How to create and edit pages in Cascade 1. Go to http://cascade.msu.edu/ 2. Sign into Cascade using your MSU NetID. If you try to sign in and are unable to, please contact the Communications office at communications@ipf.msu.edu or call (517) 432-0235. 3. Once you log in, find the site locator at the top left-hand corner of the page. (It should say “Global” at first.) Using the drop-down menu, select “ipf.msu.edu.” You will have permission to edit the pages assigned to you by the Communications office. 4. Cascade is set up like a folder structure. Think about where you want the page you are creating to reside on the website, or where the page you wish to edit already resides. Note: In the back end of Cascade, the folders and pages display in alphabetical order, not navigation order. a. If you are editing an existing page: i. Click the small triangle to the right of the page you wish to edit. In this example, the “listservs” page will be edited. ii. In the drop-down menu, click the “Edit” button. 1 b. If you are creating a new page, you will need to select the correct page type for the area of the site you are working in. For specific instructions for each page type, see the page-creation procedures folder. If you want to create several any pages in a section or have any questions about where and what you should be making, please contact the Communications office ((517) 432-0235) for help. i. Alerts “Alert” ii. Generic page on the public site “Content page” iii. Event on the public site ”Event” block (put these in “_common/events-blocks”) iv. News feature on public site “Feature” v. Job posting under “Employment” “Job Posting” vi. Project in the “Construction” section “Project” vii. Service in the service guide “Service Description” viii. Staff listing entry “Staff Profile” block (put these in “_common/staff-blocks”) ix. MSU Way suggestions “Suggestion” x. Hub generic page “Intranet – Content page” xi. Hub announcement “Intranet – Announcement” xii. Hub feature “Intranet – Feature” xiii. Hub event “Intranet – Event” 5. The editor screen will look like the following or similar to it, depending on the type of page you are creating or editing. The editor screens will vary throughout the site according to the type of page or asset you are creating. See procedures for specific page types in the page-creation procedures folder. This listserv example will use a basic “Content page.” 2 6. Locate the content that you want to put on the website. Likely this content will be in a Word document or e-mail. 7. Before pasting the text into Cascade, copy all text into Notepad (under your computer’s “Start” menu) to strip it of formatting. Note that it will lose its hyperlinks and you will have to add them back in. 8. Save the .txt file with the same name as the Word Doc file. 9. Copy the text from the .txt file and paste it in the correct Cascade fields. a. System name i. Lowercase all words in the URL, even if the words are capitalized in the page title. 1. “Commissioning Services” becomes “/about/departments/building/commissioning.html.” ii. Use hyphens between words 1. “/construction/projects/wells-hall-addition/meeting-minutes.html” iii. Do not include characters besides lowercase letters, numbers and hyphens. 1. “Custodial sweeps (OS1) symposium” becomes “/custodial-sweeps-os1symposium.html” iv. Try to limit conjunctions, prepositions and articles in URL as well as page titles 1. For the department “Energy and Environment,” the URL will just be “/about/departments/energy-environment.html.” v. For areas of the site where a certain word is used in multiple URLs, try to eliminate that word so as to provide better results for the search engine. 1. In the “Committees” section of the intranet, the pages are “Safety Committee,” “Golf Outing Committee,” etc. But the URLs omit the word “committee” from the end: “/committees/safety.html,” “/committees/golf-outing.html,” etc. vi. Try to use a marketing-friendly length. For a story title such as ‘Going the extra mile: Customer service is key to project success,” the URL should be shortened to just five or six words as the file extension. For example, “/news/features/customer-service-key-toproject-success.” vii. More specific conventions are noted in instructions for individual pages. See more SEO tips. b. Display name, Title and Page Heading can all be the same. The first word should be capitalized, but subsequent words are lowercased unless they are proper nouns. c. Summary: A one or two-sentence description of this page. d. Image: See image-uploading guidelines below. e. Main content: Put the body content here. f. Data table: If you need to include a data table in the body of your content, contact the Communications office for help. g. Callouts: Select either the “Link Lists” callout or the “Text callout” depending on what best fits your content. A collection of related links would use a link list. A short paragraph or a list of items with longer descriptions would use the text callout. h. Meta description: Find this field under the blue “Metadata” tab. 3 This description that will show up on Google and other search engines beneath the page title. If there is not a description here, the search engine will pick up the first couple sentences on the page. Be sure to write this in full sentences and accurately describe what the page displays while differentiating it from other pages on the site. 10. To add links back into the text, highlight the appropriate term or terms in the Cascade editor screen. Right-click, select “Insert hyperlink.” a. If you are linking to a page that already exists on the IPF website, select “Internal.” Select “Search” and type in a term from the page name. Be careful to select the correct page from the drop-down list. If the correct page does not come up, use the “Browse” feature to find the page in the site structure and select it from there. Click “confirm” to select. 4 b. If you are linking to a page from another website, an e-mail address or to a document (PDF, Word doc, etc.), select “External.” Insert the complete URL, including ‘http://” into the “Link” field: There is no need to fill in other information. If the link opens a PDF, change the “Target” to be “New Window.” c. For an e-mail address, in the “Link” field, delete “http://” and insert “mailto:xxxxxx@ipf.msu.edu.” Make sure there are no spaces or capital letters. d. Be careful not to select both an internal link and an external link. The function will not work. 11. Please note that if any text was bolded before it was placed in the main content box, it will not appear as bolded on the website. The text must be un-bolded and re-bolded using the text editing tools in Cascade. 12. Run spell check. Under “Advanced options” at the bottom of the screen, select the “Check Spelling” box. 13. Click “Submit.” 14. Fill out the comment field with any comments you want the approvers to see. After it is reviewed, the approvers will either send it back to you with requests for changes or will make any small edits and submit it for publishing. You will be notified if the page is submitted for publish or if the workflow was stopped. 