![](media/image1.jpeg){width="2.25in" height="0.7604166666666666in"}

Input System Manual

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*MedlinePlus Go Local Input System Manual*

October 2008

[U.S. National Library of Medicine](http://www.nlm.nih.gov/)

[National Institutes of Health](http://www.nih.gov/)

8600 Rockville Pike, Bethesda, MD 20894

Contents  {#contents .list-paragraph}
========

[Contents i](#contents)

[1. Introduction *(Updated August 27, 2008)*
1](#introduction-updated-august-27-2008)

[1.1 MedlinePlus Go Local Goal 1](#medlineplus-go-local-goal)

[1.1.1 What is Go Local? 1](#what-is-go-local)

[1.1.2 What is the relationship between MedlinePlus and Go Local?
1](#what-is-the-relationship-between-medlineplus-and-go-local)

[1.1.3 Go Local area coverage 2](#go-local-area-coverage)

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

[1.2.1 Go Local Input System 2](#go-local-input-system)

[1.2.2 Technical requirements for the Go Local Input System
3](#technical-requirements-for-the-go-local-input-system)

[1.2.3 Set Internet Options 3](#set-internet-options)

[1.2.4 ActiveX Settings: 3](#activex-settings)

[1.2.5 Special Considerations for Macromedia Flash:
4](#special-considerations-for-macromedia-flash)

[1.3 Functions within the Go Local Input System
6](#functions-within-the-go-local-input-system)

[1.3.1 What do I do in the system? 6](#what-do-i-do-in-the-system)

[1.3.2 What NLM does in the system 6](#what-nlm-does-in-the-system)

[1.3.3 What other information do I need to know?
6](#what-other-information-do-i-need-to-know)

[2. Setting Up the Go Local Area *(Updated September 18, 2008*)
7](#setting-up-the-go-local-area-updated-september-18-2008)

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

[2.2 Map Local Area 8](#map-local-area)

[2.2.1 Map Organization 8](#map-organization)

[2.2.2 GEO Text Link 14](#geo-text-link)

[2.3 User Accounts 16](#user-accounts)

[2.3.1 Types of User Accounts 16](#types-of-user-accounts)

[2.3.2 Creating User Accounts 17](#creating-user-accounts)

[2.3.3 Sample suggested schemes for creating Login Names:
17](#sample-suggested-schemes-for-creating-login-names)

[3. Creating, Editing, and Managing Health Services Records *(Updated
October 23, 2008)* 19](#_Toc217270444)

[3.1 Logging In 19](#logging-in)

[3.1.1 Troubleshooting Login Error Messages
20](#troubleshooting-login-error-messages)

[3.1.2 System Timeout 20](#system-timeout)

[3.2 Menu Options 21](#menu-options)

[3.2.1 Expanded menu options: 21](#expanded-menu-options)

[3.3 Creating Site Records 25](#creating-site-records)

[3.3.1 Go Local Site Record Input Screen
25](#go-local-site-record-input-screen)

[3.3.2 Fields and Descriptors: 26](#fields-and-descriptors)

[3.3.3 Site Identifying Information 29](#site-identifying-information)

[3.3.4 Change Case Utilities 29](#change-case-utilities)

[3.3.5 Language Indicator 30](#language-indicator)

[3.3.6 Assignment of Top Languages Display
30](#assignment-of-top-languages-display)

[3.3.7 Indicating the Languages Spoken on a Site Record
33](#indicating-the-languages-spoken-on-a-site-record)

[3.3.8 Languages Spoken Public Display
35](#languages-spoken-public-display)

[3.3.9 Turning on the Languages Feature in the Public Display
35](#turning-on-the-languages-feature-in-the-public-display)

[3.3.10 Searching for Records that have Indexed Languages
37](#searching-for-records-that-have-indexed-languages)

[3.3.11 Service Area 38](#service-area)

[3.3.12 Display Status 40](#display-status)

[3.3.13 Topics 40](#topics)

[3.3.14 Topic Mappings 40](#topic-mappings)

[3.3.15 Selecting local service terms and local health topics
43](#selecting-local-service-terms-and-local-health-topics)

[3.3.16 Assign Local Organizations 47](#assign-local-organizations)

[3.3.17 Comments 48](#comments)

[3.3.18 Local ID 48](#local-id)

[3.3.19 Submitting the Site Record 48](#submitting-the-site-record)

[3.4 Shared Records 49](#shared-records)

[3.4.1 Creating a Shared Record 49](#creating-a-shared-record)

[3.4.2 Allowing an Existing Record in Your Area to be Shared
50](#allowing-an-existing-record-in-your-area-to-be-shared)

[3.4.3 Changing the Status of a Record from Your Area to Unshared
51](#changing-the-status-of-a-record-from-your-area-to-unshared)

[3.4.4 Selecting a Shared Record from Another Area
52](#selecting-a-shared-record-from-another-area)

[3.4.5 Identifying Shared Records in Normal Displays
55](#identifying-shared-records-in-normal-displays)

[3.4.6 Managing Shared Records using List Actively Shared Records
57](#managing-shared-records-using-list-actively-shared-records)

[3.5 Identifying Similar and Duplicate Records
60](#identifying-similar-and-duplicate-records)

[3.5.1 Find Similar Records when creating a New Record
60](#find-similar-records-when-creating-a-new-record)

[3.5.2 Find Duplicate Records when creating a New Record
61](#find-duplicate-records-when-creating-a-new-record)

[3.5.3 Duplicate records not identified as duplicates
62](#duplicate-records-not-identified-as-duplicates)

[3.6 Incomplete Records 63](#incomplete-records)

[3.7 Pending Records 64](#pending-records)

[3.7.1 Pending Live 67](#pending-live)

[3.8 Search Records: in My Area or in All Other Local Records
68](#search-records-in-my-area-or-in-all-other-local-records)

[3.8.1 Search Records in My Area 69](#search-records-in-my-area)

[3.8.2 Editing a record from the search results:
70](#editing-a-record-from-the-search-results)

[3.8.3 Search All Other Local Records
70](#search-all-other-local-records)

[3.9 Auditing Module 71](#auditing-module)

[3.9.1 Set Audit Profile 71](#set-audit-profile)

[3.9.2 Assign Audit Records 72](#assign-audit-records)

[3.9.3 List My Audit Records 75](#list-my-audit-records)

[3.9.4 Updating the Audit Date from Edit
76](#updating-the-audit-date-from-edit)

[4. Customization Module *(Updated September 18, 2008)*
77](#customization-module-updated-september-18-2008)

[4.1 Header 77](#header)

[4.1.1 Complete Banner 78](#complete-banner)

[4.1.2 Changing the Search Label Color or Banner Background Color
79](#changing-the-search-label-color-or-banner-background-color)

[4.1.3 Upload a banner 80](#upload-a-banner)

[4.2 Footer 80](#footer)

[4.3 Color Scheme 81](#color-scheme)

[4.3.1 Hexadecimal Color Codes 82](#hexadecimal-color-codes)

[4.4 Image Management 82](#image-management)

[4.5 About Us 85](#about-us)

[4.6 Sponsorship Page 86](#sponsorship-page)

[4.7 Contact Us 88](#contact-us)

[4.7.2 Feedback and Suggest a Resource public pages
92](#feedback-and-suggest-a-resource-public-pages)

[4.8 Home Page 93](#home-page)

[4.8.1 Add Announcement Link 93](#add-announcement-link)

[4.8.2 Google Events Calendar 94](#google-events-calendar)

[4.8.3 Miscellaneous Announcement Link
100](#miscellaneous-announcement-link)

[4.8.4 Edit Category Helper Text 103](#edit-category-helper-text)

[4.8.5 Featured Site - (Required) 105](#featured-site---required)

[4.8.6 List Featured Sites 107](#list-featured-sites)

[4.8.7 Promoting changes 108](#promoting-changes)

[4.8.8 Promotion Notification 109](#promotion-notification)

[5. Reports *(Updated October 21, 2008)*
110](#reports-updated-october-21-2008)

[5.1 Link Checker Report 110](#link-checker-report)

[5.1.1 Corrective Actions 111](#corrective-actions)

[5.2 Web Stat Report 112](#web-stat-report)

[6. Data Import/Batch Update/Export Profile *(Updated October 22, 2008)*
115](#data-importbatch-updateexport-profile-updated-october-22-2008)

[6.1 Data Import 115](#data-import)

[6.1.1 Technical: 115](#technical)

[6.1.2 Format: 115](#format)

[6.1.3 System Provided Data: 117](#system-provided-data)

[6.1.4 Accessing the Data Import Feature
117](#accessing-the-data-import-feature)

[6.1.5 Data Import Module: 117](#data-import-module)

[6.2 Error Reports Module 122](#error-reports-module)

[6.3 Batch Update of Modified Data 123](#batch-update-of-modified-data)

[6.3.1 Creating the CSV File 123](#creating-the-csv-file)

[6.3.2 Importing Modified Data 125](#importing-modified-data)

[6.4 Troubleshooting 126](#troubleshooting)

[6.5 Loading Data created with an editor
127](#loading-data-created-with-an-editor)

[6.6 Export Profile 128](#export-profile)

[6.6.1 Add Export File 128](#add-export-file)

[6.6.2 List Export Profiles 130](#list-export-profiles)

[6.6.3 Troubleshooting Export Errors
131](#troubleshooting-export-errors)

[6.6.4 Deleting an Export Profile 132](#deleting-an-export-profile)

[6.7 Data in XML Format 132](#data-in-xml-format)

[7. Other System Functions 133](#other-system-functions)

[7.1 Global Update of Records 133](#global-update-of-records)

[7.1.1 Search 134](#search)

[7.1.2 Results 134](#results)

[7.1.3 Current Group Selection 134](#current-group-selection)

[7.1.4 Editing: 135](#editing)

[7.1.5 Confirmation: 136](#confirmation)

[7.1.6 Data Revert: 137](#data-revert)

[7.1.7 System Generated Messages: 137](#system-generated-messages)

[7.2 Organization Name Module 138](#organization-name-module)

[7.2.1 Add Organization 139](#add-organization)

[7.2.2 List Organizations 139](#list-organizations)

[7.2.3 Approve Organizations 140](#approve-organizations)

[7.3 Preview Module 141](#preview-module)

[7.3.1 Internal Preview 141](#internal-preview)

[7.3.2 Public Preview 141](#public-preview)

[7.4 Changing Text Size 143](#changing-text-size)

[7.5 Deleting Records 144](#deleting-records)

[8. Appendix 1: User Privileges *(Updated August 12, 2008)*
145](#appendix-1-user-privileges-updated-august-12-2008)

[8.1 User Privileges Listed by Menu Item
145](#user-privileges-listed-by-menu-item)

[8.2 User Privileges by Site Records Menu Functions
147](#user-privileges-by-site-records-menu-functions)

[9. Appendix 2: Selection Guidelines & Vocabulary Changes *(Updated
September 25, 2008)*
148](#appendix-2-selection-guidelines-vocabulary-changes-updated-september-25-2008)

[9.1 Selection Guidelines 148](#selection-guidelines)

[9.1.1 Authority of source 148](#authority-of-source)

[9.1.2 Content 148](#content)

[9.1.3 Audience 149](#audience)

[9.1.4 Local Relevance 149](#local-relevance)

[9.1.5 Other issues 150](#other-issues)

[9.2 Requesting Changes to Vocabulary
150](#requesting-changes-to-vocabulary)

[9.2.1.1 Kinds of things we can change
150](#kinds-of-things-we-can-change)

[10. Appendix 3: Style Guide *(Updated August 12, 2008)*
151](#appendix-3-style-guide-updated-august-12-2008)

[11. Appendix 4: Future Enhancements to the Manual *(Updated May 6,
2008)*
152](#appendix-4-future-enhancements-to-the-manual-updated-may-6-2008)

[11.1 Planned additions for the future
152](#planned-additions-for-the-future)

[List of Figures:]{.underline}

[Figure 1‑1: NLM-Supported Go Local Flowchart 1](#_Toc209932286)

[Figure 1‑2: Go Local Input System 2](#_Toc209932287)

[Figure 1‑3: Internet Options Screen 3](#_Toc209932288)

[Figure 1‑4: Go Local Flash update message 4](#_Toc209932289)

[Figure 1‑5: Locate Flash Player Settings 4](#_Toc209932290)

[Figure 1‑6: Adjust Flash Player Settings 5](#_Toc209932291)

[Figure 2‑1: Designated Local Area for Central Texas 7](#_Toc209932292)

[Figure 2‑2: Map Organization Screen for Central Texas
7](#_Toc209932293)

[Figure 2‑3: Default Map Organization settings by County for New Jersey
8](#_Toc209932294)

[Figure 2‑4: Public Display of Default Map Organization by County for
New Jersey 8](#_Toc209932295)

[Figure 2‑5: Map Organization Menu Option 9](#_Toc209932296)

[Figure 2‑6: Defining Your Own Region 9](#_Toc209932297)

[Figure 2‑7: Add New Region 9](#_Toc209932298)

[Figure 2‑8: Region Name List 10](#_Toc209932299)

[Figure 2‑9: Select Open Zip Codes Window 10](#_Toc209932300)

[Figure 2‑10: Select Region to Assign 11](#_Toc209932301)

[Figure 2‑11: Assigning Zip Codes to the Northeast Region in the
District of Columbia 11](#_Toc209932302)

[Figure 2‑12: Completed Assigned Regions by Zip Codes
12](#_Toc209932303)

[Figure 2‑13: Error Message for Incomplete Map Organization Record
13](#_Toc209932304)

[Figure 2‑13: Confirmation for Completed Map Organization Record
13](#_Toc209932305)

[Figure 2‑15: Public Display of Self-Defined Regions (by Zip Code) for
the District of Columbia 14](#_Toc209932306)

[Figure 2‑16: Sample Region-Defined Image Map for the District of
Columbia 14](#_Toc209932307)

[Figure 2‑17: GEO Text Link Menu Option 14](#_Toc209932308)

[Figure 2‑18: GEO Text Link input screen with selected cities
15](#_Toc209932309)

[Figure 2‑19: Public site listing designated city text links
15](#_Toc209932310)

[Figure 2‑20: Add a User Menu 17](#_Toc209932311)

[Figure 2‑21: New User Record 18](#_Toc209932312)

[Figure 2‑22: Add User Confirmation 18](#_Toc209932313)

[Figure 2‑23: List Users Menu 18](#_Toc209932314)

[Figure 3‑1: Go Local Login Screen 19](#_Toc209932315)

[Figure 3‑2: Go Local Login Welcome Screen 19](#_Toc209932316)

[Figure 3‑3: ActiveX Error Message 20](#_Toc209932317)

[Figure 3‑4: Macromedia Flash Error Message 20](#_Toc209932318)

[Figure 3‑5: Input System Timed Out Screen 20](#_Toc209932319)

[Figure 3‑6: Main menu for local administrator 21](#_Toc209932320)

[Figure 3‑7: Main menu for selector and reviewer 21](#_Toc209932321)

[Figure 3‑8: Site Records Menu - expanded 21](#_Toc209932322)

[Figure 3‑9: Organizations Menu -- Expanded 21](#_Toc209932323)

[Figure 3‑10: Customize Menu - expanded 22](#_Toc209932324)

[Figure 3‑11: Admin Account Menu - expanded 22](#_Toc209932325)

[Figure 3‑12: Admin Audit Menu - expanded 22](#_Toc209932326)

[Figure 3‑13: Admin Map Menu - expanded 23](#_Toc209932327)

[Figure 3‑14: Admin Language Menu - expanded 23](#_Toc209932328)

[Figure 3‑15: Admin Data Export menu -- expanded 23](#_Toc209932329)

[Figure 3‑16: Admin Data Import Menu - expanded 23](#_Toc209932330)

[Figure 3‑17: Admin Reports Menu - expanded 24](#_Toc209932331)

[Figure 3‑18: Preview Menu - expanded 24](#_Toc209932332)

[Figure 3‑19: Text size menu - expanded 24](#_Toc209932333)

[Figure 3‑20: Go Local Site Record Input Screen 25](#_Toc209932334)

[Figure 3‑21: Fill out New Form - Site Identifying Information
29](#_Toc209932335)

[Figure 3‑22: Change Case Utility 29](#_Toc209932336)

[Figure 3‑23: Change Case Results 30](#_Toc209932337)

[Figure 3‑24: Assign Top Languages Menu Item 31](#_Toc209932338)

[Figure 3‑25: Assign Top Languages Window 31](#_Toc209932339)

[Figure 3‑26: Moving a Language from the Languages List
32](#_Toc209932340)

[Figure 3‑27: Moving a Language to the Top Languages List
33](#_Toc209932341)

[Figure 3‑28: Open Languages Window 33](#_Toc209932342)

[Figure 3‑29: Assign Languages 34](#_Toc209932343)

[Figure 3‑30: Languages Associated with a Record 34](#_Toc183315334)

[Figure 3‑31: Site Record Public Display of Languages Spoken
35](#_Toc183315335)

[Figure 3‑32: English Not Spoken Public Display 35](#_Toc183315336)

[Figure 3‑33: Set Language Public Display Menu 36](#_Toc183315337)

[Figure 3‑34: Set Language Confirm 36](#_Toc183315338)

[Figure 3‑35: Promote Language Public Display Menu 37](#_Toc183315339)

[Figure 3‑36: Language Search Options 37](#_Toc209932350)

[Figure 3‑37: Service Area Selection -- Public Display
39](#_Toc209932351)

[Figure 3‑38: Display Status 40](#_Toc209932352)

[Figure 3‑39: Local Service Term Flowchart 41](#_Toc209932353)

[Figure 3‑40: Local Services and Diseases & Health Issues Flowcharts
42](#_Toc209932354)

[Figure 3‑41: Open Local Service Terms Window button 43](#_Toc209932355)

[Figure 3‑42: Assign local service terms window 43](#_Toc209932356)

[Figure 3‑43: Automatic local service term mapping 44](#_Toc209932357)

[Figure 3‑44: Browse other local health topics screen
45](#_Toc209932358)

[Figure 3‑45: Completed mapped window for Assisted Living
46](#_Toc209932359)

[Figure 3‑46: Assign local organizations input fields
47](#_Toc209932360)

[Figure 3‑47: List of local organizations 47](#_Toc209932361)

[Figure 3‑48: Comments field with data 48](#_Toc209932362)

[Figure 3‑49: Submit, Save or Cancel record 48](#_Toc209932363)

[Figure 3‑50: Creating a Record that Can Be Shared 50](#_Toc209932364)

[Figure 3‑51: Edit an Existing Record So that it Can Be Shared
51](#_Toc209932365)

[Figure 3‑52: Search All Other Local Records Menu Option
52](#_Toc209932366)

[Figure 3‑53: Searching for Shared Records 53](#_Toc209932367)

[Figure 3‑54: Results of Search for Shared Records 53](#_Toc209932368)

[Figure 3‑55: Mouse-Over Displaying Designated Areas That Share a Record
54](#_Toc209932369)

[Figure 3‑56: Select a Record that is Available to be Shared
54](#_Toc209932370)

[Figure 3‑57: Notification that you are Sharing the Record
55](#_Toc183315348)

[Figure 3‑58: Shared Record in Approved Records List 56](#_Toc183315349)

[Figure 3‑59: Shared Record Details Link 56](#_Toc183315350)

[Figure 3‑60: Shared Record Details Box 57](#_Toc183315351)

[Figure 3‑61: View Site Record -- Shared Record Field
57](#_Toc183315352)

[Figure 3‑62: List Actively Shared Records Menu Item 57](#_Toc183315353)

[Figure 3‑63: List of Actively Shared Records 58](#_Toc183315354)

[Figure 3‑64: Split Record Comments Field 59](#_Toc209932378)

[Figure 3‑65: Shared Records Created by My Area 59](#_Toc183315355)

[Figure 3‑66: Similar Records Check Warning Message 60](#_Toc209932380)

[Figure 3‑67: Similar Records Menu Bar 60](#_Toc209932381)

[Figure 3‑68: Similar Records Found 61](#_Toc209932382)

[Figure 3‑69: Duplicate Record Error Message 62](#_Toc209932383)

[Figure 3‑70: Save as Incomplete button 63](#_Toc209932384)

[Figure 3‑71: List Incomplete Records 63](#_Toc209932385)

[Figure 3‑72: Pending Review Menu Option 64](#_Toc209932386)

[Figure 3‑73: Records Pending Review 64](#_Toc209932387)

[Figure 3‑74: Pending Record Comments Field 65](#_Toc209932388)

[Figure 3‑75: Pending Record Comments Confirmation 65](#_Toc209932389)

[Figure 3‑76: Submit Checked Sites 65](#_Toc209932390)

[Figure 3‑77: Confirmation for Submitted Checked Sites
66](#_Toc209932391)

[Figure 3‑78: Pending Live and Pending Tabs 67](#_Toc209932392)

[Figure 3‑79: Search Records Menu 68](#_Toc209932393)

[Figure 3‑80: Search Records in My Area Search Screen
69](#_Toc209932394)

[Figure 3‑81: Search Results for Search Records in My Area
70](#_Toc209932395)

[Figure 3‑82: Search Results for Search All Other Local Records
71](#_Toc209932396)

[Figure 3‑83: Set Audit Profile Menu 71](#_Toc209932397)

[Figure 3‑84: Set Audit Profile Review Interval 72](#_Toc209932398)

[Figure 3‑85: Audit message at login 72](#_Toc209932399)

[Figure 3‑86: Hide Audit Message Menu 72](#_Toc209932400)

[Figure 3‑87: Assign Audit Records Menu 73](#_Toc209932401)

[Figure 3‑88: Assign Audit Records Search Form 73](#_Toc209932402)

[Figure 3‑89: Assign Audit Records Search - Audited Date Fields
73](#_Toc209932403)

[Figure 3‑90: Assign Audit Records -- select and assign to auditor
74](#_Toc209932404)

[Figure 3‑91: Records to be audited message 74](#_Toc209932405)

[Figure 3‑92: List My Audit Records Menu 75](#_Toc209932406)

[Figure 3‑93: List My Audit Records Option Screen 75](#_Toc209932407)

[Figure 3‑94: Audit Checkbox 76](#_Toc209932408)

[Figure 4‑1: Customize Menu 77](#_Toc209932409)

[Figure 4‑2: Header Screen 78](#_Toc209932410)

[Figure 4‑3: Changing Search Label or Banner colors 79](#_Toc209932411)

[Figure 4‑4: Header Color options using RGB 79](#_Toc209932412)

[Figure 4‑5: Footer screen 80](#_Toc209932413)

[Figure 4‑6: Color Schemes Selection Window 81](#_Toc209932414)

[Figure 4‑7: Color Scheme Confirmation 81](#_Toc209932415)

[Figure 4‑8: Upload image file to server screen 83](#_Toc209932416)

[Figure 4‑9: Upload Image Confirmation 83](#_Toc209932417)

[Figure 4‑10: Image Management Window 84](#_Toc209932418)

[Figure 4‑11: View Image 84](#_Toc209932419)

[Figure 4‑12: About Us Window 85](#_Toc209932420)

[Figure 4‑13: Sponsorship Menu Option 86](#_Toc183315357)

[Figure 4‑14: Sponsorship Page Information 86](#_Toc183315358)

[Figure 4‑15: Promote Sponsorship Changes Menu Item 87](#_Toc183315359)

[Figure 4‑16: Sponsorship Link 87](#_Toc209932424)

[Figure 4‑17: Contact Us Menu Option 88](#_Toc209932425)

[Figure 4‑18: Contact Us Data Entry Screen 89](#_Toc209932426)

[Figure 4‑19: Contact Us Public Display 90](#_Toc209932427)

[Figure 4‑20: Default Split e-mail Address 90](#_Toc209932428)

[Figure 4‑21: Assigned Counties for Contact Us Split e-mail
91](#_Toc209932429)

[Figure 4‑22: Send us Feedback online form 92](#_Toc209932430)

[Figure 4‑23: Suggest a Resource online form 92](#_Toc209932431)

[Figure 4‑24: Add Announcement Link menu 93](#_Toc209932432)

[Figure 4‑25: Default Add Announcement Link input screen
93](#_Toc209932433)

[Figure 4‑26: Calendar of Events Link on Homepage 94](#_Toc209932434)

[Figure 4‑27: Add Google Event Calendar Menu Item 95](#_Toc209932435)

[Figure 4‑28: Google Event Calendar Help 95](#_Toc209932436)

[Figure 4‑29: Sample Google Event Calendar 96](#_Toc209932437)

[Figure 4‑30: Manage calendars 96](#_Toc209932438)

[Figure 4‑31: Calendar settings 96](#_Toc209932439)

[Figure 4‑32: Google Event Calendar share 97](#_Toc209932440)

[Figure 4‑33: Manage calendars 97](#_Toc209932441)

[Figure 4‑34: Calendar of Events view settings 97](#_Toc209932442)

[Figure 4‑35: Google Calendar ID 98](#_Toc209932443)

[Figure 4‑36: Google Calendar input screen 98](#_Toc209932444)

[Figure 4‑37: Go Local Event Calendar preview 98](#_Toc209932445)

[Figure 4‑38: Google Calendar notification 99](#_Toc209932446)

[Figure 4‑39: Submit Google Event Calendar 99](#_Toc209932447)

[Figure 4‑40: Add Calendar Status Confirmation 100](#_Toc209932448)

[Figure 4‑41: Add Announcement Link Menu 100](#_Toc209932449)

[Figure 4‑42: Default Add Announcement Link input screen
101](#_Toc209932450)

[Figure 4‑43: Add Announcement Link completed input screen
101](#_Toc209932451)

[Figure 4‑44: Add Announcement Link Status Confirmation
102](#_Toc209932452)

[Figure 4‑45: Promote Homepage Menu Item 102](#_Toc209932453)

[Figure 4‑46: Public Display Homepage with Miscellaneous Announcement
Link 103](#_Toc209932454)

[Figure 4‑47: Edit Category Helper Texts Menu 103](#_Toc209932455)

[Figure 4‑48: Edit Category Helper Texts Selection Screen
104](#_Toc209932456)

[Figure 4‑49: Edit Category Helper Text Input Screen
104](#_Toc209932457)

[Figure 4‑50: Edit Featured Sites Menu 105](#_Toc209932458)

[Figure 4‑51: Default Add Featured Site Screen 106](#_Toc209932459)

[Figure 4‑52: List Featured Sites 107](#_Toc209932460)

[Figure 4‑53: Promote Homepage Menu 108](#_Toc209932461)

[Figure 4‑54: View Homepage Menu 108](#_Toc209932462)

[Figure 4‑55: Sample Promote Message 109](#_Toc209932463)

[Figure 5‑1: Link Checker Report Menu 110](#_Toc209932464)

[Figure 5‑2: Link Checker Report Screen 110](#_Toc209932465)

[Figure 5‑3: Link Checker Report Corrective Action Options
111](#_Toc209932466)

[Figure 5‑4: Link Checker Report E-mail Notification Set-up
112](#_Toc209932467)

[Figure 5‑5: Web Stat Menu 112](#_Toc209932468)

[Figure 5‑6: Web Stat Report Viewer 113](#_Toc209932469)

[Figure 5‑7: Select File Filter 113](#_Toc209932470)

[Figure 5‑8: Get Report View 113](#_Toc209932471)

[Figure 5‑9: Web Stat Report in CSV Selection 114](#_Toc209932472)

[Figure 5‑10: Web Stat Report in CSV File Format 114](#_Toc209932473)

[Figure 6‑1: Sample CSV data displayed in spreadsheet
116](#_Toc209932474)

[Figure 6‑2: Data Import Menu 117](#_Toc209932475)

[Figure 6‑3: Data Import Screen 117](#_Toc209932476)

[Figure 6‑4: Data Import Select Import Type 118](#_Toc209932477)

[Figure 6‑5: Data Import CSV Load Message 118](#_Toc209932478)

[Figure 6‑6: Error Status Message 119](#_Toc209932479)

[Figure 6‑7: Successful Import of Complete Data 120](#_Toc209932480)

[Figure 6‑8: Status Report for Partial Import of Data
120](#_Toc209932481)

[Figure 6‑9: Download Error Report 121](#_Toc209932482)

[Figure 6‑10: Error Reports Menu 122](#_Toc209932483)

[Figure 6‑11: List of Data Import Error Reports 122](#_Toc209932484)

[Figure 6‑12: Sample CSV File Created in EXCEL 124](#_Toc209932485)

[Figure 6‑13: CSV File Exported from Go Local 124](#_Toc209932486)

[Figure 6‑14: Modified Spreadsheet Data 125](#_Toc209932487)

[Figure 6‑15: Data Import Select Import Type 125](#_Toc209932488)

[Figure 6‑16: Browser Menu for Internet Options 126](#_Toc209932489)

[Figure 6‑17: Resetting Internet Options 126](#_Toc209932490)

[Figure 6‑18: Data Export Menu 128](#_Toc209932491)

[Figure 6‑19: Add Export Profile - Data Field Selections
128](#_Toc209932492)

[Figure 6‑20: Spreadsheet Display Format -- Single or Multiple Cell
Selection 129](#_Toc209932493)

[Figure 6‑21: Exported Data Single Cell Display 129](#_Toc209932494)

[Figure 6‑22: Exported Data Multiple Cell Display 129](#_Toc209932495)

[Figure 6‑23: Export Profile Naming 130](#_Toc209932496)

[Figure 6‑24: Export Profile Description 130](#_Toc209932497)

