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Plinkit 2.0 User’s Manual

Plinkit Collaborative Revised August 2010


This manual was developed by the members of the multi-state Plinkit Collaborative using funds in part or in whole from the U.S. Institute of Museum and Library Services, the Bill & Melinda Gates Foundation, and other sources.

Š 2010 Plinkit Collaborative


Table of Contents Introduction: Welcome to Plinkit!.............................................. 1 What Is Plinkit? ............................................................................. 2 About This Manual ........................................................................ 4 Getting Familiar with Plinkit Pages ................................................. 7 The Plinkit Home Tab ..................................................................... 9 The Kids & Teens Tab ................................................................... 11 The eShelf & Research Tab ........................................................... 13 The EspaĂąol Tab........................................................................... 15 The News & Events Tab................................................................ 17 The Library Calendar .................................................................... 19 The About Us Tab ........................................................................ 21 Additional Pages and Features for Staff Users ............................... 22

Chapter 1: Getting Started with Plinkit ................................... 25 Preparing for Your Plinkit Site ...................................................... 26 Getting Your Plinkit Site URL and Login Information ..................... 30 Logging In to Your Plinkit Site ....................................................... 31 Logging Out of Your Plinkit Site .................................................... 33 Posting Your Library’s Location, Hours, and Phone Number .......... 34 Editing, Hiding, and Deleting Existing Pages .................................. 39 Adding a Message from Your Library Director ............................... 45 Creating and Managing News Items ............................................. 54 Managing Events in Plinkit ........................................................... 62 Posting Information about Community Organizations ................... 74

Chapter 2: Getting More Familiar with Plinkit ........................ 79 User Roles and Publishing States .................................................. 80 i


Plinkit’s Major Content Types ...................................................... 86 How Plinkit Stores and Displays Items .......................................... 90 Tabs and Menus for Editors .......................................................... 96

Chapter 3: Expanding and Maintaining Your Plinkit Site ..... 107 Adding and Rearranging Content Items .......................................108 Controlling When and How Items Are Displayed ..........................123 Formatting and Editing Content with the Kupu Editor ..................133 Adding and Editing Tables ...........................................................139 Creating Links .............................................................................150 Uploading Files ......................................................................... 1602 Using Images in Plinkit………………… …………………………………………….164 Using the Staff Calendar……………………………………………………………..178

Chapter 4: Using Plinkit’s Advanced Features ..................... 189 Using Collections to Group Related Information ..........................190 Using the Working Copy Feature .................................................202 Managing Content Versions ........................................................204 Managing Portlets ......................................................................207

Appendix A: Frequently Asked Questions ............................ 213 Appendix B: Documentation Specific to Your State or Regional System……………………………………………………………….215 Index…………………………………………………………………218

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Contents


Introduction: Welcome to Plinkit! This chapter explains the history and purpose of Plinkit (the Public Library Interface Kit) and describes the contents of this manual. It also provides an overview of the basic features of the default Plinkit Web site interface. What Is Plinkit? ............................................................................................ 2 About This Manual ...................................................................................... 4 Getting Familiar with Plinkit Pages .............................................................. 7 The Plinkit Home Tab .................................................................................. 9 The Kids & Teens Tab............................................................................... 11 The eShelf & Research Tab ...................................................................... 13 The Espa単ol Tab ....................................................................................... 15 The News & Events Tab ........................................................................... 17 The Library Calendar................................................................................. 19 The About Us Tab ..................................................................................... 21 Additional Pages and Features for Staff Users ......................................... 22

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What Is Plinkit? Overview Plinkit stands for “Public Library Interface Kit” and refers to a Web authoring environment designed specifically for use by public libraries. Plinkit allows library staff members (or volunteers) to create and maintain Web site content for their libraries quickly and easily, without learning HTML or purchasing special equipment or software. If you are comfortable using a mouse and a Web browser and you have used the basic editing features of a word processing program, you will be able to create and edit pages for your library’s Plinkit Web site in no time at all. All you need is an Internet-connected computer with a current Web browser installed, your Plinkit Web site address, and your login name and password.

History of Plinkit The development of Plinkit began in 2003 as a two-year Library Services and Technology Act (LSTA) grant called “InformACTion” and was initially administered through the Oregon State Library. InformACTion was sponsored by the Multnomah County (Oregon) Library and developed by Eva Miller. In the fall of 2005, the Plinkit project was transferred to the Library Development Services organization at the Oregon State Library, where it is administered by the Technology Development Consultant Darci Hanning. In the summer of 2006, the Plinkit Collaborative was formed to allow multiple state and regional library systems to pool their resources for the purpose of further developing Plinkit. In 2009, the software was upgraded to Plinkit 2.0, bringing new features and functionality to the service. For more information about the Plinkit Collaborative, visit www.plinkit.org.

How It Works The Plinkit Collaborative makes available to its members a master Plinkit site that is pre-populated with features and content that have been designed with the needs of public library Web site editors in mind. The Plinkit Administrator in each participating state or regional system copies and modifies this master site to create custom Plinkit Web sites for individual libraries. These individual library Web sites are hosted at the state or regional system level and administered by the state or regional system’s Plinkit Administrator, but the content on each site is maintained by Plinkit editors at each library.

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Introduction


When your library’s Plinkit Web site is first launched, it will already contain a wealth of useful information and tools for your patrons. The specific content and features initially included by your Plinkit Administrator on your site will vary, but the following standard resources and sections are usually included: 

Online resources for Kids & Teens



A selection of online information tools in Spanish



An eShelf & Research section that includes links to news and reference sources and may also provide access to statewide databases and/or local library databases.

Your Plinkit site will also include a number of areas for displaying information that is specific to your library. When you first view your Plinkit site on the Web, these areas of the site will contain placeholders. To update the site with information about your library’s location, hours, programs, and policies, simply enter your login name and password and use Plinkit’s intuitive editing tools to change the content directly on the Web. The information you add or change will be available on the Internet as soon as you save your edits! As you become more familiar with Plinkit, you can create completely new pages within your site, add more resources to existing areas of the site, and post news items and event announcements to keep your patrons apprised of library activities. You can also use built-in Plinkit tools to maintain a searchable list of community organizations, a calendar of upcoming public library events, a digital photo album, and a staff events calendar.

Welcome to Plinkit!

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About This Manual Purpose and Audience This manual is intended to help Plinkit editors get their libraries’ Plinkit Web sites up and running quickly and easily. A Plinkit editor is a library staff member or volunteer who is responsible for creating and maintaining the content on that library’s Plinkit Web site. Some libraries may have more than one Plinkit editor. Note: Plinkit editors are not responsible for creating or administering Plinkit sites. These tasks are performed by a state or regional system Plinkit Administrator.

Plinkit editors do not need to have prior Web development experience or knowledge of HTML, CSS, or other Web technologies. They should, however, be comfortable using Web browsers (such as Microsoft Internet Explorer or Firefox) and have some experience using a word processing application. This manual is designed to be used in conjunction with instructor-led training or as a standalone tutorial and reference.

Assumptions and Exclusions This manual describes the standard features and structure of the master Plinkit site that is maintained by the Plinkit Collaborative and is provided to Plinkit Administrators as a starting point for creating individual Plinkit sites. Your Plinkit Administrator may have added features or removed features from this master Plinkit site when he or she created the Plinkit site for your specific library. Your Plinkit Administrator probably also changed the color scheme and other aspects of the look and feel of your library’s Plinkit Web site. As a result, the screen shots in this document will not match the appearance of your library’s Web site exactly. Despite the differences in appearance, most of the procedures in this document should apply to all Plinkit Web sites. If your specific site has additional features that require specialized procedures, your Plinkit Administrator may have documented these in Appendix B: Documentation Specific to Your State or Regional System. Note: Many of the pages in the master Plinkit site include examples that are specific to the state of Oregon. In the master site, and in the screen shots in this document, these examples are annotated with bracketed and italicized text. When your Plinkit Administrator created your library site, he or she probably removed these annotations and either removed or replaced the Oregon-based examples.

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Introduction


Content and Structure The manual is divided into the following five major sections: 

Introduction: Welcome to Plinkit — Explains the history and purpose of Plinkit (the Public Library Interface Kit) and describes the contents of this manual. This chapter also provides an overview of the basic features of the default Plinkit Web site interface. This is a good place to start if you are completely new to Plinkit.



Chapter 1: Getting Started with Plinkit — Provides step-by-step instructions for getting your Plinkit Web site up and running and updating it with information about your library. After your Plinkit site is made available to you, you should complete the procedures described in this chapter as soon as possible.



Chapter 2: Getting More Familiar with Plinkit — Explains key Plinkit terminology and functionality. This chapter is conceptual rather than task-oriented in nature, but it will provide you with a good foundation for moving on to the advanced editing and maintenance tasks covered in chapter 3 and 4.



Chapter 3: Expanding and Maintaining Your Plinkit Site — Describes procedures for the most common tasks performed by Plinkit editors. Reading this chapter will help you customize your site and expand it beyond the standard content provided by your Plinkit Administrator.



Chapter 4: Using Plinkit’s Advanced Features — Describes how to manage versions of your site content and the position and appearance of portlets.



Appendix A: Frequently Asked Questions — Provides answers to questions that are frequently asked about Plinkit. This is a good place to begin troubleshooting if you encounter problems.



Appendix B: Documentation Specific to Your State or Regional System — Contains information that is specific to Plinkit sites in your state or regional system. This might include information about additional features, default content, or specialized user roles and permissions. This information has been provided by your Plinkit Administrator. Note: Although your library’s Plinkit Web site may have a slightly different structure or look and feel, the examples illustrated in this document should be similar to what you will see when you first access your new Plinkit site. If you have already received your Plinkit Web site address and login information, we encourage you to follow along in your own live Plinkit site.

Welcome to Plinkit!

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Conventions Convention

Meaning

Bold type

Identifies links, tabs, buttons, fields, Web page titles, and other Plinkit page elements. Bold type is also used for this manual’s section headings and for emphasis.

Italic type

Indicates placeholder or variable text. For example, User Name indicates that you should type in your assigned user name, not the words “User Name”.

Courier font

Indicates text or characters to be entered into a field. If the text is in italics, you should substitute your own text or values. If the text is not in italics, enter the exact characters provided in the procedure.

Thick, rounded rectangle outlines in screen shots

Circled numbers in screen shots

Highlight areas of the Plinkit interface that are discussed specifically in the accompanying text. (If you are viewing a color printout, the outlines are dark blue in color.)

Correspond to features that are described in a numbered list in the text. (If you are viewing a color printout, the circled numbers are dark blue in color.)

Indicates a Tip, a useful hint that will help you use Plinkit, or this manual, more effectively or efficiently.

Indicates a Note, a particularly important piece of information about a feature or procedure.

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Introduction


Getting Familiar with Plinkit Pages The screen shot below shows a sample Home page for a Plinkit site.

Although the content in the center of the page will vary depending on which tab or link is selected, most Plinkit pages will have the following basic elements: 1. Library logo area: Displays a graphic that contains your library name and/or an image associated with your library. You must provide this graphic to your Plinkit Administrator, who will incorporate it into your site. (See “Preparing for Your Plinkit Site” on page 26.) 2. Navigation tabs: Control what information is displayed in the main area of the page. By default, the home page is displayed when you first view a Plinkit site. You can view other pages by clicking the appropriate tab. The content on each of the tabbed pages is described in more detail in later sections of this introduction. 3. You are here “breadcrumb” trail: Indicates where the page you are viewing is located within the Plinkit site structure. The current page is the right-most item in the trail. You can navigate “up” to any other page or folder listed in the trail by clicking the appropriate link in the breadcrumb. 4. Standard top banner links: 

Site map link: Opens a hierarchical view of the contents of the entire Plinkit site. Click any item listed in this site map to display the item’s content.



Accessibility link: Opens a page that describes Plinkit’s accessibility settings, features, policy, and compliance.

Welcome to Plinkit!

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Contact link: Opens the Contact Us page, which displays contact information for your library and provides links to Web pages that site visitors can use to send e-mail directly to designated library staff members. As a Plinkit editor, you can update the library address and phone number fields (see page 37), but your Plinkit Administrator must configure the e-mail forms so that information submitted through them is delivered to the appropriate e-mail address.

5. Search field and button: Allow you to search your Plinkit site for pages containing specific keywords. As you type a search term in the Search Site field, a list of related Plinkit pages is displayed in a LiveSearch pop-up window. If you enter a complete term and then click the search website button, a complete list of your search results is displayed in the main content area. You can also select the Advanced Search option at the bottom of the LiveSearch window to enter more specific search criteria, such as what content types to search. 6. Staff log in link: Opens a form from which library staff members and Plinkit editors can log in to access certain Plinkit features that are not available to the general public. (For more information, see “User Roles and Publishing States” on page 80.) On some Plinkit sites, this link may appear at the bottom of the page instead of in its default location near the top right corner. 7. Left and right columns: Contain “portlets”, small boxed areas that display information and/or provide links to more information. The number and specific types of portlets will vary depending on which page is being viewed. In the default Plinkit configuration, the following two portlets appear on every Plinkit page: 

Navigation portlet: Lists the various folders, pages, and other items contained in the Plinkit site. Clicking a folder expands the list to show the individual contents within the folder. Clicking a topic, item, or file name opens the object in the main content area. Clicking the title bar of the navigation portlet opens a site map in the main content area.



Quotation portlet: Displays a different, randomly selected quotation each time a Plinkit page is reloaded or a new Plinkit page is opened. Note: Other portlets are described in this manual in the context of the pages on which they appear in the master Plinkit template. As a Plinkit editor, you can add, delete, and reorder portlets. For more information, see “Managing Portlets” on page 207.

8. Main content area: Displays information based on selections made by the user. 9. Standard action buttons:

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RSS feed: Opens a form that allows the user to subscribe to a live feed of updates to the Plinkit page. (This button is not available on all pages.)



Send this: Opens a form that allows the user to send to an e-mail address a link to the Plinkit page.



Print this: Allows the user to print the Plinkit page. Only the content in the main content area is sent to the printer.

Introduction


The Plinkit Home Tab When you first access a Plinkit Web site, the home tab is displayed by default.

The screen shot above shows the basic features of the default Plinkit home tab. Tip: If you have navigated to another part of your Plinkit site, you can return to the home tab by clicking the home tab below the library logo area or by clicking the Home link in the navigation portlet. Both of these links will be highlighted whenever the home tab is being displayed.

Welcome to Plinkit!

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In addition to the standard page elements that appear on every Plinkit page, the default home tab also includes the following features: 1. News portlet: Displays links to the most current library news items. This portlet is only displayed if current, published news items exist in the site. When you first gain access to your library site, it may include a sample published news item, which you should remove or update. 2. Library catalog and account access (if available for your library): Allows users to search your library catalog and access their personal library accounts. Library catalog access and library account access must be configured by a Plinkit Administrator and are only possible if the systems used by your library include Web interfaces that can be integrated with Plinkit. 3. eShelf & Research area: Provides links to general research tools. (These links also appear on the Plinkit eshelf & research tab.) 4. Statewide resource links: Provide direct access, within the Plinkit page, to specific online library resources. The default Plinkit site includes two sample links to Oregon resources. Your Plinkit Administrator may have removed or replaced these in your library’s site. You can edit or remove any links that appear in this area. 5. Location & hours portlet: Provides fields for displaying your library’s location, phone number, and operating hours. Initially, this portlet contains meaningless placeholder text. You should replace this “dummy” text with library-specific information as soon as you gain access to your site (for instructions, see page 34). 6. Calendar portlet: Displays a calendar for the current month, with the current date outlined. Dates for which library event announcements exist are highlighted with a differently colored background and bold numbers. Holding the mouse pointer over a highlighted date displays basic event information. Clicking a date reveals more details about all scheduled events for that date. 7. Upcoming events portlet: Displays a list of upcoming library events. Clicking any event in the list displays more detailed information about the event. This portlet is only displayed if future, published library event items exist in the site. When you first gain access to your library site, this portlet may include a sample published library event, which you should remove or update.

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Introduction


The Kids & Teens Tab The kids & teens tab provides links to a variety of electronic resources that are geared toward children and young adults. To view these resources, click the kids & teens tab below the library logo area or click the Kids & Teens link in the navigation portlet.

In a standard Plinkit site, the main content area of the kids & teens tab is prepopulated with a variety of resources similar to the ones shown in the screen shot above. You can edit or delete the information and links that have been provided, as well as add new resources.

Welcome to Plinkit!

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In addition to the resources in the main content area and the standard navigation and quotation portlets, the Kids & Teens page also includes the following portlets: 1. Library catalog portlet (if available for your library): Allows users to search your library catalog and access their personal library accounts. Library catalog access and library account access must be configured by a Plinkit Administrator and are only possible if the systems used by your library include Web interfaces that can be integrated with Plinkit. 2. Children’s books best sellers portlet: Lists current best-selling children’s books. Clicking a book title displays more information about the book. 3. Books for kids by kidsmomo.com: Contains a list of links to recent features on the children’s book site kidsmomo.com. Note: Clicking a link in the children’s books best sellers portlet or the books for kids and teens portlet will cause the selected book information to be displayed.

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Introduction


The eShelf & Research Tab The eshelf & research tab provides access to a variety of general research databases and other electronic resources. To view these materials, click the eshelf & research tab below the library logo area or click the eShelf & Research link in the navigation portlet.

When you first view the eShelf & Research area of your Plinkit site, the main content area will probably contain reference category links similar to those shown in the screen shot above. You can edit or delete these pre-populated links or add new ones. The default eshelf & research tab also contains several portlets in addition to the standard navigation and quotation portlets. The default features of the eshelf & research tab are described on the next page.

Welcome to Plinkit!

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1. News portlet: Displays links to the most current library news items. This portlet is only displayed if current, published news items exist in the site. When you first gain access to your library site, it may include a sample published news item, which you should remove or update. 2. Magazine and Research Databases link: Displays links to research databases, including magazine databases, encyclopedias, and other digital information. Notes: Clicking a link for a specific database opens that database. In some cases, users will have to enter a user name and password to access the list of databases or specific databases. These user names and passwords should not be confused with Plinkit login names and passwords. Public users do not have to log in to use your library Web site.

3. Good Reads link: Displays a list of links to book recommendation lists, best seller lists, and book review sites, as well as links to current local, national, and world news sites. 4. Community Organizations link: Allows users to search by name or keyword for information about local community organizations. Note: The community organization database is maintained by each library’s Plinkit editor (see page 74). Patrons can use a link on the Community Organizations page to recommend organizations for inclusion in the database.

5. Digital Exhibits link: Opens a Digital Exhibits page, from which users can access various groups of digital images. Note: The Digital Exhibits area of your Plinkit site may come pre-populated with example exhibits provided by your Plinkit Administrator. You can keep or delete these exhibits and create your own (see page 171).

6. Library catalog portlet (if available for your library): Allows users to search your library catalog and access their personal library accounts. Library catalog access and library account access must be configured by a Plinkit Administrator and are only possible if the systems used by your library include Web interfaces that can be integrated with Plinkit. 7. More research help portlet: Provides links that open specific online resources. The default Plinkit site includes two sample links to Oregon resources. Your Plinkit Administrator may have removed or replaced these in your library’s site. You can edit or remove any links that appear in this portlet. 8. Search the web portlet: Allows users to search the Internet using Google.

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Introduction


The Español Tab The español tab includes links to a variety of electronic resources in Spanish. To view these resources, click the español tab below the library logo area or click the Español link in the navigation portlet.

