Differences

This shows you the differences between two versions of the page.

--- project_properties [2025/01/12 10:54] – [Export] jsmith
+++ project_properties [2025/02/19 15:07] (current) – [Shared settings] yvonne_moore
@@ Line 5: / Line 5: @@
 ===== File Management Toolbar =====
-{{:file_management_toolbar_xerte.png|File management toolbar.}}
+{{:file_man_toolbar313.png?400|File management toolbar.}}
 ^ Icon ^ Function ^ Description ^
-| {{:btn1.png|Edit project icon.}} | Edit | When a project is selected and this icon is clicked, the editor will open in a browser window. |
+| {{:edit_btn313.png?40x40|Edit project icon.}} | Edit | When a project is selected and this icon is clicked, the editor will open in a browser window. |
-| {{:btn2.png|Project properties icon.}} | Project Properties | When a project is selected and this icon is clicked, the Project Properties pop-up window opens. |
+| {{:prop_btn313.png?40x40|Project properties icon.}} | Project Properties | When a project is selected and this icon is clicked, the Project Properties pop-up window opens. |
-| {{:btn3.png|Play project icon.}} | Preview | When a project is selected and this icon is clicked, the project preview will open in a browser window. |
+| {{:preview_btn313.png?40x40|Play project icon.}} | Preview | When a project is selected and this icon is clicked, the project preview will open in a browser window. |
-| {{:btn4.png|New folder icon.}} | New Folder | When a project is selected and this icon is clicked, a new folder can be created by typing in a suitable name and clicking Create. |
+| {{:folder_btn313.png?40x40|New folder icon.}} | New Folder | When a project is selected and this icon is clicked, a new folder can be created by typing in a suitable name and clicking Create. |
-| {{:btn5.png|Delete project icon.}} | Delete | When a project is selected and this icon is clicked, the project will be moved to the Recycle Bin area in the project-tree.  It can be dragged back under the Workspace if the 'deletion' was in error.  To permanently delete a project, select the project in the Recycle bin area and click the Bin icon again. |
+| {{:delete_btn313.png?40x40|Delete project icon.}} | Delete | When a project is selected and this icon is clicked, the project will be moved to the Recycle Bin area in the project-tree.  It can be dragged back under the Workspace if the 'deletion' was in error.  To permanently delete a project, select the project in the Recycle bin area and click the Bin icon again. |
-| {{:btn6.png|Duplicate project icon.}} | Duplicate | When a project is selected and this icon is clicked, a duplicate of the project will be made and displayed 'Copy of' in front of the name. Copies do not retain Project Properties settings (such as shared users or changed access levels). |
+| {{:copy_btn313.png?40x40|Duplicate project icon.}} | Duplicate | When a project is selected and this icon is clicked, a duplicate of the project will be made and displayed 'Copy of' in front of the name. Copies do not retain Project Properties settings (such as shared users or changed access levels). |
-| {{:btn7.png|Publish project icon.}} | Publish | When a project is selected and this icon is clicked, a 'Publishing your Project' pop-up window opens so that the 'access' levels can be updated. |
+| {{:publish_btn313.png?40x40|Publish project icon.}} | Publish | When a project is selected and this icon is clicked, a 'Publishing your Project' pop-up window opens so that the 'access' levels can be updated. |
 ===== Project Properties pop-up window =====
-On clicking the Project Properties icon this window opens with tabs holding a variety of settings that affect your project. {{:btn2.png|Project properties icon.}}
+On clicking the Project Properties icon {{:prop_btn313.png?40x40}} this window opens with tabs holding a variety of settings that affect your project.
+{{:properties_win_313.png|Project properties pop-up.}}
-{{:project_properties_xerte.png|Project properties pop-up.}}
 ==== Project ====
@@ Line 28: / Line 30: @@
 ==== Notes ====
-This tab %%provides a text box to add notes, only visible to the creator and any co-authors of the project.  This can be used to provide helpful information for future editors of this project.%%
+This tab provides a text box to add notes, only visible to the creator and any co-authors of the project.  This can be used to provide helpful information for future editors of this project.
-==== Media and quota ====
+==== Media and files ====
 This tab provides an overview of all the files that have been added to the project.  Files (such as images, audio, PDFs) can be uploaded to a Xerte project, usually through the Media Browser when editing the project. Files can also be uploaded here, in the Media and quota tab, and will then be available, when editing, to add to project pages.  It is also possible to remove any files that are not in use, by clicking the red cross next them, so that the overall project file size is kept to a minimum, and from Release 3.12 a button has been added enabling you to delete all unused files with one click. Clicking on any file displayed here will produce a URL link to access it directly (in a browser window).
 ==== Access ====
@@ Line 38: / Line 41: @@
 This tab controls how people can access the published project.  By default, the project is 'Private', so that only authors and editors can view it. The other settings provide four methods of access:
-  - **Public** - %%available to anyone on the internet via a URL (web link).%%
+  - **Public** - available to anyone on the internet via a URL (web link).
-  - **Require login** - available to anyone with an account for that Xerte installation (via username and password). **Changed in 3.13.**
+  - **Require login **- available to anyone with an account for that Xerte installation (via username and password). **Changed in 3.13**.
-  - **Password**%% - %%The project will be visible to people using the password entered. **New in 3.13.**
+  - **Password** - The project will be visible to people using the password entered. **New in 3.13.**
-  - **Other**%% - only available via links from specified sites. For example, you can make a project only work when accessed via a link from a specific VLE/LMS course.%%
+  - **Other** - only available via links from specified sites. For example, you can make a project only work when accessed via a link from a specific VLE/LMS course.
