Go Local Input System Manual

> Version 1.2
>
> January 2005

**Contents**

[MedlinePlus Go Local Goal 3](#__RefHeading___Toc94435842)

[Technical Background Information 5](#technical-background-information)

[Part 1: Setting Up the Go Local Area
7](#part-1-setting-up-the-go-local-area)

[a. Creating the Designated Local Area
7](#a.-creating-the-designated-local-area)

[b. User Accounts 10](#b.-user-accounts)

[Types of User Accounts 10](#types-of-user-accounts)

[c. Map Local Area 12](#c.-map-local-area)

[Part 2: Creating Health Services Records for Your Area
15](#part-2-creating-health-services-records-for-your-area)

[a. Logging In 15](#a.-logging-in)

[System Timeout 17](#system-timeout)

[b. Menu options 18](#b.-menu-options)

[c. Creating Site Records 20](#c.-creating-site-records)

[1. How to fill out a site record form 20](#__RefHeading___Toc94435854)

[2. Site identifying information 21](#site-identifying-information)

[3. Service Area 22](#service-area)

[4. Display status 23](#display-status)

[6. Topic Mappings 24](#topic-mappings)

[6. Selecting local service terms and local health topics for your site
record: step by step
29](#selecting-local-service-terms-and-local-health-topics-for-your-site-record-step-by-step)

[7. Local organization site belongs to
34](#local-organization-site-belongs-to)

[d. Style Guide 35](#d.-style-guide)

[f. Search Records (in your area or in all other areas)
41](#f.-search-records-in-your-area-or-in-all-other-areas)

[Part 3: Other Go Local Input System Functions
43](#part-3-other-go-local-input-system-functions)

[a. Organization name module 43](#a.-organization-name-module)

[b. Look and Feel Module 43](#b.-look-and-feel-module)

[c. Preview module 44](#c.-preview-module)

[d. Changing Text Size 46](#__RefHeading___Toc94435867)

[e. Deleting records 46](#e.-deleting-records)

[Appendix 1: Selection guidelines 48](#appendix-1-selection-guidelines)

[Requesting changes to vocabulary 49](#requesting-changes-to-vocabulary)

[Appendix 2: Input system privileges
50](#appendix-2-input-system-privileges)

[]{#__RefHeading___Toc94435842 .anchor}**MedlinePlus Go Local Goal**

-   **What is Go Local?** Go Local links users to health services in
    their local community and directs users of the Go Local site to
    MedlinePlus health topics.

-   **What is the relationship between MedlinePlus and Go Local?**
    MedlinePlus provides authoritative medical information on diseases,
    conditions and wellness issues and links users to Go Local sites for
    nearby health programs, services and providers. (Think people,
    places, actions.)

-   **What is a designated Go-Local Area:** A designated go-local area
    is the unit that creates a site that is mapped to a particular
    portion of the United States. A designated go-local area may be an
    entire state (e.g., North Carolina), a portion of a state (e.g.,
    southeastern Ohio), a city (e.g., Los Angeles), or even a grouping
    of parts of several states (e.g., Tribal area consisting of portions
    of Arizona, New Mexico, Colorado and Utah.)

-   **What about geographic coverage?** To be most useful to the public,
    proposals should cover as large a geographic area and/or population
    as practical: for example, an entire state, or major portion of that
    state in either geography or population (e.g., a metropolitan
    statistical area) or a multistate region that covers a large
    geographic area or population. Exceptions will be considered for
    proposals which provide service to special populations, including
    large underserved areas. If NLM receives overlapping proposals, we
    will ask the participants to work together or negotiate the
    coverage.

![](media/image1.jpeg){width="3.754166666666667in"
height="6.748611111111111in"}

# Technical Background Information

How do I access the Go Local input system?

-   The URL for the Go Local input system is:
    [**http://wwwcf.nlm.nih.gov/mplocal/login.cfm**](http://wwwcf.nlm.nih.gov/mplocal/login.cfm)

Where is the Go Local input system?

-   The Go Local input system lives on a server at NLM.

What are the technical requirements for using the system?

-   Windows operating system

-   Internet Explorer 5.5 or above

    -   Set to accept cookies

    -   ActiveX enabled

    -   Set to check for new version of page every time

-   Macromedia Flash version 7 (you will be prompted to install if you
    do not have Flash or if you have an older version)

-   Other special applications as needed (e.g., RealPlayer, QuickTime,
    Windows Media Player, Adobe Acrobat reader)

Is there anything special I need to know about Flash?

-   You sometimes need to click on action buttons in Flash (instead of
    pressing the Enter key.)

-   When you click on links in a browser, you usually see an indication
    that a page is loading (a status bar or the animated graphic in the
    top right corner.) With Flash you don't see this. The Go Local input
    system does display "loading" messages while a page is loading.

-   It's a good idea to avoid using your browser's back button. Use the
    navigation on the pages instead.