[Figure 6‑25: Select Export Profile for Export 130](#_Toc209932498)

[Figure 6‑26: Check IE Settings for Data Export 131](#_Toc209932499)

[Figure 6‑27: Browser Menu for Internet Options 131](#_Toc209932500)

[Figure 6‑28: Resetting Internet Options 132](#_Toc209932501)

[Figure 7‑1: Global Update of Records Menu 133](#_Toc209932502)

[Figure 7‑2: Global Update of Records Screen 133](#_Toc209932503)

[Figure 7‑3: Global Update of Records - Confirm Group Selection of
Results 134](#_Toc209932504)

[Figure 7‑4: Global Update of Records - Current Group Selection Screen
134](#_Toc209932505)

[Figure 7‑5: Global Update Current Group Selection Confirmation
135](#_Toc209932506)

[Figure 7‑6: Edit Site Entry for Group Form 135](#_Toc209932507)

[Figure 7‑7: Description Field Changes in Edit Site Entry for Group Form
136](#_Toc209932508)

[Figure 7‑8: Edit Site Entry Group Confirmation 136](#_Toc209932509)

[Figure 7‑9: Global Update E-mail Confirmation Message
137](#_Toc209932510)

[Figure 7‑10: Public Display Showing Organization Name
138](#_Toc209932511)

[Figure 7‑11: Organizations Menu 138](#_Toc209932512)

[Figure 7‑12: Add Organization Option in Fill Out New Form
139](#_Toc209932513)

[Figure 7‑13: Add Organization Screen Available from Menu Option
139](#_Toc209932514)

[Figure 7‑14: List Organizations Screen 140](#_Toc209932515)

[Figure 7‑15: Approve Organizations 140](#_Toc209932516)

[Figure 7‑16: Preview Menu 141](#_Toc209932517)

[Figure 7‑17: Internal Preview Menu 141](#_Toc209932518)

[Figure 7‑18: Public Preview Menu 141](#_Toc209932519)

[Figure 7‑19: Sample Public Preview of List of Services
142](#_Toc209932520)

[Figure 7‑20: Text Size Menu 143](#_Toc209932521)

[Figure 7‑21: Change Text Size Notification Message 143](#_Toc209932522)

[Figure 7‑22: Delete Records Menu 144](#_Toc209932523)

[Figure 7‑23: Delete Record Confirmation 144](#_Toc209932524)

[List of Tables:]{.underline}

[Table 1: Technical Requirements 3](#_Toc210118983)

[Table 2: Sample Login Names 17](#_Toc210118984)

[Table 3: Go Local Input Record Field Descriptions 26](#_Toc210118985)

[Table 4: Color Scheme Hexadecimal Codes 82](#_Toc210118986)

[Table 5: Site Record Data Fields 115](#_Toc210118987)

[Table 6: Update Data Import Site Record Fields 123](#_Toc210118988)

[Table 7: Update Action Site Record Fields 123](#_Toc210118989)

[Table 8: Sample CSV data with single comma delimeters
127](#_Toc210118990)

[Table 9: Sample CSV data with embedded commas and double quotation
marks 127](#_Toc210118991)

[Table 10: Sample CSV data with embedded double quotation marks
127](#_Toc210118992)

[Table 11: Sample CSV data with embedded line breaks
127](#_Toc210118993)

[Table 12: User Privileges by Menu Item 145](#_Toc210118994)

[Table 13: User Privileges by Site Records Menu Functions
147](#_Toc210118995)

Introduction *(Updated August 27, 2008)*
========================================

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). Go Local pages also link back to related health information in
MedlinePlus. For more information about the Go Local and MedlinePlus
see: <http://www.nlm.nih.gov/medlineplus/golocal/about.html>

![NLM-Supported Go Local Flowchart. This figure shows a flowchart
depicting the flow of resources and information for an NLM-supported Go
Local website. The figure includes graphic images portraying a computer,
the NLM building, and MedlinePlus webpage. Text, in order, reads, \"Area
Selectors & reviewers - Select, review and maintain records with local
terms. The second box reads, NLM Go Local input system (CF & Oracle),
the third box includes an image of the NLM and reads \"Build local
records into HTML web sites daily, the next box reads \"NLM-Supported Go
Local Sites and has arrows directing the flow of information to and from
the Medlineplus homepage; below this box and within the arrow flow of
information is text reading \"Local terms & M+ terms mapping. The next 2
text boxes are listed side-by-side, the rext reads \"From M+ health
topic pages to local info (e.g. Diabetes to local endocrinologist) and
\"From go Local site to related M+ health topic (e.g. chiropractors to
back pain\".](media/image3.png){width="2.9525240594925632in"
height="5.3125in"}

[]{#_Toc209932286 .anchor}Figure 1‑1: NLM-Supported Go Local Flowchart

### Go Local area coverage

A Go Local project may cover an entire state (e.g., Michigan), a portion
of a state (e.g., Texas Gulf Coast), or even a grouping of parts of
several states (e.g., Four Corners area consisting of portions of
Arizona, New Mexico, Colorado and Utah).

 Technical Background Information
--------------------------------

The Go Local Input System, which resides on a server at NLM, is the
database used to create and maintain all NLM-hosted Go Local Web sites.
The Go Local Input System contains all of the records (including user
accounts, the local area banner page, individual resource/services
records, etc.) for an NLM-hosted Go Local Web site. The Go Local Input
System is designed to work with Internet Explorer and Macromedia Flash
on a PC. Other browsers are not supported.

### Go Local Input Syste**m**

#### **Accessing the Go Local Input System:**

The URL for the Go Local input system is:\
<http://wwwcf.nlm.nih.gov/mplocal/login.cfm>

![Go Local Input System. This figure shows the default login screen for
the MedllinePlus Go Local Application. The screen instructions read
\"Please enter your login name and password\". There is a fill-in box
for Login Name and one below it for Password. A Login button is
displayed below the fill-in boxes.](media/image4.jpeg){width="5.75in"
height="3.4583333333333335in"}

[]{#_Toc209932287 .anchor}Figure 1‑2: Go Local Input System

### **Technical requirements for the Go Local Input System** 

[]{#_Toc210118983 .anchor}Table 1: Technical Requirements

  **Technical Requirement**                                                                                               **Required**
  ----------------------------------------------------------------------------------------------------------------------- --------------
  Windows operating system                                                                                                
  Internet Explorer 5.5 or above                                                                                          
  Set Internet options to Accept Cookies                                                                                  
  ActiveX enabled                                                                                                         
  Set Internet options to check for new version of page every time                                                        
  Macromedia Flash version 8 (you will be prompted to install if you do not have Flash or if you have an older version)   

### Set Internet Options

Set Internet options to check for new version of page every time.

![Internet Options screen. This figure shows the internet options screen
in Internet Explorer. On the General tab, under the section for
\'temporary internet files\' the button for \"Settings is depressed\".
The second screen shows the radio button for Every visit to the page is
checked.](media/image5.jpeg){width="4.625in"
height="2.8599890638670167in"}

[]{#_Toc209932288 .anchor}Figure 1‑3: Internet Options Screen

### ActiveX Settings:

ActiveX settings must be enabled in your browser. In Internet Explorer,
enable the ActiveX settings by choosing Tools \> Internet Options \>
Security (tab) from the menu. Select the Custom Level button and scroll
down to the Run ActiveX controls and plugins and select the enabled
radio button.

### Special Considerations for Macromedia Flash:

If you are not using the latest version of Adobe Flash, you may receive
the following error message:

![Go Local Flash update message. This figure shows the error message
received when the latest version of Adobe Flash Player is not available
on your system. The message reads, \"You don\'t have the latest version
of Adobe Flash Player. This web site makes use of Adobe Flash software.
You do not have the latest version of the Adobe Flash Player, so you
cannot login to the Go Local input system. Please use this link to get
the latest version.](media/image6.jpeg){width="4.104166666666667in"
height="1.9196905074365704in"}

[]{#_Toc209932289 .anchor}Figure ‑: Go Local Flash update message

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 do not 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.

 

Adjusting the Flash settings can help with some specific Flash issues.
The local storage setting can be adjusted on a person's individual
computer. For some, the default setting works fine while others benefit
from increasing it. Start by increasing the storage setting to 1 MB.
Since the appropriate setting can depend on various factors, you may
need to continue increasing this setting. To get to this setting, right
click from within a module of the input system and select Settings.

![Locate Flash Player Settings. This figure shows the menu for selecting
the Flash Player
Settings.](media/image7.png){width="1.9476738845144357in"
height="2.9267180664916888in"}

[]{#_Toc209932290 .anchor}Figure 1‑5: Locate Flash Player Settings

Open the tab indicated by a picture of a file folder. You can then
adjust the local storage setting.

![Adjust Flash Player Settings scale. This scale shows the new setting
of 1MB](media/image8.jpeg){width="2.2083333333333335in"
height="1.3854166666666667in"}

[]{#_Toc209932291 .anchor}Figure ‑: Adjust Flash Player Settings

Functions within the Go Local Input System 
------------------------------------------

### **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. For a complete list of privileges see [Appendix 1, User
Privileges](#Appendix_1).

### **What NLM does in the system** 

-   Creates the graphic map of your region

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

-   Creates your Go Local site map

-   Runs broken link report\-- weekly report is available within the
    system to check

-   Runs web statistic reports --- monthly report is available to Local
    Administrators within the system

-   Creates local service terms\--you can suggest additions and changes
    through the Go Local listserv (see
    <https://list.nih.gov/archives/mplus-golocal.html>)

-   Maps the pages of local services on your site to MedlinePlus pages
    \-- based on your indexing of records

-   Provides a zip code lookup

### **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.

Setting Up the Go Local Area *(Updated September 18, 2008*)
===========================================================

Creating the Designated Local Area 
----------------------------------

Before you can log in, NLM must create a designated Go Local area
associated with a local administrator. Though project proposals indicate
the area to be covered, you may be asked to verify your designated local
area. 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 verify what counties to include.

If the designated local area is for part of a state, for example Central
Texas, NLM will give the local area a name, assign the state, and add
the particular counties. Only those counties which you have specified
will be included in this Designated Local Area.

![Designated Local Area for Central Texas. This figure shows the
Designated Local Area screen created by NLM for Central Texas. The Local
Area Name is Central Texas. The State Assignment is Texas. And, the
County Assignment includes: Bastrop, Bell, Brazos,
etc.](media/image9.jpeg){width="3.1145833333333335in"
height="2.504174321959755in"}

[]{#_Toc209932292 .anchor}Figure ‑1: Designated Local Area for Central
Texas

Your Designated Local Area as it appears in the Map Organization
feature.

![Map Organization Screen for Central Texas. This screen shows the Map
Organization data for Central Texas as created by NLM in the Designated
Local Area feature.](media/image10.jpeg){width="3.2083333333333335in"
height="3.2252646544181975in"}

[]{#_Toc209932293 .anchor}Figure 2‑2: Map Organization Screen for
Central Texas

Map Local Area
--------------

### Map Organization

Once NLM creates your designated local area, your local administrator
can change the Map Organization for your site. This module allows you to
build regions based upon county, city/town or zip code. NLM staff use
the information from the Map Organization module to create your
geographic map. Go Local project staff cannot edit the actual map. Using
this module is only necessary if you want to define your own regions -
the default mapping is by county, not region.

#### Default Map Organization Settings

The Map Organization for a local area automatically defaults to a Map
Breakdown by County. The default Map Organization settings include: the
State Name, the Map Breakdown by County radio button is selected, and
the list of Counties Included

![glm\_map\_org\_regiondefault.jpg](media/image11.jpeg){width="2.824864391951006in"
height="2.3645833333333335in"}

[]{#_Toc209932294 .anchor}Figure ‑: Default Map Organization settings by
County for New Jersey

In the public display the list of counties appears in the Counties
section shown below the map.

![Public Display of Default Map Organization by County for New
Jersey.](media/image12.jpeg){width="4.260416666666667in"
height="1.0833333333333333in"}

[]{#_Toc209932295 .anchor}Figure ‑: Public Display of Default Map
Organization by County for New Jersey

#### Creating Your Own Regions

[Caution]{.underline}: Regions must be created for a Go Local site
before entering any records. Once a record is entered into the system
for a local area, the system will not allow regions to be defined or
edited.

To create your Map Organization, choose Admin\>Map\>Map Organization
from the menu bar.

![glm\_map\_mod\_men2.jpg](media/image13.jpeg){width="2.5104166666666665in"
height="1.7083333333333333in"}

[]{#_Toc209932296 .anchor}Figure ‑5: Map Organization Menu Option

Go Local sites can also choose to create their own regions. Select the
"My own region" radio button to define your own region. Regions can be
defined by County, City/Town or Zip Code. Select the appropriate radio
button to define your region by one of these options.

![Defining Your Own Region. Sample Map Organization screen for the
District of Columbia with My Own Region and Zip Code buttons
checked.](media/image14.jpeg){width="4.9375in"
height="2.0416666666666665in"}

[]{#_Toc209932297 .anchor}Figure ‑: Defining Your Own Region

Once the Region Definition is selected, type each new region name in the
New Region box and click the Add button.

![Add New Region. Sample new region or Northeast added for the District
of Columbia.](media/image15.jpeg){width="4.177083333333333in"
height="2.8333333333333335in"}

[]{#_Toc209932298 .anchor}Figure ‑: Add New Region

The new region will appear in the Region Name list. Add additional
regions by repeating these steps. All regions will be listed in the
Region Name list.

![Region Name List. List of regions for District of Columbia include:
Northeast, Northwest, Southeast, and
Southwest.](media/image16.jpeg){width="3.5in" height="2.53125in"}

[]{#_Toc209932299 .anchor}Figure ‑: Region Name List

A region can be removed from the list by selecting it (clicking on the
region name) and then clicking the Remove button.

[Caution]{.underline}: Removing a region will automatically remove all
elements (counties, cities/towns, or zip codes) assigned to that region.
Once records have been added to the database no changes (including
adding elements to or removing elements from a region) can be made to a
region.

#### Assigning Region Properties

After a region has been added to the Region Name list you can assign the
appropriate counties, cities/towns, or zip codes to the region. Click on
the Open Counties Window, Open City/Town Window, or Open ZIP Codes
Window to display the list of places or zip codes to assign.

![Select Open Zip Codes Window. Open Zip Codes Window bottom circled in
red for emphasis.](media/image17.jpeg){width="3.905417760279965in"
height="3.383452537182852in"}

[]{#_Toc209932300 .anchor}Figure ‑: Select Open Zip Codes Window

In the following example, the Northeast region of the District of
Columbia is defined by zip code. By clicking on the Open ZIP Codes
Window button, a complete list of zip codes for the District of Columbia
is displayed.

Select the region you want to populate by selecting the region name from
the Assign to Region box.

![Select Region to Assign. Assign to Region drop-down list shows the
available regions for District of Columiba. Including: Northeast,
Northwest, Southeast,
Southwest.](media/image18.jpeg){width="3.6145833333333335in"
height="3.15625in"}

[]{#_Toc209932301 .anchor}Figure ‑: Select Region to Assign

![Screen capture showing selected zip codes to be assigned to the
Northeast region. Selected zip codes are highlighted in green and have a
checkmark next to the zip
code.](media/image19.jpeg){width="4.177083333333333in"
height="3.7083333333333335in"}

[]{#_Toc209932302 .anchor}Figure ‑: Assigning Zip Codes to the Northeast
Region in the District of Columbia

Select each zip code to be assigned to the region by clicking on the zip
code. Selected zip codes will be highlighted in green and display a
checkmark next to the zip code. Multiple zip codes can be selected by
holding down the CTRL key and individually clicking on the zip code.
Once the zip codes have been selected, click the Apply button to assign
them to the region. Zip codes that have already been assigned to a
region will display an asterisk (\*) next to the zip code.

Click the Close button when finished assigning items to a region. You
must click the Close button to close the counties, cities/towns, or zip
codes window and return to the main Map Organization screen.

The complete list of assigned region elements will be displayed on the
Map Organization screen. In this example, the complete list of zip codes
assigned to each region in the District of Columbia can be viewed by
scrolling down the ZIP Assignments list.

![Completed Assigned Regions by Zip Codes. Full list of zip codes
assigned to each District of Columbia
region.](media/image20.jpeg){width="4.229166666666667in"
height="5.677083333333333in"}

[]{#_Toc209932303 .anchor}Figure ‑: Completed Assigned Regions by Zip
Codes

Click the Submit button when **ALL** of the regional items (counties,
cities or zip codes) have been assigned to regions. If you try to submit
before assigning ALL of the regional items, you will receive an error
message.

![Error Message for Incomplete Map Organization Record lists the zip
codes that are unassigned and need to be assigned for the complete
record to be accepted.](media/image21.jpeg){width="4.385416666666667in"
height="2.6979166666666665in"}

[]{#_Toc209932304 .anchor}Figure ‑: Error Message for Incomplete Map
Organization Record

Upon successful submission you will receive a confirmation message.
Click Yes to confirm and complete the regional assignments, or click No
to cancel and edit the regional assignments.

![Confirmation for Completed Map Organization Record for the District of
Columbia](media/image22.jpeg){width="4.145833333333333in"
height="4.729166666666667in"}

[]{#_Toc209932305 .anchor}Figure ‑: Confirmation for Completed Map
Organization Record

In the public display the Regions list (either by County, City/Town or
Zip Code) will appear below the map and be titled "Regions" instead of
Counties.

![Public display showing the Regions listed for the District of
Columbia: Northeast, Northwest, Southeast,
Southwest.](media/image23.jpeg){width="5.8125in" height="0.6875in"}

[]{#_Toc209932306 .anchor}Figure ‑: Public Display of Self-Defined
Regions (by Zip Code) for the District of Columbia

Once you have finalized your regions, NLM staff will work with you to
create a geographic map with labels that match your regions.

![Image map of the District of Columbia showing all 4 regions:
Northwest, Northeast, Southwest,
Southeast.](media/image24.png){width="4.177083333333333in"
height="4.177083333333333in"}

[]{#_Toc209932307 .anchor}Figure ‑: Sample Region-Defined Image Map for
the District of Columbia

###  GEO Text Link

Once records have been added, the local administrator can use the GEO
Text Link module to add cities and towns to the list of locations. This
is best done shortly before a site is released, since the list of cities
is automatically generated from the site records for the Go Local area.

![GEO Text Link Menu Option. This figure shows the menu structure to
link to the GEO text link feature. Click on the Admin menu item then
click on Map then GEO text link.](media/image25.jpeg){width="2.71875in"
height="1.6770833333333333in"}

 []{#_Toc209932308 .anchor}Figure ‑: GEO Text Link Menu Option

Local Administrators choose which cities appear as text links on the
public site. To do this, on the GEO Text Link input screen, mark a check
next to each city to be listed as a text link. We recommend you select
just some of the cities for display, not all of them, if there is a
lengthy list.

![GEO Text Link input screen with selected cities. This figure shows the
GEO text link screen. In this example, the state is Georgia. Listed in
teh Text Link Selection are the available cities in Georgia. The
following cities have the checkbox checked: Adel, Albany, Americus,
Athens, Atlanta, Augusta.](media/image26.jpeg){width="4.25in"
height="3.40625in"}

[]{#_Toc209932309 .anchor}Figure ‑: GEO Text Link input screen with
selected cities

![Public site listing designated city text links. This figure shows the
public display listing of the selected cities. In this example for
Cities and Towns in Georgia, the following cities are listed: Adel,
Albany, Americus, Athens, Atlanta, Augusta, Macon, Rome, and
Savannah.](media/image27.jpeg){width="6.5in" height="0.78125in"}

[]{#_Toc209932310 .anchor}Figure ‑: Public site listing designated city
text links

 User Accounts
-------------

Next, NLM must create user account(s) for the local administrator(s) --
these accounts can only be created by NLM staff. If the proposal did not
indicate who the local administrator will be, this information will be
requested in the proposal acceptance. Local administrator(s) can then
create accounts for reviewers and selectors. Once accounts are created,
they can be made inactive but cannot be deleted. This permanence is
necessary because user accounts are tied to the records a person works
on.

### Types of User Accounts

There are three levels of user accounts in the Go Local system. Listed
below are **example**s of tasks and system privileges attributed to each
type of User Account. For a complete list of privileges see [Appendix 1,
User Privileges](#Appendix_1).\
\
**Selector:**

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

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

-   Enters site record form for new materials into system.

-   Reviews site records semi-annually.

######  Reviewer:  {#reviewer .list-paragraph}

-   Reviews work of selectors.

-   Previews pages before Go Local site is released.

-   Assigns sites for semi-annual review.

-   May delete site records.

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

######   Local Administrator:  {#local-administrator .list-paragraph}

-   Creates user accounts for all Selectors and Reviewers.

-   Makes accounts inactive when people stop working on Go Local.

-   Promotes color schemes for Go Local web site.

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

-   Creates customized static pages for Go Local site.

-   May import data.

-   May delete organization records.

-   Promotes all customization changes for Go Local areas that are
    released.

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

 

###  Creating User Accounts

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:

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

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

-   If someone stops working on your project, you should make the
    account inactive by changing the Account Status. Accounts cannot be
    deleted since the user names are usually tied to actions on records.

-   Login Names have a 15-character limit and are case-sensitive.

-   Login Names must be unique throughout the system; it is not possible
    to have people with the same Login Name in more than one area. So
    you will need to use some sort of \"standard\" for creating Login
    Names. You can:

-   Always start with local area initials **OR**

-   Always put a number after the Login Name

### Sample suggested schemes for creating Login Names:

[]{#_Toc210118984 .anchor}Table 2: Sample Login Names

  **Person\'s Name**   **Local Area**   **Login Name**        **Login Name**
  -------------------- ---------------- ---------------- ---- ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------
  Jane Smith           Connecticut      smithjct         OR   smithj1
  Jane Smith           Minnesota        smithjmn         OR   smithj2 (in this case, if the Minnesota administrator tried to create a login for Jane Smith called smithj1, the system would say that this Login Name already existed.)
  Bill Jones           Minnesota        jonesbct         OR   jonesb1
  Bill Jones           Connecticut      jonesbmn         OR   jonesb2 (in this case, if the Connecticut administrator tried to create a login for Bill Jones called jonesb1, the system would say that this Login Name already existed.)

Add a user by choosing Admin\>Accounts\>Add User from the menu.

![Add a User Menu. This figure shows the menu path used to add a new
user to the system. The menu path is from the Admin menu item. Listed
under Admin is Accounts. Accounts is highlighted. From Accounts is
listed another menu which includes Add User, List Users and Change
Password.](media/image28.jpeg){width="2.7916666666666665in"
height="1.6979166666666667in"}

[]{#_Toc209932311 .anchor}**Figure** **2‑20: Add a User Menu**

Complete the required information fields represented by the asterisk
(\*). Click Submit when completed. Note that the Designated Local Area
is automatically filled-in.

![New User Record. This figure shows an example of a completed new user
record. All of the required fields (denoted with a red asterisk) are
filled in. The information includes: Last Name - Smith, First Name -
Sarah, Login Name - ssmith. A password has been entered and is viewed as
a string of asterisks. E-mail address is ssmith\@yahoo.com. The type of
user is Reviewer, Account status is active, Perform maintenance audit is
\"yes\", Receive Link Checker Report is \"no\", and the designated local
area is listed as \"ztest site\" and is automatically filled in by the
system.](media/image29.jpeg){width="4.271389982502187in"
height="2.875in"}

[]{#_Toc209932312 .anchor}Figure 2‑21: New User Record

![Add User Confirmation. This figure shows the confirmation received
when a new user has been added to the system. It lists all of the
completed field information. In this example, the field information is
the same as used in the above
figure.](media/image30.jpeg){width="4.395833333333333in"
height="2.9166666666666665in"}

[]{#_Toc209932313 .anchor}Figure ‑: Add User Confirmation

Click Yes to confirm and continue with the save.

View the complete list of users for a Designated Local Area by choosing
Admin\>Accounts\>List Users from the menu.

![List Users Menu. This figure shows the menu display to access the List
Users feature. ](media/image28.jpeg){width="2.1875in"
height="1.3344597550306212in"}

[]{#_Toc209932314 .anchor}Figure 2‑23: List Users Menu

Creating, Editing, and Managing Health Services Records *(Updated October 23, 2008)*
====================================================================================

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:

![Go Local login screen. This figures shows the default login screen for
the MedllinePlus Go Local Application. The screen instructions read
\"Please enter your login name and password\". There is a fillin box for
Login Name and one below it for Password. A Login button is displayed
below the fillin boxes.](media/image4.jpeg){width="5.75in"
height="3.25in"}

[]{#_Toc209932315 .anchor}Figure 3‑1: Go Local Login Screen

In the next figure, user Nancy Morell has logged in and the system
recognizes her as the Go Local administrator for a fictitious site
called "ztest" site.

![Go Local Login Welcome Screen. This figure shows the login message
received when a user successfully logs into the Go Local input system.
In this example, the screen message reads, \"Hello nancy morell. Today
is Wednesday, October 31 2007. Please choose your action from the menu
above.\"](media/image31.jpeg){width="5.0in" height="2.5625in"}

[]{#_Toc209932316 .anchor}Figure 3‑2: Go Local Login Welcome Screen

### Troubleshooting Login Error Messages

See the [Special Considerations for Macromedia
Flash](#creating-the-designated-local-area) section for information on
trouble-shooting the following login error messages:

\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*

Adobe Flash Player Settings Local Storage

wwwcf.nlm.nih.gov is requesting permission to store information about
your computer. Requested: up to 1 MB"

If you do not have ActiveX enabled, you will not be able to log into the
Go Local system and may receive the following error messages:

![Active X Error Message. This figure shows the error message received
when Active X is disabled. The message reads, \"Your current security
setting prohibit running ActiveX controls on this page. As a result, the
page may not display
correctly.\"](media/image32.gif){width="4.677083333333333in"
height="0.8020833333333334in"}

[]{#_Toc209932317 .anchor}Figure ‑: ActiveX Error Message

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

![Macromedia Flash Error Message. This figure shows the error message
received when your system cannot run Macromedia Flash. The message
reads, \"Your browser settings prohibit running Macromedia Flash Player.
This web site makes use of Macromedia Flash software. The security
settings of your browser prohibits running any ActiveX controls and
plug-ins, so you cannot login to the Go Local input system. To be able
to login to the Go Local input system, you must enable the \"Run ActiveX
controls and plugins\" option on your
browser.\"](media/image33.gif){width="4.666666666666667in"
height="1.4479166666666667in"}

[]{#_Toc209932318 .anchor}Figure ‑: Macromedia Flash Error Message

See the [ActiveX Settings](#activex-settings) section for information on
how to enable ActiveX controls and plug-ins.

### 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.

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

![Input system timed out screen. This figure shows the timeout message
displayed when a user is automatically times out of the Go Local input
system. The message on this screen reads, \"The Go Local Input System
has logged you out. Please enter your password to
login.\"](media/image34.jpeg){width="2.7083333333333335in"
height="1.0104166666666667in"}

[]{#_Toc209932319 .anchor}Figure 3‑5: Input System Timed Out Screen

 Menu Options
------------

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

The local administrator main menu looks like this:\
![Main menu for local
administrator](media/image35.gif){width="5.416666666666667in"
height="0.3020833333333333in"}

[]{#_Toc209932320 .anchor}Figure 3‑6: Main menu for local administrator

The selector and reviewer main menu looks like this:

![Main menu for selector and
reviewer](media/image36.gif){width="4.385416666666667in"
height="0.3125in"}

[]{#_Toc209932321 .anchor}Figure 3‑7: Main menu for selector and
reviewer

All menus can be expanded by clicking on an option to view the expanded
selections.