When you first view the español tab, the main content area will contain Spanishlanguage reference links similar to those shown in the screen shot above. You can edit or delete these pre-populated links or add new ones.

Welcome to Plinkit!

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The default espaĂąol tab contains the following portlets, in addition to the standard navigation and quotation portlets: 1. News portlet: Displays links to the most current library news items. This portlet is only displayed if current, published news items exist in the site. When you first gain access to your library site, it may include a sample published news item, which you should remove or update. 2. Library catalog portlet (if available for your library): Allows users to search your library catalog and access their personal library accounts. Library catalog access and library account access must be configured by a Plinkit Administrator and are only possible if the systems used by your library include Web interfaces that can be integrated with Plinkit. 3. BĂşsqueda de web portlet: Allows users to search the Internet using Google. 4. El mundo portlet: Displays the top headlines from El Mundo. Clicking a headline opens the El mundo site with the selected article displayed. Clicking see more in the portlet displays a full list of headlines. 5. BBC mundo portlet: Displays the top headlines from BBC-Mundo. Clicking a headline opens the BBC mundo site with the selected article displayed. Clicking see more displays a full list of headlines.

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Introduction


The News & Events Tab The news & events tab provides access to news and event items for your library and community. To view these items, click the news & events tab below the library logo area or click the News & Events link in the navigation portlet.

Plinkit’s news and event features allow Plinkit editors to create news items and event announcements that can be displayed conveniently in the news portlet, the upcoming events portlet, the calendar portlet, and a special Library Calendar. Because news and event items are specific to your library and are time-sensitive, they cannot be pre-populated by your Plinkit Administrator. However, your Plinkit Administrator may have included sample news and event items on your site so that the news portlet and the upcoming events portlet would be visible. You should delete these sample items and create your own news and event items, as described in “Creating and Managing News Items” on page 54 and “Adding Single Events” on page 62. Welcome to Plinkit!

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The news & events tab provides one way for public users to access the news and event items you add to your Plinkit site. The basic components of the news & events tab include: 1. News portlet: Displays links to the most current library news items. This portlet is only displayed if current, published news items exist in the site. When you first gain access to your library site, it may include a sample published news item, which you should remove or update. Note: When you create a news item, you specify a date range during which the item should be considered “current” and be displayed. If today’s date falls between the publishing date and expiration date defined for a news item, the item appears in the news portlet. For more information, see “Controlling When News Items Are Active” on page 60. 2. Newspaper icon and News and Announcement link: Opens a list of all of the current news items, including brief summaries and links to the full items. 3. Calendar icon and Library Calendar link: Open the Library Calendar, which displays all current library events (see page 19). 4. Location & hours portlet: Provides fields for displaying your library’s location, phone number, and operating hours. Initially, this portlet contains meaningless placeholder text. You should replace this “dummy” text with library-specific information as soon as you gain access to your site (see page 34). 5. Calendar portlet: Displays a calendar for the current month, with the current date outlined. Dates for which library event announcements exist are highlighted with a differently colored background and bold numbers. Holding the mouse pointer over a highlighted date displays basic event information. Clicking a date reveals more details about all scheduled events for that date. 6. Upcoming events portlet: Displays a list of upcoming library events. Clicking any event in the list displays more detailed information about the event. This portlet is only displayed if future library event items exist in the site. When you first gain access to your library site, it may include a sample published library event, which you should remove or update. Note: You can use a collection to create sub-categories of news and event items that can be displayed or searched as a group. For example, you could create a collection that groups and displays all of the scheduled movie events for your library. For more information, see “Using Collections to Group Related Information” on page 190.

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Introduction


The Library Calendar The Library Calendar is a unique Plinkit page that displays information about library events. To view the Library Calendar, click News & Events and then Library Calendar in the navigation portlet.

By default, the Library Calendar opens displaying a one-month view of the current month. Information about library events is displayed on the appropriate days in the calendar. Clicking an event displays the full event announcement.

Note: The Library Calendar includes only published events.

Welcome to Plinkit!

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The Library Calendar contains the following navigation and filtering tools, which allow you to view specific time periods or specific types of events: 1. Calendar view tabs (by time period): Allow you to view a broader or narrower segment of time by selecting the day, week, or month tab. 2. List view tab: Allows you to view in a list format (rather than a calendar) either the current calendar items (click the list tab) or calendar items for days that have already passed (click the past tab). 3. Categories check boxes and Refresh button: Allow you to filter the calendar to view events in certain categories. By default, the calendar displays all event types. To narrow the display to one or more specific categories, check the appropriate categories and then click the Refresh button. Only those categories for which current or future events exist are available for selection. 4. Previous, Next, and Today links: Allow you to scroll to the previous or next month, week, or day (depending on your view setting). When you are in the monthly view, the Today link returns the calendar to the current month. 5. Date selection drop-down fields: Allow you to “jump� in the calendar view to a specific day. To do this, select the day you want to view and then click the Jump button. Note: Although you select a specific day when using the Jump button, the calendar will be displayed in the same view type you were using before the jump. For example, if you are viewing the one-month calendar view and you enter December 25, 2010 and click Jump, a calendar for the entire month of December 2010 is displayed.

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Introduction


The About Us Tab The about us tab provides an area for you to publish basic information about your library. To view this area, click the about us tab below the library logo area or click the About Us link in the navigation portlet.

Your Plinkit Administrator will initially populate the About Us section with several pre-configured pages for posting library information. These pages will contain placeholders or “dummy” text. As soon as your receive access to your Plinkit site, you should replace this placeholder material with information that is accurate for your library. See Chapter 1 for complete instructions. The Who We Are page, which is displayed when you click the About Us link, is one of these dummy pages. After you have clicked the About Us link, you will also see in the navigation portlet an expanded list of other About Us pages and folders that will need to be updated with your library’s information or be deleted or hidden from view (see page 39). The portlets on the about us tab are the same as those on the home tab (see page 8 for descriptions of these portlets). Welcome to Plinkit!

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Additional Pages and Features for Staff Users In addition to the standard pages described in the previous sections, standard Plinkit sites generally also contain a Staff Area that is only available to library staff members who have logged in with a user name and password. In most cases, staff users can view, but not edit, the content contained in the Staff Area. Note: Your Plinkit Administrator can configure your Plinkit site to allow staff users to be able to edit content in the Staff Area.

Logged-in staff users are also able to view content that has been published for staff, even if this content is not in the Staff Area. This content is in the staff only state and is not visible to public users (users who do not have a login name or who have not logged in). The links and titles for such content appear in a different color (light green in this manual) than publicly available information. Logged-in staff users can also see an additional portlet that is not visible to the general public. The recent changes portlet provides a list of the most recent changes made throughout the entire Plinkit site. Some staff users are also able to view content that is in the private state. This content has not been published for the full staff or for the general public. The links and titles for this type of content appear in a different color (red in this manual) than either staff only or published content. The first screen shot below shows the default Staff Area page, including the recent changes portlet. The titles of the Staff Area and Staff Calendar are displayed in light green, indicating that they are in the staff only publishing state. These items are visible to all logged-in staff users but not to public users. The second screen shot below shows the Staff Calendar, which functions exactly like the Library Calendar, except that it displays only staff-related events. Any logged-in staff user can access this calendar by clicking Staff Area and then Staff Calendar in the navigation portlet. The events on the Staff Calendar are published only for logged-in staff users. The Staff Calendar and its events are not visible to the public or to staff members who are not logged in. Note: For more information about the different types of staff users and their user rights, see “User Roles and Publishing States� on page 80.

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Introduction


Welcome to Plinkit!

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Introduction


Chapter 1: Getting Started with Plinkit This chapter provides step-by-step instructions for getting your Plinkit site up and running and updating it with accurate information about your library. Preparing for Your Plinkit Site ................................................................... 26 Getting Your Plinkit Site URL and Login Information ................................ 30 Logging In to Your Plinkit Site ................................................................... 31 Logging Out of Your Plinkit Site…………………………………………….33 Posting Your Library’s Location, Hours, and Phone Number ................... 34 Editing, Hiding, and Deleting Existing Pages ............................................ 39 Adding a Message from Your Library Director .......................................... 45 Creating and Managing News Items ......................................................... 54 Managing Events in Plinkit ........................................................................ 62 Posting Information about Community Organizations .............................. 74

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Preparing for Your Plinkit Site Before a Plinkit site can be created and configured for your library, you must enter into a Partnership Agreement with the state or regional system library that will host and administer the site. The Partnership Agreement outlines the responsibilities of both the state or regional system library and your library with regard to configuring and maintaining your Plinkit site and contributing to further Plinkit development. Your state or regional system Plinkit Administrator will review the Partnership Agreement with you as part of a site configuration process. As another part of this process, you will provide the Plinkit Administrator with some basic information and at least one image file, as described below.

Providing Graphics for the Library Logo Area One of the most important things you will need to do to customize your library’s Plinkit Web site is to provide an attractive graphic that will appear at the top of all of the pages in your site. The area at the top of each page of your site should, at a minimum, display your library name. We recommend also including in this area a logo or image associated with your library or community. Here is a sample design for the library name and logo area.

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When you are designing the image for the top of your pages, keep in mind that a tall graphic will “push� the rest of the Plinkit page content down, which may result in your users having to scroll more to view the information in the main area of your site pages. Notice the height of the library name and logo area in the following example, compared to that in the previous example.

The following guidelines will help you design your library name and logo area: 

The recommended maximum height for your graphic is 125 pixels.



The recommended maximum width for your graphic is 575 pixels.



The background of the library name and logo area can either contain an image or be transparent.

You will be asked to provide your library logo or graphic to your Plinkit Administrator, who will upload it and configure the library name and logo area for you during the site configuration process.

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Planning Contact Us Web Forms The About Us section of your site can contain pages that function as e-mail forms. These forms provide a convenient way for your site visitors to e-mail questions, suggestions, or requests to the correct library staff person, all without leaving your library’s Web site. When your Plinkit site is initially set up, the Contact Us page will contain links to several e-mail forms for common activities, as shown below.

A sample e-mail form (the one associated with the Ask your librarian a question link) is shown on the next page. Although we do not recommend that Plinkit editors attempt to configure or edit email forms, your Plinkit Administrator can create and customize forms for your site, according to your specifications. During the site configuration process, you will be asked to specify: 1. Which of the default Contact Us links and e-mail forms you would like to have included in your site. 2. What changes, if any, are necessary to the forms. 3. Whether other forms would be useful and, if so, what the required and optional fields on such forms should be. 4. To whom the information submitted on each form should be sent. (For instance, purchasing requests might go to purchase@yourlibrary.org, while general questions are sent to info@yourlibrary.org.)

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This is a sample Web form. When the user clicks submit, the information entered in the form is sent to an e-mail address that you have specified during the site configuration process. Your Plinkit Administrator can create custom forms to meet your needs. These forms can include required fields (indicated with a red box next to the field name), fields that initially contain default values (such as the Country field above), either/or questions for which a user can select only one option (like the Are you a student? question above), and free-form fields (such as the Your Question text box above). Getting Started with Plinkit

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Getting Your Plinkit Site URL and Login Information After your Plinkit Administrator has received your Partnership Agreement and completed the site configuration process, you will receive the following information: Your site’s Web address (URL): Your Plinkit login name: Your Plinkit password: This is all the information you need to get started customizing and maintaining your live Plinkit Web site! Note: The login provided to you will be associated with an editor user role, which allows you to access and edit certain areas of your Plinkit site. This login and password should be used for all edits to your site. If you have requested site access for other library staff members, your Plinkit Administrator may also provide you with one or more login names and passwords associated with the staff user role. Staff users can view all areas of your site, including unpublished items and certain staff features that are not available to public users. Staff users usually do not have any editing rights by default, although you can ask your Plinkit Administrator to assign them limited editing rights (for example, to the Staff Area) if necessary. For more information about user roles, see “User Roles and Publishing States” on page 80.

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Logging In to Your Plinkit Site To edit the content of your Plinkit site, you must first log in using the login name and password provided to you by your Plinkit Administrator. Note: Logging in provides Plinkit editors with access to the menus and tabs they need to add and edit content. (Some editors can also delete content.) Editors, as well as library staff members who are not editors, can also log in to Plinkit to view content in the Staff Area, which is not available to the public. Members of the public do not need to log in to view and use your library Web site (although they may need to enter a login name and password to access certain research databases or to access information about their library accounts).

To log in: 1. Use your Internet browser to navigate to the Plinkit Web site address provided to you by your Plinkit Administrator (see page 30). 1. Click the log in or staff log in link, which is usually found in the top right corner of most of the pages in your Plinkit site. (Another common location is the very bottom of each page.)

2. In the Login Name and Password fields, enter your login name and password and then click log in.

Tip: Your login name and password are case-sensitive, so enter them exactly as they were provided to you.

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If you have entered a valid user name and password, a successful login message will appear near the top of the main content window and your user name will be displayed in the title bar. You will also be able to see additional content and features that are not available when you are not logged in. These features are displayed in different colors (red and light green in the examples in this manual) to remind you that they are not visible to the public. The screen shot below highlights some of the features that a logged-in editor sees that public users do not see.

The specific tabs and menus on the menu bar above the main content area will vary depending upon the type of content you are viewing, but they generally allow you to edit, add, publish, and delete content (for more information, see “Tabs and Menus for Editors” on page 96). In the navigation portlet, items that are not available to the public are also shown in different colors—in this case, light green for content that is only visible to staff users and red for content that is only visible to editors. A recent changes portlet lists the most recent changes made to your Plinkit site. These features are not available to public users—or to you when you are not logged in! Note: The actual colors used to distinguish the content that is not available to the public may be different based on the specific color scheme for your Plinkit site.

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Logging Out of Your Plinkit Site When you are not actively editing content or managing your site, you should log out of Plinkit to prevent unauthorized access by other individuals or accidental changes to the site content. To log out, simply click the log out link. (In the default Plinkit configuration, this link is located near the upper right corner of each page in your site.)

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Posting Your Library’s Location, Hours, and Phone Number One of the first changes you should make to your Plinkit site is to post your library’s address, hours, and phone number. This information is stored in two locations on your Plinkit site: in the location & hours portlet and on the Contact Us page. Note: The location & hours portlet and the Contact Us page will initially contain fake library information, which you should replace as soon as possible with accurate information about your library.

Updating the Location & Hours Portlet Behind the scenes, the location & hours portlet actually draws its data from a standard Plinkit page, also called Location & Hours. To replace the dummy location and hours information that appears on this page and in the portlet: 1. Log in to Plinkit. 2. In the Search Site field, type the word location. As you are typing, a LiveSearch pop-up window displays site contents that are related to your search term. One of these will be the Location & Hours page.

3. In the LiveSearch window, click Location & Hours to open the Location & Hours page. The word location will be highlighted on the page because it was your search term. 4. Click the edit tab that appears above the Location & Hours page.

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The Edit Page page will open with the Default information section displayed. Tip: You can view and edit other information and content for the page by clicking Categorization, Dates, or Settings, although you typically will not need to make edits to those sections for the Locations & Hours page. 5. In the Body Text area, replace the fake location and hours information with accurate data about your library. In this example, we will merely replace the street number 255 with the number 123.

Note: Because the location and hours information will be displayed in a portlet, we recommend that you avoid making any significant modifications to the default narrow, centered layout of the Location & Hours content.

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6. When you have finished editing the page, scroll down to the bottom of the window and click save.

The main content area automatically switches to the view tab so that you can review your edits. The new information is also displayed immediately in the location & hours portlet in the right column of the Plinkit page.

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Editing the Contact Us Page In addition to updating the location & hours portlet, you should also add your library’s contact information to the Contact Us page. Public users can access this page from the About Us section of the navigation portlet, or by clicking the contact link that appears in the top right corner of every Plinkit page. To update the Contact Us page: 1. Log in to Plinkit. 2. In the top right corner, click the contact link to open the Contact Us page.

3. Click the edit tab that appears above the Contact Us page.

4. In the Body Text area, add your library’s mailing address, phone number, and any other contact information you want to include.

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Tip: You can use the buttons and tools that appear on the Body Text toolbar to add basic formatting to your text. These tools, which behave much like the tools and buttons in most word processing programs, are described in “Formatting and Editing Content with the Kupu Editor” on page 133.

Note: The e-mail links that appear on the Contact Us page are associated with Web forms that must be configured by a Plinkit Administrator. See “Planning Contact Us Web Forms” on page 28 before editing or deleting these e-mail links. 5. When you have finished editing the body text, scroll down to the bottom of the page and click save.

The main content area automatically switches to the view tab so that you can review your edits.

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Editing, Hiding, and Deleting Existing Pages The last section described how to edit the Contact Us page. You should also edit, hide, or delete the following pages in the About Us section of your Plinkit site, since they initially contain meaningless placeholder text: 

Who We Are (the default page for the About Us folder)



Library Services



Supporting Your Library



Your Library Card Note: The procedures given below can be used to edit, hide, or delete any existing standard content page in your Plinkit site. These procedures are discussed here in the context of the About Us pages because the About Us pages initially contain meaningless content that should be replaced, hidden, or removed as soon as possible. For information about expanding your site by adding completely new pages, see “Adding a New Page to Your Site” on page 108.

Editing Pages If you want to replace placeholder text or otherwise edit an existing page, follow the basic procedure described in “Editing the Contact Us Page” on page 37. Briefly, the procedure is: 1. Log in to Plinkit. 2. Navigate to the page you want to edit. 3. Click the edit tab. 4. In the Body Text area of the edit tab, edit the page content. 5. Click save.

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Hiding Pages In some cases, you may want to remove a page from public view temporarily. For example, perhaps a program has been canceled effective immediately, but you do not have content written yet to explain the sudden cancellation or the rescheduled date. In this case, you would want to pull the outdated information down immediately, even if you did not have replacement text ready. To do this, you would hide the page while you created the new text. Note: In other cases, you may want to start working on a new version of a page but still leave the old content on the live site while you are working on the new content. For example, perhaps your site has a Story of the Week description page that provides a summary of the story that will be featured at Storytime on Friday afternoon. You want to change the content of that page on Friday evening, immediately after Storytime happens, to reflect the story for the following week. In cases like this, you can use the Working Copy feature to create a second version of a page that you can edit while the “old” version of the page is still visible on the Web. Then when you are ready to post the new version of the content, it will be ready to go. For more information about this feature, see “Using the Working Copy Feature” on page 202.

To hide a page from public view, you simply change its publishing state, as follows: 1. Log in to Plinkit. 2. Navigate to the page you want to hide from public view. In the example below, we will hide the page called Supporting Your Library, which is usually included with your initial Plinkit site. We have navigated to this page, which is located in the About Us section of the site.

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Tip: We can tell that this page is visible to the public (that is, that it can be viewed by users without logging in to Plinkit) because the state displayed in the view menu bar is published. Pages with a state other than published are not visible to the general public. For more information, see “User Roles and Publishing States� on page 80.

3. On the menu bar, click published and then select hide.

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A message at the top of the page confirms that the publishing state of the page has been changed, and the publishing state changes to private. The page title in the navigation portlet now appears is the color associated with the private state (in this case, red), indicating that the page is not visible to the general public.

Note: Materials in the private state are visible only to logged-in editor users. For more information about publishing states, see “User Roles and Publishing States” on page 80. Tip: When you are ready to republish a page, repeat this procedure to change the publishing state from private to published. See “Adding a Message from Your Library Director” on page 45 for an example of how to publish a hidden item.

