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FL-Islandora Guide: III. New Site Setup

A guide for FL-Islandora users.

Introduction

Because Islandora 2.0 uses an open source framework working with Drupal (content management system) to function as a Digital Assets Management System, many features and functions will seem familiar to Drupal users.  If you are not familiar with Drupal, have no fear,  this section will explain key Islandora 2.0 features for site administrators and data entry staff. Much of the site layout is managed through the use of "blocks", for additional block management information, visit the Islandora Git Documentation page.

Site Overview

Basic Homepage Components

The basic components of an Islandora 2.0 homepage are here. All of these can be edited with the little pencil icons beside each. For further information on how to edit these blocks, see below.

Basic Site Settings

You can set up some basic site things like header title and homepage by doing the following:

Go to Configuration > System > Basic Site Settings

The page will look like this. You can set the site name, the slogan (like a second line of text after the site name), the default email address, the default front page, and even custom 404 pages.

Don't forget to scroll down and click save to save your settings.

How to Add Text Above Top-Level Collections

How to Add a Block to Add Text Above the Collections on the Top-Level Collections Page

You might want to add a paragraph to introduce the site to visitors to your site on the home page. Follow the below steps to be able to do this.

1. Logged in, hover your mouse on Structure and select Block Layout.   

Screen shot of green arrow pointing to Block layout on Structure drop-down menu

2. Scroll down to Content Above and click Place block.

Screen shot of green arrow pointing to Place block in the Content Above area

3. Click the Add content block button.

Screen shot of green arrow pointing to Add content block on Place block page

4.  Give the block a brief description. Click and start to type in the Body box to add what you would like to appear. You can click the Box with an arrow pointing up in the Body box menu to add a picture. When done click the Save and configure button.

Screen shot of Add Content block page with green arows pointing to Block description and Body.

Screen shot of green arrow pointing to Digital Services & OER banner

Screen shot of green arrow pointing to Save and configure blue button

5. Add a Title. Click the Display title box to deselect so that the title is not shown.

Screen shot Configure block with green arrow pointing to Title box and Display title box

6. Scroll down to Pages. Type in the Pages box /collections so that only appears on the Top-Level Collections page.

Screen shot green arrow pointing to Pages and Pages box with collections

7. Scroll down and Select from Region Content Above. Click the Save block button.

Screen shot of green arrows pointing to Region drop-down menu with Content Above and Save block blue button

8.  Now the message appears above the Top-Level Collections page.

Screen shot of green arrows pointing to Digital Services & OER banner and message appearing above Top-Level Collections

Site Branding And Layout Abilities

Every FL Islandora 2.0 Site comes with a default theme. To adjust this theme, click on Appearance while logged in to the site. Scroll down until you reach Installed Themes. In the bottom right of the theme block will be a "Settings" wheel. Click here.

Next, scroll down to "Logo Image" section, here you can upload your logo which will appear in the top left of the home block.

Scroll down further into "Olivero Utilities" and there will be a section called "Olivero Color Scheme Settings" where you can choose one of several colors for the primary color scheme. Alternatively you can select "Custom" and choose your own color either with a hex code or by clicking the color box to choose from a palette.

Select Save Configuration at the Bottom.

You can also edit the homepage's blocks by clicking the edit pencil in the top right of the screen. A number of pencils will appear around different blocks. Each one allows you to edit various things about the blocks.

Another way to set up your home-page is by creating a view with a static page. This will use a content-type called a Basic Page. For more information about Basic Pages, visit the Content Management page.

1. First, you must create the content to go into that view. Start on the content tab, then click "Add Content"

2. On the type of content, choose "Basic Page"

3. Fill in the title of the page, and in the body put whatever content you want to have on the front page. Hit save when you are done.

4. Next we will be creating a view. Go to Structure and at the bottom of the drop down select "Views"

5. Select Add View

6. In your new view, name it and set the View Settings to "Content" of type "Basic Page" sorted by "Unsorted".

7. Under Page Settings check the box for "Create a Page" and select Page Display Settings "Unformatted List" of "Full posts"

8. Under Block Settings check the box to create a block. Select Block Display Settings to be "Unformatted list" of "full posts"

9. Select Save and Edit at the bottom. This will take you to a page where further edits to the view may be done, but at this point you are finished. The page now appears on your homepage at the top. This block can be edited at any time.

