OpenScholar Training and Resource GuideThis guide is designed to help you understand the OpenScholar web site tool and ism...
OpenScholar Training and Resource Guide                Table of Contents Log Into Your Web Site…………………………...              ...
Log into Your Web Site                                        To log into your site, click the                            ...
Create Content For Your SiteOpenScholar gives you several different ways to add and manage your site’s content.It’s import...
Click Content from the                   Create Content For Your SiteAdministrative Toolbar                               ...
Create Content For Your Site                         The Add Media button lets you  Enter a Title          insert and embe...
Edit a Page     Hover over the upper right     side of the content     area, then click the gear     icon (or the down arr...
Add inline Links, Files and Images                 (Add a link)                                    First, highlight the   ...
Add inline Links, Files and Images             (Add a link)Enter the linkURL and Title    Click Insert       Managing your...
Add inline Links, Files and Images                                    (Add a File)                                        ...
Add inline Links, Files and Images            (Add a File)                 Upload the file (you can also                 c...
Add inline Links, Files and Images                                  (Add a File)The file icon will appear in the editform....
Add inline Links, Files and Images                             (Add an Image)First, put the                     Next, clic...
Add inline Links, Files and Images          (Add an Image)                 Upload the image (you can                 also ...
Add inline Links, Files and Images          (Add an Image)         Click on the image to         highlight its borders.   ...
Add inline Links, Files and Images                                  (Add an Image)Click the align right (or left) buttonto...
Create a new Image Gallery/Slideshow 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.                  ...
Create a new Image Gallery/Slideshow               (Add images to the gallery)Click here to addimages to the gallery      ...
Create a new Image Gallery/Slideshow     (Add images to the gallery)                   Upload a new                   imag...
Create a new Image Gallery/Slideshow                        (Add a slideshow widget)Choose the sitesection                ...
Create a new Image Gallery/Slideshow                     (Add a slideshow widget)                    Enter a widget titleC...
Create a new Image Gallery/Slideshow      (Add a slideshow widget)Now the new slideshowwidget is ready to be placedinto th...
Update the Front Page Slideshow               (View the slideshow page)Within Content section of the ControlPanel, view th...
Update the Front Page Slideshow           (Change the slideshow images)Click Add New Image to add         Reorder the imag...
Edit WidgetsYou can edit the content/settings of widgets directly on your site.For full management of your site widgets, u...
Edit Widgets(Edit directly from the site)                                        Click the Gear icon, then                ...
Edit Widgets        (The widget settings form)              Choose the settings              for the widgetClickSave      ...
Edit Widgets                              (Edit the widget in the site layout tool)         Select the Site Section       ...
The Control PanelThe Control Panel is the administrative section of your web site. Understanding theControl Panel will all...
Apps allow you add sections to your site that contain a specific type of content.                                         ...
The Layout tool is a blueprint of your site’s layout. You can control the placement ofavailable content widgets by draggin...
The Layout tool allows you to create an array of custom and social media widgets.Use these widgets to display blocks of in...
The Menu section allows you to create and rearrange your site’s navigation menus.                                         ...
The Taxonomy section allows you to add a “vocabulary”, or a group of associatedterms. Using taxonomy terms to categorize y...
Terms are words that describe the content and can be used to group similar contenttogether.                               ...
The Settings page in the Control Panel contains a list of site-wide settings and third-party service settings such as Goog...
The Content section allows you so see all of the content within the entire site. You cansearch by title and filter the res...
The Users section allows you to grant site access to other users and manage theirroles. Standard members can only add/mana...
When adding new users to your site, first search for existing users by typing an emailaddress or username in the Find an E...
Add a new user by completing the form and clicking the Create and Add User button.Adding a new user will automatically cre...
OpenScholar GlossaryApp - A section of your site that can be enable or disabledWidget - A block of content that can be pla...
Thank You!Further documentation can be found at:http://hwpi.harvard.edu/help/os_help/User-DocumentationOpenScholar Frequen...
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OS3 Training and Resource Guide

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OpenScholar 3 Training and Resource Guide

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  • After you have logged in, you can create new pages directly on your site. Click the add new link to see a list of the content types that you can create.
  • When adding content, enter a Title and Body of your content. The WYSIWYG editor allows you to format the text, change layout, add images, files and embedded media (audio/video).
  • To edit pages directly on the web site, click the Admin link (or the down arrow), then Edit.
  • After you click Edit Widget, a form will appear to edit the widget content.
  • You can edit the content of a widget from the Control Panel by clicking the gear icon. You can remove the widget by clicking the x icon.
  • A feature might also add widgets to your list of available widgets.
