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Installation Branding - Customize/configurable navbar logo + links, landing pg etc. #2003

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bencomp opened this issue Apr 14, 2015 · 15 comments
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Feature: Dataverse General Info Edit dataverse > "General Information" > Name, Alias, Email, Metadata Fields, et al... Type: Suggestion an idea UX & UI: Design This issue needs input on the design of the UI and from the product owner

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@bencomp
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bencomp commented Apr 14, 2015

At DANS we would like to upgrade our service DataverseNL (formerly known as Dutch Dataverse Network) to use Dataverse 4. We fiddled with a few settings, but they did not result in promising layout changes.

Our options seem to be:

  • customise the root dataverse: name and description, affiliation, featured dataverses etc. The result could be that the root dataverse is named "DataverseNL Dataverse", as the " Dataverse" suffix for names of dataverses is fixed.
  • customise the application: HTML (templates or snippets) and CSS, perhaps the Bundle.properties. It appears that the value for the localisable string Dataverse in Bundle.properties is used for both the application name in the top menu bar as well as most references to the word "Dataverse". For example, when we changed the Bundle.properties, the top menu bar shows "DataverseNL" (which is good), but the root dataverse became the "Root DataverseNL" (which is bad).

screen shot 2015-04-14 at 14 39 45

We would like customising the application to be more a matter of configuration than programming. Allowing to change the "service" name (i.e. the application name) independently of the Dataverse concept seems a minimal requirement. This and other possible customisation configuration options should be documented.

(This appears unrelated to another issue called "Customization", #1768)

@pdurbin pdurbin added this to the In Review - 4.0.x milestone Apr 14, 2015
@pdurbin pdurbin added UX & UI: Design This issue needs input on the design of the UI and from the product owner Type: Suggestion an idea Status: Design labels Apr 14, 2015
@pdurbin
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pdurbin commented Apr 14, 2015

@mheppler @eaquigley @scolapasta @mcrosas what do you think of this?

"Dataverse" is currently appended in various places, making it difficult for @bencomp to brand his installation the way he'd like.

@scolapasta scolapasta modified the milestones: 4.0.1, In Review - 4.0.x Apr 14, 2015
@scolapasta scolapasta assigned scolapasta and unassigned mheppler Apr 14, 2015
@mercecrosas
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@bencomp this makes sense. So, to clarify, we would have a configurable label for the "Dataverse" displayed at the top menu bar which can be customized for each installation to distinguish "Harvard Dataverse" from "DataverseNL" or from any other name from another installation. And we would leave the "Dataverse" term used through the application (which applies to the Dataverse object, not the installation instance) as defined in the resource.properties ("Dataverse" ). Yes, if that's the case, I think this straightforward and will cause less confusion.

Adding to In Review short term milestone, to first review with UI team @eaquigley @mheppler

@mercecrosas mercecrosas modified the milestones: In Review - Short Term, 4.0.1 Apr 18, 2015
@bencomp
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bencomp commented Apr 28, 2015

@mcrosas yes, I don't want to change the name of the Dataverse concept of a container for data containers and sets, I would like to be allowed to change the application (instance) name.

@mercecrosas
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This makes sense and seems pretty straightforward. I'm adding it to 4.0.1.

@mercecrosas mercecrosas modified the milestones: 4.0.1, In Review - Short Term Apr 28, 2015
@mercecrosas mercecrosas assigned eaquigley and unassigned mercecrosas Apr 28, 2015
@scolapasta scolapasta modified the milestones: Candidates for 4.0.1, Design May 8, 2015
@eaquigley eaquigley modified the milestones: In Design, In Review May 8, 2015
@pdurbin
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pdurbin commented Sep 23, 2016

Right now "About" in the nav bar is hard coded to http://dataverse.org but there's a discussion about making this configurable at https://groups.google.com/d/msg/dataverse-community/2WlHl8gD2q4/NSHELerTCAAJ

In addition, I think small changes to the footer should be considered, such as #3379.

@mheppler
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Also make sure that as part of any customization changes to the Harvard Dataverse, we apply the same layout changes to the static maintenance pg (#2588).

