Omeka.net User Guide for Scholars. Creative Commons - BY

Transcription

1 Omeka.net User Guide for Scholars Creative Commons - BY

2 Table of Contents Overview 1 Use Case: Scholars 1 Step by Step Instructions 1 Sign Up and Choose a Plan 1 Manage Themes 3 Manage Plugins 6 Add Items 6 Docs Viewer 9 Manage Tags 10 Geolocation 12 Exhibit Builder 3 14 Simple Pages 21 Contribution 22 Manage Users 25

3 Overview Use Case: Scholars Publish a digital essay, share primary source collections, and collaborate with others in the creation of digital scholarship. Print a copy of the User Guide for Scholars (PDF). Sign up for an account. Choose a domain name that reflects the topic of your research, so that others interested in this topic can better find you on the web. Choose a plan that suits your needs, by reviewing available plugins, storage options, and number of sites. Or try a basic free plan initially and upgrade later. Choose and configure a design theme. Add a header image, and think about ways to customize the navigation or display of Dublin Core fields (all can be edited later) for item record pages. Upload photos and digitized documents to build the website s archive. Display PDF documents on your site by installing the DocsViewer plugin. Tag items to create connections among sources, which allows site visitors to engage with themes in your work. Map your collections using the Geolocation plugin, so site users may browse them on a map. Write a digital essay that combines the uploaded sources with original narrative using the Exhibit Builder or by creating a Simple Page. Collect sources via the web by installing and configuring the Contribution plugin to collect documents, images, videos, audio, and other types of files. Collaborate with colleagues on building and managing the website by inviting them to become administrative users. Step by Step Instructions Sign Up and Choose a Plan Signing up for an account is as easy as clicking the Sign Up button and completing the available form. 1. Choose a Plan: Omeka.net offers 5 different plans to choose from. Please note that you must sign up for a free account to be a user/collaborator on any Omeka.net website. Basic (free): 500 MB storage; 1 site; 10 plugins (COinS, CSV Import, DocsViewer, Exhibit Builder, Library of Congress Suggest, OAI-PMH Harvester, Reports, SharedShelfLink, Simple Pages, Social 1

4 Bookmarking); 4 themes (Berlin, Minimalist, Season, Rhythm). Plus ($49/year): 1 GB storage; 2 sites; 17 plugins (COinS, CSV Import, DocsViewer, Exhibit Builder, Google Analytics, Hide Elements, Item Order, Library of Congress Suggest, OAI-PMH Harvester, Omeka API Import, PDF Text, Reports, SharedShelfLink, Simple Contact Form, Simple Pages, Simple Vocab, Social Bookmarking); unlimited themes (Berlin, Minimalist, Season, Rhythm, Emiglio, Thanks Roy, Santa Fe). Silver ($99/year): 2 GB storage; 5 sites; 23 plugins (COinS, Carousel Short Codes, Contribution, CSS Editor, CSV Import, DocsViewer, Exhibit Builder, Geolocation, Google Analytics, Hide Elements, HTML5 Media, Item Order, Library of Congress Suggest, OAI-PMH Harvester, Omeka API Import, PDF Text, Reports, SharedShelfLink, Simple Contact Form, Simple Pages, Simple Vocab, Social Bookmarking, Web Services Short Codes); unlimited themes (Berlin, Minimalist, Season, Rhythm, Emiglio, Thanks Roy, Santa Fe). Gold ($299/year): 5 GB storage; 10 sites; unlimited plugins (all plugins currently available for Omeka.net plus additional plugins added in the future); unlimited themes (Berlin, Minimalist, Season, Rhythm, Emiglio, Thanks Roy, Santa Fe). Platinum ($999/year): 25 GB storage; unlimited sites; unlimited plugins (all currently available for Omeka.net plus additional plugins added in the future); unlimited themes (Berlin, Minimalist, Season, Rhythm, Emiglio, Thanks Roy, Santa Fe). 2. Create an Account To sign up for an account, choose a plan (everyone may sign up for one free plan) and fill in the form. Choose a username and password (more than 6 characters), and fill in your name and address. You must also agree to the Omeka.net terms of service Please write down your username and password. Click the Sign Up button. 3. Activate Your Account and Payment After clicking the Sign Up button, you will receive a confirmation , sent to the address you provide in the sign up form, with a link that you must click to activate your Omeka.net account. *Only click the link once. If you click the link more than once from the activation , you will be told No activation exists for the given key. If that happens, please go to the login page and try your username and password. Follow the link to activate your account and you will be directed to a page that confirms the price of the plan you designated in the sign up form. To purchase that plan, click the link to Google Checkout. All transactions are handled through Google Checkout. All sales are final. Plan prices are for one year cycles. There are no partial-year prices or pro-rated fees when upgrading. 2

