SPH Training Manual D01 · 2014-09-19 · Training | Drupal | 12 SPH Drupal Training: Revision D00 The Canton Group Overview This is the training guide for the University of Maryland

TrainingDrupal Training Manual

Content Management and AdministrationPrepared for: University of Maryland, School of Public Health

Created By:

The Canton Group2920 O’Donnell StreetBaltimore, Maryland 21224

tel: 410.675.5708fax: 410.675.5111www.cantongroup.com

Training | Drupal | 2

SPH Drupal Training: Revision D00

The Canton Groupwww.cantongroup.com

Table of ContentsTraining ............................................................................................................................... ......................... 1

Drupal Training Manual ............................................................................................................................... . 1

Content Management and Administration............................................................................................... 1

Overview ............................................................................................................................... ...................... 12

Content ............................................................................................................................... .................... 12

Function ............................................................................................................................... ................... 12

Configuration ............................................................................................................................... ........... 12

Frequently Asked Questions (FAQ)......................................................................................................... 12

Other ............................................................................................................................... ........................ 12

Content ............................................................................................................................... ........................ 12

Content Home............................................................................................................................... ........ 14

Header and Footer(s) ...................................................................................................................... 14

Main Menu............................................................................................................................... ....... 14

Slideshow (Hero)............................................................................................................................. 14

Audience Tabs............................................................................................................................... ..14

Highlight Blocks............................................................................................................................... 14

News & Events Blocks ..................................................................................................................... 15

Content Header......................................................................................................................... ............ 16

Content Footer............................................................................................................................... ....... 17

SPH RESOURCES ............................................................................................................................... ...17

UMD RESOURCES............................................................................................................................... .17

UMD Block (Right)............................................................................................................................... 17

Content – Main Menu............................................................................................................................. 18

About Us ............................................................................................................................... .............. 19

School at a Glance........................................................................................................................... 19

Mission and Vision .......................................................................................................................... 19

Dean's Welcome ............................................................................................................................. 19




Lecture Series............................................................................................................................... ...19

History............................................................................................................................... .............. 19

Administrative Offices..................................................................................................................... 19

Diversity ............................................................................................................................... ........... 19

Faculty Directory ............................................................................................................................. 19

Employment............................................................................................................................... .....19

Visitor Information.......................................................................................................................... 19

SPH Faculty and Hours .................................................................................................................... 19

SPH Alumni Chapter........................................................................................................................ 19

Accreditation............................................................................................................................... ....19

Contact Us............................................................................................................................... ........ 19

Academics ............................................................................................................................... ............ 20

Admissions ............................................................................................................................... ....... 20

Course Catalog.............................................................................................................................. 20

Degrees and Programs.................................................................................................................... 20

Training Programs ........................................................................................................................... 20

Academic Calendar ......................................................................................................................... 20

Lecture Series............................................................................................................................... ...20

SPH Directory ............................................................................................................................... ...20

Student Services Center.................................................................................................................. 20

Public Health Sciences Program at Shady Grove ............................................................................ 20

SPH Faculty and Hours .................................................................................................................... 20

Internships ............................................................................................................................... ....... 20

Departments ............................................................................................................................... ........ 21

Behavioral and Community Health ................................................................................................. 21

Epidemiology and Biostatistics ....................................................................................................... 21

Family Science............................................................................................................................... ..21

Health Services Administration....................................................................................................... 21

Kinesiology ............................................................................................................................... ....... 21




Maryland Institute for Applied Environmental Health ................................................................... 21

Research............................................................................................................................... ............... 22

Centers ............................................................................................................................... ............. 22

Research Grants .............................................................................................................................. 22

Faculty Experts ............................................................................................................................... .22

Laboratories ............................................................................................................................... .....22

Research News............................................................................................................................... .22

New Releases ............................................................................................................................... ...22

Research Resources ........................................................................................................................ 22

Public Health Research@Maryland ................................................................................................ 22

People ............................................................................................................................... .................. 23

People ............................................................................................................................... .............. 23

Faculty ............................................................................................................................... .............. 23

Staff ............................................................................................................................... .................. 23

Graduate Students .......................................................................................................................... 23

Student Profiles............................................................................................................................... 23

Community............................................................................................................................... ........... 24

Community............................................................................................................................... ....... 24

Alumni & Friends............................................................................................................................. 24

Community Partnerships ................................................................................................................ 24

Transforming Health in Prince George's County............................................................................. 24

Global Health Opportunities ........................................................................................................... 24

Academic Partnerships ................................................................................................................... 24

Workforce Development ................................................................................................................ 24

News ............................................................................................................................... .................... 25

News........................................................................................................................... ..................... 25

Press Releases ............................................................................................................................... ..25

Features ............................................................................................................................... ........... 25

SPH in the News .............................................................................................................................. 25




E Newsletter ............................................................................................................................... ....25

Events............................................................................................................................... ............... 25

Multimedia............................................................................................................................... ....... 25

SPH Block.......................................................................................................................... ............... 25

Giving ............................................................................................................................... ....................... 27

Giving Opportunities ....................................................................................................................... 27

Public Health Donors ...................................................................................................................... 27

Ways to Give ............................................................................................................................... ....27

Data (Content Types) ............................................................................................................................... ...28

Audience Navigation Item....................................................................................................................... 28

Basic Page Global ............................................................................................................................... ...28

Blog entry............................................................................................................................... ................. 33

Community Partnerships ........................................................................................................................ 34

Degrees & Programs ............................................................................................................................... 38

Department Basic Page........................................................................................................................... 42

Event ............................................................................................................................... ........................ 45

Faculty Bio............................................................................................................................... ................ 51

Internship............................................................................................................................... ................. 61

Laboratory Resources ............................................................................................................................. 61

Multimedia............................................................................................................................... ............... 65

News ............................................................................................................................... ........................ 68

Research Projects/Grant ......................................................................................................................... 74

Slideshow ............................................................................................................................... ................. 81

SPH in the News ............................................................................................................................... ....... 83




........................... 87

Spotlight ............................................................................................................................... ................... 87

Staff Bio............................................................................................................................... .................... 91

Student Alumni Bio............................................................................................................................... ..95

Student Profile ............................................................................................................................... ......... 99




............................................................................................................................... ............................... 103

Taxonomy............................................................................................................................... ............... 104




Listing Terms ............................................................................................................................... ......104

Adding Taxonomy Terms .................................................................................................................. 106

Editing Vocabulary ............................................................................................................................ 107

Current Taxonomy Categories .......................................................................................................... 108

Campuses ............................................................................................................................... .......108

Community Partnership Groups ................................................................................................... 108

Events Types ............................................................................................................................... ..108

Expertise/Focus Area Tags ............................................................................................................ 109

Faculty Groups .............................................................................................................................. 109

Funding Organizations .................................................................................................................. 109

Landing Pages.......................................................................................................................... .......... 1

Media Folders ............................................................................................................................... .... 1

News Categories ............................................................................................................................... 1

News Type............................................................................................................................... .......... 1

Organization............................................................................................................................... ....... 1

Type of Resource............................................................................................................................... 2

Function ............................................................................................................................... ......................... 2

Newsletter............................................................................................................................... .................. 2

Internship............................................................................................................................... ................... 2

News ............................................................................................................................... .......................... 3

Events............................................................................................................................... ......................... 3

Entity Forms ............................................................................................................................... ............... 3

Twitter Feed............................................................................................................................... ........... 4

Configure............................................................................................................................... ........................ 6

User Account Management ...................................................................................................................... 6

Logging In ............................................................................................................................... ............... 6

Password Reset ............................................................................................................................... ...... 6

Change Existing Password..................................................................................................................... 7

Roles and Permissions.................................................................................................................... ........... 8




Key Roles Summary............................................................................................................................... 8

Administrator ............................................................................................................................... ......... 9

Anonymous User............................................................................................................................... .... 9

Authenticated User ............................................................................................................................... 9

Faculty ............................................................................................................................... .................... 9

Staff ............................................................................................................................... ...................... 10

Graduate Student............................................................................................................................... .10

Department Center/Administrator..................................................................................................... 10

CAS Authenticated User...................................................................................................................... 12

Permissions ............................................................................................................................... .......... 12

Managing Content .............................................................................................................................. 15

Shortcuts ............................................................................................................................... .............. 16

Admin Dashboard ............................................................................................................................... 17

Managing Content Type Fields ............................................................................................................... 17

Managing Fields ............................................................................................................................... ...19

Altering Content Type Fields............................................................................................................... 21

Making a Field Required ................................................................................................................. 21

Adding New Fields........................................................................................................................... 22

Changing the Display of a New or Existing Field ................................................................................. 22

Basic Page Layout (Regions and Blocks).................................................................................................. 23

Blocks ............................................................................................................................... ................... 23

Main Menu Block ............................................................................................................................ 23

Editing Blocks ............................................................................................................................... ...24

Left Hand Navigation Blocks ........................................................................................................... 28

News Room Blocks .......................................................................................................................... 30

Views............................................................................................................................... .................... 30

Menu Structure............................................................................................................................... ....35

Modifying the Menu Structure ....................................................................................................... 35

Adding Links to the Main Navigation.............................................................................................. 37




Nodequeues............................................................................................................................... ......... 37

Feeds Importers ............................................................................................................................... ...39

Modules ............................................................................................................................... ................... 39

