Middlebury

Editing in Drupal

Part of the documentation on Drupal.

This page contains materials to help you edit content in Drupal. Information can be found for logging on, adding content, editing existing content, creating new pages, setting permissions, etc. Further, each set of instructions will be accompanied by a link to a step-by-step flash tutorial incorporating screen shots to help you complete each task.

Logging On

Before you can begin creating or editing content, you must first log on to the appropriate server.

  1. Navigate to the page you wish to edit.
  2. Scroll to the bottom of the left column and click the "Site Editor Log On" link.
    1. You are now at the "Middlebury College Central Authentication Service."
  3. Your NetID and password are the same as for your Middlebury email account. Type them in the appropriate fields.
  4. Click the "LOGIN" button
    1. You are returned to the page you were about to edit.
  5. You may begin editing.

Editing Interface

There is currently the option to choose from one of two editing interfaces, the "old" editing interface, and the "new" editing interface. In order to enable the new editing interface click the link in the old edit console that says "Try the new Edit Console". At the next page check the check box for "Use the new Edit Console" and hit the "Save" button at the bottom. You can switch back to the old console at any time by choosing "Old Edit Console" under the "Help" heading.

The new interface discards the tabbed navigation in favor of displaying the various options under 4 main headings, each of which contain a few sub items as listed below:

  1. Content
    1. View
    2. Add
    3. Reorder
  2. Page
    1. Settings
    2. Copy/Move
    3. Delete
  3. Sub-pages
    1. Add Sub-page
    2. Reorder Menu
  4. Help
    1. Documentation
    2. Old Edit Console

The instructions below reference the old editing interface, but you are encouraged to give the new editing interface a try. It's simply a different layout of the same information and you should be able to follow along with these instructions using either interface. The new interface was designed to be clearer to understand at a glance and provides a clear view of all the available options.

Creating and Managing Pages

Most departments have had their architecture built out for them, but there are still pages that must be created. Where a page should appear within your architecture determines where it needs to be created. 2nd tier pages should be created from your main page, 3rd tier pages should be created from the 2nd tier page they supplement, and so on. If done properly, your new page will appear in the proper section of your navigation bar.

Adding a Page

  1. Make sure you are logged on.
  2. Navigate to the parent of the page you are creating.
  3. In the red-orange Sub-pages section at the top of your screen, click the "Add sub-page" tab.
  4. Enter a name for your page in the "Page name" field. The name should be descriptive because:
    • The page name is what appears at the top of your window.
    • The page name appears in the navigation bar.
    • The page name is used in compiling search results.
  5. Enter a URL in the "URL" field.
    • The URL determines the web address for the page.
  6. Scroll down and click the "Create sub-page" button.
    1. The screen now shows your blank page and asks you to add content.

Page Settings

Page Settings refers to a page's properties. These include the name, URL, permissions, appearance, and location in the navigation bar.

Page Name and URL

If at any time you wish to improve upon your choices for the page name and URL, you are able to do so.

  1. Make sure you are logged on.
  2. Navigate to the page who's name and/or URL you wish to change.
  3. Find the "Edit Console" in the top left of your window. Click the "Settings" tab.
    1. The screen now shows the page's current name and URL.
  4. To change the name and URL, simply modify the text in the appropriate fields.
  5. Scroll down and click the "Save settings" button.
    1. Above the text fields, a message appears to notify you that the settings have been saved.
  6. To return to viewing the page, go to the "Edit Console" and click the "Contents" tab.

Permissions

Permissions determine what access users have to the page. These range from not even being able to access the page, all the way to full editing privileges.

Hierarchy

Information on the page level permissions hierarchy can be found at Monster Menus Permissions.

How to Change

  1. Make sure you are logged on.
  2. Navigate to the page whose permissions you wish to edit.
  3. Find the "Edit Console" in the top left of your window. Click the "Settings" tab.
    1. The screen now shows 3 text fields.
  4. Below the text fields, click the "Permissions" link.
    1. The page owner's name and 4 new links appear.
  5. Click the link of the permissions level you wish to edit
  6. There are 2 ways to add users to this permissions set. You can:
    • Add individuals.
      1. Use the text field to search for a user. As you type, matches will appear below.
      2. Click on a person's name to add them to the list.
    • Add groups.
      1. Click the "Add" button.
        1. A new window pops up.
      2. Use the links to navigate to the group you wish to add.
      3. Once you've found the group, click the "Select" link to the right of the group's name to add them to the list.
        1. The extra window disappears.
  7. To change another permissions level, click its link and repeat the previous step.
  8. When you are done, scroll down and click the "Save settings" button.
    1. All the menus close and above the text fields, a message appears to notify you that the settings have been saved.
  9. To return to viewing the page, go to the "Edit Console" and click the "Contents" tab.

