Adding a New Collection Development Policy

To add a new collection development policy, from the Content Overview screen, search for a page titled "Blank Collection Development Policy to Clone." 

Instead of clicking "Edit" under Operations, as you'd do to update an existing policy, click the arrow next to it and choose "Clone" from the dropdown menu that appears. 

This brings you to the editing screen of a new page with all content copied over from the cloned page. 

 

First, change the Title to reflect your new policy, making sure to include Collection Development Policy at the end. Summary and Detailed Summary should be left blank. And you can skip past Image, Image Caption, and Header as well. 

 

Under Main, click the Edit button for the Layout - Content Aside block. 

 

Leave the main content aside Title blank. If you have an introductory statement that does not fit in the rest of the policy's sections, you can add it in this Content box, but most policies don't require this. Continue to scroll down into the Accordion Single options. 

 

The Title field, which here is for the list of accordions as a whole, should be left empty, Accordion Toggle set to "On," and Container Width set to "None." 

 

Under Accordion Items, the default collection development policy categories will be pre-populated as item blocks. Enter your content in each section as needed. 

 

There are separate, more detailed videos on adding, removing, and rearranging blocks, and on using the text editor and adding elements such as headings and tables, so make sure to watch those as well. But for now, a few tips and guidelines. All titles and headers should be entered in title case, rather than sentence case. And if entering any lists, it's recommended that you use either a bulleted or numbered list style for readability. The Subjects Collected and Levels of Collecting section typically includes a table of subjects, levels, and locations. A sample table is included in the template, with the standard columns and all settings configured as needed for our layout. For further information on adding or configuring tables, see the Tables video, also in this series. Lastly, under Related Subject Collections, please use a bulleted list with links to existing subject collection pages. Make sure to search for and use the title from the dropdown list that appears when you add a new link. This ensures that the link will remain functional even if the linked content's title, or even URL changes. 

 

If there are any standard sections that you won't be using, click the three dot menu in the upper right of each and choose "Remove" to remove them from the page. 

 

After entering all of your accordion items, at the bottom of the Layout - Accordion Single block, you'll see options for Borders and Margins. These should remain set to "None." Continue to scroll down and you'll see the Aside - Title, or sidebar title. 

 

If there's only one bibliographer, the Title can remain Bibliographer. If more than one, please change it to be plural. If there are no bibliographers to enter, leave both the Aside - Title and the Referenced Card, coming up next, blank. 

 

Under Aside, then Card - Referenced Card, start typing in the name of the bibliographer. As you do so, a dropdown with possible profile titles will appear. Make sure to choose from this list as it will ensure that your field pulls in all necessary information to display a contact card. 

 

To add an additional bibliographer, click the arrow next to the button that says Add Aside - Quick Links, and choose "Add Card - Referenced Card" instead. Then repeat the steps to choose a staff profile. 

 

Borders should be set to None, margins to Margins top and bottom, and Padding and Background Color both can be set to "None." You can ignore the Add Paragraph button and everything below as we don't require any of those fields. 

 

The final step is to set the policy's breadcrumbs. To do so, head to Menu Settings in the right sidebar of the editing screen. Click the arrow next to the Menu Settings label, then toggle "Provide a menu link" to on. 

 

The Menu Link Title should be the title of your collection development policy, description can be left blank, and the parent link is "---- Collection Development," which is a child of "Collections" in the dropdown menu that appears. Click the Save button, and you're done creating your collection development policy.