Siebel Applications Administration Guide > Literature >

Creating Literature Records

After you have created a literature file, you need to create a literature record in the Siebel database, in order to make the file available to Siebel applications users.

To create a literature record

1. Navigate to the Administration - Document screen > Literature view.
2. In the Literature list, create a new record and attach the literature file.

   The new file is added to the available literature. Appropriate information is displayed in the Literature list and the More Info form.

3. Enter the rest of the information required in the Literature list blank row and the More Info form of the new record.

   Some fields are described in the following table.

   Field	Comments
   Name	Enter a name for the literature record.
   Description	Enter a description of the document. Because literature items can be in any language, you may want to indicate the language of the item in this field (or in the Name field).
   Literature Type	Select the type of the literature. You can create new literature types in the List of Values Administration view. Because the Literature Type field is used to filter literature items in various applets (by setting the Search Specification property for the applet in Siebel Tools), you should be careful when editing the Literature Type field.
   Size	The size of the literature file. The information is automatically entered based on the size of the file that you select.
   File Type	The file type of the literature file, for example DOC or PDF. The information is automatically entered based on the type of the file that you select.
   Modified	The date that the literature file was last modified. The information is automatically updated whenever the file is updated.
   Update File	A check mark in this field indicates that users' copies of the literature are updated automatically each time the original file is updated.
   File Name	Click Browse and, in the Choose File dialog box, select the document file. You can also enter the file name manually.
   Synopsis	Optionally, enter a synopsis of the document's content.
   Release Date	The release date when the document is first displayed in My Briefings. For more information about eBriefings, see Siebel Briefings Administration Guide.
   Expiration Date	The expiration date when the document will no longer be displayed in My Briefings. For more information about eBriefings, see Siebel Briefings Administration Guide.
   Author	Optionally, click the select button and select the document's author.
   Accounts	Select accounts with which the literature is associated. The literature is displayed in the Account Briefing if this account is tracked by the user. For more information, see Siebel Briefings Administration Guide.
   Competitors	Select competitors with which the literature is associated. Use this field to allow the user to display the literature using the Competitors screen. If you also select the Internal field, this literature is displayed in the Comparative Literature view of the Competitors screen. If you do not select the Internal field, this literature is displayed in the Competitor's Literature view of the Competitors screen. The literature is also displayed in a Competitor Briefing, if this competitor is tracked by the user. For more information, see Siebel Briefings Administration Guide.
   Internal	Select this field if the document is internally sensitive and not intended for public distribution. If Internal is selected, the literature is not available as an enclosure in the Correspondence screen, and it is displayed in the Comparative Literature list of the Competitors screen. If Internal is not selected, the literature is available as an enclosure in the Correspondence screen, and it is displayed in the Competitive Literature list of the Competitors screen.
   Local	For users of the Remote Client, this fields specifies whether the document is available on the local File System. If a document is not available locally, the user can request it by selecting the Request field.
   Request	For users of the Remote Client, if this check box is selected, the literature is downloaded during each synchronization session.
   Distribution Method	Use this drop-down list to specify whether or not the file is automatically downloaded to users of the Remote Client. Publish: During each synchronization session, if your user does nothing, the file is downloaded automatically. If your user explicitly skips the file, the file is not downloaded in that synchronization session. By Request: During synchronization, the user receives the record, but not the actual file. To receive the file, the user must select the Request field.
   Industries	Select any industries associated with the literature. The literature is displayed in My Briefing if the user tracks the industry.
   Products	Select any products associated with the literature. Use this field to allow the user to display the literature using the Products screen. The literature is displayed in My Briefing if the user tracks the product.
   Organization	Select organizations that will have visibility to this data.
   Web Display	If you are linking to a Web page, use this field to determine how to display it. Frame. Displays a link to the Web page. When the user clicks the link, the page appears in the current frame. Window. Displays a link to the Web page. When the user clicks the link, the page appears in an expanded window. The user must use the Web browser's Back button to return to Siebel ERM. New Window. Displays a link to the Web page. When the user clicks the link, the page is displayed in a new browser window, allowing the user to switch between Siebel ERM and the Web page. In-Line. Displays the entire Web page in the selected section of the portal page. Displaying Web pages in-line works best with simple Web pages. Large or complex pages, such as those that use JavaScript, can slow down the system and cause unexpected results. Be sure to test in-line pages before distributing them to users.