User Manual - University of Puget Sound
Contents
1. Archive function should be used To Archive a page the user should simply click the blue zippered folder icon in the Pages list view The page will automatically be moved to a lower portion of the page under the heading Archived Pages The page will disappear from view and access via navigation on the front end LS of 2 BigTree User Manual Later if the user wishes to Unarchive the page he or she must simply click the Unarchive icon which is the blue zippered folder with an arrow The page moves back into the list of active pages and is reinstated on the front end as visible and accessible through the navigation To completely Delete an Archived page the user should simply click the red X Delete icon As a final safety measure users are prompted with a message Are you sure you want to delete this page This data cannot be recovered You must click OK before a page is completely Deleted Users are encouraged not to delete anything when first using the BigTree CMS just archive it Moving amp Reordering Pages BigTree allows great flexibility in organizing site content Users can move pages throughout a site and reorder navigation quickly and easily To ensure site integrity BigTree automatically repairs any internal links to moved pages to reflect new page locations to eliminate broken links within your content Page moves can be simple up or down one level within the same main section or complex moved2. The drop down choices allow for the following combination searches All On This Page All On All Pages Images On This Page Images On All Pages Files On This Page Files On All Pages O O O O O O Deleting Resources Clicking the red X icon next to any item in the Resources Toolbar will delete that item This does not delete that item from the page content You must delete that separately Adding Images Like hyperlinks there are a few options you can use to add an image to the content within the WYSIWYG Note Before you upload a file please note that file names should not include spaces or 20 Rename your files before uploading if your file name contains these characters Option One o Upload an image to the Resources Toolbar or find the existing image you wish to use 19 of 21 BigTree User Manual Click the image in the toolbar list Drag and drop it to the WYSIWYG window With the image selected click the Insert Edit Image icon for more options such as image layout and text wrapping Option Two O O O O O O Upload an image to the Resources Toolbar or find the existing image you wish to use Right click the image Choose Copy Image Location from the menu Place your cursor where you d like the image to be inserted within the WYSIWYG Click the Insert Edit Image icon A dialogue box should open to the default General tab Paste the copied image URL into the Image URL field Add an i
3. All Re Order Page Name Status Archive Edit How to Apply q Live Li _ oa Funded Projects Live ods Fi Photos Live m e To go back or up a level in the navigation tree either click the browser s back button or click on the link lt Greening this will take you back to the screen listing the Greening page children Adding Pages 2 CG Users can add pages to any navigation level within their site s tree that they have permission to access by clicking the round green Add icon The icon is usually found at the top left of the page listing The text next to the icon will tell you exactly where you will be adding your new page Add New Page To Page Title The page you add will become a child or sub page of that page In this example Trails lt Parks Trails Edit This Page ORM View all Re Order Page Name Status Archive Edit Gwynns Falls Trail Live m f Jones Falls Trail Live aha i Heritage Areas Trail Live als f Herring Run Trail Live sla fd Maps of the Trails Live a f aa Events on the Trails Live als i e Click the green Add icon to Add New Page to Trails 9 of 21 e Step One Navigation Home Parks Trails Add Page Navigation Template Content SEO Navigation Title My Page URL Route leave blank to auto generate my page IW Visible In Navigation Next Step BigTree User Manual ACCeSs e Give your new page a Navigation Title This is the name that appea
4. page s next most immediate child page This is only used in very special cases Contact the Web Manager before using this option e Click the Next Step button Step Three Content Parks amp People Admin OVESWIOW FALE Fath SUFLE ADMIN Search Papena Hocme o Parks Trails Add Page Alavrpation Template Content IED Aniti Selected Template Conpenr Page Header My Page Header Page Content w B 7 UD ae mea EE 2 j e b2 2gia A ty Pam Photo Gallery w SHOW Related Pages Y SHOW Next Step Save amp Publish Save f GE B i 8 Tree ous Developed amp Designed by SS e Give your new page a Page Header that will appear at the top of the content area The Page Header uses the h1 tag in HTML another area of high value content for SEO purposes There is only one h1 tag allowed per page so make sure yours is richly descriptive Zor 2 BigTree User Manual Note Often the Navigation Title you entered on the Navigation tab the Page Title you entered on the Template tab and this Page Header entered on the Content tab are the same or similar However each serves a specific purpose so it s important to enter all three Separating these three values allows you the flexibility to enter slightly different values for these three page titles if needed e Use the WYSIWYG editor to enter the content for your new page WYSIWYGs work much like the common word processing program Microsoft Word True to its n
