Client Library Documents
Client Library Documents are external files (e.g. PDFs or MS-Word documents) that you upload to the website from your computer or local network. They appear on the "Self-Help Materials" tab in the Client Information section.
Client Library Documents may be associated with multiple sub-topics in the Client Information section, however you should determine what sub-topic is most pertinent to the document in order to upload it to the most appropriate folder.
To modify an existing Client Library Document:
- Click on the document title in the Contents page.
- Click on the Edit tab in the management frame.
- Modify the Document metadata, including Title, Abstract, Document Grouping Options, etc. as desired. (Further information on these fields, which are called "metadata", are provided in the Notes below.)
- If you wish to replace the current file with a new file:
- First remove the existing file by selecting the filename in the listing at the bottom of the edit screen and clicking "remove selected items"
- Next, use the "browse" button to select a new file from your computer or local network, and click Save to upload it to the website.
- If you wish to add a new file without removing or replacing an existing file:
- Simply use the "browse" button to select a new file from your
computer or local network, and click Save to upload it to the website.
- Click Save at the bottom of the screeen.
To add a new Client Library Document into a topic sub-folder:
- From the Contents view, click on the "Add Item" drop-down menu in the management frame.
- Select "client library document"
- Fill in the fields appropriately. (Further information on these fields, which are called "metadata", are provided in the Notes below.)
- To upload the physical file to the website, click the "browse" button at the bottom of the screen, navigate to the file on your computer or local network, and click Save.
- Click Save.
Notes on Client Library Documents:
- One feature of the new system is the ability to group multiple physical files under a single set of metadata fields (i.e. Title, Abstract, etc.) We will be using this feature in cases where we have a given document in multiple formats (e.g. both a PDF and a WordPerfect file).
Notes on Client Library Document metadata fields:
| field |
notes |
|---|---|
| Title | The title of the document, as seen by a client user. |
| Abstract | A short summary of the document's contents. |
| Document Grouping Options | Documents grouped as Legal Education, Self-Help Forms, and Other Resources" will appear on the "Self-Help Materials" tab for the topics that this document is associated with. (The Task Force Materials and Document Assembly Interviews groups will be used in the Advocate and Pro Bono sites and are not relevant to the Client Library. Ed Note: must verify if this is correct.) |
| Additional Keywords | In addition to the full text of a document, this field is searched by user keyword searches. Enter words relevant to the document content that do not appear in the document text. |
| Topics | Select topics other than the current topic folder to which this document relates. The document will appear on the "Self-Help Materials" tab for all topics selected here. |
| Source | Ed note: must define. |
| Author | The author of the document |
| Contact Info | Ed note: must define. |
| Copyright | Ed note: must define. |
| Permission to Use? |
Ed note: must define. |
| Date to Send Review Notice |
A "tickler" email will be sent to the owner of this document on the date noted here. (Ed note: is this correct?) |
| Content Appears In |
This checkbox determines whether a document is relevant to Public (Client), Private (Advocate), or Pro Bono websites. |
| Include in National Library |
This checkbox will determine whether this document is included in a syndicated "feed" of document listings sent to a National Legal Services Document Library via XML. |
| Files | This section is where physical files (i.e. PDFs, MS-Word documents) are uploaded or deleted. |