Omeka.net User Guide for Librarians
Transcription
Omeka.net User Guide for Librarians
Omeka.net User Guide for Librarians Creative Commons - BY -- 2014 Table of Contents Introduction Use Case: Librarians Step-by-Step Sign Up and Choose a Plan Manage Themes Manage Plugins Dublin Core Extended Add Items CSV Import OAI-PMH Harvester PDF Embed and Docs Viewer Geolocation Exhibit Builder 3 OAI-PMH Repository Manage Appearance Settings Change Site Navigation Manage Users Google Analytics 1 1 1 2 4 7 7 9 13 17 18 20 23 32 33 34 36 38 Introduction Use Case: Librarians Complement your online catalog or highlight special collections with a digital archive and exhibit. See what others have built Harding University Brackett Library Digital Archives: http://brackettarchives.omeka.net/ Fire Files Digital Library, http://fire.omeka.net/ Presidential Visits to Charlotte, University of North Carolina-Charlotte Library, http://thepresidentcomestotown.omeka.net/ Robert & Monnoyer: French Botanical Artists of the 17th Century from Dumbarton Oaks: http://robertandmonnoyer.omeka.net/ Steps for creating a site: Sign up for an account. Choose a domain name that reflects the topic of your special collections, or the library. Choose a plan that suits your needs, by reviewing available plugins, storage options, and number of sites. Or try a basic free plan initially and upgrade later. Gather the sources and accompanying metadata for items you wish to share. Choose and configure a design theme. Add an organizational logo or header image, and think about ways to customize the navigation or display of Dublin Core fields (all can be edited later) for item record pages. Install plugins that you will be using for this site, such as COiNS to make records readable by bibliographic software like Zotero or Dublin Core Extended to add the full complement of DCMI fields. Upload item records, including accompanying files to begin building the website’s browseable archive or import from a spreadsheet or another CMS using the CSV Import or OAI-PMH Harvester plugin. Display files in a document reader using the DocsViewer plugin. As you add items, map your collections if you are using the Geolocation plugin, so site users may browse them on a map. Create web exhibits with the uploaded sources using the Exhibit Builder. Make your digital archive available as an OAI-PMH data set by installing the OAI-PMH Repository plugin. Collaborate with colleagues on building and managing the website by inviting them to become administrative users. Add a simple page to describe your site or your organization. Track web visitors using Google Analytics plugin. 1 Step-by-Step Sign Up and Choose a Plan Signing up for an account is as easy as clicking the Sign Up button and completing the available form. 1. Choose a Plan: Omeka.net offers 5 different plans to choose from. Please note that you must sign up for a free account to be a user/collaborator on any Omeka.net website. Basic (Free): Storage: 500 MB Sites: 1 Plugins: 12: COinS, CSV Import, DocsViewer, Exhibit Builder, Hide Elements, Library of Congress Suggest, OAI-PMH Harvester, PDF Embed, Reports, SharedShelfLink, Simple Pages, Social Bookmarking Themes: 4: Berlin, Minimalist, Season, Rhythm Plus ($49/year): Storage: 1 GB Sites: 2 Plugins: 18: COinS, CSV Import, DocsViewer, Exhibit Builder, Google Analytics, Hide Elements, Item Order, Library of Congress Suggest, OAI-PMH Harvester, Omeka API Import, PDF Embed, PDF Text, Reports, SharedShelfLink, Simple Contact Form, Simple Pages, Simple Vocab, Social Bookmarking Themes: unlimited (Berlin, Minimalist, Season, Rhythm, Emiglio, Thanks Roy, Santa Fe) Silver ($99/year): Storage: 2 GB Sites: 5 Plugins: 24: COinS, Carousel Short Codes, Contribution, CSS Editor, CSV Import, DocsViewer, Exhibit Builder, Geolocation, Google Analytics, Hide Elements, HTML5 Media, Item Order, Library of Congress Suggest, OAI-PMH Harvester, Omeka API Import, PDF Embed, PDF Text, Reports, SharedShelfLink, Simple Contact Form, Simple Pages, Simple Vocab, Social Bookmarkings Themes: unlimited (Berlin, Minimalist, Season, Rhythm, Emiglio, Thanks Roy, Santa Fe) Gold ($299/year): 2 Storage: 5 GB Sites: 10 Plugins: unlimited plugins–all plugins currently available for Omeka.net plus additional plugins added in the future. Themes: unlimited (Berlin, Minimalist, Season, Rhythm, Emiglio, Thanks Roy, Santa Fe) Platinum ($999/year): Storage: 25 GB Sites: Unlimited Plugins: Unlimited (all currently available for Omeka.net plus additional plugins added in the future) Themes: unlimited (Berlin, Minimalist, Season, Rhythm, Emiglio, Thanks Roy, Santa Fe) 2. Create an Account To sign up for an account, choose a plan (everyone may sign up for one free plan) and fill in the form. Choose a username and password (more than 6 characters), and fill in your name and email address. You must also agree to the Omeka.net terms of service Please write down your username and password. Click the Sign Up button. 3. Activate Your Account and Payment After clicking the Sign Up button, you will receive a confirmation email, sent to the address you provide in the sign up form, with a link that you must click to activate your Omeka.net account. *Only click the link once. If you click the link more than once from the activation email, you will be told “No activation exists for the given key.” If that happens, please go to the login page and try your username and password. Follow the link to activate your account and you will be directed to a page that confirms the price of the plan you designated in the sign up form. To purchase that plan, click the link to Google Checkout. All transactions are handled through Google Checkout. All sales are final. Plan prices are for one year cycles. There are no partial-year prices or pro-rated fees when upgrading. To ensure that there are no gaps in your service, choose the auto-renew option in Google Checkout for all paid plans. If you change your mind about plans, do not proceed to Google Checkout. There are no refunds. Simply go to My Account to upgrade to a different plan. Or, keep the free basic plan. You may also upgrade a plan at any time, but there is no pro-rating. Processing from Google Checkout may take 30 minutes or longer. 