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Deleting a Single Page In some situations, a page may become obsolete or, in the case of pages provided by your Plinkit Administrator, may not apply to your library. You can delete pages that you do not believe you will use in the future. (If you think you might use a page in the future, you can simply hide it, as described in the last section.) Note: The basic procedure given below can be used to delete any single selected item (such as a page or a folder and all of its contents). If you want to delete multiple items (that are not in a single folder), use the action buttons on the contents tab (see “The Contents Tab” on page 98).

To delete a page from your Plinkit site: 1. Log in to Plinkit. 2. Navigate to the page you want to delete. In this example, we are deleting a page called Our Volunteer Librarian Program. (This is not one of the pages that comes with your default site. We added it so that we could show you how to delete pages. For information about adding pages, see “Adding a New Page to Your Site” on page 108.)

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3. On the view menu bar, click actions and then select delete.

The page will reload with a message asking if you are sure you want to delete the selected page. 4. If you are certain that you want to delete the page, click delete.

Note: Before confirming the deletion, make sure that the correct item is listed in the delete confirmation message (in this example, Our Volunteer Librarian Program). The delete function that is invoked from the actions menu applies to the item that was selected when the delete menu item was selected. For example, if you are viewing a folder when you click delete, that folder and all of the items in it will be deleted if you click delete in the confirmation message. A message at the top of the page confirms that the page has been deleted, and the page no longer appears in the navigation portlet.

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Adding a Message from Your Library Director You may want to include on your Plinkit Web site a welcome message from your library director. To help you get such a message in place quickly, your initial Plinkit Web site will include a sample Director’s Message item that you can update with a message from your actual director. The sample Director’s Message provided with your site is a news item, which means that it functions a bit differently than the About Us pages described in previous sections. Unlike standard Plinkit content pages, news items are featured in the news portlet. Posting a Director’s Message as a news item calls attention to the message and makes it easy for users to access it. Note: Although the procedures in this section deal with a specific news item that comes with your initial site, these procedures apply to any news item. For more information about creating brand new news items, see “Creating and Managing News Items” on page 54.

The Director’s Message will initially be private, which means that the general public will not be able to view it. To post a message from your director for public viewing, you will need to update the content of the sample Director’s Message news item and then change the item’s publishing state to make the message available to the public. You may also choose to change the publishing date setting for the Director’s Message periodically if you want it to continue to show up prominently in the news portlet.

Updating and Publishing the Director’s Message 1. Log in to Plinkit. 2. In the Search Site field, type the word director’s. As you are typing, a LiveSearch pop-up window displays site contents that are related to your search term. Click the Director’s Message news item.

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The Director’s Message opens in the main content area and the menu bar and navigation portlet indicate that is has a publishing state of private.

3. Click the edit tab to open the Edit News Item page.

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4. If desired, edit the text in the Title box and the Description box. You can also use the default title and description, as we have elected to do in this example.

5. In the Body Text box, delete the existing placeholder text by highlighting it with your mouse and then pressing the Delete key on your keyboard. 6. Enter the text of your new Director’s Message.

Tip: You can use the buttons and tools that appear on the Body Text toolbar to add basic formatting to your text. These tools, which behave much like the tools and buttons in most word processing programs, are described in “Formatting and Editing Content with the Kupu Editor” on page 133. 7. Scroll down to the Image area of the Edit News Item page, where you will see the image that was used in the default Director’s Message.

You can either replace this image with a picture of your director or library, or you can simply remove the image. If you remove the image, no picture will be included in your Director’s Message.

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8. Either delete or replace the original image: 

To delete the default image so that no image will be published with the message, select the Delete current image option and then skip to step 9.



To replace the default image with an image of your director or library, click the Replace with new image option and then click Browse.

Tip: When viewing form pages that include radio button choices (that is, a list of options from which you are to select only one option by clicking the appropriate circle), it is best to avoid using the scrolling wheel on your mouse. Using such “mousewheels� can change radio button selections and result in unexpected behavior. We recommend always using the onscreen scroll bars to navigate through your site when you are logged in as an editor user. Mousewheels can also change drop-down menu selections unexpectedly. In the browsing and selection window that opens, navigate to the image file you want to use, highlight it, and then click Open. (The image must be stored on your hard drive or network.)

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9. Scroll to the bottom of the Edit News Item page and click save.

The main content area automatically switches to the view tab so that you can review your changes. In the example below, we selected a new image.

Tip: If you replaced the image but the old image is still being displayed, click your browser’s Refresh button. 10. If you are satisfied with the message and image, click private on the menu bar and then select publish to make the message visible to all users.

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After you select publish, a message at the top of the page confirms the change and the publishing state changes to published. The color of the message link in the navigation portlet also changes to the color for public messages.

A link to the Director’s Message should now also appear in the news portlet.

Tip: If the Director’s Message does not appear in the news portlet, or if it appears near the bottom of the list of news items (as in the example above), follow the procedures in the next section.

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Changing the Publishing Date for Your Director’s Message The Director’s Message is a news item, so it is displayed in the news portlet that appears in the left column of most Plinkit pages. However, since the news portlet only displays the titles of and links to the most current news items, your Director’s Message may sometimes move down or even slip off the news portlet list. As we saw in the last section, the Director’s Message may even appear near the bottom of the news portlet when you first publish it.

This Director’s Message appears near the bottom of this list because its publishing date is April 12, 2010 and two other news items with later publishing dates exist. You can use the Dates view of the edit tab to change the publishing date for any content item in your site. To make certain that your Director’s Message is prominently placed on the news portlet, periodically change the publishing date of the message: 1. Log in to Plinkit. 2. Use the Search Site field to locate and open the Director’s Message. 3. With the Director’s Message open, click the edit tab.

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4. Near the top of the Edit News Item page, click Dates.

Note: The breadcrumb (you are here) trail and the navigation portlet indicate that we are editing the Director’s Message. 5. Change the publishing date to today’s date.

Note: The publishing date is the date on which an item will become visible to the public (if it is in the published state). This is also the date used to order the news items in the news portlet. When you first create a news item, the publishing date is set to the current date by default.

Tip: If you want the Director’s Message to be visible at all times, do not specify an expiration date. Remember, though, that you may still need to update the publishing date periodically if you want the message to continue to appear near the top of the news portlet.

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6.

Scroll to the bottom of the page and click save.

Notice that the Director’s Message now appears at the top of the news portlet.

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Creating and Managing News Items In the last section we introduced one specific example of a news item: the sample Director’s Message that is included with new Plinkit Web sites. We described how to change the content of this preconfigured news item, publish it, and change its publishing date (in order to ensure it would appear near the top of the news portlet). In this section, we will describe how to create brand new news items. After you have created news items, you can perform the same maintenance tasks on them that we described for the Director’s Message. Although news items look similar to standard Plinkit pages when they are displayed in the main content area of the Plinkit window, they have some special features that standard Plinkit pages do not have. The most important differences between these two types of Plinkit items are: 

News items generally contain “timely” material about recent events and developments, while standard Plinkit pages contain more static information.



News items, because of their need to be current, are configured to be active and visible for only a specific, limited period of time, while most standard Plinkit pages are not time-sensitive.



The most current news items can be accessed from the news portlet that appears on most Plinkit pages, and all current news items can be viewed on the Library News and Announcements page. Standard Plinkit pages are not grouped and displayed in this way.

You might use news items to:

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Announce library closures



Announce new programs or policies



Announce new acquisitions

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Creating a News Item To create a news item: 1. Log in to Plinkit. 2. In the navigation portlet, click the News & Events folder.

The default News & Events page opens with the view tab selected. 3. Click the contents tab to view the contents of the News & Events folder.

4. Click the Library News folder to view its contents.

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5. On the contents menu bar, click add new and then select news item.

Note: All news items (except the preconfigured Director’s Message) should be stored in the Library News folder. After you select news item, a blank Add News Item form opens. 6. In the Title box, enter a title for your news item.

Tip: The red square next to the word Title indicates that this field is required. You must enter a title. The title is displayed on the news portlet and the Library News and Announcements page. 7. If desired, enter a short description in the Description box.

Tip: Entering a description is optional, but encouraged. The description appears in search results, in the summary view of news items on the Library News and Announcements page, and in the hovering text box that appears when a user rests the mouse pointer over a news item link.

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8. In the Body Text box, enter the text of your news item.

Tip: You can use the buttons and tools that appear on the Body Text toolbar to add basic formatting to your text. These tools, which behave much like the tools and buttons in most word processing programs, are described in “Formatting and Editing Content with the Kupu Editor� on page 133. 9. If you want to add an image to your news item, scroll down to the image area of the Add News Item page and click Browse.

In the browsing and selection window that opens, navigate to the image file you want to use, highlight it, and then click Open. (The image must be stored on your hard drive or network.)

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10. If you have added an image and you want a caption to appear beneath it, enter a short caption in the Image Caption box.

11. Scroll to the bottom of the Add News Item page and click save.

The main content area automatically switches to the view tab so that you can review your new news item. The new announcement is in the private state, which means that it has not yet been published.

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12. If you are satisfied with the news item, click private on the menu bar and then select publish.

A message at the top of the page confirms that the publishing state of the page has been changed, and the publishing state indicator changes to published.

Your newly created news item should now also appear in the news portlet. (Click the news & events tab and scroll down to the news portlet to check.)

Note: By default, new news items are active immediately and indefinitely from the time you create them. However, since most news items are time-sensitive, you will probably want to create an end date for your news item, as described in the next section.

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Controlling When News Items Are Active When we created and published a new news item in the last section, we saw that the item was displayed immediately on the news portlet. This happens because the publishing date—the date on which the news item becomes visible to the public— initially defaults to the date on which a news item is created. By default, new news items will be displayed indefinitely. Since most news items are time-sensitive, however, you will probably want to add an expiration date to your news items. In some circumstances, you may also want to change the publishing date. To change the publishing and expiration dates for a news item: 1. Log in to Plinkit. 2. Navigate to the news item. a. In the navigation portlet, click the News & Events folder. b. Click the contents tab. c. Select the Library News folder. d. Click the name of the news item you want to edit. The news item is displayed in the main content area with the view tab selected. 3. Click the edit tab. An Edit News Item page opens for the news item. 4. Near the top of the Edit News Item page, click Dates.

In this example, the breadcrumb (you are here) trail and the navigation portlet indicate that we are editing the news item Weeknight Hours Extended!.

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5. If desired, change the publishing date. This is the date on which the news item will become visible to the public (if it is in a published state).

Note: The publishing date is also the date used to order the news items in the news portlet. When you first create a new item, the publishing date is set to the current date unless you specify a different date.

6. If you want the news item not to be visible after a certain date, select an expiration date. In this example we want the news item to stop appearing on the site on June 1st, one month after the new hours go into effect.

7.

Scroll to the bottom of the page and click save.

Note: Remember that the publishing date also determines the order of news items in the news portlet. If you will be posting a news item for a long period of time, you may need to update the publishing date periodically to ensure that the news item remains visible on the news portlet. See “Changing the Publishing Date for Your Director’s Message” on page 51 for an example.

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Managing Events in Plinkit Plinkit has several built-in features that allow users to view information about upcoming library events: 

The Library Calendar displays basic event information in a calendar view. Resting the mouse pointer over an event listing displays additional event information, while clicking an event opens a new page that contains all of the information available for the event.



The calendar portlet is a small calendar that appears in the right column of most Plinkit pages. Dates for which library event announcements exist are highlighted with a differently colored background and bold numbers. Resting the mouse pointer over a highlighted date displays basic event information, while clicking a date opens a new page that contains summary information about all scheduled events for that date.



The upcoming events portlet appears on most Plinkit pages and displays a summary list of upcoming library events. Clicking an event in the list opens detailed information about the event.

The information displayed in the Library Calendar, the calendar portlet, and the upcoming events portlet is based on special Plinkit items called events. The subsections below describe how to add single events, define regularly recurring events, and edit existing events.

Adding Single Events Once you have added an event to your site and published it, information about the event will be displayed in the Library Calendar, the calendar portlet, and the upcoming events portlet. From each of these locations, users can navigate to more detailed information about the event. To add an event to your site: 1. Log in to Plinkit. 2. In the navigation portlet, select News & Events and then Library Calendar to open the calendar.

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The Library Calendar opens.

Note: By default, the Library Calendar initially displays all published events for the current month. You can select other time periods to view. You can also use the Categories check boxes at the top of the calendar to view only events in certain categories. See “The Library Calendar� on page 19 for more information.

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3. Click the add event tab.

The Add Event page opens. 4. In the Title box, enter a title for your event.

Note: The red square next to the word Title indicates that this field is required. You must enter a title for your event item. 5. If desired, enter a short description in the Description box.

Note: Entering a description is optional, but encouraged. The description appears in search results and in the pop-up text that appears when a user rests the mouse pointer over the event date in the calendar portlet or the event title in the Library Calendar.

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6. In the Event Location field, enter the location for the event.

Note: This field is not required, but we strongly recommend that you include the event location. 7. In the Event Starts and Event Ends fields, select the appropriate start and end date(s) and times for the event.

8. In the Event body text box, enter any other information you want to include about the event.

Tip: You can use the buttons and tools that appear on the Event body text toolbar to add basic formatting to your text. These tools, which behave much like the tools and buttons in most word processing programs, are described in “Formatting and Editing Content with the Kupu Editor� on page 133. 9. Enter in the Attendees box the names of any special attendees or guests you want to publicize. In this example, we have chosen not to list attendees.

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10. In the Event Type(s) box, select at least one event type. If your event fits into more than one of the event categories listed, hold the Ctrl key (Windows) or the Command key (Macintosh) down on your keyboard and then click each applicable event type.

Tip: Event types are used to filter events in the calendar. A user might choose options to view only activities for adults, for instance. You should specify at least one event type. 11. If there is a Web site associated with the event, enter the URL for the site in the Event URL box. We did not include a URL in this example.

12. If applicable, enter a contact name, e-mail, and phone number for the event.

Note: Contact information is optional. If you do enter information here, it will be posted on the Internet, so it is a good idea to check with the contact person before entering his or her information. 13. Click save.

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The main content area automatically switches to the view tab so that you can review your new event item.

Notice that the new event item is in the private state, which means that it has not yet been published. The event will not appear in the upcoming events portlet, the calendar portlet, or the Library Calendar until it is published. 14. If you are satisfied with the event item, click private on the menu bar and then select publish.

A message at the top of the page confirms that the publishing state of the event has been changed, and the publishing state indicator changes to published.

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The new event now appears in the Library Calendar and the calendar and upcoming events portlets.

Notes: The upcoming events portlet lists events by their start dates, beginning with the earliest start date. Events are removed from the upcoming events portlet (but not the calendars) when their start times pass. Events are automatically excluded from navigation, so event items will not be listed under the Library Calendar folder in the navigation portlet. For more information, see “Excluding Items from the Navigation Portlet" on page 125.

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Adding Regularly Recurring Events Your library likely has certain events—such as story hours, movie nights or training classes—that are held on a regularly recurring schedule. You can add these events to the Library Calendar by creating a single event item and defining the pattern of the recurrence. To add an event that recurs on a regular schedule to the Library Calendar: 1. Log in to Plinkit. 2. In the navigation portlet, select News & Events and then Library Calendar to open the calendar. 3. Click the add event tab. 4. Enter the event title, short description, location, start and end dates and time, body text, attendees, type(s), URL, and contact information as applicable (see previous section for detailed instructions). Notes: A title and start and end dates and times are required, but the other fields are optional. For the start and end dates and times, enter the date of the first occurrence of the event and the start and end times that will apply to every event. 5. At the top of the Add Event page, click Recurrence.

6. Select the Enable event recurrence check box.

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7. In the Event Time area, edit the Start and End time if necessary. These times are initially carried over from the information you entered in the Default view. The Duration is calculated automatically based on the Start and End times.

8. In the Recurrence Pattern area, select how often the event repeats.

Note: In the example above, we have scheduled the event to repeat on the fourth Monday of every month, but there are many options for defining the recurrence pattern. The fields available in the right half of the Recurrence Pattern box will vary depending on which option you select on the left. Here is a second example: If you wanted an event to occur twice a week, you would select Weekly on the left and then select the appropriate days of the week on the right.

9. In the Range of Recurrence box, indicate when you want the pattern to start and end. The start date is initially carried over from the date you entered in the Default view.

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10. If you want to delay the appearance of this event on public calendars, click Dates and edit the publishing and expiration dates. (For more information, see “Changing the Publishing and Expiration Dates of News Items" on page 126.) 11. Click save.

The main content area automatically switches to the view tab so that you can review your new recurring event.

Notice that the new event item is in the private state, which means that it has not yet been published. The event will not appear in the upcoming events portlet, the calendar portlet, or the Library Calendar until it is published. 15. If you are satisfied with the event item, click private on the menu bar and then select publish.

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A message at the top of the page confirms that the publishing state of the event has been changed, and the publishing state indicator changes to published.

The event will now appear in the Library Calendar and the calendar and upcoming events portlets (unless you have specified a future publishing date).

Note: The procedure described above is for adding events that have a predictable, regularly recurring schedule (such as every Friday at 3:00 PM or every first Monday of the month at 7:00 PM) and have the same event information for every occurrence. If you have events that are similar but that do not follow an easily definable recurring schedule—or that require different event descriptions or details each time—you can use the copy and paste feature to quickly create similar events: 1. From the view tab of one of the events you have already added to the Library Calendar, click the actions menu and select copy. (For more information about the Actions Tab, see The Actions Menu on page 105.) 2. Click the actions menu again and select paste. 3. Navigate to the Library Calendar and click on the newly created event. (It will be in the Private state). 4. From the edit tab, edit the event details as needed and click save.

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5. If necessary, change the state of the newly created event to published.

Editing Existing Events As with most content types in Plinkit, you can edit an event you have already created and saved. To edit an event, perform the following general steps: 1. Log in to Plinkit. 2. Navigate to and open the event you want to edit. 3. Click the edit tab. 4. Make your edits and then click save. 5. If the event has not yet been published and you want to make it visible to all users (including the public), click private on the menu bar and then select publish.

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Posting Information about Community Organizations Plinkit’s Community Organizations feature allows you to create and maintain a searchable online directory of organizations in your community. To build your community organizations database, you will create special Plinkit items called organizations. These items are all stored in a special Community Organizations folder within the eShelf & Research folder. When public users click on the Community Organizations folder, a search page opens that they can use to search for organizations by keyword or by organization title words. Users can also view the complete list of community organizations by clicking on the alphabetical list link or by submitting a search with no search terms specified. Clicking on a particular organization name in the alphabetical list or a search results list opens a page that provides detailed information about the organization. You can use feedback from your users to help you maintain and expand your community organizations database. A link on the search results page opens a form that site visitors can use to recommend additions to the community organizations database and to submit additional information or corrections about organizations that are already included. This feedback is e-mailed directly to an address you specify to your Plinkit Administrator during the site configuration process. To add community organizations to your Plinkit site: 1. Log in to Plinkit. 2. In the navigation portlet, click eShelf & Research and then Community Organizations.

The default Community Organizations search page opens with the view tab selected.

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3. To view all of the contents of your Community Organizations folder, including unpublished organization items, click the contents tab.

Tip: This step is optional when creating new organization items, but it can be helpful to review what organizations have already been created and whether any organizations exist in an unpublished (private) state (see sample screen shot below). Only organizations with a published state are visible to the public. 4. On the menu bar, click add organization.

