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Using Humap

Creating and managing Records

What are Records?

Most of the content on Humap comes in the form of Records. These can be single pieces of a larger story, about an event, person, place – the only limit is imagination.

Records can also be organised into Collections, Trails, Journeys, and Timelines.

If you are planning on using taxonomies and taxonomy terms for your project, we recommend making them before you start creating records. This means you can tag the record with the appropriate terms as you go so you don’t need to come back and tag it later.

Published Records will look something like this:

A screenshot of a record

This tutorial is available in video and text/image.

We’ve given the admin area a fresh look since we made this video, and we plan to update the video soon.

Examples:

Resources:

Logging in

  • To access the admin area, make sure you have the Project Admin level permissions and go to your-humap-url.humap.site/admin.
  • If you’re not already logged in you will be redirected to your-humap-url.humap.site/log-in and presented with this screen:

The log in screen for the Humap platform

A screenshot of the Subscription Platform login

  • That will take you to the Subscription Platform home screen.
  • There will be a list of map projects created on your subscription.
  • Click Admin next to the project you would like to access, and you will be taken to the admin dashboard of that project. 

A screenshot of the Subscription Platform Homepage

Creating and managing Records

  • Access the Records Dashboard by clicking Records in the menu on the left side of the screen.

A screenshot of the record creation dashboard in the admin area

  • Click New Record.
  • You can save and exit this process at any time, and your record won’t be added to the map until you press Publish. You can also edit or Unpublish the record at any time.
  • You do not need to create your record in the order we have laid out here, and you do not need to fill out every field.

Basic content

The basic building blocks of your Record.

A screenshot demonstrating how to add text, dates, and a title to your record

  • Add your Record title into the Title text box. The slug (URL) will auto-generated based on your title and you can change it after the Record has been created.
  • Use the Date To and Date From fields to add dates. These are not compulsory but make your Record findable via the date searching tool and are useful for Timelines.
  • The Content text box will be the body of your record. Use the formatting options in the toolbar to make your text pop, and remember to use frequent paragraph breaks if the Record is text-heavy.
  • The Excerpt will show on the preview of your record and on search engine results. If you leave it blank we will use the first few lines of text in the content field.

Attachments

This is where you can add media to your Record.

We don’t host video or audio, but we can port in video/audio content from YouTube, Vimeo, Soundcloud, and Figshare.

We can also embed content from Sketchfab and IIIF manifests.

A screenshot of the Attachments screen

  • To upload an image, click Add Image, select the image, and click Upload.

A screenshot demonstrating how to upload an image

  • Once the image is uploaded, click Add Metadata. 
  • On this screen you can add relevant image, such as credits and copyright information.

A screenshot demonstrating how to add metadata

  • Click Close in the top right of the browse box to return to this screen:

  • Click Audio, and you’ll be asked to paste a Soundcloud URL into the box.

  • The media will appear, along with the associated metadata and a thumbnail image.

  • You can add more metadata, but to ensure proper crediting Humap automatically pulls in the name, description, credit, and URL.

  • To add a YouTube link, click Close, Video, and then paste in a YouTube link.

  • The video will load in.

  • To add IIIF, click IIIF and copy and paste the manifest into the box.

A screenshot demonstrating how to Add an IIIF URL

  • You can then edit the metadata.

A screenshot demonstrating how to add metadata to an IIIF item

  • To add a Sketchfab item, paste a URL into the box and. click Edit Metadata to add more information.

A screenshot demonstrating how to Add Sketchfab metadata

  • To add a Figshare item, paste the ID into the box.
  • The ID is a string of numbers within the URL:
  • A screenshot demonstrating how to The Figshare IDYou can then edit the metadataA screenshot demonstrating how to Add Figshare metadata
  • You can also add a thumbnail image by clicking the pencil in the bottom right of the media preview.

A screenshot demonstrating a Figshare item added

  • Select the image you would like to upload and click open.

A screenshot demonstrating how to add a thumbnail

  • Click the = icon at the top left of the media item you would like to move, and drag the mouse to move it.
  • You can place it above or below other media items in the order you would like them to appear in.

Links

Links are a useful way of directing your audience to other pages on the web.

A screenshot demonstrating how to Add a New Link

  • Click Add New Link, add a name, and paste a URL into the box

A screenshot demonstrating how to Add a New Link

Location

Records on Humap need a location, which is reflected in a black pin on the map.

A screenshot demonstrating how to add a location

  • Use the text box in the map to search (via postcode or place name) or use latitude and longitude by typing in the lat/long fields below the map.
  • When you’ve found the location, click the map to drop the red pin.
  • A Record can only have one location, but if you change your mind you can come back and move it.

Categories

The categories page is where you can tag your Record with Taxonomy Terms to make it easier to find.

A screenshot demonstrating how to Add a taxonomy term

  • This page lists the Taxonomies and Taxonomy Terms defined on your Humap project.
  • Click the boxes that are relevant to your Record.

Sharing

Use this page to generate two tools that make your Humap easy to share: a permalink and a QR code.

Permalinks are short links which will always redirect to your Record page. QR codes can be used to link your Record to a physical space, like a gallery label or a plaque.

A screenshot demonstrating how to Create a permalink and QR code

  • Create a permalink and a QR code for your Record by clicking Create Permalink.

CTA Block

CTA (Call to Action) is used for getting reactions from your users.

A screenshot demonstrating how to create a CTA

  • To create one, you need a title, description, button text, and a URL for the button to send the user too.
  • You will need to fill out every field if you would like a CTA.

Associated Overlay Group

Associating an Overlay Group to a Record means that it will automatically load in when a user clicks into that Record. This is great for adding extra context to the Record and engaging your user.

You will need to have created some Overlays and Overlay Groups before you can associate them to a Record.

Overlays Wizard

Overlays Wizard – QGIS export & ArcGIS Online guidance

A screenshot demonstrating how to Add associated overlay group

  • Use the dropdown menu select which overlay group you would like to be associated with this record.

When you’re finished, click Create Record or Update Record. 

You’ll need to click Publish before you can see your record on the map.

Let’s take a look at the finished record:

Clicking the hero image at the top of the record will take you into the gallery:

If you would like to publish, unpublish, or export multiple records you can select them by clicking the tick box next to the record name and then clicking the Batch Actions drop down menu. You can then select which action to take.

A screenshot demonstrating how to use batch actions and record searching

You can also use the search box on the right of the screen to find specific records. The Name field is for free text searching, the State drop down menu allows your to search published, unpublished, or all records, and the Collections dropdown menu allows you to search within specific collections.

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