Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 1 EC CHM PROJECT Guidelines for portal content management IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 Project / Subproject Authors Approved IDA CHM Corrado Iannucci (Finsiel) Contract 502009 M. Bulamdra, C. Nitu (Finsiel Romania) Title Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 2 EC CHM Project Guidelines for portal content management Modification history Date 21 Jun. 2001 Version 0.1 Author M. Bulamdra, C. Nitu (Finsiel Romania) Reason for modification First draft IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 3 TABLE OF CONTENTS 0 INTRODUCTION..................................................................................................................................................................5 0.1 0.2 0.3 0.4 0.5 0.6 0.6.1 0.6.2 1 EC CHM PORTAL – STRUCTURE AND CONTENT ..........................................................................................................8 1.1 1.2 1.2.1 1.2.2 1.3 1.3.1 1.3.2 1.3.3 1.3.4 1.4 1.4.1 1.4.2 1.4.3 1.4.4 2 GENERAL VIEW .............................................................................................................................................................8 THE STRUCTURE ..........................................................................................................................................................9 The front page .......................................................................................................................................................9 The generic page.................................................................................................................................................12 THE MAIN CATEGORIES ...............................................................................................................................................13 Convention and policy .........................................................................................................................................13 Information...........................................................................................................................................................14 Organizations and networks ................................................................................................................................14 Cooperation .........................................................................................................................................................14 THE SERVICES............................................................................................................................................................14 News centre.........................................................................................................................................................14 Meetings and events center ................................................................................................................................15 Frequently asked questions .................................................................................................................................16 Biodiversity stories ...............................................................................................................................................17 HOW TO CONTRIBUTE TO THE EC CHM.......................................................................................................................19 2.1 2.2 2.3 2.3.1 2.3.2 2.3.3 2.3.4 2.3.5 2.4 2.4.1 2.4.2 2.4.3 2.4.4 2.4.5 2.5 2.5.1 2.5.2 3 PURPOSE OF THIS DOCUMENT .......................................................................................................................................5 STRUCTURE OF THIS DOCUMENT ...................................................................................................................................5 FIELD OF APPLICATION ..................................................................................................................................................5 DEVIATION FROM PMP .................................................................................................................................................6 REFERENCE AND APPLICABLE DOCUMENTS ....................................................................................................................6 TERMINOLOGY .............................................................................................................................................................6 Abbreviations, acronyms and definitions ...............................................................................................................6 Definitions ..............................................................................................................................................................7 THE PROCESS ............................................................................................................................................................19 AUTHENTICATIONS IN THE EC CHM ............................................................................................................................21 USER-ORIENTED FORMS FOR CONTENT PROVIDERS .....................................................................................................23 Feedback .............................................................................................................................................................23 News submission .................................................................................................................................................25 Meetings and events submission ........................................................................................................................28 FAQs submission ................................................................................................................................................33 Stories submission ..............................................................................................................................................35 USER-ORIENTED FORMS FOR THE SUBMISSION OF OBJECTS (FILES, LINKS, ETC) IN THE PORTAL’S SECTIONS ...................37 Link to related site ...............................................................................................................................................40 File .......................................................................................................................................................................42 Roadmap database reference .............................................................................................................................44 HTML document ..................................................................................................................................................46 Change explanatory text for the portal’s sections ................................................................................................48 CONTENT MAINTENANCE TOOLS ..................................................................................................................................49 Update the remote links – URL and description ..................................................................................................49 Check the remote links ........................................................................................................................................51 ADMINISTRATIVE FUNCTIONALITIES IN THE EC CHM PORTAL ................................................................................53 3.1 3.2 3.3 3.4 DELETE NEWS ITEMS ..................................................................................................................................................53 