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CMS User Guide

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Christine Thomas edited this page Sep 14, 2023 · 89 revisions

Introduction

The Content Management System (CMS) is where we update content for the new onrr.gov website. The CMS is built with Directus, meaning that the user interface is a no-code presentation layer for data and content. The purpose of this users guide is to help everyone tasked with updating/modifying the new onrr.gov site navigate through the new CMS user interface.

Table of Contents

Building a new webpage

To create a new webpage:

  1. Navigate to the Content section and click on Pages
  2. Click the ‘Plus’ button on the top right of the Pages display

Image of the main CMS page, with the Pages location and Plus button highlighted

  1. Clicking the ‘Plus’ button will open a new ‘Creating Item in Pages’ display, as shown below:

Image of the ‘Creating Item in Pages’ display, showing the sections described in Step 4 below

  1. Fill out the following information:
    • Set the Status to ‘Published’
      • Note: this might change soon
    • Set an appropriate webpage title
    • Set the slug to what you want to url title to be
      • Example: the Public Affairs webpage slug is set to “public-affairs”
    • The url sequence is automatically filled in when you set the Parent webpage location
    • Select the Hero Image by clicking the 3 grey dots on the top right of the Hero Image box
      • Each main category (Getting Started, Reporting, References, Paying, Compliance & Enforcement, Indian Resources, About ONRR) has a specific Hero Image
      • Make sure you use the correct Hero Image for where your new webpage is residing
    • Set the Parent webpage location
      • Example: for Public Affairs, the Parent would be set to “About ONRR”
    • Keep the Template set to default
  2. Once you fill out this information, be sure to click the “Check Mark” at the top right of the page.
    • If you do not click this, your new webpage will not be saved.
  3. After clicking the “Check Mark”, your new page is created.
    • You can now move on to adding content within the webpage.

Setting up tabs

To create tabs within a page:

  1. Navigate to the page you want to modify
  2. Scroll down to the “Page Blocks” section
  3. Decide if you need to create a new Tab Block or if you can apply an existing one
  4. To add an existing tab block, click the “Add Existing” drop down and select “Tab Block”
    • Then, search for the existing tab block you want to add
    • Since all of the content will already be in the existing tab block, there is no need to add any, and your task is complete

Image of the Page Block with "Add Existing" button clicked to show the "Add Existing Tab Block" option

  1. To create a new Tab Block, click the “Create New” drop down and select “Tab Block” as seen in the image below:

Image of the Page Block with "Create New" button clicked to show the "Create New Tab Block" option

  1. This will open a “Creating Item in Tab Block” window
    • Set the status to published
    • Create a tab block label

Image of the “Creating Item in Tab Block” window, with the Status and Lab Block Label inputs highlighted

  1. For each tab, you will need to first create a “Tab Block Label”
    • Add tab block labels by clicking the “Create New” dropdown and selecting “Tab Block Label”
    • The labels will appear in orange within the Tab Blocks panel

Image of the Tab Block with "Create New" button clicked to show the "Create New Tab Block Label" option

  1. Add the content you want within a tab below the orange tab block label

Image of a completed tab block showing the orange tab block labels with card and content blocks beneath

  1. Remember to click all “Check Mark” buttons at the top right of each page to save your work!
  2. Great examples of tabs and nested tabs can be found on the following CMS pages:

Setting up accordions

To create expansion panels within a page:

  1. Navigate to the page you want to modify
  2. Scroll down to the “Page Blocks” section
  3. Decide if you need to create a new accordion or if you can apply an existing one
  4. To add an existing accordion, click the “Add Existing” drop down and select “Expansion Panel”
    • Then, search for the existing expansion panel you want to add
    • Since all of the content will already be in the existing expansion panel, there is no need to add any, and your task is complete
  5. To create a new accordion, click the “Create New” drop down and select “Expansion Panel” as seen in the image below:

Image of the Page Block with "Create New" button clicked to show the "Create New Expansion Panel" option

  1. This will open a “Creating Item in Expansion Panel” window
    • Set the status to published
    • Create a tab block label
  2. Still within the “Creating Item in Expansion Panel” window, you will first need to create an “Expansion Panel Block Label” for each accordion you want to have
    • Create a unique name for the block label. This name will display on the webpage
    • The labels will appear in orange within the Expansion Panel Blocks

Image of a completed expansion panel block showing the orange expansion panel labels with card and content blocks beneath