-   On some screens, you will need to hold down the Ctrl key and click
    on list items to select them.

What do I do in the system?

-   Create records for local health care providers, health facilities,
    and health care programs and services

-   If you're a local area administrator, manage your maps, approve
    organization names, create your Go Local look and feel

-   Suggest additional topic mappings, see references, etc.

What don't I need to do in the system?

-   Create the map graphic of your region---supplied by NLM

-   Map your site records to areas on the map---done by address
    information in site records

-   Create a site map---done by program at NLM

-   Run statistics---done by program at NLM

-   Create your own local service terms---you can suggest additions and
    changes, though

-   Map the pages of local resources on your sites to MedlinePlus
    pages---NLM takes care of that.

-   Run broken link reports---will be done by a program at NLM (you will
    still need to check them)

-   Implement a zip code lookup---will be done by a program at NLM

What other information do I need to know?

-   If you cannot view options from a menu, we've provided a way to view
    or print a screen or list: click on the View/Print icon. You must
    manually close view windows.

-   Depending on your privileges, you may see different options on
    menus. For example, a selector does not see approval functions.

-   The system has some rules built in and will prompt you if you
    haven't filled out a form properly. For example, if you haven't
    included a required field such as a zip code, the system will not
    let you submit a record.

-   It's a good idea to have only one browser running the input system.
    You can run it in multiple windows, but sometimes things won't work.
    For example, if you've been editing a record in one window and log
    out of the second one, when you submit the record from the first
    window, the system will log you out!

-   Try not to use browser back button or refresh page button.

-   The cancel button gets you out of your current module.

-   If you want to uncheck a checked item, use the control-click
    feature.

-   You can sometimes make multiple selections by using the
    control-click feature.

-   In order for you to be able to change the size of text you see, be
    sure that under Internet Options, Temporary Internet files, the
    setting is to check for newer versions of stored pages for every
    visit to the page.

-   If you encounter problems with multiple browser windows, you may
    need to close all browser windows and start fresh.

# Part 1: Setting Up the Go Local Area

## a. Creating the Designated Local Area

Before you can log in, NLM must create a designated Go Local area
associated with a local administrator. You will need to provide the
following information on your designated local area:

-   The state or states your area covers. If your designated local area
    is an entire state you do not need to provide any information on
    counties.

-   If your designated local area covers parts of a state or parts of
    more than one state, then you will need to provide information on
    what counties to include.

-   The mapping program that NLM is using will "decide" where an
    organization is by its zip code. Sometimes this won't be exactly
    right, since zip codes bleed across cities and even counties, but it
    should usually be correct.

Below is a screen showing the Designated Local Area module that NLM
creates.

![](media/image2.png){width="5.877083333333333in"
height="4.730555555555555in"}

In this case, the Go Local area is an entire state.

If the designated local area were for a part of West Virginia, we would
give the local area a name and assigned the state, then choose the
counties that are in this area by clicking Open Counties Window.

![](media/image3.png){width="5.502083333333333in"
height="3.9631944444444445in"}

![](media/image4.png){width="3.588888888888889in"
height="3.1555555555555554in"}

You can assign multiple counties by holding down the CTRL key and
clicking. Then click Apply.

.

![](media/image5.png){width="4.754166666666666in"
height="5.445138888888889in"}

## b. User Accounts

Next, NLM must create user account(s) for the local administrator(s).
You will need to let us know who they will be. Local administrator(s)
can then create accounts for reviewers and selectors.

### Types of User Accounts

There are three levels of user accounts in the Go Local system.

[Selector]{.underline}

1.  Searches the Internet for health services information using search
    engines, web portals, announcement listservs, and drilling down
    through organizational home pages.

2.  Evaluates sites using Go Local selection guidelines developed by
    each Go Local area.

3.  Enters site record form for new materials into system.

4.  Reviews site records semi-annually.

[Reviewer]{.underline}

1.  Reviews work of selectors.

2.  Previews pages before Go Local site is released.

3.  Assigns sites for semi-annual review.

4.  May also perform all or some duties of Selector, above.

[Local Administrator]{.underline}

1\. Reviews work of selectors and reviewers.

2\. Creates user accounts for selectors and reviewers.

3\. Chooses color schemes for Go Local web site.

4\. Creates and edits graphics for Go Local logos.

5\. Creates parameters for Go Local maps, including subdivisions of
local area, links for cities, or user-defined regions on local map.

6\. Creates customized static pages for Go Local site.

7\. Deletes site records, organization name records.

8\. May also perform all of duties of Selector and Reviewer, above.

