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Picture Perfect!
Creating A Photo Gallery For Your Website.


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As the old saying goes, “A picture is worth a thousand words.” Whether those words and pictures are a masterpiece, like the "Mona Lisa" or "Starry Night" or something else, like Dogs Playing Poker"; this is very true no matter what collage, department or program they are for. Pictures can spruce up  your website and help it stand out from the rest. 

So you’ve got some great photos you want to add to your website – now what? That depends – on how many you have, and where you want them to go.

The University’s policy on photos can be found in the web policies section of our website, as well as in the Style Guide. We also have three detailed blog entries explaining everything you wanted to know about photos and Collage.

Please keep these points in mind:
  • Adding pictures and graphics to your website is encouraged. Clip art, while good for blogs and other informal communications, is not allowed on web pages.
  • Only three pictures are allowed per page (with some rare exceptions). This is because the more photos on a page, the longer it takes to load, and it has been determined that three photos is the optimal amount for a quick load.

  • If you have more than three photos you’d like to include, an on-line gallery can be created. Please contact a member of the Web Content Team via e-mail or by phone at 978-934-3875 to set up a photo gallery.

    gallery.jpg


    • Photos can be hand-delivered on a CD, disk, flash drive, etc., to the Public Affairs Office in Cumnock C-7. You can also upload and send them to us via the Dropbox.
    • Please include a Word document (or some sort of text file) with captions for as many images as possible. Also include information about the event the pictures are from (to be used for the title of the Photo Album), the date they were taken, and other pertinent information.
    • Please also include a name and address for return on the photos after they are uploaded.

Once your photos are uploaded to the Gallery, the photo album can be linked to from your website. We have a blog entry on help creating a link if you need it.


THE END

Jumping To Hyperspace With Your Links: Don’t “Click Here”.

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O.k. what’s the first thing you think of when I say “hyperlink”? If you’re like me, (or a teen-age to middle-age boy) you probably think of Star Wars and “hyperspace”. The good news is the technology need not be anywhere near as advanced for a “hyperlink”.

So what’s a hyperlink? A hyperlink is a word, phrase, or image that you can click on to jump to a new document or a new section within the current document. Hyperlinks are found in nearly all web pages, allowing users to click their way from page to page. Chances are many of you have already made at least one of these; you can generally recognize them by the text being in a different color than the rest of the page (usually blue or red) and the words being underlined. If you’re looking for help on creating a link, creating an anchor link, or the differences between Internal and External Links – follow these links or check out the CMS Blog Archives.

So why can’t I use “click here”? 
Here’s the thing about hyperlinks – the text you use with them is very, very important. Search Engines like Google, Yahoo, Bing etc. use the text as a basis for what the link goes to. So if you say “click here” or “for more information” etc. then it thinks that’s the name of the page that you are linking to. Entering in your Metadata on all of your pages is also important in this regard. It’s also proper web etiquette to hyperlink this way rather than to say “click here” etc.

Notice in the paragraphs above that there are five hyperlinks – linked to text that more accurately describes the pages they link to. It’s also not a good idea to write out the website address (http://www.uml.edu ) as your link – instead write out the name of the site University of Massachusetts Lowell and then hyperlink it. It’s also in the best interest of your visitors. Studies have shown that people visiting a website are more likely to click on a link that contains key words that describe where the link points to.

Hyperlinks can also be done as part of a bulleted or other type of list. Take, for example the About the University page from the UMass Lowell website:

about-page-bullets-links.png
 

Each of those items in the list is a hyperlink.

By better hyper-linking your pages you will not only help your website be found more easily on Google and other search engines but will also help your users get to where they need to go faster and easier.

As always if you have any questions about this, or other Collage or web-related matters, please don’t hesitate to contact the Web Content Team. (See that? I just hyper-linked an e-mail address, too!) You can also call the Web Content Hot-line at: 978-934-3875.

THE END.
Up, Up and Away! How to upload a PDF in Collage!

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Recently many people have approached the Web Content Office about problems they’re having Uploading PDFs into Collage. The good news is you don’t have to be a superhero to upload a PDF or other document or image. Just follow these simple steps and you’ll be able to do it faster than a speeding locomotive.

