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Customize the open data portal homepage

This article will describe the elements of the homepage of a basic data portal that can be edited, which site roles can make these edits, provide tutorials on how to edit these optional features, and share some requirements and tips.

Homepage features that can be customized

STORY BANNERS AND FEATURED DATASETS

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Image 1: City of Chicago, Featured Datasets

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Image 2: CMS, Homepage Stories

Stories (optional): These are banners that exist at the top of the page that can be edited with pictures and text, and can link to external sites. You can have more than one story, and the platform pages through each of them at certain intervals. This is optional.

Featured Datasets (optional): These are views on your platform that you want to highlight and link to. You can highlight a maximum of four views at a time. The structure of a featured dataset is a picture, which is either a thumbnail of your view or a uploaded image, a title and description.

Who can edit the homepage

Users who can update the homepage to different degrees: Administrators, Publishers and Designers

Role specific abilities

Administrators have the most access, and can perform any of these actions:

  1. Adding and customizing a dynamic story banner (can add as many stories as you like)
  2. Adding featured datasets 
  3. Customizing metadata (Homepage categories)

Publishers can create and edit story banners. 

Designers and Publishers can create and edit featured stories. 

Getting to the homepage editor

  1. Make sure you are logged in.
  2. Go to "Administration"
  3. Click on "Home Page" in the menu on the left
  4. From here you can manage your stories and update your featured datasets, including adding images and descriptive text.  Read this article for learning to use the Story banner editor: The Story banner editor
  5. You can also add your own featured dataset custom image by uploading an image or taking a screenshot of the dataset.

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Image 3: Home Page link in Administration menu

Requirements and Tips

The size of the images for featured datasets should be 150x80px. The size for story content depends on your own customizations; by default an image that's 250px tall will work. In general, it should be as wide as you can make it, and it should fade out to a solid color on the far side from your alignment so that you can blend it with the background color with the story in case a user's browser is wide.

These customization abilities allow you to keep the site up-to-date with new stories and content of interest via the dynamic banner and highlight notable datasets, views and visualizations via the featured datasets. (Suggestion: Due to the story banner's important positioning on the site, some administrators choose to have 1 story give an introduction and description of the data portal to first-time users)

How to Add a Story Banner

 1. Select the create a new Story button to the top right of the page. 

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2. You will then see the following page which will prompt you to provide a story title, brief description, and background color for the story banner. You can also optionally add a background image and a URL that a user will navigate to if they click on the story banner.Screen_Shot_2017-02-28_at_1.46.00_PM.png 

3. After clicking ‘Save’, go back to the homepage dashboard, where you will see the Customize Story Appearance section. Selecting the 'Customize Now' button will take you to the Story Editor. 

This editor enables you to modify multiple aspects of the story banner by toggling through the different menu options: Text Box, Pager, and Other.

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The Text Box menu is used to modify the appearance of the story banner itself.

The Pager menu allows you to select the appearance of the paging buttons one can use to go to the next story when you have more than one active story banner.

The Other menu is used to control how quickly stories page through on the homepage as well as the height of the story banner.

 

 

 

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