AdobeCQ5

Content Management
System (CMS) Training

KT Ferrera
Manager, Web Services
Marketing, PR, Communications & Interactive Marketing

[email protected] | (215) 503-9146

Mike Eidle
Web Producer, Web Services
Marketing, PR, Communications & Interactive Marketing

[email protected] | (215) 503-1979

http://www.jefferson.edu/university/apps_services/campus_apps/web_services.html

KTF 09/2014
 Introduction & Overview to CQ CMS
CQ CMS Training The CQ Content Management System (CMS) is part of the Adobe Experience Management (AEM)
Introduction & Overview to CQ CMS ....................................................... 2 suite, which uses a user intuitive web-based graphic user interface. For the purposes of our
discussion and this training we will continue to refer to our CMS as CQ. To edit your live site, you may
Training Objectives .................................................................................. 3
apply the lessons learned to http://EditMySite.jefferson.edu.
Foundations ............................................................................................. 3
Important Info about Search Engines ......................................................... 3 The CQ user interface combines the advantages of a web interface with the fluidity and
responsiveness usually associated with desktop applications. Expect such features as:
Getting Started in CQ ............................................................................... 4
Creating a New Web Page ....................................................................... 5 Administration Consoles: The administration consoles for each major AEM function (e.g. Web
The Interface ........................................................................................... 6 Content Manager (WCM)) present a consistent "explorer" interface. For example, the WCM
The Content Finder ..................................................................................... 7 console features a two-pane interface with a dynamic expandable/collapsible tree on the left and
a grid with draggable rows and columns on the right.
The Contextual Menu ................................................................................. 7
The Sidekick ............................................................................................... 7 Sidekick: A floating window appears on inside of a page from which you may add new
components or execute page actions.
Components ...................................................................................................... 9
Page Controls (plus Page Properties) ................................................................ 9 Content Finder: On the left side of each page, this pane provides quick access digital assets
Page Information ............................................................................................... 9 such as other images, Flash elements and documents as well as other pages and paragraphs. To
Page Versioning (plus Restore Version) ............................................................. 11 add assets, these are the items available to be dragged on to your page.
Workflow ............................................................................................................ 11
In-place Editing: Components can be edited directly on the webpage without any intervening
Bottom Icons (Edit, Preview, Design views) ....................................................... 11 dialog box or explicit saving.
Components to Know ................................................................................ 12
Drag and drop: Paragraphs and other components, including digital assets can be positioned on
Text/Text & Image Components ........................................................................ 12 the page simply by dragging and dropping them in the desired location.
Image Component ............................................................................................. 12
(Sub) Title Component ....................................................................................... 13 Contextual menu: Right clicking on most onscreen elements brings up a context menu with
Horizontal Navigation Component ..................................................................... 14 appropriate action options; similar to a desktop OS interface.
Table Component .............................................................................................. 15

Linking to Web Pages, Web Sites & Documents ............................................. 15

Right Column .................................................................................................. 19
Faculty Page(s) ................................................................................................ 21
Workflow ................................................................................................. 24
Definitions ............................................................................................... 25
Appendices:
Page Layout ............................................................................................................. 12
Style & Editorial Considerations ............................................................................... 12
Diagram: CQ Workflow -- How CQ Works .............................................................. 14

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Training Objectives At Jefferson, the protocol is:
:: [Web Section]: [Department Name] : Thomas Jefferson University ::
At the conclusion of this training session you will be able to: e.g. :: Thomas Jefferson University : Jefferson Information Technologies : Applications & Services :
Web Development ::
• Know how and where to access CQ
• Create a new web page A search engine would now see that this page is about ‘web development’ OF the
• Reorder a web page ‘Applications & Services’ section, WHICH is part of ‘Jeff IT’, that is PART of TJU.
• Understand how left navigation works in CQ
TIP Open a current page on www.jefferson.edu from your site to use the same convention.
• Add text to a web page
Consistency is key for search.
• Add pictures to a web page
• Create links to other web pages, web sites and documents The following factors all tie into search relevancy for your page and all stems to quality content and
• Roll back to previous versions of a web page organization. As a web liasion you must keep the following in mind as you create new pages.
• Activate (publish) a web page
• Browser Window Title – the descriptor at the top of a browser window, in CQ this is the
Foundations Name field presented when you make a New Page
• Page Title – on the page.
There’s little debate that search is an integral part of the web. As you work on your site, it is to your • First sentence of the first paragraph that follows the Page Title.
benefit to keep the following concepts in mind as you create new pages. • Keywords – words that are relevant to that page’s content.
• Description – short description of the page’s content. If written correctly, you should be able
Search engines crawl websites looking for information relative to the word being searched. Using to pull a sentence from your first paragraph.
complicated algorithms, it ranks each page. • Images are to have ALT tags – search engines cannot glean content meaning
from .JPGs, .GIFs or other image file types. To insure that the photo is recognizable, and too,
Though these algorithms are constantly tweaked as the engines compete with each other, the ready for readers for the visually impaired – always add ALT information about the photo you
following appear to be the consistent variables, noting that one item is not necessarily more important are adding to your pages.
than another, however all, collectively, are evaluated to give web pages their ranking and hence,
their relevancy. Relevancy determines where your pages fall in the results. Remember that the name I mention these considerations at the onset of this lesson, as it is easier to add this information as you
of the game is to achieve the highest placement (or ranking) possible per the term searched. build your pages.
[File]Name – use natural language and put a hyphen between words. Do not use multiple words Look for the magnifying glass to take note of where these parameters are found in CQ so you
without breaks, avoid acronyms, abbreviations, or jargon and keep the filename below 21 can name/save items that will aid search, not hinder.
characters.

