OSU Drupal 6
Boot Camp Workbook
Provided by Central Web Services
In Association With WebComm
http://oregonstate.edu/cws
http://oregonstate.edu/ua/webcomm
Contact
Contact
Call 541-737-1189
Call 541-737-3871
Help Ticket http://oregonstate.edu/cws/contact
Email [email protected]
Table of Contents
About this Boot Camp
3
Itinerary
3
The Classes
4
The Workbook
4
Analyzing Your Site Needs Lab
5
Basic Site Information
5
Site Map
6
Narrative
7
Taxonomy Lab
9
Vocabulary Drilldown – Simple List
9
Vocabulary Drilldown - Hierarchical
10
Vocabulary Details
11
Custom Content Lab
12
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About this Boot Camp
Itinerary
Welcome to the CWS Drupal Boot Camp. We're pleased to have you as a participant for this training
event.
Below is the itinerary for the next three days.
Day 1

Basics 8:00 am – 10:00 am

Content Types 10:15 am – 12:00 pm

Writing for OSU Brand & Marketing (WebComm) 1:00 pm – 2:00 pm

Designing Tables 2:15 pm – 4:15 pm

Prep for next day: 4:15 – 4:30
Day 2

Developing Site Structures 8:00 am – 10:00 am

Analyzing Your Site Needs 10:15 am – 11:00 am

Taxonomy Lab 11:00 am – 12:00 pm

Applying the OSU Brand / OSU Themes (WebComm) 1:00 pm – 2:15 pm

Formatting Blocks 2:30 pm – 4:30 pm
Day 3

Generating Custom Content Types 8:00 am – 10:00 am

Plan Your Custom Content Needs 10:15 am – 11:00 am

Content Development Lab 11:00 am – 12:00 pm

How to Use Views 1:00 pm – 2:45 pm

Intermediate Views 3:00 pm – 5:00 pm
Due to the condensed timeframe we have to work in, and the large class size, we must start
promptly at each specified time.
If assistance is required, please contact your instructor prior to class by calling CWS at 541-737-1189
or submitting a help ticket at http://oregonstate.edu/cws/contact.
-3-
The Classes
Day 1 of our event will be an introduction to using Drupal which will guide users through the Drupal
environment and walk through basic content development using the default content types. During
this time period everyone will be working on a multi-user site called Discover Drupal 6.
Starting on Day 2 of our event, we'll begin to witness the difference between being a content
contributor and a site builder. Each participant in this Boot Camp will have his or her own personal
training site and will be the Administrator of this site. The goal, from here on out, is to progressively
build a model site called "Food for Thought" using pre-developed text content and supplied images.
Here we'll start to take a look at the different structural components involved in a Drupal site, and
how you can plan, configure, and develop these different structural elements to suit the needs of
your site.
Day 3 will be fast-paced and demanding. On this day we'll tackle advanced topics such as custom
content development using the CCK module and how to use the Views module to develop custom
database queries and create different ways of displaying the query results.
The Workbook
The pace of this Boot Camp will be rigorous. You will learn a great deal about many different
technical components of the Drupal framework. You will also probably forget some of it, especially
if you don't immediately put it into practice, which is why this workbook has been developed.
The model we use in class is good for teaching the technical aspects, but most people usually don't
completely "get it" until they apply these techniques to a website topic that has personal meaning,
such as something work or hobby related.
Different participants in this Boot Camp will have different needs. Users who will be functioning as
site builders for their organization may find this workbook very useful in the planning or revision of
their future site. It's our hope that this tool will help this group of users hit the ground running in
terms of planning and preparation.
For users who will be working more as content contributors, you will still find value in going through
this workbook, learning about the different components involved in a Drupal site and how they are
developed. It will provide you with insight that will help you better communicate ideas and issues to
whoever is developing and/or administering your site.
This workbook is not graded and does not have to be returned to CWS. Feel free to mark it up with
notes and ideas that you might have. Keep it around for your personal reference, or use it as a
reference for yourself and others who may be working on your site with you.
-4-
Analyzing Your Site Needs Lab
Basic Site Information
The following lab is intended to assist you in determining and organizing basic information about
