2.7. Staff Portal Page

Last Updated 11/08/2023

Staff Portal Page Customization

The Local Administration interface allows a staff user with System Admin permissions to customize the Evergreen Splash Page, also known as the Staff Portal Page. This is the page that displays to staff when they login to the Evergreen staff client.

The Staff Portal Page typically consists of three columns with links to commonly used functions in Evergreen.

Library Systems may configure a single portal page specific to their system, or create portal pages for each individual branch within the system. The displayed portal page will depend on the staff user’s workstation.

Staff Portal Customization Interface

Administrators can access the interface to customize the portal page under the Administration menu. Select Local Administration from the menu and Staff Portal Page from the Local Admin splash page.

The interface shows a grid of Portal Page Entries and by default will scope to show just your system's branches. You can scope to your branch or entire system using the drop down list in the top left.

Staff Portal Page Admin

Actions from this interface:

New Portal Page Entry (button) - this will open a modal with a blank portal page entry form. The new entry’s owner will default to the workstation organizational unit.
Clone a Library’s Portal Page Entries (button) - this will clone the entire set of entries from one library to another library. If you want the cloned entries to replace any existing entries at the target library, check the checkbox Clear Entries at Target Library? After you clone a set of entries, the grid will refresh and automatically change the library selector to the target library.
Delete Selected (right click or action menu) - this will delete all selected portal entry items.
Edit Selected (right click, action menu, or double click) - this will open an edit modal for the selected line.

Portal Page Entry Modal

This is the modal that will display when you add a new portal page entry or edit an existing portal page entry. This modal has the following fields:

Entry Label - this is a free text label which will display differently on the portal page depending on what Entry Type is used.
Entry Type (required) - this is a dropdown which indicates which type of entry is being configured. Each Entry Type has specific display styling and function, as well as impacting how the Entry Label will display.
- Catalog Search Box: this will create a basic Evergreen search box. When Catalog Search is selected, the Entry Label text will display in the Search button.
- Header: this will create a column header. It should only be used in Column Position 0 (i.e. the top “row” of a column). The Entry Label text will display as the Header text.
- Link: this will create a link to an external URL or a mailto URI. The Entry Label text will display as hyperlinked text pointing to the URL specified in Entry Target URL.
- Menu Item: this will create a link to an internal Evergreen Staff Client page. The Entry Label text will display as hyperlinked text pointing to the internal Evergreen link specified in Entry Target URL.
- Text and/or HTML: this will create a short piece of either plain text or marked up text. See below for a list of acceptable markup. The Entry Label text will show as a non-hyperlinked heading above any text or HTML entered in Entry Text. Entry Label can be blank for this Entry Type, if you choose.
Entry Target URL - this is a text field to specify a target URL for the Entry Types Link or Menu Item. This field is ignored by other Entry Types.
- For Entry Type Link, external URLs must include the full path.
- For Entry Type Menu Item, use relative URLs. Typically these will start with /eg/staff or /eg2/staff. Make sure to omit any localization indicators in the path (such as en-US) if you use more than one interface language in the staff client.
Entry Text - this is a free text field used by the Entry Type Text and/or HTML. This field is ignored by other Entry Types.
- Basic HTML is acceptable in this field.
- Unsafe HTML such as script tags will be automatically stripped when the portal page is rendered, as will the style attribute.
- Tags and HTML attributes that can be used include:
  - strong, em, i, b
  - a, including the href and target attributes
  - class (and some of the Bootstrap text color classes like text-primary, text-secondary, text-success, text-danger, text-warning, and text-info can be useful here)
  - span, div
Entry Image URL - this is a text field to specify an image URL to use for the icon that displays next to each portal page entry.
- It is recommended that images be approximately 48 x 48 pixels.
- External image links must use an https URL.
- Stock images on the Evergreen server can use a relative link, i.e., /images/portal/retreivepatron.png
- Stock images available in /images/portal/ include (image names are case sensitive):
  - background.png
  - back.png
  - batchimport.png
  - book.png
  - bucket.png
  - eg_tiny_logo.jpg
  - forward.png
  - helpdesk.png
  - holds.png
  - logo.png
  - map.PNG
  - newtab2.PNG
  - receipt_editor.png
  - registerpatron.png
  - reports.png
  - retreivepatron.png
  - z3950.png
Page Column (required) - This accepts an integer value of 1, 2, 3, etc. and indicates column position from left to right horizontally. More than three columns will start to wrap around to a new line.
Column Position (required) - This accepts an integer value of 0, 1, 2, etc. and indicates the “row” position from top to bottom vertically.
Owner (required) - This defaults to the workstation organizational unit when adding a new Portal Page entry.
ID (automatically generated) - The internal system ID of the specific Portal page element.

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