This is a consolidated list of all the guides that are included in the UQ Drupal Fundamentals training.

The relevant guides for each task are included at the beginning of each task.

Topic: Components

Task: Hero banner component

Edit a Hero banner

Step 1

Hover the mouse pointer over the right-hand corner of the hero banner pane to display the Edit cog (Edit menu icon). Click the icon to display the menu and click Edit to open.

edit hero banner

Step 2

The configuration form for the hero banner component displays.  

  1. Title - the title of the home page can contain a message.  Words on hero banners on other panel pages should be minimised to one single words where possible.
  2. Image - the minimum image dimensions should be 2560px X 560px.
  3. Caption - for the purposes of attributing the image as per the copyright of the image.
  4. Layout - select between the default and thin banner
  5. Theme (tint) - choose between none, dark or light tint to overlay the image.
  6. Text - depending on the selected tint, choose the text light or dark to ensure sufficient contrast between the text and image to improve legibility.

Edit the hero banner

  1. Links - insert relative path links when linking to content on the site. If required, select between 1, 2 or 3 links.
  2. Save the changes.

save hero banner

Hero images and banners guide

Recommended image dimensions: 2560px wide by 560px high

Best practice

  • Apply a dark tint to ensure the white text stands out with enough contrast. Dark tint does not need to be a part of the actual image. It is an option when creating the hero banner component.
  • Recommended image size should be adhered to. This will remove the possibility of the image being stretched, which will result in a poor image appearance.
  • If possible, choose an image which is free of other distractions, where the person/object or theme is the focal point.

best practice image

Avoid these mistakes

Too much text

  • Banners should contain a short message that is quick and easy to read. Users are more likely to read the text if your messages are short and succinct.

Image to avoid

    Busy imagery

    • Avoid using banner images that are overly bright, which diminishes the ability of the copy to stand out sufficiently.
    • Avoid using images which have very busy imagery, which may detract further from the banners messaging.

    avoid busy images

    Too small images

    • Images smaller than recommended dimensions will be stretched to fill the space, which will result in a poor image quality.

      avoid small images

      Image sources, conditions of use and attribution

      Conditions and attribution

      It is your responsibility to understand and comply with any conditions of use associated with images on your website.  Ideally, attribution appears as a caption under an image or if this is not practical, at the end of the page.

      It is recommended that you avoid: 

      • original works which do not permit modification as the image in UQ Drupal may display differently on different devices or in a featured view
      • photos of people where there is not permission to use their image.

      UQ image sources

      • UQ Images (uq login required)
      • local school or faculty storage drives
      • Google search 'UQ' plus your keywords or search UQ news to see if your School or Faculty already has images on your topic.  If in doubt check with the owning organisational unit as to whether you can use it.
      • eSpace advanced search using display type 'image'.

      Externally sourced images

      Stock images should be avoided as they detract from the authenticity of your messages. However, you can purchase stock images from sites such as iStock or Shutterstock. It's possible that there is a stock image account in use in your local marketing and communications unit.

      Wikimedia commons

      Wikimedia commons is the largest single repository of media which can be reused without charge on the web with over 27 million files.  Wikimedia offers images of art, antiquities, historical events, places, buildings and nature.  The image must be pubilc domain or creative commons licensed for you to use it.  It is recommended that you cite the image using the Wikimedia format which includes a name or short title, the name of the photographer or artist if available, via Wikimedia Commons, and the legal status (expressed as public domain or CC2.0, 3.0 etc).

      Examples:

      The Young Student by Ozias Leduc, via Wikimedia Commons, Public Domain.

      High magnification micrograph of a liver with cirrhosis. Trichrome stain. Nephron via Wikimedia Commons CC 3.0

      Task: Rich text component

      Rich text

      Step 1

      Hover the mouse pointer over the right-hand corner of the Rich Text pane to display the Edit cog (Edit menu icon). Click the icon to display the menu and click Edit to open the Rich Text form.

      edit rich text

      Step 2

      The configuration form for the rich text component displays.  

      1. Title - do not edit the title of the component.
      2. Body - edit to update the content.

      Edit the rich-text

      1. Click Save to accept the changes

      edit rich text

      WYSIWYG editor

      If you can use Microsoft Word, you can edit a webpage.

      WYSIWYG editor - What You See Is What You Get
      You can style the text and add rich media to your document in real time by using the editor toolbar buttons and dialog windows. You do not need to work with HTML code directly.

      The WYSIWYG ribbon appears at the top of the authoring interface for Rich Text fields.