### Expanded menu options:

![Site Records Menu - expanded. This figure shows the expanded Site
Records menu options. These options include: Fill out New Form, Pending
Review, List Incomplete Records, List Approved Records, List Returned
Records, List Similar Records, List Actively Shared Records, Global
Update of Records, Delete Records, Search Records in My Area, and Search
All Other Local
Records.](media/image37.jpeg){width="2.3958333333333335in"
height="3.3541666666666665in"}

[]{#_Toc209932322 .anchor}Figure 3‑8: Site Records Menu - expanded

![Organizations Menu - expanded. This figure shows the expanded
Organizations menu options. These options include: Add Organization,
List Organizations, Approve
Organizations.](media/image38.jpeg){width="1.8958333333333333in"
height="0.96875in"}

[]{#_Toc209932323 .anchor}Figure 3‑9: Organizations Menu -- Expanded

  ![Customize Menu - expanded. This figure shows the Customize menu
options. These options include: Header, Footer, Color Schemes, Image
Management, About Us, Sponsorship, Contact Us, Promote Contact Us
Changes, Homepage. Expanded from the Homepage option, the menu items
include: Add Google Event Calendar, Add Announcement Link, Edit Category
Helper Texts, Edit Featured Sites, View Homepage. Expanded from the Edit
Featured Sites opiton, the menu includes: Add Featured Site, List
Featured Sites.](media/image39.jpeg){width="3.6354166666666665in"
height="3.8125in"}

[]{#_Toc209932324 .anchor}Figure 3‑10: Customize Menu - expanded

![Admin Accounts Menu - expanded. This figure shows the Admin menu
expanded. Options in this menu include: Accounts, Audit, Map, Language,
Date Export, Data Import, Reports. The Accounts option is expanded to
show additional menu items. They include: Add User, List Users, Change
Password.](media/image40.jpeg){width="2.7395833333333335in"
height="1.875in"}

[]{#_Toc209932325 .anchor}Figure 3‑11: Admin Account Menu - expanded

![Admin Audit Menu - expanded. This figure shows the expanded menu from
the Admin, Audit option. This menu includes: Set Audit Profile, Hide
Audit Message, Assign Audit
Records.](media/image41.jpeg){width="2.8125in" height="1.875in"}

[]{#_Toc209932326 .anchor}Figure 3‑12: Admin Audit Menu - expanded

![Admin Map Menu - expanded. This figure shows the expanded menu from
the Admin, Map option. This menu includes: Map Organization, GEO Text
Link.](media/image42.jpeg){width="2.5520833333333335in"
height="1.8020833333333333in"}

[]{#_Toc209932327 .anchor}Figure 3‑13: Admin Map Menu - expanded

![Admin Language Menu - expanded. This figure shows the expanded menu
from the Admin, Language option. This menu includes: Assign Top
Languages, Set Language Public
Display.](media/image43.jpeg){width="3.1770833333333335in"
height="1.6458333333333333in"}

[]{#_Toc209932328 .anchor}Figure 3‑14: Admin Language Menu - expanded

![Admin Data Export menu -- expanded. This figure shows the expanded
menu from the Admin, Data Export option. This menu includes: Add Export
Profile, List Export Profiles, and Set XML Profile.
](media/image44.jpeg){width="2.8125in" height="1.875in"}

[]{#_Toc209932329 .anchor}Figure 3‑15: Admin Data Export menu --
expanded

![Admin Data Import Menu - expanded. This figure shows the expanded menu
from the Admin, Data Import option. This menu includes: Import and Error
Reports. ](media/image45.jpeg){width="2.4583333333333335in"
height="1.8958333333333333in"}

[]{#_Toc209932330 .anchor}Figure 3‑16: Admin Data Import Menu - expanded

![Admin Reports Menu - expanded. This figure shows the expanded menu
from the Admin, Reports option. This menu includes: Link Checker Report,
and Web Stat. ](media/image46.jpeg){width="2.625in" height="1.96875in"}

[]{#_Toc209932331 .anchor}Figure 3‑17: Admin Reports Menu - expanded

 ![Preview Menu - expanded. This figure shows the expanded menu from the
Preview, Internal option. This menu includes: Services by Location,
Services by Providers, Facilities, and Services, Services for Disease
and Helath Issues, and All Services.
](media/image47.jpeg){width="3.3125in" height="1.3854166666666667in"}

[]{#_Toc209932332 .anchor}Figure 3‑18: Preview Menu - expanded

![Text size menu - expanded. This figure shows the expanded menu from
the Text Size option. This menu includes: Smallest, Smaller, Medium,
Larger, and Largest. ](media/image48.gif){width="1.25in" height="1.5in"}

[]{#_Toc209932333 .anchor}Figure 3‑19: Text size menu - expanded

 Creating Site Records
---------------------

### Go Local Site Record Input Screen

A form for a site record has four main sections: Site identifier
information, Display status and service area, Topics, and Local
organization site belongs to.

![Go Local Site Record Input Screen. This figure shows all of the fields
available in the Go Local Site Record Input
Screen.](media/image49.jpeg){width="2.8854166666666665in"
height="7.061972878390201in"}

[]{#_Toc209932334 .anchor}Figure ‑: Go Local Site Record Input Screen

### Fields and Descriptors: 

[]{#_Toc210118985 .anchor}Table 3: Go Local Input Record Field
Descriptions

  -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
  **Field Name**                                   **Description**                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           **Required**
  ------------------------------------------------ --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- --------------
  This is a shared record                          Checkbox. Default is unchecked.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           

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

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

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

  Modified by                                      Name of person modifying site. This is automatically completed based on the person\'s login information.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  

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

  Reviewed by                                      Name of person reviewing site. This is automatically completed based on the reviewer\'s login information.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                

  Date Audited                                     Whenever a record is audited, an audit date is automatically entered by the system.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       

  Audited by                                       Name of person who has audited the site. This is automatically completed based on the auditor's login information.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        

  Name of Site                                     This is the name of the service, e.g., St. Mary\'s Hospital, Valley Diabetes Clinic, Columbia Cardiology Associates.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Yes

  URL of Site                                      URL: Must begin with http:// or https://                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  

  Enable URL?                                      By default this field is automatically "checked".                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         

  Address 1                                        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.                                                                                                                                                                                                                                                                                                                                                                   Yes

  Address 2                                        Additional address information such as Suite, Bldg number, etc.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           

  City                                             City                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Yes

  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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   Yes

  Duplicate Check                                  Click this button to have the system check for duplicate records. If there is a match on the Site Name, Address 1, and URL fields, the system reports duplicate record(s) found.                                                                                                                                                                                                                                                                                                                                                                                                                                                                          

  Similar Check                                    Click this button to have the system check for similar records. If there is a match on the Site Name and City fields, the system will report similar record(s) found.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     

  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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Yes

  Zip Code Extension                               4-digit zip code extension. This is not a required field.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 

  Phone \#                                         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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       

  E-mail                                           E-mail addresses must contain the @ sign and domain suffix such as .com or .edu.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          

  Display E-mail?                                  By default, the e-mail address will not display. Check the box to display the e-mail address                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              

  Description                                      This is where you can add text to display 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 2,000 characters, though NLM recommends most descriptions be much shorter, usually under 500 characters, for better readability of the pages displayed. To create a link within the description code (opens a new window):\                                                                                                                               
                                                   \<a href=\"http://www.medicare.gov/NHCompare/Include/DataSection/Questions/SearchCriteria.asp?\" newwin=\"Y\"\>Nursing Home Compare\</a\>\                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                
                                                   \                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         
                                                   The code to open the link in the same window is:\                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         
                                                   \<a href=\"http://www.medicare.gov/NHCompare/Include/DataSection/Questions/SearchCriteria.asp?\" newwin=\"N\"\>Nursing Home Compare\</a\>\                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                
                                                   \                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         
                                                   If no newwin value is specified the default will be \'open in new window\'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               

  Languages: Open Languages Window                 Feature that allows a Go Local site to display the languages spoken by service providers. Click on 'Open Languages Window' and select from the list of available languages. Languages will not display to the public unless or until this feature is turned on by your local administrator.                                                                                                                                                                                                                                                                                                                                                               

  Service Area: Open Counties Window               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 \"Entire Area\", which is the entire Go Local area, or "List of Counties" which works in combination with the 'Open Counties Window' button. The 'Open Counties Window' button allows you to select the specific counties served from a dropdown state/county menu.                                                                                                                                                                                                                                          

  Display?                                         The default is set to \"Yes.\" If you are not going to display a site, you must chose \"No\" and select a reason.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         

  Reasons not to display                           Required if \"no\" is selected.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           

  Local Service Terms                              At least one local service term is required. The local service terms are mapped to local health topics. Click on the Open Local Service Terms Window to choose from the list of available service terms.                                                                                                                                                                                                                                                                                                                                                                                                                                                  Yes

  Organizations: Open Local Organizations Window   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. Click on 'Open Local Organizations Window' to select from a list of organizations already listed in the system. Or, add a new organization name and URL to the list.                                                                                                                                                                                                             

  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.   

  Local ID                                         Local ID is a 15 character alpha-numeric internal code that does not publicly display but can be searched internally using an exact match search for the data.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            

  This record has been audited                     The default is unchecked. The user may check the box after a record has been audited (i.e., after all the information in the entry has been confirmed.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    

  Submit to Pending                                To save the record to the Pending queue for review.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       

  Save as Incomplete                               To save a record that is missing one or more required fields, or a record that the selector is still working on and is not ready for review.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              

  Cancel                                           Click the 'Cancel' button to clear the record and return to the main menu screen.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         
  -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

**\
**

### **Site Identifying Information**

A site record requires a name, address, city, state, and zip code. It
may also include a telephone number, email address, or a web address.
(Note: Fields with \* are required)

![Image of the Fill out New Form screen showing the fields that identify
the site. Required fields are denoted by a red asterick and include the
following: name, address, city, state, and zip code.
](media/image50.jpeg){width="6.0in" height="3.8645833333333335in"}

[]{#_Toc209932335 .anchor}Figure 3‑21: Fill out New Form - Site
Identifying Information

### Change Case Utilities

When filling out a new site record form, or when editing an existing
site record, you can access the following three change case utilities
through a right mouse click.

-   Change to all lower case

-   Change to all upper case

-   Capitalize the first letter (e.g. change STREET to Street) of every
    word highlighted

To access these utilities, highlight the text that you want to change
and then use a right mouse click:

![Change Case Utility. This figure shows the Name of Site field
highlighted. The Name of the Site, \"Riverton Memorial Hospital\" is in
all capitalization. When the text of this field is highlighted and then
the right mouse button is clicked, a separate pop-up menu is displayed
listing the change text case options including upper case, lower case,
or capitalize.](media/image51.png){width="4.229166666666667in"
height="1.8854166666666667in"}

[]{#_Toc209932336 .anchor}Figure 3‑22: Change Case Utility

It is important to highlight only the text for which want to change the
case. When you highlight the text and right click, you should see the
three options:

-   Upper Case

-   Lower Case

-   Capitalize

If you don't highlight the text to be edited and right click, the three
options should be in the menu, but grayed out.

Select the option you would like and the system will execute the change
you requested.

![Change Case Results. This figure shows the Name of Site text, Riverton
Memorial Hospital, changed to mixed upper and lower case
letters.](media/image52.png){width="3.7916666666666665in"
height="1.0208333333333333in"}

[]{#_Toc209932337 .anchor}Figure 3‑23: Change Case Results

**Note:** Do not use the change case utility when making a Global Update
unless the text in the field you are changing is identical in all
records. The Global Update module does not recognize the formatting
adjustment as the change. Instead the text from the field you are
changing will appear in that field for all grouped records.

### Language Indicator

The Language Indicator is an optional feature that allows a Go Local
site to display the languages spoken by service providers.

Local Administrators may:

-   Customize the default "top languages" that will appear to reviewers
    and selectors when creating and editing site records.

-   Turn on the public display of languages spoken. When turned on, the
    "languages spoken" line will appear under the description of a site
    record in the public display for those records that have languages
    associated with them.

Anyone can index the languages spoken in a particular site record, and
this can be done even if this feature is not turned on.

### Assignment of Top Languages Display 

Local Administrators may customize the initial list of languages that
selectors and reviewers will see when trying to index languages to a
site record. This feature can prevent unnecessary navigation by making
the most frequently spoken languages for an area the first ones visible
to selectors and reviewers. Selectors and Reviewers may always navigate
to the full list of languages if they do not see a particular language
on the initial "top languages" list.

-   To manage the list of "Top Languages," Local Administrators can go
    to Admin \> Language \> Assign Top Languages.

![Assign Top Languages Menu Item. This figure shows the menu bar for
selecting Assign Top Languages. The figure show the following menu items
that have been selected: Admin, Language, Assign Top Languages.
](media/image43.jpeg){width="3.1770833333333335in"
height="1.6458333333333333in"}

[]{#_Toc209932338 .anchor}Figure 3‑24: Assign Top Languages Menu Item

**\
**![Assign Top Languages Window. This figure shows the Default Profile
of the Top Languages window. This figures shows the full list of
languages on the left, denoted by the red column heading and the title
Languages. Next to the full list of languages is the list of Top
Languages, denoted by the blue column heading and the title Top
Languages.](media/image53.png){width="5.875in"
height="4.364583333333333in"}

[]{#_Toc209932339 .anchor}Figure 3‑25: Assign Top Languages Window

There are two types of Language Profiles.

1.  Default Top Languages Profile -- This is a profile created by NLM.
    It includes the languages that the Census indicates have over
    500,000 people in the country who speak this language at home.

2.  Custom Profile -- This is a profile that the Local Administrator may
    customize for the specific Go Local area.

Your selection of the profile is indicated by the toggle buttons on the
upper right of the screen.

The "View Default Profile" link at the top of the screen provides a
dynamically-generated list of the NLM-selected top languages. This
feature will be helpful if you want to see the default list of languages
without needing to select the default profile.

The three buttons at the bottom of the page do the following:

1.  Submit -- Saves any changes you have made to the current profile.

2.  Reset -- Reverts back to the last saved profile.

3.  Cancel -- Takes you back to the main menu without saving any
    changes.

To make a change to the profile:

-   Select the toggle button next to "Custom Profile" at the top right
    of the screen. You must select the "Custom Profile" option in order
    to make changes to the languages list.

```{=html}
<!-- -->
```
-   After selecting the "Custom Profile" option, you will be able to
    drag and drop languages from the main language list to the Top
    Languages list. You can also drag languages off the Top Languages
    list and back to the Languages list.

-   To move a language from one column to the other, click on it, hold
    down the mouse, and drag the language to where you would like it to
    go.

-   Some languages have see references associated with them. If you move
    a language with a see reference, all the associated see references
    will move with it.

-   Once you have made your changes to the Top Languages list, click the
    Submit button at the bottom of the page.

**\
Note:** The English Not Spoken language choice has special features
associated with it. If a site is indexed with the English Not Spoken
language, a separate line that says **"**Service provider does not speak
English." will appear under the description field of the public display.
Refer to the display information below.

![Moving a Language from the Languages List. This figure shows the
highlighted language, Estonian in the Languages column. To move a
language from one column to the other, click on it, hold down the mouse,
and drag the language to where you would like it to go.
](media/image54.png){width="5.25in" height="2.2083333333333335in"}

[]{#_Toc209932340 .anchor}Figure 3‑26: Moving a Language from the
Languages List

![Moving a Language to the Top Languages List. This figure shows the
highlighted language, Estonian, as it now appears in the Top Languages
column.](media/image55.png){width="5.260416666666667in"
height="2.3333333333333335in"}

[]{#_Toc209932341 .anchor}Figure 3‑27: Moving a Language to the Top
Languages List

**Note:** The order of the languages in the list of Top Languages will
be the same as the order that will appear to the selectors and
reviewers. You can opt to have them in alphabetical order, the order of
popularity, or other ways that you feel helpful.

If a language you need is not on the master list of languages, or you
would like to suggest a change to the languages, please email the
listserv at <MPLUS-GOLOCAL@LIST.NIH.GOV>.

### Indicating the Languages Spoken on a Site Record** **

To indicate which language a service provider speaks, you can enter the
information in the Languages area of the site record form.

The Languages box is part of the site record form that you will see when
creating new records (Site Records \> Fill Out New Forms) or when
editing an existing record.

![Open Languages Window. This figure shows the Open Languages Window
button that appears in the Fill out New Record
form.](media/image56.png){width="6.0in" height="1.2083333333333333in"}

[]{#_Toc209932342 .anchor}Figure 3‑28: Open Languages Window

-   Select the Open Languages Window to see a list of default list of
    languages you can select from. If a custom profile has been created
    for the top languages, that short list will display here. Otherwise,
    you will see the default top languages profile.

![Assign Languages selection form. This figure shows the picklist of
languages that appears once you click on the Open Languages Window. This
list of languages includes: Arabic, Cantonese, Chinese (nonspecific),
Filipino see Tagalog, French, German, Italian, Korean, Mandarin, Polish,
Portuguese, Russian, Spanish, Tagalog, and
Vietnamese.](media/image57.png){width="4.854166666666667in"
height="5.114583333333333in"}

[]{#_Toc209932343 .anchor}Figure 3‑29: Assign Languages

-   If you do not see the language(s) you need on this initial list,
    select the ALL link at the top of the window, or use the A-Z look up
    list to go to the specific language that you are looking for. You
    may also search for the language using the search box.

-   Select the language(s) that you want, holding down the control key
    to select more than one language.

-   Select Apply

-   Hit Close when you are done.

The Languages that you associated with that site will appear in the
Languages area of the site record form.

![Languages Associated with a Record. This figure shows the Languages
field of the Fill out New Record form with the language, Spanish, listed
in the field. Spanish was chosed from the Assigned Languages list and
added to the record.](media/image58.png){width="5.875in"
height="1.3229166666666667in"}

[]{#_Toc183315334 .anchor}Figure 3‑30: Languages Associated with a
Record

To remove a language that has been associated with a record, select that
language in the language box and then hit the "Delete" button to the
right of the Languages box.

### Languages Spoken Public Display 

If the Local Administrator has turned on the Languages Public Display,
when a language is associated with a site record it will display just
under the description field of a site record.

> ![Site Record Public Display of Languages Spoken. This figure shows
> the public display of a record which includes the assigned languages
> Korean and Tagalog. These languages appear at the bottom of the record
> denoted by the heading, \"Languages
> Spoken\".](media/image59.png){width="6.0in" height="1.59375in"}

[]{#_Toc183315335 .anchor}Figure 3‑31: Site Record Public Display of
Languages Spoken

If the language "English Not Spoken" has been selected, a sentence
saying "Service Provider does not speak English" will appear just under
the Languages Spoken line.

> ![English Language Not Spoken Public Display. This figure shows the
> public display of a record that includes the assigned language,
> Spanish and also the notation that the \"Service provider does not
> speak English\". This notation appears at the bottom of the record,
> listed below the Languages Spoken
> data.](media/image60.png){width="3.0520833333333335in"
> height="1.4375in"}

[]{#_Toc183315336 .anchor}Figure 3‑32: English Not Spoken Public Display

If there is no description, the language information will appear under
the "Map and directions" line.

### Turning on the Languages Feature in the Public Display

Local Administrators may decide when and if to turn on the language
feature for display in the public view.

Some sites may want to index the languages first and then turn on the
feature once the language information has been captured. Other sites may
want to turn on the public display while language information
incrementally appears as it is added in. Once it is turned on, the Local
Administrator may also decide to turn off this feature at any time.

Go to Admin \> Language \> Set Language Public Display

![Set Language Public Display Menu. This figure shows the menu path to
choose to select the Set Language Public Display. Highlighted in this
screen capture is Language and Set Language Public
Display.](media/image61.png){width="4.197916666666667in"
height="1.9270833333333333in"}

[]{#_Toc183315337 .anchor}Figure 3‑33: Set Language Public Display Menu

-   To turn on the feature, select "Yes". If the Language Feature was
    already turned on, you may turn it off by selecting \"No\".

![Set Language Confirm. This figure shows the screen to choose whether
or not the language is displayed in the public record display. The
screen question is \"Do you want the Languages Spoken to be displayed on
the public Go Local pages?\". There are radio buttons next to Yes and
No. The user will select one of these then click the submit button in
the lower left hand corner of the
screen.](media/image62.png){width="5.770833333333333in"
height="3.2083333333333335in"}

[]{#_Toc183315338 .anchor}Figure 3‑34: Set Language Confirm

-   Hit the "Submit" Button.

```{=html}
<!-- -->
```
-   After making a change to the Language Public Display, Local
    Administrators of live sites will need to promote the change.

-   Go to Admin \> Languages \> Promote Languages Display.

-   Select Promote Language Public Display. After confirming the change,
    the languages display will be visible on the public pages.

![Promote Language Public Display Menu. This figure shows the pathway of
menu items you will follow to select the Promote Language Public Display
Setting feature. This screen captures shows the highlighted menu items,
Language and Promote Language Public Display
Setting.](media/image63.png){width="4.40625in" height="1.90625in"}

[]{#_Toc183315339 .anchor}Figure 3‑35: Promote Language Public Display
Menu

### Searching for Records that have Indexed Languages 

In the Search area (accesses via Site Record \> Search Records in My
Area, or Site Records \> Search Records in All Other Local Records),
there are two options associated with languages.

1.  The "Languages Assigned" box lets you search for those records that
    do or do not have languages associated with them.

2.  The "Language" box allows you to search for records that have been
    indexed for a specific language.

These options appear towards the bottom of the search page.

![Language Search Options. This figure shows the portion of the Search
Records screen that allows you to search for records based on language
criteria. This screen capture shows the Language field and the Languages
Assigned field. The Languages Assigned field shows the default selection
criteria where both the Yes and the No field are
checked.](media/image64.jpeg){width="5.75in"
height="1.4791666666666667in"}

[]{#_Toc209932350 .anchor}Figure 3‑36: Language Search Options

### Service Area 

The Service Area has 3 options for data entry:

-   **Use Zip Code**: this is the default input option. With this
    option, the NLM system uses the zip code entered in the record's
    site address to determine the county served.

-   **Entire Area:** select this option if a resource serves the entire
    Go Local area, even if the resource is located outside of your Go
    Local area. For example, a State Health Department or a National
    resource such as the American Academy of Pediatrics' **Pediatrician
    Referral Service** located in Illinois.

-   **List of Counties:** selectors choose all that apply from a list of
    possible counties in the Open Counties Window. The list of available
    counties is determined by your Designated Local Area. For more
    information see: [Creating the Designated Local
    Area](#creating-the-designated-local-area).

![Service Area Input Screen. This figure shows the Service Area input
fields in the Fill Out New Form data entry screen. The options include
Use Zip Code, Entire Area and List of Counties. In this screen shot, the
Use Zip Code radio button is
selected.](media/image65.png){width="5.488600174978128in"
height="1.9674212598425196in"}

Figure 3‑37: Service Area Input Screen

Each option determines how and where the record will display in the list
of resources in the public display. In essence, when you enter a record
and input one of the 3 options for Service Area, you are indexing the
record to a geographic location.

**The public display reflects three choices in the input system:**

-   **Use Zip Code** - In the New Mexico example shown below, the
    records marked to use zip code with Zip Codes found in Santa Fe
    County appear in the listing "Resources in Santa Fe County" on the
    public display.

-   **Entire Area** - In the New Mexico example shown below, this
    designation corresponds to the listing of "Resources serving all of
    New Mexico" on the public display, except for those resources
    located in Santa Fe County.

-   **List of Counties** -. In the New Mexico example shown below, this
    designation corresponds to the "Regional resources also serving
    Santa Fe County" in the public display for those services providing
    services to residents of Santa Fe County, but the resource is not
    actually located in Santa Fe County.

Regardless of which Service Area option is chosen, the mapping program
that NLM uses \"decides\" what county the service is located in by its
zip code. Sometimes this won\'t be exactly right, since zip codes bleed
across cities and even counties, but it is usually correct. If you find
an error in the zip code mapping, notify NLM staff of the problem.

![Service Area Selection -- Public Display. This figure shows the public
display of AIDS services for Santa Fe County. In this example, there are
10 types of resources listed for Resources in Santa Fe County; 1 type of
resource listed for Regional resources also serving Santa Fe County; and
10 types of resources listed for Resources serving all of New
Mexico.](media/image66.jpeg){width="5.75in" height="4.75in"}

[]{#_Toc209932351 .anchor}Figure 3‑38: Service Area Selection -- Public
Display

### Display Status 

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

![Display Status. This figure shows the display section of the site
record input screen. In this example, the default \"yes\" radio button
is selected.](media/image67.gif){width="5.020833333333333in"
height="0.8958333333333334in"}

[]{#_Toc209932352 .anchor}Figure 3‑39: Display Status

### 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. Once you use a local service term to index a site, you must
also associate the service term with one or more Go Local health topics
where the service will display. Local service terms 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. The Local Health Topics
map Go Local service records to corresponding MedlinePlus topic pages.
They facilitate the connection from a MedlinePlus topic page into your
Go Local service listings related to that topic. 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.

###  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. You can remove the automatic mapping
by deselecting the checkbox.

-   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.

#### Mapping 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.

![Local Service Term Flowchart. This figure depicts the mapping of a
local service term, Alcohol Abuse Programs. Each branch of the map shows
the directions from which the system builds on the term, for example See
References (AA see Alcohol Abuse Programs); Automap to local health
topic, Alcoholism; Suggested map to local health topic, Family Issues;
and User-entered map to local health topic, Rural Health
Concerns.](media/image68.jpeg){width="5.59375in"
height="4.297060367454068in"}

[]{#_Toc209932353 .anchor}Figure 3‑40: Local Service Term Flowchart

![](media/image69.jpeg)

[]{#_Toc209932354 .anchor}Figure 3‑41: Local Services and Diseases &
Health Issues Flowcharts

###  Selecting local service terms and local health topics 

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

![Open Local Service Terms button. This figure shows the Open Local
Service Terms Window button available on the Fill out New Form input
screen. This is a required field so the field name is preceded by a red
asterisk.](media/image71.gif){width="5.0in" height="2.21875in"}

[]{#_Toc209932355 .anchor}Figure 3‑42: Open Local Service Terms Window
button

Step 2: The Local Service Term Window opens.

Step 3: Click on a local service term to select it, the scope note of
the service term will appear.  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.\
\
![Assign local service terms window. This figure shows a list of local
service terms. In this list, Assisted Living Facilities is highlighted
in green and has a checkmark next to it. The scope note for the term
appears in a text box at the bottom of the
screen.](media/image72.jpeg){width="4.029612860892389in"
height="4.635416666666667in"}

[]{#_Toc209932356 .anchor}Figure 3‑43: Assign local service terms window

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.\"

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.

![Automatic local service term mapping window. This figure shows the
automatic term mapping for the local service term, \"Assisted Living
Facilities\". This term automatically maps to the health topic,
\"Assisted Living\". The list of suggested mappings to local health
topics include: Alzheimer\'s Disease, Dementia, Disabilities, Financial
Assistance, and Head and Brain Injuries. In this screen capture, the
suggested local health topics selected are: Dementia and Head and Brain
Injuries.](media/image73.gif){width="4.708333333333333in"
height="5.5in"}

[]{#_Toc209932357 .anchor}Figure **3‑44: Automatic local service term
mapping**

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

**\
**

Step 5: Below, you have clicked on Browse Other Local Health Topics and
chosen to map Assisted Living to End of Life Issues:\
![Browse other local health topics screen. This figure shows the screen
which displays when the user clicks on the button \"browse other local
health topics\". On this list of terms, the user has highlighted \"End
of Life Issues\", thus mapping Assisted Living to End of Life Issues.
The Apply button is circled in red indicating its location on the
screen. ](media/image74.gif){width="4.625in" height="5.40625in"}

[]{#_Toc209932358 .anchor}Figure 3‑45: Browse other local health topics
screen

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 Assisted
Living Facilities, which now looks like this:

![Completed mapped window for Assisted Living. This figure shows the
completed mapping for the term, \"Assisted Living\". This screen capture
displays all of the fields that have been filled in on the \"Fill out
New Form\" input screen as per the criteria listed above. The fields
include the following information: Automatic maps to local health topic
\"Assisted Living\"; Suggested maps to local health topics \"Dementia\"
and \"Head and Brain Injuries\"; Other maps to local health topics \"End
of Life Issues\".](media/image75.gif){width="4.166666666666667in"
height="4.875in"}

[]{#_Toc209932359 .anchor}Figure 3‑46: Completed mapped window for
Assisted Living

At this point you may:

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

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

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

###  Assign Local Organizations 

The last step is to assign the local organization(s) to which the site
belongs.

Note: Sites do not need to be associated with an organization name.

![Assign local organizations input fields. This figure shows the input
fields dedicated to assigning the local organization for each record.
Included in this screen capture are the \"Open Local Organizations
Window\" button; the blank table where each organization name, URL, and
synonyms will be listed; and the blank fields to list the name and URL
of a new, unapproved organization.](media/image76.jpeg){width="4.25in"
height="2.1145833333333335in"}

[]{#_Toc209932360 .anchor}Figure 3‑47: Assign local organizations input
fields

Click on \"Open Local Organizations Window\" to open the list of local
organizations.

![List of local organizations. This figure shows the alphabetical
listing of the first 20 organizations that have been created for this
local area. Information included is the organization name, organization
URL, and synonyms (if
available).](media/image77.jpeg){width="4.396883202099738in"
height="4.020833333333333in"}

[]{#_Toc209932361 .anchor}Figure 3‑48: List of local organizations

If the organization is not listed, you may enter a new unapproved
organization name below the Organizations window.

Note: The system is programmed so that if the name of the site and the
organization name in the record are \*exact\* matches, the organization
name does not appear in the public display.

### Comments

Selectors may use the comments field to add information about the record
to aid reviewers. Reviewers can also add information if they return the
record to the selector. 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. Note: Selectors and reviewers find it helpful to add their
initials to comments to track changes to a record.

![Comments field with data. This figure shows the comments field
containing notes addressing specific issues about the record. The notes
are from comments and reviewers and contain dates and initials. The data
in the Comments field is: \"03/31/2006 made corrections LO 02/22/2006
Display record even without a website. Correct format of \"Ave.\" and
phone number. Also, address\# is 6, not 8. (p. 9 DHSS book) There are 3
Aquila centers. Create a record for each by copying & editing this one.
Call them \"Aquila of Delaware - Georgetown\" etc. Reduce description
(\"Substance abuse treatment center for adolescents and their families\"
is fine). Subjects look great.\--ph\"](media/image78.jpeg){width="6.5in"
height="0.8645833333333334in"}

[]{#_Toc209932362 .anchor}Figure 3‑49: Comments field with data

### Local ID

Local ID is a 15 character alpha-numeric internal code that does not
publicly display but can be searched internally using an exact match
search for the data.

