Our hope is that our 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.

Take a Look!

• Open the Radiology website at http://www.rad.washington.edu/

• Log in. Click on any link at all on the front page. Then, on the type right, click Log In. Enter your UW Net ID, and your password. (Why log in from another link first? Because on any other page of the site, your log in will be noticeably faster. The front page takes longer to load!)
• 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. When you are on the phone with us at Tech Support, the reload function will seem to take 3.5 times as long. This is a great time to catch a few deep breaths and reach for the ceiling.

• Search. Find the Search Site window on the top right. Type your [FirstName FamilyName], and click the Search magnifying glass. This should open one or more links. Click the first link. This should open your personal page in the Personnel section. (The Personnel section, with all its information and images, is quite large. It takes a long time to load.)

• My Folder. Find your own personal workspace, called “My Folder.” (Every department member is given a My Folder space on the website. The Personnel section holds everyone’s My Folder.) Whenever you log in, this icon 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 say this: UW Radiology > Personnel > [Your Name] This string is the "bread crumb trail." (Yes, Plone sites call it that. 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? Because some urls on this website are very very long, and when you paste them in a document or tech support ticket they will not open properly. 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. (Do you really want to read a long url over the phone?)
• Green Frame. At the top of the page, find the “green” (really avocado-mustard) strip at the top and become familiar with its tabs such as Contents, View, Compose, Edit, etc. In Plone manuals and these instructions we’ll often be referring to the green edit frame.
• Contents tab: In a folder, Contents will display the items in the folder in a table view. To open an item, click its title in the table. If there are too many items for you to view, you can look below the table and click Show All Items. Note that below the table there are function buttons for managing the items in the folder. We'll discuss those a bit 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, return to My Folder. This time, go up levels by clicking nodes of the Navigation tree: Radiology Personnel, then UW Radiology. After you've descended a level in the site, you might also be able to use the backward button on your browser.
  
• To Navigate DOWN Levels: Nothing special. On a web page or the left-hand global navigation menu, just click the items that you want to open.
• Intranet. Find and open Intranet on the top right. This way you can become familiar with groups, committees, and projects within the department. 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. The link just above the link “Intranet” is  “Information Services.” Click on that. Then on the left-hand menu open Using the Website. On the left, click on FAQs. This opens lots of tips on editing the website. For example, on the left menu you can open “How Do I Edit My Folder?” It's good to be very familiar with this page and finding it.
  

Help and Support

• Try a Ticket. Choose either option.

1. Look at the running footer on each page of the website, and click on the third link, “Request features or report problems with this website.” This will open a web form. Fill in, and submit.
   
2. Email  cases@uwrad.fogbugz.com

In the subject line you can call it TESTING FOGBUGZ and and in the message say something like “Hey Guys, I'm testing your ticket system!” Then we can print and save your ticket and hang it on the refrigerator as art. You should receive back an automatic email with your ticket number. This secures a place in the queue for your question. We'll all get an email in our Outlook Exchange.

• Help Us Help You. Later when you submit a real ticket for tech support, please copy/paste in the url of the page you were looking at when the trouble happened. What were you trying to do? What message or behavior did you get from the software? ("Does not work" will not give us enough information to help. Did the page freeze? Did the link fail to open? Did your text vanish?) If an error message appears, please copy and paste it in your ticket. For example: "I was at this page (url) and clicked A to look for B, but the link did not open and I got error message C." We recognize many error types on sight, and can quickly advise you.
  
• The sooner the better! That way we can access the error logs easily. We are insatiably curious about things that go wrong, and we care about fixing them. 
• Why do we use a FogBugz ticket system at all? A ticket is a permanent record of your request, documenting your issue and our solution. It gives special priority to urgent requests, and lets us maximize the time that we have. It also calculates our time, and the types of incoming requests so that we can keep improving the site.

Add New Items

• Add New Folders: Create a New Folder. Folders are like a clear glass display case, for storing 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. Look at the tabs beneath the Search window. 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, to view your new folder, click on the next higher level in the Navigation Tree (that link should be your name). Click on Contents.
  

• Add New Pages: Create a New Page to carry text, images, or links. Open My Folder. Open Add New > Page. 

1. Title. This is required; otherwise your page won't save).
2. Description: This is optional. According to learnplone.org, this field will appear in search results, and as a pop-up when you hover the cursor over the item in a navigation link.
3. Note: The Title and Description fields will not accept tabs, indents, centering, links, or carriage returns! For these fields, try to use 10 words or less.
   
4. Click Save.
   
5. Click My Folder > Contents to see your page.
   

Why not use the option 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. Tree climbing is the method you will use to go up a level from a page, because a page does not have the "Up one level" link. It doesn't have a Contents tab either.

• PowerPoint Lectures: Open the destination folder where you'd like the lectures to appear. Click Contents tab, upper left. Open Add New tab on the top right, and from M for Microsoft select MSPowerPoint Presentation. This opens a new page. Enter the Title of your presentation. Click Browse to find it on your desktop. Save. Note: When lectures are stored on line, it will not be possible to open them and edit or delete slides. PowerPoint is a desktop application only, and can't be opened and edited on the web. Instead, take your desktop copy of the presentation (or download the one on line), edit as you like in PowerPoint, then upload the edited version.
  

Move Things Around, and Delete Them

• Copy. Go to My Folder > Contents to see the title of your folder, and the title of your page. Checkmark the page, choose Copy, move up a level, and Paste the page there. Now compare and see -- the page will exist at both locations.

• Move. Go to My Folder > Contents to see the title of your folder, and the title of your page. To move the page into the folder, first remove the page from its old location. Click the check box next to your page. Then, click the Cut tab below the table to tuck it into the clipboard. Now immediately click on the title of your folder. (Don't just click the checkbox next to the folder -- you have to click the title itself, and open the folder.) When the Contents view of your folder opens, you will see that the Paste button beneath the table is highlighted. This is a reminder to you that you have just cut something from another location. Click Paste, and your page should appear inside the folder. (By the way, when you click Cut, the page will not disappear from its old location. It will disappear from the old location only after you select Paste.) To move the page back, checkmark the page, click Cut, move up one level, and Paste. Don't use Copy to move an item! Many of us like to play it safe by making a copy at the new location before deleting the one at the old location. The glitch is that often one can forget to delete the first copy. Then one can keep merrily updating the new one -- only to find that people have used Search to use the earlier copy. Also, if the page contains links, the copy/delete will break the links whereas cut/paste will preserve them. Just Paste as soon as you Cut.
  
• Delete Folders and Pages. My Folder > Contents to see the title of your folder, and/or the title of your pages.  First, click the check box next to your page. Then, click the Delete tab below the table. 
• 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. Click up a level to find Add New as well as Contents. Remember these two tricks next time you are trying to find contents, or add items: they're not lost -- just look up there in the tree!

In Tutorial 2, we will look at page editing.