 

How to make a home page a landing page for a site

After creating a home page, Now to make it the landing page for a site.

Loging in, click Content in the upper left corner.

Screen shot of Green and black arrow pointing to Content

On the Content screen, select Basic page from the Content type drop-down menu next to the Title box. Click the Filter button. This will help find the basic page easily in case there are items already on the site.

Screen shot of green arrows pointing to Content type Basic page and Filter button

Click the Edit button next to the name of the Basic Page to open it to edit it.

Screen shot of green arrow pointing to basic page name

Up in the address bar, make a note or copy and paste into Notepad, the URL the part after flvc.org.. . For this example the URL is: https://starter-isle.flvc.org/node/10 so /node10 is that part to take note of.

Screen shot of green arrow pointing to node 10 in address bar

Next click Configuration below the address bar.

Screen shot of green arrow pointing to Configuration

Under System, click Basic site settings.

Screen shot of green arrow pointing to Basic site settings

In Front page section, in the box for the Default font page, select /collections or whatever might be there and copy it and past into Notepad. It will be needed further down in the instructions.

Screen shot of green arrow pointing to collections highlighted in blue

Then paste or type in the Basic page URL part after the .org. For this example, https://starter-isle.flvc.org/node/10, I would put in: /node/10

Screen shot of green arrow pointing to node 10

Scroll down to the bottom of the page and click the Save configuration button.

A Status message of the configuration options was saved will show up in a box.Screen shot of green arrow pointing to Save configuration in a blue box

A Status message of the configuration options was saved will show up in a box.

Screen shot of green arrow pointing to Status message

Click the Back to site. Now the Basic that was created shows up instead of the collections page. Click the Edit button.

Screen shot of green arrow pointing to Edit

Add a link in the body to the page that the Basic page replaced so you can still get there. I created a picture in Paint and added the link to it. Click the picture or select the text to add the link. Click in Body menu the ellipse link looking icon to add the link.

Screen shot of green arrow pointing to ellipse link looking icon

In Link URL box put in the URL for the old page. Go back to the Notepad page that you pasted the URL for the old page and copy and paste it into the Link URL box. This time you will need the full URL. For this example, the old page was: https://starter-isle.flvc.org/collections. The first part of the URL will appear in the Address bar of the page you are on. It will be everything .org all the way to the https. Then add the part that you had in the notepad page.  Click the check mark when done.

Screen shot of green arrows pointing to URL box and on a check mark

Scroll down and click the Save button.

Screen shot of green arrow pointing to Save blue button

Now when you click on the text or pictures it goes to the collections or old page.

Screen shot of green arrow pointing to collections in address bar

Adding and Editing Footer

How to Add a Footer to a Site

Logged in, hover mouse over Structure and select Block layout.

Select Block layout from Structure

 

Scroll down to Footer Bottom at the bottom of the page and click the Place block button.

Click Place block button next to Footer Bottom

Click the Add content block button.

Click Add content block button

In the next window, click in the box just below Block description to add a brief description such as Footer text or another brief description.

Adding Block description

Click on the body to add the text. To add a link, highlight the text that you want to add a link to. Click on chain looking link button near the B to put in the link. In the Add Link pop up window, put in the URL. Click the check mark when done.

Click chain symbol to add link to text.

When you are done typing in all the text for the footer, click the Save and configure button at the bottom left corner of the screen.

Click the Save and configure button to save body text

The window closes and it brings you back to the Block configuration window. Click the check box next to Display title just under the Title box to deselect it. This will hide the title so just the items typed In the Body display.  

Click the box next to Display title to deselect

Scroll down and leave the items as the defaults.  If the footer is only wanted on the front page or hidden from certain pages, click Pages. Type for example <front> to appear only on the front page or click the Hide for the listed pages circle to hide it. Leave the rest of the items as the defaults. Under Region select Footer Bottom from the drop-down menu and click the Save block button.  

Click on Pages and type in Pages box the pages to either hid from or only show on.

The Block layout window will reappear. The block that was just created will now appear under the Footer Bottom. Click the Back to site bottom to go to home page.

