Tutorial 1: The Tour

Our hope is that these tutorials can help you develop new skills, see what Plone software can do for you, and then fill in the blanks with a Radiology Web Services training or ticket. In Tutorial 1, we'll introduce new terms and two items: folders, and pages.

Help!

 

For tech support help from Radiology Web Services for editing the website, either

Whichever way you choose, we will receive an immediate email notification.

Requests to the Tech Team

  • What Happened?

Tell us where you were, what you wanted to do, and what result you got. It's helpful if you can copy and paste the url of your page into your message, tell us what you clicked on, and what result you got. Did the website freeze up? Did your changes vanish? Did you get an error message?

  • Error Messages

If the website gave you an Error Message, please copy and paste the message itself into the text of your ticket email! This will help us help you much faster. Error messages are the software's attempt to tell us what happened and why, and we like to listen. It also helps us gather data about error patterns and their resolution.

  • Content Changes

If your ticket regards basic content-editing, such as adding and editing a page to a section under your management, Mary Giles will respond to your ticket and send you instructions (or a link to instructions) so that you can make your changes as you like.

  • Why submit a ticket, rather than contacting team members directly?

With a ticketing system we can account for our time. The FogBugz system can classify the kinds of work, and the minutes it takes us to resolve each problem. This way we can run reports to track user requests, page activity, areas to work on in the future, and our manpower needs so we can document how much staff time it takes to do this work. It also records our correspondence with you; team members refer to and discuss this list often.

  • Can you edit the contents of my site? We have urgent changes.

Ordinarily we have the resources only to assist people in editing their own pages. In your ticket, paste in the url of the folder or page which needs the change, and describe the type of change needed. We’ll walk you through it.

Come On In, and Take a Look!

  • Open the Radiology website at http://www.rad.washington.edu/ 
  • URL, Copy. At the top of your screen, highlight the http://www.rad.washington.edu/  string, and hit Control C. Now move to any other website, and in that window click the new url, and hit Control V. Ideally you will arrive back at UW Rad home page. This way if you contact Tech Support and we ask you to email us the url of your web page, that’s how to do it.

  • Log In using the link at the top right. Enter your UW Net ID, and your password. Where’s the logout button? There is none. To exit, you must close every tab of your browser. (If you are already logged in to some other UW system, the website will not ask you to log in again.)

  • Wait. Every time you move to a different page in the site, or save a content change, for a few seconds your cursor will turn to an hourglass. When it does, at the top of the screen there should be a wheel of dots circling around and around. This just means that the page is reloading. If you are opening the Personnel section, or if many people are viewing the website, the reload time will be longer. This is a great time to stretch and catch a few deep breaths.

  • Search. Find the Search Site window on the top right. Type your [FirstName FamilyName], and click the Search magnifying glass. (While you are typing, the Live Search function will fling up some preliminary link suggestions. You can ignore this.) Hit Enter. This should open a list of one or more links. Clicking the first link with your name should open your personal page in the Personnel section. (The Personnel section is quite large. It takes extra time to load.)

  • Find My Folder. This is the link to your own personal workspace. When you are logged in, this link appears at the top right corner of every page of the website. Click on this to open your own personal workspace. We’ll edit this later.

  • Navigation Tree. Find the hierarchy path in the beige strip toward the top of the page. It should now say this: UW Radiology > Personnel > [Your Name] This string is the "bread crumb trail." (It's from a fairy tale called Hansel and Gretel, who left bread crumbs to mark their path in a forest.) This tree path shows up on every screen of the website to show you how you got there from the main page. It’s good to notice and make a note of this string for reference when you want to remember what page you were viewing. Why not just copy the url for reference? Because some urls on this website are verrrrry long, and they will not open properly when you paste them in a document or tech support ticket. And if you are advising a visitor to your page, or if you email or call us at Tech Support, it’s good to be prepared to explain this string to people so they can find the right place. (Otherwise, would you really want to read a long url over the phone?)

  • Green Frame for Plone. At the top of the page, find the “green” (really avocado-mustard) strip at the top, and notice its tabs: Contents, View, Compose, Edit, etc. In Plone manuals and these instructions we’ll often be referring to the green edit frame. You will see the green frame only when you are logged in. (Note: this is not the same as the green Kupu bar! We’ll get into that later.)

  • Navigate UP Levels: Click on My Folder. Click on the Contents tab toward the top left. Below your name on the left, find the small arrow and the link "Up one level." When the page reloads, you should be at the main page of Radiology Personnel. Click up one level again. You should see the home page. Now try this alternative: Click the My Folder link, top right. This time, from My Folder move up levels by clicking nodes of the Navigation tree: Radiology Personnel, then UW Radiology.