  1. Add content you want within a given accordion below the appropriate orange Expansion Panel Label
  2. If the accordion needs to default to open, return to the Expansion Panel. In the Open by Default Field, click on Select an Item. From the Select Item list that opens, find and select the unique Expansion Panel Block Label you just created. Hit the check button in the upper right

Screenshot of select item window with the select and check button highlighted

  1. Remember to click all “Check Mark” buttons at the top right of each page to save your work!
  2. Great examples of accordions can be found in the following CMS pages:

Setting up cards

To create cards within a page:

  1. Navigate to the page you want to modify
  2. Scroll down to the “Page Blocks” section
  3. Decide if you need to create a new card block or if you can apply an existing one
  4. To add an existing card block, click the “Add Existing” drop down and select “Card Block”
    • Then, search for the existing card block you want to add
    • Since all of the content will already be in the existing card block, there is no need to add any, and your task is complete
  5. To create a new card block, click the “Create New” drop down and select “Card Block” as seen in the image below:

Image of the Page Block with "Create New" button clicked to show the "Create New Card Block" option

  1. This will open a “Creating Card Block” window (pictured below)
    • Set the Status to published
    • Create a Block Label
    • Choose a Block Color
      • Secondary Blue – Contact Info
      • Yellow – Cautions and Announcements
      • Purple – Information and Contact Us/Troubleshooting
      • Primary Blue – Everything else
      • Specifically for the Homepage: Primary Blue = Nav Categories, Secondary Blue = Quick Actions, Yellow = Announcements, Purple = Documents (press releases, reporter letters), Green = NRRD
    • Decide the “Block V Col”
      • 12 for full page length
      • 6 for half page length
      • 4 for 1/3 page length
    • Decide if you want your cards to have Equal Column Height
    • Then finally, add your content

Image of the Card Block input items, which are listed above in Step 6

  1. Remember to click all “Check Mark” buttons at the top right of each page to save your work!
  2. Great examples of card blocks can be found in the following CMS pages:

Adjusting content dimensions

  1. For all page builder options (Content Block, Tab Block, Card Block, and Expansion Panel), there is the “Block V Col” input option within each Block.
  2. You can adjust this “Block V Col” in the following ways:
    • 12 = full page width
    • 8 = 2/3 page width
    • 6 = 1/2 page width
    • 4 = 1/3 page width
  3. Instead of manually adjusting “Block V Col” for each Block, you can instead use the “Layout Column Block”
    • This is found under Page Blocks, within Add Existing:

Image of the Page Block with "Add Existing" button clicked to show the "Add Existing Layout Column Block" option

  1. Within the Layout Column Block, you have the option to set the width to 4 (1/3 page width) and 8 (2/3 page width)

Image of the Layout Column Block, showing the width options of 8 and 4

  1. When you add a Layout Column Block, they act much like the orange Tab Block Labels and orange Expansion Block Labels described in sections above.
    • You put content you want to have a specific page width under the purple Layout Column Block.
    • Content beneath the Layout Column Block should have their “Block V Col” with set to 12, as there is no need to adjust since that is the Layout Column Block function

Image of the Layout Column Block added to the Page

  1. Remember to click all “Check Mark” buttons at the top right of each page to save your work!
  2. Great examples of different content dimension options can be found in the following CMS pages:

Adding images and proper tagging

  1. Before adding an image to a page, you must first add the image to the Images File Library

Image of the Images File Library, with the file location and Plus button highlighted

  1. Click the “Plus” button at the top right of the Images File Library
    • This will give you the option to drag and drop your file into the library
    • You can also click the 3 vertical dots to import a file from a url

Image of the Add File window, where you can drag and drop your file into the library

  1. Once your image is added to the Images File Library, click on the image and fill out the following information:
    • Title – give the image a clear title
    • Description – add the appropriate Alt Text for 508 Compliance here
    • Tags – Used to internally find/sort images or externally produce search results that leads users to their desired image via search engine indexing. When tagging images, always include tags for the breadcrumbs of the image location in addition to any helpful descriptions.
      • Tags should include spaces between words.
      • Tags should use capitalization related to the location titles or proper nouns and names.
      • Tags should use ampersand (or "&") if it is used in a breadcrumb location title or proper noun or name. Otherwise, descriptive tags should spell "and".
      • Tag example for Kimbra Davis’s director picture, tags include “About ONRR” “Organization & Leadership” “Leadership” “Director Pic” “Kimbra Davis”

