Studio Editor User Guide

Version 6.11

Reference Guide

Table of Contents

Copyright and Legal Notice ...... 1 Copyright...... 1 Release Notes ...... 3 Editor 6.11 Release Notes ...... 3 System Requirements ...... 6 Hardware Requirements ...... 6 Software Requirements...... 6 Getting Started in Studio (For New Users)...... 9 Logging In and Updating Your Profile ...... 11 Log into Xyleme Studio ...... 11 Studio Home Page: The Document Manager ...... 13 What is the Document Manager? ...... 13 Common Conventions in Studio...... 17 Helpful Hints ...... 17 Content editing toolbar ...... 21 Building a Document in Studio ...... 23 The Content Editor ...... 23 Document Structure Basics...... 28 Basic Content Authoring ...... 36 Authoring in Xyleme Studio ...... 49 Authoring Fundamentals ...... 51 Getting Started with a Document ...... 51 How Documents are Saved in Studio Editor ...... 55 Text Blocks ...... 56 Lists ...... 59 Tables ...... 66 Media ...... 70 Custom Notes ...... 127 Procedures ...... 133 Equations ...... 141 Glossary ...... 146 Spell Checker ...... 151 Cover Page for Web Course ...... 152

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Advanced Authoring ...... 155 Cross References and Links ...... 155 Special Notes and Styles ...... 180 Authoring Assessments ...... 210 Content Groups ...... 301 Design Data ...... 303 Document Index ...... 309 Educational Objectives ...... 311 Flash Cards ...... 313 HTML Page ...... 324 Image Map ...... 328 Slides ...... 334 Supplements ...... 337 Topic FAQs ...... 340 Web Component ...... 343 Managing Content ...... 351 Content Workflow ...... 373 Assign a Document to a User ...... 373 Work on an Assigned Task ...... 374 Manage Folder and Document Permissions ...... 379 Reviews ...... 387 Non-Authoring Tasks ...... 427 Copy Documents ...... 429 Export Document XML ...... 433 Import Documents ...... 437 Publish Documents ...... 445 Publish a Document ...... 445 Publish Documents to CDS ...... 450 Searching in Studio ...... 459 Search from Navigation Bar ...... 459 Search for an element by GUID ...... 465 Search and Replace within a document ...... 467 Document Structure ...... 471 Single Source Project (SSP) Structure ...... 473 What is a Single Source Project? ...... 473 Cover Page & Front Matter ...... 473 Structure Using Modules vs Lessons ...... 478 Modules ...... 479

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Lessons ...... 483 Topics ...... 487 Web Course Structure...... 495 Pages ...... 495 Containers ...... 495 Slide Deck Document ...... 497 Create a Slide Deck Document ...... 498 Manage Slide Deck Properties ...... 499 Procedure Document ...... 503 Create a Procedure Document ...... 503 FAQ Document...... 505 Create an FAQ Document ...... 505 Lesson and Module Template Documents ...... 507 Create a Lesson Template Document ...... 507 Create a Module Template Document ...... 508 Appendix ...... 510 Previous Release Notes ...... 511 Editor 6.9 Release Notes ...... 511 Editor 6.6 Release Notes ...... 513 Editor 6.4 Release Notes ...... 514 Editor 6.2 Release Notes ...... 515 Moving from Studio Desktop to Studio ...... 521 Overview...... 521 Frequently Asked Questions ...... 521 Detailed Information ...... 534 Glossary ...... 565 Index ...... 575

Studio Editor User Guide Page iii

Copyright and Legal Notice

Copyright

Copyright and Reproduction Notice

Copyright © 2017 Xyleme, Inc., 700 Seventeenth Street, Suite 1950, Denver, C0 80202 USA. All rights reserved.

This product and related documentation are protected by copyright and are distributed under licenses regarding their use, copying, distribution and decompilation. No part of this product or related documentation may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Xyleme, Inc.

Confidentiality and Proprietary Notice

This product and related documentation are the confidential and proprietary products of Xyleme, Inc., the use of which is governed by the terms and conditions of the license agreement. Neither the software nor the related documentation may be distributed to any unauthorized party.

Trademarks

Xyleme™ is a trademark of Xyleme, Inc. in the United States and other countries.

Xyleme, Inc. may own other service marks or trademarks that are not included here. The use of any service mark or trademark herein without the prior written consent of Xyleme, Inc. is strictly prohibited.

All other trademarks that may appear in this product and the related

Studio Editor User Guide Page 1

documentation are the property of their respective owners.

Warranty Disclaimer

This document is provided without any warranty of any kind, either express or implied. This document may contain technical inaccuracies or typographical errors.

Changes are periodically made to this product and related documentation. These changes will be incorporated into new versions of the product and documentation. Xyleme, Inc. reserves the right to make changes or improvements to the product or documentation at any time. Information in this document is subject to change without notice. Companies, names and data used in examples are fictitious unless otherwise noted.

Acknowledgments of Other Software

This product includes software developed by the Apache Software Foundation (http://www.apache.org). Copyright © 1999-2013 The Apache Software Foundation. All rights reserved.

This product incorporates the Antenna House XSL Formatter. Copyright © 2002-2011 Antenna House, Inc. All rights reserved.

This product incorporates cadaver (http://www.webdav.org/cadaver).

This product incorporates CKEditor (http://ckeditor.com/). Copyright © 2003 - 2017 CKSource sp. z.o.o. sp.k. All rights reserved

This product incorporates dom4j (http://www.dom4j.org).

This product incorporates DragMath (http://www.dragmath.bham.ac.uk). Copyright © 2013 Alex Billingsley, Chris Sangwin.

This product incorporates Jazzy (http://jazzy.sourceforge.net).

This product incorporates jcalendar

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(http://sourceforge.net/projects/jcalendar).

This product includes software developed by JGoodies (http://www.jgoodies.com). Copyright © 2016 JGoodies. All rights reserved.

This product incorporates kXML2 (http://kxml.sourceforge.net).

This product incorporates MathFlow Components Equation Composer and Editor (http://www.dessci.com/en/products/mathflow/). Copyright © 1996-2017 Design Science. All rights reserved.

This product incorporates NetBeans (http://www.netbeans.org).

This product incorporates WIRIS Editor (http://www.wiris.com/editor).

Release Notes

Editor 6.11 Release Notes

This table details the changes in this document for the 6.11 production release of Editor.

Change Status Description Affected Sections

Added Expand New Added Expand and Getting Started in and Collapse all Collapse all to Studio > Building a to document document outline Document in outline Studio > Document Structure Basics > Controlling the document outline

Studio Editor User Guide Page 3

Added Break New You can now break a Authoring in Link function link once you've reused Studio > Advanced for linked content. Breaking a link Authoring > content makes a copy of the Managing Content object in the location > Reusing Content where you're breaking > Breaking links to the link. It only breaks shared content the link in the location where it is initiated leaving all others instances of the reuse linked.

Search Update  Added Where  Non- Improvements Used to search Authoring results Tasks > Searching in  Streamline the interface for Studio > adding Folder Searching filters to search from the results by adding Navigation a type ahead Bar > control if you Anatomy of know the folder a Search you want to add. Result  Release Notes Only

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Added more Update We've added icons next Release Notes visual to each template Only indications to element in Template Template Manager to indicate if a manager template is public or private and is Check-Out status

Public

Private

Added Update Added Cross-reference Authoring in additional and URL to image Xyleme Studio > image behaviors on Figures Authoring behaviors to Fundamentals > figures Media > Images > Insert image behavior properties for an image.

Made Update Contextual toolbars for Release Notes Contextual items such as tables, Only Toolbars lists, etc. are now movable moveable.

Margin Notes Update You can now drag and Release Notes are now drop margin notes as Only movable you can move other elements in Editor.

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Replaced review Update As all new and many Authoring in section of this existing customers are Xyleme Studio > document with using the new Content Workflow the new consolidated review > Reviews consolidated feature we're replacing review function. the review section of this document with information on the new review features.

