Documentation

LibrarySite 2.0 is based upon Drupal. Drupal is Section 508 and WCAG Priority 1, 2, 3 compliant. Strict coding standards have been used to keep Drupal's data, logic and presentation separate from each other. This means that the mark-up of all of Drupal's output is completely controlled by the application's presentation layer, known as the 'theme'. The accessibility compliance of a Drupal powered site depends on which theme is being used.

Parts of this documentation are from The Drupal handbook. The Drupal handbook pages are © copyright 2000-2007 by the individual contributors and can be used in accordance with the Creative Commons License, Attribution-ShareAlike 2.0


© 2006 The Cherry Hill Company

Logging In

Account Settings

Once you have registered with a site, you can change settings to control information about yourself and also your use and experience of the site. To see what tweaks you can make to your account, log in and then click on my account in the navigation block (that's the one titled with your user name). Click on the edit tab.

If your site does not have a navigation block, you can access your user information at http://<your site name>/?q=user

Account Settings You may see a different collection of settings than is presented here, depending on what features have been enabled on your site.

  • password
    • Enter a new password in both fields to set it. Drupal sends you a default password that is often hard to remember, so it is recommended that you change your password to something you can easily remember.
  • block configuration
    • The site administrator may make some blocks (chunks of content that are usually displayed in a left and/or right column) optional. You can enable and disable the display of these blocks by checking and unchecking the boxes next to them.
  • signature
    • If comments are enabled, you will be able to set a default signature. This will be copied into new comments for you automatically, but may still be edited.
  • time zone
    • Your site administrator may allow users to set their time zone. This will cause all dated content on the site to display in local time, according to the offset you enter here.
  • theme
    • A "theme" is the basic look and feel of a Drupal site. Sometimes a particular site will have more than one theme installed. If the site administrator has made more than one theme available, you will be able to select what you would like the default theme to be for your account.

As mentioned earlier, different site-settings will cause different fields to be displayed on your user account page. See the documentation for individual modules for instructions on how to use these additional options.

Additional Information. Aside from the account settings tab, you may also see additional tabs, titled according to the information they contain. Some examples might include "Personal Information", "Workplace", etc. These are controlled by the profile module, and allow you to enter more information about yourself. Please see the profile module for more information on this.

Profile: extending user account information

The profile module allows you to define custom fields (such as country, real name, age, ...) in the user profile. This permits users of a site to share more information about themselves, and can help community-based sites to organize users around profile fields.

The following types of fields can be added to the user profile:

  • single-line textfield
  • multi-line textfield
  • checkbox
  • list selection
  • freeform list
  • URL
  • date

You can

  • view user profiles
  • administer profile settings: administer >> settings >> profiles

Creating Content

Once you have logged-in, you're ready to start posting content.

At the top of your personal menu, you'll find a link called "create content". Click this and you'll see a list of the types of content you can create. This list reflects the privileges assigned to your user account or to the groups ("roles") to which your account belongs.

There may be several types of content that you can create. Many of these are organized into what are called "nodes". Basically, you can think of a node as the content of a page. This might be, for instance, an article. Content is added or updated through web page forms. So to add an article, you bring up a form, enter text into it (like the title and content of an article), and hit a button to submit the form. On this site you can select from:

Types of Content

  • A page is a whole Web page. It's best for static content.
  • A story is a generally short news item or feature. You can create a story and have it post to a specific page (or pages) using the taxonomy feature. For example if you have an event at a specific branch for Seniors you could have the event post on both the branch events page and the Seniors page.
  • A blog entry is similar to a story but is attached to a user. If you wish to have several different blogs you would create different user identities for yourself and log in under each to submit a blog entry.
  • The book content type is suited for creating structured, multi-page hypertexts such as site resource guides, manuals, and Frequently Asked Questions (FAQs). It permits a document to have chapters, sections, subsections, etc.
    • Books have additional navigation elements at the bottom of each page for moving through the text, the previous, up, and next links. Users can select the printer friendly version link at the bottom of the page to generate a printer friendly version of the page and all of its subsections.
  • A poll is a simple multiple-choice questionnaire, which displays the cumulative results of the answers to the poll.
  • The forum module lets you create threaded discussion forums for a particular topic on