Example of the Image data needed to be filled out, as explained in Step 3 above

  1. Remember to click all “Check Mark” buttons at the top right of each page to save your work!
  2. Please browse the Images File Library to better familiarize yourself with proper methods of titles, alt text, and tagging
  3. Once the image and all the image’s metadata is saved within the Images File Library, you can now add it to a page
    • Navigate to your desired page and content block that you want the image added
    • Within the Block Content, click the grey “Plus” button on the left side, and click the image icon
    • Select the option to Choose File from Library
    • The Images File Library will appear, then you can search for your desired image by the image title.
    • Click the circle to the left of the image title to select it, then click the “Check Mark” button at the top right to save and add it to your page
    • Your image is now incorporated as part of your page content!

Image of the Block Content, with the Plus button and add image icon highlighted

Image of the Upload File from Device window, with Choose File from Library highlighted

Image of the Images File Library, with the search and save functions highlighted

  1. Remember to click all “Check Mark” buttons at the top right of each page to save your work!

Adjusting images

  1. Once you have an image uploaded and saved on a page, there are a few options to adjust the alignment and dimensions
  2. To adjust image alignment:
    • Click on the image within your page, and a grey box with 4 black dots will appear at the top right side of the image.
    • Click on this box, and you will get the option to align the image to the right, center, or left of the page

Example image showing the alignment options

  1. To adjust image width and height:
    • Scroll down below the image, and there are input options to adjust the width and height
    • You have to manually decide how you want these width and height numbers to change, so it can take some guesswork to get your ideal image size

Example image showing the Width and Heights adjustment options

  1. Remember to click all “Check Mark” buttons at the top right of each page to save your work!
  2. Great examples of different image dimension options can be found in the following CMS pages:

Creating tables

To create tables:

  1. Navigate to the page and page block where you want to add your table
  2. Within the block content section:
    • click the grey “Plus” button on the left side,
    • and then click the table icon

Image of the Block Content, with the Plus button and add table icon highlighted

  1. Once clicking the table icon, a table format will appear
    • Click the grey plus on the right side to add columns
    • Click the grey plus at the bottom to add rows

Image of initial table format, with the plus icons highlighted

  1. You can click the grey “4 dots” to the right of the table to:
    • Add (or remove) headings
    • Align text to left, right, or center
    • Move the location of the table within the block content
    • Delete the table entirely

Image of the "4 dots" menu, showing heading, alignment, and moving options

  1. When hovering your cursor over the table cells, the grey “4 dots” option menu appears for both columns and rows
    • For the columns, this menu lets you add columns to the left or right of the selected column, or delete the column entirely
    • For the rows, this menu lets you add rows above or below the selected row, or delete the row entirely

Image showing the column adding options Image showing the row adding options

  1. Add content in the table cells the same way you would do in Excel
  2. Remember to click all “Check Mark” buttons at the top right of each page to save your work!
  3. Here are some great examples of tables within the CMS:

Adding external links

To add external links:

  1. Navigate to the page and page block where you want to add your link
  2. Within the block content section, highlight the text that you want to associate with the external hyperlink
  3. Right-click on the highlighted text and an options menu will appear
  4. Click on the “link” option

Image of the options menu with the link icon highlighted

  1. A text box will appear for you to add the desired url

Image of the text box where you add the url

  1. Once you insert the desired url, hit “enter” and they hyperlink will be incorporated into your text

Image of the text, now with a hyperlink

  1. That’s it! Remember to click all “Check Mark” buttons at the top right of each page to save your work!

Adding internal links

To add internal links:

  1. Navigate to the page and page block where you want to add your link
  2. Within the block content section, highlight the text that you want to associate with the external hyperlink
  3. Right-click on the highlighted text and an options menu will appear
  4. Click on the “link” option

Image of the options menu with the link icon highlighted

  1. A text box will appear for you to add the desired breadcrumb

Image of the text box where you add the url

  1. Once you insert the desired breadcrumb, hit “enter” and they hyperlink will be incorporated into your text

Image of the text, now with a hyperlink

  1. That’s it! Remember to click all “Check Mark” buttons at the top right of each page to save your work!

Adding button links

To add button links:

  1. Navigate to the page and page block where you want to add your button link
  2. Within the block content section, highlight the text that you want to associate with the button link
  3. With the text highlighted, an options menu will appear
  4. Click on the “inline link” option
  5. Once in the inline link editor, click box next to "Button:" and add the desired link into the text box