Installation ............................................................................................................................... ........... 40

Updating Modules........................................................................................................................ ....... 41

Reports and Statistics.............................................................................................................................. 42

Available Updates ............................................................................................................................... 42

Managing and Processing 403 Errors.................................................................................................. 43

Managing and Processing 404 Errors.................................................................................................. 44

Reviewing the Drupal Log ................................................................................................................... 46

FAQ............................................................................................................................... ............................... 48

How do I login? ............................................................................................................................... ........ 48

Can I login using my CAS credentials?..................................................................................................... 48

Other ............................................................................................................................... ............................ 48

Managing Files ............................................................................................................................... ......... 48

Redirects ............................................................................................................................... .................. 49

Managing Redirects for Pages ............................................................................................................ 49

Managing Redirects for Other Resources ........................................................................................... 52

Using the Content Editor ........................................................................................................................ 52

HTML Heading Tags ............................................................................................................................ 53

Altering Font Size and Styles............................................................................................................... 53

Using Links ............................................................................................................................... ........... 53

Adding Images............................................................................................................................... ......55

Adding Content from Microsoft Office ............................................................................................... 58

Using Anchor Tags............................................................................................................................... 59

Embedding Media ............................................................................................................................... 59

File Attachments ............................................................................................................................... ..60

Input Formats............................................................................................................................... ....... 61

Using the CKFinder File Browser......................................................................................................... 61







OverviewThis is the training guide for the University of Maryland School of Public Health website. Information isprovided to guide the user in the administration of the site. The site is built on the Drupal 7 ContentManagement System (CMS). Information is divided into the following sections:

ContentThe content section describes the information architecture (navigational structure) and content type ofthe site. This section also describes the basic administration and editing of the sites menus and content.

FunctionThe function section describes the functionality or actions of the site. It will also describe anyadministration, either configuration or monitoring, of this functionality.

Configuration

This section describes the configuration of the site. The configuration is set during development and

should not normally require user changes. Information is provided here as a reference for the basic

configuration and key modules and features installed.

Frequently Asked Questions (FAQ)This section provides a quick reference to commonly needed items.

OtherThis section provides miscellaneous information specific to the site not captured in other sections.

ContentThe section below describes the information architecture, or content, of the site. Navigation (menus,sitemap) is contained in 3 key areas: (1) primary menu bar below the header (slideshow), (2) header andassociated utility menu and (3) footer links and menu.

HomeAbout UsAcademicsDepartmentsResearchPeopleCommunityNewsUtilityHeader




Footer

Additional navigation may be provided by (1) sidebar sub menus and (2) links within page content.Details of the actual data structures (content types) used to store the data contained in the next section(Data).




Content HomeThe section below describes the home page structure and content. A number of these elements providenavigational links.

Header and Footer(s)The header and footer elements shared throughout the site and are described separately.

Main MenuThe main menu is shared throughout the site and described separately.

Slideshow (Hero)Slideshow rotates through slides (slideshow content type) tagged as global and currently published.Each slide contains an image, title, summary text and a read more link URL.

Audience TabsFour tabs (full width display) are provided targeting specific audiences described below. Each tabconsists of (1) image, (2) text and (3) helpful links menu. Tabs are rendered using the QuickTabs moduleand associated view block. Individual tabs are created with the Audience Navigation Item content type.

Helpful links menu includes (1) What is Public Health? (2) Why Choose UMD?, (3) Admissions, (4)Degrees and Programs and (5) Financing Your Degree.

Rather than a text section, this tab provides 2 Helpful Links (menus): (1) undergraduate and (2)graduate. Undergraduate includes (1) Advising, (2) Become an SPH Major, (3) Get Involved in SPH, (4)Student Service Center, (5) Internships, (6) Orientation and (7) Registration. Graduate includes (1)Orientation, (2) Courses & Registration, (3) Student Engagement and (4) Career Resources.

Helpful links menu includes (1) SPH Alumni Chapter, (2) Alumni Events, (3) Giving Opportunities, (4)Ways to Give, and (5) Make a Gift Online.

Helpful links menu include (1) Community Partnerships

Highlight BlocksTwo (side by side on desktop) blocks are displayed: (1) profiles and (2) spotlights.

Single profile is displayed at random from the currently active profiles.




Single profile is displayed at random from the currently active spotlights.

News & Events BlocksTwo (side by side on desktop) blocks are displayed: (1) recent news and (2) recent events.

Displays the 3 most recent news articles in the global category. Link is included to a page with full newslisting (global SPH). An RSS feed is provided.

Displays the two most recent event postings in the global category. A link is included to a page with thefull event listing and related details. An RSS Feed and an iCal (Add to My Calendar) option are provided.




Content Header

LogoThe header provides a logo in the upper left which links to the home page.Utility MenuA utility menu in the upper right provides the following links:SPH CentersLink to the research centers page under the main Research menu.SPH DirectoryLink to the main People menu landing page.SPH ResourcesLink to a basic page listing the same SPH and UMD resource shown in the footer. See footer descriptionfor more detail.Student ServicesLink to the Student Services page under the Academics menu.CalendarLink to a SPH (global) level calendar in month view (landing on current month):http://sph.umd.edu/global calendar/monthSocial MediaSocial media links are provided for Facebook and Twitter.SearchA search form (search terms field) and submit button is provided in the upper right corner.




Content Footer

SPH RESOURCESContact Us: Basic PageDirections and Maps: Basic Page with Google Maps WidgetEmployment: Basic Page with Link to UMD eJobs siteSPH Directory: People Directory. View aggregating all Faculty, Staff, Public Health Experts, andGraduate Student content. Additional faceted search functionality.Newsroom: Page composed of multiple blocks and views pulling together News, Press Releases,SPH in the News content – as well as social media. Additional faceted search functionality.Offices and Services: Basic Page

UMD RESOURCESOffices and Services: Link to external UMD site Administrative Departments and CampusServicesUMD Directory: Link to UMD University DirectoriesAcademic Calendar: Link to external Academic Calendars within the Office of the ProvostCourse Catalog: Link to Undergraduate Catalog 2014 2015TESTUDO: Link to Testudo Interactive Web ServicesInnovation: Link to UMD Innovation site

UMD Block (Right)Logo and title link to UMD home page. Links provided to UMD Twitter, Facebook and other social mediapages.




Content – Main Menu

The main menu navigation is divided into the following sections:About UsAcademicsDepartmentsResearchPeopleCommunityNewsGiving




About UsThe following basic pages are contained under the About Us menu.

School at a GlanceGlobal page.

Mission and VisionGlobal page.

Dean's WelcomeGlobal page.

Lecture SeriesGlobal page.

HistoryGlobal page.

Administrative OfficesGlobal page.

DiversityGlobal page.

Faculty DirectoryLink to Page under People menu. See People menu description for more detail.

EmploymentGlobal page.

Visitor InformationGlobal page.

SPH Faculty and HoursGlobal page.

SPH Alumni ChapterGlobal page.

AccreditationGlobal page.

Contact UsWeb Form




AcademicsThe following basic pages are contained under the Academics menu.

AdmissionsBasic Page

Course CatalogExternal link to global university course catalog. www.umd.edu/catalog/index.cfm

Degrees and ProgramsPage with blocks that links into each of the six programs.

Training ProgramsBasic Page

Academic CalendarExternal link to global university calendar.www.provost.umd.edu/calendar/

Lecture SeriesBasic Page. Sub menu item provides listing of Grand Rounds lecture series content type by year.

SPH DirectoryLink to People menu item (page). See People menu description for more detail.

Student Services CenterBasic Page

Public Health Sciences Program at Shady GroveBasic Page

SPH Faculty and HoursBasic Page

InternshipsView of Internship content type entities. Must be logged in through the CAS System toview/search internships for specific department.




DepartmentsLanding page and sub pages/microsites for each of the 6 departments. Each department is a basic pagewith descriptions of each department. Sub menu of departments is displayed on the left sidebar. UsesGlobal Page content type.

Department administrators have privileges to update basic pages. Any additional items that areconsidered global (e.g. news, events) must be approved by the global administrator. Internships aredescribed ….

Behavioral and Community HealthMicrosite with main menu: HOME, ABOUT, UNDERGRADUATE, GRADUATE, PEOPLE, RESEARCH ANDSERVICE.

Epidemiology and BiostatisticsMicrosite with main menu: ABOUT US, GRADUATE PROGRAMS, PEOPLE, RESEARCH

Family ScienceMicrosite with main menu: ABOUT US, PEOPLE, UNDERGRADUATE, GRADUATE, RESEARCH, CENTERSAND OUTREACH

Health Services AdministrationMicrosite with main menu: ABOUT US, PEOPLE, ACADEMIC PROGRAMS, RESEARCH AND SERVICE

KinesiologyMicrosite with main menu: ABOUT US, PEOPLE, RESEARCH, UNDERGRADUATE, GRADUATE, ALUMNI,RESOURCES

Maryland Institute for Applied Environmental HealthMicrosite with main menu: ABOUT US, ACADEMIC PROGRAMS, PEOPLE, RESEARCH, MARYLAND/DCPARTNERSHIPS, GLOBAL HEALTH




ResearchLanding page for describing research aspects of the school. Comprised of the following areas:

CentersGlobal (basic) page. Lists each of the school based and department based research centers. Notassociated with any content type (other than basic page).