5 How to add images 1. Web photo sizes: a. Thumbnail image: 220 x 124px b. Feature image: 460 x 259px c. Banner image: 940 x 390px d. Gallery images: 440 x 390px e. Bio photos: 187 x 263px 2. In the “Feature Photo” screen, click the “Search” link next to the “Image” label. 3. In the drop-down, select “Browse.” 4. The below window will open up. From the file tree on the left, select the “images” folder in “_files.” 6 5. The photos will be labeled according to the type of page they are on, then the name of the page and a description of the photo. a. File name will be in all lower-case letters and numbers with hyphens between each term b. File name will contain the following elements: i. General section of website/type of photo: top, features, practices and projects 1. *Note: the “practices” designation is specifically for green practices.* ii. Title of page/feature/project iii. Two-to-three-word description of content iv. Last name of photo credit if external to the IPF Communications office. 1. CABS will be -cabs 2. Nabil Ashi will be -ashi c. Examples: i. ii. top-landscape-services-gardeners-striped-leaves.jpg 7 iii. iv. top-departments-campus-night-aerial-cabs.jpg v. vi. features-icy-winters-toolcat-plowing.jpg vii. viii. practices-green-landscaping-gardeners-planting.jpg 8 ix. x. projects-armstrong-bryan-rendering.jpg d. The intranet is a hair different. Since the intranet is a sub-folder of the full site, all of these file names will contain “intra-“ before following the other conventions. i. Model: intranet-type-title-description 1. *Note: If the title clearly indicated what the photo is about, there is no need to add the extra terms for description.* ii. Intranet types are top, bio, features and committees iii. Examples: 1. 2. intranet-top-carpentry-cutting-wood.jpg 3. 4. intranet-bios-flinn.jpg 9 5. 6. intranet-features-sommerville-wins-Breslin-award.jpg 7. 8. intranet-committees-safety-committee.jpg 6. Select the photo for the page you are on and click “Confirm.” 7. Add a description for the photo. This is necessary for accessibility. (It functions as an alt tag.) This should be a specific description, as it will mostly be used by visually impaired users. a. Example: b. c. Description would be, “An aerial shot of campus showing several buildings with green trees and a blue sky.” d. WARNING: do not use quotation marks in the description (or the alternate text box for uploading images within the editor). The photo will not show up on the page if you do this. e. Add a caption only if the photo requires a photo credit. Credit entities in this way: i. Photo courtesy of Communications and Brand Strategy 10 ii. Photo courtesy of Nabil Ashi 8. For feature stories and Hub feature stories, remember to upload a photo image as well. Replacing photos At times, it will be necessary to replace a photo for reasons such as the following: • • An updated version of a document has been created and needs to be replaced on the website An incorrect photo was uploaded and needs to be replaced If this is the case, be sure to remove the original/incorrect version of the photo before uploading the new one. If you try to upload a file that has the same name as an existing one, a “1” will be appended to the name and our URLs will get messy. Therefore, remove old file before replacing. When uploading the new file, make sure it has the exact same name as the file you took down. This ensures that the locations it is linked throughout the website do not break. Photo galleries 1. Above the Callouts section is a button labeled “Photo Gallery” that opens an upload area. 2. Using the “Search” then “Browse” links, open the folder structure to locate the photo you want to select. If the photo is not uploaded into Cascade yet, upload it. Be sure to place it in the /_files/images folder. 11 3. Add a photo description. Write this in complete sentences, like a caption. This description will show up in the caption box I the photo gallery. 4. To add more photos, click the [+] button next to the drop-down arrow for as many photos as you want. 12 How to add tables When adding tables, do the following: 1. Copy the table from Word 2. Open Dreamweaver. Start a new HTML document. 3. Make sure the “Design” view is selected. 4. Paste the table in. 5. Switch the view to “Code.” 6. Copy the code from <table> to </table> 7. In Cascade, select the HTML button. 8. Paste the code into Cascade. 9. Switch back to the editor screen. 10. Right-click on the table and select “Insert/Edit table.” 11. Go to the “Advanced” tab. Fill in the “summary” field with a description of the table contents and its layout. How to link PDFs and other documents Files such as PDFs, Word documents, and Excel files are not uploaded through Cascade because the system is not meant to store massive amounts of documents. If you need to link to one of these you will need to save the PDF in the proper folder on the X: drive and notify someone in the Communications office that you need to link a PDF. Public site 1. Save the document in the correct folder in here: X:\DKT\Communications\Website\pdfs a. msu-way Everything linked under /about/initiatives/msu-way b. reports Everything linked under /resources/reports c. user-guides Everything linked from /resources/user-guides d. main pdfs folder Everything else on the public site 2. Main PDFs folder a. Rename the PDFs as follows: i. File name will be in all lower-case letters and numbers with hyphens between each term. ii. The file name will contain the following elements: 13 1. General section of website: a. about b. business-partners c. construction d. green e. resources f. services 2. Name of sub-page or area (if applicable) 3. Title of document or description of document iii. Examples: 1. about-new-organization-town-hall-presentation-external.pdf 2. construction-cj-presentation-buildings-impacted-january-2012.pdf 3. construction-cj-presentation-november-8-2012.pdf 4. green-practices-energy-conscious-lighting-april-19-12.pdf 5. resources-building-contacts.pdf 6. services-events-5k-east-standard-route.pdf b. The name of the PDF will become the last part of the URL. Unfortunately, you cannot select these PDFs from a list in Cascade, but links to these PDFs will be as follows: i. http://ipf.msu.edu/_files/pdfs/name-of-doc.pdf 3. Sub-folders a. Rename the PDFs as follows: i. File name will be in all lower-case letters and numbers with hyphens between each term. ii. Files in msu-way will be named according to the type of committee or meeting and the date. 1. Examples: a. committee-1-08-01-12.pdf b. committee-2-12-20-11.pdf c. committee-3-sparty-squad-03-08-2012.pdf d. steering-07-28-11.pdf e. steering-supplemental-paoc-project-06-23-11.pdf f. supporting-retrospective-summary-08-12.pdf 2. The name of the PDF will become the last part of the URL. Unfortunately, you cannot select these PDFs from a list in Cascade, but links to these PDFs will be as follows: http://ipf.msu.edu/_files/pdfs/msu-way/name-of-doc.pdf iii. Files in reports will be named according to the type of report and the date. NOTE: These will be transferred to Meridian soon. 1. Examples: a. facilities-and-infrastructure-report-2009.pdf b. water-quality-report-2011.pdf 14 2. The name of the PDF will become the last part of the URL. Unfortunately, you cannot select these PDFs from a list in Cascade, but links to these PDFs will be as follows: http://ipf.msu.edu/_files/pdfs/reports/name-of-doc.pdf iv. Files in user-guides will be named by formatting the title to be web-friendly. 