Image of the inline like editor, with the box next to button checked and a url in the text box

  1. After you add the desired link in the text box, click the "Create External Link" button
  2. A grey button preview will now appear at the top of the inline link editor
  3. Then, click "Add" to add the button to the page and save your work in the inline link editor

Image of the inline like editor, with the button preview

  1. After adding the button, you will see the grey button in your page block

Image of the page block showing the grey button

  1. Save your work. Remember to click all “Check Mark” buttons at the top right of each page to save your work!
  2. In preview, dev, and the live site, the button will with the correct design formatting (blue button with white type)

Image of the live site showing a functional button

Adding documents and proper tagging

To add PDFs, Microsoft, text, and other documents:

  1. Use the file folder icon in the far left navigation to open the file library
  2. Select the correct folder for your file: documents, collections, or a subfolder within those
  3. Use the purple + on the upper right to add a new file:

Screenshot of Documents section, with add new file button highlighted

  1. In the box that opens, either drag and drop or browse for your file
  2. On the next page, enter a title and tags for the document
    • Title – give the file a clear and unique title
    • Tags – Used to internally find/sort documents or externally produce search results that leads users to their desired document via search engine indexing. When tagging documents, always include tags for the breadcrumbs of the document location in addition to any helpful descriptions.
      • Tags should include spaces between words.
      • Tags should use capitalization related to the location titles or proper nouns and names.
      • Tags should use ampersand (or "&") if it is used in a breadcrumb location title or proper noun or name. Otherwise, descriptive tags should spell "and".
      • Tag example for Minerals Revenue Reporter Handbook pdf, tags include “Reporting” “Oil & Gas Revenue” “References” "prepare Report of Sales and Royalty Remittance"

Image of the File window, with Title and Tags input fields highlighted

  1. Remember to click all “Check Mark” buttons at the top right of each page to save your work!
  2. Your document is now uploaded properly
  3. You can search for and edit documents within the File Library
    • When you use the "Replace File" function, the file being replaced will be removed from the CMS and the new file will be live on the website right away.

Linking to PDFs and other documents

Now that your document is properly uploaded and tagged, you are ready to link the document in a webpage

  1. Navigate to the page you want to add your document to
  2. Within the page, select the Page Block where you want the document to be linked
  3. Type in the text you want to display for the document link, then highlight and right click the text
  4. An option bar will appear:

Image of the option bar with the "inline" button highlighted

  1. Click the “Inline” button, and a window with a list of all documents will appear
    • Documents saved to that specific page should appear fist
    • You can also use the keyword search feature to find your document

Image of the "inline" window highlighting the keyword search

  1. Find the document you want to add, then click on the document name
    • The document will be listed above the “Inline” label and search options
  2. Once you see your document selected, click the “Add” button

Image showing the document selected within the "inline" window, with the Add button highlighted

  1. Once the Add button is clicked, the document is now linked in the Block Content

Image of the linked document within the Content Block

  1. Remember to click all “Check Mark” buttons at the top right of each page to save your work!
  2. To add multiple documents as a list: instead of typing out the text you want to display for the document link, just do a space then highlight and right click that space like in Step 3
  3. Open the “Inline” option again and make the following selections:
    • Label = Replace
    • Type = List
  4. Once you update the Label and Type selection options, search for the documents you want to list
  5. Click on the documents one at a time, and you should see them listed like in Step 6 above
  6. Once you have all documents listed, click Add

Image of the "inline" window with the Label and Type options highlighted

  1. You should then see the documents links as a list in your Content Block
    • The document links will have the same name as the document file name

Image of the completed documents link list in the Content Block

  1. Remember to click all “Check Mark” buttons at the top right of each page to save your work!
  2. Troubleshooting Note: If you see multiple “PDF” icons on the dev site, it means you added and improperly deleted the linked document multiple times. To fix this, you will have to delete the entire line of text (or list) and start over. It is a frustrating bug that will hopefully get fixed.

Updating and archiving documents

Updating documents

Many documents on onrr.gov are updated on a regularly basis. We have documents that are updated monthly, quarterly, and annually.

For documents that need to be replaced with an updated version of the same document:

  1. Navigate to the "Documents" folder within the File Library of the CMS.
  2. Find the document you need to update by using the search.
  3. Click the purple "Replace File" button.
  4. Upload the updated file.
  5. Make sure the title stays the same (sometimes an update can change the title)
  6. Add notes about your update in the Description box.

