FlexTemplate-Portfolio (SharePoint 2003)
From ctowiki
| This page has not been reviewed for accuracy with SharePoint 2007, it reflects SharePoint 2003 information. |
Contents |
WSU SharePoint ePortfolio Help Page
See also: Poster Help Page
These instructions assume that you are using Windows Internet Explorer Internet Explorer Browser version 6 and up. Internet Explorer is the browser recommended by Microsoft for use with SharePoint. You can use other browsers and achieve similar results but, if you do, expect to have a different experience than what is described in these instructions. Some SharePoint tools do not work correctly in other browsers. In the future we intend to write instructions for Firefox, and Safari browser users.
Creating an ePortfolio
(Learn more about Portfolios)
1. Click on "My Workspace Sites" in the right-hand margin of your mySite home page.
2. Click "Create" on the "Sites and Workspaces" page.
3. On the "New SharePoint Site" page give your portfolio a title and description. The title will appear in the top left-hand corner of the portfolio and the description will appear to the right of the portfolio title in "My Workspace Sites".
4. Enter the last part of your portfolio's address in the window to the right of "Web Site Address"
5. Decide what permissions you want to give to your portfolio. Your portfolio will likely have different permissions than your MySite. If so choose "Use unique permissions". This will allow you to establish permissions just for those participants who are relevant to the portfolio's specific focus.
6. Click "Create" at the bottom of the page.
7.The next page "Template Selection" allows you to choose the template for your portfolio. Select the appropriate ePortfolio template from the list of templates, in the window under "Template". Read the description under "Select a template" if you are unsure.
8. Click "OK" at the bottom of the page.
9. Congratulations! You have created your eportfolio page.
10. You can now navigate back to your homepage by clicking on the link "Up to [your name here] " in the upper right-hand corner of the page.
11. You should now see a link to your new ePortfolio under "My Workspace Sites"
Editing the front or "Home" page
A portfolio needs a key document, often called a "reflection", in which you highlight for your audience the themes you think are important in your experience or development. Of course, you should also take into account the themes they may think are important.
1. First select the "Home" tab in your portfolio.
2. Then click on the link "open the tool pane".
3. Next, click the "Rich Text Editor" button in the right-hand margin of the page.
In the editing window you can add and edit text and images using the formatting tools in the toolbar. You can also copy formatted text from Microsoft Word and paste it directly in the text window. Once you have finished remember to select "Save" in the bottom right-hand corner of the editing window.
Managing samples of your Work
EPortfolios usually include samples of work as evidence. Your ePortfolio makes it easy to include these samples in the form of files, links, or images.
Adding documents
1. Click on the "Resources" tab in the top left-hand corner of your ePortfolio.
2. Click on "Samples of My Work" to open this document library.
3. On the "Samples of My Work" page select "Upload Document" in the toolbar.
4. Click the "Browse" button and navigate to the document on your computer.
5. Select or open the document then, if you like, write a short description in the "Description" text window.
6. Click on the "Save and Close" button to save it to the library. As you do this you will be prompted to add additional information about the document into text windows titled "Significance" , "Notes", "Semester", and "Year". This information is useful in different ways: it can help to contextualize the document and make its significance apparent at a glance to you or your audience; it can also make filtering or searching for a document easier.
7. You can also upload multiple documents by selecting "Upload Multiple Files..." under the "Name" text window.
8. To edit the title or description of the document, place your cursor just to the right of the document name and click to open the drop down editing window. Then choose "Edit Properties" from the drop down menu.
Adding Links
- Click on the "Resources" tab in the top left-hand corner of your ePortfolio.
- Click on "Shared Web Links " to open this Link library.
- Click on "New Item " in the toolbar.
- Add the url, a title, and notes, in the windows provided.
- Click on the "Save and Close" button to save it to the library.
- To edit the url, title, or notes, click on the "edit" icon to the left of your url.
Adding Images
- Click on the "Resources" tab in the top left-hand corner of your ePortfolio.
- Click on "Shared Picture Library " to open.
- Click on "Add Picture " in the upper toolbar.
- Click the "Browse" button and navigate to the image on your computer.
- Click on the "Save and Close" button to save the image to the library.
- To edit the title or description of your image click on the image and then click on "Edit Properties". Be sure to click "Save and Close" in the upper toolbar to save your edits.
Adding Images to a Content Editor Web Part
To do this you must first get the url of the image in your shared picture library that you want add. To do this:
1. Navigate to your shared picture library by clicking on the "Resources" tab at the top of your poster.
2. Then Click on the "Shared Picture Library" link in the toolbar.
3.Next, click on the image that you want.
4. A window will open with details about your image. In this window, across from the word "Name", is the title of your image as a link. Click on this link.
