ADAM 4.0: Advanced Digital Asset Management

User guide

 

jmorris

6/8/2010

 

                                                            Revised: 3/01/2011

The Advanced Digital Asset Management (ADAM) is the current standard CMS system for Source Interlink Digital. It provides for the creation, publishing, storage, and archiving of digital content for display on Source Interlink Digital  Web sites.

 


 

Table of Contents

Version History. 4

Introduction. 4

Where is ADAM Located?. 4

Who can Access ADAM?. 5

Required Software. 5

Logging into the ADAM System.. 5

ADAM Workspace and Layout 7

Universe Bar 8

Settings. 8

Logout 9

Site List 9

Site URL.. 10

Main Menu Bar 10

Media. 10

Bulk Image Rename. 14

Bulk Tag Images. 14

Bulk Publish Images. 14

Assets. 16

System.. 25

Left Panel 27

Content Search. 28

Site Tree. 31

Landing Page Tree. 34

Right Panel 39

Clipboard. 39

Workspace. 40

Tabs. 40

Article List View.. 40

Schedules. 43

Schedule List View.. 43

Creating an Article Schedule. 44

Toolbar 46

Schedule Details. 46

Creating a Landing Page Schedule. 47

Toolbar 49

Schedule Details. 49

Importing Current Landing Page. 50

Article Editor 51

Creating an Article. 51

Creating an Article Using the Site Tree View.. 51

Creating an Article using the Manage Articles Tab Tool Bar 52

Properties Tab. 53

Images. 55

Properties. 56

Meta Data. 57

Article History. 64

Pages. 64

Page Meta Data. 65

Page Vehicles. 66

Page Sponsor 66

Page Elements. 67

The “Index” Page Tab. 79

Collapse Page Elements. 81

ADAM Security Model 82

Users. 82

Roles. 82

Sites. 82

Views. 83

Actions. 83

Article Editor Actions and Roles. 83

Landing Page Editor Actions and Roles. 83

Category Actions and Roles. 84

Dependent Third Party Services. 84

File System Database – FSDB.. 84

Ooyala Video Platform.. 84

 

 

Version History

Date

Author

Notes

6/8/2010

Jeff Morris

Document Created

7/12/2010

Scott LeMay

Added Image Group Ordering Feature

7/19/2010

Scott LeMay

Added Article History Feature

7/28/2010

Scott LeMay

Elaborated on Article History

8/30/2010

Scott LeMay

Added Documents to Articles

3/01/2011

Scott LeMay

Added Scheduling Feature

3/21/2011

Ravi Chandra

Modified Subscriptions

4/11/2011

Ravi Chandra

Added Image Bulk Rename Feature

5/06/2011

Ravi Chandra

Collapse Page Elements

6/13/2011

Ravi Chandra

Banner Image

6/21/2011   

Ravi Chandra

Block Quote

7/7/2011

Ravi Chandra

Added Import Feature for Landing Page Scheduler

7/18/2011

Scott LeMay

Added New Contributor Type – Submitter

8/15/2011

Ravi Chandra

Updated New Contributor View

9/22/2011

Ravi Chandra

Added Custom field for Vendor Phone

10/5/2011

Ravi Chandra

Added Title for Image Group

10/5/2011

Ravi Chandra

Added Site Images (under Assets)

12/5/2011    

Ravi Chandra

Added Redirect Urls

1/6/2012

Ravi Chandra

Article Unpublish

1/17/2012

Ravi Chandra

Article SEO Validation

2/21/2013 Ravi Chandra Super Editor Role
2/28/2013 Krishnamoorthy Updated Super Editor Role
3/15/2013 Krishnamoorthy Updated images for listing screens

 

Introduction

The Advanced Digital Asset Management (ADAM) system is an internal Content Management System. The following paper outlines in detail the system, explains the usage of key features, and offers suggestions for usage.

Where is ADAM Located?

ADAM is an internal (within the Source Interlink Network) Web application located at the following URL: http://adam.automotive.com

 

There are actually three environments, but only production (the URL above) is available for end-users. The other two environments are Development and Staging. These are available only to developers and QA personnel.

 

Environment

URL

Purpose

Production

http://adam.automotive.com

Released – Editors, AWP’s, etc.

Staging

http://adam.staging2.int.automotive.com/

Next or current release – QA only

Development

http://adam.dev-ci.int.automotive.com/

Current build – developers and QA only

Who can Access ADAM?

In order for a person to access the ADAM system, they must be on the SIM network and have a user account added to the ADAM system with a valid username and password. User accounts can be added by user’s of ADAM that have a role of Admin. Roles will be discussed later in another section.

Required Software

ADAM is a Web application and requires an internet connection (SIM network) and a web Browser to connect. ADAM currently supports Mozilla Firefox 3.6 or later and Google Chrome 4 or later.

 

Mozilla Firefox can be downloaded here.

 

Google Chrome can be downloaded here.

 

Opera Software can be downloaded here.

Logging into the ADAM System

To login into ADAM, open either Firefox or Chrome browser and enter the following URL into the browser: http://adam.automotive.com

 

The following page should be displayed:

 

 

Enter your username and password, which will be provided to you by an Admin, and click the “login” button. If an invalid username or password is entered the screen will reflect this with an error message:

 

 

If the username and password are correct, the user will be allowed access to the homepage:

 

 

Depending upon the logged user’s role, the home layout may differ significantly from the screenshot above. For instance, some users do not have access to the Landing Page tree, therefore it would not be displayed.

ADAM Workspace and Layout

The ADAM workspace and layout is the shell from within which all modules and work is done in ADAM.

 

The layout is divided into the Main Menu Panel , the Left Panel, the Clipboard Panel, and the Workspace.

Universe Bar

The Universe Bar contains Menus, Search and advanced search, information about the currently logged in user, the user’s settings and Logout.

Settings

The settings button allows the currently logged in user to access their account information, view the role they are a member of, and see which sites they have access to. Additionally, they can change their password or theme as well.

 

 

Note that neither the user’s role nor sites may be changed from this screen. Security permissions and access can only be changed from the User View.

