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Lessons Learned
Site Best Practices, Content Repurposing, and Custom Reporting at Vassar

Megg Brown, Assistant Director of Web Development, Vassar College, Poughkeepsie, NY
2012 Cascade User Conference
Outline

Introduction
  Quick facts about Vassar and how
  we’re structured
Sample Site
  The site we copy in Cascade
Content Repurposing
  Include files
  Database publishing
  Site variables
Reporting
  Email
  Charts
About Vassar College


            Vassar College is a highly selective,
            coeducational, independent, residential
            liberal arts college founded in 1861
            Located in Poughkeepsie, New York
            80 miles north of New York City
            2,400 students
            290 faculty
Web Development
custom designs
each site
 Located in Communications
 7 FTE
   Director
   Assistant Director
   Web Designers (4)
   Web Developer
 Each design is unique
 Over 100 official websites
 maintained with Cascade
Web Maintenance
Cascade as content repository

 Our approach has been to treat Cascade as our content repository

 We publish what you need, where we need it
   Database publish was huge for us

 We get to decide what it looks like, including under the hood
   We developed the HTML we want in our sites
   We set up include files so we don’t have to publish too much when we have changes

 We prefer a “Push CMS”
   It works for us
   If something happens to the CMS server it won’t take down the published sites
   We can restrict the CMS server to campus
Have a “Sample
Site” in Cascade

 A site ready to copy to create a
 new site
   Saves you from starting from
   scratch
      Designer builds HTML/CSS
      outside the CMS
      Set up site in Cascade with
      content before design is ready
      Merge the two to produce the
      launchable site
More about our
projects on our
blog
  webdesign.vassar.edu
Structure of
“Sample Site”
                                           If we had to do it over again
 4 sites work together to make a                  We would have two sites:
                                           1) shared assets, published to secure site
 launchable site
                                                   2) the site-specific assets

     Assets outside Cascade
     Shared across sites

                                             A note about site exports
     Secure domain for hosting
                                          Have your site as self-contained as possible
     published files displayed inside
                                                if you plan to share examples.
     Cascade (CSS, images)
                                        To import a site connected to assets in multiple
     Assets used inside Cascade         sites, the other sites and assets need to exist. So
                                            if we share an example we would need to
     Shared across sites                        provide an export of each site used.

      Site-specific assets
Templates have a
consistent
structure
 As little HTML as possible
 html5
 Regions in sets of 3
   DEFAULT-PRE
   DEFAULT
   DEFAULT-POST
 Region assignments:
   Site-wide in Template
   Section-wide in Configuration
   (created as needed)
   Page-specific in Page
 PHP for site name, hide display
 name on homepage
Templates have a
consistent
structure
 As little HTML as possible
 html5
 Regions in sets of 3
   DEFAULT-PRE
   DEFAULT
   DEFAULT-POST
 Region assignments:
   Site-wide in Template
   Section-wide in Configuration
   (created as needed)
   Page-specific in Page
 PHP for site name, hide display
 name on homepage
Templates have a
consistent
structure
 As little HTML as possible
 html5
 Regions in sets of 3
   DEFAULT-PRE
   DEFAULT
   DEFAULT-POST
 Region assignments:
   Site-wide in Template
   Section-wide in Configuration
   (created as needed)
   Page-specific in Page
 PHP for site name, hide display
 name on homepage
Templates have a
  consistent
  structure
<!--#START-CODE<title>#END-CODE-->
     As little HTML as possible
 <!--#START-CODE<title>#END-CODE-->
<system-page-title/>
 <system-page-title/>
<!--#START-CODE
     html5
 <!--#START-CODE
 --
<?php echo $_SERVER['V_CONTENT_SITENAME']; ?>
     Regions in sets of 3
 <?php echo $_SERVER['V_CONTENT_SITENAME']; ?>
 - -Vassar College</title>
     Vassar College</title>
#END-CODE-->
         DEFAULT-PRE
 #END-CODE-->

