Table of Contents
- For BLOX Total CMS Customers
- Application Settings
Editorial / e-Editions is where you create and manage digital versions of your print publication(s).
NOTE: Admin users must be granted full access as a e-Editions Workspace. You may have as many employees assigned to a group as you need. See the Groups - Access Levels doc for more information.
For BLOX Total CMS Customers
The BLOX Total CMS team has provided a Best Practices for BLOX Total CMS Segmented Live e-Edition Page Production as a document, to assist those customers.
Application Settings on the right side of the screen allows the user to Manage Publications, set Live Feeds to those publications, and establish Global Settings for e-Editions.
Application Settings is broken down into three sub-sections, Publications, App Settings, and Global Settings. Under them are settings that control the job processing, life cycle, file naming, page numbering, jumps, section assignments, live feeds, etc.
1 Publications: Here you manage your publications. A publication (typically representing a print product) contains the e-Editions (electronic editions) of your print product.
2 App Settings: Settings that determine what feeds the Live e-Edition application.
3 Global Settings: Currently, here you set how many hours you would like the e-Edition to be published earlier than it is scheduled.
Publications has a toolbar with options to help you manage your publications.
1a Toolbar | New: This button creates a new publication. This will open the Edit Publication window. A publication will have a name like The Brunswick News, and is what you place editions into. Editions are your actual daily, weekly, etc publications.
1b Toolbar | View log: Select an existing publication and click this button to view the processing history of a publication. You can change the date to view a previous log file. You can also view the log from Log Viewer within the Edit Publication window.
1c Toolbar | Publish: Select an existing publication and choose this button to publish the publication.
1d Toolbar | Edit: Select an existing publication and click this button to edit the publication. You can also double click on the publication.
1e Toolbar | Delete: Select an existing publication and choose this button to remove the publication. Publications that are deleted cannot be brought back, they would need to be recreated manually.
1f Column Header | Publication: The name of the Publication.
1g Column Header | Job ID: The Job ID is auto-created when a new publication is created. The ID for a publication will never change. The Job ID does not affect your readers in any way, and is used to associate the publication to editions in the database.
1h Column Header | Auto: When a publication is set to process automatically, the Auto column will display a 'yes'. A 'no' means that the publication does not automatically process jobs and will need to be published manually.
Creating a New Publication
Select New from the upper left corner of the Publications sub-section. This opens the Edit Publication window. Additional settings options may appear depending on your software settings.
1 General: Set the Publication name, thumb width, job processing, lifecycle here.
2 Page: Set the File naming convention, page numbering, and link Jumps here.
3 Sections: Add your sections that will be assigned here.
4 Advanced: Set the enhancement settings such as page optimization.
5 Email Reach: Define how Email Reach will be used if desired.
6 Log Viewer: View job processing history for any given day.
7 Zones: This works with publications that have separated Zoned Editions.
8 Save: Save your updates.
1 Publication Name: (Required Field) - This appears as a header on the front-end, and should represent the name of your publication, such as The Brunswick News, or Wedding Spectacular.
NOTE: Once you click on the Save button, the name of the Publication cannot be changed.
2 Thumb Widths: (Required Field) - This sets the widths of preview images to be automatically generated when a new .PDF file is uploaded. "100" is a default setting; you can add more widths by typing them in, separating each by a comma. You will generally have 100, 300.
3 Job Processing: This determines what triggers the system to process your .PDF's when they are uploaded to the server. If the Check for Uploaded Pages Automatically checkbox is not checked, you will need to Publish the publication manually (see Publish).
If the Check for Uploaded Pages Automatically checkbox is checked, the job for that publication will run automatically every 5 (five) minutes to determine if:
- An end.txt file is present (if the an end.txt "trigger" file is uploaded radio is selected), or,
- There are any pdfs in the appropriate eedition_ID folder on the server (if the any files ending in ".pdf" are found radio is selected)
NOTE: If you chose to use the end.txt method you will need to upload a blank text file named end.txt AFTER uploading all of the .PDF's for that e-Edition. This will allow you to upload .PDF files as you create them and not publish the edition until all of your pages are ready.
