Directory listings are a great way to create a searchable list of people, places and/or things which allow your site's users to locate relevant information about individuals or items.

Directory listing entries can be created and edited by users with the Editor, Moderator, or Administrator role; however, only users with the Moderator or Administrator role can delete entries and publish entries to your Stacks site.

Considerations

Before creating new directory listings consider how your users/patrons will be interacting with this information. Site labels can be updated to ensure field names and other terminology matches what your users/patrons expect to see. Directory listings can also be filtered/grouped using the Type and Department filter vocabulary fields, consider creating or editing these list values before creating new listings.  

Filter vocabularies and site labels are discussed in more detail in the Considerations for Creating Content article, but it should be noted that administrators can quickly access the filter vocabularies and site labels specific to just the directory listing, from the tabs at the top of the directory listing dashboard.

Creating a Directory Listing

1. From the Dashboard, click Directory Listings 
2. Click +Add Directory Listing, complete the fields in the next window
   1. Click Upload/Select File, to upload or select a previously uploaded image for the listing
      1. For optimal user experience see the Recommended Image Sizes article for guidance when uploading/selecting images
   2. Name
   3. Last name/Secondary name
   4. Job Title
   5. Company
   6. Type - select the most appropriate filter vocabulary value
   7. Department - select the most appropriate filter vocabulary value
   8. Location
   9. Phone number
   10. Fax
   11. Email
   12. URL - if applicable, enter the internal Stacks page or external URL to a webpage associated with the entry
   13. Social Media - include links to various social media accounts associated with the entry
       1. Social Network - select the social media platform
       2. Profile Link - enter the link to the associated social media platform
       3. Click Add another item, to add additional social media links as needed
       4. Click Remove to remove any social media links
   14. Description - enter any additional information you wish to display for the listing entery
       1. See the WYSIWYG editor article for more information on formatting options and field functionality  
   15. Hours of Operation - this can be used to indicate working hours for the entry
   16. Tip! The Save As: field can be used to change the state of the content to save it if not complete, or for review purposes prior to publishing, or for un-publishing, click the drop-down to select the most appropriate option
       1. Draft, this will save the work in it's current state but does not publish the content which would make it accessible to add to a landing page
          1. Note: This is the default state when users with the Editor role are creating content
       2. Needs Review, saves the work in its current state and indicates it can be reviewed prior to publishing or making further edits and adding to a landing page
       3. Reviewed, saves the work in it's current state and indicates it can be set to published to be added to a landing page
       4. Published, saves the work in it's current state and publishes the content, making it available to be added to a landing page
          1. Note: this is the default state when users with the Moderator or Administrator role are creating content
       5. Unpublished, saves the work in it's current state and un-publishes/removes the content from any active landing pages, this content cannot be re-added to a landing page until it is changed back to the published state
   17. Review and configure the Publishing workflow as needed
   18. Click Save

List View Settings

Once listings have been added to your directory, you may want to review the settings that control how your users/patrons view both the list and detail views of the directory listing pages.  

• Listing View - this is the initial list of directory listing entries users/patrons will see when they navigate to the /directory-listing page
• Details View - this is the view users/patrons will see when they click on any one listing entry

1. From the Dashboard, click the Directory Listings tile
2. Click the Settings tab at the top of the screen
3. Click the Listing View sub-tab
   1. Enable Listing View, when checked this enables access to the listing view for the content type
      1. If disabled, when a user attempts to load the URL for this content, they will be redirected to the homepage
   2. Title, edit the title for the page if desired, the default value is Directory Listing
   3. Description, enter a description for the page if desired, this will be visible to users/patrons
   4. Display section
      1. Expand First Group by Default, check this box to expand the items, when they are grouped
      2. Display search form, check this box to display a search bar for entries
      3. Display A-Z Link Index, check this box to display a link on the list view when "Group by None" is selected
      4. Enable Add to saved list button, check this box to enable a save to list button
   5. Defaults section
      1. Default Page Limit, select the number of entries to be displayed before pagination is enforced
      2. Default Grouping, select the default value entries should be grouped by
         1. Note: users/patrons can change this when viewing the list of entries
      3. Default Sort Field, select the default value entries should be sorted by
      4. Default Sort Order, select the default order in which entries should be sorted
         1. Note: users/patrons can change this when viewing the list of entries
   6. Field Visibility section
      1. Check the box beside each field that should be made visible to users/patrons when viewing the list of directory entries
   7. Click Save configuration when finished
4. Click the Details View sub-tab
   1. Field Visibility section
      1. Check the box beside each field that should be made visible to users/patrons when viewing the list of directory entries
   2. Enable Add to saved list button, check this box to enable a save to list button
   3. Click Save configuration when finished