@mheppler
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mheppler commented Oct 7, 2016

From #3401 @donsizemore -- would like to be able to set UNC's logo (in header navbar) à la Scholars' Portal

@mheppler mheppler changed the title Customising the Dataverse application is undocumented / hard Installation Branding - Customize/configurable navbar logo + links, landing pg etc. Oct 7, 2016
@djbrooke djbrooke removed this from the 4.6 - File Replace milestone Oct 17, 2016
@djbrooke djbrooke added this to the 4.7 - Dashboard milestone Oct 18, 2016
@donsizemore
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per request of @pdurbin: I'd personally want the various "About," "Powered by" and "Hosted by" homepage links pulled together into an "About" drop-down in the nav-bar. whether that's a move or a duplication could be up to you all, but if I personally want to know something about a web site/service, that's where I'd look first. So, "About" could contain entries for the software itself, the dataverse instance, and the hosting/curating organization.

@pdurbin
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pdurbin commented Nov 7, 2016

I'm glad I asked (at http://irclog.iq.harvard.edu/dataverse/2016-11-07#i_44685 ) because the answer was different than what I expected! 😄

pdurbin added a commit that referenced this issue Nov 21, 2016
tdilauro added a commit to tdilauro/dataverse that referenced this issue Feb 10, 2017
Depends on the following settings (via admin settings API at /api/admin/settings/):

  ":instanceBrandingHeader": "true"
  ":instanceBrandingFooter": "false"
  ":instanceNameFull": "My institution Dataverse Instance Name"
  ":instanceNameShort": "MI Dataverse"
  ":instanceNameFullClasses": "hidden-xs"
  ":instanceNameShortClasses": "hidden-sm hidden-md hidden-lg hidden-xl"
  ":instanceTextFull": "My institution full and slightly long name"
  ":instanceTextShort": "Inst Name"
  ":instanceTextFullClasses": "hidden-xs hidden-sm"
  ":instanceTextShortClasses": "hidden-md hidden-lg hidden-xl"
  ":instanceTextLink": "http://my.inst.edu/"
  ":instanceLogoFile": "http://dataverse.org/files/dataverseorg/files/dv-rings-tranparent.png"
  ":instanceLogoLink": "http://dataverse.example.org/"
tdilauro added a commit to tdilauro/dataverse that referenced this issue Feb 10, 2017
Depends on the following settings (via admin settings API at /api/admin/settings/):

  ":instanceBrandingHeader": "true"
  ":instanceBrandingFooter": "false"
  ":instanceNameFull": "My institution Dataverse Instance Name"
  ":instanceNameShort": "MI Dataverse"
  ":instanceNameFullClasses": "hidden-xs"
  ":instanceNameShortClasses": "hidden-sm hidden-md hidden-lg hidden-xl"
  ":instanceTextFull": "My institution full and slightly long name"
  ":instanceTextShort": "Inst Name"
  ":instanceTextFullClasses": "hidden-xs hidden-sm"
  ":instanceTextShortClasses": "hidden-md hidden-lg hidden-xl"
  ":instanceTextLink": "http://my.inst.edu/"
  ":instanceLogoFile": "http://dataverse.org/files/dataverseorg/files/dv-rings-tranparent.png"
  ":instanceLogoLink": "http://dataverse.example.org/"
@tdilauro
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tdilauro commented Feb 10, 2017

I took a stab at cleaning up the clunky way I managed the parameters for the JHU Data Archive branding customizations. These are much more amenable to adoption by other DV4 instances.

There are two new branches for this on my Dataverse fork:

Some notes in the commit message.

@mheppler
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This issue has been broken down into three new issues, so that it can be easily tracked through development.

Thank you for your input @bencomp @lmaylein @donsizemore @tdilauro! Please check those new issues to make sure that we covering your requested features.

@tdilauro I will be following up with you regarding your branched code.

@tdilauro
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tdilauro commented Feb 28, 2017

The approach I mentioned in a previous comment on this issue is probably applicable to all three of the newly spawned customization issues(#3637, #3638, #3639). Representative changes are in this branch of my fork of dataverse.

In addition, I just committed changes to a rough ansible role to accommodate changes in the above-mentioned branch.

These changes are deployed in our production instance.

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Feature: Dataverse General Info Edit dataverse > "General Information" > Name, Alias, Email, Metadata Fields, et al... Type: Suggestion an idea UX & UI: Design This issue needs input on the design of the UI and from the product owner
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