NOTE: You can update images in this exact same way.

Image of the replace file function within the Documents folder of the CMS

Archiving documents

Sometimes we get SME requests to completely remove a document from the website.

To remove a document:

  1. Navigate to the "Documents" folder within the File Library of the CMS.
  2. Find the document you need to remove by using the search.
  3. Drag that document to the "Archive - Documents" folder that is nested within the "Documents" folder.
  4. Add a note within the Description box on why it's being archived.
  5. Remember to remove any instance of the document link within webpages.

NOTE: You can archive images in this exact same way.

Image of the archive file function within the Documents folder of the CMS

Updating collections

Note: this is a general description of how to update a collection; while the images show a specific collection, this is generally applicable to all collections.

  1. Review the document (PDF or Excel) to ensure it is 508 compliant and that the document reflects the correct format, using previous formats as guidance.
  2. Navigate to the collection that you will update in the Content panel.

image

  1. Click on the purple "Plus" button in the top right corner to add the new file.

image

  1. Clicking the "Plus" button will open a new display.
  2. In this display there are several fields to fill out:
    • Under “Status”, select “Published”
    • Under “Spreadsheet” or "File", upload the document that you want to add.
    • Review the details, such as the title, date, etc. to ensure they are correct.
    • Click on the purple "check" button on the top right corner to save the addition.

image

  1. After the update is saved, at the top of the list in this collection, you should see the file that you just uploaded.
    • If the file you just uploaded is located somewhere else in the collection list, you should use the two gray parallel lines to the left of the file name to drag it to the top of the list.

image

  1. Review all of the files to ensure they are in the correct order (with the file you uploaded recently at the top). If any files are out of order, reorder them in the list.
  2. Go to the page that holds the collection on the Dev site and check that the content has been updated with the file you uploaded. Send this link to the SME for review.
  3. After the SME reviews the changes and approves, select the updated collection entry by checking the box to the left of its name, and then expanding the flow tool on the right panel and clicking the Publish button.

Updating press release collection

  1. Navigate to the press release collection

  2. Click on the “Plus” to add a new item as shown below.

Image of the Press Release Collection in the CMS

  1. Clicking the “Plus” button will open a new “Creating Item in Press Releases” display, as shown below:

Image of creating a new item in press release collection in the CMS

  1. In this display there are several fields to fill out
  • Under “Status” select “Published”
  • Under “Title” copy and paste the title from the press release document
  • Under “Date” add the date from the press release document
  • Under “File” select “Upload File from Device” and upload the press release document.

Image of uploading a new file in press release collection in the CMS

  1. Under “Excerpt” copy and paste the first paragraph from the press release document.

  2. This is what a completed entry looks like once you’ve added all information.

Image of a completed press release entry in press release collection in the CMS

  1. Remember to click all “Check Mark” buttons at the top right to save your work!

  2. Go to the main press release collection page in the CMS and verify that your new press release appears at the top of the page. Click on the left-hand menu at the top to view the order. Drag your press release to the top of the page if it isn’t already there.

Image of the press release collection after adding a new press release in the CMS

  1. Verify that the press release appears in dev at the top of the press release collection on the public affairs page and on the home page.

  2. Once you have verified that the press release looks correct in dev, go to the main press release collection in the CMS. Click on the check box as shown in the image below to select the press release. Then expand the “Flows” menu on the right-hand side as shown below. Click the purple “Publish” button to publish your press release to the live site.

Image of publishing a new press release flow from the press release collection in the CMS

  1. Verify that your press release shows up properly on the live site in the Press Release collection and on the home page. The images below show how the press release should appear.

Image of the press release collection on the homepage

Image of the press release collection on the public affairs homepage

Adding the GOMESA press release (or disbursements press release)

  1. Follow the steps in the “Adding a new press release”. Once completed follow steps 2-1 to add the rest of the relevant information to the website.
  2. Under “Pages” on the left-hand menu in the CMS, find the “Home” page and open it by clicking on the line item. Once on the “Home” page, navigate to and open the Card Block “Revenue Statistics”.

Image showing the homepage and the revenue statistics card block in the cms

  1. In “Revenue Statistics”, navigate to the Content Block “Homepage Statistics” and open it.
  2. Update “Status” to “Published” as shown below step 6.
  3. Within “Block Content” update “Fiscal year xxxx GOMESA disbursements to the year in the press release and update the disbursements amount (shown in the image below step 6).
  4. Relink “GOMESA Press Release” to the new file. Refer to the Adding internal links in the CMS user guide for help (shown in the image below step 6).