Logout

The Logout button ends the current user’s session and redirects the user to the login screen.

Site List

The site list displays the sites that the user has access to. By default no sites are selected. A user can select a site which will load the Site Category Tree and the Landing Page of the site if the user has is in an editor role or higher, as well as the Manage Articles View for the selected site.

 

Upon logging in the Site List will look like the following:

 

 

After selecting a site the Site List will show the currently selected site and the Site URL (see below) will change to the selected site as well:

 

 

Note that only one site may be active at one time and that when a site is selected, that site becomes the “focus of work”, meaning any article or asset created will belong to that site.

 

 

After the site is selected the (A) Site Category Tree is populated with the categories for the site, (B) the sites Landing Page tree is opened and the (C) Manage Articles View is opened.

Site URL

The Site URL is the currently active site for the user. When a site has been selected, the Site URL is a hypertext link to the currently active sites live (Internet) website.

Main Menu Bar

The Main Menu Bar allows the user to access the Media, Assets and System subsystems depending upon their access rights.

 

 

The Media menu item allows the users to upload photos into the File System Database (FSDB) so that can be associated with articles, the Assets menu item allows the users to access and edit Contributors, Vendors, Polls, Subscriptions, Site Images, Redirect URL's, Schedules, Newsletters and Events. The System menu item allows user’s with the role of “Admin” to manage user accounts.

Media

Selecting the “Upload” sub menu item from the Media menu item, opens up the Image Upload View:

 

 

The Media Upload View allows users to upload photographs from their computers into the FSDB (File System Database), which interfaces with Automotive.com’s content delivery network, or CDN. It also optionally allows for sets of images to be tagged with vehicle year, make, model, etc, with a media category or subcategory, with a site and other information:

 

Field

Description

Title

The title of the image(If nothing is entered, the filenames will be used as titles)

Buyers Guide

Tag images against Buyers guide (The buyers guide tag cannot be saved if the vehicle tags are not added)

Release Date

The date the image can be released on the web

Shareable

Whether or not the image can be shared to all sites

Site

The site that the image belongs too

Category

The media category the image belongs to (not the same as site category)

Sub-Category

The media sub-category the image belongs to (not the same as site category)

Vehicle Tags

Images can be tagged with any of the common vehicle attributes

SEO Tags

Images can be tagged with any of the Exterior or Interior types

Additional Tags

Comma delimited list of SEO keywords

 

Note that data in these fields will be applied to all images uploaded during the session and that all are optional: a user can upload images without filling in any of these fields.

 

The Media Uploader allows to upload JPEG (.jpg), PNG (.png), PDF (.pdf), DOC (.doc) and XLS (.xls) file types. Other formats are not supported and may not display as expected.

 

Users can update image by clicking the “Select Files” button and selecting the images they wish to upload from the hard drive and then clicking “Open”:

 

 

Select a value for the required fields (Site & Shareable) and then click the “Upload” button:

 

 

And the images will be uploaded to FSDB:

 

 

Note that the reference to FSDB for each image is stored within the ADAM database along with any of the default information. After images are uploaded into ADAM, they are available for use within articles.

Bulk Image Rename

Images can be renamed in bulk from the upload results view after you upload images or from the search results view when you search for images.

 

 

There are two ways you can choose the images you would want to rename. When you click the Bulk Rename button in the toolbar directly, all the images available on your screen will be available for renaming. Other option is to choose specific images by selecting the images first by click and then clicking the Bulk Rename button in the toolbar. It will then open the following screen.

 

 

 

This screen allows a user to change the names of images in the following ways:

 

1.      Add text at the beginning of the name using the Prefix box

2.      Add text at the end using the Suffix box

3.      Find text in the current names of the images, not including the new prefix or suffix and then replace with any text entered in the Replace box.

 

You can replace text in the image names with empty text as well.

 

Save will save the new names.

Bulk Tag Images

Images can be tagged in bulk from the upload results view after you upload images or from the search results view when you search for images.

 

 

Section 1 : Always Media tags (Site, Category & Subcategory), Buyers Guide and Shareable gets overwrite. Release date will be applied to images that are not published yet

Section 2 : Based on the "Overwrite previous vehicle, SEO, and additional tags check box" selection, these tags get overwrite or upsert. By default it is unchecked (Upsert)

 

Bulk Publish Images

Images can be published in bulk from the upload results view after you upload images or from the search results view when you search for images.

 

 

Images can be published in Bulk-Tag view and Single image edit view as well.

 

Assets

The Assets menu item contains the following sub-items: Contributors, Vendors, Polls, and Subscriptions, Site Images, Redirect URL's, Schedules, Newsletters and Events. Selecting one of these menu items allows a user to create, edit, or delete one of these assets.

 

 

With the exception of Subscriptions, assets are used to add additional information or functionality to an article. Subscriptions tie into our subscription sales model on each website and are not typically used by ADAM users or directly in the creation of articles.

Contributors

Contributors are third party contributors to an article. For example, the photographer who took the photos for the article, the videographer who created a video embedded within an article, or the editor who proofread the writers work. The contributor’s information is typically included in the article prologue on the website.

 

Selecting the “Contributors” sub menu item from the Assets menu-item will load the Contributor View:

 

 

The view is comprised of three elements: the Tab Tool Bar for the view, an edit icon and the View Grid (note that all edit views contain a similar layout). Depending upon the user’s role and the particular view, the buttons on the Tab Tool Bar may vary.

 

Clicking “Refresh” on the Tab Tool Bar will set the view back to its original loaded state and selecting close will “Close” will view, removing it from the Tab View. Clicking the “Add Contributors” will open up a modal view that allows a user to add a new contributor:

 

 

 

Field

Required

Description

Display Name

Yes

The name that will be displayed on the article

First Name

Yes

The first name of the contributor

Last Name

Yes

The last name of the contributor

Job Title, Biography, Image, Social Links

No

Fields that have to be filled for the contributor page or profile page on the website.

Enable bio page

No

When enabled the website would display the profile page for the contributor.

