OpenScholar

AOS Department Pages are built upon the OpenScholar architecture, allowing us to host multiple websites and provide a website building application without extra software or coding knowledge needed. Built upon Drupal, OpenScholar allows for easy access to building, maintaining and updating your website on-demand with a simple WYSIWYG editor and customization via widgets and layouts.


You can set up your web site simply by going to the site registration page and logging in with your AOS ID and password. Select either a Personal Site or a Project Site and your desired URL. You will be sent an email welcoming you to your new site with information containing your account name, site URL and some helpful links.


Site Visibility

Choose the site access and visibility level. The options are:

Public on the web - Anyone on the Internet can find and access the site. No sign-in is required to view the site content. (although files can be access-restricted). Search engines will index the site and the search engine optimization (SEO) will be enabled for the site.

Anyone with the link - Anyone with the link can access the site. No sign-in is required to view the site content. However the search engines, such as Google, Bing, etc. will not index the site pages. If you plan to use a custom domain for your site, it is important to prevent search engines from indexing the site's default OpenScholar URLs.

Invite only during site creation - Private during construction, only people with explicit granted permission can access this site. Sign-in is required. In other words, for someone to access the site, the site administrators would need to add or create each OpenScholar account as a member of the site.


The Control Panel

The Control Panel

Once logged in you'll see a thin black navigation bar. This is your control panel. The Control Panel serves as your main access point to changing settings, adding features and general site building.

The Control Panel menu offers links to a number of administrative choices:

Content is the area where you can create, browse, and manage the content of your site. Options under Add and Import are reflected by which apps you've enabled. For instance if you've enabled the “Blog” app, you'll see Blog Entry listed as one of the options.

Build will allow you to select which Apps you wish to enable, changing the Content and Widget Layout for your site or current page, Menu handles configuring the navigational and side menus and Taxonomy for your content and site taxonomy.

Appearance for selecting a display theme.

Settings for configuring privacy and Google Analytics settings.

People anyone who has an OpenScholar site can be associated with your site. You can add and then associate users with your site for a number of reasons, including adding a assistant to help manage your site.You may want to allow particular colleagues to comment on your blog posts, or on working papers you post.

Support such as opening and tracking a support ticket.


Configuration Gear

This is the configuration gear. These gears appear all over your site and indicate specific areas you and make edits and changes.

Bio/CV

Now that you have your website created, let's get started on putting some content on it.

Click on Bio and you'll be presented with another blank page, this time with two additional tabs: Biography, and Curriculum Vitae. Hover under the Bio title and you will be presented with a configuration wheel. Click on the wheel, then “Edit page”.

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You will be presented with a WYSIWYG editor for the body of the page where you can add text and images, attach files and format your biography page as you like. When you are happy with your biography, hit Save and close the editor on the upper right.

On the left sidebar menu, click on CV and repeat the steps as creating your biography page. You can attach a downloadable PDF copy of your CV on the page if you wish.

Contact Information

On the right sidebar you will notice the Contact widget. A widget is a component of an interface that we can edit and manipulate, different widgets have different functionalities. The Contact widget by default will appear on all your pages, so it is important to edit and make sure the information is kept up to date.

Hover over Contact and click the configuration gear to edit the widget. Update your information then click Save.

Enabling Apps

Apps allow you to extend the functionality and customization of your OpenScholar website. To view a list of available Apps and enable them for your website, hover over Build, then click on Apps.

By default the Apps that are enabled for your Personal website are “Basic Pages”, “Classes” and “Publications”. Descriptions of each Apps functionality is written below the name and to enable them, simply click on the drop down menu on the right of each App and select Public or Private visibility to enable them for your site.

Clicking on the blue question mark will direct you to Harvard's OpenScholar documentation of each App with an in-depth guide with features and functionality.

Layout

Configuring the layout for your website is located under the Build menu. You can make choices on where pieces of information should appear throughout your site. Add, remove, edit and move widgets of content to particular pages as you see fit.

Site Information

You can edit your site's information and title widget by hovering over the title and clicking on the configuration gear and clicking “Edit widget”

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Your Title should be your Name or Group's name, Description functions as a subtitle.