A blank Add Organization page opens. Tip: You can click add organization from either the view tab or the contents tab of the Community Organizations page.

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5. In the Organization name field, enter the exact name of the organization.

Tip: The small red square indicates that this field is required. You must enter a name for your new organization. 6. Fill out the remainder of the form as completely as possible. A sample completed form is shown on the next page. Tip: The organization name is the only required piece of data for an organization item, but the more information you provide about each organization, the more useful the Community Organizations feature will be for your users. You can add valuable information, such as programs and services offered, hours of operation, closure dates, and additional contact information, in the Body Text box.

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7. After you have finished entering information about the organization, click save. The main content area automatically switches to the view tab so that you can review your organization item.

Notice that the new organization item is in the private state, which means that it has not yet been published and is not visible to the public. 8. If you are satisfied with the organization item, click private on the menu bar and select publish.

A message at the top of the page confirms that the publishing state of the organization item has been changed, and the publishing state indicator changes to published.

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Chapter 2: Getting More Familiar with Plinkit This chapter explains key Plinkit terminology and functionality. It will provide you with a good foundation for moving on to the more advanced editing and maintenance tasks covered in Chapters 3 and 4. User Roles and Publishing States............................................................. 80 Plinkit’s Major Content Types .................................................................... 86 How Plinkit Stores and Displays Items...................................................... 90 Tabs and Menus for Editors ...................................................................... 96

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User Roles and Publishing States In Plinkit, two factors control who can see which content. These factors are a person’s user role and the publishing state of each piece of Plinkit content. Note: Other factors impact when certain Plinkit items are displayed (see “Changing the Publishing and Expiration Dates of News Items” on page 126) or where they are—and are not— displayed (see “Excluding Items from the Navigation Portlet” on page 125).

User Roles User roles are associated with login names and determine what type of actions users can perform and what type of content they can view when they are logged in. All users have the same viewing rights when they are not logged in to Plinkit.

WebEditor Role WebEditors can add, modify, and delete most types of content in almost all areas of their Plinkit sites. WebEditors can also view content in any publishing state. In most cases, only one person per library will be assigned the WebEditor role.

StaffReader and StaffEditor Roles Your Plinkit Administrator may also have provided you with additional login names for your library staff members. These login names are usually assigned to either the StaffReader user role or the StaffEditor user role. StaffReaders have access to some content that is not available to the general public, but they usually cannot add, edit, or delete content. StaffEditors can access the same content that StaffReaders can, as well as additional content that has not yet been published to either the staff or the general public. StaffEditors can also add, modify, and move content. They cannot, however, delete content.

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Public Users “Public” users do not usually receive user login names, so they do not, technically, have assigned user roles. Nonetheless, for simplicity we refer to them as public users. When they are not logged in, WebEditors, StaffReaders, and StaffEditors have the same privileges as public users. Note: Certain online resources—such as online library catalogs, online library account information, and certain research databases—may also require users to enter a login name and password. These names and passwords control access to specific resources accessed through your Plinkit site, not to the Plinkit site itself. Public users will usually not need login names and passwords to access your library’s Plinkit site.

Publishing States In addition to limiting which actions users can perform (for example, reading only versus reading and adding, editing, or moving content), user roles function in tandem with publishing states to control which content each user can view. In fact, it is difficult to define user roles without making reference to publishing states, or vice versa. As we saw in Chapter 1, the two publishing states you will encounter most often are private and published. Plinkit items that are in the private state can only be viewed by users who are logged in and who have been assigned the StaffEditor or WebEditor user role. Items that have a publishing state of published can be viewed by all users, whether they are logged in or not.

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A third state, staff only, can be used to publish material only to staff users. Staff only content is visible by logged-in users who have been assigned the StaffReader, StaffEditor, or WebEditor role. The events on the Staff Calendar and any other items you might add to the Staff Area should be set to the staff only state. Note: A fourth user role (patron) and publishing state (patron only) can be used if your library needs to assign user names and IDs to non-staff users and further control access to some content. The patron only publishing state makes content visible only to logged-in patron and editor users. However, most libraries will not need to use the patron role and patron only publishing state. Contact your Plinkit Administrator if you have questions about which roles are being used to control access to your site.

All new content items except images are created in the private state. Public users will not be able to view newly created Plinkit items until you have changed the publishing state to published. There are two basic methods for changing the state of a content item: 

You can change the publishing state of a single item using the drop-down state menu that opens when you click the item’s state on the view menu bar. This is the method that was used in the examples in Chapter 1.



You can use the check boxes and the change state button on the contents tab to change the publishing state of one or more items in one operation. (The items must be contained in the same folder.)

Regardless of which method you use, to change the state of an item from private to published (which will make the item visible to all users), select publish. To make a private item visible only to staff, select publish to staff. To change an item’s state from published or staff only back to private, select hide. Note: The options for changing the publishing state will depend upon the current state of the item or items you are viewing. For example, if you are viewing the publishing state drop-down menu for an item that is in the private state, the hide action will not be available. Similarly, if you are viewing the state menu for an item that is in the published state, the publish action will not be available.

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Actions Allowed and Content Rights by User Role The table below summarizes the privileges of the four main user roles. User Role Public

Actions Allowed •

(any user who is not • logged in, whether or not the user has a user name and password assigned to him or her) StaffReader

• •

StaffEditor

• • •

WebEditor

• • • • •

Can View / Search

Searching and viewing content Submitting feedback using Web forms

Published content only

Searching and viewing content Submitting feedback using Web forms

• • • •

Published content Staff only content Staff Calendar Recent changes portlet

Searching and viewing content Submitting feedback using Web forms Adding, modifying, and moving content (cannot delete content)

• • • • •

Published content Staff only content Staff Calendar Recent changes portlet Private content

Searching and viewing content Submitting feedback using Web forms Adding, modifying, and moving content Deleting content items other than folders [In some cases, if set up by the Plinkit Administrator: Deleting folders]

• • • • •

Published content Staff only content Staff Calendar Recent changes portlet Private content

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What Different Users See If you are logged in as a WebEditor, you will see content and features that are not available when you are not logged in. These are displayed in a different color (red or light green in the examples shown in this manual) to remind you that they are not visible to public users. The screen shot below provides one example of what a logged-in WebEditor might see. The blue outlines indicate content or features that a public user would not see.

The specific tabs and menus on the menu bar above the main content area will vary depending upon the type of content you are viewing, but they generally allow you to edit, add, publish, and delete content (for more information, see “Tabs and Menus for Editors” on page 96). In the navigation portlet, items that are not available to the public are also shown in different colors—in this case, light green for content that is only visible to StaffReaders, StaffEditors, and WebEditors, and red for content that is only visible to StaffEditors and WebEditors. A recent changes portlet lists the most recent changes made to your Plinkit site. These features are not available to public users—or to you when you are not logged in. A StaffEditor would see the same basic content and features shown above, but would not have access to some menu items and buttons (such as delete).

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The screen shot on this page provides an example of what a StaffReader might see. Again, the blue outlines indicate content or features that a public user would not see. The blue arrows indicate differences between what StaffReaders see and what editors (whether StaffEditors or WebEditors) see.

Because StaffReaders do not have editing rights, the menu bar that appears above the main content area for editors is not visible. The recent changes portlet, however, is visible to StaffReaders. As in the WebEditor/StaffEditor screen shot on the previous page, the Staff Area link in the navigation portlet appears in this screen shot in a different color (light green) because it is not available to public users. Notice, however, that the private (red) Library Services topic from the WebEditor/StaffEditor screen shot is not visible at all.

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Plinkit’s Major Content Types Your Plinkit site is made up of a variety of items that have different characteristics and functions. In Chapter 1 we saw many of these content items or content types in action. We worked with pages, news items, events, organizations, and even a few images. In this section we will review these content types and briefly introduce a few other key types, including folders, files, and collections. Note: The icon associated with each major content type is shown next to the title of each section below.

Folders Folders aren’t really content items in themselves. They are more properly understood as containers for grouping other content items. It may help to think of folders as real physical locations where other items are collected. (This may also help you distinguish them from collections, which are described later.) You can create folders anywhere in your site, including within other folders. See “Adding a New Folder to Your Site” on page 113 for more information. It is important to realize that the folder icons that appear in the navigation portlet do not necessarily have a one-to-one correspondence with your complete hierarchy of folders. This is because you can configure folders (and indeed any content item) to be excluded from navigation. Items that are excluded from navigation do not show up in the navigation portlet, even though they exist in your site’s actual storage architecture. Furthermore, images, news items, and event items are designed so that they are always excluded from navigation. These items will only appear in the navigation portlet when they are actively being viewed or edited. Due to these exclusions, the only way to get a truly accurate picture of your folder structure is to log in as a StaffEditor or WebEditor and select the contents tab. For more information about using the contents tab to view and navigate through your site contents, see “The Contents Tab” on page 98. By default, clicking a folder displays a stylized list of the titles and descriptions of the contents contained within the folder. You can change this default display to show a list of the folder’s contents in a format that looks more like a file directory instead, or you can assign a specific page from within the folder to be displayed by default when the folder is clicked (see “Changing the Default Display Setting for a Folder” on page 127 for more information).

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Pages Pages are the most common content type in Plinkit sites and are similar to standard Web pages. Pages are displayed in the main content area of the Plinkit window. You can use Plinkit’s built-in editor (Kupu) to create and edit your pages without ever seeing the underlying HTML. You can also add images and links to pages. See “Adding a New Page to Your Site” on page 108 for more information.

News Items As we saw in Chapter 1, news items can look like standard pages, but they differ in that they contain “timely” material about recent events and developments and are configured to be active and visible for only a specific, limited period of time. News items can be accessed from the news portlet that appears on most Plinkit pages and from the Library News and Announcements page. All news items should be stored in the Library News folder, which is located in the News & Events folder. Individual news items are automatically excluded from the navigation portlet. For more information, see “Creating and Managing News Items” on page 54.

Events Events are special content items that allow you to post information about upcoming library events. Event announcements look like specialized versions of standard pages. Each event announcement includes a text description of an event as well as a table listing basic information, such as the date, time, and location of the event. The announcement also includes links that viewers can use to download the event to their own personal calendars. An event announcement can contain an image. Although event items are, like news items, automatically excluded from the navigation portlet, the information contained in them is displayed in several other locations and formats. Basic summary information about each event is listed on the Library Calendar (see “The Library Calendar” on page 19). The smaller calendar portlet highlights with a differently colored background and bold numbers any date for which an event is scheduled. Resting the mouse pointer over a highlighted date displays basic event information, while clicking a date displays summary information about all scheduled events for that date. Events are also listed by date and name in the upcoming events portlet. Any user can open a detailed event announcement page for a published event by clicking on the event listing in any of these locations. Events are most easily created using the add event tab in the Library Calendar. Events are stored in the Library Calendar folder, which is located in the News & Events folder. For more information, see “Adding Single Events” on page 62.

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Community ommunity Organizations Organizations are content items that display basic information about community organizations in your area. Like events, organization items loo look like regular Plinkit pages with a slightly different format format,, but they are usually accessed through a special page—the Community Organizations search page. This search page opens by default when users click the Community Organizations link in the eShelf & Research area of the navigation portlet. Users can search for organizations by keyword or by organization title words. They can also view a complete list of community organizations by clicking the alphabetical list link or by submitting a search with no search earch terms specified. Clicking on a particular organization name in the search results list opens a page that provides detailed information about the organization. You can use feedback from your site visitors to help you maintain and expand your community organizations database. A link on the search results page opens s a form that site visitors can use to recommend additions to the community o organizations rganizations database and to submit additional information or corrections about organizations that are already included. ded. For more information about adding organizations to your Plinkit site, see “Posting Posting Information about Community Organizations Organizations”” on page 74.

Files Files are merely documents that you upload to your site so that you can include them on other pages or make them available for download. For example, you may want to include on one of your site pages a downloadable PDF or Microsoft Word version of a libraryy card application or your library newsletter. The PDF or Word document is called a file in Plinkit’s terminology. You can upload and store files anywhere on your site and include links to them from your Plinkit pages. The actual content of most uploaded files iles (such as Microsoft Word documents and PDFs) cannot be displayed within Plinkit. Instead, links are displayed that allow users to download the files to their local computers or open them in the appropriate program (such as Microsoft Word or Adobe Acrob Acrobat Reader). The content of a text (.txt) file, file however, can be viewed directly in Plinkit,, or the text file can be downloaded or opened in a separate tool. For or more information about adding files to your site, see “Uploading Files” on page 160 160.

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Images Images are graphic files that you upload to your site and can then include on other Plinkit pages. Unlike Word and PDF files, which must be downloaded and cannot be viewed within Plinkit, images can be viewed in Plinkit and can also be incorporated into other pages in your Plinkit site. GIF, PNG, and JPEG images are generally the best formats to use. Image files can be stored anywhere on your site, but we recommend storing each image in the same folder that contains the page on which you intend to use it. For more information, see “Uploading Images” on page 164. Notes: Before uploading image files for use in your Plinkit site, you should use a photo or graphics editing application to resize them to an appropriate display size and file size. Graphic files of more than 50 KB will take a long time to load and will slow down your site’s responsiveness. The procedure for uploading an image for a news item is unique. You upload the image as you are creating the news item and you do not have to resize it. For an example, see “Creating a News Item” on page 55.

You can also group and store images in the Digital Exhibits folder within the eShelf & Research area. Each folder—or exhibit—within the Digital Exhibits folder is designed to store and display a group of related images that can be viewed simultaneously in thumbnail view or individually in several differently sized views. You do not have to resize images before uploading them for inclusion in digital exhibits. The Digital Exhibits feature will automatically resize images when they are displayed. For more information about digital exhibits, see “Creating a Digital Photo Exhibit” on page 171.

Collections A collection is a virtual group of content items that are related in some way but that are not necessarily located in the same area of your Plinkit site. In other words, a collection is basically a custom, predefined search that can be initiated by clicking a link. When a collection is clicked, a search is launched and the results are listed in the main content area of the Plinkit window. From the user’s perspective, it seems like the related items are actually one grouped set of items, even though they may be stored in different areas of your site architecture. For more information about collections and an example of how they can be used, see “Using Collections to Group Related Information” on page 190.

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How Plinkit Stores and Displays Items As we saw in the previous section, your Plinkit site contains many items of different content types. These various items are stored in folders and serve as the building blocks that make up the Web site your users see. To help you navigate through your Plinkit site and perform editing and maintenance tasks, it is important to understand how Plinkit stores and displays these various items.

The Contents Tab Up until now, we have primarily used the navigation portlet and the tabs across the top of the Plinkit page to navigate to the pages and items we needed to view or edit. Another way to navigate through a Plinkit site is to use the contents tab. The contents tab is essential for Plinkit editors because it allows them to see all of the content items in their sites. As we will see in the next section, the navigation portlet does not display every item in a Plinkit site. The contents tab is only available to logged in StaffEditor or WebEditor users. In the example shown below, we have logged in as a WebEditor, clicked the news & events tab, and then clicked the contents tab. This allows us to see a tabular listing of every content item stored in the News & Events folder.

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You can use the contents tab to navigate through your site content in much the same way that you can use Windows Explorer or Macintosh Finder to navigate through the file structure on your computer. For example, when we clicked the Library News folder shown in the example above, the contents tab refreshed and displayed a listing of the content items in the Library News folder, as shown below.

The breadcrumb (you are here) trail that appears above the contents tab shows where you are in the Plinkit architecture. You can click the Up one level link on the contents tab to move one link to the left in the breadcrumb trail. (You can also click any link in the trail itself to jump to that content item.) If you click an item that is not a folder, the item will be displayed in the view tab rather than the contents tab. For more details about the information displayed on the contents tab and tasks you can perform from the contents tab, see page 90.

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The Navigation Portlet Unlike the contents tab, the navigation portlet does not list every content item that exists within a Plinkit site. We can use the same example to demonstrate this. In the screen shot below, we can tell from the contents tab that this News & Events folder contains a page called News & Events, three folders (Library News, Events, and Library Calendar), and two images (calendar and Newspaper Icon). We can also tell that all of these items are in the published state, so they should all be visible to all users. If we look at the navigation portlet, however, we see that only two of these items—the Library News folder and the Library Calendar folder—are listed under the News & Events folder there.

There are two possible reasons for an item to show up on the contents tab but not in the navigation portlet:

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The item has been assigned a special setting called Exclude from navigation.



The item is an image, news item, or event item. These three content types are always automatically excluded from the navigation portlet regardless of the Exclude from navigation setting.

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To prevent a content item from being listed in the navigation portlet, click the edit tab, click Settings, and then select the Exclude from navigation check box.

Notes: The Exclude from navigation setting controls whether items are listed in the navigation portlet when the items are not being viewed. When an item is actively being viewed in the main content area, it will appear in the navigation portlet regardless of this setting. Images, news items, and event items are special content types that have been designed to show up in the navigation portlet only when they are being edited or viewed directly. Regardless of the Exclude from navigation setting, images, news items, and event items are not listed in the navigation portlet when they are not being viewed. (To read more about excluding items from the navigation, see "Excluding Items from the Navigation Portlet on page125.)

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Folder Display Options We can also use the contents tab to illustrate how Plinkit displays folders. For this example, we’ve clicked About Us in the navigation portlet and then selected the contents tab to view all of the content items stored in our About Us folder.

Now let’s take a look at what is displayed by default when the About Us folder is opened. We can do this by clicking the about us tab or by clicking the About Us link in the navigation portlet.

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We have just seen, in the contents tab, a list of the actual contents stored in the About Us folder, and we might expect a similar list to be displayed when we click the About Us folder. Instead, we see the Who We Are page.

This example helps us to realize, again, that the navigation portlet is not a literal representation of our site’s storage structure. Clicking a folder link in the navigation portlet does not necessarily result in a list of the folder contents. In this case, the display setting for the About Us folder has been set so that a specific page that is contained within the folder is displayed when the folder is clicked. That default display page, Who We Are, is listed in bold in the list of items shown on the contents tab. Notice also that the Who We Are page does not show up in the navigation portlet. Pages that are assigned to be the default view for containers (such as folders) are not listed separately in the navigation portlet. You can change the display setting so that a summary of the folder’s contents is displayed instead of a specific content page (in fact, that is the default setting for new folders), but your site users might find an actual content page more useful. To change the default display setting for a folder, click display on the menu bar and make a selection from the drop-down menu. For more detailed instructions, including a description of all of the available display options for folders, see “Changing the Default Display Setting for a Folder” on page 127. Getting More Familiar with Plinkit

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Tabs and Menus for Editors As we saw in the section on user roles (page 80), both StaffEditor and WebEditor users have access to a number of tabs and menus that are not available to StaffReader and public users. This section provides an overview of the most commonly used of these tabs and menus. Note: StaffEditor and WebEditor users can perform similar actions and usually have access to the same content and publishing states. The most significant difference between these roles is that StaffEditors usually cannot delete content. In the sections that follow, the term editor is used to refer generically to both of these roles. Where there are important differences between the roles, the specific role names are used.

The Tabs When you log in as an editor user, a uniquely colored menu bar (bluish-green in our examples) with several tabs appears above the main content area. These tabs allow you to view different information about, or perform actions on, a particular Plinkit item. The row of tabs is context-sensitive, so the number and name of the tabs will vary depending on your location in your Plinkit site. For example, if you are viewing a folder, you will see the following set of tabs:

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If you are viewing a collection, however, the tabs will be different:

Because collections are not “real” content items or storage containers, but really just customized searches, a contents tab is not relevant when you are viewing a collection. Instead, a criteria tab is provided that allows you to configure each collection’s predefined search (for more information, see page 190). The sections that follow describe the tabs you will use most often.