         DEFAULT
         DEFAULT-POST
     Region assignments:
<!--#START-CODE <?php if($_SERVER['PHP_SELF']!
 <!--#START-CODE <?php if($_SERVER['PHP_SELF']!
=$_SERVER['V_FOLDER_PATH'].'/index.html'){ ?>#END-
 =$_SERVER['V_FOLDER_PATH'].'/index.html'){ ?>#END-
          Site-wide in Template
CODE--><h2 class="pagetitle"><system-page-display-
 CODE--><h2 class="pagetitle"><system-page-display-
name/></h2><!--#START-CODE<?php } }?>#END-CODE-->
 name/></h2><!--#START-CODE<?php ?>#END-CODE-->
         Section-wide in Configuration
         (created as needed)
         Page-specific in Page
     PHP for site name, hide display
     name on homepage
Next we’ll jump over to the Administration area
Administration
Area of Sample
Site
 What we don’t use:
   Workflow
      We prefer workflow to take place outside
      the CMS.
   Publish Sets
      When testing upgrades of Cascade we
      need to remember to disable them.
   Connectors
      We have not yet explored Connectors.
Configuration Sets
  We try to have as few as possible, but we do have sites
  with a set per section
Content Types
  Now being used on all new/upgraded sites
Data Definitions
  Used in some websites, all announcements, all bios
Metadata Sets
  All sites set with Display Name and Title inline
  We try to use Custom Metadata over Data Definitions.
Destinations
and Transports
 Each site is set up to publish
    Announcements to MySQL
    MySQL database for reporting
        Database named CMS Audit
        “Leave this checked”
    Live website
    Test website
 When we set up a new site we add
 groups to the Destinations --
 common step we missed
 For Transports, all sites are
 assigned a unique Site ID from a
 table we maintain in MySQL
.htaccess and
.htaccess-staging

 Two files
   one for live website, publishes to
   subdomain:
      samplesite.vassar.edu
   one for test version, publishes to
   subfolder:
      test.vassar.edu/samplesite/web
 Rewrite rules to match URL for
 Cascade “Live” link
 Contains Server Variables
   Paths and Settings
   Content
.htaccess and
.htaccess-staging

 Contains Server Variables
   Paths and Settings
      Site ID
      Subfolder path (staging version)
      Include path
   Content
      Site name
      Box number
      Office location
      Office URL (deep link in campus map
      for office location)
      Office phone
      Office fax
      Office contact email
      Contact information used by the
      announcements system
index and template

 index
   Assigned to the standard template
   Copied to make new pages
   Once the site is filled in with
   content we determine if the
   homepage warrants its own
   template
index and template

 template
   A sample page with examples of all
   the HTML we need the CSS to
   accommodate
      Does not get removed
      Does not get indexed, but is
      published
      Used when we need to tweak and
      test the CSS
index and template

 template
   A sample page with examples of all
   the HTML we need the CSS to
   accommodate
      Does not get removed
      Does not get indexed, but is
      published
      Used when we need to tweak and
      test the CSS
site-xml.xml
             Publishes XML of the site,
similar to the index block for use with a PHP script
   that parses the XML into the site navigation
Users see the assets folder, but can only publish nav; the rest is
hidden
They can add files to the “docs” folder
They also don’t see the .htaccess files or the template page
Content
Repurposing
Include files
  College Catalogue
  Student Handbook
  College Regulations
Benefit
  When changes are made the
  updates appear on each site; no
  need to copy-and-paste updates
  across multiple sites
  Accuracy: pages remain up-to-date,
  refreshed with each new edition of
  the source publication
Catalogue content
 included in each
 academic site
   Catalogue content updated in
   by the Registrar
      Courses updated in Banner
      All other content in Cascade
   How it works
      A line of PHP is all we need to
      include each section in another site

                 <?php
               @readfile(“
http://catalogue.vassar.edu/includes/departmentpages/BIOL.php
                   ”);
                   ?>
Content
Repurposing
Database publishing
  News
     Press releases published from
     Communications fed to sites by
     keywords
     Departments post their own
     announcements
     Both rolled together to show
     headlines and news in site design
  Bios
     Main content and custom
     metadata published to MySQL
     from Cascade
     Table of data from Banner
     Table of data to override names
     and titles when needed
Multiple bios
across sites
 Faculty each have a home
 department
   They can also teach in multiple
   programs
 We can display the same bio on
 each site
Multiple bios
across sites
 Faculty each have a home
 department
   They can also teach in multiple
   programs
 We can display the same bio on
 each site
Reporting
Reporting

vcSiteIDs
  Stores the Site ID numbers
  Display name and Title
  URL
  Category, date launched (designed),
  and designer are available to show
  history of a site
Reporting


archive
  Captures all the information for that
  day, one record per asset
  Includes content
  Does not include custom metadata
     We may add a field with an array
     of all custom metadata
  Used for reporting over time
Daily Report


First report developed
Emailed every morning
Recap what was published from
the CMS the previous day
  Pages only
  Grouped by site
  Added icons to distinguish between
  announcements and pages
  Added search results from other
  sources
highcharts.com for dynamic charts
Vassar College Web Development
      http://webdesign.vassar.edu
          @vassarwebdesign



          Megg Brown
      http://about.me/meggbrown
               @stomer
Vassar sites

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Lessons Learned: Best Practices at Vassar

