Table of Content

Overview

Total CMS is used to manage print publication pages that are created in Adobe InDesign software.  TownNews.com uses a proprietary software interface (plugin) for InDesign to interface with Total CMS.  Output Methods, stored in an .xml file, serve as the conduit (or connection) to BLOX Total CMS Admin where InDesign Settings are set, and PageTracker  and Assignments are accessed and managed.  If a Hosted BLOX CMS platform exists, the e-Editions that are created in PageTracker, are transferred to the Hosted platform (website) via Syndication or Site Tags

This document addresses the Page Tracker application.

Accessing Page Tracker

Page Tracker is found in Total CMS; both Hosted and Appliance.  From the dropdown menu in the upper left corner, go to Editorial / Page Tracker.

Page Tracker is identical in both BLOX Total CMS Appliance and BLOX Total CMS Hosted.  While the menu options may be different, the Page Tracker application layout and functionality is the same.  The only difference is, on Appliance, the skin is Gray, on Hosted, it is Blue.

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Page Tracker Access

Page Tracker

Page Tracker is used to track the e-Edition pages created in InDesign.  Page Tracker contain's all assets that make up the page and can be seen in the Budget View.  Page Tracker tracks the pages and updates each with a Status as the Page moves through the Workflow process. 

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Page Tracker Diagram

Page Tracker is also accessible from InDesign using the BLOX Total CMS Menu.

Create New Edition

On the toolbar, click on New Edition.  This opens up a new Edition window where you can start adding pages and building out the Edition.

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PageTrackerMain_1.png

The New Edition loads into an editing window labeled, New Edition.

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PageTrackerNewEdition.png
  • Edition Name:  The Edition Name is based on the Publication selected.  To change the name, select a different publication.  Think of these being "hard-coded" based on the Publication.  You cannot edit the name of the Edition.
  • Publication:  A list of all (if multiple exist) publications are listed in this menu.
  • Publish Date:  Set the date to publish the Edition by clicking on the calendar icon on the right of the field.
  • Status:  Either an Incomplete or Complete status will show pending whether or not all of the pages have been completed and added to the Edition.
  • Progress:  This will show how many pages of the Edition are completed.  For example, 26 of 39 pages.

Note:  At this point, you must save the Edition in order to add New Pages.  The Edition must be created first.  When you click on Save on the Page Tracker toolbar (on the right), pages will be added based on the way your site's setup was done.  The New Page option becomes available.  In order to View a page, you must close and re-open in order for the View option on the Edition toolbar to become active.


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PageTrackerNewEditionCreated.png

e-Editions Toolbar

Once you've opened an e-Edition, you can manage the pages.  

  • New Page:  This opens a new page editing window to add a new page and relate the assets you need for it.
  • Adjust Deadlines:  This is currently available in the TCMS Hosted environment only.  Clicking this opens a dialog window where you can set the Deadline Date and Time for the individual page(s) within the e-Edition.  This allows you to determine the order in which you should work on pages.  The deadline of a page needs to be determined at the time the page is created in Page Tracker.    This establishes the final deadline date/time based on the publication date and the section.
  • View:  This provides a view of the page selected.  All related assets with workflow, slugs, and placement status information is included.

Page Tracker Toolbar

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PgTrack_Toolbar.png

On the Page Tracker Toolbar, on the far left are icons you can use to change your view of the pages in the Edition.  The 'green swirl arrows' resets the layout view to the default.  The one next to it, a 'grid' icon toggles from a Gallery View, Normal, and a Wireframe View.

The Gallery View is basically a larger thumb view of the page.

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PgTrack_ToolbarGallery.png

The Wireframe View is grid layout of the page.

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PgTrack_ToolbarWireframe.png

Add Pub To Assets

On the Page Tracker toolbar, next to Save, is the Add Pub to Assets button.  This is a Batch Add function where you can add multiple assets to the same publication.  Clicking on it opens the Batch Add Publication to Assets window.

