Library Information Technology

Personal Librarian

Update Setup for Yale College PL Program

Add New Personal Librarian: 

  • Make sure PL name already in Drupal, check at web.library.yale.edu/users, click edit, go to the bottom "Admin Field", make sure PL has "general editor" role.
  • Add New PL Page: Content > Add Content > Personal Librarian
    ** The PL Page Tile use Profile's Name area - the official name, which can be changed only by web user administer.
    ** The url for PL page using Page title with string transform to lower case and add hyphen for space
  • For Divinity School PL, Change "Sub-section" from "Yale College Personal Librarian Program" to "Divinity Library"
  • Go to bottom, open "Authoring Information", change "Authored by" from your name to the new PL's name (type in first couple letters of PL's name, will auto show name list to pickup)
  • Change "Publishing options" to "published"
  • Save
  • Have the new PL update the new PL page (PL Message, Related Information for more links) , also update information on personal profile follow the instruction at here

Add New Student

  • Content > Add Content > Add New Content Type "Yale College PL Program"
  • Fill in the following fields: Title (with Netid), Student Name, Class Year, Personal Librarian (should show name list after type in first few letters), Email and Phone
  • To update information individually, go to "Admin PL Students" > Search by student netid > Click "Edit" to update

Setup and Configuration

Import Student-Personal spreadsheet

  • At the beginning of each Fall, get a new update file.  Prepare spread sheet with the following column name: NetID, Name, Class, Librarian, Email, Phone, where the Email is Librarian's Email. 
  • For Divinity, the columns are: netid, email, name, class, pl, where email is student's email.  
  • **Make sure no duplicate Netid (in spreadsheet, highlight Netid column, go to Home > Conditional Formatting > Highlight Cells Rules > Duplicate Values)
    **Make sure no special characters (ó é è ã ö í ä á ñ Å ć ç ú ü Ö ) in fields, use the formula { =IF(ISNUMBER(SEARCH(I$1,$A2)),"v","") } (where A is Name Column, I$1 is one of the diacritic locate cell) to check. --- Don't need this after enable UTF-8 support enable.
    **When do copy and Paste, make sure no blank space before or after "Name, Email" fields
    **Make sure using the name in name field for Personal Librarians (in Drupal Profile - Refer to the PL name list at /pl home page)
  • Open the spreadsheet (the one to be upload) and save as *.csv file (Click OK if has multiple sheets in file, then click No to not save the file formate, click cancel to not save, the first step already create a *.csv)
  • Structure > Feeds importer > PL Students Upload (or Divinity Student PL) >
    • Make sure at Node processor > Settings => check the followings, and "SAVE" the change.
      • Insert new nodes
      • Replace existing nodes
      • Delete non-existent nodes
    • * When just want to do part of the update, just save part of that data, change above "Delete non-existing nodes" to "Skip non-existent node"
    • Back to "Feeds importers"  (Click the link on top in breadcrumbs)
      • Click "import" link at top of the text
      • Select "PL Students Upload"
      • Click "Choose File", browse to saved *.csv File
      • Click > "Import"

Revise Personal Librarian Program Home Page

Remove PL

To remove PL, just unpublished that PL's PL page or delete it.

References