  • 1. Lessons Learned Site Best Practices, Content Repurposing, and Custom Reporting at Vassar Megg Brown, Assistant Director of Web Development, Vassar College, Poughkeepsie, NY 2012 Cascade User Conference
  • 2. Outline Introduction Quick facts about Vassar and how we’re structured Sample Site The site we copy in Cascade Content Repurposing Include files Database publishing Site variables Reporting Email Charts
  • 3. About Vassar College Vassar College is a highly selective, coeducational, independent, residential liberal arts college founded in 1861 Located in Poughkeepsie, New York 80 miles north of New York City 2,400 students 290 faculty
  • 4. Web Development custom designs each site Located in Communications 7 FTE Director Assistant Director Web Designers (4) Web Developer Each design is unique Over 100 official websites maintained with Cascade
  • 6. Cascade as content repository Our approach has been to treat Cascade as our content repository We publish what you need, where we need it Database publish was huge for us We get to decide what it looks like, including under the hood We developed the HTML we want in our sites We set up include files so we don’t have to publish too much when we have changes We prefer a “Push CMS” It works for us If something happens to the CMS server it won’t take down the published sites We can restrict the CMS server to campus
  • 7. Have a “Sample Site” in Cascade A site ready to copy to create a new site Saves you from starting from scratch Designer builds HTML/CSS outside the CMS Set up site in Cascade with content before design is ready Merge the two to produce the launchable site
  • 8. More about our projects on our blog webdesign.vassar.edu
  • 9. Structure of “Sample Site” If we had to do it over again 4 sites work together to make a We would have two sites: 1) shared assets, published to secure site launchable site 2) the site-specific assets Assets outside Cascade Shared across sites A note about site exports Secure domain for hosting Have your site as self-contained as possible published files displayed inside if you plan to share examples. Cascade (CSS, images) To import a site connected to assets in multiple Assets used inside Cascade sites, the other sites and assets need to exist. So if we share an example we would need to Shared across sites provide an export of each site used. Site-specific assets
  • 10.
  • 11. Templates have a consistent structure As little HTML as possible html5 Regions in sets of 3 DEFAULT-PRE DEFAULT DEFAULT-POST Region assignments: Site-wide in Template Section-wide in Configuration (created as needed) Page-specific in Page PHP for site name, hide display name on homepage
  • 12. Templates have a consistent structure As little HTML as possible html5 Regions in sets of 3 DEFAULT-PRE DEFAULT DEFAULT-POST Region assignments: Site-wide in Template Section-wide in Configuration (created as needed) Page-specific in Page PHP for site name, hide display name on homepage
  • 13. Templates have a consistent structure As little HTML as possible html5 Regions in sets of 3 DEFAULT-PRE DEFAULT DEFAULT-POST Region assignments: Site-wide in Template Section-wide in Configuration (created as needed) Page-specific in Page PHP for site name, hide display name on homepage
  • 14. Templates have a consistent structure <!--#START-CODE<title>#END-CODE--> As little HTML as possible <!--#START-CODE<title>#END-CODE--> <system-page-title/> <system-page-title/> <!--#START-CODE html5 <!--#START-CODE -- <?php echo $_SERVER['V_CONTENT_SITENAME']; ?> Regions in sets of 3 <?php echo $_SERVER['V_CONTENT_SITENAME']; ?> - -Vassar College</title> Vassar College</title> #END-CODE--> DEFAULT-PRE #END-CODE--> DEFAULT DEFAULT-POST Region assignments: <!--#START-CODE <?php if($_SERVER['PHP_SELF']! <!--#START-CODE <?php if($_SERVER['PHP_SELF']! =$_SERVER['V_FOLDER_PATH'].'/index.html'){ ?>#END- =$_SERVER['V_FOLDER_PATH'].'/index.html'){ ?>#END- Site-wide in Template CODE--><h2 class="pagetitle"><system-page-display- CODE--><h2 class="pagetitle"><system-page-display- name/></h2><!--#START-CODE<?php } }?>#END-CODE--> name/></h2><!--#START-CODE<?php ?>#END-CODE--> Section-wide in Configuration (created as needed) Page-specific in Page PHP for site name, hide display name on homepage
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  • 20. Next we’ll jump over to the Administration area
  • 21. Administration Area of Sample Site What we don’t use: Workflow We prefer workflow to take place outside the CMS. Publish Sets When testing upgrades of Cascade we need to remember to disable them. Connectors We have not yet explored Connectors.
  • 22. Configuration Sets We try to have as few as possible, but we do have sites with a set per section Content Types Now being used on all new/upgraded sites Data Definitions Used in some websites, all announcements, all bios Metadata Sets All sites set with Display Name and Title inline We try to use Custom Metadata over Data Definitions.
  • 23. Destinations and Transports Each site is set up to publish Announcements to MySQL MySQL database for reporting Database named CMS Audit “Leave this checked” Live website Test website When we set up a new site we add groups to the Destinations -- common step we missed For Transports, all sites are assigned a unique Site ID from a table we maintain in MySQL
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  • 30. .htaccess and .htaccess-staging Two files one for live website, publishes to subdomain: samplesite.vassar.edu one for test version, publishes to subfolder: test.vassar.edu/samplesite/web Rewrite rules to match URL for Cascade “Live” link Contains Server Variables Paths and Settings Content
  • 31. .htaccess and .htaccess-staging Contains Server Variables Paths and Settings Site ID Subfolder path (staging version) Include path Content Site name Box number Office location Office URL (deep link in campus map for office location) Office phone Office fax Office contact email Contact information used by the announcements system
  • 32.
  • 33. index and template index Assigned to the standard template Copied to make new pages Once the site is filled in with content we determine if the homepage warrants its own template
  • 34. index and template template A sample page with examples of all the HTML we need the CSS to accommodate Does not get removed Does not get indexed, but is published Used when we need to tweak and test the CSS
  • 35. index and template template A sample page with examples of all the HTML we need the CSS to accommodate Does not get removed Does not get indexed, but is published Used when we need to tweak and test the CSS
  • 36.
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  • 39. site-xml.xml Publishes XML of the site, similar to the index block for use with a PHP script that parses the XML into the site navigation
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  • 44. Users see the assets folder, but can only publish nav; the rest is hidden They can add files to the “docs” folder They also don’t see the .htaccess files or the template page
  • 45. Content Repurposing Include files College Catalogue Student Handbook College Regulations Benefit When changes are made the updates appear on each site; no need to copy-and-paste updates across multiple sites Accuracy: pages remain up-to-date, refreshed with each new edition of the source publication
  • 46. Catalogue content included in each academic site Catalogue content updated in by the Registrar Courses updated in Banner All other content in Cascade How it works A line of PHP is all we need to include each section in another site <?php @readfile(“ http://catalogue.vassar.edu/includes/departmentpages/BIOL.php ”); ?>
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  • 54. Content Repurposing Database publishing News Press releases published from Communications fed to sites by keywords Departments post their own announcements Both rolled together to show headlines and news in site design Bios Main content and custom metadata published to MySQL from Cascade Table of data from Banner Table of data to override names and titles when needed
  • 55. Multiple bios across sites Faculty each have a home department They can also teach in multiple programs We can display the same bio on each site
  • 56. Multiple bios across sites Faculty each have a home department They can also teach in multiple programs We can display the same bio on each site
  • 58. Reporting vcSiteIDs Stores the Site ID numbers Display name and Title URL Category, date launched (designed), and designer are available to show history of a site
  • 59. Reporting archive Captures all the information for that day, one record per asset Includes content Does not include custom metadata We may add a field with an array of all custom metadata Used for reporting over time
  • 60. Daily Report First report developed Emailed every morning Recap what was published from the CMS the previous day Pages only Grouped by site Added icons to distinguish between announcements and pages Added search results from other sources
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  • 64. Vassar College Web Development http://webdesign.vassar.edu @vassarwebdesign Megg Brown http://about.me/meggbrown @stomer
  • 65.