If you use the files ending in .pdf method, the system will check the e-Edition_ID folder on the server and process what is there, whether you have uploaded all of your .PDF's or not. If you create and upload more .PDF's after the edition has been published, as long as it is still in the same day, these new files will be added to that days edition. If you are working in the evening where you upload some of your .PDF's before 10 pm local time, and upload more after 10 pm local time this would create two separate editions.
NOTE: The date of the edition is usually determined by a preset End of day that is set to 10 pm local time. You can change the end of day in the End of day field under Advanced. This will allow you to set the the End of day to fit your publishing schedule.
- You can be notified by automated email when jobs are processed by entering up to three email address (with commas to separate) in the Notification Email field.
4 Lifecycle: This sets how long the e-Editions live on your site. Options are:
- Do not set a removal date on editions (default). This setting means that editions will remain within BLOX Admin, and will be available on the front end, until they are manually deleted from the e-Editions Workspace
- Set a removal date in this number of days. When this option is selected, enter a number of days in the box below the option. An e-Edition will automatically be removed from BLOX at the end of the designated number of days. For example, if the setting is for 30 days and an e-Edition is published on May 1st, it will be removed from BLOX on May 31st.
The File Naming Convention determines how your e-Edition .PDF's are named.
1 Automatically Detect: (Default Setting) - This allows the BLOX system to automatically search each PDF uploaded for an appropriate page and section name. If it cannot find a section name (News, Sports, etc.) in the file name, that file will be assigned to the generic "e-Edition" section.
2 Use a Preset: When using this option, you must also choose the desired preset naming convention from the dropdown menu. This option provides multiple options for naming your .PDF's that should work for most customers.
3 Custom Page Matching Expression: Using this option means you are creating your own. There will be two parts to the expression. The Matching Groups and the Expression as a whole. The customer will be able to choose a specific filename based on the expression chosen. The parser looks for two keys when processing pages, this is the Page Key to determine the page number and the Section Key to determine the section. The syntax for a matching group is (?P<page>EXPRESSION), where EXPRESSION is the regular expression you're wanting to match and PAGE is the page number you are trying to match.
4 Sanitize Page Numbers: If your page numbers have leading zero's, underscores, or other characters, checking this box will parse them out leaving you with a cleaner page number (e.g. A1, B2, C3, etc.).
5 Page Numbering: This will be done in accordance with the selections made here. First choose your preferred Folio Page Format from the drop-down menu. If nothing is selected, BLOX will use whatever it can find; A1, 1A, 1, etc.
The next selection states 'Section Letters Start with a: (A) and continues until: (blank)'. 'A' is a default starting section and cannot be changed. Enter the letter of your final section (for example, Section N) in the blank. If nothing is entered, BLOX will continue to number the pages through Section Z.
6 Jumps: The default is to Detect and Link Jumps on Pages. This means that BLOX locates and generates hyperlinks for page numbers that appear on the page. For example, jump text may say something like "See Titanic, Page E10". When that verbiage is clicked, the reader is taken to the continuation of the Titanic article on page E10.
When the Detect and Link Jumps box is checked, the Jump Label dropdown option becomes active. Select the type of Jump Label BLOX should look for and utilize. If nothing is selected, then all Jump Labels will be searched for.
NOTE: Even if the folio format of the page does not match the record of the actual pages ('See Titanic, Page E10', but 'Page E10' is actually '10E') the system will attempt to jump to other possible permutations of the pagination prior to displaying a 404 error.
Click Save to process the changes, or move on to the next section. Clicking Save now will actually Save and Close the window.
Sections allows you to Add one or more sections to which e-Editions under this publication will be assigned, make one section a Default, or to Remove a section altogether. Additionally, those publications enrolled in Enhanced Segmenting can assign editorial sections to the segments taken from a particular e-Edition.
Select Add to add a section(s) assignment to this publication. Sections are set up under BLOX CMS - Desktop / Settings / Tags / Sections.
Only those sections with the e-Editions skin and a corresponding URL are selectable. Multiple sections and subsections can be chosen at once by holding down on the CRTL key while making selections. Click Add sections when done.
If multiple sections have been chosen, one can be set as the default for e-Editions assigned to this Publication to appear in. Select the primary section and click Make Default. A green checkmark appears next to the Default section.
Sections can be removed in a similar fashion by selecting the section or sections and clicking Remove.
Click Save to process the changes, or move on to the next setting. Clicking Save now will actually Save and Close the window.