We also have blog entries on how to upload documents in a task, how to upload images and how to replace one PDF with another.

Please note: Firefox does not work correctly with Collage when uploading documents, images and more.  It will let you go through all the steps but nothing will appear in your folder. Please use Internet Explorer for uploading in Collage.

1. The first step you should take in any Collage endeavor is to sign into Collage and create a new task. If you’re fuzzy on how to do this, then please follow the steps in this blog entry.

2.    Once you've created the task, go into your Collage Inbox by selecting Home and Inbox. Then select the task you've just created and click on the blue name of it to open the task -  listed under task name, under Current Tasks and Notifications.

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3.    Once inside the task click on Assets.
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4.    Then click Upload and a new window will open.

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4a. If upload is greyed out or unavailable to you, click on content and select the folder you wish to upload the file to. Then follow these other steps (for the most part they'll be the same - aside from having to select a folder which you've already done).
 
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5.    Select Add Files.

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6.    Another window will open – select Browse.

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7.    Browse to where the PDF you wish to upload is (an easy way is to just save it to your desktop). Once you’ve found the PDF, click on it and select Open.

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8.    Back in the Upload File window – click on OK.

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9.    Next you’ll need to select a Deploy Folder – the folder where you wish to upload the PDF too. Click on the little square with the red exclamation point next to it next to the Deploy Folder column.

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10.    Now you’ll need to navigate to your Department etc.’s folder. Start by clicking the plus sign next to uml.edu and then next to Main UML Website.

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11.    Scroll down to the appropriate place (in this example the School of Health & Environment (SHE) which is located within the college folder. Most of the time you’ll want to add the PDF (or similar documents) to a Documents folder which is often abbreviated as Docs. Click on that folder. If you don’t see one then upload it into your overall department folder and e-mail webcontent@uml.edu And ask for them to be moved or for a docs folder to be created.

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12.    You’ll notice the folder name and path will be added to the right of the Deploy Folder column and the red exclamation point has become a green check mark.

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13.    If you wish to add more files to be uploaded to that same folder then select add files and follow the steps above again. If you’re done adding files then click on Upload.

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14.    You’ll notice that the PDF will be added to the Asset list in your task. Next click on Overview to go back to that part of your task.

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15.    Remember now that you’ve uploaded the PDF you still need to link it somewhere so that others can find it. You’ll need to add the page you wish to link it on and create the link – both of which we have blog entries to help you with.


Remember PDFs and other similar documents should open in a NEW window.


16.    Once you’re done creating your link, make sure to preview it and check that it works correctly. Then mark your task done and send it along for approval. There are two ways to mark your part of the task done - see the images below:


done1.jpg



done2.jpg



THE END.



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The Lord of the Picture Part I: Everything You Wanted to Know About Photos & Collage



People use pictures for everything, including sprucing their websites. As the old saying goes, “A picture is worth a thousand words.” Thankfully in our case you don’t have to write and put into collage 1,000 words before you can put a picture in. This guide will not only walk you through how to get your photo optimized and uploaded into Collage, but will also explain the University’s policy on photos – “Why can I have only three photos per page?” and much more.

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First of all let’s start with some ground rules. The University’s Graphic Standards Policy can be found here, including logos and power point backgrounds available for download.
There’s also a CMS FAQ with photo information.

Here’s what you need to know:

  • Adding pictures and graphics to your website is encouraged. Clip art, while good for blogs and other informal communications, is not allowed on web pages.

  • Only three pictures are allowed per page (with some rare exceptions). The main reason for this is that the more photos on a page, the longer it takes to load, and it has been determined that three photos is the optimal amount for a quick load.

  • If you have more than three photos you’d like to include, an on-line gallery can be created here. Please contact a member of the Web Content Team via e-mail at 978-934-3875 to set up one of these.

  • Photos can be hand-delivered on a CD, disk, flash drive, etc., to the Public Affairs Office in Cumnock C-7. You can also upload and send them to us via the Dropbox.