You can add your contact information if you wish as well, but remember that the contact widget will be visible on your right sidebar on all pages by default.


Content Menu

Content management and creation begins with the Content menu located on your Control Panel strip atop of your pages. Hovering over the Content menu will display you the options to Add, Find and Import your Content.

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Content Editor

The fastest way to edit any content in your site is to go to the content in question and simply click on the Configuration Gear and click Edit. This can done by navigating directly to the content you wish to edit or from searching with the Control Panel.

Rich Text Editor

OpenScholar comes with a rich-text editor which functions similarly to WordPress or Microsoft Word. You can create paragraphs, format text with bold, italics, underline, strikethrough, align your text, indents, create lists, etc. Additionally the editor will allow you to insert images to your page and create links.

Copying and Pasting from Other Sources

When you copy and paste from other sources such as a Word document, a PDF file, or an email, etc. OpenScholar will strip away unwanted code when the content is displayed but it may appear to you in the Editor that the formatting is preserved. To avoid this confusion you can click the Paste from Word button which will open a new popup window. By pasting into this window, all unwanted formatting code is stripped away entirely. You can then continue to format the text as you like.

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Paste from Word button

Pages

The basic Page app offers the ability to create various web pages of your choice, like a blank canvas.

Creating Subpages

When you have a page that is also a menu item, you have the option of adding subpages to that main page in two ways.


Option 1 - Adding a brand new page as a subpage

Click the Add New green button and select Subpage

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Create the subpage as you would a regular page.

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Click Save and the new page will appear within the Section Navigation widget.

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Option 2 - Adding an existing page as a subpage

Click the green Add New button and select Existing Page to Section

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In the text field, begin to type the name of the existing page you want to add to this section and select the name once it appears.

Save and the existing page will appear within the Section Navigation widget.


Managing the look of your site

Choose and easily change the design theme for your website.

Customizing your page layout

Arrange the content elements on your page though the drag and drop interface.

You can customize your page layout by adding various widgets. Widgets are blocks of content that can be manipulated and placed on your website's layout.

You can add news widgets on the upper right hand corner and clicking on the green Add new widget tab, selecting the type of widget you want to create or add. Once the new widget has been created, just drag and drop the widget to your page layout.

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Make sure to Save Configuration after making changes to the layout.


Choose pieces of content from around your site to highlight on your homepage, or wherever you choose.


List of Posts Widget

Similar to the featured posts widget, but content is populated automatically.


Columns Widget

Display content within columns on your web page.

Columns are helpful to keep your site content organized and creating sidebars within the layout of your site. You can use columns to change content layout per page, rather than populating all your text in the center of every single page.

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Under Widget Description name your column widget with a title that you will remember, this will not be displayed publicly. If you do want a publicly displayed title, that should be typed into the Widget Title field.

Select with the column layout that works best for your site and drag any additional widgets you wish to use on your column widget. Make sure to click Save to finalize changes.

See image below for an example.

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Tabs Widget

Save space on your page with the tabs widget.

The tabs widget allows you to create tabs to display multiple content within the space of a widget.


Accordion Widget

Display content within an accordion style on your web page.



Blog

Provides simple blog functionality for your site.

Set Classes app to Public from Apps menu

If the Blog link does not appear in your menu, follow these steps:

  1. Go to the control panel and select Menus
  2. Once in the Menu area, Select Add New Link in the Primary (or any other) Menu
  3. You'll be prompted to choose an Item Type. Please select URL
  4. Click Continue
  5. Now give the Menu Item a title like Blog and enter the word blog (lower case) in the URL field
  6. Click Finish at the bottom of the page

To create a blog entry, click on the Blog menu link to navigate to your site's blog page. Click on the green “Add Blog entry” button, this will bring you to an editor box that will allow you to create a blog entry.

Classes

Create and manage information on classes taught or otherwise relevant.

Set Classes app to Public from Apps menu

If the Classes link does not appear in your menu, follow these steps:

  1. Go to the control panel and select Menus
  2. Once in the Menu area, Select Add New Link in the Primary Menu
  3. You'll be prompted to choose an Item Type. Please select URL
  4. Click Continue
  5. Now give the Menu Item a title like Classes and enter the word “classes” (lower case) in the URL field
  6. Click Finish at the bottom of the page

Creating Classes

Click on the Classes link in your primary menu. While on the Classes page, click on Add New > Class and select to add or import a class. You will find an area where you can add a link to a website that may have more information about the course you are posting.