o FacultyPubs.html should be Faculty-Publications.html

o JEC.html should be /health-professions/elder-care/

Page Organization – this looks at how the pages are organized on the site. For example, if you
create a new Laboratory page and place it in the folder, Research, then Search Engines will
understand that the URL, /research/laboratory.html and that the Laboratory.html page must be
part of Research (which is part of your department).

Browser Window Title – The descriptor at the top of a browser window.

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 Getting Started in CQ
Please open Firefox and go to the training instance as directed. This location is specifically for CQ
This is a browser window title Training, when you are ready to edit your live site, be sure to bookmark http://editmysite.jefferson.edu.
used by all web browsers.
If you have been identified as a web liaison for your site, your Campus Key will be associated with the
site(s) you have permissions to manage.

Log in using your Campus Key and Password.

This is a page title.

This is a navigation title.

CQ Welcome Screen

ALL TITLES ARE VITAL for Search engines as each title

(+filename and structure) factor to rank pages.

TIP To make future access to your site easier, select Add Bookmark in your browser.

NOTE: The focus of this booklet is in regard to the Websites Console.

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 Creating a New Web Page
Console Description Notes
Websites Access all the pages in your website; create, edit, and The scope of this training is per this CQ
delete pages; start a workflow; activate and deactivate area EXERCISE: Create a new page using CQ.
pages; restore pages; check external links; and access
your user inbox On the Website Content Manager screen, via the top menu above the site files, select
Inbox Manage workflow inbox items For enabled Workflows New > New Page …
Tools Manage packages, designs, importers, workflow Senior Administrators
templates and scripts, replication agents and upgrades
Tagging Manage your tags and taxonomies

Clicking the Websites link from the CQ Welcome page will yield the Website Content Manager
(WCM) screen. Through this console you can create, copy, move and delete website pages, start
workflows, and activate (publish) pages. Double clicking on a page icon either in the Explorer Tree
on the left, or the page from the Page/Detail Pane on the right will take you directly to that page to let
you edit it.

Website Content Management (WCM) Screen

Explorer
Tree
Page/Detail Pane

Column Description
Title The title that appears on the page
Name The filename that appears in the URL
Published Indicates whether the page has been published and provides the publication date and time.
Modified Indicates whether the page has been modified and provides the modification date and time. In order to
save any modifications, you must activate the page.
Status Indicates the current status of the page, such as whether the page is part of a workflow or whether a
page is currently locked.
Impressions Shows the activity on a page in number of hits.
Template Indicates the template that a page is based on.

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There are several ways to open a web page: select the page and right-click > OPEN; double-click The Interface
to open your new page; and a hyperlink on a web page while editing.
This is your new page – with the elements that you will use to add your content to the page.

In order to use CQ you will need to need to become familiar with three areas/concepts.

Content Finder – site-wide shared assets. NOTE: These assets are available to all of Jefferson, by
design to reinforce a unified web presence. Please make sure that you have permission to post the
various forms of content: photos, documents, and video. Contact Jeff IT if you require access to
secure content on your site.

Contextual Menu – the ability to right-click on any object on the page to reveal available components
for that region.

Sidekick – this is where you access the components and page controls.

NOTE: In CQ, be very aware of where you place your page per the site’s structure as your new
page is automatically added to the left navigation based on your page’s placement in the directory.
Content
Having a well-organized site is vital for Search Engines to finding relevant information. For example: if Finder
you create a Laboratory page and put it at the home page level, (same level as Research), it will have Panel
less ranking than if you placed the Laboratory page inside of Research. Search Engines will
understand that the URL, /research/laboratory.html, that Laboratory must be part of Research.

You can also Move Page under the Page Controls tab in the sidekick. There is also an option to
Hide in Navigation in the Page Properties dialog box (also found under the Page Controls tab)
Additionally; you may reorder via the Explorer Tree as you would any other directory.

