OS3 Training and Resource Guide

Managing your web site in OpenScholar 1

OpenScholar Training and Resource Guide

This guide is designed to help you understand the OpenScholar web site tool and is meant to be used in conjunction with HWPI training sessions. It covers basic site management tasks and provides instruction on how to best manage your site content and layout.

Joe Weiner - Web Project Support AnalystBrie Pendleton - Web Project Support Analyst

[email protected] Web Publishing Initiative

2013


OpenScholar Training and Resource Guide

Table of Contents

Log Into Your Web Site…………………………... Create Content for Your Site..……………………Edit a Page………………………………………...Add Inline Links, Files & Images……………..Create a New Image Gallery/Slideshow…….Update the Front Page Slideshow…………....Create and Edit Widgets………………………..The Control Panel…………………………………OpenScholar Glossary……………………………Further Assistance………………………………...

34-678-1617-2324-2526-2930-414243


Log into Your Web Site

To log into your site, click the Admin Login button on the lower right.


Create Content For Your Site

OpenScholar gives you several different ways to add and manage your site’s content. It’s important to remember that some of your site’s content will come from content types, (such as basic pages, events, profiles, etc). Other content will come from widgets.



Or if you are within a site section, you can also click the green button to begin creating the content belonging to that section.

Click Content from the Administrative Toolbar

Next, select the type of content that you want to add, (such as News).

Managing your web site in OpenScholar

6


Enter the body content of your page

The Add Media button lets you insert and embed files and images into your content

Enter a Title

Click Save at the bottom of the page

The WYSIWYG text editor allows you to format the and layout of your content.


Edit a Page

A menu will appear with the option to Edit or Delete

Hover over the upper right side of the content area, then click the gear icon (or the down arrow)


Add inline Links, Files and Images(Add a link)

Next, click on the chain link icon

First, highlight the link text


Add inline Links, Files and Images(Add a link)

Enter the link URL and Title

Click Insert


Add inline Links, Files and Images(Add a File)

First, put the cursor where the link text should begin

Click the Add Media button



Upload the file (you can also choose an existing file or embed a file from the web)

Enter a Title (this will be the link text)

Choose the link format, then click Submit



The file icon will appear in the edit form. The full link text will appear when viewing the page.


Add inline Links, Files and Images(Add an Image)

First, put the cursor where the image should go

Next, click on the Add Media button



Upload the image (you can also choose an existing file or embed a file from the web)

Enter a Title for the image

Choose the size of the image



Click on the image to highlight its borders.



When the image alignment is complete, click Save

Click the align right (or left) button to wrap the text to the site of the image.


Create a new Image Gallery/Slideshow(Create an image gallery page)

Choose Image Gallery

Click the Build link in the Administrative Toolbar


Create a new Image Gallery/Slideshow(Create an image gallery page)

Enter a Title for the Gallery.

Enter a description of the Gallery.

Click Save at the bottom of the page.


Create a new Image Gallery/Slideshow(Add images to the gallery)

Click here to add images to the gallery


Create a new Image Gallery/Slideshow(Add images to the gallery)

Upload a new image file

Or choose from an existing image from the media library


Create a new Image Gallery/Slideshow(Add a slideshow widget)

Choose the site section

Choose Slideshow

Click the Add New Widget link



Enter a widget title

Choose a gallery

Additional display options



Now the new slideshow widget is ready to be placed into the site layout


Update the Front Page Slideshow(View the slideshow page)

Within Content section of the Control Panel, view the page gallery page for your slideshow


Update the Front Page Slideshow(Change the slideshow images)

Click Add New Image to add a new image to the gallery

Edit or remove existing images by clicking one of these links

Reorder the images by clicking here, then drag them to another location


Edit Widgets

You can edit the content/settings of widgets directly on your site.

For full management of your site widgets, use the Layout Tool in the Control Panel. The Layout Tool will allow you to edit the widget content, move widgets to different site regions, create new widgets and more.

The next section will show you both ways to edit your site’s widgets.


Edit Widgets(Edit directly from the site)

Click the Gear icon, then Edit Widget to change the settings for a widget.

You can also remove the widget from the page. This will not delete the widget from the system.


