Drupal Instructions for Section Editors

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1 November 17, 2011 General Information Drupal Instructions for Section Editors As a Section Editor, you will have access to add/edit/delete content on your Section s site. To begin the editing process, login to the smpte.org site and choose your Section from here: When you are logged in, a block (box) titled Manage Section will appear on the right side of the page, with links to create pages or events. The WYSIWYG editing environment on the new site is very similar to the environment on your former site. This document is not intended to describe how HTML is created, images and text are placed on the page, or links to other pages/assets are added. It is assumed you have experience with these tools. Update your Section s settings Your Section s home page has been configured with some basic information based on your geographic location and former site content (welcome message and social media links, if applicable). To add or update this information, click the Edit tab on your Section s home page. From this page, you can update the following: 1. Add social media links (LinkedIn, Twitter and Facebook) if desired. 2. Update your location. 3. Do not uncheck the Enable menu for this group box. 4. Membership requests: retain the closed setting, as all Section sites will be publicly viewable. 5. Add (or edit) a mission statement / welcome message. This statement will always appear at the top of your Section s home page. 6. Comment settings: The default is for commenting to be disabled. The ability to collect and moderate comments on pages/posts is not yet available. PAGES Add new page 1. Click the Create Section Page link in the Manage Section block of your Section home page.

2 2 [Type text] 2. Title: Enter a title for your page. The title will become the heading of the page both in the browser title and at the top of the page itself. (Note: the page title can be different than the menu title as explained the Navigation section below.) 3. Sections: This option is collapsed by default because it is not an option that should be changed. All content is available to the public. 4. Body: You can format HTML directly in the editor or paste content from a document. When pasting content from a Word document, remember to click on the Paste from Word button. There are also options to paste in source code or format HTML by hand. 5. Promoted: By checking the Promoted to the Section Home Page box, the page you create will be posted to your Section s home page. This behavior is similar to a blog, where the page (post) will be displayed on the home page in reverse chronological order with other posts. By unchecking the box, the page will be created but not visible anywhere until you link to it from another page or add it to the Section links menu. (See the Navigation section below for more information.) 6. Focus Area: Please ignore for now. This feature has yet to be released. 7. File Attachments: You can browse to files on your computer and upload them to the server for linking within your pages. Once the file is uploaded, you will see the URL for the file location to insert into the body (in step 4 above). Many files can be browsed and uploaded consecutively. The process for linking to uploaded files is explained below in the Link to a page section below. 8. Comment Settings: The default is for commenting to be disabled. The ability to collect and moderate comments on pages/posts is not yet available. 9. Authoring Information: The Authored by field will be automatically set based on the editor s credentials (your login), but it can be overwritten if desired. The Authored on date and time stamp is also automatically set once a page is published, but can also be overwritten. See information below about reordering home page items. 10. Publishing Options: Checking the box to make the page Sticky at top of lists will only be meaningful if the page is also promoted to the Section home page. In that case, the page being added will post at the top of the home page

3 November 17, 2011 regardless of its date/time stamp. 11. Click the Submit button to publish (or you can Preview first). 12. Once the page is published, make note of the URL in order to link from other pages or your Section s navigation menu. Link to a page Once you ve added a page, it will need to be accessible as a link from the menu or another page. Note: If you promoted the page to your Section s home page and do not intend to add it to the navigation menu or link from another page on your site, then this step is unnecessary. (See the Navigation section below for information about adding links to your Section s navigation menu) 1. Make note of the destination page s URL after publishing (step 12 above). 2. Browse to the originating page - the page you will be linking from - and click the Edit tab. 3. Using the site editing tools (the Body section) add text to your page that will be clicked on by users to access the destination page - the page you will be linking to. 4. Select the text and click the Link button in the toolbar. 5. Paste in or type the URL of the destination page and click OK. 6. Click the Submit button to publish (or you can Preview first). Edit a page 1. Browse to the page you wish to edit. 2. Click the Edit tab. 3. The fields available to edit are the same as those available when adding a new page (See the Add new page section above). 4. Make the desired edits. 5. Click the Submit button to publish (or you can Preview first).

4 4 [Type text] Delete a page 1. On the edit screen, there is a button (at the bottom of the page) to Delete the page. 2. Click Delete and confirm on the next page if this is the truly desired action. 3. Alternatively, you can hide a page by ensuring it is not linked from your Section s navigation or another page, and by unchecking the Promote to home page box (if applicable). Promote to home page and reorder/remove home page items 1. Promote: To promote (display) a page or event to your Section s home page, check the Promoted to the Section Home Page box when creating or editing a page/event. This behavior is similar to a blog, where page (post) will be displayed on the home page in reverse chronological order with other posts. 2. Reorder: To reorder home page items, edit the page(s) / post(s) to reorder by clicking on the titles and then clicking the Edit tab. The order is based on the Authored on date/time stamp under Authoring Information. By changing the date or time (in relation to other home page posts) and submitting the change, the post will be repositioned on the Section home page. 3. Remove: To remove an item from the home page, uncheck the promote box and submit your change. Uploading and linking to images, documents or videos (or linking to existing web assets) 1. Uploading and linking to files: In the File Attachments section of the add/edit a page screen, you can browse to files on your computer and upload them to the server for linking within your pages. Once the file is uploaded, you will see the URL for the file location to insert into the body (see step 4 in Add new page section above). Many files can be browsed and uploaded consecutively. The process for linking to uploaded files is explained below in the Link to a page section above. 2. Uploading and adding images: To upload an image to the server, click the Image icon on the toolbar of the Body area of an add/edit a page screen. An Image Properties window will appear. From here, you can provide the URL of an existing image (hosted on SMPTE or elsewhere) or to upload a new image. To upload a new image, click the Upload tab in the Image Properties window and browse to the file on your computer, click Send it to the

