Campus Directory
Enterprise Edition Documentation

A course is a unit of teaching that typically lasts one academic term, is led by one or more instructors (teachers or professors), and has a fixed roster of students. It is usually an individual subject. A course may have multiple sessions in that case each session is a separate course.

A location is a place relevant to people or courses. Each location may have multiple units.

Any person who is a faculty, graduate or undergraduate student, staff. A person may teach or attend courses or support other persons.

The act or process of producing a book, article, etc., and making it available to the public.

To create person records in the admin area:

1. Log in to your Administration Panel.
2. Click the 'People' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the person list page.
4. Start filling in your person fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set person taxonomies and relationships. All required relationships or taxonomies must be set.
6. When you are ready, click Publish. If you do not have publish privileges, the "Submit for Review" button is displayed.
7. After the submission is completed, the person status changes to "Published" or "Pending Review". Users must have "publish" right to publish people. Users who do not have "publish" right can still create people; however, these people must be reviewed and approved by a user with person "publish" right. Check Roles and Responsibilities section of this document to see which access groups have person "publish" right.

Person Curriculum Vitae file can be linked to People using the admin backend when creating a new person. You can upload at most 1 file.

After the person is created. Only the users who has "publish" right can upload Curriculum Vitae using the person edit screen.

People can be modified by clicking on the "Edit" link under the person title in the person list page in the admin area. Make any necessary changes and then click Publish.

In Campus Directory, users are only allowed to search people they have access to. Users who have access to people can search using the filter system in the person admin areaor search forms in the frontend You can use drag-and-drop admin interface for sorting, creating/saving complex filters, and ordering columns in the entity list pages.

Administrators and users who have access to advanced Person search page on the frontend can also utilize "Search operators" to drill down the result set without any limitations on access.

To schedule People for publication on a future time or date in the admin area:

1. Log in to your Administration Panel.
2. Click the 'People' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the person list page.
4. Start filling in your person fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set person taxonomies and relationships. All required relationships or taxonomies must be set.
6. When you are ready, click "Edit" in the Publish area next to the words "Publish immediately". You can also change the publish date to a date in the past to back-date People. Change the settings to the desired time and date. You must also hit the "Publish" button when you have completed the person to publish at the desired time and date.
7. After the submission is completed, the person status changes to "Published".

To create a password protected person in the admin area:

1. Log in to your Administration Panel.
2. Click the 'People' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the person list page.
4. Start filling in your person fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set person taxonomies and relationships. All required relationships or taxonomies must be set.
6. Click the "Edit" link next to Visibility in the publish box and select "Password protected".
7. Enter a password that will be required to view that person in the text field. The password is limited to 20 characters.
8. When you are ready, click the "Publish" button (or "Update" if the person is already published.)
9. After the submission is completed, the person status changes to "Published".

Only an Administrator and users with "publish" right can change the password set for your person or modify visibility setting by clicking the "Visibility: Edit" link again.

When person content is password protected, person title displays the text "Protected: " before the person Title and the content prints a password form with this text: "This content is password protected. To view it please enter your password below:".

If multiple people have the same password, one will only have to enter the required password once. Only one password is tracked at a time so if you visit two different people with two different password, you must re-enter the person password to access content. WordPress saves passwords for maximum 10 days. After this period expires, one must reenter the password again to view the protected content.

People can be privately published to remove them from person lists and feeds.

To create a private person in the admin area:

1. Log in to your Administration Panel.
2. Click the 'People' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the person list page.
4. Start filling in your person fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set person taxonomies and relationships. All required relationships or taxonomies must be set.
6. Click the "Edit" link next to Visibility in the publish box and select "Private".
7. Once you change the visibility to private, the person status changes to "Privately Published".
8. When you are ready, click the "UPDATE" button.

Only an Administrator and users with "publish" right for the person can change visibility setting by clicking the "Visibility: Edit" link again.

To preview person content press the "Preview" button - a button directly above the “publish” button - in the publish box before officially publishing or sending for review.

To create a draft person in the admin area:

1. Log in to your Administration Panel.
2. Click the 'People' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the person list page.
4. Start filling in your person fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set person taxonomies and relationships. All required relationships or taxonomies must be set.
6. When you are ready, click "Save Draft" button in the publish box.
7. After the submission is completed, the person status stays at "Draft".

Once the person is published the user who created the person is assigned as the person author. Person authors can view and edit the person. One can change the person author from the author box. The author box drop down is limited to the users who have person "publish" right.

You can create connections between People and People by clicking on "Create Connection" link in the "Advisor" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, you can update or publish your person. You can create as many connections as you need.

You can create connections between People and Courses by clicking on "Create Connection" link in the "Courses" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, set the values to: Teaching Role(dropdown), Office Hours Day(dropdown), Office Hour Start(dropdown), Office Hours End(dropdown), Signup(dropdown). Take a look at the glossary section for dropdown values available. Now, you can update or publish your person. You can create as many connections as you need.

You can create connections between People and Locations by clicking on "Create Connection" link in the "Office Locations" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, set the values to: Unit Number(dropdown). Take a look at the glossary section for dropdown values available. Now, you can update or publish your person. You can create at most one connection.

You can create connections between People and Publications by clicking on "Create Connection" link in the "Publication" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, you can update or publish your person. You can create as many connections as you need.

You can create connections between People and People by clicking on "Create Connection" link in the "Support Staff" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, you can update or publish your person. You can create as many connections as you need.

Campus Directory Enterprise supports creating of custom fields. Creating of custom fields provides a quick way to allow you to extend the content with key/value pairs also known as meta data. Custom fields store arbitrary extra information about people.

To create a custom fields for your people

1. Edit any person or create a new one in the admin area. You will see the Custom Fields metabox. if you do not see it, enable it from Screen options.
2. Creating a custom field requires a key and a value. The key is constant, but the value can change for each person. Click on Enter New link or select a key from the dropdown list.
3. Enter a value and click Add Custom Field button
4. Repeat the steps above for creating more fields

You can create as many custom fields as you need. If your custom field key may have multiple values, create a new field and use the same key with different values. You can use HTML code in the value box. Campus Directory concatenates each value separated with a space character. By default, WordPress shows 30 custom fields in the dropdown list.

Once you create person custom fields, they are displayed in the frontend. The custom fields are available to be for your forms too. You can enable or disable them in the form layouts from CD Settings menu > Settings page > Forms tab . By default all custom fields are disabled.

Academic Area can be set by typing the desired option in the empty text field and clicking "Add" button in "Academic Areas" box and updating/saving the person. Setting a value for Academic Area is optional. Academic Area is also not organized hierarchically meaning there's no relationship from one Academic Area value to another.

Academic Areas do not have preset values.

Affiliation can be set by typing the desired option in the empty text field and clicking "Add" button in "Affiliations" box and updating/saving the person. Setting a value for Affiliation is optional. Affiliation is also not organized hierarchically meaning there's no relationship from one Affiliation value to another.

Affiliations do not have preset values.

Appointment Type can be set by clicking on the desired option in "Appointment Types" box and updating/saving the person. Setting a value for Appointment Type is optional. Appointment Type is also not organized hierarchically meaning there's no relationship from one Appointment Type value to another.