5. User Manual Table of Contents Getting Started Welcome to BigTree Glossary of Terms Iconography Basic Usage Overview Navigation Header Quick Links Pages Navigating Pages Adding Pages Navigation Tab Template Tab Content Tab Search Engine Optimization SEO Tab Editing Pages Archiving amp Deleting Pages Moving amp Reordering Pages Detailed Usage WYSIWYG Adding Text Text from External Sources Keystrokes amp Mouse Tricks Link Search Adding Hyperlinks Resources Toolbar Upload a New Resource Find an Existing Resource Deleting Resources Adding Images Adding Documents Notes Questions or Problems Contact the Web Manager at 253 879 2691 or bweist pugetsound edu Designed amp Developed by Fastspot 2009 BisTree O ANTND Ann Nn RANNAN Ee ee eee O OO OOO WO WONT NI DAD NW AWNn nn BN KF DO BigTree User Manual Getting Started Welcome to BigTree Your BigTree Web Content Management Solution enables you the content expert to have control over your content without requiring previous knowledge or experience with HTML Website Design or Web Management BigTree uses the Firefox Web browser interface to provide you with the flexibility of adding and updating content to your site editor on the fly via templates custom modules and a WYSIWYG editor Note that Mac users have used Safari to access BigTree with success BigTree is not a Web development or Web design tool The look feel and functional
6. a specific spot on the current document live search lIv sor ch Type of search engine where the listing of search suggestions is shown in real time as queries are entered meta description meto diskrip sh on The Meta description tag is a snippet of HTML code that belongs inside the lt Head gt lt Head gt section of a Web page The meta description tag is a concise but richly descriptive summary of your page s content It is designed to provide a brief description of your site which can be used by search engines or directories meta element met elamont Meta elements are HTML or XHTML elements used to provide structured metadata about a Web page Such elements must be placed as tags in the lt head gt section of an HTML or XHTML document Meta elements can be used to specify page description keywords and any other metadata not provided through the other head elements and attributes See meta description and meta keyword meta keyword meto k word A meta keywords tag is a brief and concise comma separated list of the most important themes on a particular Web page module majool A discrete set of functionality and presentation templates that manipulate and display data in a predefined manner e FAQs e News e Events Calendar page p j A single Web page within the site that has a unique URL A page may or may not be part of the main navigation parent page par ont paj Refers to the page directly above anoth
7. ame what you see within the editing screen is basically what you get on the front end of your site You can also paste in content from an external source e Photo Gallery gives users the option to add a photo with a caption Clicking SHOW expands the window to allow you to upload an image from your computer Note that this will allow you to enter images directly from your computer without working through the Web Manager as in the past Be aware that copyright laws are still in effect so be sure you have permissions for any image you use Users should also strive to put only good quality images on the site e Related Pages gives users the option to add link to a Related Page within the site or on an external site Clicking SHOW expands the window to allow you to enter a URL and set your new window prefe rences Photo Gallery HIDE New images will be uploaded when the page is saved Add an Image Caption Browse Add Photo Related Pages HIDE Link Title Link URL include http C New Window J Add Page e Contact Information allows you to enter information in one or two columns If you re using a template that has a wide right side column your contact information will appear in two columns as shown If you re using a template that has a narrower right side column your contact information will appear in a single column e Feature fields allow you to control the special feature box that you can add to t
