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Ushahidi and Crowdmap training


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How to install and set up your own Ushahidi/Crowdmap platform

Published in: Self Improvement

Ushahidi and Crowdmap training

  1. 1. INSTALLATION AND BASIC CUSTOMIZATION Anahi Ayala Iacucci [email_address] World Bank Zambia PPCR Mission – November 2010
  2. 2. Ushahidi builds tools for democratizing information, increasing transparency and lowering the barriers for individuals to share their stories. The Ushahidi Platform allows anyone to gather distributed data via SMS, email, web, Twitter, Facebook and voice mail and visualize it on a map or timeline. Ushahidi’s goal is to create the simplest way of aggregating information from the public for use in crisis response, early warning, development and anything you may have in mind!
  4. 4. Installation <ul><li>You have two ways you can have your Ushahidi platform up and running: </li></ul><ul><li>Downloading it and installing it on your server; </li></ul><ul><li>By going to Crowdmap server and have it hosted on the Ushahidi server. </li></ul>
  5. 5. Downloading Ushahidi and installing it on your server <ul><li>STEP 1: go to </li></ul><ul><li>STEP 2: Fill the form </li></ul><ul><li>STEP 3: Receive an e-mail with the link to the platform </li></ul><ul><li>STEP 4: Install it on your server </li></ul><ul><li>NOTE: you need to have some PHP skills to be able to do this by yourself, otherwise you need an IT person or a PHP developer. </li></ul>
  6. 6. <ul><li>Crowdmap is designed and built by the people behind Ushahidi, a platform that was originally built to crowdsource crisis information. As the platform has evolved, so have its uses. Crowdmap allows you to set up your own deployment of Ushahidi without having to install it on your own web server. </li></ul><ul><li>NOTE: This installation is easy and simple but doesn’t allow you to customize your platform as much as the installation on your server. </li></ul>
  7. 7. How do you built your Crowdmap platform <ul><li>STEP 1: Go to </li></ul><ul><li>STEP 2: Sign up </li></ul>
  8. 8. <ul><li>STEP 1:Create your </li></ul><ul><li>account </li></ul><ul><li>STEP 2: Create your deployment address (URL) </li></ul><ul><li>STEP 3: Enter your deployment details </li></ul><ul><li>STEP 4: Accept Terms of Use </li></ul><ul><li>STEP 5: Click on Finish & Create Deployment </li></ul>
  9. 9. Your deployment is now up and running!! To start the customization click on Admin Dashboard and you are ready to manage your Ushahidi platform.
  11. 11. Log In <ul><li>STEP 1: Log into your platform from the </li></ul><ul><li>If you have the platform hosted on Crowdmap </li></ul><ul><li>Or from if you have it installed in your server </li></ul><ul><li>NOTE: If you have a crowdmap platform your username is you e-mail address. </li></ul>
  12. 12. Go to Settings STEP 2: From the main admin dashboard go to Settings to start modifying the settings of your deployment
  13. 13. Settings: The Site STEP 3: Insert your Settings and click on Save Settings. Remember that the Twitter Hashtag you will put in the Twitter Search Terms will be the one that people will use to send you communication related to your platform.
  14. 14. Settings: the Map <ul><li>STEP 4: Set up your map: </li></ul><ul><li>Choose a location </li></ul><ul><li>Decide which base map you want to use </li></ul><ul><li>Configure the zoom of the map </li></ul>
  15. 15. Settings: the SMS sync <ul><li>STEP 5: Set up your SMS provider (if you have one). You can choose in between FrontlineSMS and Clickatel. </li></ul>
  16. 16. Settings: the E-Mail <ul><li>STEP 6: set up your e-mail account details. </li></ul>
  18. 18. Go to Manage STEP 1: From the main admin dashboard go to Manage to start managing your deployment
  19. 19. Manage: The Categories <ul><li>STEP 2: To set up the categories of your deployment you need to click on the Add/Edit button on the top of the page </li></ul>
  20. 20. Add or Edit a Category <ul><li>From the window that will open edit or insert all the information relative to the category. Use the scroll down menu to decide if that category is a top level category or a sub-category. </li></ul>