Image showing homepage statistics card block in the cms

  1. Remember to click all “Check Mark” buttons at the top right to save your work!
  2. Verify that the information appears properly in dev.

Image showing revenue statistics in dev

  1. Once you have verified that the information is correct in dev, go to the main “Pages” page in the CMS. Click on the check box next to “Home” as shown below to select the “Home” page. Then expand the “Flows” menu on the right-hand side as shown below. Click the purple “Publish” button to publish your information to the live site.

Image showing revenue statistics publishing flow

  1. Verify that the information appears properly on the homepage and check the press release link to make sure it opens the file and goes to the right document.

Image showing final revenue statistics on the homepage

Updating pricing collections

Indian Gas Major Portion Pricing

  1. Navigate to the Indian Gas Major Portion Pricing collection
  2. Click on the “Plus” to add a new item as shown below:

Image of the Indian Gas Major Portion content page, with location and Plus button highlighted

  1. Clicking the ‘Plus’ button will open a new ‘Creating Item in Indian Gas Major Portion’ display, as shown below:

Image of the "Creating Item in Indian Gas Major Portion" window, showing the option fields described in Step 4

  1. In this display there are several fields to fill out
    • Under “Status” select “Published”
    • Under “Spreadsheet” select “Upload File from Device” and upload the month that you want to add. There is a separate spreadsheet for each month and year so there will be 12 spreadsheets to upload annually. Refer to existing spreadsheets for an example if you are asked to create these spreadsheets.

Image of the Upload File window

  1. Under “Index Zone” select “Create New” and then type in your “Designated Area”, “Price”, and “Due Date” as shown below. You will need to do this for each Index Zone you are adding.

Image of the Create New window, showing options listed in Step 5

  1. This is what a completed month looks like once you’ve added all information

Image of a completed month, with Status, Spreadsheet, Date, and Index Zones filled out

  1. Remember to click all “Check Mark” buttons at the top right to save your work!
  2. Repeat steps 1-5 for each month that you are adding to the site

Indian Gas Index Zone Pricing

  1. Navigate to the Index Zones collection
  2. Click on the “Plus” to add a new item as shown below:

Image of the Index Zones collection, with the plus button highlighted

  1. Clicking the ‘Plus’ button will open a new ‘Creating Item in Index Zones’ display, as shown below:

Image of the "Creating Item in Index Zones" display, with the status and spreadsheet inputs highlighted

  1. In this display there are several fields to fill out
    • Under “Status” select “Published”
    • Under "Date" select the first of the month for the month you are uploading
    • Under “Spreadsheet” select “Upload File from Device” and upload the month that you want to add. There is a separate spreadsheet for each month and year so there will be 12 spreadsheets to upload annually. Refer to existing spreadsheets for an example if you are asked to create these spreadsheets.
    • Once the spreadsheet is uploaded, click the “Check Mark” at the top of the page, and all data should auto-populate
  2. Remember to click all “Check Mark” buttons at the top right to save your work!
  3. Repeat steps 1-5 for each month that you are adding to the site.

IBMP Pricing

  1. Navigate to the IBMP collection
  2. Click on the “Plus” to add a new item as shown below:

Image of the IBMP collection, with the plus button highlighted

  1. Clicking the ‘Plus’ button will open a new ‘Creating Item in IBMP’ display, as shown below:

Image of the "Creating Item in IBMP" display, with the status and spreadsheet inputs highlighted

  1. In this display there are several fields to fill out
    • Under “Status” select “Published”
    • Under “Spreadsheet” select “Upload File from Device” and upload the month that you want to add. There is a separate spreadsheet for each month and year so there will be 12 spreadsheets to upload annually. Refer to existing spreadsheets for an example if you are asked to create these spreadsheets.
    • Once the spreadsheet is uploaded, click the “Check Mark” at the top of the page, and all data should auto-populate
  2. Remember to click all “Check Mark” buttons at the top right to save your work!
  3. Repeat steps 1-5 for each month that you are adding to the site. Note: if you need to update any of the prices, you will need to enter the data points manually or delete the month(s) that need to be updated and then go through steps 1-5 for each month you need to update.