       

      bold button
       bold
       
      italics button
       italics
       
      underline button
       underline
       
      Strikethrough button
       strikethrough
       
      superscript button
       superscript
       
      remove format button
       remove format
       

      left align left align
       

      align centre centre align
       

      right align right align
       

      justified justified
       

      bullet list bulleted list
       

      • Unordered list item 1
      • Unordered list item 2
        • nested list item 1
        • nested list item 2
      • Unordered list item 3

       

      numbered list numbered list

      1. Ordered list item 1
      2. Ordered list item 2
        1. nested list item 1
        2. nested list item 2
      3. Ordered list item 3

       

      increase indent  increase indent

       

      decrease indent decrease indent
       

      blockquote blockquote
       

      undo undo
       

      redo redo
       

      cut cut
       

      copy copy
       

      paste paste
       

      paste from word paste from word
       

      link   link - opens link dialog box
       

      anchor   anchor -  use to create an anchor point within the text and link to it using link (chain icon)
       

      insert image   image - opens image dialog box
       

      insert horizontal line   horizontal rule:


      insert table   Table icon - opens table dialog box
       

      insert iframe     iFrame icon - opens iframe dialog box - for setting display properties of third party embeds
       

      source Source - view source code behind display
       

      Styling Text styling

      Normal - body text

      Address
      Formatted

      H2 - heading 2

      H3 - heading 3

      H4 - heading 4

      H5 - heading 5
      H6 - heading 6
      Normal div - inserts <div> tag around content, alerts you to when content is within div tags
       
      find  Find
       
      replace  Find and replace
       
      maximise  Maximise - maximise the writing space to full screen (you can also drag the bottom right corner to increase it a bit)
       
      insert snippet  Snippets - insert Snippets of content 
       

      Task: Card grid component

      Card grid

      Use this component when it’s necessary to highlight content that requires the user to navigate to a sub-page for further detail. Images should have a similar tone and treatment to visually unify the panel.

      Cards can be added as either custom cards where all fields are manually set, or as node references where the content of the card comes from the node page being referenced.

      Step 1

      Using the mouse, hover the pointer over the right-hand corner of the card grid component to activate the field and display the Edit cog (Edit menu icon). Click the icon to display the menu.

      Edit the card grid

      Step 2

      The menu displays. Select Edit to open the configuration form for the card grid, scroll to the card to be edited and edit the required fields.

      1. Title - Limit the title length, so that it does not exceed 3 lines on the card.
      2. Image - recommended image dimensions is 640px X 640px. Ensure the image is relevant to the topic of the card.
      3. Content - (optional) brief summary of up to 20 words.

      Edit configuration form 1-3

      1. Primary Link - used to create  the hyperlinked card title. If linking to content on the website, follow the steps 4A-4D to insert a relative reference.
        A. Click Search
        B. Type in a minimum of 3 letters of a word in the Search for content field.
        C. Select the Content from the list of suggested content
         

        Card grid Linkit A-C


        D. Click Insert Link.

        card-grid-linkit-d

      2. Action Links - secondary links on the card. Can be used for further information or calls to action.  If linking to content on the website, follow the steps 4 A-D above to insert a relative reference. 

        Note
        If the relative reference is used, the title field will display the title of the content that it is linked to.
        If an absolute reference is used, for content that does not exist on your site, type in an appropriate title and enter the absolute URL in the URL field.

      Actin links

      1. Customise display options is restricted to Site builders.

      2. Click Save to save the configured card grid (column card) and return to the panel page.

      Save Card grid

      Card images

      Recommended image dimensions: 640px by 640px

      Best practice

      • If possible, choose an image which is free of other distractions where the person, subject or object is the main focal point of the image.

      best practice image

      Avoid these mistakes

      Text over faces

      • Ensure text does not obscure faces.

      Image to avoid

      Busy images

      • Image is far too busy with no clear focus or subject matter.
      • Lack of a tint makes the text illegible.

      avoid busy images

      Lack of context

      • Ensure your chosen image clearly supports the text. In the example below, the image is lacking context and is not engaging

      Image should reflect context

      Cropping

      Why does my image get cropped and scaled into different sizes?

      Instead of having to supply a different image for each component, we use the one image, but across many components. This results in the one image being resized and cropped across many variations for mobiles, tablets and desktop screens. Below is a guide of how your original image can get cropped.

      image free crop

      Crop free region

      In this 640 by 480 example, the image shows a 290 by 325 pixel crop free zone, where anything inside this area won’t get cropped out. Depending on which component you choose and what device you’re viewing the image on (Mobile vs Desktop), your original image will get cropped and resized to various degrees as roughly depicted in the examples below. The image is always cropped out from the centre, and is scaled due to responsive design.

      Importance of placement

      When considering the crop free region, it is worth noting that anything in this region will not get cropped out in any of the components. Is it therefore advisable to place any important aspects of the photo within this region, to avoid the potential of it getting cropped out on various devices.

      Cropping variations

      Showing how your image can appear in different components

      crop variation 1
      crop variation 2
      crop variation 3

      Top of page

      Topic: Basic page

      Task: Format content

      Basic page guide

      Basic pages are the simplest and most common type of page. The majority of general content pages on a site will be either Basic page or Structured pages.