  • There are two user permission levels in OpenScholar, site members and site administrators.
  • Adding a new user will automatically create an OpenScholar account and send a welcome email to the user.
  • OS3 Training and Resource Guide

    1. 1. OpenScholar Training and Resource GuideThis guide is designed to help you understand the OpenScholar web site tool and ismeant to be used in conjunction with HWPI training sessions. It covers basic sitemanagement tasks and provides instruction on how to best manage your site contentand layout. Joe Weiner - Web Project Support Analyst Brie Pendleton - Web Project Support Analyst huit-aws@harvard.edu Harvard Web Publishing Initiative 2013 Managing your web site in OpenScholar 1
    2. 2. OpenScholar Training and Resource Guide Table of Contents Log Into Your Web Site…………………………... 3 Create Content for Your Site..…………………… 4-6 Edit a Page………………………………………... 7 Add Inline Links, Files & Images…………….. 8-16 Create a New Image Gallery/Slideshow……. 17-23 Update the Front Page Slideshow………….... 24-25 Create and Edit Widgets……………………….. 26-29 The Control Panel………………………………… 30-41 OpenScholar Glossary…………………………… 42 Further Assistance………………………………... 43 Managing your web site in OpenScholar 2
    3. 3. Log into Your Web Site To log into your site, click the Admin Login button on the lower right.Managing your web site in OpenScholar 3
    4. 4. Create Content For Your SiteOpenScholar 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 contenttypes, (such as basic pages, events, profiles, etc). Other content will come fromwidgets. Managing your web site in OpenScholar 4
    5. 5. Click Content from the Create Content For Your SiteAdministrative Toolbar Or if you are within a site section, you can also click the green Next, select the type of content button to begin creating the that you want to add, (such as content belonging to that section. News). Managing your web site in OpenScholar 5
    6. 6. Create Content For Your Site The Add Media button lets you Enter a Title insert and embed files and images into your content The WYSIWYG text editor allows you to format the and layout of your content. Enter the body content of your pageClick Save at thebottom of the page Managing your web site in OpenScholar 6
    7. 7. Edit a Page Hover over the upper right side of the content area, then click the gear icon (or the down arrow) A menu will appear with the option to Edit or DeleteManaging your web site in OpenScholar 7
    8. 8. Add inline Links, Files and Images (Add a link) First, highlight the link textNext, click on thechain link icon Managing your web site in OpenScholar 8
    9. 9. Add inline Links, Files and Images (Add a link)Enter the linkURL and Title Click Insert Managing your web site in OpenScholar 9
    10. 10. Add inline Links, Files and Images (Add a File) Click the Add Media buttonFirst, put the cursorwhere the link textshould begin Managing your web site in OpenScholar 10
    11. 11. Add inline Links, Files and Images (Add a File) 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 Managing your web site in OpenScholar 11
    12. 12. Add inline Links, Files and Images (Add a File)The file icon will appear in the editform. The full link text will appearwhen viewing the page. Managing your web site in OpenScholar 12
    13. 13. Add inline Links, Files and Images (Add an Image)First, put the Next, click on thecursor where the Add Media buttonimage should go Managing your web site in OpenScholar 13
    14. 14. Add inline Links, Files and Images (Add an Image) 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 Managing your web site in OpenScholar 14
    15. 15. Add inline Links, Files and Images (Add an Image) Click on the image to highlight its borders. Managing your web site in OpenScholar 15
    16. 16. Add inline Links, Files and Images (Add an Image)Click the align right (or left) buttonto wrap the text to the site of theimage. When the image alignment is complete, click Save Managing your web site in OpenScholar 16
    17. 17. Create a new Image Gallery/Slideshow Click the Build link in the Administrative Toolbar (Create an image gallery page)Choose Image Gallery Managing your web site in OpenScholar 17
    18. 18. 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. Managing your web site in OpenScholar 18
    19. 19. Create a new Image Gallery/Slideshow (Add images to the gallery)Click here to addimages to the gallery Managing your web site in OpenScholar 19
    20. 20. 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 Managing your web site in OpenScholar 20
    21. 21. Create a new Image Gallery/Slideshow (Add a slideshow widget)Choose the sitesection Click the Add New Widget link Choose Slideshow Managing your web site in OpenScholar 21
    22. 22. Create a new Image Gallery/Slideshow (Add a slideshow widget) Enter a widget titleChoose a gallery Additional display options Managing your web site in OpenScholar 22
    23. 23. Create a new Image Gallery/Slideshow (Add a slideshow widget)Now the new slideshowwidget is ready to be placedinto the site layout Managing your web site in OpenScholar 23
    24. 24. Update the Front Page Slideshow (View the slideshow page)Within Content section of the ControlPanel, view the page gallery page foryour slideshow Managing your web site in OpenScholar 24
    25. 25. Update the Front Page Slideshow (Change the slideshow images)Click Add New Image to add Reorder the images by clickinga new image to the gallery here, then drag them to another location Edit or remove existing images by clicking one of these links Managing your web site in OpenScholar 25