Campus Directory comes with a preset Appointment Types defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Appointment Types.

Career can be set by typing the desired option in the empty text field and clicking "Add" button in "Careers" box and updating/saving the person. Setting a value for Career is optional. Career is also not organized hierarchically meaning there's no relationship from one Career value to another.

Campus Directory comes with a preset Careers defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Careers.

Directory Tag can be set by typing the desired option in the empty text field and clicking "Add" button in "Directory Tags" box and updating/saving the person. Setting a value for Directory Tag is optional. Directory Tag is also not organized hierarchically meaning there's no relationship from one Directory Tag value to another.

Directory Tags do not have preset values.

Honorific Prefix can be set by typing the desired option in the empty text field and clicking "Add" button in "Honorific Prefixes" box and updating/saving the person. Setting a value for Honorific Prefix is optional. Honorific Prefix is also not organized hierarchically meaning there's no relationship from one Honorific Prefix value to another.

Honorific Prefixes do not have preset values.

Honorific Suffix can be set by typing the desired option in the empty text field and clicking "Add" button in "Honorific Suffixes" box and updating/saving the person. Setting a value for Honorific Suffix is optional. Honorific Suffix is also not organized hierarchically meaning there's no relationship from one Honorific Suffix value to another.

Honorific Suffixes do not have preset values.

Research Area can be set by typing the desired option in the empty text field and clicking "Add" button in "Research Areas" box and updating/saving the person. Setting a value for Research Area is optional. Research Area is also not organized hierarchically meaning there's no relationship from one Research Area value to another.

Research Areas do not have preset values.

Title can be set by typing the desired option in the empty text field and clicking "Add" button in "Titles" box and updating/saving the person. Setting a value for Title is optional. Title is also not organized hierarchically meaning there's no relationship from one Title value to another.

Titles do not have preset values.

Displaying Person archives can be done by creating a link in the Appearance Menus Screen in the admin area.

Alternatively, if you'd like to display a specific Person, you can select the link from Person metabox and add it to your menu. If you don't see Person metabox, check the Screen Options to ensure it is set to display.

To create a custom link for Person archives:

1. Goto Appearance in the admin menu and click on Menus link
2. On the right hand side, pick the menu you’d like to include from Select a menu to edit dropdown
3. Under Links menu navigation item, type in /emd_person to the URL field
4. Type in People or another label describing the custom link URL in the Link Text field
5. Click “Add to menu” button to add the item to the menu
6. Pick “primary location” under “Menu Settings” below the menu
7. Save your menu
8. Go to the frontend and click on the link you created to access People. Person archive page content is only displayed to the authorized users who have access permissions.

In Campus Directory, People are locked during editing, preventing other users from accessing and modifying the Person.

If a user clicks to edit one of the Person records that's currently locked they are presented with three options in a pop-up dialog:

1. Go Back - Return to the People listing.
2. Preview - Preview the current state of the Person that's being edited.
3. Take Over - Lock out the current editor of the People and begin editing. (The other user will receive a notification)

The user that has been locked out receives the following dialog, and is no longer able to edit the Person. It can take up to 15 seconds for the current Person editor to be notified that another user has taken over.

To create publication records in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Publications' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the publication list page.
4. Start filling in your publication fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set publication taxonomies and relationships. All required relationships or taxonomies must be set.
6. When you are ready, click Publish. If you do not have publish privileges, the "Submit for Review" button is displayed.
7. After the submission is completed, the publication status changes to "Published" or "Pending Review". Users must have "publish" right to publish publications. Users who do not have "publish" right can still create publications; however, these publications must be reviewed and approved by a user with publication "publish" right. Check Roles and Responsibilities section of this document to see which access groups have publication "publish" right.

Publication Downloadable file can be linked to Publications using the admin backend when creating a new publication. You can upload unlimited number of Downloadable.

After the publication is created. Only the users who has "publish" right can upload Downloadable using the publication edit screen.

Publications can be modified by clicking on the "Edit" link under the publication title in the publication list page in the admin area. Make any necessary changes and then click Publish.

In Campus Directory, users are only allowed to search publications they have access to. Users who have access to publications can search using the filter system in the publication admin areaor search forms in the frontend You can use drag-and-drop admin interface for sorting, creating/saving complex filters, and ordering columns in the entity list pages.

Administrators and users who have access to advanced Publication search page on the frontend can also utilize "Search operators" to drill down the result set without any limitations on access.

To schedule Publications for publication on a future time or date in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Publications' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the publication list page.
4. Start filling in your publication fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set publication taxonomies and relationships. All required relationships or taxonomies must be set.
6. When you are ready, click "Edit" in the Publish area next to the words "Publish immediately". You can also change the publish date to a date in the past to back-date Publications. Change the settings to the desired time and date. You must also hit the "Publish" button when you have completed the publication to publish at the desired time and date.
7. After the submission is completed, the publication status changes to "Published".

To create a password protected publication in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Publications' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the publication list page.
4. Start filling in your publication fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set publication taxonomies and relationships. All required relationships or taxonomies must be set.
6. Click the "Edit" link next to Visibility in the publish box and select "Password protected".
7. Enter a password that will be required to view that publication in the text field. The password is limited to 20 characters.
8. When you are ready, click the "Publish" button (or "Update" if the publication is already published.)
9. After the submission is completed, the publication status changes to "Published".

Only an Administrator and users with "publish" right can change the password set for your publication or modify visibility setting by clicking the "Visibility: Edit" link again.

When publication content is password protected, publication title displays the text "Protected: " before the publication Title and the content prints a password form with this text: "This content is password protected. To view it please enter your password below:".

If multiple publications have the same password, one will only have to enter the required password once. Only one password is tracked at a time so if you visit two different publications with two different password, you must re-enter the publication password to access content. WordPress saves passwords for maximum 10 days. After this period expires, one must reenter the password again to view the protected content.

Publications can be privately published to remove them from publication lists and feeds.

To create a private publication in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Publications' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the publication list page.
4. Start filling in your publication fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set publication taxonomies and relationships. All required relationships or taxonomies must be set.
6. Click the "Edit" link next to Visibility in the publish box and select "Private".
7. Once you change the visibility to private, the publication status changes to "Privately Published".
8. When you are ready, click the "UPDATE" button.

Only an Administrator and users with "publish" right for the publication can change visibility setting by clicking the "Visibility: Edit" link again.

To preview publication content press the "Preview" button - a button directly above the “publish” button - in the publish box before officially publishing or sending for review.

To create a draft publication in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Publications' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the publication list page.
4. Start filling in your publication fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set publication taxonomies and relationships. All required relationships or taxonomies must be set.
6. When you are ready, click "Save Draft" button in the publish box.
7. After the submission is completed, the publication status stays at "Draft".

Once the publication is published the user who created the publication is assigned as the publication author. Publication authors can view and edit the publication. One can change the publication author from the author box. The author box drop down is limited to the users who have publication "publish" right.

You can create connections between People and Publications by clicking on "Create Connection" link in the "Author" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, you can update or publish your publication. You can create as many connections as you need.

Campus Directory Enterprise supports creating of custom fields. Creating of custom fields provides a quick way to allow you to extend the content with key/value pairs also known as meta data. Custom fields store arbitrary extra information about publications.