System Requirements

Hardware Requirements

 2 GHz or greater

 4 GB RAM minimum, 8 GB recommended

Software Requirements

Operating Systems

Version Service Pack and Updates

Windows 7 Latest service packs and security fixes

Windows 8 Latest service packs and security fixes

Windows 10 Latest service packs and security fixes

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Version Service Pack and Updates

Mac OSX 10.11.6 (El Capitan) Latest service packs and security fixes

10.12 (Sierra) Latest service packs and security fixes

10.13 (High Sierra) Latest service packs and security fixes

Internet Browsers

OS Browser

Windows Chrome 62

Windows 56.0.2

Windows IE 11 with latest security updates applied by Microsoft

Windows Edge with latest security updates applied by Microsoft

Mac 10.1 Safari 11 - Qualified with High Sierra only

Mac Chrome (current official releases supported by Google)

Mac Firefox (current official releases supported by Mozilla)

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Please note: Compatibility mode of Windows browsers is not supported.

Email Client

In order to send and receive email communications to and from Xyleme Studio, you will need a configured email client application.

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Module 1 Getting Started in Studio (For New Users)

This module contains content extracted from the Quick Start Guide, which is intended for new users. We have added it to this user guide for your reference.

Lessons

 Logging In and Updating Your Profile  Studio Home Page: The Document Manager  Common Conventions in Studio  Building a Document in Studio

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Lesson 1 Logging In and Updating Your Profile

This lesson covers the following tasks:

 Log into Xyleme Studio

 Update Your Profile

Log into Xyleme Studio

When a user account is created for you by an administrator, you will receive an email containing login information, including your username, password, and a link to Studio. Select the link provided in the email to open the Studio login page in your browser.

Log into Studio using the credentials provided in the email. After logging in for the first time, you will be required to change your password. For information on how to complete this task, refer to Update Your Profile.

Update Your Profile (step-by-step)

To update your profile or change your password, follow these steps:

1. Select the person icon in the upper right corner of the page, and choose Profile

Document Manager with Profile menu activated

 You will be redirected to your profile page, where you can change your password and modify other profile information

Studio Editor User Guide Page 11 Logging In and Updating Your Profile

2. Enter your current password (if needed) and your new password in the fields provided, and select Save

User profile page

Passwords must meet the following criteria:

 Must be 8+ characters long

 Must include at least one lower case letter

 Must include at least one upper case letter

 Must include at least one number

 Must be periodically changed according to a password expiration date set by the administrator

3. Use your browser's Back button to navigate back to Studio

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Lesson 2 Studio Home Page: The Document Manager

This lesson will cover the following:

 Overview of the DocumentManager

 How to Manage Documents and Folders

 How to Create a New Document

 Making Bulk Changes to Documents & Folders

What is the Document Manager?

The Document Manager is the landing (or "home") page when you first log into Studio. All documents to which you have access can be managed on this page.

Managing Documents in the Document Manager

In the Document Manager, you can: 1. Use the Navigation bar to access Documents, Media, Reviews, etc. 2. Search for content 3. Manage your user profile and settings 4. Access recent and assigned documents 5. Navigate folders and documents within the Document Manager 6. Select content 7. Create a new document 8. Create a new folder

Studio Editor User Guide Page 13 Studio Home Page: The Document Manager

9. Make bulk changes:

 Delete multiple documents or folders

 Move documents or folders 10. Rename, delete or assign individual documents (from a dropdown menu)

Document Manager (with annotation)

Document Indicators

The Status Column in the Document Manager may contain one or more different colored and/or different shaped indicators. These are document badges, and they specify the current editing state of a particular document. For example, a green checkmark indicates that a document is currently checked out and locked for editing by you.

The following table describes the appearance and meaning of each badge:

Page 14 Studio Editor User Guide Studio Home Page: The Document Manager

Document Badges

Badge Meaning

Green checkmark - the document or element is checked out to you, and you have exclusive editing rights; all other users see the orange checkmark badge.

Orange checkmark - the document or element is checked out to someone else and is unavailable for you to edit; however, you are still able to view it. To see who has checked out the document, select the dropdown arrow on the element, and choose Properties.

Blue circle - the document or element has been assigned to a user and is waiting for work to be completed.

Red box - the document or element is currently being reviewed and is unavailable for editing.

Document Badges

Creating a New Document (step-by-step)

Before you begin, make sure you are in the Document Manager. 1. Select the New Document button

2. Select a document type from the dropdown menu

a For help choosing a document type, see Document Structure Basics for more details

3. Enter a document name, and select OK

 You will be directed to a new page containing the blank document

Making Bulk Changes (step-by-step)

The following procedure guides you through making bulk changes to documents in the Document Manager:

Studio Editor User Guide Page 15 Studio Home Page: The Document Manager

1. Select the checkbox next to each document or folder you want to move, delete or force check-in

a To choose all documents or folders, select the checkbox next to the Bulk Changes button

2. Select the Bulk Changes button, and choose the appropriate action

If you select Delete and any of the items are checked out by other users, you will receive a warning message.

3. To move items, select Move, and choose the new location

 Once you select the new location, the items will be moved

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Lesson 3 Common Conventions in Studio

This lesson contains some useful tips and information to help you get the most out of Studio.

Helpful Hints

 Saving your document: your document is automatically saved as you go

 Content Editor toolbar: perform most of your authoring actions from here; for more information, refer to Content Editor Toolbar  Some elements (eg., lists, figures, tables, etc.) have floating toolbar menus, activated when the element is selected

 Element properties pane: this pane is activated when you select the gear or the menu icon on the right side of an element in the Content Editor The element properties pane contains icons (the number depends on the element) on the left side that allow you to toggle between different properties and actions for that particular element, such as:

1. Element Properties

2. Element Actions

3. Design Data

4. Advanced Properties

Studio Editor User Guide Page 17 Common Conventions in Studio

5. Classification Data

6. Supplements

Element properties pane (with annotation)

Detailed information about the element properties pane for each element can be found in the User Guide.

 Breadcrumbs: you can also access element properties by selecting the element in the breadcrumb trail. For instance, in the following image, selecting Figure in the breadcrumb trail activates the element properties pane for that image. Selecting Topic activates the element properties pane for the topic.

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Document breadcrumb in the content editor

 Undo/Redo: perform these actions from the content editing toolbar

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Undo/Redo icons (with annotation)

 Delete an element: how you delete an element depends on what type of element it is:

1. Structural elements, such as Lesson or Topic: from the document outline on the left side of the Content Editor, select the menu icon and Delete

Delete element from the outline

2. Content elements, such as Rich Text, Table, or List: from the right side of the Content Editor, select the menu icon and Delete

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Delete element from the content editing pane

Content editing toolbar

The content editing toolbar is where you perform the majority of your authoring tasks. You can add content to your document, as well as add formatting and -specific objects to inserted elements from this area.

Content editing toolbar

The toolbar menus are context-sensitive, so you may see different options available depending on which object is selected in the editor.

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Lesson 4 Building a Document in Studio

In this lesson, we will cover the following topics:

 Introduction to the Content Editor

 Document Structure Basics

 Basic Content Authoring

The Content Editor

Opening a document from the Document Manager displays the Content Editor, where you author and preview your content.

Once in the Content Editor, you can: 1. Manage Studio components (Documents, Media, etc) 2. View and edit the current document 3. Preview the current document 4. Author content via the content editing toolbar 5. Determine whether the current document is available for editing

Studio Editor User Guide Page 23 Building a Document in Studio

Content Editor interface (with annotation)

You may edit a document only if you currently have it locked for editing. See Editing a Document for more information.

Editing a Document

In order to edit a document in Studio Editor, you must have the document checked out. When a document is checked out, only the person to whom it is checked out may edit the content. Other users can see the document and its contents but they cannot make any changes.

Determining Whether a Document is Available for Editing

When you open a document, you can easily determine whether or not you can check it out for editing by noting the status of the document in the

Page 24 Studio Editor User Guide Building a Document in Studio upper right corner of the Content Editor. The status indicates whether the document is "editable" or "not editable."

The editing status messages are:

 Editable - the document is currently checked out to you

 Not editable - the document is not checked out to you; check the message in the editing pane to see whether the document is checked out to someone else or is available to be checked out to you

You can also check the document badge in the Document Manager as described in Document Indicators.

Checking out a Document

There are two ways to check out a document for editing: 1. Click on the status to change it from not editable to editable 2. Check out the document from the Actions dropdown menu (shown below)

Studio Editor User Guide Page 25 Building a Document in Studio

Checking out a document - with annotation

Please note: Studio Administrators may utilize the Force Check In All feature when the option is available in the above menu.

Checking in a Document

There are two ways to check in a document so others may edit it: 1. Click on the status to change it from editable to not editable 2. Check in the document from the Actions dropdown menu (shown below)

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Checking in a document - with annotation

When you check in a document, the Version Control window will display in a pop-up window. Enter a meaningful Label and Description and select the Commit button.

