OpenScholar 3 Training and Resource Guide

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 Analyst
Brie Pendleton - Web Project Support Analyst
huit-aws@harvard.edu
Harvard Web Publishing Initiative
2013
Managing your web site in OpenScholar 1

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. 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. 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.
Managing your web site in OpenScholar 4

5. Click Content from the Create Content For Your Site
Administrative 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. 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 page
Click Save at the
bottom of the page
Managing your web site in OpenScholar 6

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 Delete
Managing your web site in OpenScholar 7

8. Add inline Links, Files and Images
(Add a link)
First, highlight the
link text
Next, click on the
chain link icon
Managing your web site in OpenScholar 8

9. Add inline Links, Files and Images
(Add a link)
Enter the link
URL and Title
Click Insert
Managing your web site in OpenScholar 9

10. Add inline Links, Files and Images
(Add a File)
Click the Add
Media button
First, put the cursor
where the link text
should begin
Managing your web site in OpenScholar 10

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. 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.
Managing your web site in OpenScholar 12

13. Add inline Links, Files and Images
(Add an Image)
First, put the Next, click on the
cursor where the Add Media button
image should go
Managing your web site in OpenScholar 13

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. 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. Add inline Links, Files and Images
(Add an Image)
Click the align right (or left) button
to wrap the text to the site of the
image.
When the image alignment
is complete, click Save
Managing your web site in OpenScholar 16

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. 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. Create a new Image Gallery/Slideshow
(Add images to the gallery)
Click here to add
images to the gallery
Managing your web site in OpenScholar 19

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. Create a new Image Gallery/Slideshow
(Add a slideshow widget)
Choose the site
section Click the Add New
Widget link
Choose Slideshow
Managing your web site in OpenScholar 21

22. Create a new Image Gallery/Slideshow
(Add a slideshow widget)
Enter a widget title
Choose a gallery
Additional display options
Managing your web site in OpenScholar 22

23. Create a new Image Gallery/Slideshow
(Add a slideshow widget)
Now the new slideshow
widget is ready to be placed
into the site layout
Managing your web site in OpenScholar 23

24. Update the Front Page Slideshow
(View the slideshow page)
Within Content section of the Control
Panel, view the page gallery page for
your slideshow
Managing your web site in OpenScholar 24

25. Update the Front Page Slideshow
(Change the slideshow images)
Click Add New Image to add Reorder the images by clicking
a 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. 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.
Managing your web site in OpenScholar 26

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. Edit Widgets
(The widget settings form)
Choose the settings
for the widget
Click
Save
Managing your web site in OpenScholar 28

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 widget
Click Save to another region
Managing your web site in OpenScholar 29

30. 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.
Managing your web site in OpenScholar 30

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. 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.
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. 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.
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. The Menu section allows you to create and rearrange your site’s navigation menus.
Add a new Menu Link
Drag the cross icon to re-
You can select the menu that you
order a menu link in the
want the link to appear in from the
navigation
dropdown list.
Click Save
Settings at the
bottom of the
page
Managing your web site in OpenScholar 34

35. 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.
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. 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
vocabulary list screen
Add a new term from
the term list screen
Managing your web site in OpenScholar 36

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. 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
Managing your web site in OpenScholar 38

39. 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.
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. 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
Managing your web site in OpenScholar 40

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. OpenScholar Glossary
App - A section of your site that can be enable or disabled
Widget - 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 scheme
Content type - A specific type of content, such as announcement, profile, etc.
Taxonomy - A system for categorizing your site’s content
Vocabulary - A group of taxonomy terms
Term - A keyword or phrase that captures the main topic(s) of the content
Page - A single post
Booklet - A group of posts that have a relationship to each other
Control Panel - The administrative section of OpenScholar
Administrative toolbar - The toolbar that provides navigation for the Control Panel
Managing your web site in OpenScholar 42

43. 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
Managing your web site in OpenScholar 43