Manage your Scholar site

Create a website on UWaterloo Scholar

1. Navigate to the UWaterloo Scholar homepage.

2. Select Login and enter your WatIAM username and password.

3. After logging in, select the Create a Site button.

4. On Create your website confirm Your URL and set your Site visibility.

   1. Public on the web will allow anyone on the Internet to find and view your site.

   2. Private - Invite only during site creation will restrict access to only those users you invite to view your site (sign-in required).

5. Select Create your site.

   1. A notification will appear along the top of the Create your website page with a link to your UWaterloo Scholar website.

   2. You will receive an email from wcmsadmin@uwaterloo.ca notifying you that your site has been activated.

Configure your UWaterloo Scholar site

1. Navigate to your UWaterloo Scholar website. The URL will be: Home | Scholar | University of Waterloo

2. Select Login and log in to your site with your WatIAM username and password.

   1. To log in to a Private Site: Select log in in the first paragraph.

   2. To log in to a Public Site: Scroll down the bottom right hand corner and select Log in.

3. In the Administration bar along the top of the page select Homepage settings.

4. Under Site Information, enter your full name in the Name field (required), enter your academic role, position or title in the Title field (optional) and your credentials in the Credentials field (optional).

5. Select the Theme settings for the faculty or associated school with which you are affiliated.

6. Upload a home page banner (optional).

7. To up load a Profile image (optional):

   1. Select Browse to select an image from your computer. The image width must be greater than or equal to 360 pixels and the height must be greater than or equal to 480 pixels.

   2. Select Upload.

   3. Enter Alternate text (required).

8. Enter a Site description (optional).

9. Select your faculty logo from the drop down list. The University of Waterloo logo will display by default if none are selected.

10. The remaining fields (Office location, Phone number, Extension, Email and Office hours) are optional. Fill out these fields as desired.

11. Add your Twitter information as desired.

12. Select Save. Your changes will be published immediately.

Adding People

1. Select People from the Administration bar. On the People page you will see a list of users with access to your UWaterloo Scholar site.

2. Select the +Add a member button on the top right of the page.

   1. If the user exists on another scholar site: In the Member field, enter the name, WatIAM ID or email address of the person you wish to add to your site, select a role for the user, and select Add member.

   2. If the user has never logged in to UWaterloo Scholar: select Create a new member.

      1. Enter their WatIAM ID in the CAS username field, select a role for the user and click Create and add member. Note: Please enter an valid 8 character WatIAM ID.

   3. A notification will appear at the top of the page notifying you that:

      1. A welcome email has been sent to the user you just added.

      2. The user has been added to your UWaterloo Scholar website.

   4. New members will appear on the People page.

Managing permissions

On UWaterloo Scholar you control what access users have to your site by assigning them roles. There are four available roles:

• Site Owners will have full permissions that include the ability to:

  • Create, edit and delete all content

  • Assign users to roles

By default, you will be the Site Owner of your UWaterloo Scholar site, but you can also change ownership at any time. A website can only have one Site Owner at a time.

• Administrators will have permissions to:

  • Create, edit and delete all content
    Multiple users on a site can be designated as Administrators.

• Content Editors will have permissions to:

  • Create, edit and delete their own content on the site

  • Edit all content
    Multiple users on a site can be designated as Content Editors.

• Basic Members will have permissions to:

  • Create, edit and delete their own content on the site
    Multiple users on a site can be designated as Basic Members.

Change a member's role

1. Select People from the Administration bar.

2. Next to the person whose role you wish to change, select edit.

3. Select the role you wish to assign to that person: Administrator, Content editor or Basic member.

4. Select Save.

Change Site Owner

1. Select People from the Administration bar.

2. Next to your name, select Change owner.

3. Under User name select the WatIAM of the person you wish to make Site Owner.

4. Select Save.

Under Settings in UWaterloo Scholar you can delete Publications, as well as:

• add a Google Analytics Tracking ID

• configure your MailChimp mailing list

• set up ORCID integration

• select Publication citation styles

• clear the site cache

• manage taxonomy display

• decide settings for blog comments, links, and FAQs

• change events export settings

• manage site visibility

• configure SEO settings

• set a favicon

• set display settings

On your UWaterloo Scholar website, the site menu will always appear along the top of the homepage, underneath the site Title and Subtitle. You can add or remove items and rearrange this menu at any time.