### Submitting the Site Record

When you\'ve filled out all the information on the form, you have 3
options for the completed record:

-   Submit to Pending: Saves the record to the Pending queue for review

-   Save as Incomplete: Saves a record that is missing one or more
    required fields

-   Cancel: Clears the record fields and returns to the main menu screen

![Submit, Save or Cancel record. This figure shows the options available
once a record is completed. There are 3 buttons labelled: Submit to
Pending, Save as Incomplete, and Cancel.
](media/image79.jpeg){width="6.5in" height="0.5833333333333334in"}

[]{#_Toc209932363 .anchor}Figure 3‑50: Submit, Save or Cancel record

**\
**

Shared Records
--------------

The Shared Records feature allows sites to create and share records with
other sites. This feature will allow for sharing of records serving an
entire area, or records serving overlapping counties between areas
(currently, this is possible in records from Tribal Connections Four
Corners, Utah, Nevada, and New Mexico).

A shared record will be treated as one record, even though it is shared
among many sites. One site can make a record available to share, while
many may opt to share this record. Any site sharing the record can make
changes to the record. If a change is made to a shared record, the
changes will be reflected in the record within all sites sharing the
record.

Only the area that originally created the record and made it shareable
has the ability to delete the record and thereby delete it from the
other areas using that shared record. Other areas using the shared
record may delete the record from their individual areas, but cannot
delete it from the other sites sharing the record

At anytime, an area that opted to use a shared record may choose to
"split" the record and maintain it as an individual site record that is
no longer connected to other areas. Each of these capabilities is
outlined below.

### Creating a Shared Record

Only Local Administrators can create a new shared record or make an
existing record "shareable."

-   Choose Site Records \> Fill out New Form from the menu.

-   Check the box for "This is a shared record"

-   Fill out the record with the remaining required field data

-   Submit to Pending and approve as you would normally.

**Note:** There are certain restrictions on the "Service Area" for
shared records.

So that a record can be shared, the Service Area must meet ONE of the
following conditions:

-   Be set for the "Entire Area"

-   Include Counties that overlap with other areas (currently this will
    only happen in counties shared by Tribal Connections Four Corners
    and overlapping areas in New Mexico, Arizona, and Utah).

-   Include Zip Codes that overlap with other areas (currently this will
    only happen in counties shared by Tribal Connections Four Corners
    and overlapping areas in New Mexico, Arizona, and Utah).

**Note:** Shared records containing an organization name can only be
shared with a site that maintains the same organization within their
system. If you are creating a shared record that uses an organization
name, it might limit other areas' ability to easily use the shared
record.

![Creating a Record that Can Be Shared. The \"This is a shared record\"
box is checked. The \"Entire Area\" Service Area option is
selected.](media/image80.png){width="5.604166666666667in"
height="6.416666666666667in"}

[]{#_Toc209932364 .anchor}Figure 3‑51: Creating a Record that Can Be
Shared

### Allowing an Existing Record in Your Area to be Shared

A Local Administrator can modify an existing record to make it available
for sharing.

-   Navigate to an existing record (the status of approved, pending,
    etc. does not matter).

-   Edit the record

On the record edit screen:

-   Check the "This is a Shared Record" box at the top of the screen

-   You may need to change the service area to Entire Area unless you
    are working on a record shareable within the Tribal Four Corners
    area (see Creating a Shared Record section listed above)

-   Submit to Pending

-   Approve as you would normally

![Edit an Existing Record So that it Can Be Shared. This figure shows
the Edit Site Entry screen for a shared record. The shared record box,
at the top of the screen, is checked. The site name (550 Express),
address, phone number, and description are filled in. The Service Area
selection is \"Entire Area\".
](media/image81.jpeg){width="4.583333333333333in" height="5.25in"}

[]{#_Toc209932365 .anchor}Figure 3‑52: Edit an Existing Record So that
it Can Be Shared

### Changing the Status of a Record from Your Area to Unshared 

A Local Administrator from the area that created a shared record can
modify it so it may no longer be shared.

-   Navigate to an existing record (the status of approved, pending,
    etc. does not matter).

```{=html}
<!-- -->
```
-   Edit the record

On the record edit screen:

-   Deselect the "This is a Shared Record" box at the top of the screen

-   Submit to Pending

-   Approve as you would normally

**Note:** Deselecting the "This is a Shared Record" checkbox will
**delete** the record from any areas that are already sharing it, so be
very cautious about doing this. The record will remain active in your
area.

### Selecting a Shared Record from Another Area 

You can find records that other areas have made available for sharing.
You can opt to share these records within your system.

From the menu choose Site Records \> Search All Other Local Records

![Search All Other Local Records Menu Option. This figure shows the menu
listing to search local records. The screen capture includes the menu
drop-down list from the main heading, \"Site Records\", and the option,
\"Search All Other Local Records\" is
highlighted.](media/image82.png){width="2.3645833333333335in"
height="3.3958333333333335in"}

[]{#_Toc209932366 .anchor}Figure 3‑53: Search All Other Local Records
Menu Option

On the search screen, find the "Shared Record Created By" search
criteria. It is located towards the bottom of the search screen.

Search for Shared Record created "By Other Area." Deselect the "None"
box and the "By My Area" box. You can enter other search criteria as
well. (For example, you can limit to the Designated Area that created
the original record, Site Record ID, Site Name, etc.)

Click Search to run your search.

![Searching for Shared Records. This figure shows the Shared Record
fields available for searching. The user can limit their search to
Shared Records Created: By My Area, By Other Area, or None. In this
screen capture, the \"By Other Area\" box is checked.
](media/image83.png){width="5.489583333333333in"
height="2.8645833333333335in"}

[]{#_Toc209932367 .anchor}Figure 3‑54: Searching for Shared Records

In the list of results, the shareable records will appear highlighted in
yellow

A record being shared by multiple areas is denoted in the results list
by a downward arrow (). A mouse-over on the downward arrow displays the
designated areas which share this record.

> > "Note: the downward arrow ( ↓) will not appear when viewing a list
> > of shared record results from Search Records in My Area.

![Results of Search for Shared Records. This figure shows the results of
the search for shared records meeting the criteria of \"By Other Area\".
This screen capture shows the alphabetical listing of results which are
highlighted in yellow. ](media/image84.png){width="5.989583333333333in"
height="3.3645833333333335in"}

[]{#_Toc209932368 .anchor}Figure 3‑55: Results of Search for Shared
Records

![Mouse-Over Displaying Designated Areas That Share a Record. This
figure shows the list of search results for shared records. Included in
this screen capture is the mouse-over message that displays when the
user moves the mouse overa shared record name that is denoted by a
downward arrow (â). In this example, the cursor has moused-over the New
Mexico shared record titled A Sample Site. A pop-up window is open
listing the area names of New Mexico and Tribal Connections Four Corners
as areas that share this record.](media/image85.png){width="6.0in"
height="1.2916666666666667in"}

[]{#_Toc209932369 .anchor}Figure 3‑56: Mouse-Over Displaying Designated
Areas That Share a Record

Select the shareable record you are interested in (when you select a
shareable record, the highlight color changes to green and a checkmark
appears next to the selected record)

Click the "Share" button available at the top of the page.

At the Notification prompt Click OK

![Select a Record that is Available to be Shared. This figure shows the
list of records available to be shared. The site record titled, \"Shared
Record\", which is available from Delaware has been selected with a
check mark. ](media/image86.png){width="5.75in" height="3.0625in"}

[]{#_Toc209932370 .anchor}Figure 3‑57: Select a Record that is Available
to be Shared

![Notification that you are Sharing the Record. This figure shows the
notification message that appears after you have selected a record to
share and have clicked on the \"Share\" button. The notification message
reads, \"This record is now shared in your area.\" Click the OK button
to complete the process.](media/image87.png){width="4.760416666666667in"
height="2.7821784776902887in"}

[]{#_Toc183315348 .anchor}Figure 3‑58: Notification that you are Sharing
the Record

**Note:** **The system will not allow you to use a shared record that is
identical to a record already in your area.** It will check against the
Site Name, URL, and Address. You cannot opt to share a record that has
these three fields in common with a record already in your system.
First, you must delete the existing record from your area. Then, you can
opt to share the new record, thereby adding it to your area.

If you try to use a shared record that includes an organization in the
organization field, you must also have that organization in your system.
To create an organization in your system, go to Organizations \> Add
Organization.

Keep in mind the status of the record you are sharing. If you share a
record that is currently in pending, it will appear in your pending
queue. If it is approved, it will appear in the approved queue. The
status of the record will be the same with all areas sharing the record.

Once you are "sharing" a record, you can make any changes to that record
as you would normally. Changes you make will be reflected in all areas
sharing that record. For instance, a record audited by one area will be
shown as being audited in all areas sharing the record.

### Identifying Shared Records in Normal Displays

When shared records appear in lists of records, they are highlighted in
yellow.

Each of the different lists of records (list of incomplete records, list
of approved records, etc) contain the "Shared Record" and "Non-shared
Record" filter boxes at the top of the screen.

![Shared Record in Approved Records List. This figure shows the results
list of approved records. The Shared record in this results list
(titled, Senior Care) is highlighted in
yellow.](media/image88.png){width="5.875in"
height="1.9583333333333333in"}

[]{#_Toc183315349 .anchor}Figure 3‑59: Shared Record in Approved Records
List

These checkboxes are available on the following lists available under
the Site Records menu:

-   Pending Review

-   Incomplete Records

-   Approved Records

-   Returned Records

-   Similar Records

By selecting the "Shared Record" checkbox and clicking on the search
button, you can see only those records that are shared records.
Selecting both "Shared Record" and "Non-Shared Record" means you will
search both types of records. If you only select "Non-Shared Record,"
your search will exclude all shared records.

Within a site record, you can identify information about the areas that
share a record.

In the Edit view, shared records will have a link called "Shared Record
Details"

![Shared Record Details Link. This figure shows the \"Shared Record
Details\" hypertext link that is available at the top of the Edit Site
entry form. The Shared Record Details hypertext link is circled in red
to show its location.](media/image89.png){width="5.614583333333333in"
height="1.875in"}

[]{#_Toc183315350 .anchor}Figure 3‑60: Shared Record Details Link

After selecting the link, you will get a pop-up box with information
about the areas sharing the record.

![Shared Record Details Box. This figure shows the details available
when the Shared Records Detail hypertext link is clicked. In this
example, the details state that this Shared Record was created by
Maryland and that this record is also shared with the
Illinois.](media/image90.png){width="5.75in" height="1.4375in"}

[]{#_Toc183315351 .anchor}Figure 3‑61: Shared Record Details Box

When Viewing a site record, information about the areas sharing the
record is available towards the bottom of the page.

![View Site Record -- Shared Record Field. This figure shows where to
find the details of a shared record when viewing a record from the
\"View\" option screen. The details in the \"View\" option are found
under \#23. In this example, \#23 includes the following information:
Shared Record Created by New Mexico. This record is also shared with the
Tribal Connections Four Corners area.
](media/image91.jpeg){width="4.1875in" height="1.3012554680664916in"}

[]{#_Toc183315352 .anchor}Figure 3‑62: View Site Record -- Shared Record
Field

### Managing Shared Records using List Actively Shared Records 

The "List Actively Shared Records" window helps you manage your shared
records. Access the window by going to Site Records \> List Actively
Shared Records.

The "List Actively Shared Records" window provides a list of:

-   Records you are sharing that were created by other areas

-   Shared records created by your area that are being used by other
    areas.

These lists are available through the two tabs at the top of the window.

![List Actively Shared Records Menu Item. This figure shows the menu
path for selecting \"List Actively Shared Records\".
](media/image92.png){width="2.3854166666666665in"
height="3.3541666666666665in"}

[]{#_Toc183315353 .anchor}Figure 3‑63: List Actively Shared Records Menu
Item

**To manage shared records that you are using but that were created by
other areas:**

-   Go to Site Records \> List Actively Shared Records.

-   Select the Created by My Area tab.

![List of Actively Shared Records. This figure shows the list of
actively shared records listed under the \"Created by Other Area\" tab.
In this example, 2 records are listed, \"24-Hour Hotline at your
service\" and \"Learn about Sharing Local Health\".
](media/image93.png){width="5.614583333333333in"
height="3.9895833333333335in"}

[]{#_Toc183315354 .anchor}Figure 3‑64: List of Actively Shared Records

On the "Created by Other Area" tab, the following buttons are available:

-   Edit

-   View

-   Audit

-   Delete

-   Split

The Edit, Views, and Audit buttons work as they do elsewhere in the
system.

**Delete:** If you select a shared record created by another area and
hit Delete, you will delete the record from your system. It will not be
deleted from the other areas sharing it. The only entity that can delete
the shared record and make it disappear from all areas sharing it is the
area that created the record.

**Split:** After opting to "share" a record that was made shareable by
another site, you have the option of Splitting the record. If you
highlight a record and hit the "Split" button, you are breaking your
connection to that shared record. The record will disappear from this
window (since it is no longer shared). If it was approved, it will
appear in the approved queue, if it is pending, it will be in the
pending queue, etc.

The record will continue to exist in your system, but it will be
independent from the original record. Changes made to a split record
will not be reflected among other sites that are sharing that record.

After you split from a record, the comments field will include text
indicating that the record was split from AREA NAME by NAME OR PERSON on
DATE.

![Split Record Comments Field. This figure shows the message displayed
in the Comments field of a site record after the record has been split
from a shared record. In this example, the message reads, \"This record
was split from Wyoming by Nancy Morell on
01-09-2008.\"](media/image94.jpeg){width="5.885416666666667in"
height="0.21875in"}

[]{#_Toc209932378 .anchor}Figure 3‑65: Split Record Comments Field

**To manage shared records that your area has created and that are being
used by other areas:**

-   Go to Site Records \> List Actively Shared Records.

-   Select the Created by My Area tab.

This tab will include all the records that you have made "shareable"
that are being used by other areas.

![Shared Records Created by My Area. This figure shows the list of
shared records \"created by my area\". In this example, there is only
one record named, \"Winslow Memorial
Hospital\".](media/image95.png){width="5.226783683289589in"
height="3.7291666666666665in"}

[]{#_Toc183315355 .anchor}Figure 3‑66: Shared Records Created by My Area

This window has the following buttons available:

-   Edit

-   View

-   Audit

-   Delete

**\
**The Edit, Views, and Audit buttons work as they do elsewhere in the
system.

**Delete:** If you delete a record that you previously made shareable,
you will be deleting that record from all the areas. This power is only
available to the area that created the shared record.

**\
**

Identifying Similar and Duplicate Records
-----------------------------------------

Similar records have the same site name and city name. Duplicate records
must exactly match three fields: the site name, address1, and URL
fields.

The List Similar Records module helps you identify, modify, or delete
similar records.

###  Find Similar Records when creating a New Record

To identify similar records when creating a new record:

-   Enter the site name and physical address information

-   Click on the Similar Check button found below the address fields

-   If there is a match on the Site Name and City fields, the system
    will report similar record(s) found.

![Similar Records Check Warning Message. This figure shows the warning
message displayed when similar records are detected in the system. The
warning message reads, \"A similar record with the same site name and
city was found in the
database.\"](media/image96.jpeg){width="4.729166666666667in"
height="3.556486220472441in"}

[]{#_Toc209932380 .anchor}Figure 3‑67: Similar Records Check Warning
Message

To view the list of similar records, from the menu choose Site Records
\> List Similar Records.

![Similar Records Menu Bar. This figure shows the drop down menu bar to
link to the List Similar Records feature.
](media/image97.jpeg){width="1.7291666666666667in" height="1.75in"}

[]{#_Toc209932381 .anchor}Figure 3‑68: Similar Records Menu Bar

-   On the List Similar Records search screen, enter the search criteria
    for the site name or leave blank to see all similar records.

-   Click the Search button to retrieve all records with similar site
    names.

-   Select a similar record to Edit, View, or Delete. Note: only site
    administrators or reviewers can delete a similar record.

![Similar Records Found. This figure shows the list of similar records
found in the system. The search criteria is for site names that contain
the word \"audiology\". The list of results includes 3 site names. Each
site name is titled \"Audiology Associates\" but the address for each
site is different.](media/image98.jpeg){width="5.375in" height="3.5in"}

[]{#_Toc209932382 .anchor}Figure 3‑69: Similar Records Found

### Find Duplicate Records when creating a New Record

 To identify duplicate records when creating a new record:

-   Enter the site name, physical address information and URL (if
    available)

-   Click on the Duplicate Check button found below the address fields

-   If there is a match on the Site Name, Address 1, and URL field,
    (including fields that are blank) the system reports duplicate
    record(s) found.

![Duplicate Record Error Message. This figure shows the error message
that appears when a duplicate record is found in the system. The error
message reads, \"A duplicate record with the same Site name, URL, and
Address 1 was found in the
database.\"](media/image99.jpeg){width="5.166666666666667in"
height="3.721913823272091in"}

[]{#_Toc209932383 .anchor}Figure 3‑70: Duplicate Record Error Message

You cannot save a duplicate record. The combination of site name,
address 1, and URL must be unique in the system. Edit the information
for the record to be unique, or cancel the record that is being created
if it is a duplicate.  

 

### Duplicate records not identified as duplicates

 

True duplicate records may exist in your database due to spelling or
abbreviation differences in the name, address1 or URL field combination.
The examples below would not be recognized as duplicate records, because
of the difference in the street address (W. vs. West):

 

The Community Clinic

123 West Main St.

Anywhere, WV 25402

 

The Community Clinic

123 W. Main St.

Anywhere, WV 25402

 Incomplete Records
------------------

The incomplete record option allows you to save a record that is missing
one or more required fields. This record cannot duplicate an existing
record; the combination of Site Name, Address 1, and URL fields must be
unique.

To save a record as incomplete, click on the "Save as Incomplete" button
at the bottom of the Fill out New Form data entry screen. 

![Save as Incomplete button. This figure shows the location of the
\"Save as Incomplete\" button available at the bottom of the Fill out
New Form data entry screen. In this example, the \"Save as Incomplete\"
button is circled in red for
emphasis.](media/image100.jpeg){width="6.5in"
height="0.6770833333333334in"}

[]{#_Toc209932384 .anchor}Figure 3‑71: Save as Incomplete button

 

To view a list of incomplete records, choose Site Records from the Main
Menu, and then select List Incomplete Records.

 

![List Incomplete Records. This figure shows the menu path to view a
list of incomplete records for this area. The menu bar is expanded from
the Site Records menu option. The menu item \"List Incomplete Records\"
is highlighted in blue. ](media/image101.jpeg){width="5.625in"
height="3.9375in"}

[]{#_Toc209932385 .anchor}Figure 3‑72: List Incomplete Records

Note: Incomplete records will never appear in the pending queue.

 Pending Records
---------------

Local site administrators, reviewers, and selectors can all see the
records in the pending queue.

Note: For optimum system performance, do not have more than 4,000
records in the pending queue.

From the menu choose Site Records \> Pending Review.

![Pending Review menu option. This figure shows the menu listing to
select the Pending Review feature.](media/image102.jpeg){width="2.125in"
height="3.0416666666666665in"}

[]{#_Toc209932386 .anchor}Figure 3‑73: Pending Review Menu Option

Only local site administrators and reviewers see the check boxes to
approve or return records.

![Records Pending Review. This figure shows the alphabetical list of
records that are pending review. One record, \"A Sporting Chance\" is
highlighted in green and checked.](media/image103.jpeg){width="5.5in"
height="3.6145833333333335in"}

[]{#_Toc209932387 .anchor}Figure 3‑74: Records Pending Review

A reviewer can add comments to the record indicating why the record is
pending and the progress of the record status.

![Pending Record Comments Field. This figure shows the Additional
Comments field for a record that is pending review. The comments typed
into the field read, \"04/23/2007 Initial Load. To be reviewed for
accuracy.\"](media/image104.jpeg){width="3.78125in"
height="2.551327646544182in"}

[]{#_Toc209932388 .anchor}Figure 3‑75: Pending Record Comments Field

The reviewer must confirm whether the comments are correct to complete
the process.

When the record comments are confirmed, the user is automatically
returned to the pending records screen.

 

![Pending Record Comments Confirmation. This figure shows the
confirmation message received after the Submit Comments button has been
clicked. The confirmation message reads, \"Are the comments correct?\".
Listed below the question are the buttons for \"Yes\" and
\"No\".](media/image105.jpeg){width="3.71875in"
height="1.3458333333333334in"}

[]{#_Toc209932389 .anchor}Figure 3‑76: Pending Record Comments
Confirmation

The reviewer has the discretion of approving records for submission into
the site or returning pending records for further review and edit. To
approve or return records, mark a check in the appropriate column for
each record. Then, click the "Submit Checked Sites" button.

![Submit Checked Sites. This figure shows the Pending Review list of
records screen with two sites marked for submission. The site titled,
\"A Sporting Chance\" has the approved box checked. The site titled,
\"A.L.I.V.E\" has the returned box checked. Both checked boxes are
circled in red for emphasis. The \"Submit Checked Sites\" button,
located at the bottom of the screen, is circled in red for
emphasis.](media/image106.jpeg){width="4.21875in"
height="2.7662412510936134in"}

[]{#_Toc209932390 .anchor}Figure 3‑77: Submit Checked Sites

After records are submitted, the confirmation message with options to
continue will appear. Choose "yes" to continue; choose "no" to end the
process and return to the Pending Review list of records.

![: Confirmation for Submitted Checked Sites. This figure shows the
confirmation message received when the \"Submit Checked Sites\" button
is clicked. The confirmation message reads, \"Save this Information?\".
Listed below the question are the 2 sites that were chosen in the figure
above for approval and return. The text reads, \"Approved these records:
A Sporting Chance\" and \"Return these sites and notify user:
A.L.I.V.E.\" At the bottom of the screen is the question, \"Are you sure
you want to continue?\" and selection buttons for \"Yes\" and
\"No\".](media/image107.jpeg){width="4.0in"
height="3.1458333333333335in"}

[]{#_Toc209932391 .anchor}Figure 3‑78: Confirmation for Submitted
Checked Sites

When a record is returned, the person who last modified the record will
be notified upon login

### Pending Live

The pending queue is different for publicly-available Go Local sites and
Go Local sites under development. If your site is under development,
when you choose Site Records \> Pending Review, you will see a list of
your pending records.

 

Once your site is \"live,\" when you choose Site Records \> Pending
Review you will see a screen with two tabs: Pending Live and Pending.

-   If you edit a publicly displayed record it goes to a \"Pending
    Live\" queue.

-   If you do not approve a record in the \"Pending Live\" queue by 2 AM
    Eastern Time the following day, the record will no longer display on
    your public pages.

-   If there are records in the \"Pending Live\" queue, the Pending Live
    tab will display when you click Pending Review.

-   If there are no records in \"Pending Live,\" the Pending tab will
    display when you click Pending Review.

 

![Pending Live and Pending Tabs. This figure shows the Pending Live tab
and Pending tab for lists of records in each category. These tabs are
only available for those sites that are publicly-available Go Local
sites (i.e., sites that are \"live\" rather than under
development).](media/image108.jpeg){width="5.375in" height="3.5in"}

[]{#_Toc209932392 .anchor}Figure 3‑79: Pending Live and Pending Tabs

Search Records: in My Area or in All Other Local Records
--------------------------------------------------------

The Go Local input system allows you to search for records in your local
area and also search for records in all of the other NLM-hosted Go Local
sites.

From the menu choose Site Records \> Search Records in My Area or Search
All Other Local Records.

![Search Records Menu. This figure shows the menu for selecting the
search records feature. In this screen capture, both the \"Search
Records in My Area\" and \"Search All Other Local Records\" items are
circled in red for
emphasis.](media/image109.jpeg){width="2.2708333333333335in"
height="3.1979166666666665in"}

[]{#_Toc209932393 .anchor}Figure 3‑80: Search Records Menu

Both the Search Records in My Area and Search Records in All Other Local
Records screens are divided into 2 tabs:

-   Search Criteria tab - which includes the fields available for
    searching

-   Results tab - which displays the list of results based on your
    search criteria

The search screens for Search Records in My Area and Search Records in
All Other Local Records are the same with the exception of an additional
search field of "Designated Area" in the Search Records in All Other
Local Records and the ability to search for records with an "incomplete"
approval status in the Search Records in My Area. This "incomplete"
status is not an available search factor for All Other Local Records.

### Search Records in My Area

![Search Records in My Area Search Screen. This figure shows the Search
Records in My Areas search screen. The criteria for search name is
filled-in as an example search. The site name must contain the word
\"adoption\" to retrieve results successfully. The Site Name field
containing the word \"adoption\" is circled in red for
emphasis.](media/image110.jpeg){width="4.708333333333333in"
height="7.75in"}

[]{#_Toc209932394 .anchor}Figure 3‑81: Search Records in My Area Search
Screen

-   Enter your search criteria and click the Search button located at
    the bottom of the screen.

From the Results screen in the Search Records in My Area, you can:

-   Edit a record

-   Copy a record

-   Audit a record

-   View a record

-   Go to the site and open the Web site in a new window

-   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.

-   Delete a record

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

![Search Results for Search Records in My Area. This figure shows the
list of results for a Search on records in My Area, where the criteria
for the search is that the site name must contain the word \"adoption\".
In this screen capture, the list of results include the following site
names: Adoption Home Studies, Adoption Services, Aid to Adoption of
Special Kids, and LDS Family Services - Adoption Program
Tucson.](media/image111.jpeg){width="5.625in"
height="2.8541666666666665in"}

[]{#_Toc209932395 .anchor}Figure 3‑82: Search Results for Search Records
in My Area

###  Editing a record from the search results:

The edit screen opens in a new window. This preserves the search results
list so you will not have to reenter the search criteria and re-run the
search after editing each record.  The downside to this is that the
results are not refreshed. Therefore, if a record that was just edited
no longer falls within the search criteria, it will still display in the
results.  

### Search All Other Local Records

From the Search All Other Local Records results screen, you can:

-   Copy a record

-   Share a record

-   View a record

-   Go to the Web site (opens in a new window)

-   Export the list of records to an Excel file.

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

![Search Results for Search All Other Local Records. This figure shows
the search results for records in all areas with the word \"adoption\"
in the site name.](media/image112.jpeg){width="5.125in"
height="2.5104166666666665in"}

[]{#_Toc209932396 .anchor}Figure 3‑83: Search Results for Search All
Other Local Records

IMPORTANT: When you\'re on the results tab, don\'t use the browser back
button or your search strategy will be lost.

 

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

 

 Auditing Module
---------------

The Audit Module allows Local Administrators to assign records to be
audited. Specific functions include:

-   the ability to set an audit profile for each local area

-   the ability to assign specific records to be audited

### Set Audit Profile

From the menu choose Admin \> Audit \> Set Audit Profile

![Set Audit Profile Menu. This figure shows the menu display to select
the feature for Set Audit Profile.](media/image41.jpeg){width="2.625in"
height="1.75in"}

[]{#_Toc209932397 .anchor}Figure 3‑84: Set Audit Profile Menu

All Local Administrators will have the ability to set the site record
review interval. The default is set at 6 months, to change time interval
enter a numeric value in the text box (limit 2 digits).

**\
**

**Note:** We recommend you audit records at least every twelve months.
If you would like to increase the timeframe, we recommend you change it
to 12 months.

![Set Audit Profile Review Interval. This figure shows the input screen
where the local administrator can manually change the interval time to
review records. In this example, the interval time has been changed from
the default 6 months to 12 months. The statement reads, \"I would like
to review records every 12 months.\" Below the statement are the
\"Submit\" button and the \"Cancel\"
button.](media/image113.jpeg){width="4.208333333333333in"
height="2.2916666666666665in"}

[]{#_Toc209932398 .anchor}Figure 3‑85: Set Audit Profile Review Interval

The Local Administrators will be notified of the number of records due
for review and the number of records assigned at login if the Display
Audit Message option is selected (set to display as the default).

![Audit message at login. This figure shows an example login message
indicating the number of records that need to be audited. This example
reads, \"There are 3237 records due for audit and 3208 records have not
been assigned yet.\" This message will display if the Display Audit
Message option is selected as the default.
](media/image114.jpeg){width="4.416666666666667in"
height="0.4791666666666667in"}

[]{#_Toc209932399 .anchor}Figure 3‑86: Audit message at login

The Local Administrators can hide this message if the Hide Audit Message
option is selected.

From the menu choose Admin \> Audit \> Hide Audit Message.

![Hide Audit Message Menu. This figure shows the menu display to select
the feature to hide the audit message. From the menu choose Admin, then
Audit, then Hide Audit Menu.](media/image41.jpeg){width="2.625in"
height="1.75in"}

[]{#_Toc209932400 .anchor}Figure 3‑87: Hide Audit Message Menu

### Assign Audit Records

The Assign Audit Records module allows the Local Administrator to assign
audit records to system users with audit privileges (All Local
Administrators and Reviewers by default, and Selectors with permission).

From the menu, choose Admin \> Audit \> Assign Audit Records.

![Assign Audit Records Menu. This figure shows the menu display to
select the feature to assign audit records. From the menu choose Admin,
then Audit, then assign audit
records.](media/image41.jpeg){width="2.625in" height="1.75in"}

[]{#_Toc209932401 .anchor}Figure 3‑88: Assign Audit Records Menu

The Assign Audit Records module is very similar to the current Search
Records module. It contains the same search criteria with the addition
of the Audit Assigned criteria. The search form is flexible enough for
Local Administrators from each area to decide their own audit criteria.

![Assign Audit Records Search Form. This figure shows the search screen
available to search for records to assign for audit. This screen has 2
tabs including the \"search criteria\" and \"results\".
](media/image115.jpeg){width="5.645833333333333in" height="3.09375in"}

[]{#_Toc209932402 .anchor}Figure 3‑89: Assign Audit Records Search Form

As the default, the Audited date will be set as the current date minus
the audit interval.