Contextual
Menu
via right-click
Sidekick

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The Content Finder Options The contextual menu is the menu that is relative to the component. Access the contextual menu by
right-clicking while mousing over an active component to reveal that component’s options.
Photos
The photos that you add to your site are available to all of Jefferson, so please be The best way to discuss a contextual menu is to add a component to your new page.
sure that you have the appropriate usage rights documented.
EXERCISE: Add a picture with text to the page.

Drag a Text & Image component to the gray box.

Mouse over the Text & Image active area to right-click.

Documents
PDFs, Word documents, etc.

Video
Flash files

Pages
Link to other web pages from your site

Paragraphs
Pieces of copy

Browse
Locate and upload other content not yet on the site.

The Contextual Menu

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Selecting Edit, you will see tabbed options available for this component. First add and/or edit your NOTE: If the link goes off the parental site, then open in a new window so that your visitor can easily
text. Note: similar to many word editing programs, you have a full text editor available. Mousing over return to your site.
the options will show hints of each function. For example, to create a list, highlight your text and click
on the bullets icon. If you choose to resize your photo >> Select one dimension, NOT BOTH to avoid distortion

Click the Image tab. Double-click to upload an image from your computer. Once the image is
uploaded, image options are at the bottom of this screen. This example demonstrates how to crop an Finished page:
image by grabbing a corner to size – a grid appears for visual spacing.

To make a hyperlink, select the copy that is to be the link. Then click on the Hyperlink icon (the
From the Advanced Image Properties, be sure to add an ALT tag for browser readers and to add World).
relevancy to your page for search. This tab is where you add a hyperlink if you wish your picture to
link to another site, page or document.

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 The Sidekick
Sidekick: Components

Components are the content elements that make a web page, such as text,
images, tables, etc. Add components either by double-clicking the gray box in
the content area, titled, ’Drag components or assets here’ or dragging and
dropping the component from the Sidekick onto the page.

Please note that there collapsible menu options which offer additional
components to use to build your page.

The following table lists components that are available from within the Sidekick.
When working on a web page, components that are available in Design mode
are dependent on your permissions (as the author). By default, every
component available in the Sidekick is also available in Design mode.

Sidekick: Page Controls

This is where you will find a majority of page-level controls over the opened page.

Page Properties has the controls that you will need to be familiar with as you
construct your pages and the options on this panel are reviewed below in detail.

The other options are named in the Page Control tab are indicative of their
functions for that page. So, Move Page will allow you to move the open page to
another area in your web site; Delete Page will remove that page from your site,
and so forth.

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Page Properties Description: Another metatag used for search engines to ascertain the nature of the content
on the page and is used for ranking. This will appear in search result with the Page Title. Like
The first option in the Page Controls is Page Properties. Editing the Page Properties is vital in the Tags/Keywords, I would strongly suggest completing this field when you create the page,
managing your page’s key pieces of information, such as: Title, Page Title, Navigation Title, Metatags as often you’ll find that you will not have the time, else forget to add them at a later date.
and Vanity URLs.
On/Off Time: You can control when this page appears on your site.

Vanity URL: Allows you to add another word/phrase by which the page may also be
Title: This is the browser window title and it is important for referenced. If you have Redirect checked, your party will go to the correct page using the
search engines as the nomenclature is figured in page shortened URL.
ranking.
This is a browser
window title used
by all web browsers. Sidekick: [Page] Information
Audit Log … is where you can
view build/edit logs of who
created or edited this page last.

Permissions … are where you

can assign others the ability to
access your site via CQ to
maintain the current page.
Tags/Keywords: Metatags that are vital in assisting Search Engines in identifying the page’s
content and hence, ranking the page’s relevancy per the keywords. I would strongly suggest
completing this field when you create the page, as often you’ll find that you will not have the
time, else forget to add them at a later date.

Hide in Navigation: Your new page is automatically added to the site’s navigation based on where
you created it (see note with Creating New Page) unless you check this box to hide the page in the
navigation.

Page Title: Displayed with the page content. It is vital that the page title is succinct and
indicative of the page’s content/nature. Page titles are also figured in search engine’s
algorithms for page ranking.

Navigation Title: This is how the page link will read in the navigation. Try to keep it the same
as your actual page title, however know that it is poor form to use whole sentences as
navigational links.

Subtitle: This will appear as slightly smaller text directly underneath the Page Title.

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Sidekick: [Page] Versioning Workflows facilitate the process of preparing a web page for posting. Workflow controls the order of
the steps that have to be performed on a page.
You may find that you wish to have a page in its state prior to the last revisions… or the current
revisions: To rollback a page, navigate to the page you wish to ‘rollback’... DO NOT EDIT the page. Custom workflows can be created based on your objectives.