Hinweis der Redaktion

  1. I&apos;ll cover a lot of ground going over Sample Site and how we&apos;ve set it up. All the information is available online at webdesign.vassar.edu/csuc12
  2. ... we are ambitious in our web design strategy
  3. What has worked for us is to treat Cascade as a content repository. I like Cascade because we can tell it to publish whatever HTML we want.
  4. Cover everything about other 3 sites, then the rest is on Sample Site Communications: Site used for external assets Central scripts, images, and include files Legacy location for scripts Secure Comm Site used for external secure assets CSS and images For viewing published shared assets inside Cascade Ideally all shared assets/scripts to be in moved to this site _internal
  5. Configuration sets -- some sites are set up to publish an HTML version as well as a imple include file (catalogue, handbooks)
  6. Now that we ’ve gone through the pieces we have to work with, we can dive into howwe have the actual pages set up.
  7. Folder per year Page per announcement We set up new folders every year, with a placeholder, saves user from having to move a copy to a new folder Removed folder if they want it removed from the site entirely Otherwise start date and end date are used to archive announcements
  8. Include Files and Database Publishing to take advantage of MySQL. I ’ll start with Include Files
  9. Every department and program has catalogue content in its site. The catalogue is updated by the Registrar. As changes are made all the sites are up-to-date because the content is included. We just use a little bit of PHP . Which includes this plain HTML of the courses into the page.
  10. We can only single-source so much.... we need to find out what users are adding, updating, and more importantly, what they aren ’t updating.
  11. Lead to example of include file use
  12. But how do we tell who is updating their bio, and more importantly, who isn ’t??
  13. But how do we tell who is updating their bio, and more importantly, who isn ’t??
  14. Backup slide on number of sites/categories of sites.