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General tips

Some basic tips on how to edit pages, blocks and other settings.

Dashboard login

/wp-admin (click Login using Edge Hill University SSO). Log in before clicking any of the links below as they won’t work otherwise!

Pages

Add new page

Standard webpages can be added via Pages > Add New.

Parent page

The new page URL should ideally match the equivalent page on the current site to avoid broken links and redirects. However, this won’t always be possible, as we may want to reorganise some content and/or use new templates that result in changes to the visible URL. However, the Parent Page can be set under Page Attributes in the Page tab of the Setting sidebar on the right-hand side – and should be in most instances to preserve how content is organised.

Section menu

Sections that previously been separate websites will need their own section menus. These will appear below the header and above the breadcrumb bar on desktop:

Section navigation menu

There will be two customisable menus for each section – one for navigation menus (the hamburger “In this section ≡” menu) and another, optional menu or quick links (Undergraduate, Postgraduate etc). These can be edited manually in Navigation > Menus. Follow the naming conventions, “<site-name> section” and “<site-name> quick links”, respectively eg “Biology section” and “Biology quick links”.

To attribute a pair of section menus to a homepage, scroll below the block editor section to find the Page Menu area. Click the “Is Section” checkbox and select the relevant “Section” and “Quick Links” menus from the drop-down menus:

Page Menu information

Any child pages will inherit the menus of their parent section, so it’s important to set the Parent page correctly.

Section and Quick Links menus can be defined in Appearance > Menus on the main dashboard.

Useful editor buttons

List-view button (menu)

The List view button can be useful for navigating block content on your page, particularly if you’re using block patterns with a combination of different, nested blocks. Sometimes it can be very useful to isolate and select a specific block. You can also drag and drop blocks to rearrange them.

Settings button

The block/page settings sidebar is often hidden by default. Click the cog icon on the top-right to display it. Standard page settings are accessible from the Page tab, and block-specific controls can be accessed on the Block tab (when you’ve clicked and selected a given block – again, using the List view can be useful to isolate a specific block).

In-page navigation menu

The in-page navigation menu appears on most pages and indexes all Heading 2s that appear on the page. Be sure to use properly organised and nested heading styles to make sure that this works correctly.

Blocks overview

Block editor basics (video)

WordPress Gutenberg Tutorial: How to easily work with the block editor (video)

Adding a block

Access Blocks by clicking the + icon at the top-left corner of the screen. You can also more quickly add a specific block by typing “/” on a new blank line and then the name of the block.

The Paragraph block is the default, so you can paste in some standard text and it will be added as a series of Paragraph blocks.

Block patterns

Some blocks are formatted using a combination of the Column block and a specific content block. In these instances, we have created a block pattern, so that you can quickly add the layout without having to create it manually.

These can be accessed by clicking the + icon at the top-left corner of the screen and then the “Patterns” tab. Maurice can add additional block patterns if we need them.

Block styles, variants and options

Some blocks have alternate styles to control their formatting as they can be used for different purposes.

Groups of blocks

You can also group several blocks together, so that you can move and rearrange them more easily. Shift-select several blocks in the editor, click the three dots icon on the toolbar and select “Group”. You can then drag and drop the group in the List view sidebar.

Images

Transferring current images

Images can be grabbed from the current site: Right-click, Open image in new tab > Right-click, Save image as…

Be sure to remove the resolution information from the filename if it’s in the URL and reload the page before saving. For example: https://www.edgehill.ac.uk/study/files/2019/04/Study-With-Us-2-1024×439.jpg, delete the underlined and bolded text and reload the image.

Alt text

To extract the existing image alt text: Right-click, Inspect, find alt=”text”, double-click text and copy. Paste when you upload the image into the new website’s media library. All images need alt text, unless they’re purely decorative.

Accepted resolutions

Images should be 16:9 aspect ratio or (in some instances) 3:2. Accepted resolutions include:

Aspect ratioDimensions
16:91920 x 1080px
3:21920 x 1280px OR 1500 x 1000px (often used on Study site)
1:11080 x 1080px (only for staff or student profile photos*)
* TBC

Taxonomies

We’ve set up several taxonomies to describe the content of standard pages. These should be populated as well as possible and can be edited under Page Attributes in the Page tab of the Settings sidebar on the right-hand side.

TaxonomyDescription
AudienceMain audience/s for this content. Several can be selected if necessary. If there’s no specific audience (and there’s nothing relevant in old site audit document), select “No specific audience” so that this can be revisited in the future.
TopicTypically campaigns, large events or themes that will be common to several content types. Might not be relevant to standard pages. Research themes are also available here.
Content TypeThe basic function of the page eg homepage, glossary, image gallery. You can select several Content Types, but it’s probably best to limit these to three max.
Category (TBC)If the content isn’t about a department or topic, it may be associated with a category eg study.
Related DepartmentAcademic or non-academic department associated with this content (if applicable).
Related SubjectAcademic subject associated with this content (if applicable).

Rewriting content

Redirects

If pages are moved, it’s likely that existing Yourls short URLs will break. If you’re aware that a short URL exists for the page that you’re editing and moving, make a note in your content transfer spreadsheet. Otherwise these short URLs can be checked and edited retrospectively once the new site goes live.

Existing WordPress site redirects may need to be transferred to the new site as well eg those on the Courses site for moved/renamed courses. Again, check if your site has a lot of redirects when you’re transferring the content and make a note in your content transfer spreadsheet so that we can revisit it once the new site goes live.

SEO

Pages can be optimised for SEO using the Yoast plugin. More information will hopefully be provided by SEO Works as part of the training that we’ve asked for, so that we understand how to approach this as a process.

Documents

  1. If the document is suitable, save the document to your desktop. Change the filename if required to the format, “name-of-document.pdf”.
  2. Visit /wp-admin/post-new.php?post_type=document to add a new Document entry.
  3. Give the Document entry a suitable title (sentence case) and brief, plain English description beneath.
  4. Attach the document by clicking the “Add Attachment” button. 
  5. Give the document a “Title” (often the same as above) and click the “Add File” button.
  6. Click the “Select Files” button or drag and drop the document from your desktop/folder.
  7. Give the document file itself a suitable “Title” and “Description” (probably the same as those on the page).
  8. Click the “Select” button at the bottom right corner to add the document to the Document entry.
  9. In the Document tab of the Settings sidebar on the right-hand side, update the relevant taxonomies (Topics, Related Department and Related Subjects) as necessary. 
  10. You can also add a “Featured Image” for the document, if required.
  11. If there are several documents on the webpage that could be part of a collection of resources or similar, you can also create a collection and associate multiple document entries with that collection. Ask a member of the team for assistance if you think this might be the case.
  12. “Preview” your document to check that you’re happy with how it looks and click the “Publish” button at the top-right corner to publish your document.
  13. The sidebar will update and provide you with the document link. Press the copy button to copy this URL. 
  14. Return to your webpage and use this URL in place of the existing document link.