Edit Widgets(The widget settings form)

Choose the settings for the widget

Click Save


Edit Widgets(Edit the widget in the site layout tool)

Click the X icon to remove a widget

Click the gear to edit the widget settings

Select the Site Section

Click SaveDrag the widget to another region


The Control Panel

The Control Panel is the administrative section of your web site. Understanding the Control Panel will allow you to have command of your site’s apps, content, layout, widgets and much more. The next section will walk you through each part of the Control Panel.

The Administrative Toolbar (shown below), will appear at the top of the screen when you are logged into your site. Use the Administrative Toolbar to navigate to the various sections of the Control Panel.


Apps allow you add sections to your site that contain a specific type of content.

Click Save configuration at the bottom of the page.

Once a feature is enabled, click here to customize its options.

To enable a feature, change the dropdown menu to “Public”.


The Layout tool is a blueprint of your site’s layout. You can control the placement of available content widgets by dragging them to the section where you want them to appear.

Click Save Settings at the bottom of the page

Choose the site section where the widget should appear Select from a list of

available widgets

Drag the widget to the site section of your choice


The Layout tool allows you to create an array of custom and social media widgets. Use these widgets to display blocks of information on your site, such as Twitter feeds, embedded video, images, automated lists, and more.

Here are the configured widgets

Click Add New Widget to see a full list of available widgets to create


The Menu section allows you to create and rearrange your site’s navigation menus.

Click Save Settings at the bottom of the page

Drag the cross icon to re-order a menu link in the navigation

You can select the menu that you want the link to appear in from the dropdown list.

Add a new Menu Link


The Taxonomy section allows you to add a “vocabulary”, or a group of associated terms. Using taxonomy terms to categorize your site’s content increases your site’s usability and helps visitors find what interests them.

First, click Add Vocabulary

Choose from a list of content types that the vocabulary applies to

Enter a name for your new Vocabulary

Additional settings include, Type, Required, Element type


Terms are words that describe the content and can be used to group similar content together.

Show a list of all terms in the vocabulary

Add a new term from the term list screen

Add a new term from the vocabulary list screen


The Settings page in the Control Panel contains a list of site-wide settings and third-party service settings such as Google Analytics (web analytics) and Disqus (comments).

Click Save configuration

Enter your Google Analytics ID

Setting your site to Private blocks your site from public view. Only site members will have access.

Disqus is a third-party comments service


The Content section allows you so see all of the content within the entire site. You can search by title and filter the results based specific criteria, such as content type. There are also links to view, edit or delete your content.

Find content by filtering by Title and/or Type

Delete and Edit links.

View content links


The Users section allows you to grant site access to other users and manage their roles. Standard members can only add/manage content, while site administrators have full access, including access to the Control Panel.

Clicking Remove membership will remove the user from your site completely.

Clicking Make Admin will make the user a site admin. Click Remove Admin status to undo these permissions.

Click here to add a new user to your site.


When adding new users to your site, first search for existing users by typing an email address or username in the Find an Existing User field. You can also add users without an existing OpenScholar account by clicking, Add new user

Simply begin typing an email address or username and the username will auto-populate if the account exists

Click here to add a new user


Add a new user by completing the form and clicking the Create and Add User button. Adding a new user will automatically create the user account in OpenScholar.

This will send an email welcome message to the user


OpenScholar Glossary

App - A section of your site that can be enable or disabledWidget - A block of content that can be placed in the sidebar, footer, etc.Theme - The look and feel of your web site, including layout and color schemeContent type - A specific type of content, such as announcement, profile, etc.Taxonomy - A system for categorizing your site’s contentVocabulary - A group of taxonomy termsTerm - A keyword or phrase that captures the main topic(s) of the contentPage - A single postBooklet - A group of posts that have a relationship to each otherControl Panel - The administrative section of OpenScholar Administrative toolbar - The toolbar that provides navigation for the Control Panel


Thank You!

Further documentation can be found at:http://hwpi.harvard.edu/help/os_help/User-Documentation

OpenScholar Frequently Asked Questions:http://openscholar.harvard.edu/pages/frequently-asked-questions

View the OpenScholar Video at:http://projects.iq.harvard.edu

OpenScholar Issue Support:[email protected]

Documents

OS3 Training and Resource Guide