      Step 1

      In the administration menu, go to Content > Add content > Basic page.

      Basic page menu selection

      Step 2

      The edit screen displays.

      1. Title - Page title
      2. Summary - Optional. Displays in teaser and card views where the page is referenced in a list. Doesn't appear on the page.
      3. Body - Content of the page

      Basic page fields 1 to 3

      1. Teaser image - Optional. Displays in card and teaser views. Advice on images.
      2. Hero image - Optional. Replaces the default page header with a hero banner header.

      Basic page image fields

      1. Aside - Optional. Used for content that is tangentially related to the Body content, such reminders or contact details.
        Click Add new paragraph to create an Aside.
        Note - Headings used in the aside, should start at heading level 3.

      Basic page aside

      The Aside field displays.

      aside rich-text paragraph

      1. Related content - Optional. Allows other pages on the site to be referenced in a short list. The relationship is manually created, not inferred from any data such as tags.
        Click Add new paragraph to create a related content group.

      click add new paragraph

      The Related Content fields display.

      Title - Optional. Heading to label the related pages. e.g. "Associated research", or "See also"

      Related content - Reference to other pages on the site. Type the first few letters of a page title to look-up the desired page. Multiple related pages can be added.

      related content

      1. Tags - Click the dropdown arrow to select a tag from the list of vocabularies and their terms to categorise the content.

      Basic page tags

      1. Menu Settings  - Tick provide a menu link to display the menu settings options. Adding a page to the menu ensures it will appear in the site map.

      Tick provide a menu link

      Enter the menu settings fields.

      Menu link title - The menu link title is automatically populated from the basic page title. The menu link title can be edited.

      Description - Content entered in the description field will be displayed when hovering the cursor over the menu link.

      Parent item - Selection of a parent item ensures improved website navigation by displaying a breadcrumb trail at the top of the page.

      Weight - Select a weight to determine the order of the menu link in the Parent Item. Menu links with smaller weights are displayed before links with larger weights.  Tip: easier to drag the links into position to change the order. 

      Basic page menu

      1. URL path settings - a friendly URL is generated automatically if the tick box remains ticked.

      URL path settings

      1. Revision information - if create new revision remains ticked, a new version of the basic page is saved each time after it is published. The versions are accessible from the revisions tab.

      revision information

      1. Authoring information - The information of the author is recorded. After the basic page is saved, the "Authored on" field is updated.

      authoring information

      1. Publishing options - Click the tab Publishing options to finalise the publishing settings.
        To publish - The published field is automatically ticked. Keep it tick to publish
         To create a draft - untick published to save as a draft.

      publishing options

      1. Save - Click Save to update the basic page. 

      Headings guide

      Headings help to organise content and give structure and meaning to a page.

      Headings and subheadings make it easier for users to quickly find the information they need, and allow assistive technologies and web crawlers to scan and understand content.

      Writing headings

      Headings should accurately outline the main purpose of the content in language that helps readers to find the information they're looking for.

      When writing headings, make sure they're succinct and appropriately descriptive to help readers scan the page. They should also:

      • include relevant keywords
      • be short and simple (ideally 65 characters or less for mobile users)
      • use sentence case to make them easier to read.

      Good headings also avoid using jargon, puns, and exaggerated or unrelated terms.

      Hierarchy

      Headings are organised into a hierarchy, with levels starting at one and continuing to 6. In web content, they are referred to as H1, H2, H3, H4, H5 and H6.

      When using headings on a page, you should always organise them in hierarchical order, with the main heading on the page as H1, followed by subheadings in order from H2 onwards.

      The page title should always be H1 – and there should only be one H1 per page. This can be included on the hero image or at the top of the page.

      Subheadings break the page into more specific sections. H2 should be used for main subheadings on a page, with further subheadings using H3, H4, or H5 in descending order. It is rare to need H4 or H5 – generally, using headings down to H3 is enough.

      Headings communicate a specific meaning to both users and web crawlers. Misusing headings can confuse users, screen readers and search engines.

      Best practice

      • Never skip heading levels for style reasons (for example, jump from H2 to H4).
      • Don't use bold text instead of a heading.
      • Don't use a heading because you just want to make text bigger.
      • Don't format whole paragraphs as headings.
      • Use one H1 per page.

      Example heading hierarchy

      H1

      This is the main heading on a page.

      H2

      H2s should be used for second-level subheadings, to group the page into larger sections.

      H3

      Use H3s for third-level subheadings, to break up content within H2 sections.

      H4

      Use for fourth-level subheadings.

      H5

      Use for fifth-level subheadings (rarely used).

      Task: Insert links

      Basic page guide

      Basic pages are the simplest and most common type of page. The majority of general content pages on a site will be either Basic page or Structured pages.

      Step 1

      In the administration menu, go to Content > Add content > Basic page.

      Basic page menu selection

      Step 2

      The edit screen displays.

