Middlebury

Difference between revisions of "Editing in Drupal"

(File upload)
(Adding Static Content)
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=== Creating ===
 
=== Creating ===
 +
 +
<ol>
 +
<li>Make sure you are logged on.</li>
 +
<li>Navigate to the "File Uploads" page.</li>
 +
<li>Locate the "Edit Console" in the top left of the screen. Click the "Add" tab.</li>
 +
<ol type="a">
 +
<li>The screen now lists all the content types.</li>
 +
</ol>
 +
<li>Click the "File upload" link.</li>
 +
<ol type="a">
 +
<li>The screen now shows the "File upload" editing interface.</li>
 +
</ol>
 +
<li>In the "Title" text field, give your file a title.</li>
 +
<ul>
 +
<li>A title is optional, but recommended.</li>
 +
</ul>
 +
<li>In the "Caption" text field, type a caption.</li>
 +
<ul>
 +
<li>A caption is optional.</li>
 +
</ul>
 +
<li>To upload a file, click the "Browse..." button.</li>
 +
<ul>
 +
<li>A window to navigate your hard drive appears.</li>
 +
</ul>
 +
<li>Find the file you wish to upload and click the "Open" button.</li>
 +
<ul>
 +
<li>The window disappears.</li>
 +
</ul>
 +
<li>If necessary, alter the appearance, set publish dates, and set permissions lists.</li>
 +
<ul>
 +
<li>Instructions on [https://mediawiki.middlebury.edu/wiki/LIS/Editing_in_Drupal#Appearance_2 appearance], [https://mediawiki.middlebury.edu/wiki/LIS/Editing_in_Drupal#Scheduling scheduling] and [https://mediawiki.middlebury.edu/wiki/LIS/Editing_in_Drupal#Permissions_2 permissions] can be found below.</li>
 +
</ul>
 +
<li>When you are done uploading the file, scroll down and click the "Save" button.</li>
 +
<ol type="a">
 +
<li>The screen returns to "View" mode.</li>
 +
</ol>
 +
</ol>
 +
  
 
== Basic Content  ==
 
== Basic Content  ==
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<li>Instructions on adding [https://mediawiki.middlebury.edu/wiki/LIS/Editing_in_Drupal#Links links], [https://mediawiki.middlebury.edu/wiki/LIS/Editing_in_Drupal#Images images], and [https://mediawiki.middlebury.edu/wiki/LIS/Editing_in_Drupal#Video video] can be found below.</li>
 
<li>Instructions on adding [https://mediawiki.middlebury.edu/wiki/LIS/Editing_in_Drupal#Links links], [https://mediawiki.middlebury.edu/wiki/LIS/Editing_in_Drupal#Images images], and [https://mediawiki.middlebury.edu/wiki/LIS/Editing_in_Drupal#Video video] can be found below.</li>
 
</ul>
 
</ul>
<li>If necessary, set publish dates and set permissions lists.</li>
+
<li>If necessary, alter the appearance, set publish dates, and set permissions lists.</li>
 
<ul>
 
<ul>
 
<li>Instructions on [https://mediawiki.middlebury.edu/wiki/LIS/Editing_in_Drupal#Appearance_2 appearance], [https://mediawiki.middlebury.edu/wiki/LIS/Editing_in_Drupal#Scheduling scheduling] and [https://mediawiki.middlebury.edu/wiki/LIS/Editing_in_Drupal#Permissions_2 permissions] can be found below.</li>
 
<li>Instructions on [https://mediawiki.middlebury.edu/wiki/LIS/Editing_in_Drupal#Appearance_2 appearance], [https://mediawiki.middlebury.edu/wiki/LIS/Editing_in_Drupal#Scheduling scheduling] and [https://mediawiki.middlebury.edu/wiki/LIS/Editing_in_Drupal#Permissions_2 permissions] can be found below.</li>
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</ol>
 
</ol>
 
<li>In the "URL" text field, type in the address of a website with more information on this story.</li>
 
<li>In the "URL" text field, type in the address of a website with more information on this story.</li>
<li>If necessary, set publish dates and set permissions lists.</li>
+
<li>If necessary, alter the appearance, set publish dates, and set permissions lists.</li>
 