PUT NEWS ON FRONT..................................................................................................................................................55 DELETE EVENTS ITEMS ...............................................................................................................................................56 PUT EVENTS ON FRONT ...............................................................................................................................................58 IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 Project / Subproject Authors Approved IDA CHM Corrado Iannucci (Finsiel) Contract 502009 M. Bulamdra, C. Nitu (Finsiel Romania) Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 4 3.5 3.6 3.7 3.8 3.9 3.10 Title EC CHM Project Guidelines for portal content management DELETE STORY ITEMS .................................................................................................................................................59 PUT STORIES ON FRONT..............................................................................................................................................61 DELETE FAQ ITEMS ....................................................................................................................................................62 DELETE OBJECTS FROM THE PORTAL’S CATEGORIES ....................................................................................................64 INSERT SECTIONS IN THE PORTAL’S CATEGORIES .........................................................................................................66 BASKET OF APPROVALS ..............................................................................................................................................67 IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 5 0 Introduction 0.1 Purpose of this document In the framework of CW1 (Portal interoperability and content management), Finsiel has been requested to add user-oriented sw functions to the Portal, in order to support both the external contributors to provide content and the EC CHM managers to validate such content. This document reports the guidelines to contribute and manage the content of the EC CHM Portal, with reference to the Zope version developed in 2001 and describe the sw functions currently available. 0.2 Structure of this document See Table of Contents. The document describes: 0.3 how the external contributors submit new content or update the existing one; how the EC CHM managers approve the content provided by external contributors; how the EC CHM can interact with other sites, exchanging information and harvesting content in a mutually agreed way . Field of application Contract CWU Title CWU Code 502009.2 Portal interoperability CW1.1 This document is meant to report the activities carried out to improve and extend the functionalities of the EC CHM Portal. The intended users are the EC CHM managers who have the overall responsibility to guarantee the reliability, correctness and timeliness of the content of the Portal. A spe- IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Title EC CHM Project Guidelines for portal content management Contract 502009 Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 6 cialised portion of the document is ready to be published as information for external contributors. 0.4 Deviation from PMP N/a. 0.5 0.6 0.6.1 Reference and applicable documents Code Title Date CHM-BW4-CNT-001 Project Management Plan 19 Feb 2001 CHM-BW1-DNC-001 WU 1.1 Portal interoperability – Work Or- 02 Mar 2001 der Terminology Abbreviations, acronyms and definitions EC European Commission EUNIS European Nature Information System ETC/NC European Topic Centre / Nature Conservation CHM Clearing-House Mechanism CBD Convention on Biological Diversity CWU Contractual Work Unit DWH Data Warehouse EEA European Environment Agency EIONET Environmental Information and Observation Network ERA Entity-Relationship Approach IG Interest Group (in CIRCA) NFP National Focal Point SA1 1st Specific Agreement SA2 2nd Specific Agreement PMP Project Management Plan IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 6 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 7 0.6.2 N/a Not applicable Zope An Open Source web application server which enables teams to collaborate in the creation and management of dynamic web-based applications such as intranets and portals CIRCA or CIRCLE The extranet tool developed under the IDA Programme and which constitutes the kernel of the EIONET system; CIRCLE is the name given to the tool in EIONET whereas CIRCA is the name of the tool to be used across Europe. Interest Group CIRCLE (i.e. CIRCA) is organised around Interest Groups i.e. a private workspace for a group of people that need to collaborate to achieve common objectives and tasks. Definitions Interest Group Leader In the context of CIRCLE, the Interest Group Leader is granted extended privileges to administrate, manage and customise the Interest Group. S/he defines users and grant access rights within the Interest Group. IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 7 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 8 1 EC CHM portal – structure and content 1.1 General view The European Community (EC) is committed to facilitate public access to information relevant to biodiversity conservation. The EC CHM is a one-stop-shop for such information. For example, it provides access to information on policies, legislation, funding opportunities, databases, and sources of expertise held by the European Community institutions. It provides links to other institutions and organizations (governments, private and NGOs) keeping useful information elsewhere in Europe and around the world. It also links to web sites of global organizations such as the Secretariat of the Convention on Biological Diversity. The EC CHM portal is therefore a key tool for anyone who wants to know more about biodiversity. It provides tools (such as search facilities) to find information from various perspectives to meet the needs of different users. The EC CHM allows you to find out what information is available and to access it. Data and information available through the EC CHM is however kept and maintained by the holders of the original sources of information. The structure of the web site guides the user in the search for information. This structure largely follows the four strategic goals of the CBD’s Clearing-House Mechanism: Convention and policy Information Organizations and networks Cooperation Other features complement the site’s functionality: Search facilities News services Meetings and events Frequently asked question Relevant stories – biodiversity bits and pieces News and events from related sites List of latest contributions IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 8 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 9 1.2 The structure The EC CHM focuses on meta-information and as such the web site is developed according to the principle of a standard EIONET portal. ‘Portal’ is generally synonymous with gateway, for a web site that is a major starting site for users when they get connected to the Web or that users tend to visit as an anchor site. There are general or horizontal portals and specialized or vertical portals. The EC CHM falls in the latter category and is specialized in biodiversity information in the EC. It was ported by Finsiel and Finsiel Romania from a flat structure (HTML and JSP pages) to a dynamic portal architecture, using the Internet and application server Zope and the common tools an EIONET-compliant website is accustomed with (PTK, YihawDirectory product, etc.). An “EC Directory of information sources” (Roadmap) database built using MySQL RDBMS stores the data about the information sources relevant for the EC CHM. Trough JSP pages powered by the Java engine, specially designed Zope products dynamically build HTML pages with the content of the Roadmap database. 