Research GrantsListing view of research grants in reverse chronological order (by start date). Filter exposed for primaryorganization (department), start data and free search for multiple fields. Use Research Grants contenttype.

Faculty ExpertsListing view of faculty experts in departments/centers with area of expertise. Filter exposed for area ofexpertise, affiliation, degree program and keyword search. This page utilizes the Faculty Bio contenttype.

LaboratoriesListing view of laboratory resources in alphabetical order. Filter (select block) exposed for primaryaffiliation. Use Laboratory Resources content type.

Research NewsWhere does this link?

New ReleasesLinks to press releases.

Research ResourcesA basic page with a listing view of funding sources, grantsmanship, and core resources.

Public Health Research@MarylandBasic page and sub menu pages including (1) Program, (2) Poster Sessions, (3) Registration, (4) Contact,(5) PHRM 2013. Registration page submits a webform that includes both registration (contact info) andabstract for poster session.

.




PeopleMenu items provided listing of various groups (faculty, staff, students) as described below., The leftsidebar contains the People menu in one block and a set of quicklinks in another. Qucklinks include (1)Faculty Directory, , (2) Staff Directory, (3) Research Resources, (4) Administrative Resources and (5)Faculty News.

PeopleListing of faculty and staff members. Filters are provided for Related Degree Programs, Areas ofExpertise, Department/Center, Campus and a free search based on Filtered User Entered Keywords.Uses content types Faculty Bio and Staff Bio. Links are provided to individual item view.

FacultyListing of staff members. Filters are provided for Area of Expertise, Keyword Search, Affiliation, DegreeProgram, and Campus. Additionally there isfree search based on Filtered User Entered Keywords. Usescontent type Faculty Bio. Links are provided to individual item view.

StaffListing of staff members. Filters are provided for primary affiliation and a free search on multiple fields.Uses content type Staff Bio. Links are provided to individual item view.

Graduate StudentsListing of current and former (graduate) students. Filters provided as free search on keywords. UsesStudent/Alumni Bio content type. Links are provided to individual item view.

Student ProfilesListing of students. No search or filter. Uses Student Profile content type. Links are provided to individualitem view.




CommunityMenu items provided listing of various groups as described below.

Community

Global (basic) page.

Alumni & Friends

Global (basic) page. Contains links to other Alumni-related content.

Community Partnerships

Listing view of community partnership nodes (titles) sorted in alphabetical order by title. Filters are provided for community and keywords (free). Title is a hyperlink to individual community partnership node views.

Transforming Health in Prince George's County


Global Health Opportunities


Academic Partnerships


Workforce Development





NewsNews menu provides links to the following pages (views).

News

Listing of news categorized as global displayed in reverse chronological order. Fields displayed in the listing include thumbnail image, title, summary and date. A link is provided to the individual press release (news) article.

In addition to the main listing, the most recent featured news article is displayed at the top of the page. The display includes an enlarged image, title and summary text. A link to the full article is provided. Filter may be applied by category (e.g., PRESS RELEASE, ALUMNI, COMMUNITY, FACULTY, GRANTS, PUBLICATIONS, RESEARCH, STUDENTS).

Press Releases

Listing of news categorized as press releases displayed in reverse chronological order. Fields displayed in the listing include thumbnail image, title, summary and date. A link is provided to the individual press release (news) article.

Features

Listing of news categorized as featured (and global) displayed in reverse chronological order. Fields displayed in the listing include thumbnail image, title, summary and date. A link is provided to the individual news article.

SPH in the News

Listing of references to external news that reference UMD SPH. Links provided to the original (external) article. Based on content type 'SPH in the News.'

E Newsletter

Page contains (1) newsletter sign-up form (via MailChimp) and (2) archive listing of previously published articles. Note that articles are provided via MailChimp.

Events

Listing of events with either primary organization or shared organization of global in reverse chronological order. Chronological order is based on first/start date. Based event content type.

Multimedia

Multimedia nodes displayed in grid of blocks. Free search provided based on keywords.

SPH BlockContains SPH communications contact information and links to Faculty Directory and Experts Search.







GivingMain landing page links to external website page.http://advancement.umd.edu/giving/showSchool.php?name=school of public health

Giving OpportunitiesBasic page with external links

Public Health DonorsBasic page with external links:

http://advancement.umd.edu/giving/showschool.php?id=98f13708210194c475687be6106a3b84&Menu=A

Ways to GiveBasic Page




Data (Content Types)

Within the Drupal CMS, data are stored in content types. The following data or content types have been created.

When writing or inserting content for the web, it is important to remember to utilize the semantic markup available, such as headings, sub-headings, lists, and block quotes. Proper use of these organizational tools allows the site to be accessible to users with disability and increases the clarity of the content.

Content can be assigned to and moved around menus of the site. This can be accomplished when editing a page individually or via the Site Menu editing interface. When specifying the “Weight” of a menu item it will determine how it orders relative to other menu items. The lower the menu item’s weight, the higher it will appear in a menu.

Most content in the Drupal content management system is comprised of “Nodes”. They provide a base set of functionality that allows Drupal to build upon. Basic features include workflow, searching, and revisions. Nodes represent plain Items, users, and plain pages such as an “about” page.

By default all nodes will be published when saved. To un-publish a published or new node, uncheck the “Published” checkbox under the Publishing Options tab near the end of the node edit page and then save the form.

Audience Navigation ItemUsed for the content of individual tabs within the Audience QuickTabs block on the home page.

GlobalThe Basic page content type is enabled in Drupal in the default installation profile. Typically Basic pagesare used for static content that can (but are not required to) be linked into the main navigation bar.

STEP 1: Add a title.




STEP 2: Create content using the WYSIWYG editor.

STEP 3: Add downloadable materials using the file browser if need.

STEP 3.1: Click browse to bring up your local computer’s file browser.




STEP 3.2: Select the file you would like to upload, and click open.




STEP 3.3: Click upload.

STEP 3.4: The file will now be uploaded to the server and you can determine if the file will be shown onthe page, or remove it altogether.




STEP 4: If required, a page can be added to the menu structure/information architecture of the site byusing the menu option.

STEP 4.1: Select Main Menu from the Menu dropdown in the Add to Menu tab.

STEP 4.2: Select where the page should be placed. The options include: Place above, place below, placeas child (sub item of existing navigation item).




Blog entryCurrently, this content type is not being utilized on the website. However, it does contain the fields title, Body, Subsite (Organization Affiliation), Groups Audience (Additional Organization Affiliation Fields), and Group Content Visibility (Public vs Private).




Community Partnerships

This content type is used to populate the Community Partnerships page, and the aggregated listing of that content.

STEP 1: Select the “Community” – these terms are generated by the Community Taxonomy List.




STEP 2: Select an Image to upload to associate with the Community Partnership content.

NOTE: After uploading the image, you may use the provided cropping tools to refine the image.

STEP 3: Select the Primary Affiliation.

STEP 4: Enter the title and URL of the website associated with the Community Partnership content.




STEP 5: Select the Faculty associated with the Community Partnership. This field pulls data from the Faculty Profile content.

STEP 6: Enter the name of the Community Partner in the associated field.

STEP 7: Enter descriptive text in the Body field.




STEP 7: Click Preview to review the content, and click Save to publish the content to the website.

The saved content will resemble the image below:




Degrees & Programs

This content type is used to populate the Degrees and Programs area of the Global portion of the website.

STEP 1: Enter a program title.

STEP 2: Select the Organization to affiliate the Degree and Program with.




STEP 3: Optionally, you may upload a photo to appear on the page.

STEP 4: Enter the information for the Degree/Program in the Body field.

STEP 5: Optionally, you may enter supplementary information in the Marketing Block.




STEP 6: The ‘Explore Program Details’ field is used to generate a block with the same name that can contain relevant links for the Degree/Program.

STEP 7: Select Faculty/Staff to associate with the Degree/Program.




STEP 8: The last step is to associate the Degree and Program with an overarching Degree/Program designation in the main menu.

STEP 9: Click Preview to review the content, and click Save to publish the content to the website.




An example of the Saved content is below, it also conatins a block pulling data from the Student Profiles content type.

Department Basic PageThis content type is used to create pages specifically for departments or centers that will appear on theirsites, and within their menu structures and information architecture. For example, an About Us page:




NOTE: While it can be used to create pages at the Global level, the ‘Basic Page’ content type should usedfor that purpose.


STEP 2: Choose the Primary Organization this page will be a part of. This will also influence the availablemenus that you can initially add this content to.




STEP 3: Add descriptive test in the Body field.

STEP 4: Add the page within the department/center menu structure.




STEP 5: Click preview to review, and then click Save.

This content type is used to create events, both at a global:




And department specific level:




The method for creating a global event or a department event is similar, only differing at the primaryand shared organization fields.

Additionally, global events will be shown in the Event block on the main SPH website:





STEP 2: Select the Primary Organization for the event.

STEP 3: Select any Shared Organizations for the event.




STEP 4: Select the type of Event.

STEP 5: Create a start and end date for the event.

STEP 6: If required, add additional dates for the event.

STEP 7: Add descriptive text in the Body field.




STEP 8: Upload an Image, if needed, for the event.

STEP 9: Click the Featured Event checkbox if the event should be a featured event in the News Room.

STEP 10: Upload an image that will be used if the event is a featured event.

NOTE: If the event was created with a department or center selected as either Primary or Sharedorganization, it should also appear in the event listing for that department.




