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Penn State University Libraries

CMS Manual

Page Content

 

Editing a Page

After the page has been created, you can edit its content. When you first create a page, the page includes only the text and elements from the template. You add content by double-clicking or dragging and dropping components onto the page. Best practice is to add Column Control first, then PSUL Title, if needed, followed by the remaining necessary components.

Note: Your account needs the appropriate access rights to create or edit pages.  When working on a page for the first time, test your permissions by making a small edit & clicking submit.

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Inserting a Component

After you open the page, you can start to add content. You do this by adding components (previously called paragraphs).

To insert a new component, do one of the following:

  • Double-click the area labeled Drag components or assets here... or drag a component from the floating toolbar (called the Sidekick) to this area. The editable area appears wherever new content can be added, such as at the end of the list if other components exist or at the end of a column.
  • If a component already exists, you can right-click the component and select New... This inserts the new component before the existing one. Then click the new component that you want. A window opens that allows you to configure your component and add content.

 

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Copying a Component

To copy a component:

  1. Select the component and right-click.
  2. Select Copy from the menu.
  3. Select and right-click the component directly below the location where you want your copied component to appear.
  4. Select Paste.
  5. Click OK.  Your copied component will appear directly above the component you selected.

 

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Editing a Component

To edit an existing component, do one of the following:

  • Double-click the component to open it. You see the same window as when you created the component's existing content. Make your changes and click OK.
  • Right-click the component and click Edit.

 

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Moving a Component

Click and drag to move.
Click and drag to move.

To move a component:

  1. Click the component you want to move. CQ highlights it.
  2. With your cursor on the component outline, drag and drop the component to the new location. CQ indicates where components can be moved to with a green checkmark.
  3. Your component is moved.

 

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Deleting a Component

To delete a component:

  1. Select the component and right-click.
  2. Select Delete from the menu. CQ requests confirmation that you want to delete the component as this action cannot be undone.
  3. Click OK.

 

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Setting Page Properties

Screen shot of the Basic Tab in the Page Properties window
PSUL Page Properties

Metadata (entered under Page Properties in CQ) is useful for allowing users of the CMS not responsible for pages and digital assets to quickly locate and identify content they wish to re-use in their area of the system, and for visitors to the Libraries website to quickly identify and retrieve materials of interest. There are two types of metadata in the CMS:

  • Fields with values entered in Page Properties, to give descriptive information about the page or digital asset not found in the content itself;
  • Tags, also entered in Page Properties but drawn from pre-developed controlled vocabularies, which allow developers to create dynamic pages in the CMS structured around particular themes such as library hours or academic subjects.

Depending on if you are creating metadata for a page or for content in the Digital Asset Manager (such as images, audio/video, etc.), there are different metadata requirements. This is because for web pages, CQ will index the full text as well as the metadata you have entered, so it is less important to have a full metadata record. Of course, you may enter as much metadata as you like in the Page Properties for your own reference.

Page Properties define the various properties of the page, such as titles, when they appear on the website and others.  To set the page properties, do the following:

  1. Open the page you want to edit.
  2. In the sidekick, click the Page icon. Select Page Properties... from the list.
  3. In the window that opens, click on the Advanced tab:
    1. Language (recommended): if text-based, especially if the page happens to be in another language
  4. In the window that opens, click on the Basic tab:
    1. Hide in Navigation (required): check the box unless the page is one of the top level pages of your site (per Web Steering)
    2. Tags (may be required, as applicable): provide subject headings to the page, and may be used to include your page in dynamic pages elsewhere on the Libraries website. Consult with the CMS implementation team to determine if a particular tag is required for dynamic content.
    3. Title (required): supplied when page is initially created, but may be changed later
    4. Description (recommended): indexed by CQ, though on equal basis with the page content, i.e. a description won't enhance its standing in search result
  5. Click OK.

 

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Default Components

CQ comes with a variety of out-of-the-box components that provide comprehensive functionality for website authors. The following section includes an overview of all default components as well as a description of each component item and examples of what the components look like in CQ5.

Tip: Do not confuse a component with a widget.  CMS components are the basic building blocks for adding any content to your site.  One type of component, the PSUL Widget, allows you to pull content from third party sources by pasting code into it.