Once the local administrator logs in, he/she may create accounts for
local area users**.** Here are some important things to know about user
accounts:

a.  You can only create accounts for people in your Go Local area.

b.  There is no limit on the number of accounts you can create.

c.  If someone stops working on your project, you can make the account
    inactive.

d.  Userids have a 15-character limit and are case-sensitive.

e.  Userids must be unique throughout the system; it is not possible to
    have people with the same userid in more than one area. So you will
    need to use some sort of "standard" for creating login names. You
    can:

    i.  Always start with local area initials **OR**

    ii. Always put a number after the login name

Below are some suggestions for creating login names.

  ------------------- -------------- ------------ ----- ----------------------
  **Person's Name**   **Local Area** **Userid**         **Userid**

  Jane Smith          Connecticut    smithjct     OR    smithj1

  Jane Smith          Minnesota      smithjmn     OR    smithj2 (in this case,
                                                        if the Minnesota
                                                        administrator tired to
                                                        create a login for
                                                        Jane Smith called
                                                        smith1, the system
                                                        would say that this
                                                        userid already
                                                        existed.)

  Bill Jones          Minnesota      jonesbct     OR    jonesb1

  Bill Jones          Connecticut    jonesbmn     OR    jonesb2 (in this case,
                                                        if the Connecticut
                                                        administrator tired to
                                                        create a login for
                                                        Bill Jones called
                                                        jpnes1, the system
                                                        would say that this
                                                        userid already
                                                        existed.)
  ------------------- -------------- ------------ ----- ----------------------

Here's what the screen looks like when Local Administrator creates an
account.

## 

![](media/image6.png){width="5.997222222222222in"
height="4.022916666666666in"}

Here is what the list of users looks like.

![](media/image7.png){width="5.719444444444444in"
height="3.723611111111111in"}

## c. Map Local Area 

Once a designated local area exists, the local administrator can use the
local map module to customize the local area map. You can:

-   Create areas consisting of several counties

-   Choose cities to add to as links on your map

On the next page is a screenshot of a map for regions in Vermont.

NOTE: You can enter this information now, but the mapping feature will
not be available until a later date.

![](media/image8.png){width="4.90625in" height="6.1375in"}

On the next page is the module for selecting the text links on the Go
Local Vermont map. The list of cities is generated automatically from
the site records for the go local area. In this example, the local
administrator has selected to show text links for South Burlington and
Winooski, for all counties, and for the regions.

![](media/image9.png){width="5.90625in" height="8.183333333333334in"}

# Part 2: Creating Health Services Records for Your Area

## a. Logging In

When you log into the input system, you will see a menu with buttons.
Each button has a pull down list of additional items. The buttons you
see depend on your user privileges.

Here is the main login screen:

![](media/image10.png){width="5.6194444444444445in"
height="3.5416666666666665in"}

On the next page, Naomi Miller has logged in and the system recognizes
her as the Go Local administrator for Vermont.

![](media/image11.png){width="5.749305555555556in"
height="3.3743055555555554in"}

If you do not have ActiveX enabled, you'll see this message.

![](media/image12.png){width="5.75in" height="1.0916666666666666in"}

When you click OK, you'll see this screen:

![](media/image13.png){width="5.746527777777778in"
height="2.5659722222222223in"}

If you don't have the latest version of Flash (version 7), you'll see
this screen:

![](media/image14.png){width="5.625in" height="2.423611111111111in"}

### System Timeout

If you have logged in but have not performed any actions in the input
system for 30 minutes, the system times you out. You'll see this message
below. You may restart your session without losing your work by entering
your password, or you may log out.

![](media/image15.png){width="6.2444444444444445in"
height="3.3722222222222222in"}

Note: If you are on a long screen, you may need to scroll to see the
time-out message.

## b. Menu options

Menu options appear at the top of every screen, so they are always
available.

The selector and reviewer main menu looks like this:

![](media/image16.png){width="4.249305555555556in"
height="0.2881944444444444in"}

The local administrator main menu looks like this:

![](media/image17.png){width="6.749305555555556in"
height="0.2569444444444444in"}

On the next page are the detailed menu options.

To expand the menu, click an option.

![](media/image18.png){width="4.720833333333333in"
height="2.4895833333333335in"}

![](media/image19.png){width="0.8763888888888889in"
height="0.2520833333333333in"} includes the following

(This is where selectors and reviewers will do their work)

![](media/image20.png){width="1.5027777777777778in"
height="1.117361111111111in"}

![](media/image19.png){width="0.8763888888888889in"
height="0.2520833333333333in"} includes

![](media/image21.png){width="1.2506944444444446in"
height="0.4131944444444444in"}

![](media/image19.png){width="0.8763888888888889in"
height="0.2520833333333333in"} includes

![](media/image22.png){width="0.9986111111111111in" height="0.75in"}

![](media/image19.png){width="0.37569444444444444in"
height="0.2520833333333333in"} includes

![](media/image23.png){width="0.9986111111111111in" height="0.275in"}

![](media/image19.png){width="0.5006944444444444in"
height="0.2520833333333333in"} allows you to see how records are
populating your pages

