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CLIENT: Houghton International

DOCUMENT: Drupal CMS Guide - CONTENT EDITOR 1

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Drupal CMS Guide - Content Editor

1. User Role & Capabilities 2. Log In 3. Primary Navigation Menu Bar 4. Adding Content

a. Events b. News c. Product Detail d. Resources

5. Editing Content 6. Editor & Manager Roles 7. Glossary of Terms

1. USER ROLE & CAPABILITIES

User Type Capabilities

Content Editor ● View ALL content (within the language permission given to you) ● Edit existing content ● Publishing / Making content live will require Content Manager’s

approval

2. LOG IN

1. To Log In, visit the desired URL below:

Training: https://training-houghton-intl.pantheonsite.io/user

Live: http://www.houghtonintl.com/user

http://www.houghtonintl.com/user





2. Enter in your username and password to log in:





3. PRIMARY NAVIGATION MENU BAR

Once you are logged into Drupal, you will have access to Drupal’s primary navigation. These

elements will allow you to edit the back-end of the website.

From the left, your options are:

Menu Function

House Icon -

This is your home button and will always take you to the Homepage

of the front-end of the site.

My Workbench This section allows you to control the content workflow

Dashboard This will overlay your Drupal dashboard over whatever page you were looking at. Rarely used as much as the primary navigation, this gives you a snapshot on what’s been recently updated or added.

Content Your access to add, edit, or remove content

To add items to the shortcut bar, select “Edit Shortcuts” on the far right of the gray menu

(image below). From here you can add, remove, and rearrange items on the gray menu:









4 A. ADDING CONTENT - EVENTS

Events can be country or region specific or global. The current functionality of Drupal CMS for

Houghton requires Events to be setup once by an EDITOR, and then the MANAGER has the ability

to ‘clone’ the news article across countries and/or globally.

The process to add an Events for a specific country is as follows:

1. To begin, Select ‘Content’ tab in the primary navigation (Image below)

2. Select ‘Add Content’ on the short cut menu bar (Image below)

3. Select ‘Event’ under Add Content Directory (Image below)





4. Newly created content is added to CMS in draft mode. The following fields should be

completed to add an EVENT:

a. Event Name - This content will appear on the News Article Banner page

b. Language - The Language selected here will represent which country site the

Event will appear under. Do not select ‘Language – Neutral’

c. Suggested Translation - At this time, Events are not sent out to Transperfect for

translations. If language specific Events are needed, just upload the translated

content directly to the site. Therefore the ‘Suggested Translation’ field should be

set for ‘None’

d. Event Date

i. If the event spans across multiple dates, select ‘Show End Date’

ii. Enter Month / Day / Year for start of event

iii. Enter Month / Day / Year for end of event

e. HERO – This should be left blank

f. EVENT LOCATION - This should represent where the Event will take place

g. REGION – This option should be left blank for the immediate future

h. EVENT DETAIL – This should include details such as Event Booth #

i. Before entering any content into the Event Detail box, you must disable

rich-text to ensure that no formatting or styles are carried over from your

original text.

ii. Enter Event Details content into content box

iii. Re-enable rich-text when complete

iv. Set Text Format to Full HTML

i. Website - Enter Title and URL for Website associated with Event





j. Click Save

k. A view of the Event draft should appear – Review to ensure all looks good

l. Click on ‘Edit Draft’ so that you can assign a Manager to review the content

m. Scroll down to Revision Information –

i. Click on Publishing Options change Moderation State from ‘Draft’ to

‘Needs Review’

ii. Click on Content Manager and select appropriate manager

iii. Save

n. Note: IF multiple locations [countries] require this EVENT, you can clone the

content by using the ‘clone’ button

The following 2 items must be updated when cloning Event Content:

o Resource Title

o Language





4 B. ADDING CONTENT - NEWS

News Articles can be country or region specific or global. The current functionality of Drupal CMS

for Houghton requires News Articles to be setup once by an EDITOR, and then the MANAGER has

the ability to ‘clone’ the news article across countries and/or globally.