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Working with Components

When working with any components, you can add them either by double-clicking Drag components or assets here or dragging and dropping the component from the Sidekick onto the page. Some default components are hidden from view and are usually only added by a developer.

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List of Available Components

The table lists all* components that are available from within the Sidekick and when inserting a new component.

*Note: Forms components are listed in the Forms section of this manual.  Guides components will be listed in another section coming soon. Occasionally, additional components may appear in or disappear from the Sidekick as the Developers work on them.

Available Components
Title Purpose Sidekick Availability Equivalent in CQ4
Column Control Mechanism for controlling and formatting columns. Columns
None
Title Bar Mechanism for displaying title of site. N/A. Already placed on page and set for you. You may edit if your site name changes. Header
PSUL Title Mechanism for displaying page title. psul. Recommend using only one instance per page. None
PSUL Text
Rich text editor.
psul
PSUL Text
PSUL Text & Image Rich text editor & image component. Displays text and/or accompanying image displayed to either the left, right, top, or center. psul

PSUL Text

PSUL Image

PSUL List Rich text editor used for creating styled bulleted or numbered lists. psul None
PSUL Anchor Menu Works with Anchor Name to display a menu of clickable links to anchors on the page. psul PSUL Anchor Menu
PSUL Anchor Name Works with Anchor Menu by creating an anchor for inclusion on a menu of clickable links. psul PSUL Anchor Name
PSUL Back to the Top Creates a link to an anchor on the top of the page. psul PSUL Back to Top
Reference A reference to content on another page, allowing reuse of content without redundant copies of that content. Reference is linked to the original content so that changes to the original are automatically reflected. General Reference Paragraph
PSUL Widget Mechanism for inserting code for third-party content such as Flickr slideshows, Twitter searches, YouTube videos, and more! psul None
Slideshow Dynamic slideshow that rotates through a set of selected images. General. Currently not available due to display issues.
None
Flash Allows you to enter a flash movie. General None
Chart Dynamic bar, line or pie chart created from raw data. General None
Download Makes a file available for download by the website visitor. General
PSUL Download
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Column Control
screen shot of the column control element in CQ
Column Control

Columns control the layout of content in CQ.

The Column Control component lets users split the content in the main panel of the web-page into multiple columns. Users specify the number of columns and then create, delete, or move content within each of the columns.

Select the number of columns you want rendered. Once created, each column has its own Drag components or assets here link for adding content.

The example above shows the Column Control component ready for use. You can now use the placeholders for new components.

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Title Bar and PSUL Title
Screen shot of CQ's Title Bar and PSUL Title elements
Title Bar and PSUL Title Components

The Title Bar component is on every page. It contains the name of your site (eg. Human Resources, William and Joan Schreyer Business Library, Penn State Schuylkill Ciletti Library, etc.). You do not need to add it and cannot add additional Title Bar components. In most cases, the information is already populated for you. You may hyperlink the Title Bar content if desired. Right-click to edit it. The link will be inherited by subpages.

The PSUL Title component creates a page title on your page, just below the Title Bar area. (Remember that the Title Bar component is the area for your site title and PSUL Title is what you will use for individual page titles.) A PSUL Title component is optional (especially if your page and site share the same title) and only one PSUL Title should be added per page.

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Title Bar
screen shot of the title bar window in CQ
Title Bar

If you need to change this information, because your site name has changed or you have a sub-site with a different name, you can change the Title Bar text:

  1. On the top-most page that needs to be changed, double click to edit the Title Bar component.
  2. In the Text field, enter your new Title Bar text.
  3. Hyperlink the Title Bar content if desired. The link will be inherited by subpages.
  4. Click OK. The Title Bar will be updated for this page and all subpages below it.
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PSUL Title
screen shot of the psul title bar element in a window in CQ
PSUL Title

To add a PSUL Title component to your page:

  1. On the sidekick, expand the psul section, find PSUL Title and drag it to the top of your page. The PSUL Title component will appear with the Page PropertiesTitle as its default text (i.e., the title given to the page when you created it).
  2. Click to edit the PSUL Title component.
    1. Under Title, if you would like the PSUL Title and the Page Properties to differ, enter text. Otherwise, leave this field blank.
    2. Under Type / Size, choose a style for your PSUL Title (eg. Underline, No Underline, etc.).
  3. Click OK. Your component will be updated with the text and style you selected.
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PSUL Text & Image, PSUL Text, and PSUL List
screen shot

