Admin Procedures

  • Catalog Course Page Filter Option

    Every catalog has a Course (or Course Description) page, which is the parent item for all courses. Currently, the Courses pages default to look like this: Users can now search for courses on your course page and getting this feature on your course page is as simple as checking a box! If you would like to implement a course filter on the Courses parent page, you can do ...

  • Catalog Publishing Email Notifications

    Recently, Curriculum Strategy has updated the publishing process and it is no longer simply publishing from the Sitecore database. There is an additional step that is publishing it to AWS where catalog sites are now hosted. This can add a little bit more time to the process, and even though this is getting quicker and more efficient, there is an extra step to the proces...

  • Course Dependency Report

    Now available from your Tools screen in Unified Navigation is the Course Dependency Report. After launching the new tool, you will be prompted to select a catalog year and catalog. Please be aware of the messaging on the tool. The date retrieval will not be in real-time. This data is refreshed nightly. Because of this, your selected catalog data may not be available. ...

  • Creating Anchor Links

    In the Rich Text Editor in Catalog, it is possible to add anchor links within the same catalog page to reference sections elsewhere on the page, such as links to a different section or back to the top of a lengthy page. To do this, some HTML knowledge is needed as these links currently can only be added directly into the HTML Editor using these instructions. Creating th...

  • Access Current Year Role

    Within the Role Manager, you will see a role labeled "access current year". This role is inherited by the "workflow draft" role which is the Draft workflow role for the catalog editors. The "access current year" role does not need to be individually assigned to user profiles because it is one of the roles that are automatically inherited to all user profiles that have c...

  • Creating or Updating Catalog Redirects

    Redirects can be added to any level of the catalog tree. When added directly within the Institution, they are referred to as "Archived Catalogs" and assist in pointing to either a catalog hosted elsewhere, or a PDF that is uploaded to the Media Library. These Archived Catalogs can also be added to the catalog drop down for easier navigation by end users. When a Redirect...

  • Archive PDF Catalogs in Catalog Drop Down

    For all live catalogs, a checkbox labeled "Show in catalog list" is available to check to ensure it is showing in the Catalog drop down, which is a list that allows all end users to navigate to archived catalogs no matter which catalog they are currently viewing. To allow a catalog in PDF format to be available in this list, you first need to create an Archived Catalog ...

  • Page Properties Tool

    Curriculum Strategy is introducing a new tool to help administrators identify which pages of the catalog have been selected as Include in Print and Show in Navigation. Each page of the catalog offers a checkbox option to include that page in the word export (Include in Print) or to show that page in the side navigation of the catalog site (Show in Navigation.) It can b...

  • Curriculum Strategy API

    Curriculum Strategy by Watermark supports a Default or Custom Course/Catalog API that can be used to set up an automated process to retrieve catalog information. Documentation is instantly available upon request for building an API to pull default fields associated with catalog content templates (narrative, program and course details).  Creating the API is easily accomp...

  • Extract Course Data Tool

    Curriculum Strategy is introducing a tool that will allow catalog administrators the ability to extract all of the basic course data being housed in the catalog system. The basic course data that will be included in the extract include: Course Name Course Description Course Number Credit Hours  Subject Code Subject Name Prerequisite Corequisite  Credit Hour...

  • Catalog Web Template Header/Footer Updates

    Every catalog has a website template that is hosted by Curriculum Strategy, but mimics the institutions website headers/footers. If there is a change needed to the style or a complete redesign that needs to be done, we encourage you to reach out to support to make this request. Once this request is made through support, we submit it to our development team who completes...

  • 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 Sitecore Login 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 ...

  • Course CSV Imports

    Curriculum Strategy Administrator As a Curriculum Strategy Administrator, it is vital to have a high-level understanding of several technical concepts related to Curriculum Strategy to ensure streamlined set up and usage.  Curriculum Strategy Course Import Guidelines In order to use Curriculum Strategy by Watermark as a content management system, your institution will p...

  • Current URL Update

    There are always following two options to update your catalog URL to Current, so with that, you can use the same URL every semester/year and you just need to update the catalog every semester/year to point to the new catalog(s).1) Indicated with the blue arrow redirect in the content tree. 2) Indicated by the absence of the blue arrow redirect in the content tree but th...

  • 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 publishing through for the first time, publish from the calendar item and include subitems! 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 ca...

  • 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...