Faculty BioThis content type is used to create Faculty bio. pages:




This content is reflected in the following areas of the site:

[MAIN SITE] People / Faculty[DEPARTMENT/CENTERS] People / Faculty (or in some cases Faculty/Staff)

In both instances, the content is pulled into a sortable listing. At the global/main level the listing includesthe varied departments and centers:




At the department/center level, there is no such filter:




STEP 1: Upload an image to represent the Headshot.

STEP 2: Add a first name, last name, academic title, and administrative or functional title.

STEP 3: Choose the Primary Department Affiliation.

STEP 4: Choose the Secondary Affiliation.

STEP 5: Add areas of expertise. Multiple areas of expertise can be selected and attributed to a facultymember.




STEP 6: Add an email address, office phone number, room number, location, and office hours.

STEP 7: Add a biography.




STEP 8: Upload a CV/Resume if available.

STEP 9: Add a link to a personal website, if available. If the link is external add the complete url, forexample: http://www.website.com. If the link is internal, add the part of the URL path that follows themain SPH website URL, for example instead of entering http://www.sph.umd.edu/department/personname, you would only use /department/website.

STEP 10: Add education and training information.




STEP 11: Add selected publication information.

STEP 12: Add Honors and Awards information.




STEP 13: Add collaborators information.

STEP 14: Add Courses information.




STEP 15: Add related degree programs from the dropdown menu.

STEP 16: Add any related students.




STEP 17: If the faculty member is a user in the system, that associated can be made in the Faculty Userfield.

STEP 18: Select a faculty group.

STEP 19: Select a Campus affiliation.

STEP 20: Select if the Faculty member is Admin/Staff.




STEP 21: Click Preview to review, and then click Save.

The internship section allows students and faculty to view available internships within their department. It also provides an administrative interface for Internship administrators to add and modify listings.

This content type is used to generate content for the Laboratory section of the site, under the Researcharea of the main navigation of the global site.

STEP 1: Select a Primary Department. This selection will also govern when the lab is shown when thefilters are used on the Laboratories page.




STEP 2: Add a Title


STEP 4: Add a director. This field pulls from Faculty information.




STEP 5: Add a lab manager. This field pulls from Student information.

STEP 6: Add an email address, room number, and office phone number. Additionally, an associated labimage can be added.

STEP 7: Add a website if applicable.

STEP 8: Click preview to review, and then click Save.

Note: Once the content is saved, styling will be applied to separate Department, Director, RoomNumber, and Contact information from the body field, as pictured below:







This content type is used to generate content for the Multimedia section of the site, under the Newsarea of the main navigation of the global site.

The content is listed in a view that allows users to search based on keywords.


STEP 2: Add external URLs if needed.




STEP 3: Select a primary organization affiliation.

STEP 4: Select any shared organization affiliations that apply.

STEP 5: Provide descriptive text in the body field.




STEP 6: Select a related degree program and news category if applicable.

STEP 7: Add Flickr Album URLs. You have the ability to add multiple URLs, and this will also be reflectedin the Flickr Album column on the Multimedia page.




Note: The order of the Flickr Album URLs can be modified by moving the drag icon to the left of the title.

STEP 1: Enter a title.

STEP 2: Select the Primary Organization the News content is affiliated with.




STEP 3: Select the Shared Organizations the News content will be shared with.

STEP 4: Select categories for the News content.

STEP 5: Select event categories.

STEP 6: Select the publication date.




STEP 7: Enter content in the body field.

STEP 8: Enter and related links for the news content.




STEP 9: If this content will be a featured news item, check Featured News.

STEP 10: Select an image to be used for featured image.

STEP 11: Select an image to be used for the main news image.




STEP 12: Add a research publication, if applicable.

STEP 13: Add any additional URLs related to this News content.




STEP 13: Link the news item to Faculty Members, Students, or Staff. The field will begin to generatenames as you type.

STEP 14: Select a related degree, if applicable.




This content type is used to create Research Grant content at the global level:




As well as at a department or center level:








STEP 2: Select a primary organization affiliation. This will inform the system where on the site to displaythe research grant. In addition to the specific primary organization selected, all Research Grants will beshown at the global level on the main SPH website.


STEP 4: Select a Research Grant image if required.

STEP 5: Add an abstract if available.




STEP 6: Add a principal investigator.

STEP 7: Add Primary Faculty/Staff, Co Investigator, and Secondary Faculty/Staff information.

STEP 8: Add Funding Dates.




STEP 9: Select a Funding Organization. This field is generated by a user beginning to type and the systemlooking for matches.

STEP 10: Enter any external collaborators.

STEP 11: Click Preview to review and then click save.







Slideshow

This content type is used to generate the Slideshow images at the ‘home page level’ of the Global Site, and the Department and Center sites.


STEP 2: Select the Primary Organization.

STEP 3: Select any Shared Organizations that will also have access to this Slideshow content.




STEP 4: Add a destination URL in the provided fields.

STEP 5: Enter descriptive text in the Body field.

STEP 6: Upload an image to be used in the Slideshow.




STEP 7: Select the Background color for the Slideshow. These colors are associated with the global, department, or center designations.

sThis content is used to create a featured news item in the SPH in the News right hand block on the Newspage.





STEP 2: Add a date published.




STEP 3: Select Global from the Primary Organization field.

STEP 4: If applicable, select a Shared Organization.

STEP 5: Enter the name of a news outlet.

STEP 6: Enter a URL.




STEP 7: Enter descriptive text in the body field.

STEP 8: Add related Faculty Members. This field pulls from Faculty data.




STEP 9: Click Preview to review, and then click Save.

This content type is used to provide content for the Profile and the Spotlight areas of the Homepage.




This content can also be associated with a Department/Center.

STEP 1: Enter a title.

STEP 2: Enter the URL for this content.




STEP 3: Enter descriptive text in the body field. This text will be truncated automatically to fit thedimensions of the block.

STEP 4: Upload an image to be used with this content.




STEP 5: Select any subsites this content will also be associated with.

STEP 6: Select a spotlight title (currently the two titles used are either Profile or Spotlight)

STEP 7: Select any other groups this content should be associated with.

STEP 8: Click Preview to review and then Click Save.




Staff BioThis content type is used to populate Staff information across the website. At the global site level thiscontent is populated in the Staff area under People.

At a department level the placement may vary but it is commonly populated in the People area of thosesites as well.




In either instance, the process to generate this content is very similar.

STEP 1: Upload an image to be used as a headshot. If no image is provided, a default image will be used.

STEP 2: Enter the title – which would be the combined first and last name.

STEP 3: Enter the first and last name.




STEP 4: Enter the Academic Title.

STEP 5: Enter the job title.

STEP 6: Select the primary affiliation for the staff member.




STEP 7: Select any additional organizational affiliations.

STEP 8: Enter the staff member’s email address.

STEP 9: Enter the office phone number.

STEP 10: Select the campus.




STEP 11: Indicate if the staff member will also be designated as an admin.

STEP 12: Enter biographical information.

STEP 13: If available, enter a personal website URL (internal or external).

STEP 14: Click Preview to review, and then Click Save.

Student Alumni BioThis content type is used to populate Graduate Student and Alumni information across the website. Atthe global site level this content is populated in the Graduate Student area under People.




STEP 1: Upload an image to be used as a headshot. If no image is provided, a default image will be used.

STEP 2: Enter the title – which would be the combined first and last name.

STEP 3: Enter the first and last name.




STEP 4: Select the primary affiliation for the student/alumni.

STEP 5: Select any additional organizational affiliations.

STEP 6: Enter the Academic Title.




STEP 7: Select the Academic Degree from the dropdown.

STEP 8: Enter the student/alumni ‘s email address.

STEP 9: Enter the office phone number.

STEP 11: Enter the Room Number.

STEP 12: Enter the Advisor’s Name.




STEP 12: Enter biographical information.

STEP 13: If available, enter a personal website URL (internal or external).


Student ProfileThis content type is used to populate the Student Profile area, found under People on the main SPHwebsite.




STEP 1: Enter a title. This will be the full name of the Student.

STEP 2: Upload an image that will be used as a headshot.




STEP 3: Enter Candidacy/Program information.

STEP 4: Enter a subheading for the profile.

STEP 5: Enter the body content.




STEP 6: Associate the student profile with a Degree Program.


The Student Profile will also be shown in the Student Profile block of the individual Degree and Programpage.







TaxonomyTaxonomy, a powerful core module, gives your sites use of the organizational keywords known in othersystems as categories, tags, or metadata. It allows you to connect, relate and classify your website’scontent. In Drupal, these terms are gathered within "vocabularies." The Taxonomy module allows you tocreate, manage and apply those vocabularies.

Clicking on Taxonomy (in the Structure area of the Drupal Administration menu) will display the majorvocabularies in use on the website.

You can edit, review, or add terms to any of the vocabularies by clicking one of those links in the righthand columns. An example is provided below.

Listing TermsSTEP 1: Click on List Terms. This will display all of the current terms within a vocabulary.




STEP 2: These terms can be altered by clicking on the Edit link in the Operations column and pressing theSave button at the bottom of the page.




NOTE: As many aspects of the site are linked to the current naming conventions of the vocabularies,changing them could cause the site to function improperly, links to content to be broken, or menus tonot display the proper content.

