Adding Resources

175  To add one or more resources, access the Resources tool and follow these steps:

1     If the Resources home page is not displayed, click the Reset button.

2     Click the Add button for the folder in which you want to store the resource.

 

Click the Add button.

3     When the CLE displays the Add pulldown list, click to select the type of resource you want to add.

 

Select the type of resource from the Add pulldown list.

4     Based on your selection, the steps to add a resource item vary. For instructions for adding each type of item, see the appropriate subsection.

Subtopics:

Adding Folders

Adding Files

Adding a Citation List and Citations

Adding URLs (Links to Web Sites)

Adding an HTML Page

Adding a Simple Text Document

Adding Form Items


Adding Folders

176  You may nest up to twenty folders within one Resources folder. To add one or more folders to Resources, follow these steps:

1     Select Create folders from the Add pulldown list. The CLE displays the Create Folders screen.

Create Folders screen

2     Enter the name of the folder in the Folder Name box. This entry is required.

3     Optionally, to add administrative information about this folder:

4     Click the Add details for this item link. The CLE displays additional boxes on the screen. 

Create Folders screen with details

5     Referring to the table below, enter data in all appropriate boxes.

 

Adding a folder

Item

Description

Description

Enter a description of this folder. 

Availability and Access

In the first subsection, click a radio button to specify whether this folder and its contents are to be available to site members only, the public, or members of selected groups.

     When you make a resource folder publicly viewable, anyone can access any file or other item in the folder by specifying its direct URL.

     The publicly viewable option is available for a folder only if that option has not been selected for its parent folder.

     If the publicly viewable option has been selected for the parent folder, this folder and its contents are automatically publicly viewable as well. In this situation, you cannot deselect the publicly viewable option at the level of this folder or any of its contents.

     Similarly, if you make this folder publicly viewable, the publicly viewable option is automatically set for all documents and subfolders inside the folder, and you cannot change this option for each individually.

     To make some resources on your site available to the public while keeping others private, be sure the publicly viewable option of your top-level resource folder is not selected. Then select the publicly viewable option for the individual resources you want to share with the public or put them into a subfolder and select this option for the subfolder.

     To make resources stored in My Workspace available to users via other sites you own, be sure to put them in folders marked as public.

     If you choose the “groups” option, the CLE displays a list from which you select the appropriate groups.

In the next subsection, click a radio button to indicate one of these options:

     The folder and its contents are to be available on specific dates (use the pulldown lists or calendars to select a start date and time, an end date and time, or both).

     The folder and its contents are to be hidden from  everyone other than the site organizer(s). 

 

6     Optionally, to add another folder, click the Add Another Folder link near the bottom of the screen and repeat steps 2 - 3 as needed.

7     To create the folder(s), click Create Folders Now. The CLE adds the folder(s) and displays the Resources home page. Or, to return to the Resources home page without adding the folders, click Cancel.

Adding Files

177  To add one or more files (such as word processing files, spreadsheets, images, and more) from your computer to Resources, follow these steps:

1     Select Upload Files from the Add pulldown list for the folder to which you want to add the file. The CLE displays the Upload Files screen.

Upload Files screen

2     Click the Browse button for the File to Upload box and follow the instructions in Uploading a Local File.

3     In the Display Name box, enter the name by which you want this file to be listed in Resources. An entry in this box is required.

4     Optionally, to add administrative information about this file:

5     Click the Add details for this item link. The CLE displays additional boxes on the screen. 

Upload Files screen with administrative details

6     Referring to the table below, enter data in all appropriate boxes.

Adding a file

Item

Description

Description

Enter a description of this file. 

Copyright Status

Select the appropriate copyright information for the file. For basic information on copyright status, see Displaying Copyright Alerts.

Copyright Alert

Click the box to display an appropriate copyright alert to users who access the file. For basic information on copyright alerts, see Displaying Copyright Alerts.

Availability and Access

In the first subsection, click a radio button to specify whether this resource is to be available to site members only, to the public, or to members of selected groups.

     For information on the implications of setting the publicly viewable option, see Adding Folders.

     If you choose the “groups” option, the CLE displays a list from which you select the appropriate groups.

In the next subsection, click a radio button to indicate one of these options:

     The file is to be available on specific dates (use the pulldown lists or calendars to select a start date and time, an end date and time, or both).