To create a custom fields for your publications

1. Edit any publication or create a new one in the admin area. You will see the Custom Fields metabox. if you do not see it, enable it from Screen options.
2. Creating a custom field requires a key and a value. The key is constant, but the value can change for each publication. Click on Enter New link or select a key from the dropdown list.
3. Enter a value and click Add Custom Field button
4. Repeat the steps above for creating more fields

You can create as many custom fields as you need. If your custom field key may have multiple values, create a new field and use the same key with different values. You can use HTML code in the value box. Campus Directory concatenates each value separated with a space character. By default, WordPress shows 30 custom fields in the dropdown list.

Once you create publication custom fields, they are displayed in the frontend. The custom fields are available to be for your forms too. You can enable or disable them in the form layouts from CD Settings menu > Settings page > Forms tab . By default all custom fields are disabled.

Directory Tag can be set by typing the desired option in the empty text field and clicking "Add" button in "Directory Tags" box and updating/saving the publication. Setting a value for Directory Tag is optional. Directory Tag is also not organized hierarchically meaning there's no relationship from one Directory Tag value to another.

Directory Tags do not have preset values.

Publication Type can be set by clicking on the desired option in "Publication Types" box and updating/saving the publication. Setting a value for Publication Type is optional. Publication Type is also not organized hierarchically meaning there's no relationship from one Publication Type value to another.

Campus Directory comes with a preset Publication Types defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Publication Types.

Publication Venue can be set by clicking on the desired option in "Publication Venues" box and updating/saving the publication. Setting a value for Publication Venue is optional. Publication Venue is also not organized hierarchically meaning there's no relationship from one Publication Venue value to another.

Publication Venues do not have preset values.

Publication Year can be set by clicking on the desired option in "Publication Years" box and updating/saving the publication. Setting a value for Publication Year is optional. Publication Year is also not organized hierarchically meaning there's no relationship from one Publication Year value to another.

Publication Years do not have preset values.

Displaying Publication archives can be done by creating a link in the Appearance Menus Screen in the admin area.

Alternatively, if you'd like to display a specific Publication, you can select the link from Publication metabox and add it to your menu. If you don't see Publication metabox, check the Screen Options to ensure it is set to display.

To create a custom link for Publication archives:

1. Goto Appearance in the admin menu and click on Menus link
2. On the right hand side, pick the menu you’d like to include from Select a menu to edit dropdown
3. Under Links menu navigation item, type in /publication to the URL field
4. Type in Publications or another label describing the custom link URL in the Link Text field
5. Click “Add to menu” button to add the item to the menu
6. Pick “primary location” under “Menu Settings” below the menu
7. Save your menu
8. Go to the frontend and click on the link you created to access Publications. Publication archive page content is only displayed to the authorized users who have access permissions.

In Campus Directory, Publications are locked during editing, preventing other users from accessing and modifying the Publication.

If a user clicks to edit one of the Publication records that's currently locked they are presented with three options in a pop-up dialog:

1. Go Back - Return to the Publications listing.
2. Preview - Preview the current state of the Publication that's being edited.
3. Take Over - Lock out the current editor of the Publications and begin editing. (The other user will receive a notification)

The user that has been locked out receives the following dialog, and is no longer able to edit the Publication. It can take up to 15 seconds for the current Publication editor to be notified that another user has taken over.

To create course records in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Courses' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the course list page.
4. Start filling in your course fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set course taxonomies and relationships. All required relationships or taxonomies must be set.
6. When you are ready, click Publish. If you do not have publish privileges, the "Submit for Review" button is displayed.
7. After the submission is completed, the course status changes to "Published" or "Pending Review". Users must have "publish" right to publish courses. Users who do not have "publish" right can still create courses; however, these courses must be reviewed and approved by a user with course "publish" right. Check Roles and Responsibilities section of this document to see which access groups have course "publish" right.

Courses can be modified by clicking on the "Edit" link under the course title in the course list page in the admin area. Make any necessary changes and then click Publish.

In Campus Directory, users are only allowed to search courses they have access to. Users who have access to courses can search using the filter system in the course admin areaor search forms in the frontend You can use drag-and-drop admin interface for sorting, creating/saving complex filters, and ordering columns in the entity list pages.

Administrators and users who have access to advanced Course search page on the frontend can also utilize "Search operators" to drill down the result set without any limitations on access.

To schedule Courses for publication on a future time or date in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Courses' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the course list page.
4. Start filling in your course fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set course taxonomies and relationships. All required relationships or taxonomies must be set.
6. When you are ready, click "Edit" in the Publish area next to the words "Publish immediately". You can also change the publish date to a date in the past to back-date Courses. Change the settings to the desired time and date. You must also hit the "Publish" button when you have completed the course to publish at the desired time and date.
7. After the submission is completed, the course status changes to "Published".

To create a password protected course in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Courses' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the course list page.
4. Start filling in your course fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set course taxonomies and relationships. All required relationships or taxonomies must be set.
6. Click the "Edit" link next to Visibility in the publish box and select "Password protected".
7. Enter a password that will be required to view that course in the text field. The password is limited to 20 characters.
8. When you are ready, click the "Publish" button (or "Update" if the course is already published.)
9. After the submission is completed, the course status changes to "Published".

Only an Administrator and users with "publish" right can change the password set for your course or modify visibility setting by clicking the "Visibility: Edit" link again.

When course content is password protected, course title displays the text "Protected: " before the course Title and the content prints a password form with this text: "This content is password protected. To view it please enter your password below:".

If multiple courses have the same password, one will only have to enter the required password once. Only one password is tracked at a time so if you visit two different courses with two different password, you must re-enter the course password to access content. WordPress saves passwords for maximum 10 days. After this period expires, one must reenter the password again to view the protected content.

Courses can be privately published to remove them from course lists and feeds.

To create a private course in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Courses' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the course list page.
4. Start filling in your course fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set course taxonomies and relationships. All required relationships or taxonomies must be set.
6. Click the "Edit" link next to Visibility in the publish box and select "Private".
7. Once you change the visibility to private, the course status changes to "Privately Published".
8. When you are ready, click the "UPDATE" button.

Only an Administrator and users with "publish" right for the course can change visibility setting by clicking the "Visibility: Edit" link again.

To preview course content press the "Preview" button - a button directly above the “publish” button - in the publish box before officially publishing or sending for review.

To create a draft course in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Courses' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the course list page.
4. Start filling in your course fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set course taxonomies and relationships. All required relationships or taxonomies must be set.
6. When you are ready, click "Save Draft" button in the publish box.
7. After the submission is completed, the course status stays at "Draft".

Once the course is published the user who created the course is assigned as the course author. Course authors can view and edit the course. One can change the course author from the author box. The author box drop down is limited to the users who have course "publish" right.

You can create connections between Courses and Locations by clicking on "Create Connection" link in the "Course Locations" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, set the values to: Course Days(dropdown), Start Time(dropdown), End Time(dropdown), Unit Number(dropdown). Take a look at the glossary section for dropdown values available. Now, you can update or publish your course. You can create as many connections as you need.

