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Guide on the Side - a freely available tool that allows librarians to quickly and easily create online, interactive tutorials that are based on the principles of authentic and active learning.

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Guide on the Side

About

Guide on the Side is a freely available tool created by the University of Arizona Libraries that allows librarians to quickly and easily create online, interactive tutorials that are based on the principles of authentic and active learning. An example can be viewed here: http://www.library.arizona.edu/applications/quickHelp/tutorial/searching-the-ua-library-catalog.

Please join the discussion of Guide on the Side on our Google Group!

More information can be found on the Guide on the Side website.

Platform support / dependencies

Guide on the Side has been tested on the following platforms:

  • Ubuntu Linux 12.04, MySQL 5.5, Apache 2.2, PHP 5.3
  • Ubuntu Linux 11.10, MySQL 5.1, Apache 2.2, PHP 5.3
  • Red Hat Enterprise Linux 6.3, MySQL 5.1, Apache 2.2, PHP 5.3
  • Red Hat Enterprise Linux 5.6, MySQL 5.0, Apache 2.2, PHP 5.2/5.3
  • Additionally, we've done some basic testing with PHP 5.4 and 5.5.

PHP must have the following loaded or compiled in:

  • GD support (--with-gd). This is supplied by the php5-gd package in Ubuntu and Red Hat Linux.
  • FreeType (--with-freetype-dir). This is also supplied by the php5-gd package in Ubuntu and Red Hat Linux.
  • Tidy (--with-tidy). This is supplied by the php5-tidy package in Ubuntu and Red Hat Linux.
  • mbstring (--enable-mbstring). This is supplied by the php-mbstring package in Red Hat Linux.
  • JSON support. Some Linux distributions removed JSON support from their PHP 5.5 packages. This is supplied by the php5-json package in Ubuntu.

Other requirements:

  • For email to work, your system (if Unix-like) needs to have a Mail Transport Agent (MTA) like Postfix or Sendmail. Installations running on Windows may be able to use SMTP by reconfiguring PHP: http://php.net/manual/en/mail.configuration.php.
  • date.timezone must be properly set in php.ini.
  • PHP should have the ability to run on the command line during installation and upgrading. This is used to install the database schema. If you don't have access to PHP at the command line, you can try using the SQL migration at app/Config/Migration/sql/install.sql.

Apache configuration

  • In order for the Guide on the Side .htaccess file rewrite directives to work, the Apache mod_rewrite module must be enabled and AllowOverride must be set to "FileInfo" in Apache's VirtualHost configuration. Additionally, in order for Guide on the Side to disable PHP short tags, AllowOverride must be set to "Options". If Shibboleth is enabled, AllowOverride must have the additional value "AuthConfig". So the whole directive would look like:

    AllowOverride FileInfo Options AuthConfig

    Be sure to restart Apache after making changes.

Installation procedure (if you're using the pre-built package)

  1. Download Guide on the Side and unzip it into the appropriate folder on your web server. You should now have a folder called "guide_on_the_side".

  2. Create a MySQL database to hold your tutorials. You may call it whatever you like, but "guide_on_the_side" is probably a good choice. Remember the name you chose, as well as the MySQL username and password. Example:

    mysql> CREATE DATABASE guide_on_the_side;

    mysql> GRANT ALL ON guide_on_the_side.* TO gots_user@localhost IDENTIFIED BY 'password';

  3. Copy config.sample.yml to config.yml.

  4. Modify the database and email information (at least) in config.yml so that it matches what you created in step 2.

  5. Install the database schema by running the following commands from the guide_on_the_side/app folder:

    ../lib/Cake/Console/cake Migrations.migration run all --plugin Tags

    ../lib/Cake/Console/cake Migrations.migration run all

    Alternatively, there is an SQL schema available in app/Config/Migration/sql/install.sql.

