Drupal Basics

Are You Ready to Edit the WWW Site?

If you've completed training in Grinnell College web standards and Drupal, you should be ready to update the site. If it's been awhile, this page will remind you of the basics and help you figure out where to look next to get answers to your questions.

A content management system (CMS) is a software tool that lets users add, publish, edit, or remove content from a website, using a web browser on a smartphone, tablet, or desktop computer.

Drupal 8 User Guide

CMSs create layers of access and support. People with technical expertise support the underlying code, templates, and styles. These control much of the site’s interactivity, accessibility, consistent header and footer, and fonts, colors, layout, and design. As an editor, your role is to focus on the content such as text, images, and videos, using the built-in components to design webpages for your audiences.

You handle your content. The system takes care of the rest.

The Parts of Our Website

Our site consists of elements you can change, and ones you can't. Find out what makes up our webpages, and which are which.

The common header and footer on our pages are consistent across all pages.

You do not have access to change any part of them, but let us know if you have a recommendation or request.

The Site Header

The header provides the main navigation for the site and includes access to information designed for specific audiences, the site search function, and three important actions: visit, apply, and give.

The website headers as of July 2021

The Site Footer

The footer provides contact information, links to several areas popular both on and off campus, and major policies, as well as the official Grinnell College social media accounts.

The website footer as of July 2021
 

Navigation menus reflect the structure of our website, allowing users to quickly move to related information.

They include both the left-side or section navigation and breadcrumb navigation.

  • Breadcrumb navigation is built on the fly.
  • Our office can add, move, and remove webpages from the section navigation as the site structure changes.

Adding a Link to Section Navigation 

The navigation information is directly linked to a webpage, so the webpage must exist before we can link to it. We link directly to webpages that are withing that section of the site. Not to PDFs, other sites, or other areas on the site. If you want to link to those, use one of the many link options available for each content type.

Editing a Link

You can't edit navigation directly. Let us know when you need changes and we’ll work with you to add, update, or move elements.

Removing a Link

If you want to remove a webpage from the section navigation, you can archive the node (see Content Types for more information).

Side navigation - gray vertical box with black text links for the libraries
Section (left-side) navigation
breadcrumb navigation includes a link for level from the home page to the current page
Breadcrumb navigation

On our site, most pages fall into one of three categories:

Nodes

An example of a node - the chemistry homepage
Academic homepages are a type of nodes

What you'll be using most often, these are built from content types. Content types are fields that are optimized for a particular type of information. You can edit pages assigned to your editorial group. See Content Types for more information.

Profiles

Schvalla Rivera profile
A person’s personal record is a profile

Enriched directory-style pages that describe Grinnell College employees, these are based on user/people records. Each person with a profile can log into Drupal to edit their own and you can add, disable, and edit anyone’s. See Faculty and Staff Profiles for more information.

Views 

the chemistry faculty list is an example of a view

Recognizable by their lack of edit options and list-like structure, views are built on the fly from content stored elsewhere. You will not be able to edit these directly, but can change content from the original source. See ‘Editing Content from the Original Source” on this webpage.

To learn more about these topics, see the rest of this page, as well as specific topics linked to above.

A content management system (CMS) is a software tool that lets users add, publish, edit, or remove content from a website, using a web browser on a smartphone, tablet, or desktop computer.

Drupal 8 User Guide

Drupal, our content management system, brings together disparate elements to create the final webpages on our site.

CMSs create layers of access and support so content experts can focus on content, while technical experts deal with code, templates, and styles, all things that require detailed knowledge to support.

The technical elements control much of the site’s interactivity, accessibility, layout, and design. As an editor, your role is to focus on the content — such as text, images, and videos — using the built-in components to design webpages for your audiences.

You handle your content. The system takes care of the rest.

Drupal Editing

Nodes go through a workflow; you'll make your edits and then send them to use for review and approval.

Changes to some content do not go through a review process. This includes:

  • Changes to faculty and staff profiles and content drawn from them, such as department chair listings or departmental staff lists
  • Changes made directly to media records, although we do review these regularly to make sure any media conforms to accessibility standards

Make sure your edits adhere to College standards.