      1. Title - Page title
      2. Summary - Optional. Displays in teaser and card views where the page is referenced in a list. Doesn't appear on the page.
      3. Body - Content of the page

      Basic page fields 1 to 3

      1. Teaser image - Optional. Displays in card and teaser views. Advice on images.
      2. Hero image - Optional. Replaces the default page header with a hero banner header.

      Basic page image fields

      1. Aside - Optional. Used for content that is tangentially related to the Body content, such reminders or contact details.
        Click Add new paragraph to create an Aside.
        Note - Headings used in the aside, should start at heading level 3.

      Basic page aside

      The Aside field displays.

      aside rich-text paragraph

      1. Related content - Optional. Allows other pages on the site to be referenced in a short list. The relationship is manually created, not inferred from any data such as tags.
        Click Add new paragraph to create a related content group.

      click add new paragraph

      The Related Content fields display.

      Title - Optional. Heading to label the related pages. e.g. "Associated research", or "See also"

      Related content - Reference to other pages on the site. Type the first few letters of a page title to look-up the desired page. Multiple related pages can be added.

      related content

      1. Tags - Click the dropdown arrow to select a tag from the list of vocabularies and their terms to categorise the content.

      Basic page tags

      1. Menu Settings  - Tick provide a menu link to display the menu settings options. Adding a page to the menu ensures it will appear in the site map.

      Tick provide a menu link

      Enter the menu settings fields.

      Menu link title - The menu link title is automatically populated from the basic page title. The menu link title can be edited.

      Description - Content entered in the description field will be displayed when hovering the cursor over the menu link.

      Parent item - Selection of a parent item ensures improved website navigation by displaying a breadcrumb trail at the top of the page.

      Weight - Select a weight to determine the order of the menu link in the Parent Item. Menu links with smaller weights are displayed before links with larger weights.  Tip: easier to drag the links into position to change the order. 

      Basic page menu

      1. URL path settings - a friendly URL is generated automatically if the tick box remains ticked.

      URL path settings

      1. Revision information - if create new revision remains ticked, a new version of the basic page is saved each time after it is published. The versions are accessible from the revisions tab.

      revision information

      1. Authoring information - The information of the author is recorded. After the basic page is saved, the "Authored on" field is updated.

      authoring information

      1. Publishing options - Click the tab Publishing options to finalise the publishing settings.
        To publish - The published field is automatically ticked. Keep it tick to publish
         To create a draft - untick published to save as a draft.

      publishing options

      1. Save - Click Save to update the basic page. 

      Link to a location in the local website guide

      Linking to pages on the same site should always use relative path urls. Following the instructions below will insert links that are automatically updated if the page url changes.

      Select link type, internal path, when linking to a page on the local site.

      Step 1

      In the WYSIWYG editor select the text to link. Click the link (WYSIWYG link icon) icon to open the dialog window.

      Select linking text

      Step 2

      Select the option, internal path.

      Select link type

      Step 3

      Select the link type, Internal path. Start typing the name of the page that will be linked to in the Link field.  The system will auto-complete available matches.

      Type name of page in link field

      Step 4

      Select the applicable page and click OK to insert the link. The page name is displayed along with the system reference in brackets.

      Click ok

      The link is inserted.

      Link is inserted

      Optional

      Links such as 'read more' type links can be styled to have a chevron icon beside them by using the follow utility class.
      Note that this makes the link sit on its own line so cannot be used for links within a paragraph.

      arrow-link

      <a href="" class="arrow-link">Read more about links</a> Read more about links

      Link to a document guide

      For links to files such as .pdf or .doc, include the file extension and size within the link, e.g. Download our prospectus (PDF, 20MB)

      Select link type, URL when linking to a document uploaded to the local site.

      Step 1

      In the WYSIWYG editor select the linking text. Click the link (WYSIWYG link icon) icon to open the dialog window.

      Select linking text

      Step 2

      Change the Link Type to URL.

      Select Link Type URL

      Step 3

      Click Browse Server to navigate to the File Browser to select the file on the server.

      Browser Server

      Step 4

      File Browser displays. Double click on the document to link to. (See file management for instructions on uploading files.)

      File Browser to select document

      Step 5

      The relative URL path for the document is inserted. Check the checkbox Display file type and size in the link to get the file information displayed automatically. Click OK to apply the link and Save the webpage.

      File thing path added

      The linked text displays.

      Link Inserted for URL

      Link to an external website guide

      Select link type, URL when linking to an external website.

      Step 1

      In the WYSIWYG editor select the text to link. Click the link (WYSIWYG link icon) icon to open the dialog window.

      Select linking text

      Step 2

      Select the option, URL.

      Select Link Type URL

      Step 3

      Select the Protocol drop-down and select the appropriate one for the external site. Enter the full URL.

      enter the full URL

      Step 4

      Click OK to apply the link and Save the web page. The link dispalys.