Take notice that there are three expandable views to this tab.

Create Version

When a page is Activated, CQ automatically creates a version of the opened

web page. However, you can save iteration prior to activating by using Create a
Version.

NOTE: By design, it is important to know that you cannot close your page
without saving. Only Activating your page, (making it live), will create versions.
So to maintain the ability to go back to the original state of the page, we strongly
recommend that you start with creating a version of that page. This way if you Sidekick: Bottom Icons
make a mistake and simply want to go back, you can use the Version panel.
The row of icons at the bottom of the Sidekick are used to switch modes for working with the pages:
From the page…

1. Click on the Versioning icon in the Sidekick.

2. Click on Create Version (if not already expanded)
3. If you wish, add Comment (labels can be ignored)
4. Click the Create Version button

Restore Version

This is where you can select the different versions of this page and compare
between the versions.

Check the version you wish to rollback to, and click Restore. This version now
appears as the active page.

If you wish to compare a version to the opened page, check off the version you
want to be compared to the opened page and click on the Diff button.

NOTE: Remember that versions are automatically saved only when the page is
Activated. If you need to save a version prior to making the content live, then
manually create a version as described in the previous section.

Sidekick: Workflow

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Components to Know
Text / Text & Image Components
The Text component is part of the Image & Text
componet and operates in similar fashion.
WYSIWYG Editor
The difference are the image tabs are offered in
the later component. The image tabs are the same
as in the Images component describe in the next
section.

To add copy, open the component and either type

or paste in the WYSIWYG editor. This is a
standard editor the options are evident. Mousing
over the icons will reveal the name and function of
that icon.
Right-click to access contexual menu > Edit

Images Component
Exercise: Add a photograph from your computer and from the Content Finder to your new page.
Link that photograph to a web site.

There are two ways to add a photo to your page:

Drag component from sidekick to the component reception area titled ’Drop files or pages from the
Content Finder’ until the green check mark appears. The green check indicates that you have
successfully added the component to an open space on the page. [Remember that you can reposition
the components on your page after you’ve completed adding all of your elements.]

Double-click as indicated to browse from you computer.

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 NOTE: Be sure to add a short description of your picture for both search optimization and browser
readers (for the sight-impaired). It is best practices to get in the habit of doing this every time you add
a photo to your site.

Link to: is how you make your photo ‘hot’ so that it can go to another web page or document. Use the
browse button to either link to another web page within your site or to you computer to upload a
document. As indicated in the gray text under the field, Drop files or pages from the Content
Finder you may also drag items from the Content Finder. Note: if going off the parent site, please
make sure you open in a new window.

Ignore the Size dimension fields, unless you intend to distort the image. Unintentional distortion
appears as unprofessional and is not your friend.

Or, you can drag from the Content Finder

(Sub)Title Component
Either drag a Title component, or right-
click in the component reception area, to
access the contextual menu.

Right-click on the Title component to edit

the copy and select the style.
To access the Image Options, double-click the image icon or the picture itself. When you add a
picture the Advanced tab is adjacent to the Image tab.

Title, ALT Text, and Description fields are for browser readers and search. Please add short
Large Subtitle
descriptions while you add your pictures.
Medium Subtitle

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You can reorder the components on the page by dragging them. Horizontal Navigation

before moving subtitle If you have additional information about a section, the horizontal navigation is way to add pages,
documents or links regarding the topic, without making the user leave that section of the web site.

From the Sidekick, drag a Horizontal Navigation (aka hNav) component to the receiving area. You
will notice that it looks like a regular Text component.

NOTE: If you do not see the component, you may have to go to Design View, at the bottom of the
… moving the subtitle Sidekick) to turn it on to make it available.

Open the component. Type in your menu options. Highlight all, click on Bullet List (as depicted)

Subtitle moved

Link each item accordingly.

Click OK and upon closing the Horizontal Navigation is automatically created.

NOTE: Horizontal Navigations are to be

under the title of your page, so that the visitor
can see that there is other relevant
information per the topic/section.
NOTE: You can drag any components on a page, however you cannot drag a column component.

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Table Component Linking to Web Pages, Web Sites & Documents
Table Options Exercise: In the previous section, we went over where certain functions are located in CQ and how
to link assets to your page. This exercise is an demonstration as to how linking works in CQ.

NOTE: It is preferred to convert all documents to PDFs so that outside entities cannot modify your
intended message, or potentially misrepresent Jefferson.

NOTE: If you are linking off of the parent site, (another web site or department), be sure to have
the outside link open in a new window. This way your visitor can return to your site.

On your new page, select a piece of copy.

