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Section 2: Faculty/Staff Directory, a directory tool of people within our CMS
Section 2.1: Description and location of the tool
The Faculty/Staff Directory is a tool within Plone to easily list and create profiles for those who are Faculty and Staff in each department. Depending on your website or department, your directory tool may be titled something different or unique (see Figure 2.1). A Faculty and Staff Directory tool is a unique item with unique “add new...” menu options, those options are: classification, collection, committees folder, department, page, person, specialties folder. For quick contextual reference here is a list of a few departments and their respective name for the Faculty/Staff Directory Tool:
Anthropology: “Faculty”
Economics: “People”
Health, Aging, and Society: “Faculty and Staff”
Labour Studies: “Faculty and Staff”
Political Science: “Faculty”
Religious Studies: “Faculty”
Social Work: “Faculty Members”
Sociology: “People”
McMaster Centre for Gerontological Studies: “Directory of Aging Research”
Faculty Office: “Faculty and Staff users”
Experiential Education: “EE Staff Users”
Figure 2.1 – an example of a Faculty and Staff Directory as seen through the Economics site
Section 2.2: adding classifications
In order to add a classification, one must perform the following:
Step 1:navigate to the directory tool in your website (ie: Faculty, People, Faculty and Staff etc.)
Step 2: select the menu option “add new...”, and select sub-option “classification”
Step 3: Enter a text title for the new category (ie: something that would describe the classification), and if you are ready, scroll down to the bottom to begin to add members to the classification you are creating by clicking on the “People” and “add” button. Follow the next steps to learn how.
Figure 2.2 – close-up view of the “add...” people button found in a classification
Section 2.3: adding people to a classification
Once you have a classification built, you may add people by performing the following: Step1: navigate to the directory tool in your website (ie: Faculty, People, Faculty and Staff etc.)
Step 2: Once you are on the Directory tool home page, select the top Tab “Contents”, you should now see the directory in the form of a list of folders (or classifications), and people (to view all of the people and classifications scroll to the bottom of the list and hit the button “show all items”
Figure 2.3 – close-up of a list of people in the contents view of a
Faculty Staff Directory as seen in the Anthropology Website
Step 3: Select a classification (or folder) that you wish to add members to and click on it
Figure
2.4 – close-up of a classifications within the contents view of a
Faculty Staff Directory tool as seen in the Anthropology
Website
Step 4: Click on the top Tab “edit” once the classification page has loaded, and then scroll to the bottom and click on the and “add” button below the heading “People”.
Step 5: A new popup window should appear displaying all members in your directory tool, select “insert” to add them to this classification. Repeat these last two steps until your classification is filled according to membership.
Figure 2.5 – pop-up window when adding people to a classification in a Faculty Staff Directory tool, as seen in the Anthropology Website
Step 6: Click on “Close window” to return to the classification editing screen, and click on “save” to complete the changes or additions.
Section 2.4: adding a person
In order to add a person, perform the following steps:
Step 1: While in a Faculty/Staff Directory folder click on the menu option “Add New” and then select “Person”
Figure
2.6 – close-up of the “add new...” menu within the contents
view of a
Faculty Staff Directory tool
Step 2: Enter their MacID, Name, Classification (see Section 2.2) and upload a photo of them. Click “Next”
Step 3: Enter their Contact Information in the appropriate fields. Click Next.
Step 4: Enter their Profession Information in the appropriate fields. Note the WYSIWYG editor; feel free to use it to build customized profiles.
Step 5:Click “Save”
Section 2.5: editing an existing person's profile
To edit an existing members profile follow these steps:
Step 1: While in a Faculty/Staff Directory folder click on the “Contents” tab up at the top
Figure 2.7 – close-up of a contents view of a Faculty Staff Directory as seen in the Main Faculty Website
Step 2: From the listing of profiles and classifications, select the person who you wish to edit
Figure 2.8 – close-up of a contents view of a Faculty Staff Directory displaying both Classifications and People
Step 3: Once the profile loads, you should see the default view (which will have no information but the name if the profile has not been populated with content), select the “edit” tab at the top to continue
Figure 2.9 – close-up of a profile view of Professor Martin Dooley in the Department of Economics
Step 4: Now in the editing environment you should be able to see a small sub-menu with the following categories:
[Basic
Information] [Contact Information] [Professional Information] [User
Settings] [categorization] [dates] [ownership] [settings]
Figure 2.10 – close-up of a profile while in “edit” mode,
displayed is the “Basic Information” section of Martin Dooley,
Dept. of Economics
Use the first three to navigate and fill out the form fields to add content or information for the user, and remember to either select “save” or the “next” buttons to continue to the next category in the profile. The main areas of concern will probably be the first three:
[Basic Information] [Contact Information] [Professional Information]
(***Thanks to Martin Dooley for the example!)
