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Best Practices for LibGuides at UCLA

Suggestions and guidelines for using LibGuides to best effect in the UCLA Library.

Subject Terms

The subject terms being used for our research guides are the result of a fairly intensive debate by a joint team from the Research Guides Management Team and the Drupal Discovery Content Team. The list is intended to serve as both a taxonomy for guides and the top level of a multi-level taxonomy for databases. A lot was borrowed from the original LibGuides subject system guidelines. The goal was to create a short list of top-level subjects that are easy to browse. It's important to emphasize that these are browsable subjects that are supplemented by a full-text search box.

That said, the LibGuides subject list is constantly evolving. Many people have made suggestions along the way, and most of them have resulted in improvements. So please, send your concerns and suggestions for alternate terms or different groupings. We've actually left one slot empty for the subject we didn't think of. However, in general if you want to add a subject be prepared to nominate another for deletion. It's not enough to argue that your subject is important enough to have its own entry. It's got to be more important than something already on the list which can be bumped or merged.

Ordering Lists of Guides under Subjects

The LibGuides system automatically lists guides in each subject aphabetically, but this often puts the major guides low on the list. Unfortunately, unlike LibGuides 1, we have no way to re-order guides within a subject right now. This is at the top of our wish list to Springshare!

Guide Types

In addition to categorizing guides by Subject, LibGuides v2 also groups them by Type. The system came with six default types (listed below), which we can re-name but not add to. Though the guide type does not display to the user, it controls a lot of behind-the-scenes functionality, so it's important to choose the right one! Specifically...

  • The guide types appear as filters on search results pages.
  • We're using the guide type (along with tags) to define the dynamic lists generated in the Guides Directory.
  • Once the functionality is in place, we hope to use types to sort the guides within the subject lists on the home page, so that instead of one long alphabetical list it will list subject guides first, followed by topic guides, course guides, and general purpose guides.
  • Internal Guides and Template Guides are suppressed from being indexed on the home page lists.

Definitions

  • Subject Guides - Use for guides that are about academic disciplines, e.g. Education, African American Studies, Medicine, Chemical Engineering.
    • Doesn't have to be a discipline taught at UCLA, e.g. Genealogy, Agriculture.
    • Use for exceptionally broad material types, e.g. Maps, Government Information.
    • Use for area studies guides covering whole regions, nations, or languages, e.g. Chinese Studies, African Studies, Spanish and Portuguese.
  • Topic Guides - Use for "smaller" topics, the type that might be covered by a single course, e.g. Opera, Renaissance Art, Health Disparities.
    • Use for most material types, e.g. Musical Scores, US Census, Canadian Goverrnment Publications, Vital and Health Statistics, Reference Sources, E-books.
    • Use for area studies guides covering sub-national regions or aspects of a nation, e.g. Tibetan Studies, Jewish Los Angeles, Chinese Literature, Vietnamese Film.
  • Course Guides - Use for course guides!
    • Also use for the UCLA Common Book guides.
  • General Purpose - Use for guides about the research process.
    • Research advice, e.g. Getting Started, Advanced Research Methods, Citing Sources
    • Using the Library, e.g. Choosing and Using Databases, Powell Community Collections
    • Research tools, e.g. Endnote, BrowZine. Mobile Apps, GIS
    • Data management
    • Guides for specific user populations, e.g. Library Resources for New Science and Engineering Graduate Students
    • Guides for exhibits, workshops, and other short-term events. Like course guides for seminars, these should normally have the date in parentheses at the end, along with a one-word category (if it's not already in the title. Examples: (2017-18 Exhibit), (Fall 2017 Workshop).
    • This is the group most likely to be re-named or broken up
  • Internal Guides - Use for private guides only intended for use by Library staff.
  • Template Guides - Do not use (unless someone creates some template guides).

Tags

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New in CMS: Metadata Fields

Do not use tags to provide alternative search terms! That function is now handled by Metadata fields.

Tags serve two complementary purposes.

  • They serve as filters in the search interface, where they supplement the subjects.
  • They can be used with widgets to create customized lists of guides defined by a common tag.

In general, tags should define groups of guides. Also remember that most of the time people won't see the tags until they're already looking at the guide, so important descriptive terms that define the scope of your guide belong in the Description, not the tags.

Tags should be a minimum of three characters and use normal capitalization. (Reminder: academic disciplines are not proper nouns.)

Some Standard Tags

The following tags have been standardized and are in use by other discovery tools for grouping guides. Links indicate where the tag is being used to power a widget or search. Please use these tags only for their listed purpose.

  • acmi = guides about or including links to materials associated with the Affordable Course Materials Initiative
  • citation = guides about citation styles and/or citation management tools (Research Tips, Search)
  • collections = guides about specific library collections
  • data = guides about data sources (Search)
  • data analysis = guides about data analysis methods and tools
  • data management = guides about managing and curating research data (Research Tips)
  • Los Angeles = guides with substantial content specifically about LA as a topic or resources in the LA area (beyond UCLA)
  • music & audio = format-oriented guides about sound recordings and music, including sheet music (Music and Audio)
  • primary sources = guides which are mostly about primary (re)sources, or have at least a full page with that name, excluding LSC guides * (Primary Sources)
  • publish = guides about the publication process, including how to publish your work, managing rights, etc. (Publishing Your Work)
  • research advice = guides which primarily provide advice on academic library research, methodologies, tips, for general or specific audiences (Research Tips)
  • research tools = guides about specific research software (Research Tips)
  • spec text = format-oriented guides about specialized text formats (Specialized Text Formats)
  • usergroup = guides targeted at specific user populations or programs
  • visual resources = format-oriented guides about images, video, maps, etc. (Images and Video)
  • [X] Library = guides by/about a specific UCLA Library

* LSC guides are by definition about primary sources, but already have their own group. So if you want a list of all primary source guides, use both the LSC group and the primary source tag.

Metadata

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Two Types of Metadata Fields

  • Name = keywords
  • Content = a list of up to 20 search terms, separated by commas

or

  • Name = description
  • Content = a short text description (for content beyond the LibGuides description)

Metadata fields are html tags recognized by search engines, including both LibGuides' built-in search engine and third-party engines like Google and Yahoo. LibGuides automatically fills in a bunch of Dublin Core metadata fields for you, but you can add your own to provide alternative search terms. Just remember, there's no need to duplicate words or phrases already in the DC fields, which include:

  • guide title
  • guide description
  • assigned subjects
  • all of the page titles