8. earch engine optimization Choose your Page Type BigTree provides three types of pages to choose from you can select only one type from the three groups Page Template Module Template and Page Link o Page Templates are pre designed layouts for basic WYSIWYG driven content that give you several options for the look of a page without breaking with the conventions of your site s design You re almost always going to select one of the first two templates Content or Content Slim Lhor2l BigTree User Manual o Module Templates are templates that pull in specifically programmed data and layouts from content entered via BigTree s Modules section Most users will not need any of these mod ule templates o Page Link gives the user an option to create a page that links directly to another page For in stance if you want an item in your page s navigation box that points to a page in another area of the site you would use a Page Link E g School of Music may need link in their naviga tion about Admission that actually opens a page in the Admission site External Link A link to a page outside your section of the site or to another site al together It is recommended to have External Links open in a new window to keep users from straying too far from where they were browsing within your site If you need the link to open in the existing browser window select No from the Open New Window drop down menu Redirect Lower Link to the
9. er page in the navigation tree For example e Parent Page About Us o Child Page 1 Location 3 of 21 BigTree User Manual Child Page 2 Contact Info SEO Search Engine Optimization Search Engine Optimization is the process of improving the traffic to your site via Search Engines like Google sub page s b paj See child page upload p l d To transfer data files or programs from a local computer or device to a server WYSIWYG editor wizeewig editor What You See Is What You Get a content editing interface that allows site editors to apply advanced formatting using a Microsoft Word type menu bar This tool allows users with no HTML knowledge to edit fonts alignment hyperlinks and input images within their textual content Iconography Note that not all users will see all icons Some icons are only seen by site administrators 6 Add add a new page module entry or user Edit edit a page module entry or user Reorder drag and drop ordering of navigation x Delete delete a page module entry or user items y View All not yet available Archive remove page from navigation v1 Unarchive reinstate page into navigation Hidden page is not visible accessible via navigation View View items in a category Search signifies search field Tree Access user has access to current page and J d Approve approve a change approved content i each subsequent child pa
10. ge Blue No Sign unapprove no access not recurring White Page Icon user has access to current page only Preview view draft version of a page Deny Change deny deletes pending change Close close tool tip View Entry view changed entry P oD p 4 of 21 BigTree User Manual Basic Usage Overview Parks amp People Admin SUPER ADMIN Overview Quick Links Search for Pages that you edit a lot to add to your list Search Pages dod Quick tak Page Name Edit Delete Developed amp Designed by SS When you first log into BigTree you will see the Overview page This landing page serves as the jumping off point Navigation Parks amp People Admin OVERVIEW PAGES MODULES USERS SUPER ADMIN Search Pages q You will notice tabs at the top of the page for the Pages and Modules areas in BigTree These tabs are part of BigTree s consistent navigation they will always be present on the page for your use in navigating the site The Users and Super Admin tabs will not be seen by most users Header The header of the Overview page and each successive BigTree page will display consistent tools They are found in the upper right corner of the screen e Log out Allows users to log out of a secure session in BigTree Log out rol Y ie TT Darie R Pannia from any page e View University of Puget Sound Site Opens the front end of your site in a new browser window o qQ e Search Pa
11. ges Live search found within the navigation bar Connect Children to Nature allows the user to quickly and easily find and navigate to pages Connect to One Park within the site Contact Us gt or Zl BigTree User Manual Quick Links The Quick Links section allows the user to search and save links to frequently accessed pages Just start typing your page name in the Quick Links search field and a list of pages will appear Overview Quick Links Search for Pages that you edit a lot to add to your list con Add Quick Link Play Nature Play Connect Children to Nature Parks One Park Connect to One Park About Parks amp People Contact Us Page Name Edit Delete Clicking the green icon next to any of the resulting page links will add a Quick Link to the list on the Overview landing page That link will appear each time that user logs in for quick access to that saved page much like Favorites or Bookmarks in a Web browser Quick Links Search for Pages that you edit a lot to add to your list 6 Add Quick Link Page Name Edit Delete About Parks amp People Contact Us f x These links can be deleted by clicking the red X icon Clicking the yellow pencil icon will allow the user to edit the page 6 of 21 BigTree User Manual Pages Parks amp People Admin TIPER ADMIN fesrch Pages In this section you will be able to Add New Edit XM Delete Re O
