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Research and Lab Sites Guide | 1 I. Overview & Getting Started Your new research or lab site can be updated to fit your needs. By default, it comes with four (4) pages: Home, People, Research, Publications. It also comes with one or more blocks in the sidebar. Every page is setup to be easily printable and viewable on desktop computers, laptops, mobile phones, and tablets. From Cascade, the content management system that manages websites for the College of Arts & Sciences, you can edit most of the text on your website, upload images, and link to PDFs, DOCs, and Power Point files. II. Logging in to Cascade To get started with editing, first login to the Cascade server at http://cascade.syr.edu . When asked for your credentials, your username is the same as your SU netID (what you use to login to myslice) and your password will be “!C@scade!” without the quotes:

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I. Overview & Getting StartedYour new research or lab site can be updated to fit your needs. By default, it comes with four (4) pages: Home, People, Research, Publications. It also comes with one or more blocks in the sidebar. Every page is setup to be easily printable and viewable on desktop computers, laptops, mobile phones, and tablets. From Cascade, the content management system that manages websites for the College of Arts & Sciences, you can edit most of the text on your website, upload images, and link to PDFs, DOCs, and Power Point files.

II. Logging in to CascadeTo get started with editing, first login to the Cascade server at http://cascade.syr.edu. When asked for your credentials, your username is the same as your SU netID (what you use to login to myslice) and your password will be “!C@scade!” without the quotes:

After logging in for the first time, you should change your password. To do so, click on “My Settings” in the upper right hand

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menu, and, at the bottom of the page, enter your new password in the fields. Finally, click submit.

III. Editing Normal PagesWhen you first login, you’ll need to select your Research Site from the gray dropdown menu near the top of the screen. Here, I’m selecting “AS-test-Research-Site.” You may not see as many options in your menu.

III.1 Normal Pages in BriefMost research sites come with four pages (Home, People, Research, and Publications) and two types of pages: a normal page and a people page.

In the following image, a screenshot of the home page (a normal page), the editable parts are shaded in light blue.

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To edit the menu or the sidebar, see their appropriate sections, below.

To edit the page, select the page in the left-hand tree menu of Cascade, and click on the gray edit tab of the page.

This allows you to enter the editing mode of the pages allows you to make edits to the main area of pages, but not sidebars or the menu.

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The editor for Normal pages are composed of two sections, both of which effect the main area of the page. The first looks like this and allows you to edit the banner image of the page (in this example, Gandalf reading), the heading (“Gandalf’s Research Lab”) and a short introductory paragraph. Most researchers tend to leave the “intro Paragraph” blank and enter their text in the WYSWIYG box below.

III.2 Uploading and Changing Images

To change or upload a new image, click the browse button, click on the folder named “_images” and then click the upload button. Then hit the “Choose File” button, find the image you want to use, and click “Upload.” Alternatively, if the image you want to use is already uploaded, simply click the image, and click “Confirm.”

In order to ensure proper display on mobile devices, banner images should be exactly 709 pixels wide.

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III.3 The WYSIWYG BoxThe editor you’ll use most often is called the “WYSIWYG box.” It operates like Microsoft Word, and includes buttons for adding or removing links as well as a special button for inputting HTML code if desired.

Note: You do not have to know HTML, just know copy and paste, or type your information directly into the editor. Be aware that Word documents often contain specific formatting and if you copy and paste from Word, we may need to help you remove the errant formatting. We will help you “clean up” data if it comes out too big or otherwise appears odd, so don’t delete the information if that happens. The important part is for you to input, correct or update the text and have it the way you want.

To add images or photos in the WYSIWYG, click the “Insert/Edit Image” button, and use the dialog box that pops up to browse for or upload an image (as described above in III.2). You must also enter an “Alternate Text” for the image.

III.4 Adding and Linking to Files (pdf, ppt, doc, etc.)Adding files for your website viewers to download is similar to uploading and linking to images. Enter text to appear as a link, highlight it, and then select the “link” button.

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In the link field, click the browse button, select pdfs, hit the upload button at the top, choose a file, and, finally, hit the gray upload button. On the subsequent screen, click “confirm.” If you want, enter a “Title” in the appropriate field, and click “insert.”

