docs: README updates

README.md

@@ -15,52 +15,65 @@ While this repository is a working example of a data portal, it is also a templa
 
 ----
 
-### Creating Your Own Static Research Data Portal
+# Features + Functionality
+
+## Data Portal
+
+- **Powered by [Globus](https://www.globus.org/)**
+- List the directory contents of a configured Globus collection at a specific path.
+  - Support for [HTTPS Access](https://docs.globus.org/globus-connect-server/v5.4/https-access-collections/) download of files where available.
+- Transfer data from the configured collection to another Globus collection.
+- Configure multiple collections and paths allowing users to select their preferred source.
+- Ability to host custom content alongside the data portal.
+
+## GitHub Repository
+
+- 📄 **Hosted via GitHub Pages** – Users can access your data portal at this repository's GitHub Pages URL. Use all the functionality built-in to GitHub pages to suit your needs, including [configuring a custom domain](https://docs.github.com/en/pages/configuring-a-custom-domain-for-your-github-pages-site/about-custom-domains-and-github-pages).
+
+- 🚀 **Automated Deployments via GitHub Actions** – Any file changes will result in the deployment (and rebuild) of your data portal.
+   - You can manually trigger a deployment by navigating to the **Actions** tab and selecting the **static** workflow.
+
+- 🤖 **Dependabot** – A default [Dependabot](https://docs.github.com/en/code-security/dependabot) configuration ([`.github/dependabot.yml`](.github/dependabot.yml)) to keep your repository up-to-date with latest changes to [globus/static-data-portal](https://github.com/globus/static-data-portal).
+
+
+----
+
+### Creating Your Own Research Data Portal
 
 1. Create a new repository from the [globus/template-data-portal](https://github.com/globus/template-data-portal) template.
-   * <img width="188" alt="Screenshot 2024-03-11 at 12 24 22 PM" src="https://github.com/globus/template-data-portal/assets/694253/abffa5a5-86c8-47d9-be4b-f249d34505ab">
+   * Using the following URL: https://github.com/new?template_name=template-data-portal&template_owner=globus
+   * Or, using the GitHub UI: <img width="188" alt="Screenshot 2024-03-11 at 12 24 22 PM" src="https://github.com/globus/template-data-portal/assets/694253/abffa5a5-86c8-47d9-be4b-f249d34505ab">
 1. [Update your repository to allow publishing with GitHub Actions](https://docs.github.com/en/pages/getting-started-with-github-pages/configuring-a-publishing-source-for-your-github-pages-site#publishing-with-a-custom-github-actions-workflow).
+   - **IMPORTANT** The built-in GitHub Action workflows in your new repository will fail until you've updated this setting.
 1. [Ensure your GitHub Pages are configured to Enforce HTTPS](https://docs.github.com/en/pages/getting-started-with-github-pages/securing-your-github-pages-site-with-https)
 1. Register an application on Globus – https://app.globus.org/settings/developers
    * You'll be creating an OAuth public client; This option is presented as _"Register a thick client or script that will be installed and run by users on their devices"_.
-   * Update the **Redirects** to include your GitHub Pages URL + `/authenticate`, i.e., `https://globus.github.io/template-data-portal/authenticate`, `https://{username}.github.io/{repository}/authenticate`
+   * Update the **Redirects** to include your GitHub Pages URL + `/authenticate`, i.e., `https://{username}.github.io/{repository}/authenticate`
      * If you have [configured your GitHub Pages to use a custom domain](https://docs.github.com/en/pages/configuring-a-custom-domain-for-your-github-pages-site/managing-a-custom-domain-for-your-github-pages-site), this will be `https://{domain}/authenticate`
      * It is important to note that Globus Auth **requires HTTPS**.
    * Optional: Specify the **Privacy Policy URL** and **Terms & Conditions URL** to the portal-provided routes, i.e. `https://globus.github.io/example-data-portal/privacy-policy`
+   * All other fields can be left as default or changed to suit your needs.
 1. Update the `static.json` to include:
    * `data.attributes.globus.application.client_id` – The UUID of the client created in **the previous step**.
    * `data.attributes.globus.transfer.collection_id` – The Collection UUID that will be the "source" of your data portal.
-   * Optional: Set the `data.attributes.globus.transfer.path` to a specific path within the collection.
+   * Optional: Set the `data.attributes.globus.transfer.path` to a specific path within the collection, or remove the `path` property to resolve to the default directory.
    * See the [static.json](#staticjson) type definitions for more configuration options.
-1. **That's it!** The changes made (and any future changes) to the `static.json` will trigger a GitHub Action that will automatically build and deploy your research data portal to your GitHub Pages URL.
+1. **That's it!** Your portal will be available at your GitHub Pages URL. The changes made (and any future changes) to the `static.json` will trigger a GitHub Action that will automatically build and deploy your research data portal to your GitHub Pages URL.
+
+### Maintaining Your Data Portal
 
+- As you make changes to files in your repository, the GitHub Action will automatically rebuild and deploy your portal.
+- Globus will provide updates to the underlying `@globus/static-data-portal` package that powers your portal. Merging pull requests automatically opened from Dependabot will keep your portal up-to-date with the latest changes.
 
 #### Common Changes after Creating Your Portal
 
-- **Updating the Title and Tagline** – Update the `data.attributes.content.title` and `data.attributes.content.tagline` in the `static.json`.
+- **Updating the Title** – Update the `data.attributes.content.title` in the `static.json`.
+- **Adding Custom Content** - Add a `content` directory with Markdown, or [MDX](https://mdxjs.com/) files to be rendered as pages in your portal.
 - **Edit/Remove the `CITATION` file** – Update the [`CITATION.cff`](CITATION.cff) file to reflect the appropriate citation information for your research data portal – [learn more about `CITATION` files](https://docs.github.com/en/repositories/managing-your-repositorys-settings-and-features/customizing-your-repository/about-citation-files).
 - **Removing this section of the README** – Remove this section from the `README.md` file or update the README to meet your needs.
 
 ----
 
-# Features + Functionality
-
-## Data Portal
-
-- **Powered by [Globus](https://www.globus.org/)**
-- List the directory contents of a configured Globus collection at a specific path.
-  - Support for [HTTPS Access](https://docs.globus.org/globus-connect-server/v5.4/https-access-collections/) download of files where available.
-- Transfer data from the configured collection to another Globus collection.
-
-## GitHub Repository
-
-- 📄 **Hosted via GitHub Pages** – Users can access your data portal at this repository's GitHub Pages URL. Use all the functionality built-in to GitHub pages to suit your needs, including [configuring a custom domain](https://docs.github.com/en/pages/configuring-a-custom-domain-for-your-github-pages-site/about-custom-domains-and-github-pages).
-
-- 🚀 **Automated Deployments via GitHub Actions** – Any file changes will result in the deployment (and rebuild) of your data portal.
-   - You can manually trigger a deployment by navigating to the **Actions** tab and selecting the **static** workflow.
-
-- 🤖 **Dependabot** – A default [Dependabot](https://docs.github.com/en/code-security/dependabot) configuration ([`.github/dependabot.yml`](.github/dependabot.yml)) to keep your repository up-to-date with latest changes to [globus/static-data-portal](https://github.com/globus/static-data-portal).
-
 ### `static.json`
 
 The type used for `data` by the [@globus/static-data-portal generator](https://github.com/globus/static-data-portal).