     The file is to be hidden from everyone other than the site organizer(s). 

 

7     To add another file, click the Add Another File link near the bottom of the screen and repeat steps 2 - 4 as needed.

8     Select from the Email Notification pulldown list to indicate whether site participants are to be notified of the addition(s). For basic information on email notifications, see Specifying Email Notification Options.

9     To add the file(s), click Upload Files Now. The CLE adds the file(s) and displays the Resources home page. Or, to return to the Resources home page without adding the file(s), click Cancel.

Adding a Citation List and Citations

Adding a Citation List

178  To add a citation list to your site, follow these steps:

1     Select Add Citation List from the Add pulldown list for the folder to which you want to add the citation. The CLE displays the Add Citations screen.

Add Citations screen

2     Choose from among these options:

     Search scholarly resources in Google Scholar and save search results to your citation list by following the instructions in Adding Citations from Google Scholar.

     Enter data for citations into an online form by following the instructions in Entering Citations .

     Import citations in RIS format from EndNote, RefWorks, or other citation management tools by following the instructions in Importing Citations from a Citation Management Tool.

     Create an empty list (that is, without adding citations) by clicking the Edit Citation List button.

The CLE displays the Edit Citation List screen, including all current citations for this list (if any).

Edit Citation List screen

3     On the Edit Citation List screen, choose from among these options:

     To add more citations, click the Add Citations to List button and repeat step 2 above.

     To finish creating the new list, click the Finish button. When the CLE displays the Add Citations List screen shown below, proceed to step 4.

     To exit without adding this list, click Cancel Citation List. The CLE displays the Resources home page.

Add Citation List screen

4     Referring to the table below, enter information about the citation list you are adding.

Adding a citation list

Item

Description

Name

Enter a name for this list. This entry is required. 

Description

Enter a description of this list. 

Availability and Access

In the first subsection, click a radio button to specify whether this resource is to be available to site members only, to the public, or to members of selected groups.

     For information on the implications of setting the publicly viewable option, see Adding a folder.

     If you choose the “groups” option, the CLE displays a list from which you select the appropriate groups.

In the next subsection, click a radio button to indicate one of these options:

     The list is to be available on specific dates (use the pulldown lists or calendars to select a start date and time, an end date and time, or both).

     The list is to be hidden from everyone other than the site organizer(s). 

Optional properties

If desired, click the  icon to display fields for optional properties such as an alternate title, the name of the list creator, etc. Enter information as appropriate to your needs.

 

5     Select from the Email Notification pulldown list to indicate whether site participants are to be notified of the addition(s). For basic information on email notifications, see Specifying Email Notification Options.

6     To add the list, click Finish. The CLE adds the list to Resources and displays it. Or, to return to the Resources home page without adding the link(s), click Cancel.

Adding Citations 

179  You may add citations to a new or existing citation list.

1     To add citations to a list as you are creating the list, first select Add Citation List from the Add pulldown list for the folder to which you want to add the citation.

2     To add citations to an existing list, find the appropriate list in Resources and click the Actions button for it; select Edit Citation List from the pulldown list displayed by the CLE; and then click the Add Citations to List button from the Edit Citations List screen.

180 In either case, the CLE displays the Add Citations screen. After displaying that screen, follow these steps:

1     Add one or more citations by any of the following means:

     Search scholarly resources in Google Scholar and save search results to your citation list by following the instructions in Adding Citations from Google Scholar.

     Enter data for citations into an online form by following the instructions in Entering Citations from Scratch.

     Import citations in RIS format from EndNote, RefWorks, or other citation management tools by following the instructions in Importing Citations from a Citation Management Tool.

2     After adding as many citations as you like, choose one of these options to complete your work:

     If you are creating a new list, click the Edit Citation List button and then click the Finish button. Proceed as in Adding a Citation List, step 4.

     If you are adding to an existing list, click the Done Editing List button. The CLE displays the Resources home page.

Adding Citations from Google Scholar

181  To add one or more citations from Google Scholar, follow these steps:

1     On the Add Citations screen, click the Search Google Scholar button. Google displays the standard Google Scholar Search screen.

2     Find and import each citation by following the directions given on the Google screen.

Entering Citations from Scratch

182  To add one or more citations by keying the information for each citation, follow these steps:

1     On the Add Citations screen, click the Create New Citation button. The CLE displays the Add Citation screen.

Add Citation screen

2     Use the pulldown list and fields to specify all relevant information for the citation. Only the Article Title entry is required. 

