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FROM: Christopher Davis, Director of Marketing Analytics and Strategy, (former Director of Web Communications) RE: Web Standards (updated and revised August, 2014) Philosophy www.philau.edu — along with its subdomains, sub-folders, and mirrors 1 — is first and foremost a recruitment entity. Recruitment is understood to be the conscious effort to by Philadelphia University to present itself as a cohesive, professional institution to encourage the engagement of prospective students, industry partners and donors while meeting the needs of all visitors, including current faculty, staff, students, alumni, family and friends. Goal To ensure that the PHILADELPHIA UNIVERSITY’s website is developed as a leading-edge, recruitment-driven tool that reflects and shapes best practices in web communications. Objectives in Pursuit of This Goal 1. 2. 3. 4. 5. To support the University brand online To ensure accuracy, maintain currency, and strive for excellence online To manage site infrastructure and facilitate content management To develop new solutions for University Communications To assist the Public Relations and Marketing department with daily operations Strategies to Meet These Objectives 1. 2. 3. 4. 1 Disseminate web policies, standards, and procedures. Regularly supervise and consult with campus department and academic programs Implement a system of global updates and maintain common aspects of design Manage and support the use of the university’s content management system. http://www.philau.edu is understood as the domain. A subdomain is a part of the larger domain in the DNS hierarchy (hosted on campus or otherwise); for example, http://faculty.philau.edu is a university hosted subdomain while http://events.philau.edu and http://designportfolios.philau.edu are the product of third-party hosting). A subweb is a Microsoft term understood to mean a folder within a domain that has restricted authoring permissions (e.g., http://www.philau.edu/undergraduate). All subwebs are sub-folders, but not all sub-folders are subwebs. Mirrors include http://www.philadelphiauniversity.edu and http://www.philau.com. Web Design and Development Standards Overview Guidelines as outlined in this document apply to pages hosted on http://www.philau.edu, its subwebs and sub-folders. Additionally, many of the general page standards discussed later in this document represent best practices that are encouraged, but are not mandatory on a select few subdomains: http://faculty.philau.edu, http://students/philau.edu, http://orgs.philau.edu, and others that fall under the purview of the Office of Information Resources. For sake of accuracy, consistency, and ease of use, it is recommended that web pages published by any university department or school should follow certain minimum ADA and W3C standards (more information available at http://www.ada.gov/pcatoolkit/chap5toolkit.htm and http://www.w3.org/standards/) If there is a question regarding the standards and practices as they apply to the web that is not covered in this document, please contact the webmaster at [email protected] or call 215.951.2851. Maintaining standards beyond the ADA and W3c 1. to ensure comprehensive, correct and current information to visitors No department or school, service or resource is an island. As such, it is imperative that accuracy and currency of web content be viewed as a shared means of communication, and not a proprietary end in the service of a specific agenda. 2. to guarantee a level of accessibility to all visitors, including those with and without disabilities As an institution of higher learning, it is our duty to adhere to a minimum of design and development standards that meet current standards established by the World-Wide Web Consortium (W3C) and Americans with Disabilities Act (ADA) as well as provide all audiences with clear pathways and cohesion of presentation. 3. to present an image of PHILADELPHIA UNIVERSITY that is consistent with current branding and recruitment efforts Unless otherwise identified as the intellectual property of an individual or individuals entitled to copyright, material on University servers should be identifiable as being provided by PHILADELPHIA UNIVERSITY. Material hosted on University servers without proper markup to identify ownership invites confusion. Where given content clearly belongs to and is a product of PHILADELPHIA UNIVERSITY, every effort should be made to reinforce current branding and recruitment campaigns. Web content on pages bearing official PHILADELPHIA UNIVERSITY information should be professional, provide user-friendly navigation, and avoid use of any animations, scripts, or redirects not sanctioned by the Office of Marketing and Public Relations that may delay or dilute the message in regard to ownership. As you browse this document, be aware that one or more of the above-mentioned goals is always at the root of any policy decision, and that adherence to the standards herein is recommended to ensure that our objectives are met. Management and Responsibilities Ultimate responsibility for the campus web presence rests with the Office of Marketing and Public Relations ([email protected] or 215.951.2851) who appoints a Director of Marketing Communications to oversee the operation of the website with the cooperation of Office of Information Resource’s Network Administrator. Support of the hardware and software for the main campus web server is assigned