As the owners of your site, you have complete control over the look and feel of your Stacks site. Users with the appropriate permissions can not only add the relevant content that is most important to your users, but also adjust the layout and appearance of this content and configure how users can interact with this information.

There are a few different steps and considerations you'll need to take to get your site setup, these include:

Site Configuration
Site Labels
Filter Vocabularies

Once you've completed this basic setup you can begin creating the content to be added to your site. Review the other articles in this user guide for more information on how to add, edit, or delete content, as well as how to add it to a landing page.

Site Configuration

From the Dashboard, users can configure a number of settings that can be used to control the behaviours of your site.

From the Dashboard, click System Configuration
Click Site Configuration
1. For many of the options listed on the left side of the page, expand the sections to configure the default settings for the List View and Detail View page behaviours, including:
  1. Field visibility
  2. Search form
  3. Default sort order
  4. Default grouping order
2. Site-Wide Settings
  1. Site-wide Password Protect - allows you to require user login to your site
  2. Staff login behaviors - identify the landing page for staff, after logging in
  3. Patron login behaviors - identify the landing page for patrons, after logging in
  4. Set the default login modal (patron or staff)
3. Site Details
  1. Alternative spot to configure your Stacks site name and site slogan
  2. Site email address - this will appear in the site's footer, as well it will be the email address used as the "from" email address for notifications generated by the site (from easy forms and event sign-ups)
  3. Configure the homepage by entering the path for any page on your Stacks site
Once finished, click Save Configuration at the bottom of the page

Site Labels

Another consideration to take into account when setting up your site are the labels. A majority of the field labels, buttons, and other contextual labels throughout your site can be customized to ensure the language used on the Stacks site is consistent with your institution or organization's other resources or services.

While it is not required to modify site labels at this stage, it can save time to update some labels early on, they can also be updated at any time.

From the Dashboard, click System Configuration
Click Site Labels
Click the label area from the panel on the left side of the screen
1. Click the drop-down arrow for each section in the centre of the screen to display the list of labels for the section
2. Modify the labels as needed
Click Submit at the bottom of the page to save your modifications

Filter Vocabularies

In Stacks, the Filter Vocabularies is an important feature that can help improve the organization and discoverability of content. These are collections of terms or keywords that are used to organize and filter content which allow users to easily narrow it based on specific criteria.

You can customize Filter Vocabularies to suit your organization's needs, these can include terms such as topics, tags, categories, or any other relevant keywords that help to classify and organize content. When applied to the content in Stacks, filter vocabularies allow users to search and filter content based on specific keywords or terms.

For example, a website that covers multiple topics might use a filter vocabulary to allow users to sort articles by topic, such as sports, entertainment, or politics.

While it is not required to add filter vocabulary values at this stage, some of the core features that can be added to your Stacks landing pages may require you to update these values later, so it can save time to update these now.

From the Dashboard, click System Configuration
Click Filter Vocabularies
Click the feature from the panel on the left side of the screen
1. From the list, click the List terms button
  1. Click + Add Term
    1. Name is the filter term
    2. Description is used to store additional information
    3. Expand the relations section to define a relationship with a Parent term, this can help organize terms and make it easier to find and select related terms
    4. Choose a weight to determine the order
    5. Click Save
2. The default order of appearance for list terms is alphabetical, however, you can manually adjust the order of the list by clicking and dragging the arrows icon beside the term
3. Click Save