You can create connections between People and Courses by clicking on "Create Connection" link in the "Instructors" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, set the values to: Teaching Role(dropdown), Office Hours Day(dropdown), Office Hour Start(dropdown), Office Hours End(dropdown), Signup(dropdown). Take a look at the glossary section for dropdown values available. Now, you can update or publish your course. You can create as many connections as you need.

You can create connections between Courses and Courses by clicking on "Create Connection" link in the "Related Courses" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, you can update or publish your course. You can create as many connections as you need.

You can create connections between Courses and Courses by clicking on "Create Connection" link in the "Requisites" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, set the values to: Type(dropdown), Elective(dropdown). Take a look at the glossary section for dropdown values available. Now, you can update or publish your course. You can create as many connections as you need.

Campus Directory Enterprise supports creating of custom fields. Creating of custom fields provides a quick way to allow you to extend the content with key/value pairs also known as meta data. Custom fields store arbitrary extra information about courses.

To create a custom fields for your courses

1. Edit any course or create a new one in the admin area. You will see the Custom Fields metabox. if you do not see it, enable it from Screen options.
2. Creating a custom field requires a key and a value. The key is constant, but the value can change for each course. Click on Enter New link or select a key from the dropdown list.
3. Enter a value and click Add Custom Field button
4. Repeat the steps above for creating more fields

You can create as many custom fields as you need. If your custom field key may have multiple values, create a new field and use the same key with different values. You can use HTML code in the value box. Campus Directory concatenates each value separated with a space character. By default, WordPress shows 30 custom fields in the dropdown list.

Once you create course custom fields, they are displayed in the frontend. The custom fields are available to be for your forms too. You can enable or disable them in the form layouts from CD Settings menu > Settings page > Forms tab . By default all custom fields are disabled.

Career can be set by typing the desired option in the empty text field and clicking "Add" button in "Careers" box and updating/saving the course. Setting a value for Career is optional. Career is also not organized hierarchically meaning there's no relationship from one Career value to another.

Campus Directory comes with a preset Careers defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Careers.

Course Day can be set by typing the desired option in the empty text field and clicking "Add" button in "Course Days" box and updating/saving the course. Setting a value for Course Day is optional. Course Day is also not organized hierarchically meaning there's no relationship from one Course Day value to another.

Campus Directory comes with a preset Course Days defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Course Days.

Course Term can be set by typing the desired option in the empty text field and clicking "Add" button in "Course Terms" box and updating/saving the course. Setting a value for Course Term is optional. Course Term is also not organized hierarchically meaning there's no relationship from one Course Term value to another.

Campus Directory comes with a preset Course Terms defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Course Terms.

Course Time can be set by typing the desired option in the empty text field and clicking "Add" button in "Course Times" box and updating/saving the course. Setting a value for Course Time is optional. Course Time is also not organized hierarchically meaning there's no relationship from one Course Time value to another.

Campus Directory comes with a preset Course Times defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Course Times.

Course Unit can be set by typing the desired option in the empty text field and clicking "Add" button in "Course Units" box and updating/saving the course. Setting a value for Course Unit is optional. Course Unit is also not organized hierarchically meaning there's no relationship from one Course Unit value to another.

Campus Directory comes with a preset Course Units defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Course Units.

Directory Tag can be set by typing the desired option in the empty text field and clicking "Add" button in "Directory Tags" box and updating/saving the course. Setting a value for Directory Tag is optional. Directory Tag is also not organized hierarchically meaning there's no relationship from one Directory Tag value to another.

Directory Tags do not have preset values.

Displaying Course archives can be done by creating a link in the Appearance Menus Screen in the admin area.

Alternatively, if you'd like to display a specific Course, you can select the link from Course metabox and add it to your menu. If you don't see Course metabox, check the Screen Options to ensure it is set to display.

To create a custom link for Course archives:

1. Goto Appearance in the admin menu and click on Menus link
2. On the right hand side, pick the menu you’d like to include from Select a menu to edit dropdown
3. Under Links menu navigation item, type in /course to the URL field
4. Type in Courses or another label describing the custom link URL in the Link Text field
5. Click “Add to menu” button to add the item to the menu
6. Pick “primary location” under “Menu Settings” below the menu
7. Save your menu
8. Go to the frontend and click on the link you created to access Courses. Course archive page content is only displayed to the authorized users who have access permissions.

In Campus Directory, Courses are locked during editing, preventing other users from accessing and modifying the Course.

If a user clicks to edit one of the Course records that's currently locked they are presented with three options in a pop-up dialog:

1. Go Back - Return to the Courses listing.
2. Preview - Preview the current state of the Course that's being edited.
3. Take Over - Lock out the current editor of the Courses and begin editing. (The other user will receive a notification)

The user that has been locked out receives the following dialog, and is no longer able to edit the Course. It can take up to 15 seconds for the current Course editor to be notified that another user has taken over.

To create location records in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Locations' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the location list page.
4. Start filling in your location fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set location taxonomies and relationships. All required relationships or taxonomies must be set.
6. When you are ready, click Publish. If you do not have publish privileges, the "Submit for Review" button is displayed.
7. After the submission is completed, the location status changes to "Published" or "Pending Review". Users must have "publish" right to publish locations. Users who do not have "publish" right can still create locations; however, these locations must be reviewed and approved by a user with location "publish" right. Check Roles and Responsibilities section of this document to see which access groups have location "publish" right.

Locations can be modified by clicking on the "Edit" link under the location title in the location list page in the admin area. Make any necessary changes and then click Publish.

In Campus Directory, users are only allowed to search locations they have access to. Users who have access to locations can search using the filter system in the location admin areaor search forms in the frontend You can use drag-and-drop admin interface for sorting, creating/saving complex filters, and ordering columns in the entity list pages.

Administrators and users who have access to advanced Location search page on the frontend can also utilize "Search operators" to drill down the result set without any limitations on access.

To schedule Locations for publication on a future time or date in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Locations' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the location list page.
4. Start filling in your location fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set location taxonomies and relationships. All required relationships or taxonomies must be set.
6. When you are ready, click "Edit" in the Publish area next to the words "Publish immediately". You can also change the publish date to a date in the past to back-date Locations. Change the settings to the desired time and date. You must also hit the "Publish" button when you have completed the location to publish at the desired time and date.
7. After the submission is completed, the location status changes to "Published".

To create a password protected location in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Locations' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the location list page.
4. Start filling in your location fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set location taxonomies and relationships. All required relationships or taxonomies must be set.
6. Click the "Edit" link next to Visibility in the publish box and select "Password protected".
7. Enter a password that will be required to view that location in the text field. The password is limited to 20 characters.
8. When you are ready, click the "Publish" button (or "Update" if the location is already published.)
9. After the submission is completed, the location status changes to "Published".

Only an Administrator and users with "publish" right can change the password set for your location or modify visibility setting by clicking the "Visibility: Edit" link again.

When location content is password protected, location title displays the text "Protected: " before the location Title and the content prints a password form with this text: "This content is password protected. To view it please enter your password below:".

If multiple locations have the same password, one will only have to enter the required password once. Only one password is tracked at a time so if you visit two different locations with two different password, you must re-enter the location password to access content. WordPress saves passwords for maximum 10 days. After this period expires, one must reenter the password again to view the protected content.