There are three rich text editors in CQ: PSUL Text & Image, PSUL Text, and PSUL List

  • PSUL Text & Image: allows you to create blocks of formatted text and/or an image. 
  • PSUL Text: allows you to create blocks of formatted text only; can be used in narrow columns where there is not enough room for a corresponding image.
  • PSUL List has limited rich text editor functionality, but allows you to create styled bulleted or numbered lists
Text Edit Features
    PSUL Text & Image
PSUL Text
PSUL List
Text Tab (WYSIWYG editing - What You See Is What You Get)
  Basic Character Formatting (eg. bold, italics, etc.)
  Predefined Styles & Formats (eg. Special Link, Indent Note, Heading 4, etc.)
X
  Cut, Copy, Paste (buttons)
X
  Alignment (eg. left, right, center)
  Indentation & Lists (default bullets & numbering)
  Text Style (formatting for lists)
X
X
  Links & Anchors
  Find & Replace X
  Spelling Checker X X X
  Tables X
  Special Characters X
Image Tab (inserting & editing images)
X X
Advanced Image Properties Tab (setting image attributes) X X
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Text Tab
Text Tab

The Text tab is a means for inputting textual content into CQ. The WYSIWYG editing dialog provides a wide range of functionality:

Basic Character Formats

Here you can apply formatting to characters you have selected (highlighted); some options also have short-cut keys:

  • Bold (CTRL+B)
  • Italic (CTRL+I)
  • Underline (CTRL+U)
  • Subscript
  • Superscript

All operate as a toggle, so reselection will remove the format.

Predefined Styles and Formats

PSUL Text and PSUL Text & Image can include predefined styles and formats. These are available with the Style and Format drop down lists and can be applied to text that you have selected.

A style can be applied to a specific string of text (a style correlates to CSS).  A style can be removed; place the cursor within the text to which the style has been applied and click on the remove icon.

Caution: Do not actually reselect any of the text to which the style has been applied or the icon will be deactivated.

Whereas a format is applied to the entire text paragraph (a format is HTML-based).  A specific format can only be changed: Paragraph (default), Heading 1, Heading 2, Heading 3, Heading 4, Heading 5, and Heading 6.

Cut, Copy, Paste

The standard functions of Cut and Copy are available. Several flavors of Paste are provided to cater for differing formats.

  • Cut (CTRL+X)
  • Copy (CTRL+C)
  • Paste

This is the default paste mechanism (CTRL+V) for the component; when installed out-of-the-box this is configured to be "Paste from Word".

  • Paste as Text: Strips all styles and formatting to paste only the plain text.
  • Paste from Word: This pastes the content as HTML (with some necessary reformatting).

Undo, Redo

CQ keeps a record of your last 50 actions in the current component, held in chronological order. These actions can be undone (and then redone) in strict order, if required.

  • Undo (CTRL+Z)
  • Redo (CTRL+Y)

Caution: The history is only held for the current edit session; it is started anew each time you open the component for editing.

Alignment

Your text can be either left, center or right aligned.

Indentation & Lists

The indentation of a paragraph can be increased, or decreased. The selected paragraph will be indented, any new text entered will retain the current level of indentation.

Both bulleted and numbered lists can be created within your text. Either select the list type and start typing or highlight the text to be converted; in both cases a line-feed will start a new list item.  Nested lists can be achieved by indenting one, or more, list items. 

Tip: If you'd like to change the list style, use the PSUL List component instead.

Text Style

PSUL List can be used to apply formatting lists. It is available with the Text Style drop down list and can be applied to text that you have selected.  Only one Text Style can be used per PSUL List component.  (See the Style Examples for styles that are currently available.)

