This is a list of Best Practices for creating Live e-Edition pages in BLOX Total CMS (Appliance and Hosted Platforms) with Segmentation.

Tasks

Advertisements. ROP ads on pages with editorial content will be sent as a Cutout Asset. Full-page ads would need to be output through BLOX Total CMS for the Cutout Asset to be created automatically. If the PDF is forwarded separately then it generally won’t have any segmentation. 

Asset Titles. The River of News displays the Asset Title rather than the Print Headline – and this is by design. When creating Articles from the Adobe InDesign page or in the browser interface, be conscious of the text in the Title field. Adobe InDesign provides access to this field during Check In or Assignment Creation of an asset. In addition, Page Tracker’s Budget view is great for reviewing all the titles of all assets for a given print edition.

Backgrounds Colors. If you create a frame for background color, make sure it doesn’t hold any text content or a Cutout Asset will be generated. Best Practices would be to avoid this practice by adding the frame to the Asset’s frameset by assigning it a Wild Art Element Type and the same File Reference as the asset.

Background Images. If an image is used behind a centerpiece package or other type of design element, the image will, by default, become a Cutout Asset unless the image is a child of the parent article – in which case it will display in the River of News with a title and a caption.

Briefs. Typical production of briefs involves merging them into a single frame. Best Practice for Segmented Live e-Edition would be to create a new Article from within Adobe InDesign from the merged text frame and assign it to a workflow that has Do Not Publish assigned -- The Pages workflow is a good one to use for this scenario. Article assets with Do Not Publish assigned will become e-Edition Sourced Article Assets in Live e-Edition and display in the River of News but will not be viewable as an asset on the website.

See also: e-Edition Sourced Article Assets, and Merging

Bullet Lists. Bullets are displayed in the River of News.

Child Images. All images used in print that are associated with a printed Article Asset should be a Child Asset of the Article Asset. They can be placed on the page before or after the article asset, but they must be a Child Image before the pdf of the page is sent to Live e-Editions via Page Tracker or they will appear as a standalone image in the River of News. Since Live e-Edition is live, if the image is added as a child after the Segmentation is sent to Page Tracker then the image could appear in the River of News twice.

Classified Ad Pages. For a Cutout Asset to be generated, the Classified Ad pages would need to be output through BLOX Total CMS. PDFs can be forwarded separately the same way full page ROP ad pages can be forwarded separately, but the Live e-Edition display will be different.

Combining Cutout Asset Segments. After a page has been finalized via BLOX Total CMS → Output within Adobe InDesign, each Cutout Asset frame will each have a unique file reference. If you want to combine these into a larger single Cutout Asset, you can select the frames and select one of the displayed file references from the menu at BLOX Total CMS → File References →    You might do this on a complicated graphic to combine all the parts into a single Cutout Asset.

Editorial Cartoons. Sites should decide if they want titles and captions to appear with editorial cartoons. If not, editorial cartoons are best left out of BLOX Total CMS and imported onto the page via File → Place so that they are displayed as a Cutout Asset.

Inline Assets. Child assets placed inline in the browser interface of BLOX Total CMS will be displayed inline within the River of News. However, inline assets will be trimmed and hidden from view within Adobe InDesign as is the normal case.

Letters to the Editor: Best Practice would be to place each letter into its own frame. Do not use Merge. Make sure that the write-back from Adobe InDesign preserves or restores the best HTML presentation of the letter. Best Practice is also to post letters to the editor to the hosted BLOX website as soon as they have been approved and edited, and not wait for them to appear in print.  See also: Merging

Merging. Merging in Adobe InDesign generally removes the merged asset from the River of News and turns it into a Cutout Asset. To place the merged content in the River of News, the merged content needs to become an Article Asset within Adobe InDesign. For those sites not using Adobe InCopy for editing, users can choose BLOX Total CMS → Create new Article… Note, sites using Adobe InCopy might be using ‘Create Assignment’ during the time the first asset is placed. If that is the case their Live e-Edition view will likely only see the first asset placed as merged assets don’t typically write back from the page. Best Practice would be to use Create new Article…

See also: Briefs, Letters to the Editor, and Sports Agate.

