Lewis & Clark LiveWhale Documentation

LiveWhale Basics

  • The Welcome page of the LiveWhale system provides an overview of the site, latest LiveWhale-related news, access to all groups you belong to, and displays a list of the most recently updated content.

    After logging into LiveWhale, you can go to the Dashboard from any page on your site by clicking the ‘LiveWhale CMS: Lewis and Clark’ link at the left of the control bar or click on the “Manage your content” link in the right side of the control bar.

    The dashboard is divided into seven sections.

    Dashboard

    1. Control Bar: The control panel is the black bar at the top of the page after you log into LiveWhale.
    2. Content Tabs: Each “tab” – Welcome, Pages, News, Events, Galleries, Forms and Blurbs – leads to its own pages containing the content of your site.
    3. Latest Updates: Contains announcements from LiveWhale and New Media.
    4. Libraries: Each link – Images, Files, Tags and Widgets – leads to libraries of content where you can upload, edit, share and place in your site.
    5. Search: Typing in this field and clicking the arrow will display content in your site containing your text.
    6. Notifications: Displays a list of activity in your group
    7. Recently Edited: Displays a list of recently edited item by you within LiveWhale.
  • You can choose to subscribe to any page. This means when someone edits a page, you will get an email notification. It’s easy to do:

    1. On the page you wish to subscribe to, log into LiveWhale by clicking on the “Editor Login” on the bottom right of the page
    2. You’ll get a LiveWhale login screen where you enter your username and password
    3. Back on the page, you’ll see the black toolbar at the top of the page. Click on Details.
    4. You can see a list of the current Editors of the page. To subscribe, simply click on “Subscribe to this page” and you’ll receive notifications whenever changes are made to that page.

    For example, I subscribe to every single course description page. Whenever a change is made on the page, I get a notification via my email inbox.

  • Keywords in LiveWhale are extra words you can add to pages and images to help search engines find your content. This especially comes in handy looking for content in LiveWhale.

    Keywords can be descriptive and use multiple word combinations. For example, a photo of Mt. Hood from the Lewis & Clark campus might use a string of keywords like, “nature, Portland, Lewis & Clark, snow on the mountaintop, scenic.”

    Think in terms of how a person would search using a service like Google.

  • Throughout the LiveWhale interface, a search bar appears near the upper righthand corner of the screen, labeled “Search”.

    image

    Type your search terms in this box and click the “Go” button.

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    Search results will be displayed in a list, with your search terms highlighted.

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    You may modify your search at any time using the options on the right hand side.

    • To adjust which content is searched, check off the boxes for searching your own content, content shared by others, and starred content only.
    • When searching content shared by others, an additional option will be provided to choose between all groups or a particular group.
    • To restrict search results by content type, use the checkboxes under “content types”.

    When you’ve found what you’re looking for, click the title of an item in your group to continue to the edit screen.

    If you are searching other groups’ content, an option will also be provided to make a link to or copy of matching content.

  • To log into LiveWhale, enter the address of the web site you want to generate content for, followed by “/livewhale”. For example, if your site is located at college.lclark.edu, you will find the LiveWhale login for at: http://college.lclark.edu/livewhale

    Simply type your @lclark username and password in the fields provided and then click “Sign in”.

    How to Log In

    Once logged in, you may click “Logout” at the top righthand corner of the screen to log back out.

    For security purposes, remember to not leave yourself logged in at an unattended computer, and avoid logging in on public terminals.

    Logging out of a page

    Here’s how to log out of LiveWhale from within LiveWhale.

    Log Out from LiveWhale

    You can also log into LiveWhale by clicking on the “Editor login” button at the bottom of any page on lclark.edu.

    Logging in from a Page

  • LiveWhale is a software that allows Lewis & Clark students, faculty and staff to post content to the college’s website.

    Who Built LiveWhale?

    While we at New Media have added a number of customizations for Lewis & Clark, the core of LiveWhale content management software was developed entirely by White Whale Web Services of Oakland, California.  More information can be found at http://www.livewhale.com.

  • Balloons appear on most manager screens and are used to rank items according to importance. Widgets on your web site will factor in the number of balloons an item has when determining the sort order of the list.

    Balloons will display to the right of items in manager lists. The more balloons, the higher the item appears in widget lists on your web site. Click the gray balloon to add more, and click on the red balloons to drop them back down in the list. When an item reaches the maximum ten balloons, it will become a gold balloon.

  • Switching between groups in LiveWhale is allowed only if you are an administrator, or if an administrator has assigned permission to switch to a particular set of groups.

    From the LiveWhale interface, the name of your group will appear next to your name at the top righthand corner of the screen.

    image

    Click the group title. A dropdown menu will appear in which you are able to select from any of the groups you can switch to.

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    Select the group you wish to switch to. You will switch into that group, retaining your same user identity. Upon switching, LiveWhale will try to take you to the same page you switched from.

Managing Content

Managing Web Pages

  • From the LiveWhale interface, click the “Pages” tab. Under the “Pages” tab, click the “Your Pages” link. This area is where you will create or edit your right-side navigation. (If the Pages tab does not appear and/or you cannot edit or create a navigation in the “Your Pages” page, the administrator has not assigned page editing permissions to you.)

    Creating a New Navigation

    If you have not yet created a navigation for your group, you will be prompted to create one for the first time.

    To create a new navigation:

    • Enter a title and a web-root relative path to the home directory of the navigation (containing pages to be added to this navigation). For example, the English department would use /english/.
    • Check the main navigation checkbox. Marking a navigation as the main navigation will ensure that it displays by default when clicking the “Pages” tab.
    • Click “Save these changes” to save your new navigation.

    The navigation screen previews your navigation similar to how it would display on the public web site. If you do not have permission to edit navigations, you will not be able to perform any edits on this page. To authorize a user for navigation editing, contact Lewis & Clark’s LiveWhale support team.

    Editing an Existing Navigation

    For users authorized to edit navigations, follow these steps:

    On the navigation screen, the navigation’s home directory, id, and edit details link (used to change the title or home directory) are listed along the top.

    One navigation per group is common. If your group requires more than one navigation, use the “create a new navigation” link to add one. If your group already has more than one navigation, a dropdown will appear, allowing you to switch between them.

    To add items to your navigation:

    • Click “Add a top-level page or link”.
    • Using the dropdown in the new navigation item entry, choose one of the following: link to an existing page in your navigation’s home directory, link to a different url (for example, on an external site), or add separator text (a non-linked menu divider).
    • Click the button to save your new item, and it will be added to the navigation.

    If you wish to add a new navigation item as a submenu item, beneath an existing one, click “Add sub-link” instead of “Add a top-level page or link”, next to the item that should contain your new entry, and follow the same steps.

    To rename a menu item, click the “Rename” link to the right of its title.

    To hide a menu item, click the “Hide” link to toggle its visibility.

    To remove a menu item entirely, click the “Remove” link.

    The reorder menu items, use the crosshairs icon to drag the menu item to its new position.

    Once your navigation contains menu items, you can use the collapse and expand all links to open and close the entire menu.

    When changes have been made to your navigation, a save button will appear allowing you to save your changes.

  • If you are accustomed to HTML editing or other text editing applications, you may find that the WYSIWYG toolbar provides an easier and faster way to create and edit your LiveWhale content. It allows you to enter content as you would in a Word document and apply formatting simply by clicking icons on a toolbar.

    Step-by-Step

    Select the text you wish to style, or place the cursor where you wish to insert an element, and then use the WYSIWYG buttons to perform the desired action.

    From left to right, these may include:

    • Bold text
    • Italicize text
    • Underline text
    • Add/edit link
    • Remove link
    • Style dropdown menu
    • Remove formatting
    • Unordered list
    • Ordered list
    • Table
    • Align left
    • Align right
    • Align center
    • Align full
    • Outdent
    • Indent
    • Undo
    • Redo
    • Edit HTML source
    • Insert image
    • Insert media
    • Insert widget

    Note that when you enter text into the editable field, all HTML formatting will be done for you. If you wish to enter raw HTML syntax, you must use the “Edit HTML source” button.

  • LiveWhale allows you to password directories easily.

    To password protect an existing directory, follow these steps:

    From the LiveWhale interface, click the “Pages” tab. (If the Pages tab does not appear, the administrator has not assigned page editing permissions to you.)

    Click the “File Browser” submenu. You will see a file system browser allowing you to navigate to the directory you wish to password protect.

    Once in the directory, click the “Password protect this directory” link.

    On the directory password page, any existing password protection in place is listed. To add an additional user/password login, click “Add new user” and fill in the username and password.

    Once all the usernames and passwords have been configured, click the save button.

  • To create a new directory, an administrator must first assign page and directory creation permissions to you.

    From the LiveWhale interface, click the “Pages” tab.

    Click the “File Browser” submenu. You will see a file system browser allowing you to navigate to the directory in which your new subdirectory should live.

    Once you’re in the directory where your new subdirectory should be, click the “Create a new subdirectory here” button. (If the button does not exist, an administrator has not assigned page creation permissions to you.)

    On the “Add Directory” screen, fill out the form to create a new directory.

    • Directory name should simply be the name of the new empty subdirectory being created. For example, “departments”.
    • If you wish to password protect this directory, check the box labeled “Password protect this directory” and fill out the username and password required for access.

    Click “Save and Return to Pages”.

  • From the LiveWhale interface, click the “Pages” tab. (If the Pages tab does not appear, the administrator has not assigned page editing permissions to you.)

    Click “create a new page” or if editing an existing page, find the page in the “File Browser.”

    Set optional description and keywords for the page. This will be added as a meta tag to the web page for improved indexing in search engines.

    Keywords Entry Field on Pages

  • From the LiveWhale interface, click the “Pages” tab. (If the Pages tab does not appear, the administrator has not assigned page editing permissions to you.)

    Click the “File Browser” submenu and navigate to the directory where the page lived.

    A yellow message will tell you how many deleted pages were found in this directory. Click “show deleted items” to view them.

    Each deleted page in this directory will be listed. You can preview what a deleted page looked like by clicking the preview link.

    The following options are available for each deleted page:

    • Update the file’s path: Click this if the page was externally moved (over FTP) and you simply wish to re-associate the stored revisions for a page with the newly named file.
    • Restore from last revision: Click this to re-create the web page using the last stored revision of the page.
    • Delete the record permanently: Click this to permanently delete all saved revisions of the deleted page. This will make it impossible to restore the deleted page in the future.

    To restore the page, click the “restore from last revision” link.

  • From the LiveWhale interface, click the “Pages” tab. (If the Pages tab does not appear, the administrator has not assigned page editing permissions to you.)

    Click the “File Browser” submenu. You will see a file system browser allowing you to navigate to the directory in which your new page should live.

    Once you’re in the directory where your new page should be, click the “Add a new page here” button. (If the button does not exist, an administrator has not assigned page creation permissions to you.)

    On the “Add Page” screen, fill out the form to create a new page.

    Use the tags field to tag the page.

  • Recently edited pages are listed in two places, for quick access to content you may be working on.

    On the welcome screen, recently edited pages are listed on the righthand side. Click the title of the page to jump to it. To view or edit the page details, click the details link. Or to view the history of changes made to the page, click the history link.

    The same view is available from the Pages tab:

    From the LiveWhale interface, click the “Pages” tab. (If the Pages tab does not appear, the administrator has not assigned page editing permissions to you.)

    Click the “Recently Edited” submenu.

  • From the LiveWhale interface, click the “Pages” tab. (If the Pages tab does not appear, the administrator has not assigned page editing permissions to you.)

    Click the “File Browser” submenu. You will see a file system browser allowing you to navigate pages within your group.

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  • LiveWhale widgets can be embedded inside any web page or any content type field that supports HTML. You may either embed a widget that’s already saved, using a WYSIWYG button, or you may manually enter widget syntax.

    Using a saved widget carries the additional benefit of being able to edit that saved widget at a future date, and having your change take effect on all instances of the widget automatically.

    To embed a saved widget, click in the WYSIWYG field where you’d like the widget to display, then click the widget button in the WYSIWYG toolbar (a gear icon). You may search your widget library using the search field provided, and limit results by widget type. Choose a widget by clicking on it, and then click “Insert this widget”.

    To instead enter widget syntax manually, simply use the “Edit HTML Source” button on the WYSIWYG toolbar for that field, and paste or type the widget code where desired.

    Source: LiveWhale Support

  • Any editable page can be turned into a template to create new pages from, simply by flagging it as such. (If a new template is being created from scratch outside of LiveWhale, it must satisfy the following criteria.)

    From the LiveWhale interface, click the “Pages” tab. (If the Pages tab does not appear, the administrator has not assigned page editing permissions to you.)

