Many department or lab web sites need to list the people belonging to the department. Because this is a common need, we have developed specific page types for this. Individuals can have a Person Page and those can be listed either on a Person Listing Page OR via a Person List Block on an Interior Page.
To create a listing like the one shown below, please follow the steps on this page. The steps must be completed in order or you will not see links to the subsequent steps.
Step 1: Create Person Categories
Most sites will want to categorize people in one or more ways. For example, a lab site will probably have categories for PIs, Postdocs, Graduate Students, Staff, etc. The division sites have those categories plus an additional set of categories for research areas. You are not required to have categories but if you do not, then please note that when the Person List Block asks which category to display, you will need to delete the input for category.
Click "People" in the admin sidebar and choose "Person Categories". From the person categories page, you can add/edit/delete categories. You can create hierarchies of categories and rearrange their order using the cross in front of each category name to drag the line into its new place. In the example below we have 2 sets of categories: Department and Roles. We can use these sets of categories later when we configure the Person Search Box on the Person Listing Page.
Step 2: Create a Person Listing Page
Create a Person Listing page somewhere on your site. You do not need to include it in your site menu, but if you want to display any of the PersonBlocks or individual Person Pages, you will need to publish the Person Listing Page.
In the site map, hover over your site's home page, and click the "Add Child Page" button. Then choose "Person Listing Page" from the list of possible page types to create. That will take you to form where you can create the Person Listing Page. Give the page a title and add a Person List Block to the page. If you want to display all the people on your site in one listing, you will need to remove the item in the Categories section (second item in the image below).
Since you do not yet have any Person Pages, this page will look pretty bare. Publish it as it is now and you can come back to the display options in the list block once you have people to display.
Step 3: Create a Person Page Template
The next thing you need is a layout for the individual Person Pages. The purpose of having the template separate from the Person Page is so you can apply a uniform format to one or more Person Pages without having to recreate that layout on each page. On a large site, you may have different templates for faculty, students, and staff but every site must have at least one default template defined before you can create an individual Person Page.
In the site map, hover over the Person Listing page you just created and choose "Add Child Page", then choose "Person Page Template" from the choices given. Add a title, header, and check the "Is Site Default" box.
At this point, there is no data to use for a preview, so I would just fill the body with a spacer or heading and publish the template page.
At this point the "People" section of the admin menu should have two extra entries: one for "People Page Templates" (like the one you just created) and one for "People Pages". If your menu does not look like this, please stop and check that you have created and published both the Person Listing Page and the Person Page Template.
Step 4: Create Person Page
Now you are ready to create an actual Person Page. The first person created is used as the data for previewing a page template. It is convenient if the first person you enter has most or all of the information you want to display on a Person Page but the title, headshot, and contact information is all you need for a basic Person Page.
In the site map, hover over the Person Listing page you just created and choose "Add Child Page", then choose "Person Page" from the choices given. OR choose People Pages from the People section of the admin menu.
Enter the person's full name in the Title field.
Click the "Choose Contact Information" button. Search for the person's name (or part of the person's name). This will search the Caltech Directory for their directory listing. By using the person's directory listing, your site will automatically get updates when their email, phone, or mail code changes. It will also obey the privacy settings they have chosen regarding display of their contact information to people who are not in the Caltech network.
If you do not find the person you are searching for, try searching for them on the Caltech Directory site. If you find them in the directory but not when searching on your site, please report by emailing firstname.lastname@example.org.
It is possible to create a contact record within your site, but only do this as a last resort since you will need to manage those records yourself. They will not receive any updates from the Caltech Directory.
You may upload one or more images to each Person Page. These images will be available on the person's page on your site and the first image will be used on the Person Index Page. Most sites will want to standardize on images with a portrait aspect ratio, but if you choose the 'landscape' option in your Person List Block, you will need images with a landscape aspect ratio. Just like all other images on this site, if the automatic image cropping does not choose the correct part of the image, you can edit the image to set the focus area; see the image editing page for details.
If you do not upload an image for this person, the Person Listing Blocks will show a gray cartoon figure for this person.
Alternate URL for Dual Appointments
In the Person List Block, each person's entry links to the Person Page on your site. If you would like this to link directly to their personal web site instead, enter that url in the Alternate Url field and ignore most of the rest of the fields on this form. The only other field you may want to fill out is the "Category Mappings" (if your site is using Categories).
Profile and other fields
All other fields on this page are optional. Each site will want to decide what information they want to display and then configure one or more Person Page Templates to show that information.
Note: To make it easier to skip displaying empty fields, RichText consisting only of html tags will not be saved. The only time this really matters is if you try to create a field consisting only of an image or video; since those are only html tags, they will be deleted before saving. You will need to add a heading or some text in addition to the video or the video embed code will be removed.
If your site is using one or more sets of categories, you can map people to those categories at the bottom of their people page. These category mappings can be used in the Person Search Block and may be displayed in the Person List Block if you configure one of the categories to be displayed in their listing.
If you have more than one template, e.g. a simple default template and then a more full featured 'full info' template for research staff, you can choose the template for this person near the bottom of the "Settings" tab.
The settings tab also has a field for "Associated Users". If you want people other than your site's editors to be able to edit Person Page information, create a User for that person and add them to the "Members" group. Then you will be able to search for that user in the "Associated Users" box on the person page settings tab.
Step 5: Edit the Person Page Template
Once you have published a basic Person Page, you have data to use when previewing your default Person Page Template. So now let's go back to that and make it a bit more interesting. From the admin sidebar menu, choose "People", then Person Page Templates, and then choose your default template.
To create the layout for the Person Page show to the left, add a header block. "Header: Page Title" or "Header: Name + Job Title" make good choices.
For the body, start with "Left Sidebar Layout" and in the sidebar section, add a Portrait Block.
When you click Preview, the first Person Page on your site is used as the data for your preview.
All of the fields in body of our example page are placed using the "Attribute" block. Add an attribute block, then choose the field you want to display and how you want it formatted. In our example block, the person's full name is styled as an h3, the job title is italicized, and the phone and email fields use the "Add "Name:" before data" style.
The Profile, URLs, Admins, Publications and Category List blocks display data entered directly on the Person Page. The Courses, Events, News Articles, and In The Media blocks show data that is mapped to the person using one of the management dashboards. For example, to map a Watson Lecture to a person's profile, go to the Event Management Dashboard, search for the lecture, and then choose "Manage Event". At the bottom of the page there is a field named "People"; use that field to search for the lecturer(s) by name. Once the event is mapped to the person, it is available for display if that template for that person's page has an "Events" block on it. You do not need separate templates for people with and without events; if a person does not have any mapped events, the block will not display.
A Person Page using a template with most of these specialty blocks - including the Tabs Block - is shown below.