1.2.1 The front page The front page is the central point of access to the EC CHM, leading to the four strategic goals and the supporting facilities (Figure 1). First page structure: A search bar containing all various possibilities: o advanced options for searching information sources on biodiversity-related matters, as stored in a metadatabase, the EC CHM directory of information sources; o the second search (powered by Atomz) is set up to find free text in the EC CHM web site (all HTML and PDF files) using various advanced parameters; o the third option (using Netscape Compass Server) provides free text search in a number of selected web sites relating to biodiversity and the EC CHM; A left-hand side (LHS) navigation panel, with blue background, containing buttons for the portal channels and other sites and services (Frequently asked questions, feedback, user registration); The main categories are organized in tabs and constitute the center of the page, with the listing of the principal interest points for every one of them. Every tab also displays a biodiversity-related piece of information, in the form of a short story; News and events considered of major interest at the time are published on the right side of the page, with links to the “News center” and “Events center” for further information (archive of items previously published on IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 9 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 10 the portal, links to similar pages on related biodiversity portals, etc); Headlines of the latest five submissions made on the EC CHM are listed on the lower part of the front page; IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 10 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 11 Figure 1 – the front page design IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 11 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 12 1.2.2 The generic page According to a true portal approach, the generic EC CHM page structure is consistent through all the other pages of the site. It contains a few unchanged elements: a standard header (containing EC CHM, CBD and European Commission logos, CHM banner etc) at the top of page; a left-hand side navigation panel, described above; a location bar, the “breadcrumb trail” showing the current location and how deep into one category the user has gone. It's purpose is not only to allow the user to bail out of a page, it also gives them a sense of context so they don't get lost; a standard footer, at the bottom of pages that specifies the source of information, the last modification date, copyright information and a link to the feedback form; and the variable content specific to each page (Figure 2). IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 12 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 13 Figure 2 – the generic page design 1.3 1.3.1 The main categories Convention and policy This is the starting point if you wish to find out more about the background of the CBD and EC Biodiversity Strategy or if you look for formal documents. It gives easy access to this information for various geographical levels (global, pan-European, EC, national) and it provides access to other biodiversity-related conventions. For example, it holds the full text of the EC Biodiversity Strategy and the First Report on the implementation of the CBD by the EC. IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 13 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 14 1.3.2 Information This is the starting point if you want to know about the state of biodiversity in Europe or if you want to find specific thematic documents or databases. The section also guides you to other references and directories. For example it will lead you to the European Nature Information System (EUNIS). 1.3.3 Organizations and networks This is the starting point if you are looking for contacts around Europe and the world, such as the CHM National Focal Points in Europe. 1.3.4 Cooperation This is the starting point if you are looking for partners, expertise or funding to carry out research or implement biodiversity policies. It holds a unique repository of experts in the Catalogue of Biodiversity Research Organizations, developed by the EC Research DG. 1.4 1.4.1 The services News centre This is the starting point if you want to be kept up-to-date on news about European biodiversity and its conservation. The news centre is organized as: a bar containing links to related sources of information – news from other biodiversity sites – on the top of the content area and the EC CHM news archive – items that has been issued on the front page, stored in an archive for handy reference - bellow. IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 14 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 15 Figure 3 – the EC CHM news center 1.4.2 Meetings and events center This is the starting point if you want to know more about meetings planned on biodiversity-related issues. It provides direct access to the CBD’s global biodiversity calendar. IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 15 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 16 Figure 4 – the EC CHM events center 1.4.3 Frequently asked questions The FAQ repository is accessible directly from the site home page. The questions are grouped in appropriate categories: “The Convention on Biological Diversity”, ”The European Commission and Biodiversity”, “Biodiversity basics” and “Other FAQ”. Inside every category there is a list of questions that have links to their answers. IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 16 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 17 Figure 5 – the EC CHM FAQ section: “The Convention on Biological Diversity” 1.4.4 Biodiversity stories Interesting pieces of biodiversity information are published on the front page of the portal on regular basis. These usually contain a picture a short story. Such kinds of items that have been published on one of the main category’s tabs are stored in an archive for further consulting. IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 17 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 18 Figure 6 – the Biodiversity stories archive IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 18 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 19 2 How to contribute to the EC CHM 2.1 The process For a better compression of the aspects presented below, we are going to emphasize how the contribution process develops in the EC CHM system: The contribution: 1) the user finds a piece of biodiversity information that he/she would like to see published on this portal; 2) a click on the “Submissions” button from the left-navigation panel reveals a web page containing the list of possible contributions; 3) the user identifies the corresponding type of information (news, event, meeting, general question, etc.) from the list (Figure 7); Note: Should the user have received any privileges from the EC CHM managers (an username and a password), he/she should authenticate first using the “Members login” button from the left navigation panel to take advantage of those privileges. After the authentication, the list increases (Figure 8); 4) depending of the type of contribution chosen, a specialized form describing the item to be submitted has to be filled; a. If the user were not authenticated, he/she would have to provide some contact data in order to allow the contributed information to be verified or clarified by the EC CHM managers (see the paragraph Authentications in the EC CHM); b. If the user is already authenticated, no