It’s worth noting that linking elements in CQ employs the same methodology and/or steps regardless
of whether you are linking to other site web pages, web sites or documents.

Select your component to open, right-click to get to the Edit option via the contextual menu. Then
select the Hyperlink icon from the WYSIWYG menu.
Drag a table component on to your page, and use the contextual menu to Edit.

Once you have the component open, you will see table buttons plus a standard WYSIWYG in the
menu bar.

Use your cursor as the control to modify as you wish. Put your cursor in a cell to:

• Add columns or rows (green plus sign)

• Delete columns or row (red X)
• type, modify text (via the WYSIWYG buttons
• select multiple cells > right click to merge cells for more complex tables

Browse, drag and drop, or type into the field from the Content Finder…

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NOTE: to add an email address as a link, please enter ‘mailto:’ before the email address Browse to another web page on your site. Always navigate to linking within Jefferson, as if you use
e.g. mailto:[email protected] is a valid email hyperlink. whole URLs as a way to avoid the linking process, you risk having that link break should the page be
moved.

If your item is in the Content Finder, there is no need to use the contextual menu – as you may drag
a document to the highlighted text, looking for the green check mark to know that the link has been
created.

Depicted in the following screen captures are the different types of content you can drag to your Else if known, type it in the web site address/URL (not Jefferson)
highlighted text that will automatically create a hyperlink to that content.

A document…

NOTE: At this time, documents (PDFs, .Docs, etc – non-images) have to be in the Digital Assets
Manager to add them to your page. So you must first upload your document. This is done from the
WCM, NOT THROUGH THE PAGE.

At top the WCM, click the second option to access the DAM.

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Then navigate to your site’s images folder. I have navigated to the UPPER TIER folder. This is where Right Column
PDFs and non-images are to be uploaded.
You have the option to add information to the right column of the page, in order to call attention to
From the New drop-down menu, select Then you will have to return to your page to add the file as promotional, timely, or to keep information as a constant throughout your site. Simply drag the
described earlier. components needed to create offerings..

NOTE: When you drag a component over the component reception box, that component is
automatically styled for that page area as defined by the site styles.

Adding Section Anchors

Exercise: Linking copy to specific
component on an either the same,
or a different web page.

Similar to adding a link to another

web page in your web site, you
would select the copy to make the
link, select the Anchor icon in the
WYSIWYG, and then browse to the
page per the prompt – for this
example, on this page. When you
browse to your current page, you
will see each item as its own Let’s add a news story. First create the news story itself, by adding a New Page from the WCM or
component to the right of the page Add a Child Page from the Sidekick (depicted in the example that follows).
selected. Select the piece of text Each box is a text component
that you want your new anchor to point to, and then click OK. on the selected page.

To create a section anchor,

select a component to create
an anchor.

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Sidekick > Page Controls > Create Child Page Drag a Title component to the right column area > type ‘In the News’ and select Large Title (note that
whatever you enter is already formatted for the right column.)
Select News Story template and add Title of your news story.
Drag a Text component under the Title component. Edit to add the title that will become the link to
the news story you just created.

Link the text to the new story by

navigating to the child page you
created earlier

Copy and paste text from your source into a News Story template.

While the link is selected the Styles

option is available. Select the
PopUp: NewsStory.

Return to the page where you wish to add the link to your news story in the right column.

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Right Column Buttons Faculty Pages
You can create standard TJU button by dragging a Button component over the reception area in the
To create a new faculty profile page, you will need to go to the WCM screen and select the ‘Faculty’
right column. It is defaulted to Unconfigured as you will have to define its parameters via Edit.
page in order to have the directory displayed in the Page/Details pane (on the right).

By default, the faculty page is dynamically written from its child pages to make the faculty list. This is
the Faculty List component and cannot be altered. So to add or delete a faulty member, you need
only to add or delete files in that directory. Remember to Deactivate prior to deleting, otherwise you
may leave a copy of the file on www.

Exercise: Create a new faculty profile page.

Create a New Page, from the top of the Detail pane select the Faculty Member Page template
(bottom of the dialog box)

Select where you want your button to take the user, (the Link).

Add the Caption, which is the button’s text and the visitor’s cue to click through.

NOTE: The former variations found in the button component’s Type of Button dropdown have been
depreciated. The button’s style will be trumped by the site’s CSS – light blue background, no border
(flat), not bolded, white, and small capped text.

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As you create your new faculty page, title the page per Last Name, First Name in similar fashion to Complete the form fields for each tab in the component, such as the Address, Education, Residency
the other faculty. Enter the last name in the Name field. and Fellowship information.

Open your new page.

Mouse over the component
to access the contextual
menu to Edit.

VITAL NOTE: You must enter the Campus Key without extra spaces for the faculty landing
page to work correctly. Profile pages without Campus Keys will break the main faculty landing page
(you will see a code error).