Active

No

If disabled, user will not be able to add contributor to an article

Type

Yes (at least one)

The type or class of contributor

 

To edit an existing contributor, find the contributor in the view by filtering with the search box (applies filter to all fields) and the click the Edit icon (C):

 

 

The social links can be added or deleted using the plus/minus buttons available on the side.

 

Make the appropriate modifications and click Save or Cancel to quit with no changes applied.

 

Vendors

Vendors are companies or individuals referenced from within an article. When an article is tagged with a vendor, additional information can be displayed for the vendor including name, website address and /or physical address: city, state, etc.

 

The Vendor view(s) are nearly identical to the Contributor views (as well as all of the other asset screens, subscriptions withstanding):

 

 

Similarly to Contributor View functionality, you can add a new Vendor by clicking on the “Add Vendor” button from the Tab Tool Bar or select the Edit Icon on the view to edit an existing Vendor:

 

 

Field

Required

Description

Name

Yes

The name of the vendor

Url

No

The vendor’s website

Link text

No

The text of link to display

Enable vendor

Yes

Checked if vendor is enabled

Address

No

The vendors address

City

No

The vendors city

State

No

The vendors state (US only)

Zip

No

The vendors zipcode

Phone

No

The vendors phone #

Custom

No

Allows entering international and alphanumeric numbers

 

Polls

Polls are assets that can be embedded within landing pages and articles. The ADAM Poll views are actually UI wrappers around the community’s database.

 

Like Vendors and Contributors, the Manage Poll View has identical looking views and functionality:

 

 

You can create a Poll by clicking the “Add Poll” button from Tab Tool Bar, edit a Poll by using the search feature to find the Poll and clicking the Edit icon, or close the View by clicking the “Close” button.

 

A previously created Poll can be modified by clicking the “Edit icon” under the Manage column which will open up the Edit view:

 

 

Field

Required

Description

Poll Question

True

The question you wish to ask

Poll Answer

True

The poll answers

Poll Caption

False

Text that displays beneath the poll

Run Dates

True

The day the poll starts and finishes

Options

False

Various options for the polls display and behavior

 

Subscriptions

Most of our sites that have a print magazine associated with them also co-brand a subscription of that magazine via interstitials and designated tower advertising space on the sites. The Subscription view allows specific users the ability to change the image and some of the subscription specific information associated with the magazine through ADAM.

 

 

The Manage Subscriptions view provides a listing of each subscription for each site (a site may have more than one subscription definition). To create a new subscription, click the “Add Subscription” icon on the Tab Tool Bar. To edit an existing subscription, use the search and/or sorting functionality on the grid to find the subscription definition and then click the edit icon:

 

 

After clicking the “Add Subscription” or the “Edit” icon of a subscription definition, an editable form will appear above the subscription list. Note that this is substantially different from all other views in that the edit view does not load into a dialog. This is expected behavior in that the form contains a droppable “hot spot” for images, which is not possible in a dialog view (since the dialog becomes the center of focus and interaction with all other parts of the UI is blocked).

 

Name

Required

Description

FID

Yes

FSDB id from image

Website

Yes

The site to apply the subscription to

Template

Yes

The type of ad to display

Billing Display

No

The billing information to show

Item Code

No

Third party fulfillment service values

Site Key

No

Third party fulfillment service values

Offer Id

Yes

Third party fulfillment service values

TlKey

Removed

Non editable

Site Id

Removed

Third party fulfillment service values

Source Code

Yes

Third party fulfillment service values

Order Type

Removed

Non editable

Cc Type

Removed

Non editable

Country Code

Removed

Non editable

Source Key

Removed

Non editable

 

Note that the Subscription view was intended for use only by a small subset of specific users and not for the general web editor staff.

Site Images

A site image is an asset that can be queried for with a specific tag and a token. A common use of a site image is the header image for an auto show index page but is not limited to just autoshows.

 

 

Adding a site image is similar to adding a subscription image.

 

 

The only required fields are the token and the tag which are the unique identifiers of an image when queried on the website. Once you have entered the details click Publish.

 

Redirect Urls

To see the list of redirects for a site, choose a site first and then choose the link under Assets menu. The option will be available only for users with Admin role.

 

 

The edit screen lets you add a new redirect to the selected url. There will be an indication of whether the redirect selected is active or deleted.  

 

 

The Add Redirect Url menu lets you add a redirect to any path within the site. If the url has an active redirect there will be a message will be displayed indicting the redirect url. You can overwrite it by clicking ok.

 

 

If you add a redirect for an article url, the article editor will show where it is being redirected to.

 

 

Newsletters

 

Events

Events are mapped to sites and the system uses the show start date and end date to display the events in the respective sites.

 

The edit screen let you modify the events meta data.

 

System

The system menu item contains the following sub-items: “Users” and “Notifications”.

 

 

Users

Clicking on the “Users” sub-menu item opens the “Manage Users View”

 

 

The Tab Tool Bar on the “Manage User” view contains buttons for the following actions: “Add User”, “Refresh” and “Close”. “Refresh” reloads the page, “Close” removes the “Manage User” view tab from the workspace, and “Add User” opens up a dialog for creating a new user:

 

 

Field

Required

Description

First Name

Yes

The users first name

Last Name

Yes

The users last name

Title

No

The users title

Email Address

Yes

The users valid email address

Date Created

-

System date

Date Start

Yes

Date that the user’s account is activated

Date End

Yes

Date that the user’s account is de-activated

Access

Yes

The  user’s role

Sites

No

The site’s that the user has access to

 

Left Panel

The Left Panel contains the following three SideBoxes: Content Search, Site, and Landing Pages. Depending upon the user’s role, a user may only have the Site or even the Content Search SideBox visible.

 

Content Search

The Content Search SideBox allows users to search all sites that the user has access to. Searches can be targeted at Articles or Images. Users can use the “Generic search” feature or the “Advanced” search feature to find Images and Articles.

Generic Search

To search for content, select either the “Articles” or the “Images” text (which will change to high-lighted yellow), enter in a search term and then click the “Magnifying glass” icon.