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The Contents Tab

The contents tab lists the title, size, last modified date, and publishing state of each content item stored in a particular location. In the example above, the contents tab lists the contents of the eShelf & Research folder. You can click on folders and use the Up one level link to navigate through your site’s folder structure. The contents tab also includes features to help you manage your content items. The order column of the contents tab allows you to reorder your topics by clicking in the column to select a row and then dragging it up or down to a new location. When you click in the order column, your cursor changes to a crosshairs symbol and the selected row is highlighted, as shown in the screen shot below.

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By default, content items are listed in the order they are created. Any changes you make to this default order will be reflected in the ordering of the items in the navigation portlet as well as the table on the contents tab. For more information about reordering content, see Reordering Content Items on page 121. Note: Regardless of the order in which you create them, the navigation portlet will not show images, news items, event items, or any content items that have been configured to be excluded from navigation.

You can use the check boxes in the left column of the contents tab in conjunction with the buttons at the bottom of the tab to copy, cut, rename, paste, delete, or change the publishing state of a single item or multiple items at once. For instance, to move two items from the eShelf & Research folder to the Kids & Teens folder, check the box next to each item, click cut, navigate to the Kids & Teens folder, and then click paste. The screen shots below illustrate these steps.

Note: The actions initiated by the buttons on the contents tab apply only to those items that have been selected with a check mark. Tasks performed using the actions menu apply to the content item being displayed. The check boxes do not affect these actions. So, if you select actions >delete from the menu bar while viewing the contents tab for a folder, the folder and all of its contents will be deleted, even if none of the

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folder’s contents were checked in the list of contents.

The View Tab

The view tab displays the selected content item in its formatted appearance. This view represents what the content item looks like when it is viewed by a public user (if the item has been published). The item’s content may look considerably different than it did when you entered it on the edit tab. In the example above, for instance, the information we entered on an Add Event page has been formatted into a text box and a formatted table with headings. In most cases, immediately after you have created or edited a content item and saved your changes, the item is automatically displayed in the view tab so that you can see the effects of your changes. Some content items, such as folders, can be displayed in more than one way. When the view tab is opened on such an item, a display menu appears that can be used to change the default display setting of the item (see “Changing the Default Display Setting for a Folder” on page 127 for an example).

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The Edit Tab

The edit tab displays a form that allows you to edit content for an existing item. The specific fields and buttons that appear on the tab depend on the content type of the item being edited. The screen shot above shows an edit tab for a page. The screen shot on the next page shows the edit tab for an event.

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In order to keep the edit tab to a manageable length and minimize the need for scrolling, it has been divided into several different pages that can be accessed using the buttons near the top of the tab. The edit tab will always have the following buttons: Default, Categorization, Dates, and Settings. The edit tab for some content types, such as events, may have additional buttons and pages. The exact fields available on each edit tab page will also vary by content type. The list below summarizes the most commonly used edit tab pages. 

Default — Provides access to the most commonly edited settings and content fields. In most cases, all of the fields that must have content before an item can be successfully saved will be on the Default page. (These required fields are indicated by a small red square.) The Default page of the edit tab will always include the Title, Description, and Body Text fields. Some content types, like news items and events, will have additional fields on this page as well.



Categorization — Allows you to identify certain characteristics of the content item that can be used to filter content for collections and other searches. In the Categories field, you can select pre-existing keywords to associate with an item. You can use the Language drop-down to identify the language in which the content is displayed. WebEditors can add categories to all content types except events. The Categorization page also includes a Related Items area that you can use to create links to other closely related content items within your site. To link to related items, click the add button and select the appropriate content. After you have saved your changes, links to the selected items will appear in a Related content area at the bottom of the content item in the view tab. (For an example, see “Creating Related Content Links” on page 154.)



Dates — Allows you to specify a Publishing Date and/or an Expiration Date to control when a content item is visible to the public. Although you can specify dates for any type of content, this is most useful for time-sensitive information like that commonly found in events or news items. For an example, see “Changing the Publishing and Expiration Dates of News Items” on page 126.



Settings — Allows you to configure other settings that affect how an item functions or how it is displayed. For example, you can select the Exclude from navigation item if you do not want a content item to appear in the navigation portlet. The specific settings that are available will vary by content type. For more information, see “Excluding Items from the Navigation Portlet” on page 125.



Recurrence — Allows you to schedule a repeating event. This button and page are only available for event items. For more information, see “Adding Regularly Recurring Events” on page 69.

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The History Tab

The history tab displays information about the changes that have been made to a content item. For each version of a content item that was saved, the history tab lists the revision number or label, who saved the version, the date and time it was saved, and any comments that were entered when it was saved. The history tab also allows editor users to compare two different versions of a content item and to “revert” back to a previous version of a content item if necessary or desired. For more information about these advanced content management tasks, see “Managing Content Versions” on page 204.

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The Menus

The type and number of menus that appear on the menu bar for editors are context-sensitive, as are the specific menu items on each drop-down menu. The most commonly used menus are described briefly below. Note: The options and actions on the drop-down menus apply to the currently displayed content item. Before performing an action using one of these menus, check the navigation portlet, the main content area of the view tab, and/or the breadcrumb trail at the top of the page to make sure that you are acting upon the correct item.

The Actions Menu The actions menu allows you to perform common item management tasks, such as cutting, copying, pasting, deleting, or renaming an item. The actions menu also includes either a check out or check in item, which you can use to create a working copy of a content item or check a working copy back in to make it “live.” For more information about this advanced feature, see “Using the Working Copy Feature” on page 202. Notes: Which specific actions are available will depend on your user role and the type of content being viewed. StaffEditor users, for example, usually are not allowed to delete content, so the delete menu item will not appear for these users. Usually, WebEditors can delete most content items except folders. Therefore, the actions menu will typically not have a delete item when they view a folder, but may have a delete item when they view other content items. The paste action is not available unless you have already used the copy or cut action, since you must have selected something to paste before you can perform a paste.

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The Display Menu The display menu allows you to change the default display of the item you are viewing. This menu is only visible if you are viewing an item, such as a folder, that can be displayed in different ways. The display options listed in the menu are specific to your location and the type of item being viewed. For an example of how to use this menu, see “Changing the Default Display Setting for a Folder� on page 127.

The Add New Menu The specific menu options that are available on add new menu vary depending on your location within your site. If you are at the top level of most folders, for instance, the menu includes options for adding collections, files, other folders, images, links, and pages, but not events, news items, or organizations. If you are viewing the Library News folder, however, the menu includes options for adding collections, folders, and news items. From the Library Calendar folder, you can only add events. If you are viewing Community Organizations, the only type of content you can add is an organization. In this special case, the menu is not a drop-down, but a single link called add organization.

The State Menu The state menu displays the current publishing state of an item and allows you to change that state if desired. The menu items will vary depending on the current state of the item being viewed. For example, if the current state is private, you can select publish, publish for patron, or publish for staff. If the current state is published, the menu will contain an option to hide the content (that is, to change the content to the private state).

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Chapter 3: Expanding and Maintaining Your Plinkit Site This chapter describes procedures for the most common tasks performed by Plinkit editors. Reading this chapter will help you customize your site and expand it beyond the standard content provided by your Plinkit Administrator. Adding and Rearranging Content Items.................................................. 108 Controlling When and How Items Are Displayed .................................... 123 Formatting and Editing Content with the Kupu Editor ............................. 133 Adding and Editing Tables ...................................................................... 139 Creating Links.......................................................................................... 150 Uploading Files ........................................................................................ 160 Using Images in Plinkit ............................................................................ 164 Using the Staff Calendar ......................................................................... 178

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Adding and Rearranging Content Items In Chapter 1 we focused on adding content to pages that had already been created, such as the Contact Us and Who We Are pages in the About Us section of your site. As you begin to expand your Plinkit Web site, you will undoubtedly want to create new pages and new folders for organizing your pages, files, and images. As your site grows and changes, you may also find yourself needing to move and reorder your pages, folders, and other content items. The sections below demonstrate several of the most common site editing tasks, including creating a new page, creating a new folder, moving pages, and reordering content items. Note: Although the examples in this section involve creating and moving pages and folders, you can use the same general procedures to create and manage most other content items.

Adding a New Page to Your Site To add a new page: 1. Log in to Plinkit. 2. Navigate to the location in the site where you want the new page to be located. In our example, we have clicked the About Us link in the navigation portlet so that we can add a page to the About Us section.

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3. To better visualize your location, click the contents tab.

Tip: This step is optional when creating new page, but it can help ensure that you are adding the page to the desired site location. The About Us title in the contents tab shown here makes it clear that we are in the correct location to add a page to the About Us folder. 4. When you are satisfied that you are in the location where you want to add your new page, click add new on the menu bar and then select page.

A blank Add Page form opens.

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5. In the Title field, enter the title for your new page.

Tip: The small red square indicates that this field is required. You must enter a title for your new page. 6. In the Description box, enter a short description of your new page.

Tip: Entering a description is optional, but encouraged. The description appears in search results, in summary lists of your pages, and in the hovering text box that appears when a user rests the mouse pointer over a page title link. 7. In the Body Text area, enter the main content for your page.

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Tip: You can use the buttons and tools that appear on the Body Text toolbar to add basic formatting to your text. These tools, which behave much like the tools and buttons in most word processing programs, are described in “Formatting and Editing Content with the Kupu Editor� on page 133. If copying and pasting from Word does not look the way you intended, copy and paste into Notepad or Wordpad first and then into the Kupu editor. You will need to reformat (add basic formatting) to your test as desired. 8. When you have finished drafting and formatting your page content, scroll to the bottom of the Add Page form and click save to create your new page.

Note: You do not need to enter a file or object name when creating and saving new pages (or other content items). Plinkit will save and name your new item automatically, based on the title you specified in the Title field. The main content area automatically switches to the view tab so that you can review your new page.

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9. If the content looks acceptable in the view tab and you want to make the new page immediately available to the public, click the private state indicator and then select publish from the drop-down menu.

The new page now appears in the About Us section and is accessible to all Plinkit users. Tip: By default, new pages are displayed in the navigation portlet when they are published. If you want to prevent certain new pages from appearing in the navigation portlet, see page 125.

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Adding a New Folder to Your Site As we learned earlier, folders are the basic containers used to store and organize the content in your Plinkit site. You can create folders anywhere in your site. For this example, let’s assume that now we have created a topic about our Volunteer Librarian Program, we have decided that we want to create a new folder within the About Us folder where we can group information about how the community can become more active in our library. The steps for creating a new folder are very similar to those for creating a new page: 1. Log in to Plinkit. 2. Navigate to the location in the site where you want the new folder to be located. In our example, we have clicked the About Us link in the navigation portlet so that we can add a subfolder to the About Us section.

3. To better view visualize your location and all of the contents in that location, click the contents tab.

Tip: This step is optional when creating new folder, but it can be helpful to review what folders already exist. Remember, items can be configured not to show up in the navigation portlet.

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4. From the menu bar, click add new and then select folder.

A blank Add Folder form opens. 5. In the Title field, enter a title for your new folder.

Tip: The small red square indicates that this field is required. You must enter a title for your new folder. 6. If desired, enter a short description of the information the folder will contain.

Tip: Entering a description is optional, but encouraged. The description appears in search results, in the summary content lists, and in the hovering text box that appears when a user rests the mouse pointer over a link to this folder.

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7. Click save.

The main content area automatically switches to the view tab so you can view your folder. If you have added your folder to another folder that is displayed in the navigation portlet, as we have, your new folder should now also be visible in the navigation portlet. The new folder appears in a different color (light green in this example) because it is in the private state.

8. To publish your folder, click private on the menu bar and then select publish.

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The new folder is now accessible to all Plinkit users and no longer appears in a different color in the About Us section.

Tip: Unless they are located within another folder that is excluded from navigation, new folders are automatically displayed in the navigation portlet when they are published. If you want to prevent a folder from appearing in the navigation portlet, see “Excluding Items from the Navigation Portlet� on page 125.

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Moving Pages and Other Content Items Let’s continue with our series of examples. We have just created a new folder called Opportunities for Involvement, and we want to move some of our existing pages into this folder. We can move pages one at a time using the actions menu, or we can use the buttons on the contents tab to move multiple items at once. We’ll demonstrate both methods. Note: Although the examples in this section involve moving pages, you can use the same general procedure to move other content items.

To move one page at a time: 1. Log in to Plinkit. 2. Navigate to the page you want to move. In our example, we want to move the Supporting Your Library page from the About Us folder into the Opportunities for Involvement subfolder, so we have clicked About Us and then Supporting Your Library.

3. On the menu bar, click actions and select cut.

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4. Navigate to the location to which you want to move the item. In this example, we want to move the page into our new subfolder, so we have clicked About Us and then Opportunities for Involvement in the navigation portlet. The title in the view tab makes it clear we are in the correct location (the Opportunities for Involvement folder).

5. From the new location, click actions and select paste from the drop-down menu.

The view tab displays a confirmation message, and the page title and description appear in the list of contents shown in the default display format for the folder.

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You can also use the contents tab to move pages and other content items. This is particularly useful when you need to move multiple items. The cut, copy, paste, and delete actions available from the actions menu only allow you to work on one content item at a time, but you can perform these same actions on multiple items at one time from the contents tab. In the following example, we’ll use the contents tab to move two more pages into our new folder at once.

To move multiple content items at one time: 1. Log in to Plinkit. 2. Navigate to the folder containing the items you want to move and then click the contents tab to view all of the folder’s contents. 3. In the contents tab view, select the check boxes for the items you want to move and then click cut. In this example, we have decided to move the Library Services page and the Our Volunteer Librarian Program page.

Note: You can act on the selected items only by using the buttons (copy, cut, rename, paste, delete, and change state) at the bottom of the contents tab. If you choose an action from the menu bar instead, it will be applied to the currently displayed item, not to the selected items. In the screen shot above, for example, an action initiated from the menu bar would affect the entire About Us folder. Any changes made using the buttons would affect only the two selected pages (Library Services and Our Volunteer Librarian Program).

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4. Navigate to the contents tab of the folder to which you are moving the items. In our example, we clicked About Us, then Opportunities for Involvement, and then the contents tab.

5. Click paste.

A confirmation message indicates that the items have been pasted, and they are displayed in the list of contents for the destination folder.

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Reordering Content Items By default, Plinkit stores content items in the order in which they are created. You can use the contents tab to change the order of your site content into a more meaningful order. Let’s return to our example. In the screen shot on the previous page, we can see that the subfolder we recently created is at the bottom of the About Us section in the navigation portlet. In the following example, we’ll move the folder so that it is displayed above the Library Policies folder. To change the order of content items: 1. Log in to Plinkit. 2. Navigate to the contents tab for the folder in which you want to reorder content items. In our example, we navigated to the About Us folder and then clicked the contents tab.

3. To move an item up or down in the contents list, click in the order column to select the row for the item and then drag the row up or down to a new location. When you click in the order column, your cursor changes to a crosshairs symbol and the selected row is highlighted.

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In our example, to move our new Opportunities for Involvement subfolder so that it appears ahead of the Library Policies subfolder, we simply clicked in the cell formed by the intersection of the order column and the Opportunities for Involvement row and then dragged the row up to its new location.

The new order is immediately reflected in two places: the contents tab list and the navigation portlet (if the items you are working with have not been excluded from navigation).

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Controlling When and How Items Are Displayed In Plinkit, there are several factors that affect when and how a content item is displayed. We have already seen, for instance, that: 

An item’s publishing state determines which users can view the item.



Content items can be configured so that they are excluded from navigation. This means that the items will not appear in the navigation portlet, even if they are in the published state.



Some content items (images, news items, and event items) are always excluded from the navigation portlet.



Publishing dates and expirations dates can be assigned to content items to specify a specific period of time during which an item will be visible.



A folder’s display option controls what content appears in the main content area when the folder is opened. By default, a list of the titles and descriptions of the folder’s contents is displayed. This default behavior can be changed so that the folder’s contents are displayed a different format, or so that a specific content item contained in the folder is opened and displayed, each time the folder is opened.

The following sections provide brief instruction on how to adjust each of these factors to control when and how content items are displayed.

Changing the Publishing State of a Page or Folder In Chapter 2 we saw that there are three publishing states you will use most often: private, staff only, and published. •

Items in the private state can be viewed only by users who are logged in and who have been assigned the StaffEditor or WebEditor user role. In the navigation portlet and the contents tab, the titles of items in the private state appear in a different color (red in the examples in this manual) than content that has been published.

Items in the staff only state can be viewed only by users who are logged in and who have been assigned the StaffReader, StaffEditor or WebEditor user role. In the navigation portlet and the contents tab, the titles of items in the private state appear in a different color (light green in the examples in this manual) than content that has been published.

Items in the published state can be viewed by all users, whether they are logged in or not.

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By default, all new content items except images are created in the private state. (Images are published by default.) To publish a private content item (that is, to make it visible to all users), click private on the menu bar and then select publish. Here’s an example:

In some cases, you may want to change a published item’s state back to the private state. To do this, click the published state indicator on the menu bar and then select hide (see “Hiding Pages” on page 40 for an example). Notes: You can also use the check boxes and the change state button on the contents tab to change the publishing state of multiple content items in one operation. (The items must be contained in the same folder.) You should only hide a published content item (make it private again) in situations where you want to remove the item from view only temporarily. If you want to remove a content item permanently (that is, if you are confident you will not have a use for it in the future), you can simply delete the page (see “Deleting a Single Page” on page 43). If you want to update a published content item, but you want the current version of the item to remain visible while you are preparing the new version, use the Working Copy feature. This feature allows you to “check out” a copy of a content item that you can edit while the “old” version is still visible on the Web. When you are ready to post the new version, simply check it back in to make it the “live” version. For more information, see “Using the Working Copy Feature” on page 202. You do not need to change the state of a published item in order to edit it. Simply use the edit tab to make your changes and then click save. Your changes will be reflected on your live Plinkit site immediately.

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Excluding Items from the Navigation Portlet Three types of content—images, news items, and event items—are designed not to show up in the navigation portlet. These items are configured this way because in most cases, you will probably expect users to access these types of content through some means other than the navigation portlet. Images are typically viewed within other content items (such as pages or news items) or in a digital exhibit, events can be seen on the Library Calendar and in the upcoming events portlet, and news items are visible in the news portlet. You might also have other individual content items (that is, items that are not images, event items, or news items) that you want to add to your site but do not want users to navigate to and view from the navigation portlet. You can use the Exclude from navigation setting to prevent such content items from appearing in the navigation portlet. By default, the setting is disabled when a new content item is created. In other words, new content items that are not images, event items, or news items will appear in the navigation portlet. Note: The Exclude from navigation setting is inherited. This means that if the Exclude from navigation box has been selected on the edit tab for a folder, all of the items stored in that folder will also be excluded from the navigation portlet, whether or not the individual items have the Exclude from navigation box selected.

Below is the general procedure for excluding a content item from navigation. For a screen shot of the setting, see page 9393. 1. Login in to Plinkit. 2. Navigate to the item you want to exclude from the navigation portlet. 3. Click the edit tab. 4. Click the Settings button. 5. Select the Exclude from navigation check box. 6. Click save. Notes: When a content item is open in the main content area of your Plinkit site, the item name will appear in the navigation portlet, regardless of its content type or Exclude from navigation setting. Exclude from navigation does not affect the publishing state of an item. Users can still view content items that are excluded from the navigation portlet, but they must locate and open them using another method (for example, the Search feature, collections, or links from other topics).