Minimum Cutout Asset Sizes. There are site defined minimums for Cutout Assets. Every frame holding any type of content will generate a Cutout Asset if its width, height, and total area exceed the site defined minimums. There are no minimum sizes for segmented assets including e-Edition Sourced Article Assets.

Number Lists. Numbered lists are displayed in the River of News.

PDFs from other Sources. PDFs can be forwarded to Live e-Editions from a source other than Page Tracker, but a PDF must first be sent to Page Tracker from BLOX Total CMS’s Output function to generate the Segmenting. In addition, the dimensions of the forwarded PDFs must match the size and cropping of the PDF sent to Page Tracker or the segments will not align. 

Reduce Oversize Frames. Do not leave an oversize frame on the page. The Live e-Edition segments are based upon the size of the frames in Adobe InDesign. The current versions of Adobe InDesign have a simple keyboard shortcut as well as a Control icon for collapsing the frame to the content.

Related Content.  Related Content boxes / fact boxes / info boxes will be displayed in the River of News below the Article Asset and above the Image associated with the Article Asset.

Reusing Pages. If you need to send a page to secondary Live e-Edition products, there is at this time no simple process to do so. A feature is planned for BLOX Total CMS for Adobe InDesign version 5.14.x to make this an easy process. Currently you will need to output the first page, check in all the assets, use BLOX Total CMS → Documents → Save As… and save the page with the naming convention for the secondary publication. Then you would output the secondary publication.

Releasing Assets. Any asset that is released to the page via the Asset workspace’s Auto Release or the option at BLOX Total CMS → Release Selected Asset will be presented as Cutout Asset in Live e-Edition.

Sports Agate: There are four different display methods. Be consistent. All agate items should be produced on the Adobe InDesign page in the manner that you want the items to be displayed in Live e-Editions.

See also: Merging

Asset Types

e-Edition Sourced Article Asset. As with the Cutout Asset below, all agate is merged into a single frame. At some point in the page’s production, a new article asset is created from the page and assigned a workflow that sets “Do Not Publish.” The Pages workflow is a common choice. In Live e-Edition from the print view, users would see a stream of the Agate using a whitespace character to indicate the tab characters. From a usability standpoint, this is considered Best Practice.

Cutout Asset. In this fashion, the agate would be brought onto a single frame by using the Adobe InDesign Asset workspace with the ‘Merge’ option checked. No asset would be created from the page. In Live e-Edition, users would see a zoomed-in view of the PDF when clicking on the area where the sports agate is placed. This would be the normal workflow for the majority of BLOX Total CMS sites.

Original Asset. In this case, the ruleset processing agate must NOT be set to write-back from Adobe InDesign. And each agate item must be placed into its own frame. Merging is not an option. At column breaks, the segment would cover the entirety of each column. Because of stacking ordering rules with Live e-Edition, the ordering of the agate assets in the River of News will not match the page presentation. In Live e-Edition, users would be able to click where each agate is placed and see the original agate item with its column breaks typically indicated with semicolons.

Asset exported from Adobe InDesign. In this case, the ruleset processing agate would be set to write-back from the page. The agate items would NOT be merged, however. Each agate item would be placed into its own frame. In Live e-Edition, users would see the Agate using a whitespace character to indicate the tab characters from the print view. At column breaks, the segment would cover the entirety of each column. Because of stacking ordering rules with Live e-Edition, the ordering of the agate assets in the River of News will not match the page presentation.

FAQ's

There are assets on our website that shouldn’t be there. In the asset revisions, it shows that the Site Tag was added by “PageTracker” – why?

  • For the River of News, the asset content has to exist to display. PageTracker adds the Site Tag as part of the process regardless of the asset’s workflow (such as “print only”), Start Date/Time or state of Do Not Publish.
  • However, if an asset is marked “Do Not Publish” at the time of Segmenting, that asset on-line will become a Source Application type of “e-Edition.” The hosted site can block that application source type from appearing on the website.

How come some of the article segments show up as “Cutouts” and not the full article?

  • If the article asset on the page is not linked (may have been released on the page or automatically released on placement), there is no asset information to segment. The text frame will become a ‘Cutout’ segment instead.

How do we get Merged Assets to show in the River of News and not as Cutouts?