 

Here is an example of the Image search results:

 

 

Here is an example of the Article search results:

 

Note that the “No Image” images are just placeholders for articles that do not have a promo image to display. Also note the variation in display data between the images and articles. This is to be expected on development and staging environments.

 

Advanced Search

Advanced search allows users to search for content using stricter criteria, using date ranges and enumerations or tagging that describes the content.

 

The Advanced Article search view:

 

 

And the Advanced Image search view:


 

 

Note that the generic search is probably the best choice in most situations. Additionally, all fields are completely optional even the “Search Text” field; if left empty, the search will all-inclusive.

Site Tree

The site tree gives the user the ability to rapidly filter content by selecting categories, which changes the Manage Article view, create new articles in a category, and to create and edit new and existing site categories.

 

 

A.    New Category Icon – Adds a new category to the Site

B.     Edit Category Icon – Allows for category to be edited

C.     Delete Category Icon – Deletes an empty category

D.    New Article Icon – Adds an article to a selected category

E.     Category – contains 14 articles. Selecting this category will filter the Article List View to only these categories

Adding New Categories

Based upon the logged in user’s role, user may be able to add new categories to a site using the Site Tree. Item A (see above) is the New Category Icon, highlighting a category and clicking this icon will open the New Category dialog:

 

 

Field

Required

Description

Slug

True

This value gets normalized into a URL compliant string: all alphanumeric characters are replaced with the site delimiter (an underscore or a hyphen). 

 

After clicking Save the user can navigate to the new category directly through the site tree.

Editing Existing Categories

An existing category may be modified if the following criteria exist:

 

·         The category has no sub-categories OR

·         The category has no articles

 

 

Note that categories make up the websites actual structure and therefore seldom change. A caveat to this rule is categories used as temporary storing locations for un-published articles. In this case the workflow is to change the primary category of the article before publishing on the article editor.

 

To edit a category, click on the Edit Icon and change the Slug (see Adding New Categories above). Finally click the “Save” button to commit your changes.

Deleting Categories

The same criterion for editing categories applies to deleting categories:

 

·         The category has no sub-categories OR

·         The category has no articles

 

 

Note that category deletion should only happen to newly created categories and should be the exception and not the rule!

Adding a New Article

Articles can be created from either the Site Tree or as we will see later, the Manage Articles view.

 

To create a new article select the category you would like to add the article to and then click the New Article icon. The Article Editor will then open with the newly created article.

 

 

The Article Editor will be discussed in detail in a later section.

Landing Page Tree

The Landing Page Tree allows users in certain roles to create, delete, or edit landing pages as well as add content to a landing page. Landing Pages are aggregations of content on a Web site page. They consist of sections and content: ADAM currently supports articles and videos within Landing Page sections.

 

By default, every site defined in ADAM has at least one Landing Page: the Homepage. There are no other limits to how many Landing Pages can be associated with a site.

 

 

A.    New Landing Page Icon

B.     Delete Landing Page Icon

C.     Landing Page Sections

 

Adding a New Landing Page

Clicking on the New landing Page icon creates a new, empty landing page with a default name of “Landing Page X” where “X” is some integer (always increasing). When the Landing Page node is clicked, the Landing Page editor will open in a Workspace Tab:

 

Changing the name of a Landing Page

The Landing Page name can be edited here by clicking on the text directly below the Tab Tool Bar:

 

 

A.    Editing the Landing Page name

B.     Add Landing Page Section button

C.     Publish button

D.    Refresh button

E.     Close button

 

Clicking on the icon with the check mark will save the name. Clicking on the “X” icon will cancel the edit without saving the name. Note that pressing the “Enter” key on your keyboard will cause your changes to be saved as well.

The Landing Page Tab Tool Bar

The Landing Page Tab tool bar allow you to add Landing Page sections, which are basically content wells or “buckets”, publish the landing page, refresh the page and close the Landing Page editor.

Clicking on the Add Landing Page Section button will add a new section to the landing page:

 

 

Clicking on the text in section header puts the view into edit mode and the name can be changed:

 

Adding Content to Landing Page Sections

Clicking on the “Add” button allows the user to add content to the section. Use the search to find the articles or videos or blogs you want to add to the landing page section and then click the “add selected” button:

 

After clicking the “add selected” button, the dialog will close and the selected content will appear under the landing page section:

 

 

An important rule for adding content to landing pages is that the content must be published before it can be added to the landing page. Additionally, before changes made to a landing page can be seen on the live website, the landing page will have to be published (or re-published if it has been published before).

 

Adding Landing Page Polls

Along with content, Landing Pages can contain one or more polls. To add a poll, click on the “Add” button on the “Polls” section and select the polls you would like to add:

 

 

After clicking “add selected” the polls will appear on the Polls section of the Landing Page:

 

 

Like other content, once a poll has been added or removed from a landing page, the landing page will have to be republished before the changes will be available on the live Web site.

Right Panel

The Right Panel contains the Clipboard which is a temporary storage location for assets and content.

Clipboard

The Clipboard allows users to temporarily store images that will be used later. Images can be dragged onto the clipboard, added by clicking on the image “copy” icon, or added in bulk per search results page:

 

 

Once the images have been added to the clipboard, they can be dragged onto paragraphs, article promo image “hotpots”, or added to image gallery page elements:

 

 

We will go over the page editor in an upcoming section, but here is an example of dragging an image from the clipboard to a “hotspot” on the properties view of the article editor:

 

 

Note that after adding images to the clipboard, they will remain there until they are removed. You can do this individual by clicking the “trash can” icon on each image in the clipboard or holistically by clicking the “trash can” icon just below the Clipboard header, on the right side.

Workspace

The Workspace is the center of the ADAM application layout and contains tabs that load different views based upon the user’s selection.

Tabs

The tabbed layout allows a user to have several different views open and available at the same time and make it easier to switch between them.

 

 

Within reason there are no limits on the number of tabs that can be opened, but it is advised to keep the number within a reasonable range, say around 6-8. A large number of open tabs may cause the user experience to degrade.