further data is required. Moreover, no fields for the username or personal data will be visible; 5) The user submits the contribution; an e-mail notification will arrive from the EC CHM administrators about how the matter was handled. The submitted items are not published on the portal until specifically empowered managers review and approve them. The approval/rejection of the content: 1) an EC CHM team of managers checks on regular basis specialized web pages called “Basket of approvals” containing lists of categorized pending items; 2) after reviewing and verifications, the managers approve (this leads to the publishing on the portal) or delete the items. IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 19 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 20 Figure 7 – the public submission list in EC CHM IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 20 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 21 Figure 8 – the submission list for the authenticated users in EC CHM 2.2 Authentications in the EC CHM There are several levels of Zope authorization for the contributors of the EC CHM portal: Anonymous – no authentication in the system; Contributor – authenticated user with different contribution permissions; Manager – user with full contribution and administration permissions. Based on the role (authentication level) the user has, the list of possible contributions changes. Due to the fact that the contact data for the external contributor (“Anonymous”) are not registered in the system, he/she has to fill a form with such kind of information at the first contribution. The form also requires a nickname, unique in the system, that will be mailed to him/her after the registration (Figure 9). IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 21 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 22 Figure 9 – the registration form For sake of clarity, we will speak of authentication when referring at the proper identification in the EC CHM portal based on the username and password an user receives from the EC CHM management team (using the “Members login” button) and of registration when referring at the fact that the user has previously provided his/her personal contact data (at the first submission of information) and he/she now has an username to use for further contributions. IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 22 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 23 2.3 2.3.1 User-oriented forms for content providers Feedback The feedback user-oriented form is accessible from: the left-side navigation panel – the Feedback button and the Submissions button and the link Webmaster in the footer of each page in the portal. This allows the users to send to the portal administrators: comments and suggestions proposals to add value to the provided services notifications about encountered software bugs notifications about new related biodiversity sites that should have links in EC CHM new sources of information to be taken under consideration other comments. The fields of the form: a text area for the actual comments. This field is mandatory. a text input for the contributor’s username (visible only for the non- authenticated users). In the case of anonymous user, this field is mandatory. All users, should they be authenticated in the system or not, have access to this form. IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 23 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 24 Figure 10 – the EC CHM feedback user-oriented form for anonymous users – requires registration IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 24 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Title EC CHM Project Guidelines for portal content management Contract 502009 Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 25 Figure 11 – the EC CHM feedback user-oriented form for authenticated users 2.3.2 News submission The news submission user-oriented form is accessible from the left-side navigation panel – the Submissions button and the News centre page – the Add your news link from the top of the page The fields of the form: the title must be meaningful and it must be kept short. This field is mandatory. IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 25 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 26 the Details field of the form will constitute the larger part of the page should the item is published, so its content should be written in a HTML manner. This can be achieved by inserting: o an HTML fragment and choosing the HTML option for the type of the text, o structured text – an emulation of HTML, for the users with no HTML knowledge – and choosing the Structured text option. A help page, which explains the use of the structured text, has been linked next to the text format list, o plain text for small parts of text that contain no links, no font changes or other HTML elements and choosing the Plain text option. In this case, the text will maintain the paragraphs as they were typed in the user. This field is mandatory. the original source of information which is the original publisher of the information, if any. This field is optional. an image for the news that will be published along with the item. Because the news can be selected by the site’s managers to stay on the front page in the small box from the right side, the image should have the size of a postage stamp. This field is optional. a text input for the contributor’s username (visible only for the non- authenticated users). In the case of anonymous user, this field is mandatory. All users, should they be authenticated in the system or not, have access to this form. IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 26 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 27 Figure 12 – the EC CHM news submission user-oriented form for anonymous users – requires registration IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 27 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 28 Figure 13 – the EC CHM news submission user-oriented form for authenticated users 2.3.3 Meetings and events submission The meetings and events submission user-oriented form is accessible from the left-side navigation panel – the Submissions button and the Events centre page – the Add your events link from the top of the page The fields of the form: IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 28 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 29 the title must be meaningful and it must be kept short. This field is mandatory. the Details field of the form will constitute the larger part of the page should the item is published, so it’s content should be written in a HTML manner. This can be achieved by inserting o an HTML fragment and choosing the HTML option for the type of the text, o structured text – an emulation of HTML, for the users with no HTML knowledge – and choosing the Structured text option. A help page, which explains the use of the structured text, has been linked next to the text format list, o plain text for small parts of text that contain no links, no font changes or other HTML elements and choosing the Plain text option. In this case, the text will maintain the paragraphs as they were typed in the user. This field is mandatory. an image for the event that will be published along with the item. Because the events can be selected by the site’s managers to stay on the front page in the small box from the right side, the image should have the size of a postage stamp. This field is optional. the organizer of the event must contain the name of the company/group that is hosting the meeting/event. This field is optional, but this information can be essential for the end users. an e-mail address of a contact person that end users can use in order to get more information about the event. This