Locations can be privately published to remove them from location lists and feeds.

To create a private location in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Locations' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the location list page.
4. Start filling in your location fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set location taxonomies and relationships. All required relationships or taxonomies must be set.
6. Click the "Edit" link next to Visibility in the publish box and select "Private".
7. Once you change the visibility to private, the location status changes to "Privately Published".
8. When you are ready, click the "UPDATE" button.

Only an Administrator and users with "publish" right for the location can change visibility setting by clicking the "Visibility: Edit" link again.

To preview location content press the "Preview" button - a button directly above the “publish” button - in the publish box before officially publishing or sending for review.

To create a draft location in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Locations' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the location list page.
4. Start filling in your location fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set location taxonomies and relationships. All required relationships or taxonomies must be set.
6. When you are ready, click "Save Draft" button in the publish box.
7. After the submission is completed, the location status stays at "Draft".

Once the location is published the user who created the location is assigned as the location author. Location authors can view and edit the location. One can change the location author from the author box. The author box drop down is limited to the users who have location "publish" right.

You can create connections between Courses and Locations by clicking on "Create Connection" link in the "Courses" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, set the values to: Course Days(dropdown), Start Time(dropdown), End Time(dropdown), Unit Number(dropdown). Take a look at the glossary section for dropdown values available. Now, you can update or publish your location. You can create as many connections as you need.

You can create connections between People and Locations by clicking on "Create Connection" link in the "Residents" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, set the values to: Unit Number(dropdown). Take a look at the glossary section for dropdown values available. Now, you can update or publish your location. You can create at most one connection.

Campus Directory Enterprise supports creating of custom fields. Creating of custom fields provides a quick way to allow you to extend the content with key/value pairs also known as meta data. Custom fields store arbitrary extra information about locations.

To create a custom fields for your locations

1. Edit any location or create a new one in the admin area. You will see the Custom Fields metabox. if you do not see it, enable it from Screen options.
2. Creating a custom field requires a key and a value. The key is constant, but the value can change for each location. Click on Enter New link or select a key from the dropdown list.
3. Enter a value and click Add Custom Field button
4. Repeat the steps above for creating more fields

You can create as many custom fields as you need. If your custom field key may have multiple values, create a new field and use the same key with different values. You can use HTML code in the value box. Campus Directory concatenates each value separated with a space character. By default, WordPress shows 30 custom fields in the dropdown list.

Once you create location custom fields, they are displayed in the frontend. The custom fields are available to be for your forms too. You can enable or disable them in the form layouts from CD Settings menu > Settings page > Forms tab . By default all custom fields are disabled.

Directory Tag can be set by typing the desired option in the empty text field and clicking "Add" button in "Directory Tags" box and updating/saving the location. Setting a value for Directory Tag is optional. Directory Tag is also not organized hierarchically meaning there's no relationship from one Directory Tag value to another.

Directory Tags do not have preset values.

Displaying Location archives can be done by creating a link in the Appearance Menus Screen in the admin area.

Alternatively, if you'd like to display a specific Location, you can select the link from Location metabox and add it to your menu. If you don't see Location metabox, check the Screen Options to ensure it is set to display.

To create a custom link for Location archives:

1. Goto Appearance in the admin menu and click on Menus link
2. On the right hand side, pick the menu you’d like to include from Select a menu to edit dropdown
3. Under Links menu navigation item, type in /location to the URL field
4. Type in Locations or another label describing the custom link URL in the Link Text field
5. Click “Add to menu” button to add the item to the menu
6. Pick “primary location” under “Menu Settings” below the menu
7. Save your menu
8. Go to the frontend and click on the link you created to access Locations. Location archive page content is only displayed to the authorized users who have access permissions.

In Campus Directory, Locations are locked during editing, preventing other users from accessing and modifying the Location.

If a user clicks to edit one of the Location records that's currently locked they are presented with three options in a pop-up dialog:

1. Go Back - Return to the Locations listing.
2. Preview - Preview the current state of the Location that's being edited.
3. Take Over - Lock out the current editor of the Locations and begin editing. (The other user will receive a notification)

The user that has been locked out receives the following dialog, and is no longer able to edit the Location. It can take up to 15 seconds for the current Location editor to be notified that another user has taken over.

New Courses is an entity sidebar widget. It shows latest 4 published course records without any page navigation links.

Recent Publications is an entity sidebar widget. It shows latest 5 published publication records without any page navigation links.

This Month\'s Hires is an entity sidebar widget. It shows latest 4 published person records without any page navigation links.

"Alphabetical People List" is a standard view which displays -1 Person records per page with a post status of publish in descending order by menu_order. Page navigation is disabled. If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Alphabetical People List". You can visit this page to access the view. To display it in another page or post, use [alpha_people] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button.

"Course Grid" is a standard view which displays -1 Course records per page with a post status of publish in descending order by date. Page navigation is enabled. If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Course Grid". You can visit this page to access the view. To display it in another page or post, use [course_grid] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button.

"Course List" is a standard view which displays 10 Course records per page with a post status of publish in descending order by date. Page navigation is enabled. If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Course List". You can visit this page to access the view. To display it in another page or post, use [standard_courses] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button.

"Location Grid" is a standard view which displays -1 Location records per page with a post status of publish in descending order by date. Page navigation is enabled. If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Location Grid". You can visit this page to access the view. To display it in another page or post, use [locations_grid] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button.

"People Detail Grid" is a standard view which displays -1 Person records per page with a post status of publish in descending order by date. Page navigation is enabled. If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "People Detail Grid". You can visit this page to access the view. To display it in another page or post, use [people_detail_grid] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button.

"People Grid" is a standard view which displays -1 Person records per page with a post status of publish in descending order by date. Page navigation is enabled. If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "People Grid". You can visit this page to access the view. To display it in another page or post, use [people_grid] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button.

"People List" is a standard view which displays 10 Person records per page with a post status of publish in descending order by date. Page navigation is enabled. If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "People List". You can visit this page to access the view. To display it in another page or post, use [standard_people] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button.

"Publication List" is a standard view which displays 10 Publication records per page with a post status of publish in descending order by date. Page navigation is enabled. If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Publication List". You can visit this page to access the view. To display it in another page or post, use [standard_publications] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button.

"Standard Locations" is a standard view which displays 10 Location records per page with a post status of publish in descending order by date. Page navigation is enabled. If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Standard Locations". You can visit this page to access the view. To display it in another page or post, use [standard_location] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button.

"Course search" form is used for searching course records from the frontend. You can use [course_search] shortcode to display it in a page or post of your choise as well.

The following are the fields used in the form:

• Course Id (text)
• Course Title (text)
• Instructors (select-multiple selection allowed)
• Requisites (select-multiple selection allowed)
• Related Courses (select-multiple selection allowed)
• Course Locations (select-multiple selection allowed)
• Course Terms (select-multiple selection allowed)
• Course Units (select-multiple selection allowed)
• Course Times (select-multiple selection allowed)
• Course Days (select-multiple selection allowed)
• Careers (select-multiple selection allowed)

"Location search" form is used for searching location records from the frontend. You can use [location_search] shortcode to display it in a page or post of your choise as well.