    If the page you’re looking for is in a navigation, click its title to view the page details screen. Otherwise, click the “File Browser” submenu, navigate to the page’s directory, and then click the name of the page. (Pages already flagged as a template will appear highlighted in the Browse page’s file listings.)

    From the page details screen, check the box labeled “Use this page as a template” to flag this page as a template.

    Note: If a page is not valid XHTML, it cannot be used as a template. In such cases, a warning will be displayed, preventing you from checking the template checkbox. This is designed to guard against XHTML markup errors spreading throughout the site. In most cases the errors can be easily resolved. Click the “Why?” link next to “Page is not valid XHTML” to view the errors that must be fixed before the page can be marked as a template.

    Click the “Save these changes” button.

  • To edit a page, you must first be logged into LiveWhale.

    • Once logged in, an editor toolbar will appear at the top of every page on your web site. If you have permissions (set by an administrator) to edit the page currently being viewed, you will see a link labeled “Edit This Page”.
    • Click “Edit This Page”.
    • Click inside any one of the predefined editable regions (which will be surrounded by a box) and make the desired edits.

    When clicking inside an editable region a WYSIWYG toolbar will appear at the top of the page, allowing you to set text styles, alignments, create hyperlinks, add images, and more.

    When you’ve finished making your page edits, click the “Save and publish” button. Your changes will be saved and go live immediately. If you wish to save a draft edit, so that you can return and resume work later without bringing the changes live, click “Save draft”. Upon returning to edit, you will be prompted whether you wish to resume editing the draft or edit the live copy.

    If you wish to show a preview of the drafted content to other users, whether they’re LiveWhale users or not, you can distribute the public preview url associated with any drafted revision, available on the page history screen.

    Note: If the web page you are editing is a detailed view of a content type item (a news story, event, etc.) and you have access to edit that item, you will get an additional “Edit this item” link in the editor toolbar providing quick access to edit the item in the backend administration interface.

  • To create a page from File Browser

    From the LiveWhale interface, click the “Pages” tab. (If the Pages tab does not appear, the administrator has not assigned page editing permissions to you.)

    You will see a file system browser allowing you to navigate to the directory in which your new page should live.

    image

    Once you’re in the directory where your new page should be, click the “Add a new page here” button. (If the button does not exist, an administrator has not assigned page creation permissions to you.)

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    On the “Add Page” screen, fill out the form to create a new page.

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    • Provide a page title. This is required.
    • Enter the file name within the path provided. Note: when typing the name of your page in the title, the Page URL will auto-fill with appropriate underscores (“_”) where there are spaces to make the URL friendly.image
    • Creating new web pages in LiveWhale requires the existence of templates to use as the basis for new page. Under “Choose template”, select the template you wish to use for your new page. (If no templates are available, see “Adding a page template”)
    • If you wish to clear the editable regions on your new page, check the box that says “Clear content from editable regions”. Otherwise, leave it unchecked, and you’ll be able to modify the content when editing your new page.
    • Set optional description and keywords for the page. This will be added as a meta tag to the web page for improved indexing in search engines.
    • Use the tags field to tag the page.
    • If you wish to receive a notification when this page is edited, check the box labeled “Subscribe to notifications about changes to this page”.
    • If you want LiveWhale to periodically send editors a reminder to update this page, check the checkbox labeled “Send editors a reminder to update this page”. Choose the schedule upon which you wish to be notified to update this page’s content from the dropdown (weekly, monthly, yearly). After choosing a schedule option, also choose the date to count from (for example, monthly from this Monday), as well as the users who should be notified. You may either choose “all editors for this page” to have the notification sent to all editors with access, or choose “an e-mail address” to specify a specific e-mail address to send to.

    To save the new page and return to the LiveWhale interface, click “Save these changes”. If you wish to edit your page right away, click “Save changes and view page”.

    To create a page from the navigation interface

    From the LiveWhale interface, click the “Pages” tab. (If the Pages tab does not appear, the administrator has not assigned page editing permissions to you.)

    Click the “Your Pages” link.

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    Click “Add a top-level page or link”. (If this link does not appear, the administrator has not assigned navigation editing permissions to you.)

    Click “create a new page”.

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    Fill out the form to create a new page.

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    • Provide a page title. This is required.
    • Enter the file name within the path provided.
    • Creating new web pages in LiveWhale requires the existence of templates to use as the basis for new page. Under “Choose template”, select the template you wish to use for your new page. (If no templates are available, see “Adding a page template”)
    • If you wish to clear the editable regions on your new page, check the box that says “Clear content from editable regions”. Otherwise, leave it unchecked, and you’ll be able to modify the content when editing your new page.
    • Set optional description and keywords for the page. This will be added as a meta tag to the web page for improved indexing in search engines.
    • Use the tags field to tag the page.
    • If this page should be used as a template, check the checkbox labeled “Use this page as a template”.

    Click “Create this page”. The new page will be added to your navigation automatically.

  • How do you embed a video in your LiveWhale pages, news stories, events, etc.? Follow these steps.


    1. You’ll be putting the file on a video server like YouTube or Vimeo. So you’ll probably need to create an account there. Important: use your department/office’s general email account (like english@ or safety@) rather than a personal one; that way if (gasp) you ever were to leave, your co-workers can still access the videos, right?

    2. These services have very straightforward links like “Click here to add a new video” that are fairly easy to understand. Upload your video there.

    3. Once your video is uploaded, the service (YouTube or Vimeo) will give you ways to link to the video and to embed it. The latter is what we are after here. We are looking for the embed code. It will start with “<object>” and end with “</object>” and have a whole lot of techy gibberish in between. Copy that and return to your own website, back at Lewis & Clark.

    4. Go to the page, news story, event, etc. where you want to embed the video. Begin to edit as you would normally, but take the extra step of clicking the HTML button on the right side of the editing tool bar.

    5. This pops up a little box with the HTML code for what you’re working on. Find where you want the video (often at the very end), and paste in the embed code from #3 above.

    6. Hit “update” to close the box. You are returned to the regular editing mode. Note that you will NOT YET see the video displayed, as we have not saved anything.

    7. Hit “save and publish,” and you are done. Your video is now live for the world to see.

  • Exploring text styles in the Lewis & Clark pages, news stories, events, etc. within the LiveWhale framework… The look and feel of these styles throughout the entire site is determined by a central cascading style sheet (CSS).

    Heading 1

    Only to be used for the top menu “Lewis & Clark” – admin use only.

    Heading 2

    Only to be used for main group names, for example the word “English” that goes atop the English department’s pages. It uses a large serifed font. On institutional pages, the color is green. On college pages, it is red. On grad school pages, it is orange. On law pages, it is blue.

    Heading 3

    Subpage titles or titles of main sections of content on a home page. This and lower heading styles use a sans-serifed font.

    Heading 4

    To title subsections within a “header 3” section.

    Heading 5

    To title subsections within a “header 4” section.

    Heading 6

    To title subsections within a “header 5” section.

    Normal “Paragraph” Text

    All your normal text within paragraphs (the basic text display within LiveWhale).

    A special note on accessibility:

    Semantically correct web pages not only help machines like search engines “understand” your content (improving search results) but more importantly, help users of accessibility software read your content more quickly and easily. Therefore, heading levels should be used to divide sections of content, and these headings should be in order: i.e., heading 5s under heading 4s, heading 4s under heading 3s, and so forth.

    Additional Styling:

    Bold text using the “B” in the edit toolbar.

    Italic text using the “I” in the toolbar.

    Underlined text using the “U” in the toolbar. This however is not recommended, as many users confuse it with links to other pages.

     

    Bullet and number lists:

    Lists can be a helpful way to break down information into bite-sized pieces, improving visual clarity. They are not however to be used for dividing sections (for those you should the Headings mentioned above).

    Sample Bullet List

    • Item one
      • subitem one-a (done with highlighting this item and hitting the indent button)
      • subitem one-b (done with highlighting this item and hitting the indent button)
    • Item two
    • Item three

    Sample Number List

    1. Item one
    2. Item two
      1. subitem two-a
      2. subitem two-b
    3. Item three
  • An overview of page and directory deletion

    To delete one of your pages and subdirectories requires only a couple of clicks.  

    First, log into LiveWhale and click on Pages for your browser view.

    Next, navigate through the browser to the subdirectory or page you wish to delete.

    For removing a directory:

    On the right side of the screen, click on “Delete this directory” in dark grey.

    This will delete both the folder and all of the folder’s contents (including pages or subdirectories).

    For removing just a page:

    (a) Click on the page’s name to go to the Edit Page Details screen.

    (b) On the right side of the screen, click on “Delete this page” in dark grey.

    Adapted from: http://support.livewhale.com/live/news/114-deleting-a-page

  • In the Pages section of the LiveWhale control panel, you will see four subsections, including one called “Your Pages.”

    This subsection is based on navigation. Each group can have one or more navigation menus, which can be deployed by New Media on your web site with a navigation widget, in place of your current righthand nav, if you would like.

    The nav screen is just a WYSIWYG tree builder, which lets you add your pages and external links.

    Note: Pieces of this functionality are under construction (Aug 2010).

  • Pages management in the control panel
    The Pages section of the LiveWhale control panel has been reworked for version 1.4 and now has four sections (i.e. submenus) listed below:

    1. “File Browser”
      The default view is the page/directory browser that was there before, albeit with various improvements.
    2. “Your Pages”
      This view is now based on navigation. Each group can have one or more navigation menus, which can be deployed by New Media on your web site with a navigation widget, in place of your current righthand nav. The nav screen is just a WYSIWYG tree builder, which lets you add your pages and external links.
    3. “Recently Edited”
      This replaces “Your Pages,” and shows a list of pages you’ve been working on for quick access.
    4. “Navigations”
      This is where you can manage your group’s navigations. In most cases, we expect a group will only have one nav. A navigation consists of a title and a top-level directory from which you can add pages to your nav.
  • You can “watch” a page and LiveWhale will inform you when it gets updated.

    Once you are logged into LiveWhale, go to the page you wish to watch and click on Page Details in the top blue bar.

     

  • How to be notified if your page content is out of date.

    From the LiveWhale interface, click the “Pages” tab. (If the Pages tab does not appear, the administrator has not assigned page editing permissions to you.)

    If the page you’re looking for is in a navigation, click its title to view the page details screen. Otherwise, click the “File Browser” submenu, navigate to the page’s directory, and then click the name of the page.

    On the page details screen, check the checkbox labeled “Send editors a reminder to update this page”. Choose the schedule upon which you wish to be notified to update this page’s content from the dropdown (weekly, monthly, yearly). After choosing a schedule option, also choose the date to count from (for example, monthly from this Monday), as well as the users who should be notified. You may either choose “all editors for this page” to have the notification sent to all editors with access, or choose “an e-mail address” to specify a specific e-mail address to send to.

    If you wish to add additional scheduled notifications, click “Add another…” Click “Save these changes”.

    Note that content notifications will be e-mailed to you if you have opted to receive notifications by e-mail. (See “Receiving e-mail notifications”.)

    When browsing directories in the file browser, a flag will also appear next to any page with outdated content.

  • LiveWhale Pages are one of the main ways (along with News and Events) we put information online at Lewis & Clark.  Pages are based on a template system in which you create or edit your content with standard containers.

    The majority of our pages consist of one of three templates. The first two templates give you the choice of a page with or without a photocolumn.

    1. Basic (basic.php)
    2. Basic (no photocolumn) (basic-wide.php)
    3. Basic Home Page (basic-home.php)
  • Adapted from Support.LiveWhale.net:

    • From the LiveWhale page editing interface, insert your cursor in an editable region where you wish to place the image.
    • Click the image icon on the page editor WYSIWYG toolbar. This will bring up a list of the images currently uploaded in your LiveWhale group.
    • Find the image you wish to add by searching for it in the “Find images by keyword” box.
    • Select the image or images you wish to add as they appear in the left column. Doing so will add them to the right column for insertion into your web page. To undo this action, uncheck the image you have selected on the left.
    • Once the right column contains the image(s) you wish to insert, choose a width or height for the image, as well as an alignment. You may also provide alt text for the image.
    • When done, click the “Insert image” button.

    The image(s) will be inserted into the editable field on your page.

    To save the changes for the page, click the “Save Changes” button.

    Note: If you wish to change or resize the image later, simply double click on it and the insert image screen will reappear with the image you’ve inserted ready for editing.

    See also image troubleshooting.

  • From the front-end

    On the LiveWhale page editor toolbar, click “Details”. (If you do not have a “Details” link, an administrator has not given you permission to edit the currently viewed page.)

