Menu Design – Simplified Template and Mobile Configuration

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This section describes all configuration options for the simplified menu templates and the mobile SFX menu. Refer to the SFX Advanced User’s Guide for information concerning configuration options for the advanced menu templates, as well as all additional configuration settings for this menu.

Configuration of the SFX menu for mobile devices uses the same configuration UI as the Simplified template No. 1. For more information, see Mobile SFX Menu.

After any configuration change, you can either save your changes by clicking Save, or you may decide not to save them by clicking the Load Last Saved link. In this case, the last saved configuration is loaded and the changes made are deleted.

Additionally, it is possible to reload the default configuration provided with the SFX simplified menu template by clicking Load Defaults. This deletes all customized settings.

Menu Design

To customize the SFX menu, click Menu Design from the left panel. The following window opens:

Menu Design

The following are the available configuration options:

Header Image Type – Where to display the header image. Select from the following:
- No Header – No header image is displayed. The banner area is the first element of the SFX menu.
- Above SFX Banner – The header image is displayed above the SFX banner, as in SFX Menu.
- Instead of SFX Banner – The header image is displayed at the top of the page and the banner is not displayed. Record metadata is still displayed. Do not select this option if you want to display the language drop-down list, since the language drop-down list is part of the banner.

To change and preview the header image, click Select image next to the currently configured header image preview. A dialog box is displayed showing the current available banner images. Select a displayed image or upload a new one.

Show Image in SFX Banner – A small logo image can be displayed in the SFX banner. By default, the SFX logo is used. The logo can be replaced by uploading or selecting a different logo. To change the logo, click Select image next to the currently configured image. A dialog box is displayed, showing the available logo images. Select a displayed image or upload a new one. The logo must be 23 pixels high and have a width between 70 and 200 pixels in order to fit in the SFX menu banner area.
Header Image for Mobile SFX Menu – This header image is displayed at the top of the SFX menu when it is viewed in a mobile device. By default, the SFX logo is used. The logo can be replaced by uploading or selecting a different logo. To change the logo, click Select image next to the currently configured image. A dialog box is displayed, showing the available logo images. Select a displayed image or upload a new one. It is recommended to use an image 50 pixels high and 210 pixels long. For more information concerning the mobile SFX menu, see Mobile SFX Menu.
Collapsible Menu – Select to group the services in the SFX menu into basic and advanced groups of services. The advanced services are hidden when the SFX menu initially loads. They can be viewed only when you click More Options in the SFX menu. When the collapsible menu is disabled, all services in the SFX menu are displayed immediately. The collapsible menu option is the default.
Alignment of 'More Options' tab – Select to align the More Options tab to the right or the left. When using the collapsible menu, the More Options tab appears in the SFX menu if advanced services are available. By default, the More Options tab is aligned to the right of the SFX menu.

Target Design

Click Target Design from the left panel to configure the display of the target services in the SFX menu.

Target Design

The following are the available configuration options:

Text to Hyperlink – This controls which part of the service text is hyperlinked.
The options are:
- None – None of the target text is hyperlinked. The only way to link to a target is to click the icon on the left side or click Go, if this is available.
- Service Type – Only the service type is hyperlinked.
- Target Name – Only the target public name is hyperlinked.
Display Headers for Service Types – Select to display a header for each service type. The default is to disable this option.
Show Fill-in Boxes – Select to display fill-in boxes to edit the record metadata for full-text, getAbstract, and getToc services. The default is to disable this option.
Show Go Button – Select to display the Go button (on the right side of each target). The default is to disable this option.
Target Icon – Controls what is displayed to the left of each target. The options are:
- Same to all – Select to display the same icon for all targets (for example, a small arrow image). To select the image, click Same to all or the image, and select or upload a different image.
- None – Select to have no icon displayed for any target. If you select this option, it is recommended to select a text to hyperlink or enable the Go button.
- Icon – Select to define an icon for each service type. Selecting this option first displays a preview of the icons available out-of-the-box and allows you to upload or select a new icon. It is also possible to select a blank icon so that no icon is displayed for that service type.

Service Precedence

Click Service Precedence from the left pane to configure the order of services in the SFX menu and import preferences previously defined in the configuration files. The following window opens:

Service Precedence

The only service that cannot be configured in the Service Precedence tab is the bX getRecommendation service. This service uses very specific display programs, and its appearance is controlled by the UNIX configuration file, config/bx.config. For more information on the configuration of the bX recommendation service, refer to the bX–SFX Configuration Guide.

The following are the available configuration options:

Service types order – Determines the order of services in the SFX menu. For example, if the getFullTxt service is the first one listed, it is the first service displayed in the SFX menu, if it is available in the list of targets.

Move the service types up or down by selecting them from the list box and using the arrows to the right of the list box.

Service types to be placed in ‘Basic’ group – Determines which service types are part of the basic group of services versus the advanced group. This is available when the collapsible menu is turned on. To add service types to the basic group, select them from the list box and use the arrows place them in the basic group.

If the SFX menu is set up to display services in a basic and advanced section, the configuration option Service types to be placed in ‘Basic’ group takes preference over the option to define the order of the service types. The SFX menu behavior is:

The service types are first separated into Basic / Advanced groups as per the configuration option Service types to be placed in 'Basic' group
Within each group, the order of the service types is according to the Chosen service types order option.

Run Import Precedence Wizard – Click to import the current configuration for service precedence used for the advanced SFX menu template. The wizard imports the current settings from the following files:
- config/services_public_name.config_
- config/basic_grouping.config_
- config/sort_services.config_
- config/bottom_list.config_

Target Precedence

Click Target Precedence from the left pane to configure the order of the target services. The following window opens:

Target Precedence

If several target services of the same type are displayed in the SFX menu, they are displayed, by default, in alphabetical order by target name. Changes can be made to this default alphabetical order using the two sections of the Target Precedence tab.

The following are the available configuration options:

Target precedence – Determines which targets is displayed at the top of the SFX menu target list.
Targets to be placed last –Determines which services are listed at the bottom of the list of services.

Click Add Target to add a target to the list.

Click Remove Target to remove a target from the list.

Click Run Import Precedence Wizard to import the current configuration for target precedence used for the advanced SFX menu template. The wizard imports the current settings from the following files:

config/services_public_name.config_
config/basic_grouping.config_
config/sort_services.config_
config/bottom_list.config_

If the option is selected in the Other tab, precedence in the SFX menu is given to targets that are identical to the source from which the request originated. (For more information, see Giving Preference to the Original Source.)

Note that this functionality overrides any other target sorting options that you indicate, but does not interfere with display logic rules.