<ul>
 
<ul>
 
<li>Instructions on [https://mediawiki.middlebury.edu/wiki/LIS/Editing_in_Drupal#Appearance_2 appearance], [https://mediawiki.middlebury.edu/wiki/LIS/Editing_in_Drupal#Scheduling scheduling] and [https://mediawiki.middlebury.edu/wiki/LIS/Editing_in_Drupal#Permissions_2 permissions] can be found below.</li>
 
<li>Instructions on [https://mediawiki.middlebury.edu/wiki/LIS/Editing_in_Drupal#Appearance_2 appearance], [https://mediawiki.middlebury.edu/wiki/LIS/Editing_in_Drupal#Scheduling scheduling] and [https://mediawiki.middlebury.edu/wiki/LIS/Editing_in_Drupal#Permissions_2 permissions] can be found below.</li>

Revision as of 11:53, 9 October 2009

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 is 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.

Logging on flash tutorial.

  1. Navigate to your department's main page
  2. Scroll to the bottom and click the "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 your departmental main page.
  5. You may begin editing.

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

Adding a page flash tutorial.

  1. Make sure you are logged on.
  2. Navigate to the parent of the page you are creating.
  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 "Add sub-page" tab.
  5. 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.
  6. Enter a URL in the "URL" field.
    • The URL determines the web address for the page.
  7. 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

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.

Adding Static Content

There are 3 types of static content you can add to your page: Basic Content, File upload, Story. While basic content (and occasionally stories) will be the load-bearing portion of your pages, some of its features cannot be taken advantage of without first knowing how to upload files so we will cover this first.

File upload

You can upload the following file types to your site: aif, aiff, avi, csv, dcr, doc, docx, flv, gif, gz, html, jp2, jpeg, jpg, kml, kmz, mov, mp3, mp4, mpeg, mpg, mxd, nb, pdb, pdf, pmf, png, ppt, pptx, rtf, sit, swf, tar, txt, wav, wma, wmv, wpd, xls, xlsx, zip.

When uploading images, they appear on the page with the title and caption you assign them. Other types of files also show the title and caption, but rather than show the file, a link is provided to access it.

Each department has had a special page created for them for file uploads. It is highly encouraged that all uploaded files be placed on this page so everyone knows where to find them. The instructions below assume that this advice has been followed.

Creating

  1. Make sure you are logged on.
  2. Navigate to the "File Uploads" page.
  3. Locate the "Edit Console" in the top left of the screen. Click the "Add" tab.
    1. The screen now lists all the content types.
  4. Click the "File upload" link.
    1. The screen now shows the "File upload" editing interface.
  5. In the "Title" text field, give your file a title.
    • A title is optional, but recommended.
  6. In the "Caption" text field, type a caption.
    • A caption is optional.
  7. To upload a file, click the "Browse..." button.
    • A window to navigate your hard drive appears.
  8. Find the file you wish to upload and click the "Open" button.
    • The window disappears.
  9. If necessary, alter the appearance, set publish dates, and set permissions lists.
  10. When you are done uploading the file, scroll down and click the "Save" button.
    1. The screen returns to "View" mode.


Basic Content

The "Basic Content" type will most likely be the content type you use most. It consists of a title and a body section.

Creating

  1. Make sure you are logged on.
  2. Navigate to the page you wish to add content to.
  3. Locate the "Edit Console" in the top left of the screen. Click the "Add" tab.
    1. The screen now lists all the content types.
  4. Click the "Basic Content" link.
    1. The screen now shows the "Basic Content" editing interface.
  5. In the "Title" text field, give your content a title. The title should:
    • Accurately convey what information can be found in this content.
    • Front load key words. Users often read only the first few words of a title before deciding if the information they want can be found there.
  6. In the "Body" text field, type your content.
  7. To style an opening paragraph, highlight the text to style and use the "Styles" dropdown menu. The opening paragraph should:
    • Summarize what can be found in this content. Users rarely read more than a couple lines before deciding to move on if it is not clear that the information they want can be found there.
    • Be no more than a few sentences
  8. To format a heading, highlight the text to format and use the "Format" dropdown menu.
  9. Add the necessary links, images, and videos.
  10. If necessary, alter the appearance, set publish dates, and set permissions lists.
  11. When you are done adding the content, scroll down and click the "Save" button.
    1. The screen returns to "View" mode.

Story

A "Story" is almost identical to a "Basic Content" in how it is created and how it appears. However, a "Story" is intended to be no more than a few sentences is length. It also has 2 additional features: a location and a link to more information.