5 November 17, 2011 Server, and then click OK. If the image is large, it may take a while for the server upload to complete before the OK button is clickable. After the image is successfully uploaded, you can position it from the Image Info tab in the Image Properties window. 3. Uploading and adding video: Depending on the type/format of your video, there are a couple of options. If the video format is Flash (flv), click the Flash icon on the toolbar of the Body area of an add/edit a page screen. The Flash Properties window will appear where you can upload a new Flash file or link to an existing file. To add a video from YouTube or Blip.tv, obtain the video embedding code from those sites and paste the code into the Source view of the Body area of an add/edit a page screen. NAVIGATION Adding page to navigation 1. To manage your Section s navigation menu (the top-right block/box titled Your Section Name ), browse to your Section s home page and click the Menus tab next to the Edit tab. 2. The next page will have a link to your menu; click that link. The Customize Menu page will appear, showing the existing menu structure for your Section. 3. Click the Add item tab to add a link to the menu. 4. Path: enter/paste the URL of the page/link you want to add. 5. Menu link title: enter the text that should appear in the menu. This can be different than the page title, if desired. 6. Description: optional text to appear when a user hovers their mouse over the link. 7. Enabled: this must be checked for the link to be visible in your menu. 8. Expanded: optional feature to show nested links (children) as always expanded in the menu (otherwise, nested links will only appear when the user clicks on the parent page). 9. Parent menu: defaulted as the Section s home page, but can be specified as a child of another page.

6 6 [Type text] 10. Click Save to add the menu item. 11. Weight: the number identified here specifies how this page will be ordered with the other menu items. Negative items will appear before positive items. Reordering navigation Your Section s navigation items can be reordered by changing the weight (see step 9 above) of each item, but the fastest way is to drag-and-drop the menu items as follows: 1. Browse to your Section s home page and click the Menus tab next to the Edit tab. 2. The next page will have a link to your menu; click that link. The Customize Menu page will appear, showing the existing menu structure for your Section. 3. Each menu item will have a directional icon to the left of the title. Grab the icon of the item you want to reorder and drag it up or down to its new location. Or you can drag it left to right to indent or un-indent. Repeat as necessary. 4. Click Save configuration Removing page from navigation 1. Browse to your Section s home page and click the Menus tab next to the Edit tab. 2. The next page will have a link to your menu; click that link. The Customize Menu page will appear, showing the existing menu structure for your Section. 3. Each menu item will have an Enabled checkbox. Uncheck the enabled box for any menu item you wish to remove. 4. Click Save configuration EVENTS Creating an event 1. Click the Create Section Event link in the Manage Section block of your Section home page.

7 November 17, Type of Event: Choose the type that best describes your event (this should always be Section Meeting). You may choose more than one type, if needed. 3. Title: Enter a title for your event. The title will become the heading of the page both in the browser title and at the top of the page itself. 4. Event URL: Optional field to provide another URL for registration or more information. 5. Date: Enter the starting date/time and ending date/time of the event. This can span multiple days for example: July 1, 2011 at 9:00am to July 3, 2011 at 5:00pm. 6. Timezone: Choose the timezone of the event s location. (There are advanced features for repeating events as well, if you have monthly meetings on the first Monday, for example.) 7. Sections: This option is collapsed by default because it is not an option that should be changed. All content is available to the public. 8. Body: You can format HTML directly in the editor or paste content from a document. When pasting content from a Word document, remember to click on the Paste from Word button. There are also options to paste in source code or format HTML by hand. 9. Location: Enter the location name (venue or business name for example), address, and phone, if desired. The address information will generate a Google Map and GPS coordinates. 10. Video: Provide URLs for related videos, if applicable. 11. Promoted: By checking the Promoted to the Section Home Page box, the page you create will be posted to your section s home page. This behavior is similar to a blog, where the page (post) will be displayed on the home page in reverse chronological order with other posts. By unchecking the box, the page will be created but not visible anywhere until you link to it from another page or add it to the Section links menu. (See the Navigation section above for more information.) 13. Focus Area: Please ignore for now. This feature has yet to be released. 14. File Attachments: You can browse to files on your computer and upload them to the server for linking within your pages. Once the file is uploaded, you will see the URL for the file location to insert into the body (in step 8 above). Many files can be browsed and uploaded consecutively.

8 8 [Type text] The process for linking to uploaded files is explained below in the Link to a page section above. 15. Comment Settings: The default is for commenting to be disabled. The ability to collect and moderate comments on pages/posts is not yet available. 16. Authoring Information: The Authored by field will be automatically set based on the editor s credentials (your login), but it can be overwritten if desired. The Authored on date and time stamp is also automatically set once a page is published, but can also be overwritten. See information above about reordering home page items. 17. Publishing Options: Checking the box to make the page Sticky at top of lists will only be meaningful if the event is also promoted to the section home page. In that case, the event being added will posted at the top of the home page regardless of its date/time stamp. 18. Click the Submit button to publish (or you can Preview first). 19. Once the event is published, make note of the URL in order to link from other pages or your Section s navigation menu. Editing an event 1. Browse to the event you wish to edit. 2. Click the Edit tab. 3. The fields available to edit are the same as those available when adding a new event (See the Creating an event section above). 4. Make the desired edits. 5. Click the Submit button to publish (or you can Preview first).

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