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Guide: Table help

This document provides instruction on how to build the various types of tables available in the Guide.

Table Help

How to create a table:

  1. Edit the tab in which you want to add the table.

  2. Select the “Insert/Edit Formatted Table” icon.

  1. Select the appropriate table from the drop-down list. (Bold options will have instructions in this help guide)

  1. Course List

    1. This will be the most common table used.

  2. Plan of Study Grid

    1. Used for the Four-Year Plan.

  3. Footnotes

    1. Typically used in tandem with the “Course List.”

  4. Guide: Page Anchors

    1. Allows anchors to be used for navigation on tab.

  5. Borrowed Content

    1. This is a common table that allows you use the entire content of one tab and apply it to another tab.


Course List 

  1. If you are creating a new course list, the course list will be empty and you are able to create content as needed.

  1. There are many ways the Course List can be used.

    1. Creating an actual course list

    2. Detailing requirements for a degree

    3. Creating a list of text

Building a Course List (no comments or headers):
  1. Select College and Subject for the Courses (if you want a full list of the approved current courses in a subject)


  1. Select the appropriate courses from the list and click the double arrows to move them from the left side of the table, into the right.

  1. Click “OK” to add your table to your editing space.

  1. Click “OK” to save.

  1. This will list the course (with ALL cross-listed courses), the title, and the amount of credits a course is worth.

  1. If you know what the approved short description of a subject is and the number of a course, you can use the “Quick Add” feature. (Note: You can find the list on the Office of the Registrar’s website)

    1. Type in the Short Descr and the number.

  1. Click “Add Course”

  1. The course will show up in the right hand column.

  1. Click “OK” to add to the editing page.

  1. Click “OK” to save.

  1. This will list the course (with ALL cross-listed courses), the title, and the amount of credits a course is worth.

  1. Depicting cross-listed courses within the table

    1. If there is a specific subject that you would like to display first in the list, select that subject from the dropdown or add it in the Quick Add with the subject that should display first.  The other cross-listed subjects will organize alphabetically afterwards.


Building a Course List (with comments and headers)

  1. Start off by creating a header.  Select the “Add Comment Entry”

  1. Enter your text in the box that opens and click “OK” to add to the Course List table

  1. Check the “Area Header” box to make this a header.

  1. If there are sub-groups of requirements or categories, they can have their own Area Subheader to distinguish within the list.

    1. Click “Add Comment Entry” and enter text as you did for the Header.

    2. While the text is highlighted in the right box, click “Area Subheader” box.  Do this for as many subheaders as you need.

  1. If a certain quantity of credits are required for a sub-header group, enter the number of credits a student must take.

  1. Sum Hours: If you would like the course list to total/sum all of the credits in the entire list, check the “Sum Hours” box in the upper right-hand corner.

  1. If you click “OK” at this point, this is what our Course List looks like:

  1. Add courses to the list in their appropriate location using either the drop-down menu or the Quick Add.

    1. There are multiple ways to place items in the list.  The default (if the blue line isn’t on anything) will place additions to the bottom of the list.  If you need to move a line up or down, click the “Move Up” or “Move Down” buttons until the items is in the proper location.

TIP: if you select a location (single click on a header or course) in the right-hand list, anything you add will populate under the selected area.

  1. If you click OK, the following is what you will see.  Notice the total number of credits increased by 4, dictating that students must take PORTUG 201, in addition to the other requirements.

  1. There is an asterisk in the previous Catalog, indicating that there is more information that a student would need to know.  Add a footnote number to your table to indicate there is more information available. (instructions for creating a footnote table appear later.)

  1. The next item to populate in the Course List is the Literature requirements.  There are two requirements needed to finish this category.

  1. Select “Add Comment Entry” from your Course List options.

  1. Enter “Select one of the following:”

  1. Click “OK”

  2. Enter courses either through the “Quick Add” button or the drop-down menu on the left hand side.

  3. On each listed course, check the “Indent” box to indicate that any of those choices will fill that requirement.  

NOTE: When the “Indent” box is checked, the credits will NOT display, nor will they be added into the sum of credit hours.

  1. NOTE: If you do not select all of the courses to be indented, the following represents what your table will look like.  Notice the credit hours on the right hand side, and the absence of an indent on the bottom two courses.