12. ght the text you wish to link Click the Insert Edit Link icon Type or Paste the URL into the Link URL field Select the target from the Target drop down menu o Select Open in new window _blank for external links o Select Open in this window frame for internal links Give your link a title if needed in the Title field This will be visible when you hover your mouse over the link text on the front end and is a good SEO practice Click Insert to finish Notes Notes is the yellow section at the top of the Edit Page view where the site administrator may have made notes about the content on the page such as indicating that it should not be altered without permission 2 of 2
13. he top of pages using the standard templates such as Content or Content Slim You can add up to three features including title 13 of 21 BigTree User Manual limited text high quality image required and a link for additional information You can also control the color of the feature box If the feature information 1s left blank the box will not appear on your page e Step Four SEO Parks amp People Admin OVERVIEW FALI la SUFLE ADMIN Search Papena Home o Parks Trails Add Page Meta Keywords Meta Description Next Step Save amp Publish Save DETI Devel amp Designed by BigTreess mond a omionet ies e Add Meta Keywords Meta Keywords are lists of comma separated words that should be descriptive and unique to what your company is about 25 words is the recommended limit for SEO purposes but you can have as few or as many words as you like in this field Standard Keywords include your company name along with words specific to the expertise you re providing on that particular page e Add Meta Description The Meta Description is a sentence or two describing the page s content The maximum recommended number of characters for a Meta Description is 250 Rich keywords specificity to content on the page and overall readability is key for this field This is the most likely field to be displayed as a search result on both your internal site search and via search engines like Google and Yahoo It is a proven fac
14. ht Bulleted List Insert Edit Link Anchored Link Horizontal Rule Redo e To avoid strange formatting errors always try to paste plain text content into your WYSIWYG when copying and pasting e Microsoft Word Content originating from Microsoft Word can sometimes inherit formatting and styles that are not Web friendly When in doubt convert Word documents to plain text before copying and pasting directly to a WYSIWYG Option One o Open the document in Word o Goto File gt Save As o Select plain text from the Save as type drop down menu o Click Save The file will be saved with a txt extension Option Two o Open the document in Word Choose Select All Choose Copy O O O O Open TextEdit Notepad or TextPad Paste the content into the new window o Click Save The file will be saved with a txt extension e TextEdit Notepad or TextPad Content originating from these applications tend to have a txt extension and are most likely already plain text Keystrokes amp Mouse Tricks 3 Select Ctrl A PC Command A Mac Menus All Copy Edit gt Select All Mouse Right Click gt Select All Ctrl C PC Command C Mac Menus Edit gt Copy Mouse Right Click gt Copy Paste Cut Ctrl X PC Command X Mac Menus Edit gt Cut Mouse Right Click gt Cut Ctrl V PC Command V Mac Menus Edit gt Paste Mouse Right Click gt Paste 17 of 21 BigTree User Man
15. ity of your Web site is administered via templates If you would like to add new functionality to your site please contact the Web Manager Glossary of Terms cache ka sh A block of memory that is stored by your browser to help upload pages that it has already uploaded at a quicker speed You should clear your cache in case you are having problems seeing any updates you have made to your site child page ch ild paj A page that has a parent page The page below a specific page in the page tree is the child page of the page above it For example Parent Page About Us O Child Page 1 Location Child Page 2 Contact Info CMS Content Management System a system used to manage the content of a Web site content kon tent An individual piece of content displayed on the Web site It may consist of any or all of the following e Text e Images e Hyperlinks to other Web pages e Links to download files download doun ld d To transfer data files or programs from a server to a local computer or device 2 of 21 BigTree User Manual HTML Hypertext Markup Language this language is used to create World Wide Web pages with hyperlinks and markup tags for text formatting such heading styles bold italic numbered lists insertion of images etc hyperlink hipor li ng k A reference or navigation element in a document that links either to a different document possibly on a different domain or
16. mage description to the Image description field if desired The description field is often used for SEO purposes as well as accessibility purposes Add a title to the Title field if desired This will be visible when you hover your mouse over the image on the front end and is also used for SEO Click the Appearance tab to set the o Alignment o Vertical space o Horizontal space o Border o Style Click Insert to finish Adding Documents Adding links to downloadable documents is achieved through the use of the Resources Toolbar and the information you learned in the Adding Hyperlinks section Note Before you upload a file please note that file names should not include spaces or 20 Rename your files before uploading if your file name contains these characters Option One o Upload a file to the Resources Toolbar or find the existing file you wish to use o Click the file name in the toolbar list o Drag and drop it to the WYSIWYG window to create a hyperlink to the file o You are able to edit the blue link text in the WYSIWYG editor as you would any other text o With your cursor on the new link click the Insert Edit Link icon for more options such as setting the link target and title Option Two o Upload a file to the Resources Toolbar or find the existing file you wish to use o Right click the file name 20 of 21 O O O OO O BigTree User Manual Choose Copy Link Location from the menu Highli