Back to the Block layout page showing that the new block Footer text was created

Click Back to site to go to the home page

How to Edit a Footer

If the footer text color is not ADA compliant, (dark text color on a dark background or light text on a light background), you should change the text color. The issue arises when the text color is fine for the rest of the site but not in the footer. To get around this, in the footer area again click the pencil edit icon and then on Edit.

Click Pencil next to footer text and then click Edit

Select all the text in the Body and click the B. This will make the text bold to help with readability. In the Body box area, click on Source, on the right in the Format menu.

Click B to bold text and then click Source

Clicking on Source shows the hidden HTML tags.

HTML tags are now showing

In the beginning <p> tag, type in: <p style=”color:white”>. Add whatever color works for best visibility. Click the Save button when done.  Now all the text except the links is in the new color.

Add Style tag to add color to text

Click the Save button to save adding color tag

To change the color of the links, click the Pencil edit icon again in the Footer and select Edit.  

Click Pencil next to footer text and then click Edit

Again, in the Body area click on Source.

In the <a href, type in the same as you did for the other text color. In <a href after the URL and before the>:, type in the following: style="color":white". Do this for all the links that you may have. Again for “color” you can put in any color you choose. Click the Save button when done.

Changing link color

Now all the text in the Footer is white.

Footer text in white and bolded.

How to Edit a Footer

If the footer text color is not ADA compliant, (dark text color on a dark background or light text on a light background), you should change the text color. The issue arises when the text color is fine for the rest of the site but not in the footer. To get around this, in the footer area again click the pencil edit icon and then on Edit.

Click Pencil next to footer text and then click Edit

Select all the text in the Body and click the B. This will make the text bold to help with readability. In the Body box area, click on Source, on the right in the Format menu.

Click B to bold text and then click Source

Clicking on Source shows the hidden HTML tags.

HTML tags are now showing

In the beginning <p> tag, type in: <p style=”color:white”>. Add whatever color works for best visibility. Click the Save button when done.  Now all the text except the links is in the new color.

Add Style tag to add color to text

Click the Save button to save adding color tag

To change the color of the links, click the Pencil edit icon again in the Footer and select Edit.  

Click Pencil next to footer text and then click Edit

Again, in the Body area click on Source.

In the <a href, type in the same as you did for the other text color. In <a href after the URL and before the>:, type in the following: style="color":white". Do this for all the links that you may have. Again for “color” you can put in any color you choose. Click the Save button when done.

Changing link color

Now all the text in the Footer is white.

Footer text in white and bolded.

Changing Colors

Change colors for starter site theme Olivero

The starter site comes with two themes installed, one for the back end and one for the front end. You can change the color theme and logo and favicon using these two themes. Olivero is the front-facing theme.

First, go to Appearance > Settings

In the Global Settings menu you can change the page display settings, the logo, and the favicon. To change logo and favicon, uncheck the box to use default and upload the desired picture. Click the save button at the bottom to save the configuration.

Click over to the Olivero tab, and you can change the colors by scrolling down to the Color Scheme settings. Choose either one of the default Olivero color schemes from the drop down, or choose custom and enter your branding color in the box as a hexidecimal or click on the color box to open a color palette to choose from. At the bottom click the save button.

 

How to Add and Use Layout Builder

What does Layout Builder do?

Layout Builder allows users to add and arrange blocks and content fields directly on the content. It basically allows a user to rearrange how an item and metadata looks on a page. For more information on Layout Builder you can go here Layout Builder Module and Create a Flexible Layout for Content Type.

The below steps will help you enable Layout Builder and how to use.

How to Enable Layout Builder And Use It

1.  Logged in, Click on Extend in the admin menu, (the second line of menu items).   Depending on Roles and permissions, you might not have access to Extend.

Screen shot of green arrow pointing to Extend in Islandora 2.0

 

2.  In the Filter box, just below the +Add new module button, type Layout.

Screen Shot of green arrow pointing to Filter box on Extend page in Islandora 2.0

Screen shot of  green arrow pointing to the text Layot in the Filter box in Islandora 2.0

3.  Click in the box next to Layout Builder and Layout Discovery to select them. Click the Install button. A Status message will appear showing that the 2 modules have been enabled. Click on Back to site.

Screen shot of green arrows pointing to Layout Builder, Layout Discover and the Install button in Islandora 2.0

Screen shot of green arrows pointing to Extend Layout Builder, Layout Discovery enabled Status message and Back to site.

