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Transforming UB’s digital communications through process and tools

Faculty Profiles

Build a directory to promote your faculty that has a standardized look and feel, but flexes to support different department needs.

On this page:

Overview

This procedure supports creating standardized personnel directories. Profiles have a standardized look and feel but use the Tabs component so they are extremely flexible to support different department needs. They are built in shared content and tagged to allow automated creation of fine-grained collections within departments and across schools. The profiles are intended for faculty, but could be extended as needed to administrative staff and key employees.

Each profile is actually built from two pages, one in the shared content of the faculty member's primary department to hold all the content, while the second is a 'master page' in the UBCMS Authoritative Content area to hold the tags.

Master Class Resources:

8/10/17
Presenters: Jane Stoyle Welch (School of Engineering), Nick Peterson, Jackie Hausler (School of Public Health and Health Professions)

Build Your Department Profiles

In your department's shared content area, you will build a curated series of pages about the faculty whose primary affiliation is with your department. Build each page using the Profile Template. We recommend naming the parent folder 'Profiles' or 'Faculty Profiles;' e.g. /content/shared/sphhp/rehabilitation-science/profiles/faculty/bull-victor.html  .

Schools and divisions can decide if they wish to manage one master folder, or split them among their departments. If you need pages for any faculty whose primary affiliation is NOT in your department, let us know.

Each entry will contain a general profile, contact information, affiliations and credentials, plus additional details about research, teaching, and other activities. Additional content can be built out on each page using standard components, but we recommend you instead develop a standardized set of child pages under each profile page that is displayed using the Tabs component. We suggest you develop a consistent plan that best suits your department's needs.

Create a page using the Profile Template.

Create a page using the Profile Template.

Create a Department Profile page for each faculty member whose primary appointment is in your unit.

Title - Please follow this standard naming convention: last name and then first name (e.g. "Bull, Victor").

Name - Please follow this standard naming convention: lastname dash firstname dash initial (optional).
e.g. /content/shared/sphhp/rehabilitation-science/profiles/faculty/bull-victor.html
e.g. /content/shared/sphhp/rehabilitation-science/profiles/faculty/bull-victoria-s.html

For each Department Profile page, there are three default editable areas, a Profile, a Teaser, and an additional content area (e.g. for a Tabs component).

A) Profile Area

This area has five tabs: Personal, Professional, Additional Resources, Image and Image Properties.

Settings:

Personal Tab

  • List Name
    • Used as descriptive title for Lists and for alphabetical sorting.
    • List their prefered full name, as used for scholarship, in reversed normal order.
    • Must follow this standard: "Bull, Victor" or "Bull, Victor E."
  • Display Name
    • Displays as main heading at top of their profile page.
    • List their prefered full name, as used for scholarship, in normal order.
    • Must follow this standard: "Victor Bull" or "Victor E. Bull".
  • Post-nominal
    • Displayed immediately after or below their name.
    • List all academic degrees.
    • Watch capitalization and do not punctuate; e.g. BS, EdM, MBA, PhD. (See UB and AP style.)
  • Terminal Degree
    • Only displayed in the List view.
    • List only the highest degree earned.
  • Disable Profile Link
    • Use if have only provided basic details for the teaser (name, title, contact details).
  • Address
    • This first field is usually a room number and campus building.
    • If it matches an existing building, it will automatically link to the campus interactive map; e.g. Ketter Hall.
  • Address 2
    • Provide any secondary address details as needed, perhaps an office name.
  • City
  • State
    • Choose from dropdown list.
  • Zip
  • Phone
    • Use international standard, area code in parentheses, followed by the seven-digit number; e.g. (716) 123-4567.
  • Fax
    • Use international standard, area code in parentheses, followed by the seven-digit number; e.g. (716) 123-4567.
  • Email
    • List one address only. It will be a clickable link.
Profile Page opened for editing showing the Personal tab.

Profile Page opened for editing showing the Personal tab.