Adding Taxonomy TermsSTEP 1: Click on Add Terms.

STEP 2: The only required field is Name. Once you click Save, this term will be added to the vocabularyand be available for use throughout the site.




Editing VocabularySTEP 1: Click on Edit Vocabulary under the Operations column.




STEP 2: The vocabulary is the name of a grouping of terms. In this example, if the CommunityPartnerships Groups categorization needed to be changed to ‘Community Organization Affiliation’ itwould be done here. Edit as needed and press Save button.

NOTE: As many aspects of the site are linked to the current naming conventions of the vocabularies,changing them could cause the site to function improperly.

Current Taxonomy Categories

Campuses

College ParkBaltimoreShady GroveOff Campus

Community Partnership Groups

African American CommunityGeographic CommunitiesAsian CommunityLatino CommunityFamiliesChildren K 8AdolescentsWomenMenVeterans CommunityAdditional Communities

Events Types

Alumni EventsCommunity EventsGrand RoundsGuest SpeakersSeminarsStudent EventsStudent DefensesUMD Events




Expertise/Focus Area Tags

Academic AchievementAdolescent HealthAdolescent Risk BehaviorsAffordable Care Act… etc. Refer to site for most recent list of options.

Faculty Groups

Faculty (Main)Research StaffAffiliate FacultyAdjunct FacultyEmeritus Faculty

Funding Organizations

American Cancer Society (ACS)Anne Arundel County Mental Health Agency, Inc.Atlantic General HospitalAuburn UniversityBattelle Memorial InstituteBoston CollegeCary InstituteCasa de MarylandCDC Office Not SpecifiedCDC – Office Not SpecifiedCDC Office Not SpecifiedCorporation for National and Community ServiceDentaQuest FoundationDimensions Healthcare SystemDistrict of Columbia Department of HealthEnvironmental Protection Agency (EPA)Institute for Public Health Innovation (IPHi)Johns Hopkins UniversityLockheed MartinMaryland Industrial Partnerships (MIPS) Leadership Health LLC.




Mental Health Association of Montgomery CountyNational Science Foundation (NSF)NIH NCI (National Cancer Institute)NIH NHLBI (National Heart, Lung, and Blood Institute)NIH NIA (National Institute on Aging)NIH NIAMS (National Institute of Arthritis and Musculoskeletal and Skin Diseases)NIH NICHD (Eunice Kennedy Shriver National Institute of Child Health and HumanDevelopment)NIH NIDA (National Institute on Drug Abuse)NIH NIEHS (National Institute on Environmental Health Sciences)NIH NIGMS (National Institute of General Medical Sciences)NIH NIMHD (National Institute on Minority Health and Health Disparities)Ohio State UniversityPfizer IncorporatedPrince George's County Health DepartmentPurdue UniversitySTMD Department of Health and Mental HygieneSTMD State Highway AdministrationTreatment Research InstituteUniversity of ColoradoUniversity of Maryland at Baltimore School of DentistryUniversity of Maryland School of MedicineUniversity of Maryland, BaltimoreUniversity of PittsburghUniversity of South CarolinaUniversity of WisconsinVanderbilt University, School of Medicine

Landing PagesFacultyStaff

Media FoldersMedia Root

News Categories

AlumniCommunityFacultyFeaturesPress ReleaseResearchStudents

News Type

GeneralPress Release

Organization

Maino SPH

Departmentso Behavioral and Community Health

Center for Health Behavior ResearchCenter on Young Adult Health and DevelopmentTobacco Center for Regulatory Science

o Applied Environmental Health (MIAEH)o Epidemiology and Biostatistics

Biostatistics Risk Assessment CenterCultural Competency in Health Care

o Family ScienceCenter for Healthy Families

o Health Services AdministrationCenter on Aging




o KinesiologySchool Wide Centers

o Center for Health Equityo Horowitz Center for Health Literacyo UMD Prevention Research Center

Othero Office of the Deano Public Health Science at Shady Groveo Public Health Science at College Parko Teaching, Learning, Policy and Leadershipo UMD – Not Within SPH

Archivedo Maino Center for Health Literacyo Maryland Population Research Centero Environmental Science and Technology

Agricultural and Resource Economicso Psychology

Type of Resource

Complying with Regulatory Requirements in ResearchFederal AgenciesFoundationsFunding for Innovation and EntrepreneurshipFunding Opportunities for Training: Faculty and StudentsPreparing Research ProposalsSeed Grant Programs

FunctionThis section describes custom functionality of the website. Basic content and menu management is contained within the content section of this guide. Standard configuration of the Drupal 7 CMS modules and features is contained within configuration system.

NewsletterPulls information from MailChimp newsletter archive and allows user to join mailing list.

InternshipAllows students to view current internships.




NewsPulls together multiple blocks and views into an aggregated list of news items from the News ContentType. The ability to search the news is enabled, with the filters of department/center, news category,and User Generated Keyword Field available.

EventsPulls together an aggregated list of items from the Event Content Type. The ability to search the news isenabled, with the filters of department/center, news category, and User Generated Keyword Fieldavailable.

Entity Forms

The Entityform module enables you to create front end forms (fieldable entities), which contain fieldsthat you define. These forms use the standard Drupal fields. This means that out of the box, you can useany standard Drupal node field.

The forms can be used to create custom surveys, petition, and personalized contact forms, and othercustomized form.

STEP 1: Click "Add an Entityform Type" to add a new Entityform or click on "edit" to edit an existingform. The Add (or edit) entityform form will appear.STEP 2: A new window will appear. Please enter therequested information.




STEP 3: Click "Save Entityform Type" Once the Entityform Type has been saved, you will be presentedwith the Manage Fields form.

STEP 4: The standard Drupal 7 Manage Fields form will be presented to you. You will use this form toadd fields to the Entityform you created in the above steps. You will add fields to this Entityform just likeyou do when you are adding fields to any other content type, such as article, basic page, user, comment,or taxonomy term. (This is due to the fact that an Entityform is an entity just like Content (node), User,Comment, or Taxonomy Terms.)

STEP 5: Once you have added your fields, you might want to click on the Manage Display tab so you can specify how your fields will be displayed. Before leaving the Manage Fields screen, make sure you save all of the changes that you entered for all of your fields. To exit the current form, you can click on the X, which is inside of a circle. This X is located at the top right corner of the current form.

STEP 6: To view your form, you will need to return to the list of Entityform Types. You can do this by going to Administration >> Structure >> Entityform Types. To see the Entityform you just created, click on the "Submit Link" button that is on the same line as the desired Entityform.

Twitter FeedThe twitter accounts used by the site are configured under the Admin account (user 1) athttp://sph.umd.edu/user/1/edit/twitter

List each account that will be used on the site.

Whereyou want a twitter feed to appear, you will need to have a View Block defined. Current Twitter viewsare defined in the Tweets (Twitter message) view at:

http://sph.umd.edu/admin/structure/views/view/tweets/edit/twitter_block_health_literacy




Clone an existing Twitter block, update the Display Name to describe where the block will be used,change the Login Name field to contain the Twitter account you want to display in the block, and thenSave your changes to the View. You can then go into the Blocks page and assign your new block to thedesired Region and Pages. Alternatively, you can use Context to place your blocks with some additionalflexibility.




Configure

This section describes the Drupal 7 CMS configuration. Items covered in this section include thefollowing:

User Account ManagementRoles and PermissionsBasic Page Layout (Regions and Blocks)ModulesReports and Statistics

User Account Management

Logging InLogging in is done by referencing the URL of the website and adding /user and then entering theusername/password credentials for the account.

Password ResetIf you have forgotten your username or password:STEP 1: Click on the “Request New Password” tab.




STEP 2: Enter your username or email address to have a link to reset your password emailed to you.

Change Existing PasswordSTEP 1: After logging in, click on the username link in the upper right hand corner of the top Drupalmenu.

STEP 2: Click the edit tab.

Enter the new user name in both the Password and Confirm Password fields, and then click Save.




Roles and Permissions

Key Roles SummaryAdministrator – Given only to those users who should have access to the entire system.Includes the ability to create or break anything.Global Admin – Used for normal site administration, has access to publish to the site wide SPHNews, Events and other listings.




Department Admin – Used to give a user access to manage all content within the PrimaryOrganizations listed on their user’s login. If this role is assigned, verify the user’s account hasthe proper Primary Organization values selected.Authenticated User – anybody logged inAnonymous User – anybody not logged in

AdministratorThis level of administration is reserved only for those users who need the ability to fundamentallychange the structure, performance, and operation of the site. This will include modifying the website tothe level of, but not limited to: installing modules, altering the site configuration, and the otherstructural elements. This should not be assigned to a large number of users as it could cause manyproblems with the site.

Anonymous UserAll users of the site without an account or credentials to log into the site will by default be anauthenticated user. This role does not have unique permissions, and does not give unique functionalityto users assigned to this role.

Authenticated UserAll users of the site with an account or credentials to log into the site will by default be an authenticateduser. This role does not have unique permissions, and does not give unique functionality to usersassigned to this role.