Article List View

The Article List View or “Manage Articles” view shows a listing of the articles within your current filter.

Filtering the Article List View Using Categories

When you select a site from the Site List on the Universe Bar, the filter will be at its shallowest level: the whole site itself.

 

 

To filter through these articles, select another category from the Site Categories on the left or use the Search filter directly.

 

 

Filtering the Article List View Using Search

Filtering using the Search option:

 

The Article List View Features

The Article List View has a number of features for ease of use including the improved filtering capabilities highlighted above.

 

 

From the image above I will describe each feature:

A.    The Edit Icon – opens the article editor with the article ready for editing

B.     The Preview Icon – opens the article in preview mode

C.     The Publish Icon – publishes the article

D.    The Delete Icon – deletes the article if it has not been published (published articles cannot be deleted through ADAM)

E.     Pager – allows for paging through sets of articles. It is disabled in this image because the threshold (10) has not been met.

F.      The maximum number of records to display per page. In this case 10, but 25, 50, 75, and 100 records are allowed.

G.    Article search filter – allows for contextual searching of all articles on the site

H.    The actual article record

 

Note that depending upon the users role, the icons corresponding to A, B, C, D may not be enabled. This will be discussed later in the section “ADAM Security Model”.

Schedules

ADAM can schedule the publishing of assets for a future date.  The Assets that can be scheduled currently:

-          Articles

-          Landing Pages

Schedule List View

In order to get to the list of schedules the user needs to click on the schedules button on the Article List View.

 

 

This will bring up the Schedule List View.  The schedule list view is the list of all the future and past schedules for the current site.

 

Each record has has the following items:

 

 

A.    Schedule Date – The date for the schedule

B.     Asset Type Icon – The Asset Type associated with the schedule

*Landing Page

Article

C.     Publish Status Icon – The publish status for the schedule

Pending Release Date

 In Progress

Complete

D.    Edit Button – Opens the schedule editor for the schedule

 

Creating an Article Schedule

To create an article schedule users need to click the “Add Article Schedule” button.

 

This will bring up an article search dialog view.

 

A list of all the articles on the site should be here to schedule.  The user needs to click on the article they want to create a schedule for and then click the “Select” button.  This will open an Article Schedule View.

 

 

Toolbar

 

 

“Save” Button – Saves the current schedule

“Edit Article” Button – Opens the Article Editor for the selected Article

“Reset” Button – Resets the Schedule data (All changes will be lost)

“Close” Button – Closes the Schedule  Note: Schedule will be lost if not previously saved.

 

Schedule Details

 

 

The user can set the schedule date and time from here. Plus the user can add some special notes to the schedule to indicate any extra information associated with the schedule.

 

After the user adds these details the user then needs to click the “Save” button in order to add the schedule to the list.

 

The list should show the new schedule added.

Creating a Landing Page Schedule

To create a landing page schedule users need to click the “Add Landing Page Schedule” button.

 

 

This will bring a search landing page dialog.

 

A list of all the landing pages for the site should be here to schedule. The user needs to click on the landing page they want to create a schedule for and then click the “Select” button.  This will open a Landing Page Schedule View.

 

 

Toolbar

 

 

“Save” Button – Saves the current schedule

“Edit Article” Button – Opens the Landing Page Editor for the selected Landing Page Note: This is the current landing page on the site.

“Reset” Button – Resets the Schedule data (All changes will be lost)

“Close” Button – Closes the Schedule  Note: Schedule will be lost if not previously

 

Schedule Details

 

The user can set the schedule date and time from here. Plus the user can add some special notes to the schedule to indicate any extra information associated with the schedule.

 

The interface for adding Articles and Videos to the schedule is identical to the Landing Page View interface.  Please refer to the landing page section of this document to see how to add assets to the schedule.

 

After the user adds these details the user then needs to click the “Save” button in order to add the schedule to the list.

 

The list should show the new schedule added.

 

Importing Current Landing Page

 

When you open the Landing Page Schedule View it opens with a blank template with just the section and polls placeholders. If you want to use most of the existing elements of that landing page it would be easier to import that landing page first and work on those elements. Just click on the Import Current Landing Page button to do just that.

 

 

Article Editor

The Article Editor allows users to create and edit new content and then publish the content to the Web.

Creating an Article

Article can be created by clicking the New Article Icon on the Site Tree View or by clicking on the Add New Article button on the Manage Articles Tab Tool Bar.

Creating an Article Using the Site Tree View

To create an article using the Site Tree View, first select a site from the Site Dropdown on the Universe Bar. Then, select a category on the Site Tree View other than the site itself (note that content cannot be created at the site level). Finally, click on the New Article Icon on the Site Tree View Sub Menu:

 

 

After clicking the New Article Icon, the Page Editor will load into the Workspace:

 

Creating an Article using the Manage Articles Tab Tool Bar

To create an article using the Manage Articles Tab Tool Bar, first select a site from the Site Dropdown on the Universe Bar. Then, select a category on the Site Tree View other than the site itself (note that content cannot be created at the site level). Finally, select the Add New Article Button from the Manage Article Tab Tool Bar:

 

 

After clicking the Add New Article, the article editor will load into the Workspace. Note that when an article is created an Index page is always added. This is required and cannot be renamed or removed.

Properties Tab

The Properties allows for editable access to all data related to the article itself. This is sometimes called the “article header”, because it is the parent for all article elements: pages, page elements, images, etc.

 

The Properties tab can be broken down into three main sections and several subsections: the Images section, the Properties section, and the Meta Data section.

Images

The Images section of the Properties Tab contains droppable “hotspots” for the articles promo, homepage and header images:

 

 

All of these images are optional, however not providing images may cause problems on sites that expect content to have these images. A brief description of these images:

 

Image

Required

Description

Promo Wide

No

 

Promo Large

No

 

Promo Small

No

 

Homepage

No

The image that appears on the index page of an article

Header

No

The image that appears on each page.

 

Note that the description only implies the suggested usage, depending upon the site, the usage/description may vary significantly.

