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New Submission Form Test Instructions

Page history last edited by Kate Moriarty 5 years, 3 months ago

Test of new submission form, June 2018

 

Follow these steps:

  1. Log in to WordPress (http://rbms.info/scf/wp-admin)
  2. Open https://rbms.info/scf/submit/
  3. Fill out the form from one of your assigned citation forms (complete list here: New proposals). Use your own name and email address.
  4. Go to the WordPress site and click on "SCF Pages" on the left-hand side. You should see the form you just filled out in the list as "Pending". Mouse over it and click "Edit"
  5. The WPUF Custom Fields should appear under the Comment box. You may need to expand them - if you see only the label WPUF Custom Fields followed by the Discussion box, there should be a down arrow next to the WPUF Custom Fields label. Click the down arrow to display all of the fields. These are the fields to edit. Ignore the second set of fields, labeled "Custom fields" at the bottom of the screen. If you do not see the WPUF Custom Fields at all, please contact Ann and Kelli immediately so we can try to resolve the issue. 
  6. Edit the form to conform to our style guidelines (Instructions for Editing and Formatting New Citation Forms) and ensure that the new citation form follows our Working Principles.
  7. Enter the form on the New citation forms created 2019 spreadsheet as usual.
  8. When done, either Save as Pending if you have questions about your citation form, or Publish if you are satisfied.
  9. Preview, or View post to see how it looks on the website.

 

Watch for issues:

  1. Is the submission form easy to understand and fill out? Do we need to provide any additional instructions? Try to imagine filling it out from the perspective of a new user.
  2. Is the editing process smoother this time around? Are there any issues with how the fields map or display in the public interface? Is your work saved and published correctly?
  3. Any other issues or concerns?  
    1. There is no field in the new proposal form for "OCLC # for records in which the bibliography has been cited". Originally we wanted to include that because we wanted warrant for adding citations. However, I don't know that we refer to that field very often, and we have never rejected a proposal simply because it lacked any information there. How do we feel about doing away with it?

 

 

 

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