Once you have created a Class, you are given the option of adding class material. Within you will find a form that will be useful for attaching any files related to the course.

Events

Create and manage events on your web site.

Set Events app to Public from Apps menu

If the Events link does not appear in your menu, follow these steps:

  1. Go to the control panel and select Menus
  2. Once in the Menu area, Select Add New Link in the Primary Menu
  3. You'll be prompted to choose an Item Type. Please select URL
  4. Click Continue
  5. Now give the Menu Item a title like Events and enter the word “events” (lower case) in the URL field
  6. Click Finish at the bottom of the page

If the Calendar link does not appear in your menu, follow these steps:

  1. Go to the control panel and select Menus
  2. Once in the Menu area, Select Add New Link in the Primary Menu
  3. You'll be prompted to choose an Item Type. Please select URL
  4. Click Continue
  5. Now give the Menu Item a title like Calendar and enter the word calendar (lower case) in the URL field
  6. Click Finish at the bottom of the page

By default the events calendar will display the current month. Visitors will be able to change the view of the calendar, viewing options include:

  • Week
  • Day
  • Year
  • Upcoming
  • Past Events

If you wish to change the default view of the calendar:

  1. Go to the control panel and select Menus
  2. Delete the current Calendar link from the primary menu
  3. Create a new menu link using the follow URL paths:
    • Month (https://dept.atmos.ucla.edu/yoursite/calendar)
    • Week (https://dept.atmos.ucla.edu/yoursite/calendar/week)
    • Day (https://dept.atmos.ucla.edu/yoursite/calendar?type=day&day=2017-01-01)
    • Year (https://dept.atmos.ucla.edu/yoursite/calendar?type=year%year=2017)
    • Upcoming (https://dept.atmos.ucla.edu/yoursite/calendar/upcoming)
    • Past Events (https://dept.atmos.ucla.edu/yoursite/calendar/past_events)

FAQ

Create and maintain frequently asked questions for your site.

  1. Set FAQ app to Public from Apps menu
  2. Go to the control panel and select Menus
  3. Once in the Menu area, Select Add New Link in the Primary Menu
  4. You'll be prompted to choose an Item Type. Please select URL
  5. Click Continue
  6. Now give the Menu Item a title like FAQ and enter the word “faq” (lower case) in the URL field
  7. Click Finish at the bottom of the page
  8. Click on the FAQ link in your primary menu. While on the page, click and begin to fill out the form. Remember to hit Save. Your questions and answers should now appear on the page.

Create and maintain useful external links to other sites that may of interest to your web site users.

The Media Gallery app allows you to upload, store and manage your site media and photos. You can create galleries or related groups of photos to give your photos context and to keep them organized.

  1. Set Media Gallery app to Public from Apps menu
  2. If the Galleries link does not appear in your menu, follow these steps: Go to the control panel and select Menus
  3. Once in the Menu area, Select Add New Link in the Primary Menu
  4. You'll be prompted to choose an Item Type. Please select URL
  5. Click Continue
  6. Now give the Menu Item a title like Galleries and enter the word “galleries” (lower case) in the URL field
  7. Click Finish at the bottom of the page

Navigate to your Galleries page and click on the green Add Media Gallery button. A form will appear where you can begin filling in the details of your media gallery and to configure the display settings. Customize your media gallery to your liking and save to view the gallery.

News

Create and maintain news on your site.

  1. Set News app to Public from Apps menu
  2. If the News link does not appear in your menu, follow these steps: Go to the control panel and select Menus
  3. Once in the Menu area, Select Add New Link in the Primary Menu
  4. You'll be prompted to choose an Item Type. Please select URL
  5. Click Continue
  6. Now give the Menu Item a title like News and enter the word “news” (lower case) in the URL field
  7. Click Finish at the bottom of the page

Manually Adding News

  1. Hover over Content on the Control Panel
  2. Click News under the Add option
  3. Fill out Title, Date and Body to create News

Importing News from RSS Feed

OpenScholar allows you to publish news items from an external RSS feed automatically on your site. This will allow you to keep the news section on your site up-to-date without manual intervention. To do this, enable the News app as per the instructions above and follow these steps:

  1. Go to the News section of your site click on the green “Add New” button
  2. Click Import, then choose Add new import
  3. Choose the RSS option, and enter the Title and URL, then click “Submit”.