4. Logging into your Omeka.net Site 3 Once an account is created, you may access your Omeka.net account and website(s) from any web browser. Login with the username and password you created from http://omeka.net. Or, navigate directly your new website (http://yourwebsite.omeka.net/admin). Using your Omeka.net Site See the Managing Websites and Account section of Help. Manage Themes Note: Themes downloaded from Omeka.org will not work on Omeka.net Themes control the public design and presentation of a website, including the main navigation. Manage your themes by clicking on the Appearance tab in the top navigation of the admin dashboard. The first tab to load within Appearance will be the Themes tab (admin/themes/browse). Watch this screencast to see how to modify the appearance of your site: Choosing a theme: If you want to change the design theme from the default choice, click the green Use This Theme button below the theme’s thumbnail image in the theme browse page. Configuring a theme: Configurations let you make choices about the look of your site, including adding a logo and homepage text, managing featured elements, and adding footer text. Each configuration is unique to each theme and will be saved with that theme. Click the blue Configure Theme button under the image of your current theme to customize your site. The following choices are available in admin/themes: Choose a logo file. You may upload a logo file that will replace the site title in the header of the theme. Recommended maximum width for the logo is 500px. Choose a header image: Upload an image file that will display across the top of your public website. Footer Text: Add some text to be displayed in your theme’s footer. This can be a good place to add credits. Display Copyright in Footer: Check this box if you wish to display your site’s copyright information in the footer. Site copyright information is found in the General Settings section. Use advanced site-wide search: check this box to allow users to search your whole site by record using advanced search options. Display Featured Item: Check this box if you wish to show a featured item on the homepage. Display Featured Collection: Check this box if you wish to show a link featuring a collection on the 4 homepage. Display Featured Exhibit: Check this box if you wish to show a link featuring an exhibit on the homepage. ?Homepage Recent Items: Choose the number of recent items to be displayed on the homepage. These appear in the order in which they were mostly recently added to the archive. Homepage Text: Add some text to be displayed on your homepage above the Featured Items. This is a good place to add a very short tagline or description of your site. Save longer explanations for an About page. Save Changes at any time to save these customizations. 5 6 Manage Plugins Note: Plugins downloaded from Omeka.org will not work on Omeka.net Plugins are tools to extend the basic functionality of Omeka. Each Omeka.net site comes with plugins to allow you to create basic web pages, build digital exhibits, add links for web visitors to connect with their social networking sites, and to make your data readable by bibliographic web tools. You can manage the plugins for your site from the Plugins tab on the top navigation of the admindashboard. Plugins will be listed alphabetically. Each plugin listed will have links to perform various actions: Install: Runs the installer for the plugin and activates the plugin. Uninstall: Runs the uninstaller for the plugin and deletes any information in your installation related to the plugin. ?Activate: Activates plugin after it has been manually deactivated. All plugins will be activated once present in the Omeka/plugins directory on the server. Deactivate: Action merely “unplugs” the plugin but does not delete any data collected while plugin was active. Configure: Takes you to a page for customizing the plugin’s unique settings. In some cases, uninstalling plugins can delete data associated with the plugin from your database. Check the plugin’s documentation before uninstalling if you’re unsure. Required Plugins Some plugins are designed to provide basic functionality used by other plugins. Such plugins must be installed and active for other plugins that depend on them to work. 7 Dublin Core Extended This plugin is available for accounts with Gold or Platinum Plans. The Dublin Core Extended plugin adds the full set of Dublin Core properties to the existing Dublin Core element set, including element refinements and supplemental elements. See the Dublin Core website, under “Properties in the /terms/ namespace.” Elements Added to the Dublin Core Element Set The full set of DC elements are added to item metadata below the initial 20 fields available without this plugin. To reorder the elements in this extended Dublin Core set, see Managing Element Sets. Abstract Access Rights Accrual Method Accrual Periodicity Accrual Policy Alternative Title Audience Date Available Bibliographic Citation Conforms To Date Created Date Accepted Date Copyrighted Date Submitted Audience Education Level Extent Has Format Has Part Has Version Instructional Method Is Format Of Is Part Of Is Referenced By Is Replaced By Is Required By Date Issued Is Version OfManaging Element Sets License 8 Mediator Medium Date Modified Provenance References Replaces Requires Rights Holder Spatial Coverage Table Of Contents Temporal Coverage Date Valid Uninstalling Plugin After installing, if you wish to deactivate the plugin so that the extended DC fields are not visible in the items, you must also click the “uninstall” button in the admin/plugins page to get rid of those additional fields. Remember, you will also lose any data from those fields. The dc-rdf Output Format The plugin also introduces the dc-rdf output format for expressing Dublin Core metadata using the Resource Description Framework. Omeka.net already comes with the dcmes-xml output format, which dc-rdf supersedes. To view this output, simply add “?output=dc-rdf” to the end of the URL on the items browse and show pages. Add Items Items are building blocks in Omeka. To build your digital collections website, you must first add items. Before Adding Items You may want to consult the Site Planning Tips page to think about how to build your site and what you want to do with your items. An Item contains metadata, or descriptive data about that specific things, based on the Dublin Core Metadata Initiative. Items can belong to a collection, be tagged with many keywords, and used in multiple exhibits. For more information on working with Dublin Core, see the relevant documentation at Omeka.org. 9 Watch this screencast for an overview of adding and managing items. Add an Item 1. From your items page (mysite.omeka.net/admin/items) click the “Add an Item” button. 