    Click “Edit page details” in the Details dropdown.

    Enter your new page title.

    Click “Save Changes” to save or “Cancel and close” to close.

Managing News

  • News imported from a feed is copied into your group and behaves like any other news story in the system.
    • From the LiveWhale interface, click the “News” tab. (If the News tab does not appear, the administrator has not assigned the news module to you.)
    • Click the “Import From Feed” link beneath the tab bar.
    • To list news in a feed, enter the feed url in the text field labeled “Enter a feed url” and click the “Go” button.

    If feeds have been recently entered, they will appear in a box labeled “Recent Feeds” which can be clicked on for a shortcut to list news from that feed.

    If a valid feed is entered, the feed’s contents will be listed with their linked headline, date, and summary.

    Check off the news items you wish to import. Select “Link to stories” from the “With checked items…” dropdown menu and then click the “Go” button. The stories you selected will be imported. Use the “select all” link to select all items in the list.

    The news manager is divided into sections, accessible by the links beneath the tab bar: News, Archive, Import From Feed, and Find News.

    For information on managing news, please see “Managing news”.

    For information on the news archive, please see “Managing archived news”.

    For information on the Find News feature, please see “Finding shared news”.

  • From the LiveWhale interface, click the “News” tab. (If the News tab does not appear, the administrator has not assigned the news module to you.)

    Find the news story you wish to edit and click it.

    Find and click the link labeled “Restore from earlier version” above the status menu near the upper righthand corner of your screen.

    Choose the revision you wish to restore by selecting its date and time from the dropdown menu labeled “Choose a revision…” then click the “Load revision” button.

    The content from the chosen revision will be loaded into the fields on this page.

    You now have a chance to make any modifications necessary.

    When done, click the “Save this story” button to save your changes.

    • From the LiveWhale interface, click the “News” tab. (If the News tab does not appear, the administrator has not assigned the news module to you.)
    • If you are adding a news story, click “Add a New Story”, otherwise find the news story you wish to edit and click it.
    • Whether adding or editing a news story:
    • Fill out the form with the relevant information for your story.
    • Tag the story with any relevant tags. Tags help sort and classify news so that it can be directed to the proper location on your web site. You can click in the field labeled “Tag this story” and type a keyword; tags will be suggested to you. If you are unsure what tags are available in your group, click “Show all tags” to display them all and select the relevant ones.
    • When done, click the “Save this story” button.

    Source: LiveWhale Support

  • From the LiveWhale interface, click the “News” tab. (If the News tab does not appear, the administrator has not assigned the news module to you.)

    Find the story (or stories) you wish to delete in the list and check the box next to it.

    Choose “Delete” from the dropdown menu, and click “Go”.

    Note: The selected item(s) will be removed from the system. This action cannot be undone!

    You may also delete the item from the news edit screen:

    From the news manager, find the story you wish to delete and click it.

    Click the “Delete” link on the right side of the screen. You will be prompted to confirm this action.

  • From the LiveWhale interface, click the “News” tab. (If the News tab does not appear, the administrator has not assigned the news module to you.)

    If you are adding a news story, click “Add a New Story”, otherwise find the news story you wish to edit and click it.

    Whether adding or editing a news story:

    Fill out the form with the relevant information for your story.

    • Enter a headline for the story.
    • If this content is especially important and you wish to flag it as such on your web site, click the star in the section labeled “Star content” in order to highlight it. By default this content will be shareable. If you wish to make it non-shareable, click the globe labeled “Share content” to un-highlight it.
    • Enter a brief summary describing the story. This will also appear in the meta description tag when viewing a news story’s details.
    • If the story should contain a full article body, enter it in the text field labeled “Story body”. If your story should link to an external article, click “link to another page” and then enter the story url and source (for example: New York Times). External urls will be validated upon save.
    • If you wish to suggest this content to other groups, select those groups under the section called “Suggest this item to the following groups”.
    • Tag the story with any relevant tags. Tags help sort and classify news so that it can be directed to the proper location on your web site. You can click in the field labeled “Tag this story” and type a keyword; tags will be suggested to you. If you are unsure what tags are available in your group, click “Show all tags” to display them all and select the relevant ones.
    • If you wish to allow public comments on this story, click the checkbox labeled “Allow users to post comments”. When comments are posted, users are asked to identify themselves. Only logged-in LiveWhale users can see this identification, and can hide comments containing questionable content. Once comments are posted, you can manage them from the news editor for this story.
    • Scroll back up and find the status menu at the top righthand corner of the screen. Choose the status for this story. “Live” will publish the story immediately. “Hidden” will hide it from the web site until you are ready to publish it. “Scheduled for…” will allow you to select a “go-live” date and time when the story should go live and publish itself. If your group contains news reporters, the “To Reporters” and “From Reporters” will allow you to send and receive news stories to these users.
    • Beneath the status menu is a second dropdown menu allowing you to flag the story as archived or give it an expiration date. If the story is not archived, select “not archived”. If it should be placed in the archive, select “archived”. If you wish to specify an expiration date after which the story will be archived automatically, select “set to expire on…” and choose an expiration date and time.
    • If you are editing an existing story, you will also see a “Delete” link next to the status, allowing you to delete this story.
    • If you are editing an existing story, you will also see a “Restore from earlier version” link above the status menu. Clicking this will allow you to select an earlier revision of the news story, by date, and restore the content from that revision.
    • Under the section labeled “Story date”, enter the date of this news story.
    • Under the section labeled “Images” you may attach images to this news story. Images are taken from your group’s image library. To choose an existing image from your image library, click “Select from your image library”. If you want to upload a new image to attach to this news story, click “Add images from your computer”. Newly uploaded images will be added to the image library and attached to this news story. Alternatively, you may attach an existing gallery to this story by clicking “Use an existing gallery”.
    • Under the section labeled “Related content”, use the search box provided to attach any relevant related content to this news story. What kinds of content can be added depends on what modules are installed on your system and what kinds of content are available.
    • Specify any relevant contact info for this news story. If default contact info is specified for your group, this info will be suggested by default. If you enter an e-mail address but do not make it a “mailto” link, this will be done automatically for you.

    When done, click the “Save this story” button.

  • From the LiveWhale interface, click the “News” tab. (If the News tab does not appear, the administrator has not assigned the news module to you.)

    image

    Click “Add a New Story”

    imageFill out the form with the relevant information for your story.

    • Enter a headline for the story.
    • If this content is especially important and you wish to flag it as such on your web site, click the star in the section labeled “Star content” in order to highlight it. By default this content will be shareable. If you wish to make it non-shareable, click the globe labeled “Share content” to un-highlight it.
    • Enter a brief summary describing the story. This will also appear in the meta description tag when viewing a news story’s details.
    • If the story should contain a full article body, enter it in the text field labeled “Story body”. If your story should link to an external article, click “link to another page” and then enter the story url and source (for example: New York Times). External urls will be validated upon save.
    • If you wish to suggest this content to other groups, select those groups under the section called “Suggest this item to the following groups”. For more information about sharing, see “Sharing your content with other groups”.
    • Tag the story with any relevant tags. Tags help sort and classify news so that it can be directed to the proper location on your web site. You can click in the field labeled “Tag this story” and type a keyword; tags will be suggested to you. If you are unsure what tags are available in your group, click “Show all tags” to display them all and select the relevant ones.
    • If you wish to allow public comments on this story, click the checkbox labeled “Allow users to post comments”. When comments are posted, users are asked to identify themselves. Only logged-in LiveWhale users can see this identification, and can hide comments containing questionable content. Once comments are posted, you can manage them from the news editor for this story.
    • Scroll back up and find the status menu at the top righthand corner of the screen. Choose the status for this story. “Live” will publish the story immediately. “Hidden” will hide it from the web site until you are ready to publish it. “Scheduled for…” will allow you to select a “go-live” date and time when the story should go live and publish itself. If your group contains news reporters, the “To Reporters” and “From Reporters” will allow you to send and receive news stories to these users.
    • Beneath the status menu is a second dropdown menu allowing you to flag the story as archived or give it an expiration date. If the story is not archived, select “not archived”. If it should be placed in the archive, select “archived”. If you wish to specify an expiration date after which the story will be archived automatically, select “set to expire on…” and choose an expiration date and time.
    • Under the section labeled “Story date”, enter the date of this news story.
    • Under the section labeled “Images” you may attach images to this news story. Images are taken from your group’s image library. To choose an existing image from your image library, click “Select from your image library”. If you want to upload a new image to attach to this news story, click “Add images from your computer”. Newly uploaded images will be added to the image library and attached to this news story. Alternatively, you may attach an existing gallery to this story by clicking “Use an existing gallery”. (See “Attaching an image to a news story” for more information.)
    • Under the section labeled “Related content”, use the search box provided to attach any relevant related content to this news story. What kinds of content can be added depends on what modules are installed on your system and what kinds of content are available.
    • Specify any relevant contact info for this news story. If default contact info is specified for your group, this info will be suggested by default. If you enter an e-mail address but do not make it a “mailto” link, this will be done automatically for you.

    When done, click the “Save this story” button.

  • From the LiveWhale interface, click the “News” tab. (If the News tab does not appear, the administrator has not assigned the news module to you.)

    Find the news story you wish to edit and click it.

    Under the section labeled “Images” you may attach images to this news story. Images are taken from your group’s image library.

    To choose an existing image from your image library, click “Select from your image library”. This will open an interface allowing you to search for and select images to attach to this news story. Enter your search terms in the text field labeled “Find images by keyword” and the resulting images will display. You may restrict results by date using the dropdown menu. Images shared from other groups will be labeled as such. Select or deselect images by clicking on them in this list. Selected images will appear in the box on the right side where you may enter an optional caption. When done, click “Done making changes”.

    If you want to upload a new image to attach to this news story, click “Add images from your computer”. Select the images you wish to upload. When they have finished uploading, you will have the opportunity to enter a title and keywords for each image. When done, click “Add images to library”. Newly uploaded images will be added to the image library and attached to this news story.

    If you want to attach an existing gallery to this story, click “Use an existing gallery”. Enter your search terms in the text field labeled “Find galleries by keyword” and the resulting galleries will display. Click on the gallery you wish to use and select “Select this gallery”.

    Note: Once an image has been attached, you can customize the thumbnail that will be used by this story. To do so, navigate to the image that you wish to create the thumbnail from, then click the “Use this image for this story’s thumbnail” button. Select the portion of the image you want to generate the thumbnail from and click “Use This Thumbnail”. 

Managing Events

  • From the LiveWhale interface, click the “Events” tab. (If the Events tab does not appear, the administrator has not assigned the events module to you.)

    From either the month view or list view (accessible with the links beneath the tab bar), find the event you wish to edit and click it.

    Under the section labeled “Images” you may attach images to this event. Images are taken from your group’s image library.

    To choose an existing image from your image library:

    • Click “Select from your image library”. This will open an interface allowing you to search for and select images to attach to this event.
    • Enter your search terms in the text field labeled “Find images by keyword” and the resulting images will display. You may restrict results by date using the dropdown menu.

    Images shared from other groups will be labeled with a globe icon. If you want to filter out images shared from other groups, uncheck the box labeled “Include shared images”.

    Select or deselect images by clicking on them in this list. Selected images will appear in the box on the right side where you may enter an optional caption. When done, click “Done making changes”.

    If you want to upload a new image to attach to this event:

    • Click “Add images from your computer”. Select the images you wish to upload.
    • Enter a title and keywords for each image after they finish uploading.
    • When done, click “Add images to library”. Newly uploaded images will be added to the image library and attached to this event.

    If you want to attach an existing gallery to this event:

    • Click “Use an existing gallery”.
    • Enter your search terms in the text field labeled “Find galleries by keyword” and the resulting galleries will display.
    • Click on the gallery you wish to use and select “Select this gallery”.

    Note: Once an image has been attached, you can customize the thumbnail that will be used by this event. To do so, navigate to the image that you wish to create the thumbnail from, then click the “Use this image for this event’s thumbnail” button. Select the portion of the image you want to generate the thumbnail from and click “Use This Thumbnail”.

  • When you wait in front of the flatscreen digital TV screens around campus, you will see the next 20 local events (give or take a few, depending on an individual screen’s set up) that have been added to the LiveWhale content management system. 

  • When you add a new event in LiveWhale, it automatically appears in two places: 1) your group’s event pages and 2) the central calendar.

    But how can you get your events to also display on the flatscreen digital TV screens across campus?

    To post your event on the digital screens, you need to fill out one extra field in LiveWhale. In addition to the location, you should plot your event on a map. As long as you plot the event locally, it will appear on the screen. (The screens are not intended to give a picture of everything that is happening, like the central calendar, but merely Portland events; we do not want them to show LC-related activities in Tokyo, Seattle, etc.)

