users

Moving From Hale/Prudence to Sherman/Hale 2015

So what's different if you're converting a Hale or Prudence site to Sherman or Hale 2015? Here's a few quick points:

UC Slideshow

UC Slideshow does not work with Sherman, Hale 2015, or any other Cornerstone based theme. You will need to replace any slideshow you had on the old site. You can use the same images, but you'll have to load them up with Meta Slider.

Navigation

The Primary Navigation menu needs to be set in Appearance > Menu; in Hale there was an option to set it in Appearance > Customize.

Bootstrap

If you had pages built with Bootstrap, you'll have to redo them because Sherman and Hale 2015 use Bootstrap 3.

User Profiles

User Profile Pages will need to have their page template reassigned. Go to pages, and use the checkboxes and the Bulk Action > Edit feature to do many of them at once.

University User Profiles

Note: If you’re using Hale 2015, Sherman, or any other Cornerstone based theme, use UC People instead of University User Profiles.

University User Profiles is a plugin created by UITS to offer a better way to manage faculty and staff profiles for websites within Aurora.

Key Features

People Pages

Site Administrators can now create pages that display a number of users in a list or table view with portrait photos and contact details. Use Tags to only display users from certain groups.

Please note that users are displayed in a single list or table, alphabetically by last name. Alternate displays are possible, but may require a web developer to create a new page template for your site. See the UUP Dev Guide for details.

Profile Pages

A detailed profile page is created for each user. A person can always log in and update their own profile and Site Administrators can update any user’s profile.

Flexiblility

UUP has a powerful, flexible backend for developers looking to create child or custom themes within Aurora.

Setting Up

What you’ll need:

  • The NetID of every person you want to list.
  • The UConn email address of every person you want to list.
  • The First and Last Names of each person you want to list.

In the next steps, you’ll be using this information to register these people as Users on your site, and you’ll want at least this much information about each person before getting started.

First and foremost, you’ll want to have the users listed on your site. For more information on how to do this, refer to the Adding Users page.

Adding Names

  1. Go to Users > All Users and select the User’s NetID to edit their profile.
  2. Add First and Last Name
  3. Display name publicly as: Change the default NetID to the first and last name.

Adding University Profile Info

Visibility

By default all users are marked as ‘Private’, meaning they are not available to be displayed in the User List or User Table. Marking a user as ‘Public’ will allow them to be displayed. You can use Private to hide certain users. For example, you may want to mark a user Private if they are working on your site but are not considered a member of your group or team.

Tags

This is a powerful feature that can be used to create different types of user index pages. With tags you can create pages that will only display users with the “faculty” tag, or even only those users with both the “faculty” and “adjunct” tags. It’s very flexible but spelling matters, so be precise and consistent!

Image

For best results upload your images as squares: 300 pixels x 300 pixels. Uploading other sizes or shapes will still display as squares, but it may force some of the original image to be cropped out.

Everything Else

The fields Title, Phone 1, Phone 2, Fax, Office Location, Office Hours, and Mailing Address can hold any text information you feel is relevant to those fields. There is no required format.

Remember to save your information by selecting ‘Update User’.

uup-fields
An example of the User Info section

Adding Indexes of Users with Shortcodes

With shortcodes, you can quickly drop a few people into any page or post.

List View

[uc_uup layout="list"]

List view displays all public users in a list format. It shows their photo, name, phone1, email, mailing address, and website address.

Table View

[uc_uup layout="table"]

Table view displays all public users in a table. It shows their photo, name, title, phone1, email, office location, office hours, and courses.

Hiding Information

If you would like to encourage people to email your users rather than call, add “phone1” to the hide_fields:

[uc_uup hide_fields='phone1' layout='table']

You can also hide more than one field by separating the values with commas. If you wanted to hide both the phone number and the email address:

[uc_uup hide_fields='phone1, email' layout='table']

The fields that can be hidden are name, image, title, phone1, email, mailingAddress, officeLocation, officeHours, and courses.

Using Tags to Show Select Users

Users can be entered with tags which can be used to mix and match any combination or subset of your users.

For example, if you tagged a number of your users with the word “faculty” you could then bring up a list of all “faculty” users with:

[uc_uup tags='faculty'  layout='list']

You can also use more than one tag and only display users that have all of those tags. For example, you could create a list of users that have the tags “faculty” and “adjunct” with:

[uc_uup tags='faculty, adjunct'  layout='table']

You can add as many tags as you want to sort your users in as many ways as you can think of.

Combinations

You can, of course, combine tags and hide_fields to create different combinations.

[uc_uup tags='faculty, adjunct' hide_fields='title, officeLocation' layout='table']

Creating an Index of Users with Page Templates (Deprecated)

This is another method to create a page with a list of your users.

Update (July 2014): This method is still available in the themes Hale and Prudence, but it is highly recommended that users pursue the shortcode method outlined above. Future themes will no longer use these page templates.