![](media/image19.png){width="0.7513888888888889in"
height="0.2520833333333333in"} includes

![](media/image24.png){width="1.2506944444444446in"
height="0.5736111111111111in"}

![](media/image19.png){width="0.6256944444444444in"
height="0.2520833333333333in"} includes

![](media/image25.png){width="0.6208333333333333in" height="0.75in"}

## c. Creating Site Records

The Site Records menu contains the following options:

-   Fill out New Form

-   Pending Review

-   List Approved Records

-   List Returned Records

-   Delete Records (admin only)

-   Search Records in My Area

-   Search All Other Local Records

[]{#__RefHeading___Toc94435854 .anchor}**1. How to fill out a site
record form**

A form for a site record has four main sections:

> 1\. Site identifier information
>
> 2\. Display status and service area
>
> 3\. Topics
>
> 4\. Local organization site belongs to

Here are the fields on the form, along with their descriptions. Fields
with \* are required.

1.  Date entered: When you begin filling out a new form, this is
    automatically entered by the system

2.  Date reviewed: When a reviewer approves a record, this is
    automatically entered by the system.

3.  Date modified: Whenever a record is edited, a modified date is
    automatically entered by the system.

4.  Name of person creating the record: This is automatically completed
    based on your login information.

5.  Name of person reviewing site: This is automatically completed based
    on the reviewer's login information.

6.  Name of person modifying site: This is automatically completed based
    on the person's login information.

7.  Name of site\*: This is the name of the service, e.g., St. Mary's
    Hospital, Valley Diabetes Clinic, Columbia Cardiology Associates.

8.  URL: Must begin with http:// or https://.

9.  Address1\*: An address is required, but it can be only one line.
    Note: It is important for the local administrator to create
    standards for abbreviations such as Street, Drive, etc. because the
    system does not recognize these as being the same. This can cause
    problems with duplicate records.

10. Address 2

11. City\*: This is required.

12. State\*: There is a pull-down menu for selecting a state. Typing in
    the first letter of the state takes you to states beginning with the
    letter.

13. Zip code\*: Five-digit zip code is required. A link to the USPS
    zip-code lookup web site is available. Zip code must be valid for
    the state.

14. Zip code extension: Not required.

15. Phone number and its extension: The phone number can be in any
    format, e.g., (301)496-5000 or 301-496-5000 or 301 496 5000 ext. 23.

16. Description: This is where you can add text about a service, e.g.,
    "Provides flu shots from October to December and tetanus shots all
    year. Also provides periodic screenings for cholesterol, high blood
    pressure, and skin cancer." This description will display on public
    pages. Limited to 500 characters. Can format with hard returns.

17. Service area: The default is "Use Zip Code," which the system will
    translate into the county by using the zip code in the address. The
    other options are "areawide", which is the entire Go Local area, or
    any other counties you select from a state/county menu.

18. Display yes/no\*: The default is set to "no." If you are not going
    to display a site, you must select a reason.

19. Reason(s) not to display: Required if "no" is selected.

20. Associated local service terms\*: At least one local service term is
    required. The local service terms are mapped to local health topics.

21. Associated organization(s) name: If the site is part of a larger
    organization, you may create an organization name to associate with
    the site. For example, if the record is for the Washington County
    Mobile Health Screening Center, the organization might be the
    Washington County Health Department.

22. Comments: This is where selectors may add information about the
    record to aid reviewers (e.g., This clinic is a part of St. Mary's
    Hospital. Should St. Mary's Hospital also be listed as an
    organization?) Reviewers can also add information if they return the
    record to the selector (e.g., Please add Ambulatory Care Centers to
    this record.) When you add a comment, a date is entered
    automatically when you submit. Place the cursor at the top of the
    comments box so that the comments are displayed with the most recent
    first. MedlinePlus selectors and reviewers find it helpful to add
    their initials to comments to track changes to a record.

### 2. Site identifying information 

A site record requires a name, address, city, state, and zip code. It
may also include a telephone number or a web address.

![](media/image26.png){width="5.209722222222222in" height="2.79375in"}

### 

### 3. Service Area

When you are completing a site record form, you need to specify the area
for which the site provides service.

Here is the section of the site record form:

![](media/image27.png){width="5.457638888888889in"
height="2.3756944444444446in"}

Here's what the choices mean:

1\. "Use Zip Code" (the default): The service area is associated with
the county or counties covered by the zip code in the address.

> Example: The site record is for Fletcher Allen Health Care, a hospital
> in Burlington, VT 05401. This zip code is in Chittenden County. The
> hospital will appear on pages of local services and disease and health
> issues for Chittenden County.

2\. "Entire Area": The site record will be associated with the entire Go
Local area.

> Example: If you choose Entire Area for the above record, the hospital
> will appear on pages of local services and disease and health issues
> on all Vermont pages.