 The project can be returned to 'Private' access at any time.
@@ Line 47: / Line 50: @@
 ==== Shared settings ====
-This tab provides the option to share a project with others who have an account for that Xerte installation.  Names can be entered, and the Add User button clicked to share.  %%All users who have been given access to a project will see it in their workspace's project panel list when they next login to Xerte.%%
+This tab provides the option to share a project with others who have an account for that Xerte installation.  Names can be entered, and the Add User button clicked to share access.  If you are unable to find the person that you want to share your project with when searching using their username, it’s likely that they have not used Xerte before. Ask them to login to Xerte to create an account, and then search for them again.
+All users who have been given access to a project will see it in their workspace's project panel list when they next login to Xerte. The original author of the project is given the role of **Creator**. The creator has full permission to change every aspect of a project, as well as permission to delete it entirely.
 There are three roles you can give to others when sharing a project in the Editing workspace:
-  - **Read only**%% %%- access to view but not edit a project
+  - **Read only** - access to view but not edit a project
-  - **Editor**%% %%- access to create, add and delete pages in a project
+  - **Editor **- access to create, add and delete pages in a project but they can't change the project properties
-  - **Co-author**%% %%- full access to edit, duplicate and share a project
+  - **Co-author** - full access to edit, duplicate and share a project but they can't delete it
 This feature allows people to collaborate on a single Xerte project, however it is important to note that only one person at a time can edit the project. Xerte will notify the user if someone else is editing, with a time stamp.  The user can be notified by email when the first author has closed the editing interface  (if you have an institutional installation and this functionality is available to you, contact your Xerte administrator). If the project is not closed properly then the notification page may persist.  If the second author is certain that the first has finished they can click the 'delete lockfile' button to begin editing.
+**Note: **Sometimes it can be helpful to transfer ownership of a project, i.e. change the person who has the **Creator** role. Only a Xerte administrator can do this, please see the relevant [[admin_site_management.php|Admin]] guide. If a project is transferred to someone else, then they become the new project Creator (and no record of the previous Creator is kept).  This usually happens if someone leaves the organisation or team working with the given Xerte installation, and provides the ability for projects to be continued to be worked on.
 ==== RSS ====
@@ Line 67: / Line 75: @@
 ==== Export ====
-%%There are several ways to export a project. An exported project is packaged, but not deleted, into a zip file for you to share with another user, to deploy on the web, or to import into a SCORM-compliant LMS or VLE. You can choose whether to export all of the project's files, or just those files used by the project.     %%
+There are several ways to export a project. An exported project is packaged, but not deleted, into a zip file for you to share with another user, to deploy on the web, or to import into a SCORM-compliant LMS or VLE. You can choose whether to export all of the project's files, or just those files used by the project.
-  * %%Export for deployment - useful for upload to a VLE (without tracking) or for importing to another Xerte instance   %%
+  * Export for deployment - useful for upload to a VLE (without tracking) or for importing to another Xerte instance
   * Export for SCORM deployment - useful for tracking learner activity when added to an LMS or VLE. There are two versions of SCORM export (1.2 or 2004) and which one you use will depend on which LMS or VLE you are using. (E.g. Moodle recommends using SCORM 1.2 as the supported version).
-  * %%Archive export - a complete backup of the project    %%
+  * Archive export - a complete backup of the project
-  * %%Offline export - a special version that allows the project to be viewed offline, by double-clicking the index.htm file included in the download    %%
+  * Offline export - a special version that allows the project to be viewed offline, by double-clicking the index.htm file included in the download
+:!: **New in 3.13**. The downloaded zip file's name will now include the project's **ID number**.
-:!: New in 3.13  The downloaded zip file's name will now include the project's **ID number**.
 ==== LTI/xAPI ====
@@ Line 87: / Line 96: @@
 ==== Give this project ====
-%%This tab allows you to give a copy of this project to someone else, by typing their name in the box. The person you share with must have an account on your Xerte installation.  They will see the copy when they next log in to Xerte. Your original project remains unchanged.  %%
+This tab allows you to give a copy of this project to someone else, by typing their name in the box. The person you share with must have an account on your Xerte installation. If you are unable to find the person that you want to share your project with when searching using their username, it’s likely that they have not used Xerte before. Ask them to login to Xerte to create an account, and then search for them again.
+They will see the copy when they next log in to Xerte. Your original project remains unchanged.
 ==== XML sharing ====
-%%In this tab %%you can set up XML Sharing for your project. Your project must be published for this to work. This allows your work to be used in other systems.
+In this tab you can set up XML Sharing for your project. Your project must be published for this to work. This allows your work to be used in other systems.
 ==== Group Sharing ====
-This tab allows projects to be shared with Groups. It will only appear if Groups have been set up in the Xerte Management pages. This allows projects to be shared to a group folder so that anyone in that group can edit them. Group folders appear at the bottom of your personal projects and folders in the main workspace project-tree.
+This tab allows projects to be shared with Groups. It will only appear if Groups have been set up in the Xerte Management pages. This allows projects to be shared to a group folder so that anyone in that group can edit them. Group folders appear at the bottom of your personal projects and folders in the main workspace project-tree. In **version 3.13** this tab is **deprecated**, where sharing to groups can be done in the Shared settings tab.
 {{tag>pagetype all_pages}}