4.  Hover your mouse on Structure and select Content Types.  

Green arrow pointing to Content types on Structure drop-down menu in Islandora 2.0

5. Pick the Content type that Layout Builder is going to be used on. For this example, Repository Item is being used. Click on the down arrow next to Manage fields. Select Manage Display.  

Screen shot of green arrows pointing to Manage Fields and Manage Display on Content Types page in Islandora 2.0

6. Scroll down to Layout options. Click in the box next to Use Layout Builder. Click in the box next to Allow each content item to have its layout customized. Checking this option allows each item to change the layout. Do not select if that option is not desired. Click the Save button. After saving, a Status message appears. Also, a Manage layout button appears.

Screen shot of Green Arrows pointing to Layout options and Save button for Layout Builder in Islandora 2.0

Screen shot of green arrow pointing to Status message of settings have been saved for Layout Builder in Islandora 2.0

7.  Click Back to site.

Screen shot of Manage display page with green arrow pointing to Back to site in Islandora 2

8.  Click into an item or collection that you want to change the layout around a bit. On the collection or item, you will see Layout in the menu mid screen next to Delete. 

Screen shot of green arrow pointing to Layout on a collection in Islandora 2

9.  Scroll down to the rectangle that has +Add section at the top.

Screen shot of Layout builder retangle box with green arrow pointing to it in Islandora 2

 

10.  To change the order of the metadata on the item, inside the Configure Section box, click on the pencil icon next to item you want to move and select Move.

Screen shot of Configure Section with green arrows pointing to pencil icon and on move next to text

11. Once a rectangle appears around the text item, click the box and move it up or down. The color in the rectangle will change to a crème color.  When done release.

Screen shot of Configure Section Date Created box with green up and down arrows

 

12. The text now moved. Scroll up to the Save layout button and click it to save the layout.    

Screen shot of green arrow pointing to Date created after it was moved

 

Screen shot of green arrow pointing to Save layout button

13.  After saving the layout a message will appear that the layout override has been saved.

Screen shot green arrow pointing to The layout override has been saved message

 

14. You repeat steps 10-13 to move more text items.

15.  To add a new section to the Main area, scroll down and click on the +Add section in the larger blue rectangle box.

Screenshot of Layout builder page with green arrow pointing to Add section

16.  Choose a layout for the section by clicking on One column, Two column, Three column, or Four column on the right of screen.

Screenshot of Layout Build page with green arrow pointing to Choose a Layout side pane

17.  Click into the Administrative label and type a name for the label. Click the Add section button.

Screenshot of Configure section with Green arrows pointing to New Section and Add Section button

18.  Back in the blue rectangle box, click on the Add block in the box for Configure [name of your section] link.

Screenshot of Layout builder page with green arrow pointing to Add block button

 

19.  On the right side of the window a Choose a block panel appears. You can use one of the existing blocks by either typing it in the Filter by block name box or scrolling down to find it and click on the name.

Screenshot of Choose a block panel with green arrows pointing to Filter by block name box and Content block name

20.  After clicking on a block name, in the next window, click the Add block button.

Screenshot of Configure block panel with green arrow pointing to the Add block button

 

21. After you click the Add block button, the block now appears in the Configure [name of your section] box.

Screenshot of Layout Builder screen with green arrow pointing to Top Welcome message inside of Configure New Section

22.  You can also create a new Content Block instead of using one that was already created. You might do this to add some text about a collection.  Click the +Add block in the section again. Again, on the right side the Choose a block panel appears. Click the +Create content block.

Screenshot of Choose a block pane wth a green arrow pointing to Create content block

 

23.  Next, type a name for the block in the Title box. Type in the Body box any item you want to show in the block. Click the Add block button when done.  

Screenshot of Configure block pane with green arrow pointing to Title box, Body box and Add block button

 

24.  Now the new block shows up in your Configure [name of your section].

Screenshot of Layout Builder screen with green arrow pointing to new block showing in the Configure New Section

25.  Scroll up and click the Save layout button to save the change.

Screenshot of Layout builder with green arrow pointing to Save layout button

 

26.  Now the new text shows up in the collection.

Screenshot of FLVC Islandora 2 with green arrowing pointing to new block showing up in collection