5 To ensure that there are no gaps in your service, choose the auto-renew option in Google Checkout for all paid plans. If you change your mind about plans, do not proceed to Google Checkout. There are no refunds. Simply go to My Account to upgrade to a different plan. Or, keep the free basic plan. You may also upgrade a plan at any time, but there is no pro-rating. Processing from Google Checkout may take 30 minutes or longer. 4. Logging into your Omeka.net Site Once an account is created, you may access your Omeka.net account and website(s) from any web browser. Login with the username and password you created from Or, navigate directly your new website ( Using your Omeka.net Site See the Managing Websites and Account section of Help. Manage Themes Note: Themes downloaded from Omeka.org will not work on Omeka.net Themes control the public design and presentation of a website, including the main navigation. Manage your themes by clicking on the Appearance tab in the top navigation of the admin dashboard. The first tab to load within Appearance will be the Themes tab (admin/themes/browse). Watch this screencast to see how to modify the appearance of your site: Choosing a theme: If you want to change the design theme from the default choice, click the green Use This Theme button below the theme s thumbnail image in the theme browse page. Configuring a theme: Configurations let you make choices about the look of your site, including adding a logo and homepage text, managing featured elements, and adding footer text. Each configuration is unique to each theme and will be saved with that theme. Click the blue Configure Theme button under the image of your current theme to customize your site. The following choices are available in admin/themes: Choose a logo file. You may upload a logo file that will replace the site title in the header of the theme. Recommended maximum width for the logo is 500px. 3

6 Choose a header image: Upload an image file that will display across the top of your public website. Footer Text: Add some text to be displayed in your theme s footer. This can be a good place to add credits. Display Copyright in Footer: Check this box if you wish to display your site s copyright information in the footer. Site copyright information is found in the General Settings section. Use advanced site-wide search: check this box to allow users to search your whole site by record using advanced search options. Display Featured Item: Check this box if you wish to show a featured item on the homepage. Display Featured Collection: Check this box if you wish to show a link featuring a collection on the homepage. Display Featured Exhibit: Check this box if you wish to show a link featuring an exhibit on the homepage.?homepage Recent Items: Choose the number of recent items to be displayed on the homepage. These appear in the order in which they were mostly recently added to the archive. Homepage Text: Add some text to be displayed on your homepage above the Featured Items. This is a good place to add a very short tagline or description of your site. Save longer explanations for an About page. Save Changes at any time to save these customizations. 4

