Matrix Tutorial. Creating and Editing PhD Projects

Transcription

1 Matrix Tutorial Creating and Editing PhD Projects

2 Contents Matrix Best Practice... 1 Creating a Research Asset... 2 Details Screen... 6 Adding an image... 6 Content Screen... 8 Content Contianer Toolbar... 9 Adding a Link to Text Adding a PDF Link to Text Metadata Screen Adding SEO Data to a Profile Specifying a Contact Name, Number and Selecting a Subject Area Selecting the Staf Lead(s) PhD Text Content Containers PhD Anchor Bar Adding Related Research PhDs Projects Populating the PhD Fact Box Submitting a Profile for Approval... 25

3 Matrix Best Practice Ensure you are using suitable keywords in content Try not to be repetitive Include informative details in the callout, description and keyword metadata fields. These are used by search. Funnelback indexes the following fields in order of priority so make sure you include the right words to return on the internal site search: 1. Title 2. Keywords 3. Description 4. Content Where related research is listed on a page, ensure there is an image uploaded to the related image field on the details screen. Avoid PDFs, wherever possible Avoid outbound links wherever possible, and particularly ones that don t add value to the page (e.g. linking off to corporate home pages, especially when these links don t qualify NTU s relationship with the employer). Wherever possible, keep the user on the page. Check the URL of the page via the URLs tab. Ensure the URL is all lowercase, hyphenated in-between words and has no commas. 1

4 Creating a Research Asset 1. Click on the New button in the top left of the Matrix toolbar. 2. An Asset Creation Wizard will appear. Click on the Standard Page option. 2

5 3. The standard page wizard screen will appear. We need to populate both the name and location fields. These are marked with a red asterisk and are required fields. 4. Enter a name for the page. This will become the page title. 5. Click the Select New Location button to determine where the page will be stored. The Asset Finder will open. Please note all PhD projects are stored in the PhD projects folder. Navigate to Research > Find a PhD project> Projects> Your school 6. Select the folder you wish to add the asset to making sure it is highlighted in blue. 7. Click Select. 3

6 9. When you have selected a 1. Name 2. Location Click the Create button. 10. The system will then process your request, creating a page under the name and location specified. 4

7 11. When the Wizard Complete screen appears the page has been successfully added to the system. 12. Click Edit to go straight to the page and start editing. 5

8 Details Screen Adding an image 1. On the Details Screen click the blue Select button in the Related Image field. The Asset Finder will open. All research images are stored in the Staff profiles folder within the Media Folder. Navigate to Media> Images> Content> Research 6

9 Matrix only allows the related image field to be populated with an image and greys out all other content preventing you from selecting it. 2. Select the image you wish to use making sure it is highlighted in blue. 3. Click Select. 4. The Related Image field will now be populated with your chosen image. Click Save in the top right hand corner. 7

10 Content Screen The content screen is used to populate the overview section of a PhD project. 1. The content screen consists of a content container which acts like text box containing the overview paragraph. To make the container active you need to click into the white area. 8

11 2. Once the container is active you can type or paste your content in. You will also notice that the toolbar above becomes active and allows you to add formatting to the text. Click Save in the top right hand corner. Content Container Toolbar Strikethrough Indent & Outdent Horizontal Line Accessibility Auditor Bold Subscript Undo & Redo Table Add & Remove Link Italic Superscript Heading Toggle Image Character Code View Justification Bullets & Numbers Search & Replace 9

12 Adding a Link to text 1. Highlight the text you want to add as link. Doing this will make a quick launch toolbar appear. 2. Click on the Link icon 3. A sub box will appear containing a URL field. To create a link to an external site paste the full URL into the field then click the Insert Link button at the bottom of the box. 4. If your link is to an page within the NTU site click the target icon. This will open the Asset Finder. 10

13 5. Navigate to your chosen page in the Asset Finder making sure it is highlighted in blue. 6. Click the blue Select button 7. The URL field will now be populated with the content ID of the page you selected. Click the Insert Link button at the bottom of the box. Click Save in the top right hand corner. 11