1. Examples: a. 9611G-ip-telephone-guide-may-2012.pdf b. avaya-ec-500-marketing-2011.pdf c. starplusdigital-1428-2856.pdf 2. The name of the PDF will become the last part of the URL. Unfortunately, you cannot select these PDFs from a list in Cascade, but links to these PDFs will be as follows: http://ipf.msu.edu/_files/pdfs/user-guides/name-of-doc.pdf Intranet 1. Save the document in the correct folder in here: X:\DKT\Communications\Website\intranet-uploads a. communications everything that lives in the Communications area b. csn everything that lives in the CSN area c. custodial everything that lives in the Custodial area d. hr everything that lives in the HR area e. main intranet-uploads folder everything else on the Hub 2. Main intranet-uploads folder a. Rename the documents as follows: i. File name will be in all lower-case letters and numbers with hyphens between each term. ii. The file name will describe the type of document as well as the date of creation. 1. Examples: a. annual-plan-accomplishments-2010-2011-major-accomplishments.pdf b. annual-plan-goal-2005-2006-annual-plan.pdf c. annual-reports-PP-1969-1970.pdf d. montly-report-2011-november.pdf b. The name of the document will become the last part of the URL. Unfortunately, you cannot select these from a list in Cascade, but links to them will be as follows. i. http://ipf.msu.edu/_files/intranet-uploads/name-of-doc.pdf ii. http://ipf.msu.edu/_files/intranet-uploads/name-of-doc.docx c. NOTE: Be sure to include the correct file extension in the link, or the link will not work. 3. Communications folder a. Rename the documents as follows: 15 i. File name will be in all lower-case letters and numbers with hyphens between each term. ii. The file name will describe the type of document, other identifying details and the date if applicable. 1. Examples: a. alerts-fire-alarm-testing-template.dotx b. desktop-background-green-1080x720.jpg c. facilities-focus-november-december-2011.pdf d. letterhead-land-management.dotx e. memo-transportation-services.dotx b. The name of the document will become the last part of the URL. Unfortunately, you cannot select these from a list in Cascade, but links to them will be as follows. i. http://ipf.msu.edu/_files/intranet-uploads/communications/name-of-doc.pdf ii. http://ipf.msu.edu/_files/intranet-uploads/communications/name-of-doc.dotx c. NOTE: Be sure to include the correct file extension in the link, or the link will not work. 4. CSN folder a. Rename the documents as follows: i. File name will be in all lower-case letters and numbers with hyphens between each term. ii. The file name will be a web-friendly version of the document title. 1. Examples: a. acceptable-use-policy.pdf b. sapgui-access.pdf b. The name of the document will become the last part of the URL. Unfortunately, you cannot select these from a list in Cascade, but links to them will be as follows. i. http://ipf.msu.edu/_files/intranet-uploads/csn/name-of-doc.pdf c. NOTE: Be sure to include the correct file extension in the link, or the link will not work. 5. Custodial folder a. Rename the documents as follows: i. File name will be in all lower-case letters and numbers with hyphens between each term. ii. If the file is linked from the MSDS page, its file name will be “msds-“ followed by a webfriendly version of the document title. 1. Examples: a. msds-cirto-shield-furniture-polish.pdf b. msds-control-plus.pdf iii. If the file is any other, its file name will be “main-“ followed by a web-friendly version of the document title. 1. Examples: 16 a. main-micro-fiber-laundry-form.pdf b. main-Waterless-0105-Maintenance-Instructions.pdf b. The name of the document will become the last part of the URL. Unfortunately, you cannot select these from a list in Cascade, but links to them will be as follows. i. http://ipf.msu.edu/_files/intranet-uploads/custodial/name-of-doc.pdf c. NOTE: Be sure to include the correct file extension in the link, or the link will not work. 6. HR folder a. Rename the documents as follows: i. File name will be in all lower-case letters and numbers with hyphens between each term. 1. Examples: a. authorization-to-invoice-msu.pdf b. counseling-letter-attendance.docx c. strength-reports-12-31-97.pdf b. The name of the document will become the last part of the URL. Unfortunately, you cannot select these from a list in Cascade, but links to them will be as follows. i. http://ipf.msu.edu/_files/intranet-uploads/hr/name-of-doc.pdf ii. http://ipf.msu.edu/_files/intranet-uploads/hr/name-of-doc.docx c. NOTE: Be sure to include the correct file extension in the link, or the link will not work. 17 Alerts IPF regularly publicizes the following types of alerts: • • • • • Utility alerts o Water: water-shutdown o Steam: steam-shutdown o Electrical: electrical-shutdown o Red water alert: red-water-alert Construction o Construction notice: construction-notice o Road closure: road-closure Cable TV maintenance: cable-tv-maintenance Telephone–PBX maintenance or Telephone–other maintenance: telephone-maintenance Building maintenance alert (catch-all) o Asbestos abatement: asbestos-abatement o Masonry inspections: masonry-inspections o Fire alarm testing: fire-alarm-testing o Emergency generator testing: generator-testing The alerts generally relate to one area of campus. Since there will be many of similar types of alerts, each alert will include the date and building in the system name and avoid duplicates in Cascade. See below. Procedure 1. Alerts are e-mailed to the IPF Communications inbox. The alerts might sit in the inbox or they might be moved to the “Alerts” sub-folder. Please check both. 2. In Cascade, select the “alerts” folder inside the “/news” folder. 3. On the blue toolbar at the top, select “New Alert.” 4. Fill in the fields as follows: a. “System name” (URL) i. All lower-case letters and numbers with hyphens between each term ii. When including the location, use the shortest term that will still let the contributors what the location is. 1. Do not include the terms “hall,” “building” or “field” in the system name. 2. If an alert affects several buildings, it is appropriate to put “campus” or the neighborhood name “west-circle.” iii. Convention: type-date-location 1. The order of elements is important. It ensures that each type of alert will display in numerical order in Cascade. b. c. d. e. f. g. h. iv. Examples: 1. electrical-shutdown-112113-brody 2. fire-alarm-062313-anthony 3. generator-081213-union 4. cable-tv-101113-campus 5. water-shutdown-090313-ramp5 Display name, Title and Alert Title: i. Use sentence casing. Capitalize the first letter of the first word, but lowercase everything else. Exception: Cable TV. ii. Only include the type of alert in the title. 1. Utility shutdown 2. Fire alarm testing 3. Emergency generator testing 4. Cable TV maintenance Summary: i. Do not include the location, date, or time, as these will be entered in other fields. ii. Write a sentence describing what will occur in active voice. 1. Good: “Infrastructure Planning and Facilities and its contractors will shut down the water supply serving Ramp 5.” 