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Document Actions

Client Library Links

by Ray A last modified 2008-01-16 15:55

Client Library Links are references to pages on external websites (e.g. FindLaw, the Ohio State Bar Association, etc.) .  Like Client Library Documents, they  appear on the "Self-Help Materials" tab in the Client Information section.

Client Library Links may be associated with multiple sub-topics in the Client Information section, however you should determine what sub-topic is most pertinent to the link in order to add it to the most appropriate folder.


To modify an existing Client Library Link:

  • Click on the link title in the Contents page.
  • Click on the Edit tab in the management frame.
  • Modify the Link metadata, including Title, Abstract, Document Grouping Options, etc. as desired.  (Further information on these fields are provided in the Notes below.) 
  • Click Save at the bottom of the screeen.

To add a new Client Library Link into a topic sub-folder:

  • From the Contents view, click on the "Add Item" drop-down menu in the management frame.
  • Select "client library link"
  • Fill in the fields appropriately.  (Further information on these fields are provided in the Notes below.)
  • Click Save.

Notes on Client Library Links:
  • The system is designed to present external pages to the user in a new browser window.  Depending on the user's browser configuration, these pages may appear in separate "tabs."


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.
 URL Supply the URL of the page you wish to link to.   You may include the http:// prefix on your URL.  If you do not supply this, the system will add this automatically.  (Ed note: is this correct?)