Login with your NetID and password.  Your login allows you to edit the content on existing pages of this site and create new sub-pages. (The graphic banner at the top, the footer and the left-hand navigation link names are not editable.)   The 'forms' module (/liase/) is not editable.

 

Internet Explorer 7 is recommended for optimal use of the content editor.

 

WYSIWYG Content Editor Cheat Sheet 

 

Managing the Simple Gallery Module 

 

Once logged in, you will see "[ Edit ]" and "[ Add ]" links at the bottom of each editable area you have been assigned rights to edit. Click the "[ Edit ]" link to open the content editor for that page, which allows you to edit several items; you will (more often than not) only be interested in the "Content" section of an existing page, which begins roughly halfway down the page. Note that the editing icons are quite similar to those in the Microsoft Word editor. You can let your mouse hover over the icon buttons and a tool tip description of what the button does will appear.

 

If you wish to add content from a Word or Excel document, or from an existing web page, you must use the "Paste from Word" button - - as this function keeps the basic layout of your document while stripping out (most) unnecessary code which can produce unpredictable and undesirable text formatting and styles that do not match the formatting and styles of the design template. 

 

Typically, any hyperlinks in the source will be retained, but images should not be copied.  Image files must be uploaded to the web server and embedded on the page using the editor tool - see Adding Pictures, below.

 

Tables created in Word will import, but will require adjustments using the editor tools.  Check the width of table rows, using the Table properties icon, and convert pixel numbers to percentages to avoid widths that exceed the available space.

 

You can add a picture to a page by using the "Insert an Image" button - . Do not copy and paste an image onto a page; the image file needs to be on the web server.  Clicking this button will open a dialogue box which you will use to either select an available image from the list on the left or upload a new file from your computer.  To add a file, click on Browse to view files on your local network and select one to upload by clicking on the "Upload an image" function.

 

Note that images need to be less than 80KB in size and less than 500 pixels square in dimension. Images must be in .jpg, .gif or .png format. The files names of images should consist only of letters and numbers.  Use only the underscore character to separate words; no spaces or special characters. File extensions (.jpg, etc.) should be in lower case. This is often a setting that can be made in your image editor, such as Photoshop.

 

Once you have embedded the image file on the page in the editor, you can control its properties by clicking on it to 'select' it and then clicking again on the Insert Image icon.  In the new dialogue box you should set the alt text, called Title, which helps users with reader software understand what the image is about.  On the right of the dialogue box you can set the text flow and space around your image and see the effect of these settings in the preview display. When you are happy with the settings click OK.

 

Also once you have placed an image within the text, you can drag and drop it to the appropriate place as you would in an editor such as Microsoft Word.

 

Once uploaded, files in the images folder list cannot be overwritten or deleted.  It's best to first crop and size an image using an image editing tool before uploading it to the server.

 

The content editor can also be used for creating links to files such as PDFs, Word documents, etc. In order to do this, first select (highlight) the text which will link to the file. Next, click the "Link to a Document" icon -  . This will open a dialogue box similar to the "Insert an Image" dialogue. You can either select a document from the available list on the left (if any exist) or upload a file using the "Upload a document" function. Note that documents should not be larger than 2000KB (2MB).

 

File names should consist only of alpha and numeric characters - letters and numbers.  Use the underscore character to separate words; no spaces or special characters.  If you have spaces, the editor will automatically insert underscores.
 
Links to document files automatically open in a new browser window.  For usability, it is recommended that you add an icon to the end of the link name indicating the file type.  Click the Insert Icon button and select an icon graphic from the standard set.

 

Once uploaded, files in the documents folder list cannot be overwritten or deleted.

 

NOTE:  Content in files should first be screened to confirm there is no Protected Health Information before uploading to the site, particularly image files embedded in Powerpoint presentations.

 

A common content management task is to create hyperlinks using the "Insert a Hyperlink" icon - . This feature will create a link to an external website, such as  http://www.duke.edu, or to a page on your site.   As with linking to a document, you must first select (highlight) the text which will comprise the link. Next click the "Insert a Hyperlink" icon. The ensuing dialogue box will provide you with several linking options: On the left, you will see "Place in this document" (this is for linking to a bookmark on the page – see below), "E-mail Address" (for creating an email link) and "Web Location" (for linking to a web page).

 

The “Web Location” field opens by default.  Paste in the URL/web address of the page you want to link to.  By convention, links to external sites should open in a new browser window.  In the Window field, select New Window from the drop down list before you Submit.  When linking to an internal page (a page on your web site), you do not need to change the default Window field setting.

 

To create a hyperlink to a particular place on a web page, you first create the bookmark location and then create the hyperlink to it.  To insert a bookmark, open the page in the editor and scroll down to place your cursor where the bookmark should be, then click the blue flag icon in the editor tools - . This will open a dialog box which you use to name the bookmark. Each bookmark on a page should have a unique name (one, two, three, etc.). Bookmark names should not include spaces, slashes (\ or /), punctuation (!, ?, @, #, &, $, %, *, etc.) or other special characters. Bookmark names can include dashes and underscores, but need only be a single word.  Click Submit.

 

A blue flag graphic appears in edit mode where a bookmark is located.  The flag does not appear to users in normal viewing mode.

 

Then, in order to link to the bookmark, highlight the text on the same page that will comprise the link and click the "Insert/Edit a Hyperlink" button - . From the "Insert Link" dialog, select "Place in this document" from the menu on the left which will populate the main window with available bookmarks on the page. Select the appropriate bookmark name and click "OK."

 

To link to a bookmark from a different page, add the ' # ' character to the end of the target page URL in your browser, followed by the name of the bookmark on the page.  Copy the full URL with bookmark name and paste into the hyperlink address field for the link text.

 

The "[ Add ]" button allows you to add a new page to a section (content module), such as 'About Us.'  When logged in, navigate to the main section to which you would like to add a new page. Click the "[ Add ]" button at the bottom of any page in the section. This will open the content editor with all edit fields blank.

 

The fields are as follows:

 

Topic Title: This will be the name of the page (and/or sub-link) that can appear in normal viewing mode.  Enter text in this field.  Note:  every page must have a Topic Title. 

 

Metadata: These are the fields which may help search engines find and index your page properly.   These fields are not required to be filled in.  "Meta Title" can be the same as the "Topic Title" from above. "Meta Classification" and "Category" are menus from which you select the most appropriate choice. "Meta Description" will be a short description of the content on the page. "Meta Keywords" are words which are most relevant to the content of the page. The content on the page should be written based on the keywords and description, or vice-versa.

 

Content: This is where you can type in or import content onto the page.

 

Use this link for content:  If you want a sub-link to point to a URL outside of the current section (such as an external URL -    http://www.duke.edu - or a different section within the site - /modules/ehp_programs/), leave the Content field blank and enter the URL in this field. In the event you are pointing to an external site you may want to select the option to have the link open in a new window.

 

Visible: Check this box if you want a link to the page to appear centered at the top of all pages in the module, underneath the main section header. Not all pages warrant display of a sub-link.  For example, the link to the page may be embedded on a tertiary menu or on another web page.  In this case you would leave the "Visible" option UN-checked, and create the link to the page using the "Insert/Edit a Hyperlink" instead.