YOUR EDITING INTERFACE: SECOND ROW OF BUTTONS

Contents

This takes you to a listing of all the contents in a particular site/folder. You’ll notice a check box to the left of each item, and a box on the right with up and down arrows. There’re also these buttons under the list: “copy”, “cut”, “rename”, “delete”, “change state”, and “paste” (paste only appears after you’ve copied or cut an item). To apply any of these functions to an item, you must first click the check box next to the item, then click the function you want. You can check multiple items to apply the same function to all of them at once.

• Copy, cut, paste, delete: Self-explanatory. These are the same as in most computer applications.
  
• Rename: When you create an item, the system automatically generates a URL path for it using the title (for instance, if you name a page “My Research Page”, the default name for that page in the URL would be “my-research-page”). However, you can use the Rename function to change the title or the URL, or both. When you click Rename, you’ll go to a page with two fields: New Short Name and New Title. The New Short Name is where you type in what this page would be called in the URL. This function is helpful in cases where an item has a long title but you want a shorter URL. BEWARE, however, that all links to that item from other pages will need to be updated after you change its URL.
• Change state: An item can have one of three states: Public Draft, Published, or Private.

• Public Draft: the default state when an item is created. The item is visible to anyone, with or without log-in.
• Published: This makes the page visible to anyone, with or without log-in. NOTE: The difference between Public Draft and Published is purely a workflow issue and doesn’t affect who can see the item, so either one would be ok.
• Private: The item is only visible to the person who created it and people with site-management access. Use this state if you don’t want anyone else to see a site/page while it’s still under construction.

            When you click on “change state”, you will be taken to a page with the following fields:

• Affected content: Make sure the items you want to make private or public are checked
• Include folder items: If the item you’re changing the state for is a folder, you can check this box to automatically make all the content in that folder private or public.
• Effective Date: If you’re working on something that contains time-sensitive material (e.g.: information about an embargoed publication), you can set a date and time when this item will be automatically published and become viewable to the public.
• Expiration Date: You can also set a date for when this item will be automatically set to private.
• Comments: If you have any notes about an item.
• Change State: Check the appropriate field. When an item is set to private, you have the option of publishing it or “make visible”, which sets it to Public Draft.

• The little up and down arrows to the right of an item are used to adjust its positioning in the navigation menus. Every page or folder that is created is automatically added to the navigation menu on the left in the order that they’re created. To change an item’s order, click the check box next to it, then click up or down arrow to move it. Unfortunately, it only moves one spot at a time, so you have to repeat the process until you get it into the spot you want.

View

This shows you the page as it’d be seen by the public.

Edit

Click this button to edit the content on a page. The options you get will differ somewhat depending on if you’re editing a page, a folder, or an image.

Properties

The main thing on this page you’d likely use is the checkbox that says “Exclude from navigation”. The system automatically puts every folder or page that’s created into the navigation menus. However, there will be times when you create a folder or page that you don’t want to appear in the navigation. In those cases, check this box.

Other settings on this page that you might use:

• Allow Discussion? This is set to Disabled by default, and you should leave it on that unless you want to turn the page into a discussion forum where people can post comments.
• Effective Date: Set a date for when this item becomes viewable to the public
• Expiration Date: Set a date for when this item becomes private and hidden to the public

          You will in all likelihood never need to touch the other options on this page.

Sharing

This is where you can assign certain registered users access to edit your whole lab site or just certain pages or folders. In the first field, you’ll see a list of users who are currently assigned to this page and the level of access (“local roles”) they have. To change the role of someone from this list, check the box next to their name, and then check the box next to the appropriate role from under the users list, and click the “assign selected role(s) to selected user(s) group(s)” button.

In the second field, you can add users who aren’t already assigned. Use a search criteria to find the user, type in a search term, and click “perform search”. You’ll get a list of found users along with a list of roles. Select the appropriate user and role, and click the “assign local role to selected user(s)” button.

The third field contains a list of user groups. There might be some instances where you’d want to give editing permission to an entire group of people, such as all SOP faculty. You can assign a user group permission rather than individually find every faculty member and assign them individually. But chances are you would rarely, if ever, use this function.

The fourth field is a checkbox called “Inherit roles from higher levels”. If this box is checked for a particular folder, then someone who has permission to edit a higher-level folder would automatically have access to this folder. For instance, you have a folder called “Research” and a subfolder called “Genomics” (../Research/Genomics). If you check the “Inherit roles” box for the Genomics folder, then anyone who can edit content in the Research folder would also be able to edit the Genomics folder.

Aliases

Leave this alone. There’s nothing on this page that you’d need.

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