    For example:
    Say you make an event and type in the location as “Miller 101.” You will see in the field “Plot this event on a map?” that a new line has appeared: “Map this to Miller Hall?” Click Okay, save it, and your event will be sent to the screens.

     

  • From the LiveWhale interface, click the “Events” tab. (If the Events tab does not appear, the administrator has not assigned the events module to you.)

    • Find the event you wish to edit and click it.
    • Find and click the link labeled “Restore from earlier version” above the status menu near the upper righthand corner of your screen.
    • Choose the revision you wish to restore by selecting its date and time from the dropdown menu labeled “Choose a revision…” then click the “Load revision” button.

    The content from the chosen revision will be loaded into the fields on this page.

    You now have a chance to make any modifications necessary.

    When done, click the “Save this event” button to save your changes.

  • Events imported from an RSS feed are copied into your group and behave like any other events in the system.

    • From the LiveWhale interface, click the “Events” tab. (If the Events tab does not appear, the administrator has not assigned the events module to you.)
    • Click the “Import From RSS” link beneath the tab bar.
    • To list events in an RSS feed, enter the RSS feed url in the text field labeled “Enter a feed url” and click the “Go” button.

    If feeds have been recently entered, they will appear in a box labeled “Recent Feeds” which can be clicked on for a shortcut to list events from that feed.

    If a valid feed is entered, the feed’s contents will be listed with their linked title, date, and summary.

    Check off the events you wish to import. Select “Copy as link” from the “With checked items…” dropdown menu and then click the “Go” button. The events you selected will be imported. Use the “select all” link to select all items in the list.

    The events manager is divided into five sections, accessible by the links beneath the tab bar: Month View, List View, Registrations, Import From iCal, and Import From RSS.

  • From the LiveWhale interface, click the “Events” tab. (If the Events tab does not appear, the administrator has not assigned the events module to you.)

    If you are adding an event, click “Add a New Event”, otherwise find the event you wish to edit (from either month or list view) and click it.

    Whether adding or editing a event:

    Fill out the form with the relevant information for your event.

    Tag the event with any relevant tags. Tags help sort and classify events so that they can be directed to the proper location on your web site. You can click in the field labeled “Tags” and type a keyword; tags will be suggested to you. If you are unsure what tags are available in your group, click “Show all tags” to display them all and select the relevant ones.

    When done, click the “Save this event” button.

    Note that when editing repeating events, you will have the option to save changes to the entire series of events, change this and all following events in the series, or change only this event.

    Read “What is Tagging?” for more information on tags.

    Source: LiveWhale Support

  • Events imported from an iCal feed are copied into your group and behave like any other events in the system.

    • From the LiveWhale interface, click the “Events” tab. (If the Events tab does not appear, the administrator has not assigned the events module to you.)
    • Click the “Import From iCal” link beneath the tab bar.
    • To list events in an iCal feed, enter the iCal feed url in the text field labeled “Enter a feed url” and click the “Go” button.

    If feeds have been recently entered, they will appear in a box labeled “Recent Feeds” which can be clicked on for a shortcut to list events from that feed.

    If a valid feed is entered, the feeds contents will be listed with their linked title, date, and summary.

    Check off the events you wish to import. Select “Copy” from the “With checked items…” dropdown menu and then click the “Go” button. The events you selected will be imported. Use the “select all” link to select all items in the list.

    The events manager is divided into five sections, accessible by the links beneath the tab bar: Month View, List View, Registrations, Import From iCal, and Import From RSS.

  • When events are flagged as allowing registrations (see “Registering for events”), these registrations will be collected and become manageable in LiveWhale.

    • From the LiveWhale interface, click the “Events” tab. (If the Events tab does not appear, the administrator has not assigned the events module to you.)
    • Click the “Registrations” link beneath the tab bar.
    • The manage event registrations screen has a “Show” dropdown menu that will allow you to find events occurring at specific times (next 30 days, last 30 days, etc.)
    • Once you find the event you are looking for, its title, date, and number of registrants will be displayed.
    • Click the title of the event to view the list of registrants.

    The registrant list will display the total number of people expected to attend, as well as the total number of registrants marked as having attended the event.

    Each registrant is listed with their name, status, e-mail, phone, and any comments they might have added when signing up.

    To edit any of these attributes, click the name of the registrant, make the necessary modifications, and click the “Save this registrant” button.

    Registrants’ status can be changed using the checkbox next to their name. Check the box next to the registrants you wish to perform a bulk action on. Using the “With checked items…” menu the following actions can be applied: Cancel Registration, Re-confirm Registration (if previously canceled), Delete Registration, Mark as ATTENDED, and Mark as DID NOT ATTEND.

    Printable lists of registrants are available by clicking the “Printable List of Registrants” link at the bottom of the page.

    Source: http://support.livewhale.com/live/news/90-managing-event-registrations

  • From the LiveWhale interface, click the “Events” tab. (If the Events tab does not appear, the administrator has not assigned the events module to you.)

    There are two views from which events can be managed; the month view and the list view.

    From left to right, each event displays:

    • A checkbox allowing you to select multiple events and perform bulk actions from the “With checked items…” dropdown menu. Available actions include: delete, remove tags, add star, remove star, share, unshare, set status, and add tag. Check the checkbox next to the events you wish to apply an action to, then select the desired action from this menu and click the “Go” button. Use the “select all” link to select all items in the list.
    • A star. Click on the star to flag the event as important. These items can optionally be highlighted on your web page, or you may choose to only display starred events with your widget.
    • The status menu. If you wish to change the status of events, select the appropriate status here. “Live” will publish the event immediately, “Hidden” will hide the item from your web site until you are ready to publish it.
    • The event title. Click the title to edit the event.
    • If the event is tagged, a list of these tags will appear beside it. Clicking a tag will tell the events manager to only show events with that tag.
    • Beneath the event is its date.
    • Use the preview link to preview this item as it will appear on the public web site.

    When certain elements are modified (such as event status), a message saying “Your changes to this page have not been saved” will be displayed. Click the “Save These Changes” button to save the changes you have made.

    If an event is a link to an external page, it will display a small link icon before the title. If the link appears to be broken, the link will display broken and highlighted in red.

    If the event repeats, it will display a small repeating event icon before the title.

    To add a new event, click the “Add a New Event” link.

    A “Show by date” dropdown menu is available to display events occurring at different times (next 30 days, last 30 days, etc.)

    A “Show by tag” dropdown menu is also available to display events tagged with the selected item.

    The events manager is divided into five sections, accessible by the links beneath the tab bar: Month View, List View, Registrations, Import From iCal, and Import From RSS.

    Source: LiveWhale Support

  • From the LiveWhale interface, click the “Events” tab. (If the Events tab does not appear, the administrator has not assigned the events module to you.)

    There are two views from which events can be managed; the month view and the list view.

    The month view displays events in your group in a familiar grid display.

    From this display, you can navigate month to month by clicking the previous and next month titles beside the calendar.

    To view events in list view for any date, click the numeric date for the desired day.

    Events can be clicked to proceed to the edit screen.

    Source: LiveWhale Support

  • From the LiveWhale interface, click the “Events” tab. (If the Events tab does not appear, the administrator has not assigned the events module to you.)

    If you are adding an event, click “Add a New Event”, otherwise find the event you wish to edit (from either month or list view) and click it.

    Whether adding or editing a event:

    Fill out the form with the relevant information for your event.

    • Enter the event title.
    • If this content is especially important and you wish to flag it as such on your web site, click the star in the section labeled “Star content” in order to highlight it. By default this content will be shareable. If you wish to make it non-shareable, click the globe labeled “Share content” to un-highlight it.
    • Select the start and end times, where applicable. If this is an all-day event, check the box labeled “All Day”. If this event should repeat on a schedule, select the schedule from the dropdown labeled “Repeat this event”.
    • Enter a brief summary describing the event. This will also appear in the meta description tag when viewing an event’s details.
    • If the event should contain a full description text, enter it in the text field labeled “Event description”. If your event should link to an external event resource, click “link to another page” and then enter the event url and source (for example: Event Calendar). External urls will be validated upon save.
    • Enter the event location if there is one.
    • If your event has a location, you may plot it on a map. If your LiveWhale installation already has preset locations, you may begin typing into the space provided and locations will be suggested to you. If you cannot find an appropriate location, you may click “add a new Place”. When adding a new place, you must provide a title and address. (For more information on managing places, please read “Managing Places”.)
    • If you wish to suggest this content to other groups, select those groups under the section called “Suggest this item to the following groups”. For more information about sharing, see “Sharing your content with other groups”.
    • If you wish to allow public comments on this event, click the checkbox labeled “Allow users to post comments”. When comments are posted, users are asked to identify themselves. Only logged-in LiveWhale users can see this identification, and can hide comments containing questionable content. Once comments are posted, you can manage them from the events editor for this event.
    • Scroll back up and find the status menu at the top righthand corner of the screen. Choose the status for this event. “Live” will publish the event immediately. “Hidden” will hide it from the web site until you are ready to publish it.
    • If you are editing an existing event, you will also see a “Delete” link next to the status, allowing you to delete this event. (See “Deleting an event” for more information.)
    • If you are editing an existing event, you will also see a “Restore from earlier version” link above the status menu. Clicking this will allow you to select an earlier revision of the event, by date, and restore the content from that revision. (See “Restoring an earlier revision of an event”) for more information.
    • Check off any relevant categories that the event belongs to. Categories broadly define what type of event this is.
    • Tag the event with any relevant tags. Tags help sort and classify events so that they can be directed to the proper location on your web site. You can click in the field labeled “Tags” and type a keyword; tags will be suggested to you. If you are unsure what tags are available in your group, click “Show all tags” to display them all and select the relevant ones.
    • Under the section labeled “Images” you may attach images to this event. Images are taken from your group’s image library. To choose an existing image from your image library, click “Select from your image library”. If you want to upload a new image to attach to this event, click “Add images from your computer”. Newly uploaded images will be added to the image library and attached to this event. Alternatively, you may attach an existing gallery to this event by clicking “Use an existing gallery”. (See “Attaching an image to an event” for more information.)
    • Under the section labeled “Related content”, use the search box provided to attach any relevant related content to this event. What kinds of content can be added depends on what modules are installed on your system and what kinds of content are available.
    • If this event requires registration, check the box labeled “Allow site visitors to register for this event”. For more information on event registration, please see “Registering for an event”.
    • Specify any relevant contact info for this event. If default contact info is specified for your group, this info will be suggested by default. If you enter an e-mail address but do not make it a “mailto” link, this will be done automatically for you.

    When done, click the “Save this event” button.

    Note that when editing repeating events, you will have the option to save changes to the entire series of events, change this and all following events in the series, or change only this event.

    • From the LiveWhale interface, click the “Events” tab. (If the Events tab does not appear, the administrator has not assigned the events module to you.)
    • Find the event (or events) you wish to delete in the list and check the box next to it.
    • Choose “Delete” from the dropdown menu, and click “Go”.

    Note: The selected item(s) will be removed from the system. This action cannot be undone!

    You may also delete the item from the event edit screen:

    From the events manager, find the event you wish to delete and click it.

    Click the “Delete” link on the right side of the screen. You will be prompted to confirm this action.

Managing Images

  • The Keywords entry field in Edit Image page in LiveWhale.

    From the LiveWhale interface, click the “Images” link at the upper righthand corner of the screen.

    If you are adding an image, click “Add a New Image”, otherwise find the image you wish to edit and click its title.

    Whether adding or editing a image:

    Fill out the form with the relevant information for your image.

    Choose any relevant keywords for this image, so that it can be found in searches. Keywords should be separated by either commas or spaces.

    Source: LiveWhale Support

  • From the LiveWhale interface, click the “Images” link at the upper righthand corner of the screen.

    Click “Bulk Add Files” to add multiple files from your computer.

    Source: LiveWhale Support

  • From the LiveWhale interface, click the “Images” link in the upper righthand corner of the screen.

    Find the image (or images) you wish to delete in the list and check the box next to it.

    Choose “Delete” from the dropdown menu, and click “Go”.

    Note: The selected item(s) will be removed from the system. This action cannot be undone!

    You may also delete the item from the image edit screen:

    From the images manager, find the image you wish to delete and click it.

    Click the “Delete” link on the right side of the screen. You will be prompted to confirm this action.

  • Image file formats

  • Usually, images are added to content via the WYSIWYG toolbar, but occasionally you will find it helpful to upload images to the Image Library for use on many pages. 