2. This takes you to the admin/items/add page where you see a navigation bar across the top pointing you to different stages of adding an item. At any time, you may check the “Public” and/or “Featured” boxes to the right of the item form. You may also change this status from the /admin/items page without needing to re-open the individual item. 3. The first tab shows the Dublin Core fields. These are available for every item in the archive. Each field can have multiple values; Simply click the “Add Input” button beside each field title to add a new input for that field. 4. The Item Type Metadata tab lets you choose a specific item type for the object you are adding. Once you choose the type by using the drop-down menu, relevant metadata fields appear for you to complete. (See Managing Item Types) for information about adding/editing item types.) 5. The Files tab lets you upload files to an item. Clicking the “Add Another File” link will reveal another field for adding a file. You can associate any number of files to an item. Read more about Managing Files. 6. The Tags tab allows you add keyword tags to your item. 7. Assign items to a collection: To the right of the page, under the “Add Item” button is a drop-down menu where you can assign your item to a collection. Remember, items can only belong to one collection. 8. Be sure to click the “Add Item” button to save your data. 10 Adding HTML elements to Items Each metadata field’s text may be enhanced using basic HMTL tags. Check the HTML box below the text box to enable a visual HTML editor. For more instructions, see: Using HTML Editor-TinyMCE Properties of Items Items: Each item contains Dublin Core and Item Type metadata; an item can belong to only one collection at a time and have an infinite number of tags. Items may contain many or no files. Collections: May be comprised of different items. Items may only belong to one collection a time. Tags: Tags can be added to any item, and an item may contain an infinite number of tags. Edit an Item 1. Access the Items from the tab in the left navigation bar on the Dashboard. This brings you to the Items Browse page (/admin/items). Items are displayed with limited metadata, including the Title, Creator, Item Type, and Date Created. To see additional metadata associated with that item, use the Details link under the item’s title. You may also use the blue Show Details tab, which will display details for every item on the page. 2. Find the item you want to edit from the list of items or by searching. To edit only one item, use the Edit link beneath the title of the item. This opens an expanded edit page where you may make your edits. Make sure you click the “Save Changes” button so you don’t lose your changes. Delete an Item 11 To delete one item, you may delete that item by clicking the Delete link found below the title on the admin/items page. You will be asked to confirm this action. You may also delete an item by editing the item, and clicking the “Delete” button, found to the right of the page under the link to View Public Page. Batch Editing & Deleting Click Items tab from the Dashboard or admin screen. Find items that you wish to edit or delete in a batch by browsing, sorting, or searching. Use the check boxes to the left of an item’s title to select it for batch editing, or select the box to the left of the Title heading to select all items available on that page. Once items are checked, click the the Edit button; the items will open in an editing page where you may make changes. You may make the following changes for each batch of selected items: make public or private, feature or not featured, change Item Type, switch or associate selected items with a collection, add tags to all selected items, delete Items Check the list of items to be edited or deleted in the box to the right. Un-check box to the left of items 12 if you marked one by mistake. Click Save Changes to edit all of the selected items. Browse Items (in Admin) Clicking on the Items tab from the Dashboard or /admin page takes you to a list of items listed by default in order of most-recently-added. There are many ways to browse, sort, and search your items. To sort the browsing results click on a heading for the columns including: Title, Creator, Item Type, or Date Added. To sort by public, private, or featured items, click the Quick Filter link at the top of the list. Items that are not public say (Private) next to the title, Items that are featured have a star inside the item’s title To view additional information about listed items, click the Show Details button to display the collection, any tags, a description excerpt, and whether item is private or featured. Also, available are quick links for editing or deleting the item. To search through the items, click the Search Items button which takes you to an advanced search page for searching all items, only. Output Formats Once you have items in your site, item data may be shared in a variety of Output_Formats. CSV Import 13 This plugin is available for all plans. The CSV Import plugin allows users to import items from a simple CSV (comma-separated values) file, and then map the CSV column data to multiple elements, files, and/or tags. Each row in the file represents metadata for a single item. When using this plugin, if you plan to map to specific Item Type metadata fields, then you may only import one item type (document, still image, sound, et al) at a time. You may perform multiple imports. The plugin has the following features: File importing: If you specify permanent file URLs in a column, the importer will download and attach a file to each created item. Tag imports: You may include tags in your CSV file and those words will be imported as tags. Undo Imports: The Undo option lets you delete all the files added in an