Appearance

What does it look like?

Theme

General appearance

Email Newsletter Themes

Menu Appearance

Does it show up in the nav bar?

Menu Order

When creating a page in Drupal, it is automatically placed in the appropriate level of navigation. However, pages are inserted in alphabetical order by default. It is important to be able to organize navigation in the order you want.

  1. Make sure you are logged on.
  2. Navigate to the page who's menu you wish to reorder.
  3. Find the "Edit Console" in the top left of your window. Click the "Settings" tab.
    1. A new list of options appears.
  4. Click the "Reorder menu" tab.
    1. The screen now shows the page name of each page appearing in your navigation, each with the standard move icon to its left.
  5. Use the icons to drag the page names into the order you want them to appear in navigation.
  6. When you're done, click the "Save configuration" button.
    1. A message appears to notify you that the menu has been reordered.
  7. To return to viewing the page, go to the "Edit Console" and click the "Contents" tab.

Page Regions

Most of the content you create will be added to the "content" region in the middle of the page. However, you can add other editable regions to your pages, enabling you to use more of the space on this design.

Sidebar

Sidebar content is created using the "Text for Right Column" block. This block will look up in the page tree until it find a page with content in the block. That content will then be displayed at the current level of the tree. To override Text for Right Column content from a higher level in the tree, create a new page at the current level with this menu appearance.

For example, if this is your site hierarchy the content on the rightcolumn page will be displayed in the sidebar of all three departments:

  • Home
    • Academics
      • rightcolumn (Using Text for Right Column menu appearance)
      • Biology
      • Chemistry
      • Economics

To create a custom sidebar for Chemistry, create a new rightcolumn page at that level:

  • Home
    • Academics
      • rightcolumn (Using Text for Right Column menu appearance)
      • Biology
      • Chemistry
        • rightcolumn (Using text for Right Column menu appearance)
      • Economics

To create a page using this menu appearance:

  1. Navigate to the level in the site information architecture where you wish to create sidebar content.
  2. Click Settings
  3. Click Add sub-page
  4. Enter a page name. We recommend "Sidebar Content", but you may use whatever name you like.
    **NOTE: If the page name already has a name, go back and click on the ADD SUB-PAGE TAB.
  5. Enter a URL name. We recommend "sidebar", but you may use whatever name you like.
    **NOTE: If it already has a url, go back and click on the ADD SUB-PAGE TAB.
  6. Expand Appearance.
  7. Expand Menu appearance.
  8. Under "Location on screen" choose "Text for right column".
  9. Make other page settings, such as Permissions as you normally would for a new page.
  10. Click Create sub-page.

You can now add content to the sidebar using content types as you normally would for page content. The content you add here will be displayed in the Sidebar. You should also now see an Edit link in the Sidebar. This will allow you to return to content editing for Sidebar content at this level and any other where this Text for Right Column page will be displayed.

Carousel

Created using the "Carousel" block, this region displays content in a scrolling bar at the bottom of the page. This block will look up in the page tree until it find a page with content in the block. That content will then be displayed at the current level of the tree. To override Carousel content from a higher level in the tree, create a new page at the current level with this menu appearance.

For example, if this is your site hierarchy the content on the rightcolumn page will be displayed in the sidebar of all three departments:

  • Home
    • Academics
      • carousel (Using Carousel menu appearance)
      • Biology
      • Chemistry
      • Economics

To create a custom sidebar for Chemistry, create a new carousel page at that level:

  • Home
    • Academics
      • carousel (Using Carousel menu appearance)
      • Biology
      • Chemistry
        • carousel (Using Carousel menu appearance)
      • Economics

To create a page using this menu appearance:

  1. Navigate to the level in the site information architecture where you wish to create carousel content.
  2. Click Settings
  3. Click Add sub-page
  4. Enter a page name. We recommend "Carousel", but you may use whatever name you like.
  5. Enter a URL name. We recommend "carousel", but you may use whatever name you like.
  6. Expand Appearance.
  7. Expand Menu appearance.
  8. Under "Location on screen" choose "Carousel".
  9. Make other page settings, such as Permissions as you normally would for a new page.
  10. Click Create sub-page.

You can now add content to the carousel using content types as you normally would for page content. The content you add here will be displayed in the Carousel. Scroll to the left edge of the Carousel to see the Edit link for the Carousel. This will allow you to return to content editing for content at this level and any other where this Carousel page will be displayed.