NYMEX Pricing

  1. Navigate to the NYMEX collection
  2. Click on the “Plus” to add a new item as shown below:

Image of the NYMEX collection, with the plus button highlighted

  1. Clicking the ‘Plus’ button will open a new ‘Creating Item in NYMEX’ display, as shown below:

Image of the "Creating Item in NYMEX" display, with the status and spreadsheet inputs highlighted

  1. In this display there are several fields to fill out
    • Under “Status” select “Published”
    • Under “Spreadsheet” select “Upload File from Device” and upload the month that you want to add. There is a separate spreadsheet for each month and year so there will be 12 spreadsheets to upload annually. Refer to existing spreadsheets for an example if you are asked to create these spreadsheets.
    • Once the spreadsheet is uploaded, click the “Check Mark” at the top of the page, and all data should auto-populate
  2. Remember to click all “Check Mark” buttons at the top right to save your work!
  3. Repeat steps 1-5 for each month that you are adding to the site.

Contacts

Adding a new contact in the collection

Adding new contacts should only be done by the ODDD team.

  1. Navigate to the Contacts collection

  2. Click on the “Plus” to add a new item as shown below: Image of the main CMS page, with the Contacts location and Plus button highlighted.

  3. Clicking the ‘Plus’ button will open a new ‘Creating Item in Contacts’ display, as shown below: Image of the ‘Creating Item in Contacts’ display, showing the sections described in Step 4 below.

  4. Fill out fields for the contact group:

  • Status (required): select “Published”
  • Page (required)/Tab/Accordion: Type in the topics the contact is for. Page is required, tab and accordion are optional. Example: Page: Indian Services, Tab: Federal Indian Minerals Office (FIMO), Accordion: FIMO Headquarters Contacts

Acceptable values:

  • Getting Started
  • System Access
  • Leases & Agreements
  • Oil & Gas Production
    • Onshore
    • Offshore
  • Oil & Gas Royalty
  • Oil & Gas Rent
  • Solid Minerals
  • Geothermal
  • Payments
    • Federal accounts receivable
    • Indian accounts receivable
    • Debt collection
    • Other
  • Contact Info Updates
  • Valuation & Pricing
  • Compliance & Enforcement
    • Compliance
    • Enforcement & Litigation Support
    • Appeals & Sureties
    • Cooperative Agreements
  • Indian Services
    • Regional IIMO Contacts
    • Federal Indian Minerals Office (FIMO)
      • FIMO Headquarters Contacts
      • Albequerque, NM
      • Crownpoint, NM
      • Farmington, NM
      • Gallup, NM
      • Ignacio, CO
      • Shiprock, NM
      • Window Rock, AZ
      • Window Rock, NM
    • Indian Energy Service Center (IESC)
    • Tribal Contacts
  • Information requests
  • Website Feedback
  • Company Yn: Check “enabled” if the contact is associated to a company and should be included on the Contacts by Company page.
  • Letter: If the contact is associated to a company, indicate the letter it should be associated with on the A-Z navigation.
  • Header (required): Type in the value for the header bar for the group of contacts. In the example below, it would be “Alaska”. Image of a contact group showing a header and three contact cards.
  • Company Name: If the contact is for a specific company, type in the company name. If the contact is for companies that start with a letter, type in “Companies starting with: A-C”. This will be used for the Contact by Company page.
  • Operator Number: If the contact is for a specific company, type in the operator number. This will be appended to the header, if present. Currently only used for offshore production contacts.
  • Agency: For Indian contacts that are with other agencies, type in the agency. This will be appended to the header, if present. Currently only used for FIMO and IESC contacts.
  1. Fill out fields for each individual contact you want to add (up to 6 for each group). Image of the primary contact section in ‘Creating Item in Contacts’ display, showing the sections described in the bulleted steps below.
  • Primary Contact/Contact 2/Contact 3/Contact 4/Contact 5/Contact 6: The name of the contact you are adding or the group name for group email boxes. You can also add a title after a comma, if that is necessary.
  • Primary Role/Role 2/Role 3/Role 4/Role 5/Role 6: The role of the contact. Acceptable values: Primary Contact, Back-up Contact, Supervisor, Manager
  • Email: The email address of the contact.
  • Phone: The phone number of the contact.
  • Fax: The fax number of the contact.
  1. Remember to click all “Check Mark” buttons at the top right to save your work!

Updating a contact in the collection

  1. Navigate to the Contacts collection.

Image of Content menu with Contacts selected.

  1. Use the search field to find the contact you want to edit. Image of the main CMS page, with the Contacts location and search field highlighted.

