Catalog

Catalog

What is a Catalog?

A catalog is a list of items. It can have a list of different categories and a list within each of those categories displayed in an alphabetical or another systematic order.

Important definitions:

Catalog

The entire Catalog as a whole. A Catalog is required prior to making a Catalog item.

  • Example 1: Holiday flyer

  • Example 2 (Higher ed): Teaching tips

Catalog Category

Categories within the Catalog. Categories are optional, but help to improve searchability and organize the content of a Catalog.

  • Example 1: Home, Kitchen and Dining, Toys, Tools and Hardware

  • Example 2 (Higher ed): Course design, TA support, Inclusive teaching

Catalog item

Indivdual items within the Catalog. Catalog items are created and applied to a Catalog.

  • Example 1: Pillows, Air Fryer, Hot Wheels race track, Drill

  • Example 2 (Higher ed): Creating course outlines, How to be a virtual TA, Accessibility resources

Create a Catalog

  1. From the administration bar, select Workbench, then My Dashboard.

Workbench with My Dashboard selected
  1. Navigate to the Content types box and find Catalog item.

Note: Typically you would select Add next to the content type. Since we need to add a Catalog before adding a Catalog item, you will be selecting the drop down arrow next to Add. This will show the configurations of the Catalog item content type, including adding a Catalog.

Content types hovering over Catalog item
  1. For Catalog item, select the drop down arrow next to Add.

Drop down arrow next to Add for Catalog item.
  1. Select Add Catalog.

Add Catalog selected from drop down options.
  1. In the Name field, type the Catalog name using sentence case.

Add term for Catalog name
  1. Optionally add Tabs to display. This will appear on the Catalog listing page to optimize filtering options.

  1. Select Save at the bottom of the page.

Save button

Optional fields

Optional information can be added to a Catalog found under the Edit tab of a Catalog:

You can enter a Description of the Catalog.

You can select any applicable Tabs to display for the Catalog.

Note: In order to add details relating to a tab (e.g. Audience) the tab must be selected in this list.

Additional notes on Tabs:

  • The A-Z tab is not on the list because it is intentionally always enabled

  • The new tab is simply based on content creation date

  • The popular tab is ranked by the popularity field in the content type

  • if the "category" tab is selected, then categories will have to be created; this can be done ahead of time or on the fly with "catalog item" content creation

You can select the Relations tab and choose a Parent term


Create a Catalog item

Note: a Catalog must be created first, then populated with Catalog items.

  1. From the administration bar, select Workbench then My Dashboard.

My workbench with My dashboard selected
  1. In the Content types box, select the Add button beside Catalog item.

Content types with Catalog item selected

Required fields

  1. In the Name field, type the Catalog item name using sentence case.

Name and tagline for Catalog item
  1. Select a Catalog.

Note: Multiple catalogs are intentionally not allowed to be populated with the same item.

  1. Enter a Description of content.

Description of content field

Note: A Description of content must be brief and concise description of the item’s content. No more than one or two sentences are recommended.
The Description of content is the information blurb which appears when the Catalog item is shared or searched.

  1. To save as a Draft web page, scroll to the bottom of the page, leave the Revision state as Save as: Draft and select Save.

Save as draft

Note: To add content to your Catalog item, this can be done via the Layout tab. You can review Block types: Content to view Block options.


Optional fields

Optional information can be added to Catalog items found under the Edit tab of a Catalog item:

The Item summary functions as a short summary of what the Catalog item is about when previewing the item in a Catalog.

The Associated image functions as a thumbnail when sharing a Catalog item in social networks and other services.

Add media Screenshot.png
  1. Locate Associated image under Meta tag information for social media sharing/search/etc.

  2. Select Add media.

  3. Add an image or select an image previously uploaded to your site. To add an image:

    1. Select Browse... in the Add file box and choose an image from your files.

    2. Fill in the mandatory Name field (it will default to the original file name) and Alternative text field (guidelines can be found on the Brand page) field. You have the option of entering a caption to be displayed with the image in the Caption field.

  4. Select Save.

  5. If not already selected, select the image by checking its box from the image gallery.

  6. Select Insert selected.

Media settings can be accessed through the Media drop down.

Screenshot 2024-04-02 at 13.59.25.png

The Menu settings drop down allows you to change whether the Catalog item appears in the menu and how it appears:

Screenshot 2024-04-02 at 14.04.44.png

Checking Place in site hierarchy box enables you configure how your Catalog item appears in the menu.

  • Checking the Add menu link box will add your Catalog item to the main menu.

  • The Menu link title field allows you to edit the Catalog item title in the main menu.

Note: The title in the Menu link title field can be different from your Catalog item Name.

  • The Description field allows you to add a description that will show when hovering over the menu link.

  • The Parent link drop down allows you to choose where in the menu your item occurs.

Note: By default, the Parent link is set to Main navigation.

  • The Weight field allows you to choose the order that your menu items are displayed.

Note: Lower weights display before higher weights.

Scheduling options allows you to select a date and time to change the Revision state of your Catalog item.

Screenshot 2024-04-02 at 14.05.24.png

Publish on allows you to select a date that the page will publish.

Unpublish on allows you to select a date that the page will unpublish.

Publish/unpublished states

URL redirects allows you to add a URL redirect to your Catalog item.

Screenshot 2024-04-02 at 14.05.49.png

The Catalog item automatically generates a URL based on the item Name and its place in the site hierarchy. It is best practice to select Generate automatic URL alias for uniformity across your site. To create a custom alias:

Screenshot 2024-04-02 at 14.06.12.png
  1. Unselect the Generate automatic URL alias box.

  2. Manually enter a new URL alias.

Note: Do not add a trailing backslash (/) to the alias. Replace any spaces with a dash (-). When entering a custom URL make sure it is still reflective of the content that it will be displaying.

Authoring information allows you to change the author information for the Catalog item. Authoring information defaults to the user who created the page and when the item was created originally.

Screenshot 2024-04-02 at 14.06.55.png
  • Filling out the Authored by field allows you to select a user to be displayed as the page author.

  • The Authored on allows you to manually sets the date and time the page was created.

Promotion options allows you to edit how the Catalog item is promoted.

Screenshot 2024-04-02 at 14.07.08.png
  • Promoted to front page allows your page to be promoted to the front page.

Page display options allow you to optionally turn off site menus and titles for your Catalog item.

Page Display Options Screenshot.png

Note: this option should not be used for accessibility reasons.

The Revision log message is an option to comment on the update and changes to the Catalog item. This message will appear in the entry when viewing the Revisions tab of the Catalog item.

 

Screenshot 2024-04-02 at 14.07.57.png

 


Delete (site managers only)

The Delete tab is only visible to site managers. The Delete tab permanently deletes a Catalog item and all associated content.

Delete page Screenshot.png

Note: all links to this page will break.

To delete a Catalog item:

  1. Select the Delete tab.

  2. Select the Delete button.


Related links