2. Bad: “Infrastructure Planning and Facilities and their contractors will be performing a shutdown of the water supply serving Ramp 5.” iii. Follow the office writing style guide. Start Date and End Date (metadata): i. Start date is the current day and time you are entering the information into Cascade. ii. End date and time is when the alert will end Start Date for Alert and End Date for Alert: i. Start date is when the activity will begin to take effect. ii. End date is when the activity will cease to take effect. Location: i. Use sentence casing ii. Include the work “Building,” “Hall,” “Complex,” etc. 1. Brody Complex 2. Bessey Hall iii. If it is a parking ramp, include the common name of the parking ramp followed by the numerical version 1. Communication Arts Ramp (Ramp 5) Category: Use the designations in the above list to choose the correct category. If it is not listed above, choose “Building maintenance” as a catch-all. Body text i. Follow the IPF Comm office alerts template to style the text correctly. ii. Also follow the office writing style guide for formatting, punctuation, etc. Cascade cable TV service page workaround The service pages for cable television include a special dynamic callout box for cable alerts. This custom-made box is unfortunately not compatible with other link list callout boxes on the pages on which it appears. If both are used, the cable alerts box will override the other and appear duplicated. Therefore, do not use the link list callout type on these pages; use the text ones instead. 1. Select the “cable-tv” folder under the “services” folder. 2. On the blue toolbar at the top, select “New Content page.” (Note: the index page of this folder is the only one that uses the “Service description” page type, so it appears in the service guide list.) 3. You will see the following elements in the editor screen: a. System name: i. All lower-case letters and numbers with hyphens between each term ii. Use the display name with all terms (including conjunctions), but lower-case them and put hyphens between. Do not include punctuation such as parenthesis. 1. “Bicycle repair, maintenance and rental” becomes bicyclerepair-maintenance-and-rental 2. “EC-500 Extension to Cellular” becomes e-500-extension-tocellular 3. “Heating and cooling (HVAC)” becomes heating-and-coolinghvac b. Display name, Title and Page Heading: i. Use the full or abbreviated title of the service in sentence casing. ii. Example: “Heating and cooling (HVAC)” iii. Note: When IPF writers and editors are creating service pages, be sure to check the website first and make sure that a duplicate service does not already exist or a service page that just needs more detail to be added to it. c. Metadata Summary: This will appear as the description beneath the search result. Write a brief sentence describing the content on the page. d. Feature photo: Ignore this unless a photo is specifically given to you to go with a page. (Example: http://ipf.msu.edu/services/cable-tv/radio-frequencyleaks.html) e. Main content: See the writing-style guidelines below for formatting this text. Remember to include hyperlinks to everything you can. f. Callout boxes: i. Callouts Dynamic: using the search tool, select the cable alerts box (_common/callouts-dynamic/alerts-cable-tv/) ii. Callouts Buttons: Ignore this for the cable section. iii. Callouts Link Lists: DO NOT USE THIS in conjunction with the cable alerts dynamic callout. Instead, use a text callout to include related links. iv. Callouts Text: Add additional blurbs of information that customers should notice as well as related content. 1. http://ipf.msu.edu/services/cable-tv/index.html 2. http://ipf.msu.edu/services/cable-tv/students.html Events This process is a little different than other sections of the website. Instead of creating pages for these, you will create Event blocks. 1. In Cascade, select the “events-blocks” folder inside the “_common” folder. 2. On the blue toolbar at the top, select “New Event” (with a Lego icon beside). 3. Find and fill in all pieces of information. a. System name: Format is “event-name-all-lowercase-with-hyphens.” b. Start Date and End Date (metadata): The start date is the current day and time. This should pre-fill. The end date will be the same date and time that the actual event ends. c. Event Title: Use sentence casing d. Start Date/End Date for Event: Literal times the events or activity begins and ends. e. Location: Use sentence casing. If this is a location in a campus building, write the building name first followed by a comma and “Room XXX.” f. Short Description of Event: Write a few sentences. g. Event link: You only need to include a URL if there is another web page that has information about the event like a CJ page or a page on the Hidden Lake Gardens website. Features 1. Select the “Features” folder under “/news/features” 2. On the blue toolbar at the top, select “New Feature.” 3. You will see the following elements in the editor screen: a. System name: i. All lower-case letters and numbers with hyphens between each term ii. Use the display name with all terms (including conjunctions), but lower-case them and put hyphens between. 1. Example: msu-employee-leads-students-to-take-first-placein-national-competition 2. “Green practices: EPA grant gives MSU diesel oxidation catalysts” becomes “epa-grant-gives-msu-diesel-oxidationcatalysts” 3. “Resourceful renovations focus on space economy, green efforts” becomes “resourceful-renovations-focus-on-spaceeconomy” iii. Try to use a marketing-friendly length. For a story title such as “Going the extra mile: Customer service is key to project success,” the URL should be shortened to just five or six words as the file extension. For example, “/news/features/customer-service-is-key-to-projectsuccess.” b. Display name, Title and Page Heading: i. Use the full or abbreviated title of the story. ii. Example: “MSU employee leads students to take first place in national competition” iii. Note: The “Display name” and “Title” fields may be an abbreviated version of the display name/page heading if spacing or alignment is an issue on some pages. iv. Another note: When IPF writers and editors are composing feature stories, be sure to check the website first and make sure that a duplicate title does not already exist. c. Summary: This will appear next to the thumbnail image in the list. Write this in complete sentences. It should only be a sentence or two long hitting the main point of the story. d. Start Date and End Date: The start date should be the current day you are making the page. Leave the end date blank unless otherwise directed. e. Feature photo: Remember to select both the large photo and the thumbnail. f. Categories: Check the ones that apply to the feature. g. Common tags: Select the ones that apply to the story h. Manual tags: Add terms separated by commas that also appear in the story and that users might search for to find the content. Tweetable content: The information written here will produce a pre-written tweet when users click the “Tweet this” button. The field is limited to 116 characters including spaces, the maximum amount that still allows room for a link. Include