The process to add a News Article for a specific country is as follows:



3. Select ‘News’ under Add Content Directory (Image below)






completed to add a News Article:

a. Title - This content will appear on the News Article Banner page

b. Language - The Language selected here will represent which country site the

News Article will appear on

c. Suggested Translation - At this time, News Article are not sent out to

Transperfect for translations. If language specific News Articles are needed, just

upload the translated content directly to the site. Therefore the ‘Suggested

Translation’ field should be set for ‘None’

d. HERO – This should be left blank

e. News Lead – This should be left blank

f. News Location - This should represent where the News Article pertains to, such

as: VALLEY FORGE, PA

g. News Content Type – Select ‘Open Content’

h. Click ‘Add News Content’ button

i. Before entering any content into the Open Content box, you must disable

rich-text to ensure that no formatting or styles are carried over from your

original text.

ii. Enter News Article content into content box

iii. Note: Be sure to address any paragraph formatting if using copy/paste

iv. Re-enable rich-text when complete


DOCUMENT: Drupal CMS Guide - CONTENT EDITOR

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v. Set Text Format to Full HTML

vi. Note: The boilerplate ‘About Houghton and headquarter address’ do not

need to be added for each news items, they will automatically be added

to all news items.

i. Authoring Information – Click on the Authoring Information option and type

user-id for Houghton personnel whose name should be associated with the

News Article and enter date for the News Article

i. * If Author of News Article is not a Drupal CMS user, please contact

admin.

j. Click ‘Save’

k. A view of the News Article draft should appear – Review to ensure all looks good

l. Click on ‘Edit Draft’ so that you can assign a Manager to review the content

m. Scroll down to Publishing Options –

i. Click on Publishing Options change Moderation State from ‘Draft’ to

‘Needs Review’


iii. Save

n. Note: IF multiple locations [countries] require this NEWS Article, you can clone

the content by using the ‘clone’ button



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The following 3 items must be updated when cloning New Content:

o Title / Language / Authorizing [if necessary]

4 C. ADD CONTENT - PRODUCT DETAIL

There are many elements that need to be included for Product Details. The required elements

are marked with a red asterisk.

1. Restrictive Languages – The languages selected here should be ‘ALL’

2. Product Name - Include the product’s name.

a. If there are superscripted characters included in the product title, you will need

to use HTML to indicate this. For example DASCOOL would be:

DASCOOL<sup>®</sup> 2003

3. Language – The language selected here will represent which country site the product

will appear under

4. Suggested Translations – Suggested Translation field should be set to ‘None’

5. CTA Description – This field should be left blank at this time

6. CTA Button Text - This field should be left blank at this time

7. APPLICATIONS AND INDUSTRY

a. Select the Product Primary Application - Please use the drop down to choose

only one Primary Application for the intended application.

b. Then choose the sub-applications by checking the appropriate boxes under the

Primary Product Applications (multiple items can be checked).

i. Items listed with single dash [-] are primary application

ii. Items listed with double dash [--] are sub-applications



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c. Select the Product Chemical Composition Tags. This systems allows user to filter

by Chemical Composition.

d. Select the Product Industry. Please choose all that apply.

8. To choose a Data Sheet click Browse.

a. You can then browse by uploading a new Data Sheet from your computer or by

searching the Drupal Library for previously uploaded items. (Note: .PDF files are

the only types of files accepted as a Data Sheet in the system)

b. Once the file is selected, select UPLOAD

c. Select NEXT

9. PRODUCT RESOURCES -



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Note: Resources must be added and published before they can be added to a

product detail page.

a. Start typing in the Resource Title, and the available resource should auto-

populate

b. To add additional resources, click on the “Add Another item” button to add

more.