When you are logged into Drupal as an editor, action tabs may appear at the bottom of a webpage: View, Edit, Latest Version, and Revisions. See Content Types for descriptions of all of these. 

One in particular, Edit, appears on both profiles and nodes if you have access to edit the page.

If you can’t see these tabs, review the following common issues and solutions:

You are not logged in.
Try to log in .
 
You are looking at a view or information drawn from another location.
See “Identifying Content and Where to Edit It” in the following section.
 
You do not have security permissions to update that page.
Ask us to add it to your section or give you access.
Ask the page owner to update it, if you know who that is.
Ask us to update the page for you.

If these don’t work for you, let us know and we’ll figure out what’s going on.

As an editor, your role is to update your area’s webpages and maintain the profiles for your faculty and staff members.

To edit webpages on our site, you need to be:

Contact us if your areas of responsibility change (for example, if you take over editing webpages for another department) so we can update your permissions.

Identifying Your Content and How to Edit It

If you need help figuring out what type of content you're working with or how to edit it, try these tips. If they don't help, contact us for help.

To find a person’s profile, go to the People page and search for them there.

If their profile doesn’t show up, they may not have a profile, or their profile may be blocked.

To see if they have a blocked profile:

  1. Log in to Drupal.
  2. Select Admin Tools in the top menu.
  3. Select People.
  4. Search for the person’s network ID or email address.

See Faculty and Staff Profiles instructions on adding a new profile and update old or blocked ones.

If the node you are looking for is published, you can browse to it as you normally would, or use the site search to find it.

You can use Content to find published, unpublished, and archived pages:

  1. Log in to Drupal.
  2. Select Editor Tools in the top menu.
  3. Select Content.
  4. Search page using the filters provided.

Documents, such as PDFs and Word documents, are stored in media records.

To find a specific document to view it, use the site search.

To edit or replace a document, you’ll want to find the media record. To do so:

  1. Log in to Drupal.
  2. Select Editor Tools in the top menu.
  3. Select Media.
  4. Search for the document using the filters provided.

See Files and Documents for more information.

Let's say you’re editing your department’s homepage and you notice news with a typo in the title. 

If you click Edit from your homepage, you’ll be able to change which news appear in your News: 3 Column.

However, the title, image, and summary are stored on the News node, not on your homepage. 

To fix your homepage, you’ll need to correct the title at the source, the News node. 

Content from Drupal

  • To edit content on a faculty or staff list or on People, click a person’s name to open their profile
  • To edit news on News or in a news-related component, click on the title to open the News node.
  • To edit a story, click on the title/name to open the Story node

Content from Other Sites

Drupal displays some information drawn from other site. Errors in these will also have to be corrected at the source. 

  • For event information that appears in 25Live Event Listing or Featured News & Events, correct it on 25Live or contact Conference Ops.
  • For athletic news that appears in Featured News & Events, contact the sports information director in athletics. 
  • For course and curriculum information drawn from the Grinnell College Catalog, contact the Office of the Registrar. (Note, if the page is not pulling information at all or the information displays improperly, contact us instead.)
  • For social media content — e.g. Twitter, or Instagram — correct the source or contact the social media admin. 

Timing 

When you are updating content at the source, expect delays. Drupal regularly rebuilds pages, but updates aren't immediate. When timing is critical, contact us so we can manually trigger an update.

If none of these fits or you are ever unsure where content is coming from, contact us and we’ll help.

You’ve successfully found the content you want to edit.

You’ve found and clicked on Edit. But you’re not sure what it is. To find the right instructions in the handbook, you’ll need to know what you’re looking at.  

To determine if you are on a node, and what type of node it is, look to the top of the page directly under the black Admin menu

  • On a node, you’ll see a title in the format “Edit [a content type] [title of the node]”. See Content Types for more information on editing your type of node.
  • On a profile, you’ll see a network id at the top and the first field will be Email address. See Faculty and Staff Profiles for more information.

You'll see an Edit tab at the bottom of any webpage you can edit. If you don't see one, it could be because you're looking at:

  • a node that is not tagged with your editorial group
    • Solution: Ask us to add it to your editorial group, contact the area that "owns" the content, or ask us to make the change for you.
  • a view (a list of content pulled from other areas of the site)
  • a custom page (which only administrators or our Drupal support vendor can edit)

You may be able to edit content pulled from a News node or Profile by clicking the title and editing the source. See ”Updating Content at the Source.”