Blogs

  • The blog module allows registered users to maintain an online weblog (commonly known as a blog), often referred to as an online journal or diary.
  • Blogs are created the same way as stories
  • If you wish you may allow your readers to comment on your posts.
  • Readers may also subscribe to RSS feeds of your blog.
  • You can display links to the most recent blog entries on your menu.
  • Books

    The book content type is suited for creating structured, multi-page hypertexts such as site resource guides, manuals, and Frequently Asked Questions (FAQs). It permits a document to have chapters, sections, subsections, etc. A book may be collaborative, but doesn't have to be. Authors with suitable permissions can add or edit pages in a book, and can arrange and re-order pages within the existing document.

    Books have additional navigation elements at the bottom of each page for moving through the text, the previous, up, and next links. The previous and next links will be printed as the titles of the previous and next nodes in the book. Additional navigation may be provided by enabling the book navigation block.

    Users can select the printer-friendly version link visible at the bottom of a book page to generate a printer-friendly display of the page and all of its subsections.

    Administrators can view a book outline, from which is it possible to change the titles of sections, and their weight (thus reordering sections). From this outline, it is also possible to edit and/or delete book pages. Many content types besides pages (for example, blog entries, stories, and polls) can be added to a book by choosing the outline tab when viewing the post.

    You can:

    • create new book pages: create content >> book page
    • administer individual books (choose a book from list): administer >> content >> books
    • set workflow and other global book settings at administer >> settings >> content types >> book page
    • enable the book navigation block: administer >> block
    • control who can create, edit, and maintain book pages at administer >> access control

    Forums

    •  To create a forum go to administer >>forums
      • Select the Add Container tab. 
        • A container holds forums.
        • Think of it as a subject heading for your forums.
      • Enter the Container name.
      • Select whether it will at the top level of your forum or live within another container.
    • You can now create your forums.
      • A forum holds threaded discussions. 
    • Select within which container or forum your new forum will live.
    • To create a new Forum Topic (threaded discussion) in an existing forum.
      • Select Forum Topic from the Create Content Menu.
      • Select which Forum the Topic will be under.

    Polls

    • To add a poll go to create content >> polls.
    • Type in your question in the Question Box
    • Type your choices
    • For more than 5 choices check the more choices box and click preview.
    • You can have your poll open for an unlimited time, or have it open for a specific time period.
    • The available selection options are:
      • unlimited
      • 1 day
      • 2 days
      • 4 days
      • 1 week
      • 2 weeks
      • 4 weeks
      • 8 weeks
      • 16 weeks
      • 1 year
      • You can close the poll manually anytime.

    Wiki Pages

    • You can create Wiki pages.
    • Simply put your link text within double brackets [[]]
    • CamelCase is not enabled.  If it were then all words on the website with a capitol in the center would link to new pages.
    • Wiki pages are displayed under Freelinks in your administer menu.
      • You will see your Wiki phrase as well as a notation to See this Content or Create this Content.
      • Clicking on See or Create this Content will take you to the page where you can add or edit your content.
    • Wiki pages can be added to all your content options. 
    • Or they can be restricted to certain types of content such as pages or stories

    Editor Overview

    • The Title is the title of the page that goes both at the top of your browser and at the top of the page itself.
    Title Box
    • You enter your text in the Body.
      • You can copy and paste from a word document or HTML editor or type directly into the body box.
      • Mousing over each editor icon allows you to see what it does.
      • You can make notes or comments for the other website authors in the log message box
      • To attach a pdf or word document see the File Attachments page.
    Body Box

    • To see how your work looks click the Preview button at the bottom of the page.
    • When you are done click Submit.