14 Adding a PDF link to text Whilst the use of PDF s should be avoided, if it is necessary you add one in the same way as you add a link to a piece of text. Please note all PDFs have to be pre-uploaded to Matrix. 1. Highlight the text you want to add as a PDF link. 2. Click the link icon from the toolbar 3. A sub box will appear containing a URL field. If you know the content ID of the PDF you want to add type this into the URL field. If not click the target icon. 12

15 All PDF s are stored in the Media folder under Documents and are organised by what they are used for and by school. 4. Navigate to your desired PDF and select it making sure it is highlighted in blue. 5. Click Select. 6. The URL field will now be populated with the content ID of the PDF you selected. Click the Insert Link button at the bottom of the box. Click Save in the top right hand corner. 13

16 Metadata Screen Adding SEO Data to a PhD Project 1. Untick Use default and enter a short description of the page. This field will be displayed in Google search results. 2. Untick Use default and add key words to make the content more discoverable in searches. Please note only 1 word per field. 3. Untick Use default and add a call out summary a short summary for related information boxes on other pages such as tiled landing pages. Click Save in the top right hand corner. 14

17 Specifying a Contact Name, Number and At the bottom of a profile page is the contact section. Here the box on the right will by default show the general NTU contact number. You can however specify a different contact name, number and if you wish by populating the contact section. 1. Untick use default and enter a phone number. 2. Untick use default and enter a contact name. 3. Untick use default and enter a . Click Save in the top right hand corner. 15

18 Selecting a Subject Area 1. Select a subject area by unticking Use default and using the drop menu to select a subject area. 2. If required you can select a second subject area by unticking Use default and selecting the subject in the drop down menu. Click Save in the top right hand corner. 16

19 Selecting the Staff Lead(s) 1. You can also specify a different heading if you wish by unticking Use default and entering the your desired text. 2. To create a gallery of staff profiles click the select button. 17

20 The Asset Finder will open. Navigate to Staff profiles> Your school 3. Select the profile you wish to use making sure it is highlighted in blue. 4. Click Select. 5. The chosen staff member will now be populated in the staff profile field. To add another staff member repeat the above steps. You can add up to a maximum of 5 profiles. Click Save in the top right hand corner. 18

21 PhD Text Content Containers A PhD asset consists of a number of text content containers, these include Entry qualifications How to apply Fees and funding Guidance and support All these content containers are required fields and must be populated in order to make the asset live. 1. On each container untick Use default, click in the white area to make the container active and type/ paste the content in. Click Save in the top right hand corner. 19

22 PhD Anchor Bar The anchor bar is populated with a number of quick links allowing users to move to certain points on a page quickly and in one click. The quick links correspond to a content container on the Metadata tab. A quick link will only be displayed if its corresponding container has use default unticked and is populated with text. Please note the order of the anchor bar quick links is fixed and cannot be changed. Anchor bar Every section that is populated appears in the anchor bar. 20

23 Adding Related PhD Projects You can add up 10 related PhD projects to the bottom of a PhD page. 1. To add related PhD research click the select button. The Asset Finder will open. Navigate to Research> Find a PhD project> Projects> Your school folder 21

24 2. Navigate to your desired PhD and select it making sure it is highlighted in blue. 3. Click Select. 4. The chosen PhD will now populate the field. To add another PhD repeat the above steps. You can add up to a maximum of 10 PhD s. Click Save in the top right hand corner. 22

25 Populating the PhD Fact Box The top right of the PhD page houses the fact box and give users info on the: School Study mode Start date Funding Fact box. All these sections are populated by the fields at the bottom of the Metadata screen. 1. Untick Use default and tick the required funding. 2. Untick Use default and select a school from the drop down menu. 23

26 3. Untick Use default and tick a study mode. 4. Untick Use default and tick a year of study. Click Save in the top right hand corner. 24

27 Submitting an Asset for Approval 1. From the Details screen go to the Status section at the top of the screen and click the Change drop down menu. 2. Click on the Apply for Approval option. The screen will change showing an Add workflow comment box. 3. Add a comment detailing what you have done. E.g. if it is a new PhD put New PhD upload. Click Save in the top right hand corner. 25

28 4. The screen will now show the status bar in purple and the caption Pending Approval. The page will now enter your schools QA/ the Central QA list where it will be checked and made live or rejected requiring further changes. It if is rejected you will receive a notification via Once approved and live the Details screen will show the status bar in green and the caption Live. 26