  • To place the Merged content in the River of News, the merged content needs to become an Article Asset within Adobe InDesign. For those sites not using Adobe InCopy for editing, users can choose BLOX Total CMS → Create new Article. (Note, sites using Adobe InCopy might be using ‘Create Assignment’ during the time the first asset is placed. If that is the case their Live e-Edition view will likely only see the first asset placed as merged assets don’t typically write back from the page.) Best Practice would be to use Create New Article from the BLOX Total CMS menu in Adobe InDesign.

There are frames on the page that aren’t assets but still aren’t showing up as a cutout segments in the River of News.

  • There are settings to determine the minimum width/depth of Adobe InDesign frames required to be included as cutouts. Those settings can be modified in the eEditionCutoutPreferences.xml found in the eEditionCutoutPreferences folder (located in the same BLOX Total CMS_indesign folder or subfolder as the output preferences).
  • Frames without content (text for text frames, images for graphics frames) will be skipped regardless of size.

We have pages that aren’t included in BLOX Total CMS; how do we Manually Upload those?

  • You can still manually upload PDF's to the hosted site’s ftp folder but the naming convention for those pages must conform to YYYY-MM-DD_section_PageInfo.
  • This is also required to manually upload a .PDF to an existing hosted E-Edition.

How long does it take for PageTracker PDF's to show up in the hosted E-Edtion?

  • BLOX Total CMS almost immediately creates and uploads the pdf and segment files on final output. There could be some delay in the completion of the upload due to network traffic, but generally, it’s a matter of minutes. The hosted e-edition job runs every 15 minutes and will process all the files found in the e-edition ftp folder.

We output our Comics page through BLOX Total CMS, but the comics page is created outside of BLOX Total CMS and the full page PDF is placed on the BLOX Total CMS page. The Cutout is for the entire page; can we get Cutout Segmenting without having to manually modify the e-Edition Segments?

  • In BLOX Total CMS, build a full-page snippet for the comics page comprised of text frames that overlay the strips. Set the text frame for no fill, type in some text (since empty frames won’t generate a cutout) and set the Swatch of the text to “None” as well. Place that snippet over the page before final output and the cutouts will be created.

Why doesn’t the River of News content match the print version of the stories (such as print version of headlines and subheadlines)?

  • The River of News content is the hosted asset and shows what is in the fields of that asset, such as the asset’s Title, Body Copy, etc.

Some of the pages sent to e-Edition did not show up; how can I resend those pages?

  • Prior to Appliance build 2.15.0 (beta released 02/07/2017), the only option is to open the document/page(s) in Adobe InDesign and choose the Output option that should be named something like ‘PageTracker – Final’. This will create/send the pdf/segment info file. After 2.15.0, there is an option in PageTracker / Page View to “Send segments”. That icon will only be active if the document/page(s) had been correctly output initially.

Glossary of Terms

Cutout Assets. Cutout Assets are not displayed in the River of News in Live e-Edition but they are a clickable segment in the page view. Once clicked, the display will zoom to that area.

e-Edition Sourced Article Assets. Article Assets that should not appear on the hosted website but should appear in the River of News should become an e-Edition Sourced Article Asset. This happens automatically to all Articles Assets that have Do Not Publish enabled several minutes after the segments are sent to Live e-Edition.

Non-displayed Items

Regardless of what happens on the Adobe InDesign page, the following are not yet displayed in the River of News in Live e-Editions except when the page area is displayed as a Cutout Asset.

  • Taglines. Taglines are not yet displayed in the River of News.

Live e-Edition Features

  • Brief Tutorial - Since BLOX e-Editions have been redesigned, a Tutorial window appears when a User accesses the e-Edition.  It helps them navigate around what's new or different portions of the e-Edition interface.  They can also Skip the Tutorial.
  • Navigation - New e-Edition interface provides greater, more visible, navigation controls.  Navigate left or right, click on Pages at the bottom to view all pages in the e-Edition, and a collapsable Hamburger Menu in the upper left corner.
  • Page Loading - Performance improvements have been built into the re-architecture of the e-Edition software that increase page loading performance and speed.
  • Social Media Sharing - This has been integrated into BLOX e-Editions.  The Social Media Sharing icons appear on all Article Assets.
  • Child Assets - These are supported on all Article Segments of the e-Edition.
  • Linking Assets - This is support to allow all assets to be linked directly to Segments.