    From the LiveWhale interface, click the “Images” link at the upper righthand corner of the screen.

    If you are adding an image, click “Add a New Image”, otherwise find the image you wish to edit and click its title.

    Whether adding or editing a image:

    Fill out the form with the relevant information for your image.

    • Enter the title of the image.
    • If this content is especially important and you wish to flag it as such on your web site, click the star in the section labeled “Star content” in order to highlight it. By default this content will be shareable. If you wish to make it non-shareable, click the globe labeled “Share content” to un-highlight it.
    • Choose any relevant keywords for this image, so that it can be found in searches. Keywords should be separated by either commas or spaces.
    • Choose a default caption for your image if there is one.
    • Enter a photo credit if applicable.
    • Tag the image with any relevant tags. Tags help sort and classify images so that they can be directed to the proper location on your web site. You can click in the field labeled “Tags” and type a keyword; tags will be suggested to you. If you are unsure what tags are available in your group, click “Show all tags” to display them all and select the relevant ones.
    • If you are editing an existing image, you will also see a “Delete” link near the upper righthand corner of the screen, allowing you to delete this image. (See “Deleting an image” for more information.)
    • If you are editing an existing image, you will also see a “View full image” link beneath the delete link, allowing you to preview the full-sized image.
    • If adding a new image, under the section labeled “Upload a new image”, choose a file to upload. If you are editing an existing download, this section is labeled “Replace with file”, and choosing a file here can be used to replace the existing image with a new version.

    When done, click the “Save this image” button.

    Note: If an image is uploaded without a title, caption, or credit and any of that information is found encoded within the image’s IPTC metadata, the metadata field values will be used automatically.

    Also, if an image contains EXIF orientation metadata (such as an image taken in portrait mode), LiveWhale will automatically rotate the image to the correct orientation upon upload.

    Source: LiveWhale Support

  • Go to http://kb2.adobe.com/cps/155/tn_15507.html to make sure you have the latest and greatest version of the Flash Player plugin for your browser.

    It enables your browser to talk to your PC to do things like upload new images and files.

  • From the “Manage Your Content” control center, click the “Galleries” tab. (If the Galleries tab does not appear, New Media has not assigned the galleries module to you. Contact us to get it added.)

    Find the gallery you wish to edit and click it.

    Under the section labeled “Images” you may attach images to this gallery. Images are taken from your group’s image library.

    To choose an existing image from your image library, click “Select from your image library”. This will open an interface allowing you to search for and select images to attach to this gallery. Enter your search terms in the text field labeled “Find images by keyword” and the resulting images will display. Select or deselect images by clicking on them in this list. Selected images will appear in the box on the left side where you may enter an optional caption or reorder the images in the gallery.

    If you want to upload a new image to attach to this gallery, click “Add new images from your computer”. Select the images you wish to upload. When they have finished uploading, you will have the opportunity to enter a title and keywords for each image. When done, click “Add images to library”. Newly uploaded images will be added to the image library and attached to this gallery.

     

    [From: http://support.livewhale.net/support.php?id=101]

  • LiveWhale can group together images into what it calls galleries.  These can be used in different ways in different places on your website. 

    First off, what is a LiveWhale gallery and how do you add a new one? Most of you can see the “galleries” tab with you log into the Manage Your Content control center.  Clicking that tab takes you to the Manage Galleries page. 

    Galleries in the News and Events

    You can add images to your LiveWhale News and Events via the Images box on the right side of the News or Events edit screens.  These can be individual images or groups of images (i.e., galleries).  When adding galleries, you will find the end result has the first image is displayed on the upper right of your story or event (with the optional caption at the bottom) and left-and-right navigational arrows to take you through the photos you have placed in the gallery (with “image x of y”).  I have placed a demo gallery in this news story as an example; see it on the right?

    Galleries in a Page: Image Rotators

    With a little help from New Media, you can turn one of your galleries into a Image Rotator.  In this type of slideshow, a photo is prominently displayed (with its optional caption at its base in a gray bar) and other images from the gallery are shown at the bottom as thumbnails.  You can click on a thumbnail image to switch it to the prominent top display. The gallery itself can have a description displayed, and below that will be a link to “view full gallery” (discussed below).  I have built an example Image Rotator here to illustrate. (Note: generally, an image rotator cannot handle more than ten images before it runs out of room for the thumbnails.)

    Full Gallery Displays

    In addition to image galleries embeded within a story or page, you can also view galleries as free-standing entities. I have built a demonstration of this full gallery display. In it you will notice the gallery’s title and description at the top, followed by the first image with its caption.  Below that are the other images from the gallery in thumbnails larger than the image rotator.  Also this display can handle more image thumbnails than the image rotator.  To navigate, you can click on the “next/previous” buttons or click on the thumbnails themselves.

    Displaying All Galleries in Your Group

    You can also display a list of all your group’s galleries, which can then link to individual full gallery displays. Here is an example of that, showing all the New Media galleries. Note that galleries can be hidden from displaying by switching their status from “live” to “hidden” in the manage galleries area of the control center.

  • Any group at Lewis & Clark can have a customized vertical photostrip. Ideally these banners represent the goals and tenor of your site in particular and of Lewis & Clark as a whole in general.

    Just send us 10 or so images that we at New Media can use to build into your new photostrip. While we will work with Amy Drill, the Public Affairs and Communications art director, to ensure that the photos meet copyright and license requirements, please send photos that you think Lewis & Clark has the right to use (not, say, things you got off of a Google images search). The photos should be original, unedited quality to preserve sharpness, with 800-1000 pixels as the minimum width, 72 dpi minimum resolution.

    Alternately, if you do not have images, you can find them in the Public Affairs and Communications image library.  See this page for more information on it, especially the paragraph at the bottom titled, “Availability”.

     

Managing Blurbs

  • From the LiveWhale interface, click the “Blurbs” tab. (If the Blurbs tab does not appear, the administrator has not assigned the blurbs module to you.)

    The manage blurbs screen will list all blurb types in your group, along with the total number of blurbs you have of that type.

    • Click a blurb type to view a list of blurbs.
    • Find the blurb you wish to edit and click it.
    • Find and click the link labeled “Restore from earlier version” above the status menu near the upper righthand corner of your screen.
    • Choose the revision you wish to restore by selecting its date and time from the dropdown menu labeled “Choose a revision…” then click the “Load revision” button.

    The content from the chosen revision will be loaded into the fields on this page.

    You now have a chance to make any modifications necessary.

    When done, click the “Save this blurb” button to save your changes.

  • From the LiveWhale interface, click the “Blurbs” tab. (If the Blurbs tab does not appear, the administrator has not assigned the blurbs module to you.)

    The manage blurbs screen will list all blurb types in your group, along with the total number of blurbs you have of that type. If you do not yet have a blurb type, you must first add one.

    Click a blurb type to view a list of blurbs.

    If you are adding a blurb, click “Add a new blurb”, otherwise find the blurb you wish to edit and click it.

    Tag the blurb with any relevant tags. Tags help sort and classify blurbs so that they can be directed to the proper location on your web site. You can click in the field labeled “Tags” and type a keyword; tags will be suggested to you. If you are unsure what tags are available in your group, click “Show all tags” to display them all and select the relevant ones.

    Source: LiveWhale Support

  • From the LiveWhale interface, click the “Blurbs” tab. (If the Blurbs tab does not appear, the administrator has not assigned the blurbs module to you.)

    The manage blurbs screen will list all blurb types in your group, along with the total number of blurbs you have of that type. If you do not yet have a blurb type, you must first add one.

    Click a blurb type to view a list of blurbs.

    Click “Add a new blurb”

    Fill out the form with the relevant information for your blurb.

    • Enter the title of the blurb. 
    • Enter the main body text of the blurb.
    • Tag the blurb with any relevant tags. You can click in the field labeled “Tags” and type a keyword; tags will be suggested to you. If you are unsure what tags are available in your group, click “Show all tags” to display them all and select the relevant ones.
    • Scroll back up and find the status menu at the top righthand corner of the screen. Choose the status for this blurb. “Live” will publish the blurb immediately. “Hidden” will hide it from the web site until you are ready to publish it. “Scheduled for…” will allow you to select a “go-live” date and time when the blurb should go live and publish itself.
    • Under the section labeled “Blurb date”, enter the date of this blurb.
    • Under the section labeled “Related content”, use the search box provided to attach any relevant related content to this blurb.

    When done, click the “Save this blurb” button.

    If this content is especially important and you wish to flag it as such on your web site, click the star in the section labeled “Star content” in order to highlight it. By default this content will be shareable. If you wish to make it non-shareable, click the globe labeled “Share content” to un-highlight it.

    If you wish to suggest this content to other groups, select those groups under the section called “Suggest this item to the following groups”. For more information about sharing, see “Sharing your content with other groups”.

  • From the LiveWhale interface, click the “Blurbs” tab. (If the Blurbs tab does not appear, the administrator has not assigned the blurbs module to you.)

    The manage blurbs screen will list all blurb types in your group, along with the total number of blurbs you have of that type.

    • Click a blurb type to view a list of blurbs.
    • Find the blurb (or blurbs) you wish to delete in the list and check the box next to it.
    • Choose “Delete” from the dropdown menu, and click “Go”.

    Note: The selected item(s) will be removed from the system. This action cannot be undone!

    You may also delete the item from the blurb edit screen:

    • From the blurbs manager, find the blurb you wish to delete and click it.
    • Click the “Delete” link on the right side of the screen. You will be prompted to confirm this action.
  • What are Blurbs?

    LiveWhale Blurbs are a way to post short announcements, status updates, and so forth.  They are similar to News stories, but they have no headline and are usually kept brief.  Most sites have no active Blurbs Widgets to display your group’s blurbs online, but this can be changed by contacting New Media.

    Managing Blurbs

    From the LiveWhale control panel, click the “Blurbs” tab. The manage blurbs screen will list all blurbs in your group.

    From left to right, each blurb displays:

    • A checkbox allowing you to select multiple blurbs and perform bulk actions from the “With checked items…” dropdown menu. Available actions include: delete, remove tags, move to archive, add star, remove star, set status, and add tag. Check the checkbox next to the blurbs you wish to apply an action to, then select the desired action from this menu and click the “Go” button. Use the “select all” link to select all items in the list.
    • A star. Click on the star to flag the blurb as important. These items can optionally be highlighted on your web page, or you may choose to only display starred blurbs with your widget.
    • The status menu. If you wish to change the status of blurbs, select the appropriate status here. “Live” will publish the item immediately, “Hidden” will hide the item from your web site until you are ready to publish it.
    • Summary of the blurb text. Click the blurb to edit it.
    • If the blurb is tagged, a list of these tags will appear beside it. Clicking a tag will tell the blurbs manager to only show blurbs with that tag.
    • Beneath the blurb is its date.
    • Use the preview link to preview this item as it will appear on the public web site.
    • To the right of the blurb is the balloons feature, which will allow you to rank your blurbs according to their importance. The more balloons, the higher the blurb appears in blurb lists on your web site. Click the gray balloon to add more, and click on the red balloons to drop them back down in the list. When an item reaches the maximum ten balloons, it will become a gold balloon.

    When certain elements are modified (such as blurb status), a message saying “Your changes to this page have not been saved” will be displayed. Click the “Save These Changes” button to save the changes you have made.

    To add a new blurb, click the “Add a New Blurb” link.

    A “Show by category” dropdown menu is available to display blurbs in the selected category.

    A “Show by tag” dropdown menu is available to display blurbs tagged with the selected item.

    The blurbs manager is divided into three sections, accessible by the links beneath the tab bar: Blurbs, Archive, and Categories.

    Adapted from: http://support.livewhale.net/support.php?id=69

Managing Files

  • Coming soon.

  • From the LiveWhale interface, click the “Files” link.

    Find the file you wish to edit and click it. Fill in the relevant information for your file.

    • Enter the title of the file.
    • If this content is especially important and you wish to flag it as such on your web site, click the star in the section labeled “Star content” in order to highlight it. By default this content will be shareable. If you wish to make it non-shareable, click the globe labeled “Share content” to un-highlight it.
    • Enter a brief summary describing the file.
    • Tag the file with any relevant tags. Tags help sort and classify files so that they can be directed to the proper location on your web site. You can click in the field labeled “Tags” and type a keyword; tags will be suggested to you. If you are unsure what tags are available in your group, click “Show all tags” to display them all and select the relevant ones. (Read “What is Tagging?” for more information on tags).
    • Scroll back up and find the status menu at the top righthand corner of the screen. Choose the status for this file. “Live” will publish the file immediately. “Hidden” will hide it from the web site until you are ready to publish it.
    • You will also see a “Direct link to this file” link beneath the status, allowing you to link directly to this file.

    button to replace fileIf you wish to replace your file with a new version, look to the column on the right labeled “File.” Under the words “view/download file,” you’ll see a button labeled “select a new file from your computer.” By clicking that button, LiveWhale will open a file-upload box, letting you identify a new or different version of the file. Follow the prompts to select the file you want to upload from your computer. By replacing the file, rather than deleting and uploading a new file separately, all the links to your file remain active and you’re able to distribute the most up-to-date version of the file.