      Link Inserted for URL

      Optional

      You can provide context for users that the link goes to an external location by adding the class: link--external

      This will add the external link icon to the end of the link.

      Link to a blank email message guide

      Forewarn the user if a link will open their email program.  Use the link dialog box to input the email address and, if desired, the default subject and body text. Express this link as ‘Email Jane Doe’ (clear) not ‘Contact Jane Doe’ (unclear).

      Select link type, email when linking to blank preset email.

      Step 1

      In the body field of your content type (basic page, article) select the linking text. Click the link (WYSIWYG link icon) icon to open the dialog window.

      Select the text and link button

      Step 2

      Select the option, email.

      Select email link type

      Step 3

      Enter the following information.

      1. Email address of the recipient.
      2. Subject of the email
      3. Message body if there is required information to be completed.

      complete preset email fields

      Step 4

      Click OK to apply the link and Save the web page. If the mouse is hovered over the link, the recipient email and subject displayed at the bottom of the web page.

      check the email link

      Add a button guide

      Links can be styled as buttons to bring more emphasis to them as primary actions on a page.

      Generally, only 1 or 2 buttons should be used per page so the user has a clear action point. Do not use buttons for every link as this is not appropriate and leads to clutter that reduces the effectiveness of all buttons on the site.

      Example button

      Buttons can be added by the following methods:

      Link dialog window

      Step 1

      1. Highlight the text to be made into a button
      2. Click the link icon on the WYSIWYG editor to open the link dialog window.

      Select text to be converted to a button

      Step 2

      The link dialog window appears. On the Link Info tab:

      1. select the link type
      2. insert the link path.

      Insert link for button

      Step 3

      On the Advanced Tab, enter button in the Stylesheet Classes field. 

      Note: classes are case sensitive.

      Insert stylesheet class button

      Step 4

      Click OK and the button displays.

      Note: the button width setting reflects the text width plus padding.

      Example of button

      The button displays:

      Register


      Making buttons display full-width

      Right click on the button and select Edit Link

      Edit Button link

      On the Advanced tab of the link dialog window, enter button expand in the Stylesheet Classes field.

      Stylesheet class button expand

       

      Click OK and the button is saved. The button now displays at 100% width of its container.

      Register

      Source code

      Step 1

      Click Source icon in the WYSIWYG editor.

      Select Source code

      Step 2

      Insert the cursor in the location where the button will display. Insert the code of the button type.  In this scenario, the Default Button will be inserted using the code: <a class="button" href="#">Default Button</a>

      The # symbol refers to the URL that will be inserted.

      inserted code

      Step 3

      Replace the # in the code with the URL that it should link to. In this instance, the # has been replaced with http://jobs.uq.edu.au/caw/en/listing/ and click Save.

      URL reference

      The button displays:

      Default button

      Task: In-line images

      Basic page guide

      Basic pages are the simplest and most common type of page. The majority of general content pages on a site will be either Basic page or Structured pages.

      Step 1

      In the administration menu, go to Content > Add content > Basic page.

      Basic page menu selection

      Step 2

      The edit screen displays.

      1. Title - Page title
      2. Summary - Optional. Displays in teaser and card views where the page is referenced in a list. Doesn't appear on the page.
      3. Body - Content of the page

      Basic page fields 1 to 3

      1. Teaser image - Optional. Displays in card and teaser views. Advice on images.
      2. Hero image - Optional. Replaces the default page header with a hero banner header.

      Basic page image fields

      1. Aside - Optional. Used for content that is tangentially related to the Body content, such reminders or contact details.
        Click Add new paragraph to create an Aside.
        Note - Headings used in the aside, should start at heading level 3.

      Basic page aside

      The Aside field displays.

      aside rich-text paragraph

      1. Related content - Optional. Allows other pages on the site to be referenced in a short list. The relationship is manually created, not inferred from any data such as tags.
        Click Add new paragraph to create a related content group.

      click add new paragraph

      The Related Content fields display.

      Title - Optional. Heading to label the related pages. e.g. "Associated research", or "See also"

      Related content - Reference to other pages on the site. Type the first few letters of a page title to look-up the desired page. Multiple related pages can be added.

      related content

      1. Tags - Click the dropdown arrow to select a tag from the list of vocabularies and their terms to categorise the content.

      Basic page tags

      1. Menu Settings  - Tick provide a menu link to display the menu settings options. Adding a page to the menu ensures it will appear in the site map.

      Tick provide a menu link

      Enter the menu settings fields.

      Menu link title - The menu link title is automatically populated from the basic page title. The menu link title can be edited.

      Description - Content entered in the description field will be displayed when hovering the cursor over the menu link.

      Parent item - Selection of a parent item ensures improved website navigation by displaying a breadcrumb trail at the top of the page.

      Weight - Select a weight to determine the order of the menu link in the Parent Item. Menu links with smaller weights are displayed before links with larger weights.  Tip: easier to drag the links into position to change the order. 