![Assign Audit Records Search - Audited Date Fields. This figure shows
the Audited date fields available in the search screen for Assign Audit
Records. In this example, the first date field labeled \"between\" is
left blank. The second date field contains the date 02/01/20006
(February first two thousand
six).](media/image116.jpeg){width="5.989583333333333in"
height="0.3125in"}

[]{#_Toc209932403 .anchor}Figure 3‑90: Assign Audit Records Search -
Audited Date Fields

For example, if today\'s date is 6/09/06 and the audit interval is 6
months, the last Audited date will be set at 12/09/2005. The search
results will contain all records that were last audited on or before
12/09/2005. System users will be able to change the default date.

From the search result tab Local Administrators will be able to assign
record(s) to system users that have audit privileges. To select multiple
records hold the Ctrl key down; to select a range of records hold the
shift key down then select the first and last records in the range.
**Note: You cannot assign more than 1000 records at once.**

![Assign Audit Records -- select and assign to auditor. This figure
shows the list of results from and assign audit records search. In this
list of results, 6 of the site records have been chosen (denoted by the
green highlight and checkmarks next to each item). The Assign To
drop-down box is open, displaying a list of auditors (reviewers,
selectors, and the local admin) so the local administrator can assign
these selected records to an
auditor.](media/image117.jpeg){width="4.75in" height="3.3125in"}

[]{#_Toc209932404 .anchor}Figure 3‑91: Assign Audit Records -- select
and assign to auditor

Once the record(s) is assigned to the system user, the following message
will be displayed on his/her login screen as a reminder.

![Records to be audited message. This screen shows the login message
displayed for each system user who has audit records assigned to him or
her. In this example, the message reads, \"You have 12 record(s) for
audit\".](media/image118.jpeg){width="2.5625in" height="0.25in"}

[]{#_Toc209932405 .anchor}Figure 3‑92: Records to be audited message

This message links to the List My Audit Records module.

### List My Audit Records

The module List My Audit Records allows users to perform their audit
review. Choose Site Records\>List My Audit Records from the menu.

![List My Audit Records Menu. This figure shows the menu path to the
List My Audit Records Feature. From the menu choose Site Records then
List My Audit Records.](media/image119.jpeg){width="2.03125in"
height="2.9375in"}

[]{#_Toc209932406 .anchor}Figure 3‑93: List My Audit Records Menu

![List My Audit Records Options Screen. This figure shows the results
list of records to be audited. One record is highlighted and has a
checkmark next to the site name, (i.e., this site record has been
selected to audit or view).](media/image120.jpeg){width="4.75in"
height="3.2083333333333335in"}

[]{#_Toc209932407 .anchor}Figure 3‑94: List My Audit Records Option
Screen

Select a record by single-clicking on the record. A check will appear
next to the record you wish to modify or view.

-   Audit -- allows the auditor to view, submit and/or edit the audit
    record.

    -   All data fields are \"view only\" except the Comments field.

    -   If the user has the need to edit this record, they can click on
        the \"Edit Audit Record\" button. This will bring the user to
        the regular site record edit form. After the record editing and
        submission, the user will be brought back to this audit form.

    -   When the record audit is done, the user can click on the
        \"Submit Audit Record\" button. This action will update the
        audit time stamp.

-   View -- allows the auditor to display and print the record.

-   Go to Site - opens the Web site in a new window and allows the
    auditor to review the Web site and the record simultaneously.

### Updating the Audit Date from Edit 

The "This record has been audited" checkbox will be added to the bottom
of the edit screen (default=uncheck). When the box is checked and the
edited record is submitted or saved as incomplete the audit date
timestamp will update.

 

Note: Only system users with audit privileges will see the audit
checkbox in edit.

 

![Audit Checkbox. This figure shows the options availalbe when a record
is audited. This screen capture show a checkbox for the command, \"This
record has been audited\", and shows the option buttons available at the
bottom of the screen: \"Submit to Pending\", \"Save as Incomplete\", and
\"Cancel\".](media/image121.jpeg){width="5.25in" height="0.625in"}

[]{#_Toc209932408 .anchor}Figure 3‑95: Audit Checkbox

**Note:** For sites that have not yet released, you can audit records as
you verify and complete them or as you approve them. You do not need to
wait for the release to begin the auditing process.

Customization Module *(Updated September 18, 2008)*
===================================================

The Customization Module allows you to modify the site\'s header, footer
links, colors, upload images, create the \"About Us\" page, provide
contact information, and create a featured site for the homepage. These
functions allow you to personalize your site. Any permission level may
customize (Site Administrator, Reviewer, or Selector) before a site is
released. However, after release, changes can be made at any level but
can only be promoted to the public pages by the Site Administrator. All
customization modules must be completed before release.

![Customize Menu. This figure shows the menu structure of the
\"Customize\" menu option. Items included in this menu are: Header,
Footer, Color Schemes, Image Management, About Us, Sponsorship, Contact
Us, and Homepage.](media/image122.jpeg){width="2.0in"
height="3.4583333333333335in"}

[]{#_Toc209932409 .anchor}Figure 4‑1: Customize Menu

Header
------

From the menu choose Customize \> Header.

-   **Title** - Header Title Line is a required field with a character
    limit of 50

-   **Tagline** - Header Tag Line is a required field with a character
    limit of 70.

-   **Logo**

    -   **Default Logo** - is an outline image of your state provided by
        NLM.  Partial state coverage can by modified to reflect a
        specific area. Please contact NLM prior to releasing a partial
        coverage site.

    -   **Customized Logo** - You may upload an image to use as a logo
        for your site.  The maximum size is 111 pixels width by 95
        pixels height.  If the background of your image is transparent
        the header color will display as the background.

    -   **Logo Alt Text** - **(required field)** The default alt text is
        \[area name\] logo. You can edit this.

To view changes, select the *Preview* button at the bottom of the page.
 Select the *Submit* button to apply all changes.

### Complete Banner

The system allows you to upload a banner that will be displayed in the
header of your Go Local site.  Please contact NLM prior to promoting
your banner to the Web.

![Header screen. This figure shows the input screen for creating the Go
Local area header. In this example, the header title is \"My Health
Minnesota Go Local\". The color scheme is blue; the banner image file
name is hsl\_banner\_nlm-1.jpg; the banner image width is 560, the
banner image height is 95; the banner image alt text is \"minnesota
logo\". The pictured banner header includes the header title name, the
image of a loon, the image of the state of Minnesota and several light
blue clouds floating on the medium blue
banner.](media/image123.jpeg){width="5.0in"
height="4.054861111111111in"} 

[]{#_Toc209932410 .anchor}Figure 4‑2: Header Screen

 Banner specifications include:

-   Banner size 560 x 95 pixels, background color must match a selection
    from the background color palette.  

-   Banner should contain logo located on left, site name, and site
    tagline.  Alt tag should contain site name: tagline

-   Banner colors should compliment one of the 5 choices from the page
    color palette.

>  

Please note that the banner will be a fixed length of 560 pixels.
Depending on the size of the monitor, it will not extend the full length
of the header. Therefore, you may want to pick a design that has a solid
colored background. Avoid intricate designs with a multicolored
background. You can match the header (using the Banner BG Color Box as
detailed below) to the background color so it appears that the banner
extends the full length of the header.

### Changing the Search Label Color or Banner Background Color 

There are several ways to change the search label color or banner
background color.

-   Select the color box next to each option then:

```{=html}
<!-- -->
```
-   Choose a color from the color palette or

-   Enter in the hex code in the upper left corner of the color
    selection box

![Changing Search Label or Banner colors. This shows the fill-in screen
for changing the header color options. In this example, the Search Label
Color box has been clicked and the color palette window is displayed
showing a wide array of colors to choose from. In the top left window of
the color palette the hex code, \"\#FFFFFF\" has been typed. This hex
code corresponds to the color of white, as shown in the box next to the
hex code.](media/image124.jpeg){width="5.125in" height="4.0625in"}

[]{#_Toc209932411 .anchor}Figure 4‑3: Changing Search Label or Banner
colors

Or, select the color wheel in the upper right corner of the color
palette then choose a color by clicking on the palette or enter the RGB
color into appropriate box. The system will convert the RGB code into
the correct hex code.

![Header Color options using RGB. This figure shows how to change the
header color options using the RGB code. In this example, the small
color wheel located in the upper right corner of the color palette has
been selected and a rainbow of colors appears on the screen with the RGB
codes listed as follows, R=242, G=242,
B=242.](media/image125.jpeg){width="4.260416666666667in"
height="2.0729166666666665in"}

[]{#_Toc209932412 .anchor}Figure 4‑4: Header Color options using RGB

Note: The Search color should contrast with the background color and be
clearly visible to low vision users.  The Go button for Search is
yellow; therefore, the background color should not be yellow or gold.

### * ***Upload a banner**

-   Upload a 560 x 95 image into the Image Module. Access the image
    module under the main menu \> Customize \> Image Management

-   From the main menu, select Customize \> Header select Complete
    Banner. Then, select the image you want from the Banner Image File
    Name pull-down menu

-   Change background color by selecting Banner BG Color box.

>  

Footer
------

From the menu choose Customize \> Footer.

-   The Footer links appear at the bottom of each page. The Footer
    module allows you to provide links to the institutions affiliated
    with your Go Local site.  The system will automatically generate the
    appropriate NLM footers, including copyright, privacy, and
    accessibility.

-   Only one footer link is required.  Up to four personalized footer
    links can be displayed.  The \'Linked Text\' is the text that is
    displayed in the footer, such as the name of your institution.  The
    Linked URL is the url of your institution. The url must contain
    http:// and a domain extension, for example \".edu\"

-   To view changes, select the *Preview* button at the bottom of the
    page.  Select the *Submit* button to apply all changes

 ![Footer screen. This figure shows the input screen used to define the
site footer information. In this example, there are 4 linked text and
URL items for the Arizona Go Local
footer.](media/image126.gif){width="4.708333333333333in"
height="3.1770833333333335in"}

[]{#_Toc209932413 .anchor}Figure 4‑5: Footer screen

Color Scheme
------------

Choose Customize \> Color Schemes from the menu.

-   The \'Color Scheme\' module controls the color of the header
    background, the page title, the section background, and the
    subsection background. There are currently five color scheme
    choices.

    -   The default color scheme for the Go Local pages is purple. You
        can change color schemes by clicking the narrow column to the
        left of the color scheme name. A checkmark appears next to your
        selection. When you choose *Select the Submit Color Scheme
        Selection*, you will see a confirmation screen displaying all
        the colors of the selected color scheme. Click *Yes* to continue
        and apply changes or *No* to revert back to the color scheme
        selection screen. 

![Color Schemes Selection window. This figure shows the color schemes
selection window. In this example, the available 5 color schemes are
shown: Blue, Green, Olive, Orange, and Purple. The Submit Color Scheme
Selection button is located at the bottom left-hand corner of the
screen.](media/image127.jpeg){width="4.625in" height="2.875in"}

[]{#_Toc209932414 .anchor}Figure 4‑6: Color Schemes Selection Window

 ![Color Scheme Confirmation. This figure shows the confirmation message
that is displayed once a color scheme is selected and the Submit Color
Scheme Selection button has been clicked. The confirmation message
question reads, \"Select this color scheme for your area?\". In this
example, the color scheme selected is Green. The confirmation message at
the bottom of the screen reads, \"Are you sure you want to continue?\"
Next to this question are the \"Yes\" and \"No\" selection
buttons.](media/image128.jpeg){width="3.8333333333333335in"
height="2.5729166666666665in"}

[]{#_Toc209932415 .anchor}Figure 4‑7: Color Scheme Confirmation

### Hexadecimal Color Codes

Each of the colors listed in the five color schemes is represented by a
hexadecimal code. The hexadecimal code may be useful when creating
marketing materials in support of your Go Local site.

[]{#_Toc210118986 .anchor}Table 4: Color Scheme Hexadecimal Codes

+-----------+-----------------------------+
| **Color** | **Hexadecimal Color Codes** |
+===========+=============================+
| Blue      | Header \#355f99             |
|           |                             |
|           | Page Title \#355f99         |
|           |                             |
|           | Section \#7c97bd            |
|           |                             |
|           | Subsection \#d7e0eb         |
|           |                             |
|           | Body \#f2f4f8               |
+-----------+-----------------------------+
| Green     | Header \#22634f             |
|           |                             |
|           | Page Title \#22634f         |
|           |                             |
|           | Section \#709a8d            |
|           |                             |
|           | Subsection \#d4e0dc         |
|           |                             |
|           | Body \#f0f5f3               |
+-----------+-----------------------------+
| Olive     | Header \#527233             |
|           |                             |
|           | Page Title \#527233         |
|           |                             |
|           | Section \#8fa47b            |
|           |                             |
|           | Subsection \#dde4d7         |
|           |                             |
|           | Body \#f3f6f1               |
+-----------+-----------------------------+
| Orange    | Header \#9b4215             |
|           |                             |
|           | Page Title \#53459a         |
|           |                             |
|           | Section \#8387b4            |
|           |                             |
|           | Subsection \#d7d8e7         |
|           |                             |
|           | Body \#f3f3f8               |
+-----------+-----------------------------+
| Purple    | Header \#4a3e8a             |
|           |                             |
|           | Page Title \#53459a         |
|           |                             |
|           | Section \#8387b4            |
|           |                             |
|           | Subsection \#d7d8e7         |
|           |                             |
|           | Body \#f3f3f8               |
+-----------+-----------------------------+

Image Management
----------------

Choose Customize \> Image Management from the menu.

The \'Image Management\' module allows you to upload and store images
for the header logo, featured sites, and the \"About Us\" page. Image
types are limited to .gif or .jpg

-   Click the *Upload New Image File to Server* button and browse to
    where the image is stored on your PC. Then click the *Upload Image
    File* button. A confirmation page will display the image file name,
    size and the image. Select the *Yes* button for the image to upload
    or *No* to cancel.

-   The uploaded images appear on your list of available images on the
    Image Management window.

Note: There is no size limitation when uploading images. However, there
are size limits for the header logo and the featured site image. You can
also display images on the \"About Us\" page; there is no size
limitation for this page.

![Upload image file to server screen. This figure shows the Upload Image
to File Server screen. In this example, the user has selected an image
on their own computer harddrive. The file path shown on the screen is
not complete but it begins with: C:/Documents and
Settings/morelln/Desktop/g](media/image129.jpeg){width="5.25in"
height="2.5703127734033244in"}

[]{#_Toc209932416 .anchor}Figure 4‑8: Upload image file to server screen

![Upload Image Confirmation. This figure shows the confirmation message
received once an image is selected for uploading to the sever to be
displayed on the list of available images. In this example, the image is
the go Local image. The confirmation message reads, \"Are you sure you
want to upload this image?\". The available response choices, \"yes\" or
\"no\", appear as buttons next to the
question.](media/image130.jpeg){width="4.375in"
height="2.5520833333333335in"}

[]{#_Toc209932417 .anchor}Figure 4‑9: Upload Image Confirmation

-   The \'Image Management\' module contains a search box to help locate
    images that you have uploaded.

-   You can limit your search alphabetically or by the pull-down menu
    filter choices *start with* or *contain*.

-   A selected image can be viewed (to see a larger scale picture) or
    deleted from the list.

![Image Management Window. This figure shows the Image Management window
which contains .gif and .jpg images available for upload to the
homepage. In this example, 5 plus images are available for upload. More
images that are available for upload can be seen by clicking on the down
arrow to view more images in the list. Each image contains a thumbnail
image and associated Image File Name. In this example, the image
azgo\_web1.fig is highlighted in green and a checkbox is listed next to
the thumbnail image. This selected image can be viewed or deleted by
clicking on either the View or Delete button available at the bottom of
the screen.](media/image131.jpeg){width="4.75in"
height="3.1354166666666665in"}

[]{#_Toc209932418 .anchor}Figure 4‑10: Image Management Window

![View Image. This figure shows the enlarged scale image displayed when
an image is selected and the View button is clicked. In this example, an
enlarged view of the azgo-web1.gif image is
displayed.](media/image132.jpeg){width="4.5in"
height="2.6979166666666665in"}

[]{#_Toc209932419 .anchor}Figure 4‑11: View Image

About Us
--------

Choose Customize \> About Us from the menu.

You have complete control of the content of this page. It can contain
text, links, images (see Image Module), and bulleted items. The
requirement for this is that you enter the correct HTML tags. For
example:

 

**[Example of paragraph HTML tags:\
]{.underline}**\<p\>Welcome to MedlinePlus, a goldmine of good health
information from the world\'s largest medical library, the National
Library of Medicine. Health professionals and consumers alike can depend
on it for information that is authoritative and up to date. MedlinePlus
has extensive information from the National Institutes of Health and
other trusted sources on over 700 diseases and conditions.\</p\>

>  

**[Example for bulleted list HTML tags:\
]{.underline}**\<ul\>\
\<li\>Did you find what you were looking for?\</li\>\
\<li\>Do you have a suggestion for improving MedlinePlus?\</li\>\
\<li\>Did MedlinePlus help you find an answer to your health
question?\</li\>\
\</ul\>

>  

**[Example for HTML link tag:\
]{.underline}**\<a
href=\"http://www.nlm.nih.gov/medlineplus/news/fullstory\_22341.html\"\>Full
Story\</a\>\
 

**[Example for HTML image not in the input system:\
]{.underline}**\<img
src=\"http://www.nlm.nih.gov/medlineplus/images/news1.gif\"
title=\"Current Health News\" alt=\"Current Health News\" border=\"0\"
width=\"205\" height=\"25\"\>\
 

**[Example of HTML image tag for images uploaded into the input system:\
]{.underline}**\<img src= \"dablgson2.jpg\" alt=\"Color photo of Dr.
Donald A.B. Lindberg and grandson at computer\" align=\"left\" border=
\"0\" width= \"160\" height= \"146\"\>

 ![About us window. This figure the About Us input screen with sample
html coded text. The text reads, \<p\>this is the about us page\</p\>,
and includes a sample bulleted list in
html.](media/image133.jpeg){width="3.9583333333333335in"
height="2.6666666666666665in"}

[]{#_Toc209932420 .anchor}Figure 4‑12: About Us Window

Sponsorship Page
----------------

Participants can create a separate page to acknowledge sponsoring
agencies. This page display will be optional.

Manage the Sponsorship page by choosing Customize \> Sponsorship from
the menu.

![Sponsorship Menu Option. This figure shows the menu display to select
the sponsorship feature. From the menu choose Customize then
Sponsorship.](media/image134.png){width="2.1122451881014874in"
height="3.3541666666666665in"}

[]{#_Toc183315357 .anchor}Figure 4‑13: Sponsorship Menu Option

This page can contain text, links, and images. Refer to the Image Module
section of the Go Local manual for additional details about uploading
images. You need to use correct HTML tags to control the behavior of the
page.\
![Sponsorship Page Information. This figure shows the input screen for
adding the Sponsorship Information to the homepage. There is a large
blank box in which the user can input HTML text. Below the box are three
button options to click; they are: Preview Page, Submit, and
Cancel.](media/image135.png){width="3.8958333333333335in"
height="2.6706080489938757in"}

[]{#_Toc183315358 .anchor}Figure 4‑14: Sponsorship Page Information

-   Enter your text, including HTML tags, in the box.

-   Check how it will look by selecting the "Preview Page" button.

-   Use the "Submit" box to save the changes.

Examples of HTML tags include:

-   HTML link tag:

> \<a href=\"http://www.medlineplus.gov\"\>MedlinePlus\</a\>

-   HTML tag for images uploaded into the input system:

> \<img src= \"meals.gif\" alt=\"Meals on Wheels Logo\"\>

-   HTML tag for an image not in the input system:

> \<img src=\"http://www.nlm.nih.gov/medlineplus/images/news1.gif\"
> title=\"Current Health News\" alt=\"Current Health News\"\>The bottom
> of the page will automatically include the following text:
>
> \[Site name\] may partner or receive sponsorship funding from the
> organizations listed on this page. \[Site name\] and the National
> Library of Medicine do not endorse these organizations and their
> products or services. Sponsors do not play a role in selecting or
> editing \[Site name\] information.

-   After making and submitting the changes, Local Administrators of
    live sites will need to promote the page.

-   Do this by going to Customize \> Promote Sponsorship Changes.

-   Once the page has been promoted, a sponsorship link will
    automatically display at the bottom of your Go Local public pages.

![Promote Sponsorship Changes Menu Item. This figure shows the menu
display to select the feature to \"Promote Sponsorship Changes\". From
the menu choose Customize then Promote Sponsorship Changes.
](media/image136.png){width="2.375in" height="3.7708333333333335in"}

[]{#_Toc183315359 .anchor}Figure 4‑15: Promote Sponsorship Changes Menu
Item

![Sponsorship Link. This figure shows the Sponsorship html link as it
will appear at the bottom of the homepage. In this example, the entire
footer reads, \"in cooperation with U.S. National Library of Medicine
and National Institutes of Health, Copyright, Privacy, Accessibility,
Sponsorship.\"](media/image137.jpeg){width="4.583333333333333in"
height="0.3541666666666667in"}

[]{#_Toc209932424 .anchor}Figure 4‑16: Sponsorship Link

To delete a sponsorship page that you have already created, simply
delete the text from the sponsorship box. The Local Administrators of
live sites will again have to promote the change. The system will
recognize that there is no information to display. The link appearing at
the bottom of the pages will disappear.

**Note:** Go Local's link checker will not be checking links on this
page. Sites with a sponsorship page should periodically check the links.

Contact Us
----------

The Contact Us page provides a mechanism for users to contact you
regarding your site. The system will generate a standard form that will
e-mail messages to the email address you specify. There are also options
for displaying institutional addresses, virtual reference, and
additional comments that will be displayed on the public Contact Us
page. Selectors, reviewers, and local administrators can make changes to
the Contact Us page. But, Local Administrators must promote the changes
for them to display on the public page.

Select Customize \> Contact Us from the menu bar to create or edit the
Contact Us page information.

 ![Contact Us Menu Option. This figure shows the menu display to select
the Contact Us feature. From the menu choose Customize then Contact Us.
](media/image138.jpeg){width="2.3020833333333335in" height="3.625in"}

[]{#_Toc209932425 .anchor}Figure 4‑17: Contact Us Menu Option

The Contact Us module includes the following fields:

-   **Split e-mail address** -- "No" by default.

-   **E-mail address** - **(Required field)** This is the e-mail address
    to which the contact us form contents will be sent.

-   **Display Message** - This area is for any text you want to display
    at the top of your form.

-   **Disclaimer** - This area is for any text you want to display at
    the bottom of your form.

-   **Additional Contact Us Information** - You can display addresses
    for up to three institutions. The institutions will appear on the
    right side of the screen in order of the numeric tab.  

-   **Comments for Display** - comments added into this field will be
    displayed on the Public Contact Us page. This is text only, no HTML
    tagging is acceptable. If you want to create a link, please use the
    Virtual Reference fields

-   **Virtual Reference Link** - This field is provided for institutions
    that offer virtual reference, or would like to provide access to
    some other link. The Linked Text field will display under the
    Additional Contact Us addresses. The Virtual Reference URL url must
    contain http:// and domain extension, for example .edu 

![Contact Us Data Entry Screen. This figure shows the Contact Us data
entry screen which is used to create and display the Contact Us
information on the public site page. In this example, the following
field information has been filled-in: E-mail Address is
info\@nevadahealthnet.org, Display Message reads, \"For information
about Nevada HealthNet or to update, delete or add to your listing or to
submit a suggestion for a new listing, please contact us by email.\"
Disclaimer reads, \"Nevada HealthNet provides information about health
services for residents of Nevada. Nevada HealthNet is an information
service only, and does not diagnose medical conditions, offer advice, or
endorse specific products or services. Even though the links features
here have been reviewed by (the message stops here but continues with
the scrolling bar). Additional Contact Information: Insittute Name is
University of Nevada School of Medicine, Savitt Medical Library, Address
1 is Pennington Medical Education Building/306, City is Reno, State is
Nevada, Zip is 89557-0151, phone number is
775-784-4625](media/image139.jpeg){width="4.435483377077865in"
height="5.625in"}

[]{#_Toc209932426 .anchor}Figure 4‑18: Contact Us Data Entry Screen

![Contact Us Public View. This picture shows the public display of the
completed Contact Us page. This pages lists all of the contact
information used in the above figure of the input form. The contact
information is displayed on the right side of the page. On the left side
of the page is a fill-in form asking for the following information: Your
Name, Your E-Mail, Subject and
Message.](media/image140.jpeg){width="6.28125in"
height="2.7379811898512685in"}

[]{#_Toc209932427 .anchor}Figure 4‑19: Contact Us Public Display

#### **[Split e-mail address]{.underline}** 

This feature allows you to have more than one e-mail address receive
user messages via the \"Contact Us\" form. The e-mail that receives the
message is based on county or region chosen by the sender. If the sender
does not select a county or region, the system uses the default e-mail
address.

-   You can assign e-mail address by county (or region depending how
    your local area is assigned). After selecting the \'*Yes*\' button,
    the system will prompt you to add up to three e-mail addresses. Only
    one of the entered e-mail addresses can be the default.

![Default Split e-mail Address. This figure shows the Split E-Mail
Addresses option available at the top of the Contact Us data entry
screen. In this example, the Split E-mail Addresses based upon
geographic location? option is clicked \"Yes\". Below this question is a
box containing the E-Mail Address Assignments and also a box selecting
the default e-mail
address.](media/image141.jpeg){width="6.363636264216973in"
height="2.9166666666666665in"}

[]{#_Toc209932428 .anchor}Figure 4‑20: Default Split e-mail Address

-   To assign e-mail addresses by county or region, choose an e-mail
    address from your list.

-   Then click on the *Open Counties* (or Regions) button. You will see
    your area and a list of counties.

-   Click on the county, a checkmark will appear next to the county
    name.

-   Click on *Apply* to add that county to the e-mail address you are
    editing. To choose more than one area hold the control (Ctrl) key
    down as you make your selections.

-   Select the *Apply* button, an \* will appear next to the
    counties/regions that are assigned e-mail addresses.

-   Select another e-mail address from the pulldown and repeat
    assignment process. The system will not allow you to proceed from
    this module until all of the counties/regions are assigned.

![Assigned Counties for Contact Us Split e-mail. This figure shows 2
screens. The first screen on the left shows the Contact Us screen with 2
email addresses in the Email Adress assignments list. These email
addresses are contact\@nvhn.org and info\@nevadahealthnet.org. The
info\@nevadahealthnet.org has been selected as the default e-mail
address. Below the list of email addresses is a box called E-mail
Location Assignements. In this box, the contact\@nvhn.org e-mail address
is listed 3 times. Next to each address is an assigned Nevada County
name. The second screen in this figure is the call-out screen listing
all of the available counties that can be assigned to the
contact\@nvhn.org e-mail address. In the counties list, 2 counties
(Carson City and Churchill) have been selected and are highlighted in
green with a checkmark next to each. These counties can be applied to
the selected e-mail address by clicking the \"Apply\" button at the
bottom of the screen.](media/image142.jpeg){width="6.375in"
height="5.010416666666667in"}

[]{#_Toc209932429 .anchor}Figure 4‑21: Assigned Counties for Contact Us
Split e-mail

###  Feedback and Suggest a Resource public pages

There are two forms that the public can use to contact individual Go
Local sites: Send us Feedback and Suggest a Resource.

Send us Feedback -- used to receive general comments. The subject and
message are required fields.

![Send us Feedback online form. This figure shows the public display of
the Send Us Feedback form. The fill-in fields of this online form
include: Your Name, Your E-mail, Subject, and Message. The \"Send\"
button appears in blue at the bottom of the
form.](media/image143.jpeg){width="2.921943350831146in"
height="3.3125in"}

[]{#_Toc209932430 .anchor}Figure 4‑22: Send us Feedback online form

Suggest a Resource - data fields prompt users for specific contact
information about potential resources to be listed in Go Local. The
Resource name is required.

![Suggest a Resource online form. This figure shows the public display
Suggest a Resource online form. The fields of this form include: Your
Name, Your E-Mail, Subject, Resource Name, Website URL, Address 1,
Address 2, City, State, Zip Code, Phone Number, E-mail Address, and
Brief description of resource or other comments. The note at the end of
the form reads, \"Please provide us with at least one method of contact
for the resource you are suggesting so we can verify the information.\"
The Send button appears in blue at the bottom of the
form.](media/image144.jpeg){width="3.5208333333333335in"
height="3.009067147856518in"}

[]{#_Toc209932431 .anchor}Figure 4‑23: Suggest a Resource online form

Note: If the sender opts to not include his or her email address, the
default email address in the note you receive is
<nlmmedpladm@mail.nih.gov>. It may look like NLM has sent in this
suggestion, but it is actually from an anonymous user.

 Home Page
---------

### Add Announcement Link

This module allows local administrators to select the announcement links
to be displayed on the homepage. The announcement links include a link
to a Google Events Calendar and a Miscellaneous Link of each site's
choosing. The Miscellaneous announcement link will appear below the
current Featured Site section. The Google Events Calendar will appear on
the left side of the page listed below the Services and Health
Information links.

Choose Customize \> Homepage \> Add Announcement Link from the menu.

![Add Announcement Link menu. This figure shows the menu display to
select the Add Announcement feature. From the menu choose Customize then
Homepage, then Add Announcement Link.
](media/image145.jpeg){width="3.1041666666666665in"
height="3.4270833333333335in"}

[]{#_Toc209932432 .anchor}Figure 4‑24: Add Announcement Link menu

The Add Announcement Link input screen allows the local administrator to
select one or both links for submission to the homepage. By default,
both items are unchecked.

