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Using Humap

Creating and managing records

This tutorial is available in video and text/image.

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.

Examples:

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.

To access the admin area, make sure you have the proper 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

You can then log in with your email and password.

Access the records dashboard by clicking Records in the menu on the left side of the screen.

A screenshot of the records dash

Here’s how to manually create a new record:

  • 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.

A screenshot of Records / Basic content on the admin dashboard

  • Add your record title into the Title text box. The slug (URL) will auto-generated based on your title.
  • If you aren’t happy with the slug, click Edit Slug and then type in the Slug Text Box to continue.
  • Does your record have dates? If so, you can write them in the Date From (start date) and Date To (end date). You can also click the calendar icon at the end of the text box to select a date from there.
  • You can also decide how precisely the date is displayed by ticking the box next to your preferred format.

Another screenshot of Records / Basic content on the admin dashboard

  • 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!
  • 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.
  • When you’re finished on this screen, scroll back up and click Attachments in the top record toolbar.

A screenshot of Records / Attachments on the admin dashboard

  • This is where you add media to your record. Humap supports text, links, videos, images, and rich IIIF media.
  • To upload an image, click Add New Image, select the image, and click upload. Do the same for the other types of media if necessary.
    • We don’t host video or audio, but we can port it video/audio content from YouTube, Vimeo, and Soundcloud.
  • When you’re finished, click Attachment Sort Order in the record toolbar.

A screenshot of Records / Attachment Sort Order on the admin dashboard

  • This is where you organise your record’s attachments. The piece of media at the top will be used for the preview image, so choose wisely!
  • When you’re done, click Location in the record toolbar.

A screenshot of Records / Location on the admin dashboard

  • Your record needs a location. You can 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.
  • When you’re happy with the location, click Categories.

A screenshot of Records / Categories on the admin dashboard

  • This page lists the Taxonomies and taxonomy terms defined on your Humap instance.
  • Click the boxes that are relevant to your record.
  • When you’re done, click Sharing in the record toolbar.

A screenshot of Records / Sharing on the admin dashboard

  • On this page you can create a permalink and a QR code for your record. This feature is extremely optional, but is great for linking your map into real-world spaces.
  • Clicking Create Permalink will create this:

A screenshot of Records / Sharing on the admin dashboard, with a QR code generated

  • When you’re done with the Sharing tab, click CTA block in the record toolbar.

A screenshot of Records / CTA block on the admin dashboard

  • CTA (Call to Action) is used for getting reactions from your users. To create one, you need a title, description, button text, and a URL for the button to send the user too.
  • Your record is now finished! Click Create Record to make a draft, and then Publish to make it visible on a map.

If you have the associated overlay group feature turned on, this button will appear in the menu:

A screenshot showing the 'associate overlay group' screen in the content management system

If you would like an overlay group to be associated with this record, click the drop down menu.

A screenshot showing the 'associate overlay group' screen in the content management system

You can then select which overlay group you would like to be associated with this record.

Click Create Record or Update Record.

Or click here to view this particular record in situ.

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 the batch action featureYou 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.

A screenshot demonstrating how to search your content

 

 

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