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Alphamosaik

4000 St-Ambroise Suite 270

Montreal H4C 2C7

514-931-3169






Iteration 1 – Sprint 3 – TL1-3 page layout analysis

UNESCO


Daniel Mankarios

daniel.mankarios@alphamosaik.com

Monday, June 01, 2009

TABLE OF CONTENTS





1.Description of the mandate 3

1.1.Introduction 3

1.2.Document subject and scope 3

1.3.Definitions 3

2.Action Plan 3

1.1.Preliminary introduction to SharePoint content 3

1.1.1.Publishing HTML Field Controls 4

2.1.1.Summary links Field Controls 4

1.1.2.Web part zones 5

1.1.3.Other zones 6

2.2.Theme Level 1 Layout 7

2.2.1.Theme Level 1 Description 8

2.2.2.Did you know 8

2.2.3.What’s New 9

2.2.4.The UIS and X 10

2.2.5.Resources 10

2.2.6.Forum 11

2.2.7.TL1 Summary 11

2.3.Theme Level 2 Layout 12

2.3.1.Content zone 1 13

2.3.2.Featured content 13

2.3.3.Other resources 14

2.3.4.Content zone 2 15

2.3.5.Summary 16

2.4.Theme Level 3 Layout 17

2.4.1.Image zone 18

2.4.2.Content zone 18

2.4.3.Download zone 18

2.4.4.Link zone 19

2.4.5.See also 19

2.4.6.Summary 19

2.5.Conclusion 20




Document history
Author:

Daniel Mankarios

daniel.mankarios@alphamosaik.com

514-931-3169 x178


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  1. Description of the mandate

1.1.Introduction

The UNESCO Institute for Statistics (UIS) wishes to create a new public web site using a renovated look and a more alluring interface. The platform selected is Microsoft Office SharePoint 2007. The website will be using AlphaMosaik's multilingual module as well as several custom components to deliver a rich experience to all future users of their site.



1.2.Document subject and scope

This document will cover three particular page layouts within the SharePoint site. These page layouts are the “Theme level 1”, “Theme Level 2” and “Theme Level 3” layouts which are used throughout the UNESCO site. The discussions in this document pertain to the analysis of the nature of the actual zones found on the page and the sources of content for these zones (within the page or from a container within the site). The elements of the master page (top zone above and including the yellow banner, grey menu zone at the left) are excluded from this analysis as they are not part of the content zone.


1.3.Definitions




Acronym

Definition

MOSS

Microsoft Office SharePoint Server 2007

TL1

Theme Level 1

TL2

Theme Level 2

TL3

Theme Level 3

CEWP

Content Editor Web Part

CQWP

Content Query Web Part

DVWP

Data View Web Part


Static content: All references to static content within this document refer to content that is entered directly into a zone designated to receive text that does not change frequently. For example, the description of a theme on the theme welcome page is considered to be static.
Dynamic content: All references to dynamic content within this document refer to content that is not directly entered into a zone designated to receive text, but rather to content that is automatically pulled from a container (list or library) whose content can change frequently or automatically based on dynamic filters (date filters and such).

2.Action Plan

    1. Preliminary introduction to SharePoint content


This section will help UNESCO understand the nature of the various zones available in a SharePoint site and the implications each zone has for editing and approval.

      1. Publishing HTML Field Controls


SharePoint allows the placing of publishing HTML field controls within a page. These controls exist as zones and take on a certain position and size within the page. They are also rich text enabled, allowing editors to customize text to their liking. A certain number of predefined styles will be available (based on the design material provided by Akufen) so that editors may ensure uniformity across all HTML field control zones. However, a certain number of the rich text controls will also be disabled to prevent overriding the styles. The image below provides a preview of the HTML field control zone (with the styles dropdown showing).

This type of zone is considered to be a static content zone. Modifications to the content of this zone are performed directly in the page where the zone is located. The zone cannot be relocated as it is an integral element of the layout (the layout can be modified by an administrator with the appropriate tools and permissions).

2.1.1.Summary links Field Controls


SharePoint is also provisioned to allow content editors to embed links to content or documents directly within a page. These links are added within a summary link field control within which a layout and style can be selected and applied to the entire control to ensure a uniform appearance. The summary links are entered directly in a page and are considered semi-static. They can be changed by editing a page and using the summary links management tools.
The summary link zones come in two flavors: field controls and web parts (see section below).
The following image illustrates the summary link management tools:

The following image illustrates the new link manager:



      1. Web part zones


Web part zones are zones in which web parts are added. The following image illustrates a webpart zone, which has similar properties to a HTML field control zone in its static placement and size on the page, and the dialog allowing users to add web parts to the zone.

Web parts are defined in the following manner:


ASP.NET Web Parts is an integrated set of controls for creating Web sites that enable end users to modify the content, appearance, and behavior of Web pages directly from a browser. (Microsoft, 2009)
The web parts to be used will pull content from containers within the site where the page is located. These containers will be lists or libraries of various sorts. Since the content of the list can change independently from the page itself, web parts are generally considered to be dynamic content objects.
The following image illustrates 3 sample web parts in their zone (edit mode) as well as the final appearance for an end user:








As the content gets pulled from containers throughout the site, editing of the content displayed in the webpart is performed inside the containers (lists, libraries) where the content is located. This is the native behavior of SharePoint and should be understood by UNESCO content editors and approvers.