to the Help Desk ([email protected] or 215.951.4OIT) Members of Web Communications Committee, made up of members of the President’s Council, the Office of Public Relations, and others helps to determine strategies, policies, and procedures as they relate to PHILADELPHIA UNVERSITY and its presence on the web. This group meets semi-annually to discuss the future of the web. Editorship and creation of web content on www.philau.edu, its subwebs and sub-folders, rests with the Office of Marketing and Public Relations, who, in turn works directly with deans, program directors and representatives of administration. All departments and similar units are required to have a presence on www.philau.edu which is in compliance with standards outlined here. Individual department heads are ultimately responsible to see that their respective unit's web content is current, correct, functional, and standards-compliant. Department heads are required to have, at minimum, one individual to be the official web editor. Appointees acknowledged by the Office of Marketing and Public Relations as content managers are given opportunities for both individual and group training (when available). All Web page authors and editors are responsible for insuring that the pages they create take into account the standards described in this document, follow individual departmental standards that may be outlined by deans or directors, observe copyright regulations, and adhere to all local, state, and federal laws, as well as any other University policies regarding conduct. The Director of Marketing Communications and team comprised of designers, developers and digital marketing staff are authorized to edit, override or remove any material that does not comply with these standards, if said material is in violation of copyright or law. As a courtesy, the Director of Marketing Communications will notify authors of any alteration or removal of content within pages on www.philau.edu not otherwise related to standards; notification, however, is not guaranteed nor is it required if the Director of Marketing Communications deems the change(s) urgent or necessary when content is in violation of the brand or, especially, the law. Similarly, notification will not be given by the Director of Marketing Communications or the Office of Information Resources’ Network Administrator if the server-side properties of any given file change as a result of server migration or upgrades. Such changes, by their nature, do not affect content. Browsing Permissions All areas of www.philau.edu that are not prefaced by the secure https:// (SSL) prefix are public and open to all visitors. Certain areas beyond the public server, including development servers and other password-protected areas, are accessible only to users with a valid university network login and password. Those experiencing problems with their standard login and password should contact the Technology Help Desk. Access to WebAdvisor, the University’s web-based management tool (portal at www.philau.edu/webadvisor), is independent of the browsing permissions outlined above, and is the province of the Technology Help Desk. Authoring Permissions Permission to write to web pages is either granted by the Director of Marketing Communications of Network Administrator, depending on the domain or subdomain where access needs to be granted. The Office of Information Technology will routinely check with the Director of Marketing Communications before granting new permissions on www.philau.edu , its subwebs and sub-folders. To check if author permissions are granted, an individual should contact the Technology Help Desk. The Director of Marketing Communications will consult on the setup of permissions, and explain how/why access may be granted or denied on a case by case basis. Authoring and editing permissions within the purview of the Office of Marketing and Public Relations primarily involve those pages housed within the university’s content management system (or CMS). For more information, see the section of this document regarding CMS below. Authoring in areas outside of the university main server, like WebAdvisor, the faculty and staff directory, the campus store site at www.philaucampusstore.com, and Athletics at http://www.philaurams.com is limited to only a few individuals. If you would like to see a change to pages on any of the aforementioned sites, contact the webmaster. Content Management System (CMS) All content creation and editing by appointed or accepted department or program content manager is to be conducted via the university’s content management system, Cascade Server. Browser-based, Cascade Server can be accessed by visiting http://cascade.philau.edu. Editing and authoring permissions to Cascade Server should be submitted in writing to the Director of Marketing Communications or to [email protected]; emails should specify the URLs (i.e., web addresses or areas of site corresponding to what is commonly considered a “link) to which the editor would like access. Cascade Server is configured in such a manner as to prevent content creators and editors from affecting any portion of pages other than what is commonly considered “the body.” This area is understood to be the portion of the page not associated with branding elements, a universal header and footer established by the Office of Marketing and Public Relations, the auto-generated right-hand navigation found throughout most of the site, and the call-outs