hillel of greater philadelphia web training (8/09)

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Hillel of Greater Hillel of Greater Philadelphia Web Philadelphia Web Training Training August 2009 August 2009

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Training for using the Hillel of Greater Philadelphia Drupal based website and donor tracking system. Good overview of Drupal/CMS terms and data entry practices.

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Page 1: Hillel of Greater Philadelphia Web Training (8/09)

Hillel of Greater Hillel of Greater Philadelphia Web TrainingPhiladelphia Web Training

August 2009August 2009

Page 2: Hillel of Greater Philadelphia Web Training (8/09)

OutlineOutline Back to BasicsBack to Basics

TermsTerms Settings on NodesSettings on Nodes Publishing OptionsPublishing Options Data EntryData Entry The DashboardThe Dashboard

QueriesQueries Student QueryStudent Query Event QueryEvent Query Total Event QueryTotal Event Query

In the PipelineIn the Pipeline

Page 3: Hillel of Greater Philadelphia Web Training (8/09)

Back to Basics Back to Basics TermsTerms

Content Management System (CMS)Content Management System (CMS) DrupalDrupal

Content Type: Content Type: define types of nodesdefine types of nodes Node: Node: A Piece of unique contentA Piece of unique content Field: Field: The pieces of data that make up a nodeThe pieces of data that make up a node Menu: Menu: A hierarchical list of links to unique URLs.A hierarchical list of links to unique URLs.

• Admin Menu:Admin Menu: Menu at the top of the screen that you see only when logged in. Menu at the top of the screen that you see only when logged in. Block: Block: a way of displaying content in the same place on specific page(s) a way of displaying content in the same place on specific page(s) View: View: a way of displaying multiple nodes as a list or in a tablea way of displaying multiple nodes as a list or in a table

• Query:Query: A view that allows us to filter our data A view that allows us to filter our data Publishing Options: Publishing Options: Slide coming upSlide coming up Taxonomy (categories): Taxonomy (categories): Ways of classifying different content throughout the Ways of classifying different content throughout the

system.system. User: User: Someone who can log into the system and has permissions based on their Someone who can log into the system and has permissions based on their

role.role. Theme: Theme: The look of a site that frames in the content.The look of a site that frames in the content.

• Multi-theme and URL configurationsMulti-theme and URL configurations PHP ListsPHP Lists

Page 4: Hillel of Greater Philadelphia Web Training (8/09)

Back to Basics Back to Basics Settings on NodesSettings on NodesAllow you to place

a node directly in a menu

Allow you to turn comments off and on

Allow you to change the author (i.e. so a student could edit)

Turn on and off sign ups for events. (Ties into tracking)

Next Slide

Attach a file to the page and give it a URL.

Change the URL so it is rememberable or us use with blocks.

Page 5: Hillel of Greater Philadelphia Web Training (8/09)

Back to Basics Back to Basics Publishing OptionsPublishing Options

Anyone can see

We don’t use

A way to create different versions of the same page

Notify a user that content has

been created or updated

Not visible to the public (often awaiting approval)

Page 6: Hillel of Greater Philadelphia Web Training (8/09)

Back to Basics Back to Basics Data EntryData Entry

Avoid duplicatesAvoid duplicates Undergrad/gradsUndergrad/grads

The data is only as good/filterable if it is The data is only as good/filterable if it is categorized correctlycategorized correctly

Page 7: Hillel of Greater Philadelphia Web Training (8/09)

Back to Back to Basics Basics

The Dashboard The Dashboard (/user OR “my (/user OR “my

account” on the account” on the admin menu)admin menu)

Page 8: Hillel of Greater Philadelphia Web Training (8/09)

Queries Queries Student QueryStudent Query

/admin/all_students/admin/all_students Ones for individual schools – not updated as frequentlyOnes for individual schools – not updated as frequently Shows all student intake content typesShows all student intake content types Can filter by:Can filter by:

Name (search)Name (search) Content typeContent type Staff responsibleStaff responsible CampusCampus Last event month/yearLast event month/year Status (grad, undergrad)Status (grad, undergrad) Graduation yearGraduation year

IssuesIssues Not listing total # of events correctly.Not listing total # of events correctly.

Page 9: Hillel of Greater Philadelphia Web Training (8/09)

Queries Queries Event QueryEvent Query

/admin/events_with_attendance/admin/events_with_attendance Shows all event content typesShows all event content types Can filter by:Can filter by:

Staff responsibleStaff responsible Category (HGP)Category (HGP) Event type (Federation)Event type (Federation) Content typeContent type CampusCampus

NOTE: actual/planed/first timers/program cost NOTE: actual/planed/first timers/program cost are all manually entered fieldsare all manually entered fields

Page 10: Hillel of Greater Philadelphia Web Training (8/09)

Queries Queries Total Event QueryTotal Event Query

/admin/event_totals/admin/event_totals Custom built to cross reference multiple Custom built to cross reference multiple

tables in the systemtables in the system Filter by event then filters down to show Filter by event then filters down to show

how many events there were in that month how many events there were in that month and how many students attended.and how many students attended.

Page 11: Hillel of Greater Philadelphia Web Training (8/09)

Other things…Other things…

Search the site: /admin/content/searchSearch the site: /admin/content/search WYSIWYG Editor – don’t use the paste as word WYSIWYG Editor – don’t use the paste as word

button.button. Import functionImport function Consolidating domain ownershipConsolidating domain ownership High Holiday ListingHigh Holiday Listing Student leader profilesStudent leader profiles Meeting MinutesMeeting Minutes BlogBlog

Page 12: Hillel of Greater Philadelphia Web Training (8/09)

If issues arrise…If issues arrise…

Be specificBe specific Which browserWhich browser Which URLWhich URL Exactly what you didExactly what you did Any documentationAny documentation ScreenshotsScreenshots

Page 13: Hillel of Greater Philadelphia Web Training (8/09)

But the best way to learn is But the best way to learn is to…to…

SIGN UP AND START SIGN UP AND START WORKING WITH THEM!WORKING WITH THEM!

Page 14: Hillel of Greater Philadelphia Web Training (8/09)

In the pipeline…In the pipeline…

Short term:Short term: Encouraging outside organizations to list Encouraging outside organizations to list

themselves as a “link”themselves as a “link” Subsites for Israel Center and Tzedek PhillySubsites for Israel Center and Tzedek Philly

• Students creating and updating contentStudents creating and updating content E-store and event paymentsE-store and event payments FlickrFlickr

Long term:Long term: CiviCRMCiviCRM