On Your Computer

[Note: All information below was created solely for support of the 2012–13 DFS sandbox, and is likely no longer current.]

If you are participating in our 2012–13 DFS Sandbox, you’ll be interfacing with the DFS site on your computer as well as with your field mobile device. Here are some basics, all customized for this particular DFS WordPress site.

The first thing to do is become a part of the DFS Sandbox community for 2012–13; see here for an overview and here for current projects—and welcome!

  • Start by going to the DFS site. Do you see something like the image at right? Then you found DFS!
  • Click on Researcher Login. This is where you’ll login for DFS—but first you need to register for the site, which you can do on the menu dropdown or login page. When you see the register form:
    • Enter a username (note: you can’t change it later!)
    • Enter your school email (and make sure to check it for the confirmation message!)
    • Enter (twice) a good password; if you lose it you can request a new one
  • When confirmed, return to DFS and login. The first thing you should do is customize your profile,* which you can do via the “Edit My Profile” link at the upper right of the admin bar that appears once you’ve logged in (just roll over the “Howdy, …” text):
    • Enter your first and last name; generally you’d display publicly as Firstname Lastname, so make sure that’s correct too
    • Enter a website under contact information if you wish; be aware that it will be linked to your name on all your posts
    • Feel free to provide biographical etc. information about yourself; this will not be available to non-logged in visitors to the site
    • Then manage your avatar! See the box at upper right. You can upload an avatar, provide your Twitter account so it grabs your Twitter avatar, or stick with the computer-generated “wavatar” provided when you registered.
    • *Please note our privacy information immediately below, and feel free to talk with your instructor if you have any concerns related to public display of information about you on the DFS site.

Note regarding user privacy on the DFS site
As we have configured this WordPress instance, DFS users’ identity is only revealed to the public (i.e., non-logged-in users) via what they place on their user profile, including the “Display name publicly as,” “Website,” and “Biographical info” fields as well as any personal avatar image, in addition to content they themselves add to posts. If for any reason users prefer to maintain privacy, they can notify their instructors, edit their “Display name publicly as” field accordingly, and not include information in the other fields. The user’s email is never automatically revealed publicly. (As one comparison, it is worth noting that Lewis & Clark student names, but no further details, are typically available via a public search on the Lewis & Clark website.)


The most basic and frequent thing you’ll do on DFS is post (though you can also tweet using #lcdfs): whether it’s pure text, an image, some reported data, etc. it generally gets entered into DFS via the posting interface. Get friendly with it! See the image at right; here are a few hints:

  • Start by adding a title; you can edit it later if you wish. Then enter other items as shown at right.
  • WordPress automatically saves drafts of your posting, but it is not published until you click the Publish button. You can edit it at any time.
  • It’s really important to check your related category (you don’t need to check others in the hierarchy); ask for help if you need it, but don’t forget!
  • The Screen Options button at top can help you customize your display.

We recommend you try a test post to make sure everything works. Just do a post, making sure to check the miscellaneous category “Test”; then verify that your post and placemark show up on the test posts map.

Note: if you need to permanently hide this post from public view (e.g., if you are sharing sensitive data), go to the Restrict this content box, and enter Author under User Level. Your post title will show, but no other content will be available to anyone who is not logged in. (This feature is rarely used, since DFS is intended to support public digital scholarship.)

Onward! Two items you’ll often do when you post include adding media and a geotag map, and since these are a bit tricky, we’ll discuss them in the next sections. (You can add media or a map to an existing post later if you wish.)


In WordPress speak, “media” include any file you include with your post: one or more photos, a video file, a document, etc. Here are some basics:

  • For photos or documents, click the Add media button right above the posting window. You’ll see a dashed drag-and-drop box; just drag your files here.
    • If you’ve inserted a photo image, you’ll see options for its display on your post
    • For all uploaded media, make sure to click on your institution media tag!
    • Click Insert Into Post if you are adding a photo to your posting, or copy the link URL to link to a document
    • If your photo is geocoded and you want to use lat/long information in your post geotag, see the geotag section below
  • For video, we recommend you upload to a service such as YouTube (see here for a full list), then do the following:
    • Make sure your cursor is in the posting box at the place where you want to display the video
    • Click the shortcode button (it looks like a [ ] ) on your formatting toolbar, and select Video Embed
    • Insert the URL to your video (not the full embed code) in Image Source, and set Autosize to True…don’t enter values for other settings
    • Then click Insert and it will automatically insert shortcode for you! (You’ll see two square brackets with code in between.)
You may include as many media elements per posting as you wish. If you plan to include a large number of images, however, and want them to display as a slideshow, ask for help, as there are other ways to do this.

Geotagging your DFS post allows others to find it on a map, and will automatically include a map at the bottom of your post. There are several important steps to remember, as included on the image at right:

  • After you’ve clicked New Map to open up the MapPress window, enter a placename in the search box, then make sure to click the search button
  • If you’d like to use lat/long instead of a placename, you may enter decimal lat,long in the search box just like you’d do in Google Maps (remember that S lat and W long are negative!)
  • You’ll see a placemark appear; if you need to move your placemark slightly, just drag it around. You may edit the placemark info or type of placemark by simply clicking on it.
  • You may enter multiple placemarks (points) to one post; you may also enter different geometries, such as polygons or lines
  • Very important! When done, make sure to click the Save button so that all your changes are stored
  • If you’d like to add an existing KML file (e.g., with multiple points) instead of using the geotag feature summarized above, simply attach the file to your post, then enter the URL to this file in the same MapPress box where you’d typically enter a place name; see this example.
  • For full information, check out the documentation
By geotagging a post, and by assigning a post one or more categories, we can then easily display a “mashup map” showing all geotagged posts for that category. Thanks for adding a geolocated resource to DFS!

Though DFS users typically post in projects that have already been created, it’s possible that you may be asked by your instructor to start a new project. Each has a landing page created by a simple form, which any logged-in user may complete. Here is how to fill out the project form:

  1. Select New > Project from the admin bar at top (if logged in)
    • As an alternative, in dashboard view select Projects > Add Project.
  2. Enter a brief title for your project, in Headline Style Capitalization, at the top of the form (where you’ll see “Enter title here”).
    • Note: you can edit your title at any time, but be aware that the permalink “slug” (the URL suffix to this page) will not change unless you edit it as well. A simple way to ensure that the permalink slug matches your title is to click Edit next to the Permalink under your title, delete the editable portion, and click OK.
  3. Important!: Check one category only corresponding to your project, by going to Categories at right. You’ll check this same category for all your posts, so that they show up on your project landing page.
    • Note: before you complete this form, your DFS administrator needs to create a new category for your project. This is the one you’ll check.
  4. Enter basic project information as specified on the form, including:
    • Primary contact name and email (note: if you are a student and wish to maintain privacy, you may enter your instructor’s email)
    • Institution and URL
    • Expected completion date (usually, the end of the academic term in which you are doing the project; feel free to round to the start or end of the nearest month)
  5. Enter a concise project summary. As the form states, “Provide a roughly 250-word summary of your project goals, related activities, participants/beneficiaries, and relevance to digital field scholarship. You may include links and simple formatting.”
    • Your project summary is prominently displayed on your project landing page along with a geotag map of posts, so make sure it is well written with good grammar and perfect spelling!
  6. When finished, click Publish, then go to the page and verify. All posts related to your project (i.e., those that check your project category) will be linked to this page.

 

Lewis & Clark College
0615 S.W. Palatine Hill Road
Portland, Oregon 97219