or special features that often appear below said right-hand nav. General Page Standards The University’s homepage (www.philau.edu/index.htm, i.e., the default page of the domain) is the sole responsibility of the Office of Marketing and Public Relations. No other office can or will be given editing permissions for this page. Similarly, access to the University’s primary online news outlet, PhilaU Today, at http://wordpress.philau.edu/today will not be granted outside of the Office of Marketing and Public Relation (for more information regarding the University’s use of WordPress, however, see the “blog” section later in this document). The following standards apply to all official PHILADELPHIA UNIVERSITY web pages, home or otherwise. Content other than official PHILADELPHIA UNIVERSITY pages should not be housed in departmental web page areas. This includes file swapping or sharing of any personal nature. Content for any other organization, including professional organizations, may only be housed on the PHILADELPHIA UNIVERSITY server by specific prior agreement with not only the individual organization, but also the Office of Marketing and Public Relations. A decision to grant an outside organization space on the PHILADELPHIA UNIVERSITY web server will be made based on PHILADELPHIA UNIVERSITY’S contractual and/or professional obligation to the organization in conjunction with, where necessary, members of the Office of Student Engagement. Content for student organizations should be housed in the http://orgs.philau.edu/ subdomain. Any recognized student organization may request space there by contacting the webmaster or Technology Help Desk. Content belonging to faculty members should be housed in the http://faculty.philau.edu subdomain. Any recognized faculty member may request space by contacting the Technology Help Desk. Faculty pages are not supported by the Office of Marketing and Public Relations and the use of Cascade Server is not extended to these personal pages. The Office of Marketing and Public Relations will, however, be happy to consult with faculty on the types of pages that can and should be created. Content belonging to students should be housed in the http://students.philau.edu subdomain. Any recognized student may request space by contacting the Technology Help Desk. Faculty members may also initiate requests for student space by contacting the Technology Help Desk. Please note: general page standards as they are outlined here may not apply to the subdomains listed above, but are provided to all members of the University community as tips for best practices. Once a set of web pages has been posted, content managers should avoid reorganizing the material in ways the change the file names of any part of the material. There is no way to determine how widely existing URLs have been bookmarked or linked to from other locations. Arbitrary name changes will cause content to seemingly disappear. If a name change is unavoidable, request that a redirect be set by the webmaster. Additional information regarding file naming, file removal and the moving of files to other folders and directories will be covered in materials provided to content editors at the time of their Cascade Server training. All pages should be properly title and META tagged (the former is an absolute minimum requirement; the latter is not). If you need help with TITLE or META tags, contact the webmaster. Proper TITLE and META tagging supports search engine optimization. Redundancy is confusing. Certain canonical documents are maintained as a single official copy on the web server. Departments are not allowed to replicate or restate information available in canon documents (e.g., course offerings, admissions standards, degree requirements, etc.) but should rather create links to the relevant portion of the official document. Fracturing core content across the server leads to inconsistencies, incorrect information, and confusion. No single department or school owns content. Content is not to be viewed as proprietary. Instead, it is to be shared. At levels deeper than the section’s home page, content editors are encouraged to manage and shape text-based contents, create new content, maintain currency of content, and confirm validity of external links (and report 404 – Not Found errors to the Director of Marketing Communications); changes to structural elements, however (foundation links to other areas of the university site, graphics, colors, etc.) are not allowed as they may cause a ripple effect throughout the site (causing problems in the site index, search engine indexing, etc.). As with the department and/or program’s home page, use of the official University header and footer must be followed and cannot be circumvented. These elements are included in the standard style sheet that is supplied with all migrated material and newly developed pages. Exceptions may occur, but must be approved by the Director of Web Communications. Sponsorship, Advertising and External Links Generally, PHILADELPHIA UNIVERSITY web pages may not include any paid external advertising. However, there are instances where a department may acknowledge support or sponsorship from an external entity. There is specific University policy that governs what may and may not be included in such an acknowledgment. Those wishing to make such acknowledgments within their web pages should contact the Office of Marketing Public Relations for guidance. Where applicable, reciprocation