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Conventions for Consistency Workflow (formerly Activate/Deactivate)
Credentials are not to have punctuation – so MD, PhD, MS, etc. Activating a page makes it visible to the outside world on your website.
Rather than activating directly to post to www.jefferson.edu, Activate now
Phone numbers use parentheses for the area code -- (215) 503-8899 initiates Workflow, which sends an email to Jefferson site administrators to
review your content to insure that proper conventions and web standards are
Do not add the word, ‘fax’ after number (or any text in the phone number fields)
in place prior to adding to the Jefferson web presence.
Spell out road names – e.g., Street, not St. or Avenue versus Ave
There are two ways to Activate a page:
Use Post Office standard state abbreviations – e.g. PA, NY, etc.…
• First, while you are on the page, Activate from the Sidekick, via
Page Controls > Activate (depicted to the right)
• Or, from the Page/Detail pane on the WCM screen: select the page
Scopus Feeds to be posted, and then right-click to access the contextual menu >
Activate
Many, if not the majority of faculty publish their research and/or their contributions in publications.
The Academic & Instructional Support & Resources (AISR) – more commonly known as the Library, When you activate you will see a quick
has contracted with Scopus, whereby we can provide add a dynamic feed to faculty profiles so that message in the upper right of the CQ screen
the feed will automatically update as the faculty member publishes. that appears at first glance to be an error. It is not, but information
stating that you cannot replicate (posting to server) and that a ‘Request
Here are the steps to generate a Scopus feed that you will need for the last field on the Basic for activation/deactivation has been issued.
Information tab in the faculty component.

1. Go to http://www.scopus.com/scopus/search/form.url
2. Click the Author Search tab
NOTE: Documents and photos added to the DAM (known as Assets) also go through Workflow for
3. Enter their name (surname is usually enough, unless it's fairly genetic); leave the affiliation field blank uploading to www.jefferson.edu.
and click Search.
4. Looking at the results, check the Authors column to match the name most closely associated to what Conversely, Deactivating and Delete removes pages or assets from www.jefferson.edu.
you entered. If there are too many results you can use the Refine Results options on the page to filter Deactivating also initiates the Workflow for the admin to complete the request.
out results not needed. If no results are returned, you can refine the search or ignore 5-7 below.
5. Click "Details" under the Document column to view their specific biography record*. To Delete a page, remember to DEACTIVATE first, so that CQ knows to remove that from
6. In the right column, halfway down, you'll see an RSS icon. Click the RSS icon to open a new window, www.jefferson.edu, then DELETE the page. It’s possible that if you delete without deactivating
which asks you to name your RSS feed. You can leave it as is.
that a copy of that page can remain on www.jefferson.edu. This has to do with how CQ
7. Click continue to generate the RSS querystring. Copy the value after "registrationId="
administers the content to www, which is primarily a cache-based system. To be safe always
deactivate and then delete. Both requests will be processed by Workflow.
If there are issues concerning the feed, Scopus has mechanisms in place to correct concerns and
AISR can assist you in addressing. More often than not, faculty have more than one author ID, and
they need to be combined to accurately display all of their publications.

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 You may also choose to initiate a Workflow via the last tab in the Sidekick.

Select Request for Activation from the drop-down menu.

Click the button that reads, ‘Start Workflow’

This will place the page in the admin’s inbox for review.

For your information, this is how the Workflow Inbox appears to the Site Administrators. We check
the inbox regularly, but no less than three times a day, (morning, lunch, and late afternoon.) To that,
should you have a page or a document that needs to be posted in an immediate fashion, please email
either KT Ferrera or Mike Eidle directly for a quick turn-around, as we will do our best to
accommodate reasonable requests.