FacultyUsers assigned to this role have the following permissions:

[Administration Menu] Access administration menu: Display the administration menu at the topof each page.[Filter]

o Use the Filtered HTML text formato Use the Full HTML + Insert Blocks text formato Use the Full HTML text format

[Node]o View published contento View own unpublished contento Faculty Bio: Edit own contento Faculty Bio: Edit any content

[SPH Custom]: Access the protected faculty profile[System]: Use the administration pages and help




StaffUsers assigned to this role have the following permissions:

[Administration Menu] Access administration menu: Display the administration menu at the topof each page.[Filter]

o Use the Full HTML + Insert Blocks text formato Use the Full HTML text format

[Node]o View own unpublished contento Revert content revisionso Staff Bio: Edit own content

[SPH Custom]: Access the protected og content admin[System]: Use the administration pages and help

Graduate StudentUsers assigned to this role have the following permissions:

[Administration Menu] Access administration menu: Display the administration menu at the topof each page.[Node]

o View published contento View own unpublished contento View content revisionso Revert content revisionso Student/Alumni Bio: Edit own content

[System]: Use the administration pages and help

Department Center/AdministratorUsers assigned to this role have the following permissions:

[Administration Menu] Access administration menu: Display the administration menu at the topof each page.[CKEditor] CKFinder Access[Devel] Access developer information[Filter]

o Use the Filtered HTML text formato Use the Full HTML + Insert Blocks text formato Use the Full HTML text format

[Menu] Administer menus and menu items




[Node]o Administer contento Access the content overview pageo View published contento View own unpublished contento View content revisionso Revert content revisionso Delete content revisionso Department Basic Page: Create new contento Department Basic Page: Edit own contento Department Basic Page: Delete own contento Event: Create new contento Event: Edit own contento Event: Delete own contento Faculty Bio: Create new contento Faculty Bio: Edit own contento Faculty Bio: Edit any contento Faculty Bio: Delete own contento News: Create new contento News: Edit own contento News: Delete own contento Research Projects: Create new contento Research Projects: Edit own contento Research Projects: Delete own contento Slideshow: Create new contento Slideshow: Edit own contento Slideshow: Delete own contento SPH in the News: Create new contento SPH in the News: Edit own contento SPH in the News: Delete own contento Student/Alumni Bio: Create new contento Student/Alumni Bio: Edit own contento Student/Alumni Bio: Delete own content

[Nodequeue] Manipulate queues[SPH Custom] Access the protected og content admin[System] Use the administration pages and help[Taxonomy] Edit terms in Expertise/Focus Area Tags




CAS Authenticated UserCAS Based Users will have permissions specific to the Internship Database. These user accounts overlapwith the Central Authentication Service provided by the University of Maryland.

When a user selects Internships they are taken to the CAS Login:

After logging in they are redirected back to the SPH website, where they are able to review the availableInternship information, or if they are at an administrator level, make additions to the Internshipsdatabase.

PermissionsModifying permissions for any user is done from the Permission area of the People section of the DrupalAdministration menu.

This will list all of the user roles in the system and their associated permissions in a larger “comparison”view:




In most cases it will be easier to go role by role to determine permissions.

STEP 1: Click the Roles button above the roles table.

STEP 2: Click ‘Edit Permissions’ for one of the use roles to begin editing the permissions for that userrole.




STEP 3: This will bring you to a Permissions area for that specific user.




STEP 4: From this area you are able to modify the areas of functionality accessible for any role. When

you are finished, click .

Managing ContentThe Department Content area of the Drupal Administration Menu allows you to review content withinyour group.




ShortcutsThe Shortcut module provides a toolbar on the top of the page to which you can add links. This toolbaris site wide, so any links added will be visible to all users who have permissions to see the Shortcuttoolbar.

This is useful for creating links to commonly used pages within your site. You can organize these links inmultiple sets of shortcuts.

At the Global Administrator level, the following shortcuts are available:




Admin DashboardUnder the Shortcuts menu in the Administrative toolbar, there is a quick link to the Admin Dashboardwhich contains useful tools for quickly managing the site’s content.

Managing Content Type FieldsA Content Type is a pre defined collection of data types (Fields) which relate to each other by aninformational context. In this sense, "context" means "parts that should be considered as a correlatedwhole."

Fields can be defined at the content type level for content items and comments, at the vocabulary levelfor taxonomy terms, and at the site level for user accounts.

Other modules may also enable fields to be defined for their data. Field types (text, image, number, etc.)are defined by modules, and collected and managed by the Field module.

To access the fields associated with a Content Type, select Content Types from the Structure option inthe Drupal Administration menu.




After selecting Content Types, the next screen is a summary displaying all of the content types and theoption to edit, manage the fields associated with the content type, manage the display, or delete thecontent type.




Managing FieldsThe Manage Field area will be similar in layout for each content type; however the fields utilized will beobviously different.




Label and Machine Name (What the field will be called): A field has a label (the name displayed in theuser interface) and a machine name (the name used internally). The label can be changed after youcreate the field, if needed, but the machine name cannot be changed after you have created the field.

Field Type (What type of data the field will store): Each field can store one type of data (text, number,file, etc.). When you define a field, you choose a particular field type, which corresponds to the type ofdata you want to store. The field type cannot be changed after you have created the field.

Widget (How the data will be input and displayed): Each field type has one or more available "widgets"associated with it; each widget provides a mechanism for data input when you are editing (text box,select list, check boxes, file upload, etc.). Each field type also has one or more display options, whichdetermine how the field is displayed to site visitors. The widget and display options can be changed afteryou have created the field.

Howmany values the field will store: You can store one value, a specific maximum number of values, oran unlimited number of values in each field. For example, an employee identification number field mightstore a single number, whereas a phone number field might store multiple phone numbers. This settingcan be changed after you have created the field, but if you reduce the maximum number of values afterinputting data, you may lose information




Altering Content Type Fields

Making a Field RequiredSTEP 1: Select the Edit link in the operations column.

STEP 2: Click the checkbox next to Required Field.

STEP 3: Click Save Settings.

The next time you use the content type you just modified, the field you indicated would be requiredwill have a red asterisk next to it.




Adding New FieldsSTEP 1: Within the Manage Fields area, scroll down to Add New Field. In this example, we will makeanother Body field.

STEP 2: Label the New Field. The Machine Name will automatically be generated from the Label field.

STEP 3: Select the Type of Data to store. In this example, we will create a Long Text and Summary fieldtype.

STEP 4: Select an appropriate Widget for this data. The only selection for this type of data is a text areawith a summary.

Changing the Display of a New or Existing FieldFor Field Types with multiple Widget options, use the Widget dropdown menu to select differentWidgets.

For example, if the Field Type is a List, several list options will be available in the Widget column.

NOTE: Not all Field Types have additional Display and Widget options.




Basic Page Layout (Regions and Blocks)

BlocksBlocks are the boxes of content (such as the Audience Navigation on the home page or a left handnavigation block on an interior page) that can be displayed in regions on your page.

Once created, a Block can be modified to adjust its appearance; shape, size and position or whichpages it appears on. However, to provide the easiest use of blocks styling of these areas has beenincluded in the overall styling of the site and can be enabled by utilizing specific CSS within the Blockcreation/modification area.

Main Menu BlockThe menus are utilized on the website to provide the main, secondary, and tertiary navigation optionsfor users, and the blocks are used to segment and contain those options based on the area of the siteyou are in. For example, the menu block at the global website level is different than the menu blocks atthe department level.

When creating a menu block it is important to associate with a menu parent:

And provide the proper CSS.




Specifying the region informs the system on where to place the menu block.

Similar to other blocks, you can determine what specific pages the menu shows up on with threeoptions:

All pages except those listed: This will enable the block to be shown on every page of the siteexcept for the pages specified.Only the listed pages: This will enable the block to be shown only on the pages specified.Pages on which this PHP code returns TRUE: This will allow greater customization on wherecertain blocks are shown, for example, showing a block specifically for an admin user mayresemble the following code:

<?phpglobal $user;$username=$user >name;if($username=="admin"){

return TRUE;}else{return FALSE;

}?>

NOTE: Left hand navigation blocks can be created in two different ways: Manually createdwith custom links, or generated from the main menu of the global or a department site.

Editing BlocksDespite the process of creating the block, the method used to access the edit area is the same areas/




STEP 1: Once logged in, hover your mouse over the block you wish to edit, and click the gearicon.

STEP 2: Click “Configure Block”

STEP 1: Enter a block title if required. A block title is usually used when the left hand navigation blockneeds to re iterate the name of the general section of content that a user is within. For instance, “AboutUs”. This is also helpful when the navigation demands something deeper than a tertiary level.

Using <none> in place of an actual title ensures that no title will be shown, otherwise a default blocktitle will be used.

STEP 2: Enter the Administrative Title of the Block. This is used to identify the block within theadministrative area.




STEP 3: Select the main menu that will be used to generate the links within the block.

At the global administrator level, you have access to all of the menus site wide, as pictured below:

STEP 4: Select the Starting Level for where the links in the block should start pulling from.




NOTE: Blocks that start with the 1st level will always be visible. Blocks that start with the 2nd level ordeeper will only be visible when the trail to the active menu item is in the block’s tree.

STEP 5: Select the Maximum depth. This field determines how many layers will be shown, for example,just secondary links versus secondary and tertiary links from the main menu.

STEP 6: Add the CSS to provide the proper styling for the block.

NOTE: While there are several other pre determined styles that are used for different menus, ‘tertiarymenu block’ is the proper class to use for left hand menu blocks.

STEP 7: Select the region where the left hand navigation will be shown. For these types of blocks,‘Sidebar First’ should be selected.