  • On some occasions photos can also me e-mailed to the Web Content Team. Please contact a member of the Web Content Team (e-mail: webcontent@uml.edu) at 978-934-3875 to discuss your options.

  • For the Web photos should be 72 dpi, 200 pixels wide, optimized for web, saved as .jpg. There’s one exception – bio (Faculty and Staff) photos should be 72 dpi, 160 pixels wide for the image on individual bio page, 64 pixels wide for the thumbnail on the faculty listing page, optimized for web, and saved as .jpg
So how do you re-size your photos and optimize them? Please read Part II of this blog trilogy for how to use Photoshop to do so. You can also read Part III for a  step by step guide on how to upload a photo into Collage.
 

thering.jpgThe Lord of the Picture Part II: Using Photoshop

Earlier we covered the University's policy on photos, how many and what size and much more. Part three of this trilogy explains how to upload your photos into Collage.

So how do you re-size your photos and optimize them? It depends on what program(s) you have. We use Photoshop, but you are welcome to try another program. If you don?t have Photoshop or a similar program you can contact us, or upload the images in a task in Collage and then we will re-size them after the fact. If so skip ahead to part 3. If you have Photoshop, you can read this blog entry on how to re-size, etc. images.

Using Photoshop

1.    Open the photo in Photoshop – right click on the photo and select Open With and then the program you wish to open it with – in this case Photoshop.
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2.    Left click on Image in the top menu, and then select Resize and Image Size.
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3.    In the pop-up window, make sure that Scale Styles, and Constrain Proportions are checked. Then change the resolution to 72. Chances are this will change the width and height.
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4.    Once you’ve changed the resolution, change the width to 200 (or 160 for a Bio picture) and hit ok. This should also change the height. In this case the picture is a perfect square – so the width and height match. This will not always be the case.
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5.    Once you hit ok, the photo should shrink down.
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6.    Now click on File and then Save for Web.
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7.    In the pop up window, make sure the images look fine and that the Quality is set to 50. Then hit ok.
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8.    In the pop up window, select the destination you wish to save the picture to (I like to save it to the Desktop to make it easy to find) and name it.
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9.    Now repeat this process for any other photos you wish to upload. For a bio thumbnail go up to step #4 and change the width to 64, and then repeat the steps that follow it – saving it with a different name so you can tell the smaller from the bigger image.
thumbnail-size-photoshop.jpg


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Photoshop Elements is a fairly inexpensive product (around $50) that is perfect for tasks like optimizing photos. If you do not have Photoshop or another photo software please contact a member of the Web Content Team (email: webcontent@uml.edu) at 978-934-3875 to discuss your options. Again: you can also upload the original photos in a task and we will re-size them after the fact.




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As the old saying goes, life isn't just black and white; there are shades of grey. Well in Collage there are more than just shades of grey, but shades of color that can be used in various places, including in a table. Here are some easy steps on how to spice up the tables on your pages with a little splash of color!


1. Sign into Collage and create a new task. If you are fuzzy on how to do this then please follow the steps in this blog entry.

2. Once you've created the task, go into your Collage Inbox by selecting Home and Inbox. Then select the task you've just created and click on the blue name of it to open the task -  listed under task name, under Current Tasks and Notifications.

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3. Open the page you want to edit. If you did not already add the page to this task you’ll need to do so now.  If you need help with this try this blog entry.


4. Once you’ve added any pages you wish to edit, click on overview and then select the file you wish to edit from the Assets box by clicking on the file name highlighted in blue.

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5. Inside the page you’ve selected to edit, click on the line inside the table you want to change the color of and click on table. In this example, it’s the Arts & Ideas events calendar.

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6. Select Edit table or cell settings – I prefer just to go straight to cell settings as it saves a step. If you want to edit the background color for the entire table click on edit table, other wise select cell settings to change the color of each cell (line). For changing a specific cell skip down to #9.

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6a. A pop-up window will open for editing the table. Notice the color listed in Background.

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7. Click on the square with "" in it:

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8. Select the color you want and hit o.k.