quotation marks if the phrase is a quote. j. Main content: See the writing-style guidelines below for formatting this text. Remember to include hyperlinks to everything you can. k. Related pages: If there is information on the IPF website or another feature story that relates to the content of the article, select those pages to be included in the “Related pages” box. l. Callout boxes: If there is a list of names to include, use a text callout box and fill it with a bulleted list. If are resources that lead to an external website that need a descriptive blurb under the link, use a text callout box. If there is a collection of links that do not need descriptive text, use a link list. i. Intranet features • Features: Like the section on the public site, these will closely follow the story titles with some slight adjustments for length and conciseness. o “Breaking news: Flinn named VP for Strategic Infrastructure Planning and Facilities” becomes “flinn-named-vp-for-strategic-infrastructure-planning-andfacilities” o “Awarding decades of service at Michigan State University” becomes “awardingdecades-of-service-at-michigan-state-university” o “Custodial Service Awards: celebrating Phys Plant employees” becomes “custodial-service-awards-celebrating-phys-plant-employees” Hub Intranet features 1. Select the “Features” folder under “hub/news/features” 2. On the blue toolbar at the top, select “New Intranet - Feature.” 3. You will see the following elements in the editor screen: a. System name: i. All lower-case letters and numbers with hyphens between each term ii. Use the display name with all terms (including conjunctions), but lower-case them and put hyphens between. Examples: 1. “Breaking news: Flinn named VP for Strategic Infrastructure Planning and Facilities” becomes “flinn-named-vp-forstrategic-infrastructure-planning-and-facilities” 2. “Awarding decades of service at Michigan State University” becomes “awarding-decades-of-service-at-michigan-stateuniversity” iii. Try to use a marketing-friendly length. For a story title such as “Going the extra mile: Customer service is key to project success,” the URL should be shortened to just five or six words as the file extension. For example, “/news/features/customer-service-is-key-to-projectsuccess.” b. Display name, Title and Page Heading: i. Use the full or abbreviated title of the story. ii. Example: “Awarding decades of service at Michigan State University” iii. Note: The “Display name” and “Title” fields may be an abbreviated version of the display name/page heading if spacing or alignment is an issue on some pages. iv. Another note: When IPF writers and editors are composing feature stories, be sure to check the website first and make sure that a duplicate title does not already exist. c. Summary: This will appear next to the thumbnail image in the list. Write this in complete sentences. Should only be a sentence or two long hitting the main point of the story. d. Start Date and End Date: The start date should be the current day you are making the page. Leave the end date blank unless otherwise directed. e. Image: Remember to select both the large photo and the thumbnail. f. Categories: Check the ones that apply to the feature. g. Common tags: Select the ones that apply to the story h. Manual tags: Add terms separated by commas that also appear in the story and that users might search for to find the content. Main content: See the writing-style guidelines below for formatting this text. Remember to include hyperlinks to everything you can. j. Related pages: If there is information on the IPF website or another feature story that relates to the content of the article, select those pages to be included in the “Related pages” box. k. Photo gallery: Select photos to create a gallery at the bottom of the page you are trying to create. l. Callout boxes: If there is a list of names to include, use a text callout box and fill it with a bulleted list. If are resources that lead to an external website that need a descriptive blurb under the link, use a text callout box. If there is a collection of links that do not need descriptive text, use a link list. i. Intranet events This process is a little different than other sections of the website. Instead of creating pages for these, you will create Event blocks. 1. In Cascade, select the “events-blocks” folder inside the “_common” folder. 2. On the blue toolbar at the top, select “New Event” (with a Lego icon beside). 3. Find and fill in all pieces of information. a. System name: Format is “event-name-all-lowercase-with-hyphens.” b. Start Date and End Date (metadata): The start date is the current day and time. The start date will pre-fill, but you likely do not want to use this date. If you insert an event between two existing events (Example: a Nov. 27 payday that falls between the Nov. 15 payday and the Dec. 13 payday), you will need to set the metadata Start Date between the Start Dates of the other two. (This ensures that events show up correctly on the Hub home page.) The end date will be the same date and time that the actual event ends. c. Event Title: Use sentence casing d. Start Date/End Date for Event: Literal times the events or activity begins and ends. e. Location: Use sentence casing. If this is a location in a campus building, write the building name first followed by a comma and “Room XXX.” f. Short Description of Event: Write a few sentences. g. Event link: You only need to include a URL if there is another web page that has information about the event like a CJ page or a page on the Hidden Lake Gardens website. Announcements (Intranet alerts) 1. In Cascade, select the “announcements” folder inside the “/hub/news” folder. 2. On the blue toolbar at the top, select “New Intranet – Announcement.” 3. Fill in the fields as follows: a. “System name” (URL) i. All lower-case letters and numbers with hyphens between each term ii. Use the display name with all terms (including conjunctions), but lower-case them and put hyphens between. iii. Example: “‘Food for Thought’ truck at IPF building” becomes food-truck-visit b. Display name, Title and Announcement Title: i. Use sentence casing. ii. Note: The “Display name” and “Title” fields may be an abbreviated version of the display name/page heading if spacing or alignment is an issue on some pages. c. Summary: Write this in a complete sentence that summarizes the main point of the announcement. This will show up on the home page of the Hub and in the announcements feed. d. Start Date and End Date (metadata): Start date is the current day and time you are entering the information into Cascade. Enter an end date if the announcement is temporal (such as the food truck visiting) and it should disappear after a set period of time. e. Location: Include only if the announcement is for an activity that happens at a certain time. f. Full Alert Details: Write the announcement body text here. Follow the office style guide. Committees pages or Resources pages 1. Cascade is set up with a folder structure. If you wish to create a sub-page for a section in the Hub committees section (“/hub/committees”) or Hub resources (“/hub/resources”), there must be a folder for that section in Cascade. a. For the areas that already have sub-folders (all in “/hub/committees,” some in “/hub/resources.”) i. Select that folder. Example: /hub/resources/computer-systems-and-networking ii. On the blue toolbar at the top, select “New Intranet – Content Page.” b. For the areas in /resources that are only a page, you will need to create a folder. For this example, we will use “maintenance” as an example. i. Highlight the “/hub/resources” folder ii. On the blue toolbar at the top, select “New Default Folder.” 