STEP 8: Determine where the block will be shown in the Visibility Settings.




STEP 9: Click Save Block.

Left Hand Navigation BlocksSTEP 1: Enter a block title if required. A block title is usually used when the left hand navigation blockneeds to re iterate the name of the general section of content that a user is within. For instance, “AboutUs”. This is also helpful when the navigation demands something deeper than a tertiary level.

Using <none> in place of an actual title ensures that no title will be shown, otherwise a default blocktitle will be used.

STEP 2: Enter a Block description Administrative Title of the Block. This is used to identify the blockwithin the administrative area.

STEP 3: Edit the body field and click save.




STEP 4: Add the CSS to provide the proper styling for the block.

NOTE: While there are several other pre determined styles that are used for different menus,‘quicklinks block gray box’ is the proper class to use for these blocks.

STEP 5: Select the region where the left hand navigation will be shown. For these types of blocks, ‘None’should be selected.




STEP 6: Determine where the block will be shown in the Visibility Settings.

It’s important to understand that the only information you need to put in this field is the part of the URLthat follows the first /. For example, if you needed the block to show on www.website.com/exampleyou would only need to put example. Or if the URL was www.website.com/example/page1, you woulduse example/page1.

News Room Blocks

ViewsUsing the Views module, you can pull content from various areas of the site and present it to the user aslists, posts, galleries, tables, maps, graphs, menu items, blocks, reports, forum posts etc.

Views provide a graphical interface to a SQL query builder that can access virtually any information inyour database and display it in any format.

You can also use Views to present related content. For example, you can display a list of users along withlinks to the content they have created, or their department affiliations.

STEP 1: Click Views within the Structure area of the Drupal Administration menu.




STEP 2: You have now entered the Viewsmodule screen. To create a new View, simply find and click onthe Add New View link.




STEP 3: Name the view.

STEP 4: We next set it to show the content type of Global Page.

STEP 5: Ensure the Create a Page is selected to show the list as an independent page. Page Title andPath fill in based on the title, but they are adjustable.




STEP 6: Check the Create a Menu Link option so the page shows in the main menu, if applicable. Justunder that is a dropdown to select the type of menu you want to add it to from the Menu dropdown. Inthis example, Main Menu for this View will be used.

STEP 7: Once finished, scroll to the bottom and select the Save and Exit button. Now you can see yournew view page from the main menu – or from the navigation you specified.

An example of a completed view is the Community Partnerships page:




This is a more complex view that utilizes taxonomies to serve as filters for displayed content.




Menu Structure

Modifying the Menu StructureThese are the primary navigation elements in your web site. There are typically more than one set ofmenus, such as ‘Primary’, ‘Navigation’, or ‘General’. Each set of menus is a block, and is assigned to oneof the regions on your web site. You can also create and add your own menu structures to a region aswell.

Note: Although Drupal supports adding and changing menus on the fly, doing so may break your site‘theme’, especially if graphics are involved.

STEP 1: “Select Structure > Menus” from the Drupal Administration Menu

STEP 2: Click on the menu you would like to organize. The menu that governs the main site navigation iscalled Main Menu, presented below. All other menus are shown in the Menus area, however, as thatfunctionality is governed in the same administrative area with a users’ ability to edit menus determinedby their user role and permissions.

Click List Links:

STEP 3: Drag and drop menus or click on Add Link.




Dragging a menu option under another creates a sub page of the main navigation item. For exampledragging “School at a Glance” under “Mission and Vision”:

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STEP 4: Click “Save Configuration” when you’re done dragging and reordering.




Adding Links to the Main NavigationWhile creating content, a user has the option to add that content to the navigational structure of thewebsite.STEP 1: Select ‘Provide a menu link’ in the Menu Settings area of the content creation area.

STEP 2: At this stage you can give the content a menu name independent of the title of the content andselect where the content will go in the hierarchy of the navigation.

NOTE: You can also change the placement of the content within the navigation after this stage. Pleasereference the section of this guide called ‘Menus’ for more information.

NodequeuesThe Nodequeue module allows users to collect nodes in an arbitrarily ordered list. The order in the listcan be used for any purpose, such as a block listing teasers for the five top news stories on a site.

Nodequeue provides a simple drag and drop interface to manually order any queue. Additionally, itallows nodes to be added and removed from queues without needing edit permissions to the node.

Currently the only instances of nodequeues on the website are the Homepage Global Slideshow and theSlideshow Organization, pictured below. This area is reached by hovering over Structure and thenselecting Nodequeues.




To view the content within a Nodequeue, click the View link in the Operations column.




Much like the menu structure, the order of the nodequeues can be rearranged by clicking and draggingthe drag icon next to the title of the slide item.

When you move any of the items, a message will be presented that illustrates the changes will not besaved unless you click Save.

Additionally, these Nodequeues are generated using the Slideshow content type, so when a user clicksEdit within the nodequeue area they are taken to editing that specific type of content. Please review theworkflow associated with the Slideshow content type in the Content Types section of this manual formore information.

Feeds ImportersFeed Import allows importing content from various file or databasing types. It can also monitor feeditems for changes to update imported entities, set an expiration time to entities to deleted expired oneswhen cron runs, or can be used as one time import.

By default, six methods of import (also named readers) are provided by Feed Import:

XML document import content from XML files using XPATHXML chunked import content from huge XML files using XPATHDOM document HTML/XML import content from HTML/XML files using XPATH (you can usephp functios in xpaths)SQL query import content from SQL query result using column namesCSV file import content from CSV files using column names or indexes (php >= 5.3)JSON file import content from JSON files using path to value

Some custom Feed Importer definitions have been created as part of the SPH data migration effort. Youcan review these as examples of how to configure a custom importer, but please do not alter themunless you’re certain they will not be needed again.

These feeds also take advantage of the Feeds Tamper module, which lets data be modified in a varietyof ways during the import process.

Once a feed is defined, it can be used by going to /import in the browser, and selecting the importer touse.

ModulesA Drupal module is an extension to the Drupal CMS. It is written in PHP and uses the Drupal hook systemto implement functionality not otherwise offered by Drupal Core.




A Drupal site can have three kinds of modules (the 3 Cs):

1. Coremodules that ship with Drupal and are approved by the core developers and thecommunity.

2. Contributedmodules written by the Drupal community and shared under the same GNU PublicLicense (GPL) as Drupal.

3. Custommodules created by the developer – often for a particular use case specific to the sitethey're working on.

For example, the Views module extends the Drupal CMS offering lists of nodes, users and otherelements available in Drupal.

Installation

STEP 1: Download the module and extract it in the folder sites/all/modules/contrib. It isrecommended to place all third party modules in a subfolder called contrib.

NOTE: You may transfer your files with SFTP or FTP to the desired modules folder in your Drupalinstallation (or if you are using version control, add and commit them to your code repository). Themodules folder at the top level of your Drupal installation is reserved for Drupal core modules (the onesthat come with the original download of Drupal).

Especially for sites with a lot of additional modules, many people have begun to further divide themodules folder, to help stay organized. A typical way of doing this would be:

sites/all/modules/contrib for all contributed modules.sites/all/modules/custom for all custom modules.sites/all/modules/features if you have additional modules that were created usingFeatures

STEP 2: Go to the Module page at Administer > Modules (http://example.com/admin/modules) andenable it.




STEP 3: Read the module's documentation for further configuration instructions.

NOTE: The drush commands drush dl module_name and drush en module_name offerprobably the fastest way installing modules.

Choose the right release:When you have chosen a module to add to your site, you must choose whichrelease to use. The version must be compatible with the version of Drupal you are using. Note that'Development releases' are versions of the module that are in an active stage of development. They maybe written for a previous/current/future version of Drupal, are considered unstable, and should behandled with care. 'Recommended releases' are stable and ready to use.

Updating ModulesSTEP 1: First, check the module's project page "Read Documentation" link, as well as the instructions(for example, README.txt, INSTALL.txt, and UPGRADE.txt) that come with the module'sinstallation file (tarball or zip)for any module specific update instructions. This is typically necessarywhen updating modules that involve the usage of third party libraries. Be sure to read and understandall module specific requirements before proceeding with the updates.

STEP 2: Back up your database and files.




STEP 3: Put your site into Maintenance mode. From the Drupal Administration pages, go to/admin/settings/site-maintenance and put the site into maintenance mode by selecting "Putsite into maintenance mode".

STEP 4: Replace the module with the updated version.

If you have the Drush module installed, you can also update your modules from the command line.

To update one or more modules using Drush run the following command from a command prompt,where [module] is the drupal.org project name of the module you want to update:

drush up [module]

If you have more than one module to update, add the additional module project names to the end ofthe command, separated by spaces. If you want to update all modules and the installed version ofDrupal core, run the following:

drupal up

Reports and Statistics

Available UpdatesHere you can find information about available updates for your installed modules and themes. Note thateach module or theme is part of a "project", which may or may not have the same name, and mightinclude multiple modules or themes within it.




Managing and Processing 403 ErrorsThe 403 Error is an HTTP status code that means that accessing the page or resource you were trying toreach is absolutely forbidden. Examples of this could be the admin area of the website for nonauthorized users.

In most cases, there will not be a need to ‘fix’ anything related to the 403 Errors that are generated dueto restricted permissions.

These errors can be reviewed by selecting ‘Top Access Denied Errors’ in the Reports area of the DrupalAdministration menu.




