl><Z> once to reverse each change, beginning with the last.

Undo series of changes in different text boxes:

Place the insertion point in the desired text box and then press <Ctrl><Z>.

Begin with the text box most recently modified and return to the other text boxes in reverse order (retrace your steps).

Notes on browser-based Undo

Browser dependent. Support for <Ctrl><Z> varies with browser name and version.

Refresh clears undo memory. If you take an action that refreshes the screen (for example, select an item on the navigation bar, the Action list, or the Functions list for a field), the undo memory is cleared.

Enter diacritics and special characters

Character chart window

Internet Explorer for Windows only

1. Place the cursor where you want to insert a diacritic or special character.
2. Press <F7>.
3. In the Enter Diacritics and Special Characters window, click a character or diacritic to insert it at the cursor position.

• Note: Diacritic follows letter. To insert a diacritic, first type the letter it modifies. Then insert the diacritic following the letter.

  Example: To enter the letter u with an umlaut, type u. Then open the Enter Diacritics and Special Characters window and, in the character chart, click the umlaut symbol.

(Note: Windows only. Not supported by Macintosh versions of IE.)

Enter diacritics and special characters

Bar syntax (mnemonic codes)

Enter diacritics and special characters using mnemonic codes.

Diacritics.

1. Type the code for a diacritic after the letter it modifies (Unicode syntax).
2. First type the letter modified by the diacritic.
3. Type a vertical bar (pipe) symbol (Shift + backslash on most keyboards).
4. Then type the mnemonic for the diacritic.
5. Then type another vertical bar symbol.

   Do not type a space between the letter and the code for the diacritic.

Example: To enter an e with an acute accent, type e|ac|

Special characters.

1. Type a vertical bar (pipe) symbol (Shift + backslash on most keyboards).
2. Type the mnemonic for the diacritic.
3. Then type another vertical bar symbol.

Code list

Note: appearance in edit mode

• Characters entered using this method are automatically replaced with typographic forms.
• If you prefer, you can set an option to view the bar syntax in edit mode.

• On the header bar (black bar at the top of every system screen), click Diacritics.

Use the table to identify a character, find a character by name, or copy a character for input in a record.

On the Edit list, click Apply Default Pathfinder Constant Data.

When you apply default pathfinder constant data, elements in your default constant data are inserted in the pathfinder:

• Replaced elements. If your default pathfinder constant data contains a Pathfinder Header or a Feedback element (Send comments to), these elements replace corresponding elements in the pathfinder you are editing.
• Inserted elements. Headers, links, and other content from constant data are inserted. Existing headers, inks, embedded searches, etc. are retained.
• Headers inserted from constant data appear before existing headers at the appropriate header level.
• Links from constant data that are not preceded by a header in the constant data are inserted under the first existing header, after any existing links in the first section.

Move to the element you want to delete.

Open the Functions list to the left of the element. Then click Cut.

Move to the header element you want to delete.

Open the Functions list to the left of the element. Then click Cut*.

The system removes the header and all links, subheaders, and sublinks subordinate to that header. This action removes all content up to the next header at the same level as the deleted header.

Move to an element you want to delete.

Open the Functions list to the left of the element. Then click Tag Delete.

Repeat to tag more elements you want to delete.

Scroll to the beginning of the pathfinder. On the Edit list, click Reformat Pathfinder.

The system removes elements tagged for deletion.

Move to the element you want to copy.

Open the Functions list to the left of the element. Then click Copy.

Move to the element above the position at which you want to insert the element you are copying.

Open the Functions list to the left of the element. Then click Paste.

Move to the element you want to move.

Open the Functions list to the left of the element. Then click Cut.

Move to the element above the position at which you want to insert the element you are moving.

Open the Functions list to the left of the element. Then click Paste.

Scroll to the beginning of the pathfinder.

On the Edit list, click Cancel Changes.

The system asks you to confirm that you want to cancel your edits.

Click Yes to discard edits and unlock the pathfinder for editing.

Click No to keep your changes and continue editing.

From a pathfinder edit view (outline or linear),

Scroll to the beginning of the pathfinder.

On the Edit list, click Display Pathfinder.