3\. "List of Counties": You may choose the county or counties for which
this site provides service.

> Example: If Fletcher Allen Health Care serves citizens in northern
> Vermont, you may choose specific counties. Opening the Counties window
> allows you to select counties in your area or in other areas, as
> illustrated below.
>
> ![](media/image28.png){width="4.547916666666667in"
> height="5.432638888888889in"}
>
> In this case, the hospital will appear on pages of local services and
> disease and health issues on pages for the four selected counties.

### 4. Display status 

The default display status for a record is **No**. The selector must
change the status to **Yes** for the site to display. If you keep
**No**, you must also choose a reason not to display the record.

![](media/image29.png){width="6.186111111111111in"
height="1.0444444444444445in"}

**5. Topics**

Adding a topic is the most complex step in creating a record. You need
to associate a record with both **local service terms** and **local
health topics**. Here are some definitions:

**Local service term**: These are the terms for healthcare providers,
health facilities, and health programs and services. They are unique to
the Go Local vocabulary. Local service terms are mapped to local health
topics. They also may be used as a "see related" topic on the local
services topic pages (e.g., on the Acupuncturists page may be a
reference "You may also be interested in Pain Clinics.") Local service
terms may be associated with local see references (e.g., AA see Alcohol
Abuse Programs.)

**Local health topics**: These are a subset of MedlinePlus health
topics. In some cases, the local health topics are identical to
MedlinePlus health topics (e.g. Diabetes, Alternative Medicine.) In
other cases, MedlinePlus health topics are used as see references to a
broader topic (e.g., "AIDS and Infections" is mapped to the broader term
AIDS.) A see reference maps to a broader term.

### 6. Topic Mappings

**Local service term to local health topic**

-   Some local service terms contain automatic mappings to health
    topics. They are provided for your convenience, so that you do not
    need to choose them each time you find a site that should be mapped
    to a health topic. Example: Acupuncturists is automatically mapped
    to the local health topic Alternative Medicine.

-   Some local service terms contain suggested mappings to health
    topics. They are provided because you might want to associate sites
    to additional health topics. Example: Acupuncturists has a suggested
    mapping to the local health topic Cancer.

-   You may also choose to associate any local service term to any
    health topic. Example: You might choose to map Acupuncturists to the
    local health topic Foot Injuries and Disorders, if you are indexing
    a web site for an acupuncture practice that specifically says it
    treats foot pain.

**Local service term to another local service term**

-   Some local service terms may have see references. Example: AA see
    Alcohol Abuse Treatment Programs.

**Local health topic to another local health topic**

-   On some local health topic pages, other local health topics may
    appear on the page as "see related" references if there are
    additional services on one of these related topics. Example: On the
    Heart Diseases page you might see a link saying "Related Services in
    \[name of Go Local site\] area: Heart Failure."

-   Some local health topics may have see references. These are
    MedlinePlus health topics that have been "mapped" to a broader local
    health topic. Example: Dermatitis see Skin Diseases.

Local health topics and local service terms are also mapped to
MedlinePlus health topics

-   When you are on a local health topic page or a local services page,
    you will also see links to MedlinePlus health topic pages. Example:
    On the AIDS local health topic page, you will see a list saying
    "Health Information from MedlinePlus: AIDS, AIDS and Infections,
    AIDS and Pregnancy, AIDS---Living with AIDS," etc.

![](media/image30.png){width="7.679166666666666in" height="5.89375in"}

![](media/image31.jpeg){width="8.305555555555555in"
height="5.995138888888889in"}

![](media/image32.jpeg){width="8.234027777777778in"
height="5.995833333333334in"}

### 6. Selecting local service terms and local health topics for your site record: step by step

Step 1: Click on the Open Local Service Terms Window button

![](media/image33.png){width="3.4902777777777776in"
height="0.39791666666666664in"}

Step 2: The Local Service Term Window opens.

![](media/image34.png){width="5.009722222222222in"
height="5.584722222222222in"}

Step 3: Click on a local service term to select it and click OK. Note:
You can only choose one local service term at a time. Clicking on a see
reference to the local service term is the same as clicking on the local
service term.

Note: When this screen opens, it shows you the first 20 local service
terms. You can also select from the alphabetical list at the top of the
screen. Another option is to type words into the search box. The options
are "start with" and "contain."

![](media/image35.png){width="5.045833333333333in"
height="5.502083333333333in"}

Step 4: The window shows the automatic mappings to local health topic
mappings, the suggested health topic mappings, and the "Browse Other
Local Health Topics" button for you to associate additional terms if
desired.

Note: you may select as many suggested mappings as you want, or click
select all to choose all suggested mappings.

Below, the suggested map Head and Brain Injuries is selected. If there
are automatic maps at the top, they cannot be changed.