import. Set custom delimiters: you now have the option to set separate delimiters for columns, files, tags, and elements. Watch this screencast to see CSV Import in action: Preparing for CSV Import The best option is usually to use spreadsheet software like Microsoft Excel, Apple Numbers, or OpenOffice.org Calc to create and organize your data. All of these programs can export a spreadsheet into CSV format, and will handle all the necessary escaping and quoting for you. However, if you’re creating or editing your data by hand, there are a few things to keep in mind: You will need to normalize your data before importing. Check to be sure that the first row of your CSV file contains column names, and that every row has the same number of columns. Check to see if any of the text contains commas, and if it does surround that segment with double-quotes. Many spreadsheet programs will do this for you automatically. If you are using a spreadsheet program, check the CSV that is exported by opening it in a plain text editor to see if the double-quotes are being added automatically. You can specify a unique delimiter for columns, files, tags, and elements. Once you do, be sure to be consistent in formatting. Remember, every row represents one item, and all items in the file must be the same item type. Look over the Dublin Core and Item Type metadata to be sure you can easily map the fields in your CSV file to the Omeka installation. Make any modifications in fields or types as necessary. (See Manage Item Types) It is possible to import files housed in a digital repository by adding the URL to that specific file in a 14 column representing a file. You may import more than one file per item, by comma separating the urls within a cell. You must use a permanent link for this step. Importing A quick note about CSV formats and importing: The column delimiter is the basic building block of the CSV file, and it is a comma by default. Each of the remaining delimiter inputs simply accepts a character that’s used to separate multiple values within one “cell” of the CSV. If you are placing multiple values in single cells, the character you’re using to separate those values is the delimiter. The plugin allows you to specify different delimiters for cells that contain tags, links to files, or normal element data. To import, go to the CSV Import tab in the left navigation bar in the admin Dashboard. Select a CSV file from your computer and select the appropriate import settings. You may choose an item type for each of your items to be designated, and you may place your items in a collection using the pull-down menus. At this time you may also make your items public or featured if you wish. You must tell the plugin how to deal with your data. If your CSV file does not use a comma to separate your columns, indicate which character you did use. Note: You may not use a tab or an empty space. The plugin assumes you have used commas to separate tags within individual cells in your CSV file. If you have used a different character, you must indicate that in the Choose Tag Delimiter field. Note: You may not use a tab or an empty space. The plugin also assumes that you have used commas to separate multiple URLs within a cell (if you are importing items from an outside repository, for example). If you have used a different character, indicate that in the Choose File Delimiter field. Note: You may not use a tab or an empty space. The plugin assumes that each metadata field has only one element in it. If any of your metadata fields has more than one element (if your item has more than one creator, for example), please tell the plugin what character you used to separate the elements. If you have more than one element in a a field but leave this blank, the plugin will treat the entire text block as one element. Note: You may not use a tab or an empty space. Note: If you are importing a CSV file that was exported by Omeka, you may simply select “Use an export from Omeka CSV Report” and your metadata will be directed to the proper fields for you. 15 Click the Next button. On the next screen, you will see a table which includes each of the Dublin Core fields in Omeka, the text from your CSV file that is designated for that field, and a pull-down menu to allow you to map your columns to the appropriate field. Make sure you select an element for each of the fields that is populated. Click the Import CSV File button. You may check on the progress of your import using the Status tab. Undo an Import Click on the CSV Import administrative tab. Click the Status tab. Click the Undo link for the Import you want to undo. This will delete all items for this import. 16 If your import hangs without completing for an extended period but the link to undo the import does not appear, you can enter the link directly into your browser address bar according to the following example: http://yoursite.omeka.net/admin/csv-import/index/undo-import/id/[IMPORT ID] For example, if this was your 3rd CSV import, you would use http://yoursite.omeka.net/admin/csv-import/index/undo-import/id/3. You can hover over the links for previous or subsequent imports to deduce the Import ID. OAI-PMH Harvester This plugin is available for all plans. The OAI-PMH Harvester plugin imports records from OAI-PMH data providers. Some online repositories expose their metadata through the Open Archives Initiative Protocol for Metadata Harvesting (OAI-PMH). This plugin makes it possible to harvest that metadata, mapping it to your Omeka.net site. The plugin can be used for one-time data transfers or to keep up-to-date with changes to an online repository. Currently the plugin is able to import Dublin Core, CDWA Lite metadata, and METS. Dublin Core is an internationally recognized standard for describing any resource. Every OAI-PMH data provider should implement this standard. CDWA Lite is a standard for describing works of art and material culture. Very few repositories expose CDWA Lite, but the standard is getting more and more popular. METS is developed as an initiative of the Digital Library Federation and maintained in the Network Development and MARC Standards Office of the Library of Congress. Performing a harvest 1. Once you have installed the plugin, select the OAI-PMH Harvester tab in the