Professional Tab

Research Interests/Creative Activities

  • Display Title
    • Provide a descriptive heading for the focus area (e.g. "Research Topics" or "Creative Activities").
    • Defaults to "Research Topics."
  • Interest/Activity
    • List major scholarly interest areas, separated by semi-colons.  
  • School Affiliation (Primary)
    • Name - Formal name of their primary school.
    • Homepage (URL)
    • Titles - Provide their formal title at the school level, without abbreviations; e.g. "Dean." Click 'Add Item (+)' to add additional lines as needed.

For Titles, list UB positions, with most important first (e.g. dean, chair, director, titled professorship, regular academic line). Best practice: list each title on a separate line, spell out in full and capitalize.

 

Department 1 (Primary)

  • Name - Formal name of their primary department.
  • Homepage (URL)
  • Titles - Provide their formal title with their primary department, without abbreviations; e.g. "Associate Professor." Click 'Add Item (+)' to add additional lines as needed.

Department 2

  • Name - Formal name of any affiliated department.
  • Homepage (URL)
  • Titles - Provide their formal title with this affilated department, without abbreviations; e.g. "Research Associate Professor." Click 'Add Item (+)' to add additional lines as needed.

Department 3

  • Name - Formal name of another affiliated department.
  • Homepage (URL)
  • Titles - Provide their formal title with this affilated department, without abbreviations; e.g. "Clinical Research Professor." Click 'Add Item (+)' to add additional lines as needed.

School Affiliation (Secondary)

  • Repeats same fields provided in School Affiliation (Primary).

School Affiliation (Tertiary)

  • Repeats same fields provided in School Affiliation (Primary).
Profile Page opened for editing showing the Professional tab.

Profile Page opened for editing showing the Professional tab.

Additional Resources Tab

Here you can provide a series of links, usually for more information about the faculty member's work, or to related offices. These links will appear on the right, below their contact information.

Display Title

  • This value will be displayed as the heading for any links that are provided below (e.g. "Background").
  • If no links are displayed, the Display Titles will be hidden.

Links

  • Click the 'Add Item (+)' to add one or more links. The first line holds the link, while the second holds the link text.
  • Click the magnifying glass icons to select from UBCMS pages, or enter the complete URL (http://...) for external pages.
  • Use the Up and Down buttons to specify the order that the web pages will be displayed in the list. The minus (-) buttons allow you to delete web pages while the + button enables you to add pages.
Profile Page opened for editing showing the Additional Resources tab.

Profile Page opened for editing showing the Additional Resources tab.

Image Tab

Add a suitable image, usually a portrait. This tab works the same as the standard Photo Component.

  • The image will be displayed to the left of their entry.
  • If you do not provide an image, a placeholder will be shown (e.g. a gray box or silhouette).
  • To turn off the image, choose 'Hide Photo' in the Image Properties tab.
Profile Page opened for editing showing the Image tab.

Profile Page opened for editing showing the Image tab.

Image Properties Tab

Additional settings for the image.

Alt text - Provide descriptive information about the image that allows people who cannot see the image to understand what they are missing (read more about image accessibility).

Hide Photo - Select if you do not wish the image to be seen.

  • If you do not provide an image, a placeholder will be shown (e.g. a gray box or silhouette). Select 'Hide Photo' to prevent this placeholder or the portrait from being shown. The remaining content will be left aligned.
Profile Page opened for editing showing the Image Properties tab.

Profile Page opened for editing showing the Image Properties tab.

B) Teaser Area

Here you can add an image, usually a portrait, for display in Lists.

C) Additional Content Area

In the middle of the page, you can add components to display additional content. While you can include simple content like a secondary Title and Body Text, we intended this to house a Tabs component that would point to child pages of this Department Profile page, possibly named 'Research,' 'Teaching,' and perhaps 'Service.'  

Request Corresponding Master Profiles

For each faculty profile in your department shared content area, you will need a corresponding page in Authoritative Shared Content; e.g. /content/authoritative/profiles/bull-victor . These pages are built using a special Profile Page Master Template.

These pages have no content of their own, except for a redirect to the location of their corresponding faculty profile page, set in page Properties, and tags to support building collections from the corresponding departmental profiles. These tags will include departmental affiliations, university roles, and perhaps additional details such as research topics or creative interests.  

