Where's Waldo? The Secrets of Search - Using Metadata

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Do you Google? How about Yahoo!? Perhaps your thing is Bing? These names of internet search engines have become common place in today's world. Did you know we have a UMass Lowell search engine too? Look on the homepage under Search UMass Lowell. Well the engine that drives our search engine is called Metadata. So whether you're wondering 'Where's Waldo?' or 'where are directions to M2D2?' the metadata is what enables the search to find what you're looking for, among other things. 


I’m going to cover adding metadata in three different types of files: a regular page, a news story and a faculty-staff bio. Metadata is required in every new page you create, and should be added to any pages with which you are responsible for editing. It is easiest to work on your metadata after making all of your edits to whatever page (asset) you're working on.

I’m going to assume you already know how to create a new task, open it and then click on a file to edit it. If not please go to this blog entry – and follow steps 5 through 14.


Adding Metadata to a regular web page.


1. Inside your new task click on the page you wish to edit (and add the metadata) by clicking on the highlighted blue file name – in this example it’s the default page for SLICE.

edit-page.jpg
2. Your typical edit window will open (please keep in mind it may look a little different than mine). Click on the Metadata tab two spots to the right of Save.

metadata-tab.jpg

3. A pop-up window will open. Some of these fields may be already filled out when you created the new page (sometimes the Name and Description). If not then please fill out these fields.
metadata-pop-up.jpg

4. Leave the Start date and Expiration date blank unless you wish for the page to go up at a certain time and come down – this is usually used on things like job postings or calendar events. If you do wish to do this – select the appropriate date from the drop down menu.

start-date.jpg

5. Please ignore the Flash banner and index file drop down menu.

flash-banner-metadata.jpg

6. Select your department from the drop-down menu. If your department is not listed here – please e-mail webcontent@uml.edu and request that it be added.
dept.1.jpg

dept.2.jpg

7. Type in your Browser Title – this is what you want the top of the webpage to say on the live website.

browser-title.jpg

browser-title2.jpg

8. Type in your keywords separated by commas. Think like a person searching for this page or your department. Type in any word that you might consider typing into a search engine to find your page or department. For example, you can type in several variations on even UMass Lowell, University of Massachusetts Lowell, UML, etc.

keywords.jpg

9. When you’re done hit o.k. You’ll get a window that says Metadata applied – again hit o.k.
hit-ok.jpg

hit-ok2.jpg

10. Now finish any edits you need to the page, mark it done and send it along for approval.
 
mark_done1.jpg


Adding Metadata to a News Box Story.


Many departments have news boxes on their sites. To learn more about that – please read this blog entry: http://blog.uml.edu/cms/2010/02/updating-stories-in-a-news-box.html.

1.    The metadata box for a news-box story is similar to that of a regular page. Once you’ve finished editing your story and have saved it, click on the Metadata tab (similar to step #2 above).

news-metadata-tab.jpg



2.    A pop-up window will open. Some of these fields may be already filled out when you created the new page (sometimes the Name and Description). If not then please fill out these fields.
news-metadata-name.jpg

3.    Leave the Start date and Expiration date blank unless you want the page to go up at a certain time and come down (this is usually used on things like job postings or calendar events). If you do wish to do this – select the appropriate date from the drop-down menu.
start-date-news.jpg

4.    Type in your Browser Title – this is what you want the top of the web page to say on the live website.
browser-title-news.jpg

5.    Select your department from the department list. You can scroll down using your mouse, or use the up and down arrow keys on your keyboard. If your department is not listed here, please e-mail webcontent@uml.edu and request that it be added.
dept.list-news.jpg


6.    Type in your keywords separated by commas. Think like a person searching for this page or your department. Type in any word that you might consider typing into a search engine to find this. For example, you can type in several variations on UMass Lowell, University of Massachusetts Lowell, UML, etc.
keywords-news.jpg


7.    Select your department from the drop-down menu. Again, if your department is not listed on this list – please e-mail webcontent@uml.edu and request that it be added.
department-news.jpg

8. Please ignore the Data Published and HomePage fields.
data-published-news.jpg


9. When you’re done hit o.k. You’ll get a window that says Metadata applied – again hit o.k.
hit-ok-news.jpg


hit-ok-news2.jpg

10. Now finish any edits you need to the page, mark it done and send it along for approval.
 
mark_done1.jpg


Adding Metadata to a Faculty/Staff Bio
Does your Department have standard Faculty/Staff bios set up? If so then here’s how to add the metadata to those files. Please keep in mind these types of files can be very slow to load – even for us – so please be patient.

1.    The metadata for a Faculty/Staff bio is also similar to that of a regular page. Once you’ve finished editing your story and have saved it again click on the Metadata tab (similar to step #2 above.)
metadata-tab-bio.jpg


2.    If you’ve ever created a new faculty/staff bio, then you’ve probably seen this already – because the person’s Lastname is required before the new bio can be marked as done. (Notice how the red exclamation point becomes a green check mark after a name is added).


bio-lastname2.jpg



3.    As before, the name and description may have already been added when this file was created – if not then please add that information now.
bio-name.jpg

4.    Leave the Start date and Expiration date blank unless you wish for the page to go up at a certain time and come down – this is usually used on things like job postings or calendar events. If you do wish to do this – select the appropriate date from the drop down menu.
bio-start-date.jpg

5.    Type in your Browser Title – this is what you want the top of the web page to say on the live website.

bio-browser-title.jpg

6.    Type in your keywords separated by commas. Think like a person searching for this page or your department. Type in any word that you might consider typing into a search engine to find this. For example, you can type in several variations on even UMass Lowell, University of Massachusetts Lowell, UML, etc.

bio-keywords.jpg


7.    Select your department from the drop-down menu. If your department is not listed here – please email webcontent@uml.edu and request that it be added.
bio-dept-menu.jpg


8.    Last but not least select the Display order. This is the order that all of the bios will be displayed in. So for example, if you want your Department Chair to be first – make sure that number is lower than everyone’s in the metadata on their bios. Otherwise they default to an alphabetical listing.
bio-display-order.jpg


9.    When you’re done hit o.k. You’ll get a window that says Metadata applied – again hit o.k.
bio-hit-ok.jpg


bio-hit-ok2.jpg



10.  Now finish any more edits you need to make to the page, mark it done and send it along for approval.


mark_done1.jpg


Voila! You're done.

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This page contains a single entry by Pueschel, Michael T published on April 1, 2010 10:52 AM.

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