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9. Not sure which shade the color is? Then you might want to consider editing the table via the Cell Settings. Go into a row that has the color you want to change another row to and follow the same directions as above with clicking on table. Instead of selecting Edit Table, select Cell Settings.

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9a. In the pop-up window, notice the letter code listed in Background.

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10. You can then copy and paste that letter code into the same space on another cell to produce the same color – rather than going through the process and picking the color from the color palette as we did above.

Just highlight the code with your mouse, copy it. Then select the cell (row/line etc.) that you want to change color and follow steps 9 and 9a again.

10a. Except this time the Background in the Cell Attributes window should be empty. Paste the letter code in there and hit o.k.

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11. Now make any other edits or changes you need to make to the page and mark the task done - sending it down the line for approval. There are two ways to mark your part of the task done - see the images below:


done1.jpg



done2.jpg

The END.

Updating Stories in a "News Box"

breakingnews.jpgDo you have one of those funny blue rectangular boxes on your department's web page? It probably has "news" or "updates" or something like that in the title. Ever wonder how that got there and how to change/update the stories featured there? Well, my friends, you've come to the right place! Prepare yourself as we go on a journey step-by-step to update stories in the “News Box”!

1. The first thing to remember is that this is like updating any other thing in Collage – except that you need to go into a specific folder to do it. The “News Box” pulls stories (usually in order of date – starting with the most recent) from a folder that is already in your department’s section. The trick is knowing which folder it is. More often than not it is obvious, but if not, it may require some trial and error. A good way to figure out which folder it is is to look on the live site and click on one of the story names in the box. The folder name will be in the URL of the story. Whatever folder that story is in should be the folder the News Box is pulling from.


1a. Let's take the Graduate School of Education for example, where you can clearly see the news box is called GSE News:

newsbox.jpg


1b.There are usually two types on entries that make up stories in a News Box: ones from eNews and ones in the news folder from your own department. These are the ones to which you have access.
 
Notice that the top entry in this News Box is "Education Scholarships." By placing your mouse pointer (arrow) over the listing you can see where the file is located (look to the bottom of the left of this picture). Notice that this entry is located in a folder called "News" inside the GSE folder.

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1c. Notice that the bottom entry in this newsbox is called "A Model Mentor", but if you hover your mouse over it and check out its location, it lists eNews - in the Media folder as where this links to. This obviously means that this story was fed automatically from eNews. If there is a problem with any of these types of stories please contact the Web Content team at webcontent@uml.edu or 978-934-3875.
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2. Now let's take a look at the corresponding folders inside Collage. Keep in mind you'll only be able to see folders you have access to.

2a. Notice inside the GSE folder there is a folder called "News" that's listed as a "News Articles Folder". This is what you want to look for anything labeled as a "News Articles Folder" is where you'll manipulate/create new items for the newsbox.

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2b. Inside that News folder there is a file called GSE_Scholarship - which you'll notice corresponds with the picture above in 1b.



3. Here's another example of a different News Box. On the Financial Aid home page the news box is called "Important Updates".
financial_aid-newsbox.jpg
 

4a. Inside the Financial Aid folder this is found inside the “Updates” folder – which kind of matches up with the “Important Updates” title on the news box. Notice also that the Folder type listed to the far right is “News Articles Folder” – this should be a dead give away.

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 Now that your armed with this knowledge you can create a task like you normally would in Collage.

5. Go to your inbox in Collage.
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6. Click on New to create a new task.
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7. A New Task pop up window will open.
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8. Select the Template for your department from the drop down menu. This is very important – selecting the wrong template or not selecting one at all can cause problems with your task.



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8a. You can type the first letter of your department to jump to that part of the alphabet, or use the arrow to scroll down through the entire list.

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9. Make sure to name the task something specific about what you plan to edit or do in the task. Notice the red exclamation point that this is required and you can not continue without naming the task.

Once you name the task the exclamation point will become a green check mark. Then add a description with more information about the edits etc. you plan to make. The more information you provide, the faster we can review and approve the content and the faster it will go live. Once you’re done click next.


