Advanced Users Only
You can set up a new Geobase by first clicking the Geobase link under the Content Manager menu in the Publishing tab. You will then see a list of all existing Geobases and the New button.
After clicking New, you will see the Geobase information fields as in the image below. We will now look at the fields under the Geobase Information and the Field Editor tabs in detail.
Geobase Information tab
Title:Type the name of the Geobase here.
Published: If this box is checked, the Geobase will be available as a module to place on a page. You must set up a page to place the Geobase on in order for it to appear on the front end.
Template Suffix: leave blank
Geobase Type: leave as Standard (default)
Enable Self Service? Selecting the Yes radio button will enable front-end users to claim and establish listings. Select No if you wish to control access to the Geobase.
Auto Approve Listings? Selecting the Yes button will mean that listings submitted by front-end users will automatically go live on the site without administrator approval.
Enable Featured Column? Selecting Yes will allow Featured Listings to be pulled under the Google map.
Enable Google Map? Selecting Yes will allow the Google map to be pulled into listings with an address associated.
Geobase Maps Center Latitude, Longitude and Radius: leave these fields blank as these settings are usually controlled at the Administration level.
Show Listings on Page Editor? Leave selected as Yes.
Product Category: Geobase Products must be selected or Geobase will not function.
Custom CSS File: leave blank
Links open in new window? Listings with links associated (Web address or a Custom Field) can either open in a new window or open in the same window when clicked. Select Yes or No depending on your preference.
Enable recommendations on geobase listing? Allows you to enable or disable geobase recommendations according to your preference.
Enable ratings on geobase listing? Allows you to enable or disable geobase ratings on a geobase page according to your preference.
Field Editor tab
You will use the Field Editor to create desired custom fields and to enable standard fields to be filter fields. That is, if you would like the 'city' to be a filter for the Geobase, you must set up 'city' as a custom field even though it is included as a standard field.
For those fields that are standard but used as filter fields, be sure to give them the same field name (eg 'city' not 'town') with the exception of the 'url' field. Because the Geobase is coded to suppress any field named 'url' in basic listings, if you want to allow a URL to display on a basic listing, you must name it something other than 'url'. (eg 'web_address' or 'website').
Let's take a look at what each field means when creating a custom field.
Field Name: Create a field name using lower case only, no punctuation and no spaces. A good example would be 'star_rating' not 'Star Rating'.
Label: This is the caption or label of the field. It is a user-friendly version of the name and allows for spaces and capital letters (eg Star Rating). Use brief text only.
Text: used for short text fields like city or county or cuisine
Text Area: used for multi-row descriptions or as the field for video embed code.
HTML: selecting this type of field will yield an HTML editor interface.
File: you can use this file type to upload files such as those in Word format.
PDF File: specifically for PDF file types.
Yes/No: will display Yes and No radio button choices.
Radio Buttons: this field type will produce radio buttons which allow the user to make only one selection. Enter the value for the radio buttons
after saving the field in the Radio/Checkbox/List options box that appears below the file type drop-down. Values will be sequenced
alphabetically after saving.
Checkboxes: This field type allows for more than one value to be selected at a time. For example, if you make a custom field 'cuisine' using
this file type, your front-end user will be able to select American, Diner and Fusion if those are some of the choices are available.
List: This file type is used for fields such as city where the expectation is that the user will need to choose only one.
Email: Use this field type for email addresses.
Weblink: Use this field type for URLs.
Multi-choice: This field is being re-purposed at this time. Please use the Checkbox file type for multiple choice fields.
Video: Use for video embed codes.
Default Value: This value will be used for new records if the user does not select another option. For example, if you have a custom field called cuisine, and some of the options include American, Thai and French, you can set the default value to French (value must be the same as one of the actual choices) and that will appear as the default in the list unless the user selects another choice.
Filter? If checked, this field will be available as a filter option. Good candidates are fields like city, state, specialty and category. Bad examples would be image fields, name fields and any other fields where the data is not likely to be repetitive. Note: In order to work properly as a filter, fields have to be a list, hierarchical list, checkboxes, or radio buttons.
Description: The description will show up when the back-end user hovers over the help button in the Custom Field tab within a Geobase listing. Enter a description here if you think the field needs explanation.
Importing Records into the Geobase
Importing records is an acquired skill that might take some practice. Here are some basic instructions for uploading new listings. No characters should be used with the exception of hyphens.
1) Fill in a spreadsheet with the required information. The only required field for any record is 'company' but keep in mind that the Google map will not appear unless a complete address is provided.
You will head each column in your spreadsheet with the standard field names and any custom fields you might want to employ. Be sure to follow the naming convention of all one word, lower case and no punctuation for your custom field names. Follow spelling and format for standard fields exactly.
Standard fields for the Geobase are as follows:
company, address, phone, email, url, city, state, zipcode, description, fax, contactname and address2.
You can have any custom field you like in addtion. Common custom fields include category or cuisine. If you have existing custom fields in the Geobase, make sure you follow the naming exactly in your spreadsheet so the data maps correctly.
2) Save your spreadsheet as a Text (Tab Delimited).
3) After entering the data, save the file in the format of Text (Tab Delimited). Close Excel.
3) Open your spreadsheet in a text editor.
5) In Notetab save as txt, encoding: ASCII(DOS). In Text Wrangler save as line breaks: Unix (LF), encoding: Western (Windows Latin1)
6) Import the document into the Geobase by clicking the Import button in the Geobase Information tab.
7) After the document uploads you must take these additional steps:
a) click the Vew Data button in the Geobase Information tab.
b) click the Show All button under the listings and wait for them to load.
c) Select all unpublished listings that you wish to publish and click the Publish button.
d) Back out of the listings until you are back at the level where you see the Geobase Information/Custom Fields tabs again. Click into the Custom Fields tab. You should see your imported custom fields with a little pencil icon next to each one. Click this pencil to go into the field details. Hit Update Field to pull in the values for each field ( If the field is a checkbox and you see comma separated values in your checkbox list - delete the values in the list and hit update field and the list should display properly ).
Re-Importing Records After Export
If you wish to modify exisiting records and re-import them, you will have to do the following:
1) Export the records by clicking the Export button in the Geobase Information tab.
2) Remove all Premium and Featured listing rows in the spreadsheet. Premium and Featured listings cannot be re-imported.
3) Go to view the data; Show All; check all listings that you will be re-importing and delete them. DO NOT delele the Premium or Featured listings.
Caveat: any listings you export and then re-import will not retain statistical data associated with the listing but will be regarded as new listings.
4) You must now clean up the exported spreadsheet by deleting any columns with headers other than the standard fields (company, address, phone, email, url, city, state, zipcode, description, fax, contactname and address2) or custom fields that you've created (eg 'cuisine'). That means that you will get rid of the following: id geobaseid ispublished idnum image1 image2 content quickfacts subtitle longitude latitude image3 listingtype datecreated datemodified createdby modifiedbyuseridcccompany image1desc image2desc image3desc datefeatured paymentstatus paymenttypedisplayorder country isapproved datedeleted introduction productname productcode
All these fields may not show up in your exported spreadsheet if no premium or featured listings have been established. However, if you make sure the standard fields and custom fields are in the spreadsheet and you clean out the extraneous columns, you should be fine.
5) Follow steps 2-6 in the Importing Records into the Geobase section to complete the import.