field is optional, but this information can be essential for the end users. a contact telephone of the organizer. This field is optional. a contact fax of the organizer. This field is optional. the period on which the event or meeting is expected to take place. It has two fields – begin date and end date – that must contain valid dates; it is also possible to specify the hours (e.g. 10/06/2001 12:00). These fields are mandatory, but they can be changed at a later time by a portal manager with a Feedback notice. the location at which the event is taking place. This field is optional, but this information can be essential for the end users. the address of the event’s location to help the interested attendees. This field is optional. IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 29 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 30 the type of the item that can be either Meeting or Event. This field is mandatory and the default for the form is Event. an URL of a webpage that gives more information about the event (e.g. an event from the events archive on the site of the organizer). This field is optional. an URL of a webpage containing the event’s agenda – if any. This field is optional. the maximum number of seats available at the meeting or event – the maximum number of participants; it has to be a valid positive integer number. This field is optional, but if no such number is should be specified, the default – 0 – should be left. if the event is opened for public registration, the corresponding box should be checked. The default is “by invitation only”. This field is mandatory. a text input for the contributor’s username (visible only for the nonauthenticated users). In the case of anonymous user, this field is mandatory. All users, should they be authenticated in the system or not, have access to this form. IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 30 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 31 Figure 14 – the EC CHM meetings and events submission user-oriented form for anonymous users – requires registration IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 31 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 32 Figure 15 - the EC CHM meetings and events submission user-oriented form for authenticated users IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 32 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 33 2.3.4 FAQs submission Items: The FAQ items submission user-oriented form is accessible from the left-side navigation panel – the Submissions button. The fields of the form: the category represents the physical folder the question will be published in, since the frequently asked questions are grouped based on their field of interest. You can choose from the list of existing FAQ categories. This field is mandatory and the default value is “Other FAQ” – miscellaneous questions. the question must be short and meaningful. This field is mandatory. the answer constitutes the larger part of the page should the item is published, so it’s content should be written in a HTML manner. This can be achieved by inserting o an HTML fragment and choosing the HTML option for the type of the text, o structured text – an emulation of HTML, for the users with no HTML knowledge – and choosing the Structured text option. A help page, which explains the use of the structured text, has been linked next to the text format list, o plain text for small parts of text that contain no links, no font changes or other HTML elements and choosing the Plain text option. In this case, the text will maintain the paragraphs. This form is only available for proper authenticated users. IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 33 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 34 Figure 16 - the EC CHM FAQ submission user-oriented form for authenticated users only Categories: The FAQ categories submission user-oriented form is accessible from the left-side navigation panel – the Submissions button. A list of the available categories with links to them is published here for handy reference. The only field of this form is the category’s title that should be short and meaningful. This field is mandatory. This form is only available for proper authenticated users. IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 34 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 35 Figure 17 - the EC CHM FAQ categories submission user-oriented form for authenticated users only 2.3.5 Stories submission The biodiversity stories submission user-oriented form is accessible from the left-side navigation panel – the Submissions button and the Stories archive page – the Add your stories link from the top of the page The fields of the form: the title must be meaningful and it must be kept short. This field is mandatory. the Details field of the form will constitute the larger part of the page IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 35 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 36 should the item be published, so its content should be written in a HTML manner. This can be achieved by inserting: o an HTML fragment and choosing the HTML option for the type of the text, o structured text – an emulation of HTML, for the users with no HTML knowledge – and choosing the Structured text option. A help page, which explains the use of the structured text, has been linked next to the text format list, o plain text for small parts of text that contain no links, no font changes or other HTML elements and choosing the Plain text option. In this case, the text will maintain the paragraphs as they were typed in the user. This field is mandatory. an image for the story that will be published along with the item. Because the stories can be selected by the site’s managers to stay on the front page on one of the main categories tabs, the image should fit in the corresponding space. This field is optional. the original source of information which is the original publisher of the information, if any. This field is optional. an URL of a webpage that contains additional information about the matter. This field is optional. This form and the links to it are only available for proper authenticated users. IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 36 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 37 Figure 18 – the EC CHM story submission user-oriented form for authenticated users only 2.4 User-oriented forms for the submission of objects (files, links, etc) in the portal’s sections These kind of operations are uploads of different kinds of objects in a particular section of the EC CHM portal. By section we understand a folder from one of the four main categories: Convention, Information, Databases and Information. Before this paragraph, the items such as news were uploaded by clicking a button from any of the portal pagIDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 37 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 38 es. In order to submit objects to a section, the user must first find the page and make his/hers contribution from there following the steps bellow: authenticate in the portal (see the paragraph “Authentications in the EC CHM”); navigate to the desired section; click the “Maintenance operations” link from the footer of the page (visible only after the proper authentication) (Figure 19); choose the type of object he/she want to submit; fill the corresponding user-oriented form and press the “Submit” button. Figure 19 – a EC CHM web page from one of the main categories. For the authenticated users, it contains a link to the maintenance operations IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 38 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 39 This form is only available for proper authenticated users. For the EC CHM authenticated contributors, the