The document will be checked in and available for others to check out for editing, and a version of the document will be created. The label and description entered will be displayed in the Version History for the document (currently available in Studio Desktop Editor only).

Studio Editor User Guide Page 27 Building a Document in Studio

Version Control window - available during check-in of a document

Here are some best practices around versions:

 Define points in your workflow when you will version the whole document

 When replacing media in a new version, use media with a new file name and update the XML, leaving the older media in place

 Archive the finished products on another system for reference to be safe (CDS or a share drive)

 Manually create a version before rolling forward an older version and after Accept/Reject.

 Roll forward should be temporary to make a quick fix and immediately return to the new version of the document

Document Structure Basics

In this topic, we'll cover the basics of structuring a document in Studio, including:

 Supported document types

 Document structure

 Adding structure to a document

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 Controlling the document display

 Reorganizing the structure of a document

Supported Document Types

The following document types are currently supported in Studio:

 Single Source Project (SSP)

 ISD Lesson Template

 Glossary

 Slide Deck

 Web Course

 Procedure

 Topic

 FAQ

This guide will focus on the structure of a Single Source Project.

Overview of Document Structure

Document structure is the outline of your document. Single Source Project documents are typically made up of Lessons and Topics. Lessons contain Topics, and Topics can contain other topics.

Example of document structure

Studio Editor User Guide Page 29 Building a Document in Studio

Adding Structure to Your Document

You can add structural elements to your document by selecting the Add Structure button in the top left corner of the outline.

Structural elements include:

 Front Matter: contains chapter elements that appear at the beginning of your document before lessons or modules

 Lessons: the default structure type for Single Source Projects, containing topic elements

 Topics: contain content elements such as text, tables, and lists

 Appendices: contain chapter elements that appear at the end of your document after all lessons or modules

This guide will focus on lessons and topics.

Add structure button in the Content Editor

To add a lesson, select Lesson from the Add structure menu, and a new lesson will be added at the end of your document.

To add a topic, select the lesson where you want the new topic to be added, and select Topic from the menu. A new topic will be added at the end of the lesson.

As you add structure to your document, it will appear in the Document Outline.

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Document Outline

The location of the structural element being inserted into the document depends on what you have selected in the outline. If you have a lesson selected and you add a topic, it will be added as the last topic of the selected lesson. If you have a topic selected

and you add another topic, it will be added as a subtopic of the selected topic.

Controlling the Document View

The Content Editor limits the content displayed based on the level selected in the outline. For example, selecting a lesson displays the contents of the entire lesson in the Editor.

Studio Editor User Guide Page 31 Building a Document in Studio

Editor view with a lesson selected

Selecting a topic displays the contents of the entire topic and all of its subtopics in the Editor.

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Editor view with a topic selected

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Reorganizing the Structure of a Document

 Delete lessons or topics

– Select the menu icon to the right of a lesson or topic in the outline, and select Delete

 Move lessons or topics in the outline

– Drag and drop lessons or topics to move them around in the outline; as you drag the element, a blue line displays to indicate an acceptable location

Move lesson in the outline

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Controlling the document outline

There are a couple of controls in the outline that allow you to hide and show parts of the outline. Expand and collapse buttons at the top of the outline that work on the entire outline and individual expand and collapse controls that work on individual elements in the outline. 1. Expand and collapse buttons

 located at the top of the outline.

 controls the entire outline. 2. Individual expand and collapse controls

 located next to each outline item.

 controls individual elements in the outline.

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Basic Content Authoring

This topic describes basic content authoring in Studio. For more specific authoring information and step-by-step details, refer to the user guide.

Three of the most common basic authoring tasks in the Content Editor are: 1. Insert content elements 2. Upload media 3. Preview documents

Basic content authoring tasks (with annotation)

Adding Content Elements (step-by-step)

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Before you begin, make sure the topic is locked for editing (checked out) by you.

1. Navigate to the location in the document where you want to insert the element

2. Place your cursor in the location just above where you want the new element to appear

If you place your cursor in a Topic title, the new element will be added as the last element in the topic.

3. Choose an element icon from the toolbar

If the desired element is not pictured in the toolbar, select the +Insert dropdown menu to display more options.

Uploading Media

All media assets used in your documents (such as image files, movies, and audio files) must be stored in the Media Manager.

You can upload media to the Media Manager in one of two ways: 1. Via the Media tab located at the top of the page

Media tab

2. When you add a new media element to a document

Studio Editor User Guide Page 37 Building a Document in Studio

You can quickly add multiple files or folders to the Media Manager using the Drag and Drop feature. For more information, please see the Drag and Drop step-by-step procedure.

Supported media file types include:

File File Extension Type

Audio .mp3, .wav

Flash .flv, .swf

Movie .avi, .flv, .mov, .mp4, .wmv, .m1v/.mpeg-1, .m2v/mpeg-2, .mpeg, .mpg,

.ogg, .ogv, .webm

Image .bmp, .gif, .jfif, .jpg, .png, .tiff

While Editor supports a number of different media formats, we recommend you use the following for maximum compatibility across outputs and devices:

 Audio: .mp3

 Video: .mp4 (H.264 encoding)  Images: .jpeg, .png, .svg

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Upload Media to the Media Manager (step-by-step)

Upload a single file or folder of media to the Media Manager

Before you begin, make sure you have permission to access the Media Manager.

Adding media to the Media Manager (with annotation)

While Editor supports a number of different media formats, we recommend you use the following for maximum compatibility across outputs and devices:

 Audio: .mp3

 Video: .mp4 (H.264 encoding)  Images: .jpeg, .png, .svg

1. Select Media from the Navigation bar at the top of the page

 You will be redirected to the Media Manager page

2. Specify a location in the Media Manager to store the media asset(s)

3. Select the appropriate Upload button (for example, Upload Files)

 A pop-up window will appear displaying your local hard drive

Studio Editor User Guide Page 39 Building a Document in Studio

4. Choose the media file(s) and select Open

 The file(s) are uploaded to the Media Manager using the existing filename(s)

a If you wish to rename the file(s), select Rename from the dropdown arrow associated with the newly uploaded file and enter a new name in the available field

5. If uploading a folder of media files, select the folder to upload from your hard drive

a If you wish to save the media folder with a different name, enter it in the available field

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6. Select OK to upload

Upload multiple files or folders using Drag and Drop

Before starting this procedure, please make sure you have navigated to the location in the Media Manager you want to place the items.

7. Locate the files/folders on your hard drive that you wish to upload

8. Select the items using Ctrl+Click and drag them to the Media Manager in your web browser

9. When prompted (see the image below), drop the items onto the page

 A progress pane will open at the bottom of the page as your files upload, and when the upload is finished, the page will refresh to display the newly uploaded media files

Studio Editor User Guide Page 41 Building a Document in Studio

Add Media to a Document (step-by-step)

1. Place your cursor in the location where you want to add the media asset

2. Select a media element icon from the toolbar, such as Figure or Movie

3. From the Select media resource pop-up, choose the media asset, and select OK

If the desired media asset is not yet uploaded to the Media Manager, you can upload it from the Select media resource window by selecting the Upload button and following the instructions on the page. Once the file is uploaded, the window

will refresh, and you will be able add the asset to the document.

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4. If you need to change any of the image properties, such as size, select the properties gear icon to access the Element properties pane

Previewing Content

The way your content displays in the Content Editor is not necessarily how it will look when published. You can generate a preview of the document via the Preview tab to see how it will appear in a selected format. You can also preview the document via the menu icon in the document outline.

