Definition of Terms
Cascade
- the official content management system of the university
Site
- a portion of CMS content within Cascade
- having distinct users, permissions, content and system resources
- usually publishing to a separate sub-domain (e.g., site.wm.edu or www.vims.edu)
- exception: A&S publishes to a sub-folder (www.wm.edu/as)
Manager
- an individual with extraordinary permissions within a Cascade Site
- responsible for managing content, users and system resources for this Site, as discussed below
UW&D
- the University Web & Design team within University Communications
- responsible for maintaining Cascade and the Features available to all Sites, and supporting Site Managers
- primary contact: [[creative]]
website
- a folder within a Cascade Site that houses content for a department, office, program or center
website editor
- an individual user responsible for maintaining a website's content
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Selecting, Training and Supporting Site Managers
Manager
- SHALL be appointed by the respective Dean or Vice President governing the Site
- SHALL utilize the Cascade Help website, including the Manager's section
- MAY contact UW&D for assistance when the Cascade Help website is unclear
UW&D
- SHALL provide training for new Site Managers
- SHALL maintain the Cascade Help website, including the Manager's section
- SHALL respond to specific questions from Site Managers
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Content Governance
Manager
- SHALL enforce best-practice accessibility standards
- MAY implement/resolve each issue personally
- or MAY refer an issue to the respective website editor
- and SHALL followup to verify it was implemented/resolved
- SHALL enforce content standards
- including:
- decisions & policies of the university
- decisions & policies of the respective Dean or Vice President
- MAY implement/resolve each issue personally
- or MAY refer an issue to the respective website editor
- and SHALL followup to verify it was implemented/resolved
UW&D
- MAY enforce best-practice accessibility standards within any Site
- if discovered, Site-level issues SHALL be referred to the respective Site Manager for remediation
- MAY enforce university content standards within any Site
- if discovered, Site-level issues SHALL be referred to the respective Site Manager for remediation
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User Support
Manager
- SHALL serve as the first point-of-contact in support of website editors within the Site
- SHALL utilize the Cascade Help website, including the Manager's section, to resolve support issues
- MAY escalate support questions and concerns to UW&D
UW&D
- SHALL provide support to the Site Manager
- SHALL, after escalation by the Site Manager, provide support to website editors with questions or concerns
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User Training
Manager
- SHALL validate requests for new website editors & determines permissions
- MAY provide training to new website editors
- or MAY refer them to participate in Cascade Basic Training hosted by UW&D
- SHALL provide training to website editors utilizing Features beyond those covered in Cascade Basic Training
UW&D
- SHALL provide Cascade Basic Training for new website editors
- details
- training SHALL be scheduled regularly (at least monthly)
- and SHALL cover basic folder, page and asset types common to all Sites and used by most websites
- available to website editors
- for websites within the main W&M Site
- or websites within other Sites, with permission of the respective Site Manager
- MAY provide special- or advanced-topic training when there is sufficient interest and available personnel
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Design and Implementation of Templates and Features
Manager
- SHALL recommend relevant Features to their website editors
- SHALL assign permissions and provide training for website editors for these Features
- MAY customize Templates and Features, as skill and comfort level allows
UW&D
- SHALL provide & maintain one primary Template for each Site
- SHALL provide & maintain one Homepage Template for each Site
- SHALL provide & maintain website Features common to all Sites
- e.g., specific types of pages, rows and right-column elements
- SHALL provide training to Site Managers as new Features are added
- SHALL maintain the Cascade Help website, including the Manager's section, to include Features common to all Sites
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Management of Rows and Features
Manager
- SHALL assign website editors access to the appropriate Row & Feature groups: "site__{feature}"
- SHALL train website editors to create and maintain the Features used by their respective websites
- MAY create new groups and assign appropriate properties to govern additional Features: "site__{feature}"
- or MAY provide UW&D the details needed to create and assign properties to Feature groups
UW&D
- SHALL create groups and assign appropriate properties to govern each Feature common to all Sites
- this does not include assigning website editors to each group
- SHALL, upon request, assist a Site Manager in creating groups and assigning appropriate properties to govern additional Features not common to all Sites
- this does not include assigning website editors to each group
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Working with a Vendor
Manager
- SHALL handle all interaction with the vendor
- SHALL request necessary embed code from vendor
- SHALL require all embed code be accessible and mobile-friendly
- MAY implement embed code
- or MAY provide embed code to UW&D for implementation
- SHALL require all embed code operate within the Site's Privacy and Security Statement
- SHALL validate functionality w/ vendor after code is implemented
- SHALL submit a page containing the implemented embed code for design branding review
UW&D
- MAY insert required embed code into a Block or Region within a Cascade Site
- as provided by the Site Manager
- and turned over to the Site Manager for functional validation with the vendor
- MAY validate the embed is accessible & mobile-friendly, complies with the Site's Privacy & Security Statement, and/or meets design branding guidelines
- if discovered, Site-level issues SHALL be referred to the respective Site Manager for remediation
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Google Analytics
Manager
- SHALL maintain an account with GA admin permission
- exception: GA data for A&S is within the W&M main GA account
- SHALL handle internal requests for data/reporting
- MAY maintain embed code for GA within Site Template
- or MAY provide GA identifier to UW&D for embedding
UW&D
- SHALL, upon request/consent of the Site Manager, maintain embed code for GA within Site Template
- requires Site Manager to provide the appropriate GA identifier
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