  2. Click on the contact line you want to open to edit it. See section about adding a contact for details on the fields. Image of the ‘Editing Item in Contacts’ display, the name that was searched in the previous image is highlighted.

  3. Remember to click all “Check Mark” buttons at the top right to save your work!

Adding the contacts collection to a page

  1. Navigate to the page and page block where you want to add your table.
  2. Within the block content section:
  • click the grey “Plus” button on the left side,
  • and then click the collections icon. Image of the content block icon bar with the collections icon highlighted.
  • Select the Contacts collection.

Image of the collection field open in the content block. Contacts is being selected.

  • Select the page (required), tab (optional), and accordion (optional) for the contacts you want to display on the page. Image of the Contacts collection category selections. Page selected is Indian Services, Tab selected is Federal Indian Minerals Office (FIMO), Accordion selected is Albequerque, NM, and Status selected is Published.
  1. Remember to click all “Check Mark” buttons at the top right to save your work!

Bulk update contacts using import/export

There are 4 contact groups that DISC requests ODDD to update: Royalty, Offshore Production, Onshore Production, and Leases & Agreements. These contacts are kept in the following spreadsheet (limited access). Sometimes these contact groups have major updates and it is easier for ODDD to make these updates as a bulk upload. Here’s how to bulk update contacts:

  1. Copy the correct tab on the following DISC spreadsheet (limited access) into a new, separate Excel and save it as a CSV.
  2. Within the contacts collection in the CMS, search for the appropriate keyword.
  • For example, if you are updating Onshore Production contacts, search for onshore.
  • Since we have around 600 contacts, be patient with the collection loading. Image of the contacts collection with contacts filtered to the "onshore" keyword.
  1. Once the search has loaded and only showing results for your keyword, check to make sure the number of contacts listed in the CMS results match the contacts listed in your CSV file.
  • If the numbers do not match, check both the CMS and your CSV to understand why.
  • In the CMS, there might be contacts with draft or archived status that might need to be deleted.
  • In the CSV, you can double check with DISC to see if additional contacts have been added or if some have been removed. Image of the contacts collection with contacts filtered to the "onshore" keyword and the item count highlighted.
  1. Once you have the contact count reconciled, delete the old contacts in the CMS.
  • To bulk delete, click the box to the left of “Date Uploaded” and then click the trash can icon to the right of the search Image of the contacts collection with the bulk update box and delete button highlighted.
  • You will then get a confirmation window. When you are 100% sure you want to delete, press the red delete button. Image of the delete confirmation window
  1. Next, import your CSV.
  • Click the expand arrow on the Import/Export option in the right-hand menu.
  • Drag and drop your file into the Import bar and then click “Start Import”.
  • The CSV contacts will be imported into the CMS. Image of the import/export option
  1. All the new imports are in draft status. To bulk update the statuses to Published:
  • Click the box to the left of “Date Uploaded” and then click the pencil icon to the right of the search.
  • In the batch edit box, click the check box next to Status and set the status to Published.
  • Click the purple check button to save your work. Image of the batch edit window
  1. Check the dev site to make sure your updates are displayed.
  2. Send the dev site to the SME for approval.
  3. Once the SME approves, trigger the CircleCi pipeline for onrr.gov main to update the live site.
  4. Check the live site before letting the SME know changes are live.

Handbooks

Updating table of contents

The table of contents for each handbook pulls from the complete pdf of the handbook. When changes are made to the handbook content, check to see if the page numbers or references have changed. If they have changed follow the steps below to update.

  1. Navigate to the handbook that has been changed under the handbooks collection.
  2. Click on the "Import/Export" button on the right hand side and export all items as a csv file.
  3. Open up the downloaded file and update information as needed. Save the file. Do not change any of the column names. Ignore cells that have been formatted as dates instead of page numbers.
  4. Click on "Import/Export" button on the right hand side and import the file. It will update the table of contents for the handbook.
  5. Review your changes in dev and ask your SME to review as well. Once approved, check all items and then select the "Flow" button on the right hand side. Clicking on the "Flow" button will reveal a "Publish" button. Click "Publish" and your changes will be released to the live site.
  6. Confirm live site has updated properly.

ONRR.gov product framing

Development

Using GitHub

Legacy site

Content Management System (CMS)

Content guidance

Measurement and evaluation

User Research

For details about our processes see our Natural Resources Revenue Data wiki.

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