  • To Navigate DOWN Levels: Click the items that you want to open.

  • Intranet. Find and open Intranet on the top right for projects, groups and committees for department member viewing only. For example, at “$ave a Dollar a Day” you can see and contribute to the forum discussion on sustainable cost-cutting for Radiology.

  • FAQ. Open Intranet. Then look at the left-hand menu, and click “Information Systems.” (This is under the heading Navigation, and is NOT the Information For or the Information About tabs above. Sorry, it's confusingly redundant.) Then on the left-hand menu open Using the Website. Practice finding this page from anywhere in the site in 3 clicks. It will save time when you have a question.

Add New Items

Create a Folder:

Folders are like a glass display box to store and organize items such as pages and images. You can create and work with practice folders in your own workspace. Open My Folder. (The word "folder" in the two names is only a coincidence. You can open folders anywhere; you don’t have to be in My Folder). Note that in the green edit frame the View tab is highlighted. When you are working in a folder and in View mode, there will be 4 tabs in the upper right: Actions, Display, Add New, and State. Choose Add New > Folder. This opens the Add Folder page. Enter a title for your folder, and click Save. The title of your new folder should appear, with the message “Info -- Changes Saved” right above it. Notice that your folder title also appears in the Navigation Tree above. To view your new folder, click on My Folder, then click on Contents. Or, click on the next higher level in the Navigation Tree (that link should be your name). Click on Contents.


Create a Page:

Open My Folder. Open Add New > Page. Enter a title for your page, and click Save. Click My Folder > Contents to see your page.

Note: Why not use the other options, such as Add New > MS Word Document? Because then your reader will need to open MS Word and download the document before reading, and for some users this could be a complication. It's simple to just build a web page, and copy in your data. Then your readers can view it directly, search the website to find your material, and (with proper authorization) even edit the page online to collaborate with you.

Note: To go up a level from a page, you can’t click “up one level,” because that link won’t appear in a page (a page doesn't have a Contents tab either.), but you can click the next higher link in the navigation tree.

Note: Every time you add a new item, the new item will go to the very bottom of your folder contents, and its access State will be green, meaning "Members Only." Click here to change the order of items in a folder , and to change the Access state of an item to more private or more public.

Linking to items: If on your page you wish to create a link leading readers to an item on your desktop or in a shared drive, first upload a copy of the item to the folder containing the page! Open the folder, click on Add New, select the item type, browse your destop or shared drive and click on the item, and Save. After the item is in your folder, then you open a page in that same folder and create a link which points to that item in the folder. (See Links, Internal .)

Move Stuff Around

Copy a Page:

My Folder > Contents. Checkmark the box next to the title of the page. Choose Copy.

Open the folder.  Click Paste. Now the page will exist at both locations. To delete the additional copy inside the folder, checkmark its box and click Delete. 

Move a Page:
Now to move the original page into the folder, checkmark the page. Click Cut. (The page will not disappear from this location yet.) Now immediately click on the title of your folder, not on the check box next to the folder. When the Contents view of your folder opens, click Paste. Your page should appear inside the folder.
Note: Don’t use Copy to Move a page! Sometimes, when people move a page they want to take the precaution of making a copy at the new location before deleting the one at the old location. The problem with this is that busy people can forget to delete the first copy, then update both at various times. Or, they can keep merrily updating the new one -- only to find that your readers have used Search to access the earlier copy. Also, if the page contains links, cut/paste will preserve the links; copy/delete will break them!

Items, and Their Behavior

 

  • Identify Your New Items: Like pieces on a chess board, various website items behave differently, including folders, pages, and images. To understand their behavior, first identify what they are. Go to My Folder > Contents. Now hover your mouse over the items in your contents. The mouse pointer should turn to a gloved hand pointing at the item, and a pop-up tag should appear saying "folder" or "document" or "image." Another way is to open the item, then click Edit. Right above the folder or page you will see "Edit Folder" or "Edit Page." This brings us to the next 2 tricks:
  • Contents tab, Finding practice. My Folder > your test folder > your page. Open the page. Where did the Contents tab go? Well, a page doesn't have other pages or folders nested inside. So a page has no Contents tab. (A page can have an internal table of contents for text headings, but we'll talk about that later.) If you go up a level on the Navigation tree, you should see the parent folder and the Contents tab.
  • Add New tab, Finding practice. My Folder > your test folder > your page, open. Where's the Add New tab? A page doesn't have one. You can't add pages or folders to a page. That's why a page has no Contents. If you go up a level on the Navigation tree, you should see the parent folder and the Add New tab.

This is the end of Tutorial 1. In Tutorial 2, we will look at how to edit a page.

 

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