      Basic page menu

      1. URL path settings - a friendly URL is generated automatically if the tick box remains ticked.

      URL path settings

      1. Revision information - if create new revision remains ticked, a new version of the basic page is saved each time after it is published. The versions are accessible from the revisions tab.

      revision information

      1. Authoring information - The information of the author is recorded. After the basic page is saved, the "Authored on" field is updated.

      authoring information

      1. Publishing options - Click the tab Publishing options to finalise the publishing settings.
        To publish - The published field is automatically ticked. Keep it tick to publish
         To create a draft - untick published to save as a draft.

      publishing options

      1. Save - Click Save to update the basic page. 

      In-line images guide

      In-line images refer to any image added to the body field via the WYSIWYG editor as opposed to a specific file upload field such as "Teaser image".

      Step 1

      1. Position the cursor where the image should be inserted.
      2. On the WYSIWYG editor, click the image button.

      Select image button on WYSISYG

      Step 2

      The image properties window displays. Click browse server to select an image.

      Select browse server on Image properties

      Step 3

      The file browser image folder displays. Select the image if it is already on the server (skip to Step 5), or click upload to upload a new image from your computer.

      File browser upload

      Step 4

      The window to your computer opens. Navigate to the location where the image is stored.  

      1. Click on the image to select it
      2. Click open to upload the image.
        1. Mulitple images can be uploaded at one time. Select all images before clicking open.

      Image upload

      Upload finished displays if the image is successfully uploaded.

      Step 5

      Select the image by clicking on it. Click choose or double click the image to insert it in the WYSIWYG field.

      Insert image

      Step 6

      The image properties window opens.

      1. Insert alternative text to describe the image for screen readers and search engines. This text doesn't display on the front-end, but is required for accessibility.
      2. Select the alignment of the image
      3. Select captioned image to display a caption below the image. The caption field will appear after OK is clicked.
      4. Click OK to save the image properties.

      completed Image properties

      You are returned to the body field to complete the rest of the content.

      Top of page

      Topic: Structured page

      Structured page

      Structured pages are similar to Basic pages, but are designed for long content that needs to be split up into sections or steps. The majority of general content pages on a site will be either Basic page or Structured pages.

      Step 1

      In the administration menu, go to Content > Add content > Structured page.

      menu selection for structured page

      Step 2

      The edit screen displays.

      1. Title - The page title.
      2. Introduction - Displays above the structured content paragraphs.

        Structured page fields 1 to 3

      3. View mode selector - Determines how the structured content fields will display.

        Tabs view
        Each paragraph is a separate tab. Recommend 2-4 tabs maximum.

        Tabs display in horizontal format


        Accordion view
        Each paragraph is a separate accordion toggle. All are collapsed by default, and only one is active at a time.

        Accordion display



        Step by step view
        Each paragraph becomes a step in a process and behaves like a separate page. Index of steps is listed at the top of the page, and previous/next buttons display at the bottom.

        Step by step display


        Table of contents view
        Each paragraph is displayed one below the other. A jump list to each paragraph displays at the top of the page.

        Table of contents

      1. Structured Content - Add a new paragraph for each section of content to be displayed using one of the view modes.

      Add new paragrahp

      Each structured content paragraph contains a Title and Body field.

      Structured content paragraph

      1. Teaser image - Optional. Displays in card and teaser views. Advice on images.
      2. Hero image - Optional. Replaces the default page header with a hero banner header.

      Teaser image and hero image uploaded

      1. Aside - Optional. Used for content that is tangentially related to the main page content, such reminders or contact details.

       aside

      The Aside field displays.

      aside rich-text paragraph

      1. Related content - Optional. Allows other pages on the site to be referenced in a short list. The relationship is manually created, not inferred from any data such as tags.

      click add new paragraph

      The Related Content fields display.

      Title - Optional. Heading to label the related pages. e.g. "Associated research", or "See also"

      Related content - Reference to other pages on the site. Type the first few letters of a page title to look-up the desired page. Multiple related pages can be added.

      related content

      1. Tags - Click the dropdown arrow to select a tag from the list of vocabularies and their terms to categorise the content.

      tags

      1. Menu Settings  - Tick provide a menu link to display the menu settings options. Adding a page to the menu ensures it will appear in the site map.

      Tick provide a menu link

      Enter the menu settings fields.

      Menu Link Title - The menu link title is automatically populated from the page title. The menu link title can be edited.

      Description - Content entered in the description field will be displayed when hovering the cursor over the menu link.

      Parent Item - Selection of a parent item ensures improved website navigation by displaying a breadcrumb trail at the top of the page.

      Weight - Select a weight to determine the order of the menu link in the Parent Item. Menu links with smaller weights are displayed before links with larger weights.  Tip: easier to drag the links into position to change the order. Review
      re-order menu links.