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8 Manage Plugins Note: Plugins downloaded from Omeka.org will not work on Omeka.net Plugins are tools to extend the basic functionality of Omeka. Each Omeka.net site comes with plugins to allow you to create basic web pages, build digital exhibits, add links for web visitors to connect with their social networking sites, and to make your data readable by bibliographic web tools. You can manage the plugins for your site from the Plugins tab on the top navigation of the admindashboard. Plugins will be listed alphabetically. Each plugin listed will have links to perform various actions: Install: Runs the installer for the plugin and activates the plugin. Uninstall: Runs the uninstaller for the plugin and deletes any information in your installation related to the plugin.?activate: Activates plugin after it has been manually deactivated. All plugins will be activated once present in the Omeka/plugins directory on the server. Deactivate: Action merely unplugs the plugin but does not delete any data collected while plugin was active. Configure: Takes you to a page for customizing the plugin s unique settings. In some cases, uninstalling plugins can delete data associated with the plugin from your database. Check the plugin s documentation before uninstalling if you re unsure. Required Plugins Some plugins are designed to provide basic functionality used by other plugins. Such plugins must be installed and active for other plugins that depend on them to work. 6

9 Add Items Items are building blocks in Omeka. To build your digital collections website, you must first add items. Before Adding Items You may want to consult the Site Planning Tips page to think about how to build your site and what you want to do with your items. An Item contains metadata, or descriptive data about that specific things, based on the Dublin Core Metadata Initiative. Items can belong to a collection, be tagged with many keywords, and used in multiple exhibits. For more information on working with Dublin Core, see the relevant documentation at Omeka.org. Watch this screencast for an overview of adding and managing items. Add an Item 1. From your items page (mysite.omeka.net/admin/items) click the Add an Item button. 2. This takes you to the admin/items/add page where you see a navigation bar across the top pointing you to different stages of adding an item. At any time, you may check the Public and/or Featured boxes to the right of the item form. You may also change this status from the /admin/items page without needing to re-open the individual item.image not found 3. The first tab shows the Dublin Core fields. These are available for every item in the archive. Each field can have multiple values; Simply click the Add Input button beside each field title to add a new input for that field. 4. The Item Type Metadata tab lets you choose a specific item type for the object you are adding. Once you choose the type by using the drop-down menu, relevant metadata fields appear for you to complete. (See Managing_Item_Types_2.0) for information about adding/editing item types.) 5. The Files tab lets you upload files to an item. Clicking the Add Another File link will reveal another field for adding a file. You can associate any number of files to an item. Read more about Managing_Files_ The Tags tab allows you add keyword tags to your item. 7. Assign items to a collection: To the right of the page, under the Add Item button is a drop-down menu where you can assign your item to a collection. Remember, items can only belong to one collection. 8. Be sure to click the Add Item button to save your data. Adding HTML elements to Items 7

10 Each metadata field s text may be enhanced using basic HMTL tags. Check the HTML box below the text box to enable a visual HTML editor. For more instructions, see: Using HTML Editor-TinyMCE Properties of Items Items: Each item contains Dublin Core and Item Type metadata; an item can belong to only one collection at a time and have an infinite number of tags. Items may contain many or no files. Collections: May be comprised of different items. Items may only belong to one collection a time. Tags: Tags can be added to any item, and an item may contain an infinite number of tags. Edit an Item 1. Access the Items from the tab in the left navigation bar on the Dashboard. This brings you to the Items Browse page (/admin/items). Items are displayed with limited metadata, including the Title, Creator, Item Type, and Date Created. To see additional metadata associated with that item, use the Details link under the item s title. You may also use the blue Show Details tab, which will display details for every item on the page. 2. Find the item you want to edit from the list of items or by searching. To edit only one item, use the Edit link beneath the title of the item. This opens an expanded edit page where you may make your edits. Make sure you click the Save Changes button so you don t lose your changes. 3. Image not found Delete an Item To delete one item, you may delete that item by clicking the Delete link found below the title on the admin/items page. You will be asked to confirm this action. You may also delete an item by editing the item, and clicking the Delete button, found to the right of the page under the link to View Public Page. Batch Editing & Deleting Click Items tab from the Dashboard or admin screen. Find items that you wish to edit or delete in a batch by browsing, sorting, or searching. Use the check boxes to the left of an item s title to select it for batch editing, or select the box to the left of the Title heading to select all items available on that page. Once items are checked, click the the Edit button; the items will open in an editing page where you may make changes.image not found You may make the following changes for each batch of selected items: make public or private, 8

