Using the Campus CMS for Blink - BASIC<br />UCSD Portal Services<br />
Introductions<br /><ul><li>Instructors
Allisa Becker: Operations Manager
Kelly Cowan: Sr. Editor
Liz Morrison: Sr. Writer
Participants
Name and department
Why you’re here
What you expect to learn</li></li></ul><li>CMS: Content Management System<br /><ul><li>Simpler, but fewer features
No WYSIWYG (must know some HTML)
No taxonomy
Unfriendly URLs
No longer available
Personalized dashboard
Messages
Automatic versions
WYSIWYG editing:</li></ul>What You See Is What You Get<br /><ul><li>Built-in taxonomy
Friendly URLs
Accessibility compliant</li></ul>V6 (Vignette)<br />Hannon Hill Cascade Server<br />
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Using the Campus CMS for Blink

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I'm not just an editor. I'm a trainer with technical skills. This is a PowerPoint presentation I created to teach people how to use our content management system, Hannon Hill Cascade Server, so that they could start creating their own content for the campus intranet.

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  • House rules: Bathrooms, turn off cell phones, break during exercises
  • The CMS new and this class is new so we appreciate any feedback you might have.
  • What is a CMS? URL? Taxonomy? WYSIWYG?Just to give you a little bit of background:Hannon Hill: geared towards university clientsDashboard: customize viewing preferences, easy access to recently viewed itemsMessages: Notifications on publishing or broken linksVersions: Automatic content archival every time you save, easily reverts to older or newer versions of contentWYSIWYG: you either love it or hate it. Works a lot like Word or Outlook—buttons on a toolbar that help you format content without having to know HTMLUsed to use a system called V6 but as more content poured in, we outgrew our system.After testing out a series of new content management systems, we landed on HH
  • The basic goal of today is to get you to produce Blink pages—whether that’s an article page or a drawer template. By the end of class, we’d like you to have produced something that mirrors one of these pages.
  • Hand out diagram
  • Display name through mediaDiagram is 3 slides-because the template is longThe display name actually shows up in 2 spots—in the breadcrumb (which you can see on this page), and in the left-hand nav (which isn’t shown here)
  • Content, more information (contacts), other, disclaimer
  • Department links, related links, summary (search)
  • Pass out hand-outsURLs are case-sensitive
  • Show how to add contacts, see also links.Submit=save. Be careful moving from edit to view tab.
  • “Drawers” are one of the design components used in Blink. When you click on a drawer, you open it’s contents. You can also “expand all” or “collapse all”.Get to this page by going to Human Resources-&gt; Supervising &amp; Management.Show how to add, delete, reorder drawers.
  • Show class how to change publishing queue preferences:My Settings in top, right-hand navClick “Go to publish status page” checkboxThere is only one publishing queue for all of UCSD (there is only one “runway”). Go through how to publish
  • Note: URLs are case sensitive so always use lowercase and dashes instead of spacesFor now we’re just using the generic term “article” for the system name but when the page actually launches it will have a more meaningful name.
  • So when you name your new page, it’s good to keep in mind a one-word topic that fits into the map
  • Do not use Save Draft!!!
  • Using the Campus CMS for Blink