![](media/image36.png){width="5.995833333333334in"
height="5.006944444444445in"}

Step 5: Below, you have clicked on Browse Other Local Health Topics and
chosen to map Group Homes to Polio and Post-polio Syndrome.

![](media/image37.png){width="5.0in" height="5.002777777777778in"}

Note: You may select multiple topics by holding down the Control key
(Ctrl) and clicking.

Step 6: When the user clicks Apply, the Other Local Health Topics window
closes, and the user is returned to the mapping window for Group Homes,
which now looks like this:

![](media/image38.png){width="5.023611111111111in" height="6.25in"}

At this point you may:

a\. Click Apply & Continue to select another Local Service Term to map
to this record.

b\. Click Apply & Close to finish the topic portion of the record.

c\. Click Cancel Selection to remove Group Homes (and its associated
local health topics) and return to the Assign Local Service Terms
window.

### 7. Local organization site belongs to

The last step is to assign the local organization that the site belongs
to.

![](media/image39.png){width="5.36875in" height="2.142361111111111in"}

Clicking on "Open Local Organizations Window" brings up a list of local
organizations.

![](media/image40.png){width="4.965972222222222in"
height="3.4444444444444446in"}

If the organization is not listed, you may enter a New unapproved
organization name below the Organizations window. Note: Sites do not
need to be associated with an organization name.

When you've filled out all the information on the form, you can submit
it by clicking on the Submit button. After a site record is submitted,
it moves to the Pending Records queue.

## d. Style Guide

Each Go Local site should create its own style guide for site records.

Having a set of style rules not only make your data visually consistent,
but can also protect against duplicate records. Elements to consider in
your style guide include punctuation and capitalization standards. Also,
consider abbreviation standards for address elements, such as St. for
Street, etc.

Creating standards for address fields is especially important to avoid
record duplication. For example, if a selector enters a resource using
St. in the address and another selector enters the same resource but
uses Street, the system will treat these two records as unique and not
as duplicate records.

Below are some examples of standards that MedlinePlus uses for
establishing the names of organizations. These are provided for guidance
in developing a style guide; you may choose to use other standards.

-   Be sure you are using the name of the organization, not the same of
    the Website (although in some instances they may be the same).

-   Select the name as it appears on the site. In addition to the banner
    at the top of the page you should check the copyright statement at
    the bottom of the page and/or organization\'s homepage if a link is
    provided, for guidance on what the name \"officially\" is.

-   When looking for the organization responsible for a web site, do not
    create organization names if the sponsorship is financial only. In
    cases of doubt, create a record the name of the sponsoring
    organization.

    -   Example: The home page of PsoriasisNet says that it is \"an
        online patient education service of the American Academy of
        Dermatology, supported by an unrestricted grant from Fujisawa
        Healthcare, Inc.\" Fujisawa does not have any responsibility for
        content. Do not create an organization name for Fujisawa to
        associate with the record for PsoriasisNet.

-   If there is both a spelled out form of a name and an acronym, use
    the spelled out form of the name as the standard form.

-   Always abbreviate the word Department to Dept., no matter how it
    appears on the page.

***e. Pending Records***

Local site administrators, reviewers, and selectors can all see the
records in the pending queue. Only local site administrators and
reviewers see the check boxes to approve or return records. This is a
screen shot of pending records the selector sees.

![](media/image41.png){width="5.46875in" height="4.373611111111111in"}

When you select a record by clicking on it, you can then use the buttons
at the bottom of the screen to:

> 1\. Edit: Modify the site record. Note that if you edit a record you
> assume "ownership" of the record.
>
> 2\. Copy: Create a copy of the site record to edit. The site record is
> copied in the Fill Out New Form screen. You must change something on
> the site in order to be able to submit the form.
>
> NOTE: How does the system detect duplicates? If there is no URL, the
> combination of site name and Address1 must be unique. If there is a
> URL, the combination of site name, URL, and Address1 must be unique.
>
> 3\. View: See the information for the site record without editing it.
> (See screen shot on next page).
>
> 4\. Go to Site: Go to the URL associated with the site.

You may also view the entire list or print it by clicking on the
View/Print List icon on the bottom right.

![](media/image42.png){width="4.125in" height="4.495138888888889in"}

View local site record information.

This is what the reviewer sees from Pending Review. In addition to the
buttons available on the selector screen, the reviewer can also:

1\. Approve or return records by checking the App or Ret box and
clicking on the Submit Checked Sites button. Below is a screen shot of
the Pending Records screen the reviewer sees.

![](media/image43.png){width="6.252777777777778in"
height="4.313194444444444in"}

2\. Add comments to records (useful if you are returning a record.)
Adding comments does not count as "editing" so you don't assume
"ownership" of the record. On the next page is a screen shot of a record
to which a reviewer has added a comment.