your site.
Site Name
Site URL
Site Objectives
Be clear, concise, and pointed.
Try to keep each objective
contained within a single
sentence.
Audience Info
Age Range
Gender
Your audience plays a large factor
in deciding the best approach for
communication.
As an example, there is a big
difference between a very
technical audience versus a very
creative audience.
F
M
Language
U
Audience Categories
Future Students
Current Students
Internat'l Students
Alumni
Parents
E-Learning
Employees
Employers
Technical/Research
Government
Community
Creative
Announcements
Bibliographies
Chaptered Content
Your site can have many different
features.
FAQ
Keyword Searches
Multimedia Collections
Select any features that apply at
right. If additional features are
desired, use the provided space.
News Releases
People Highlights
Polls
RSS In
RSS Out
Technical Articles
If multiple audience categories,
exist, choose them. If additional
categories are needed, use the
provided space.
Features
-5-
Site Map
Use the space provided below to draw out a simple site map. Consider, especially, sections that
your site may have. For example, many college sites here at OSU have sections specifically
designated for Students, which may be further broken down into Future Students and Current
Students, or Undergraduates and Graduates.
A front page element and starter sections have already been added for you. Add or cross out
elements as needed.
Section Title
Section Title
Content Type
Content Type
Front / Home
Page Title
Content Type
Section Title
Section Title
Content Type
Content Type
-6-
Narrative
If your site has sections, use the following pages to write a brief description of the function of each
section. Try to keep it within one short paragraph.
Section Name
Description
Subsections (if applicable)
Name:
Name:
Name:
Description:
Description:
Description:
Name:
Name:
Name:
Description:
Description:
Description:
Section Name
Description
Subsections (if applicable)
-7-
Section Name
Description
Subsections (if applicable)
Name:
Name:
Name:
Description:
Description:
Description:
Name:
Name:
Name:
Description:
Description:
Description:
Section Name
Description
Subsections (if applicable)
-8-
Taxonomy Lab
The Taxonomy module is a basic, core module that can serve many different purposes in a Drupal
site.
Typically, Taxonomy is used to create keyword lists and/or term definitions. In OSU Drupal 6, the
Glossary module is available, which provides a real-time, context sensitive help feature. To use the
Glossary module, at least one vocabulary must be created.
The following lab is intended to assist you in developing any vocabularies that your site may require.
First, drill down a vocabulary of your choice and then provide some details for it.
Vocabulary Drilldown – Simple List
If your vocabulary does not require any type of hierarchy, it is basically just a simple list of terms and
definitions, where applicable.
Vocabulary Name
Term, Acronym, etc
Definition (if applicable)
-9-
Vocabulary Drilldown - Hierarchical
If your vocabulary is hierarchical, a deeper drill-down will be required. Use the provided diagram to
brainstorm a hierarchical vocabulary, if needed. Add or cross out Parent and/or Child elements as
needed. Once the vocabulary has been brainstormed, it can then be organized into an outline and
definitions may be added, as applicable.
Child Term
Child Term
Parent Term
Vocabulary
Name
Child Term
Child Term
Parent Term
Parent Term
Child Term
Child Term
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Vocabulary Details
Once you have an idea of the terms you want in your vocabulary, you can then determine how you
want to use these terms in your site. Remember, vocabularies can be used on any content type,
including custom ones – so you could, in effect, have a particular vocabulary that is associated with
just one content type (such as an Employee Profile content type and an Org Chart vocabulary).
Vocab Name
Description
Help Text
Used to provide on
screen instruction to
the contributors
selecting items from
the vocabulary
Ex 1: "To select multiple terms, or deselect terms, hold the Ctrl key (PC) or Apple key (Mac) while
clicking."
Ex 2: "Only one term may be selected from this list. To deselect terms, hold the Ctrl key (PC) or
Apple key (Mac) while clicking."
Content Types (if you wish to provide this list to your contributors to use as a controlled tagging list, select the
content type(s) the list should appear on)
Provided Content Types
Custom Content Types
 Announcement

