Article Creation

TODO: review these notes

Note: This document assumes the work for the Article Module Setup has been completed. That the workflow is configured and the article list and article detail pages have been created.

Creating an article on the website is relatively straight-forward. Depending on the workflow of article creation under the Articles module, there may be one or multiple users in the process of creating the article.

Create an article

It should be determined what type of "article" is going to be created. Depending on the application, there are multiple possible articles to create. Look under the field "Article type" to review the types of articles that can be created. Some examples:

Article: a text written on a topic, and is not time sensitive.

News: a text written about a recent event, and is time sensitive.

Blog: a text giving an opinion or information on a topic.

Create an Article

1. Expand the Articles module 
2. Click on "Manage articles"
3. Click on "Add article" button
4. Fill out at least the required fields:
   • Title: the title of the article
   • Slug (auto fills as title is created)
   • Body: main text content of the article
   • Language: automatically filled out.
   • Recommended additional fields, depending on needs:
   • Abstract: short text used to attract visitor to read the article (and for SEO metadata )
   • Featured Image: a nice 16x9 image to attract interest
   • Organizations: add any organizations mentioned in the article or to which the article pertains
   • Categories: add a category to the article if you would like to be able to filter by categories.
   • Note: the article and website language must match, otherwise the article will not appear on the website.
5. Once the fields are filled out. The article can be saved as a Draft, Created or Published using the buttons at the bottom of the article.

Publish an Article

1. Once the new article is created, it can be published to any website on the entity, that has an article detail page.
2. At the bottom of the article, click on the Publish button,to publish the article.
   • If the article is ready, and the button is not activated, make a small change and then revert the change to activate the button. This bug should hopefully be resolved in the future.
3. Set the checkmark next to the website name, where you would like to publish.
4. Expand the Website block by clicking on it:
   1. Dates: Set the dates for publishing. Future dates mean that the article will not appear until that date and time is reached. If you are importing older articles, you may need to backdate this field.
   2. Flags: These are listed when the website is expanded. Select only those flags needed.
5. Canonical site page: Select the website and page for this field. This shows the owner of the article, in case the article appears on more than one website. Set even if only published to one website under Web Engine.
6. Canonical URL: If the article is reprinted from another entity, add the URL for where the article originally appeared, so that ownership can be determined.
   1. This field doesn't need to be filled if the Canonical site page field is used.
   2. If this field is used, it overwrites the Canonical site page value.
7. Note: The Canonical URL tells search engines who originally published the article, so that there is no ownership confusion for the search engine.
8. Click on Publish button to complete the publishing process.
9. Verify the article is appearing on the website(s) that you chose.

Article translation

If an article needs to be translated into another entity language, open the article for editing and go to the "Translations" tab for the article.

Follow these steps on the Translation tab:

1. Click in the field "Add translation" and select the language the article should be translated into. You can select more than one language if enabled.
2. Click on the "Add" button to the right of the languge field
3. The source language will apprear on the left and the target language appears on the right.
4. Use the AI button next to the target language field or another source for translation to update the target language fields.
   • If there is no language icon to the right of the target field, AI translation is not enabled.
5. If the source field value should be copied over, without translation, click on the icon ">>".
6. Once the translation is properly completed, click on the "Approve" button, else click on Save as draft (and seek approval). The button might show "Done" instead.
7. Once the translation is approved it can appear on any page or website set to that target language.

Article revisions

If an article needs to be reverted to a previous version, open the article for editing and go to the "Revisions" tab for the article. Follow these steps on the Revisions tab:

1. Under "History" click on the article number badge to select the revision.
2. The article will appear on the right side, to allow for verifying this is the article to revert to.
3. Once the proper article is located, click on the three vertical dots on the right side of the version under the history list.
4. Mouse over "Revert to this revision", then click "Revert as draft" or "Revert as approved" to revert the article to the proper status.
5. If "Revert as draft" is selected, make the changes to the article and then once approved, publish the article again.

Article Sharing

If article sharing needs to be adjusted individually, open the article for editing and go to the "Share" tab for the article. Follow these steps on the Share tab:

1. Sharing status:
   •   Inherited from entity
   •   Shared
   •   Not shared
2. - Disable translations:
   • Set checkmark if no one else should translate
3. Click save after any updates are made

Article syndication

How to publish an article from the list of syndicated articles to your website. 

1. Click on the Manage article subsection under the Articles section
2. Click on the Discover tab

Discover tab

1. Filter by article type, status or use the search field to locate the article to publish on the website.
2. Click on the article title to preview the article. Then click on "Syndicate" button to push the article to your list of articles.
3. Or click on "+" under Actions column to push the article to your list of articles.
4. Click on "Syndicate" in the popup to confirm choice.
5. (article disappears from list, appears in the Articles list)
6. Switch to articles tab. Find the syndicated article just added to list.
7. Click on the article title, then Publish tab.
8. Set checkmarks on the websites where you want to publish the article. Set publish dates as you would like to.
9. Click on "Publish" button to make the article live on the website(s).
10. Check website that syndicated article has appeared.

Note: If the article does not appear:

• Check dates of publication (is the published date in the future?)
• Check article language matches website language