11 feature or not featured, change Item Type, switch or associate selected items with a collection, add tags to all selected items, delete Items, include Item Relations, if the Item Relations plugin is installed. Check the list of items to be edited or deleted in the box to the right. Un-check box to the left of items if you marked one by mistake. Click Save Changes to edit all of the selected items. Browse Items (in Admin) Clicking on the Items tab from the Dashboard or /admin page takes you to a list of items listed by default in order of most-recently-added. There are many ways to browse, sort, and search your items. Image not found To sort the browsing results click on a heading for the columns including: Title, Creator, Item Type, or Date Added. To sort by public, private, or featured items, click the Quick Filter link at the top of the list. Items that are not public say (Private) next to the title, Items that are featured have a star inside the item s title To view additional information about listed items, click the Show Details button to display the collection, any tags, a description excerpt, and whether item is private or featured. Also, available are quick links for editing or deleting the item. To search through the items, click the Search Items button which takes you to an advanced search page for searching all items, only. Output Formats Once you have items in an archive, item data may be shared in a variety of Output_Formats. Docs Viewer This plugin is available on all plans. 9

12 Docs Viewer embeds a Google document viewer into item show pages; among the supported file types are PDF documents, PowerPoint presentations, TIFF files, and some Microsoft Word documents. Please keep in mind that some files may take a long time to load, and some may not load at all, depending on file size, connection speed, and other variables. By using this service you acknowledge that you have read and agreed to the Google Docs Viewer Terms of Service. Configure Docs Viewer The configuration page gives you options for where you d like the Docs Viewer plugin to appear: on either or both the Admin or the public views of your site. Under Admin Theme and Public Theme, select whether to embed the view in your item show pages and adjust the width and height of your viewer (in pixels). Save Changes to finish the configuration process. Manage Tags Tags are keywords or phrases that describe a piece of data. They are non-hierarchical labels that classify your content so that it is easily found. 10

13 Image not found To manage your tags, sign into your Omeka.net admin panel for your site and select Tags from the left-hand navigation bar. This displays all the tags associated with items in your archive. You may edit tags, delete tags, view items associated with individual tags, and sort tags. Image not found Each tag used on your site appears as a unit which gives you 1) the number of items with that tag, 2) the name of the tag, and the 3) option to delete the tag. View Tagged Items To view items associated with an individual tag, click on the number to the left of the name of your tag. A browse page opens displaying only items tagged with the tag you clicked. Edit a Tag Editing a tag allows you to rename a tag. Tags edited in the admin panel change on all items across the site wherever they appear. Image not found Click on the name of the tag you wish to edit. Enter the changes you would like to make in the field. Hit Enter and your tag is saved with its new name. Delete a Tag Deleting a tag removes all occurrences of that tag across all items. Image not found Sort Tags Choose the tag you wish to delete from the select menu Select the X to the right of the tag. A window opens with the question, Are you sure? Click Delete, and that tag is permanently deleted across your Omeka items. (If you change your mind, close the query window by clicking on the X in the upper right hand corner.) Image not found 11

14 The menu above your tags display allows you to sort all of your tags. The browse tags panel displays all the tags associated with items in your archive, weighted by frequency used. You may sort and view all your tags by most popular, least popular, alphabetically, or by tags most recently added to items. Geolocation This plugin is available for accounts with Silver, Gold, and Platinum plans. The Geolocation plugin allows you to pin items in your database to a Google map. Items are geolocated individually with related metadata and collectively on a central map. Configuring Once you have downloaded the Geolocation plugin, select Plugins in the top navigation of your admin. Activate your plugin and select Configure. Using the configure page, select: number of locations to show on the map at one time. default latitude, longitude, and zoom level. width and height of map displayed on individual item pages. whether to use metric distances when searching items on the map. whether to make a link available to the Map on the Items/Browse page. whether to add a map to the Contribution submission form, so that contributors can select a location that relates to their submission. After configuring, don t forget to save your changes. Getting Started After you have activated and configured the Geolocation plugin, it is time to geolocate some items. When adding or editing an item (admin/item/edit and admin/item/add pages), you will find a new Map tab. When adding metadata for an item, click on the Map tab to add a location. 12