5. This will bring you to a simple page that contains the url of the image in the address bar. This is the url you will add to your poster. Copy and save the url for the next step.
6. Then access and edit the "content editor web part" of your choice. If you have forgotten how to do this re-read "Adding and editing a content editor web part" above.
7. Open the "Rich Text Editor" and click the "insert image" button in the toolbar.
8. Add the url of the image that you saved earlier to the textbox to the right of "Picture Source", then click "OK".
The image should now be present in the content editor web part.
Wrapping Text Around and Image
To wrap text around an image select either left or right from the "alignment" drop-box as you add the image url. If you choose "Left", the image will be align to the left and the text will wrap around the right side of the image. If you choose "Right", the image will align to the right and the text will wrap around the left side of the image.
Adding a Caption to an Image
In order to add a caption to an image you must first create a table, give the table a caption, then add an image to the table.
1. Add a table to the content editor web part by first clicking next to the text in the content editor where you would like to add a table, then click on the insert table button.
2.Next, add the following settings to the insert table dialog box. You can play around with the settings to suit your purposes. For example, you can choose "right" or "left" as the "align" setting depending on your preferences. If you choose "right" the picture will be positioned to the right with text wrapping around the left-hand side; if you choose "left" the picture will be positioned to the left with the text wrapping around the right-hand side. The width setting will depend on the size of your image. The "border" setting is 0 in this example. It can be set at a number greater than zero but this will make the table border visible. When you have added all of the settings click "OK".
4. Next, click just below your caption in the content editor web part and insert an image. Refer to the instructions for "Adding images to a content editor webpart" if you need help.
Authorizing and Notifying Reviewers
At some point you may want to authorize different users to view your portfolio and give feedback. You can do this in your portfolio but currently this feature only works for those with a WSU network id. In the future there will also be a way for you to authorize and notify reviewers external to WSU.
1. Select "Site Settings" in the upper tool-bar of your eportfolio. This will open your "Site Settings" page.
2. Under the "Administration" heading in the "Site Settings" window select "Manage Users".
3. Select "Add Users" from the toolbar.
4. From the "Add Users" window you can enter the WSU email address of the person you would like to access your portfolio.
5. Read the descriptions of the different levels of access in "Step 2 Choose Site Groups" and then choose the level of access you want the user to have, then select the "Next" button in the bottom right.
6. Steps 4 and 5 allow you to confirm the user and then to send an email notification.
7. Select the "Finish" button when you have completed Steps 4 and 5. This will take you back to the "Manage Users" window.
8. From the "Manage Users" window you can edit users and their permissions by selecting the checkbox to the left of their name, and then selecting "Edit Site Groups of Selected Users" or "Remove Selected Users" from the toolbar.
Managing Discussion
1. Click on the "More Info" tab in the top left-hand corner of your ePortfolio.
2. Click on "Discuss This Portfolio"
3. Select "New Discussion" to open a text window for making a post.
4. Give your post a title in the "Subject" window.
5. Write and format the body of your post in the window titled "Text".
6. Select the check boxes that indicate the significance of your post. You can also add your own description in the textbox titled "Specify your own value". The addition of these terms of significance are very helpful in identifying, at a glance, the relevance of the post for you or your audience.
The terms of significance that you pick will appear in a column next to the title of the post in the discussion area. Once again, this is a good way to help you or your audience understand the relevance of the post at a glance.
Adding your own terms to the "Significance" column
Depending on the audience and/or the intention of your portfolio you may need to use different terms for significance. You can add your own terms by...
Adding a Survey
1. Click "Create" in the toolbar on the top of your home page. This will open a page with a list of different types of pages that you can create.
2. Select "Survey" from the list.
3. Define the general settings of the survey. You can set the name, description, and whether or not to show user names and/or allow multiple responses.
- Add the name of your survey to the texbox entitled "Name".
- Add a short description of your survey in the texbox entitled "Description"
- Choose "No" in response to the question "Display this survey on the Quick Launch Bar?"
- Decide whether or not you want to display user names in the results and/or if you want to allow multiple responses.
- Click "Next" when you have finished.
4. The next page prompts you to add a question to your survey.
- Type your first question in the box entitled "Question".
- Select the type of answer to the question. The default setting is for a multiple choice response to a question.
- Decide whether or not to require a response.
- If you've decided to leave the default settings and have respondents choose from a menu, then add each choice to a separate line in the textbox provided.
- Next decide how you wan to display the choices and if you want to allow fill-in choices.
- Then you can choose "Finish" to finish or "Next Question" to create another question.
5. To add your survey to a page, select "Modify Shared Page" in the upper right-hand corner of the page, then select "Add Web Parts" from the drop-down menu. This will open a Web Parts list in the right-hand margin.
6. Find the title of your survey in the Web Parts list and, depending on your browser, either drag and drop or add the survey to your page.