1. The system name should be the name of the area/old page. In this case: maintenance. iii. iv. v. vi. a. Note: This will be a duplicate name at first and a number “1” will be added to the end when you submit it. Do not worry. You will fix it in another step. 2. The Display Name should be sentence casing like the old page. In this case: Maintenance Select the old page (blue icon) and click on “Move/Rename.” 1. Change the System name to “index.” 2. Change the parent folder to be the new folder you just created (in this case, “maintenance1.”) 3. Make sure that the “Unpublish content” box is checked. It should be selected by default. 4. Submit the page. Change the name of the folder you just created to remove the “1” at the end and submit it. Now it is time to add sub-pages. Select the new folder again. On the blue toolbar at the top, select “New Intranet – Content Page.” 1. You will see the following elements in the editor screen: a. System name: All lower-case letters and numbers with hyphens between each term. b. Display name, Title and Page Heading: Capitalize the first word and lowercase subsequent words unless they are proper nouns. c. Summary: Enter one to two full sentences describing what’s on the page. d. Image: Follow the image-uploading guidelines. e. Main content: See the writing-style guidelines below for formatting this text. Remember to include hyperlinks to everything you can. f. Callout boxes: If you have content that you want to emphasize for readers, select either the “Link Lists” callout or the “Text callout” depending on what best fits your content. A collection of related links would use a link list. A short paragraph or a list of items with longer descriptions would use the text callout. Job posting form instructions | Hub link (PDF) | Contact: Hollyce Balentine, hbalentine@ipf.msu.edu 1 Job posting form instructions | Hub link (PDF) | Contact: Hollyce Balentine, hbalentine@ipf.msu.edu 2 Job posting form instructions | Hub link (PDF) | Contact: Hollyce Balentine, hbalentine@ipf.msu.edu 3 Job posting form instructions | Hub link (PDF) | Contact: Hollyce Balentine, hbalentine@ipf.msu.edu 4 Job posting form instructions | Hub link (PDF) | Contact: Hollyce Balentine, hbalentine@ipf.msu.edu 5 Job posting form instructions | Hub link (PDF) | Contact: Hollyce Balentine, hbalentine@ipf.msu.edu 6 HOW TO ADD YOUR DEPARTMENT’S MAILBOX TO YOUR PROFILE As the delegate, do the following in Outlook: 1. Click the File tab. 2. Click Account Settings, and then click Account Settings. Job posting form instructions | Hub link (PDF) | Contact: Hollyce Balentine, hbalentine@ipf.msu.edu 7 3. On the E-mail tab, in the list, click the Exchange account type, and then click Change. Job posting form instructions | Hub link (PDF) | Contact: Hollyce Balentine, hbalentine@ipf.msu.edu 8 4. Then click More Settings 5. On the Advanced tab, under Open these additional mailboxes, click Add, and then enter the mailbox name of the person whose mailbox you want to add to your user profile. Job posting form instructions | Hub link (PDF) | Contact: Hollyce Balentine, hbalentine@ipf.msu.edu 9 This is a reminder to regularly check your departmental e-mail accounts, especially when you have a temporary job posting online. Here are the e-mail addresses used with the form: Administration: administration@ipf.msu.edu Commissioning: commissioning@ipf.msu.edu Communications: communications@ipf.msu.edu Custodial: custodial@ipf.msu.edu CPA: senecal@cpa.msu.edu Energy and Environment: administration@ipf.msu.edu Engineering and Architectural Services: eas@ipf.msu.edu Landscape Services: landscapeservices@ipf.msu.edu Maintenance: maintenance@ipf.msu.edu Materials and Logistics: materials@ipf.msu.edu Power and Water: powerwater@ipf.msu.edu Safety: administration@ipf.msu.edu Support Services: ipfss@ipf.msu.edu Sustainability: desprez@msu.edu Telecommunication: telecommunications@ipf.msu.edu Transportation: mpool@ipf.msu.edu Job posting form instructions | Hub link (PDF) | Contact: Hollyce Balentine, hbalentine@ipf.msu.edu 10 POSTING A STUDENT POSITION TO MY SPARTAN CAREER: Registering as an Employer with My Spartan Career: Dear Jenni McManus, Access: www.myspartancareer.com Once you have registered for an account through My Spartan Career using your departmental email, you will receive a verification e-mail which will allow you to access your profile and post a position. You will receive a notification via e-mail with your account information. You must resubmit your password in order to access your account. To the right is a sample registration e-mail. Posting a Student Position on My Spartan Career: 1. Go to www.myspartancareer.com and click on the EMPLOYERS button. Welcome to MySpartanCareer! I am pleased to inform you that your registration has been processed and your account is now active. Please note that posting all jobs and internships is a FREE service! Please point your web browser to: http://msu-csm.symplicity.com/employers Your username and password are as follows: Username: hr@pplant.msu.edu Password: XXXXXXX With your account, you can post jobs and internships to our students and alumni by following the instructions below: 1-Go to http://msu-csm.symplicity.com/employers 2-Enter your username (email) & password on (Login screen page) 3-You are now on your HOME PAGE 4-Click "jobs" on the top menu bar 5-Click on ADD NEW button on the next screen page 6-Enter your job and or internship and click SUBMIT! *If you wish to customize your password, log into your account and select the "Account" tab. Your account allows you to participate in other employer services! Go to "Quick Links" on your HOME PAGE to select your employer service. Or, you can select your employer service from the top menu bar of your HOME PAGE by following the instructions below: 1-Go to your HOME PAGE 2-Go to top menu bar of your HOME PAGE 3-At the top menu bar, CLICK... "events" to register for Job and Internship Fairs, and "on-campus recruiting (OCR)" to request dates for campus visits. If you need further assistance, please feel free to contact Naomi Lilly at hireaspartan@csp.msu.edu or call (517) 884-1300. Thank you for choosing MSU for your recruiting needs. 2. Once the EMPLOYERS button is clicked, you will be directed to the login screen. 3. Enter your user e-mail (departmental e-mail) and Job posting form instructions | Hub link (PDF) | Contact: Hollyce Balentine, hbalentine@ipf.msu.edu 11 password. 4. By entering your user e-mail and password information, you will have access to your profile and home screen. To post a new position, you will need to click on the JOBS tab. 5. In the JOBS tab, click on the +ADD NEW button to post a student position. The JOBS tab is where you will find all of the positions that you have actively posted, where you can edit/delete postings, and add new job postings. 