following list of objects is available for submissions (Figure 20): Link to related biodiversity site (Figure 21) File (e.g. MS Word, MX Excel, MS Power Point, Acrobat Reader file, etc.) (Figure 22) Roadmap database reference (Figure 23) HTML page (Figure 24) Figure 20 – the list of the maintenance operations available for the authenticated EC CHM contributors IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 39 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 40 2.4.1 Link to related site The links to external pages from related sites are organized in a repository in the portal for easier management. The objects the end user sees as links are, in fact, instances (references) to the specific link. Because a link can be meaningful on several portal pages, this technique prevents updates of URL or description of a particular link on one page and remaining of un-updated information of the same link on another page. This explains the reasons for this user-oriented form: When adding a link to a related site on a page, you can choose to add: An instance (reference) to an existing URL An instance (reference) to a fresh URL The first choice would imply just specifying the existing URL you want to add a reference to, meanwhile the second choice would mean the creation of the base link in the portal’s repository and the reference to it in the corresponding page. The first part of the form – “Choose an existing link” fields: Title – a combo box containing the listing of the links in the portal’s repository; URL – for every choice from the first field, this one fills with the URL address of the link. After the choice of the link, the user has to press the Add link button, which will create an instance of the chosen link on the current page. The user will be redirected on that portal’s page. The approval of the object and, therefore, its publication, depend of the type of permissions the user has been granted with for this operation. The second part of the form – “Create and add a new link” – fields: Title – a short, meaningful phase of the link; URL – the address of the page; Description – that will appear next to the object in the portal’s page. After filling the fields, the user has to press the Add new link button, which will create the link and an instance to it on the current page. The user will be redirected on that portal’s page. The approval of the object and, therefore, its publication, depend of the type of permissions the user has been granted with for this operation. IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 40 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 41 Figure 21 – the “add link to related site” user-oriented form available for the authenticated EC CHM users IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 41 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 42 2.4.2 File The form fields: a Title that must be short and meaningful for the file’s content; a Description – an abstract that will appear next to the object in the portal’s page. the File – should be added by selecting it with the Browse button from the local hard disk or from the local area network. The local path to the file will appear in the corresponding input box after the selection. The file’s type is usually PDF, MS Word or MS Excel. After filling the fields, the user has to press the Add file button, which will create the file on the current page. The user will be redirected on that portal’s page. The approval of the object and, therefore, its publication, depend of the type of permissions the user has been granted with for this operation. IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 42 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 43 Figure 22 – the “add file” user-oriented form available for the authenticated EC CHM users IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 43 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 44 2.4.3 Roadmap database reference The form fields: a Title that must be short and meaningful for the content; the Key tree that must be taken from the Roadmap database and that uniquely identifies the record you want to add. The keys must be separated by dots (eg. 10.10.20.10). an explanatory Text that will appear before the record’s content, an abstract that describes it. After filling the fields, the user has to press the Add item button, which will create the record’s reference on the current page. The user will be redirected on that portal’s page. The approval of the object and, therefore, its publication, depend of the type of permissions the user has been granted with for this operation. IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 44 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 45 Figure 23 – the “add Roadmap database reference” user-oriented form available for the authenticated EC CHM users IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 45 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 46 2.4.4 HTML document The form fields: a Title that must be short and meaningful for the content; the Details which constitute the source of the HTML page itself. Note that the source may contain only an HTML fragment, an entire HTML page or just parts of one. An internal parser will individuate the actual body of the document and display it among the portal’s elements: the header, the left-side navigation panel and the footer. This way, the page you are going to add will have the look and feel of the every one of the other portal page. After filling the fields, the user has to press the Submit button, which will create the HTML document on the current page. The user will be redirected on that portal’s page. The approval of the object and, therefore, its publication, depend of the type of permissions the user has been granted with for this operation. IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 46 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 47 Figure 24 – the “add HTML document” user-oriented form available for the authenticated EC CHM users IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 47 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 48 2.4.5 Change explanatory text for the portal’s sections Most objects in the portal have a title and a description. The title compares first in the listing of every folder as a link to the object’s content, followed by its description as a text. In the case of portal’s sections, the description – explanatory text – appears next to the title when entering in the section’s content. This can be a simple paragraphed text or HTML fragment – containing text, links, images, etc. Figure 25 – the “change explanatory text” user-oriented form available for the authenticated EC CHM users IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 48 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 49 2.5 Content maintenance tools As explained above, all the remote links in the EC CHM portal are internally organized in a special repository, fact that does not affect the end-user’s visibility of the pages or objects. The links that are listed in the various portal pages are in fact references (objects of type Yihaw Pointer) that point to the specific object from the repository – the Yihaw URLs. An important operation that has to be performed on regular basis by the persons in charge with the maintenance of the portal’s content is checking if these links are still active – if they point toward an active page. Another operation will be to see if the links are directed toward the correct source of information (remote page on another website). We provide specialized tools that make both these activities easier. 