Configuring your Drupal Theme
Setting and Configuring the Theme Adding theme to new multisites Enable Required Modules Logo Customization User Menu Links Links Block Footer Block Links Configuring the Front Page Working with the ‘Featured Collections’ block Create Featured Collection To add an object to the ‘Featured’ collection: To remove an object from the ‘Featured’ collection: Social Media Browse Collection block Google Analytics Setting up your account 1. Obtain a Web Property ID from Google Analytics 2. Enter the Web Property ID into Drupal’s Google Analytics settings and click ‘Save configuration’ 3. Enable any blocks you would like to use for viewing Google Analytics data Setting up the Google Analytics Summary block 1. Ensure that the Google Analytics module has been set up 2. Navigate to the Google Analytics Reports configuration page 3. Click on ‘Start setup and authorize account’ 4. Authorize your Google account to connect to your site 5. Select the profile you would like to use from the ‘Reports profile’ dropdown menu and click ‘Save settings’ Monitor the Top Site Searches Working with other blocks To access the blocks configuration page: To check the block region layout for your theme:To specify the region a block should appear in: To remove a block from the layout: To change the pages a block appears on, or the users able to see a block: Working With Additional Modules Enabling or disabling modules 1. While logged in as a site administrator, click the ‘Modules’ button on the administrative toolbar at the top of the page 2. Check off any modules you would like to enable, uncheck any you would like to disable, and click ‘Save configuration’ at the bottom of the page Islandora Bookmark NOTE: Before proceeding ensure that your solr and fedora settings are properly configured and that your desired islandora modules are enabled with dependencies. Also ensure all solution pack configurations are present. Navigate to islandora.wrlc.org/admin/islandora/solution_pack_config/solution_packs. If any solution pack elements are not uptodate select it and click the “force reinstall’ button for that solution pack.
Setting and Configuring the Theme
Adding theme to new multi-sites
It’s common for a subsite to have it’s own copy of a theme, but sites can also have their own modules and libraries. Sites can even have different versions of the same module in sites/all/modules and sites/examplesite.com/modules. In this instance, the local copy will take precedence over the copy in sites/all/modules. A theme is a collections of php, css, images, etc. The Primary WRLC Theme, is a collection of these elements as well as features. If users intend to use the theme without editing the files in the the Primary WRLC Theme (actual directory name in sites/all/themes/wrlc_primary), then there is no need to copy it to each subsite’s themes directory. In this instance, the user would select them and apply the features (in sites/all/modules).
1. As an authenticated administrative user, click the Appearance menu at the top of the screen. 2. Enable and set the Primary WRLC Theme as the default theme. Check to ensure the site has the following modules. If not, download these modules to sites/all/modules directory.
Enable Required Modules
Make sure the standard Drupal modules are enabled block color comment contextual dashboard dblog field field_sql_storage field_ui file filter help image list menu node number options overlay path rdf shortcut system taxonomy text toolbar user bartik seven
Also all the Islandora Required modules are enabled: islandora islandora_audio islandora_basic_collection islandora_basic_image islandora_fits islandora_importer islandora_openseadragon islandora_simple_workflow islandora_video islandora_jwplayer islandora_pdf islandora_paged_content islandora_ocr islandora_internet_archive_bookreader islandora_large_image islandora_book islandora_batch islandora_book_batch xml_form_api xml_form_elements xml_schema_api objective_forms php_lib islandora_solr islandora_solr_config islandora_solr_views islandora_ga_reports islandora_scholar islandora_oai google_analytics_reports islandora_importer xml_form_builder xml_forms islandora_bibliography islandora_scholar_embargo islandora_google_scholar islandora_marcxml islandora_xacml_editor islandora_xacml_api zip_importer pmid_importer ris_importer islandora_bookmark doi_importer endnotexml_importer citation_exporter bartik seven imagemagick libraries views views_ui ctools csl citeproc oauth_common oauth_common_providerui system_charts chart_views chart googleanalytics islandora_compound_object islandora_ip_embargo islandora_newspaper islandora_solr_metadata islandora_document islandora_jodconverter islandora_entities islandora_entities_csv_import islandora_binary_object wrlcdora islandora_job islandora_job_jobs Then we need an additional set of modules for the theme and features to be enabled: imagemagick libraries views update ctools csl citeproc oauth_common oauth_common_providerui system_charts chart_views chart googleanalytics features fe_block strongarm views_responsive_grid designkit conditional_styles uuid node_export node_export_features block_class colorbox entity_token rules Enable features Note: Features can cause issues if not done correctly. Be sure your database and drupal directories are backed up! Go to Structure then click on Features
Last but not least we need to enable the features, now these must be enabled in the following order. Enabling them out of order will cause problems. 1. wrlc_content_feature 2. wrlc_theme_feature After you enable the features some items may need to be reverted. Click on each feature and check off any boxes then click on “Revert Components”. Do this for wrlc_content_feature and then wrlc_theme_feature. If you don’t see any boxes to be checked it is ok it means you don’t need to do anything.
