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Creating Directory Listings

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 listing entries, it's important to note that both site labels and filter vocabulary values associated with directory listings may need to be reviewed and/or updated. Doing so before you create your entries can save you time from having to jump back and forth to make updates later on.

Please note, of the roles listed above, only the Moderator and Administrator roles have the ability to modify site labels and add, edit, or delete filter vocabulary values.

Labels

Almost all field names and labels can be changed in Stacks, this allows you to customize label sets to ensure the terminology used matches what your users or patrons would expect to see when viewing directory listings. Before creating new entries, it's worth reviewing the labels associated with the directory listings and updating any if needed.

To change labels:

  1. From the Dashboard, click the Directory Listings tile
  2. Click the Labels tab at the top of the screen
  3. Review the labels in the Fields and Listing View sections on the left and change any values as needed
  4. Scroll to the bottom of the page and click Submit when finished

Filter Vocabularies

Filter Vocabularies are lists of values that can be used by your users/patrons to filter and group information in Stacks; review the filter vocabularies associated with directory listings to make sure the appropriate values exist for your users/patrons to use.

To add to or update filter vocabularies: 

  1. From the Dashboard, click the Directory Listings tile
  2. Click the Filter Vocabularies tab at the top of the screen
  3. Click the List Terms link to the right of the Type
    1. To Add new values: 
      1. Click +Add Term 
      2. Enter the name for the new term
      3. Click one of the two save options
        1. Save, to save the value and stay in this screen to add another; OR
        2. Save and go to list, to save this value and return to the list term view
    2. To Edit a value:
      1. Click the Edit button to the right of the value
      2. Update the name
      3. Click Save
  4. Repeat the steps above for the Department filter vocabulary as well

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
    15. Hours of Operation - this can be used to indicate working hours for the entry
    16. Review and configure the Publishing workflow as needed
    17. Click Save

Settings for Directory Listings

Additional settings can also be configured here to control the how your users/patrons will see directory listing information when viewing the Listing View or Detail View for your entries. 

  • 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
Please note, only users with the Moderator or Administrator role have the ability to configure these settings. 
  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
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