2.5.1 Update the remote links – URL and description The form lists all the remote links in the repository. For every one of them, the user can see and modify the URL and the description of the link and visualize a list of appearances of that particular URL in the portal. After modifying any number of fields, the user has to press the Update button, which will execute the desired modifications. The page will reload with the updated properties. The updates of these objects do not need approval and, therefore, the modifications are immediately published on the portal. The form is accessible only to the appropriate authenticated users. This form can be reached by clicking on the Services link from every pages footer. IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 49 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 50 Figure 26 – the “update links in the portal” user-oriented form available for the authenticated EC CHM users IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 50 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 51 2.5.2 Check the remote links The form checks all the remote links in the repository – five at the time. It is meant to individuate those broken links that point to a non-existing webpage or to a server that has been moved or is, for some reason, temporary unavailable. The results of such check can be: OK, which means that a page (regardless of it’s content) is at the indicated URL. Possibly broken, which means that a manual check must be done in order to ensure if the link is indeed broken. The URL of that particular page can be correct, but there can be some problems such as a slow server response or special server requirement that leads to such result. Server error, that indicates that the server of the specified webpage is, at least temporary, unavailable. It generally means that the server has been moved to another address. After viewing the results of a group of links, the user has to click on the Next link in order to have the list of results of the next five links. Because every one of the corresponding webpages is contacted before the page displays something, the loading of such page can take a while. Should some page return a non-satisfactory result – anything other than OK – the Update link will appear on that row. It leads to the form of updating remote links presented in the previous paragraph, right to the corresponding URL. These operations do not need approval and, therefore, the modifications are immediately published on the portal. The form is accessible only to the appropriate authenticated users. This form can be reached by clicking on the Services link from every pages footer. IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 51 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 52 Figure 27 – the “check links” user-oriented form available for the authenticated EC CHM users IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 52 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 53 3 Administrative functionalities in the EC CHM portal In this chapter, we will discuss about user-oriented forms accessible only on a Manager-level of authentication. 3.1 Delete news items It can be reached from the News centre which is linked from the first page of the portal by clicking on the Delete news items link from the top of the page. It contains a list of all the news items published or not in the news archive, for every one of them making the following information visible: an checkbox that should be selected only if the corresponding item must be deleted the title of the news which links to its content the original source of information of the item its status – approved or pending published or not in the archive After reviewing the content of the items, the user should select the ones that him or her finds obsolete and, therefore, not suitable to remain in the archive and press the Delete selected items button from the bottom of the page. The page will execute the deletions and redirect in the news archive. IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 53 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 54 Figure 28 – the “delete news items” user-oriented form available for the managers of the EC CHM portal IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 54 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 55 3.2 Put news on front It can be reached by all managers inside the News centre, which is linked from the first page of the portal. It consists from the two additional fields for each item in the news archive: the On front checkbox that should be selected only if the corresponding item is to be published on the first page of the portal, in the News box the flash checkbox that can only be selected for those items that are already selected as On front. This would imply that a flashy icon would mark them as very important in the front page. and of the Save changes button on the bottom of the page. It should be pressed when the desired items were selected as on front or flash. This will execute the appropriate operations and redirect in the news archive. Figure 29 – the additional functionalities in the news archive, available for the managers of the EC CHM portal IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 55 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 56 3.3 Delete events items It can be reached from the Events centre which is linked from the first page of the portal by clicking on the Delete events link from the top of the page. It contains a list of all the events items published or not in the events archive, for every one of them making the following information visible: an checkbox that should be selected only if the corresponding item must be deleted the type and title of the event or meeting which links to its content the release date of the item the location where the event or meeting took place or was supposed to take place its status – approved or pending published or not in the archive After reviewing the content of the items, the user should select the ones that him or her finds obsolete and, therefore, not suitable to remain in the archive and press the Delete selected items button from the bottom of the page. The page will execute the deletions and redirect in the events archive. IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 56 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 57 Figure 30 – the “delete events” user-oriented form available for the managers of the EC CHM portal IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 57 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 58 3.4 Put events on front It can be reached by all managers inside the Events centre, which is linked from the first page of the portal. It consists from the one additional field for each item in the events archive: the On front checkbox that should be selected only if the corresponding item is to be published on the first page of the portal, in the Events box and of the Save changes button on the bottom of the page. It should be pressed when the desired item was selected as on front. This will execute the appropriate operations and redirect in the events archive. Figure 31 – the additional functionalities in the events archive, available for the managers of the EC CHM portal IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 58 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 59 3.5 Delete story items It can be reached from the Stories archive, which is linked from the first page of the portal by clicking on the Delete stores link from the top of the page. It contains a list of all the story items published or not in the stories archive, for every one of them making the following information visible: an checkbox that should be selected only if the corresponding item must be deleted the title of the story which links to its content the source of information that inspired the publication of the item its status – approved or pending published or not in the archive After reviewing the content