Color Customization
1. From the admin toolbar click Appearance 2. Under ENABLED THEMES click Settings for Primary WRLC Theme 3. Under COLOR SCHEME you can select colors for each component in the site.Logo Customization
1. From the admin toolbar click Appearance 2. Under ENABLED THEMES click Settings for Primary WRLC Theme 3. Under LOGO IMAGE SETTINGS untick Use the default logo enter a path or upload the desired image.
4. Save the configuration change at the bottom of the page.
Favicon Customization
This is a favicon, they appear in the tabs of the users browser as a very small icon. 1. From the admin toolbar click Appearance 2. Under ENABLED THEMES click Settings for Primary WRLC Theme 3. Under SHORTCUT ICON SETTINGS untick Use the default icon enter a path or upload the desired image.Breadcrumb Customization
1. From the admin toolbar click Appearance 2. Under ENABLED THEMES click Settings for Primary WRLC Theme 3. Under BREADCRUMB SETTINGS, follow the directions provided.User Menu Links
The links in the user menu allow people to log in / out of the site and access their user page. To manage this content go to http://islandora.wrlc.org/admin/structure/menu/manage/usermenu
Be sure to save all changes.
Links Block
This is where it’s displayed on the front page. To manage this content go to http://islandoradev.wrlc.org/admin/structure/menu/manage/menulinksFooter Block Links
The footer blocks includes some sample links and content as example. These can be edited, removed, or disabled. There are two footers on the site top / bottom. To manage this content go to
http://islandora.wrlc.org/admin/structure/menu/manage/menufootermenutop http://islandora.wrlc.org/admin/structure/menu/manage/menufootermenu Be sure to save all changes.
Configuring the Front Page
Configuring the front page requires changing both the WRLC Frontpage Solr Boxes view and the Block configuration for the site. The blocks are expected to have the following order in each identified sections the bold text indicates what CSS Class(es) each block requires and which pages the block should be configured to appear on:Pre Header: ● Widgets: socialmedia_profiledefault ○ CSS class(es): socialmediapreheader Highlighted: ● Islandora simple search block ○ Only the listed Pages: <front> Content: ● View: WRLC Frontpage Solr Boxes: Featured Additions block ○ Only the listed Pages: <front> ○ CSS class(es): featuredadditions ● Islandora Collection Object Count Listing ○ Only the listed Pages: <front> ● View: WRLC Frontpage Solr Boxes: Browse Collections block ○ Only the listed Pages: <front> ○ CSS class(es): browsecollections ● Islandora explore block ○ Only the listed Pages: <front> ○ CSS class(es): islandoraexplore ● View: WRLC Frontpage Solr Boxes: Recent Additions block ○ Only the listed Pages: <front> ○ CSS class(es): recentadditions ● Collapsible Islandora search from PHP block ○ Only the listed Pages: islandora/object/* ○ CSS class(es): searchphp ● Islandora query block ○ Only the listed Pages: islandora/search, islandora/search/* ● Islandora displays block ○ Only the listed Pages: islandora/search, islandora/search/* ● Main page content block ● Links block ○ Only the listed Pages: <front> ○ CSS class(es): extlinks ● Most Searched Terms
○ Only the listed Pages: <front> ○ CSS class(es): extlinks ● Recently downloaded items ○ Only the listed Pages: <front> ○ CSS class(es): extlinks ● Islandora advanced search ○ Only the listed Pages: <content/search> First sidebar: ● Islandora facets block ○ Only the listed Pages: islandora/search, islandora/search/* ● Islandora sort block ○ Only the listed Pages: islandora/search, islandora/search/* Second sidebar: ● Islandora Compound Object JAIL Display ○ Only the listed Pages: islandora/object/* Footer: ● Footer Menu Top block ● Footer Menu Bottom block ● Terms of Use and Copyright