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Changing the Publishing and Expiration Dates of News Items Some items on your Plinkit site, such as news items and event announcements, will contain time-sensitive information. You can set a publishing date and/or an expiration date for each of these items to control when each item will be visible. Note: By default, the publishing date of a published item is automatically set to the date and time at which the item’s publishing state was changed to published. Although you can set an expiration date for any type of content item, most content types should not have an expiration date. Any content that you want to remain on your site indefinitely should not be assigned an expiration date. The content type for which you are most likely to need to set an expiration date (and perhaps adjust the publishing date) is the news item.

To set or change the publishing and expiration dates for a content item: 1. Log in to Plinkit. 2. Navigate to the content item. 3. Click the edit tab. 4. Click the Dates button. 5. Scroll down to the Publishing Date and Expiration Date sections. 6. If desired, change the publishing date, which is the date on which the item will become visible to the public (if it is in the published state). 7. If you do not want the item to be visible indefinitely, select an expiration date.

8.

Click save.

For examples, see “Changing the Publishing Date for Your Director’s Message” on page 51 and “Controlling When News Items Are Active” on page 60.

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Changing the Default Display Setting for a Folder By default, when a new folder is created it is configured so that a list of the titles and descriptions of the folder’s contents is displayed when the folder is clicked. Here’s an example of how this standard view looks for the Opportunities for Involvement folder we created in an earlier example.

You can change a folder’s default display so that the folder’s contents are displayed in a different format (for example, in a tabular format or as thumbnail representations). You can also configure a folder’s display options so that a specific content item contained in the folder is displayed each time the folder is opened. We recommend assigning such an “introductory” or “landing” page to each of your folders. The Who We Are page (see page 21) that is displayed when you click the about us tab in your default Plinkit site is an example of such an introductory page. The procedure in this section describes how to assign a specific content page to be displayed when a folder is opened, but the procedure for changing the default display to any other of the display options is very similar. Examples of the other display options are provided at the end of this section.

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To assign a specific page to be displayed when a folder is opened: 1. Log in to Plinkit. 2. Navigate to the folder. 3. Click the display menu and choose the type of display you want to be the default for the folder. Tip: In this example, we have chosen select a content item as default view. If you choose any other display option, this is the last step of this procedure. If you choose the select a content item as default view, you must also complete the next step.

If you choose select a content item as default view, a Select default page form appears, listing all of the folder items that can be used as the default page. 4. Select the item you want to use as the default display page and click save.

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The selected page now becomes the default view. Notice that the page no longer appears in the navigation portlet as a separate item under the folder.

Also notice that if you view the contents tab for the folder, the selected default display page (in the example below, Supporting Your Library) is listed in bold.

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Other Folder Display Options The previous section includes screen shots of the standard view and content item display options for a folder. The screen shots below illustrate the other three folder display options: summary view, tabular view, thumbnail view. Summary View

The summary view is similar to the standard view, except that it does not include as much detailed information. The summary view shows the only the title and description of each content item and provides a Read More link that opens each item. (The standard view includes the following additional information for each content item: the name of the user who last modified it, the time it was last modified, and the content type, indicated by an icon. This additional information is only available to logged in users. See page 127 for an example.)

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Tabular View

The tabular view is similar in style and appearance to the list on the contents tab. This view displays in a table the title, author, content type, and last modified date and time for each content item in a folder for logged in users. Public users will only see the title and content type. Thumbnail View

The thumbnail view displays a small (“thumbnail”) representation of each image contained in a folder. Content items that are not images or subfolders are listed below the thumbnails, in a format that is similar to the default standard view. Subfolders are shown as “stacked” thumbnails and a number in parentheses indicates how many images are in each subfolder. In the example above, the

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Opportunities for Involvement and Library Policies subfolders contain no images. Clicking a subfolder stack opens the subfolder. If a subfolder contains images, a thumbnail of one of the images (randomly selected) is displayed on the subfolder stack, as in the screen shot below.

If a folder that contains no images is set to the thumbnail view, the folder contents are displayed in a list that looks almost exactly the same as the standard view. For example, the only difference between the thumbnail view (below) and the standard view of the Opportunities for Involvement folder is a line of text in the thumbnail view that indicates that no images have yet been added to the folder.

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Formatting and Editing Content with the Kupu Editor Many of the procedures we have covered so far have involved entering or editing content. By way of review, the basic procedure for editing most types of content items is: 1. Log in to Plinkit. 2. Navigate to the item you want to edit. 3. Click the edit tab. 4. Enter or edit the item’s content as appropriate. 5. Click save.

For most content types, when you reach step 4 in this process you will be entering or editing text in an editor that looks something like this:

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This editor, called the Kupu Editor, includes a group of buttons and tools that can help you quickly add basic formatting to your text without having to know HTML. These buttons and tools work very much like the buttons in most word processing programs. The Kupu Editor is a “What you see is what you get” (WYSIWYG, pronounced wiz-EE-wig) editor, which means that what you see in the editor is a very close approximation of what the final published page will look like. Note: If the buttons that you see differ from those shown in the screen shot on the previous page, your Plinkit Administrator may have installed a different editor or a different version of Kupu for your site.

The table in the next section briefly describes the basic elements of Kupu. The sections after that describe and illustrate in more detail some of the most commonly used styles and features. Tips: To view a pop-up tooltip that identifies the purpose of a Kupu button, rest your mouse pointer over the button for a few seconds. The tooltip will also identify a “hotkey” combination that you can use to achieve the same effect as clicking the button. This combination is usually described in the format “Access key (Alt or Ctrl) + X“, where X is another key. This expression means that you should press the access key used by your computer and browser and hold it down while you press the other key. In most cases, your access key will be either the Alt key or the Ctrl key, but in some cases you may need to use a different access key or combination of keys. For example, if you are using Firefox, you may need to press and hold both Alt and Shift before pressing the other key. You may also need to use Alt in some combinations and Ctrl in others. Of course, if you have trouble finding the right hotkey combinations, you can always use the Kupu Editor buttons instead!

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Kupu Editor Buttons and Menus The table below includes descriptions of the editing tools available on the Kupu Editor toolbar. To see an example of text that has been formatted using these tools, see the screen shot on page 138. Bold and Italic buttons: Apply font formatting to selected text. Each of these buttons toggles between applying a format and removing it. If you want to apply bolding to a word, highlight the word and then click the B button. If you decide you want text that is currently bold to be changed back to non-bold text, simply highlight the text and then click the B button again. Similarly, if you want a word or phrase to appear in italics, highlight the word or phrase and then click the I button. To remove italics, repeat the same process. Paragraph justification buttons: Apply left-justification, centering, or right-justification to the selected paragraph. Justification is always applied to an entire paragraph, even if you highlight only a portion of a paragraph before clicking one of these buttons. Numbered and Unordered (Bulleted) List buttons: Apply automatic numbering or bulleting to create attractive and easily readable lists. Either type your list first, with one list item per line, and then select the whole list and click the appropriate button, or click the appropriate list button first and then begin typing. A new list item will be created every time you press Enter. To stop auto-formatting when you reach the end of your list, press Enter twice. Definition List button: Enables a special list format in which every other line is indented. This format is particularly useful for glossaries and other lists that have a heading or term followed by explanatory text. To create and format a definition list, place your cursor where you want the list to appear, click the Definition List button, type the content of the heading for the first list item (for example, your first glossary term), press Enter, type the content for the first indented list item (for example, the glossary term definition), and then press Enter again. Then type the next heading term and continue until your list is complete. Each time you press Enter, the editor will move the cursor to next indented or outdented list element. When you have reached the end of your list, press Enter twice. Increase/Decrease Indent (Quote Level) buttons: Move the selected paragraph one increment further to the left or right, respectively. Insert Image button: Opens the Insert Image window, which allows you to insert and position images. For more information, see “Adding Images to Your Pages” on page 167. Insert Internal Link button: Opens the Insert Link window, which allows you to create a link to other content items within your site. See “Linking to Other Items in Your Plinkit Site” on page 150.

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Insert External Link button: Opens the External Link window, which allows you to add a link to an external Web page (a Web page that is not part of your Plinkit site). See “Linking to Pages Outside Your Plinkit Site� on page 157. Insert Anchors button: Opens the Anchors window, which allows you to create internal links to specific areas of your page. The Anchors tool provides lists of paragraphs by style, which makes it easy for you to create links to headings, subheadings, etc. The Anchors tool also allows you to create hyperlinked tables of contents based on paragraph styles. The screen shot on page 138 includes an example of a table of contents created with this button. Insert Table button: Opens a Table window that allows you to add a blank table to your page. The tool allows you to specify the class (style), number of rows, and number of columns for the table and indicate whether the table should have headers. For more information about adding and editing tables, see page 139. HTML button: Displays the actual HTML for the page you are editing. If you are an advanced HTML user, you can edit your page directly in HTML. To return to the default WYSIWYG (What You See Is What You Get) view, click the button again. Style selector: Lists a selection of default styles that you can apply at the paragraph level. To apply a style, highlight the text to be formatted, then click the down arrow in the style selector and choose the style to apply. These styles are always applied to the entire paragraph, even if you highlight only a portion of a paragraph. The screen shot on page 138 illustrates the styles that are provided initially with Plinkit. Note: After you add a table to a page, one or more table elements will also appear on the list of styles on the style selector drop-down menu. For more information about formatting tables, see page 139.

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Basic Formatting Tools This self-documenting screen shot of a formatted Plinkit page illustrates the effects of some of the Kupu formatting tools.

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Default Styles This self-documenting screen shot of a formatted Plinkit page illustrates the default styles that are provided in the Kupu Editor.

Note: The mini-table of contents near the top of the page in this screen shot was created using the Insert Anchor button and the Pull-quote style. Anchors will only work with Headings and Subheadings.

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Adding and Editing Tables Tables make it easy to present information in an orderly way. The sections below provide instructions for inserting, editing, and deleting tables using the Kupu Editor.

Inserting a Table in Your Page Content To add a table to a Plinkit page: 1. Log in to Plinkit and navigate to (or create) the page to which you want to add a table. In this example, we will add a table to the Your Library Card page. 2. Click the edit tab. 3. In the Kupu Editor (the Body Text area of the edit tab), position your cursor where you want to insert the table and then click the (Insert table) button. The Table window opens, which you can use to set up your table.

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4. In the Table window, select the Table Class you would like to use. The table class determines the appearance of the table borders, rows, columns, and fonts. In this example, we have selected the fancy listing style.

Tip: The specific look and feel of the available table classes will vary depending on the styles your Plinkit Administrator has defined for them. You may need to experiment with the available classes to see which one suits your needs. 5. In the Rows and Columns fields, enter the number of rows and columns you think you will need for your table.

Tip: The number of rows includes data rows only. If you choose to add a header row (in the next step), it will not be counted in the number you specify in the Rows field. You can add and remove rows and columns later if necessary.

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6. If your table does not need to have a header row, click the Create Headings check box to remove the check. (The default is for new tables to have header rows, so the box will initially by checked). Header rows usually have stylistic differences (such as a different colored background or bold type) that distinguish them from the data rows. In this example, we have left the Create Headings box checked because we want our table to have a header row.

7. Click the add table button.

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The Table window will close and a blank table with the specified number of data rows and columns will appear in the Kupu Editor.

8. Click in each table cell and add your table text. The size of the rows and columns will automatically adjust as you enter your text.

9. When you have finished editing your table, scroll to the bottom of the page and click save.

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The main content area automatically switches to the view tab so that you can view the page with its newly added table.

Adding Table Rows and Columns You can use the (Insert table) button to insert additional rows and columns to an existing table or to remove existing rows and columns. In the example used in the procedure below, we will add another row to an existing table and then delete an existing column. To add and remove rows and columns from an existing table: 1. Log in to Plinkit and navigate to the page containing the table to be modified. 2. Click the edit tab. 3. To add a row, click in a cell in the row below which you want to add the new row. To add a column, click in a cell to the left of the location where you want the new column to appear.

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In this example, we are adding a row to the bottom of our table (that is, below the Teen row), so we have clicked in the cell containing the text Teen.

Note: In Firefox when you select a cell, two small graphic tools appear. A row editing tool appears near the left edge of the cell and a column editing tool appears near the top edge of the cell. You can use these tools to quickly add a new row or column. Click the top-facing arrow to add a row above, the bottom-facing arrow to add a row below, the left-facing arrow to add a column to the left, or the right-facing arrow to add a column to the right. If you use these editing tools, jump to step 7. 4. Click the

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5. In the Table window, click the add button next to the word Row or next to the word Column, as appropriate. A new row or column will be added to your table.

Notes: When new rows are added from the Table window, they are added below the insertion point you selected. When new columns are added from the Table window, they are added to the right of the insertion point. The Table window will remain open, so that you can make other changes, if necessary. 6. When you have finished adding rows and columns, click the close button so that you can see your revised table in the Kupu Editor.

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7. Enter the appropriate text in your new row(s) and/or column(s). In this example, we have added information about library cards for kids.

Deleting Table Rows and Columns To delete (remove) a row or column from a table: 1. Log in to Plinkit and navigate to the page containing the table to be modified. 2. Click the edit tab. 3. Click in a cell in the row or column you want to delete and then click the (Insert table) button. In this example, we have decided to remove the cost column, so we have clicked in the cell containing the word cost.

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Note: In Firefox when you select a cell, two small graphic tools appear. A row editing tool appears near the left edge of the cell and a column editing tool appears near the top edge of the cell. You can use these tools to quickly delete a row or column. Click the encircled X ( ) in the to delete the current row and the circled X in the to delete the current column. If you use these tools to perform your deletions, jump to step 6. 4. In the Table window, click the remove button for either the Row or Column, depending on your situation.

Note: Be careful to select the correct remove button. When you click the remove button, the row or column containing the selected cell will be deleted immediately and you will lose any content in that row or column. You cannot undo this action. 5. Click the close button so that you can see your modified table in the Kupu Editor.

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In our example, the cost column no longer appears in our table.

6. When you have finished editing your table, scroll to the bottom of the page and click save.

The main content area automatically switches to the view tab so that you can view the effects of your edits.

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Deleting a Table To delete (remove) a table from a page: 1. Log in to Plinkit and navigate to the page containing the table to be deleted. 2. Click in any cell in the table and then click the

(Insert table) button.

3. In the Table window, click the remove button for the Table. The table will be deleted from your page and the Table window will close.

Notes: Use care when deleting tables Your table will be deleted immediately when you press the remove button, and this action cannot be undone. There is no warning or confirmation dialog after you press remove. If you delete a table inadvertently, you might be able to revert to an earlier, saved version of the table by scrolling down to the bottom of the page and clicking the cancel button. This causes Plinkit to revert to your last saved version of the page. However, if you do this, you will lose any changes your have made since that last save. If you created the table after your last save, cancelling your edits will not retrieve it. 7. When you have finished editing your page, scroll to the bottom of the page and click save.

The main content area automatically switches to the view tab so that you can view the effects of your edits.

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Creating Links The Kupu Editor that is built into the edit tab for most content types allows you to easily create links to other items in your site or to external Web sites.

Linking to Other Items in Your Plinkit Site To insert a simple text link to another page or content item in your site: 1. Log in to Plinkit. 2. Navigate to the content item that will contain the link (that is, the page or item from which you are linking). 3. Click the edit tab. 4. In the Kupu Editor (Body Text) portion of the edit tab, highlight the text that will be the clickable hyperlink and then click the (Internal Link) button.

An Insert Link window opens on top of the Kupu Editor window.

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5. In the Insert Link window, navigate to the item to which you want to provide a link. Here are some hints to help you navigate the Insert Link window: •

If you are unsure where the item you want to link to is stored, click the Home link in the left column and then navigate “down” through your site to find it.

When you click the Home link, the contents at the top level of your site are displayed in the middle column.

If you click a folder in the middle column, a list of the folder’s items replaces the list that was being displayed in the middle column.

If you click an item in the middle column that does not contain other items, the title and description of the item you clicked are displayed in the right column.

To go back “up” your folder structure, click the . . (Parent folder) link.

6. When you see the item you want to link to in the middle column, select it. A preview of the selected page opens in the right column, showing the title and description of the page and its publishing state. In this example, we are creating a link to the Our Volunteer Librarian Program page.

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7. If the preview shows the correct content (that is, if you’re sure you have selected the correct page to link to), click the ok button on the Insert Link window. The window closes and the text you highlighted is now formatted as a link in the Kupu Editor.

8. Scroll down to the bottom of the edit tab and click save.

The main content area automatically switches to the view tab so that you can review your edits. Notice the new hyperlink.

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9. In the view tab, click your new link. The linked item is displayed in its default display format.

Tip: You can link to most content types, including pages, folders, images, news items, event announcements, digital exhibits, and collections. You can also link to the Community Organizations search page, but not to individual organizations. When an internal link is clicked, the linked content item is displayed in its default display format. For an example of a link to a collection, see “Incorporating Collections into Your Site� on page 199.

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Creating Related Content Links In some cases, you may want to provide a list of links to “related content� at the bottom of a page to help your users browse to other information they may find interesting or useful. Plinkit provides an easy way to do this from the Categorization page of the edit tab. To add a list of related item links to a page: 1. Log in to Plinkit. 2. Navigate to the content item that will contain the list of related content. 3. Click the edit tab and then the Categorization button. 4. In the Related Items section, click the add button. A Related Items window opens that allows you to browse to or search for content in your site.

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5. When you locate a content item you want to include in the related items section, click the Insert link for that item.

The Related Items window closes and the selected item is listed in the Related Items section.

6. Repeat steps 4 and 5 as necessary. Note: If you later change your mind and want one of the items you selected not to be included in the Related Items area of the page, simply clear the check box for the item. The name of the item will still show up on the edit tab under Related Items until you save the page. 7. When you are done adding items, scroll to the bottom of the edit tab click save.

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The main content area automatically switches to the view tab so that you can review your edits. Notice the new Related content section and link(s).

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Linking to Pages Outside Your Plinkit Site To create a link to an external Web site: 1. Log in to Plinkit. 2. Navigate to the content that will contain the link (that is, navigate to the page or item from which you are linking). 3. Click the edit tab. 4. In the Kupu Editor (Body Text) portion of the edit tab, highlight the text that will be the clickable hyperlink and then click the (External Link) button.

Note: If you do not highlight text for your link, Kupu will use the external site’s Web site address as the link text and insert that link where your cursor is currently located on the page. An External Link window opens on top of the Kupu Editor window.

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5. In the External Link window, enter the URL (Web site address) for the site you want to link to and then click preview.

The external Web site is sometimes displayed in the bottom area of the External Link window.

6. Click ok. The External Link window closes and the text you highlighted is now formatted as a link in the Kupu Editor.

7. Scroll down to the bottom of the edit tab and click save.

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The main content area automatically switches to the view tab so that you can review your edits. Notice the new hyperlink.

Tip: The small world icon (

) indicates that this is an external link.

8. In the view tab, click your new link. The external Web site should open in a new browser window.

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Uploading Files Up to this point, we have focused mostly on creating content within your Plinkit Web site. You may also want to add already existing documents to your site. You can upload and store files such as Microsoft Word documents or PDF files anywhere on your site and then include links to them from your Plinkit pages. The actual content of such files cannot be displayed within Plinkit, but users can download the files to their local computers.