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10. If your access permits, you will see a User Assignment window.  By clicking on each state (i.e. Edit, Department Approve or Approver), you can see which users are part of the work flow process.  You may have the ability to add users to any state by using the Add button (see Adding Users to Work flow). For help with this try this blog entry.
 

11. Next you'll need to add any pages you wish to edit. Click on "Add". If you're creating a new one skip ahead to # 16.

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11a. A pop up window will open. You should see whatever folders you have access to. Navigate through those folders to the one that contains the page (s) you want to edit. Then click on the names of those files.
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12. Notice that once you click on any assets they will be added to the box at the bottom of the window. NOTE: if you mistakenly click on any other pages while navigating through the folder list, those too will be added to your task. ANYTHING you click on (other than the folders themselves) in this step will be added to the task. When you're done click "OK".

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13. Notice that whatever asset (page) you select will be added to the New Task - Assets screen. If you've forgotten to add an asset, click on Add and repeat the process. Once you're done click on "Finish".
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14. This will end the process of Creating a New Task.

THIS IS REALLY IMPORTANT: now you need to go back into your Inbox (see picture in step #5) and actually Open the Task.


15. Once you're in your Collage Inbox. Select the task you've just created and click on the blue name of it to open the task (listed under task name).


task_name.jpg

 
 

16. Once inside the task, click on Assets for the list of Assets and then click Add to add an Asset (page) – if you want to update something that has already been created inside Collage.
add_asset.jpg
 
17. You'll then need to navigate through the folders you have access to and select the page you wish to edit. Basically the same as steps 11a and 12.

18. However if you're creating a new item for the news box follow these steps after clicking on "Assets" (see the picture above).

18a. After clicking on Assets, click on the down arrow next to the word Content.
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18b. Then select "Contribution" from the dropdown menu. (Keep in mind your options under this menu may be different from mine or other users depending on your access and permissions).
content-contribution.jpg

19. You'll then need to navigate through the folders (as we've done before) and find the News Articles folder. In this example its the News folder inside the GSE folder as we saw in step #2a. Keep in mind again, everyone has different access to different folders, so everyone sees something different.

navigate-to-news-folder.jpg



20. Once you're inside the correct folder (in this case News inside GSE), basically the folder with all the pages listed in it under "News Articles" then click on "New Document".
 
new-newsbox-asset.jpg


21. You'll then need to name the document and put in a description. Notice the red exclamation point - this means you can't proceed until this is done. Once it is done the red will change to green. Make sure to name it something descriptive but not too long. 
name-document.jpg
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22. A pop up window will open. This is where you'll put in all your details (including pictures and more) of the new news box item. For information on the right size etc. for picture go here. The text you chose for the Headline - is what will appear in the news box as the link - so be descriptive, but it shouldn't be too many words.

newsbox-newdoc.jpg


23. Once you've finished adding the details of your new news item, make sure to save it. Then click on "Metadata". The Metadata pop up window will open. It is very important to fill these out - this is what makes these items easy to be found from search engines like Google and Yahoo, and more. Make sure to select a start date and end date if you only want this news item to stay up for a specific length of time. The browser title is what will appear on the very top of the web page when someone is viewing it - it should match your headline generally. Keywords should be any word you can think of that someone would type into a search engine to find this page. Once you're done click OK.

metadata.jpg

  
24. Once you've finished adding text etc. to your new document and finished filling out the Metadata, click save and once its done save, click exit.
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25. Once you're done you'll notice your new item will appear in the news box folder list. The grey bar surrounding it (and any other items) means that that item is current in a task.
example-list.jpg 


26. Now we need to leave the folders and head back into the task. The easiest way to do this is by clicking on the name of your task in the upper left hand corner. This will take you back to the task overview.
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27. Notice that once you return to the task overview that your new document will be listed under Assets as well as Affected pages. Make sure to click on the little square under the word "Preview" to preview what your new document will look like live. If you need to make any changes click on the blue file name under Assets, make your changes, save and exit and then preview the page again. Repeat this process until the document is the way you want it to look.
newsbox-task-overview.jpg