![Default Add Announcement Link input screen. This figure shows the
default Add Announcement Link inpute screen. This screen has 2
announement link options. One is the option to select and link the
Google Event Calendar. The other option is to select and link the
Miscellaneous Link. Listed below the Miscellaneous Link option are 2
fields that require data. These fields are the link Title and the link
URL.](media/image146.jpeg){width="4.375in" height="2.25in"}

[]{#_Toc209932433 .anchor}Figure 4‑25: Default Add Announcement Link
input screen

When the "Google Event Calendar" link is checked and submitted, the
system checks the Google API to make sure that the calendar exists. If
no calendar exists, an error message will display. In order for the
Google Event Calendar to be functional, the calendar must first be
created in Google and then added to the Go Local system via the Add
Google Event Calendar menu option.

### Google Events Calendar

The Google Calendar feature can be used as an events calendar for each
individual Go Local project. The Go Local system will link to your
Calendar via the Google Calendar ID. There are three steps to creating a
Calendar of Events for your Go Local Area.

1.  Create a Calendar in Google

2.  Link the Calendar ID number under Customize \> Homepage \> Add
    Google Event Calendar

3.  Turn on the Calendar link on your home page by going to Customize \>
    Homepage \> Add Announcement Link

When activated, the Google Events Calendar will appear on the left side
of the page listed below the Services and Health Information links.

![Calendar of Events Link on Homepage. This figure shows the public view
of the Arizona go Local homepage featuring the link to the Google Events
calendar. The hypertext link categories listed on the lefthand side of
the page include: Services by Location; Services by Providers,
Facilities, and Services; Services for Diseases and Health Issues; All
Services; Health Information, and Calendar of Events for Arizona Go
Local. The Calendar of Events for Arizona Go Local hypertext link is
circled in red for
emphasis.](media/image147.png){width="6.041666666666667in"
height="3.5498501749781277in"}

[]{#_Toc209932434 .anchor}Figure 4‑26: Calendar of Events Link on
Homepage

#### Creating the Calendar 

Each Go Local area that would like to use this feature must first create
a Google Calendar (at http://www.google.com/calendar). Help on preparing
a calendar is available from the Google Web site. You can access this
via the "Google Event Calendar Help" link available within the input
system at Homepage \> Add Google Event Calendar.

![Add Google Event Calendar Menu Item. This figure shows the menu
display to select the Add Google Event Calendar feature. From the menu
choose Customize then Homepage, then Add Google Event Calendar.
](media/image148.png){width="3.4375in" height="3.7291666666666665in"}

[]{#_Toc209932435 .anchor}Figure 4‑27: Add Google Event Calendar Menu
Item

![Google Event Calendar Help. This figure shows the Help link available
on the Add Google Event Calendar fill-in screen. This link title,
\"Google Event Calendar Help\" is located in the top righthand corner of
the fill-in screen. In the middle of the screen is a field to enter in
the Google Calendar ID. At the bottom of the page are 3 selection
buttons: Preview, Submit, and
Cancel.](media/image149.jpeg){width="5.125in"
height="2.3229166666666665in"}

[]{#_Toc209932436 .anchor}Figure 4‑28: Google Event Calendar Help

![Sample Google Event Calendar. This figure shows a sample Google Event
Calendar available on the Google webpage. This calendar is for the month
of November and has several activities assigned to dates in November.
These events are highlighted in pink on the calendar. On the lower
lefthand side of the screen is a box listing 2 available calendars that
have been created in this Google calendar account. The second calendar
titled, \"Calendar of Events for Go Local Nevada\" has been checked to
display.](media/image150.jpeg){width="5.0in"
height="2.9166666666666665in"}

[]{#_Toc209932437 .anchor}Figure 4‑29: Sample Google Event Calendar

**Note:** Google will automatically name your calendar using your
account name. You can change the name of your calendar or create
multiple calendars with different names and events.

Within Google Calendars, you must set certain sharing options so that
your event calendar can appear on the Go Local homepage:

-   Check to select your calendar

-   Click "Manage Calendars" to edit the calendar settings

![Manage calendars. This figure is a close-up of the My Calendars
listing available for this account in Google Calendar. In this example,
there are 2 calendars available to display. The first one is titled
\"Nancy Morell\". The second calendar is titled \"Calendar of Events for
Go Local Nevada\". The second calendar has a check mark next to it
indicating that this is the calendar chosen to display. At the bottom of
this list is the \"Manage Calendars\" hypertext link. This link has a
red arrow pointing to it for
emphasis.](media/image151.jpeg){width="1.6666666666666667in"
height="1.6666666666666667in"}

[]{#_Toc209932438 .anchor}Figure 4‑30: Manage calendars

-   Under the Calendars tab, click "Share this calendar" link to modify
    the share settings for your calendar.

![Calendar settings. This figure shows the calendar settings available
by clicking on the Manage Calendars hypertext link. In this example, two
calendars are listed. Next to each calendar name is a column indicating
whether or not the calendar is shared. For the calendar titled,
\"Calendar of Events for Go Local Nevada\", the \"Share this calendar\"
hypertext link is circled in red for
emphasis.](media/image152.jpeg){width="6.0in"
height="1.5833333333333333in"}

[]{#_Toc209932439 .anchor}Figure 4‑31: Calendar settings

-   Select "Share all information on this calendar with everyone"

-   Save the settings

![Google Event Calendar share. This figure shows the options available
when the \"Share this calendar\" hypertext link is clicked. There are 3
options available under \"Share this calendar\". Each option has a radio
button to select to choose that option. In this example, the second
option titled \"Share all informaton on this calendar with everyone\"
has been selected.](media/image153.jpeg){width="6.489583333333333in"
height="1.2916666666666667in"}

[]{#_Toc209932440 .anchor}Figure 4‑32: Google Event Calendar share

#### Google Calendar ID

In order for the Go Local system to link to your Google Event Calendar,
you will need to copy and paste the Google Calendar ID into the system.

To locate the Google Calendar ID:

-   Select Manage calendars

![Manage calendars. Manage calendars. This figure is a close-up of the
My Calendars listing available for this account in Google Calendar. In
this example, there are 2 calendars available to display. The first one
is titled \"Nancy Morell\". The second calendar is titled \"Calendar of
Events for Go Local Nevada\". The second calendar has a check mark next
to it indicating that this is the calendar chosen to display. At the
bottom of this list is the \"Manage Calendars\" hypertext link. This
link has a red arrow pointing to it for
emphasis.](media/image151.jpeg){width="1.6666666666666667in"
height="1.6666666666666667in"}

[]{#_Toc209932441 .anchor}Figure 4‑33: Manage calendars

-   Click on the title hypertext link for your calendar

![Calendar of Events view settings. This figure shows the hypertext link
available to view the settings of a calendar. The hypertext link for the
calendar titled, \"Calendar of Events for Go Local Nevada\" has been
circled in red for emphasis.](media/image154.jpeg){width="6.125in"
height="1.5625in"}

[]{#_Toc209932442 .anchor}Figure 4‑34: Calendar of Events view settings

-   Scroll down to the section containing Calendar Address. If you have
    multiple calendars, the Calendar ID for the first calendar will
    likely be your email login and the Calendar ID for additional
    calendars will be a longer identification code.

-   Highlight and copy the Calendar ID. Later you will paste this into
    the appropriate place in the Go Local Input system (see below).

![Google Calendar ID. This figure shows the location of the Calendar ID
within the Google calendar view settings feature. The Calendar Address
field contains the Calendar ID. In this example, the Calendar ID is
highlighted in gray and has a red arrow pointing to it for emphasis. The
calendar ID in this example is
45unv5153qcr88sffpoog4ffd0\@group.calendar.google.com](media/image155.jpeg){width="6.5in"
height="1.0833333333333333in"}

[]{#_Toc209932443 .anchor}Figure 4‑35: Google Calendar ID

#### Adding the Calendar Link to the Input System

Choose Customize \> Homepage \> Add Google Events Calendar from the
menu.

-   Type or paste the Google Calendar ID into the field:

![Google Calendar input screen. This figure shows the Add Google Event
Calendar input screen with the Google Calendar ID added into the field.
The Google Calendar ID field contains the following ID:
45unv5153qcr88sffpoog4ffd0\@group.calendar.google.com Listed below this
field are option buttons including \"Preview\", \"Submit\" and
\"Cancel\".](media/image156.jpeg){width="4.75in"
height="2.1041666666666665in"}

[]{#_Toc209932444 .anchor}Figure 4‑36: Google Calendar input screen

-   Click Preview to preview the site on the public homepage:

![Go Local Event Calendar preview. This figure shows a preview of the
Calendar of Events for Go Local Nevada as it would be displayed on the
public page. In this example, the month displayed is November and the
scheduled activities are highlighted in
blue.](media/image157.jpeg){width="3.875in"
height="2.6145833333333335in"}

[]{#_Toc209932445 .anchor}Figure 4‑37: Go Local Event Calendar preview

On the homepage, the calendar will be wrapped with the local area Go
Local header and footer. Other default controls include:

-   **Mode** = Month

-   **Month Height** = 5 events per day (set per height of calendar but
    does not prevent users from entering more than 5 events.)

-   **Title of Event Calendar Link =** "Calendar of Events for \<*Area
    Name\>* Go Local"

```{=html}
<!-- -->
```
-   Click Submit to submit the Calendar ID into the system

-   Click OK for notification message

![Google Calendar notification. This figure shows the Notification
message received once a Google Event calendar has been submited. The
notification message reads, \"The Google Calendar ID has been added. To
link the calendar to your Go Local homepage, go to Customize - Homepage
- Add Announcement Link.\" There is an \"OK\" button listed below the
notification message.](media/image158.jpeg){width="5.375in"
height="2.3958333333333335in"}

[]{#_Toc209932446 .anchor}Figure 4‑38: Google Calendar notification

#### Activate the Calendar Link on Your Go Local Homepage

After submitting the Calendar ID into the input system, you also need to
activate the link to the Calendar on your area's Homepage. Choose
Customize \> Homepage \> Add Announcement Link from the menu.

-   Check the box to add the Google Event Calendar

-   Click Submit (Note: if you choose to submit the calendar but no
    calendar has been created, you will receive an error message).

![Submit Google Event Calendar. This figure shows the Add Announcement
Link input screen with the Google Event Calendar option checked. Listed
at the bottom of the screen are the button options to \"Submit\" or
\"Cancel\".](media/image159.jpeg){width="3.0206758530183726in"
height="2.46875in"}

[]{#_Toc209932447 .anchor}Figure 4‑39: Submit Google Event Calendar

-   Click Yes to continue submission

-   Click OK for status confirmation

![Add Calendar Status Confirmation. This figure shows the status message
displayed when a Google Event Calendar has been submitted. The status
message reads, \"The update was successful\". Listed below this
statement is an \"OK\" button to be clicked. The general confirmation
message on the screen reads, Save this information? Google Event
Calendar Active \"Y\" (for yes), Miscellaneous Active \"N\" (for no),
the title and URL field are left blank because they are related directly
to the Miscellaneous Link which is not
active.](media/image160.jpeg){width="3.9835323709536308in"
height="3.1979166666666665in"}

[]{#_Toc209932448 .anchor}Figure 4‑40: Add Calendar Status Confirmation

The Local Administrators of live sites will need to promote the Homepage
in order for the Google Event Calendar link to appear on the public
page.

**Note:** You can update or modify your calendar in Google (add new
events, etc.) and the calendar visible from your homepage will
automatically be updated.

### Miscellaneous Announcement Link

Local Administrators may add an optional link that will appear below the
current Featured Site section. Choose Customize \> Homepage \> Add
Announcement from the menu

![Add Announcement Link menu. This figure shows the menu display to
select the Add Announcement feature. From the menu choose Customize then
Homepage, then Add Announcement Link.
](media/image161.png){width="2.96875in" height="3.2297386264216974in"}

[]{#_Toc209932449 .anchor}Figure 4‑41: Add Announcement Link Menu

You will see an option for:

-   a Miscellaneous Link of the area's choosing

-   a Link to a Google Events Calendar (see above for information on
    Events Calendar)

![Default Add Announcement Link input screen. This figure shows the
default Add Announcement Link inpute screen. This screen has 2
announement link options. One is the option to select and link the
Google Event Calendar. The other option is to select and link the
Miscellaneous Link. Listed below the Miscellaneous Link option are 2
fields that require data. These fields are the link Title and the link
URL.](media/image146.jpeg){width="4.114583333333333in"
height="2.1458333333333335in"}

[]{#_Toc209932450 .anchor}Figure 4‑42: Default Add Announcement Link
input screen

To add the additional "Miscellaneous Link":

-   Check the Miscellaneous Link box

-   Enter the name of the link in the Title box. This is the text that
    will be visible on the homepage.

-   Enter the URL.

-   Hit the Submit button.

![Add Announcement Link completed input screen. This figure shows the
Add Announcement Link input screen with the Miscellaneous Link option
checked. Listed below the Miscellanous Link option are fields for the
link title and URL. In this example, the title of the link is \"2007
First Lady\'s Conference on Women\'s Health Issues\". The URL for this
link is \"http://www.snahec.org/firstlady/index.php?module=\...\" Listed
at the bottom of the screen are option buttons to \"submit\" or
\"cancel\".](media/image162.jpeg){width="3.875in"
height="3.1354166666666665in"}

[]{#_Toc209932451 .anchor}Figure 4‑43: Add Announcement Link completed
input screen

-   View confirmation page and click "Yes" to continue

-   On status screen click "OK" to confirm

![Add Calendar Status Confirmation. This figure shows the status message
displayed when a Miscellaneous Link also known as an announcement link,
has been submitted. The status message reads, \"The update was
successful\". Listed below this statement is an \"OK\" button to be
clicked. The general confirmation message on the screen reads, Save this
information? Google Event Calendar Active \"N\" (for no), Miscellaneous
Active \"Y\" (for yes). The title of the Miscellaneous Link and its
associated URL are listed. At the bottom of the screen is the question
\"Are you sure you want to continue? The option buttons next to the
question are \"Yes\" and \"No\"](media/image163.jpeg){width="4.625in"
height="3.09375in"}

[]{#_Toc209932452 .anchor}Figure 4‑44: Add Announcement Link Status
Confirmation

The Local Administrators of live sites will need to promote the Homepage
in order for the Miscellaneous Announcement link to appear on the public
page.

Go to Customize \> Homepage \> Promote homepage.

![Promote Homepage Menu Item. This figure shows the menu display to
select the Promote Homepage feature. From the menu choose Customize then
Homepage, then Promote Homepage.
](media/image164.png){width="3.601948818897638in"
height="4.041666666666667in"}

[]{#_Toc209932453 .anchor}Figure 4‑45: Promote Homepage Menu Item

To preview before promoting, go to Customize \> Homepage \> View
Homepage.

The new link will appear under the Featured Site on the right side of
the homepage.

![Public Display Homepage with Miscellaneous Announcement Link. This
figure shows the public display homepage for Nevada. On the right side
of this page is a display for the Featured Site. Listed below the
featured site is a hypertext link to an announcement for the \"2007
First Lady\'s Conference on Women\'s Health Issues\". This hypertext
link is circled in red for
emphasis.](media/image165.png){width="5.364583333333333in"
height="2.9791666666666665in"}

[]{#_Toc209932454 .anchor}Figure 4‑46: Public Display Homepage with
Miscellaneous Announcement Link

### Edit Category Helper Text

The Category Helper Text is the text below each of the four choices on
the left side of the Go Local home page. To edit this text choose
Customize \> Homepage \> Edit Category Helper Texts from the menu.

![Edit Category Helper Texts Menu. This figure shows the menu display to
select the Edit Category Helper Texts feature. From the menu choose
Customize then Homepage, then Edit Category Helper
Texts.](media/image166.jpeg){width="3.302584208223972in"
height="3.625in"}

[]{#_Toc209932455 .anchor}**Figure** **4‑47: Edit Category Helper Texts
Menu**

You can edit the text by selecting one of the Categories: All Services;
Services by Location; Services by Providers, Facilities, and Services;
Services for Diseases and Health Issues. Click in the narrow column to
the left of category name and then select the \'*Edit*\' button.

 

![Edit Category Helper Texts Selection Screen. This figure shows the
selection screen which lists each of the available categories. In this
example, the last category titled, \"services for diseases and health
issues\" has been checked and is highlighted in
green.](media/image167.gif){width="4.625in" height="2.9375in"}

[]{#_Toc209932456 .anchor}Figure 4‑48: Edit Category Helper Texts
Selection Screen

Delete the default text and type in your own text to be displayed on the
homepage. Select the \'*Submit*\' button to save your changes.

 

![Edit Category Helper Text Input Screen. This figure shows the input
screen to add text or edit current text descriptions for ead category.
In this example, the Helper Text reads, \"A list of specific topics from
arthritis to weight loss and dieting that will guide you to services in
your area\". The associated Category for this text is the \"Services for
Diseases and Health Issues\" which appears in the field above the text
box. Listed below the text box is the \"Submit\"
button.](media/image168.gif){width="4.75in" height="3.1875in"}

[]{#_Toc209932457 .anchor}Figure 4‑49: Edit Category Helper Text Input
Screen

### Featured Site - (Required)

The featured site will appear on the right side of the homepage. You can
change the featured site as often as you like. Display options include
text only, text and image, and image only. Images must first be uploaded
via the Image Module. From the menu choose Customize \> Homepage \> Edit
Featured Sites.

![Edit Featured Sites Menu. This figure shows the menu display to select
the Edit Featured Sites options. From the menu choose Customize then
Homepage, then Edit Featured Sites. Two options are available from the
Edit Featured Sites selection. They are Add Featured Site and List
Featured Sites. ](media/image39.jpeg){width="3.4166666666666665in"
height="3.5833333333333335in"}

[]{#_Toc209932458 .anchor}Figure 4‑50: Edit Featured Sites Menu

 

#### Add Feature Site

From the menu choose Customize \> Homepage \> Edit Featured Sites \> Add
Featured Site. To add a featured site, first choose format. Select
\'Same Window\' if you want the featured site to open in the same
window, or select \'New Window\' if you want the feature site to open in
a new window (recommended). Note that the featured site form can support
HTML in the "Text before the Title" and "Text after the Title" fields.
If you would like to expand a featured site to include multiple links,
you can include the coding for the additional linked text within the
"text before the title" or the "text after the title" fields, as
appropriate.

###### Text Only

1.  Add text in the appropriate boxes depending on where you want it to
    display (before, after, or both). The Text to be Linked and Title
    and Featured Site URL are required fields. The URL most include
    http:// and .domain.

2.  Click the \'Preview\' button to view how the featured site will
    display on the home page.

3.  Select submit, then \'Save\' to add to the Featured Site List. You
    must submit for featured site from list for it to appear on the
    homepage.

![Default Add Featured Site Screen. This figure shows the default Add
Featured Site fill-in screen. In this example, the \"Text Only\" and
\"Same Window\" options are selected. The remaining fields are blank but
will need to be filled-in in order for the site to be added. Required
fields include Text to be Linked as Title and Featured Site URL. At the
bottom of the screen are option buttons \"Preview\", \"Submit\" and
\"Cancel\".](media/image169.jpeg){width="4.25in"
height="3.8645833333333335in"}

[]{#_Toc209932459 .anchor}Figure 4‑51: Default Add Featured Site Screen

###### Text and Image

1.  Repeat **step 1** for the **Text Only** option.

2.  Choose to display graphic (image) either above or below the text.

3.  If you would like the image to link to the featured site select the
    \'*Yes*\' button.

4.  Select image to display from the *Image File Name* pulldown menu.
    Maximum image size for featured site display is 150 pixels x 150
    pixels. Note: Images must be uploaded to system via the Image
    Management module.

5.  Add descriptive text for image alt tag (required).

6.  Click the \'*Preview*\' button to view how the featured site will
    display on the home page.

7.  Select *Submit*, then \'*Save*\' to add to the Featured Site List.
    You must submit for featured site from list for it to appear on the
    homepage.

###### Image Only

The image is a hyperlink to the featured site. Repeat steps 4-7 for the
Text and Image option to create an Image Only featured site display on
the homepage.

### List Featured Sites

From the menu choose Customize \> Homepage \> Edit Featured Sites \>
List Featured Sites.

List Featured Site displays the features that you have created. You can
retain featured sites for future use. For example: you may want to
spotlight a flu shot clinic that is run annually, or awareness week for
a specific disease or condition.

-   You can edit, view, and delete feature sites by selecting the site
    from the list then selecting the appropriate button below the list.

-   In the Current Pick column a \'*Yes*\' is displayed next to the
    featured site that is currently on the homepage.

-   To change the homepage display:

    -   Click in the narrow column to the left of the feature site name.
        The column displays a check mark.

    -   Select the \'*Submit for Featured Site*\' button

    -   Click \'*Yes*\' after reviewing the confirmation screen

    -   The system will take you back to the List Featured Site screen
        with your new selection listed as the current pick.

![List Featured Sites. This figure shows the list of featured sites that
are available for the homepage for this specific Go Local area. The list
includes featured sites that have been used in the past, sites that can
be used in the future, and one featured site that is the current pick.
The featured sites are listed on this screen in alphabetical order by
site title. Next to each site title is the site URL and the appearance
date of this featured site. The Current Pick has a Yes next to the site
URL in the Current Pick column. Listed at the bottom of the screen are
the option buttons for \"Edit\", \"View\", \"Delete\" and \"Submit for
Featured Site\".](media/image170.jpeg){width="5.125in"
height="3.4270833333333335in"}

[]{#_Toc209932460 .anchor}Figure 4‑52: List Featured Sites

### Promoting changes

Customization changes can be made at any account level (selector,
reviewer, site administrator); however, once a site has been released by
NLM all changes must be promoted by the site administrator. Prior to
release all changes made by any account level will take effect
immediately. From the menu choose Customize \> Homepage \> Promote
Homepage.

![This figure shows the menu display to select the Promote Homepage
feature. From the menu choose Customize then Homepage, then Promote
Homepage.](media/image171.jpeg){width="3.2291666666666665in"
height="3.5979571303587052in"}

[]{#_Toc209932461 .anchor}Figure 4‑53: Promote Homepage Menu

**Note:** There is no \'View\' function from the promotion screen.
Therefore, you will first need to view changes in the Preview module or
through the menu by choosing Customize \> Homepage \> View Homepage.

![View Homepage Menu. This figure shows the menu display to select the
View Homepage feature. From the menu choose Customize then Homepage,
then View Homepage. ](media/image172.jpeg){width="3.90625in"
height="1.2928488626421697in"}

[]{#_Toc209932462 .anchor}Figure 4‑54: View Homepage Menu

###  Promotion Notification

#### Changes made by selectors and reviewers

The system notifies site administrators of submitted changes via a
homepage message after logging into the input system.

-   Message reads: The following changes have not been promoted

-   The customization module that was changed will be displayed as a red
    hyperlink.

-   Click on the red link to promote changes to production.

![Sample Promote Message. This figure shows a sample message that a site
administrator may receive after logging into the system. This message
indicates that changes have been made but will not be finalized until
the changes have been promoted by the site administrator. In this
example changes have been made to the Contact Us and Homepage features.
](media/image173.jpeg){width="4.145833333333333in"
height="0.8854166666666666in"}

[]{#_Toc209932463 .anchor}Figure 4‑55: Sample Promote Message

#### Changes made by the site administrator

Site administrators may promote changes immediately after submitting to
production.

-   After you submit changes in the customization module, the
    \'Promote\' link becomes live in the customization module pull-down
    menu.

-   Click the promote link from the customization module to promote
    changes.

 {#section-7 .list-paragraph}

Reports *(Updated October 21, 2008)*
====================================

Link Checker Report
-------------------

The broken link report is accessible from the main menu Admin \> Reports
\> Link Checker. The report is run weekly on Sunday and is available to
all account privilege levels.  The link checker only checks the site
URLs for approved, displaying records. It does not check approved
records marked with a Display Status of "No," and it does not look at
the site URLs associated with pending or incomplete records.

 

![Link Checker Report Menu. This figure shows the menu display to select
the Link Checker Report feature. From the menu choose Admin then Reports
then Link Checker Report.
](media/image174.jpeg){width="2.9166666666666665in"
height="2.1770833333333335in"}

[]{#_Toc209932464 .anchor}Figure 5‑1: Link Checker Report Menu

The report consists of the site name, URL, and server error code of the
reported broken link. The URL is \'clickable\' so you can verify that
the link is actually broken. (Sometimes errors are reported in
functioning links.)

![Link Checker Report Screen. This figure shows the Link Checker Report
screen. This screen includes 3 tabs: Broken Links, Problem Links, Link
Returned Message. In this example, the default is showing the Broken
Links list. There are 6 broken links. Each list includes the Site Name,
site URL, error code, and a column to Verify the
URL.](media/image175.jpeg){width="5.875in"
height="3.9166666666666665in"}

[]{#_Toc209932465 .anchor}Figure 5‑2: Link Checker Report Screen

The Link Checker Report is divided into three categories; these
categories are based on the error code returned by the Link Checker:

-   **Broken Links**: URLs listed under this tab are most likely broken
    and need immediate attention.

-   **Problem Links**:  URLs listed under this tab could be broken or
    the session timed out due to slow page loading or other reasons.
     This queue should be monitored periodically.

-   **Link Returned Message**: The Link Checker is reporting an
    abnormality with the URL, most likely not broken.  This queue should
    be checked occasionally.

### Corrective Actions

There are many corrective actions that can be taken to resolve a link
problem. First select the link by clicking to the left the site name. A
checkmark should appear in the left column.

-   **Turn Off URL**: This will remove the URL from the public display,
    though it still remains in the database record. This is useful when
    it may be a temporary problem or a Web site is reorganizing.

-   **Delete URL**: This will delete the URL from the record and public
    site.

-   **Edit URL**: Type the correct URL into the New URL text box.  You
    can verify the URL by selecting the Verify New URL link.  Click the
    Submit button to update the record and public site.

-   **Edit Record**: This links to the edit screen, allowing you to edit
    any data in that record.

-   **View**: View all data in the record.

-   **Submit Verified URL**: You can remove functioning links that are
    reported as broken. Select the checkbox in the Verified URL column.
    Click on the Submit Verified URL button to remove the entry from the
    report display.

Note: The Link Checker reports the error messages from the sites being
crawled. It is possible that some sites will return error messages even
though the URLs are correct. If you see a pattern with a URL or a series
of URLs appearing in the report but you are confident they are correct,
you may opt to skip over these during your weekly checks. If you do
this, you would still want to check on them monthly to make sure they
continue to work.

 ![Link Checker Report Corrective Action Options. This figure shows the
Link Checker Report screen with one of the broken links highlighted in
green and a check mark next to the site name. At the bottom of the
screen the option buttons are circled in red for emphasis. The option
buttons include: Turn Off URL, Delete URL, Edit URL, Edit Record, View,
and Submit Verified
URL.](media/image176.jpeg){width="4.307292213473316in"
height="2.8715277777777777in"}

[]{#_Toc209932466 .anchor}Figure 5‑3: Link Checker Report Corrective
Action Options

###### E-mail notification 

Automatic e-mail notification is available when a new Broken Link report
is generated weekly. Select Yes for Link Checker Report? in the
individual user account profile accessed from the main menu Admin \>
Accounts \> List Users or Add User

![Link Checker Report E-mail Notification Set-up. This figure shows how
the Link Checker Report is added to a user account. This example shows
the Add User screen with the Receive Link Checker Report? circled in red
for emphasis. For a user to automatically receive the Link Checker
Report via e-mail, this question must have the Yes radio button
selected.](media/image177.jpeg){width="5.625in"
height="3.6979166666666665in"}

[]{#_Toc209932467 .anchor}Figure 5‑4: Link Checker Report E-mail
Notification Set-up

Web Stat Report
---------------

Monthly web stats are available from the main menu: Admin \> Report \>
Web Stat. All permission levels can access this report.  Web stats are
run at the end of each month and are available in the input system at
the start of the following month, usually after three working days.
Reports are available for one year. Report formats include PDF (Adobe
Portable Document Format) and CSV (Comma Separated Values) both types
can be downloaded to a local personal computer. Go Local statistics
include: unique visitors, average visits per day, page views, average
page views per day, referring sites, tops pages, and more.

![Web Stat Menu. This figure shows the menu display to select the Web
Stat Report feature. From the menu choose Admin then Reports then Web
Stat. ](media/image178.jpeg){width="2.5in"
height="1.8020833333333333in"}

[]{#_Toc209932468 .anchor}Figure 5‑5: Web Stat Menu

The Report Viewer opens in a new window.

![Web Stat Report Viewer. This figure shows the Web Stat Report Viewer
screen. On the left-hand side of this screen is a list of ALL web
reports. These web reports are named by date and have the file
extensions PDF and CSV. Below the list of reports are the button options
to \"Get Report\" and \"Print Report\". The middle of the screen is left
blank in order to load a selected report.
](media/image179.jpeg){width="6.125in" height="2.9895833333333335in"}

[]{#_Toc209932469 .anchor}Figure 5‑6: Web Stat Report Viewer

Use the Select File Filter to narrow your selection by file format (PDF
or CSV). The \*ALL display will show both the PDF and CSV files.

