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Status

Status
colourRed
titlenot visible to public
Status
colourYellow
titleready for review
still need to make the diagram

Type

Explanation/Reference

Reader

Clients / CSMs

Reader goal

Decide how to pull and sort content for a module, most likely coming from one of these mindsets…

  • They have a specific idea (use case) in mind – “Can I do this?” If they are tech/design savvy they might look at this on their own. Otherwise, they might ask a CSM, “can I do this?” and the CSM would look at this doc to find the answer.

  • Or they/CSM have a template or prebuilt module that they want to adjust. “I want to change this default. What are all my options?”

They do NOT want to think about how it all works on the back end. They are focused on use case.

Learning goal: Understand all parts of how content is pulled and sorted. Be able to fill in the “formula” with their choices and hand it to the CSM/Config team

Contributors

Nelly, Scrilla

JUNO version

Reviewers (check the box when you’re done!)

  •  Scrilla
  •  Travis
  •  Some CSMs
  •  Leon (just the recommended tags section)

Review deadline

Notes for reviewers

Let me know if anything comes to mind that’d make something easier to understand. (smile) Thank you all. This one’s a beast! (smile)

  • Scrilla, the red section at the bottom is particularly for you.

  • Leon, Scrilla and I would like some assistance making sure I got the add_users_tag_types and require_some_preferred_tags_of_type right. It’s the Personalized recommendations section.


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The goal of this module is:

Pull these content type(s): This step is required. The rest are optional.

Then narrow it down…

  • Only with this session status:

  • Only with these tag(s):

  • Make personalized recommendations based on access level: Specify Strict or Flexible

  • Makepersonalized recommendations based on these profile tag types: Name tag types and specify Strict or Flexible

Then sort it all by:

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Anchor
pull
pull
1. Pull content types (required)

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Choose one or more content types…

(tick) Sessions (You must also specify Main stage, Panel, and/or Breakout.)
(tick) In-person sessions(You must also specify Main stage, Panel, and/or Breakout.)
(tick) Library
(tick) Exhibitors
(tick) Speakers
(tick) Courses
(tick) Lessons
(tick) Resources (This is often used for billboard advertisement graphics.)

You can stop here if you’d like! The next steps are optional. Note that if you don’t sort (step 3), the module will by default show content with the latest most recent release date first.

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Anchor
narrow
narrow
2. Narrow down the content selection (optional)

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You can narrow content down by specifying a Session status, Tags, or Personalized recommendations. Learn about each option belowUse a single method alone, or try combining them in creative ways.

Session status

If you pull Sessions or In-person sessions into the module, you can narrow it down to sessions with a specific status. A session’s status changes over time as it goes from Upcoming, to Live, to Past.

Choose a session status…

(tick) Live now
(tick) Upcomingand Live now
(tick) Past Upcoming and Live now

Note that the module will appear empty be hidden whenever there aren’t are no sessions with the specified status. For example, you might not choose Live now if your event has a lot of downtime a Live now module would disappear during an event’s break time in between live sessions.

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Access level tags lock content so that only attendees who have permission or who bought a specific ticket can open it. When you specify access level tags for a module, it will only show content with that access level. Attendees who don’t have access will still see it, but it will have a lock icon. If they click it, they can be prompted to purchase a ticket on an external site.

Personalized recommendations

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Choose one way to make recommendations based on access level…

(tick) Strict access level recommendation will only show attendees content that’s special to their access level. For example, one attendee might see all Level 1 Sessions, while another attendee sees allLevel 2 Sessions.

(tick) Flexible access level recommendation will show content special to their access level, but also content that doesn’t have an access level at all. This option is best when you want to make recommendations but also want to encourage attendees to discover new things.

Note that if someone isn’t assigned an access level, they’ll see content for all access levels instead.

Or make recommendations based on profile tags…

(tick) Choose one or more profile tag types, and the module will show attendees content they’re interested in. You also must decide if it’s a strict or flexible recommendation.

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If you narrow the module content to recommendations based on the Interests tag type, one attendee will see content about Leadership and another will see content about Design. Note that if someone didn’t select any tags, they’ll see all Interests content instead.

Flexible recommendations will show additional content beyond the tag type(s) you specified. For example, if some content isn’t related to the Interest tag type at all, it could still show up in the module. This option is best when you want to make recommendations but also want to encourage attendees to discover new things.

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Choose one way to sort…

Definition

(tick) Release date (oldest to most recent, or most recent to oldest)

Release is when the content becomes viewable. For example, a piece of library content might not be released until a specific date. A session might be released well before it’s start time.

(tick) Start date (earliest to latest, or latest to earliest)

Start is when a session begins. This option is only for sessions.

(tick) Alphabetical by title

Note that speakers are can be sorted by the first character in their first name orlast name.

(tick) Numerical by title (ascending or descending)

Use this if the first character in the title is a number. For example, 1 Library and 2 Library. Note this doesn’t work if the first character is a letter. For example, Session 1 and Session 2 will not sort numerically.

(tick) Random

Changes each time you reload the page.

(tick) Popularity

Tag score then date.

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Unsure if these have a use case for modules/what they are

  • 1 = sort num responses descending 

  • 5 = sort children descending 

  • 6 = sort children ascending 

  • 12 = sort day and month ascending 

  • 13 = sort rotate every four hours 

  • 14 = sort rotate every hour

  • 16 = sort string option1 

  • 17 = sort string option2 

  • 18 = sort string option3 

  • 19 = sort match against score 

  • 21 = sort child ascending2 

  • 22 = sort content descending2 

  • 100 = sort pinned tag 

  • 101 = sort bucket tag ascending 

  • 102 = sort getty special 

  • 103 = sort tag order 

Pretty sure these aren’t for modules…

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10 = sort rank descending 

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11 = sort rank ascending 

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9 = sort action completed 

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23 = sort most completed action 

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