Managing and Processing 404 ErrorsThe 404 Not Found Error means that the webpage you were trying to load was not found.

These errors can be reviewed by selecting ‘Top Page Not Found Errors’ in the Reports area of the DrupalAdministration menu.

Additionally, you have the option of fixing these pages with URL redirects by either clicking on:




Or by selecting ‘Fix 404 Pages with URL Redirects’ from the Drupal Administration menu.

Either option will bring you to the URL redirects page:




Reviewing the Drupal Log

The dblog module monitors your website, capturing system events in a log to be reviewed by anauthorized individual at a later time.

The dblog log is simply a list of recorded events containing usage data, performance data, errors,warnings and operational information.

It is vital to check the dblog report on a regular basis as it is often the only way to tell what is going on.

This report can be accessed by selecting Recent Log Messages in the Report area of the DrupalAdministration menu.







FAQThe following are Frequently Asked Questions:

How do I login?Login at the following link: sph.umd.edu/user

Can I login using my CAS credentials?Yes

Other

Managing FilesThere are two methods for managing files on the website. The first is done through the File Browserpictured below. This is accessed by using the Browse server button in either the Image Properties or theLink Properties window.

NOTE: You may also create sub directories/folders by following these steps:

STEP 1: Select Browse Server from the Image Properties window, or the Link window. Right click in thefolders listing.




STEP 2: Click New Subfolder.

STEP 3: You may assign the folder as a subdirectory of any existing directory/folder by selecting theerror next to the field.

STEP 4: Click Ok to add the directory/folder to the existing folder structure.

The second method is using the Media Browser located in some content types, for instance News,pictured below.

Redirects

Managing Redirects for PagesUsing URL redirects, you can make your content available to your users using multiple links.

For example, if you have a poll that's available for graduate students in the fall, you can create URLredirects for the poll to content/fallpoll and content/gradpoll that both point to your pollcontent node.

To manage existing redirects:




STEP 1: Select URL Redirects from the Search and Metadata option in the Configuration area of theDrupal Administration Menu.

STEP 2: This will take you to an overview area that lists all of the URL redirects currently beingimplemented on the site. To edit or delete a redirect, select the link for either under the Operationscolumn.




STEP 3: Clicking edit will show you the previous path as well as the Drupal path or alias the user will beforwarded to.




NOTE: All content created on the site has a field within the edit area that also addresses redirects forthat specific content. It will resemble the image below:

Redirects for specific pages can be added or deleted here.

Managing Redirects for Other ResourcesThe same process used for managing pages can be utilized for file attachments, such as WordDocuments, Images, or PDFs.

Using the Content EditorThe CKEditor allows creation of HTML content using an editor that is very similar to other desktop wordprocessors such as Microsoft Word™ or Open Office™. Available styles include Bold, Italic, Underline,Lists, Tables, and Custom Styles built into the theme.




HTML Heading TagsMost formatting for headings and subheadings are styled using HTML Heading Tags such as H1, H2, H3,etc. These HTML Heading Tags are predefined in terms of content formatting and style for yourparticular web site.

When writing or inserting content for the web, it is important to remember to utilize the semanticmarkup available, such as headings, sub headings, lists, and block quotes.

Proper use of these organizational tools allows the site to be accessible to users with disability andincreases the clarity of the content.

Altering Font Size and Styles

Using LinksSTEP 1: First, highlight the text you would like to be linked and click on the chain image .STEP 2: Next, the Insert/Edit link dialogue will appear.




In the “Link URL” field, type in the URL where you would like to have the link point to this can be anexternal link (starting with ‘http://’) or an on site link (starting with ‘/’).

STEP 3: Optionally, enter “Title” text that will appear when a user hovers over the link with their mouseor their screen reader reaches the link. When ready, click the “Insert” button and the link will be createdin the WYSIWYG editor.

NOTE: The Target tab is used to determine if the link opens in the same window or a new window:

The following options are available for link targets:




Open in NewWindow (_blank): Load in a new windowOpen in Top Frame (Replaces All Frames) (_top): Load in the full body of the windowOpen in This Window (_self): Load in the same frame as it was clickedOpen in Parent Window/Frame (_parent): Load in the parent frameset

Adding ImagesImages are uploaded and inserted as easily as links are created.STEP 1: Place the cursor where you would like the image inserted and click the image icon .

STEP 2: The “Insert/edit Image” dialogue will appear. You can then upload an image by clicking onBrowse Server.

From the File Browser dialog you can select images that have already been uploaded to the server.




STEP 3: If the image you need is not on the server you can upload it by clicking on the “Upload” link atthe top of the file browser dialog. The upload link at the top of the dialog window will resemble thegraphic here:

STEP 4: Pick the file from your local computer:




Then check any thumbnail sizes you would also like created, and then click Upload. Your file will be sentto the server and resized as needed. Once the server has the file the page will be refreshed and yourimage should display.

STEP 5: Enter a description of the image as it is require for Section 508 compliance and click “Insert”from the Insert/edit Image dialog. Your picture will be added to the content of the page and shouldappear in the editor.




The image can now be positioned using the alignment buttons , allowing the text to flowaround it.

Adding Content fromMicrosoft OfficeAs a result of the formatting code inherent in Office documents, Drupal is equipped with functionality topaste fromWord without the formatting.

STEP 1: First, select the text or content you want to copy from an Office document (either by selectingCopy from the menu within the Office program, or by selecting the text and pressing Ctrl+C ).

STEP 2: Next, within the text editor in Drupal, click the Paste From Word button . The Paste FromWord dialog box will appear, where you will be instructed to press Ctrl+V to paste the text into thewindow.




Using Anchor Tags

An anchor element is called an anchor because it can be used to anchor a URL to text elsewhere ona web page. It is especially useful to navigate pages with large amounts of text or other content.

1. Place the cursor where you like the anchor to be located and click the anchor icon . The“Insert/edit Anchor” dialogue will appear.

2. After naming the Anchor and inserting the anchor in the content, a smaller Anchor icon willappear , showing where the link will go when clicked.

To use the Anchor, outline existing content and click the insert/edit link button. The insert/edit linkdialogue box will appear and you can select the Anchor from the drop down menu. Select the Anchoryou created, in this instance called ‘Test.’ The Link URL will automatically populate after selecting theAnchor. Click on Insert to set the anchor.

Embedding Media

Embedding a video within the WYSIWYG Editor is done by using the Embed Media button .After clicking the Embed Media button, the Embed Media Dialog will pop up.

This allows a user to insert the code from media such as YouTube, Vimeo, QuickTime, or other videosharing and distribution services.




After clicking OK the embed code will appear as a solid block within the content area. Once the contentis saved, the embedded media will appear within the content area.

File AttachmentsFiles can be attached to any node using the “File Attachments” or “Downloadable Materials” featurenear the end of the Add/Edit page.STEP 1: To upload a file, click the “Choose File” button and select a file from your computer.

STEP 2: Then click the “Upload” button and the file will be uploaded to Drupal and you will be given aURL to the file and the ability to hide the file from listing at the bottom of the node.

STEP 3: To delete the file, click the Remove button and save the page.




Input FormatsThere are multiple options for inputs within the editor; however, only three are normally applicable:

Filtered HTML: Allows for a select subset of allowable HTML. All other formats not mentionedwill be removed.

o Web page addresses and e mail addresses turn into links automatically.o Allowed HTML tags: <a> <cite> <blockquote> <code> <ul> <ol> <li> <dl>

<dt> <dd>Full HTML: This is the preferred option. This allows you to fully use all standard HTML code.

o Web page addresses and e mail addresses turn into links automatically.o Lines and paragraphs are automatically recognized. The line break, paragraph

and close paragraph tags are inserted automatically. If paragraphs are notrecognized simply add a couple blank lines.

Full HTML + Insert Blocks: This is used when there is a need to display inline blocks, for examplea sub site specific navigation block.

o You may use [block:module=delta] tags to display the contents of block delta for modulemodule.

o Use [accordion] and [/accordion] with <h3> header tags to create a jQuery UI Accordianwidget. Using [accordion collapsed] will start with the accordion closed.

o Web page addresses and e mail addresses turn into links automatically.o Lines and paragraphs break automatically.

Plain Text: This option is used to show the source code for the body content.o No HTML tags allowed.o Web page addresses and e mail addresses turn into links automatically.o Lines and paragraphs are automatically recognized. The line break, paragraph

and close paragraph tags are inserted automatically. If paragraphs are notrecognized simply add a couple blank lines.

PHP Code: The PHP Filter is especially dangerous, as it allows code driven queries to be run onyour site's database, among other things. Grant this input format only to users who are not onlytrusted, but really know what they are doing with PHP and Drupal. A one character typo couldend up with dire consequences for your site.

o You may post PHP code. You should include <?php ?> tags.Display suite:

o You may post Display Suite code. You should include <?php ?> tags when using PHP. The$entity object is available.

When working with user generated content, it's always best to keep input format settings as secure aspossible. Select the least amount of functionality possible for each role; for example, don't allow gueststo have access to Full HTML.

Using the CKFinder File BrowserTo access files using the File Browser, click the Link button and from the Link popup, select BrowseServer.




After clicking Browse Server, the contents of the server will be displayed:




From the CKFinder, files can be deleted, resized, etc. Right click on an image, for instance, to bring upadditional file options.