MAP SEGMENT TO EDITORIAL SECTION (Enhanced Segmenting)
Publications that have enrolled in Enhanced Segmenting have the option of assigning editorial sections to segments provided by our data-segmenting business partner. To do so, follow the procedure listed above for assigning sections to e-Editions created for this publication. As each section is added, an Editorial Section column appears to the right, with a clickable link to 'Map Section'.
If you would like to assign an editorial section to any segments returned for a given e-Edition, click on the Map Section link to the right of an e-Edition. This brings up the Select section screen.
Double click on the editorial section to which you would like segments taken from this e-Edition assigned. Note that only those sections with an editorial skin are selectable, therefore the /classifieds section for example, won't be an option. The system will not allow you to click once on a section to highlight it, then click Add section. The only way to assign an editorial section is to double click on it from the list.
Repeat the process for all e-Edition sections desired. Editorial segments returned for any e-Edition that does not an Editorial Section mapped will not, by default, be assigned any section. Any classified segments though will be assigned to other/ads.
Click Save to process the changes, or move on to the next Setting. Clicking Save now will actually Save and Close the window.
Advanced, in addition to a few other settings, offers five options that, when selected, enhance e-Editions for either your publication's purposes or for the reader's ease of use.
1 Enable PDF Page Optimization: When Optimize is enabled for a publication or specific edition, e-Editions will re-save the PDF file during import, converting images to 72 dpi. This is intended to reduce the overall file size of PDFs. Optimize can cause PDFs to fail during the import process. Disable Optimize if you have issues with PDFs failing when Optimize is enabled.
3 Enable Text Extraction: Selecting this option will allow BLOX to extract the text from your PDF files and make it searchable. This increases your search-engine-optimization (SEO), and is required if you wish to use embedded page jumps in your e-Editions.
NOTE: Jumps are disabled in the Live e-Editions skin, but this setting is still useful for search purposes.
4 CMYK Conversion: When papers upload their PDF pages in CMYK format, some Mac devices display the PDF as a negative image. Selecting this option will allow BLOX to automatically convert PDFs from CMYK to RGB formatting during the optimization process.
5 Enable Training Mode: This will allow users to publish pages without incurring a cost, however the pages will have a large diagonal "SAMPLE" watermark indicating they are a sample.
6 End of Day: The default in BLOX CMS is that all e-editions published after 10PM in the publication's time zone are for the next run day. However, if your publication operates on a different schedule, you can set the End of day time to designate the time that marks the end of 'today's' print run. After the time set (in whole hours), any e-editions published for a given Publication are annotated with the following day's date and a time of 12:00. If no time is designated by your publication, then BLOX will use 10PM as the End of day.
7 Default Start Time: Enable option to set the start time to a specified hour. The default start time is 12:00 AM set in the system but you can choose another time.
8 Enable High Resolution Image: This tool will reprocess images and create hi-res images when appropriate. When the box is checked all previous e-Editions from the publication will be reprocessed to the appropriate High Resolution setting.
WARNING: This option only affects new e-Editions going forward. If your site is undergoing a redesign and want to upgrade your DPI, TownNews Programming will have to reprocess those e-Editions. Consult with your project manager for more details.
- Magnified View of DPI: The default DPI setting for e-edition preview images is 72. You are able to select a higher DPI for page view mode in the new Live e-Editions skin; options range from None (default), up to 300 DPI. e-Editions processed after this setting is changed display a higher-resolution page when viewing the e-Edition in pave view mode. This setting will be applied whether the page(s) are uploaded through the BLOX CMS Admin, or as part of a job.
NOTE: Use of the Magnified View DPI setting may impact the storage fees associated with your e-Edition billing as the files are considerably larger, but this mode is required for optimal display performance across all mobile devices. The recommended setting is 200 DPI.
9 Enable auxiliary business ID mapping: Selects an auxiliary business ID map to use with segment cutout assets where an auxiliary business is available. This allows you to relate a cutout asset back to it's owning Business Directory listing.
- Auxiliary ID map: Choose which auxiliary ID you want to map to from the dropdown. For setup information, see the Manage Auxiliary IDs documentation.
Click Save to process the settings and selections. Doing so will Save and Close the window. The publication is now ready to have e-Editions assigned to it.