28. Once you're finished and have previewed any pages you wish to add mark the task done and send it along for approval. This can be done one of two ways - by clicking on the done button (and then typing in your task notifications - Please be as specific as possible - the more information you give us, the faster your page will go live!
mark_done1.jpg 
 

28a. You can also click on the little arrow to the right of your Task Name and select done from the drop down menu.
mark_done2.jpg


Congratulations! You're Done!
Adding An E-mail Address to A Faculty or Staff Bio


e-mail.gifSo you're sitting down to edit (or create a brand new Faculty or Staff bio), you breeze through most of it with no problem and then you get to the dreaded e-mail address… It looks simple enough; you’ll just type it in and then ugh! The good news is its not that much harder to put it in; in fact if you can create a link you can do it in a couple of easy steps.

1.   Sign Into Collage
2.   Go to your Inbox
go_to_inbox.jpg
 

3. Click on New to create a new task. Or click on a task you’ve already created and open it by clicking on the Blue task name under “Task name” (skip to #7 if this is the case).
 
 
new_task.jpg

4. Create the task and add the faculty/staff bio you want to edit to it.

5. Finish creating the task – if you need help with this please e-mail webcontent@uml.edu

6. Go back to your Collage Inbox. Select the task you've just created and click on the blue name of it to open the task (listed under task name).

task_name.jpg
 

7. Once inside the task, click on the file name you want to edit; these are blue and listed under File name.

click-file-name.jpg
 

8. The editor will open with the Faculty/Staff bio template. These templates are notorious for taking forever to load, so please be patient. After the page has loaded, click on the space below Email:

email1.jpg
 

9. Then click on “Link” from the menu above (just like you’re creating a text link).

email-link.jpg

10. A pop-up window will open. Click on External.
 
email-external-link.jpg

11. Wait for the pop-up to load; once that’s done and the “New Link” button is visible click on “New Link”. If this doesn’t show up right away you can try going back and forth between Internal and External again and it may load.

email-external-link-new.jpg

 

12. Another pop-up will open. You’ll need to write (or copy and paste) the e-mail into both the Name: space and the URL: space. Notice the red ! – this means you’ll not be able to advance without doing both these steps.

type in address.jpg
 

13. Once you have the e-mail address typed in, click on the drop-down menu and select “mailto”.

mailto-menu.jpg
 
14. Then hit “OK”.

mailto-menu-ok.jpg
 
15. This will load the e-mail address into the link box (your first pop-up window). Next click on the drop down menu in this pop-up window and select New window instead of Current window.

current-to-new-window.jpg
 
 
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15a. This means that the link (in this case the email) will open in a new window. For University guidelines on what should open in a New Window vs. the Current Window try these two links: http://blog.uml.edu/cms/2009/08/internal-vs-external-links-internal.html
and http://www.uml.edu/public_affairs/webservices/Style_Guide.html


16. Next type the text in the text box that you want to appear in the bio list. Most people either just paste the e-mail address here; or type the person’s name in this space. Notice there is a red ! here as well – meaning you can’t finish until you complete this step; once you do the red ! changes to a green check mark.

type-in-text.jpg 


16a. Note: whatever you write here will show up in the corresponding Bio on the live website, in this case the actual email address as opposed to the person’s first and last name.

 
name-bio.jpg




17. Then click “o.k.” to save and add the e-mail link.
 
click-ok.jpg


18. Finish and edits, preview your completed pages and then mark the task done and send it along for approval.

done2.jpg 




Up Up And Away! How to UPload Images in a task.

up.jpg

Having trouble uploading your images into Collage? Wondering why it takes so long for your task with new pictures in it to be approved or why they are a different size afterward? Let me explain and hopefully we can help each other.

Photos for the web should be: 72 dpi, 200 pixels wide (64 for a thumbnail), optimized for web, saved as a jpeg (.jpg) according to the University’s Standards Guide.

That said, if you don’t have Photoshop or a similar image manipulation program, this may be a little difficult for you to do. So you have a couple of options:

1.    Email the photos to webcontent@uml.edu and request that they be re-sized and optimized – make sure to tell us where you want them to go and what the name of the task in Collage that they are associated with.