Adding Images to the Article Properties

To add an image to the Article Properties Images section, first add images to the clipboard (see the Clipboard section of this document). Then drag the image from the Clipboard to the droppable hotspot on the Images section:

 

 

Once the image is over the droppable hotspot the “Drop Image Here” text will disappear and the image will take over the area.

Properties

The Properties section contains several subsections: Publish information, dates, versioning, page data, vehicle tagging and other information.

Publishing and Versioning

The topmost section of the Properties view contains information related to publishing and versioning:

 

Field

Required

Description

Creation Date

-

Date article was created – system

Last Modified

-

Date article was last modified - system

Cover Date

Yes

The cover date of the magazine that the article first appeared in.

Set Release Date

Yes

The date the article is scheduled to appear on the Web. Article will automatically be published on this date.

Publication Date

No

The date that the article was published.

Publish Started

-

Date that the article began publishing process – system date. Displays N/A until the publishing process begins.

Publish Completed

-

Date publishing was completed. Displays N/A if the article has not been published yet.

Publish Status

-

The current state of the publishing process the article is in. Possible values include Pending, Completed, Not Published, Failed, and Pending Release Date

Web Exclusive

No

Whether or not the article was originally published in a magazine or is Web specific content.

 

Versioning allows the user to store a copy of the article or revert back to a previously created version. Versioning can be done in two different ways: explicitly by clicking the Version button or implicitly by publishing the article. When an article is first created, no version will exist other than the current version that is being modified. For the most part, users simply let the system handle the versioning when they publish the article.

Meta Data

The Meta Data section contains fields for modifying the articles title and other display related information, the articles primary and secondary categories, the article type, any event information, contributors to the article, vendors associated with the article and any vehicle tagging related to the article

 

 

A.    Primary category – allows user to change the primary and secondary categories of article

B.     Related Articles – allows users to aggregate other article similar to the current article

C.     Article Type – allows users to set an article type for the article

D.    Event – allows the article to be associated with specific events

E.     Page level display fields – article titles, header text etc.

F.      Contributors – allows users to tag the article with any contributors to the article including the original author

G.    Vendors – allows the article to be tagged with vendor specific information: Website, Address, Phone number etc

H.    Vehicles – allows the article to be tagged with specific vehicle tags: make, model, bodystyle, year, etc

Primary Categories

Clicking the Primary Category accordion will expand the element showing any secondary categories that the article may have:

 

 

To add a new secondary category or change the primary category to another the category, click the EDIT text and find the category you wish to add.

 

Related Articles

To create an aggregation of related articles, expand the Related Articles accordion and click the EDIT text. The following dialog will appear:

 

 

Enter a term to search by to restrict the results set, select the articles you wish to add by checking the checkbox and then click the “add selected” button.

 

 

To remove related articles click the delete icon on the right. As always, for the change to appear on an article published on a website, the article will have to be republished.

Article Type

To tag an article with an article type tag, expand the accordion of the Article Type:

 

 

Select the appropriate article type you wish to tag the article type. The tag will be auto-saved.

 

Event

To tag an article with an Event, expand the Event accordion and select and event from the event dropdown list:

 

Page Level Display Fields

The page level display fields are labels that appear on the page on the website itself when an article is displayed. They also appear in drilldowns and other aggregations on websites.

 

 

In ADAM, to edit a field you simply place the mouse cursor on the “click to edit” text and a textbox will appear for you to write into. Clicking the Check icon will save the changes to the field, clicking the X icon will abort any changes made and revert to the previous state of the control. You can also save by hitting the Enter key on your keyboard after editing the field.

 

Required fields will always have an asterisk next to the field and the article will not be able to be published until all of these fields are filled in.

 

Field

Required

Description

Max size

Slug

Yes

Used as part of the descriptive URL. Note that all special characters are replaced with the site delimiter which varies between sites and is usually an underscore or a hyphen.

255

Title

Yes

The article title

256

Subtitle

No

The article subtitle

256

Promo Title

Yes

The promotional title of the article

256

Masthead

No

The masthead

64

Promo Teaser Small

Yes

The small promotional teaser

300

Promo Teaser

Yes

The large promotional teaser

1024

 

Contributors

Contributors are people such as the editor, the photographer or any other person who contributed to the finished article.

 

 

To edit the contributor tags, expand the contributor’s accordion and click the EDIT text:

 

 

First select the Type of contributor and then select the Name of the contributor. Note that the Name dropdown will be filtered by the Type selection.

 

To remove contributor click the EDIT button again and click on the remove ICON for each and then click Save.

Vendors

Vendors are typically subjects within an article or the manufacture of a product used or mentioned in the article. To edit the Vendors tags, select the EDIT text from the Vendors accordion:

 

 

Use the contextual search to find the Vendor and click on it:

 

 

To delete a Vendor, click the Delete Icon on the right hand side of the Vendor record.

Vehicles

Vehicle tags are you to target ads, aggregate content, and improve search results. To add a vehicle tag click on the EDIT text:

 

 

Use the conditional dropdowns to select the appropriate vehicle to tag the article with and click the Add Vehicle button:

 

 

To remove a tag, click the Delete Icon.

 

 

After closing the Vehicle dialog, the tags will appear within the Vehicle accordion.

Article History

For Editors and Administrator level accounts the user can view the history of the article.  A final tab will appear on the right end called “History.” 

 

This tab is used to track the usage of the article.

 

Events Tracked by Article History:

·         Article Creation

·         Article Opening

·         Article Properties Modification

·         Article Publishing

 

Pages

Each article created has at least one page created by default: the index page. This page cannot be deleted nor can it be renamed.

 

 

Each page consists of the following items: page elements, page metadata, vehicle tags, and sponsor tags. Pages also have a name associated with them and an optional title.

 

The page name can be changed on any page other than the index page by clicking to the right of the PAGE label:

 

 

The Title can likewise be changed by clicking to the right of the “Title:” label and then either hitting the “enter” key or the “check” icon to commit the changes.