    You may also delete your file from this interface, but we suggest you read “Deleting a File” before you take those steps.

     

    When done, click the “Save this file” button.

  • From the LiveWhale interface, click the “Files” link.

    The manage files screen will list all files in your group.

    To add multiple files at once, click “Bulk Add Files”.

    Source: LiveWhale Support

  • From the LiveWhale interface, click the “Files” link.

    If you are adding a file, click “Add a New File.” If you wish to add multiple files at once, click “Bulk Add Files.”

    Fill out the form with the relevant information for your file.

    • Enter the title of the file.
    • If this content is especially important and you wish to flag it as such on your web site, click the star in the section labeled “Star content” in order to highlight it. By default this content will be shareable. If you wish to make it non-shareable, click the globe labeled “Share content” to un-highlight it.
    • Enter a brief summary describing the file.
    • Tag the file with any relevant tags. Tags help sort and classify files so that they can be directed to the proper location on your web site. You can click in the field labeled “Tags” and type a keyword; tags will be suggested to you. If you are unsure what tags are available in your group, click “Show all tags” to display them all and select the relevant ones. (Read “What is Tagging?” for more information on tags.)
    • Scroll back up and find the status menu at the top righthand corner of the screen. Choose the status for this file. “Live” will publish the file immediately. “Hidden” will hide it from the web site until you are ready to publish it.
    • Under the section labeled “File”, choose a file to upload. If you are editing an existing file, choosing a file here can be used to replace the existing file with a new version.

    When done, click the “Save this file” button.

    Source: LiveWhale Support

  • With the upgrade from LiveWhale 1.3 to 1.4 “Downloads” are now called “Files.”

    The link has been moved to the upper right, with Images, Tags, and Widgets.

    Alternately, you can go directly here:
    http://www.lclark.edu/livewhale/?files

  • From the LiveWhale control panel, click the “Files” tab.

    Find the file (or files) you wish to delete in the list and check the box next to it.

    Choose “Delete” from the dropdown menu, and click “Go”.

    Note: The selected item(s) will be removed from the system. This action cannot be undone!

    You may also delete the item from the download edit screen:

    From the files manager, find the file you wish to delete and click it.

    Click the “Delete” link on the right side of the screen. You will be prompted to confirm this action.

  • From the LiveWhale interface, click the “Files” tab. 

    If you are adding a files, click “Add a New File”, otherwise find the file you wish to edit and click it. (If you wish to add multiple downloads at once, click “Bulk Add Files”, however this may require that you go back and edit the newly added downloads once they’ve been created.)

    Whether adding or editing a file:

    Fill out the form with the relevant information for your file.

    • Enter the title of the file.
    • Enter a brief summary describing the file.
    • Under the section labeled “Add a file”, choose a file to upload. If you are editing an existing file, choosing a file here can be used to replace the existing file with a new version.
    • Tag the file with any relevant tags. You can click in the field labeled “Tag this story” and type a keyword; tags will be suggested to you. If you are unsure what tags are available in your group, click “Show all tags” to display them all and select the relevant ones.
    • Scroll back up and find the status menu at the top righthand corner of the screen. Choose the status for this file. “Live” will publish the file immediately. “Hidden” will hide it from the web site until you are ready to publish it.

    When done, click the “Save this file” button.

    If your file is especially important and you wish to flag it as such on your web site, click the star in the section labeled “Star this item”.

    If you are editing an existing file, you will also see a “Delete” link next to the status, allowing you to delete this file. (See “Deleting a file” for more information.)

    If you are editing an existing file, you will also see a “Direct link to this file” link beneath the status, allowing you to link directly to this file.

    Adapted from: http://support.livewhale.net/support.php?id=86

  • Tags are a way to filter your content in LiveWhale, whether it is Events, News, File, or Blurbs.  Tags interact with LiveWhale Widgets that members of New Media (or the law school web developer) can build for you to make stories only appear in certain places on your website.

    For instance, you could have two different news pages that automatically update content: one page only shows student-related stories, while the other that only shows alumni-related stories.  The first would require a story to have the tag of, say, “student” in order to appear in the box, and the second would require “alumni.”  A single story could have both tags and would then appear in both boxes.  Of course there are many other ways in this could function, according to your site’s specific needs.

    Tags are simple to apply.  For instance, when creating or editing a news story, you will notice below the “Summary and “Story body” boxes a third box called “Tag this story” (pictured).  Just type in the tag that you need and if it is already in your group’s system, it will appear automatically as a drop-down option.  If this is the first time you have used this tag, LiveWhale will save it for your group when you hit “Save this story.”

    Note that you can add, edit or delete your tags (though some are global to all Lewis & Clark and cannot be edited) via the Tags tab in the upper right of the “Manage Your Content” LiveWhale control panel screens.

  • From the LiveWhale control panel, click the “Files” tab.

    The manage files screen will list all files in your group.

    From left to right, each file displays:

    • A checkbox allowing you to select multiple files and perform bulk actions from the “With checked items…” dropdown menu. Available actions include: delete, remove tags, add star, remove star, set status, and add tag. Check the checkbox next to the files you wish to apply an action to, then select the desired action from this menu and click the “Go” button. Use the “select all” link to select all items in the list.
    • A star. Click on the star to flag the download as important. These items can optionally be highlighted on your web page, or you may choose to only display starred files with your widget.
    • The status menu. If you wish to change the status of files, select the appropriate status here. “Live” will publish the item immediately, “Hidden” will hide the item from your web site until you are ready to publish it.
    • Title of the file. Click the title to edit the file.
    • If the file is tagged, a list of these tags will appear beside it. Clicking a tag will tell the files manager to only show files with that tag.
    • Beneath the file is its type. Clicking a file type will tell the files manager to only show files with that type.
    • Beneath the file type is the permalink url (direct link) to the file.


    To add a new file, click the “Add a New File” link. To add multiple files at once, click “Bulk Add files”.

    A “Show by tag” dropdown menu is also available to display files tagged with the selected item.

    A “Show by type” dropdown menu is also available to display files of the selected type.

    Adapted from: http://support.livewhale.net/support.php?id=85

Managing Galleries

  • From the LiveWhale interface, click the “Galleries” tab. (If the Galleries tab does not appear, the administrator has not assigned the galleries module to you.)

    Find the gallery you wish to edit and click it.

    Under the section labeled “Images” you may attach images to this gallery. Images are taken from your group’s image library.

    Choose an existing image from your image library:

    • Click “Select from your image library”.
    • Enter your search terms in the text field labeled “Find images by keyword” and the resulting images will display. You may restrict results by date using the dropdown menu.
    • Select or deselect images by clicking on them in this list. Selected images will appear in the box on the left side where you may enter an optional caption or reorder the images in the gallery.

    If you want to upload a new image to attach to this gallery:

    • Click “Add new images from your computer”. Select the images you wish to upload.
    • Enter a title and keywords for each image when they have finished uploading.
    • Click “Add images to library”.

    Newly uploaded images will be added to the image library and attached to this gallery.

  • From the LiveWhale interface, click the “Galleries” tab. (If the Galleries tab does not appear, the administrator has not assigned the galleries module to you.)

    The manage galleries screen will list all galleries in your group.

    From left to right, each gallery displays:

    • A checkbox allowing you to select multiple galleries and perform bulk actions from the “With checked items…” dropdown menu. Available actions include: delete, remove tags, remove balloons, add star, remove star, share, unshare, set status, and add tag. Check the checkbox next to the galleries you wish to apply an action to, then select the desired action from this menu and click the “Go” button. Use the “select all” link to select all items in the list.
    • A star. Click on the star to flag the gallery as important. These items can optionally be highlighted on your web page, or you may choose to only display starred galleries with your widget.
    • The status menu. If you wish to change the status of galleries, select the appropriate status here. “Live” will publish the item immediately, “Hidden” will hide the item from your web site until you are ready to publish it.
    • The gallery title and id. Click the title to edit the gallery.
    • If the gallery is tagged, a list of these tags will appear beside the title. Clicking a tag will tell the galleries manager to only show galleries with that tag.
    • Beneath the title is the number of images included in the gallery.
    • Use the preview link to preview this item as it will appear on the public web site.
    • To the right of the gallery is the balloons feature, which will allow you to rank your galleries according to their importance. The more balloons, the higher the gallery appears in gallery lists on your web site. Click the gray balloon to add more, and click on the red balloons to drop them back down in the list. When an item reaches the maximum ten balloons, it will become a gold balloon.

    When certain elements are modified (such as a gallery status), a message saying “Your changes to this page have not been saved” will be displayed. Click the “Save These Changes” button to save the changes you have made.

    To add a new gallery, click the “Add a New Gallery” link.

    A “Show by tag” dropdown menu is also available to display galleries tagged with the selected item.

  • From the LiveWhale interface, click the “Images” link at the upper righthand corner of the screen.

    If you are adding an image, click “Add a New Image”, otherwise find the image you wish to edit and click its title.

    Choose any relevant keywords for this image, so that it can be found in searches. Keywords should be separated by either commas or spaces.

    Source: LiveWhale Support

  • From the LiveWhale interface, click the “Galleries” tab. (If the Galleries tab does not appear, the administrator has not assigned the galleries module to you.)

    Click “Add a New Gallery”

    Fill out the form with the relevant information for your gallery.

    • Enter a title for the gallery.
    • If this content is especially important and you wish to flag it as such on your web site, click the star in the section labeled “Star content” in order to highlight it. By default this content will be shareable. If you wish to make it non-shareable, click the globe labeled “Share content” to un-highlight it.
    • Enter a description of the gallery. This will also appear in the meta description tag when viewing a gallery’s details.
    • If you wish to suggest this gallery to other groups, select those groups under the section called “Suggest this item to the following groups”. For more information about sharing, see “Sharing your content with other groups”.
    • Tag the gallery with any relevant tags. Tags help sort and classify galleries so that they can be directed to the proper location on your web site. You can click in the field labeled “Tags” and type a keyword; tags will be suggested to you. If you are unsure what tags are available in your group, click “Show all tags” to display them all and select the relevant ones.
    • If you wish to allow public comments on this gallery, click the checkbox labeled “Allow users to post comments”. When comments are posted, users are asked to identify themselves. Only logged-in LiveWhale users can see this identification, and can hide comments containing questionable content. Once comments are posted, you can manage them from the gallery editor for this gallery.
    • Scroll back up and find the status menu at the top righthand corner of the screen. Choose the status for this gallery. “Live” will publish the gallery immediately. “Hidden” will hide it from the web site until you are ready to publish it.
    • You may attach images to this gallery. Images are taken from your group’s image library. To choose an existing image from your image library, click on each of the images you wish to add. If you want to upload a new image to attach to this gallery, click “Add images from your computer”. Newly uploaded images will be added to the image library and attached to this gallery. (See “Attaching an image to a gallery” for more information.)

    When done, click the “Save this gallery” button.

  • From the LiveWhale interface, click the “Galleries” tab. (If the Galleries tab does not appear, the administrator has not assigned the galleries module to you.)

    Find the gallery (or galleries) you wish to delete in the list and check the box next to it.

    Choose “Delete” from the dropdown menu, and click “Go”.

    Note: The selected item(s) will be removed from the system. This action cannot be undone!

    You may also delete the item from the gallery edit screen:

    From the galleries manager, find the gallery you wish to delete and click it.

    Click the “Delete” link on the right side of the screen. You will be prompted to confirm this action.

  • We are beginning to allow user comments for LiveWhale news, events, and galleries.

    Note: these comments are different than the internal-only page “notes” you can add in the blue LiveWhale bar atop any page. The comments discussed here are public comments that require the user to only pass a ReCaptcha anti-spam screening.

    If you would like the general public to be able to post comments about website content, please contact Morgan at grether@lclark.edu.

  • From the LiveWhale interface, click the “Galleries” tab. (If the Galleries tab does not appear, New Media has not assigned the galleries module to you. Contact us to get it added.)

    If you are adding a gallery, click “Add a New Gallery”, otherwise find the gallery you wish to edit and click it.

    Whether adding or editing a gallery:

    Fill out the form with the relevant information for your gallery.