The pathfinder in HTML format. You can check the organization, verify correct formatting, and test navigation.

In the displayed pathfinder

• Embedded search. The system performs any embedded searches against the Resource Catalog and includes the results in the pathfinder.
• URL display. The system displays the URL of each resource in parentheses after the title. For items with corresponding bibliographic records, the system shows the first URL unless you chose to override defaults and specified the URL to show by a number.
• Resource links. For items inserted by creating an embedded search, by adding flagged records, or by taking the Link URLs to RC Records action, the system shows or hides links to bibliographic records as specified them using the Resource Links option (Pathfinder Header: Format Option).
• Customization for links. For items inserted by creating an embedded search, by adding flagged records, or by taking the Link URLs to RC Records action, the system displays the title and description from the bibliographic record or a title and/or description you entered in the pathfinder Link element.
• Format options. If you specified a stylesheet, inserted images, specified sorting for headers or links, defined separators, or set other format options, the displayed pathfinder reflects your choices.
• HTML code embedded in Description fields. If you set the Embedded HTML? option to Yes for a Description field (in any pathfinder element) and also inserted the HTML code required, the displayed pathfinder shows the browser's rendering of the embedded code. For example, the pathfinder reflects text formatting code such as a line break (<br>) or displays an image you included (<IMG SRC=" ">) or includes a link to related content. If Embedded HTML? is set to No (default setting), the browser treats the Description as text only.
• Access restrictions. For Licensed Resource elements, if you specified access restrictions using the Access available to option, information on restrictions appears immediately after the link to the resource.

In the Pathfinder Header element, click the arrow button labeled Options. Then click the arrow button labeled Format Options.

In the Style Sheet URL field type the URL of the Cascading Style Sheet you want applied to this pathfinder.

Create section headers with anchor names. For each pathfinder section, add a Header element. Provide a Header Title that identifies the content of the section. Expand the Navigation Options for the section Header. In the Anchor Name field, type a short identifier for the section; this identifier is the target for links to this Header.

Example: For a section covering library news and announcements, type What's New at the Library in the Title field and whatnew in the Anchor Name field.

Add Links for Contents. At the top of the pathfinder, add a group of Link elements, one for each section. The Links are the items in the pathfinder Contents.

Complete Link elements. In each Link element, enter a Title that matches the title of a pathfinder section. In the URL field for the Link, type a reference to the Anchor Name assigned to the section Header.

Example: To create a Contents item for the section on library news, add a Link element with What's New at the Library in the Title field and #whatnew in the URL field.

Display the pathfinder and test the links.

In the Pathfinder Header element, expand the Navigation Options.

In the Anchor Name field, type top.

At the place where you want to insert a Back to Top link, add a Link element.

In the Link element, type Back to Top in the Title field and type #top in the URL field.

To place Back to Top links at other locations (such as at the end of each pathfinder section, or directly under each section header) copy the new Link element and paste it wherever you want.

In the main pathfinder, add an element to contain a link to a subordinate pathfinder. You can use a Header, SubHeader, Link, Sublink, or Licensed Resource element.

Retrieve and display a subordinate pathfinder you want to link to the main pathfinder. On the Action list, click Export Pathfinder Link. The system opens a separate window containing a PURL and URL for the pathfinder. Copy the text of the PURL or the URL.

Return to the main pathfinder and move to the element you created to link to the subordinate pathfinder.

In the URL field of the element (under Navigation Options for a Header), paste the copied PURL or URL for the subordinate pathfinder.

Submit the main pathfinder to save the changes.

Repeat steps --- to create links to other subordinate pathfinders.

Open the subordinate pathfinder for editing.

Add an element to contain a link to a main pathfinder. You can use a Header, SubHeader, Link, or Sublink element.

Retrieve and display the main pathfinder you want to link to the from the subordinate pathfinder. On the Action list, click Export Pathfinder Link. The system opens a separate window containing a PURL and URL for the pathfinder. Copy the text of the PURL or the URL.

Return to the child pathfinder and move to the element you created to link to the parent pathfinder.

In the URL field of the element (under Navigation Options for a Header or SubHeader), paste the copied PURL or URL for the main pathfinder.

Submit the child pathfinder to save the changes.