  1. Follow steps i-v to populate the second part of the Literature Requirement.

  2. Feel free to adjust text as needed for other requirements; ie: “Select at least…” or “Select two of...”

  1. If the listing of courses is too long for the course list, text can be used to direct the viewer to a drop-down course list.

    1. Add Comment Entry.

    2. Enter text

    3. Click OK.

  1. Final result:

  1. Other options available within the Course List

    1. Sequence

      1. If a student needed to take two courses in order to fill a requirement, add the appropriate short description and course number in the “Sequence” box.

  1. Note: If you click “OK,” the credit count will ONLY count for the first course in the list; NOT the two together.  Example:

  1. Adjust the amount of credits.

  1. Result:

  1. Or Class

    1. Enter the appropriate short description and course number in the “Or Class” field if the student can take two classes to fill a requirement.


  1. Result:

    1. Cross-Reference

      1. This isn’t needed anymore since all courses now display the short descriptions of every subject that cross-list.

  1. There are various ways to employ the Course List:

    1. Overview of degree requirements

  1. Broken out into specific categories (shown with a toggle header above the course list)


  1. A combination between Summed Credits and Select From statements

  1. Text only



Footnotes 

Footnotes can be useful to provide additional reference or context within a Course List. This overview will explain how to both place a footnote and how to place a footnote table.


Placing the Footnote:

  1. Edit the tab you want to make changes in.

  1. Double click in the blue box that you want to enter a footnote.

  1. If not already present, scroll through the course list or add the course via Quick Add to identify the course(s) where you want to place the footnote.

  1. Select your course; enter which footnote number/symbol you would like to use.

    1. Click “OK

  1. Click “OK” to save.

  2. End result:


Placing the Footnote Table:

  1. Place your cursor where you would like to enter the new table for footnotes.

  2. Select the “Insert/Edit Formatted Table”

  1. Select “Footnotes” in the dropdown menu.

  1. Click the “New Footnote” to add a new footnote.

  1. Enter your footnote number, symbol… etc.

  1. Enter your information as needed for the footnote.

  1. Click “OK”

  1. Result:

  2. Make sure to click “OK” to save changes.



Borrowed Content 

Borrowing content allows you use the entire content of one tab and apply it to another tab. In this relationship, you would only need to update one source and the rest of the locations that borrow that content will also be updated. Examples of where borrowing content might be useful could include: sharing faculty lists between departments and major/certs, sharing information between B.A. and B.S. pages, or sharing information between the Masters and Doctoral levels of the Guide.


  1. Select “Borrowed Content” from the drop-down list.

  1. Click “OK”

  2. A new box will open.  Select the Pathway to the content that you want to borrow.

Select the “Select Path or Title”

NOTE: It’s easiest to type in what page (url) you want to pull from, but you can scroll through the list.  

  1. Once you’ve selected the page (url) you want to pull from, you need to select the tab where the content resides that you’d like to borrow.  If you click “OK” before selecting the tab it will default to the “overview/page body” content.

  1. Once you’ve selected the correct tab, click “OK”

Once you click “OK” the content pulls from the tab that you’ve selected and should look like this:

  1. Click “OK” to save changes.

Important Note:

  • When making changes on the main page, content will populate to the borrowed content pages.  This is not immediate, but if you want to see the changes immediately, it can be manually updated on the tab that is borrowing content by clicking the “Edit ‘...’” and then clicking “OK”



Deleting Borrowed Content

If a tab had been previously set-up to borrow content and you wish you no longer maintain the “borrowed” relationship, you can removed the borrowed content set-up on the page that receives the borrowed content.

  1. Edit the tab you want to delete the content from.

  1. Click on the box where the borrowed/shared content exists.

  1. Click “delete” on your keyboard.

  2. Click “OK” in the edit box.



For more help, contact the Lumen help team: lumenhelp@lists.wisc.edu




Keywords:Guide, course list, lists, tables, CAT, Catalog, borrowed content, borrow, borrowing, footnotes, headers, area header, area subheader, sum hours, indent, or class, comment, sequence, plan of study grid, lumen programs, requirements, how to get in, four year plan   Doc ID:69395
Owner:Melissa S.Group:UW Madison Lumen
Created:2016-12-13 09:09 CDTUpdated:2019-08-08 13:15 CDT
Sites:UW Madison Lumen
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