6. Once you have clicked the +ADD NEW button, you will be able to fill out a new job positing. Be sure to carefully fill out all of the fields in order to have an accurate job positing. 7. Be sure to make note of the Posting ID number once you have finished- this will be used later. Job posting form instructions | Hub link (PDF) | Contact: Hollyce Balentine, hbalentine@ipf.msu.edu 12 Job posting form instructions | Hub link (PDF) | Contact: Hollyce Balentine, hbalentine@ipf.msu.edu 13 Projects 1. Select the “Construction Projects” folder. 2. On the blue toolbar at the top, select “New Project.” 3. Fill in the fields with the appropriate information. a. System name i. All lower-case letters and numbers with hyphens between each term ii. System name will reflect location name and detail of the activity to differentiate. 1. Clinical Center - C-Wing HVAC Renovation and Procedure Space Addition No. 1; clinical-center-c-wing-hvac-renovationand-procedure-space-addition-no-1 2. Clinical Center - Replace Fire Alarm System; clinical-centerfire-alarm iii. For high-profile projects that will have other associated materials such as CJ meeting minutes, FAQ pages or special presentations, a folder should be created in Cascade for the project. The system name for the folder will follow the above naming convention and the first page in the folder will be “index.” Other pages will be created within this folder. iv. For multi-phase projects, add a number as a suffix. Example: archived Brody projects. 1. Brody Complex Utilities Phase I= “brody-utilities-phase-1” 2. Brody Complex Utilities Phase II= “brody-utilities-phase-2” 3. Brody Complex Utilities Phase III= “brody-utilities-phase-3” 4. Brody Hall Renovation= “brody-renovation” b. Display name, Title and Page Heading: Use the BOT title (check SKIRE). If the title is ridiculously long, work with KZ to revise. c. Summary: Write two to three complete sentences hitting main point of the project. d. Start date/end date: The start date should be the day you create the page. Leave the end date blank for now. When low-profile projects are moved to the “Archived” phase, an end date should be entered for one year after that day. e. Project Phase: Select the phase that applies to this project. f. Photos, photo caption, photo gallery: Follow instructions in the pagecreation procedures. g. Project Details: Main content goes in the large editor screen. Refer to the construction project-page content procedure for specific guidelines. h. CP number: Type the number complete with the “CP” in front of it in the box. i. Callout box: i. Link CJ presentation PDFs in the sidebar on the page. The link to these PDFs will be http://ipf.msu.edu/_files/pdfs/construction-cjpresentation-month-dd-yyyy.pdf ii. Link water quality reports in the sidebars on the pages if they apply to the project. The link to these PDFs will be http://ipf.msu.edu/_files/pdfs/reports/water-quality-reportyyyy.pdf Service description Note: for Cable TV service pages, the callout instructions are a bit different. See “Cable TV workaround” in the Cascade page-creation procedures folder. 1. Select the “Services” folder under the base folder. 2. On the blue toolbar at the top, select “New Service Description.” 3. You will see the following elements in the editor screen: a. System name: i. All lower-case letters and numbers with hyphens between each term ii. Use the display name with all terms (including conjunctions), but lower-case them and put hyphens between. Do not include punctuation such as parenthesis. 1. “Bicycle repair, maintenance and rental” becomes bicyclerepair-maintenance-and-rental 2. “EC-500 Extension to Cellular” becomes e-500-extension-tocellular 3. “Heating and cooling (HVAC)” becomes heating-and-coolinghvac b. Display name, Title and Page Heading: i. Use the full or abbreviated title of the service in sentence casing. ii. Example: “Heating and cooling (HVAC)” iii. Note: When IPF writers and editors are creating service pages, be sure to check the website first and make sure that a duplicate service does not already exist or a service page that just needs more detail to be added to it. c. Categories: Select one that best fits the service. d. Tags: Add terms separated by commas that users might use to find the service, even if those terms do not appear on the page. The service guide filtering mechanism will use these to find the service. i. Example: the interior design page contains the following tags: “interior design, design, move management, building, renovation, renovating, upgrade, carpet, window treatment, blinds, furnishings, furniture, signage” e. Service Summary: This will appear in the service guide list. This can be a list of phrases separated by semicolons. Include just a few lines. f. Service Detail: See the writing-style guidelines below for formatting this text. Remember to include hyperlinks to everything you can. g. Feature photo: Remember to select both the large photo and the thumbnail. h. Photo gallery: Select photos to create a gallery at the bottom of the page you are trying to create. i. Callout boxes: i. Callouts Dynamic 1. If you are creating a service that relates to Telecom, select the “telecom-chat” dynamic callout. Otherwise ignore this category. ii. Callouts Buttons: For most pages, select the Request Service button, “_common/callouts-buttons/request-service,” for service pages. 1. For Be Spartan Green services, please select “_common/callouts-buttons/sustainability-request.” 2. For services in the “Transportation” category as well as the Indoor events and Outdoor events pages, do not select anything. Please ask a Comm office full-timer. iii. Callouts Link Lists: Some IPF services might have related websites or resources that should be easily-accessible. Examples: 1. http://ipf.msu.edu/services/interior-design.html 2. http://ipf.msu.edu/services/surplus-and-resale.html iv. Callouts Text: Some IPF services pages might need certain blurbs of information to stick out to customers. In these instances, place it in a text callout box. 1. http://ipf.msu.edu/services/events-indoor.html Staff blocks (main contacts) 1. If you need to add a new contact to the staff listing on the public site, the process is a little different than making pages for the other sites. Instead of creating pages for these, you will create staff blocks. 2. In Cascade, select the “staff-blocks” folder inside the “_common” folder. 3. Go to “New” and select “Staff profile” (with a Lego icon beside). 4. Find and fill in all pieces of information. a. System name: Format is “lastname-firstname” with all lowercase letters and a hyphen between. b. Department: Select the department name from the list. c. First and Last Name: Triple-check name spellings. d. Phone: The phone number should be formatted including the full area code and hyphens between the second and third chunks. Do not bold the 5-digit MSU extension. Example: (517) 555-5555. e. E-mail Address: Use the person’s IPF e-mail address if possible. f. Title: Capitalize all words in the title. Suggestions (MSU Way) 1. In Cascade, select the “suggestions” folder in the “About InitiativesMSU Way Inputs” folder. 