left-hand navigation bar. 2. Enter an OAI-PMH base URL in the field and click “View Sets.” Note: Not all repository utilize METS. However, if you are accessing a repository utilizing a METS metadata library, you will be given the choice to harvest either oai-dc or mets. Select the type of data you will harvest from the 17 dropdown menu. To harvest the entire repository, select Go. 3. To harvest single sets within a repository, select the type of data you are harvesting from an individual set, METS or OAI-DC (if the choice exists) and select the Go link associated with that set. 4. The harvest process runs in the background and may take a while 5. Go to the harvest’s “Status” page to check the progress Re-harvesting and updating The harvester includes the ability to make multiple successive harvests from a single repository, keeping in sync with changes to that repository. After a repository or set has been successfully harvested, a “Re-harvest” button will be added to its entry on the Admin OAI-PMH Harvester page. Clicking this button will harvest from that repository again using all the same settings, adding new items and updating previously-harvested items as necessary. Manually specifying the exact same harvest to be run again (same base URL, set, and metadata prefix) will result in the same behavior. Duplicate items Duplicate items (multiple items corresponding to the same repository record) may be created if an item in a repository is a member of several OAI-PMH sets. This will also occur if a repository is harvested using more than one metadata prefix. In this case, the duplicate items are independent, and changes to one will not propagate to the others. However, the duplicate items, if any, can be accessed from the admin item show page. If an item has duplicates, they will be shown in an infobox on the right-hand side of the page titled “Duplicate Harvested Items.” 18 PDF Embed and Docs Viewer These plugins are available on all plans. We encourage users currently using the Docs Viewer pluging to use the new PDF Embed. The service Google provides for the Docs Viewer has become less reliable, and the viewer often fails to display documents. PDF Embed should always display embedded PDFs. Note: any non-PDF documents previously being displayed by the Docs Viewer (eg, Microsoft Word documents), will need to be converted to PDFs for PDF Embed to display them. PDF Embed PDF Embed renders PDFs directly on the page, allowing users to read the document without needing to click on the file links. Installing the plugin displays the viewer on any page that contains a PDF. There are two configuration settings for the plugin. The first is the height, which will determine how tall the viewer for the PDF will be on your page. The second allows you to choose how the PDFs are rendered on the page: “Object” uses the browser’s native PDF viewer or plugins like Adobe Reader. “PDF.js” uses a cross-browser JavaScript-based PDF viewer. Object will work for most users, however Internet Explorer does not have a built-in PDF viewer. JavaScript will require newer technology on the user’s end, but may provide more coverage of those users. Docs Viewer 19 Docs Viewer embeds a Google document viewer into item show pages; among the supported file types are PDF documents, PowerPoint presentations, TIFF files, and some Microsoft Word documents. Please keep in mind that some files may take a long time to load, and some may not load at all, depending on file size, connection speed, and other variables. By using this service you acknowledge that you have read and agreed to the Google Docs Viewer Terms of Service. Configure Docs Viewer The configuration page gives you options for where you’d like the Docs Viewer plugin to appear: on either or both the Admin or the public views of your site. Under Admin Theme and Public Theme, select whether to embed the view in your item show pages and adjust the width and height of your viewer (in pixels). Save Changes to finish the configuration process. Geolocation This plugin is available for accounts with Silver, Gold, and Platinum plans. 20 The Geolocation plugin allows you to pin items in your database to a Google map. Items are geolocated individually with related metadata and collectively on a central map. Configuring Once you have downloaded the Geolocation plugin, select Plugins in the top navigation of your admin. Activate your plugin and select Configure. Using the configure page, select: number of locations to show on the map at one time. default latitude, longitude, and zoom level. width and height of map displayed on individual item pages. whether to use metric distances when searching items on the map. whether to make a link available to the Map on the Items/Browse page. whether to add a map to the Contribution submission form, so that contributors can select a location that relates to their submission. After configuring, don’t forget to save your changes. Getting Started After you have activated and configured the Geolocation plugin, it is time to geolocate some items. When adding or editing an item (admin/item/edit and admin/item/add pages), you will find a new Map tab. When adding metadata for an item, click on the Map tab to add a location. 21 Enter the address of the item you wish to geolocate. A marker automatically maps the selected address. OR, click directly on the map to place the item you wish to geolocate. A marker automatically maps the selected site. To change the location of an item, type in the new address. You’ll be asked if you are sure you would like to change the item location. Select OK or Cancel. Don’t forget to save your changes. Viewing Items on the Public Map Visitors to your Omeka.net site may use a map to browse through all of your geolocated items. When configuring the plugin, if you selected “Add Link to Map on Items/Browse Navigation,” a “Browse Map” link will be added automatically to the secondary navigation on the items/browse page. From this view, visitors may browse all mapped items, browse by tag, search for items, and browse the map. They may also locate a mapped item by clicking on the items listed in the right column of the map. 22 Browse and Search Items on Admin Map A Map tab appears in the left navigation bar located on the left side of the