Links

A link to an URL (either within your website or an external location) is generated by highlighting the required text then clicking the Hyperlink icon

A dialog will allow you to specify the target URL; also whether it should be opened in a new window.  You can:

  • type in a URL directly
  • use the site map to select a page within your website
  • enter the URL, then append the target anchor; e.g. www.wikipedia.org/page#AnchorName
  • enter an anchor only (to reference "the current page"); e.g. #anchor
  • add an email link by preceding a full email address with mailto:

Note: The URI can be prepended with any of the protocols configured for our installation. In a standard installation these are http://, ftp://, and mailto:. Protocols not configured for your installation will be rejected and marked as invalid.

To break the link position the cursor anywhere within the link text and click the Unlink icon.

Anchors

An anchor can be created anywhere within the text by either positioning the cursor, or selecting some text. Then click on the Anchor icon to open the dialog.

Enter the name of the anchor then click OK to save.  The anchor is shown when the component is being edited and can now be used within a target for links.

Find and Replace

CQ provides both a Find and a Replace (i.e., find and replace) function.

After the first instance of the specified string is found, a Find next button appears in both the Find and Replace features to search the open component for the next instance of the specified text. You have the option to specify whether or not to match the case (upper/lower) of the text you enter.  The search will always start from the current cursor position within the text. When the end of the component is reached a message will inform you that the next search operation will start from the top.

The Replace option allows you to Find, then Replace an individual instance with the specified text, or to Replace all instances in the current component.

Spelling Checker

Not available.

Tables

In the PSUL Text & Image component, table functionality is available via the context menu (usually the right-mouse-button) clicked within the table.

The table-specific functions are:

  • Table Properties
  • Cell Properties
  • Add or Delete Rows
  • Add or Delete Columns
  • Selecting Entire Rows or Columns
  • Merge Cells
  • Split Cells
  • Nested Tables
  • Table Properties

The basic properties of the table can be configured, before clicking OK to save:

  • Width: The total width of the table.
  • Height: The total height of the table.
  • Border: The size of the table border.
  • Cell padding: This defines the white space between the cell content and its borders. (This value has been preset to 5 pixels.)
  • Cell spacing: This defines the distance between the cells.

Note: Width, Height and certain cell properties can be defined in either:

  • pixels; for example 400
  • percentages; for example 100%

Caution: We strongly recommend that you define a Width for your table.

The properties of a specific cell, or series of cells, can be configured:

  • Width
  • Height
  • Horizontal Align (Left, Center or Right)
  • Vertical Align (Top, Middle, Bottom or Baseline)
  • Cell type (Data or Header)
  • Apply to (Single cell, Entire row, or Entire column)

Rows can be added either above or below the current row. Columns can be added either to the left or right of the current column. The current row or column can also be deleted.

When you select the entire current row or column, specific actions (e.g. Merge) are then available:

  • If you have selected a group of cells you can merge these into one.
  • If you have have only one cell selected then you can merge it with the cell to either the right or below.

Select a single cell to split it:

  • Splitting a cell horizontally will generate a new cell to the right of the current cell, within the current column.
  • Splitting a cell vertically will generate a new cell underneath the current cell, but within the current row.

Creating a nested table will create a new, self-contained table within the current cell.

Note: Certain additional behavior is browser dependent:

  • Windows IE: use CTRL+primary-mouse-button-click (usually left) to select multiple cells.
  • Firefox: drag the mouse to select a cell range.

Special Characters

Special characters can be made available to your rich text editor; these might vary according to your installation.  Use mouseover to see a magnified version of the character, then click for it to be included at the current location in your text.

Source Editing Mode

The source editing mode allows you to see and edit the underlying HTML of the component.

Caution: When leaving source mode CQ makes certain validation checks (for example, ensuring that the text is correctly contained/nested in blocks). This can result in changes to your edits.

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Image Tab
cropping in the t&i component  tab

The Image tab displays an image and accompanying text according to the specified parameters. Drag and drop an image from the Content Finder.

  • Image: You can drag an image from the content finder. Do not load any images unless they are already in the DAM. After the image is loaded, you can create a clickable image map, crop the image, rotate it, or delete it. To zoom in and out of the image, use the slide bar beneath the image (above the OK and Cancel buttons)
  • Map: To map an image, click Map. You select how you want to create the image map (rectangle, polygon, and so on) and specify where the area should point to.
  • Crop: Click Crop to crop an image. Use your mouse to crop the image.
  • Rotate: To rotate an image, click Rotate. Click Rotate repeatedly until the image is rotated the way you want it.
  • Clear: Remove the current image.
  • Advanced: These tools include the title, description, and the size.
  • Title: The title of the image.
  • Description: A description of the image.
  • Size: Sets the height and the width of the image.