  1. Go to Pages > Add New
  2. Title your page whatever you like.
  3. Write any content that you would like to appear above your user index in the main content area.
  4. On the right, under Page Attributes, change the Template from Default Template to either User List or User Table.
    page-templates
  5. Optionally, you can also filter the results by one or more tags. To do this, scroll to the very top of the screen and look for the ‘screen options‘ tag. Check the box for ‘Custom Fields‘. If you scroll back down, you’ll see the Custom Fields box appear under the main content area. Click the ‘Enter new‘ link just above the Add Custom Field button. On the left, under Name, enter “userTags”. On the right, enter the tags you would like to limit this index to, separated by commas.
    custom-fields

This page will display the user’s photo if any was added, and a few key pieces of contact information. If you want to use the tags feature, you can make multiple User List or User Table pages, each with different tags, and sort people based on a number of criteria.

Making User Profiles

If you would like to have a more detailed page for one or more of your users, you will want to create a some profile pages.

  1. Go to Pages > Add New
  2. Title your page whatever you like. This is an opportunity for you to add things like a middle name or initial, Dr., Ph.D., Jr., Sr., or other name modifications that won’t appear in an index page.
  3. Enter whatever additional content you’d like in the main content area. This can include a personal statement, a C.V., areas of research, publications, or anything else you’d like.
  4. On the right under Page Attributes, change the Template menu to User Profile.
  5. Once you make this change, a new box will appear beneath the main content area titled ‘Profile User‘. Change this menu to the name of the person you wish to associate with this profile. This will create a link on the index page and bring in their information from their profile. If you don’t see the Profile User box after changing the page template, scroll to the very top of the page and look for the Screen Options tab in the top right corner. Click that and make sure that the Profile User option is checked.

This person will now be linked from the User List or Table you created, and their info will be loaded into a left sidebar.

Converting User Profiles to UC People

The University User Profiles plugin continues to work, and will be supported for existing sites. However, it will not be available in newly made sites, or any site that uses any theme released after Hale 2015. Sites that wish to upgrade to a newer theme will need to convert their UUP content to UC People.

  1. Follow the instructions for Importing Users to UC People. This will create a “person” for every public user.
  2. Create a People Page to replace each User-List and User-Table page that you had used previously.
  3. If you created profile pages for each user, you want to find those within Pages and then either change their status to ‘draft’ or delete them. This is just to avoid duplicate entries for each person.
  4. Fix any broken links to profile pages, replacing them with the new links to each person.

Importing Users to UC People

It is possible to create entries within People based on a site's Users. This is done by exporting the list of users to a .CSV file, and then importing people from that .CSV file. It is important that you only do this once, as repeating this process will add 2nd, 3rd, and more copies of each person into your 'people' content area. However, it can be incredibly useful when migrating from User Profiles.

Export Users to CSV

Go to Tools > Import/Export Users and select the green Export Users button. Download the generated .CSV file to your computer.

Import People From CSV

Go to Tools > Import People, and below the 'One Time Use' heading, choose the .CSV file to upload. Hit the Import People button. A person entry will be recorded for each 'public' user, and all of their titles, phone numbers, and photos will be transferred for you.

UC People

UC People is a plugin developed by the UITS Web & Mobile Services team. It registers a custom post type of People that appears in the left navigation of the WordPress dashboard.

In combination with new page templates available to Cornerstone-based themes, this plugin provides an easy way to organize and display people.

UC People is available to sites using Cornerstone-based themes, namely Sherman and Hale 2015.

Examples:

http://polisci.uconn.edu/people/faculty/

http://dpp.uconn.edu/faculty-research/faculty-staff/faculty/

http://provost.uconn.edu/our-team/

http://president.uconn.edu/home/our-team/

http://envpolicy.uconn.edu/directory/

http://cap.uconn.edu/staff/

Creating People

To create a person, on the left side navigation on your dashboard go to People > New Person. All fields other than the person's name are optional.

If you used the University User Profiles plugin previously, we have a guide on how to migrate from UUP to UC People. If you have a number of people entered as users, you can also perform a one-time import of users to UC People.

Groups and Tags

People can be organized in two ways, with groups and tags.  These can be managed in the dashboard by selecting 'People' and then choosing either the 'Groups' or 'Tags' options.

Groups

Groups act much like post categories, and can be nested hierarchically. For example, a group might be "Faculty" with nested subgroups of "Adjunct" and "Associate". Groups are useful when creating a page of people, as one feature there is to show people separated by their group assignments.

Tags

Tags are just like the tags used by blog posts. They can also be used to organize people, but do not have the option of being hierarchically nested. For example, a single person might be tagged with "Molecular Modeling", "Nanotechnology", and "Polymers". Later, it would then be possible to display all people in the site with the tag "Polymers".

Creating a “People Page”

One of the features of UC People is a new page template that becomes available. This page template has a lot of great tools to help filter and sort which people you want to display.