This screen can be reached here: http://islandora.wrlc.org/admin/structure/views/view/wrlc_frontpage_solr_boxes/edit Each of the sub tabs corresponds to one of the dynamically populated blocks on the front page. Each of the blocks can display a number of Solr fields listed in the Fields section. For more information refer to the online documentation for this module: https://wiki.duraspace.org/display/ISLANDORA714/Islandora+Solr+Views Below we’ll walk through setting up the Featured Collections block via Solr Views.
Working with the ‘Featured Collections’ block
The “Featured Collections” block pulls objects that are part of the ‘Featured’ collection and adds an image and description for each object, pulled from that object’s TN and MODS datastreams, respectively. Objects can be added to or removed from this block by sharing them with the ‘Featured’ collection.
Create Featured Collection
Default Featured Collections already exist on your server for each subsite but this process will walk you through creating a new one if you want to have more.
In your root collection, create a new collection called Featured Collection. 1. As an authenticated administrative user Navigate to root, click the manage tab, and click Add an object to this collection 2. In the Collection Label area enter Featured Collection 3. If desired select a Collection PID 4. Uncheck the box ‘Inherit collection policy’ This will allow the user to select namespace and which content models will be included in the collection policy. 5. Click the next button 6. Skip the MarcXML step 7. If you have a form associated with the collection cModel, fill in descriptive metadata for the collection object. 8. Finish the process by clicking submit. This process will create a collection object with the machine readable name featured_collection. After it is created a user can change it’s human readable name by clicking the manage tab, the properties button, and changing the object label. If you have namespace restrictions enabled on your site, ensure the namespace is configured. To do so, be logged in as an admin user and click on the gear shaped icon at the top right hand corner of the block Click “edit view”. Click the Islandora Solr entry and change the namespace.
Apply the change.
To add an object to the ‘Featured’ collection:
Navigate to the object’s parent collection and share the object with the ‘Featured’ collection. To do so click the manage tab, the collection button, and the share members section of the UI. From the drop down menu select the Featured Collection. Then select the object to share.
To remove an object from the ‘Featured’ collection:
Navigate to the ‘Featured’ collection and delete the object from the collection. Doing so will simply remove the reference to the object from the ‘Featured’ collection, so long as the object is still part of another collection.
Social Media
* Note, the standard theme is designed to have the social media icons display in the Pre Header section of the site. Another option may be to display that at the bottom of the Content section of the site. Adding and removing social media services on your site 1. navigate to http://islandora.wrlc.org/admin/config/media/socialmedia 2. Select which accounts to integrate with and save the changes. Next, click on the Profile tab at the top right hand corner of the screen.In this interface you can link to the Facebook, LinkedIn, Twitter, etc accounts you want the icons to link to (see below). Submit the changes at the bottom of the page. Save all changes. You can also enable Share buttons through the Widgets menu.
Save the changes.
To ensure icons appear you may need to clear the site cache. To do so, click the
Configuration button at the top of the site. Click the performance button, and select clear cache. Navigate to the front page of the site to ensure the icons are appearing.