Page Meta Data

The page Meta data is SEO relevant data that can be applied to each individual page. This is the same type of information that is applied in the Properties tab; however this is specific to the page it is defined on as opposed to be shared by all pages.

 

 

The page Meta data accordion defines the following editable fields:

 

Field

Required

Description

SEO Metadata Title

True

Corresponds to the HTML <title></title> element

SEO Metadata Description

True

Corresponds to the HTML <meta name=”description”> element

SEO Metadata Keywords

False

Corresponds to the HTML <meta name=”keywords”> element

 

To edit these fields click to the right of each label, type in the text and then either hit the “enter” key or click on the “check” icon.

Page Vehicles

Each page can be tagged with vehicle specific information such as year, make, model, class, bodystyle, color, etc. These can be different from the article level vehicle tagging in that article level tags are persisted across all pages, whereas page vehicle tags are specific to the page that they are defined on.

 

 

To add a vehicle(s) tag to a page click on the “EDIT” icon on the Vehicles accordion to open the Vehicles dialog. Using the dropdowns, select the appropriate tag information and then click the “Add Vehicle” button. Finally, close the “Save” button on the dialog to close the dialog and save the changes.

Page Sponsor

Page Sponsor is another tag used by some sites. Simply select the sponsor from the dropdown to tag the page with the sponsor.

 

 

The website will use this tag to sponsor specific adds and other information on pages that contain a sponsor.

Page Elements

Page Elements the constructs that make up the content on a page: paragraphs, images, image groups, polls, videos and tables are examples.

 

 

Page Elements are added to the page by selecting the appropriate button from the page editor toolbar.

 

Note that all elements are added sequentially from the bottom of the page. Items can be re-arranged on the page by dragging and dropping the elements up or down on the page.

 

Also note that Page elements have two states in the ADAM UI: open for editing and closed for editing. For example the paragraph above is open for editing, if the “Ok” button or “Cancel” button is clicked the UI will switch to the closed for editing mode:

 

 

To go back to edit mode, double left click on the Page element and it will open for editing:

 

 

Note that “Ok” will save the changes and “Cancel” will close the element without saving changes.

Paragraphs

Paragraphs are simple text blocks that contain textual content and optionally embedded images. To add a paragraph to a page, select the Paragraph item from the Add Element list and the paragraph will be appended as the last item on the page.

 

 

The Paragraph editor contains an HTML editor to help with formatting and a “hot spot” for dropping images that will be embedded within the paragraph, plus some editable fields to customize the image and its position.

 

Field

Required

Description

Default

Enter text here

False

The text of the paragraph. Will be wrapped in HTML <p> elements.

 

Name

False

Defaults to the images original name

Image name

Alt Text

False

Corresponds with the HTML anchor elements “alt” attribute.

 

Caption

False

The caption to display under the image

 

Image Size

True (if image exists)

The size of the image to display via FSDB

Medium

Text Wrapping

True (if image exists)

How the text should wrap around the image

Wrap Text

Alignment

True (if image exists)

Whether or not to display the image on the left or right side of the page

Right

Show in gallery

False

Whether or not the image should be displayed within a photo gallery

True

Drop Image here

False

A droppable hotspot for images stored on the clipboard

 

 

To add an image, use the image search to find an image or upload an image and then add or drag it onto the clipboard. Select the image on the clipboard and drag in onto the “drop image here” hotspot:

           

 

Note that the Name field defaults to the images original name and the other required fields are defaulted as well.

Images

Images can be stand-alone page elements as well. The difference between an image added as a page element and one embedded within a paragraph is that the one added as a page element will lay between other elements, as opposed to embedded within a page element.

 

 

Note that the edit mode for an image is nearly identical to an image within a Paragraph, except that there is one more Image Size option: Wallpaper. When an image has its image size set to Wallpaper, additional images will be created that correspond to different image resolutions: 600x800, 1024x768, 1280x960, and 1600x1200. These images will not be visible in ADAM, but they will appear on the article on the site once it is published.

 

 

The banner image is a block image that has no alignment set. The image will not be wrapped by text and the sites will display such image center aligned with a width of 440px.

Image Groups

Image Groups are simply aggregations of images on a page. An image group can contain any number of images. Within the image group, the images are aligned to the center; however the group itself can be aligned to left, right or centered within the page.

 

 

A group can also have a title but it is not a requirement. When a title is set you would have to specify if the title is a block quote or a regular title. The title text can be aligned in three different ways. Below is the screen shot of a possible usage of the title.

 

 

Images are added to the group by dragging an image from the clipboard onto the “Drop Image Here” hotspot. They can also be removed as needed.

 

 

If the image has a caption, the caption will be added to the image. Each image within the Image group can have its own caption as well.

 

Once the images are added to the image group, they can be moved to a different position inside the image group.

 

 

If the image group is in “EDIT MODE” then images can be moved to different positions.  Simply drag the image to the new position inside the image group.

 

Once the image is in the correct position let go of the image and click “Ok” to finish.

Polls

Polls visitors allow visitors on our web sites to vote on specific questions asked by our editors. One or more polls can be placed on a page b selecting the “Poll” option from the “Add Element” list on the page editor. Once “Poll” has been selected the following dialog will appear:

 

 

The “Polls” dialog allows you search for a poll by name and select multiple polls to appear on the page:

 

 

After adding the poll to the page, the Poll Page Element allows the user to (A) preview the Poll, (B) change the alignment of the poll: left, right, and center alignment is supported, and (C) edit the poll template via the “Manage Poll Dialog”:

 

 

The “Manage Poll Dialog” is discussed in detail in the “Polls” sub section above.

Block Quote

Block Quote is a page element which is used to add a snippet of text to an article to gain a reader’s attention. The block quote may appear on a site something like below:

 

Below is the screen shot of the page element on ADAM. To add, go to the article page editor and click on Add Element then choose Block Quote. This element can be aligned either left, right or centered. When centered text will not be wrapped around this element on the site.

 

 

There is a 170 character limit to the block quote.

The “Index” Page Tab

By default, when an article is created an index page is created as well. Each article must have exactly one index page and the index page cannot be deleted or renamed.