The following are the fields used in the form:

• City (text)
• State (selectadv)
• Postal Code (text)
• Country (selectadv)
• Title (text)
• Residents (select-multiple selection allowed)
• Courses (select-multiple selection allowed)
• Directory Tags (select-multiple selection allowed)

"People search" form is used for searching person records from the frontend. You can use [people_search] shortcode to display it in a page or post of your choise as well.

The following are the fields used in the form:

• First Name (text)
• Last Name (text)
• Person Type (radios)
• Bio (wysiwyg)
• Email (text)
• Advisees (select-multiple selection allowed)
• Publication (select-multiple selection allowed)
• Courses (select-multiple selection allowed)
• Office Locations (select-multiple selection allowed)
• Academic Areas (select-multiple selection allowed)
• Affiliations (select-multiple selection allowed)
• Appointment Types (select-only single selection allowed)
• Titles (select-multiple selection allowed)
• Research Areas (select-multiple selection allowed)
• Careers (select-multiple selection allowed)
• Directory Tags (select-multiple selection allowed)

"Publication search" form is used for searching publication records from the frontend. You can use [publication_search] shortcode to display it in a page or post of your choise as well.

The following are the fields used in the form:

• Featured (checkbox)
• DOI (text)
• Citation (wysiwyg)
• Abstract (wysiwyg)
• Publication Title (text)
• Author (select-multiple selection allowed)
• Publication Types (select-only single selection allowed)
• Directory Tags (select-multiple selection allowed)
• Publication Years (select-only single selection allowed)
• Publication Venues (select-only single selection allowed)

To install your Campus Directory Plugin using the built-in plugin installer:

1. Download Campus Directory Plugin to your desktop.
2. Go to Plugins "Add New".
3. Under Upload, click "Browse".
4. Find the campus-directory-enterprise-VERSION.zip file.
5. Click Install Now to install the Campus Directory Plugin.
6. A popup window will ask you to confirm your wish to install the Plugin.
7. Click Proceed to continue with the installation. The resulting installation screen will list the installation as successful or note any problems during the install.
8. If successful, click Activate Plugin to activate it, or Return to Plugin Installer for further actions.

Replace VERSION in instructions with the version number of Campus Directory you want to install. After the activation, the Campus Directory plugin setup may display notification asking if you if you'd like to install setup pages or skip setup page installation, click the appropriate button.

To uninstall your Campus Directory Plugin using the built-in plugin installer:

1. Go to Plugins screen.
2. Find the Campus Directory Plugin you wish to deactivate and uninstall.
3. Click Deactivate.

WordPress auto-update system displays notification in the Admin Bar and also on the plugins page when new version of the Campus Directory is available.

To install the new version, simply hit the "Update automatically" button. WordPress will automatically download the new package, extract it and replace the old files. No FTP, removing old files, and uploading is required.

Upgrading your plugin

We offer different plugin editions to better match your needs. If you purchased a different edition of Campus Directory, follow the steps below to upgrade your plugin:

1. Go WordPress plugins page and deactivate and optionally delete the current Campus Directory Enterprise edition.
2. Install the new edition based on the instructions in WordPress Codex
3. Activate the new edition
4. Go to Plugin Settings page and save settings

Upgrading Campus Directory Enterprise edition does not have any impact on your existing data but it is always a good idea to back up your WordPress database as a rule of thumb before any changes.

Using Plugin Extensions

Campus Directory Enterprise edition is configured to work with many plugin extensions. Most plugin extensions work regardless of the edition unless specified specifically in the plugin page.

if you purchased a plugin extension, follow the instructions in WordPress Codex to install and activate your plugin extension like any other WordPress plugin.

If your extension comes with a license key, you must save and activate your license key to get software updates and support.

Maintaining your plugin

Keeping your plugin up-to-date is very important. At emdplugins.com, we regularly update our products to offer plugin or WordPress related bug fixes, product enhancements, patches for security vulnerabilities and more. Ability to receive these updates is critical to maintaining your software and site in working condition.

To be able to see the update notifications and receive updates, you must have a valid, activated license at all times. If your existing license is expired, you must renew it manually if you opted out of automatic renewals.

Please also note that you must have a valid license to get support for your plugin.

To activate your license:

1. Go to CD Settings > Licenses page
2. Enter the license key you receive in your purchase receipt
3. Click "Save Changes" button
4. Now, you will see, "Activate License" button and "INACTIVE" right next to your license key
5. Click "Activate License" button to activate your license
6. If you see "VALID" message in place of "INACTIVE", you should be able to get your plugin updates.

If you followed the steps above and still are not able to get the plugin updates, there could be additional configuration needed for your site.

Administrators can import/export from/to CSV files or reset Campus Directory entities, taxonomies and relationships by clicking on Operations button in entity list pages. You must be able to get a backup of your content and files before starting importing/exporting or resetting. Operations page is divided into Import, Export, and Reset tabs.

Importing

Import tab is used to visually import existing records into an entity, its taxonomies and relationships. Each fields to be imported must be mapped to the app design.If you have custom fields in your CSV files, these fields can be imported as well. By default, custom fields are not mapped and they do not have a mapped label. You need to specify custom field's label in the corresponding textbox to import it correctly. The imported custom fields are created for every record with the corresponding value specified in the CSV file.

In you import large files with a lot of images or files attached, your server may be temporarily unavailable and return a white screen. This is due to the extended time needed by WordPress to process and create image thumbnails. If you get a white screen, open up a browser screen and monitor the activity in Media library. If you see images getting created, wait until all activity stops. After image or file addition stops, check if all your records are imported correctly. As a sanity check, you can do the import again but this time checking the Update existing data based on unique field(s) option.

Updating and syncing with external systems

Update option checks the existing records against the CSV file and see if there is a change. If there is a change, it finds the difference and updates the record. For example, if an image is added, the new image is added. If the incoming record does not include an existing image, the existing image which is not included in the incoming record gets deleted. All deletions are permanent. If the incoming record is not there, new record is created. You can use the update option to sync your existing records with external systems.

Exporting

Export tab is used to export the content of an entity as a CSV file. If an entity has relationships, they must be exported separately from the main entity. You will see additional export buttons if this is the case. When you export records, all custom fields are exported as well.

Resetting

Reset tab is used to permanently delete the content of an entity including all the attached images and files. You can also choose to delete all entity content, relationships, or taxonomies. Make sure you have a backup of your content, attached images and/or files before any reset action.

You can take a backup of your content to CSV using export tab. However, you need to take a backup of your attached files manually. In addition, if you need to re-import after the reset using the exported CSV, you must modify the URLs of your attached images to the new or backup location to import them back correctly.

Administrators can show, hide, and resize form elements by clicking on the Settings page under CD Settings menu. In addition, form captcha element can be set to "Visitors Only","Always Show", or "Never Show".

Required fields can not be disabled however you can change the column size. The optional fields can be enabled, disabled, or modified to occupy more or less space in the form layout.

Make sure to save your changes after any modification otherwise your changes will not take effect.

Administrators can set global options available for Campus Directory. After logging in as administrator, click Settings page under CD Settings menu. Modify the ones you want to be changed and click Save button to make changes active. The following lists the available options:

Alphabetical List All text

Set the text in alphabetical list navbar for the button displaying all academic people.

