Instructions to edit PI page

Basic editing of the PI pages. Instructions apply to other pages you have permission to edit.

Dear CDB web page maintainers,
   These instructions are now revised after our web site migration to the new version of the content management system, Plone 3, in October 2010.
    Herein is a brief guide for updating the faculty web pages on the SOM-hosted CDBio web site, http://www.med.unc.edu/cellbio. Other pages will be made user updatable in the future. Some features will normally be maintained by our web developer.
    Pages are editable only with permission. I am assigning permissions as per your requests at this time. Permissions are based on your School of Medicine email login at this time and will change to your ONYEN at a not yet determined date. If you don't have a SOMIN login you may apply for one with your PID here:
http://www.med.unc.edu/wrkunits/1dean/ois/emailrequest_1.html
If you are a faculty member or have been designated by a faculty member to update that faculty member's page let me know including your name and SOMIN login name (not your password) so I can add the correct permissions. Do not include your password.
    The SOM Plone 3 system has a built-in page editor that you can use to modify pages. The editor operates in two modes that I’ll call wysiwyg (what you see is what you get) mode and source mode. Most page alterations can be accomplished in wysiwyg mode. The output of wysiwyg mode is HTML but you may never need to see it in that form. The source mode allows direct editing of the HTML.
    As noted above it is not usually necessary to know HTML to update a page. However, the HTML created by the wysiwyg editor used as I describe below is quite simple using mostly lists, tables, paragraphs, and line breaks. If you depart from my recommendations by, for example, using the Paste button to import data from MS Word, the HTML may become complex and hard to control from the wysiwyg interface. The editor functions are described in several pages that start here. There is a User Guide for our Plone 3 system here where you will find instructions on many more aspects of content management. This page of  instructions deals with only the most basic editing of existing pages.
    1) OPEN THE PAGE. Navigate to the page you want to update. Starting at http://www.med.unc.edu/cellbio, in the left panel click Faculty Research, then in the list of faculty click the faculty member's page you wish to update. At the bottom of the center panel click Login and in the login page that appears supply your SOMIN login and click Login. You will be returned to the faculty page you were viewing and there will be a new menu bar near the top of the center panel containing items "Contents", "View", "Edit", and others. If you want to edit (update) the page in the center panel click Edit. [If you want to update the information in the right hand panel click Contents. You will see two items with the same name which is the name of the faculty member. Click the name of the one with smaller size and when it appears (in the center panel) click Edit.] You will now see the page in a wysiwyg editor with three rows of buttons above the page itself. The procedures below are focused on maintaining your existing pages.
    2) BASIC EDITING. You may place the insertion point in the page by point with the mouse and clicking and adjusting the position with the arrow keys. What you type will have the same styles as the region into which you are inserting text. You may delete text or type over text in the usual ways. You may add an item to a bulleted list by placing the insertion point at the end of a list item and pressing Enter. You may delete a list item by deleting all the text therein and the bullet itself. You may add a new paragraph (which will be separated by a blank line) by putting the insertion point at the end of an existing paragraph and pressing Enter. Whenever you press Enter you get a blank line separating the text so normally you want to let the linebreaks inside a paragraph be determined automatically. If you need to start a new line manually then hold the Shift key when you press Enter to avoid the extra blank line. You may delete a paragraph by deleting all the text therein and the empty line. In general you may want to maintain your page by replacing the text of list items and paragraphs and minimizing the creation and deletion of list items and paragraphs.
    3) SOME OF THE BUTTONS. The wysiwyg editor has three menu bars at the top providing functions familiar to users of other wysiwyg editors such as MS Word. Here are some comments on some of the menu items.
        Source: toggles the operation of the editor between wysiwyg mode and source mode
        Three different paste buttons: described in the next section
        Remove format: for the selected text, set the text properties to the defaults
        Insert/Edit link: for the selected text, create a hyperlink to an anchor or another page