Add and remove menu items

Add a menu item

1. From the Administration bar under Build select Menu.

2. On the menu page you will have a Primary Menu and a Hidden menu.

   1. Items in the Primary Menu will appear on the top level of your site menu.

   2. Items in the Hidden menu will not appear in the site menu but will still be available to users who have the URL or who find the page using a search engine.

3. Under Hidden select the cross-arrow on the left of the menu item you wish to add to the site menu. Drag and drop this item into place in the Primary Menu. Note that all items nested under the parent item will come along with it.

4. Select Save.

5. Return to your homepage to see the updated menu.

Remove a menu item

To remove items from the site menu, drag and drop a menu item from the Primary Menu to the Hidden menu and Save.

Rearrange menu items

To move a menu item, use the cross-arrows to the left of an item to drag and drop menu items into the desired order.

Taxonomy

Taxonomy is the practice of classifying content. Taxonomy gives your sites use of the organizational keywords known in other systems as categories or tags. It allows you to connect, relate and classify your website’s content.

In UWaterloo Scholar, these terms are gathered within “vocabularies.” The Taxonomy module allows you to create, manage and apply those vocabularies.

Taxonomy: The system for categorizing your website’s content
Vocabulary: A group of terms, i.e., Events
Term: A single word or phrase to describe the content, i.e., Conference

Create a vocabulary

1. Hover (don't click) mouse over menu item Build.

2. Select Taxonomy.

3. Select +Add vocabulary.

4. Enter a Name (required) and a Description (optional).

5. Select which Content types this vocabulary can be used to organize.

6. Select Required if every post created in the selected content type must be categorized in this vocabulary.

7. Select a Type for this vocabulary.

   1. Managed vocabularies must have all terms created in advance.

   2. Tags style vocabularies allow all terms to be created on the fly by any user creating or editing a post.

8. Select a Form element type to control how the vocabulary is displayed on the content type. The options are: 

   1. Autocomplete

   2. Select list

   3. Check boxes / Radio buttons

   4. Tree

9. Select the Max number of terms per post to control how many vocabulary terms can be applied to a single post.

10. Set the URL path settings for this vocabulary.

    1. Check Generate automatic URL alias to allow UWaterloo Scholar to create a URL pathway based on the Name of the vocabulary.

    2. Uncheck Generate automatic URL alias to create a custom URL pathway under URL alias.

Add terms to a vocabulary

Managed vocabulary

1. On the Taxonomy page select add terms next to the Vocabulary you wish to edit.

2. Enter a term Name (required).

3. Enter a Description (optional).

4. Set the URL path settings for this vocabulary.

   1. Check Generate automatic URL alias to allow UWaterloo Scholar to create a URL pathway based on the Name of the vocabulary.

   2. Uncheck Generate automatic URL alias to create a custom URL pathway under URL alias.

5. Select Save. You will see a created new term notification along the top of the page.

Tags style vocabulary

1. From the Administration bar under Content, select the content type that that the vocabulary was designated for, e.g., Event.

2. Scroll down to the Vocabularies field.

3. Start typing your tags. Make sure to separate different tags with a comma.

   1. If you start typing a tag you previously created in this vocabulary, it will appear in a drop down menu.

4. Save your content.

Taxonomy display

Tags be can be visible to or hidden from your users. To change the visibility of your tags:

1. Select Settings from the Administration bar.

2. Under Taxonomy check Display terms under content to make your tags visible to users. Uncheck this box to hide your tags from users.

3. Select Save.

In UWaterloo Scholar, Apps are the different content types available for your site. Apps can be:

• Public (available to be viewed by anyone)

• Private (available to be viewed by users who have logged into your website)

• Disabled (unavailable to everyone)

Change Apps settings

1. Hover (don't click) mouse over menu item Build.

2. Select Enable/Disable Apps.

3. To the right of the app/content type you wish to change, select Public, Private, or Disabled from the drop down menu.

4. Select Save.