15 Enter the address of the item you wish to geolocate. A marker automatically maps the selected address. OR, click directly on the map to place the item you wish to geolocate. A marker automatically maps the selected site. To change the location of an item, type in the new address. You ll be asked if you are sure you would like to change the item location. Select OK or Cancel. Don t forget to save your changes. Viewing Items on the Public Map Visitors to your Omeka.net site may use a map to browse through all of your geolocated items. When configuring the plugin, if you selected Add Link to Map on Items/Browse Navigation, a Browse Map link will be added automatically to the secondary navigation on the items/browse page. From this view, visitors may browse all mapped items, browse by tag, search for items, and browse the map. 13

16 They may also locate a mapped item by clicking on the items listed in the right column of the map. Browse and Search Items on Admin Map A Map tab appears in the left navigation bar located on the left side of the Dashboard. Clicking on the Map tab takes you to a map that displays all items geolocated in your Omeka.net site public and not public. From this view, you may also search mapped items using the item advanced search. Search results appear directly on the map. Exhibit Builder 3 This plugin is available for all accounts. The Exhibit Builder plugin allows you to develop online exhibits, or special web pages, that combine items from your Omeka archive and may include narrative text. Exhibits are composed of pages, generally an initial page that introduces your exhibit and subsequent pages composed of the items from your Omeka database that you wish to highlight and/or relate to each other. Exhibit Builder exhibits may be as short as one page or consist of multiple pages. You can make the pages of 14

17 an exhibit hierarchical. The layout of exhibits in Exhibit Builder 3.0 is highly customizable, with the pages composed of smaller units called blocks. There are three content block types which come with Exhibit Builder 3.0: file with text, gallery, and text block. Plugins, Geolocation for example, can also add in content blocks. Configuring Select Plugins in the top navigation of your admin. If you have not yet activated Exhibit Builder, you need to do so before configuring. Select Configure to choose the sequence in which your exhibits appear. Exhibits may be ordered by date added, alphabetically by name, or most recent. Choose the order of your Browse Page Exhibit display from the dropdown menu. Don t forget to save your changes. Getting Started Once you have activated and configured the Exhibit Builder plugin, Exhibits should appear in the left navigation bar. Clicking on it will take you to the Browse Exhibits page (admin/exhibits in your installation). To create an exhibit, go to the Exhibits tab and click the green button labeled Add an Exhibit. This will take you to a new page where you can enter the following metadata: Title: the name of your exhibit, which will be displayed to users. Slug: the abbreviated exhibit name which appears in the url, for example Credits: acknowledgements which will be visible to the public. Description: an introduction or overview for the exhibit. 15

18 Tags: keywords or themes that give users another option for finding exhibits. Once you have entered the data, click Save Changes to create your exhibit. Theme By default, your exhibits will display using the same theme as the rest of the site, or you may choose a different theme for each exhibit. To do so, select a theme from the drop-down, which will default display Current Public Theme. After selecting a specific theme for exhibit, you can configure that theme by adding a logo, header image, footer text, and copyright information which displays only for that exhibit. Note that if you change the theme, you must click Save Changes before you configure the theme. So if you have been using Berlin and you want to change to the Winter version of Seasons, you will have to click Save Changes after switching from Berlin to Seasons in the Theme dropdown before you can configure the Seasons theme. Pages Once you have created an exhibit you can add pages to it by clicking the Add Page button at the bottom of the Exhibit Metadata page. Once on the Add Page screen, add the following: Page Title: visible to users, used for navigating through the exhibit. 16

