Admin Procedures

  • Catalog Rollover

    If you have Shared Content within the Calendar Year between one or more catalogs, you must reach out to support to request your rollover. When you have completed and published a current catalog and you are ready to begin editing the catalog for next semester, next year or even to create an addendum, you can use the "Rollover Catalog" tool in the Home tab of the Content ...

  • Yearly Maintenance of Your Catalog

    Every year, or maybe multiple times a year, the catalog is rolled over to begin editing the draft for the next. To ensure you have a smooth rollover of your catalog for the next calendar year there are a few steps that are recommended prior to proceeding with this process. Step 1: Publish Your Catalog NOTE: Your catalog does not have to be published in order to be roll...

  • Media Library

    Please see articles for each of the procedures conducted within and involving the Media Library: Uploading Media to the Media Library Displaying Media Images on Catalog Pages Linking a PDF Document

  • Making a New Catalog Live/Current

    Once you have published a new catalog following the Publishing process to publish the catalog, the newly published catalog can be made current/live immediately or this can be delayed to give you time to review the newly published book prior to making it accessible. To make the catalog/handbook live, there are a few updates required within the catalog system before givin...

  • Removing Versions/Deleting Items from the Catalog

    Removing Versions To remove a version, select the item in the content tree or the link from within the workbox (this will open the item in the Content Editor), within the Versions tab, select “Remove”   NOTE: When removing versions, make sure there is another version preceding the version being removed before removal. If there is only one version of an item, do not rem...

  • Changing the Password

    Your new password must be at least eight characters long and include at least one special character.  If you change your password and do not meet these requirements a server error will appear the next time you login. If this occurs, please contact Curriculum Strategy/catalog administrator to have your password reset. We strongly recommend to bookmark the URL you use to ...

  • CSV Imports and API

    Curriculum Strategy AdministratorAs a SmartCatalog Administrator, it is vital to have a high-level understanding of several technical concepts related to SmartCatalog to ensure streamlined set up and usage. Curriculum Strategy Course Import GuidelinesIn order to use Curriculum Strategy by Watermark as a content management system, your institution will provide course dat...

  • Current URL Update

    If there is a current redirect implemented within your catalog content tree, update it to point to the new catalog(s), remove the previous catalogs and then publish. To complete this procedure, first locate the current redirect within the Content Tree.  NOTE: If you do not have this redirect, you do not need to complete these steps. If you would like to request to have ...

  • Updating the Archive Page

    Add a link for the new catalog on the All Catalogs archive page. This is the landing page for all "All Catalog" buttons in the navigation menu of the published catalog pages.  Example of a client archive catalog page:This link is placed on the Institution item's (item in the tree labeled with the institutions name, and represented by a yellow building icon) Rich Text Ed...

  • Catalog Drop Down List

    To include the newly published catalog(s)/handbook(s) in the drop down catalog menu available on all published catalog pages, check the "Show in catalog list" checkbox on the catalog cover item and republish. The first image below is an example of a drop down menu of catalogs on a clients live catalog page:The checkbox to include the catalog in this drop down menu is lo...

  • Publishing

    Notes on Publishing: The calendar year item must be published in order to publish your catalog - if the catalog is not publishing through for the first time, publish the calendar year item first! A catalog or items/sections within the catalog can be published as many times as needed - you cannot over publish these items, if nothing has changed within the catalog item, ...

  • Archiving

    Admins have the opportunity to archive individual items. Archiving an item breaks any links it has to the catalog, but allows the item to be restored at a later date. We do not recommend using the archive button on programs because the links in the courses tables will be removed and no courses will show when the program is reactivated. If you wish for a program to be ar...

  • Uploading Media to the Media Library

    Accepted File Types: Images (.jpeg & .png) PDFs Word (.doc & .docx) Only Administrators are able to upload images, PDFs, or Word documents into the media library. Basic Editors are able to add images to catalog Content fields that have been uploaded into the Media Library by Administrators. 1. Access to the Media Library is located in the lower left hand of the screen...

  • Restoring Versions/Items From the Recycle Bin

    NOTE: If something has been deleted or a version removed, it can be restored from the Recycle Bin within the dashboard start menu from the Sitecore button:Or by accessing the Recycle Bin from the Launchpad:Once the Recycle Bin is open, an item/version can be selected and restored with the Restore button.  When restored, the item will follow the included path and be rest...

  • Deleting Items

    To Delete an item, select the item from the content tree or click the link within the workbox (this will open the item within the Content Editor), and click “Delete” within the Home tab:  NOTE: If deleting something that is linked throughout the catalog, such as a course, a dialog box will pop up indicating that the links to this item will be broken if it is deleted. Th...

  • Unlocking Catalog Items

    If an item is locked by another user, a catalog administrator can unlock the item by following the steps below. Select the item within the content tree that is locked. The item can be unlocked by clicking the Edit button (The Edit button is light blue when locked, clicking it will change the color of the button and unlock the item): OR by clicking the "Unlock" button w...

  • Catalog Template Checkboxes

    Common Checkboxes:Combine Child Pages: This checkbox appears for narrative sections only. This will combine any nested items onto the "Parent" items page on the web. This allows you to condense/combine sections without removing them from the navigation menu. Note: If nested items have their own child pages, the combine child pages checkbox needs to be checked for those ...

  • Deleting a Course from the Catalog

    When deleting a course it is very important to choose to Remove Links when making this removal.This will remove the course link from all of the programs and other courses it is linking to as well as avoid any broken links within the catalog. Broken links affect the program tables and Word export.When deleting a course, if it is linked to programs or other courses throug...

  • Adding Images to Content

    Only Administrators are able to upload images, PDFs, or Word documents into the media library (refer to Uploading Media to the Media Library). Basic Editors are able to add images that have been uploaded into the Media Library by Administrators.1. Click the Content Editor and select the page you wish the image to be displayed upon. Open the Rich Text Editor for this pag...

  • Administrator Access Only Buttons on the Launchpad

    The following are buttons that appear within the Launchpad for administrators only: User Manager This button opens the User Manager: The User Manager is where user profiles are managed and maintained: Role Manager This button opens the Role Manager: The Role Manager is where the roles/permissions are created, linked and maintained. Security Editor and Access Viewer ...