Content Types

Drupal organizes information into Content Types, which have a unique list of fields and a distinct way to display the content. For example, a content type for a news story might have fields for a title, the body of the story, and a dateline. A content type for a user profile might have fields for the person's job title, email address, and telephone number. Drupal organizes the information in these fields and displays them on the site.

This section describes each of the types of content available on our site.

  1. Basic Content
  2. Facebook Element
  3. File Upload
  4. Frequently Asked Question
  5. Gallery
  6. Google Calendar
  7. Instagram
  8. MiddLab Widget
  9. News
  10. Profile
  11. Promotional Calendar
  12. Quick Access
  13. Redirector
  14. RSS feed
  15. Slideshow
  16. Story
  17. Subpage list
  18. Webform

Managing Content

Once a content piece is created and saved, you can always go back and change it. You can edit the content, change the content permissions, adjust the scheduling, set what pages the content appears on, and reorder content on the page. Note: These tasks can also be done while initially creating the content.

Edit Content

When a content piece is created, you can change anything that could also have been initially done during the creation of the content. To do this:

  1. Make sure you are logged on.
  2. Navigate to the page containing the content you wish to edit.
  3. Scroll below the content piece you wish to edit and click the "Edit" link.
    1. You are now in the editing interface for this content piece.
  4. Make the desired changes to your content.
  5. When you are done editing the content, scroll down and click the "Save" button.
    1. The screen returns to "View" mode.

Links

Drupal Editing Links.png

Creating a New Link

  1. Highlight the text you wish to be the link.
  2. Click the "Insert/edit link" button. It looks like a chain link. It is the button on the left in the image above.
    1. The "Insert/edit link" console appears on your screen.
  3. In the "Link URL" text field, put in the URL for the page you wish to link to.
  4. Click the "Insert" button.
    1. The "Insert/edit link" console disappears.
  5. When you are done editing the content, scroll down and click the "Save" button.
    1. The screen returns to "View" mode.

Creating a Link Anchor

  1. Highlight the text you wish to be the anchor target.
  2. Click the "Insert/Edit Anchor" button. It looks like a boat anchor. It is the button on the right in the image above.
  3. In the "Anchor Name" field type a single word to describe your anchor. Do not include the pound (#) symbol in the Anchor Name.
  4. Click the Insert button.
  5. Now highlight the text that you wish to be the link to the anchor.
  6. Click the "Insert/edit link" button. It looks like a chain link. It is the button on the left in the image above.
  7. In the "Link URL" field type the pound (#) symbol and then the word that you entered in step 3.
  8. Click the Insert button.

Removing a Link

  1. Highlight all of the text in the link you wish to remove.
  2. Click the "Unlink" button. It looks like a broken chain link. It is the button in the middle in the image above.

Changing a Link

Follow the directions in the "Creating a New Link" section above. The text you highlight initially will be the full text of the existing link.

Having a Link Open in a New Window or Tab

We strongly advise against setting a link to open in a new window or tab. This interrupts the user's experience. If they wish to get back to your site, most people prefer to use the Back button, which opening a link in a new window breaks. By default, links to sites outside of "www.middlebury.edu" will open in a new browser window or tab when someone clicks on them. If you would like to change this behavior for one of your links:

  1. Highlight the text you wish to be the link.
  2. Click the "Insert/edit link" button. It looks like a chain link.
  3. Click the "Target" menu and select "Open in this window / frame".
  4. Click Update.

Images

Note: These instructions apply to the "Basic Content" and "Story" content types.

  1. Make sure you are logged on and in the editing interface for the content you wish to edit.
  2. Click in your text in the area you wish to add an image.
  3. Click the "Insert file upload" button. It's the 1st button in the 3rd row.
    1. The "Insert file upload" console appears on your screen.
  4. Use the links the find the files on the "File Uploads" page.
  5. Click the image you wish to use.
    1. A new window appears.
  6. Use this screen to set the properties you want for the image. These cannot be changed later.
  7. When you're done setting the properties, click the "Insert" button.
    1. The window disappears.
  8. To edit the image's settings, make sure it is selected and click the "Insert/edit image" button. It's the 2nd button in the 3rd row.
    1. A new window appears.
  9. Click the appearance tab.
    1. You now see the image's appearance settings.
  10. Edit the image as required.
  11. When you're done editing the image settings, click the "Update" button.
    1. The window disappears.
  12. When you are done editing the content, scroll down and click the "Save" button.
    1. The screen returns to "View" mode.