      1. Other zones


Other publishing zones do exist (image zones, title zones, other field controls) but will not be used for the design of the layouts. Therefore, their descriptions are excluded from this document.


2.2.Theme Level 1 Layout


The analysis of this section is to be conducted on the content zone of the theme level 1 page. The mockups provided by UNESCO will be used to refer to the various zones on the page with each subsection of the document describing a different zone on the page. The content zone referred to above is the represented in the following diagram:


2.2.1.Theme Level 1 Description



This zone will contain static text and will be implemented using a publishing HTML field control.



2.2.1.1Learn more link

The “learn more” link found in the bottom right corner of the text will expand the text of the Theme Level 1 Description. The text will expand directly beneath the existing “teaser” text. This expanded text should be in its own publishing HTML field control with the “learn more” link simply displaying this zone or hiding it.


After the link has been clicked, the “Learn more” text turns into “Hide”. When the “Hide” link is clicked, the expanded zone rolls back up and the display returns to its initial form.


2.2.2.Did you know



The “Did you know” zone will provide a quick fact and always be displayed in the top right corner of the page within a zone with a predefined height and width. The text will have to be short enough to fit within the designated zone.


Given the dynamic nature of this zone (text changes on each page load), the zone must be implemented using a web part. The behavior of the web part will be described in a separate document but the most likely candidate for this web part is the CQWP.


2.2.3.What’s New



This zone will contain a listing of recent news (i.e. dynamic content). Therefore it will consist of a webpart whose behavior and design is described in a separate document (Iteration 1 – Sprint 1 - What’s New Webpart and derivatives analysis). The most likely candidate for this webpart would be a Content Query Webpart (CQWP).




2.2.4.The UIS and X




This section will contain a list of TL2 pages of the present site. This zone lists the pages in the same order as the left navigation menu. Therefore, it will most likely be advantageous to reuse the same data source used to generate the menu. Given that the data source will be centralized per theme, this zone should be implemented using a web part that connects to the data source (either using a DVWP or CQWP).

2.2.5.Resources




The resources component is a zone of relatively static content. However, given the uniformity of the formatting (each entry has a standard appearance), it would be best to use a webpart (DVWP or CQWP) to display the various links in this zone. Using a publishing HTML field control would allow great flexibility but would make formatting the links and text a difficult and time consuming process.

2.2.6.Forum


The forum zone is out of scope for the present phase but is included for completeness. The forum, given its dynamic nature, will be implemented using a web part (presently of unknown nature).



2.2.7.TL1 Summary

The various zones of content in the TL1 page can be summarized with the following mockup:



2.3.Theme Level 2 Layout


The analysis of this section is to be conducted on the content zone of the theme level 2 page. The mockups provided by UNESCO will be used to refer to the various zones on the page with each subsection of the document describing a different zone on the page. The content zone referred to above is the represented in the following diagram:

2.3.1.Content zone 1




This zone will contain static text and will be implemented using a publishing HTML field control.


2.3.2.Featured content



The featured content zone will contain a list of documents available for download. The documents listed are simply links towards internal or external documents. Given that they are links and not documents within the theme site, it is possible to implement this zone using a summary links web part. Using the web part allows zone to take on the grey heading and style automatically.



2.3.2.1Show more link


The “Show more” hyperlink at the bottom of the zone allows users to expand the above list by showing a list of hyperlinks to miscellaneous content. This list is by default hidden and has the same appearance as the featured content above save for the missing heading. This zone will also be implemented using a summary link web part, but with a different layout and style. The image below illustrates the appearance of the expanded zone:








2.3.3.Other resources


The “Other resources” zone behaves in exactly the same manner as “Featured Content”. The only difference is the style applies to the links in the collapsed and expanded versions. This zone will therefore be implemented using a web part zone.




2.3.4.Content zone 2



This zone will contain static text and will be implemented using a publishing HTML field control.




2.3.5.Summary


The various zones of content in the TL2 page can be summarized with the following mockup:



2.4.Theme Level 3 Layout


The analysis of this section is to be conducted on the content zone of the theme level 3 page. The mockups provided by UNESCO will be used to refer to the various zones on the page with each subsection of the document describing a different zone on the page. The content zone referred to above is the represented in the following diagram:


2.4.1.Image zone



The top left zone of the page consists of an image. As this is considered static content, the image will be implemented using a publishing image zone.



2.4.2.Content zone




This zone will contain static text and will be implemented using a publishing HTML field control.


2.4.3.Download zone




The layout page will provide an optional link towards a document for download. This zone will appear underneath the text and be implemented using a custom control. This zone will therefore not be editable in SharePoint web and its location will be fixed on the page.

2.4.4.Link zone



The link zone is simply a hyperlink towards additional information and appears on the right hand side of the page underneath the text. This link is to be implemented using a hyperlink field control and its location will be fixed on the page.




2.4.5.See also


Finally, the “See also” zone is a list of hyperlinks which can be implemented using a “summary links” web part. This web part will allow direct edition of the links directly within the page. Therefore, this zone will be a web part zone.




2.4.6.Summary


The various zones of content in the TL3 page can be summarized with the following mockup:


2.5.Conclusion



To conclude, the page layouts described in the above sections should address the needs of UNESCO based on the preliminary analysis provided in the RFP and the discussions with UNESCO.


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