19 Page Slug: an abbreviated exhibit name that appears in the url, for example To save the page information and continue editing that page, click the Save Changes button. To save the basic information for that page and add another page, click the Save and Add Another Page button. Organizing Pages An exhibit on Omeka.net can have multiple pages. You can reorder these pages by dragging and dropping, and you can use drag and drop to set up an exhibit page hierarchy. Note that these hierarchies cannot be more than three levels deep. You can also delete pages from the Exhibit Metadata page through a two-step process. First, click the large black X on the display bar of the page you wish to delete. Once you click the X, the bar will turn red (see the bar for the page Edward in the image below). Clicking the arrow will undo the delete action. To confirm deleting a page, you must click the Save Changes button. Once pages have been deleted, they cannot be restored. Image not found Content Layouts from earlier versions applied to an entire page, but in Exhibit Builder 3.0 pages combine smaller content units called blocks. There are four kinds of blocks: item(s) with text, an item gallery, text only, or a geolocation map (if you have installed the Geolocation plugin). Each page can have one or more content blocks. The File with Text block allows you to pair full size or thumbnail files of your items with a block of text. The item files will all be the same size. Text will appear either to the right or left of the item(s). You can use a single item file paired with text, or have multiple item files to the right or left of a block of text. The Gallery block creates a gallery of item files, generally large square thumbnails. You can add text to the gallery, which will display left or right of the gallery. In a gallery block, you can specify a showcase file, which will appear full size either to the right or left of the text. The other gallery images can be placed below the showcase image or beside it, over the text. The Text Block allows you to create a section of text which spans the width of the entire page. 17

20 To add a content block, select the layout you want in the New Block dialog box. Once you have selected the kind you want, click the Add new content block button. You will have a new block on the page to configure your content. Adding Items If you have selected any block other than Text, choose an item by clicking the large plus sign button appearing in the Items area. An Items Browse dialog box pops up showing all of your items. You can search in the items or browse. To select an item, click on its bar. The right end of the bar will highlight a dark brown Select Item button. Click Select Item to find options for creating a caption for the item. If you have more than one file uploaded for an item, you will be able to select which you want to use by clicking on it. When you have finished, click the green Apply button in the bottom right-hand corner to add the item. Once you have added an item, you can change the caption or selected file by clicking the edit button which sits across the bottom of the item icon. To delete items, click the x in the upper right hand corner of the item icon; this will gray out the icon, indicating that it will be deleted the next time you save changes. If you decide not to delete the item, you can click the arrow which replaced the x, but you must do so before you save your changes. 18

21 Exhibit text can be formatted, either using the formatting toolbar at the top of the text entry box or with html. To write your own html, or paste from somewhere else, click the blue HTML button in the formatting toolbar at the top of the text entry box. This will open up an HTML Source Editor window in which you can work. Layout Options Both the File with Text and Gallery blocks include layout options to change the look of the exhibit page. To access these options, click the black triangle button to the right of the Layout Options text at the bottom of the block. This will reveal dropdown menus with options for changing the layout. File with Text layout options For File with Text you can change the position of the file relative to the text (file position) and the size of the file. File position is either right or left. File size can be full size, thumbnail, or square thumbnail. Whatever you select affects all of the files for that block equally. The text in this block will stay fixed to the right or left of the file, but will wrap below if the length of the text exceeds the height of the file. Gallery layout options For Gallery you can change the position of the gallery relative to the text (gallery position) and select the 19