    Adding Images

    To add an image

    • Click on the Insert/Edit Image Icon
    Image Icon
    • In the Pop-up box that appers click on the Browse Icon (next to the Image URL fields)
    Browse Icon
    • You will see a list of all files already uploaded
    File list
    • You can click on any of the images to Preview them
      • You will not see your Word documents or PDFs in preview
    Example of previewing an image
    • If you wish to add a new image click on Browse
    Browse images icon
    • You will be able to search your workstation to locate the desired image
    • Once you have found it, click on it and Open
    • Then click on Upload File
    • You will see your image and the comment Upload Successful
    • To insert it in your page click Add to the far right of its file name
    • The file name will now appear in the Image URL field of the Insert/Edit Image Pop-Up
    • Enter a description of the image in the next line for users who rely on screenreaders.
    • Click on the Appearance tab.
    Appearance tab
    • You can select how you would like words to wrap around the image from the Alignment drop down menu.
      • You can preview what each option looks like by selecting it.
      • You can also insert your cursor within your text to position where your image will be.
    • Constrain proportions allows you to change either the height or width of the image and the other size will change the same percentage.
      • You first need to Insert the image
      • Then you can change one size
      • Click outside the size box and the other will change.
    • You can add both horizontal and vertical space as well as borders around your images.
    • The advanced tab lets you add effects, you can have your image change to another one as you mouse over it and back again as you mouse out.
      • You can see the effect when you click Preview on the page.
    • When you are done click Insert

    Menu Settings and Weight

    • To place your page on a menu click on Menu settings.

    Menu settings

      • Under Title enter the name that your want to display for the menu link.
      • Under Parent item select the Menu Item that you would like to place it beneath.
    • If you are working on a Book you can select where your page will go by using the Parent drop down menu below the title. Your page will go beneath the page that you selected as a Parent.
      • If you have multiple items beneath the same parent then the default is in alphabetical order.
        If you wish to change that order then you would use the Weight drop down menu.
        • The default menu position is 0.
        • To place something higher in the menu order you would make it lighter by using a negative number up to -10.
        • To place something lower in the menu you would make it heavier by using a positive menu number up to (plus) 10.
    • Depending on your user permissions you can also position menu items on the Administer Menus page.
    • Book page order can also be changed in the administer >> content >> books >> outline page.

    File Attachments

    To link to a document use file attachments.

    File attachments
    • Browse on your workstation to find a pdf or word document to link to.
    • Click attach
    • Then copy the url that has been created and place your cursor over the word(s) that you would like to link it to.
    • Select the add link icon and a pop-up window will open.
    • Paste the url and select the target.
    • Chose whether you would like it to open in a new window or the current window.

    Comment Settings

    • Comment settings allow you to select which Web pages and stories you will allow users to comment on.
    • You can select from
      • Disabled
      • Read Only
      • Read/Write
    • You can do this for an entire class of content from the administer/content menu.

    URL Settings

    Url path settings
     
    • URL settings allow you to create a URL alias for your page.
    • If you have administrator permissions you can also manage URLs on the administer >> url alias page.

    Authoring Information

    Authoring information
     
    •  Authoring information shows you the user name of the page creator and the time the page was submitted (default).
      • You can change the username to another registered user.
      • You can change the time.
      • If you leave it blank then anonymous will be credited.

    Publishing Options

    Publishing options
    • Published - upon Submit your page will be visible on your website.
    • In moderation queue - your page will not be published until it is approved
    • Promoted to front page - adds the content to your homepage. When setting up your Web site be sure to go to adminster/content and uncheck this as the default for your content categories.
    • Sticky at top of lists - this applies to content other than pages, the item will stay at the top of the page even if newer items are posted
    • Create new revision - When you are creating a revision be sure to check this option. The page will now have a revert feature. Each version of the changes to the page will be saved and you can revert back to previous versions or the original page. The user who made the changes will be logged automatically as well as the date and time. For ease of telling the various revisions apart be sure to enter notes in the log message box.

    Overview of the Administer Module - Librarians

    The items available to you in your administer module will varying according to the permissions assigned by your Administrator.

    This is an overview of what you may expect to find.  Each item is either described here or linked to the documentation page providing further information.