![Select File Filter. This figure shows how to use the Select File
Filter to filter the web stat reports by file format; either PDF or
CSV.](media/image180.gif){width="1.75in" height="1.34375in"}

[]{#_Toc209932470 .anchor}Figure 5‑7: Select File Filter

Display a PDF or CSV report by clicking on a report in the list. The
report you selected will be highlighted in green. Click the Get Report
button to load and display the report:

![Get Report View. This figure shows a PDF report that has been loaded
after selecting a report and clicking the \"Get Report\" button. The
selected report is highlighted in green in the list of available
reports. The report has loaded and is displayed in the middle of the
screen in PDF format. This example report is from
INHealthConnect.](media/image181.jpeg){width="4.333333333333333in"
height="2.4583333333333335in"}

[]{#_Toc209932471 .anchor}Figure 5‑8: Get Report View

**Note:** You must click Get Report before selecting Print Report.

**\
**

To download a CSV file click the Save button when the File Download
prompt box appears, otherwise select the Open button to view the report:

![Web Stat Report in CSV Selection. This figure shows the file download
message received when a CSV report is selected to view or open. In this
example, the selected report from the list is highlighted in green. The
File Download box is displayed and the question in the box reads, \"Do
you want to open or save this file?\" The \"Open\" button optioin is
circled in red for
emphasis.](media/image182.jpeg){width="6.489583333333333in"
height="3.7395833333333335in"}

[]{#_Toc209932472 .anchor}Figure 5‑9: Web Stat Report in CSV Selection

The CSV file format opens inside of the Go Local viewing window and
displays as a spreadsheet.

![Web Stat Report in CSV File Format. This figure shows a Web Stat
report in CSV format. The report has opened within the Report Viewer
window and is visible in the middle of the screen. The CSV report is
displayed in a spreadsheet format. The selected report file is
highlighted in green in the list of
reports.](media/image183.jpeg){width="4.875in"
height="3.7291666666666665in"}

[]{#_Toc209932473 .anchor}Figure 5‑10: Web Stat Report in CSV File
Format

Data Import/Batch Update/Export Profile *(Updated October 22, 2008)*
====================================================================

Data Import
-----------

The site administrator for each Go Local area can upload local records
to the Go Local Input system. The records will be imported with the
\"Incomplete Record\" status. Once the records are in the Go Local input
system, selectors and reviewers can complete the records.

 

### Technical: 

You must have Macromedia Flash 8 for the data import module.  You can
download Flash 8 from:

<http://www.macromedia.com/shockwave/download/download.cgi?P1_Prod_Version=ShockwaveFlash>\
 

### Format: 

Use CSV (Comma Separated Value) format to import your data.

The CSV file does not require that all 15 data fields be present or that
they be listed in a specific order for data upload. The file can contain
any number of standard fields in any order:

[]{#_Toc210118987 .anchor}Table 5: Site Record Data Fields

  **Field Name**       **Field Size**                              **Description**                                                                                                                                      **Data required in field?**
  -------------------- ------------------------------------------- ---------------------------------------------------------------------------------------------------------------------------------------------------- -----------------------------
  Site Name            255                                         The name of the resource, e.g., Maryland Department of Health, Shriner\'s Hospital of Boston                                                         Y
  Site URL             1100                                        The web address of the resource. The URL must begin with http:// or https://                                                                         N
  Address 1            200                                         First line of street address. Elements might include number and street, building, box number, suite, etc.                                            N
  Address 2            200                                         Second line of street address, if required.                                                                                                          N
  City                 100                                         City                                                                                                                                                 N
  State                2                                           State. Must be the two letters state abbreviation code (e.g. MD).                                                                                    N
  Zip Code             5                                           Zip code. Must be a five digits code.                                                                                                                N
  Zip Code Extension   4                                           Must be a four digits code, if extension exists.                                                                                                     N
  Phone Numbers        200                                         Telephone number(s) of resource. This is a free format field. Multiple phone numbers are acceptable (e.g. (703) 222-2222 (301) 456-7893 ext 1234).   N
  E-mail               50                                          E-mail address                                                                                                                                       N
  Site Description     2000                                        Description of site. May include lists of services, special features, etc.                                                                           N
  Languages            4000 (100 for an individual language)       Use the \"forced line feed\" delimiter ( \[alt\]-\[Enter\] ) to separate multiple languages.                                                         N
  Organization Names   4000 (200 for an individual organization)   Use the \"forced line feed\" delimiter ( \[alt\]-\[Enter\] ) to separate the multiple organization names.                                            N
  Comments             4000                                        Any comments about this record.                                                                                                                      N
  Local ID             15                                          Free text field for internal use.                                                                                                                    N

![Sample CSV data displayed in a spreadsheet. This figure shows sample
data to be imported from a spreadsheet. In this example, the data
includes records for the Wyoming Go Local site. Data fields include:
Site Name, Site URL, Address 1, Address2, City, State, Zip Code, Zip
Code Extension, Phone Numbers, E-mail, Organization Names, and
Comments.](media/image184.jpeg){width="6.25in" height="3.625in"}

[]{#_Toc209932474 .anchor}Figure 6‑1: Sample CSV data displayed in
spreadsheet

#### Duplicate Records

The minimum required field is site name; however, there must be data in
each record that makes it unique. The system automatically checks for
duplicate records upon data import. The Site Name, Address1, and URL
fields of each imported record are automatically checked against
existing records in the database. If there is an exact match on these
three fields (including if the same fields is blank in both the existing
and imported record), then the imported record will be deemed a
duplicate and will be rejected.

### System Provided Data:

In addition to the data you provide, the system will automatically
provide:

-   **area\_id** : Your area\_id will be assigned automatically.

-   **created\_date** : The current system date will be used as the
    created\_date.

-   **created\_by** : The Login Name of the person performing the data
    import will be used.

-   **record\_status** : Records will be assigned \"Incomplete\" status.

-   **audit\_date** : An audit date reflecting the date of import will
    be assigned when you select import type \"Upload existing records
    with Audit Timestamp\" on the data import page.

### Accessing the Data Import Feature 

You can access the data import module by choosing Admin \> Data Import
from the menu. Only the local administrators have access to this module.

![Data Import Menu. This figure shows the menu display for the Data
Import features. From the menu choose Admin then Data Import. The Data
Import option is sub-divided into to additional menu features. They are
Import and Error Reports.
](media/image45.jpeg){width="2.4583333333333335in"
height="1.8958333333333333in"}

[]{#_Toc209932475 .anchor}Figure 6‑2: Data Import Menu

The Data Import menu feature is divided into two additional features:

-   **Import**: This will bring up the data import module.

```{=html}
<!-- -->
```
-   **Error Reports**: This will bring up the error reports.

### Data Import Module: 

From the menu choose Admin \> Data Import \> Import. Use this form to
browse to and upload your CSV file.

 

![Data Import Screen. This figure shows the Data Import screen. This
screen contains the Select Import Type field and the Select File to
Import field.](media/image185.jpeg){width="5.458333333333333in"
height="2.3956014873140856in"}

[]{#_Toc209932476 .anchor}Figure 6‑3: Data Import Screen

1)  Click on Format Help to get assistance on the CSV file format.

2)  To select a data file to upload, click on the \"Browse\" button

3)  Select a file from the browse window.

    a.  Note: if the browse window doesn\'t open, please refer to the
        Troubleshooting section in this manual.

4)  Click on the file name to enter it in the \"Select File to Import\"
    box .

    a.  The system will only accept .csv files.

    b.  If you need to deselect the file name, click on the \"Clear\"
        button.

5)  Select Import Type from the pulldown menu

    a.  New Records: These records will be assigned a Site Record ID

    b.  Update Existing Records with Audit Timestamp: A modification to
        existing records will also get an Audit Date Timestamp
        (reflecting the date of import)

    c.  Update Existing Records without Audit Timestamp: A modification
        to existing records will not get an Audit Date Timestamp

![Data Import Select Import Type. This figure shows the Select Import
Type feature on the Data Import screen. The drop-down list of type
options is shown in this example, and a red arrow is pointing to the
drop-down list for emphasis. The list of import types includes: New
Records, Update Existing Records with Audit Timestamp, and Update
Existing Records without Audit
Timestamp.](media/image186.jpeg){width="4.885416666666667in"
height="2.122830271216098in"}

[]{#_Toc209932477 .anchor}Figure 6‑4: Data Import Select Import Type

For more information on updating records, see the Batch Update of
Modified Data section at the end of this document.

6)  When you click \"Submit\" the selected file will start to upload.
    The status of the upload displays on the bottom of this page.

    a.  The following are the possible messages you may see during
        uploading:

        i.  Uploading data file to server

        ii. Validating data file format

        iii. Loading records

![Data Import CSV Load Message. This figure shows the data loading
message that is displayed when a CSV data file is submitted for import.
In this example, the message reads, \"Uploading data
file\...\".](media/image187.jpeg){width="3.53125in"
height="1.8375787401574804in"}

[]{#_Toc209932478 .anchor}Figure 6‑5: Data Import CSV Load Message

######  Error Handling

Before your file can be loaded into the Go Local database, the system
will validate its entire file format. If there is a problem with the
file format, the entire file will be rejected. The possible error
statuses are:

-   If the system cannot upload the selected file due to a server
    problem you will see an error status message.

![Error Status Message. This figure shows an example Error Status
message that can be displayed when the system encounters an error in
uploading CSV data. This message reads, \"Unable to upload the selected
data file - we are experiencing some server problems at this time. If
problems persist, please inform your system administrator. Below this
message is the \"OK\" option
button.](media/image188.jpeg){width="5.125in"
height="3.2083333333333335in"}

[]{#_Toc209932479 .anchor}Figure 6‑6: Error Status Message

-   Click on the \"OK\" button to return to the Data Import module.
    Please contact NLM to report this problem.

```{=html}
<!-- -->
```
-   Once the selected file is uploaded, the data import process will
    validate the format of the selected file. If the format is invalid,
    you will see a status report message.

-   Click on the \"OK\" button to return to the Data Import module.

######  Completion of the Data Import process

 

There are two possible outcomes when the data import process is
complete:

-   **Successful import of complete data** - the Status Report indicates
    successful importation of records. Select \"Yes\" to return to the
    select file to import screen or \"No\" to return to the homepage.

![Successful Import of Complete Data. This figure shows the Status
Report message for a successful upload of data. In this example, the
message reads, \"9 Records imported
successfully.\"](media/image189.jpeg){width="4.375in"
height="3.4583333333333335in"}

[]{#_Toc209932480 .anchor}Figure 6‑7: Successful Import of Complete Data

-   **Partial import of data** - types of data errors include: missing
    required field (Site Name), duplicate records, and exceed size
    limit.

![Status Report for Partial Import of Data. This figure shows the Status
Report summarizing the import process of importing a specific CSV file.
In this example, the message reads, \"Import process summary: 1459
records imported successfully and 64 records were unable to load due to
data error. All rejected records are saved under the following file:
2006\_01\_06\_125829\_error\_maryland\_go.csv. You can click the
download button to obtain this file or visit the Admin\>Data
Import\>Error Reports option for downloading
later.\"](media/image190.jpeg){width="5.375in" height="3.40625in"}

[]{#_Toc209932481 .anchor}Figure 6‑8: Status Report for Partial Import
of Data

The system automatically creates an error file containing rejected
records. The format for this error file is almost identical to the
original imported data file, except that it contains an extra field
called \"error status.\" The file name for an error file is
\"yyyymmddhhmm\_error\_filename.csv\"

 

The file name derives from:

-   yyyy is the year,

-   mm is the month,

-   dd is the day,

-   hhmm is hour and minute in 24-hour time, and

-   filename.csv is the original imported file name.  

 

Download the error file from this page, or from the input system using
Admin \> Data Import \> Error Reports.

-   Click on the \"Download\" button to save the file.

 

![Download Error Report file. This figure shows the path structure to
save a downloaded Error Report.](media/image191.jpeg){width="5.375in"
height="3.8333333333333335in"}

[]{#_Toc209932482 .anchor}Figure 6‑9: Download Error Report

 

The report will be saved in Error Reports. You can access the report
directly from the link displayed on this screen or via the input system
menu Admin \> Data Import \> Error Reports.

 

 

Error Reports Module 
--------------------

This module provides access to data rejected in the import process. The
error reports are in CSV format and can be downloaded directly from the
error report list and resubmitted after the data has been corrected.
From the menu choose Admin \> Data Import \> Error Reports

![Error Reports Menu. This figure shows the menu path to select the
Error Reports feature. From the menu choose Admin then Data Import then
Error Reports.](media/image192.jpeg){width="2.5208333333333335in"
height="1.875in"}

[]{#_Toc209932483 .anchor}Figure 6‑10: Error Reports Menu

Data Import Error Reports are automatically created by the system when
an error occurs during data import. In this example, there are 3 reports
listed. Each report includes an Import Timestamp, a File Name, and the
name of the user who imported the data when the report was created. From
the list of available Data Import Error Reports, click on a report to
select it. Then choose to View, Delete or Download the file.

![List of Data Import Error Reports. This figure shows the list of
available Data Import Error Reports that were automatically created by
the system when an error occurred during data import. In this example,
there are 3 reports listed. Each report includes an Import Timestamp, a
File Name, and the name of the user who imported the data when the
report was created.](media/image193.jpeg){width="5.25in"
height="3.46875in"}

[]{#_Toc209932484 .anchor}Figure 6‑11: List of Data Import Error Reports

Batch Update of Modified Data
-----------------------------

Local administrators will be able to update their existing records with
or without the audit timestamp through the data import module. To do
this, you must prepare a CSV file for importing. We recommend this be
done in Excel. For details on using other editors such as WordPad or
Notepad, see below.  

### Creating the CSV File 

The CSV file for data import must include the Site ID as well as the
field(s) containing data that you want to modify.

 

In addition to the 15 standard data fields (as stated on the first page
of this document), the CSV file for the update data import may also
include the following 3 data fields (with Site ID being required):

[]{#_Toc210118988 .anchor}Table 6: Update Data Import Site Record Fields

  **Field Name**           **Field Size**                                       **Description**                                                                            **Data required in field?**
  ------------------------ ---------------------------------------------------- ------------------------------------------------------------------------------------------ -----------------------------
  Site ID                  38                                                   The record ID generated by the go local system.                                            Y
  Display                  1                                                    The display status. The values will be Y or N.                                             N
  Reasons Not To Display   4000 (100 for an individual reason not to display)   One or more reasons not to display. These reasons have to come from the go local system.   N

To tell the system to make a change, the CSV file must contain the Site
ID field plus any one of these 16 data fields that have a change to the
data. For example:

[]{#_Toc210118989 .anchor}Table 7: Update Action Site Record Fields

  ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
  **Update Action**                                                     **Entry on CSV File**                  **Note**
  --------------------------------------------------------------------- -------------------------------------- --------------------------------------------------------------------------
  Modify a site name                                                    Site ID, Site Name\                    The site name will be updated to \"National Library of Medicine\".
                                                                        000001, National Library of Medicine   

  To remove an e-mail address                                           Site ID, E-mail\                       By using a blank space in the field, the e-mail address will be removed.
                                                                        000001,                                

  To add the organization name FDA to a current list of organizations   Site ID, Organization Names,\          The complete list of organization names need to be provided.
                                                                        000001, \"NLM\                         
                                                                        NIH\                                   
                                                                        FDA\"                                  
  ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

![Sample CSV File Created in EXCEL. This figure is an example of a CSV
file created in the EXCEL software program. This example shows a
spreadsheet with the column headings \"Site ID\", \"Address 1\",
\"City\", and \"E-mail\". ](media/image194.jpeg){width="5.625in"
height="1.7916666666666667in"}

[]{#_Toc209932485 .anchor}Figure 6‑12: Sample CSV File Created in EXCEL

 

In this example, the record with Site ID 37496 will have its Address 1
changed to \"303 Test AVE,\" the city changed to \"TEST\" and the email
address changed to \"test\@test.com\". The record with Site ID 46622 is
having its Address 1 changed to \"408 Test DR SW,\" the city changed to
TEST and the email address is going to be changed to an empty field.

 

Whatever is on the spreadsheet will overwrite the corresponding fields
in the database. If you prefer to use a CSV file that contains all of
the fields for a record, but only reflects changes in a select number of
fields, it will still work to run the update.

 

**Note**: If you create your CSV file from a file that you exported out
of Go Local, you will need to delete the search strategy criteria
information provided at the top of the file.

 

![CSV File Exported from Go Local. In this figure, an example CSV
spreadsheet file is shown.](media/image195.jpeg){width="5.875in"
height="3.03125in"}

[]{#_Toc209932486 .anchor}Figure 6‑13: CSV File Exported from Go Local

The above example shows the data that was exported from Go Local. The
search criteria information is included at the top of the file. If you
are using this type of file, you need to delete the rows containing the
search criteria before making your modifications and before importing
the modified data back into Go Local. In this example, you would want to
delete rows 2 through 40 before making changes to the data.

After you delete the rows, the spreadsheet will look like this:

![Modified Spreadsheet Data. This figure shows the results of
spreadsheet data that has been modified. In this example, the Rows 2 -
40 (those rows containing the search criteria information) from the
original spreadsheet data have been deleted. The data that remains
includes the column headings and 2 rows of site record data such as Site
ID, Site Name, Site URL, Address 1, Address 2, City, State, Zip Code,
Phone Number, E-mail, Site Description, Organization, and
Comments.](media/image196.jpeg){width="6.520833333333333in"
height="0.5628094925634296in"}

[]{#_Toc209932487 .anchor}Figure 6‑14: Modified Spreadsheet Data

 

You can change those fields that need to be modified and import it back
into the system.

### Importing Modified Data

To import the modified data, choose Admin \> Data Import \> Import from
the menu.

 

You will be asked to select if you want to update the audit timestamp
for the records being modified.

 ![Data Import Select Import Type. This figure shows the Select Import
Type feature on the Data Import screen. The drop-down list of type
options is shown in this example, and a red arrow is pointing to the
drop-down list for emphasis. The list of import types includes: New
Records, Update Existing Records with Audit Timestamp, and Update
Existing Records without Audit
Timestamp.](media/image186.jpeg){width="5.25in" height="2.28125in"}

[]{#_Toc209932488 .anchor}Figure 6‑15: Data Import Select Import Type

By selecting \"Update Existing Records with Audit Timestamp,\" you are
telling the system to make the modifications you specify and to also
change the audit timestamp for those records to reflect the date of the
update.

By selecting \"Update Existing Records without Audit Timestamp,\" the
system will not alter the existing audit timestamp for the batch of
records that are updated. The only changes made will be the ones that
you specify.

 Troubleshooting
---------------

If after selecting a data file to upload you are not prompted to open or
save a document, and instead you remain at the data import screen, try
the following: from the menu at the top of your browser window select
Tools \> Internet Options.

![Browser Menu for Internet Options. This figure shows the menu display
for editing Internet Options in an Internet Browser. This example is
from Internet Explorer 6.0. From the menu click on Tools then Internet
Options.](media/image197.jpeg){width="2.8020833333333335in"
height="1.6354166666666667in"}

[]{#_Toc209932489 .anchor}Figure 6‑16: Browser Menu for Internet Options

Select the Security Tab. Click on the Trusted Sites icon and then click
on the \"Sites\" button

![Resetting Internet Options. This figure shows the Internet Options
screens that need to be reset in order for the data to import into the
system. In this example, the Security Tab of the Internet Options
feature has been selected. The Trusted Sites green circle and checkmark
option has been selected and the Sites button has been clicked. A
callout screen appears next to the Security screen. This callout screen
contains information on Trusted Sites. In the "Add this Web site to the
zone:" input box, the following URL has been typed:
http://wwwcf.nlm.nih.gov. The Sites button on the Security screen and
the Add button on the Trusted Sites screen are circled in red for
emphasis.](media/image198.jpeg){width="5.875in"
height="3.4479166666666665in"}

[]{#_Toc209932490 .anchor}Figure 6‑17: Resetting Internet Options

-   A new window titled \"Trusted sites\" will open.

-   Deselect the check box near the bottom of the window that states
    \"Require server verification (https:) for all sites in this zone.\"

-   Copy and paste the input system URL http://wwwcf.nlm.nih.gov into
    the \'Add this Web site to the zone\' text box. Click the \"Add\"
    button.

-   Click \"OK\" Rerun the search and attempt to import the files again.

Loading Data created with an editor
-----------------------------------

If you created the data with an editor (WordPad, Notepad) the following
rules apply. If you generated the CSV file with Excel or Access, the
software will automatically convert the data appropriately.

  

1)  Fields must be separated with commas.\
     

2)  The program ignores leading and trailing space-characters adjacent
    to comma field separators.

[]{#_Toc210118990 .anchor}Table 8: Sample CSV data with single comma
delimeters

  **Original data**                     **Data entered in the CSV**                   **Data display**
  ------------------------------------- --------------------------------------------- ----------------------------------
  **National Library of Medicine   **   **,    National Library of Medicine    , **   **National Library of Medicine**

3)  Fields with embedded commas must be delimited with double-quote
    characters.

[]{#_Toc210118991 .anchor}Table 9: Sample CSV data with embedded commas
and double quotation marks

  **Original data**                           **Data entered in the CSV**                        **Data display**
  ------------------------------------------- -------------------------------------------------- -------------------------------------------
  **12 Rockville Pike, Rockville Maryland**   **, \"12 Rockville Pike, Rockville Maryland\",**   **12 Rockville Pike, Rockville Maryland**

4)  Fields that contain double quote characters must be surrounded by
    double-quotes, and the embedded double quotes must each be
    represented by a pair of consecutive double quotes.

[]{#_Toc210118992 .anchor}Table 10: Sample CSV data with embedded double
quotation marks

  **Original data**                    **Data entered in the CSV**                **Data display**
  ------------------------------------ ------------------------------------------ ------------------------------------
  **Services \"free\" to residents**   **,\"Services \'free\' to residents\",**   **Services \"free\" to residents**

5)  Site Description(s), Comments and Organization Name(s) fields that
    contain embedded line-breaks must be surrounded by double-quotes.
     All other embedded line-breaks will be automatically replaced by
    the input system.\
     

[]{#_Toc210118993 .anchor}Table 11: Sample CSV data with embedded line
breaks

  ---------------------------------------------------------------------------
  **Original data**      **Data entered in the CSV**   **Data display**
  ---------------------- ----------------------------- ----------------------
  **Services include:\   **,\"Services include:\       **Services include:\
  Testing\               Testing\                      Testing\
  Counseling**           Counseling\",**               Counseling**

  ---------------------------------------------------------------------------

 Export Profile 
--------------

The Export Profile allows you to choose data fields that you want to
export and save as a profile. You can create several profiles using
different data fields depending on the needs of your export.

**Note: All profiles are user account specific.**

 

![Data Export Menu. This figure shows the menu display to select the
Data Export features. From the menu choose Admin then Data Export. The
Data Export option is subdivided into 3 features: Add Export Profile,
List Export Profiles, and Set XML Profile.
](media/image199.jpeg){width="2.8333333333333335in"
height="2.1458333333333335in"}

[]{#_Toc209932491 .anchor}Figure 6‑18: Data Export Menu

 

### Add Export File

Add Export Profile is accessible from the main menu Admin\> Data Export
\> Add Export Profile

Choose from Data Field Selection column by dragging and dropping into
Data Fields Shown on Spreadsheet column.  The drag and drop will only
work when dragging an item to the top of the list in the Data Fields
Shown on the Spreadsheet column.  You can also drag a field off the Data
Fields Shown on the Spreadsheet column and back to the Data Field
Selection list.

 

![Add Export Profile - Data Field Selections. This figure shows the Add
Export Profile screen which includes the Name of the Profile and 2
columns of Field Data. The column on the left has a read header and is
titled, "Data Field Selection". In this column is listed all of the Data
Field names that are available in the system. The column on the right,
with a blue dark blued header is titled, "Data Fields Shown on
Spreadsheet". This column, by default is empty. The use will click, drag
and drop a Data Field name from the Data Field Selection column into the
Data Fields Shown on Spreadsheet Column. In this example, the Site ID
and Site Name Data Field names have been dragged and dropped from the
Data Field Selection column into the Data Fields Shown on Spreadsheet
column.](media/image200.jpeg){width="5.0in" height="2.5in"}

[]{#_Toc209932492 .anchor}Figure 6‑19: Add Export Profile - Data Field
Selections

 

If a data field that contains multiple entries such as Local Service
Term/Local Health Topic Pairs, Local Service Terms, Local Health Topics,
Service Areas, Organization Names and Reason Not to Display are
selected, the option of Single Cell (default) or Multiple Cells will be
clickable.

![Spreadsheet Display Format -- Single or Multiple Cell Selection. This
figure shows the Add Export Profile screen with 3 Data Field names in
the Data Fields Shown on Spreadsheet column. These are: Site ID, Site
Name, and Local Service Term/Local Health Topic Pairs. The Local Service
Term/Local Health Topic Pairs field has been selected and is highlighted
in green. Because the Local Service Term/Local Topic Pairs is a multiple
entry field, the corresponding Spreadsheet Display Format feature has
been activated. In this example, the option for Single Cell display has
been selected for the Local Service Term/Local Health Topic Pairs. The
Multiple Cell options is left
unchecked.](media/image201.jpeg){width="5.125in" height="2.5625in"}

[]{#_Toc209932493 .anchor}Figure 6‑20: Spreadsheet Display Format --
Single or Multiple Cell Selection

Single Cell will display all of the data in one cell.

![Exported Data Single Cell Display. This figure shows a spreadsheet
example of the Single Cell display of data in the spreadsheet. In this
example, a single site name of Northern Arizona VA Health Care System
has multiple entries for the Local Service Term/Local Health Topic
Pairs. ](media/image202.jpeg){width="5.375in"
height="2.0208333333333335in"}

[]{#_Toc209932494 .anchor}Figure 6‑21: Exported Data Single Cell Display

Multiple Cells will display the data in multiple cells, repeating the
associated data.

![Exported Data Multiple Cell Display. This figure shows a spreadsheet
example of the Multiple Cell display of data in the spreadsheet. In this
example, the site name of Northern Arizona VA Health Care System has an
entry for each of the Local Service Term/Local Health Topic Pairs.
Therefore, each occurrence of a Local Service Term/Local Health Topic
pair is given its own row on the spreadsheet and the Site ID and Site
Name for this site is repeated
accordingly.](media/image203.jpeg){width="6.125in"
height="1.9479166666666667in"}

[]{#_Toc209932495 .anchor}Figure 6‑22: Exported Data Multiple Cell
Display

The Export Profile must be named before it can be submitted. 

![Export Profile Naming. This figure shows the Add Export Profile screen
with text typed into the field for Name of Profile. In this example, the
Name of the data profile is
"Mapping".](media/image204.jpeg){width="5.25in" height="1.4375in"}

[]{#_Toc209932496 .anchor}Figure 6‑23: Export Profile Naming

An optional description can also be added to each Export Profile.

![Export Profile Description. This figure shows the Add Export Profile
screen with text typed into the Description field. In this example, the
description reads, "Service term and health topic mapping". Data entered
into the description field is used to describe the data profile. At the
bottom of the screen are the Submit, Reset and Cancel option
buttons.](media/image205.jpeg){width="5.0in"
height="1.0104166666666667in"}

[]{#_Toc209932497 .anchor}Figure 6‑24: Export Profile Description

### List Export Profiles

Once a profile is submitted and confirmed it will be available in the
List Export Profile queue for the user\'s account.

List Export Profiles is accessible from the main menu by choosing
Admin\> Data Export \> List Export Profiles.

-   To run the export profile, you first need to run a search.

-   Once a search criteria is entered and the search is done, select the
    Export button.   

-   You will be prompted to choose a profile from the List Profile
    queue.

-   Select a Profile and click \'OK\' and confirm the system will pull
    the data fields specified in the profile.

![Select Export Profile for Export. This figure shows the Select Export
Profile for Export window. In this example, there is a list of 8
Profiles in the system. The profile named, "Mapping" has been selected
and has a checkmark displayed next to the name and the name is
highlighted in green. At the bottom of the screen are the button options
"OK" and "Cancel".](media/image206.jpeg){width="4.25in"
height="2.6145833333333335in"}

[]{#_Toc209932498 .anchor}Figure 6‑25: Select Export Profile for Export

### Troubleshooting Export Errors

Make sure your IE settings are appropriate to allow for data export.
From the menu choose Tools \> Internet Options \> Security \> Custom
Level for Internet \> Downloads.

![Check IE Settings for Data Export. This figure shows the correct
Internet Explorer Security settings that allow for data to be exported
from Go Local. In this figure, under the Downloads directory, the
following radio buttons are marked to Enable: Automatic prompting for
file downloads, File Download, and Font
Download.](media/image207.jpeg){width="2.5980741469816273in"
height="2.8333333333333335in"}

[]{#_Toc209932499 .anchor}Figure 6‑26: Check IE Settings for Data Export

Note: If after selecting an export profile you are not prompted to open
or save a document, and instead you are returned to the search results
page, try the following:

From the menu at the top of your browser window select Tools \> Internet
Options.