    1. 1. Using the Campus CMS for Blink - BASIC<br />UCSD Portal Services<br />
    2. 2. Introductions<br /><ul><li>Instructors
    3. 3. Allisa Becker: Operations Manager
    4. 4. Kelly Cowan: Sr. Editor
    5. 5. Liz Morrison: Sr. Writer
    6. 6. Participants
    7. 7. Name and department
    8. 8. Why you’re here
    9. 9. What you expect to learn</li></li></ul><li>CMS: Content Management System<br /><ul><li>Simpler, but fewer features
    10. 10. No WYSIWYG (must know some HTML)
    11. 11. No taxonomy
    12. 12. Unfriendly URLs
    13. 13. No longer available
    14. 14. Personalized dashboard
    15. 15. Messages
    16. 16. Automatic versions
    17. 17. WYSIWYG editing:</li></ul>What You See Is What You Get<br /><ul><li>Built-in taxonomy
    18. 18. Friendly URLs
    19. 19. Accessibility compliant</li></ul>V6 (Vignette)<br />Hannon Hill Cascade Server<br />
    20. 20. Learning Outcomes:<br />Article Page<br />Drawer Page<br />
    21. 21. Roles <br /><ul><li>Subject matter experts (Psst! That’s you!)
    22. 22. Organize, write, revise content
    23. 23. Enter content in CMS
    24. 24. Get content approved within department
    25. 25. Portal Services team
    26. 26. Consults with units and plans content
    27. 27. Works with SMEs to identify, organize, and create content
    28. 28. Edits and launches all Blink and TritonLink pages
    29. 29. Responds to update requests
    30. 30. Makes sure pages are reviewed and updated
    31. 31. Questions?
    32. 32. portalhelp@ucsd.edu</li></li></ul><li>Anatomy of a Blink Page<br />Parts of the whole:<br />The CMS is broken down into parts called “assets.” <br />These assets help you create a whole Blink page<br />
    33. 33.
    34. 34.
    35. 35.
    36. 36. Tips for Getting Started<br />Use Firefox or IE version 7 or 8 (Firefox/Safari for Mac) <br />Have two tabs/windows open (Ctrl + t) (Ctrl + n)<br />Name folders and pages in all lowercase and use dashes instead of spaces (keep names as short as possible)<br />
    37. 37. Creating an Article Page<br />Most informational pages in Blink use the article template<br />Log in<br />Create folder<br />Exercise–Create a new article page<br />
    38. 38. Creating a Drawer Page<br />How-to pages, checklists, FAQs, and menu pages use the drawer template<br />Exercise–Create a new drawer page<br />
    39. 39. Publishing<br /><ul><li>http://stage-blink.ucsd.edu
    40. 40. YOU, the SME, can publish to stage.
    41. 41. This lets you share the page with others (your supervisor, co-worker, anyone who needs to approve)
    42. 42. THE PUBLIC CAN’T SEE THIS!
    43. 43. http://blink.ucsd.edu
    44. 44. Portal Services “launches” the page to the public site: Blink
    45. 45. This is the “official” publishing
    46. 46. THE PUBLIC CAN SEE THIS</li></ul>Stage (Dress Rehearsal)<br />Live (Showtime!)<br />
    47. 47. Publishing Process<br />1st Phase<br />3rd Phase<br />2nd Phase<br /><ul><li>CMS Stage Live
    48. 48. Writing Review Launch
    49. 49. Lines Dress Rehearsal Showtime!</li></ul>Contact portalhelp@ucsd.edu first to plan new pages and get feedback <br />After working with the writer, submit the new page(s) to workflow via portalhelp@ucsd.edu<br />Editor will review the page and either contact you with questions or launch <br />
    50. 50. Viewing/Sharing the Stage Site<br />Follow this formula:<br />http://stage-blink.ucsd.edu<br />+<br />/draft/your-folder/system-name<br />+<br />.html<br />=<br />http://stage-blink.ucsd.edu/draft/allisa-becker/article.html<br />
    51. 51. Images<br />We will host images<br />We don’t host files (.doc, .pdf)<br />Use .gif or .jpg<br />Upload an image<br />Use an existing image from:<br />/Blink/_images<br />General Guidelines<br />2 Ways to Add Images<br />
    52. 52. Understanding the Site Structure<br />1.<br />The URL is your “map” to finding a page in the CMS:<br />http://blink.ucsd.edu/HR/supervising/index.html<br />1.<br />2.<br />3.<br />4.<br />2.<br />3.<br />4.<br />
    53. 53. Editing an Existing Page<br />Minor changes (e.g., typos, date changes) just e-mail portalhelp@ucsd.edu with the requested change for faster service<br />Bigger changes (e.g., a paragraph, an entire table, content overhaul) copy the page into your draft folder and make the necessary changes<br />Exercise–Copy live page into draft folder<br />
    54. 54. Useful Links<br /><ul><li>Guide to working with Portal Services: http://blink.ucsd.edu/go/SME
    55. 55. UCSD editorial style guide
    56. 56. Hannon Hill Glossary: http://hannonhill.com/kb/glossary.html
    57. 57. Portal Services contacts:
    58. 58. portalhelp@ucsd.edu
    59. 59. smemail-l mailing list
    60. 60. Allisa Becker: abecker@ucsd.edu, x41013
    61. 61. Kelly Cowan: kwcowan@ucsd.edu, x21095
    62. 62. Liz Morrison: lmorrison@ucsd.edu, x41916</li>

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