To add multiple entries for Note(s), Subject(s), Right(s), and/or Link(s), click the Add another link beneath the applicable field.

3     Save the new citation by clicking the Save Citation button at the bottom of the screen. The CLE displays the Edit Citation List screen.  Or, to cancel your work and return to the Add Citations screen, click Cancel Citation

Importing Citations from a Citation Management Tool

183  To add one or more citations in RIS format from EndNote, RefWorks, or another citation management tool, follow these steps:

1     On the Add Citations screen, click the Import Citations button. The CLE displays the Import Citations screen.

Import Citations screen

Choose from the following options.

     To upload an RIS-formatted citations file from your computer, click the Browse button and select the file you want to add. For information on uploading files, see Uploading a Local File.

     To enter citations by typing them in, type them in RIS format in the Import RIS Formatted Data from the Following Text box.

2     Import the material by clicking the Import button. The CLE displays the Edit Citation List screen, and the new citation(s) are shown there.

Alternatively, you may cancel this operation and either return to the preceding screen by clicking Back to Add Citations or return to the Resources screen by clicking Cancel Citation List.

3     To add more citations to this list, click the Add Citations to List button. Or, if you have finished your work in this list, click Done Editing List to save it and display the Resources home page.

Adding URLs (Links to Web Sites)

184  To add one or more links to web sites, follow these steps:

1     Select Add Web Links (URLs) from the Add pulldown list for the folder to which you want to add the link. The CLE displays the Add Web Links (URLs) screen.

Add Web Links (URLs) screen with boxes for administrative details

2     Referring to the table below, enter data in all appropriate boxes.

Adding a web link (URL)

Item

Description

Description

Enter a description of this link. 

Availability and Access

In the first subsection, click a radio button to specify whether this resource is to be available to site members only, to the public, or to members of selected groups.

     For information on the implications of setting the publicly viewable option, see Adding a folder.

     If you choose the “groups” option, the CLE displays a list from which you select the appropriate groups.

In the next subsection, click a radio button to indicate one of these options:

     The link is to be available on specific dates (use the pulldown lists or calendars to select a start date and time, an end date and time, or both).

     The link is to be hidden from everyone other than the site organizer(s). 

 

3     To add another link, click the Add Another Web Link link near the bottom of the screen and repeat steps 2 - 4 as needed.

4     Select from the Email Notification pulldown list to indicate whether site participants are to be notified of the addition(s). For basic information on email notifications, see Specifying Email Notification Options.

5     To add the file(s), click Web Links Now. The CLE adds the link(s) and displays the Resources home page. Or, to return to the Resources home page without adding the link(s), click Cancel.

Adding an HTML Page

185  To add an HTML page to Resources, follow these steps:

1     Select Create HTML Page from the Add pulldown list for the folder to which you want to add the page. The CLE displays the Create HTML Page screen.

Create HTML Page screen

2     In the large white box, enter text for your HTML page. Use the icons and pulldown lists above the box to enter and format material as needed. For basic information on using these tools, see Using the Rich Text Editor.

3     To proceed, click Continue. Or to cancel this addition, click Cancel. If you clicked Continue, the CLE displays a second page of the Create HTML Page screen.

Second page of the Create HTML Page screen

4     In the Name box, enter the name by which you want this page to be listed in Resources. An entry in this box is required.

5     Optionally, to add administrative information about this page, refer to the table below and enter data in all appropriate boxes.

Adding an HTML page

Item

Description

Description

Enter a description of this page. 

Copyright Status

Select the appropriate copyright information for the page. For basic information on copyright status, see Displaying Copyright Alerts.

Copyright Alert

Click the box to display an appropriate copyright alert to users who access the page. For basic information on copyright alerts, see Displaying Copyright Alerts.

Availability and Access

In the first subsection, click a radio button to specify whether this resource is to be available to site members only, to the public, or to members of selected groups.

     For information on the implications of setting the publicly viewable option, see Adding a folder.

     If you choose the “groups” option, the CLE displays a list from which you select the appropriate groups.

In the next subsection, click a radio button to indicate one of these options:

     The page is to be available on specific dates (use the pulldown lists or calendars to select a start date and time, an end date and time, or both).