Access to Authoritative Shared Content is limited to key people representing each major unit. To create the Master Profile page that corresponds with their local Department Profile, regular authors will use a Workflow, called Request Master Profile. Once you build a Department Profile, select it in the Page Properties Workflow tab. It will send a request to someone with authority to create the Master Profile who will review your work and complete the process when ready.

The Request Master Profile workflow will create the page itself, including the redirect to your department profile, but the workflow approver is charged with ensuring:

  • this is indeed the faculty member's primary unit
  • no other Master Profiles already exist

If this is not the faculty member's primary unit, outreach to the owner of the primary Department Profile and ask them add additional details, such as a secondary school or department affiliation and additional tags.

Tags will likely still need to be added. To set or change the tags, please work through your Unit Web Leader / Site Manager, or contact the DCT Help Team.

Screenshot of the Workflow selection within Page Properties.

Select the Request Master Profile workflow in Page Properties.

Contact the DCT Help Team if you have questions about who can approve your department profiles.

Affiliates/Adjuncts?

Let us know if you need to include an afilliated or adjunct faculty member whose primary appointment is EXTERNAL to UB.

We will add their Department Profile to the Authoritative 'affiliated' folder (/content/authoritative/profiles/affiliated/).

Master Profiles Settings

These details are for those people who have access to the Authoritative Shared Content area of the UBCMS.

Normally the Request Master Profile workflow will create the page for you, including the redirect, but you will still need to add any tags.  

Page Settings

For those who have authorization to adjust a Master Profile page, here are some more details.

Master Profile page when first opened.

Master Profile page when first opened.

Master Profile page Page Properties dialog box.

Master Profile page Page Properties dialog box.

Tags

For the tags, we will draw on existing tags in these collections. The tags marked with an asterisk (*) are currently in use:  

  • Audience
    • Employees
      • Faculty *
        • Clinical Faculty *
        • Emeriti *
        • Librarian *
        • Research Faculty *
        • Teaching Faculty *
        • Tenure-Track Faculty *
  • Website
    • e.g. School of Engineering and Applied Sciences *
      • Biomedical Engineering *
      • Chemical and Biological Engineering *
      • etc.

We welcome additional tag suggestions, but please be advised that some combinations are not possible. For example, several units have asked about tags for Affliated or Adjunct status. If they have a variety of roles at UB, while they may be 'affiliated' with your department, their primary role at UB is most likely something else, such as Tenure-Track Faculty, and we have no way of connecting your departmental tag with their role just in your department. Without this ability, a faculty member would thus be listed as 'affiliated' AND 'tenure-track' in your department AND also 'affiliated' AND 'tenure-track' with their primary department.

Using Faculty Profiles

Faculty Profiles can be displayed in a variety of ways, but we recommend using the List Builder, or the Dynamic List components.

A) Lists

On your website, add a List Builder component to the page, then set Build list using: Tags, and set the Limit to these paths to the Authoritative Shared Content area (/content/authoritative/profiles/) and NOT your own site's shared content area.

For the Tags, one will be for your unit (e.g. 'Website: School of public Health and Health Professions'). Additional tags can be used to build smaller lists of just Tenure-Track Faculty versus Adjuncts, to separate your faculty by department, or to separate your faculty by research or creative interests.

To reveal appealing details about each faculty member, set Display as to Teasers: with images or to Teasers: Directory (with interests).

Two examples:

Example of a list built on teasers with images.

A list displaying 'Teasers with images' (no interests).

Example of a list built on teasers showing research interests.

A list displaying the 'Teasers: Directory (research interests).'

B) Dynamic Lists

If you have developed a rich collection of tags for your faculty (e.g. research topics), you can also build collections using the various dynamic list components. These will additionally display the associated tags, which will provide additional was to navigate your directory.

Generate a Profile Report for Your SIte

Unit Web Leaders and Site Managers can view university-wide faculty profile information, then separate it out by school or department.

Profile Report.

Profile Report.

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