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The Compass is a tool for asking users questions then presenting them with customized reports based on their answers. One type of report integrates with the Compass Library to provide a customized list of readings.
This document assumes you have an existing survey and an existing report copied from a previous workshop.
The survey is typically called the Planner that includes a “Learn More” Question.
These are used to create reports that display a list of references from the library.
This document assumes you have copied an previous class and you are customizing an existing report.
From the user’s view of the compass, find the old questions. Click “Survey Admin”
On the Survey Admin page find the question you want to change and click “Edit Question”
Edit the text of the question and the multiple choice values as needed. Be careful about line breaks. Some answers maybe long and wrap automatically, that is fine. However, every time you have a line break it assumes it’s a new choice.
Find the edit view of the report you want to edit. It maybe the currently associated report or you may need to “Mange Reports” to find the correct report.
Note the overall format of the Recommended Reference Reports.
After the IF there is usually an introductory sentence, typically repeating the answer. Then an “Include” that determines what references are shown. The next section dicusses how to set up the includes.
Step 1, goto the library and create the search you want to display.
Step 2, copy the search into your clipboard
Step 3, Paste the search into the report
Note that usually the searches in the reference reports use “Learn More” as one of the categories. This is an optional convention. In the past the library has used the “Learn More” category specifically to tag resources that were good for learn more reference reports.
After you have selected search criteria click the Search button
Copy the include onto your PC’s clipboard (e.g. Control-C)
Paste the new include into the appropriate place in the report. The “Editing Reports” portion of this document discusses how the logical “IF” command works.