on sponsors’ sites is encouraged. Links to sites outside of the PHILADELPHIA UNIVERSITY network should be clearly labeled and coded to initiate in a new browser window. If you do not know how to set hyperlinks to initiate in a new browser window, contact the webmaster. Links: Internal vs. External (Relative and Absolute) When linking to external resources, an absolute link is also used. This type of link is understood to be one where the syntax of the URL is complete, including http:// (for hyper-text transfer protocol) and, where specified, www (for the world-wide web partition) followed by the domain name (anysite.com) and any sub-folders and files branching from said domain. On the university server, however, links should be written as relative paths, wherever possible. Cascade Server will manage such links for editors. Those with questions should contact the webmaster. Provide prompts, indicating size and type of file, when linking to video, audio, or other specialized content that is not otherwise embedded in the page. Provide warning on links that will lead the visitor to restricted pages where they will need to provide a password. Use meaningful, descriptive linking text on all links (i.e., avoid simply “click here”). Instead, be informative (e.g., “click here to download an application (PDF)”) as text-readers for the visually impaired require this level of compliance for meaning and context. Maintaining proper links aids in search engine indexing by helping search engine spiders or robots follow logical paths. Page Templates Cascade Server users will automatically be delivered their area’s default template upon login. There are only a few accepted templates at this time. They are as follows: Example of newer responsive page design for administrative departments introduced in 2013 Example of still widely used branding for administrative department introduced in 2011 Example of latest responsive page design within colleges, schools and programs introduced in 2014 If you encounter while browsing any page templates on the main public server at www.philau.edu that do not correspond to these templates and appear older, let the webmaster or Office of Marketing and Public Relations know. A Note on File Naming Consistency in file naming is essential to server maintenance, indexing, and linking. DOs • use all lowercase letters in file naming. While it is true that our server supports mixed upper and lower case assignment, you are assured browser compatibility with all lower case characters. • promote mixed upper and lowercase in marketing materials as it relates to the University’s home page of www.PhilaU.edu. As most browsers now recognize the protocol, the http:// prefix is not necessary when representing the University’s home page in print. DON’Ts • Don’t use spaces in file names (e.g., new page.htm). Spaces aren’t resolved properly in some browsers and need to be reported as %20 to avoid errors. If you need to visually separate words in a filename, use the underscore ( _ ). • Don’t exceed a sensible number of characters in the naming of folders or files. Use common sense. • Don’t post Microsoft Word documents. Instead, render all docs as Adobe PDF. If you need assistance with converting Word documents to PDF, contact the webmaster. • Don’t arbitrarily rename an existing file on the server. Once a file has been posted, it becomes part of a larger network of indexes and links. Changing a name at this point can effectively hide a file unintentionally and disrupt links Dynamic Calendars Among the dynamic content on the website are dynamic calendars generated by a service provided by Localist at http://events.philau.edu. A decentralized browser-based system, the Localist calendar allows for dynamic content management and client-side tools for extensive interaction with the calendar. To be given administrative access to the calendar, contact the webmaster or the Director of Marketing Communications. Blogs PHILADELPHIA UNIVERSITY currently runs WordPress software on the server to facilitate blogging for various departments, including the President’s Office. Anyone interested in blogging in an official University capacity should contact [email protected] before setting up a blog on their own. Academic freedom allows for professors and students to, of course, independently blog if they wish, but staff should work with the Director of Marketing Communications if the intended blog is intended as an extension of PHILADELPHIA UNIVERSITY’s website. In general, all interested bloggers are encouraged to first consider their level of commitment to regular postings, as blogs sanctioned and hosted by the University should contain current entries. Blogs hosted on the server and /or feed via RSS to University web pages will be discontinued if content shows no new updates for a period of six months. RSS feeds Understood as “Really Simple Syndication,” RSS feeds are popular as they allow for dynamic generation of content to otherwise static pages via aggregating tools that collect XML data and embed content into a web page. Currently, PHILADELPHIA UNIVERSITY uses RSS feeds to its home page for display of content from its daily newsletter PhilaU Today and to feed various departments and programs content from their blogs.. RSS feeds can also be setup for the display of blogs and/or the mix-in of content from professional organizations, publications, and other sources. For more information, contact [email protected]. Social