Page Management at PDX.edu

There are some paragraph blocks that show up as an option to use, but they are tied to a content type that might not be active on your site. As such, you will get an error when trying to add them. Unless told otherwise, do not use these paragraph blocks:

• A Day in the Life: Full Page

• A Day in the Life: Slider

• Gallery: Featured Groups

• Gallery: Featured Items Slider

• Rich text editor (use the Text: 1 Column instead)

• Views Reference

After a page has been saved, you can "clone" it to copy the page. This is helpful if you like the basic style of the page you just made, and want to reuse the same blocks (with new content, of course).

To clone a page, select "Clone" to the right of the "Edit" tab for a page. You will only have access to this option after a page is saved. 

The page it takes you to will look identical to your current page. However, when you save it, it will be a new copy. As such make sure to change the page title before selecting save. 

You have content ready for review

You've edited a page and are ready for your approver to publish it. It's in the "Review" state.

Fix: Tell your publisher in person or over the phone/email that you have a page ready for approval. There is no automated notification. 

Your approver said they don't have the ability to publish a page you edited

You drafted changes to a page and told your approver it was ready, but they said the system isn't giving them the option to publish it. 

Fix: Check the moderation state. If it's in "Draft" your approver cannot publish the page. Change the moderation state to "Review", then ask your approver to check again.

Your approver told you a page you submitted for review needs more updates

You submitted a page to your approver already, but they came back and said it needs more updates.

Fix: If it's still in the "Review" moderation state, change it to "Draft" and make the updates. If it's already in the "Draft" moderation state, go ahead and make the updates. When done, change the state back to "Review" and notify your approver. 

A published page needs updating

Either you or your approver was reviewing the site and came to the determination that one of the published pages needs updates. 

Fix: Change the page's moderation state to "Draft" and make the needed changes. This will not affect the published page until the updates are published by your approver. When you're ready for that to happen, change the moderation state to "Review" and tell your approver it's ready. 

You need to approve content that's still in "Draft"

Your editor has drafted changes to a page and said it's ready for your approval, but the moderation state is still "Draft". So you don't have the ability to publish the page. 

Fix: Talk to your editor (in person or through phone/email) and ask them to change the workflow state to "Review". 

You need to approve content that's in "Review"

Your editor has drafted changes to a page and said it's ready for your approval. The page looks good so you need to publish it. 

Fix: When looking at the page (while logged in to the site) there is a dropdown under "Change to". Choose "Published" and select "Apply". 

The updates your editor made require revisions before publishing

Your editor has drafted changes to a page and said it's ready for your approval. It's in the "Review" moderation state. The page needs a few updates, though, before publishing.  

Fix: When looking at the page (while logged in to the site) there is a dropdown under "Change to". Choose "Draft" then select "Apply". Let your editor know they have changes to make; there is no automated notification.  

A published page needs updating

You were reviewing your site and realized there's a page that needs updates. 

Fix: Tell your editor about the needed updates so they can make them. You will need to approve the changes after the updates are made. 

The page is automatically completed with department content types. Use these instructions to make a department:

1. Use the admin menu to navigate to "Content  ￫ Add content ￫ Department"

2. Complete the form for each department:

   • Department Name: the displayed name for the department

   • Department Image: what image you want to display in the department listing

   • Department Link: the URL to the web page or site for the department

Step 1: make a blog taxonomy

The blog taxonomy is the list of terms (tags) visitors use to filter your blog articles. Follow these instructions to create new taxonomy terms:

1. Use the admin menu to navigate to “Structure ￫ Taxonomy ￫ Blog Article Tags”

2. Review the existing terms to verify there isn’t a functionally identical term available.

   • If there is, use that term or edit it as needed.

3. Select "Add Term". 

4. Enter the name for the term; ignore the other sections of the form. A few notes:

   • Use uniform capitalization methods for all your terms (i.e. sentence case, title case, etc).

   • Only create new terms that are general enough to apply to multiple blogs; best practice is to have no more than 10-15 terms.

5. Save the term

Step 2: make a blog article

1. Use the admin menu to navigate to “Content ￫ Add Content ￫ Blog Article"

2. Complete the form

3. Select the Published box at the bottom of the page

4. Save the page

There are two main steps to making a campus building page: building the taxonomy and making the page.