    • Enter a title for the gallery.
    • Enter a description of the gallery.
    • If you are editing a gallery, any existing images will be listed in the section labeled “Edit Images”. Here you can change image captions, remove images, or reorder them by dragging an image by the crosshairs icon.
    • Tag the gallery with any relevant tags. Tags help sort and classify galleries so that they can be directed to the proper location on your web site. You can click in the field labeled “Tag this gallery” and type a keyword; tags will be suggested to you. If you are unsure what tags are available in your group, click “Show all tags” to display them all and select the relevant ones.
    • If your gallery is important and you wish to flag it as such on your web site, click the star in the section labeled “Star this item”.
    • Scroll back up and find the status menu at the top righthand corner of the screen. Choose the status for this gallery. “Live” will publish the gallery immediately. “Hidden” will hide it from the web site until you are ready to publish it.
    • If you are editing an existing gallery, you will also see a “Delete” link next to the status, allowing you to delete this gallery.
    • Under the section labeled “Images” you may attach images to this gallery. Images are taken from your group’s image library. To choose an existing image from your image library, click “Select from your image library”. If you want to upload a new image to attach to this gallery, click “Add images from your computer”. Newly uploaded images will be added to the image library and attached to this gallery.  (See “Attaching Images to a LiveWhale Gallery for more information.)

    When done, click the “Save this gallery” button.

Managing Tags

  • From the LiveWhale interface, click the “Tags” link at the top righthand corner of the screen.

    Find the tag (or tags) you wish to delete in the list and check the box next to it.

    Click the “Delete” button.

    Note: The selected item(s) will be removed from the system. This action cannot be undone!

  • From the LiveWhale interface, click the “Tags” link at the top righthand corner of the screen.

    Click “Add a New Tag”. In the text field that appears, enter the name of your new tag. Tags may contain alphanumeric characters, and a handful of punctuation, including smart quotes.

    When done, click the “Save tag” button.

  • From the LiveWhale interface, click the “Tags” link at the upper right hand corner of the screen.

    The manage tags screen will list all tags in your group.

    From left to right, each tag displays:

    • A checkbox allowing you to select multiple tags and perform bulk actions from the “With checked items…” dropdown menu. Available actions include: delete, add star, remove star, and merge tags. Check the checkbox next to the tags you wish to apply an action to, then select the desired action from this menu and click the “Go” button. Use the “select all” link to select all items in the list.
    • A star. Click on the star to flag the tag as important. These tags can optionally be highlighted on your web page, or you may choose to only display starred tags when using your tags widget.
    • The tag title. Click the title to edit it.
    • If any data in your group has this tag, a summary of these items will appear beside the title. Clicking a data type will jump you to the appropriate manager to view those items.

    When certain elements are modified (such as stars), a message saying “Your changes to this page have not been saved” will be displayed. Click the “Save These Changes” button to save the changes you have made.

    To add a new tag, click the “Add a New Tag” link.

Managing Forms

  • From the LiveWhale interface, click the “Forms” tab. (If the Forms tab does not appear, the administrator has not assigned the forms module to you.)

    The manage forms screen will list all forms in your group.

    Find the form you wish to view submissions for. If submissions have been made, a link to view submissions will appear beneath the form title. Click the link to view form submissions.

    Submissions for the form will be listed by submission date, along with the other fields included in the form.

    A checkbox is provided allowing you to select multiple form submissions and perform bulk actions from the “With checked items…” dropdown menu. To delete any submissions, check the checkbox next to the submissions you wish to delete, then select “Delete” from this menu and click the “Go” button. Use the “select all” link if you wish to select all items in the list.

    To view a printable list of submissions, click “View printable”.

    If you wish to export the submissions to a CSV file, click “Export CSV”. Submissions exported to CSV will automatically include the submission date as the first field in the CSV output.

  • From the LiveWhale interface, click the “Forms” tab. (If the Forms tab does not appear, the administrator has not assigned the forms module to you.)

    Find the form (or forms) you wish to delete in the list and check the box next to it.

    Choose “Delete” from the dropdown menu, and click “Go”.

    Note: The selected item(s) will be removed from the system. This action cannot be undone!

    You may also delete the item from the form edit screen:

    From the forms manager, find the form you wish to delete and click it.

    Click the “Delete” link on the right side of the screen. You will be prompted to confirm this action.

  • From the LiveWhale interface, click the “Forms” tab. (If the Forms tab does not appear, the administrator has not assigned the forms module to you.)

    The manage forms screen will list all forms in your group.

    From left to right, each form displays:

    • A checkbox allowing you to select multiple forms and perform bulk actions from the “With checked items…” dropdown menu. Available actions include: delete, remove tags, share, unshare, set status, duplicate, and add tag. The “duplicate” option is unique to forms, and allows you to make a copy of a form within your group, if you need to create a new form using an existing one as a starting point. Check the checkbox next to the forms you wish to apply an action to, then select the desired action from this menu and click the “Go” button. Use the “select all” link to select all items in the list.
    • The status menu. If you wish to change the status of forms, select the appropriate status here. “Live” will publish the item immediately, “Hidden” will hide the item from your web site until you are ready to publish it.
    • Title of the form. Click the title to edit the form.
    • If the form is tagged, a list of these tags will appear beside it. Clicking a tag will tell the forms manager to only show forms with that tag.
    • Beneath the form title, a link to view submissions may appear along with the number of submissions received. Please see “Viewing and exporting form submissions” for more information.
    • Beneath the form and submissions link is a link called “Get Widget Code” which will reveal the code required to embed this form in a web page.

    To add a new form, click the “Add a New Form” link.

    A “Show by tag” dropdown menu is also available to display forms tagged with the selected item.

  • From the LiveWhale interface, click the “Forms” tab. (If the Forms tab does not appear, the administrator has not assigned the forms module to you.)

    If you are adding a form, click “Add a New Form”, otherwise find the form you wish to edit and click it.

    Whether adding or editing a form:

    Fill out the form with the relevant information for your form.

    • Enter the title of the form.
    • If this content is especially important and you wish to flag it as such on your web site, click the star in the section labeled “Star content” in order to highlight it. By default this content will be shareable. If you wish to make it non-shareable, click the globe labeled “Share content” to un-highlight it.
    • Enter a brief introductory text, perhaps containing instructions to the user about what the form is and how to fill it out.
    • Enter a thank you text, visible to the user upon submitting the form.
    • Under the section labeled “Form elements”, you may construct the form by adding as many form elements as you like. To add a new element, click “Add another element”. To reorder elements, drag an element by the crosshairs icon to a new position in the list. For each element, you will be able to set the element’s label, type, whether or not it is required, instructional/help text, and a list of possible options if appropriate for the element type.
    • Scroll back up and find the status menu at the top righthand corner of the screen. Choose the status for this form. “Live” will publish the form immediately. “Hidden” will hide it from the web site until you are ready to publish it.
    • If you are editing an existing form, you will also see a “Delete” link next to the status, allowing you to delete this form. (See “Deleting a form” for more information.)
    • Tag the form with any relevant tags. Tags help sort and classify forms so that they can be directed to the proper location on your web site. You can click in the field labeled “Tags” and type a keyword; tags will be suggested to you. If you are unsure what tags are available in your group, click “Show all tags” to display them all and select the relevant ones.
    • Under the section labeled “Form action”, choose a destination for the data submitted by users. You have the option of storing it in the database, e-mailing it, or both. If you choose to have it e-mailed, you will be presented with an additional field for e-mail address(es), which can be comma-separated.
    • If you wish to restrict submissions to a particular range of dates, enter those dates in the section labeled “Only accept submissions on dates”.
    • If this form should be secured using SSL (HTTPS), check the box labeled “This is a secure form”. This only needs to be used if sensitive data is being transmitted to the server by visitors to the site. Your server must have a valid site certificate in order to use this feature.

    When done, click the “Save this form” button.

Managing Places

  • When users add news, events, etc. to LiveWhale, they are able to plot their content on a map. By adding new Places to the Places library, they will be able to use existing, standardized locations to map their content to, and will not have to supply their own.

    From the LiveWhale interface, click the “Places” link.

    The manage places screen will list all places in your institution.

    From left to right, each file displays:

    • A checkbox allowing you to select multiple places and perform bulk actions from the “With checked items…” dropdown menu. Check the checkbox next to the places you wish to apply an action to, then select the desired action from this menu and click the “Go” button. Use the “select all” link to select all items in the list.
    • A satellite image of the place.
    • Title of the place. Click the title to edit it.
    • If the place has keywords, a list of these keywords will appear beside it. Clicking a keyword will tell the places manager to only show places with that keyword.
    • If any content is mapped to this place, those statistics will be displayed.

    To add a new place, click the “Add a New Place” link.

  • From the LiveWhale interface, click the “Places” link.

    Find the place (or places) you wish to delete in the list and check the box next to it.

    Choose “Delete” from the dropdown menu, and click “Go”.

    Note: The selected item(s) will be removed from the system. This action cannot be undone!

    You may also delete the item from the places edit screen:

    From the places manager, find the place you wish to delete and click it.

    Click the “Delete” link on the right side of the screen. You will be prompted to confirm this action.

  • From the LiveWhale interface, click the “Places” link.

    If you are adding a place, click “Add a New Place”, otherwise find the place you wish to edit and click it.

    Whether adding or editing a place:

    Fill out the form with the relevant information for your place.

    • Enter the title of the place.
    • Enter an address for this place, then click find. Once a location is found, you may drag the pin on the map to precisely identify the intended location.
    • Choose any relevant keywords for this place, so that it can be found in searches. Keywords should be separated by either commas or spaces. Make sure to specify any alternative names for this place here.

    When done, click the “Save this place” button.

    This will create a preset location that can be used when mapping other content to a map, without having to enter a custom location each time.

Managing Profiles

  • Launched in July 2013, LiveWhale Profiles are an easy, flexible tool for faculty and staff bios. 

    All faculty have bios within their own department, which can then be shared to other programs or offices.

    Staff bios are rolling out soon.

     

    Click on the image below to enlarge it:

    image

Sharing Content

  • Most content can be shared between groups. For example, if the biology group creates a news story about an award won by one of their professors, a communications group might copy the story and customize it for a press release.

    Content can be suggested to you by other groups (see “Sharing content with other groups”) but you may also wish to actively seek out content that you may be interested in.

    If you are looking for a specific type of content, click the tab for that content type. A “Find” link will appear as a submenu beneath the tab (for example, “Find News”).

    If you are searching for any type of content matching some search terms, simply use the search box available to you at the top righthand corner of the screen. (This will search your own content initially.)

    Items available for sharing will appear in the list, if any were found. You can modify the search using the search options to the right:

    • Use the text field to change any search terms you may have used.
    • Under the section labeled “Show”, choose whether you want to search your own content, content shared by others, and/or starred content only.
    • Use the “Content types” section to select the types of content you are looking for.

    When you have finished modifying your search, click “Update results”.

    Once you have found content that may interest you, clicking it either takes you to the editor for that item (if you own it) or to a preview of the content if it is owned by another group.

    Find the content you wish to copy and check the checkbox next to their titles.

    Click “Link to checked items” if you wish to make copies of the content that link to the original (owned by another group) or click “make your own copy” if you wish to copy the content in its entirety and have full control over future revisions to it.

    The items you chose will be copied to your own library, as hidden. Any related content associated with the item will still be linked to your copy, even if you do not own it.

  • Users from other groups are able to see your current, live content in their Find interface if it is shared. From that screen they are able to search across all the content in the system and copy or link to content produced by other groups.

    All content is shared by default. To toggle something between shared or not shared, edit the item and look for a link that says “Share content to allow borrowing and reuse by other content managers”. Click the globe icon to toggle the sharing state. A highlighted globe means the item will be shared, and a dimmed globe means it is not shared. Click save to save your changes.

    If you have produced content you think will be of interest to another group, you may optionally suggest the content to those groups, rather than wait for them to find it themselves. This will prompt users in the other group regarding your suggestion, and give them the opportunity to accept or reject the content without having to go looking for it.

    To suggest content to another group, first edit the item you wish to suggest.

    On the edit screen, scroll to the bottom of the page and find the section labeled “Suggest this item to the following group(s)”. Specify the group or groups you wish to suggest the story to. (If someone in your group has already suggested the content to a particular group, that group can not be selected.)

    When done, click the save button. The content will be saved and the groups you selected will receive a suggestion notice. If someone accepts or declines a suggested item, another notice will be sent to users in the same group, so that they are aware action has already been taken.

    Source: LiveWhale Support

  • Users from other groups are able to see your current, live content in their Find interface if it is shared. From that screen they are able to search across all the content in the system and copy or link to content produced by other groups.

