Below is an overview of the different metaboxes available in WordPress to input information when creating an article. Not all will need to be used for every article, depending on the type.
Where the title of the article goes. This can include some html if necessary, e.g. “The 20 Most Popular MIT Sloan Management Review Articles of 2017″ although this is rare.
Where the body text is pasted. It is preferable to make changes in a code editor and paste into WP. Ads, newsletter signup callouts, figures, charts, and related article callouts are also added via this box.
Author(s): Click the “Add Author” button until there are enough boxes for each of the authors. Each person is listed in a separate row. For interviews, only the interviewer is added.
Author(s) byline: How the byline will appear on the article. Here all authors are added on one line, in the format “Author 1, Author 2, and Author 3”. For interviews, format is “Interviewee, interviewed by Interviewer”.
Author(s) bio: Where the bio for the authors is placed. Twitter handles should be linked to their profiles.
Author headshots: This section is only used for columnists. Headshots should be 240x240px.
Deck: Where the deck of the article is placed. All content should have decks except columnist pieces, which don’t have decks.
Roof Header: This is only applicable to magazine pieces. The roof header appears on the top corner of the pages in all caps and underlined. Examples are “Operations” or “Marketing” or “Special Report: Redesigning Work”.
All content should have both a short and micro excerpt. These will be provided with the content package. Ensure that each are placed in the correct box, and the tickboxes are checked.
These are not typically filled in when producing regular content, and if they are filled in it is not usually by the content producer. The “Page Title” box allows the user to override what the title of the page appears as (which is normally the same as the title) and the “Open Graph” boxes allow the user to customize the title, description, and image that are displayed when the post is shared on social media. The Open Graph image should be 1200×627. Updating this can be useful if the featured image does not look very good when cropped.
This box creates the autogen PDF which customers can download or buy if there is no PDF created from the print magazine to use or other source. (If there is a file to use, click the “Add File” button to add it.) PDFs are only generated for paywalled pieces, and cannot be generated until the post is published. PDF generation works as follows:
1. Publish article.
2. Click “Generate PDF” button. The page will refresh and there will now be a file attached in this metabox.
3. Click on the file to check the PDF looks good.
4. Hit “Update” on the post. (Important, or the PDF won’t be saved!)
If an article includes references, these are pasted here. Guide for coding references is in the article production guide (TK).
Meta Description: Not typically used. Unsure of use case (Jenny 01/26/18)
Sidebar/Disclaimer: Used in sponsored content to provide information regarding sponsors and MITSMR Custom Studio.
If an author has provided acknowledgements for an article, they are pasted here.
The first checkbox is checked and the second is unchecked by default, and typically this is not changed. If for any reason this would change, the article producer would be made aware of it.
None of these are typically touched during regular article production, except “Belongs to Issue” if the article is being published as a magazine piece. To add it to the magazine issue, click “+ Create connections” and choose the right issue. Usually it will be the top listing, and a draft. You can still connect an article to a draft issue. If the issue does not appear, you can create one within the same metabox under the “New Issue” tab, ensuring the name is the same format, e.g. Winter 2018 Issue
As the checkbox suggests, when checked the article will not be included in the index and will not be searchable. Is this still true? (Jenny 01/26/18)
Unsure how this operates right now, still in development? (Jenny 01/26/18)
As of right now (01/26/18), these are the checkbox defaults and are not typically changed when producing an article.
Save draft: Allows you to save your progress without publishing an article.
Preview: Allows you to view how the article will look on the site when it is published.
Status: Options are “Draft” and “Pending Review”, with draft as the default. Not sure if we use the pending review option.
Visibility: Public is the default, with other options being “Private” and “Password-protected”. Posts are typically always public.
Revisions: Shows how many times changes have been made to the article. Clicking browse will show what was changed in each round of revisions and allows you to revert to a previous version if necessary.
Publish immediately: We cannot schedule posts, so posts will always publish immediately. (As a result, make sure never to press “publish” until it’s definitely ready to go out into the world!)
Enable public preview: If this is checked, WordPress will generate a link that can be shared with non-staff to preview a draft piece of content. Not commonly used, but helpful if outside stakeholders need to review a piece ahead of time.
Zinio output: Soon to be updated for new app provider, but clicking the button creates an HTML output used for creating the app version of the magazine. Opens in a new tab and does not affect the article in any way.
Ebook output: Clicking the button creates an HTML output used for creating ebook versions of articles. Opens in a new tab and does not affect the article in any way.
Move to Trash: Does what it says on the tin.
Publish: Publishes the article, making it available to the world and prompting it to be sent to RSS feeds and #just-published in Slack. Do not click until article has received final signoff! After publishing, button changes to “Update” and is used to make further changes to a published article.
Tags are provided with content, and can be pasted into this box in a single list, with commas in between. Check each tag is added correctly and individually. All articles should have tags.
Typically the only checkbox checked off is the “Print Magazine” box if the article is going to be in the magazine. Would be great to know what these checkboxes actually do/did, as I don’t know (Jenny 01/26/18)
Topics will be provided with the article content, and are checked off here. All articles should have topics.
Not all articles will have a section — these are special initiatives which some but not all content belongs to. It will be noted in the content packaging if it belongs to a section, but as it can sometimes be a complicated area, it doesn’t hurt to ask if you’re not sure.
Like sections, not all content will have a column type. If a piece of content is referred to as “Columnist”, check off “Column”. “Leading in a Digital World” and “Tech Savvy” are not currently used. “Datapoint” refers to a specific kind of graphic-focused post.
Not sure if this is used right now (01/26/18), and this is typically left as “No Sponsor”.
Blogs and other free content are “No sale”, and for sale items are “Reprint ID”, with the ID placed in the “SKU / Reprint #” box further down the page. Manual URLs are only used in special cases and are rare (or not used at all?).
NOTE: An item can be for sale and not paywalled, or vice versa. These two factors are managed separately.
The type of content will be indicated in the content packaging and checked off here. All content should have a content type assigned to it.
This is left unchecked, and I am unsure if this is currently in use (Jenny 01/26/18)
The page numbers a piece covers in the magazine are included in here — if the content is not in the magazine, it is left blank.
Typically content will either be “Free” or “Paywalled”. It’s usually clear whether a piece should be paywalled by seeing whether it has a reprint number or not, although in some rare cases a for sale item may be freely available (often for a limited time).
NOTE: An item for sale can have free access, or vice versa. These two factors are managed separately.
If the content has a reprint number, it must be entered here. If not, leave blank and one will be generated, typically beginning with “W” followed by a series of numbers.
If a company/individual has paid to make a piece of content that would usually be paywalled freely available, a message can be written here that will display in a red bar at the top of the article indicating why it is free to view.
Creates a CSV file for store purposes. Used by whoever is managing the store, and can be ignored by content producers when preparing an article.
Where the featured article is uploaded/assigned. Featured images should be 1200x1200px.
Still in development, for AMP articles? Unsure how this is used right now (Jenny 01/26/18)