This is a guide to help you navigate through editing a list. In this guide you will find information on:
- Adding resources, paragraphs and sections to your resource list
- Moving items or sections within your list
- Editing an existing item, section or paragraph on your list
- Navigating your list while in edit
- Adding and editing notes on your resource list
- Requesting a course reserve
- View the list as a student
Note: All actions and menus are accessible using screen readers and your keyboard.
Adding to your list
Adding resources, paragraphs, and sections, is all completed using the Action bar, which appears on your list wherever you move your cursor.
Adding resources
Click 'Add Resource' to add resources to your list from your existing bookmarks, or create a new bookmark using Quick Add. If you aren't able to locate a resource with Quick Add, or if you'd prefer to manually create a bookmark, you're also able to do so from this screen.
Use the search bar to find a resource to add to your list. The results are separated into My Bookmarks (those from your bookmarks) and either Library Search - resources from your library's own holdings - if your institution is using a Discovery Layer integration, or Book Search if your library has opted to use results from Nielsen Book Data (more information is available here).
Click 'Show more' to see more results matching your search text, or browse your bookmarks.
Once you've found a resource you'd like to add to your list, click the title (if it's a Quick Add result, you'll be prompted to select an edition). The resource will be added to your list as an unpublished change, meaning this is not yet visible to students. This will remain an unpublished change until you choose to publish the list.
NOTE: If your institution has enabled our Discovery Layer integration, you will be able to search and add resources directly from your library's own holdings, instead of from Nielsen Book Data - this includes additional item types beyond books that your library may hold. If your institution has enabled this, then 'Library Search' will appear instead of 'Books Search' below your existing bookmarks. Further information is available in Talis Courseflow Discovery Integrations.
Adding paragraphs
Want to add a note to your resource list without it being associated with a specific item or section? You can do this using 'Add paragraph' from the Action bar.
Once you've clicked 'Add paragraph' a blank box will appear for you to start adding your notes:
Simple styling options are available within the paragraph to enhance your message. These are:
- Bold
- Italicise
- Underline
- Numbered list
- Bulleted list
You can also choose to include URLs in your text; when you're writing a paragraph, simply include a URL or email address you want to link to:
Once the paragraph is saved, those URLs will automatically convert to links that a user can click:
Don't forget to click 'Save' or 'Cancel' before continuing.
Adding sections
Sections are a great way to add structure and guidance to your list, making it easier for students to navigate and consume the information.
Clicking 'Add Section' opens a dialog box for you to add a title for your new section, and add a description if you so choose (Note: Description is not a required field).
Once you've entered a title and clicked 'Save' your new section will be added to your list as an unpublished change. This will remain unpublished until you choose to publish your changes.
The section will be easily identifiable by the empty section alert which contains prompts to start adding resources, paragraphs or sections into it. If you publish the list with an empty section, the alert will not be visible to your students.
You're not restricted to using those prompts to add to your section - you can use the action bar or move items as described below.
Moving items and sections on a resource list
We all have a personal preference regarding methods of creating and editing lists, and you might find some methods are better for certain scenarios, so if you are using the edit screen for the first time we do recommend you try different methods to see what best works for you.
There are three methods available for moving an item or section on your resource list. These are:
Cut and paste
This is a great all-round method for moving items and sections around on a list. To use this, click the action button next to the object you're wanting to move, then select 'Cut'.
The item you have cut becomes shadowed, and the action bar becomes a paste or cancel bar.
To paste the item or section in the list, navigate to where you would like it to be on the list and use the paste bar, or the 'Paste below' option visible in the above screenshot.
Note: This is to move an item or section within the same list, and is not able to cut something from one list and paste it into another.
Move up or Move down
If you only want to move an item or section one spot up, either above the next item or into the section above, you can do this by clicking the Action button, and selecting Move up (Move down is also available).
Note: If you want to move an item (or section) above or below a section, you should use either the 'drag and drop' or 'cut and paste' methods.
Drag and drop
If you prefer dragging and dropping elements into place, you're able to do this by clicking and holding the up and down arrow button. The below screenshot is the drag in action so you can see the shadowing that is visible when you are dragging an item.
If you are moving an item a long way, we'd recommend you use the cut and paste method.
Editing an existing item, section or paragraph on the list
If you want to edit an existing item, section, or paragraph on the resource list, you can do this by clicking the Action button and selecting 'Edit'. This will open the edit modal where you can make your changes, and then select save or cancel to take you back to the top of the List Edit interface.
IMPORTANT NOTES:
When editing an item's metadata,
- If the item is present on the student view on the list (ie. the item has been previously published on the list) updates are instantly available on the student view without the need to re-publish.
- If the same bookmark of the item is used on other lists you will receive a popup asking if you want to update this instance of the bookmark or all instances. Updating all instances will update the bookmark across your resource lists even when the item appears on an archived.
Any changes to sections and paragraphs need to be published before they are visible to your students.
Navigating your list when in edit
While on the list, the in list filter and navigation bar scrolls with you. Use this feature to:
- search the list for a specific item
- use the Table of Contents to jump between sections of your list (useful when using cut and paste)
- view the digitisation status of items
- choose to view only online or print resources
- filter the list by the importance of items
- view the list in a range of citation styles
Adding, editing or deleting notes on your resource list
Use notes to an item to give additional guidance:
- for your students (eg. important for assignment 1)
- or only to the library (eg. please place on short term loan)
To add or edit a student or library note, simply click the action button for the item and select the appropriate note:
This will open a free text box on the item where you can add or edit your message. Once you've added your message click 'Save', or click 'Delete' to remove the note.
The note for students can be identified by a mortarboard hat image, and the note for library has a small building image:
Note: The note for library is only visible on the edit view of the list. To ensure the library becomes aware of the note we recommend you send your list for review.
Requesting a course reserve
To request a course reserve from your list, click the actions button and select 'Request course reserve'.
This will launch the Request course reserve form. You will need to enter a Start and End Date, select whether you are requesting a digital copy and you can leave an optional message for the library.
If you tick the Request a digital copy box, you will be taken to a second page of the form where you will need to enter the Chapter name and optionally enter some page or reference page numbers.
Click Submit to complete the form. You will receive a pop-up informing you that your course reserve request has been submitted to the library.
View the list as a student
While editing the list it is often useful to see the list as a student would (without the edit options, etc). You can do this by clicking 'View' and selecting 'As student'.
Note: this is only available for lists that have been published or are published with unpublished changes.