17. nd and is a good SEO practice e Click Insert to finish Option Two o Click the HTML View icon o Find the text you wish to link o Add the link using the following format code o Internal link opening in same window lt a href http www your url com gt This is link text lt a gt o External link opening in a new window lt a href http www their url com target _blank gt This is link text lt a gt 18 of 21 BigTree User Manual o Click Update to save your changes Resources Toolbar The Resources Toolbar is a feature of BigTree that enables you to upload images and documents for use in linking and embedding in your content It is located on the right side of the page in the Edit Page view You will not see the Resources box in the Add Page view Upload a New Resource o Click the Upload New Resource button If you don t see a button contact the Web Manager o A dialogue box should open to allow you to browse your computer for files pdf doc jpg png gif xls and ppt files are supported by BigTree o Click the file you wish to upload Click the Select button The file will now appear in the toolbar o Images appear as thumbnails o Files are listed by file name Find an Existing Resource The Resources Toolbar also allows the user to search for items that may already be uploaded to the site To find an existing resource use the drop down menus below the Show heading in the toolbar
18. rder Pages E you have any quettions please wick on the question marks to pet belpful hints refer te our help seciien Main Level Navigation fudd Hew Fage To Main Level Navigalian ie View All ReOrder Page Name Malus Auchive Gi Greening Live alii Fi p Parka Live Jl i ao Piay Lhe Es Fd Lear Lhe hi fd 4 Support Live a f Hidden Pages 22 Page Name Maius Aahe di Marketplace Live a f Resuls Live a f Research amp Resources Live ede F Mews Live shi i Everts live all i About Parks amp People Live ak ff L Archived Pages Fage Name Satus lnanchae Delete Blog Anchietd iy K Ds n Developed amp Designed by ile ig Tree r D The Pages section controls the majority of the content on your Web site Pages is set up based off of the information architecture for the site which organizes your content into cascading levels of information This is also known as a navigation tree because your site s content branches out from main level or primary pages to the successive sub or child pages e Primary Main Navigation o Secondary Sub Page or Child Page Tertiary Sub Page or Child Page e Quaternary Sub Page or Child Page The Pages landing page lists the Main Level Navigation which are the primary categories under which all content in your site fall Also listed here are 7 of 21 BigTree User Manual Hidden Pages Pages not visible on the front end in the navigation but can be directly linked f
19. rom other pages in your site Archived Pages Pages that are not visible in the navigation and not live but are most likely being developed or saved for future use BigTree also provides hints and tool tips to remind users about functionality and iconography being used in certain sections Click the X in the upper right corner of the message to close it In this section you will be able to Add New Edit g Delete Re Order Pages If you have any questions please click on the question marks to get helpful hints or refer to our help section Navigating Pages Starting at the Main Navigation Level click on a page title to display its child pages Click on a child page s title to display its child pages and so on until you ve reached the page you re looking for The URLs and breadcrumb navigation on the front end of your site will give you clues to the path you need to take to find and edit a page in the CMS Example URL http www parksandpeople org greening grants how to apply Breadcrumb Navigation Home Greening Grants How to Apply To edit this page on how to apply for a grant a user would go to Pages Click Greening under Main Level Navigation Click Grants Click the Edit icon next to How to Apply 8 of 21 BigTree User Manual In this example screen we are viewing the page children of Grants lt Greening Grants Add New Page To Grants Fi Edit This Page Ap View