Alphabetical List No Match text

Sets the text to be displayed when there is no employee to show.

Alphabetical List Initial Letter

Set the letter to used for filtering initially

Alphabetical List Search By

Set the list to be indexed with. Accepted values; Name, Academic Area, Academic Title

The default entity base slug can be changed within entity tab of settings page in CD Settings menu. After you update, make sure to refresh your site's Permalinks under Settings. You can only change base slug if post name based permalink structure is selected.

For the most part, Campus Directory templates will integrate nicely with most WordPress themes. However you may run into issues when the default Campus Directory content wrappers do not match your chosen theme or your theme's CSS rules overwrite Campus Directory CSS rules.

Theme related issues manifest themselves by;

• Breaking your layout on Campus Directory pages and shifting your sidebars into incorrect positions
• Some random text getting displayed in header or footer of your site
• Some sections in plugin pages not getting displayed as in the plugin's demo site.

Theme related issues can potentially affect all single, taxonomy, archive and shortcode pages because Campus Directory uses templates of its own to display these pages and it’s impossible for eMDPlugins to know exactly what markup or CSS rules your theme uses.

There are three methods to resolve theme related issues;

• Copying and modifying your theme's header.php and footer.php
• Copying and modifying your theme's page.php
• Adding custom CSS rules

Modifying header.php and footer.php

1. Go to your theme's folder -- wp-content/themes/YOURTHEME/
2. Copy header.php of your theme as header-emdplugins.php
3. Copy footer.php of your theme as footer-emplugins.php
4. Remove the conflicting code from header-emdplugins.php and/or footer-emplugins.php.
5. This will make Campus Directory use these newly created header and footer instead of your theme's default header and footer. Save the files. You’re done.

Copying and modifying your theme's page.php

If the issue can not be resolved through simply modifying the header and footer templates, you need to modify your theme's page.php.

To set up this template page:

1. Duplicate your theme’s page.php file, and name it campusdir-ent.php. This file should be found like this: wp-content/themes/YOURTHEME/campusdir-ent.php.
2. Open up your newly created campusdir-ent.php in a text editor, or the editor of your choice.

3. Next you need to find the loop (see The_Loop). The loop usually starts with a:

   <?php if ( have_posts() ) :

   and usually ends with:

   <?php endif; ?>

   This varies between themes. Once you have found it, delete it. In its place, put:

   <?php campusdir_ent_content(); ?>

4. This will make your theme use Campus Directory’s loop instead. Save the file. You’re done.

Adding CSS rules

You add custom CSS rules in the Custom CSS field of Tools tab under CD Settings menu, settings page to overwrite your theme's default CSS. The custom css rules added in the settings are not deleted when your plugin gets updated.

You can learn CSS language by completing the tutorials at w3schools.com

Campus Directory Enterprise comes with Visual Shortcode Builder(VSB) module which allows creating advanced custom shortcodes without manually writing code. To use Visual Shortcode Builder:

1. Create a new page
2. Click on WPAS button right next to Add Media button
3. Find and select the view or form you'd like to use a base from the drowdown list
4. Modify the shortcode by adding filters from taxonomy, attribute, relationship or misc categories
   • Don't forget to click + icon every time you add a filter
   • You can create as many filters as you need in the same shortcode
5. When you finished, click Insert Shortcode button. The shortcode will be inserted to the page
6. Update or publish the page to see the shortcode result
7. Repeat the same process for all your shortcodes

A course is a unit of teaching that typically lasts one academic term, is led by one or more instructors (teachers or professors), and has a fixed roster of students. It is usually an individual subject. A course may have multiple sessions in that case each session is a separate course.

Featured

Featured is filterable in the admin area. Featured does not have a default value.

Course Id

Unique identifier for a course. Course Id is a required field. Being a unique identifier, it uniquely distinguishes each instance of Course entity. Course Id is filterable in the admin area. Course Id does not have a default value.

Course Title

Course Title is a required field. Course Title does not have a default value.

Content

Content does not have a default value.

Status

Status is filterable in the admin area. Status has a default value of "'open-for-enrollment'".Status is displayed as a dropdown and has predefined values of: open-for-enrollment, closed-for-enrollment, waitlist.

Excerpt

Excerpt does not have a default value.

Directory Tag

Generic taxonomy which binds people, courses and publications together. Directory Tag accepts multiple values like tags. Directory Tag does not have a default value.

Instructors

Allows to display and create connections with People. One instance of Courses can associated with many instances of People, and vice versa. The relationship can be set up in the edit area of People using Courses or in the edit area of Courses using Instructors relationship boxes. After a relationship is setup by pressing the plus icon, you may fill out relationship fields to complete connection creation.

Requisites

Allows to display and create connections with Courses. One instance of Courses can associated with many instances of Courses, and vice versa. The relationship can be set up in the edit area of Courses using Requisites relationship box. After a relationship is setup by pressing the plus icon, you may fill out relationship fields to complete connection creation.

Related Courses

Allows to display and create connections with Courses. One instance of Courses can associated with many instances of Courses, and vice versa. The relationship can be set up in the edit area of Courses using Related Courses relationship box.

Course Locations

Allows to display and create connections with Locations. One instance of Courses can associated with many instances of Locations, and vice versa. The relationship can be set up in the edit area of Courses using Course Locations or in the edit area of Locations using Courses relationship boxes. After a relationship is setup by pressing the plus icon, you may fill out relationship fields to complete connection creation.

Course Days

If the course is offered at the same location with different day, start or end times, create a new connection. If not, select multiple days. Course Days is an attribute of Courses relationship and can be set after the connection created. Course Days does not have a default value.

Start Time

Start Time is an attribute of Courses relationship and can be set after the connection created. Start Time does not have a default value.

End Time

End Time is an attribute of Courses relationship and can be set after the connection created. End Time does not have a default value.

Unit Number

Unit Number is an attribute of Courses relationship and can be set after the connection created. Unit Number does not have a default value.

Type

Prerequisite: A course that a student must pass before enrolling in the more advanced course. Corequisite: A course that a student must enroll in at the same time as, or in some cases prior to, enrolling in the desired course. Type is an attribute of Requisites relationship and can be set after the connection created. Supported values are;

• Prerequisite
• Corequisite

Type does not have a default value.

Elective

Optional prerequisite or corequisite. One can choose elective requisite course in place of another elective requisite course. Elective is an attribute of Requisites relationship and can be set after the connection created. Elective does not have a default value.

Global attributes can be set in the Settings page, Global tab under CD Settings menu.

Alphabetical List All text (text)

Set the text in alphabetical list navbar for the button displaying all academic people.

Alphabetical List No Match text (text)

Sets the text to be displayed when there is no employee to show.

Alphabetical List Initial Letter (text)

Set the letter to used for filtering initially

Alphabetical List Search By (select)

Set the list to be indexed with. Accepted values; Name, Academic Area, Academic Title

A location is a place relevant to people or courses. Each location may have multiple units.

Featured

Featured is filterable in the admin area. Featured does not have a default value.

Photos

Photos does not have a default value.