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 Page Title: In CQ, this is the major heading on the web page. This is factored into search to access a page’s
Definitions topic and ultimately, its relevancy. (see page 10) This can be changed via the Page Properties.
Activate: The CQ action to that initiates Workflow to publish a web page to www.jefferson.edu. A new version of Parent Site: Specifically, your web site. In reference to linking to another site that is not part of your site (the
your page is created each time a page is activated. parent). Be sure to have an outside link open in a new window so the visitor can easily return.
AEM: Adobe Experience Management – Adobe’s new name for CQ Production Server: The public facing web server. (aka, ‘www’, ‘www.jefferson.edu’ or ‘live web site’)
Author: The person associated with a web site who has permissions to edit and publish pages. Also the name of Redirect: An alternative path to another web page added to an existing web page.
the server that is accessible to web liaisons and/or content editors.
Queue: An area where pages are staged, ready to be posted to www.jefferson.edu.
Browser Window Title: The information line that is displayed in the browser window. Search engines use this
line in conjunction with other elements on your page to assess your page relevancy. Secondary Navigation: aka ‘horizontal’ navigation (or hNav) that is supplemental to the left navigation that is
directly under the page head. This keeps the visitor on topic without navigating away from the topic section.
Components: Draggable pieces of content functionality that allow you to add predefined items that comprise
your web page (Text, Text & Image, Form, etc.) Sidekick: A CQ panel that contains a collection of components and functionality necessary to build and maintain
your web pages.
Content Finder: The left pane available when you are editing a page in CQ.
Status (Page): Via the Page/Detail pane of the WCM, this is the state of a page in terms of whether its been
Contextual Menu: The functionality accessible by right clicking on an element/component to reveal options published (to www) or not.
specific to that object, (EDIT, DELETE, etc.).
Title: when you create a new page, this is the browser page title that appears as part of the browser window.
DAM: An acronym for Digital Assets Manager, which is the location that CQ uses to store your photos and Search engines weigh the title to assess and assign the content relevancy ranking.
files/documents. Use the DAM to upload your documents before linking to your pages. Photos can be uploaded
directly to your pages or via the DAM. Found in the Assets folder from the WCM. WCM: acronym for Website Content Manager. The screen displayed after you click the Websites Console from
the Welcome screen. Where you make new pages, access the DAM
Description: Metatag information used by search engines. Typically, a few sentences that describes the nature
or objective of that page. Web Address: aka URL, the path that you type into the browser address bar to go to a web site – typically starts
with ‘http:’ or ‘https:’
Explorer Tree: The left pane on the WCM, operates similar to a standard directory and is where you move
pages per the site structure, which in turn, creates your left navigation. Websites Console Manager (WCM): The first console on the CQ Welcome page. This is where you manage
your overall site structure including, adding/deleting/ordering site pages.
Jeff IT Service Request: If you need assistance or help with your web site, please put in a Service Request at
http://www.jefferson.edu/jeffit/request/ WYSIWYG: An acronym for ‘what you see is what you get’ text editor.

Keywords: Metatag information used by search engines which are succinct words, or short phrases, that URL: Universal Resource Locator, aka web address, the path that you type into the browser address bar to go to
indicate what the page is about, separated by commas. a web site – typically starts with ‘http:’ or ‘https:’

Left Navigation: the ‘spine’ of your site that a visitor will use to find key information regarding your Vanity URL: A shorter path that is a redirect to where the page physically resides on a web site. A pseudo URL
department/services. that is not a page, but when entered into a browser address bar, the web site (server) will automatically forward
to another URL (typically, a physical page where the content is actually located on the site).
Link: short for hyperlink. Linking is the key to making a ‘web’. A link can be to other pages on your web site, to
other web sites, to email address, or files/documents, such as PDFs or Word documents. WCM: An acronym for the Web Console Manager, see definition above for more info.

Name: As you create a new page via the WCM, this is the actual filename of the page and this is as it will appear Workflow: a process by which upon an Author’s activation, a CQ email is sent to the site administrator’s for
in the URL. Use natural language with hyphens between words. If you leave the field empty, CQ will use the Title review and posting to www.jefferson.edu.
as the filename. Search engines weigh filenames to assess the page topic in order to give the page relevancy for
search. DO NOT USE special characters when naming new pages.
Page Assets: In regard to activating a page, page assets are the additional elements, (not text), that are
available on the page you are about to publish. Such as photos, documents, and unpublished web pages.
Page/Detail Pane: The right pane on the WCM, which shows you the web pages per the selected directory from
the Explorer Tree.

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Quiz Time AEM Content Management System (CMS)
To review … Training Acknowledgement Form
1. I want to link to http://www.myphilly.com on my web page, so I do not need to open a new I acknowledge that I have received training/instruction on how to perform the following tasks in CQ
window when I create the link. CMS to maintain my website _____________________________________________.
T | F
I am capable to do the following, in regard to maintaining my web presence.
2. Spaces are not allowed when I create filenames for my web page.
How to access Jefferson’s CMS 
T | F Training Manual provided to me for reference 

3. I have to use the contextual menu to hide a page in the navigation. How to create a new page within CQ 
How to add basic text to a web page 
T | F
How to create a text link (hyperlink) to:
4. In CQ, navigation, (or menus) are dynamically created based on my site’s directory structure, A document on my computer 
(how I order/organize my pages). Another page within my website 
T | F
An external web address 
5. I need to ‘Save as Draft’ so I can show the page to a colleague for review. An email address 
T | F How to insert content and modify the right column area 

6. If I make a mistake, I can ‘Close’ without saving. How to insert and modify Horizontal Navigation 
How to insert a image on a web page 
T | F How to modify and edit an image using the CQ options/editing tool 