 

The index page will become the “first” page that a web user navigates to after clicking on a link. Additional pages can be created and deleted as necessary by clicking on the “Add Page” button on the page toolbar:

 

 

Once a new page is created the user can add new Page Elements as needed.

 

Collapse Page Elements

 

Page elements can be collapsed or maximized when in view mode either individually using the +/- icons on the top right corner of the page element. They call also be minimized or maximized in bulk using the Min/Max All button on the menu. This will allow more room to work with and will be easy to reorder on the page.

 

Article Unpublish

 

This feature will be available only for users with the admin role.

 

 

Use the Unpublish button on the Article Editor to unpublish an article. However below are the rules that guide this process:

 

If the article is published and not associated with any landing pages/schedules and with no urls redirected to this article it can be unpublished without any redirect required to be added.

 

Following are the fail cases where an article cannot be unpublished unless a relevant action is taken by the user:

 

A) The article doesn't have a published id, which means it wasn't published or already been unpublished before.

 

B) The article is scheduled to be published in future.

An error message will be displayed  along with the dates the article is set to be released. User can delete these schedules and then continue with the unpublish.

 

C) The article is part of a landing page currently published on the site.

Error message will be displayed along with the names of landing pages. User can then remove the article from the landing pages and publish the landing pages  before trying again to unpublish the article.

 

D) The article is part of a landing page scheduled to be published in future.

                Error message displays the name of landing pages. User can then remove the article from the landing page schedules and save or delete the schedules before trying again to unpublish the article.

 

E) When there are urls redirected to the url of the article.

An error message is thrown and the Add Redirect Url screen will be displayed. The user can search for the dependent urls by inputting the article url. This case can be handled in two ways. The user can either delete the dependent urls (not recommended) or add a new redirect url for the article url and continue with the unpublishing. When a new redirect is added, all the dependent urls will be automatically redirected to the newly added url.

 

Deleting an article:

 

As all checks are done at the unpublish level, an unpublished article is free to be deleted. 

 

Article SEO Validation

 

Articles can be checked for SEO problems based on rules setup in the database. To check the SEO status of an article user can click the SEO Verify button on the Article Editor.

 

 

The Editor will then display a tab showing all the SEO errors for the article. Once a change is made, clicking on the tab again or clicking the SEO Verify button will show the latest SEO status.

 

The validation also happens when user tries to publish an article directly. Errors categorized as blockers will stop the publishing process while the recommendations will alert the user about them but will let the user continue with the publishing.

ADAM Security Model

The ADAM security model is a simplified model consisting of users, roles, sites that the user has access to, and features that require specific roles before allowing a user to invoke an action or access a view.

Users

In order to access ADAM, each user must have a unique user name and password. These can be created only by users in the role of “Admin” in the “Users Management” views accessed via the “System” menu item on the “Main Menu Bar”.

Roles

Every user in the ADAM system is assigned a single role. The role is used to validate that the currently logged user has access rights to a view or can invoke an action on a view. There are currently six (6) roles available:

 

Name

Description

Login

Login rights only

Guest

Minimal access to view articles and content

User

Role for Assistant Web Producers (AWPs) – edit and view content

Editor/Super Editor

Create, edit, view, delete, and publish content

Super Editor

Same as editor plus google standout

Admin

Same as super editor plus manage users/roles, notifications, redirect URL's and unpublish

Sites

In order for a user to have access to a site from the Site Drop Down in the Universe Bar, the users account must have sites associated with them. This is done from the User Management views and can only be done by an admin. Note that by default, a user has no sites associated with them.

Views

Depending upon the role that the user is in, different menu items and views may or may not be accessible for a particular login. The following table shows the Main Menu items and views available to each role:

 

Menu

View

Admin

Editor/Super Editor

User

Guest

Login

Media

Upload

x

x

x

x

Media

Categories

x

x

Assets

Contributors

x

x

x

Assets

Vendors

x

x

x

Assets

Polls

x

x

Assets

Subscriptions

x

x

Assets

Site Images

x

x

Assets

Redirect Urls

x

Assets

Schedules

x

x

Assets

Newsletters

x

x

x

Assets

Events

x

x

System

Users

x

System

Notifications

x

             

Actions

A user’s actions may be limited on specific views such as the Article Editor, the Article List View and on Landing Pages.

Article Editor Actions and Roles

The following shows the allowed action for each role on the article editor:

 

Feature

Admin

Super Editor

Editor

User

Guest

Login

Edit

x

x

x

x

x

Preview

x

x

x

x

x

Delete

x

x

x

Publish

x

x

x

View

x

x

x

x

x

Version

x

x

x

x

Create

x

x

x

x

Google
Standout

x x        

Unpublish

x          
             

 

Landing Page Editor Actions and Roles

The following shows the users allowed actions for each role on the Landing Page Editor:

 

Feature

Admin

Editor/Super Editor

User

Guest

Login

Create

x

x

Delete

x

x

Create Section

x

x

Delete Section

x

x

Edit Section

x

x

Delete Section

x

x

Add Articles

x

x

Add Videos

x

x

Remove Videos

x

x

Remove Articles

x

x

Category Actions and Roles

The following shows that allowed actions for each role on  the Category Tree:

Feature

Admin

Editor/Super Editor

User

Guest

Login

Create

x

x

Edit (new only)

x

x

Delete (new only)

x

x

Dependent Third Party Services

ADAM uses several different third party services. The key services are the File System Database, which is known simple as FSDB, and the Ooyala Video Platform which is an external Video Management System.

File System Database – FSDB

Every image uploaded into the ADAM system is stored in our File System Database, which back ends into our Content Delivery Network (CDN). What this means is that when an article is published, the image will be available immediately from the Internet on our Web sites. As a user of ADAM, you will not need to know the details other than you can expect scalable distribution of your image assets.

Ooyala Video Platform

The Ooyala Video Platform is a third party VMS that transcodes, manages, and delivers all Source Interlink Digitals online video media. ADAM integrates with the Ooyala system and allows for easy embedding of videos within articles, landing pages, and other content.