You can preview:

 the entire document, or

 a subset of the content, such as a lesson or topic

Previewing a Document (step-by-step)

1. To access the Preview page, select the Preview tab in the Content Editor

2. Alternatively, you can select Preview from the menu in the outline

Studio Editor User Guide Page 43 Building a Document in Studio

Access the Preview page (with annotation)

3. From the Preview page, select a preview format from the left panel

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 The document preview will be generated and displayed in the preview pane on the right side of the page using the format selected

The following image is an example of a Single Source Project (SSP) document with the Reference Guide (PDF) format selected:

Studio Editor User Guide Page 45 Building a Document in Studio

4. To publish the document, select the Actions dropdown menu and select Publish

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Previewing a Subset of Content (step-by-step)

1. With the desired structural element (lesson or topic) selected in the outline, select the menu and choose Preview

 The Preview page will be displayed

2. From the available options in the left pane, select an output type, such as Reference Guide (PDF)

Studio Editor User Guide Page 47 Building a Document in Studio

 The selected content will display as the specified output type in the preview pane

3. To publish the document, select Publish from the Actions dropdown menu

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Module 2 Authoring in Xyleme Studio

This module will cover the various elements in Studio in more detail than the Quick Start Guide, including:

 Authoring content, such as rich text blocks, lists, tables, and media

 Content workflow, such as assigning content to other users

Using Studio Editor and Desktop Editor Simultaneously

Currently, there is functionality available in Desktop Editor that is not yet available in Studio Editor. Until Studio Editor catches up (and Desktop eventually goes away), you may need to log into Desktop Editor to perform some authoring functions. In light of this, there are some things to be aware of when using Studio Editor and Desktop Editor simultaneously.

Platform Share changes with See changes Update folders other platform made in other and folder platform contents

Desktop Save the document Close document Folder refresh view > Refresh All > Reopen document

Studio Document Browser refresh Document automatically saved (while editing Manager Refresh document)

Lessons

 Authoring Fundamentals

Studio Editor User Guide Page 49

 Advanced Authoring  Content Workflow

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Lesson 1 Authoring Fundamentals

This lesson covers everything you need to know regarding authoring content in Editor, such as adding and formatting text blocks, images and other media; inserting assessment questions; configuring glossary terms; and including Design Data.

Getting Started with a Document

Create a New Document

To create a new document in Editor, select the New Document button from the Document Manager page and select the document type you want to create

Studio Editor User Guide Page 51 Authoring Fundamentals

Document Manager - create new document (with annotation)

Open/Check Out a Document

To open a document, simply locate it in the Document Manager and click on the title of the document to open it in Editor. If the document is not checked out, you may check it out by selecting Check out from the dropdown menu:

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Check out a document from inside Editor

If a document is checked out to another user, you may still view the document. If you wish to make changes, however, the other user or a Studio Administrator will need to check in the document first so that you may then check it out.

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Add Structural Elements to a Document

Structural elements can be added to a document via the Add Structure button located above the document outline

Editor Add Structure menu button

Once a structural element is added to the document, you can add supporting elements to it from the content editing toolbar.

Content editing toolbar

For detailed information about Document Structure, please see the Document Structure module.

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How Documents are Saved in Studio Editor

Please note: The manner in which documents are saved in Studio Editor differs between the Desktop and Web versions. The following information applies only to the Web version.

Documents in Editor are saved automatically in the following manners: 1. When you "move off" or click outside of an element immediately after authoring or editing the element 2. Every 30 seconds

A save indicator displayed in the upper right hand corner of Editor shows the save status of the current document. Documents in Editor are saved automatically when you "move off" or click outside of an element immediately after authoring or editing the element. You may also click in this save status area to save your document at anytime.

Save Indicator (with annotation)

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Text Blocks

Rich text blocks are paragraphs or simple statements added throughout your document. To add a rich text block, select the location where you want to add one, and select the Rich Text icon from the content editing toolbar, as shown in the image below:

Insert a rich text block

Rich Text Formatting

To format text in rich text blocks, use the Format icons in the toolbar as shown in the following image:

Format menu icons in the content editing toolbar

There are a couple of different ways you can style your rich text:

 Simple text formatting - this includes formatting text as bold or italic font types as well as underlining, subscript/post-script, etc. Notice Bold, Italic and single underline are available on the content editing toolbar; the remaining formatting styles are located in the Styles dropdown menu.

Simple text formatting options

 Semantic tag formatting - set tags for specific word groups like menu selections, keyboard commands, etc. Semantic formatting options are displayed in the Styles dropdown menu:

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Formatting Styles

The following image provides an example of a paragraph authored in Studio Editor with various rich text formatting styles.

Rich text block authored in Studio Editor

The next image shows an example of the same paragraph previewed as a reference guide.

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Rich text block previewed as a reference guide

Please note: while there are some similarities between the two examples, the text displayed in Studio Editor is not truly WYSIWYG. Therefore, it is best to always preview your work to make sure it looks the way you expect it to look rather than

simply going by the display in the content editor.

Semantic Tags

Using semantic tags involves a little back-end setup but can make authoring various types of text much easier. For example, if you use keyboard keys in your documents frequently, you can set up a "keyboard" tag to display a certain way and tag those words with a keyboard tag rather than having to add formatting individually.

The following is a list of currently supported semantic tags in Studio Editor:

 Keyword

 Code

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 Keyboard

 Menu Selection

 Syntax-Keyword

 Syntax Argument

 Application Prompt

 Command Name

 Instructor Text

 Type This

 Lab File

 Variable Text

 Window Name

 Highlight

 Quote

Lists

List elements allow you to author content whenever you want to quickly or concisely display items or ideas rather than write about them in paragraph form. By default, a list item contains a rich text block for you to add text.

Below are some examples of what you can do when authoring a list in Studio Editor:

 Add a preamble for the list

 Mark list items with bullets, numbers, letters, etc.

 Add animation (for a slide or an online course only)

 Add figures, tables, etc to each list item

 Create a sub-list within the list

Two images are provided below to give an example of a list as authored in Studio Editor (the first image) as well as the same list previewed as a print output (the second image):

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List authored in Studio Editor

List previewed as a print output

Lists can have one or more of the following characteristics:

 Preamble: text preceding your list items

 List markers: symbols or characters preceding each list item, such as numbers, letters or bullets

 List delimiters: punctuation after list markers preceding each list item, such as commas or periods

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 Sublists: lists related to a particular list item indented below the list item

 List items with text and/or images

Insert a List

To add a list to your document, select the location where you want the list added, and select the List icon from the content editing toolbar as shown below:

Insert a List

Add List Items

Add Text to the Beginning of a List

Many times, you will want to introduce a list with some text to give the list some context. It is a best practice to add a preamble to the list. This way, if you reuse the list, the text will be included when you reuse it elsewhere.

To add a preamble to your list, select the List Preamble icon from floating List Toolbar:

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Add a list preamble

Add additional list items

To add additional list items, simply use the Enter key on your keyboard and a new list item will be added immediately below the previously selected item.

You can add additional list items by selecting the menu properties icon and selecting Add Sibling List Item, as shown below in the image:

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List item element actions

A new list item will be inserted immediately below the previously selected item.

Add a Sub-list

To add a sublist, simply use the Tab key on your keyboard and a new, indented sublist item will be created immediately below the previously selected item.

You can also add a sublist via the element actions menu by selecting the menu icon and selecting Indent List Item as shown in the following image:

List item element actions

Adding other elements to a list item

Besides sublists, you can also add images to a list item. To do this, select the list item where you want to add the image, select the Figure icon from

Studio Editor User Guide Page 63 Authoring Fundamentals the content editing toolbar (shown in the image below), and select your image when prompted.

Add an image to a list item

Selecting or Adding List Properties

To set the properties of a list, select the properties gear on the right side of a list element in the editing pane to activate the properties pane at the bottom of the page.

This menu contains the following properties:

 Target Audiences: Select a specific audience for which to publish the list

 Target Outputs: Select a specific output for which to publish the list

 Build: Select an animation option for lists displayed in an online course or slide presentation

 StartAtNumber: Default setting is 1 or A; use this property to set a different starting number

 List Marker: Select a symbol or character type to precede each list item, such as numbers, letters or bullets

 List Delimiter: Select punctuation to display after list markers, such as commas or periods

To add one of these characteristics to your list, refer to the image shown below:

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List properties menu

You can also select a List Marker from the floating menu by selecting one of the icons shown below:

Floating List Toolbar - select a list marker (with annotation)

Rearranging a List (step-by-step)

If you need to rearrange list items in your list, you can do so using the drag-n-drop functionality built into Studio Editor.

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1. Hover your cursor over the list item you want to move until the four-sided arrow icon appears

2. Drag and drop the item to the new location

3. Select the Move Here button

Element drag and drop options

Tables

Presenting content in tables in your documents and courses can give you greater flexibility when it needs to be organized in a linear manner. Cells can be formatted and can include images, lists and text blocks within them.

The following two images show examples of a table authored in Studio Editor and how the table will look in a print output.

A table authored in Studio Editor

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Authored table previewed as a print output

Remember, Studio Editor's content editor will not show your content in a true WYSIWYG display, so you will want to preview this content in whichever output(s) it will be published so that you can see how it will truly look in your publications.