For all other situations, contact us. We may put you in touch with the webpage’s editor, give you permissions to edit it, or make the changes for you.

 Glossary of Terms

We use some terms in specific ways when discussing the site. Some of the most common are listed below. Others are explained in context throughout the instructions.

Glossary of Terms Used on our WWW Website
Term Definition
Action Tabs The tabs at the bottom of webpages that let you view or edit a current node, profile, or media record; see the latest revision of a node; and compare revisions. See “The Action Tabs” on this page.
Admin Menu The black menu bar you see at the top of the page when logged in to Drupal.
Component

An item available on certain content types that allows you to:

  • change the layout and styles for a section of a page (adding multiple columns, for example, or a different layout for images)
    • pull content from elsewhere on the site (such as news or stories) or from a third party (such as the campus calendar or Instagram)
Content Type

A template for creating a web page or adding a document to the site. An individual page created with the use of a content page is called a node. E.g. The Anthropology Department is a node. Like the other academic department home pages, it is a Group Info content type. Content types on our site include templates for:

See Content Types for an overview and more information, including additional content types.

Drupal The content management system (CMS) on which our website is built.
Editor The person in a department or office that has been trained to use Drupal and is in charge of updating their department’s content on the primary Grinnell website (WWW).
Editorial Group The group of pages an editor has access to and may update.
Grinnell Standards Also referred to as website standards, the standards you're expected to follow to maintain compliance with legal requirements, brand standards, writing standards, etc.
Hero image A large, full-width image near the top of a webpage.
Media ID / Record A unique record in Drupal used to store a file and information, such as alt text, about a document, image, video, or quote. The ID number for such a document. See Media and More
Moderation State

The status of node in regard to the workflow. Moderation states include:

  • Draft = a new node or an edit that is not ready to be reviewed
  • In Review = a new node or revision that has been submitted to communications staff to be reviewed and possibly published
  • Published = the most current version of a node that is publically visible
  • Archived = a node that is hidden from public view but can be seen by editors
Node A single instance of a content type. For example, Hollis Akins and David Jin Receive Goldwater Scholarships is a node that was created using the News content type. See Content Types.
Profile (user record) A profile (also referred to as a user record) is associated with a faculty or staff member. Profiles used for departmental staff and faculty lists and People. Each area is responsible for its own employees’ profiles. See Faculty and Staff Profiles.
Quote

This handbook refers to three specific types of “quotes”:

  • a text-only quote created when using the Quote icon in a WYSIWYG editor
  • a text and image quote created when using the Wide Quote icon in a WYSIWYG editor
  • a story quote created when you add or edit a Story node

These are explained in more detail at Quotes.

Responsive Describes how the site responds to different browser sizes, including resizing and cropping images, changing the number of items immediately visible, adjusting the header and footer, etc.
Tag/Term/Taxonomy

A taxonomy is a list of words and phrases (tags) that we use to identify who can edit a page, what lists faculty and staff should appear on, what news items need to appear in a particular news component, and more. Examples include the Site Area, Services, and Group fields.

User

A person with a profile on Drupal. We use the records to store biography information, photos, personal interests, and more. "Users" on our site include those who actively use their account, like editors, as well as people who may never log in, such as many of our faculty. All users can update their own profiles.

View

An automatically created list assembled from various nodes and user profiles, often based on the taxonomy (tags) on those nodes. Examples include the lists that appear on People and News.

Note: Because views pull content from elsewhere on the site, any changes to the entries must be corrected in the originating record (a News or Story node, user profile, etc.)

Weppage

This handbook contrasts "webpage" — which can refer to any type of webpage including views and custom content — to "Page" which, for the purposes of this handbook, refers to the Page content type or a webpage based on this content type.

Website (The) In this handbook, “the website” or “the site” refers to the webpages on www.grinnell.edu.
WYSIWYG An acronym for ”what you see is what you get.” Drupal uses several types of WYSIWYG editors throughout the site — from simple ones with few options to fully featured ones. You can find more information at WYSIWYG Editors and in instructions for the components and nodes that use these.

 

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