Note: This topic focuses on uploading text-based files. For information about uploading and using graphic files, see the next section, beginning on page 164.

To upload a Microsoft Word or PDF file to your Plinkit site: 1. Log in to Plinkit. 2. Navigate to the folder or area in which you want to make the files available for download. In this example, we have navigated to the contents tab of the News & Events area, where we want to post a PDF of our movie schedule.

3. On the menu bar, click add new and then select file.

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4. In the Title field, enter a title for the document.

5. If desired, enter a short description of the file in the Description box.

Tip: Entering a description is optional, but encouraged. The description appears in search results, in content summary lists, and in the hovering text box that appears when a user rests the mouse pointer over a title link. 6. In the File section of the form, click Browse.

A file selection window opens.

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7. Navigate to the file you want to upload, highlight it, and then click Open.

Tip: The file must be stored on your hard drive or network.

8. Scroll to the bottom of the Add File form and click save.

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The main content area automatically displays the view tab, so that you can preview the download page that will be displayed when the new file item is clicked.

Tips: The text of the download link will be the name of your file (not the title you entered in the Add File form). Before you upload a file, save it with a name that will be meaningful to your users. In the screen shot above, the download link is August Movie Schedule.pdf. By default, uploaded files are shown in the navigation portlet. If you choose to prevent your files from being shown in the portlet, click the edit tab, click the Settings button, check the Exclude from navigation box, and then click save. 9. If you want your file to be available to all users, click private on the menu bar and then select publish.

Tip: You can create links to your uploaded files from most content types. Clicking a file link begins a file download process.

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Using Images in Plinkit We have already seen how easy it is to insert a picture directly into a news item. You can also incorporate images into pages, event announcements, and other content items. You can even create special groups of images for reference or educational purposes.

Uploading Images Before you can use images in your pages and other content items, you must upload them to your Plinkit site. Note: The procedure given here is a generic procedure for uploading images for use on Plinkit pages. For a description of a special procedure for uploading and inserting an image into a news item in one step (and without having to resize your original image file), see “Updating and Publishing the Director’s Message� on page 45. 1. Create your graphic files and store them on your local computer or network. Tip: Most of the popular graphic file formats are acceptable. JPEG, PNG, and GIF files are the most commonly used formats. 2. If you will be using your graphics in content items other than digital exhibits, use a photo or graphics editing application to resize them to an appropriate size for integration with your content. Tip: The Digital Exhibits feature will automatically display your images in three different sizes, as long as they are not too small to begin with. For this reason, it is best not to resize images you want to include in a digital exhibit. If your original images are small in size, all three views of the image will be approximately the same size. The Digital Exhibits feature is discussed in more specific detail beginning on page 171. 3. Log in to Plinkit. 4. Navigate to the folder where you will use the image.

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5. On the menu bar, click add new and then select image.

An Add Image form opens. 6. In the Title field, enter a title for your image.

7. If desired, enter a short description of the image in the Description box.

Tip: Entering a description is optional, but encouraged. The description appears in search results, in the summary content lists, and in the hovering text box that appears when a user rests the mouse pointer over a title link. The description is also displayed in the Kupu Insert Link tool to help you find the appropriate image if you are creating a link to an image. 8. In the Image section of the form, click Browse.

A file selection window opens.

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9. In the file selection window, navigate to the image file you want to upload, highlight it, and then click Open.

Tip: The file must be stored on your hard drive or network.

10. Scroll to the bottom of the Add Image form and click save.

The main content area automatically displays the view tab, so that you can preview the image. Image files are automatically created in the published state, so you do not have to publish them. All images are also automatically excluded from navigation. Notice, however, that in the screen shot below, the new image name is visible in the navigation portlet. That is only because the image is currently being viewed. Navigating to another content item will cause the image title to disappear from the navigation portlet.

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Adding Images to Your Pages Notes: The procedure given here is a generic procedure for adding images to Plinkit pages using Kupu. For a description of a special procedure for uploading and inserting an image into a news item, see “Updating and Publishing the Director’s Message” on page 45.

After you have uploaded an image to your site as described in the last section, follow these steps to incorporate it into a Plinkit page: 1. Navigate to (or create) the page on which you will use the image. 2. Click the edit tab. 3. In the Kupu Editor window (in the Body Text area), position your cursor where you want to place the image and then click the

(Insert Image) button.

4. In the Insert Image window that opens, navigate to the image you want to use. Tip: If you uploaded the image to the same folder that contains the page you are editing, click Current folder in the left column. The image name should appear in the list of contents in the middle column. Navigating Kupu’s Insert Image window is similar to navigating the Insert Link window. For more information, see page 150.

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When you have found the image you want to insert, select it. Information about the image will be displayed in the right column of the Insert Image window.

5. Indicate whether you want the image to be aligned to the Left, aligned to the Right, or inserted Inline (interwoven with the page text). Note: If you wish to change the left-to-right alignment of an image after you have saved the page, click on edit and then click on the image in the Body Text area. Click on the insert image button and alter the alignment in the insert image window.

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6. From the Size drop-down menu, select the size that will best suit your intended use of the image. Notes: Although the available size selections are all square (width=height), Kupu will maintain the aspect ratio of your original image when it resizes it. If your original image is not square, it will be resized so that the longest dimension (height or width) is equal to the pixel size you select. The other dimension will be proportionally adjusted. For example, if you have an image that is 100x200 pixels and you select the Tile size (64x64), Kupu will resize the image to 32x64 pixels. After you have inserted an image and have returned to the main Kupu window, you will be able to resize the image by dragging its sizing handles. However, it can be difficult to maintain the original aspect ratio when resizing an image by hand.

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7. If desired, edit the Text equivalent field. The text in this field is displayed in a tooltip when a user rests the mouse pointer over the image.

8. Click ok to save your selections and return to the Kupu Editor. The page you were editing will now include the image you just added.

9. When you are satisfied with the placement and size of the image, scroll to the bottom of the page and click save.

The main content area automatically switches to the view tab so that you can preview the page with its newly inserted image.

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Creating a Digital Photo Exhibit The Digital Exhibits folder within the eShelf & Research area allows you to store and display special groups of related images. The images in a digital exhibit can be viewed simultaneously in thumbnail view or individually in differently sized views. The procedure for creating a digital exhibit is basically the same as the procedure for uploading images for use in other pages, with two exceptions: 

Images to be included in digital exhibits do not need to be resized. The Digital Exhibits feature will display your images in different sizes if the original image size is not too small. If your original images are small in size, all three views of the image will be approximately the same size.



Before uploading the images you want to include in a specific exhibit, you should first create a folder for the exhibit within the Digital Exhibits folder.

Your Plinkit Administrator has included on your Plinkit site one or more sample digital exhibits, which you can edit, hide, or delete. You can also add new digital exhibits. To create a new digital exhibit of your own: 1. In the navigation portlet, click eShelf & Research and then Digital Exhibits. 2. On the menu bar, click add new and then select folder.

An Add Folder form opens. 3. In the Title field, enter a name for your digital exhibit folder.

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4. If desired, enter a short description of the digital exhibit in the Description box. Tip: Entering a description is optional, but encouraged. The description appears in search results, in content summary lists, and in the hovering text box that appears when a user rests the mouse pointer over a title link. 5. Click save.

Your digital exhibit folder is created and is displayed in the view tab. 6. To exclude the digital exhibit folder from the navigation portlet, click the edit tab, click Settings, check the Exclude from navigation box, and then click save.

Tip: This step is optional. By default, new folders are shown in the navigation portlet.

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7. To make your digital exhibit available to the public, click private on the menu bar and then select publish.

8. While still viewing your new digital exhibit folder, click add new and then select image from the drop-down menu.

An Add Image form opens. 9. In the Title field, enter a title for your image.

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10. If desired, enter a short description of the image in the Description box. Tip: Entering a description is optional, but encouraged. The description appears in search results, in the summary content lists, and in the hovering text boxes that appears when a user rests the mouse pointer over a title link. The description is also displayed in the Kupu Insert Link tool to help you find the appropriate image if you are creating a link to an image. 11. In the Image section of the form, click Browse.

A file selection window opens. 12. In the file selection window, navigate to the file you want to upload, highlight it, and then click Open.

Tip: The file must be stored on your hard drive or network.

13. Scroll to the bottom of the Add Image form and click save.

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The main content area automatically displays the view tab, so that you can preview the image.

Note: New images are automatically created in the published state, so you do not need to publish them. 14. Repeat steps 8-13 as necessary to add more images to your exhibit.

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Viewing Your Digital Exhibit To view a digital exhibit: 1. In the navigation portlet, click eShelf & Research and then Digital Exhibits. All of your digital exhibits are displayed as cascaded or stacked “piles” of thumbnail images.

2. To open a digital exhibit, click the “top” snapshot of one of the exhibits. The images in the digital exhibit folder are displayed as rows of thumbnail images.

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3. To view a single image by itself, click the image. Unless your original image file was fairly small, the single image will generally be larger than the thumbnail.

4. To view the image at full size, click the single image. Note: If your original image file was not sufficiently larger, this view of the image may not be any larger than the previous view. 5. To return to the folder for the digital exhibit you are viewing, click the Back to site link that appears above the full-size image.

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Using the Staff Calendar The Staff Calendar works just like the public Library Calendar, but it is only available to staff members who have been assigned the staff or editor user role. The Staff Calendar is stored in and accessed from the Staff Area folder, which is only visible to logged-in staff and editor users. The procedures for adding and maintaining events on the Staff Calendar are similar to those for the Library Calendar, with these three significant differences: 

The Staff Calendar is located in the Staff Area folder.



Staff events are stored in the Staff Calendar folder.



Events on the Staff Calendar should remain in either the private or staff only state. Events that are kept private will be visible to editor users. Events that are published for staff will be visible to all staff and editor users. The published state should never be used for staff events, because the general public users can see published events.

Adding Single Events to the Staff Calendar The information displayed in the Staff Calendar is based on Plinkit event items. To create an event: 1. Log in to Plinkit. 2. In the navigation portlet, select Staff Area and then Staff Calendar to open the calendar.

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3. Click the add event tab.

The Add Event page opens. 4. In the Title box, enter a title for your event.

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5. If desired, enter a short description in the Description box. Note: Entering a description is optional, but encouraged. The description appears in search results and in the pop-up text that appears when a user rests the mouse pointer over the event title in the Staff Calendar. 6. In the Event Location field, enter the location for the event.

Note: This field is not required, but it is strongly recommended that you include the event location. 7. In the Event Starts and Event Ends fields, select the appropriate start and end date(s) and times for the event.

8. In the Event body text area, enter any other information you want to include about the event.

9. Enter in the Attendees box the names of any special attendees or guests you want to publicize. In this example, we have chosen not to list attendees.

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10. In the Event Type(s) box, select at least one event type. If your event fits into more than one of the event categories listed, hold the Ctrl key (Windows) or the Command key (Macintosh) down on your keyboard and then click each applicable event type.

Tip: The event type is used to filter events in the calendar. A user might select options to view only Staff Training events, for instance. You should specify at least one event type. 11. If there is a Web site associated with the event, enter the URL for the site in the Event URL box. We did not include a URL in this example.

12. If applicable, enter a contact name, e-mail, and phone number for the event.

Note: Contact information is optional. If you do enter information here, it will be posted on the Internet for staff, so it is a good idea to check with the contact person before entering his or her information. 13. Click save.

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The main content area automatically switches to the view tab so that you can review your new staff event item.

Notice that the new event item is in the private state, which means that it has not yet been published. This means that it will only be visible to editor users. 14. If you are satisfied with the event item and you want to make it available to staff users as well as editors, click private on the menu bar and then select publish for staff.

Note: Be careful to select publish for staff rather than publish (or publish for patron). Publish will make the staff event visible to the general public, which is not desirable. Most libraries will not use the patron user role and even for those that might, staff events should not be published to patrons.

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A message at the top of the page confirms that the publishing state of the event has been changed, the publishing state indicator changes to staff only, and the event title turns from the color for private (red in this manual) to the color for staff only (light green in this manual).

The new event now also appears in the Staff Calendar.

Adding Regularly Recurring Events to the Staff Calendar Your library likely has certain staff events—such as staff meetings or possibly training classes—that are held on a regularly recurring schedule. You can add these events to the Staff Calendar by creating a single event item and defining the pattern of the recurrence. To add an event that recurs on a regular schedule to the Staff Calendar: 1. Log in to Plinkit. 2. In the navigation portlet, select Staff Area and then Staff Calendar to open the calendar.

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3. Click the add event tab. 4. Enter the event title, short description, location, start and end dates and time, body text, attendees, type(s), URL, and contact information as applicable (see previous section for detailed instructions). Notes: A title and start and end dates and times are required, but the other fields are optional. For the start and end dates and times, enter the date of the first occurrence of the event and the start and end times that will apply to every event. 5. At the top of the Add Event page, click Recurrence.

6. Select the Enable event recurrence check box.

The page will refresh and display fields for defining the recurring schedule. 7. In the Event Time area, edit the Start and End time if necessary. These times are initially carried over from the information you entered in the Default view. The Duration is calculated automatically based on the Start and End times.

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8. In the Recurrence Pattern area, select how often the event repeats.

Note: In the example above, we have scheduled the event to repeat quarterly on the first Monday of every third month, but there are many options for defining the recurrence pattern. The fields available in the right half of the Recurrence Pattern box will vary depending on which option you select on the left. Here is a second example: If you wanted an event to occur twice a week, you would select Weekly on the left and then select the appropriate days of the week on the right.

9. In the Range of Recurrence box, indicate when you want the pattern to start and end. The start date is initially carried over from the date you entered in the Default view.

10. If you want to delay the appearance of this event on the Staff Calendar, click Dates and edit the publishing and expiration dates. (For more information, see “Changing the Publishing and Expiration Dates of News Items" on page 126.) 11. Click save.

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The main content area automatically switches to the view tab so that you can review your new recurring event.

Notice that the new event item is in the private state, which means that it has not yet been published. This means that it will only be visible to editor users. 15. If you are satisfied with the event item and you want to make it available to staff users as well as editors, click private on the menu bar and then select publish for staff.

Note: Be careful to select publish for staff rather than publish (or publish for patron). Publish will make the staff event visible to the general public, which is not desirable. Most libraries will not use the patron user role and even for those that might, staff events should not be published to patrons.

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A message at the top of the page confirms that the publishing state of the event has been changed, the publishing state indicator changes to staff only, and the event title turns from the color for private (red in this manual) to the color for staff only (light green in this manual).

The new event now also appears in the Staff Calendar according the recurring schedule (unless you specified a publishing date in the future).

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Chapter 4: Using Plinkit’s Advanced Features This chapter describes advanced features for managing versions of your site content and the position and appearance of portlets throughout your site. Using Collections to Group Related Information ..................................... 190 Using the Working Copy Feature ............................................................ 202 Managing Content Versions .................................................................... 204 Managing Portlets ................................................................................... 207

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Using Collections to Group Related Information A collection is a virtual group of content items that are related in some way but are not necessarily located in the same area of your Plinkit site. In other words, a collection is basically a custom, predefined search that can be initiated by clicking a link. When a collection icon is clicked, a search is launched and the results are listed in the main content area of the Plinkit window. From the user’s perspective, it seems like the related items are actually one grouped set of items appearing on a page, even though they may be stored in different areas of your site architecture.

Creating a New Collection 1. Use the contents tab to navigate to the location where you want your collection to be located. For this example, we are creating a collection that displays movie announcements. Because we want to display this collection under the News & Events heading in the navigation portlet, we navigated to the contents tab of the News & Events folder.

2. On the contents tab menu bar, select add new and then select collection.

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3. In the Title field of the Add Collection page, enter a name for your collection.

4. If desired, enter a brief description of what the collection will contain.

Tip: Entering a description is optional, but encouraged. The description appears in search results and in the hovering text box that appears when a user rests the mouse pointer over the collection’s title in the navigation portlet and elsewhere. 5. If desired, enter any text you want to be displayed above the collection’s content when the collection is viewed.

6. Fill out the remaining options at the bottom of the Add Collection page as desired. These options all affect the display of the contents “collected” by the search the collection will run each time it is clicked.

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For this example, we want to use the default display options, so we have not changed any of the remaining fields.

7. Click save. The view tab displays a confirmation that your collection was saved. You will also see a reminder to execute the next step: defining the criteria for your collection search.

8. Click the criteria tab.

9. From the Field name drop-down menu in the Add New Search Criteria area, select a category as your first search criteria and then click add criteria.

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In this example, we want to search for movies, which are stored as a particular Item Type (we will specify which item type to search for later).

Tip: To see what other categories are available for searching, click the down arrow and read through the list of menu options.

Note: After you click add criteria, a criteria table is displayed that lists the category you have chosen and possible values you can select within that category. You can make your selections now and save them, or you can add more criteria categories and then select all of your values at once. For our example, we will select another category before specifying our search values in each category. 10. If you want to add another search category, select another field in the next Add New Search Criteria box.

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In our example, we are only interested in events that are also movies, and we know that all of our movie event announcements have the word “Movie� in the Title. Therefore, we are adding Title as our second criteria category.

11. Repeat step 10 as necessary until you have added all the criteria categories you need for your search. In our example we are also adding the Event Type category.

12. After you have added all of your search categories, select the values that should be searched for in each category. We have selected the item type named Event, the title word Movie, and the Event Type Kids because we want to view all movie announcements for children.

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Tip: To select more than one value per category, hold down the Ctrl key (Windows) or the Command key (Macintosh) while making your selections.

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13. If you have selected more than one value in a category, select whether the search should return items that match any of the values you have specified (pick the or operator) or whether the search should return only items that match all of the values (pick the and operator). In our example, we have selected only one value in each category, so the operator has no effect. We will demonstrate the effect of the operators later. Note: The implied operator between the field categories is always and. In our example, for instance, the search will return items that meet the Item Type criteria and the Title criteria and the Event Type we have specified. 14. Click save. 15. To test your collection search, click the view tab. A list of all of the content items on your site that meet your criteria and are not expired is displayed in the main content area. In the case of our example, we see a list of three movies. This represents all items on our site—no matter where they are stored—that are events for kids that have the word Movie” in their titles.

To illustrate the effect of the operators, let’s alter the criteria for the Reel Fun collection we just created and compare the results. To start, we’ll select a second Event Type criterion, Adults, and set the keywords operator to and.

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After saving these changes, the collection search yields the following results:

The number of items returned has been reduced from five to two, because the search is now seeking only movie events that have been assigned both the event type “Adults” and the event type “Kids”. The after-school movie for kids does not show up in this set of results. Using Plinkit’s Advanced Features

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If we now changed the event type operator to or, we would get the following results after saving the change and clicking view:

The list of results has grown to four items because we are searching for movie events that have the event type “Kids” or the event type “Adults”. The list now shows the after-school movie that is intended primarily for kids, the literary movie night that is intended primarily for adults, and the family movie nights that are intended for adults and kids to share. Once you have adjusted your criteria to yield the results you want, you can save your collection. If you want public users to be able to view the collection, change the publishing state to published by clicking private in the menu bar and selecting publish. The next section explains some ways that you can work your collections into your site.