Dashboard. Clicking on the Map tab takes you to a map that displays all items geolocated in your Omeka.net site–public and not public. From this view, you may also search mapped items using the item advanced search. Search results appear directly on the map. Exhibit Builder 3 This plugin is available for all accounts. The Exhibit Builder plugin allows you to develop online exhibits, or special web pages, that combine items from your Omeka archive and may include narrative text. Exhibits are composed of pages, generally an initial page that introduces your exhibit and subsequent pages composed of the items from your Omeka database that you wish to highlight and/or relate to each other. Exhibit Builder exhibits may be as short as one page or consist of multiple pages. You can make the pages of an exhibit hierarchical. The layout of exhibits in Exhibit Builder 3.0 is highly customizable, with the pages composed of smaller units called blocks. There are three content block types which come with Exhibit Builder 3.0: file with text, gallery, and text block. Plugins, Geolocation for example, can also add in content blocks. Configuring Select Plugins in the top navigation of your admin. If you have not yet activated Exhibit Builder, you need to do so before configuring. Select Configure to choose the sequence in which your exhibits appear. Exhibits may be ordered by date added, alphabetically by name, or most recent. Choose the order of your Browse Page Exhibit display from the dropdown menu. Don’t forget to save your changes. 23 Getting Started Once you have activated and configured the Exhibit Builder plugin, Exhibits should appear in the left navigation bar. Clicking on it will take you to the Browse Exhibits page (admin/exhibits in your installation). To create an exhibit, go to the Exhibits tab and click the green button labeled “Add an Exhibit”. This will take you to a new page where you can enter the following metadata: Title: the name of your exhibit, which will be displayed to users. Slug: the abbreviated exhibit name which appears in the url, for example http://yoursite.omeka.net/exhibits/show/slug. Credits: acknowledgements which will be visible to the public. Description: an introduction or overview for the exhibit. Tags: keywords or themes that give users another option for finding exhibits. Once you have entered the data, click Save Changes to create your exhibit. Theme By default, your exhibits will display using the same theme as the rest of the site, or you may choose a different theme for each exhibit. To do so, select a theme from the drop-down, which will default display “Current Public Theme.” 24 After selecting a specific theme for exhibit, you can configure that theme by adding a logo, header image, footer text, and copyright information which displays only for that exhibit. Note that if you change the theme, you must click Save Changes before you configure the theme. So if you have been using Berlin and you want to change to the Winter version of Seasons, you will have to click Save Changes after switching from Berlin to Seasons in the Theme dropdown before you can configure the Seasons theme. Pages Once you have created an exhibit you can add pages to it by clicking the Add Page button at the bottom of the Exhibit Metadata page. Once on the Add Page screen, add the following: Page Title: visible to users, used for navigating through the exhibit. Page Slug: an abbreviated exhibit name that appears in the url, for example http://youromekasite/exhibits/show/exhibit_slug/page_slug To save the page information and continue editing that page, click the Save Changes button. To save the basic information for that page and add another page, click the Save and Add Another Page button. Organizing Pages An exhibit on Omeka.net can have multiple pages. You can reorder these pages by dragging and dropping, and you can use drag and drop to set up an exhibit page hierarchy. Note that these hierarchies cannot be more than three levels deep. You can also delete pages from the Exhibit Metadata page through a two-step process. First, click the large black X on the display bar of the page you wish to delete. Once you click the X, the bar will turn red (see the bar for the page Edward in the image below). Clicking the arrow will undo the delete action. To confirm 25 deleting a page, you must click the Save Changes button. Once pages have been deleted, they cannot be restored. Content Layouts from earlier versions applied to an entire page, but in Exhibit Builder 3.0 pages combine smaller content units called “blocks.” There are four kinds of blocks: item(s) with text, an item gallery, text only, or a geolocation map (if you have installed the Geolocation plugin). Each page can have one or more content blocks. The File with Text block allows you to pair full size or thumbnail files of your items with a block of text. The item files will all be the same size. Text will appear either to the right or left of the item(s). You can use a single item file paired with text, or have multiple item files to the right or left of a block of text. The Gallery block creates a gallery of item files, generally large square thumbnails. You can add text to the gallery, which will display left or right of the gallery. In a gallery block, you can specify a showcase file, which will appear full size either to the right or left of the text. The other gallery images can be placed below the showcase image or beside it, over the text. The Text Block allows you to create a section of text which spans the width of the entire page. 26 To add a content block, select the layout you want in the New Block dialog box. Once you have selected the kind you want, click the “Add new content block” button. You will have a new block on the page to configure your content. Adding Items If you have selected any block other than Text, choose an item by clicking the large plus sign button appearing in the Items area. An Items Browse dialog box pops up showing all of your items. You can search in the items or browse. To select an item, click on its bar. The right end of the bar will highlight a dark brown “Select Item” button. Click Select Item to find options for creating a caption for the item. If you have more than one file uploaded for an item, you will be able to select which you want to use by clicking on it. When you have finished, click the green “Apply” button in the bottom right-hand corner to add the item. Once you have added an item, you can change the caption or selected file by clicking the edit button which sits across the bottom of the item icon. To delete items, click the x in the upper right hand corner of the item icon; this will gray out the icon, indicating that it will be deleted the next time you save changes. If you decide not to delete the item, you can click the arrow which replaced the x, but you must do so before you save your changes. 