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Eric Palmer
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Director of Web Services
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New to Higher Ed (10 months)
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CSM and CIPP
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9+/20+ years of Web/IT Experience
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Skilled in process design, agile/scrum/lean and building high performing teams
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Evangelist for Agile/Scrum – Inspect and Adapt
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The University of Richmond
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Overview
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Private, highly selective liberal arts university
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Ranked one of the best liberal arts universities in the nation by U.S. News & World Report
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Founded in 1830 – second-oldest private university in Virginia
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5 Schools
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Arts and Sciences
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Robins School of Business
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Jepson School of Leadership Studies
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Richmond School of Law
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School of Continuing Studies
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Students 2006-2007
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2,857 undergraduate students
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697 master’s and professional students (excluding the School of Continuing Studies)
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617 part-time and 238 full-time continuing studies students
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Undergraduates from 48 states and over 70 foreign countries
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Faculty
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347 full-time faculty members
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10:1 student-faculty ratio in full-time undergraduate divisions
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Zero classes taught by teaching assistants or graduate students
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Emphasis on hands-on, collaborative research and discovery-based learning
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Web Services
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Part of Information Services
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UR IS is Centralized
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We are a MISO Organization – Merged with Library
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Organized by
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Systems and Networks
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Help Desk
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Telecommunications
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Multimedia
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Library
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Digital Scholarship
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Center for Teaching & Learning Technologies
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Web Services
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Problem statement
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Excessive Pent-Up Demand for site modernization, Web Applications and More
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85+ sites to migrate into Cascade
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15+ new sites to build in Cascade
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20+ Old Frontpage/Dreamweaver sites to migrate off of very old Solaris Servers
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~4000 user web accounts and 50+ student organization web accounts to support and migrate to Linux
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Small Team
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4 – Director, Developer, Senior Developer, Trainer/Consultant/BAS
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New to Cascade
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Uneven technical skills
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No Former Project Managers
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Vision
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Satisfied Customers & Satisfied Team
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Excellent Quality
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Migrate to a Standard Architecture
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Linux, Apache Oracle + MYSQL, PHP
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Standard tools
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Eliminate Plethora of Old Systems and Tools
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Front Page
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Solaris
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Cold Fusion, PERL, Other CGI
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Unsupported PERL, PHP, JAVA and other open source widgets
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Home grown CMS System – ISPIN
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NetTracker
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Build Robust Applications
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Campus Web Crawler
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News Article Server
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Forms Poster
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Undergraduate School Catalog in Cascade
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Improve Web Security
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Become a Site Factory!
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Approach
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Collaborate within and outside of the University
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HiEdCascade List
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URWebTechList
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Internal Wiki – Confluence
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Cascade Forum
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Form strong partnership with Marketing Communications and Campus Units
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Ensure site migration and other major work is prioritized
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learn to say “no”
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Drive for standard tools, techniques, processes
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Go Agile/Scrum – Inspect and Adapt
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Cascade
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Crawl, walk, run
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Experiment
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Have fun
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System Environments
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Isolated and Scalable Systems
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Separate Production DB / Cascade and Web Servers
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2 x Dual Core Zeon 3GHZ / 4 GB RAM
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Linux Redhat OS
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Apache 2.x Web Server
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PHP 5.x
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Robust Load Balanced Web Servers
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Flexible Development and Test Environments
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Extensive use of VMware
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Web Servers
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Test and Training cascade Envs
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DB Servers
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Plethora of Apache Virtual Hosts
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Why Traditional Development Stages Don’t Work for CMS
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Development/Test/QA/Production Staging
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New migrations/sites under development
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Changes are not isolated to developers code
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Production Sites
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Changes are not isolated to developers code
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For Significant /Radical Development
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Copy production to test facility
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Develop there
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Coordinate with content publishers/managers
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Migrate back into production
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They still work for CGI programs
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devsitename.richmond.edu or developerX.richmond.edu
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testsitename.richmond.edu
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qasitename.richmond.edu
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sitename.richmond.edu
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Best Practices
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Early and Often
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Inspect and Adapt
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Learn
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Learn XSLT and XML
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Good Tools – See appendix
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Books
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O’REILLY XSLT cookbook
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O’REILLY Learning XSLT
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XSLT 2.0 Programmer’s Reference (Programmer to Programmer)
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Web Sites
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Get Intimate with Content Reuse and Use it
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Experiment
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Review Examples
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Ask Others
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Some of Our Examples
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Faculty Staff Bios
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Course Descriptions
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Photo Slide Show
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Event listings
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Experiment and Play
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Keep Cascade Examples – Make Copies to Modify
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Collaborate with HiEdCascade and Cascade Forum
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Did I mention collaborate
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Read the HH Docs and Practice Creating Sites
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Mind Meld Needed for Cascade Be Patient
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Become One with It
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Study / Set Up
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Configuration and Configuration Sets
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Targets
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Transports and Destinations
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Templates
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Blocks
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Document what works and does not
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Establish a consistent Cascade and Web Server Folder Structure
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Mirror structure on web (somewhat)
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Define your processes and Deliverables
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Sub-Teams
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Handoff/Deliverables
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e.g., Site Package
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IA
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Nav Structure
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CSS files
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XHTML Templates
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Assumptions
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Dependencies
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Complications
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Content Reuse
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Domain Name(s)
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Old URLS that need redirects
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Location of Content
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Collaboration Tools
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Establish Milestone Dates
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Deployment Plan
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Detailed
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By role (AS, Network, Web Services, etc.)