Creating

  1. Make sure you are logged on.
  2. Navigate to the page you wish to add content to.
  3. Locate the "Edit Console" in the top left of the screen. Click the "Add" tab.
    1. The screen now lists all the content types.
  4. Click the "Story" link.
    1. The screen now shows the "Story" editing interface.
  5. In the "Title" text field, give your content a title.
  6. In the "Body" text field, type your content.
  7. Add the necessary links, images, and videos.
  8. Adding a location is optional. If you wish to add a location, click the "Location" link below the "Body" text field.
    1. A new list of options appears. Filling in this information will cause it to appear with your story, as well as a link to a map of your location.
  9. In the "URL" text field, type in the address of a website with more information on this story.
  10. If necessary, alter the appearance, set publish dates, and set permissions lists.
  11. When you are done adding the content, scroll down and click the "Save" button.
    1. The screen returns to "View" mode.

Adding Dynamic Content

RSS Feed

The "RSS feed" type can be used to dynamically pull headlines from other places. You can pull RSS feeds from anywhere on the web, page feeds from within the Middlebury site, or tag feeds from within the Middlebury site.

Creating

  1. Make sure you are logged on.
  2. Navigate to the page you wish to add content to.
  3. Locate the "Edit Console" in the top left of the screen. Click the "Add" tab.
    1. The screen now lists all the content types.
  4. Click the "RSS feed" link.
    1. The screen now shows the "RSS feed" editing interface.
  5. In the "Title" text field, give your content a title. The title should:
    • Accurately convey what type of information is being pulled by this feed.
  6. Click the button of the type of feed you wish to add
  7. Choose the source of your feed.
  8. Repeat the previous 2 steps for any other feeds you wish to add to this content block on your page.
    • If you have multiple feeds, you can reorder them with the icons below their titles.
  9. In the "Feed display options" box, you can:
    • Use the dropdown menu to choose how many headlines to display at once.
    • Use the checkboxes to control the appearance of the feed.
    • Use the radio buttons to control how the feeds are sorted.
  10. If necessary, set publish dates and set permissions lists.
  11. When you are done adding the content, scroll down and click the "Save" button.
    1. The screen returns to "View" mode.

Gallery

Creating

Webform

The "Webform" has the most complicated of all the editing interfaces. It's interface has two sections, signified by 2 tabs in the "Edit Console." The tabs are "Configuration" and "Form components."

Configuration

This section of the interface controls properties of the form. In addition to the settings available for all content types, their are 5 sets of properties you can control. As always, instructions on appearance, scheduling and permissions can be found below.

Webform Settings

  1. In the "Title" text field, give your form a title.
  2. In the "Description" text field, add a brief description of your form. The description:
    • Is optional, but can be helpful to users in filling out the form.
    • Appears just below the title, above any form components.
  3. In the "Confirmation message or redirect URL" text field, input either a message or URL.
    • This section is optional.
    • An inputted message will appear after a user submits the form.
    • A redirect URL will bring a user to that page after submitting the form.
    • Leaving it blank gives a default message of completion after a user submits the form.

Webform Access Control

This area controls who can fill out and submit the form. By default, both boxes are checked, meaning anyone in the world can submit a completed form. To allow only Middlebury-affiliated users to complete the form, uncheck the "anonymous user" checkbox. Users now have to log in to complete the form, so users without Middlebury accounts will not have access.

Webform Mail Settings

This section controls who (if anyone) is given email notification of submitted forms, and how the email appears. You can control the name the email is sent from, the address the email is sent from, and the subject of the email.

Webform Advanced Settings

This area allows you to limit user submissions. By default, a user can submit an unlimited number of responses, but you can restrict them to a specified number of submissions over a specified amount of time.

This section also allows to to change the text of the button users click to submit completed copies of the form.

Who Can Read Data Submitted to This Webform

This section gives you control over who can see submitted copies of the form. The process of controlling who has access is the same as assigning permissions.

Form Components

Note: When you first create your form and save the configuration, you are immediately brought to the page to add components. Any time you come back to edit components in your form, you must click the "Form components" tab in the "Edit Console."


To add a component:

  1. Give the component a unique name. The name:
    • Appears in bold above the interactive part of the component.

Date

Email

Fieldset

File

Grid

Hidden

Markup

Pagebreak

Select

Textarea

Textfield

Time

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

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

Images

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

How to add images and edit settings.

Video

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.