10. Select the Product Related Applications. This selection will generate the “You Might

Also Be Interested In…” section of the detail page.

a. Based on the primary application for the product being setup, select the 3

related applications based on the below matrix:

Primary Application Related Application I Related Application II Related Application III

Cleaning Metal Protection Metal Removal Heat Treatment

Forging Cleaning Metal Removal Heat Treatment

Heat Treatment Cleaning Metal Protection Metal Removal

Metal & Surface Finishing Cleaning Specialty Hydraulic Fluids Metal Forming

Metal Forming Cleaning Metal Protection Specialty Hydraulic Fluids

Metal Protection Cleaning Metal Removal Metal Forming

Metal Removal Cleaning Metal Protection Specialty Hydraulic Fluids

Non-Ferrous Metal Forming Metal & Surface Finishing Specialty Hydraulic Fluids

Specialty Hydraulic Fluids Metal Removal Metal Forming Steel Mill

Steel Mill Specialty Hydraulic Fluids Cleaning Metal Protection



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11. HERO Section

a. Select a Product Icon

b. Hero Title – leave blank

12. PRODUCT CONTENT Section

a. Product Description - Before entering any content into the Product Description

box, you must disable rich-text to ensure that no formatting or styles are carried

over from your original text.

i. Enter Product Description - Should be the DESCRIPTION content found

on PDS for product

ii. Note: Be sure to address any paragraph formatting if using copy/paste





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b. Product Feature & Benefits - Before entering any content into the Product

Feature & Benefits box, you must disable rich-text to ensure that no formatting

or styles are carried over from your original text.

i. Enter Product Feature & Benefits – Should be the FEATURES & BENEFITS

content found on the PDS for the product

ii. Note: Be sure to address any paragraph formatting if using copy/paste



c. Add Product Approvals if applicable

d. If Product is a member of a Product Series, select Product Series from the

dropdown.

13. Click Save

a. A view of the Product Detail page should appear – Review to ensure all looks

good

14. Click on ‘Edit Draft’ so that you can assign a Manager to review the content

15. Scroll down to Publishing Options –

a. Click on Publishing Options change Moderation State from ‘Draft’ to ‘Needs

Review’

b. Click on Content Manager and select appropriate manager

c. Save



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4 D. ADDING CONTENT – RESOURCES

Resources can include [but not limited to] case studies and technical papers. The process to add

a RESOURCE to the Drupal CMS is as follows:



3. Select ‘Resources’ under Add Content Directory (Image below)



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completed to add a RESOURCE:

a. Resource Title – This is the content that will appear at top of Resource page

a. If there are superscripted characters included in the Resource title, you will

need to use HTML to indicate this. For example DASCOOL would be:

DASCOOL<sup>®</sup> 2003

b. Note: If adding a case study, use the leading title of the case study for

resource title

b. Language - The Language selected here should be ‘Language neutral’

c. Suggested Translation the ‘Suggested Translation’ field should be set for ‘None’.

Resources that have already been translated to the needed language, can by

uploaded.

d. Resource File – Select the Browse button to add a new resource

i. Select Browse button to update PDF [only] files

ii. You can then browse by uploading a new Resource File from your computer

or by searching the Drupal Library for previously uploaded items. (Note: .PDF

files are the only types of files accepted as a Data Sheet in the system)

iii. Once the file is selected, select UPLOAD

iv. Select NEXT

e. Body - The purpose of this section is to allow the user to copy and paste in the

content on the PDF file to help with SEO efforts. This section should be left blank for

the immediate future.

f. Click ‘Save’

g. A view of the Resource should appear – Review to ensure all looks good

h. Click on ‘Edit Draft’ so that you can assign a Manager to review the content

i. Scroll down to Publishing Options –

i. Click on Publishing Options change Moderation State from ‘Draft’ to ‘Needs

Review’



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iii. Save

j. Note: IF multiple locations [countries] require this RESOURCE, you can clone the

content by using the ‘clone’ button

The following 3 items must be updated when cloning New Content:

o Resource Name

o Language



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5 A. EDIT CONTENT

This process is universal across the site when editing content. To begin:

1. Click on the Content tab in the primary navigation (Image below)

2. Click on the Find Content in the short cut menu bar (Image below)

The content dashboard that shows up allows you to do several things:

Option Function

Filter

Allows you to look for content based on the following criteria:

a. Status - This is the status of the content. Options included published and unpublished.

b. Type - Allows you to search for content based on the type. Options include News, Events, Product Detail and more.

c. Language - Filter by the language you would like to see content for.