Insert a table

To insert a table, place your cursor in the location where you want to add the table, select the Table icon from the content editing toolbar, and select the number of rows and columns you want from the grid that appears

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Insert Table

After you insert a table and anytime you select one in the editor, the floating Table Toolbar is activated and appears adjacent to the table in the editing pane.

Modify a table layout

You can modify your table layout and insert other components to the table via the floating Table toolbar. For example, you can: 1. Insert or Remove Rows and Columns 2. Merge Rows or Columns* 3. Set a Header or Footer Row 4. Set a Header Column 5. Reset Column Width 6. Add a Caption and/or Title

Floating Table Toolbar (with annotation)

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Resize the column widths of a table

Table columns can be resized by selecting a vertical border of a column and clicking & dragging it to the desired width. 1. Click and drag the vertical line left or right to resize the columns 2. Place your cursor on a column border to see column sizes (in percentage values) 3. To reset the column widths back to the original settings, select the Reset Column Width icon from the floating Table Toolbar

Resize columns in a table (with annotation)

Format a table

The following image displays the table element properties pane, where you can modify the format of your table. To activate this menu, select the Table tab from the breadcrumbs at the bottom of the editing pane. 1. Table Orientation: Choose Landscape or Portrait 2. Table Width: Enter a numeric value

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3. Table Alignment: Choose left, center, or right (Left is default; applies to the entire table, will not affect cell alignment) 4. Table Border: Choose True or False (False is default) 5. Table Theme: Choose a user-defined theme (None/Blank is default)

Table Element Properties (with annotation)

Current constraint with tables

 Currently, there is not a way to unmerge cells in a table. If you wish to unmerge cells that have been merged, the available work-around is to delete the merged cells and re-insert them.

Media

Media objects that can be added to Studio documents include audio files, Flash objects, images and videos. This topic covers each of the supported media types, and explains how to upload media files to the media drive, how to add media to your documents, and how to modify them to fit your needs.

For general information on uploading media to the Media Drive, please refer to Uploading Media. For specific element-related information, please refer to the appropriate subtopic.

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Uploading Media

All media assets used in your documents (such as image files, movies, and audio files) must be stored in the Media Manager.

You can upload media to the Media Manager in one of two ways: 1. Via the Media tab located at the top of the page

Media tab

2. When you add a new media element to a document

You can quickly add multiple files or folders to the Media Manager using the Drag and Drop feature. For more information, please see the Drag and Drop step-by-step procedure.

Supported media file types include:

File File Extension Type

Audio .mp3, .wav

Flash .flv, .swf

Movie .avi, .flv, .mov, .mp4, .wmv, .m1v/.mpeg-1, .m2v/mpeg-2, .mpeg, .mpg,

.ogg, .ogv, .webm

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File File Extension Type

Image .bmp, .gif, .jfif, .jpg, .png, .tiff

While Editor supports a number of different media formats, we recommend you use the following for maximum compatibility across outputs and devices:

 Audio: .mp3

 Video: .mp4 (H.264 encoding)  Images: .jpeg, .png, .svg

Upload Media to the Media Manager (step-by-step)

Upload a single file or folder of media to the Media Manager

Before you begin, make sure you have permission to access the Media Manager.

Adding media to the Media Manager (with annotation)

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While Editor supports a number of different media formats, we recommend you use the following for maximum compatibility across outputs and devices:

 Audio: .mp3

 Video: .mp4 (H.264 encoding)  Images: .jpeg, .png, .svg

1. Select Media from the Navigation bar at the top of the page

 You will be redirected to the Media Manager page

2. Specify a location in the Media Manager to store the media asset(s)

3. Select the appropriate Upload button (for example, Upload Files)

 A pop-up window will appear displaying your local hard drive

4. Choose the media file(s) and select Open

 The file(s) are uploaded to the Media Manager using the existing filename(s)

a If you wish to rename the file(s), select Rename from the dropdown arrow associated with the newly uploaded file and enter a new name in the available field

5. If uploading a folder of media files, select the folder to upload from your hard drive

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a If you wish to save the media folder with a different name, enter it in the available field

6. Select OK to upload

Upload multiple files or folders using Drag and Drop

Before starting this procedure, please make sure you have navigated to the location in the Media Manager you want to place the items.

7. Locate the files/folders on your hard drive that you wish to upload

8. Select the items using Ctrl+Click and drag them to the Media Manager in your web browser

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9. When prompted (see the image below), drop the items onto the page

 A progress pane will open at the bottom of the page as your files upload, and when the upload is finished, the page will refresh to display the newly uploaded media files

Add Media to a Document (step-by-step)

1. Place your cursor in the location where you want to add the media asset

2. Select a media element icon from the toolbar, such as Figure or Movie

3. From the Select media resource pop-up, choose the media asset, and select OK

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If the desired media asset is not yet uploaded to the Media Manager, you can upload it from the Select media resource window by selecting the Upload button and following the instructions on the page. Once the file is uploaded, the window

will refresh, and you will be able add the asset to the document.

4. If you need to change any of the image properties, such as size, select the properties gear icon to access the Element properties pane

Audio Files

Audio files can be added to your document via the content editing toolbar. All media objects used in your Studio documents must be stored in the Media Drive.

You can upload media at any time via the Media Manager or at the time you insert a media object into your document.

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Instructions to upload media objects via the Media Manager can be found in Upload Media to the Media Manager (step-by-step).

Instructions to upload a media object at the time of inserting the audio object element are included in the Inserting an audio file procedure.

The following audio file types are currently supported in Studio Editor: .mp3.

While Editor supports a number of different media formats, we recommend you use the following for maximum compatibility across outputs and devices:

 Audio: .mp3

 Video: .mp4 (H.264 encoding)  Images: .jpeg, .png, .svg

Insert an audio file

There are two ways you can insert an audio file in a document: 1) If the file is already stored on the Media Drive, you can select it from the Select Media Resource window 2) If the file needs to be uploaded, you can do so from the Select Media Resource window at the time you insert the element

Inserting an audio file (step-by-step)

1. Place your cursor in the location where you want to add the file and select the Audio icon from the content editing toolbar as shown below:

2. Locate the media object from the Select Media Resource pop-up window

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a If the image needs to be uploaded to the Media Drive, select Upload in the selection window

b From the pop-up window that appears, browse and select the file to upload and select OK

3. Select the media object (2) and select OK (3)

Change the audio file used in an audio element

When you initially insert an audio element, you'll be asked to select the audio file to use at that time. If you need to change the audio file, it can be done within the audio properties pane, as shown below:

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Audio element properties - change audio file

Upload an Audio file to the Media Drive

Audio files can be added to your document via the content editing toolbar. All media objects used in your Studio documents must be stored in the Media Drive.

You can upload media at any time via the Media Manager or at the time you insert a media object into your document.

Instructions to upload media objects via the Media Manager can be found in Upload Media to the Media Manager (step-by-step).

Instructions to upload a media object at the time of inserting the audio object element are included in the Inserting an audio file procedure.

The following audio file types are currently supported in Studio Editor: .mp3.

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While Editor supports a number of different media formats, we recommend you use the following for maximum compatibility across outputs and devices:

 Audio: .mp3

 Video: .mp4 (H.264 encoding)  Images: .jpeg, .png, .svg

Specify audio display properties

You can specify properties associated with how an audio file is displayed in a browser via the appropriate dropdown menu in the audio element properties, as shown below. 1. Change the audio file associated with the element 2. Specify target outputs and/or audiences for the element 3. Specify height and width (in pixels) of the audio element for when it loads in the browser 4. Specify whether an audio file starts automatically once it loads in the browser 5. Specify whether the audio controls are displayed (play/pause, stop, etc)

Audio element properties - browser display settings

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Specify text to display with an audio object

From the floating audio toolbar, you can add the following text objects:

 Audio Title

 Audio Caption

 AV Script

Audio element floating toolbar

Adding narrative text to an audio object (step-by-step)

You can add narrative text, or a script, to an audio object for reference or for Accessibility compliance. The following procedure illustrates how to add a narrative script to audio objects.