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Account for new and migrated sites
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Down time
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Roll back plan
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On Going
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Leverage Others
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Cascade User Forum
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JIRA Tickets
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Test Cascade Version upgrades before production rollout
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Know when “good enough is good enough”
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Validate your HTML templates
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Achieve common item usage
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HTML Templates
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CSS
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Images
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Export Production CAS Data and Import to Test Env for Big Changes to Production Sites
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Users
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Provide User Training
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Introduction to Cascade
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Audience
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Contributors
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Publishers
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Managers
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Structure
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Hands on Interactive
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3 Hours Long
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Every user has a practice account and mini-site
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Users have access to their mini-site for up to 60 days
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<=10 People/class
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Cascade Overview
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What is a CMS
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Blocks & Reuse
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Pages
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Templates
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Users
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Workflow and Permissions
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Practice Exercises
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Editing and Adding Content
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Formatting
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Links
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Creating New Assets
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Publishing
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Wrap Up
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Lunch and Learn Brown Bags
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Being developed now
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Focus on 1 to 3 special topics
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UR User Community Support
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Being Developed Now
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One-on-One when needed
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Wiki content
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Blogs – web trainer and web ace
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List Server
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Spiderbytes Emails
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Challenges
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Copy Mini-Site over and over again
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Mini-site changes – Requires Lots of Work
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Changes to Cascade
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Audience Attendance!
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Have Content Parties
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Purpose: Migrate old content and insert new and revised content
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Training usually immediately before content party to reinforce learning
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Attended by
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Students
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Site Owners and their staff
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Web Services Trainer and 1 Developer
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Others as available and as needed
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Environment
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Computer lab area
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Music
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Food and Drink
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Approach
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Cut paste Content
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Eliminate Formats
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Cut from Page
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Paste in text only Editor
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Cut again and paste into default region
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Add attachments (PDFs, images, etc.)
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Fix Links
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Initial QA
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Approximate Metrics
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~ 5 mins / page / person
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Includes everything except initial QA
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Support Your Users
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30 users = 1 hr / week support needed
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Anticipate 100+ users
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Building local community of practice
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Quality Assurance
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Before Cascade Site Construction
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Define project processes/workflow
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Meetings
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Deliverables
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Milestones
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Roles and Responsibilities
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Know your site audience
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Have an information architecture
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Navigation prototype
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Establish project sub-team expectations
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Validate HTML Templates and CSS
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include dtd specification
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For Cascade XHTML/HTML must be well formed XML
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use one of the validation services or software
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Define browser compatibility targets
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Know your audience
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Know the trends
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During Site Construction
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Use test driven development
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Test, test often, test again
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test cgi programs outside and inside of Cascade pages
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visual inspection of pages
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Macro – Web Services
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Micro Look and Feel – Marketing Communications
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Content – Site Owner Team
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Consider refactoring XSLT
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Iterate through navigation
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Test with All target Browsers – Especially IE Versions
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Collaborate
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announce changes to testers
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announce publish events
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Know when “good enough is good enough”
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Publish to test site often
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Check for broken links
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Post Construction and Post Deployment
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Check for Broken Links
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Test cgi programs
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Visual inspection of pages
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Iterate through navigation
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Publish often
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Throughout
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Collaborate
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Did I say collaborate?
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Inspect and Adapt – How Can We do This Faster / Better / Cheaper?
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Reduce “LINK ROT”
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Inventory inbound Campus Links
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Inventory published Links (print, applications, etc.)
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Devise Rewrites and Redirects to minimize 404′s
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Add WWW prefixes if desired
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What we like about Cascade
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Ease and Speed of Content Entry
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Content Reuse
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WYSIWYG Content Entry
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Folder driven Nav
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Publishing Sites
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Repeatability of Our Work
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Improvements We Would Like
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Copy a Site
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Form builder (the php form builder has never been clear)
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Concept Based Cascade Documentation
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One template for many targets
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Better Version Testing & Reliability
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Smart Publishing
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RSS generation
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Improved Workflow
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Progress to Date
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Migrated 7 sites w/1000 pages
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Replaced formmail and frontpage form system
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Migrated/Detangled 90 percent of tangled Solaris sites to Linux
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Built Campus Web Crawler and other applications
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Established WordPress MU as blogging platform – October go live month
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Established Agile/Scrum team with 2 CSMs
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On track for ~50 cascade sites by end of 2007 w/3500 pages
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A Work In Process
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Continuously improving processes
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Building Undergraduate Catalog in Cascade and Java
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ExportCatalog to inDesign CS3 for Print
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Include catalog sections in Academic sites
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DB driven course search tool students and prospects
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Export course description to Banner ERP system
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Building News article publishing components in Cascade and PHP
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Building & Deploying 42 Arts and Sciences Sites by December
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33 Academic department sites
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A&S Home & 7 special sites
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Contact Info
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Eric F. Palmer
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(804)-287-6591 Office
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(804)-405-7404 Cell
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AOL IM: DaddyOh234
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Twitter: DaddyOh
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Presentation in Blog Post
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Appendix
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Campus Web Crawler
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Campus Overview
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Development/Test Sites Excluded
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Site Overview
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Site Broken Link Overview
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Site Broken Link Details
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Campus Inbound Links to a Site
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Example sites
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Admissions
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Business
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WWW Home Pg
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Financial Aid
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Student Jobs
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UR History
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Tools
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Images / Process Worflow Diagrams / Wireframes
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XHTML / XML / XSLT
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Link Checking
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Campus Web Crawler – Free
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Can answer the question – who on campus links to a site or part of a site
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Open Source
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Developed by Web Services Team
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Oracle/PHP Based
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Send e-mail for more info
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Collaboration / Blogging
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Blogging – WordPress MU – Free
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Training Material Development
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CGI / DB
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DB
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Web Stats
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OS/HW
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Text Editors
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Notepad
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