 Biblio

 Book Page

 Page


 Poll

 Story
Settings
 Tags
 Multiple Select
 Required
Commonly known as "freetagging", this is where terms are
created by users as they submit
posts. Multiple tags can be
submitted by typing in a comma
separated list.
If you would like your users to be
able to select multiple terms from
a vocabulary, select this.
Otherwise users will be presented
with a drop down menu that
allows the selection of only one
term.
Take care when selecting this
option. If this box is checked, your
users must select at least one term
from the list before a post can be
submitted.
- 11 -
Custom Content Lab
Custom content types are content submission forms that are used for groups of related content. For
example, an Employee Profile content type could be created that displays information about the
employees in your department. Using this feature helps ensure consistency in how information is
both gathered and displayed.
The following lab is intended to assist you in collecting and organizing information regarding any
custom content type needs that your site may have.
The chart below has been provided to help determine data types and widgets for the content
planning forms on the following pages.
Available Data Types and Widgets
Data types are in bold, widgets are indented.
Date
Datestamp
Select List
Select List/Repeat option
Text field custom
Text field repeat option
Text field pop-up
Text field pop-up/repeat
Decimal
Text field
Select List
Check boxes/radio buttons
Single check box
Embedded Video
3rd
Party Video
Integer
Text field
Select List
Check boxes/radio buttons
Single check box
Text
Select List
Check boxes/radio buttons
Single check box
Text field
Text area (multiple rows)
Datetime
Select List
Select List/Repeat option
Text field custom
Text field repeat option
Text field pop-up
Text field pop-up/repeat
Embedded Audio
3rd
Party Audio
File
Select List
Select List/Repeat option
Text field custom
Text field repeat option
Text field pop-up
Text field pop-up/repeat
Embedded Image
3rd Party Image
Float
File Upload
Image
Text field
Select List
Check boxes/radio buttons
Single check box
Link
Node Reference
Link
Select List
Check boxes/radio buttons
Autocomplete text field
User Reference
Select List
Check boxes/radio buttons
Autocomplete text field
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Content Type General Information
(configure at Administer > Content management > Content types > Add content type tab or edit link)
Content Type Name
Description
Submission form settings – some general settings for default elements that appear on all forms
Title & Body field labels:
Change the labels of the Title and Body
field, if desired
Explanation or Submission Guidelines:
This shows up as instructional text at the top of the content type submission form and is seen
only by your content contributors.
Title Label:
Body Label:
Workflow Settings – what do you want your content to do when you submit it?
Default options:
In OSU Drupal 6, usually the only options
you may want to check are Published and
Create new revision
Multilingual Support:
Multilingual sites are possible in OSU Drupal
6, but CWS does not currently provide
training in how to build one.
 Published
 Promoted to front page
 Sticky at top of lists
 Create new revision
 Disabled
 Enabled
 Enabled, with translation
Attachments:
This allows users to attach files to nodes,
similar to how you would in an e-mail.
 Disabled
 Enabled
Content Type Fields
(configure at Administer > Content management > Content types > Content type manage fields link)
Field Name
Data Type & Widget
Required
Associated Taxonomy Vocabularies
(configure at Administer > Content management > Taxonomy)
Permissions – must be granted for users to create and edit content using this content type
(configure at Administer > User management > Permissions)
node module group
Author
Adv. Author
Create X content
Delete any X content
Delete own X content
Edit any X content
Edit own X content
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Admin
Custom Role
Content Type General Information
(configure at Administer > Content management > Content types > Add content type tab or edit link)
Content Type Name
Description
Submission form settings – some general settings for default elements that appear on all forms
Title & Body field labels:
Change the labels of the Title and Body
field, if desired
Explanation or Submission Guidelines:
This shows up as instructional text at the top of the content type submission form and is seen
only by your content contributors.
Title Label:
Body Label:
Workflow Settings – what do you want your content to do when you submit it?
Default options:
In OSU Drupal 6, usually the only options
you may want to check are Published and
Create new revision
Multilingual Support:
Multilingual sites are possible in OSU Drupal
6, but CWS does not currently provide
training in how to build one.
 Published
 Promoted to front page
 Sticky at top of lists
 Create new revision
 Disabled
 Enabled
 Enabled, with translation
Attachments:
This allows users to attach files to nodes,
similar to how you would in an e-mail.
 Disabled
 Enabled
Content Type Fields
(configure at Administer > Content management > Content types > Content type manage fields link)
Field Name
Data Type & Widget
Required
Associated Taxonomy Vocabularies
(configure at Administer > Content management > Taxonomy)
Permissions – must be granted for users to create and edit content using this content type
(configure at Administer > User management > Permissions)
node module group
Author
Adv. Author
Create X content
Delete any X content
Delete own X content
Edit any X content
Edit own X content
- 14 -
Admin
Custom Role
Content Type General Information
(configure at Administer > Content management > Content types > Add content type tab or edit link)
Content Type Name
Description
Submission form settings – some general settings for default elements that appear on all forms
Title & Body field labels:
Change the labels of the Title and Body
field, if desired
Explanation or Submission Guidelines:
This shows up as instructional text at the top of the content type submission form and is seen
only by your content contributors.
Title Label:
Body Label:
Workflow Settings – what do you want your content to do when you submit it?
Default options:
In OSU Drupal 6, usually the only options
you may want to check are Published and
Create new revision
Multilingual Support:
Multilingual sites are possible in OSU Drupal
6, but CWS does not currently provide
training in how to build one.
 Published
 Promoted to front page
 Sticky at top of lists
 Create new revision
 Disabled
 Enabled
 Enabled, with translation
Attachments:
This allows users to attach files to nodes,
similar to how you would in an e-mail.
 Disabled
 Enabled
Content Type Fields
(configure at Administer > Content management > Content types > Content type manage fields link)
Field Name
Data Type & Widget
Required
Associated Taxonomy Vocabularies
(configure at Administer > Content management > Taxonomy)
Permissions – must be granted for users to create and edit content using this content type
(configure at Administer > User management > Permissions)
node module group
Author
Adv. Author
Create X content
Delete any X content
Delete own X content
Edit any X content
Edit own X content
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Admin
Custom Role