     The page is to be hidden from everyone other than the site organizer(s). 

Email Notification

Select from the pulldown list to indicate whether site participants are to be notified of the addition. For basic information on email notifications, see Specifying Email Notification Options.

 

6     To add the page, click Finish. The CLE adds the page and displays the Resources home page. Or, to return to the Resources home page without adding the page, click Cancel.

Adding a Simple Text Document

186  To add a simple text document (that is, text with no formatting) to Resources, follow these steps:

1     Select Create Text Document from the Add pulldown list for the folder to which you want to add the document. The CLE displays the Create Text Document screen.

Create Text Document screen

2     In the large white box, enter text for your document.

3     To proceed, click Continue. Or to cancel this addition, click Cancel. If you clicked Continue, the CLE displays a second page of the Create Text Document screen.

Second page of the Create Text Document screen

4     In the Name box, enter the name by which you want this document to be listed in Resources. An entry in this box is required.

5     Optionally, to add administrative information about this document, refer to the table below and enter data in all appropriate boxes.

Adding a simple text document

Item

Description

Description

Enter a description of this document. 

Copyright Status

Select the appropriate copyright information for the document. For basic information on copyright status, see Displaying Copyright Alerts.

Copyright Alert

Click the box to display an appropriate copyright alert to users who access the document. For basic information on copyright alerts, see Displaying Copyright Alerts.

Availability and Access

In the first subsection, click a radio button to specify whether this resource is to be available to site members only, to the public, or to members of selected groups.

     For information on the implications of setting the publicly viewable option, see Adding a folder.

     If you choose the “groups” option, the CLE displays a list from which you select the appropriate groups.

In the next subsection, click a radio button to indicate one of these options:

     The document is to be available on specific dates (use the pulldown lists or calendars to select a start date and time, an end date and time, or both).

     The document is not to be displayed to anyone other than the site administrator(s). 

Email Notification

Select from the pulldown list to indicate whether site participants are to be notified of the addition. For basic information on email notifications, see Specifying Email Notification Options.

 

6     To add the document, click Finish. The CLE adds the document and displays the Resources home page. Or, to return to the Resources home page without adding the document, click Cancel.

Adding Form Items

187  You may add form items to Resources for any form that has been added via the Forms tool. For information on adding forms, see Adding a Form.

188  To add a form item, follow these steps:

1     Select New Form from the Add pulldown list for the folder to which you want to add the form item. The CLE displays the Select a Form screen.

Select a Form screen

2     Select the appropriate form from the pulldown list.

3     To proceed, click Continue. Or, to exit without adding a form item, click Cancel. If you clicked Continue, the CLE displays the form you chose. The nature of the display will vary depending on the form.

Sample form

4     You have these options:

     To proceed, fill out the form as usual and click Continue.

     To return to the preceding screen and select another form, click Back.

     To exit without adding a form item, click Cancel.

If you clicked Continue, the CLE displays the New Form Item screen.

New Form Item screen

5     In the Name box, enter the name by which you want this form item to be listed in Resources. An entry in this box is required.

6     Referring to the table below, enter data in all appropriate boxes.

Adding a form item

Item

Description

Description

Enter a description of this form item. 

Copyright Status

Select the appropriate copyright information for the form item. For basic information on copyright status, see Displaying Copyright Alerts. An entry in this field is required.

Copyright Alert

Click the box to display an appropriate copyright alert to users who access the form item. For basic information on copyright alerts, see Displaying Copyright Alerts.

Availability and Access

In the first subsection, click a radio button to specify whether this resource is to be available to site members only, to the public, or to members of selected groups.

     For information on the implications of setting the publicly viewable option, see Adding a folder.

     If you choose the “groups” option, the CLE displays a list from which you select the appropriate groups.

In the next subsection, click a radio button to indicate one of these options:

     The form item is to be available on specific dates (use the pulldown lists or calendars to select a start date and time, an end date and time, or both).

     The form item is not to be displayed to anyone other than the site administrator(s). 

Email Notification

Select from the pulldown list to indicate whether site participants are to be notified of the addition. For basic information on email notifications, see Specifying Email Notification Options.

 

7     To add the form item, click Upload Form items Now. The CLE adds the form item and displays the Resources home page. Or, to return to the Resources home page without adding the form item, click Cancel.