Networking sites Services like Facebook, Twitter, LinkedIn and others which fall under the umbrella of social networking communities are to be used at the discretion of the individual, providing entries represent the individual and not the institution. Official institutional presence for colleges, departments or programs on social networking sites must be managed with the help of the Director of Marketing Communications who can advise in regard to strategy and compliance with the brand. Hosted Audio and Video There are numerous outlets for the hosting of audio and / or video. Official PHILADELPHIA UNIVERSITY audio and video content get posted to iTunes University at http://itunes.philau.edu. Selected video is also posted to the University’s YouTube account at http://www.youtube.com/user/PhiladelphiaU. Questions regarding hosted audio / video should be directed to [email protected]. Security and Privacy All data collected via active server or “mail to” forms raises the larger issue of security and privacy on Philadelphia University servers. While a privacy policy is not within the purview of the current document, it is understood that the University does have a policy regarding privacy and that this document is available online at http://www.philau.edu/about/privacypolicy.html. For purposes of the current web standards document, it is important to note that the university does maintain a secure server, and that all transactions involving sensitive information need to be conducted on this server. Look for https:// in the address bar to verify secure server technology. Pages that ask for or report or solicit sensitive information (credit card info, social security numbers, etc.) which are on the public server (http://www.philau.edu and all its subwebs, sub-folders, subdomains and partitions) will be removed in the interest of security. If you are aware of such pages, please notify the webmaster. Style Guidelines Content standards, including use of logos, images, colors, fonts and other elements of style can be found in the University’s style guidelines document at http://www.philau.edu/StyleGuide. Use of Content not created or owned by Philadelphia University International copyright infringement laws apply to the use of any content not created or owned by PHILADELPHIA UNIVERSITY. Hosting of graphics and / or text from other websites beyond PHILADELPHIA UNIVERSITY domains is not permitted (i.e., content managers cannot “copy” graphics and / or verbatim text from other sites and “paste” it into University web pages) without the expressed written permission of the content’s owners. Instead, links to content of this type should be created. Use of clip art and / or photographs or other rich media is restricted to those files either purchased by PHILADELPHIA UNIVERSITY or those items in the public domain. Freelancers and other forms of Outsourcing On occasion — due to constraints of time, etc. — there will be a need to outsource work that cannot be done by either the Office of Marketing and Public Relations or content editors. The use of freelancers must either be initiated or approved by the Office of Marketng and Public Relations insofar as any outsourced work is to be posted on University servers. Beyond www.PhilaU.edu Rules as outlined in this web standards document generally apply to all pages housed on PHILADELPHIA UNIVERSITY’S main server at www.PhilaU.edu. However, the best practices discussed extend to faculty pages at http://faculty.philau.edu, student organizations at http://orgs.philau.edu, and elsewhere insofar as recommendations (and not a guarantee of assistance with content or use of technology) are concerned). NO department, individual or entity should register their own domain (insofar as the content is University related and to be hosted on a University server) without first consulting with the Office of Information Technology. All domain registration requests should be processed through the Technology Help Desk if material is to be hosted by PHILADELPHIA UNIVERSITY. In addition to its primary educational institution registration, PHILADELPHIA UNIVERSITY owns a number of additional domain names. The following are maintained as mirrors: http://www.philau.com http://www.philadelphiauniversity.edu http://www.philadelphiauniversity.com http://www.powertodo.com http://poweredtodo.com The following domain is being used for e-commerce: http://www.philaucampusstore.com The following domain is registered by a third party vendor (Presto Sports) for Athletics: http://www.philaurams.com The following subdomains are hosted by third-parties using CNAME http://designportfolios.philau.edu http://events.philau.edu http://map.philau.edu Editing permissions on any of the aforementioned subdomains are limited; contact [email protected] for more information. Summary and Conclusion The Office of Marketing and Public Relations strives to create a cohesive University website that presents visitors with a unified experience that supports the University brand. Any / all questions regarding the website or matters relating to web communications should be directed to [email protected]. On a final note: although following the web standards outlined here will help a great deal in making pages accessible by persons with handicaps, there is much more information available on this topic. Those wishing to learn more are encouraged to visit the World Wide Web Consortium and their Web Accessibility Initiative at http://www.w3c.org/WAI.