    26. 26. Edit WidgetsYou 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 siteregions, create new widgets and more.The next section will show you both ways to edit your site’s widgets. Managing your web site in OpenScholar 26
    27. 27. 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.Managing your web site in OpenScholar 27
    28. 28. Edit Widgets (The widget settings form) Choose the settings for the widgetClickSave Managing your web site in OpenScholar 28
    29. 29. Edit Widgets (Edit the widget in the site layout tool) Select the Site Section Click the gear to edit the widget settings Click the X icon to remove a widget Drag the widgetClick Save to another region Managing your web site in OpenScholar 29
    30. 30. The Control PanelThe Control Panel is the administrative section of your web site. Understanding theControl Panel will allow you to have command of your site’sapps, content, layout, widgets and much more. The next section will walk you througheach part of the Control Panel.The Administrative Toolbar (shown below), will appear at the top of the screen whenyou are logged into your site. Use the Administrative Toolbar to navigate to the varioussections of the Control Panel. Managing your web site in OpenScholar 30
    31. 31. Apps allow you add sections to your site that contain a specific type of content. Once a feature is enabled, click here To enable a feature, to customize its change the dropdown options. menu to “Public”. Click Save configuration at the bottom of the page. Managing your web site in OpenScholar 31
    32. 32. The Layout tool is a blueprint of your site’s layout. You can control the placement ofavailable content widgets by dragging them to the section where you want them toappear. 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 Click Save Settings at the bottom of the page Managing your web site in OpenScholar 32
    33. 33. 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 Twitterfeeds, embedded video, images, automated lists, and more. Click Add New Widget to see a full list of available widgets to create Here are the configured widgets Managing your web site in OpenScholar 33
    34. 34. The Menu section allows you to create and rearrange your site’s navigation menus. Add a new Menu LinkDrag the cross icon to re- You can select the menu that youorder a menu link in the want the link to appear in from thenavigation dropdown list. Click Save Settings at the bottom of the page Managing your web site in OpenScholar 34
    35. 35. The Taxonomy section allows you to add a “vocabulary”, or a group of associatedterms. Using taxonomy terms to categorize your site’s content increases your site’susability and helps visitors find what interests them. Enter a name for your new Vocabulary First, click Add Vocabulary Choose from a list of content types that the vocabulary applies to Additional settings include, Type, Required, Element type Managing your web site in OpenScholar 35
    36. 36. Terms are words that describe the content and can be used to group similar contenttogether. Show a list of all terms in the vocabulary Add a new term from the vocabulary list screen Add a new term from the term list screen Managing your web site in OpenScholar 36
    37. 37. 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). Enter your Google Analytics ID Disqus is a third- party comments service Setting your site to Private blocks your site from public view. Only site members will have access. Click Save configuration Managing your web site in OpenScholar 37
    38. 38. The Content section allows you so see all of the content within the entire site. You cansearch by title and filter the results based specific criteria, such as content type. Thereare 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 Managing your web site in OpenScholar 38
    39. 39. The Users section allows you to grant site access to other users and manage theirroles. Standard members can only add/manage content, while site administratorshave full access, including access to the Control Panel. Click here to add a new user to your site. Clicking Make Admin will make Clicking Remove membership the user a site admin. Click will remove the user from your Remove Admin status to undo site completely. these permissions. Managing your web site in OpenScholar 39
    40. 40. When adding new users to your site, first search for existing users by typing an emailaddress or username in the Find an Existing User field. You can also add userswithout 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 Managing your web site in OpenScholar 40
    41. 41. 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 Managing your web site in OpenScholar 41
    42. 42. OpenScholar GlossaryApp - 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 OpenScholarAdministrative toolbar - The toolbar that provides navigation for the Control Panel Managing your web site in OpenScholar 42
    43. 43. Thank You!Further documentation can be found at:http://hwpi.harvard.edu/help/os_help/User-DocumentationOpenScholar Frequently Asked Questions:http://openscholar.harvard.edu/pages/frequently-asked-questionsView the OpenScholar Video at:http://projects.iq.harvard.eduOpenScholar Issue Support:support@openscholar.harvard.edu Managing your web site in OpenScholar 43

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