Video

Note: These instructions apply to the "Basic Content" and "Story" content types.

Videos can be pulled from just about anywhere on the web, including YouTube and MiddTube. The syntax for inserting videos is:[video:URL width:value height:value align:value autoplay:value autorewind:value loop:value image:URL]. The video URL is the address of the site you found the video on. Accepted values for width and height are numbers. Accepted values for align are left and right. Accepted values for autoplay, autorewind and loop are 0 (false) and 1 (true). The image URL is used to change the "splash image" or the image show in the player when the video is not playing. Other than the video URL, all attributes are optional. To insert a video:

  1. Make sure you are logged on and in the editing interface for the content you wish to edit.
  2. Click in the text where you want to add a video.
  3. Enter the line of code above, [video:URL width:value height:value align:value], inputting the desired URL and appropriate values.
  4. When you are done adding the video, scroll down and click the "Save" button.
    1. The screen returns to "View" mode.

YouTube Playlists

You can add a YouTube playlist by adding the playlist ID in the video URL. For example:

[video:http://www.youtube.com/watch?v=DaCP2kdYA4A&p=17B9CA1B31A33C5E]

or

[video:http://www.youtube.com/watch?v=DaCP2kdYA4A&list=17B9CA1B31A33C5E]

In these examples, the playlist ID follows the "p=" or "list=" parts of the URL.

HTML5 Video

Videos from MiddMedia will appear using the browser's built-in video player in the following browsers:

  1. Safari
  2. Mobile Safari for the iPad and iPhone

Audio from MiddMedia will appear using the browser's built-in video player in the following browsers:

  1. Safari
  2. Mobile Safari for the iPad and iPhone
  3. Chrome

Other browsers will fallback to using the Adobe Flash version of the player. Videos from YouTube will play using a player from that site that detects the correct player type to use based on the browser and YouTube user preferences.

Ustream Video

To embed a Ustream video (or channel) use the following syntax: [video:URL] To obtain the correct URL, visit the Ustream channel, click on the Share button and select the Embed option <>. Highlight and copy the URL that has the word /embed/. Insert this link on your Drupal page using the following syntax: [video:http://www.ustream.tv/embed/13154933]

Locations

You can "geo-tag" your content to let people know that it is about a specific place. This is something you might want to do with a news story about student activity in an interesting location, or a program description of a course at a school abroad. This information can then be used to build a dynamic map of the different locations where your content appears. Send us an email if you're interested in creating this type of map. To add a location to your content:

  1. When editing a piece of content, expand the Locations and then Location section at the bottom of the form.
  2. Enter the address information for your locations. For most countries, this will automatically be translated into a Latitude and Longitude when you save the content.
  3. Click Save.

Meta Tags

[Meta Tags] can be used to supply additional information about your content to search engines and other programs accessing your content "behind-the-scenes". They are now shown on your page, but do appear in the HTML source of the page. The Meta Description is used by Facebook when you link to a page from that site. It is also often shown below the page link in search result pages in Google, Yahoo, and Bing.

Because Meta Tags are added to nodes and we often show multiple nodes on each page, they will only work for individual nodes, like individual news stories. If you do not enter a Meta Description, one will be created for your content using the first few sentences from the content body.

To edit the Meta Keywords or Meta Description:

  1. Click the Edit link below the content.
  2. Expand the Meta tags section near the bottom of the edit form.
  3. Enter values for the keywords and/or description fields.
  4. Click Save.

Permissions

Hierarchy

Information on the content level permissions hierarchy can be found at Monster Menus Permissions.

How to Change

  1. Make sure you are logged on.
  2. Navigate to the page containing the content who's permissions set you wish to change.
  3. Scroll below the content piece you wish to alter permissions for and click the "Edit" link.
    1. You are now in the editing interface for this content piece.
  4. Scroll down and click the "Who can edit or delete this content" link above the "Save" button.
    1. The list of users with editing privileges appears.
  5. There are 2 ways to add users to this permissions set. You can:
    • Add individuals.
      1. Use the text field to search for a user. As you type, matches will appear below.
      2. Click on a person's name to add them to the list.
    • Add groups.
      1. Click the "Add" button.
        1. A new window pops up.
      2. Use the links to navigate to the group you wish to add.
      3. Once you've found the group, click the "Select" link to the right of the group's name to add them to the list.
        1. The extra window disappears.
  6. When you are done setting the permissions set, scroll down and click the "Save" button.
    1. The screen returns to "View" mode.