Profiles

Maintain a directory of people, collaborators, contributors to your project or organization.

Publications

Create and maintain bibliographic records of publications.

Set Publications to Public from Apps menu

If the Publications link does not appear in your menu, follow these steps:

  1. Go to the control panel and select Build, click Menu
  2. Once in the Menu area, Select Add New Link in the Primary Menu
  3. You'll be prompted to choose an Item Type. Please select URL
  4. Click Continue
  5. Now give the Menu Item a title like Publications and enter the word “publications” (lower case) in the URL field
  6. Click Finish at the bottom of the page

Supported file formats include:

  • BibTex
  • EndNote (Tagged and XML)
  • MARC
  • PubMed (ID List and XML)
  • RIS

Reader

Pull in useful content from other sites on the internet.


Plan your website

Building and maintaining an effective website requires a significant investment of time and resources. Websites that are built without planning or evaluation of user needs can become confusing, cluttered, and outdated.

Before you begin building your website, take a step back to answer some fundamental questions, and develop a strategy to guide the process.

  • What are the main goals for the website?
  • Who are the primary audiences, and why are they visiting the site?
  • Who is responsible for site’s strategic direction, producing content, and updating it after launch?

The sections below will help guide you in planning your website and best practices to follow so you will not fall into the aforementioned pitfalls.

Organize your website

Structuring menus

With OpenScholar there are two levels of menus Primary Menu and Secondary Menus. Two view the two types of menus and make edits, you can click on Menu on the control panel under Build (Build > Manage Menu).

Primary menu links are the main navigational bar on your website, located under the header. While secondary menus appear on the sidebar.

  1. Click on Menu on the control panel under Build (Build > Manage Menu)
  2. Once in the Menu area, Select Add New Link in the Primary Menu
  3. You'll be prompted to choose an Item Type. Please select URL
  4. Click Continue
  5. Now give the Menu Item a title and enter the title with lower case in the URL field
  6. Click Finish at the bottom of the page

Categorizing content with taxonomy

The best way to think of taxonomy in terms of categorizing your website's content is tags or keywords. Taxonomy will allow you to organize your website content by connecting and classifying them into common terms.

To manage taxonomy on your site you can click on Taxonomy on the control panel under Build (Build > Manage Taxonomy).

In the Taxonomy management page you will be able to add vocabulary, edit vocabulary, list terms, and add terms.

OpenScholar defines vocabulary and terms as the following:

Vocabulary: A group of terms

Term: A single word of phrase to describe the content

Here is an example of how taxonomy might work on a site on OpenScholar.

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The three Vocabulary names for this example site are News, People and Publication. Under each Vocabulary Name, there are terms that are listed that further categorize and organize content, examples include,

  • News: Editorial, Awards, Announcements, Events, etc.
  • People: Professors, Project Leads, Researchers, Graduate Students, etc.
  • Publications: Newspaper, Book, Journal, Proposed Paper, Forthcoming, etc.

Search Engine Optimization

To help search engines such as Google find your website content more easily, you may wish to add metadata for your pages. OpenScholar will automatically generate a brief description that will appear in the search results for your pages. These descriptions are taken from the first line of text on the page.

However, if you wish you can override or customize the page's description. This can be done when editing a page, next to the editor on the right side, choose SEO (Search Engine Optimization). You can then add a description of the page or keywords that you wish to accompany search results.

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Be sure to also review the meta description for the entire site, which you can find in the site settings.

Images for your website

Please make sure images that you used on your website respect all copyright laws. Image formats supported by OpenScholar are JPG, GIF and PNG.


Swing by the AOS IT Office in Math Sciences 7127 or send an email to support@atmos.ucla.edu if you have any questions, feedback or bug reports on OpenScholar.