7. I need to contact Jeff IT Web Services to add/delete/modify faculty members. How to delete a page/document 
How to “Roll Back” to the previous saved version of a web page 
T | F
How to Activate a web page 

Client Signature ___________________________________ Date: _____________________

WAS Signature __________________________________ Date: _____________________

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Appendix 1
Jefferson Page Layout

Masthead

Standard Education Layout Page

For Residency and Fellowship pages – developed Right
with Marketing per student focus group Horizontal Navigation (hNav) Column

Key elements from the focus group findings:

Marketing Links in hNav – set from Marketing

Director picture (leadership)
Letter from the Director
Program Director (who decides students fate) Left
Contact address/info (send submisson) Navigation
ERAS Info Box (leftNav)
APPLY NOW to Letter size PopUp that
describes the Application Process
Recent Publications – Scopus Feed per
Department PubMed Submissions
It’s a Matter of Style … Jefferson’s
We are part of one institution, even though our individual ADDING DOCUMENTS or IMAGES (cont’d) PHOTOS
offerings differ from department to department, or school to PDFs are to be uploaded directly to the DAM in your appropriate area –
program… The fact remains that it is vital for Use the exact filenames to search the Content Finder.
remember that all of Jefferson can link to these. If necessary to keep the
www.jefferson.edu to have a unified web presence for document secure, do not post to the web – consider using Pulse. Per the branding guidelines from Marketing – (ideally) no more than
many reasons. TJU must have a professional web site that three people in a shot. Best to have subjects engaged in an activity.
uses standard conventions throughout, otherwise TJU as Remember to click New File while in the DAM.
an entity appears disjointed to the public, and more Please make sure that photos are cropped to feature the ‘action’ or
Activate after adding a new document in the DAM. ‘faces’ within the picture. Be mindful of what is competing with the
importantly, to those who are considering Jefferson as a
place of higher education, employment or research – even TITLES subject of the photo – such as too much sky/pavement, or a visually
as a patient. Having a professional, clean presence is cluttered background, etc.
Use ampersands (&) in titles – it’s easier to read in larger type.
achieved through common branding elements, Faculty photos are 120 by 120 pixels with a macro crop – and filed by
standardized usability features and conventions. Hence, Do not capitalize ‘small’ words, prepositions e.g. a, the, to, for, from, … campus key and in the Portraits folder in the DAM. Poorly cropped
the organization/institution is greater than its parts. faculty pictures will be reworked, (again, Jefferson faculty pictures are to
GENERAL
be consistent through out all of Jefferson).
Please consider the following when creating your pages. No periods in credentials – e.g. MD, PhD, MS, PharmD, etc.
Web pages found to be unprofessionally executed will be Ideally, use a photo editing tool, like Photoshop, prior to adding to the
reworked – not the content – by simply addressing the Capitalize formal names in emails so it’s easier for the reader to DAM. CQ’s image editor is not the best. Use guides to frame the face,
layout to conform with that which is in alignment with remember. e.g. [email protected] top guide in eyebrow area and bottom guide, below the bottom lip. The
parallel sites, so all JMC Residency sites, Program sites, Contact phone numbers: in 2012, you need only to identify the numbers objective is to have the user connect with the person’s expression –
Service sites, etc., share similar user experiences per the that are not landlines. Please do not state ‘telephone’ or ‘phone’. answer ‘who’ is this person visually. Remember that when you speak to
overarching objective of that entity. someone, the focal point is the subject’s face ( = eyes thru to mouth) not
Use the traditional phone reference of placing area codes in the top of one’s head.
CREATING NEW WEB PAGES parentheses.
Filenames are to be succinct, using less than 21 characters. Using
sentences for filenames is poor form (and can pose potential (215) XXX-XXXX
downloading problems for your end-user). (215) XXX-XXXX fax
(Adding the word ‘fax’ is not necessary on the faculty profile template, as
Use natural language, not internal jargon and avoid acronyms. it is automatically added if the fax number is populated)
e.g.. /clinpharm.html will not be interpreted by a search engine, however
/pharmacology.html will be understood and hence, ranked. Do not use abbreviations on your web pages. Always spell out ‘Street’ or
‘Suite’, or ‘Introduction’. Copy should be formally presented.
ADDING DOCUMENTS or IMAGES
In text, numbers one (1) through ten (10) are to be spelled out.
NO SPACES in your filenames – including PDFs and JPGs! Some
browsers turn spaces into ASCII characters, which then no longer Define acronyms when first introduced on your site before using them.
matches what you have uploaded to the DAM – hence, the visitor will get
a ‘Page Not Found’ error.

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Appendix 2 – CQ Workflow: How the CMS works at Jefferson

More detailed diagram

of AEM from Adobe

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