![](media/image44.png){width="5.370833333333334in" height="4.04375in"}

When the reviewer clicks on Submit Comments, she receives a confirmation
screen. When she confirms, she returns to the pending records screen.

Below, the reviewer has approved one record and returned one record.
When she clicks on the "Submit Checked Sites" button, she sees this
confirmation screen:

![](media/image45.png){width="5.829166666666667in"
height="3.6902777777777778in"}

When a record is returned, the person who created the record will be
notified upon log in.

![](media/image46.png){width="5.319444444444445in"
height="2.0902777777777777in"}

Clicking on the red text above takes you to the list of your returned
records.

![](media/image47.png){width="5.373611111111111in" height="3.78125in"}

## f. Search Records (in your area or in all other areas)

The search function has two tabs: one for the search criteria, the other
for results. On the next page is a results screen.

To see all records in your area, just click Search.

To see specific records, enter your search criteria and click Search.

![](media/image48.png){width="4.746527777777778in"
height="6.384027777777778in"}

You [cannot]{.underline} search for records by county or region, because
these are generated from the mapping program in the database.

![](media/image49.png){width="5.999305555555556in"
height="3.879861111111111in"}

Note: if you are searching to determine if a site already exists in the
system, it's important to search using several different criteria.

Buttons at the bottom of the screen:

![](media/image50.png){width="5.500694444444444in"
height="0.5236111111111111in"}

From the results screen, you can:

-   Edit a record

-   Copy a record

-   View a record

-   Go to the site itself

-   Export the list of records to an Excel file. The exported file will
    include the local service terms and local health topics associated
    with each site record, so you will be able to sort records to get a
    preview of how your pages will look.

-   View or print the list. This is useful for long lists of results.

IMPORTANT: When you're on the results tab, don't use the browser back
button!

# Part 3: Other Go Local Input System Functions

## a. Organization name module

The local administrator approves or edits the name from this module.
When selectors create site records, they assign the organization or
organizations responsible for the site from a pick list. If they don't
find the organization listed, they may create a new, unapproved
organization name. Standardization of abbreviations, such as for
Department or state name, is strongly encouraged.

The local administrator may also add see references to organization
names to assist selectors and reviewers. An example of the Edit
Organization screen is displayed below.

![](media/image51.png){width="6.465277777777778in"
height="4.423611111111111in"}

## b. Look and Feel Module

The look and feel module allows the Local Administrator to create an
"About Us" page. This module allows you to compose an HTML page that
will be displayed to the public. You may include links to Web addresses
outside the Go Local system, such as a link to a live chat service at
your library. There is also a module to enter an email address for a
"Contact Us" link.

NLM is currently working on the implementation of modules for color
schemes, logos, headers, footers, and features on the home page. We
expect to release these features in Spring 2005.

## c. Preview module

The preview module allows Go Local input system users to see what their
pages look like before their area is available to the public. Once your
Go Local site is released, you may also preview changes using the
Preview module.

As NLM adds customization features such as the ability to choose colors
and logos, your preview will more closely reflect the "look and feel" of
your Go Local site.

Below is the generic Preview menu for Indiana.

![](media/image52.png){width="5.572916666666667in" height="2.0in"}

You can drill down through this menu to see results for your area. Here
is a list of services by providers, facilities, and services.

![](media/image53.png){width="5.995138888888889in"
height="5.722916666666666in"}

Choosing Support Groups brings you to a screen where you can choose a
location.

![](media/image54.png){width="5.99375in" height="2.5875in"}

Choosing Indianapolis brings you to the list of records for Support
Groups in Indianapolis.

![](media/image55.png){width="5.997916666666667in"
height="5.607638888888889in"}

[]{#__RefHeading___Toc94435867 .anchor}***d. Changing Text Size***

Because the Go Local input system is written using Flash, you cannot
change the display of the size of the text you see on the screen using
the "View, Text Size" feature of your browser. To change the size of the
text you see, you will need to use the Text Size button.

There are five sizes:

Largest

Larger

Medium

Smaller

Smallest

The default is Medium.

A few things to remember:

-   IMPORTANT: changing text size in the middle of a task such as
    editing or fillng out a new form may result in the loss of your
    data! Save your work before changing text size.

-   The current selected text size will be stored, so the system will
    remember the next time you log in.

-   If you change the text size in the middle of a process (for example,
    if you are in the middle of filling out a new form) the text size
    will not change until you complete the process. Whenever you change
    the text size, you will see an alert box.

![](media/image56.png){width="5.125in" height="2.577777777777778in"}

## e. Deleting records

Local administrators may delete records from their area's database.

![](media/image57.png){width="5.373611111111111in"
height="3.6791666666666667in"}

You might want to delete a duplicate record or a record for a site that
no longer exists.