  6. Change permissions of app/tmp to make it and all sub-folders writable by the web server. Example command (for Unix-like systems):

    chmod -R 777 app/tmp

    You're encouraged to make the permissions more restrictive than this example.

  7. Change permissions of app/webroot/uploads to make it and all sub-folders writable by the web server. Example command (for Unix-like systems):

    chmod -R 777 app/webroot/uploads

    You're encouraged to make the permissions more restrictive than this example.

  8. If all went as planned, the public interface should now be available at http://your.domain/guide_on_the_side/ (assuming the folder you unzipped to in step 1 was in your server web root.)

  9. You may log in at http://your.domain/guide_on_the_side/login to begin creating tutorials. The default username / password is:

    admin / GuideOnTheSideAdmin#1

    You should change this immediately and, ideally, add some non-admin accounts!

Installation procedure (if you want to clone from GitHub)

If you'd prefer to get Guide on the Side by cloning directly from GitHub, there are a couple extra steps. Note that the pre-built package from code.library.arizona.edu does come as a git clone, so you can still upgrade by pulling from GitHub if you install that way.

  1. Clone Guide on the Side from GitHub into the appropriate folder on your web server. Example command:

    git clone https://github.com/ualibraries/Guide-on-the-Side.git guide_on_the_side

  2. Check out the latest tag. To see a list of tags, run git tag. Example command:

    git checkout 1.0-beta3

  3. CakePHP is not included in our GitHub repository, so download it and place the lib folder into your Guide on the Side root. CakePHP 2.4.x is known to work. Example command:

    mv <unzipped_cakephp_folder>/lib guide_on_the_side/

  4. Now follow the pre-built package instructions starting at step 2.

Support and Debugging

If you run into problems, check out the Guide on the Side discussion at:

https://groups.google.com/forum/#!forum/gots-discuss

and the issues list at:

https://github.com/ualibraries/Guide-on-the-Side/issues

If you get errors after installation, in addition to checking the Apache error log also look at the messages in the Guide on the Side error log:

./guide_on_the_side/app/tmp/logs/error.log

Customization

Guide on the Side is an open-source application and, obviously, you have full permission to change it however you want.

But you shouldn't.

Or, at least, you shouldn't without realizing what you're getting into. If you change the application simply because you want to add institutional branding, say, or you just don't like the colors, there is a better way -- better for you, that is.

It can be extremely difficult for a customized (also called "forked") open-source product to take advantage of updates to the original application. And it's entirely likely that you'll want to take advantage of any future updates to Guide on the Side. There are very good reasons for customization / forking, of course, but if you don't already know what those are, please read on for a way that you can have control over the presentation of Guide on the Side without losing the advantage of receiving upgraded functionality in the future.

Because Guide on the Side is built using the CakePHP framework, it includes some basic theming ability. At this time, it is possible to change any part of the interface using this theming functionality included with this framework. In other words, using themes you can change how the application looks, but not what it does.

The short version: you can create a new folder inside of guide_on_the_side/themes/Themed, and then in config.yml enter the name of this new folder as the value for the theme parameter (e.g., "theme: UAL"). Any file that you find inside of app/View or app/webroot can now be overridden by placing an identically named file inside your new theme. For example, if you'd like to override the main public index of Guide on the Side, copy app/View/Tutorials/public_index.ctp into themes/Themed/<your_theme>/Tutorials/public_index.ctp and then modify as you wish.

For more information, see the Themes portion of the CakePHP book: http://book.cakephp.org/2.0/en/views/themes.html

Credits

Close, print, dock/undock icons:

Copyright (C) 2011-2013 The Arizona Board of Regents on Behalf of the University of Arizona. Developed by Leslie Sult, Justin Spargur, Mike Hagedon, and Ginger Bidwell at the University of Arizona Libraries.

About

Guide on the Side - a freely available tool that allows librarians to quickly and easily create online, interactive tutorials that are based on the principles of authentic and active learning.

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License

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GPL-2.0
COPYING.txt

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