The very first screen you will interact with, in the new CMS 8, will be that of the new search. There are a number of updates to how the search functionality will work in the new CMS which are different from the previous version.
In this guide, we will walk through the responsive features of the new CMS 8, individual options for different search parameters, and then also take a look at your new options when it comes to displaying the results of the search.
When you log in to Pangea, Search should be the first screen you will see. If you have access rights to multiple sites when you access any particular In order to start the Search, simply click on the Search button in the top-left corner on the navigation menu.
1. Responsiveness of CMS 8
Before we get into search part, please note that the new CMS 8 is responsive. This means that elements will display differently depending on the size of the screen of the device used to view it.
Therefore, if you are looking at search on your tablet or phone (or a smaller window of your browser), it is possible that the following things could happen:
- the top navigation will disappear. Instead, you will see a button with drop-down menu (the three lines in the top-right corner)
- left search panel will be hidden. You will need to click on the grey arrow to the right to open it.
In order to get to the menu, click on the button in the top right corner and the full navigation will appear:
2. Search Pane
The search screen is split into two parts: Search Pane and Search Results. In order to set up the search, you will need to use the search pane to set the parameters of search (i.e. - to define what you wish to search for).
You can switch between the following 3 main search categories:
- Content
- Image
- UGC (User Generated Content)
You can switch between these three at the top of the Search pane.
Irrespective of which category you choose, the very top of the search results will be a list of the autosaved items. These are items that have not been saved or closed properly (e.g. by closing the tab instead of clicking on "Save and Close" or "Close").
These will always be unique for every user and they will always appear at the top of the results. You can choose what to do with each item (whether to discard it or continue editing).
The first search category of search is "Content". Through this, you can search for any content which was created in Pangea or uploaded to Pangea, outside of Images or UGC. In order to narrow down the possible results, you can adjust any of the following search parameters:
- Site
- Publication Date
- Content Type
- Category (Zone)
- Status
- Authors
- Edited By
- Tags
In you leave all of these parameters in their default state, the results would be anything that was created by or uploaded to Pangea CMS in the last 30 days on that particular site, ranked from newest to oldest modified item.
Let's go over individual search parameters and how they work:
Site
This parameter allows you to narrow the search down to only your site or select a different site from RFE, where you can search for the content they have created.
In case you are searching for an Image, you will also have an option to select a different entity between RFE, VOA, MBN, OCB, and LIB.
Publication Date:
You can select the time frame of your search. In order to create easy access there are a few preset options:
- Today - limits the search to items that were Published on the current date
- Last 24 hours - limits the search to items that were Published within the last 24 hours
- Last 7 days - limits the search to items that were Published within the last 7 days
- Last 30 days - limits the search to items that were Published within the last 30 days
- All - removes any time limits to the search
In case the time frame of your search does not fit any of these presets, you can create your own custom time frame, by selecting the "Custom" option and then selecting the "From" and "To" dates. You can either type the date into the column directly, or you can click on the "Calendar" icon to select the date.
Content Type
In the new search, the default setting will be to search through all content types (e.g. articles, feature stories, videos, audios, infographics, etc.), with the exception of images and user generated content.
This will mean that your results will include a lot of materials that you may not be looking for. If you would like to narrow this search down to a specific content type, you simply need to expand the "Content Types" search parameter and select, which content types you would like to search for.
You can select entire content type categories, by simply clicking on the content type category box (e.g. Text Content, Multimedia, etc.)
Given that there are many content types, you will not see all of them when they are fully expanded. There is a grey scroll bar on the rights side of the Search box. (at the moment, it is hard to see, therefore we highlighted it in the screenshot).
Category (Zone)
Zones have been converted into Categories in the new CMS 8 as the name is more intuitive for the purpose they serve (e.g. Sport, Politics, International, etc.).
Each service has their own unique list of categories. In order to search for a specific category, you can either find it by scrolling to it or you can start typing the name and the list of categories will narrow down.
Status
Status parameter allows you to filter out whether you are searching for items which are in Draft, which have been Published, or which have been Edited simply by selecting the preferred option or options.
Authors, Edited by, Tags
These parameters allow you to search either by Authors, or Tags attached to certain content, or by who edited said content.
In order to use this parameter, you can start typing the name of the author (or tag) and a list of options will appear that you can scroll through or type further as the list narrows down.
All three of these parameters work the same way.
When you start typing in these fields, it may take a second or two for the list to appear.
Images
One of the two content types, which are not included in the Content search, is Images. You can switch to searching for images by clicking on the "Image" button underneath the search bar.
Similar to Content, Images search also has a number of search parameters that work in a similar way as the ones mentioned earlier. These parameters are:
- Entity & Site
- Publication Date
- Uploaded By
- Photographers
- Sources
Entity & Site
Similar to the parameter in Content tab, this parameter allows you to narrow the search down to only your site or select a different entity or site to search from. You can select a particular entity (RFE, VOA, MBN, OCB, and LIB). Afterwards, you will have an option to select a specific site from the list of that particular Entity.
Publication Date
While the date parameter works very similar to the Publication Date parameter in content, there is one difference. There is an additional option to choose between "Date taken" and "Date of Upload".
As the names suggest, Date taken will search the images based on the dates when the images were taken (if such information is provided in the images' metadata), based on the date restrictions you set. Alternatively, it can search the date of upload, which is currently set as the default option.
Uploaded by, Photographers, Sources
These parameters allow you to search either by the Photographers or Sources attached to the image through its metadata, or by who uploaded the image.
In order to use this parameter, you can start typing the name of the author (or tag) and a list of options will appear that you can scroll through or type further as the list narrows down.
All three of these parameters work the same way.
When you start typing in these fields, it may take a second or two for the list to appear.
User generated content (UGC)
Search for user generated content (UGC) only has two search parameters:
- Publication Date
- Content Type
Both of these are limited to selecting a single option from those available. Simply click on the combination you prefer and hit search.
3. Search Results
The main part of the screen will be devoted to the search results.
Autosaved Items
As was mentioned earlier, the very top of the search results section will always be devoted to "Autosaved Items" in case you have any. These are items that have not been saved or closed properly (e.g. by closing the tab instead of clicking on "Save and Close" or "Close").
These will always be unique for every user and they will always appear at the top of the results. You can choose what to do with each item (whether to discard it or continue editing).
Results of the search
There are two ways to adjust how the results are displayed to best suit what you need: Sort by; Results view. For each result there are available Actions.
Sort
As the title suggests, this part adjust the order of the results based on 4 options:
- Latest modified - those items which were modified most recently are shown first
- First modified - sorts items in a chronological order based on which the earliest ones to be modified, which are shown first
- Latest published - those items which were published most recently are shown first
- First published - items with the oldest date of publishing are shown first
Results view
The three icons next to "Sort" selection give you three options to display view the results:
- Compact list - a brief list of items with minimum information on each item
- Item Overview - gives a brief overview and information for each item with a thumbnail image
- Image Grid - creates a grid of results based on the thumbnail images for each item with very little additional information on each item.
Item Actions
With each of the found results, you will have a few options of actions that you can do, such as: Edit; View History; Clone, View Live Site, Delete, etc. Not all of these actions are available for all of the content items. In order to find out, which options are available to you for a given item, simply click on the drop-down menu arrow next to each item.