20. rs in the site navigation e Give your new page a custom URL Route if you want BigTree to generate the URL automatically leave the field blank It s generally recommended to let BigTree generate the URL unless you want something specific like an acronym If the generated URL is too long or cuts off in a way you dislike you can always come back in and alter the URL e Visible in Navigation is checked by default if you want your page to be excluded from display in the na vigation list on the front end uncheck this box This will make the page appear in the Hidden Pages sec tion for that level of the site e Click the Next Step button 10 of 21 BigTree User Manual Step Two Template Parks amp People Admin OW ERIEN PALE HO DULES LERE TUPE ADMIN Starch Papes a Horie Parks Trails My Page Edit Page Miglin Temp ale Cocteni SEC Access Ent Page Title map _ Pape T Parks amp People Parks Trails My Page Page Type We have 3 types of pages you can use to create your new navigation item Fiese selau ONLY ONE otvle roe ihe J types 1 Page Template fs Content 3 Content wi Mach Form 2 Module Template 0 Hes Events 3 Page Link O extemal Link Open Mew Window htp Yes E C Redirect Lower Hest Step Save amp Publish Sao Enter your Page Title As you can see from the graphic above the Page Title appears at the top of the browser window The page title is also useful for s
21. t that users are more likely to click on a properly capitalized and well punctuated sentence description rather than a string of uncapitalized keywords e Click the Save amp Publish button to make publish the new page live to your site e Click the Save button to save a draft of your new page 14 of 21 BigTree User Manual Editing Pages To edit an existing page in your site s tree navigate to the page and click its yellow pencil Edit icon Similar to adding a page the editing options for each page follow the same steps a user can change Navigation tab e Navigation Title e URL Route Template tab e Page Title e Page Type o Page Template o Module Template o Page Link Content tab e Page Header e Page Content e Photo Gallery e Related Pages SEO tab e Meta Keywords e Meta Description See the Detailed Usage section of this manual for in depth information on controlling your Page content Archiving amp Deleting Pages BigTree s system of Archiving and Deleting pages is meant to protect users from accidental content deletion It is for this reason that true deletion of pages is actually a two step process The user must first Archive the file then choose to Delete it An Archive is defined as a collection of historical documents or records BigTree s archival system serves just that purpose Ifa user wishes to remove a page of content from the front end but store it for future reference or use the
22. to an entirely different section of the site To Move a page contact the Web Manager You can Reorder how navigation is displayed on the front end by simply clicking and dragging the four arrowed Reorder icon to the left of each page title in the Pages list view Detailed Usage WYSIWYG The most common tool used to manage content in BigTree is the open WYSIWYG editor This tool is the basis of the Pages section in BigTree as it is the way you control your site s content You can find the WYSIWYG editor for your Pages in the Content tab of the Add Page or Edit Page view The WYSIWYG works like a word processing application it allows input layout and formatting of text and images to create a page in this case a Web based page instead of a printable document Adding Text Text can be added to a WYSIWYG by typing directly into a page or by copying and pasting content from another source The WYSIWYG has a toolbar with a variety of formatting options to help you quickly edit your content These controls will probably look familiar if you have ever used Microsoft Word or an e mail program like Microsoft Outlook B Z U age Format Is s s Hm i sjala 16 of 21 Icon Key B Bold HTML HTML View Align Center Align Full a Numbered List ae Remove Link Era ae Insert Edit Image 2 if Undo Helpful Hints _ _ t E BigTree User Manual Italic Align Left Align Rig
23. ual Link Search Much like the Search Pages feature in BigTree s navigation bar Link Search is a live search that allows the user to quickly and easily find pages within the site to which they want to link e Begin typing a query for the page you wish to link to e Find the item in the list of suggested pages e Drag and drop the link into the WYSIWYG to create a hyperlink to that page e You are able to edit the blue link text in the WYSIWYG editor as you would any other text e With your cursor on the new link click the Insert Edit Link icon for more options such as setting the link target and title Helpful Hint As an alternative to dragging and dropping links into your content you can e Right click the link e Choose Copy Link Location from the menu to copy the URL e Paste the URL where needed see Adding Hyperlinks Adding Hyperlinks There are two additional ways to add a hyperlink within your page content to either a page within your site or an external URL Option One e Highlight the text you wish to link e Click the Insert Edit Link icon e Type or Paste the URL into the Link URL field e Select the target from the Target drop down menu o Select Open in new window _blank for external links o Select Open in this window frame for internal links e Give your link a title if needed in the Title field This will be visible when you hover your mouse over the link text on the front e
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