III.5 Adding and Removing New SectionsTo add other sections, such as the “A Second Heading” seen in the screenshot, click on the “+” in the upper left. To remove a section, click the “-“ symbol. Note that when adding a new section, it will always show up UNDER the one you’re clicking – so scroll down a little if you don’t see it immediately.

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III.6 Saving and Publishing Your WorkTo save your work, click the “SUBMIT” button located at the bottom of the page. This will take you back to the

“View” mode in Cascade. If you’re unhappy with the changes, click the gray edit tab and go back to editing. Otherwise, you can Publish it to the web by clicking on the gray Publish tab at the top:

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IV. Editing People PagesIV.1 People Pages in Brief

Most research sites come with four pages (Home, People, Research, and Publications) and two types of pages: a normal page and a people page.

In the following image, a screenshot of the people page, the editable parts are shaded in light blue.

To edit the menu or the sidebar, see their appropriate sections, below.

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To edit the page, select the page in the left-hand tree menu of Cascade, and click on the gray edit tab of the page.

This allows you to enter the editing mode of the pages allows you to make edits to the main area of pages, but not sidebars or the menu.

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To add or remove faculty members, see “Uploading and Changing Images (III.2)” and “Adding or Removing New Sections (III.4),” above.

IV.2 Adding a New Person, exampleAs an example, here are the steps to adding a new person to the People page.

I want to put a new person above Gimli, but under Staff. First, I find Gimli’s information in edit mode, click the “+” sign, and then click the little up arrow to move the new box above Gimli.

This creates a new person under the current one, so I scroll down until I see a blank Person’s Info box, and click the up arrow:

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Next, I upload a picture of the new staff member by clicking on the browse button, selecting the _images folder, clicking the upload button, choosing a file from my local computer, and clicking upload. Finally, I hit “confirm” on the subsequent page.

Finally, I enter in their name and a brief bio in the WYSIWYG box, and click submit. When it returns to the View mode, I see this:

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V. Creating New PagesV.1 Copying Pages

To create a new page, we suggest copying an existing one and then changing the content. To copy a page, select the page in the tree menu on the left, and click on the gray Copy tab at the top. On the following screen, enter in a new title for your page. This will become part of the link.

After hitting submit, you should see the new page in the tree menu. From there you can edit as you would any other page.

Remember, sometimes creating a new page isn’t enough; if you want it to show up in the top navigation menu, you’ll need to add it. See VI. Editing Menus and Sidebars, below.

VI. Editing Menus and SidebarsVI.1 Editing the Menu

Editing the menu can be done by users, or you may contact us. On any page in view mode, click on the little Lego block next to the Menu, and then click on the pencil icon that pops up.

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The new window that pops up will contain your menu in an unordered list in a WYSIWYG box. Just add in the text (in this case, the “Get Involved” page created in V.), highlight it, and click the link button.

Since the object being linked to is one created in Cascade, select Internal (for items outside of Cascade, such as Google.com, click external and paste the URL to link to), click the browse button, select the page to link to, and click the Confirm button.

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Finally, click submit to save the menu and return to view mode. Your new menu should appear on all your pages.

NOTE: Any time you edit the menu or a sidebar, you need to Publish the entire site again. See VI.3 Publishing the Entire Site, below.

VI.2 Editing SidebarsEditing the sidebars can be done by users, or you may contact us. On any page in view mode, click on the little Lego block next to the sidebar, and then click on the FIRST pencil icon that pops up. Typically, it’ll be called “Sidebars/Sidebar-wphoto Top.”

In the WYSIWYG box that pops up, make whatever changes, including adding a new Title (labeled A, below) or a new picture (labeled B, below). Finally, click submit.

NOTE: Any time you edit the menu or a sidebar, you need to Publish the entire site again. See VI.3 Publishing the Entire Site, below.

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VI.3 Publishing the Entire SiteIf you’ve made changes to the menu, the sidebars, or edited more than one page without publishing it, you should publish the entire site at once. To do so, click on “Base Folder” in the left-hand tree menu, and then click on the gray Publish tab at the top. On the subsequent page, click submit.

If you need to schedule a training appointment, email Lauri Francis, [email protected] or [email protected].