22 location of the showcase file, if you want to have one. A showcase file is full size, while the rest of the gallery files are large square thumbnails. Exhibit Builder will use the first item in the block for the showcase; note that you can change the order of the items by dragging and dropping. If there is no showcase file or text, the gallery will use the full width of the page. Additional Layouts Some plugins include their own Exhibit Builder content block layouts. If you have installed the Geolocation plugin, you will have the Geolocation Map block as an option in your exhibits. This block has no text. Select items which already have been geolocated using the plugin in their item edit page. This block displays as a map across the full width of the page, with markers for the items you select. Any captions you enter will appear in a pop-up inside the map when the item marker is clicked, as will the item file and title. Previous Exhibit Builder Layouts This chart shows the correlation of previous Exhibit Builder layouts with blocks in the new Exhibit Builder. Although it is possible to reproduce previous layouts using Exhibit Builder 3.0, the content blocks allow for a much wider variety of layouts. For example, rather than having all the files on one side, as in image list left or right, files could alternate sides. You can also combine a Gallery block with File with Text Blocks, or stack multiple Galleries with interpretive text for each set. You cannot change one kind content block (ex. Gallery) to a different kind of content block (ex. File with Text). However, because you can move content blocks around, adding a new block to replace an existing one is less work than in previous versions of Exhibit Builder. Layout options are in italics for Exhibit Builder 3.0 blocks. 20

23 Image not found Simple Pages This plugin is available for all accounts. The Simple Pages plugin allows you to easily create web pages for your public site using a simple form. It requires no programming knowledge and optionally allows users to add basic HTML markup. Once you have installed the plugin, access the Simple Pages Browse page by clicking on the Simple Pages tab in the left hand navigation of the admin dashboard to create, view, edit, and manage your pages. Create Simple Pages To create a new page: From the Simple Pages tab, click Add Page. Start building the page by adding a title (required). Fill out the form as you wish. For instance, add a unique URL slug for the page. For example, about is the slug in the following URL: Add any text you want to appear on the page in the designated box. If you want to format the text, use the buttons that appear at the top of the box to bold, italicize, underline, justify, and link words, or add bullet points. See Using the HTML Editor for more information about adding basic HTML to your page. Note: you may paste in embed codes of iframe s from approved sites, but not objects. To create a hierarchy of pages, or nested page, you may use the drop-down menu on the right side of the screen to choose which page acts as the Parent. If you choose not to nest pages and want them linked on the homepage, choose Main Page (No Parent) option. You can also created nested page hierarchies by managing the site navigation. Just below the drop-down for Parent page, you may arrange indicate the page s order number relative to the others with the same parent page (1 is first) If you are ready to publish the page, click the Save Changes button. Image not found You can edit your pages from the Simple Pages Browse page by clicking the edit button. To delete a page, either click delete on the Simple Pages Browse page or click the Delete button when editing the page. Shortcodes 21

24 Simple Pages can now utilize shortcodes to embed content from your database, plugins, and more. These can be used to easily customize home pages, for example. See here for more about Shortcodes. Contribution This plugin is available for accounts with Plus, Silver, Gold, and Platinum plans. The Contribution plugin provides a way to collect stories, images, or other files from the public and manage those contributions in your Omeka archive as items. The form can also automatically add a recaptcha box at the bottom of each form to prevent spam-bots from spamming your website. Omeka.net has ReCaptcha installed. ReCaptcha it a program that can help ensure that only actual people, not spammers or robots, are using particular parts of your site. It displays an image of two words and asks the user to type them in before continuing. Customizing the Contribution Form Once installed, a tab called Contribution will appear in the left-hand navigation on the admin dashboard. Click on the Contribution tab to go to the plugin s own Dashboard for managing the form, contribution settings, and the public contributors. A basic contribution form is installed and ready to ask users to submit a Story or Image type, and to include their name and address. If you want to modify the form, follow the steps below. Modify the Item Types Collected 1. Click Contribution Types tab 22