Browse Collection block
The block on the right hand side of your site is configured to link to any object that has a collection cModel in your repository. For example the default settings are set to filter display by isMemberOfCollection_uri_mt and the Root Collection PID value is set to: islandora:root If there are namespace restrictions on your site ensure Islandora Root is configured to reflect the site’s namespace. To do so, navigate to http://islandora.wrlc.org/admin/islandora/configure and set the Root
Google Analytics
Setting up your account
Although the Islandora hosted platform comes with the Drupal Google Analytics module enabled outofthebox, some configuration is required before you can start using your site with Google Analytics.
1. Obtain a Web Property ID from Google Analytics
This requires registering an account with Google Analytics, which can be done at
http://www.google.com/analytics/. Once this is done, you must register the site with your account, and obtain a Web Property ID that can be used with Drupal.
2. Enter the Web Property ID into Drupal’s Google Analytics settings and click
‘Save configuration’
This can be done by clicking on the ‘Configuration’, button and then the ‘Google Analytics’ link on the administrative toolbar, or by navigating directly to
http://islandora.wrlc.org/admin/config/system/googleanalytics, replacing islandora.wrlc.org with the path to your Drupal home page.
3. Enable any blocks you would like to use for viewing Google Analytics data
This includes the Google Analytics page traffic block and the Google Analytics site visits block. For more information on how to configure site blocks, you can check the section in this manual on configuring Islandora Solr blocks and views, or check the Drupal documentation for the Blocks module.
Setting up the Google Analytics Summary block
The Google Analytics Summary block, seen on the front page of a newlyinstalled Islandora hosted platform, pulls information from a Google Analytics profile connected to a Google Analytics account. This connection is provided by and configurable through the Google Analytics Reports module. You can add profile data to the Google Analytics Summary block using a few simple steps:
1. Ensure that the Google Analytics module has been set up
2. Navigate to the Google Analytics Reports configuration page
This can be done by navigating to http://islandora.wrlc.org/admin/config/system/googleanalyticsreports, replacing islandora.wrlc.org with the path to your Drupal home page. Alternatively, you can click on ‘Configuration’ in the administrative toolbar if it is available, then ‘Google Analytics Reports’ under the ‘System’ section.3. Click on ‘Start setup and authorize account’
Note that if you have a Google Apps for Business domain, this will need to be entered into the field above.
4. Authorize your Google account to connect to your site
You will be required to log into the Google account that is set up with the Google Analytics profile you would like to use for the site. You may need to select it from a list, or log out of a currentlyloggedin account so that you can log in with the correct one. Then, you will be asked to confirm the authorization.
5. Select the profile you would like to use from the ‘Reports profile’ drop-down
menu and click ‘Save settings’
The profile you use should match the one on your Google Analytics account set up to work with your site.
Once this is completed, the Google Analytics Summary block should soon be updated to reflect the information in your Google Analytics account.
Monitor the Top Site Searches
For monitoring of site search and facets, click on the admin tab on the google analytics site.
Check the "Do track Site Search" and enter q in the query parameter. To enable the facets to be tracked click on the "Site search categories" checkbox and enter c in the category parameter.
Apply the changes.
Go to the reporting section of the site to see your results and look at the Behaviour section on the lefthand side bar. Look for the search content.
Click the overview or the search terms section for a report on site searches from your site. TROUBLESHOOTING Analytics data is cached because of quotas placed on the Google Analytics API. Clear cache to update statistics. Reporting data may be delayed by several hours from the time of the tracking event.
Working with other blocks
Blocks are preconfigured chunks of codecreated webpage that can be given content or set to dynamically generate content, and can be set up to appear in certain spots on predefined parts of a site. For example, nearly every part of the home page of a newlyinstalled Islandora hosted platform is generated from a predefined block.
To access the blocks configuration page:
From the administrative toolbar, click on ‘Structure’, and then on the ‘Blocks’ link.