Search by Title

This function allows you to search for content based on the title of the page, event or product.

3. Filter the content type from the TYPE dropdown list

4. Select ‘Filter’ button

5. Search for content by entering the content title [or a portion of it]



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6. Note: Content may appear multiple times, this is likely due to separate versions per

language/country. Be sure to take note of language column when selecting content for

editing.

7. Select the edit operation for the content you wish to edit

8. By default, you will be placed into a ‘New Draft’ of that live content.

9. Make your edits within the page

10. Once you are completed, scroll down to the very bottom of the page to “Revision

Information”.

11. Select “Needs Review” under the Moderation State dropdown menu.



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12. Selecting “Needs Review” from the dropdown menu should prompt a “Content

Manager” box. Select the Content Manager you wish to review your draft and hit

“Save”. This should send the selected Content Manager an email, notifying them to

review.





6 A. EDITOR AND MANAGER ROLES & RESPONSIBILITIES

REGION EDITOR - PRIMARY EDITOR - SECONDARY MANAGER - PRIMARY MANAGER - SECONDARY

North America Elizabeth Castleman Mike Sabol Dianne Carmody Erin Neely

South America Andrea Tatiana Adriana Mantelatto Adriana Mantelatto Sergio Miura

EMEA Anna Garreta Simon Arnold Heiko Barth Mervyn Chung-Fat

North Asia Shen Qi-Summer Yuji Itano Sun Lei-Sherry BC Koh

South Asia Dinesh Patil Thananan Jindakitskulchai Angeline Tay Dinesh Patil

Global Nicole Yates Nancy Wolfe Kym Johnson Laura Pierce

CONTENT Global Erin Neely Mervyn Chung-Fat Joshua Wagner Dianne Carmody

North America Lina Garcia Mike Sabol Erin Neely Dianne Carmody


EMEA Roy Taylor Christophe Huber Mervyn Chung-Fat Heiko Barth


South Asia Thananan Jindakitskulchai Dinesh Patil Dinesh Patil Melvin Gay

North America Lina Garcia Mike Sabol Erin Neely Dianne Carmody


EMEA Heiko Barth Franck Burtin Kevin Proudlock Heiko Barth


South Asia Dinesh Patil Thananan Jindakitskulchai Angeline Tay Dinesh Patil

NEWS AND EVENTS

PRODUCT

RESOURCES





7 – GLOSSARY AND TERMS

Term Definition

CMS Content Management System (CMS), in the context of a website, serves as a collection of tools that allow the creation, modification, organization, search, retrieval and removal of information.

Content The text, images, and other information on a web site. A single web site could contain many types of content, such as news items, product detail, industry detail, locations, resources and images.

Node A piece of content in Drupal, typically corresponding to a single page on the site that has a title, an optional body, and perhaps additional fields.

Moderation State

A state through which a node passes in order to become published.

Content Types Definition

Event Events could represents marketing events such as trade shows and exhibits; or new office locations for Houghton.

News Houghton news could include acquisitions, awards, new product launches, Executive leadership updates, and industry partnerships

Resource Resources can include PDS [Product Data Sheet], case studies, marketing brochures, white papers and articles, product brochures or manuals, technical tips, published papers, GHS product label samples, etc.

Product Detail A Product Detail Page will contain details about Houghton’s products, including product name, product description and features & benefits, primary application, sub-applications, and chemical compositions.

Moderation States

Definition

Draft The state of a node that is not viewable by visitors to the website. Content that is ‘work in progress’

Needs Review The state of a node that is not viewable by visitors to the website. The content is ready for moderation.

Published The state of a node that can be viewed by visitors to the website

Moderations FROM: TO:

Submit for Review DRAFT NEEDS REVIEW

Publish NEEDS REVIEW PUBLISHED

Reject NEEDS REVIEW DRAFT

Publish DRAFT PUBLISHED