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AddPubToAssetsMain.png

On the right side is Budget information.  Here you designate elements required for this publication.  On the left side is where you click on Choose Assets.  This opens the Find Asset window.

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AddPubToAssetsBatch.png

Go through and find/select your assets for this publication.  Click on Add Selected Assets when done.  You can repeat this process until all of your assets are selected.  Keep in mind you can only add assets from the viewable Search Results.  To find more on another page of the results, repeat the search and navigate to the next page.  When you select the assets, you'll return to the Batch Add window with the assets populated.

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AddPubToAssetsBatchAdd.png

Click on Add when you're done.

Edit an Edition

To edit an existing Edition, double click on the Edition within the Search Results, or click on an Edition to select it, then click the Edit button on the toolbar.  The Edition opens up into full view where you can add a New Page or View an existing page.

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PageTrackerEditEdition.png

New Page

To add a new page, click on New Page.  This opens the New Asset window where new assets can be added to the page.

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PageTrackerEditEditionNewPage.png

The New Page window will actually say New Asset at the top.  Once you click Save, that will change to the Page Title.

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PgTrack_NewPageWindowSave.png

You can add assets by clicking on the Add Asset button.  This opens the Find Asset window in which you can select assets for the page.

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AddPubToAssetsBatch.png

Once selected, they'll appear with the page.

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PgTrack_NewPageWindowAddAssets.png

View Page

To view an existing page, double click the page or select a page and then click on View on the toolbar.  Now you can Add Assets and/or Edit them.  If you see a 'red square' in the Status column, the asset is set to Do Not Publish.  If you see the purple "ID" InDesign logo underneath the PL (placed) column, the asset has already been placed on the page.

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PageTrackerEditEditionViewPage.png

Budgets

A Budget is the various news departments proposals for what they want to put in the newspaper.  It budgets placement (sections/pages) and space in the newspaper, not dollars.  The Budget View in Page Tracker offers monitoring of the various details of the Budget but doesn't allow Budget creationBudget Creation takes place in InDesign using the Total CMS Menu.  On the left is some budget information gathered in Total CMS when you add a publication.  On the right, is a sample Budget Sheet the Chief Editor (or whomever is assigned that role) will create.


Note:  Elements that are part of your budget are based on the requirements that have been set for each publication and what is shown may not be a part of your setup.  Some Copy Desks or Design Centers may or may not use Modules.  


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BudgetSample.png

To view a budget in Page Tracker, click on Budget View on the toolbar.

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PageTrackerBudgetMain.png

Here, you see all of the elements within the Budget that have been used. At the very top, you can break down which elements you want to view.  By default, All assets are selected for each Page. Each one of the Budget properties has its own elements are based on your specific BLOX Total CMS setup. 

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PageTrackerBudgetView.png

Budget Toolbar Functions

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PageTrackerBudgetViewToolbar.png

1  Expand All Groups:  Groups are considered those assets related to an article asset, collectively, they are a group.  This expands all the groups so all assets are visible under the groupings that are defined by the "Group By" filter.

2  Collapse All Groups:  This option collapses all the groups so that all assets are hidden for each group.

3  Show/Hide:  Here you can show or hide all Web only assets or Unbudgeted Children Assets.  Articles are what is actually budgeted to a page.  The article may also have related children assets that are not necessarily budgeted but appear in the Budget View because of their relationship with the article.  This option hides those assets in the Budget View.

4  Open Print View:  This opens up the entire budget so you can print it out. You also get the option to print in Linear mode or Normal (default).  Normal gives you a print out of the way your screen looks.  Linear gives you a print out of all the Page information in a line (see linear print example here).

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BudgetLinearPrint.png

5  Refresh:  This refreshes the Budget to ensure you are picking up the latest assets that have been added and/or statuses are current such as pages being placed on pages.

6  Edit:  This opens up the asset selected into its Editorial Asset editing window.  You can also double click an asset to edit.