      Basic page menu

      1. URL path settings - a friendly URL is generated automatically if the tick box remains ticked.

      URL path settings

      1. Revision Information - if create new revision remains ticked, a new version of the structured page is saved each time. The versions are accessible from the revisions tab.

      revision information

      1. Authoring Information - The information of the author is recorded. After the structured page is saved, the "authored on field" is updated.

      authoring information

      1. Publishing Options - Click the tab Publishing options to finalise the publishing settings.
        To publish - The published field is automatically ticked. Keep it tick to publish
         To create a draft - untick published to save as a draft.

      publishing options

      1. Save - Click Save to update the structured page. 

      Top of page

      Topic: Person and team

      Task: create a person (professional) & create a person (academic)

      Person guide

      The Person content type is used to display a biograph page, most commonly for staff. People can be grouped into Teams and listed in the Staff Directory.

      People can be manually added on the site, or imported automatically from authorative central data.

      Imported data must be updated at its source of origin to feed through to UQ Drupal.

      Step 1

      In the administration menu, go to Content > Add content > Person.

      select person from the add content menu options

      Step 2

      The edit screen displays.

      1. Display name - Full name and title as preferred for publication. e.g. Mr John Citizen
      2. Firstname - Used in the page url
      3. Surname - Used in the page url
      4. Postnominal

      first 4 fields in person page
       

      1. Position - Paragraph containing multiple fields. A person can have multiple positions.

      Add position button
       

      The Position fields display.

      Organisation ID
      Organisation Title
      Position Title - Imported from Aurion.
      Staff group - Optional. Groups staff by type for filtering in the Staff Directory
      Phone
      Fax - Imported from UQ Researchers

      position fields

      To add additional positions, click Add another Position.

      1. Email - Imported from the primary email field in Webprism.

      enter the email address
       

      1. Areas of responsibility

      Areas of responsibiliity
       

      1. Biography - Imported from UQ Researchers.

      Biography
       

      1. Photo - See profile picture guidance for advice. Imported from UQ Researchers for UQ staff.

      image of browse button to upload an image
       

      1. UQ Username

      blank UQ username field
       

      1. UQ Researcher ID - Optional. Allows a link to the profile on UQ Researchers
      2. Research profile is public - If ticked, and a UQ Researcher ID is provided, the link to the profile will display on the Person page.
      3. Is a supervisor - If ticked, a paragraph is inserted in the page to provide a link to view current and completed supervisions on UQ Researchers.
      4. eSpace Author ID - Optional. If provided, an automated feed of publications for that author will display on the Person profile page.

      position fields linking to UQ researchers and eSpace
       

      1. Research Area - select the research area that the researcher works in.  The research areas are added as terms to the Research area vocabulary.  A Site coordinator can add a term to a vocabulary. For further information about terms and vocabularies, review Taxonomy.

      Research area selection drop-down
       

      1. URL path settings - a friendly URL is generated automatically if the tick box remains ticked.

      URL path settings
       

      1. Revision Information - if create new revision remains ticked, a new version of the basic page is saved each time. The versions are accessible from the revisions tab.

      revision information
       

      1. Meta tags

      Meta tags
       

      1. Authoring Information - The information of the author is recorded. After the basic page is saved, the "authored on field" is updated.

      authoring information
       

      1. Publishing Options - Click the tab Publishing options to finalise the publishing settings.
        To publish - The published field is automatically ticked. Keep it tick to publish
         To create a draft - untick published to save as a draft.

      publishing options
       

      1. Save - Click Save to update the person content type.

      UQ Researcher & eSpace ID

      Finding a UQ Researcher ID

      1. Go to http://researchers.uq.edu.au and search for the reseacher.
      2. The researcher's profile page displays. The UQ Researcher ID appears at the end of the URL:
        https://researchers.uq.edu.au/researcher/{UQ Research ID}

      Finding an eSpace author ID

      1. Go to http://espace.library.uq.edu.au and search for the author.
      2. A list of publications by that author displays.
      3. Click on the name of the author in one of the results to view results for specifically that author. The eSpace ID appears at the end of the URL:
        http://espace.library.uq.edu.au/list/author_id/{eSpace ID}

      The feed of publications from eSpace is cached on Drupal websites for 1 hour for performance reasons.

      Task: create a team (professional) & create a team (academic)

      Team guide

      Teams are manually managed groups of people. They can be used to represent organisational structure, research teams, or any other ad-hoc grouping.

      It is recommended to create people pages first, and then create the teams to assign them to.

      Step 1

      In the administration menu, go to Content > Add content > Team.

      Add content team page

      Step 2

      The edit screen displays.

      1. Title - Page title
      2. Description - Optional. DescibDescribeseam's role, purpose, etc.

      team create page

      1. Members - Multiple groups of people can be added to a team.
        • Description - Optional. Describes the title, role, function of these members in the team.
        • Members - Entity reference to each Person node. Order is set manually by dragging.

