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Get started as a maintainer

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          Help and Guidance 2020: New Page: Version 1.2

Note this version describes the menus following a planned simplification shortly to be introduced.

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Introduction


This page is simply about the mechanics of using GENUKI as a maintainer rather than as a visitor.

Login


If you are a new maintainer you will have been sent a user name and password. There is no login option offered on the GENUKI home screen to avoid confusing visitors about whether they need to register or login. Simply go to the Login page and enter your details.

You will be taken to your profile page showing some details and a menu of actions. If you go to the login page accidentally when already logged in you are redirected to the profile page.

Once you are logged in there are two additional items in the top right of the main GENUKI header:

  • My Account: this will take you to your profile page
  • Logout: as you might expect returns you to the ordinary visitor view.

Accessing maintainers' functions


The menus to access the functions  and facilities you need as a maintainer are available in three groups:

Editing Your Nodes


On almost all pages you will find the Page Menu Bar, above the main title. This set of menu options vary with context, including the type of page being viewed and whether you are logged in. 

                             

                
Page menu
     
       

All users (visitors and maintainers when they are not logged in) will see the following on Place pages but only the first and last items on plain pages.  There are a few exceptions to this approach. The details of the individual items are in the help for visitors:

  • View
  • Nearby Churches 
  • Nearby Places
  • Place Search
  • County Map

On pages for which you are the maintainer when you are logged in you will see the additional items that offer the main tools for maintainers. They are described in more detail:

  • Edit: This opens the main edit screen for the node. 
  • Delete: This will remove the node entirely. Take care. You will have the opportunity to confirm the deletion but once you have done that there is no easy way to recover a deleted node.
  • Revisions: This will take to a page showing all the distinct revisions of the node contents - essentially each time it has been amended and saved by you, another maintainer (usually an admin with rights) or an automatic process. There is no revision information before the transition to Drupal 8. You can revert to any of the available revisions.
  • Clone: a copy of the node is made with the existing title prefixed with "Clone of ..". The edit page for that new node will be opened and you can amend as you wish. The URL for the node is not copied from the original and you will need to set this to save the clone.
  • What links here: This displays a list of the urls of the nodes in which there is a link to the node. This can be useful to check that the node is in the expected place in the url tree and that the page is not orphaned or inaccessible [Add Link]

                             

                      
Page Menu Bar
       

Reviewing Your Nodes


When you click on "My Account" in the GENUKI header you will see your profile page

There are a few details about you and a record of three settings:

  • Suppress Topic Links: Off
  • Suppress Link Errors: Off
  • Suppress Topic Subfields: On

The use of these settings is discussed below 

 

Profile Page Menu Bar

On the View Profile page there is a variant of the Page Menu Bar showing the following:

  • View: Click on this to get back to the view if you have used other items.
  • Edit: Allows you to edit your settings. See below.
  • My Nodes Again just what it says: all the pages (nodes) for which you are the recorded maintainer.
  • My Media: Those items in the media library uploaded for your county:
  • My Errors Click this tab to get just what it says: the errors (including the link errors) on all of your pages. Click on the numbers to see the list of errors.
  • My Tickets: the list of tickets for support action that you have submitted
  • Assigned Tickets: Generally tickets are assigned to one of the executive team so this list should be empty for other maintainers.

Edit Profile

You can enter a number of obvious personal details here. The three settings shown on the view profile page are as follows and can now be edited on or off:

  • Suppress Link Errors This field should be ticked if you wish to suppress the list of link errors at the top of the Node Edit screen.
  • Suppress Topic Links This field should be ticked if you wish to suppress the list of topic links at the top of the Node Edit screen.
  • Suppress Topic SubfieldsThis field should be ticked if you wish to suppress the Sub-Topic and Topic Description sub-fields within each Topic field on the Node Edit screen.

The defaults allow you to see both the link errors and the list of topics already in use when you are editing a node. Most people do not use Sub Topics so that defaults to suppressed

Wider Maintainer Functions


Some maintainer actions are more general or do not relate to your nodes. When logged in you will see a Maintainers' Menu Bar immediately under the GENUKI header. Note This menu currently appears as the "shortcuts" on the maintainers blue bar at the top of the page. It will be relocated shortly.

                             

                      
Maintainers Menu
       

The exact content of the menu is dependent on your precise role. The options generally refer to and give access to lists of all content of particular types in GENUKI. They are from left to right:

  • Add content: Click on this item to get a page showing all possible content types. You can then select a type to add.
  • All Errors: This will show a page called "statistics and errors" with a list of the number of nodes (place/plain, churches, gazetteer) and various types of errors. This is ordered by  geography and maintainer. Clicking on a blue number shows more detail.
  • All Nodes: This shows "Who maintains what" listed by: Geography, maintainer, node type (Place, Plain, Church, Gazetteer) with a total for each type and a total for those last edited within 60 days and 30 days.
  • All Media: This shows "media maintainers" similarly for media items
  • Gazetteer: Similarly for Gazetteer
  • Churches: Similarly for Churches
  • Bulk Ops: This gives access to methods of making the same search and replace change to a number of nodes at once. See more detail
  • Orphans: All Place nodes and plain nodes should be linked to a parent. This shows the ones that have no such link and probably need correction
  • Tickets: Shows the full list of tickets and gives the opportunity to submit a new support ticket
  • Help: Links to the top level of the help information