of the items, the user should select the ones that him or her finds obsolete and, therefore, not suitable to remain in the archive and press the Delete selected items button from the bottom of the page. The page will execute the deletions and redirect in the stories archive. IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 59 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 60 Figure 32 – the “delete stories” user-oriented form available for the managers of the EC CHM portal IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 60 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 61 3.6 Put stories on front It can be reached by all managers inside the Stories archive, which is linked from the first page of the portal. It consists from one additional form at the bottom of the archive. The form contains the list of all four main categories of the portal, each one of them being followed by the list of available stories as choice. The choice of a story for one category implies that the corresponding tab of the category from the first page will present that story. After choosing the stories, the user has to press the Save changes button, which will execute the appropriate operations and redirect back to the archive. Figure 33 – the additional functionalities in the stories archive, available for the managers of the EC CHM portal IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 61 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 62 3.7 Delete FAQ items It can be reached from the Services link from the footer of every page of the portal by clicking on the Delete FAQs option. It contains a list of all the FAQ items published or not on the portal, for every one of them making the following information visible: an checkbox that should be selected only if the corresponding item must be deleted the question which links to the entire content question – answer the category under which the item was uploaded its status – approved or pending published or not After reviewing the content of the items, the user should select the ones that him or her finds obsolete and, therefore, not suitable to remain published and press the Delete selected items button from the bottom of the page. The page will execute the deletions and redirect in the main FAQ repository. IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 62 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 63 Figure 34 – the “delete FAQs” user-oriented form available for the managers of the EC CHM portal IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 63 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 64 3.8 Delete objects from the portal’s categories This option completes, along with the next one, the set of maintenance operations that are available for the authenticated contributors (see paragraph 2.4) The form we have presented in that section looks like the figure 35 when the authenticated user has the Manager role. Figure 35 – the “Maintenance operations” set of user-oriented forms available for the managers of the EC CHM portal IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 64 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 65 This form presents the list of objects from the current portal section, enabling the possibility to select the ones considered unnecessary anymore and press the Delete selected items button in order to permanently remove them from the portal. Figure 36 – the “delete objects from the portal sections” user-oriented form available for the managers of the EC CHM portal IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 65 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 66 3.9 Insert sections in the portal’s categories This form requires the user to digit a title for the new section (folder) and to press the Add section button in order to create and automatically publish the section. Figure 37 – the “add section in the portal” user-oriented form available for the managers of the EC CHM portal IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 66 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 67 3.10 Basket of approvals As explained above, the contribution/reviewing process requires the Managers of the EC CHM portal to check the basket of approvals on regular basis, in order to decide what action should be performed about the latest pending uploads. The site managers can reach it by clicking on the Basket of approvals links from the footer of any page in the portal. This basket contains a list of types of objects to approve: News items Events items FAQ items Various types of other objects from the portal’s main categories It also contains a list of the latest approvals specifying for every item the person that has done the approval. IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 67 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 68 Figure 38 – the “basket of approvals” user-oriented set of forms available for the managers of the EC CHM portal IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 68 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 69 Basically, all these form are similar as concept: they consist of pages that list all the pending items of the corresponding type. For every item, the following information is displayed: The release date of the object – the date it was submitted by its contributor The title which links to the content of the item – from there the managers can modify it in order to make the item suitable for publishing, if necessary. Note: The update of the content is not implemented for the objects from the main categories The location of the item in the portal – not available for the news and events items, since they are all located in a single repository The contributor’s name, which links to a page containing the full personal data – the contact information A checkbox that should be selected in the case the manager decides to approve the item which leads to its publication on the portal so that any end user will be able to see it A checkbox that should be selected in the case the manager decides to reject and, therefore, permanently remove the item from the portal. Note: In the case of an error – an accidental deletion of items – the managers have always the possibility of contacting the webmaster of the portal who will make use of the Zope’s Undo mechanism in order to bring back the appropriate objects. However, this action must be performed as soon as possible, since the webmaster executes on regular basis purge operations. IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 69 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 70 Figure 38 – the approval user-oriented form for news items available for the managers of the EC CHM portal IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 70 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 71 Figure 39 – the approval user-oriented form for events items available for the managers of the EC CHM portal IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 71 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 72 Figure 40 – the approval user-oriented form for FAQ items available for the managers of the EC CHM portal IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 72 81920043 Project / Subproject Authors IDA CHM M. Bulamdra, C. Nitu (Finsiel) Corrado Iannucci (Finsiel) Approved Contract 502009 Title EC CHM Project Guidelines for portal content management Client Revised Date / Version Reference European Commission Directorate-General Environment Paola Ristori (Finsiel) 21 Jun. 2001/ 0.1 CHM-BW1-CNT-001 Pag. 73 Figure 41 – the approval user-oriented form for the objects from the main categories available for the managers of the EC CHM portal IDA-Programme -Framework Contract No 502009 / Specific Agreement n° 2 81920043 73
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