    News Aggregator

    • The news aggregator is a powerful on-site RSS syndicator/news reader that can gather fresh content from news sites and weblogs around the web.
    • Users can view the latest news chronologically in the main news aggregator display or by source.
    • Administrators can add, edit, and delete feeds and choose how often to check for newly updated news for each individual feed.
    • Administrators can also tag individual feeds with categories, offering selective grouping of some feeds into separate displays.
    • Listings of the latest news for individual sources or categorized sources can be enabled as blocks for display in the sidebar through the block administration page.

    Managing Content

    Content page
    • The Content page allows you to manage content.
    • You can select the content that you wish to see listed:
      • Published
      • Not published
      • In moderation
      • Not in moderation
      • Promoted
      • Not Promoted
      • Sticky
      • Not Sticky
    • Or you can select to view content of different types:
      • Blog entries
      • Book pages
      • Forum topics
      • Pages
      • Polls
      • Stories
    • If you have categorized your content you can sort it via categories.
    • You administer the content by checking the box next to the title and selecting to:
      • Approve the selected posts
        • The post will be published.
      • Promote the selected posts
        • The post will go to the top of the home page.
      • Make the selected posts sticky
        • The post will remain at the top of its page.
      • Demote the selected posts
        • The post will no longer be on the home page and will no longer be sticky.
      • Unpublish the selected posts
        • When a published Web page is unpublished the page turns pink.  An unpublished story no longer appears.
        • An unauthorized user who tries to access the page after it is unpublished will get a message "Access Denied - You are not authorized to view this space".
      • Delete the selected posts
    • Note that broader site configuration choices may alter some of the choices on this page or render them superfluous.

    Managing Content Types

    'Story' content management page
     
    • Go to administer >> settings >> content types
      • Next to each content type there is a configure link. 
      • This will allow you to set site wide settings for each type of content. 
      • Someone with administrator privileges can override these on an individual case basis.
    • Explanation or submission guidelines
      • You can provide general information/instructions to your content posters.
      • You can select the minimum amount of text allowed. 
        • Zero is the default and prevents posting an empty page.
    • Workflow
      • Sets the default options for the website. 
      • Upon Submit is the content (see the Publishing Options page for more information.)
        • Published (default for all content)
        • Placed in a moderation queue
        • Promoted to front (home) page (default for stories)
        • Sticky at top of lists
        • Create new revision
      • Note that more than one item can be checked
        • Users with the administer nodes permission will be able to override these option
    • Default comment setting
      • Disabled
      • Read only
      • Read/Write (default
      • Users with the administer comments permission will be able to override this setting.
    • Attachments
      • Disabled 
      • Enabled (default)

    Posts

    Posts page
    • The posts page allows you to control the number of posts on the home page
      • This will affect you if you use stories or polls there.
    • You can also control the length of a trimmed post.
      • You can have only a teaser of a post display with a link to click for further content.
    • You can select whether a Preview is optional or mandatory for posters.

    Creating Menus

    Edit menu item
     

    Taxonomy - Managing Categories

    The taxonomy module is one of the most popular features because librarians often want to create categories to organize content by type. Librarians can also use categories to help in site navigation. The taxonomy module can automatically classify new content, which is very useful for organizing content on the fly. A simple example would be organizing a list of music reviews by musical genre.

    The taxonomy module allows you to define vocabularies (sets of categories), which are used to classify content. The module supports hierarchical classification and association between terms, allowing for truly flexible information retrieval and classification.

    The taxonomy module allows multiple lists of categories for classification (controlled vocabularies) and offers the possibility of creating thesauri (controlled vocabularies that indicate the relationship of terms) and taxonomies (controlled vocabularies where relationships are indicated hierarchically).

    A controlled vocabulary is a set of terms to use for describing content (known as descriptors in indexing lingo). LibrarySite 2 allows you to tag each piece of content (blog, story, etc.) using one or many of these terms. For simple implementations, you might create a set of categories without subcategories. For more complex implementations, you might create a hierarchical list of categories. Sites can also use folksonomies. By checking the "Free tagging" option when creating a vocabulary, users can create and enter their own tags for their content. You can:

    Taxonomy allows you to classify postings under different categories.

    Blocks - Controlling Content in the Sidebars

    Blocks

    Adding a Contact Us Page

    Contact form