Alternatively, you can navigate to http://islandora.wrlc.org/admin/structure/blocks, replacing islandora.wrlc.org with the path to your Drupal home page. NOTE: viewing this page requires specific administrative permissions.
To check the block region layout for your theme:
Click the ‘Demonstrate block regions’ link at the top of the page. This will bring you to a strippedout version of the theme currently being used, highlighting the regions that blocks can be added to, and giving the name of those regions.
To specify the region a block should appear in:
Select the region you would like the block to appear in from the dropdown menu to the right of the block’s name. You can then reorganize blocks within that region using the fourway direction icon to the left of the block’s name. Click ‘Save blocks’ at the bottom of the page to update the block settings. * Note that changing a block’s region in the layout may impact the css on the site. The css files may need to be updated to restyle the page.
To remove a block from the layout:
Select ‘ None ’ from the list of regions in the dropdown menu to the right of the block’s name, and click ‘Save blocks’ at the bottom of the page.
* Note that removing a block from the layout may impact the css on the site. The css files may need to be updated to restyle the page.
To change the pages a block appears on, or the users able to see a block:
Click the ‘Configure’ link to the right of the block you would like to edit. At the bottom of this page, you will see a list of vertical tabs allowing you to configure the block’s visibility.
In the ‘Pages’ section, you can create blacklists or whitelists for pages a block should appear on – for example, you can make a block appear only on every object page by selecting ‘Only the listed pages’ and adding /islandora/object/* to the text box. In the ‘Roles’ section, you can specify which users are allowed to see this block. Click ‘Save block’ to apply any changes you’ve made.
Working With Additional Modules
The Islandora platform theme comes with a variety of additional modules that can be
configured or disabled to your liking. This includes removing features and solution packs that you do not require, or enabling features that you would like your site to use.
Enabling or disabling modules
Modules are enabled or disabled via a Drupal site’s Modules page. NOTE: in order to perform these functions, you must be logged in as a user with administrative permissions specific to module management.
1. While logged in as a site administrator, click the ‘Modules’ button on the
administrative toolbar at the top of the page
If the administrative toolbar is disabled, you will have to manually navigate to
http://islandora.wrlc.org/admin/modules, replacing islandora.wrlc.org with the path to your Islandora site’s home page.
2. Check off any modules you would like to enable, uncheck any you would like to
disable, and click ‘Save configuration’ at the bottom of the page
Any modules whose boxes are checked and greyed out have other ‘dependent’ modules that must also be disabled before the module itself can be disabled. To check which modules are dependent on any particular module, check the list in the module’s description under the section ‘Required by:’. Any module marked ‘enabled’ in this section must be disabled first.
Islandora Bookmark
The Islandora Bookmark module can be used to create and manage lists of objects that are attached to a Drupal user, and can be shared with other users. These lists can be used to track and sort objects, or to export lists of citations. The module can also be used in conjunction with Solr search results to perform some export tasks. In order to use any part of the Islandora Bookmark module, a user will need to be part of a group that has appropriate permissions to use it. This includes administration and use of the module, and the bookmark sharing features.After activating the module, you should also place the bookmark block on your site by going to Drupal's block structure page and adding 'Islandora Bookmark' to one of the theme regions. Bookmarks can be viewed and created from two different places: ● On the ‘My bookmarks’ page: The standard Bookmarks page is found at http://islandora.wrlc.org/islandorabookmark. To add a new bookmark, click on the 'Add' tab, enter a name, and add it to the list. To check a bookmark's listed objects, rename it, or share it, click on the name of the bookmark itself on the 'Overview' tab. Objects added to the bookmark will show up on this page. ● On an object’s page: To use the Islandora Bookmark module, the Islandora Bookmark block must be enabled in Drupal. Once it is active, you can navigate to an object, select an existing bookmark from the dropdown menu on the Islandora Bookmark block, and click 'Add bookmark'. This page can also be used to export a list of bookmarks to a spreadsheet file in comma separated value format. The title and pid of the objects on the bookmark are exported.
