1. Towards an easy use of CIRCABC Interest group leader training
DIGIT/A3-EGIS
By DIGIT-CIRCABC-SUPPORT
Sunday, January 13, 2019 1

2. Interest group leader training contents
Access to an interest group
Grant membership of your interest group
Invite new users
Invite applicants
Manage the user profiles
Remove membership
Administer the access profiles
Create and manage access profiles
Export/Import access profiles

3. Interest group leader training contents
Administer the Library
Set navigation preferences
Recover deleted documents
Set up a notification status
Grant access permissions to spaces
Share spaces with other interest groups
Manage the Information service
Define an information service
More information
Contact

4. CIRCABC: overview CIRCABC contains
Content management & communication functionalities
User management features
Collaborative groups, so-called « interest groups »
This training session aims to help you to perform the leadership of an interest group

5. Access to an interest group
3 access modes
with  membership: you can access if
you are logged in CIRCABC
you have membership of this group
through registered access: you can access if
via public access: anonymous visitors can access
no login is required
Membership is the default access mode

6. Open your group to registered users
The interest group visibility is defined through Administration > Access profiles

7. Open your group to registered users
Allow logged-in users to access the Library of your group although having no membership

8. Grant membership Two ways of giving membership:
Invite registered users
Accept applications

9. Grant membership Invite new users

10. Grant membership Invite new users
The new member is listed in the service ‘Members’

11. Grant membership Invite applicants
Check “View applicants”

12. Grant membership Invite applicants
View applicants and grant membership

13. Grant membership Manage user profiles
From the main page of the interest group, select
Administration > Membership

14. Grant membership Manage user profiles
Any member with role diradmin or dirManageMembers may modify a user profile

15. Grant membership Remove membership
Administration > Membership

16. Grant membership Remove membership
Users are not any longer members of the interest group. They remain ‘registered’ users.

17. Administer the access profiles Create and manage access profiles
From the main page of the interest group, select
Administration > Access profiles
> Create access profile

18. Administer the access profiles Create access profiles

19. Administer the access profiles Create and manage access profiles
The new profile can be edited. It can be removed as far as not allocated to any user.

20. Administer the access profiles Create and manage access profiles
Lists all users with profile « Author »
Edit the profile:
To change its name
To add translations of its name
To change roles on any service
Export the profile to another group
Delete the profile (only if not allocated to
anybody)

21. Administer the access profiles Export/Import access profiles
Export an access profile means make it available for any interest group of the category
In other words, any leader of the other interest group can
invite a whole group of users
provide these users with the access rights he/she wants

22. Manage the access profiles
The new profile can be assigned to members

23. Manage the access profiles
You cannot delete this profile as long as it has been assigned to a member

24. Manage the access profiles
delete a profile

25. Library: recover deleted documents
Recover a not-multingual document
‘Manage deleted items ’ can be found from the ‘Administration’ menu of the LIBRARY

26. Library: recover deleted documents
A member has unwillingly deleted document ‘clean_air_de.pdf’.
This document is not multilingual

27. Library: recover deleted documents
The deleted document is stored in a specific folder
Members with role ‘Libadmin’ can either restore or delete it

28. Library: recover deleted documents
The Library administrator has chosen “recover all items”
the documents can be sent back to their source-place or restored towards anywhere else

29. Library: recover deleted documents
The Library administrator can recover
the documents deleted during a given span of time
Specific documents (selected from name or content…)

30. Library: recover deleted documents
Document ‘clean_air_de.pdf’ has been recovered towards its original place
Content & document properties have been restored

31. Library: recover deleted documents
This multilingual document (source document + related translations) is deleted

32. Library: recover deleted documents
the document is recovered as several documents independant from one another
the relations between the original document and its translations are lost

33. Library: recover deleted documents
The document must be made multilingual again

34. Library: set up a notification status
The members with role ‘Libadmin’ may set up a notification status for single users or for access profiles

35. Library: set up a notification status
Let the search box empty and click ‘search’:
All the existing profiles are listed

36. Library: set up a notification status
All the members with profile ‘Access’ receive a notification whenever a document is uploaded into the Library

37. Library: set up a notification status
This user wants not to receive notifications but her access profile lets her to be notified…

38. Library: set up a notification status
User ‘nblackst’ will not be kept posted about new uploads despite her access profile (‘IG Leader’) lets her receive notifications

39. Library: set up a notification status
What a notification looks like

40. Library: create keywords
The members with role ‘Libadmin’ may create and control a multilingual list of keywords

41. Library: create keywords
The keywords can vary along with the language of the content

42. Library: manage keywords
You can add or remove linguistic versions ( )
You can delete the whole keyword ( )

43. Library: add a keyword to a document
Keywords help you to find documents more easily

44. Library: add a keyword to a document
You can add one linguistic version or all of them

45. Library: add a keyword to a document
The keywords are listed among the other properties

46. Library: Deal with dynamic properties
Members with role ‘Libadmin’ can define their own document properties

47. Library: Deal with dynamic properties
These properties can be multilingual

48. Library: Deal with dynamic properties
These can be a date, a sentence, a paragraph or a multiple-choice question

49. Library: Deal with dynamic properties
Later you can modify or delete this property

50. Library: Deal with dynamic properties
The new property is available from the document notice

51. Share spaces with other interest groups
Members with role ‘Libadmin’ can
Invite an interest group to link to a space on the Library of their own interest group
Set a link to a space on the Library of a different interest group

52. Share spaces with other interest groups
Invite an interest group to link to a space on the Library of their own interest group

53. Share spaces with other interest groups

54. Share spaces with other interest groups
Set a link to a space on the Library of a different interest group

55. Make your interest group welcome page
The ‘information’ service allows members with role ‘InfAdmin’ to present their interest group through a smarter lay-out

56. Make your interest group welcome page
You add your ‘mini-website’ as content of the ‘information’ service

57. Make your interest group welcome page
You create a space wherein you upload the images relating to the html file loaded in ‘content’ (similar to a ‘file folder’ in Windows)

58. Make your interest group welcome page
You link the content to the space through an index
This index can be configured through command ‘Edit Information service properties’ in the ‘Administration’ section of the ‘Information’ service

59. Make your interest group welcome page
The index has the same name as the htm(l) file uploaded as a content of the information service

60. Make your interest group welcome page
Now you can get a preview of the information page (in the same or another window)

61. Make your interest group welcome page
Whoever is granted access to the ‘information’ service can see this page by clicking ‘Information’ on the services menu

62. More topics Any other topic you would like to know more about? Events
Advanced search
etc

63. Thank you for your attention
Questions time
And for the questions we cannot answer there…
Thank you for your attention