Step 1: Campus building taxonomy

Taxonomy is the list of terms (tags) visitors use to filter your campus building pages. There are two taxonomies used for the campus buildings pages: “Facility Features” and “Department”. Follow these instructions to create new taxonomy terms:

1. Use the admin menu to navigate to one of the following:

   • “Structure ￫ Taxonomy ￫ Campus Building - Department”

   • “Structure ￫ Taxonomy ￫ Campus Building - Facility Features)”

2. Review the existing terms to verify there isn’t a functionally identical term available.

   • If there is, use that term or edit it as needed.

3. Select "Add Term". 

4. Enter the name for the term; ignore the other sections of the form. A few notes:

   • Use uniform capitalization methods for all your terms (i.e. sentence case, title case, etc).

   • For facility features, only create new terms that are general enough to apply to multiple pages; best practice is to have no more than 10-15 terms.

5. Save the term

Step 2: make the campus buildings page

1. Use the admin menu to navigate to “Content ￫ Add Content ￫ Campus Building"

2. Complete the form

3. Check the Published box at the bottom of the page

4. Save the page

Form fields

Name: The actual name of the building. There is a separate section for the building code, so this should be the actual name (such as "Richard and Maurine Neuberger Center"). 

Address: This appears above the map. Hint: This displays the exact text you enter, so plan ahead of time how you want addresses to appear (just street address vs. street, city vs street, city, state, etc).  

Image: Select Add Media to select an image to add. Review the images documentation for more information. 

Building Location: In the Enter a location text box, start typing an address. Keep typing until the correct one appears, then select that address. 

About the Building: This is a basic text entry field with "About the Building" as a visible title. Plan ahead of time what kind of content you want in this area. 

Building Occupants: This is a basic text entry field with "Building Occupants" as a visible title. The planned design just listed occupants with each one linked to the department's site. It will likely duplicate the Campus Building - Department taxonomy for this page. 

Building Features: This is a basic text entry field with "Building Features" as a visible title. The content will be similar to the Campus Building - Facility Features taxonomy for this page. Plan ahead of time what kind of content you want in this area and how descriptive you would like to be. 

Building Maps: These are PDFs of floorplans and other relevant internal maps. You can add more than one (once you add one, the option to add another appears). Hint: The title of the uploaded document is what displays for visitors. As such, you want to make sure the title of the uploaded document is user-friendly (i.e. Floorplan-SMSU is better than SMSU-All Plans_6). 

Building Details: This is a basic text entry field with "Building Details" as a visible title. Plan ahead of time what kind of content you want in this area. 

Building Code: The actual building code (i.e. RMNC). This is used in the search and filtering area; it is not visible on the page itself. 

Department: This pulls from the Campus Building - Department taxonomy. Start typing a taxonomy term (it has to have already been made), and a list of options will appear. This does not actually display on the page itself, it's only used in search and filtering. 

Facility Features: This pulls from the Campus Building - Facility Features taxonomy. Start typing a taxonomy term (it has to have already been made), and a list of options will appear. This does not actually display on the page itself, it's only used in search and filtering.

Planning is the most important step when creating your gallery. As such, your first step is to determine your grouping strategy. For that, it’s easier to work backward. Ask yourself:

What kind of items am I going to group? For example:

• Student projects

• Research projects

• Art exhibitions

Once you know what kind of items you want to group, you’ll need to figure out how you plan to group them. Ask yourself:

What’s the most logical way for my items to be grouped? For example:

• Class

• Term

• Topic

If you’re not sure how to plan this, feel free to reach out to the Web Communications team for strategy suggestions. Keep in mind, though, that each gallery needs more than one group, and each group needs more than one item. Ideally, you would have a minimum of 20 items to group in your gallery.

Once you have a planned strategy and know what kind of items you want to group, follow these instructions to create your gallery.

Only Specialty Content Managers can make Gallery and Portfolio content. The Web Communications Team works directly with sites to establish this content type; if you're interested in establishing a gallery on your site, please reach out to help-webteam@pdx.edu so we can discuss if this is a good solution for your content.

After making arrangements with the Web Communications Team, your Site Owner can change the title of the gallery page, which can be viewed at pdx.edu/site-name/gallery. Please note: this does not change the URL of the Gallery page, just the title that displays at the top of the page.

Since each item is associated with its respective group, you have to make your groups before you make your items.

To make your group:

1. Using the Administrative Menu, add a Gallery Group ("Content" ￫ "Add Content" ￫ "Gallery: Group")

2. The fields to complete are:

   • Group Title: The group name, it will be visible to the public. This is also used when creating items for this group, so remember the group title

   • First Section Title: Heading that displays in the top of the right sidebar of every item in this group. 

   • First Section Content: Paragraph text that will display directly beneath the First Section Title in the right sidebar of every item in this group. 