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Incorporating Collections into Your Site You can add collections to any folders in your site and link to them from any page. Let’s look at some ways you might use collections in your site. By default, newly created collections are displayed in the navigation portlet, under the folder in which they were created (unless that folder is excluded from navigation). In these cases, assuming the collection has been published, any user could click the collection title in the navigation portlet to view the search results list the collection creates. Let’s say that we want to feature a link to the Reel Fun collection on our main News & Events page. Here is how we would add it: 3. Click the news & events tab or the News & Events link in the navigation portlet. 4. Click the edit tab. 5. In the Body Text area of the page, add the text for the new link. In this example, we will simply add “or check out our movie schedule” to the end of the first sentence (see screen shot in step 7 below). 6. Highlight the portion of the text that will be the link. 7. Click the

(Insert internal link) button.

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8. In the Insert Link window, click Current folder in the left column and the click the Reel Fun collection in the middle column. Information about the collection is displayed in the right column.

9. Click ok. 10. Scroll down to the bottom of the Edit Page form and click save. After the page has been saved, it is automatically displayed in the view tab. 11. To test your new collection link, simply click the link.

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The results of the collection search are displayed in the main content window.

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Using the Working Copy Feature You may occasionally need to prepare a new version of a published page while the old version of the page is still visible to users. The Working Copy feature makes it possible to do this by “checking out” a copy of a published item that you can make changes to without affecting your live site. When you are done with your edits, you simply “check in” the working copy and it becomes the live published version. To make changes using a working copy: 1. Log in to Plinkit and navigate to the view tab of the published page you want to update. 2. On the menu bar, click actions and then select check out.

The page will reload and confirm the check out. A message box at the top will indicate that you are viewing a locked, checked out copy of the page.

Note: When you have an item checked out, nobody else can edit it until you have checked it back in. 3. Click the edit tab, make your edits, and click save. The page is saved and automatically switches to the view tab so that you can review your edits.

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4. On the menu bar of the view tab, click actions and then select check in.

5.

In the Check-in window, enter a brief description of your changes for future reference and then click check in.

The working copy will be checked in and it will automatically be republished, making it the live, public version of the page. Note: It is important that you promptly check back in any content item you check out. When an item is checked out, no other users can edit it, and only a user with Plinkit Administrator rights can break or cancel your check out.

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Managing Content Versions As you develop and maintain your Plinkit site, you may need to review previous versions of your site content and possibly “revert� to a previous version. You may also want to view a history of the changes that have been saved for a content item or to view a comparison of two versions of a content item in order to understand what has been changed. Plinkit includes versioning and history features which allow you to do all of these things. These tools can be particularly helpful if you work in a collaborative environment in which several people may edit content.

Viewing Version History To view a history of saved changes to a content item, and who made each change, simply click the history tab for the item.

By default the information on the history tab is sorted from the most recent to the oldest, but you can resort the contents by clicking on the appropriate column header.

Previewing and Reverting to a Previous Version Occasionally, you may want to revert to an older version of a content item. To do this, simply by click on the Revert to this revision link for the desired version in the actions column on the history tab. The information in the comment column and the other columns of the history tab can help you to determine which version you want to revert to. If you have a long

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history or do not have many comments in the table, can use the preview feature to help you decide which version you need. Here is an example procedure for previewing versions or a page and then selecting one to revert to: 1. Log in to Plinkit and navigate to the appropriate page. 2. Click the history tab. 3. When you have identified the version you think you want to revert to, click the (preview) link for that version in the revision column. A preview of the page will be added to the bottom of the history tab. Tip: If you cannot see the preview, click the (jump down) link that has replaced the (preview) link or scroll to the bottom of the page. 4. If you want to preview a different version, repeat steps 3 and 4. 5. When you have identified the version you want to restore (that is, the version you want to make the “current” version), click Revert to this revision in the actions column for that version. Note: After you have reverted to a previous version, that version will become the latest, “current” version. A note in the comments column will indicate that is actually a copy of a previous version.

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Comparing Content Versions You may occasionally need to compare two versions of a content item in order to determine what has changed between those two versions. The following links in the actions column of the history tab make it easy for you to do just that: 

Compare to previous revision: This link is available for all versions except the first (which has no previous revision).



Compare to the current revision: This link is available for all versions except the “current� one. This link makes it easy for you to visualize the differences between any previous version and the most recent version. For example, you could use it to see all the editing work that has happened since a given date.

The format of both types of comparisons is the same. After clicking one of these links, you will see color-coded version of the page. Use the legend at the top of the page to help you identify what content has been added, deleted, changed, etc. Here is a simple example of a comparison:

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Managing Portlets As we saw on page 8, the small boxed areas that appear in the left and right columns of most Plinkit pages are called portlets. Portlets allow you to display additional content outside of the main part of the page. Plinkit editors can use the Manage portlets links at the bottom of the portlet columns to control which portlets appear, in which order, and on which pages.

Note: The Mange portlets links are only visible to logged-in WebEditors.

The screen shot below highlights the portlet columns and the Manage portlets link for the right column.

Before you can effectively manage portlets, it is important to understand how portlets are propagated through Plinkit sites. Portlets can be added to folders, pages and specific user groups and they can be “inherited” through a site’s architecture. For example, if a portlet is added to a folder, that portlet will be “inherited” by the pages in that folder and appear on all of them by default unless inheritance is “blocked”. As an editor, you can block inheritance if you want to prevent a page from inheriting particular portlets from its parent folder. For example, the screen shot above shows a page with navigation, book quote, library catalog, and calendar portlets. If we click on the Manage portlets link (see the screen shot on the next page), however, we see that these portlets are not part of the page itself. Rather, they are coming from the site’s home page because we have not blocked the inheritance of portlets and portlet groupings from higher levels.

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Available Portlet Types Plinkit offers the following types of portlets, which editors can add to pages and folders:

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Navigation — Lists the various folders, pages, and other items contained in the Plinkit site. Clicking a folder expands the list to show the individual contents within the folder. Clicking a topic, item, or file name opens the object in the main content area. Clicking the title bar of the navigation portlet opens a site map in the main content area.



Calendar — Displays a calendar for the current month, with the current date outlined. Dates for which library event announcements exist are highlighted with a differently colored background and bold numbers. Holding the mouse pointer over a highlighted date displays basic event information. Clicking a date reveals more details about all scheduled events for that date.



Upcoming events — Displays a list of upcoming library events. Clicking any event in the list displays more detailed information about the event. This portlet is only displayed if future, published library event items exist in the site. When you first gain access to your library site, it may include a sample published library event, which you should remove or update.



Classic — Allows you to add a preconfigured portlet, such as the library catalog portlet, to a page.



Collection — Displays the contents of a Plinkit collection. For example, you might create a collection of summer reading information that you then want to display in a portlet.



Login — Presents the login fields (used by staff and editor users) in a portlet.



News — Displays links to the most current library news items. This portlet is only displayed if current, published news items exist in the site. When you first gain access to your library site, it may include a sample published news item, which you should remove or update.



RSS — Allows you to link to and display results from an RSS feed. For RSS portlets, you can specify how many results to show and how often they are refreshed.



Recent — Displays items recently added, published, or modified within your site.

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Review — Displays a list of content that has been submitted for review. This portlet is only visible when you are logged in.



Search — Displays a search box. By default, Plinkit sites already come with a search area for users.



Static text — Displays important content that does not change often. A good example of this is the location & hours portlet.

Adding Portlets The specific steps for adding and configuring portlets will vary a bit based on what type of portlet you choose to add. Below is an example procedure for adding a static text portlet. 1. Log in to Plinkit and navigate to the folder or page to which you want to add a static text portlet. 2. Click the Manage portlets link at the bottom of the right or left portlet column, depending on where you want the portlet to appear.

3. Click Add portlet to open the drop-down menu and select Static text portlet.

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4. In the Portlet header field of the Add static text portlet form, enter a title for your portlet. This title will appear in the portlet header.

5. In the Text area, add the text you want to appear in the body of the portlet and use the Kupu Editor editing tools to add basic formatting to it. 6. Click save.

7. To view your portlet, navigate to folder or page. The screen shot below shows the static text portlet we just added in this example, Important Information.

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Reordering and Removing Portlets When you are viewing the portlets available on any given page or folder, you will see to the right of each portlet header some small icons. You can use these icons to change the order of the portlets or to delete portlets. Specifically: 

To remove a portlet from a content item, click the red "X" associated with that portlet.



To change the order of portlets in a column, use the up and down arrows.

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Appendix A: Frequently Asked Questions This appendix provides answers to questions that are frequently asked about Plinkit. Why is the page I added to my site only showing up when I am logged in? Why can’t public users see it? You have probably forgotten to change the publishing state of your new page from private to published. To do this, log in to Plinkit, click private on the menu bar, and then select publish. Why isn’t my Director’s Message showing up in the news portlet anymore? I didn’t set an expiration date for it. The news portlet shows only the most recent news items, as determined by their publishing dates. Go to the Setting page of the edit tab for your Director’s Message and change your publishing date to today’s date. I am certain that I made specific selections before I saved my edits, but the view tab is not showing the behavior I expected. Why not? There can be many reasons for this, but one common reason for unexpected behavior of this sort is due to interference caused by the scrolling wheel on your mouse. When viewing form pages that include radio button choices (that is, a list of options from which you are to select only one option by clicking the appropriate circle) or drop-down menus, it is best to avoid using the scrolling wheel on your mouse. Using such “mousewheels” can change radio button or menu selections unexpectedly and result in undesired behavior. We recommend always using the on-screen scroll bars to navigate through your site when you are logged in as an editor user. Why I can’t find where to change the date and contact information for my event? 213


Some event information, such and the event start and end date(s) and times and the contact information, cannot be edited while the event is in a published state. To make corrections, you must first hide the event notification—but don’t forget to republish it after you have made your edits. I haven’t found the information I need. How can I get more help with Plinkit? Contact the Plinkit Administrator for your state or regional system. If you are not sure how to contact your Plinkit Administrator, visit http://www.plinkit.org/about.

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Appendix B: Documentation Specific to Your State or Regional System This appendix contains information that is specific to Plinkit sites in your state or regional system. This might include information about additional features, default content, or specialized user roles and permissions. This information has been provided by your Plinkit Administrator.

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Index About Us pages, modifying, 39 about us tab, 21 access rights. See permissions accessibility, 7 actions menu, 105 add new menu, 106 administrators. See Plinkit Administrators Advanced Search option, 8 alignment of images using Kupu, 168, 175, 177, 205 of text using Kupu, 135 anchors, adding (Kupu), 136 assumptions of this manual, 4 audience for this manual, 4 bolding, adding to your content using Kupu, 135 breadcrumb (you are here) trail, 7, 91 bulleted lists in Kupu, 135 calendar portlet, 62, 208 calendars library. See Library Calendar staff. See Staff Calendar Categorization page (of edit tab), 103 chapter contents, 5 checking files in and out, 202–3 children, resources for, 11–12 classic portlet, 208 collection portlet, 208 collections creating and configuring, 190–98 description of, 89 incorporating into your site, 199–201 columns adding and removing (Kupu), 143–48 Community Organizations, 74–78, 88 comparing content versions, 206 Contact Us page configuring e-mail forms on, 28 posting library location and hours on, 37 content item display option for folder, 127–32 content items

moving more than one at a time, 118–20 moving one at a time, 117–18 reordering, 121–22 saving, 111 types of collections, 89 Community Organizations, 88 events, 87 files, 88 folders, 86 images, 89 news items, 87 pages, 87 content, editing and formatting using Kupu, 133– 38 contents of this manual, 5 contents tab information displayed on, 98 moving multiple items from, 118–20 navigating your Plinkit site from, 90–91 reordering content from, 121–22 conventions used in this manual, 6 criteria tab, 97 cutting and pasting content items multiple items at once, 118–20 one item at a time, 117–18 Dates page (of edit tab), 103 dates, publishing and expiration, 126 Default page (of edit tab), 103 definition lists in Kupu, 135 deleting pages, 43–44 digital exhibits creating, 171–75 viewing, 176 Director's Message changing the publishing date of, 51–53 description of, 45 not showing up, 213 updating and publishing, 45–50

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display menu, 100, 106 display options description of, 94–95 factors affecting, 123 for digital exhibits, 176 setting, 127–32 thumbnail view, 171 edit tab, 101–3 Categorization button, 103 Dates button, 103 Default button, 103 Recurrence button, 103 Settings button, 103 editing pages, 39 editor user roles, 80–85, 96 editors. See Plinkit editors e-mail addresses, specifying, 28–29 e-mail button, 8 e-mail forms. See Web forms eshelf & research tab, 13–14 español tab, 15–16 events description of, 87 library events, 62–68 samples in default Plinkit site, 17 scheduling recurring, 69–72, 183–87 staff events, 178–87 Exclude from navigation option, 93, 125 exclusions from this manual, 4 expiration dates, changing, 126 external link button in Kupu, 135, 136 external links, 154–59 FAQs, 213–14 files description of, 88 uploading to Plinkit, 160–63 folders changing the default display of, 94–95, 127– 32 changing the publishing state of, 123 creating new, 113–16 description of, 86 formatting tools in Kupu, 133–38 forms. See Web forms frequently asked questions, 213–14 Google portlet, 14, 16 graphics. See also images for your library logo, 26 Hanning, Darci, 2 hide (menu option), 82, 124 hiding pages, 40–42 history of Plinkit, 2 history tab, 104, 204–6

Index

home tab, 9–10 hosting for Plinkit sites, 2 hours. See library information HTML code, viewing actual in Kupu, 136 HTML editor (Kupu), 133–38 image button in Kupu, 135 images adding to news items, 55 adding using Kupu, 167–70 aligning using Kupu, 168, 175, 177, 205 description of, 89 moving using Kupu, 168 resizing using Kupu, 169 updating on the Director's Message, 45 uploading to Plinkit, 164–66 indents in Kupu, 135 InformACTion, 2 insert anchors button (Kupu), 136 internal link button in Kupu, 135, 136 internal links, 150–53 introduction to Plinkit, 2–3 italics, adding to your content using Kupu, 135 kids & teens tab, 11–12 Kupu Editor, 133–38 landing page for folder, 127–32 Library Calendar adding events to, 62–68 description of, 19–20 Library Calendar folder, 87 library information posting in the location & hours portlet, 34–36 posting on the Contact Us page, 37–38 library logo, 7, 26–27 Library Services and Technology Act (LSTA), 2 Library Services page, 39 links creating external links, 154–59 creating internal links, 150–53 standard Plinkit links, 7 lists, formatting using Kupu, 135 LiveSearch, 8 location. See library information location & hours portlet, 34–36 logging in and out, 31 login credentials, 30, 80 login portlet, 208 Manage portlets link, 207 manual assumptions and exclusions, 4 contents, 5 conventions, 6 purpose and audience, 4 master (default) Plinkit site, 2–3

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menus actions menu, 105 add new menu, 106 display menu, 106 state menu, 106 Microsoft Word documents, 160–63 Miller, Eva, 2 mouse scrolling wheels, 213 movies, creating a search for, 190 moving content items multiple items at once, 118–20 one at a time, 117–18 Multnomah County (Oregon) Library, 2 navigation portlet, 8, 93, 121–22, 125, 208 excluding items from, 125 navigation tabs, 7 about us tab, 21 eshelf & research, 13–14 español tab, 15–16 home tab, 9–10 kids & teens tab, 11–12 news & events tab, 17–18 staff tab, 22–24 News & Events folder, 87 news & events tab, 17–18 news items changing dates when they are active, 60–61 creating, 55–59 description of, 54, 87 Director's Message, 45 samples in default Plinkit site, 17 news portlet, 54, 208 notes in this manual, 6 numbered lists in Kupu, 135 Oregon examples, 4 Oregon State Library, 2 organizations. See Community Organizations page elements breadcrumb (you are here) trail, 7 e-mail button, 8 library logo area, 7 main content area, 8 navigation tabs, 7 portlets, 8 print button, 8 search features, 8 standard links, 7 pages changing the publishing state of, 123 creating new, 108–12 deleting, 43–44 description of, 87 editing and formatting, 39

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editing and formatting using Kupu, 133–38 hiding, 40–42 paragraphs, justifying using Kupu, 135 Partnership Agreement, 26 passwords, 30 PDF documents, 160–63 permissions, 80–85 photo albums. See digital exhibits Plinkit common page elements in, 7–8 content types, 86–89 default (master) Plinkit site, 2–3 history of, 2 introduction to, 2–3 logging in to and out of, 31–33 navigating, 90–95 Partnership Agreement, 26 searching, 8 Plinkit Administrators, 2 Plinkit Collaborative, 2 Plinkit editors, 2, 4, See also editor user roles portlets calendar portlet, 62, 208 classic portlet, 208 collection portlet, 208 location & hours portlet, 34–36 login portlet, 208 managing, 207–11 navigation portlet, 8, 93, 121–22, 125, 208 news portlet, 54, 208 quotation portlet, 8 recent changes portlet, 22 recent portlet, 208 review portlet, 209 RSS portlet, 208 search portlet, 209 static text portlet, 209 types of, 208–9 upcoming events portlet, 62, 87, 208 prerequisites for creating Web sites with Plinkit, 2, 26 previewing content, 100 print button, 8 private state, 81 Public Library Interface Kit. See Plinkit public user role, 80–85 publish (menu option), 82, 124 publish to staff (menu option), 82 published state, 81 publishing dates, changing, 126 publishing states changing, 40–42, 123 overview, 80–85

Index


purpose of this manual, 4 quotation portlet, 8 radio button options, 213 random quotations. See quotation portlet recent changes portlet, 22 recent portlet, 208 Recurrence page (of edit tab), 103 related content, linking to, 103, 154–56 related items. See related content research, resources for, 13–14 reverting to previous content versions, 204 review portlet, 209 revisions. See versions of content rows adding and removing (Kupu), 143–48 RSS feed button, 8 RSS portlet, 208 saving content items, 111 screen shots conventions used in, 6 in this manual, 4 search features, 8 search portlet, 209 Settings page (of edit tab), 103 changing active dates on, 126 excluding items from navigation, 125 site map, 7 Spanish-language resources, 15–16 Staff Area, 22–24, 85, 178 Staff Calendar adding single events to, 178–83 description of, 22 staff tab, 22–24 staff user roles, 80–85 StaffEditor user role, 80 StaffReader user role, 80 standard view display option, 127–32 state menu, 106 state or regional system library Partnership Agreement, 26 static text portlet, 209 storage structure, 90–95 styles, applying using Kupu, 136

Index

summary view display option, 130 support, getting, 213 Supporting Your Library page, 39 system requirements, 2 tables adding and removing rows and columns (Kupu), 143–48 adding using Kupu, 136, 139–43 deleting (Kupu), 149 tabs for editors only, 96–103 navigation. See navigation tabs tabular view display option, 127, 131 text alignment using Kupu, 135 thumbnail view display option for folders, 127, 131–32 in digital exhibits, 171 tips in this manual, 6 tooltips, 134 upcoming events portlet, 62, 87, 208 uploads files, 160–63 images, 164–66 URL. See Web site address user roles, 80–85 version management, 204–6 versions of content comparing, 206 previewing and reverting to previous, 204 viewing, 204 view tab, 100 Web forms, configuring, 28–29 Web site address, 30 WebEditor user role, 80 Who We Are page, 21, 39, 127 workflow states. See publishing states Working Copy feature, 202–3 WYSIWYG HTML editor (Kupu), 133–38 you are here trail. See breadcrumb (you are here) trail young adults, resources for, 11–12 Your Library Card page, 39

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Plinkit 2.0 User's Manual  

Everything you need to know to use Plinkit 2.0!

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