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Drupal CMS: Create a case study

Learn about creating a case study in Drupal.

This guide is aimed at

  • Staff
  • PG Students

Before you start 

You need to be a Senior Editor, Editor or Author
When editing use Chrome, Firefox or Safari but NOT Internet Explorer

Instructions

To be able to write a case study, you will need to have a case studies feed for your site.
The decision to get a case studies feed is made by the website owner and when requested, set up by Digital Presence.
Once set up, editors can add case studies which will appear automatically in the feed.

Create a new case study

  1. Make sure you are in editing mode

  2. Click on Content | Add content | Case study to bring up the case studies feature

  3. Complete the necessary fields

  4. Depending on your role:
    if you are a Senior Editor: click on 'Publishing options - Draft (Current)' in the left-hand menu, choose 'published' from the drop-down menu
    if you are an Editor: click on 'Revision information' in the left-hand menu, choose 'published' from the drop-down menu
    if you are an Author: click on 'Revision information' in the left-hand menu, choose 'needs review' from the drop-down menu
  5. Save

Currently only the Teaching and Learning website uses case studies and to ensure conformity, editors have been provided with a template.

Title - the title will appear above the event and will become the clickable link that takes you to the event in feeds and search engine ranking pages.
A title can only contain 100 characters. Make sure you use keywords.

Featured image - this will appear above the event in feeds and as a thumbnail in social shares. 
You either upload a new image or search for one in the Library.

Publication date - this is automatically generated but you can change this.

Content intro / summary - this is useful for Search Engines as this will be the description of the URL when users find the page in question on Google and other search engines.

Main content - this is where you write the contents of the case study.

Content footer - use if relevant.

Sidebar - this is useful if you want to provide extra content.

Categories - read for further information on tagging and feeds to understand the categories.


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