1. Select the AV Script tab from the audio object in the editing pane and enter script text in the rich text field provided

2. To enter scene-specific narration, select the AV Script icon from the floating audio toolbar or Scene from the +Insert dropdown menu in the content editing toolbar

a Enter script text and scene notes for each scene in the fields provided

3. Enter the text of the script in the rich text field provided

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Flash Objects

A Flash Object element lets you add Adobe Flash animations to your content. Flash objects will be rendered in web-based courses and performance support outputs; they are filtered out of print-based publications.

Flash objects can be added to your document via the content editing toolbar. All media objects used in your Studio documents must be stored in the Media Drive.

You can upload media at any time via the Media Manager or at the time you insert a media object into your document.

Instructions to upload media objects via the Media Manager can be found in Upload Media to the Media Manager (step-by-step).

Instructions to upload a media object at the time of inserting the Flash object element are included in the Inserting a Flash object (step-by-step) procedure.

Insert a Flash Object

There are two ways you can insert a Flash object in a document: 1) If the file is already stored on the Media Drive, you can select it from the Select Media Resource window

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2) If the file needs to be uploaded, you can do so from the Select Media Resource window at the time you insert the element

Inserting a Flash Object (step-by-step)

1. Place your cursor in the location where you want to add the file and select the Flash icon from the +Insert dropdown menu in the content editing toolbar.

2. Locate the media object from the Select Media Resource pop-up window

a If the object needs to be uploaded to the Media Drive, select Upload in the selection window

b From the pop-up window that appears, browse and select the file to upload and select OK

3. Select the media object (2) and select OK (3)

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4. If applicable, select Add to insert media assets and/or media asset folders that accompany the object in the Insert related media pop- up window

a Select the media object or folder to add and select OK

b Repeat the previous step for each media asset you wish to add and select Insert when finished

Change the Flash file used in a Flash object element

When you initially insert a Flash object element, you'll be asked to select the file to use at that time. If you need to change the Flash file, it can be done from the Flash element properties pane, as shown below:

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Flash object element properties - change Flash file (with annotation)

This will launch the Insert related media window. In this window, you can:

 Edit the Flash file to use for the Flash element

 Add/remove any related media assets associated with the file

Insert related media window (with annotation)

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Add related media to a Flash object element

When you initially insert a Flash object element, you'll be able to add related media assets at that time. If you need to change the Flash file or any of its related assets, this can be done within the Flash element properties pane. Select Browse from the element properties to open the Insert related media window.

Flash object - Insert related media

Adding related media to a Flash object element (step-by-step)

1. Activate the element properties pane for the Flash object by selecting the object in the content editor and then selecting Flash Object in the breadcrumbs

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2. Select the Browse button from the element properties pane

3. Select Add to insert media assets and/or media asset folders that accompany the Flash object in the Insert related media pop-up window

a Select the media object or folder to add and select OK

b Repeat the previous step for each media asset you wish to add and select Insert when finished

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Upload a Flash file to the Media Drive

Flash objects (.swf files) can be added to your document via the content editing toolbar. All media objects used in your Studio documents must be stored in the Media Drive.

You can upload media at any time via the Media Manager or at the time you insert a media object into your document.

Instructions to upload media objects via the Media Manager can be found in Uploading Media to the Media Manager in the Quick Start Guide.

Instructions to upload a media object at the time of inserting the Flash object element are included in the Inserting a Flash object (step-by-step) procedure.

Specify Flash object display properties

You can specify properties associated with how a Flash file is displayed in a browser via the appropriate dropdown menu in the Flash file element properties, as shown below: 1. Change the Flash file associated with the element 2. Specify whether a Flash file starts automatically once it loads in the browser 3. Specify whether the Flash player controls are displayed 4. Specify whether the file must be played completely before continuing 5. Specify whether text should be wrapped around the object 6. Specify alternative text to be displayed 7. Object caption to be displayed 8. Specify target audiences and/or outputs 9. Specify height and width (in pixels) of the Flash element when it loads in the browser

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Flash object display properties (with annotation)

Images - Figures, Inline Images, Icons

You will most likely want to add images in various places throughout your documents. In Studio you can add them inline with text in a paragraph, as stand alone objects, and you can use different images and/or properties for different content outputs.

This topic will cover the following tasks related to authoring images in your documents:

 Inserting an image

 Uploading images to the Media Drive

 Changing the size of an image

 Changing the image of a figure element

 Adding a caption for the image

 Specifying unique properties for different outputs

 Wrapping text around an image

 Adding content for accessibility

 Specifying production notes

 Adding an inline image within the text of a paragraph

 Adding icons

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 Managing SVG images

 Adding an image overlay to an image

The following image file types are currently supported in Studio Editor: .bmp, .gif, .jfif, .jpg, .png, .tiff and SVG

While Editor supports a number of different media formats, we recommend you use the following for maximum compatibility across outputs and devices:

 Audio: .mp3

 Video: .mp4 (H.264 encoding)  Images: .jpeg, .png, .svg

Insert an Image

There are two ways you can insert an image file in a document: 1) If the file is already stored on the Media Drive, you can select it from the Select Media Resource window 2) If the file needs to be uploaded, you can do so from the Select Media Resource window at the time you insert the element

Inserting an Image (step-by-step)

While Editor supports a number of different media formats, we recommend you use the following for maximum compatibility across outputs and devices:

 Audio: .mp3

 Video: .mp4 (H.264 encoding)  Images: .jpeg, .png, .svg

1. Place your cursor in the location where you want to add the image and select the Figure icon from the content editing toolbar

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2. Choose an image file from the Select Media Resource window

a If the image needs to be uploaded to the Media Drive, select the Upload icon in the Select media resource window

b Select Choose File, select the image to upload and select OK

3. Select the media object and select OK

 A figure element will be added to your document, and the default rendition type will be Web. To add more renditions, see the Specify unique properties for different outputs topic.

Upload an Image to the Media Drive

In order to select media to add to your figure element, the media must be stored in the Media Drive. This can be done via the Media Manager or when

Studio Editor User Guide Page 91 Authoring Fundamentals you insert an image into your document.

Instructions to upload the media object when inserting an image are included in Inserting an Image.

For instructions on uploading images to the Media Drive, please refer to Upload Media to the Media Manager (step-by-step) in the Quick Start Guide.

Change the size of an image

The size of an image can be changed manually in the figure element properties pane by modifying the height/width of the image.

You may also change an image's thumbnail size by selecting one of the sizing icons in the Media floating toolbar as shown below. This will change how the image is displayed in the editor only. It will not affect how the image is displayed when published.

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Media menu annotating thumbnail sizing options

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Changing the size of an image (step-by-step)

1. Select the image to edit in the content editor

2. Select the rendition name (eg., Web) in the breadcrumbs to activate the element properties pane

3. Enter values in the Width and/or Height fields under the Dimensions heading

4. Select Save and close to save changes and exit the properties pane or Cancel to close without saving changes

Change the image for a figure element

When you initially insert an image, you'll be asked to select the image file to use at that time for each rendition. If you need to change the image, it can be done within the figure element properties pane for the selected rendition, as shown below:

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Figure element properties pane for web renditions (with annotation)

Add a border to an image

You can add a border to a figure element via the figure's element properties pane. Simply select the image in the content editor, select Figure (as opposed to the rendition type) in the breadcrumbs to activate the element properties pane.

Figure element properties (with annotation)

Please note: the border selected will apply to all renditions (i.e., web, print, etc) of the figure.

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Add a caption to an image

Including a Caption with a figure element allows you to add a short description that will be displayed directly below the image.

Adding a caption to an image (step-by-step)

1. Select the image to which you wish to add a caption

2. Select the Caption icon from the Media menu in the content editing toolbar

3. Insert text for the caption

4. Select anywhere outside the caption to save

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Specify unique properties for different outputs

It is common with Single Source Projects to use different outputs (such as web and print) and possibly have a need for different images for each one. This is managed in the editing pane within the Figure element, as shown below:

Supported figure outputs

When you add a Figure element, the default rendition type is Web. To add media for additional output types: 1. Select the Figure element from within the content editor 2. Select the rendition type within the media object (i.e., Print) 3. Select the media object to use for the selected rendition 4. Set properties for each rendition type as needed

Specifying the source file for a group of images is done from the floating Media toolbar.. The media toolbar becomes active when you select a media object in the content editor. All figure rendition types are also displayed when you select the media

object.

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Wrap text around an image

Wrapping text around an image is set in a Figure's Media Object element. The text that follows a wrapped media object will be rendered to the left or right of it when the document is published. To set an end to wrapped text, you can add an End Wrap token element. Any text authored in the rich text block after this element will continue as normal paragraph text.