      Add team members

      1. Staff group - Optional. Categorise the Team to allow sorting/filtering on listing pages such as the Staff Directory.
      2. Email - Optional. General contact email for the team. e.g. team-name@org.uq.edu.au
      3. Phone - Optional. General team phone number.
      4. Location - Optional. Physical location of the team if they are accessible publicly.
      5. Tags - Click the dropdown arrow to select a tag from the list of vocabularies and their terms to categorise the content.

      Team Training Staff Grouping and tags image

      Top of page

      Topic: Event

       Task: Event - with sessions & event - without session

      Event guide

      Events are comprised of 2 parts: the Event, and Sessions. Every event must have at least one Session, but they can have multiple Sessions.

      For instance an all day event may have several lecture sessions and a workshop session.

      Create an event

      Step 1

      In the administration menu, go to Content > Add content > Event.

      Add Event Menu

      Step 2

      1. Title
      2. Event Summary - Optional. Displays in teaser and card views where the event is referenced in a list. Doesn't appear on the page.
      3. Event Description

      Create event 1-4

      1. Event type - Taxonomy term used for grouping events.

      event type selection

      1. Registration required - Tick if registration for the event is required. Additional registration fields will appear.

      event-details-5

      The registration fields display.

      Registration URL - Label and url for the registration button.

      Registration dates - The register button will only display between the start and end dates.

      Event registration details

      1. Payment required - Tick if payment is required. Additional payment fields will appear.

      Payment required

      The payment fields display.

      Payment description - Recommend: costs, instructions for where/who to make the payment to.

      Event payment details

      1. Contacts - Optional. Provides event contact name and details. Multiple contacts can be added.

      Add event contact

      The contact fields display.

      Event contact details

      1. Teaser image - Optional. Displays in card and teaser views. Advice on images.
      2. Hero image - Optional. Replaces the default page header with a hero banner header.

      event images

      1. Tags - Optional. Tag events to filter list of events on other pages. See tagging.

      event tag

      1. Add sessions to complete the event.

      Add sessions

      1. Click Add new session to display the session detail fields.

      Add a new session

      The session detail fields display.

      1. Enter the Session name
      2. Session status - The status defaults to scheduled. If a session is cancelled, the status can be updated to cancelled

      Session details

      15. Tick the box to display the field to complete a Session status message to the event. 

      Session

      The status field displays.

      Session status message

      1. Session date - Enter the start and end date and times.
      2. Tick repeat sessions if additional sessions follow a pattern.

      session dates

      The repeat options display. Select if applicable

      event repeat options

      1. Session summary - Displays in teaser views where a link to the session is displayed in a list.
      2. Session description - Displays below the event description on the session page.

      Session summary and description

      1. Click Add new location for the session.

      Add-location

      Location fields display.  Enter the location details

      enter location details

      1. If registration is required, tick the registration required box.

      registration required selections

      The option to use the parent registration details is automatically selected. If however, this is unticked, additional fields to provide specific registration details for the session are provided.

      specific session registration details

      1. If payment is required, tick the payment required box.

      Payment required

      The option to use the parent payment details is automatically selected. If however, this is unticked, additional fields to provide specific payment details for the session are provided.

      Session specific payment details

      1. If required, add a Teaser image for the session.

      Teaser image

      1. Select tags to categorise the session.

      Categorise the session

      1. To publish the session, tick published.

      Tick published

      1. To save the session, click Update session.

      Click update session to save

      1. The  saved session is added to a table.  Click Add new session to add additional sessions to the event.

      Saved session

      1. URL path settings - a friendly URL is generated automatically if the tick box remains ticked.

      URL path settings

      1. Revision Information - if create new revision remains ticked, a new version of the article is saved each time. The versions are accessible from the revisions tab.

      Revision information

      1. Authoring Information - The information of the author is recorded. After the article is saved, the "authored on field" is updated.

      authoring information

      1. Publishing Options - Click the tab Publishing options to finalise the publishing settings.
        To publish - The published field is automatically ticked. Keep it ticked to publish
         To create a draft - untick published to save as a draft.

      publishing options

      1. Save - Click Save to update the article. 

      Task: Promote event in a card grid

      Card grid (node reference) guide

      For the node reference paragraph type, the system provides a drop-down from which the published content can be selected.  When the node is selected, the title, teaser image and URL from the node (content type) are displayed using the card.

      The content types such as basic pages are nodes. Each node has a unique identifier called a node reference.

      Step 1

      Using the mouse, hover the pointer over the right-hand corner of the card grid component to activate the field and display the Edit cog (Edit menu icon). Click the icon to display the menu.

      Edit the card grid

      Step 2

      The menu displays. Select Edit to open the configuration form for the card grid, scroll to the card to be edited and edit the node reference by

      1. clicking the drop-down
      2. scroll to the node and click the not to select it

      node reference dropdown selection

      1. Click Save to save the configured card grid (column card) and return to the panel page.

      save the node reference

      Top of page