Collections and Categories, Lifecycles, Publishing Checklist, Metadata

This article is a summary of the dominKnow | ONE features related to organizing and tracking content, with links to more details for each feature.

Collections and Categories

The Collections and Categories features allow you to set up filters to organize content when using the Browse Projects panel. 

Instead of scrolling through all projects in your site, you can create Collections and Categories to group Projects together under these filter options.

This resource explains Collections and Categories, including how to create them.

Working with Collections and Categories

 

This resource explains how to assign a Project to a Collection or Category.

Assigning a Project to a Collection or Category

Lifecycles

As a Project moves through its development stages from start to Publish (and potentially beyond) you can track its stage using the Lifecycles feature.

This resource outlines how to create and manage custom Lifecycle stages.

Lifecycles

 

Assigning a Project to a Lifecycle

Administrators and Authors can assign a Project to a Lifecycle by opening the Project to edit it then selecting the Edit Properties option on the Insights panel. On the Properties panel that opens on the right side of the interface, Authors can select a stage from the Lifecycles drop down list. 

This resource outlines how to edit the Project Properties, including setting a Lifecycle

Editing the Project Properties

Publishing Checklist

The Publishing Checklist helps you track the completion of Project tasks to make sure nothing falls through the cracks.

It's available for authors from the Insights panel when working on a Project. Authors can mark items completed as they work and keep the Checklist up to date.

Administrators can set what appears on the Checklist, disabling any default items and adding any needed custom items.

Administrators can also set how the Checklist affects publishing, including preventing publishing without a completed Checklist.

This resource is a video overview of the feature.

The Publishing Checklist

 

The Publishing Checklist includes a wide range of default items. Administrators can disable any default items as well as add any needed custom items.

This resource includes steps to Enable or Disable Items on the Publish Checklist and to Add a New Item to the Publish Checklist.

Open or Edit the Publish Checklist

Metadata

Project Metadata

You can set metadata for any Project, such as 

  • Description
  • Disclaimer statement
  • Vendor information
  • and more

Many of these metadata fields are available for use as System Variables that can be displayed as text on any page. For example, you can set a Copyright statement as metadata for the Project and display it on every page. And you only need to edit the statement in the metadata field to update the statement across all pages where it is being used.

This resource outlines how to edit the Project Properties, including setting Metadata for the Project.

Editing the Project Properties

This resource outlines how to display a System Variable in a text element in a Page. The specific example shown is for the Project name but the same steps can be used to select the Metadata Copyright statement.

Displaying a System Variable in a text element

 

Metadata on Media Files

When uploading as images, audio files and video files authors can add metadata for the Description and Tags fields.

These two fields are important for improving re-use of media elements. Adding a Description and keyword Tags to media files improves Search results in the Media Library and helps other authors identify and understand the context of media files.

Additionally, the Description field is automatically used as the Alt Text for images to improve content accessibility. If no Description is added, then no Alt Text is available for learners using a screen reader.

It’s an important and highly recommended best practice to always ensure that media files have Description and Tag metadata added.

This resource outlines how media files are stored in the Media Library when added to a page, as well as how the Media Browser, Media Library and Media Properties are interconnected.  It is helpful to understand these in order to understand the importance of the Description and Tags fields for media files.

The Media Browser, the Media Library and the Media Properties panel

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