You can select how to wrap text around an image from the floating Media toolbar. The Media toolbar becomes active when a figure element is selected in the content editing pane. The default setting is No Wrap. To change to wrap left or right, select the option from the Wrap menu as shown below:

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Media menu - wrap text options (with annotation)

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End text wrapping for an image

When wrapping text around an image, authors can set a location within the text block where the text wrapping should end. Subsequent text in the text block will continue as normal paragraph text. The location is tagged with an End Wrap token.

To insert an End Wrap token, select the location in the rich text block and then select the End Wrap icon from the References dropdown menu from the content editing toolbar:

Content editing toolbar - References (with annotation)

An indicator will be inserted into the text block, as shown below:

End Wrap token indicator (with annotation)

To remove an End Wrap token, select the indicator and then select Remove from the pop-up window

Add content for Accessibility

If you are creating content for users who are handicapped or may otherwise be impaired, you can add accessibility content to your figure. This is done in the Figure element's properties pane shown below:

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Accessibility options for figure elements (with annotation)

Specify production notes

Production notes for an image can be added in the figure's element properties pane. Simply enter your notes in the Production Note field outlined below:

Figure element properties - production notes

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Insert an image inline with text in a paragraph

Sometimes you may want to insert a small thumbnail-sized image so that it is inline with your text rather than having it displayed before or after a paragraph. In this case, you can insert an "inline image" in a rich text block.

Inserting an image within a paragraph (step-by-step)

To insert an image that is inline with the text of a paragraph, follow the steps below:

1. Place your cursor in the location in the rich text block where you want to add the image

2. Select the Inline Image icon from the content editing toolbar

3. From the Select Media Resource window, choose an image and select OK

Icons

Icons can be added to many different authoring elements throughout your document. When an icon is added to an element, it will typically be displayed in the top left margin of the element. Icons can be added to elements at the Topic level and lower in the hierarchy; they are not supported in lessons or modules.

To ensure your icons display at the beginning of a section properly, be sure each icon element is the top-most child element contained in the element to which it belongs.

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Icons can be added to many different authoring elements throughout your document, such as:

 Cover page

 Topics

 Procedures

 Steps of procedures (action block elements)

 Para Blocks/Rich Text blocks

 List Items

 Custom notes

Icon added to a rich text block in the content editor

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Icon displayed in a rich text block in print preview

Add an icon (step-by-step)

Select the location where you would like to add the icon, like a topic or para block.

1. Select Icon from the +Insert dropdown menu in the content editing toolbar

2. Choose an image and select OK

Change the size of an icon The image and thumbnail sizes of an icon can be changed in the icon element properties pane.

Changing the size of an icon (step-by-step)

1. Select the properties gear icon to display the element properties pane

2. Enter the desired width and height values:

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1. To modify the image size for an output, enter values in the Width and/or Height fields under Dimensions

2. To modify the size of the image as it appears in the content editor, enter values for the Width and/or Height fields under Thumb Dimensions

To keep the aspect ratio for either dimensions, select Keep Aspect Ratio and enter a value in only one field, such as Width. The Height field will automatically be populated based on the value you entered in the Width field.

3. Select Save and Close to save changes and exit the properties pane or Cancel to close without saving changes

Change an icon image When you initially insert an icon, you will be asked to select the image file to use. If you need to change the icon image, it can be done within the element properties pane for the icon, as shown below:

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Icon element properties pane

SVG Images

SVG files can be added to a document everywhere that other image formats can be inserted. This allows an author to utilize scalable vector graphics in the content they create. Like other image types, thumbnail previews of the SVG images will appear in the Media Manager and within a document when it is inserted. Procedures for inserting, uploading and editing SVG images are similar to the procedures for other image file types. These procedures can be found in the Images- Figures, Inline Images, Icons topic.

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Example of .svg image in the Media Manager

Note: The use of SVG images as a base image or image overlay in elements such as Image Map, Hotspot etc. is not supported at this time.

Image Overlay Editor

Overview

The Image Overlay Editor allows users to create overlay objects that are associated with images when a document is published. These overlays are specific to each rendition of a Figure element, and there can be one overlay per rendition.

The following image includes the Image Overlay Editor icon as shown in the floating media toolbar:

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Media toolbar - Image Overlay Editor icon (with annotation)

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The following image overlay types are supported in the Image Overlay Editor:

 Rectangle

 Line

 Circle

 Image

 Text

 Callout

Add an overlay object to an image The Image Overlay Editor allows users to create overlay objects that are associated with images when a document is published. These overlays are specific to each rendition of a Figure element, and there can be one overlay per rendition.

The following image includes the Image Overlay Editor icon as shown in the floating media toolbar:

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Media toolbar - Image Overlay Editor icon (with annotation)

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The following image overlay types are supported in the Image Overlay Editor:

 Rectangle

 Line

 Circle

 Image

 Text

 Callout

Adding an overlay object to an image (step-by-step)

Before attempting this procedure, be sure the image is added to your document for the appropriate rendition, and the rendition is selected in the content editor.

1. Select the image you want to be associated with overlay and select the appropriate rendition from within the Figure element in the content editor:

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2. Select the Image Overlay Editor icon

 The Image Overlay Editor opens in a pop-up window

3. Configure your overlay object(s) and select OK

 The Image Overlay Editor window closes and when the screen refreshes, the image will have an indicator displayed in the content editor:

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Edit an overlay object To edit an overlay object, select the image containing the overlay object, and select the Image Overlay Editor icon from the floating Media Toolbar

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Media toolbar - Image Overlay Editor icon (with annotation)

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Editing an overlay object (step-by-step)

Before attempting this procedure, be sure the appropriate image rendition is displayed in the content editor for the image overlay you wish to modify.

1. Select the image containing the overlay object in the content editor

2. Select the Image Overlay Editor icon from the content editing toolbar

3. To edit an existing overlay object:

a Select the object you wish to modify, making sure the four axis points are displayed, as highlighted below inside the red box:

b Make changes and select OK to save and close

4. To delete an overlay, select the object overlay and then select the Delete icon, as highlighted below inside the red box:

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Insert image behavior properties for an image

For web outputs you can set a particular image behavior for images. The following image behaviors are currently supported:

 Blank (default)

 Pop-up – This setting will initally display an image in the size of the Thumbnail setting. – Clicking on the image will show the image in full size.

 Xref – Clicking on the image will display the cross-referenced topic in a popup widow.

 Href

– Clicking on the image will open a website in a new browser tab. Insert image behavior properties to an image (step-by-step)

1. Select the Figure element and activate the element properties pane by clicking on the Figure tab in the breadcrumbs

2. Select an option from the Image Behavior dropdown menu

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3. Select Save and close to save changes or Cancel to discard them

Movies

Movie files can be added to your document from the content editing toolbar. All media objects used in your Studio documents must be stored in the Media Drive.

You can upload media at any time via the Media Manager or at the time you insert a media object into your document.

Instructions to upload the media object via the Media Manager can be found in the Upload Media to the Media Manager (step-by-step).

Instructions to upload the media object at the time of inserting the movie object element are included in the Inserting a movie file procedure.

While Editor supports a number of different media formats, we recommend you use the following for maximum compatibility across outputs and devices:

 Audio: .mp3

 Video: .mp4 (H.264 encoding)  Images: .jpeg, .png, .svg

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Insert a movie object

There are two ways you can insert a movie object in a document: 1) If the file is already uploaded to the Media Drive, you can select it from the menu 2) If the file needs to be uploaded, you can do so at the time you insert the Movie object

Inserting a movie file (step-by-step)

1. Place your cursor in the location where you want to add the file and select the Movie Object icon from the content editing toolbar

2. Choose the media object from the Select Media Resource pop-up window

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a If the image needs to be uploaded to the Media Drive, select Upload Media in the selection window

b From the pop-up window that appears, browse and select the image to upload and select OK

3. Select the media object (2) and select OK (3)

Insert an embedded movie object

Movie objects from external sources such as Vimeo and YouTube can be embedded into your document and played in online courses. The image below is an example of an external movie object embedded into a document in Editor.

Embedded movie object authored in Studio

Studio will validate the code entered for YouTube and Vimeo videos to make sure they are correct. If a URL link to YouTube or Vimeo is entered, it will be converted to a valid embed code.