27 Exhibit text can be formatted, either using the formatting toolbar at the top of the text entry box or with html. To write your own html, or paste from somewhere else, click the blue HTML button in the formatting toolbar at the top of the text entry box. This will open up an HTML Source Editor window in which you can work. Layout Options Both the File with Text and Gallery blocks include layout options to change the look of the exhibit page. To access these options, click the black triangle button to the right of the Layout Options text at the bottom of the block. This will reveal dropdown menus with options for changing the layout. File with Text layout options For File with Text you can change the position of the file relative to the text (file position) and the size of the file. File position is either right or left. File size can be full size, thumbnail, or square thumbnail. Whatever you select affects all of the files for that block equally. The text in this block will stay fixed to the right or left of the file, but will wrap below if the length of the text exceeds the height of the file. 28 Gallery layout options For Gallery you can change the position of the gallery relative to the text (gallery position) and select the location of the showcase file, if you want to have one. A showcase file is full size, while the rest of the gallery files are large square thumbnails. Exhibit Builder will use the first item in the block for the showcase; note that you can change the order of the items by dragging and dropping. If there is no showcase file or text, the gallery will use the full width of the page. Additional Layouts Some plugins include their own Exhibit Builder content block layouts. If you have installed the Geolocation plugin, you will have the Geolocation Map block as an option in your exhibits. This block has no text. Select items which already have been geolocated using the plugin in their item edit page. This block displays as a map across the full width of the page, with markers for the items you select. Any captions you enter will appear in a pop-up inside the map when the item marker is clicked, as will the item file and title. Previous Exhibit Builder Layouts This chart shows the correlation of previous Exhibit Builder layouts with blocks in the new Exhibit Builder. Although it is possible to reproduce previous layouts using Exhibit Builder 3.0, the content blocks allow for a much wider variety of layouts. For example, rather than having all the files on one side, as in image list left or right, files could alternate sides. You can also combine a Gallery block with File with Text Blocks, or stack multiple Galleries with interpretive text for each set. 29 You cannot change one kind content block (ex. Gallery) to a different kind of content block (ex. File with Text). However, because you can move content blocks around, adding a new block to replace an existing one is less work than in previous versions of Exhibit Builder. Layout options are in italics for Exhibit Builder 3.0 blocks. 30 31 OAI-PMH Repository This plugin is available for accounts with Gold and Platinum plans. The OAI-PMH Repository plugin exposes metadata for Omeka items using the Open Archives Initiative Protocol for Metadata Harvesting (OAI-PMH). This is the reverse of the functionality provided by the OaiPmhHarvester plugin. Metadata Formats The repository plugin ships with support for four standard metadata formats: Dublin Core (oai_dc): This is required by the OAI-PMH specification for all repositories. Omeka metadata fields are mapped one-to-one with fields for this output format, and it is the preferred format to use with the plugin. CDWA Lite (cdwalite): The mapping between Omeka’s metadata and CDWA Lite metadata is more complicated, and certain fields may not be populated correctly. The chief advantage of using CDWA Lite output is that file URLs can be output in a controlled format, unlike Dublin Core. Harvesters may therefore be able to harvest or link to files in addition to metadata. MODS (mods): This output crosswalks the Dublin Core metadata to MODS using the mapping recommended by the Library of Congress. METS: The Metadata Encoding and Transmission Standard exposes files to harvesters. Configuration The plugin has three user-configurable values. You will be prompted to set these at installation time, or you can change them at any time from the Configure link on the Plugin management page. Repository name Name for this OAI-PMH repository. This value is sent as part of the response to an Identify request, and it is how the repository will be identified by well-behaved harvesters. Default: The name of the Omeka.net installation. Namespace identifier The oai-identifier specification requires repositories to specify a namespace identifier. This will be used to form globally unique IDs for the exposed metadata items. This value is required to be a domain name you have registered. Using other values will generate invalid identifiers. Default: yoursite.omeka.net. This should suffice for most instances. 32 Expose files Whether the repository should expose direct URLs to all the files associated with an item as part of its returned metadata. This gives harvesters the ability to directly access the files described by the metadata. Default: true The base URL of the repository can be found by appending /oai-pmh-repository/request to the base URL of your Omeka site. Manage Appearance Settings Settings in the Appearance section help you to manage derivative image sizes and some display settings for items. Derivative Size Constraints You are given the option to set the maximum image sizes for Fullsize, Thumbnails, and Square Thumbnails in pixels for the longest side of the image. By default the following sizes are set, but you may change them: Fullsize Image: 600px; Thumbnail: 300 px; Square Thumbnail: 200 px. Note: altering these constraints will only apply to newly uploaded files, not ones already in your database. 