25 2. Click Add a Type to choose item types you wish visitors to share. Story (document) and Image are pre-selected, but you may delete these or add new ones. These types will appear in a dropdown menu for visitors to this website. You may choose any item type available (moving image, sound, oral history, et al), or you may create a new item type (see Manage Item Types), which will then be available to select for the public form. 3. Once the item type is chosen, you may rename it for the form in the Display Name field, and also decide whether you want visitors to upload files (Allowed, Disallowed), or if you want to require them to upload files (Required). 4. Click Save Changes. 5. For each item type you chose, pick the fields you want users to complete by clicking the edit button to the right of each item type. 6. In the Contributed Elements section, click Add an Element and an empty text box will appear for you to add in a public prompt to help visitors answer the question related to a specific element (such as description, date, or subject) you have selected from the dropdown menu. 7. If you wish to offer users a choice of pre-determined answers for a specific element, you may install the Simple Vocab plugin and create a set of controlled vocabulary for that element. 8. When finished adding elements, save changes. Create Contributor Questions 1. Click Contributor Questions to add questions about your site s contributors. You will notice that the name and address fields are required and are not editable. 2. To create a new question, click Add a Question. Write your question in the first box, and then choose the size of the field to be displayed on the public form. For a short answer, no more than one line, choose tiny text. For a longer answer, choose text. 3. Click Submit Changes. 23

26 Configure Submission Settings If you would like to send an message to each contributor confirming their submission, enter an address in Contribution Confirmation . Leave this field blank if you do not want to send an . If you would like to receive an notifying you of a new contribution, enter one or more address(es) in New Contribution Notification s to receive a notification. Leave this field blank if you do not want anyone to be alerted of contributions by . Select a custom slug, or URL, that is a relative path to the contribution form. If left blank, the default path will be named contribution. Set the terms of service or consent requirements for contributing to the site by entering text in the Text of Terms of Service box. All contributors to the website must agree to these terms in order to submit their contribution. If you choose, you may specify a collection where new contributed items will be organized. This is not required. Collection designations can be changed and will only affect new contributions submitted after the collection is changed. Save Settings. 24

27 Contributor Information Click the Contributors tab to browse contributors names, s, and items they submitted. Manage Users The Users section allows the site Administrator to control who may access the admin section of the site and what they can do. You may add, delete, and assign categories of use. Manage users by clicking on the Settings button in the right corner of your dashboard, or go to /admin/users. The Browse Users screen shows the number of users, as well as the username, display name, , and role 25

28 for each user. The table displaying users can be sorted by any of those values. From this page, you may edit user information, delete users, or search existing users. To sort users, simply click on the column heading by which you would like to sort. If you want to sort descending rather than ascending, click twice on the heading. The small paired arrows beside the column heading indicate whether the sort is ascending (top arrow darker) or descending (bottom arrow darker). You can search users by username, real name, or address. Username and real name searches can include complete words or partial strings; for example, you could search for any username containing ja. searches only function with a complete address. Add a User To Add a User, invite them by entering the address of the person you wish to invite to collaborate with on your website, and choosing what level of permissions, or access, she/he will have to this website. Be sure to click Invite to complete the process If the invited user does not have an Omeka.net account, they will be directed to the sign up page where they can get a free basic account to work on this website. User Roles and Access You may assign Users different levels of access to the admin interface. Super users can access all available pages in the admin. Supers are the only users with access to the Settings panel, choosing and configuring themes; adding and editing users; changing general settings. Administrator users can access and edit Items, Collections, and Tags. Contributor users can add items and edit items they have created. They may create exhibits using any item in the archive, and have permission to view any public exhibit from the administrative side. Researcher users can see all of the Items, Collections, and Item Types pages public or private, but cannot edit any content. 26

29 Powered by TCPDF ( Edit/Delete Users You can edit user roles by selecting a new role from the dropdown in the user s row, or remove a user s access to your site by checking the Remove box in their row. Complete both actions by clicking the Submit button. API Keys To add an API key for a user, click on the Api Keys link under the username. Enter text for a label for the key in the field provided and then click Update API Keys. An API key will be generated and added to the page. To remove a key, click the checkbox in the Rescind column of keys. Again, click Update API Keys to execute. 27