Appearance

You have control over 2 appearance features for content. You can choose to make it sticky at the top of the page, and you can change its attribution style.

Sticky

Each time you add or edit a piece of content, it is placed at the top of the page, above any other existing content. By default, content is not sticky, but making content sticky at the top of the page forces it to remain above any other content. To control whether or not content is sticky:

  1. Make sure you are logged on.
  2. Navigate to the page containing the content who's stickiness you wish to change.
  3. Scroll below the content piece you want to make sticky and click the "Edit" link.
    1. You are now in the editing interface for this content piece.
  4. Scroll down and click the "Appearance" link.
    1. You now see the content's appearance properties.
  5. To make the content sticky, make sure the checkbox to make the content sticky at the top of the page is checked.
  6. When you are done altering the stickiness, scroll down and click the "Save" button.
    1. The screen returns to "View" mode.

Attribution

Each piece of content created stores information on who created it and when it was created. By default, content displays a message indicating the user that submitted the content. To change the attribution message:

  1. Make sure you are logged on.
  2. Navigate to the page containing the content who's attribution message you wish to change.
  3. Scroll below the content piece you want to modify and click the "Edit" link.
    1. You are now in the editing interface for this content piece.
  4. Scroll down and click the "Appearance" link.
    1. You now see the content's appearance properties.
  5. Use the "Attribution style" dropdown menu to change the attribution message.
  6. When you are done altering the attribution message, scroll down and click the "Save" button.
    1. The screen returns to "View" mode.

Scheduling

Scheduling a piece of content allows you to control when the content is published. This allows you to set a future start date for it to appear on your site, as well as a date for it to be automatically removed from your page. Scheduling is particularly effective for temporary content, or content that gets reused based on a schedule. To set publish dates:

  1. Make sure you are logged on.
  2. Navigate to the page containing the content you wish to schedule.
  3. Scroll below the content piece you wish to schedule and click the "Edit" link.
    1. You are now in the editing interface for this content piece.
  4. Scroll down and click the "Scheduling" link above the "Save" button.
    1. New text fields appear for setting publish dates and times.
  5. Type the necessary dates and times into the "Publish on" and "Unpublish on" text fields.
  6. When you are done setting publish dates for the content, scroll down and click the "Save" button.
    1. The screen returns to "View" mode.

Pages

If you have content you want to appear on multiple pages, you still only have to create it once. Once it is created, use the following instructions to make it appear on all other desired pages.

  1. Make sure you are logged on.
  2. Navigate to the page containing the content you wish to duplicate.
  3. Go below the content piece and click the "Edit" link.
    1. The screen now shows the editing interface for your content.
  4. Scroll down if necessary and click the "Pages" link above the "Save" button.
    1. A list of the pages that display this content appears, along with 3 new buttons.
  5. You can:
    • Add a page.
      1. Click the "Add..." button.
        1. A window appears with an index of the entire site.
      2. Navigate to the page you wish to add the content to and click the "Select" link on the right hand side.
        1. The window disappears and the new page is added to the list.
    • Replace a page.
      1. Click the name of the page you wish the content to no longer appear on.
      2. Click the "Replace..." button.
        1. A window appears with an index of the entire site.
      3. Navigate to the page you wish to add the content to and click the "Select" link on the right hand side.
        1. The window disappears and the new page is added to the list while the old one has been removed.
    • Delete a page.
      1. Click the name of the page you wish the content to no longer appear on.
      2. Click the "Delete" button.
        1. The name of the page is removed from the list.
  6. When you are done managing the pages, click the "Save" button.
    1. The screen returns to "View" mode.

Reordering

Each time you add or edit a piece of content, it is placed at the top of the page, above any other existing content. To get content to appear in the order you want, you must reorder it yourself. Note: If any content has been made sticky, it will always appear above all other content. If multiple pieces of content are sticky, you can reorder the sticky and non-sticky sections of your page separately.

  1. Make sure you are logged on.
  2. Navigate to the page who's content you wish to reorder.
  3. Find the "Edit Console" in the top left of your window. Click the "Reorder" tab.
    1. The screen now shows the name and type of all content pieces on the page, each with the standard move icon to its left.
  4. Use the icons to drag the content pieces into the order you want them to appear on the page.
  5. When you're done, click the "Save configuration" button.
    1. A message appears to notify you that the contents have been reordered.
  6. To return to viewing the page, go to the "Edit Console" and click the "View" tab.

To change the order of items in a sidebar or other non-center content region, click on the "Edit" link above that region (or to the left for the Carousel) and follow the steps above.

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