·         Once logged in, the list of “Create” options should appear in the “Metadata Department” menu in the left pane.

·         Currently, only the “Page” content type is used.

·         Title: enter the title of your document here. This title will appear as the header of your document, and is used by Drupal to automatically generate a URL for the page.

Note: if the page is assigned a vocabulary term (see below), the title may later be altered slightly to ensure proper alphabetical and logical sorting of each category

·         Vocabularies: the only vocabulary used for Metadata Department pages is “Metadata Department.” As these vocabulary terms affect where the page will appear in the general area of the site (i.e., in the tabs at the top of each page), please select one or more terms according to the following criteria:

·         Authorities: procedures related to creating and maintaining authority records; appears in “Documentation” tab.

·         Metadata Policies: content that describes department/unit policy, rather than prescribing tasks; appears in “Documentation” tab.

·         Metadata Procedures: content that prescribes steps to be taken in performing tasks; appears in “Documentation” tab.

·         Metadata Reference: content to be consulted in performing tasks, which neither describes policy nor prescribes steps; appears in “Documentation” tab.

·         [Name of unit]: content specific to the operations of a particular unit.

Note: selecting one of these categories will not cause page to appear on the unit’s home page. See “Book outline” section below for instructions on how to achieve this.

·         Metadata Archive: content that is historical in nature or superseded by newer content (rarely used for newly-created pages; see “Editing a Page (Major changes)” for more information); appears in “Archive” tab.

·         Metadata Services: content intended to be accessed directly by interested parties outside the Department (e.g. selectors, patrons); appears in “Services” tab.

·         Metadata Collections: used for collection profiles only.

·         Staff Resources: other content for staff which does not fit one of the above categories (e.g. Non-Exempt Work Schedule Policy); appears in “Staff Resources” tab.

·         Attached images: not generally used.

·         Body: enter the content of your document. Although Drupal supports several input options, including various levels of direct HTML coding, the WYSIWYG (“What you see is what you get”) editor is recommended, for ease in content creation and editing.

·         Note: The default selection is “Filtered HTML.” Ensure “WYSIWYG” is selected before you begin inputting content.

·         It is not necessary to repeat the title of the document in the body.

·         Include the following at the bottom of the body as applicable, in italics:

[Initials or Unit name], Stanford University

Created: [Month Day, Year]

Last updated: [Month Day, Year]

These dates refer to when the content was drafted and updated, not necessarily the date the page is created or edited in Drupal.

·         Insert node code: not generally used.

·         Insert weblink code: not generally used.

·         Groups: “Metadata Department” should be highlighted by default. If not, ensure it is highlighted. As all content on the site, once published, is intended to be viewable by the public, ensure that the “Public” box is ticked as well. (See below for publishing options for “in-process” documents).

·         Insert view: not generally used.

·         Arguments: not generally used.

·         Token replacement options: not generally used.

·         Book outline: use the book outline only in the following situations:

1. If your document is specific to the operations of your particular unit, select your unit from the drop-down list.

2. If you are creating a multi-page document (rare), first add the top page to the book by selecting “<create a new book>”. Then, add child pages to the top page accordingly.

·         If desired, use the “Parent item” drop-down to select a location even lower in the hierarchy (e.g. “Unit documentation” under your unit’s homepage).

Note: the final selection made here will be the parent to your new page. If you want your page to appear on the top level of the “book”, leave “Parent item” blank.

·         Weight: by default, all page menus are sorted alphabetically. To force a different sort order, set the weight for each page at the same level as yours. Higher numbers “sink”, and lower numbers/higher negative numbers) “float.”

·         Content access restrictions: not generally used.

·         Revision information: not generally used.

·         Comment settings: accept default selection.

·         URL path settings: Drupal will generate a URL for your new page based on the title. Current best practice is to accept this URL as-is.

·         File attachments: if your document links to a non-HTML document (e.g. a PDF file), use this to upload the file from your hard drive. A URL for the uploaded file will then appear, which you can then imbed into the body of your document.

·         Authoring information: accept defaults.

·         Publishing options: if your document is “ready for prime time”, leave the “Published” box ticked.

        Note: if you would like your document to remain temporarily unpublished while it is in process, un-tick the “Published” box. The page will not appear on the public-facing site (this includes while you are not logged in). Therefore it is recommended you bookmark the page to ensure you can find it later.

·         Preview: click this to preview the fully-rendered version of your page before saving. This can be done as many times as desired.

·         When done, click Save. Your page will display, with its automatically-generated URL in the address bar of your browser.

·         As an added quality check, log out of the site and make sure your new document displays properly, that all links work, etc.