You can also use our Email Reach product to send copies of your e-Edition to your subscribers. Select Use Email Reach, choose the Mail List you desire, then pick between Automatically Scrape e-Edition URL or create your own message. You can also decide to send the email after it is done segmenting. You will only see this option if Email Reach is installed on your BLOX CMS system.
Log Viewer allows you to see the processing job history on that publication for a given day.
The Viewer default is to display processing events for Today. To change the date viewed, select the calendar icon next to the date field, and choose the date you wish to view. Select Go to see the jobs for that date.
This is the same information that would be displayed if View log were selected from the top of the Publications sub-section.
When finished, select Save to process any settings and selections made on previous settings. This will close the window, and the publication is now ready to have e-Editions assigned to it.
Zones allow for websites that have a Publication with separate Zoned Editions to change just the pages that are different and assigning them to a different zone. This will reduce the need for duplicate pages in cases like this.
For example, the Quad Cities has four metropolitan cities (Davenport, Bettendorf, Moline and Rock Island). You could set up Zones for each city and pages in your e-Edition that pertain to those specific Zones, can be assigned to that specific Zone.
You'll want the name of the Zone in your e-Edition Page Title or whatever naming convention you use. In Editorial / e-Editions, you'll need to open the Publication you want to add your Zones to. Click on Zones at top on the far right, click on Add. This opens the Zone Edit window.
Give it an ID (numeric value - ie: 01, 02, etc.) and give it a Name. You can make it the Default Zone if you desired and give it a Description. Click on Save when you're done. The Zones will be automatically available in the e-Edition Page editing window.
If you have multiple pages with the same name they will be sorted by zone.
When a publication is selected from the Publications sub-section, the View Log button becomes selectable. This opens and displays the Log Viewer window of the Edit Publication screen. Click here for more information.
Upon creation of a new publication, a new job (not visible to the user) and corresponding FTP folder will be created under /data/feeds. For example, if the publication name was "Bridal Guide", the new FTP folder would be named "eedition_bridalguide". All new PDF files assigned to that publication can then be uploaded to that specific folder in FTP. Publication jobs for e-Editions will run behind the scenes every 2 hours.
If a publication needs to be published off the 2-hour automatic cycle, select the Publication from the list, and click Publish.
Click OK when the following pop-up notice appears.
To edit a publication, select it from the list and click Edit, or simply double-click on the publication to open the Edit Publication window.
This opens the Edit Publication window, with the Job ID displayed in parenthesis in the title. The Edit window provides the same options as you find when creating a new publication. For more information, click here.
To delete a publication, select the Publication from the Publications sub-section, and click Delete.
Deleting a publication will not delete the e-Editions assigned to it. If you wish to delete the e-Editions as well, they will need to be deleted from e-Editions. Or, they can remain on the server and be re-assigned to a different publication as desired.
These are the settings that determine what feeds the Live e-Edition application. The Display Count determines how many publications are available for the publication that is included in the application. You can drag the Publication Order around if there are more than one and Save Order simply does that; it saves the order the publications show up in the application.
2a Add: Use this to add/list a new publication. This Does Not create the publication, it takes an existing publication and will add it to the publications listings in App Settings. To create a new publication, you'll need to use the New option under Publications.
2b Save Order: See 2e. If you modify the order of publications, use this button to save it.
2c Edit: Use this to modify the Publication Name or the Display Count. The Display Count determines how many publications are available for the publication that is included in the application.
2d Remove: Use to remove a publication.
2e Publication: A list of current publications. This order can change by using the drag and drop method. When done, click Save Order.
Currently, the only Global Setting is Early Publish.
In the box to the right of Early Publish, enter the number of hours prior to the publish date that you want the e-editions to be displayed. For example, if you process the pages for the next day's e-editions at 3 o'clock each afternoon, the publication date/time might be set for 8 a.m. tomorrow morning. You want the e-edition to publish earlier than that, but you don't want it to get mixed up with today's paper. So rather than setting the publication date/time back, you just set an Early Publish time.
NOTE: An Early Publish time will affect all Publications and therefore, all e-Editions; individual publications cannot be either targeted or excluded.
NOTE: When your early publish time setting (if desired) has been made, select Save. If you've changed the Early Publish setting but now wish to return to the previous setting, select Reset. Note that this will only revert to the previous setting if Save had not yet been selected.