        Insert/Edit anchor: for the selected text, make it an anchor
        The Style and Format pulldowns sometimes work as expected, if not try Remove format
    4) COPY AND PASTE FROM MS WORD. There are three paste buttons called Paste (clipboard with a page of text), Paste as plain text (clipboard with a “T”), and Paste from Word (clipboard with a “W”). Each does something different. The Paste button (same as typing Ctrl-V) imports the text with the entire set of style definitions from the Word document. This does not produce the most accurate representation of the layout and styles of the Word document. I don’t recommend it and I doubt you will like it. The Paste as plain text button inserts text with the default styles of the editor. Most of the layout and styles of the original Word document will be lost. This is too severe for most uses. I recommend the Paste from Word function with both options unchecked, Ignore Font Face definitions and Remove Styles definitions. This is the most accurate representation of the original Word document. Even so, there are significant losses, e.g., I can’t seem to get any typeface other than Arial (sans serif), the default in our Plone 3 system. I have posted a page here illustrating how the Paste from Word function handles typefaces, colors, tables, and lists. In addition I included a few of the editor’s formats and styles. One idiosyncrasy is that the only typeface I can get is Arial (sans serif). Well, I stand corrected: this page which has only the Times typeface has been rendered in Times. The Paste from Word function seems to be inconsistent about inserting the HTML tags to render text in alternate typefaces. For text to be rendered in Times New Roman, using the source mode of the editor, it should be enclosed in HTML tags as follows: <span style="font-size: 12pt; font-family: &quot;Times New Roman&quot;,&quot;serif&quot;;">This text will be rendered in Times typeface.</span>.
            Another idiosyncrasy is that the paste process sometimes modifies the data in the clipboard so that if you want to paste the same selection twice you should copy it before each paste to get consistent results.
            Naturally you can tweak the layout, styles, and formats after pasting.
    5) TWEAKING. Using the guidelines above you may rarely need to change the appearance of text. Changing the size of the text can be done with the "Format" and “Style” pulldown lists. It is possible to get unpredictable results after applying Style or Format multiple times to the same or overlapping text. This may apply to the bold and italic buttons and other buttons in the second line of buttons. Try selecting a region including the unpredictable portion and clicking the "Remove Format" button on the right end of the top row of buttons if you get in a tangle. Or cancel the edit session and start again.
    6) SAVE YOUR CHANGES. When you have made some changes and you are satisfied with how they look then click the Save button at the bottom of the center panel. If you are uncertain or wish to start over click Cancel at the bottom of the center panel to leave the editor without saving any changes. At the bottom of the page click Logout if you have saved any desired changes and are finished editing. In order to see the changes you may need to clear the cache in Firefox: Tools -> Clear Recent History -> check Cache -> Clear Now. In Internet Explorer try typing Ctrl-F5 to re-fetch the page from the server. If you need to clear the cache in IE8: Safety -> Delete Browsing History -> check Temporary Internet Files -> Delete.
    7) EDITING THE HTML SOURCE. When editing a page in wysiwyg mode the "Source" view is activated by the button at the left end of the top row of buttons. This shows the current HTML (or source code) of the page and allows you to edit the HTML. Clicking Source again returns you to wysiwyg mode. If you have followed my guidelines above, the HTML will be very simple and if you know any HTML you may be able to fine tune the appearance or fix any tangles you have created. There are many HTML tutorials on the web and I have used and recommend the book HTML for the World Wide Web by Castro. Hint: use <br /> to force a line break inside a paragraph without creating a blank line.
    8) MORE FEATURES. OIS has some documentation of the editor discussed above here:
http://www.med.unc.edu/webguide/userguide-v3/adding-editing/pages/built-in-editor .
This page outlines the functions of the editor and leaves plenty of room for experimentation. The navigation panel at the left of that page has links to how to add new pages and many of the more advanced features of our Plone 3 system.
     I hope this helps,
Jerry
-- 
Gerald Gordon Ph.D. M.S.
230 Taylor Hall CB 7090
Chapel Hill, NC 27599

919-966-2941 (vox)
919-966-1856 (fax)

The universe is real but you can't see it. You must imagine it.
        -Alexander Calder