To begin, start by creating a new page. On the right, in a box labeled 'Page Attributes', set the 'Template' option to "People". You will notice that below the normal visual editor area for content, there will be a number of new form controls in a box labeled 'People Page'.

Layout

This controls the layout of how the people will be displayed. The Grid option makes a grid of people, with multiple people for each row. This is a great option if you have a lot of images, and want to focus on those.

The Table option has only one person per row, but has a lot more room for details like phone number or email address. This is a great option if you have no images, or want to focus the page more on being a resource to contact people.

Specific People

By default, a people page displays all people in the site. You can see them listed in the left column of this section. However, if you only want to display the information of a few people, you can click on those people in the left column, and they will appear in the right column. Then, the page will only display the people in the right column.

This collection of people can then be further filtered down by the Specific Groups and Specific Tags options.

To return a page to displaying all people, delete all the people in the right column.

Specific Groups & Tags

Choose one or more groups, and only people that belong to the selected group OR any other selected group will appear. This allows you to create one people page for faculty, and another for staff, for example.

Choose one or more tags, and only people that belong to the selected tag OR to any of the other selected tags will appear. This allows you to create a people page of only the people tagged with "Chemistry" for example.

If both Specific Groups and Specific Tags are in use, only people that belong to one of the groups AND have one of the specific tags will appear.

Break Into Groups

When selected, this option will display people broken out into groups ordered alphabetically on the group name. For instance, you could select "Chemistry" as the tag, enable this option, and then the people page would display a list for "Adjunct Faculty", and another for "Associate Faculty".

Information to Display

On each People page, you can choose just how much information you wish to display. Any fields left unchecked will simply be left out. Note: In order to display properly, the person's image should be at least 335px wide.

Viewing a Single Person

Once a person has been published, they are available to be linked to through menus, manual links, or a People Page.

In the Menus section, you will see a new box appear along site pages called 'People'. You will need to select this box, but can then add people into navigation menus the same way you would pages.

Ordering People

By default, people will be ordered alphabetically by first name.

This default ordering can be manipulated by altering the Order attribute of each person.

Order of a person
The Order Attribute

For example, if Abdul, Bogdan, and Carol are all set at order 0, they appear in alphabetical order by last name.

  • Carol Gordon
  • Abdul Kazeem
  • Bogdan Stanek

What's really happening behind the scenes though, is more like this:

  1. Order=0
    1. Carol Gordon
    2. Abdul Kazeem
    3. Bogdan Stanek
  2. Order=1
    1. None.

So, if Bogdan's order number changes to "1", then first the list will display all of the 0's, and then all of the 1's, each in alphabetical order.

  1. Carol Gordon [0]
  2. Abdul Kazeem [0]
  3. Bogdan Stanek [1]

If we then change Abdul to a "1", we'll get this...

  1. Carol Gordon [0]
  2. Abdul Kazeem [1]
  3. Bogdan Stanek [1]

Using this field, it's possible to alter the default ordering of people in lists.

It is important to note that altering the order for a person will effect the order in which they are displayed in any list. If you're using more than one People page, this might be an issue.

Import/Export Users

Import/Export Users is a tool that allows site admins to manage their users through a .csv file editable in spreadsheet programs like Excel. With this file, admins can quickly setup or edit the details of dozens of users and commit all changes with a single upload. It is particularly useful for sites with large numbers of users. Moreover, this tool is supported by all themes and all sites.

Export Users

Go to Tools > Import/Export Users. Click the Export Users button.

This will create a .csv file of all current users, and download that to your computer. You can then edit this file in spreadsheet programs like Excel. You can edit any information about existing users and add new users by adding new rows.

It is important that you do not rename, rearrange, add, or delete any columns. If the .csv file is not formatted correctly, the 'import users" function will not work.

Import Users

Go to Tools > Import/Export Users. Choose the .csv file that you would like to import. The file must be in the exact same format as the one created by the export tool.

Select the Import Users button and the site will update the information of all users and create new users if needed.

User Roles

Adding Users

Site Administrators can give other people access to edit the site or create new pages. To do this, you will need the NetID of the person you are adding.

To add a user, go to Users > Add New.

Fill in the Form

  • NetID -- Enter the User's NetID or UConn email address.
  • Role -- Specify the User's Role as one of the following:
    • Subscriber -- Can only edit their profile details — cannot add photos or access the media library.
    • Profile User -- Can edit their profile details, upload their own photo, and access the media library.
    • Contributor Without Media -- Can edit their profile details and profile pages but cannot access the media library (upload own photos or CVs).
    • Contributor -- Can edit their profile details, create profile page, and access the media library (upload photos or CVs), but will need Author, Editor, or Administrator to publish the profile page.
    • Author -- Can edit their profile details, create and publish profile page, and access the medial library (upload photos or CVs).
    • Editor -- Has access over the content and media but cannot update the appearance or add users.
    • Adminsitrator -- Has full access to site, can change appearance, and can add users.
  • Confirmation Email -- Uncheck this box to stop the system from sending a confirmation email.