33 Display Settings Results Per Page: You may edit the number of items to be displayed per page in both the admin and public items/browse pages by changing the “Results per Page” settings. The default number is 10 for both. Show Empty Elements: If you wish to only show metadata fields containing data on the public pages, do not check this box. The default setting is unchecked. If you wish show all metadata (empty and filled) fields, check this box. Change Site Navigation The new Navigation section in Appearance, lets you manage your site’s public global navigation by ordering, editing, and adding navigation links, and by selecting a homepage. Ordering Navigation Links Here you will find what appear by default as the navigation tabs for your Omeka.net site: Browse Items, Browse Collections, and About (if Simple Pages is installed). From this screen, you may arrange these pages in any order by dragging and dropping. Naming and Publishing Navigation Links 34 The checkbox located to the left of each section or page title indicates when a navigation link is visible on the public site. For example, if you don’t want Browse Collections to display, uncheck the box. To rename the links to different pages and sections in the site’s navigation, click the arrow found to the right of the page or section’s title to reveal the Label and URL. Edit the word or phrase that appears in the Label text box. For instance, you may change “Browse Items” to “Sources,” or to any term or phrase you choose. To change the link to that page or section, edit the URL directly from this screen. Add Navigation Links In the section, “Add a Link to the Navigation,” you may add links to other content as well, whether on your site or elsewhere. Choose a Label, or title for the link, and paste in the URL to the external or internal webpage. Click “Add Link.” 35 Choose a Homepage In Navigation, you may change the homepage of your installation by selecting a page from the new dropdown menu. The menu, under “Select a Homepage,” found on the right side of the screen, under Save Changes, contains all of the public navigation links you created. If you wish to change the homepage from the default home in your theme, select the desired homepage. Be sure to Save Changes. Manage Users The Users section allows the site Administrator to control who may access the admin section of the site and what they can do. You may add, delete, and assign categories of use. Manage users by clicking on the Settings button in the right corner of your dashboard, or go to /admin/users. The Browse Users screen shows the number of users, as well as the username, display name, email, and role for each user. The table displaying users can be sorted by any of those values. From this page, you may edit 36 user information, delete users, or search existing users. To sort users, simply click on the column heading by which you would like to sort. If you want to sort descending rather than ascending, click twice on the heading. The small paired arrows beside the column heading indicate whether the sort is ascending (top arrow darker) or descending (bottom arrow darker). You can search users by username, real name, or email address. Username and real name searches can include complete words or partial strings; for example, you could search for any username containing “ja.” Email searches only function with a complete email address. Add a User To Add a User, invite them by entering the email address of the person you wish to invite to collaborate with on your website, and choosing what level of permissions, or access, she/he will have to this website. Be sure to click Invite to complete the process If the invited user does not have an Omeka.net account, they will be directed to the sign up page where they can get a free basic account to work on this website. User Roles and Access You may assign Users different levels of access to the admin interface. Super users can access all available pages in the admin. Supers are the only users with access to the Settings panel, choosing and configuring themes; adding and editing users; changing general settings. Administrator users can access and edit Items, Collections, and Tags. Contributor users can add items and edit items they have created. They may create exhibits using any item in the archive, and have permission to view any public exhibit from the administrative side. Researcher users can see all of the Items, Collections, and Item Types pages–public or private, but cannot edit any content. Edit/Delete Users 37 You can edit user roles by selecting a new role from the dropdown in the user’s row, or remove a user’s access to your site by checking the Remove box in their row. Complete both actions by clicking the “Submit” button. API Keys To add an API key for a user, click on the Api Keys link under the username. Enter text for a label for the key in the field provided and then click “Update API Keys.” An API key will be generated and added to the page. To remove a key, click the checkbox in the Rescind column of keys. Again, click “Update API Keys” to execute. Google Analytics This plugin enables Google Analytics to track visitation to your website. The Google Analytics plugin is available on all Omeka.net plans. Configuring the Plugin If you do not have a Google Analytics account already, visit the Google Analytics website and create 38 an account. Once you have an account, Add a “Website Profile” for the Omeka.net website you wish to track. You may create Profiles for multiple websites. Install the Google Analytics plugin from the Settings panel and click Configure. Copy the value for Account ID found next to the site URL (starts with “UA-”) and paste it into text field. Save Changes. Tracking Visitors To view the latest website visitation numbers, log into your Google Analytics account. Visitor statistics will be stored there and will not be available when logging into your Omeka.net account. 39 Powered by TCPDF (www.tcpdf.org)