![Browser Menu for Internet Options. This figure shows the menu display
for editing Internet Options in an Internet Browser. This example is
from Internet Explorer 6.0. From the menu click on Tools then Internet
Options.](media/image197.jpeg){width="2.8020833333333335in"
height="1.6354166666666667in"}

[]{#_Toc209932500 .anchor}Figure 6‑27: Browser Menu for Internet Options

Select the Security Tab. Click on the Trusted Sites icon and then click
on the \"Sites\" button

![Resetting Internet Options. This figure shows the Internet Options
screens that need to be reset in order for the data to import into the
system. In this example, the Security Tab of the Internet Options
feature has been selected. The Trusted Sites green circle and checkmark
option has been selected and the Sites button has been clicked. A
callout screen appears next to the Security screen. This callout screen
contains information on Trusted Sites. In the "Add this Web site to the
zone:" input box, the following URL has been typed:
http://wwwcf.nlm.nih.gov. The Sites button on the Security screen and
the Add button on the Trusted Sites screen are circled in red for
emphasis.](media/image198.jpeg){width="5.875in"
height="3.4479166666666665in"}

[]{#_Toc209932501 .anchor}Figure 6‑28: Resetting Internet Options

-   A new window titled \"Trusted sites\" will open.

-   Deselect the check box near the bottom of the window that states
    \"Require server verification (https:) for all sites in this zone.\"

-   Copy and paste the input system URL http://wwwcf.nlm.nih.gov into
    the \'Add this Web site to the zone\' text box. Click the \"Add\"
    button.

-   Click \"OK\" Rerun the search and attempt to import the files again.

If after adding the URL to your list of Trusted Sites, you are still not
prompted to open or save your exported results, try holding down the
Ctrl key while selecting the Export button. This should override the
security pop-up blocker in Internet Explorer.

### Deleting an Export Profile

From the main menu Admin \> Data Export \> List Export Profile select a
profile and click the \"Delete\" button and confirm.

Data in XML Format
------------------

XML data is generated for all the records in a local area once a week on
Saturday morning. The previous week\'s XML is overwritten with new data.

To generate weekly XML from the main menu select Admin \> Data  Export
\> Set XML Profile select radio button \"Yes\" and click the Submit
button. You will be able to get the XML file once a report has been
generated. For example, if you set the XML profile to yes on Monday, you
will not see the XML file until after Saturday when it is generated.

**Note**: Depending on the number of records that you have the XML could
potential be very large. It is recommended that you save the file then
open it rather than opening it in your browser.

Other System Functions
======================

Global Update of Records
------------------------

The purpose of global update is to allow local administrators to make
data changes simultaneously to up to 2500 records at a time.  Global
Update is only available at the Local Administrator permission level.
 When records are updated via Global Update, the system will generate an
email confirmation and a Global ID number.  The Global ID number is
associated with the records that were updated and is referred to by NLM
if the data needs to be reverted back to its original form.  Local
Administrators have 14 days to notify NLM that the data needs to be
reverted.

Global Update can be accessed from the main menu by choosing Site
Records \> Global Update of Records.

![Global Update of Records Menu. This figure shows the menu display to
access the Global Update of Records feature. From the menu choose Site
Records then Global Update of
Records.](media/image208.jpeg){width="2.125in"
height="2.9791666666666665in"}

[]{#_Toc209932502 .anchor}Figure 7‑1: Global Update of Records Menu

The Global Update form has three tabs: Search Criteria, Results, and
Current Group Selection.

![Global Update of Records Screen. This figure shows the Global Update
of Records screen. There are 3 tabs: Search Criteria, Results, and
Current Group Selection. By default, the Search Criteria tab is
active.](media/image209.jpeg){width="5.125in"
height="1.8229166666666667in"}

[]{#_Toc209932503 .anchor}Figure 7‑2: Global Update of Records Screen

### Search

1)  Enter your search strategy into the Global Update search form

2)  Select the Search button

### Results

1)  From the Results screen, select the records that you would like to
    update as a group by checking the checkboxes in the Group Selection
    column

2)  Select the Confirm Group Selection button at the top of the results
    list

![Figure 7-3: Global Update of Records - Confirm Group Selection of
Results. This figure shows the results of a Global Update of Records
search. The Results screen is active and lists 7 records that meet the
search criteria. The Confirm Group Selection button located at the top
of the screen is circled in red for
emphasis.](media/image210.jpeg){width="4.875in"
height="2.8958333333333335in"}

[]{#_Toc209932504 .anchor}Figure 7‑3: Global Update of Records - Confirm
Group Selection of Results

### Current Group Selection 

1)  The Current Group Selection tab displays the records that have been
    selected for a global update.

2)  Select one baseline record by clicking on the left column (checkmark
    will appear).

3)  Select the Global Edit button

4)  Any field can be edited. **All edits made to the baseline record
    will be applied to each records in the group.**

![Global Update of Records - Current Group Selection Screen. This figure
shows the Current Group Selection screen which is tab number 3 of the
Global Update of Records feature. In this example, 3 site records are
listed in the table of results. The first record is highlighed in green
and has a check mark next to the site record name. The checkmark and the
Global Edit button located at the top of the screen are circled in red
for emphasis.](media/image211.jpeg){width="5.0in"
height="2.3645833333333335in"}

[]{#_Toc209932505 .anchor}Figure 7‑4: Global Update of Records - Current
Group Selection Screen

![Global Update Current Group Selection Confirmation. This figure shows
the confirmation message received once the baseline record has been
chosen for the Global Edit.](media/image212.jpeg){width="4.875in"
height="2.6145833333333335in"}

[]{#_Toc209932506 .anchor}Figure 7‑5: Global Update Current Group
Selection Confirmation

### Editing:

The baseline record will open in an Edit Site Entry for Group form. All
changes made to this baseline record will be applied to each of the
records in the group.  Since there are a variety of data fields in the
Go Local records, there is some variation to how the data is updated
depending on the field type.

#### Different behavior for changes to different field types: 

-   **Multiple selections**: Changes to selections in multiple data
    fields will be added/subtracted to the existing data. They will not
    overwrite all of the data appearing in the data fields. They will
    only overwrite in those instances of a 1-to-1 match.  For example,
    if you add a local service term to a baseline record, that service
    term will appear in addition to already existing local service terms
    appearing within the group. If you remove a local service term from
    the baseline record, it will be removed as a service term from the
    records within that group that already contained that service term;
    but, the remaining service terms will not be changed.

![Edit Site Entry for Group Form. This figure shows the Edit Site Entry
for Group Form. In this example, the reasons selected for Reasons not to
display include: "Check for later display" and "Need to verify".
](media/image213.jpeg){width="4.25in" height="2.9583333333333335in"}

[]{#_Toc209932507 .anchor}Figure 7‑6: Edit Site Entry for Group Form

-   **Text Fields**: If you make a change in a text field, such as the
    description or comments field, the text in the baseline record will
    overwrite the text for all the records in the group.

![Description Field Changes in Edit Site Entry for Group Form. In this
figure, the text in the Description field has been modified in the
baseline record. The text reads, "The American Red Cross provides relief
to victims of disasters and will help people prevent, prepare for, and
respond to emergencies." ](media/image214.jpeg){width="6.125in"
height="1.2916666666666667in"}

[]{#_Toc209932508 .anchor}Figure 7‑7: Description Field Changes in Edit
Site Entry for Group Form

### Confirmation: 

Once the global update is submitted, the system will display a
confirmation screen listing the data and fields that were updated.  At
the bottom of the screen, you will see the message, "The changes you
made will be saved to all records in this group." Select either "Yes" or
"No" for "Is this information correct?".  A "Yes" selection will
complete the update and a "No" selection will take you back to the "Edit
site Entry for Group" screen.

![Edit Site Entry Group Confirmation. This figure displays the Group
Confirmation message received when a group of records has been modified
successfully as a batch. The modifications made to the records are
listed in the center of the screen. At the bottom of the screen are 2
option boxes, "Yes" and "No" to be selected in response to the screen
question, "Is this information correct?". In this example, the text in
the description field has been modified and also the reasons not to
display this record to the public.](media/image215.jpeg){width="6.375in"
height="3.4270833333333335in"}

[]{#_Toc209932509 .anchor}Figure 7‑8: Edit Site Entry Group Confirmation

-   The system will generate an e-mail after each Global Update to the
    person who performed the update.

![Global Update E-mail Confirmation Message. This figure shows the
e-mail confirmation message that is automatically sent to the person who
performed the global update. In this example, the e-mail is addressed to
Stephanie Dennis at NLM. The subject line reads, "MedlinePlus GoLocal -
Global Update ID\#1087-1. The body of the message reads, "Group editing
of the selected records has been completed. If this change was made in
error, please contact the NLM Go Local Team as soon as possible. They
can recover the original records within 14 days. Please keep the group
ID listed below for future reference: ID -
1087-1."](media/image216.jpeg){width="6.489583333333333in"
height="2.5208333333333335in"}

[]{#_Toc209932510 .anchor}Figure 7‑9: Global Update E-mail Confirmation
Message

### Data Revert: 

If you want to undo the Global Update and revert back to the original
data please notify the Go Local Team at NLM
(GOLOCAL-ADMIN\@LIST.NIH.GOV) within 14 days.  Please provide the group
ID listed in the e-mail as a reference.

 

-   Note: If you request that the data be reverted, changes made to any
    of the records in the group after the global update will be lost.

 

### System Generated Messages:

The system will validate and generate error messages for:

-   Incomplete records sent to the pending queue

-   Duplicate records

-   Attempting to update more than 2500 records at once

-   If you try to add another record after initiating the editing of the
    group records

The system will generate an alert message for:

-   Service area mapping that does not include were the resource is
    physically located

 Organization Name Module
------------------------

The organization module allows you to create names of organizations to
associate with your site record listings. Organizations are not
mandatory on your listings but can provide clarification for units with
ambiguous names. Using an organization name helps users place a link in
context without having to read the information in the site description.

![Public Display Showing Organization Name. This figure shows the public
display page for the Family Planning Clinic in Bloomington Indiana. The
site record has been coded to use the Organization Name, thus the public
view of the record reads, "Family Planning Clinic" and then in
parenthesis "Bloomington Hospital".](media/image217.gif){width="5.375in"
height="3.3229166666666665in"}

[]{#_Toc209932511 .anchor}Figure 7‑10: Public Display Showing
Organization Name

For example, Bloomington Hospital has a family planning clinic. The name
of the site record and the link on the page will be Family Planning
Clinic. Without the associated organization, the viewer might not know
if this is a free-standing clinic or if it is a part of a larger
organization. With the associated organization, the site record will say
Family Planning Clinic (Bloomington Hospital)

Options available for Organizations can be selected from the
Organizations menu. The options include: Add Organization, List
Organizations, and Approve Organizations.

![Organizations Menu. This figure shows the Organizations menu. The 3
options available include: Add Organization, List Organizations, and
Approve
Organizations.](media/image218.jpeg){width="1.8541666666666667in"
height="0.9270833333333334in"}

[]{#_Toc209932512 .anchor}Figure 7‑11: Organizations Menu

### Add Organization

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. You can also Add an Organization to the list by
choosing Organizations \> Add Organization from the menu.

Standardization of abbreviations, such as "Dept." for Department or
two-letter abbreviation for state name, is strongly encouraged. When
adding an organization name, you may associate it with a URL. The URL is
an active link; clicking on it will open a new browser window.

![Add Organization Option in Fill Out New Form. This figure shows the
fields available to Add a New Organization name from within the Fill Out
New Form screen. The fields include the Name of the organization and the
URL of the organization. The "Add" button appears to the right of the
fill-in boxes.](media/image219.jpeg){width="6.489583333333333in"
height="0.8125in"}

[]{#_Toc209932513 .anchor}Figure 7‑12: Add Organization Option in Fill
Out New Form

![Add Organization Screen Available from Menu Option. This figure shows
the Add Organization screen which is used to add a new organization name
into the system. In this example, the Organization Name to be added is
the National Library of Medicine. The Organization URL is
http://www.nlm.nih.gov. The Organization Synonym is
NLM.](media/image220.gif){width="5.0in" height="3.3541666666666665in"}

[]{#_Toc209932514 .anchor}Figure 7‑13: Add Organization Screen Available
from Menu Option

 

### List Organizations

Choose Organizations \> List Organizations from the menu.

A listing of all organizations, URL, approved status and synonyms is
provided in List Organization selection.  The local administrator
approves or edits the name, URL or synonym from this module, or the
organization can be deleted. The local administrator may also add
synonyms as see references to organization names to assist selectors and
reviewers.

Click on an individual organization to select it then choose Edit, View
or Delete the organization record.

![List Organizations Screen. This figure shows the List of
Organizzations available for this local area. This alphabetical list
includes the Organization Name, Organization URL, Approval Status and
Synonyms. At the bottom of the screen are button options for "Edit",
"View", and "Delete". In this example, the organization "Alcoholics
Anonymous" has been selected and is highlighted in green with a
checkmark appearing next to the organization
name.](media/image221.jpeg){width="5.5in" height="3.53125in"}

[]{#_Toc209932515 .anchor}Figure 7‑14: List Organizations Screen 

### Approve Organizations

Choose Organizations \> Approve Organizations from the menu.

All organizations that have not been approved will remain in the Approve
Organization queue. To approve select individual checkbox in the
Approved column and select the Approve Checked Organizations button.

 ![Approve Organizations. This figure shows the Approve Organizations
window. This alphabetical list includes the Organization Name,
Organization URL, Approval Status, and Synonyms. In this example, there
are 12 organizations listed alphabetically. Five of the organizations
have a checkmark in the Approve column. At the bottom of the screen is
the "Approve Checked Organizations"
button.](media/image222.jpeg){width="5.125in" height="3.34375in"}

[]{#_Toc209932516 .anchor}Figure 7‑15: Approve Organizations

Preview Module
--------------

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

 

![Preview Menu. This figure shows the menu display for the Preview
features. From the menu choose Preview. The Preview menu is subdivided
into 2 categories: Internal and
Public.](media/image223.gif){width="3.5833333333333335in"
height="0.7708333333333334in"}

[]{#_Toc209932517 .anchor}Figure 7‑16: Preview Menu

 

### Internal Preview

The Internal Preview is always available and allows you to view all
records that are:

-   Approved

-   Pending records that are indexed to a health topic or service (these
    are labeled as pending in the preview display)

![Internal Preview Menu. This figures shows the menu display for the
Internal Preview features. From the menu choose Preview then Internal.
The Internal feature is subdivided into 4 additional options: Services
by Location; Services by Providers, Facilities, and Services; Services
for Disease and Health Issues; and All
Services.](media/image224.gif){width="3.5833333333333335in"
height="1.4479166666666667in"}

[]{#_Toc209932518 .anchor}Figure 7‑17: Internal Preview Menu

### Public Preview 

The Public Preview is only available until a site is released. This
preview shows you what the site would look like to the public if it were
live.  This function is useful to review the depth and breadth of
coverage prior to release, as well as for demonstrations. Unlike the
Internal Preview, only approved records are displayed and if no records
are approved for a particular service there will be no link from the
term or topic.  The number of service records available for display
appears in parentheses. A link to MedlinePlus health topics enables you
to choose your site via the Go Local pull down menu and go directly to
services linked from a particular health topic.

 ![Public Preview Menu. This figure shows the menu display for the
Public Preview features. From the menu choose Preview then Public. The
Public feature is subdivided into 5 additional options: MedlinePlus
Health Topics; Services by Location; Services by Providers, Facilities,
and Services; Services for Disease and Health Issues; and, All
Services.](media/image225.gif){width="3.25in" height="1.78125in"}

[]{#_Toc209932519 .anchor}Figure 7‑18: Public Preview Menu

Here is a list of services by providers, facilities, and services:

![Sample Public Preview of List of Services. This figure shows the
public preview for the List of Services by Providers, Facilities and
Services for Indiana Go Local. At the top of the list is a hypertext
link alphabet for the user to use in access the specific areas of the
list. In the body of the page is the alphabetical listing of servicers
and providers by category
name.](media/image226.jpeg){width="4.385416666666667in"
height="6.864583333333333in"}

[]{#_Toc209932520 .anchor}Figure 7‑19: Sample Public Preview of List of
Services

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. From the
menu choose Text Size then select the size.

![Text Size Menu. This figure shows the Text Size menu
display.](media/image227.jpeg){width="1.0729166666666667in"
height="1.3958333333333333in"}

[]{#_Toc209932521 .anchor}Figure 7‑20: Text Size Menu

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 filling 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.

![Change Text Size Notification Message. This figure shows the Text Size
change notification message that is displayed when you change the text
size. The notification message reads, "This text size will be reflected
in the next page reload." After this message is an "OK"
button.](media/image228.jpeg){width="5.0in"
height="2.6979166666666665in"}

[]{#_Toc209932522 .anchor}Figure 7‑21: Change Text Size Notification
Message

Deleting Records
----------------

Local Administrators and Reviewers may delete records from their area\'s
database.

One method is to choose Site Records \> Delete Records from the menu and
navigate to the record you want to delete.

![Delete Records Menu. This figure shows the Delete Records menu
display. From the main menu choose Site Records then Delete Records. In
this example, the Delete Records option on the menu screen is emphasized
by a red arrow.](media/image229.jpeg){width="2.3958333333333335in"
height="3.3854166666666665in"}

[]{#_Toc209932523 .anchor}Figure 7‑22: Delete Records Menu

![Delete Record Confirmation. This figure shows the confirmation message
displayed when a record is chosen for deletion. In this example, the
deleted record is highlighted in green with a checkmark next to the
record Site Name. The Confirmation Message reads, "Are you sure you want
to delete this record?" The "Yes" and "No" option buttons appear below
the question.](media/image230.jpeg){width="4.625in"
height="2.9895833333333335in"}

[]{#_Toc209932524 .anchor}Figure 7‑23: Delete Record Confirmation

Records can also be deleted from the Similar Records display and the
Pending Records queue. You can also delete records from the Search
Results page (for example you can search for records with Available to
Public as No and Reason Not to Display is Duplicate, then delete these
records).

 {#section-8 .list-paragraph}

Appendix 1: User Privileges *(Updated August 12, 2008)*
=======================================================

User Privileges Listed by Menu Item
-----------------------------------

> The following table represents user privileges based on each menu item
> listed in the Go Local menu bar.
>
> **The codes used in the following table include:**
>
> LA = Local Administrator\
> R = Reviewer\
> S = Selector

[]{#_Toc210118994 .anchor}Table : User Privileges by Menu Item

  **Menu Item**                                           **Privilege**   **Edit**   **View**   **Delete**   **Upload image to file server**   **Enable**   **Disable**   **Copy**   **Download**   **Turnoff URL**   **Delete URL**   **Edit URL**   **Submit Verified URL**   **Get Report**   **Print Report**   **Submit for Featured Site**
  ------------------------------------------------------- --------------- ---------- ---------- ------------ --------------------------------- ------------ ------------- ---------- -------------- ----------------- ---------------- -------------- ------------------------- ---------------- ------------------ ------------------------------
  **Organizations**                                                                                                                                                                                                                                                                                                  
  **Add Organization**                                    LA                                                                                                                                                                                                                                                        
  **List Organizations**                                  LA              LA         LA         LA                                                                                                                                                                                                                  
  **Approve Organizations**                               LA                                                                                                                                                                                                                                                        
  **Customize**                                                                                                                                                                                                                                                                                                      
  **Header**                                              LA, R, S                                                                                                                                                                                                                                                  
  **Promote Header Changes**                              LA                                                                                                                                                                                                                                                        
  **Footer**                                              LA, R, S                                                                                                                                                                                                                                                  
  **Promote Footer Changes**                              LA                                                                                                                                                                                                                                                        
  **Color Schemes**                                       LA, R, S                                                                                                                                                                                                                                                  
  **Promote Color Scheme Changes**                        LA                                                                                                                                                                                                                                                        
  **Image Management**                                    LA, R, S                   LA, R, S   LA, R, S     LA, R, S                                                                                                                                                                                               
  **About Us**                                            LA, R, S                                                                                                                                                                                                                                                  
  **Promote About Us Changes**                            LA                                                                                                                                                                                                                                                        
  **Sponsorship**                                         LA, R, S                                                                                                                                                                                                                                                  
  **Promote Sponsorship Changes**                         LA                                                                                                                                                                                                                                                        
  **Contact Us**                                          LA, R, S                                                                                                                                                                                                                                                  
  **Promote Contact Us Changes**                          LA                                                                                                                                                                                                                                                        
  **Homepage**                                                                                                                                                                                                                                                                                                       
  **Add Google Event Calendar**                           LA                                                                                                                                                                                                                                                        
  **Add Announcement Link**                               LA                                                                                                                                                                                                                                                        
  **Edit Category Helper Texts**                          LA, R, S        LA, R, S   LA, R, S                                                                                                                                                                                                                       
  **Edit Featured Sites: Add Featured Site**              LA, R, S                                                                                                                                                                                                                                                  
  **Edit Featured Sites: List Featured Sites**            LA, R, S        LA, R, S   LA, R, S   LA, R, S                                                                                                                                                                                                            LA, R, S
  **View Homepage**                                       LA, R, S                                                                                                                                                                                                                                                  
  **Promote Homepage Changes**                            LA                                                                                                                                                                                                                                                        
  **Admin**                                                                                                                                                                                                                                                                                                          
  **Accounts: Add User**                                  LA                                                                                                                                                                                                                                                        
  **Accounts: List Users**                                LA              LA         LA                                                        LA           LA                                                                                                                                                      
  **Accounts: Change Password**                           LA, R, S                                                                                                                                                                                                                                                  
  **Audit: Set Audit Profile**                            LA                                                                                                                                                                                                                                                        
  **Audit: Hide Audit Message**                           LA                                                                                                                                                                                                                                                        
  **Audit: Assign Audit Records**                         LA                                                                                                                                                                                                                                                        
  **Map: Map Organization**                                                                                                                                                                                                                                                                                         
  **Map: GEO Text Link**                                  LA                                                                                                                                                                                                                                                        
  **Language: Assign Top Languages**                      LA                                                                                                                                                                                                                                                        
  **Language: Set Language Public Display**               LA                                                                                                                                                                                                                                                        
  **Language: Promote Language Public Display Setting**   LA                                                                                                                                                                                                                                                        
  **Data Export: Add Export Profile**                     LA, R, S                                                                                                                                                                                                                                                  
  **Data Export: List Export Profile**                    LA, R, S        LA, R, S   LA, R, S   LA, R, S                                                                  LA, R, S                                                                                                                                  
  **Data Export: Set XML Profile**                        LA                                                                                                                                                                                                                                                        
  **Data Export: Get XML File (once set & available)**    LA, R, S                                                                                                                                                                                                                                                  
  **Data Import: Import**                                 LA                                                                                                                                                                                                                                                        
  **Data Import: Error Reports**                          LA                         LA         LA                                                                                   LA                                                                                                                             
  **Reports: Link Checker Reports**                       LA, R, S        LA, R, S   LA, R, S                                                                                                       LA, R, S          LA, R, S         LA, R, S       LA, R, S                                                      
  **Reports: Web Stat**                                   LA, R, S                                                                                                                                                                                                              LA, R, S         LA, R, S           
  **Preview**                                                                                                                                                                                                                                                                                                        
  **Preview: Internal**                                   LA, R, S                                                                                                                                                                                                                                                  
  **Preview: Public**                                     LA, R, S                                                                                                                                                                                                                                                  

User Privileges by Site Records Menu Functions
----------------------------------------------

The following table represents user privileges based on each function
found under the Site Records menu option.

> **The codes used in the following table include:**
>
> LA = Local Administrator\
> R = Reviewer\
> S = Selector

[]{#_Toc210118995 .anchor}Table : User Privileges by Site Records Menu
Functions

  -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
  **Site Records Menu Functions**      **Search**   **Clear**   **Edit Records**   **Copy Records**   **View Records**   **Go to Site**   **Delete Records**   **Add Comments**   **Submit Approved**   **Submit Returned**   **Audit Record**   **Split Record**   **Submit to Pending**   **Save as Incomplete**   **Export**   **Share**
  ------------------------------------ ------------ ----------- ------------------ ------------------ ------------------ ---------------- -------------------- ------------------ --------------------- --------------------- ------------------ ------------------ ----------------------- ------------------------ ------------ -----------
  **Fill Out New Form**                                                                                                                                                                                                                                             LA, R, S                LA, R, S                              

  **Pending Review Records**                                    LA, R, S           LA, R, S           LA, R, S           LA, R, S         LA, R                LA, R              LA, R                 LA, R                                                                                                                     

  **List Incomplete Records**                                   LA, R, S           LA, R, S           LA, R, S           LA, R, S                                                                                                                                                                                                 

  **List Approved Records**                                     LA, R, S           LA, R, S           LA, R, S           LA, R, S                              LA, R                                                                                                                                                              

  **List Returned Records**                                     LA, R, S           LA, R, S           LA, R, S           LA, R, S                                                                                                                                                                                                 

  **List Similar Records**                                      LA, R, S                              LA, R, S                            LA, R                                                                                                                                                                                   

  **List Actively Shared Records**                              LA, R, S                              LA, R, S                            LA, R                                                                               LA, R, S           LA                                                                               

  **Delete Records**                                                                                  LA, R              LA, R            LA, R                                                                                                                                                                                   

  **Global Update of Records**         LA           LA                                                                                                                                                                                                              LA                      LA                                    

  **List My Returned Records\                                   LA, R, S           LA, R, S           LA, R, S           LA, R, S                                                                                                                                                                                                 
  (Privilege is assigned by LA)**                                                                                                                                                                                                                                                                                                 

  **List My Audit Records\                                                                            LA, R, S           LA, R, S                                                                                             LA, R, S                                                                                            
  (Privilege is assigned by LA)**                                                                                                                                                                                                                                                                                                 

  **Search Records in My Area**        LA, R, S     LA, R, S    LA, R, S           LA, R, S           LA, R, S           LA, R, S         LA                                                                                  LA, R, S                                                                               LA, R, S     

  **Search All Other Local Records**   LA,R, S      LA, R, S                       LA, R, S           LA, R, S           LA, R, S                                                                                                                                                                                    LA, R, S     LA, R, S
  -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

 {#section-9 .list-paragraph}

Appendix 2: Selection Guidelines & Vocabulary Changes *(Updated September 25, 2008)*
====================================================================================

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.

 

The guidelines below can serve as a starting point for Go Local sites to
develop their own guidelines. Policy decisions such as whether or not to
include services without Web sites and individual practitioners as well
as group practices should be made by the project team or their advisory
board. Examples of NLM guidelines and individual local guidelines are
listed below.

### Authority of source 

#### NLM Guidelines

-   The sponsorship of the site is clear. The credentials or
    qualifications of the sponsors are provided or verifiable.

-   There is a way to contact the site or service provider.

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

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

#### Local Guidelines

-   We will verify professional credentials or licensing of facilities
    through state credentialing agencies.

-   For services without a Web presence, we will verify professional
    credentials or licensing of facilities through credentialing
    agencies. We will verify contact information through telephone calls
    to the service.

### Content 

#### NLM Guidelines

-   Web pages contain a created, revised, or update date.

-   Links on the site are reliable and relevant.

```{=html}
<!-- -->
```
-   The site does not contain inaccurate, erroneous, misleading or
    dangerous medical information, claims, or allegations.

```{=html}
<!-- -->
```
-   Most information on the site is available at no charge.

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

#### Local Guidelines

-   Due to continual changes in individual practitioners serving our
    area, we will not list links to individual practices unless they are
    located in an underserved county (defined as a county with fewer
    than 5 practitioners).

-   Because many services in our area do not have web sites, we will not
    restrict selection to only those sources with a web presence. We
    will verify contact information through telephone calls to the
    service.

-   If a large institution provides several individual services, we will
    check to see if they have separate telephone numbers or web pages.
    If the service has its own contact information, we will create a
    separate record for it.

-   We may enter private or group practices with one or several
    physicians into the system if they have a generic name. Be sure to
    check for credentials of participants in the practices.

-   When the appropriateness of a record is in question, check to see
    whether there is a Local Service Term for the resource. Add findings
    and questions to the Comments field, and a reviewer will determine
    if record should be included.

### Audience 

#### NLM Guidelines

-   Consumers or the general public is the intended audience of the site
    and services.

#### Local Guidelines

-   Check that Web site is consumer-friendly and does not use overly
    technical language.

### Local Relevance 

#### NLM Guidelines

-   The site directs members of the public to a local or regional
    organization, service or activity.

#### Local Guidelines

-   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?]{.underline}**

Consider:

-   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?]{.underline}**

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 provides treatment for
    breast, ovarian, lung and prostate cancers, use the health topics:
    breast, ovarian, lung and prostate cancers as well as the general
    topic cancer.

Requesting Changes to Vocabulary
--------------------------------

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.
The best way to discuss possible vocabulary changes is through the Go
Local listserv.

#### **Kinds of things we can change**: 

-   Add a new see reference to a local service term

-   Add a new suggested mapping from a local service term to a local
    health topic

-   Change a mapping from suggested to automatic or vice versa

-   Create a new health topic on MedlinePlus if there is a need for
    health information on a subject

-   Add a new local service term, for example Complementary and
    Alternative Medicine Services was recently added in addition to
    existing specific services already in the vocabulary.

 {#section-10 .list-paragraph}

 {#section-11 .list-paragraph}

Appendix 3: Style Guide *(Updated August 12, 2008)*
===================================================

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

 

Having a set of style rules not only makes 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 Web site (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 using 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.

Appendix 4: Future Enhancements to the Manual *(Updated May 6, 2008)*
=====================================================================

This manual is designed to help people understand and use the Go Local
input system. If there is something you can't find or do not understand,
please let NLM staff know.

Planned additions for the future
--------------------------------

-   Trouble shooting section

-   Helpful tips