# Appendix 1: Selection guidelines

Go Local sites link MedlinePlus users to health services in their local
community and direct users of the Go Local site to MedlinePlus health
topics. For example, users get medical information on diabetes from
MedlinePlus and then link to a Go Local site for nearby health programs,
services and providers. Go Local sites should collect services
including: state and local health departments, medical centers and
clinics, practitioners, libraries, local voluntary health agency
chapters, and support groups. **Go Local sites should not collect and
index locally-created health information.**

These guidelines can serve as a starting point for Go Local sites to
develop their own guidelines. **You may find that you need to adapt
these guidelines based on your area's needs.**

**Authority of source**

-   The sponsorship of the site is clear. The credentials or
    qualifications of the sponsors are provided. (But North Carolina
    found that this was often a problem with their local sites.)

-   There is a way to contact the site.

-   Sites for an individual health care provider must include credential
    information.

-   If the site is commercial, it acknowledges any commercial interest
    or personal point of view.

**Content**

-   Pages contain a created, revised, or update date. (But North
    Carolina found that this was often a problem with their local
    sites.)

-   Links on the site are reliable and relevant.

-   Information on the site is unique and not readily available
    elsewhere. The information is not redundant with information
    available from other sources already in the database.

-   The site does not contain inaccurate, erroneous, misleading or
    dangerous medical information, claims, or allegations.

-   Most information on the site is available at no charge.

-   Registration, an account, or password is not required to access site
    information.

**Audience**

-   The intended audience of the site is consumers (the general public.)

**Local Relevance**

-   The site provides information about a local or regional
    organization, service or activity.

**Other issues** (thanks to the University of North Carolina for these
suggestions)

How many records to create for a web site? UNC considers:

-   Ease of navigation, e.g., number of clicks necessary to move to the
    content on related pages; descriptiveness of links to related pages

-   Distinctiveness of the related pages: is an additional local term or
    health topic necessary to describe the content?

-   Quantity of information on the related pages

-   Uniqueness of the information on the related pages: is this the only
    site of its type, or the only type in the region?

How many topics to assign to a web site? UNC tries to index to the most
specific term available.

-   If the web site is primarily concerned with breast cancer, the
    health topic chosen should be breast cancer.

-   If the web site is for a cancer clinic which mentions their
    treatment of breast, ovarian, lung and prostate cancers, the
    cataloging should use the health topics: breast, ovarian, lung and
    prostate cancers as well as the general topic cancer.

## Requesting changes to vocabulary

The Go Local system vocabulary builds on the work of the University of
North Carolina's NCHealthInfo vocabulary efforts. As you use the system,
you may find that there are things you'd like NLM to change. We will try
to accommodate local requests if possible, but changes impact all Go
Local areas using the NLM-supported system.

Kinds of things we can change:

> 1\. Add a new see reference to a local service term
>
> 2\. Add a new suggested mapping from a local service term to a local
> health topic
>
> 3\. Change a mapping from suggested to automatic or vice versa
>
> 4\. Create a new health topic on MedlinePlus if there is a need for
> health information on a subject. For example, NLM created a topic for
> Pfiesteria Infections at the request of North Carolina, where this was
> a health concern.

# Appendix 2: Input system privileges

  ----------------------------------- -----------------------------------
  **Menu Item**                       **Privileges**

  Site Records                        **All**

  Fill Out New Form                   

  Pending Review                      **Reviewer or Local Administrator
                                      can approve records.**

  List Approved Records               

  List Returned Records               

  Delete Records                      **Only Local Administrator can
                                      delete records.**

  Search Records in My Area           

  Search all other local records      

  Local Organization Names            **All**

  Add Organization Name               

  List Organization Names             

  Approve Organization Names          **Local Administrator**

  Local Look and Feel                 **Local Administrator**

  Header                              

  Footer                              

  About Us page                       

  Featured Site                       

  Color scheme                        

  Local Map                           **Local Administrator**

  Map organization                    

  Selection for Geo text link         

  Accounts                            **Local Administrator**

  Add User Account                    

  List User Accounts                  

  Change Password                     

  Account                             **Selector/Reviewer**

  Change Password                     **Own account (Local administrator
                                      can change passwords for their
                                      selectors and reviewers.)**

  Preview                             **All**

  Designated Local Areas              **NLM**

  Add Designated Local Area           

  List Designated Local Areas         

  Release Designated Local Areas      

  Reasons not to Display              **NLM**

  Add Reason                          

  List Reasons                        

  Type of Sites                       **NLM**

  Add Type of Site                    

  List Types of Sites                 

  Format Identifiers                  **NLM**

  Add Format Identifier               

  List Format Identifiers             

  Local Service Terms (creation only, **NLM**
  includes local service term, type   
  of site, see refs to local service  
  term, and see related local service 
  term.)                              

  Add Local Service Term              

  List Local Service Terms            

  Designated Local Area Switch        **NLM**

  Font                                **All**

  Small                               

  Medium                              

  Large                               
  ----------------------------------- -----------------------------------