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How to add a non-Analytics widget to the Alma Dashboard

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Presentation on theme: "How to add a non-Analytics widget to the Alma Dashboard"— Presentation transcript:

1 How to add a non-Analytics widget to the Alma Dashboard
Ex Libris Confidential © Copyright Ex Libris Ltd, All rights reserved. Ex Libris is a registered trademark of Ex Libris Ltd., as are other names and marks. Other marks appearing herein may be trademarks of their respective owners. Yoel Kortick Senior Librarian

2 Contents Introduction Step One – Create or identify URL
Step Two – Make widget refer to URL Step Three – Add to dashboard <Delete this slide, but use for reference>

3 Introduction This presentation will describe how to create and add a non-Analytics widget to the Alma dashboard. In order to add an Analytics widget to the dashboard see separate presentation “How to make an Alma Analytics Report Appear on the Alma Dashboard as a Widget”. <Delete this slide, but use for reference>

4 Contents Introduction Step One – Create or identify URL
Step Two – Make widget refer to URL Step Three – Add to dashboard <Delete this slide, but use for reference>

5 Step One - Create or identify URL
The first step is to create a page (or identify an existing page) to which the URL of the Widget will refer. It must be a URL which may be accessed by the user and PC for which Alma will include the Widget <Delete this slide, but use for reference>

6 Step One - Create or identify URL
Here is our page It is at URL <Delete this slide, but use for reference>

7 Contents Introduction Step One – Create or identify URL
Step Two – Make widget refer to URL Step Three – Add to dashboard <Delete this slide, but use for reference>

8 Step Two - Make widget refer to URL
Access the widget configuration via: Alma Menu > Administration > General > General Configuration Menu > Widgets > Customize Widgets <Delete this slide, but use for reference>

9 Step Two - Make widget refer to URL
Add the widget to refer to the URL. In the “Create a New Mapping Row” section fill in fields as below The Privileges come from column “Value” (not “Code”) in the privileges report from Administration > User management > Privileges Report <Delete this slide, but use for reference> The URL is added without “url=” at the beginning even though later (we will see) it appears with “url=” at the beginning

10 Step Two - Make widget refer to URL
After clicking ‘Add Row’ the new widget is added <Delete this slide, but use for reference> The URL has gotten added “url=” at the beginning. We added it in the mapping row without the “url=“ at the beginning.

11 Step Two - Make widget refer to URL
In the Privileges section we added “ACQ_ADMINISTRATION”. We took that value from the column “Value” (not “Code”) in the privileges report from Administration > User management > Privileges Report <Delete this slide, but use for reference> The Privileges report with specific privilege is on next slide

12 Step Two - Make widget refer to URL
<Delete this slide, but use for reference>

13 Contents Introduction Step One – Create or identify URL
Step Two – Make widget refer to URL Step Three – Add to dashboard <Delete this slide, but use for reference>

14 Step three – Add to dashboard
Any user (with specified privilege) can add this to his dashboard by clicking “Add Widget” and then clicking the relevant check mark <Delete this slide, but use for reference> Click here to make it active on dashboard

15 Step three – Add to dashboard
This user has the privilege ACQ_ADMINISTRATION so he does see the option to add the widget <Delete this slide, but use for reference>

16 Step three – Add to dashboard
This user does not have the privilege ACQ_ADMINISTRATION so he does not see the option to add the widget <Delete this slide, but use for reference> Widget “Useful Links” is not here

17 Step three – Add to dashboard
After clicking the checkmark the widget appears on the dashboard <Delete this slide, but use for reference>

18 Step three – Add to dashboard
The Alma Widget … Is identical to the web page <Delete this slide, but use for reference>


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