Post on 19-May-2015
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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
huit-aws@harvard.eduHarvard Web Publishing Initiative
2013
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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
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Log into Your Web Site
To log into your site, click the Admin Login button on the lower right.
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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.
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Create Content For Your Site
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).
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Create Content For Your Site
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.
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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)
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Add inline Links, Files and Images(Add a link)
Next, click on the chain link icon
First, highlight the link text
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Add inline Links, Files and Images(Add a link)
Enter the link URL and Title
Click Insert
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Add inline Links, Files and Images(Add a File)
First, put the cursor where the link text should begin
Click the Add Media button
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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
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Add inline Links, Files and Images(Add a File)
The file icon will appear in the edit form. The full link text will appear when viewing the page.
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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
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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
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Add inline Links, Files and Images(Add an Image)
Click on the image to highlight its borders.
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Add inline Links, Files and Images(Add an Image)
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.
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Create a new Image Gallery/Slideshow(Create an image gallery page)
Choose Image Gallery
Click the Build link in the Administrative Toolbar
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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.
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Create a new Image Gallery/Slideshow(Add images to the gallery)
Click here to add images to the gallery
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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
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Create a new Image Gallery/Slideshow(Add a slideshow widget)
Choose the site section
Choose Slideshow
Click the Add New Widget link
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Create a new Image Gallery/Slideshow(Add a slideshow widget)
Enter a widget title
Choose a gallery
Additional display options
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Create a new Image Gallery/Slideshow(Add a slideshow widget)
Now the new slideshow widget is ready to be placed into the site layout
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Update the Front Page Slideshow(View the slideshow page)
Within Content section of the Control Panel, view the page gallery page for your slideshow
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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
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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.
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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.
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Edit Widgets(The widget settings form)
Choose the settings for the widget
Click Save
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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
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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.
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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”.
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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
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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
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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
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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
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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
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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
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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
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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.
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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
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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
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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
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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:support@openscholar.harvard.edu