  21. 21. Manage: Pages <ul><li>STEP 3: Using the pages setting you can create additional pages in your Ushahidi platform. </li></ul>
  22. 22. Manage: New feeds <ul><li>STEP 4: The news feeds section allows you to choose the RSS feeds that you want to have displayed on the home page of your deployment. </li></ul>
  23. 23. Manage: Layers <ul><li>STEP 5: The Layers button allows you to add layers to your map. </li></ul>
  24. 24. Manage: Cloudvox <ul><li>STEP 6: The Cloudvox button allows you to set up your voice mail menu for people reporting to you using voice mail. </li></ul>
  26. 26. The Dashboard
  27. 27. Reports <ul><li>Reports is referred to incoming reports, entering the platform as web-submissions and also reports already approved and created by other sources. To approve or delete or verify a report just click on the corresponding word. If the word id green than it means that that action has been already taken. </li></ul>
  28. 28. Messages: SMS <ul><li>In this section you can see al the incoming SMS. From here you can answer back to the sender, asking for more information, delete the message or create a report out of it. </li></ul>
  29. 29. Messages: E-Mail <ul><li>In this section you can see al the incoming E-Mails. From here you can delete the e-mail or create a report out of it. </li></ul>
  30. 30. Messages: Twitter <ul><li>In this section you can see al the incoming Twitter messages that are marked with the hashtag related to your platform. From here you can delete the message or create a report out of it. </li></ul>
  31. 31. Messages: Voice Mail <ul><li>In this section you can see al the incoming Voice Messages. From here you can listen to it, delete it or create a report out of it. </li></ul>
  32. 32. Create a Report <ul><li>By clicking on create report you will be sent to a Create Report page where you need to insert all the information relative to that message. This process is the same for E-Mail, Twitter Messages and Voice Mail. </li></ul>
  33. 33. “ Create Report” Form <ul><li>Create Report page is where you will add a title [1] , description [2] , category , location[3]. You can also mark if something is “ actionable ” [4], meaning that it needs an action to be taken, and return to update the report if action is taken. </li></ul>
  34. 34. Choosing a category <ul><li>Check the box next to the category that best fits the topic of the report. Each main category pulls down into sub-categories. Click the “+” next to the main category to access sub-categories. You can choose also more than one category. </li></ul>
  35. 35. Location <ul><li>If the report contains location information, you will need to find that location on the map either manually (scroll and zoom) or using the “Find Location” search function. See the section of this Manual called “Find the location” for more information on how to map reports. </li></ul><ul><li>* If there isn’t enough information to map the report skip the report. You cannot save a report unless it has a location. </li></ul>
  36. 36. Date and Time <ul><li>Check the time and date, and make sure they correspond to the time and date of the event you are reporting. If you need to, change it. </li></ul>
  37. 37. APROVE AND VERIFY <ul><li>To approve the report, go to the “ Information Evaluation ” box in the lower left corner. </li></ul><ul><li>Where it says “ Approve this Report?” [1] choose “ Yes .” </li></ul><ul><li>Where it says “ Verify this Report? ” [2] leave it as “ No. ” Only if you have the assurance that the information reported is 100% true you should mark report as verified. </li></ul><ul><li>You can leave “ Source Reliability ,”[3]and “ Information Probability ” [4] blank or add there your impressions on the reliability of the source and the likelihood of the information reported. </li></ul>
  38. 38. Now you are ready to go! <ul><li>For additional information look at: </li></ul><ul><li> </li></ul><ul><li> </li></ul><ul><li> </li></ul>
  40. 40. THANK YOU! <ul><li>Anahi Ayala Iacucci </li></ul><ul><li>[email_address] </li></ul>