2.    Another option is to do #1 but also upload and place the original (non-optimized photos) on to a page in Collage – that way we know better where you want the new versions to go in the context of your page(s).

3.    You can call the Help Desk @ 4357 and inquire about getting Photoshop installed on your computer and you can then re-size and optimize the pictures yourself and then upload them.

Once you’ve re-sized your photos it’s easy to upload them like any other file. For those directions check out this blog entry on uploading files within a task.

For further help with images please see these three blog entries that explain in further detail how to work with images in Collage:


The End.


Removing or Adding Users (Editors)
When Creating A New Task.



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So it occurred to me after I wrote yesterday's entry about Removing or Adding Users (Editors) In A Task that I never really explained how to do it when you're creating a task from scratch. It's pretty much the same, but I figured a little clarification couldn't hurt. So buckle up and here we go...

1.    Sign Into Collage
2.    Go to your Inbox

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3.Click on New to create a new task.
 

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4.    A New Task pop up window will open.

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5.  Select the Template for your department from the drop down menu. This is very important – selecting the wrong template or not selecting one at all can cause problems with your task.


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5a. You can type the first letter of your department to jump to that part of the alphabet, or use the arrow to scroll down through the entire list.

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 6.    Make sure to name the task something specific about what you plan to edit or do in the task. Notice the red exclamation point that this is required and you can not continue without naming the task.

Once you name the task the exclamation point will become a green check mark. Then add a description with more information about the edits etc. you plan to make. The more information you provide, the faster we can review and approve the content and the faster it will go live. Once you’re done click next.

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7.    Here’s where you add or remove the users. You should already be in the edit state. Check off the name or names of the users you want to get rid of and hit the Remove button. If you're adding a user instead of removing one skip down to #9.

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7a.  You can also remove multiple users to the task the same way as you added one, just select more than name and move them over to the box and then hit "ok" once you've selected all of the users you want to add.

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7b. After hitting o.k. a pop up window titled Notify MAY open - you will need to write an explanation for the removal - it can be as simple as "removing user from task". Notice that it is required  by the red exclamation point.

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7c. After you type something in the exclamation point will change to a green check mark. Then hit o.k. You will not be able to remove the user without writing an explanation.

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8.   Once you're done removing any users (editors) click "Next".

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9. To Add a user click on the Add button and a pop up window will open.

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 10.    Type in the first couple of initials of the Collage User name of the person you want to add (mpu in my case) and it will jump to the person.

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10a. You can also just type in the first letter to skip through the alphabet or you can scroll down.

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11. Once you've found the person you want to, click the arrow button moving them into the box on the right side add hit OK.

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12. You can also add multiple users to the task the same way as you added one, just select more than name and move them over to the box and then hit "ok" once you've selected all of the users you want to add.
 

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12a. Note: You MAY have to fill out a notification message similar to the process outlined in steps 7b. and 7c.


13. Once you're done adding any users (editors) click "Next".

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14. If you want to skip adding Assets (Pages) to edit, and skip to the end of this process - click on Finish.

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14a. This is the point in which you will add the assets (pages) you want to edit. These can also be edit after the fact when you open your task to make the edits. Click on "Add".

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15. A pop up window will open. You should see whatever folders you have access to. Navigate through those folders to the one that contains the page (s) you want to edit. Then click on the names of those files.


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16. Notice that once you click on any assets they will be added to the box at the bottom of the window. NOTE: if you mistakenly click on any other pages while navigating through the folder list, those too will be added to your task. ANYTHING you click on (other than the folders themselves) in this step will be added to the task. When you're done click "OK".

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17. Notice that whatever asset (page) you select will be added to the New Task - Assets screen. If you've forgotten to add an asset, click on Add and repeat the process. Once you're done click on "Finish".

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18. This will end the process of Creating a New Task.

THIS IS REALLY IMPORTANT: now you need to go back into your Inbox (see picture in step #2) and actually Open the Task.


19. Once you're in your Collage Inbox. Select the task you've just created and click on the blue name of it to open the task (listed under task name).

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 20. Now make whatever edits you need and mark the task done - sending it down the line for approval.

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