Address

Address is a required field. Address does not have a default value.

City

City is a required field. City does not have a default value.

State

State does not have a default value.

Postal Code

Postal Code does not have a default value.

Country

Country is filterable in the admin area. Country does not have a default value.

Full Address

Full Address does not have a default value.

Map

Map does not have a default value.

Slider Interval

The amount of time to delay between automatically cycling an item. If false, carousel will not automatically cycle. Default:5000. It has no effect for single image slides. Slider Interval has a default value of "3000".

Sliding Effect

Adds a CSS transition and animation effect, which makes the items slide when showing a new item. It has no effect for single image slides. Sliding Effect has a default value of "1".

Show Indicators

Display or hide indicators which are the little dots at the bottom of each slide. They indicate how many slides there is in the carousel, and which slide the user are currently viewing. You might want to disable it for single image slides. Show Indicators has a default value of "1".

Show Caption

Display or hide image caption for carousel images. Caption title comes from image title attribute, and caption text comes from the image caption, both of which can be set in WordPress media library by editing the image selected. Both text are responsive. Show Caption has a default value of "1".

Show Controls

Display or hide carousel controls. You might want to disable it for single image slides. Show Controls has a default value of "1".

Title

Title is a required field. Being a unique identifier, it uniquely distinguishes each instance of Location entity. Title does not have a default value.

Details

Details does not have a default value.

Directory Tag

Generic taxonomy which binds people, courses and publications together. Directory Tag accepts multiple values like tags. Directory Tag does not have a default value.

Courses

Allows to display and create connections with Courses. One instance of Locations can associated with many instances of Courses, and vice versa. The relationship can be set up in the edit area of Courses using Course Locations or in the edit area of Locations using Courses relationship boxes. After a relationship is setup by pressing the plus icon, you may fill out relationship fields to complete connection creation.

Any person who is a faculty, graduate or undergraduate student, staff. A person may teach or attend courses or support other persons.

First Name

First Name is a required field. Being a unique identifier, it uniquely distinguishes each instance of Person entity. First Name is filterable in the admin area. First Name does not have a default value.

Last Name

Last Name is a required field. Being a unique identifier, it uniquely distinguishes each instance of Person entity. Last Name is filterable in the admin area. Last Name does not have a default value.

Person Type

Person Type is a required field. Person Type is filterable in the admin area. Person Type does not have a default value.

Photo

For best results choose a photo close to 150x150px dimensions with crop thumbnail to exact dimensions option selected in WordPress media settings Photo does not have a default value.

Hire Date

The date the faculty or staff began (or will begin) work. Hire Date is filterable in the admin area. Hire Date does not have a default value.

Bio

Bio does not have a default value.

Email

Email is filterable in the admin area. Email does not have a default value.

Phone

Phone is filterable in the admin area. Phone does not have a default value.

Website

Website does not have a default value.

Personal Website

Personal Website does not have a default value.

Google Scholar

Google Scholar does not have a default value.

Linkedin

Linkedin does not have a default value.

Twitter

Twitter does not have a default value.

Education

Education does not have a default value.

Academic Appointments

Academic Appointments does not have a default value.

Awards And Honors

Awards And Honors does not have a default value.

Curriculum Vitae

Curriculum Vitae does not have a default value.

Directory Tag

Generic taxonomy which binds people, courses and publications together. Directory Tag accepts multiple values like tags. Directory Tag does not have a default value.

Affiliation

An organization that a person is affiliated with. For example, a school/university, a club, or a team. Affiliation accepts multiple values like tags. Affiliation does not have a default value.

Academic Area

Academic area of expertise Academic Area accepts multiple values like tags. Academic Area does not have a default value.

Honorific Prefix

An honorific prefix preceding a Person's name such as Dr/Mrs/Mr. Honorific Prefix accepts multiple values like tags. Honorific Prefix does not have a default value.

Honorific Suffix

An honorific suffix preceding a Person's name such as M.D. /PhD/MSCSW. Honorific Suffix accepts multiple values like tags. Honorific Suffix does not have a default value.

Advisor

Allows to display and create connections with People. One instance of People can associated with many instances of People, and vice versa. The relationship can be set up in the edit area of People using Advisor relationship box.

Supported Faculty

Allows to display and create connections with People. One instance of People can associated with many instances of People, and vice versa. The relationship can be set up in the edit area of People using Support Staff relationship box.

Advisees

Allows to display and create connections with People. One instance of People can associated with many instances of People, and vice versa. The relationship can be set up in the edit area of People using Advisor relationship box.

Support Staff

Allows to display and create connections with People. One instance of People can associated with many instances of People, and vice versa. The relationship can be set up in the edit area of People using Support Staff relationship box.

Courses

Allows to display and create connections with Courses. One instance of People can associated with many instances of Courses, and vice versa. The relationship can be set up in the edit area of People using Courses or in the edit area of Courses using Instructors relationship boxes. After a relationship is setup by pressing the plus icon, you may fill out relationship fields to complete connection creation.

Publication

Allows to display and create connections with Publications. One instance of People can associated with many instances of Publications, and vice versa. The relationship can be set up in the edit area of People using Publication or in the edit area of Publications using Author relationship boxes.

Teaching Role

Role this person plays in teaching of this course Teaching Role is an attribute of Instructors relationship and can be set after the connection created. Supported values are;

• Instructor
• Teaching Assistant
• Other

Teaching Role does not have a default value.

Office Hours Day

Office Hours Day is an attribute of Instructors relationship and can be set after the connection created. Office Hours Day does not have a default value.

Office Hour Start

Office Hour Start is an attribute of Instructors relationship and can be set after the connection created. Office Hour Start does not have a default value.

Office Hours End

Office Hours End is an attribute of Instructors relationship and can be set after the connection created. Office Hours End does not have a default value.

Signup

Signup is an attribute of Instructors relationship and can be set after the connection created. Supported values are;

• Drop-in
• By Appointment

Signup has a default value of "Drop-in".

Unit Number

Unit Number is an attribute of Residents relationship and can be set after the connection created. Unit Number does not have a default value.

The act or process of producing a book, article, etc., and making it available to the public.

Featured

Featured is filterable in the admin area. Featured does not have a default value.

DOI

A digital object identifier (DOI) is a unique alphanumeric string assigned by a registration agency (the International DOI Foundation) to identify content and provide a persistent link to its location on the Internet. The publisher assigns a DOI when your article is published and made available electronically. Being a unique identifier, it uniquely distinguishes each instance of Publication entity. DOI is filterable in the admin area. DOI does not have a default value.

Citation

Citation does not have a default value.

Downloadable

Downloadable does not have a default value.

External Link

External Link does not have a default value.

Abstract

Abstract does not have a default value.

Publication Title

Publication Title is a required field. Being a unique identifier, it uniquely distinguishes each instance of Publication entity. Publication Title does not have a default value.

Directory Tag

Generic taxonomy which binds people, courses and publications together. Directory Tag accepts multiple values like tags. Directory Tag does not have a default value.

Author

Allows to display and create connections with People. One instance of Publications can associated with many instances of People, and vice versa. The relationship can be set up in the edit area of People using Publication or in the edit area of Publications using Author relationship boxes.