2. On the blue toolbar at the top, select “New Suggestion.” 3. Fill in all of the fields in the editor screen: a. System name: The word “suggestion,” hyphen and the number following the most recent suggestion. “suggestion-1,” “suggestion-74,” “suggestion-123,” etc. b. Display name, Title and Page Heading: “Suggestion 1,” “Suggestion 2,” “Suggestion 45,” etc. c. Category: Choose one from the following: i. Departments ii. Customer communication iii. Internal communication iv. Organization/ efficiency v. Customer service d. Summary: The first sentence (or two if short) of the suggestion. i. Main Content: Contains all body text, including the “Feedback” portion. Format the text according to other examples in the site: http://ipf.msu.edu/about/initiatives/msuway/inputs/suggestions/suggestion-05.html ii. The word “Feedback” should be a Header 2. e. No callouts or feature photos for these. SEO guidelines for web pages Following these guidelines will make it easier for search engines, and thus people, to find our content! Key rule: Text must be optimized for people first, search engines second. See the research behind these decisions here: X:\DKT\Communications\Website\Redesign materials\Resources and Research\SEO\ Optimizing content during page creation 1. For text content, include the keyword(s) in the following places: a. Meta title tag <title>— close to the beginning of the tag. 94% of participants of one source said that the title tag was the most important keyword placement for high rankings. b. Headers (or in our case, page title)—<h1> is like the headline of a newspaper. “Backpacking tours in California, provided by Backpack Cal.” c. Body text— 1 to 3 times (including variations) on page, depending on page length. Include one near the very top of the page. (Should naturally happen if the content is fresh and relevant). d. URL— As concise as reasonably possible, but contains useful information. Use hyphens! e. Meta description tag— Use keyword phrase once here. <meta name= “description” content= “learn more about backpacking in in California”> f. http://www.seomoz.org/beginners-guide-to-seo/basics-of-search-engine-friendly-design-anddevelopment 2. For text content, include the keyword(s) in the following places: a. Alt tags on images—at least once in the alt tag of an image on the page. Alt tags are not just a list of keywords; they should be specific and in full sentences. b. Text surrounding the non-text elements— to describe what it is about: text titles under images; text titles for image carousels; transcripts for audio files. c. Videos— i. Code that embeds video can include special markup that provides rich metadata to help a search engine find a video. ii. Video sitemap file; text file that uses specific video tags For more tips on page-naming, see the page-creation guidelines. How to restore assets from the Recycle Bin 1. Access your Recycle Bin from the “Home” dashboard, either by clicking the tab at the top or the title link. 2. Your Recycle Bin will look similar to this: 3. You can only see items in your Recycle Bin that you personally have deleted. Publishers: if you are looking for an asset that a contributor might have accidentally deleted, that user will have to log in as his or herself and restore the asset from his or her account. 4. To restore an asset, click the green circley-arrow in the “Actions” column. The asset will be restored to its original location (see the “Original Location” column). 5. Note that items in the Recycle Bin are completely deleted after 15 days, so there is a little bit of buffer room if you so not notice that something is missing right away. 1 Workflow how-to in Cascade Most pages When you create or edit a page, you will see a screen similar to the following when you submit it: 1. For the “Workflow Name,” please name the page with come clearly identifying terms in all lowercase letters separated by hyphens. In some cases it would be helpful to use the file path name with hyphens in-between. Examples: a. The creation of the Ron Flinn Spartan Saga feature might have been “feature-flinn-saga.” b. An edit to the Bio Engineering project page might be “construction-bio-engineering.” c. An edit to the environmental stewards page on the Hub might be “hub-committeesenvironmental.” 2. For “Comments,” please include the name of the person who you want to review the page in all caps in the comment. Example: “I capitalized ‘Transportation Services’ in the first sentence. HOLLY, please review.” Please enter even a brief note about the draft so that the approver and others that look at the workflow know what stage the draft is in or know exactly what change to look for. 3. The “Due Date” is the date that the page needs to be live on the site. Entering a date here will ensure the workflow keeps moving. Even if there is not a time-crunch for the page to be published, I recommend entering a due date of a week out just to make sure the flow gets attention. 4. Click “Submit.” 1 For most workflows, you are free to make additional edits at this point. (The “Alerts” folder is an exception; see instructions below.) You can do this by clicking the “Continue prepping” option. If you do not have additional edits, you can send it to an approver (“Ready for approval – release Owner hold”). Choose an option: You will have the option again to include comments. Please include any notes to the approver you deem necessary, including his or her name in all caps. Contributors will be all done at this point. Approvers/publishers (full-timers) will receive an e-mail notification about the submitted page and it will appear in the workflow list in your Cascade dashboards. Remember that you need to assign the workflow to yourself before taking action on it at both the approval and publishing steps. Alerts workflow instructions Contributors The alerts folder (“/news/alerts/”) is different than the rest of the site. This particular workflow is designed so that alerts will be pushed out and published on the website within a set time from when they were created, even if a publisher does not review them first. When creating alerts, when you click “Submit” you will see a workflow screen similar to other parts of the site. In the comments box, please write “TONY” in all-caps. 2 Publishers Everyone in the publisher group will receive an e-mail notification when an alert is submitted to the system. Should you choose to look at the workflow window, you will see the below. Options: 1. Do absolutely nothing. If you do nothing the alert will publish in approximately an hour from when it was submitted. 2. Assign the workflow to yourself. This means that you have ownership of the flow. If you accidentally take ownership without meaning to, do not panic. If you let it sit and the escalation time passes, it will still publish as if you had not assigned it to yourself. a. Do NOT publish now, but save content. This will do exactly as it says. Use this option if you wish to go back and make changes to the alert. (See screenshot below.) b. Approve and send to publishing. Use this option in emergency and urgent cases that need to go on the site ASAP. (See screenshot below.) 3 4
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