   • Second Section Title: Heading that displays below the First Section Content in the right sidebar of every item in this group. 

   • Second Section Content: Paragraph text that will display directly beneath the Second Section Title in the right sidebar of every item in this group. 

   • Featured Image: The thumbnail image that will display when viewing the group in the overarching gallery or if it’s included in a Featured Groups block

   • Gallery Group featured tag: An OPTIONAL tag used to curate specific groups to feature on your site. If you’re using this feature, the tag has to be created before adding it to a group ("Structure" ￫ "Taxonomy" ￫ "Portfolio Class Featured Tag"). You can add multiple tags by separating them with commas.

3. Check the “Published” box.

4. Save your group.

After your group has been created, you can start creating items to add to that group.

To create an item:

1. Using the Administrative Menu, add a Gallery Group Item ("Content" ￫ "Add Content" ￫ "Gallery Group Item")

2. The fields to complete are:

   • Item Title: This is the page title

   • Item Subtitle: Displays beneath the page title on the item page. In the Gallery Group page (where it shows all the items in the group), it displays above the page title for this item's thumbnail. 

   • Group Title: Start typing in the name of the group you want this item associated with - the names of existing groups will auto-populate for you to select from

   • Date: An optional field if you want a specific date associated with the item.

   • Term: A required field that displays on the item page.

   • Content Title: Heading that displays directly above the Item Content text.

   • Item Content: Paragraph text that is specific to this item; displays directly below the Content Title. 

   • Image: Select one or more images to represent this item. If more than one is selected, the images will display as a carousel. You must also add caption information to each image. Important: check "Featured Image" to select which image will display as the primary thumbnail for this item.

   • Featured Item Tags: Tags used to view items from different groups with similar topics, or used to feature particular items based on topic. These tags must be created prior to adding them to your items - instructions are in "Step 4 - Create an item tag". To add more than one tag, select “Add another item” under this field. You can save the item prior to adding tags to it.

3. Check the “Published” box.

4. Save your item.

Each item should have one or more tags associated with it. This is separate from the groups in that these tags are topical and used to help visitors find projects from different groups that have similar topics.

This is an area where you’ll want to consider strategy. Tags should not be so granular in topic that only one or two items will apply to them. Rather, you’ll want general tags that many items can be associated with. Suggestions for terms include: “Piano”, “Mixed Media”, “Award Winners”, or “Senior Projects”.

To view existing terms and create a new one:

1. Using the Administrative Menu, view the Gallery Item Tags ("Structure" ￫ "Taxonomy" ￫ "Portfolio Project Tags")

2. Review the existing terms to determine if something new is needed for the items you’re planning on creating. If so, then select “Add term” to create a new term.

3. The fields to complete are:

   • Name: The name of this tag. It will be visible to the public, so should be clear, concise, and topic-based.

   • None of the other fields need to be completed.

4. Save the term and add it to the appropriate Portfolio Project Items. 

There are two main steps to making an item for sale page: building the taxonomy and making the page.

Step 1: Item for sale taxonomy

Taxonomy is the list of terms (tags) visitors use to filter your item for sale pages. Follow these instructions to create new taxonomy terms:

1. Use the admin menu to navigate to “Structure ￫ Taxonomy ￫ Item for sale type”

2. Review the existing terms to verify there isn’t a functionally identical term available.

   • If there is, use that term or edit it as needed.

3. Select "Add Term". 

4. Enter the name for the term; ignore the other sections of the form. A few notes:

   • Each item can only have one associated term.

   • Use uniform capitalization methods for all your terms (i.e. sentence case, title case, etc).

   • Only create new terms that are general enough to apply to multiple pages; the best practice is to have no more than 10-15 terms.

5. Save the term

Step 2: make the item for sale page

1. Use the admin menu to navigate to “Content ￫ Add Content ￫ Item for sale"

2. Complete the form

3. Check the Published box at the bottom of the page

4. Save the page

Form fields

Item Name (req.): The actual name of the item. Keep this short and simple.

Description (req.): Text describing the item for sale.

Type (req.): A drop-down box of pre-created terms using the Step 1: Taxonomy instructions.

Images Gallery (req.): Select Add Media to select an image to add. You can add up to 4 images. Review the image documentation for more information. 

Contact Name (opt.): The person that should be contacted for questions about this item.

Contact Phone (opt.): How to reach the contact person.  

Price (req.): The cost of the item. Example: “$10.00” or “Free”

Quantity (req.): The number of items available.

Terms and conditions (opt): A linked PDF and customizable text for additional information on the item.