 

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Advanced Image Properties Tab
entry fields in advanced tab
  • Alt Text (required) alternative text for accessibility purposes.  Please refer to the PSU Accessibility page for best practices when creating alt text.  If no image is used, you will need to add a blank in the alt text field.
  • Style: set alignment to Left (default), Right, Top or Center Tip: If you do not have an image, set alignment to Right so that you can view your PSUL Text & Image component without the empty placeholder image icon in the way.
  • Description: add a description below the image
  • Link to: makes the image a hyperlink
  • Width X Height: set width or height to resize image
  • Title: additional metadata for the image
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PSUL Anchor Menu and PSUL Anchor Name
Screen shot of the PSUL Anchor Menu & PSUL Anchor Name elements in CQ
PSUL Anchor Menu & PSUL Anchor Name
Adding PSUL Anchor Menu & PSUL Anchor Name Components
  1. On the sidekick, expand the psul section, find PSUL Anchor Menu and drag it to the top of your page. (For now all you will see is a blue bar.)
  2. For each header for which you’d like to create an anchor in your anchor menu:
    1. On the sidekick, expand the psul section, find PSUL Anchor Name and drag it to your page. Your PSUL Anchor Name will appear as a header titled "no title."
    2. Click to edit the your new PSUL Anchor Name:
      • Anchor Name: forms the URL of the anchor
      • Anchor Style: the style of the header (eg. h3, h4, etc.)
      • Anchor Title: the header title that will appear
    3. Click OK. The page will refresh and your anchor menu should be updated with all of the anchors.
  3. Click to edit your PSUL Anchor Menu.
  4. Select an Anchor Style (eg. Bar, List – square, List – no bullet, etc.). Click OK

Tip: Refresh the page when editing and/or rearranging PSUL Anchor Name components, so that you can preview what you updated PSUL Anchor Menu will look like.

Tip: Do not use search as an Anchor Name. "Search" is used internally by the CMS, which prevents the Anchor Title associated with it from appearing properly.

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PSUL Anchor Menu
Screen shot of the PSUL Anchor Menu element in CQ
PSUL Anchor Menu

The PSUL Anchor Menu component works with the PSUL Anchor Name component to create a dynamic list of anchors to various headings on your page. It requires no input from you.

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PSUL Anchor Name
Screen shot of the PSUL Anchor Name element in CQ
PSUL Anchor Name

The PSUL Anchor Name component creates a header with an anchor. Use it with the PSUL Anchor Menu to create a dynamic list of anchors to various headings on your page.

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PSUL Back to the Top
screen shot of the PSUL Back to the Top element in a window in CQ
PSUL Back to the Top

The PSUL Back to the Top component creates a link to an anchor on the top of the page. If you don’t want to create the link yourself within a PSUL Text & Image component via the hyperlink icon or source code HTML, you can use this component as a shortcut.

To add a PSUL Back to the Top component to your page:

  1. On the sidekick, expand the psul section, find PSUL Back to the Top and drag it to your page. The PSUL Back to the Top component will appear with as a link with “Top” as its default text.
  2. Optional: Click to edit the PSUL Back to the Top component.
    1. In the Text field, enter the text for your back to top link (eg. back to top, to top etc.).
    2. In the Text Alignment dropdown menu, select Right (default) or Left.
    3. Click OK. Your component will be updated with the text and alignment you selected
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Reference
Screen shot of the Reference component in a window in CQ
Reference

The Reference component lets you reference text in another part of a CQ5 site (within the current instance). The referenced paragraph will then appear as if it was on the current page.

  1. Click to access a tree of the site pages.
  2. Select a page and click OK.

Tip: You can also use Content Finder's Paragraphs tab to drag paragraphs onto the Reference component.

Caution: If the paragraph you are referencing from another page is deleted, the content will disappear from your page and may cause an error until the Reference component is removed.

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