    All content is shared by default. To toggle something between shared or not shared, edit the item and look for a link that says “Share content to allow borrowing and reuse by other content managers”. Click the globe icon to toggle the sharing state. A highlighted globe means the item will be shared, and a dimmed globe means it is not shared. Click save to save your changes.

    If you have produced content you think will be of interest to another group, you may optionally suggest the content to those groups, rather than wait for them to find it themselves. This will prompt users in the other group regarding your suggestion, and give them the opportunity to accept or reject the content without having to go looking for it.

    To suggest content to another group, first edit the item you wish to suggest.

    On the edit screen, scroll to the bottom of the page and find the section labeled “Suggest this item to the following group(s)”. Specify the group or groups you wish to suggest the story to. (If someone in your group has already suggested the content to a particular group, that group can not be selected.)

    When done, click the save button. The content will be saved and the groups you selected will receive a suggestion notice. If someone accepts or declines a suggested item, another notice will be sent to users in the same group, so that they are aware action has already been taken.

  • The News is one of the most powerful and versatile aspects of LiveWhale. With it we can not only publish our announcements on our websites to inform those who normally come to us, but also bridge gaps between our groups by sharing the stories with other parts of Lewis & Clark.  (For instance, if the law school has a speaker coming who explores the history of the American legal system, they might want this to be shared with the undergraduate departments of history, political science, and so forth. Such a task is simple in LiveWhale News.)

    If someone suggests a story to you or your group, the next time log into LiveWhale, you will see a message at the top of the News: “[So-and-So] thought you might like [this shared story].” Depending on your settings, you may also receive an email alert about the new suggestion.

    You have four options to handle suggestions:

    • Preview the story: see the content in a pop-up window to decide whether it is relevant (this is a non-committal option)
    • Link to it: drop a link to it right into the news area of your webpage
    • Copy it: duplicate the story content into your news. This will allow you to edit the story, images, or tags to fit your own needs
    • Say, “No Thanks”: refuse the story as not relevant

    How you handle suggestions is up to you and your group. The person who sent the suggestion is not notified about your decision one way or another.

    One final note: if you make a copy of a story, it will enter your news manager as a “hidden” story with the date it was originally published. Thus, you may need to scroll through your news to find the story in order to edit and publish it.

     

  • The News is one of the most powerful and versatile aspects of LiveWhale. With it we can not only publish our announcements on our websites to inform those who normally come to us, but also bridge gaps between our groups by sharing the stories with other parts of Lewis & Clark.  (For instance, if the law school has a speaker coming who explores the history of the American legal system, they might want this to be shared with the undergraduate departments of history, political science, and so forth. Such a task is simple in LiveWhale News.)

    First, go to Manage Your Content and click on News. Add a new story or open an existing one to edit it.

    Near the bottom of the page there is a section appropriately called “Suggest this story.”  If you think someone could use the story in their News as well, you merely select their group name.  For instance, to suggest something to the Source, you would select “Inst: Source.”

    That’s it!  Just be sure to hit “Save this story” at the bottom.

    The next time someone from the group to which you suggested your story logs into LiveWhale, he or she will see a message at the top of the News: “[So-and-So] thought you might like [this shared story].”  He or she will then decide whether to accept your suggestion, but you will not be notified about the decision.  There are four things he or she can do:

    • Preview your story: see the content in a pop-up window
    • Link to it: drop a link to it right into the news area of their webpage
    • Copy it: duplicate the story content into their news, so they can edit it to fit their own needs better
    • Say, “No Thanks”: refuse the story as not relevant

Using Widgets

  • By default, LiveWhale displays widget results in a list format. However, it is possible to display results one at a time in a slideshow format. When using this option, widget results will fade from one to the next automatically.

    To automatically show one result at a time, fading between each on an interval, set slideshow to true. The default interval (in milliseconds) is 5000 (5 seconds). You may adjust this by setting a different slideshow_interval value.

    The slideshow args can be added to your widget in the widget editor.

  • By default, LiveWhale displays nothing when a widget does not have any results to return. This is so that content can gracefully vanish from the page when there’s nothing relevant to display.

    However, if you wish to display alternative content when a widget returns no results (such as a no results message), you may do so using the “no_results” arg. The value supplied to this arg supports XHTML content.

    The no_results arg can be added to your widget in the widget editor.

  • For a general overview of widgets and what they do, please read “About widgets”.

    From the LiveWhale interface, click the “Widgets” link and then click “Add a new widget”.

    Select the type of widget you wish to add from the dropdown menu labeled “Select a widget”.

    All possible arguments for the widget will display. Required arguments have a red asterisk, all others are optional. These parameters will allow you to control what content is displayed (for example, only items tagged “Homecoming”), what order they appear in, how they are presented, etc.

    To preview the results this widget would produce, click “Widget preview”.

    The widget syntax will display in a box labeled “Widget syntax”. If you do not wish to save this widget for later use, the syntax can be copied and pasted into your page. If you wish to save this widget with a name, enter the name at the top of the page, select whether to make this widget available to all LiveWhale users or only members of your group, and click the “Save this widget” button. (See “Adding a widget to a web page” for more information.)

    When done, you may insert the widget into your page and, once saved, your widget will begin displaying results.

    For information about formatting widgets in a custom way, please see “Using the format arg in widgets”.

  • The forms widget normally displays a list of forms, each linking to the form itself. It is sometimes desirable to embed a single form directly in your web page. In such cases, you can use the special inline form widget.

    An inline form widget should be given an id for the form that you wish to use. If you do not know the id of the form, click on it in the forms manager and click “Get Widget Code” to view the inline form widget, referenced by id.

    Inline forms can be created from the widget editor.

  • By default widgets list their results in a paginated format. After the first 30 results, a “show more” link will display, allowing the user to click to reveal the next 30 results. The per-page number of results (30) can be changed, and pagination can also be disabled for a widget. This is done with the “paginate” arg.

    The paginate arg can be added to your widget in the widget editor.

  • By default widgets list their results in a single list. For most widgets it is possible to instruct LiveWhale to divide results across any number of columns. This is done with the “columns” arg. Displaying results across multiple columns does not affect any other args, including pagination.

    The columns arg can be added to your widget in the widget editor.

  • There are a few ways to configure a template to be used for widgets that have a details view (such as news, events, galleries, forms, and tags).

    1) In most cases, a default template for your group should be used.

    To manage users and groups you must be an administrator.

    From the LiveWhale interface, click the “Groups” link at the top righthand corner of the screen.

    Click the name of the group you wish to change the default template for.

    On the group edit page, enter the url (labeled “News Url”, “Events Url”, etc.) to the template that should be the default for this group. For example: /academics/news.php

    2) If your widget should use a custom template for that widget only, you may specify the url using the “item_url” arg. For example: <arg id=”item_url”>/academics/news.php</arg>

    3) If neither of these options are used, the template url will be obtained from the global CMS setting. Administrators can configure the system-wide LiveWhale defaults by editing the /livewhale/client/public.config.php file. Typically this will have been done once when LiveWhale is first configured.

  • Many LiveWhale widgets display group-owned data (such as news items). If you wish to display items from only your group, it is done by adding group argument.

    This is desired in most cases, but there may be times when you wish this not to be the case, and functionality is provided in LiveWhale to help control which groups’ data will be included in your widget.

    If you wish to display data from a different group, change the name of your group in the group argument to the name of the group you wish to access data for.

    If you wish to display data from all groups, delete the group argument. No group argument means all groups’ data will be included in your widget.

    If you wish to display data from selected groups, add an additional group argument for each group that you wish to include. You can have as many as you like.

    If you wish to display data for all groups except selected groups, delete the group argument (in order to search all groups) but add any number of “exclude_group” arguments, identifying the groups you wish to exclude from the widget results.

    The group and exclude_group args can be added to your widget in the widget editor.

  • LiveWhale widgets can be embedded inside any web page or any content type field that supports HTML. You may either embed a widget that’s already saved, using a WYSIWYG button, or you may manually enter widget syntax.

    Using a saved widget carries the additional benefit of being able to edit that saved widget at a future date, and having your change take effect on all instances of the widget automatically.

    To embed a saved widget, click in the WYSIWYG field where you’d like the widget to display, then click the widget button in the WYSIWYG toolbar (a gear icon). You may search your widget library using the search field provided, and limit results by widget type. Choose a widget by clicking on it, and then click “Insert this widget”.

    You will see a blue icon indicating where the widget will display in your editable field.

    To instead enter widget syntax manually, simply use the “Edit HTML Source” button on the WYSIWYG toolbar for that field, and paste or type the widget code where desired.

  • From the LiveWhale interface, click the “Widgets” link at the top righthand corner of the screen.

    The manage widgets screen will list all widgets in your group, as well as ones globally shared with all groups.

    From left to right, each widget displays:

    • A checkbox allowing you to select multiple widgets and perform bulk actions from the “With checked items…” dropdown menu. Check the checkbox next to the widgets you wish to delete, then select “Delete” from this menu and click the “Go” button. Use the “select all” link to select all items in the list.
    • The widget type.
    • The title of the widget. Click the title to edit the widget.
    • Use the preview link to preview this item as it will appear on the public web site.
    • Beneath the title is a link to view get the widget code. This code can be copy and pasted into your web page, a news story, etc. via the HTML source button in the WYSIWYG toolbar. However, the easiest way to insert a widget is via theinsert widget button.

    A “Show types” dropdown menu is also available to only display widgets of a specific type.

    To add a new widget, click the “Add a new widget” link.

  • LiveWhale users can produce various kinds of dynamic content, including news, events, galleries, and other types of content. This content is typically stored in a database and shared among users in the same group, who prepare them for display on the public web site.

    Widgets are the means by which these items are published on the public web site. Specifically, they are objects that can be inserted into a web page which tell the page which news stories, events, etc. to display there. (For those that are technically savvy, widgets are in fact small bits of XML.)

    Each widget is composed of a simple set of rules that determine what to show. For example, “show all news items tagged with ‘Academics’”, or “show all PDF files”, or even “show recently added items to these 3 RSS feeds”.

    Using a widget is as simple as placing it in a region of your page while editing it. Also, if you provide your widget with a header, visitors to your web page will automatically be able to subscribe to the widgets on your page so they can keep track of any updates via RSS.

    You can easily create widgets using the widget editor. You don’t have to know how to write a widget, nor do you have to remember the different possible options each widget has. A simple to use interface will help you through the process of creating a widget, and optionally giving it a name so you can re-use it easily another time you need it.

    For specific information about how to create different types of widgets, see “Managing widgets”.

  • How to embed a gallery in your web page.

    The galleries widget normally displays a list of galleries with links to view a slideshow of their images. It is sometimes desirable to embed a gallery slideshow directly in your web page. In such cases, you can use the special inline gallery widget.

    Typically an inline gallery widget will be given an id for the gallery that you wish to use. If you do not know the id of the gallery, find it in the galleries manager where the id will be displayed.

    Along with an id, you must supply either an image width or image height (or both) specifying the gallery’s image sizes when embedded in your web page.

    If you do not wish to specify a particular gallery to use, and would rather select one via tag, etc., you may use one of the available args for this purpose.

    Inline galleries can be created from the widget editor.

  • Facebook widgets can display updates from a Facebook page right on your website. Need one for your site? Contact New Media for assistance.  One of the key components of the widget is called an access token. We will need to go to Facebook to create that for us. (And with many tokens expiring automatically, these will have to be refreshed, and therefore managed by someone.)

    1. For each widget, you’ll need to create a unique app in Facebook, here: https://developers.facebook.com/apps. The settings do not matter much; all you need to get is that App ID [API key] and App Secret.
    2. Once you get the App ID and Secret, you will also need to ensure that it does not expire (by default, they refresh every 30 days or so). To do that, click on “Edit App” in the upper right of your app’s page. Then, you’ll click on the advanced settings from the left-hand menu. There, you will find an option under “migrations” for “Deprecate offline access.” Make sure that is enabled. 
    3. You’ll also need the ID number of the username of whose wall you want to display. That can be found in the URL of the page (if they’ve created a unique URL, then click on “Edit Page,” and you’ll see the URL there). For example, a URL looks like this: https://www.facebook.com/pages/edit/?id=359858350733706.
    4. In the LiveWhale widget maker: For the access token, you’ll need to put the unique Facebook App ID [API Key] and the App Secret in this form (separated by a vertical “pipe” bar). For example:
      359858350733706|e0430f605bfb3a5646422d9295727bd7

    Source: https://www.lclark.edu/live/news/15918-getting-the-access-token-for-a-facebook-widget