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Adding an embedded movie object (step-by-step)

1. Place your cursor in the location where you want to add the file and select the Movie Object icon from the content editing toolbar

2. Select the External Movie tab (1) in the Choose Media pop-up window when it opens

3. Paste the embed code for the external movie into the available box (2) and select OK (3)

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If you do not have an embed code to enter in this field for a YouTube or Vimeo video, you can enter the URL link for the video and Studio will convert it to a valid embed code.

Upload a Movie file to the Media Drive

All media objects used in your Studio documents must be stored in the Media Drive. You can upload media at any time via the Media Manager or at the time you insert a media object into your document.

Instructions to upload the media object via the Media Manager can be found in the Upload Media to the Media Manager (step-by-step).

Instructions to upload the media object at the time of inserting the movie object element are included in the Inserting a movie file procedure.

The following movie file types are currently supported in Studio Editor: .avi, .flv, .mov, .mp4, .wmv, .m1v/.mpeg-1, .m2v/mpeg-2, .mpeg, .mpg, .ogg, .ogv, and .webm

While Editor supports a number of different media formats, we recommend you use the following for maximum compatibility across outputs and devices:

 Audio: .mp3

 Video: .mp4 (H.264 encoding)  Images: .jpeg, .png, .svg

Change a movie's display dimensions

The height and width of the movie with regard to how it displays in a browser can be changed in the movie object properties pane.

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Changing the display dimensions of a movie object (step-by- step)

1. Select the properties gear icon next to the movie file in the editing pane to activate the element properties pane

2. Enter the desired width and height values (in pixels):

Movie object properties - display dimensions (with annotation)

3. To save your changes, select Save and Close

Change the file used in a movie object

When you initially insert a movie object, you'll be asked to select the movie file to use at that time. If you need to change the movie file, it can be done within the properties pane for the movie object, as shown below:

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Movie object properties - change movie file (with annotation)

Wrap text around a movie object

You can select how to wrap text around a movie object from the floating movie toolbar shown below. This toolbar is activated when a movie object is selected in the content editing pane.

Movie floating toolbar menu - wrap text

Specify movie display properties

You can specify how a movie displays in the browser via the following settings located in the movie element properties pane, as shown below: 1. Specify whether the movie automatically starts playing once it's displayed/launched in a browser 2. Specify whether or not to display movie controls (play/pause, etc)

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Movie object properties - browser display settings

Specify text to display with a movie object

From the floating movie toolbar, you can add the following text objects to your movie:

 Movie Title

 Movie Introduction

 Instructions

 Movie Caption

 AV Script

Movie element floating toolbar

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Adding narrative text to a movie object (step-by-step)

You can add narrative text, or a script, to a movie object for reference or Accessibility compliance. The following procedure illustrates how to add a narrative script to movie objects.

1. Select the AV Script tab from the movie object in the editing pane

2. Select the AV Script icon from the floating movie toolbar

a To enter scene-specific narration, select Scene from the +Insert dropdown menu in the content editing toolbar

3. Enter the text of the script in the rich text field provided

PDF Files

PDF files can be embedded in Studio documents as a child of Topic. When the Studio document is published, the entire PDF document will be published at the point in which it was inserted in Editor.

From the content editing toolbar, select PDF from the Insert+ dropdown menu and select the PDF file from the media manager.

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Content editing toolbar (with annotation)

Edit PDF file embedded in a document

To edit the PDF file used in a Studio document, select Embedded PDF from the breadcrumbs at the bottom of the editor to activate the element properties pane and select Browse to change the file.

Embedded PDF element properties pane (with annotation)

Custom Notes

Custom notes are special call-out boxes that you can add to your documents when you want to call special attention to something about your content, such as warnings, tips, special instructions, etc.. You can add images to the custom note (such as a red exclamation point for a warning) as well as include a list or table to the text of the note.

Custom notes can be added to a document via the content editing toolbar.

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The first image below is of a custom note authored in Studio Editor, and the second image is the same note displayed in a print preview:

Custom Note authored in Studio Editor

Print preview of a custom note

Why use a custom note?

While custom notes are certainly not required, they can greatly enhance your document, specifically when special attention needs to be called to a particular exercise or subject area. Custom notes are commonly used for tips, special notes, instructions, warnings and the like.

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Insert a Custom Note

Custom notes can be added to a document via the content editing toolbar. You can use custom notes to call out special instructions or draw special attention to certain facts about a subject.

Inserting a custom note (step-by-step)

1. Place your cursor in the location where you want to add the note, and select Custom Note from the content editing toolbar

2. Choose an image to use for the custom note icon from the Select Media Resource pop-up window

a If the image needs to be uploaded to the Media Drive, select Upload Media in the selection window

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b From the pop-up window that appears, browse and select the file to upload and select OK

3. Select the media object (2) and select OK (3)

4. Enter the text of your note in the rich text field

a You can also add a list or a table to the custom note by selecting the appropriate option on the content editing toolbar while the custom note is selected in the content editor.

Define the Layout of a custom note

You can define the layout of a custom note by managing the height and width of the object or selecting a specific theme to use for it. If you use an icon for the custom note, you can also manage its size as well as add LOM to it.

As shown below, you can add various layout properties to the custom note via the element properties pane. To activate the properties pane, select the gear icon next to the custom note element in the content editor.

 Custom Note Theme: select a theme from the dropdown menu to be applied to the custom note

 IsPopUp: select true from the dropdown menu if you want the custom note to display as a pop-up window; default option is false

 Dimensions | Width and Height: add these elements to manage the size of the custom note in relation to how it displays when published

 Filter Metadata: select target output and/or audiences for the custom note

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Custom note element properties

Defining the properties of a custom note icon

If you use an icon for the custom note, you can manage its size in relation to how it displays when published. You can also add LOM to the icon.

As shown below, you can add layout properties for the custom note icon via the element properties pane. To activate this pane, select the gear icon associated with the custom note icon in the content editor

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Custom note icon properties

Publishing a custom note for a targeted audience or output

Custom notes can be set up so that they are published only for specific audiences or outputs. For example, you may have a note that is only relevant to a classroom instructor and not for the students. You can set the properties of the custom note so that it only displays in an instructor guide.

Below is a display of the custom note properties pane where you set these parameters:

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Custom note properties

Procedures

As a child of a Topic, Procedures allow you to add formatted step-by-step instructions for a task, leading to a desired result. These are the "how-to's" of a document, providing clear and succinct instructions to a user.

Typical components of a procedure include:

 Title and Intro paragraph

 One or more Step Groups

 Numbered steps property (yes/no options)

 Animated steps property - for online courses and production schedules (yes/no options)

 Step elements - Add text/instructions, supporting objects and sub- steps

In addition to entering text and substeps to each step, you may add other supporting objects such as images, videos, slides, etc.; allowed objects are active in the content editing toolbar.

Below is an example of a procedure authored in Studio Editor:

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Procedure authored in Studio Editor (with annotation)

Shown below is an example of the same procedure previewed in a print output:

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Procedure in print preview

Below is a description of the current menu options available in the floating Procedure toolbar:

Floating Procedure toolbar

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Procedure Menu Options

Procedure menu Element Name Description Icon

Introduction (Optional) You may add an introduction element to any step group

Titled Block (Optional) Titled Para Block, can be added before or after a step group

Step Group Required to add steps to the procedure; included in a newly added procedure element

Step Group Title Optional

Step Contains an action block with a rich text block to add the written instruction for the step

SubStep A step within a step (optional and you can have more than one)

Response Block The expected result or action of performing the given step; can contain a description as well as an example

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Procedure menu Element Name Description Icon

Demonstration Add a demonstration to the procedure

Internal Resource Add a resource pertaining to the procedure contained in the current document

External Resource Add a resource pertaining to the procedure not contained in the current document

Example (Optional) Example (e.g.

figure) related to the step

Icon Can be added to appear next to the entire

procedure, the introduction and/or a titled block

Procedure menu options

What is a Step Group?

A Step Group is the main building block within the procedure element. It is included in a new procedure element added to a document. It also contains procedure attributes which allow you to select whether or not the steps should be numbered and/or animated.

You can add more than one step group to a procedure element if you have two or more sets of steps that need to be followed pertaining to the procedure topic.

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Each Step Group contains one Step element and a Step Group Title element by default. Additional steps can be added from the Procedure menu in the content editing toolbar.

Adding Step-by-Step Instructions to a document

You can add step-by-step instructions to a document in one of two ways:

Select the Procedure icon from the content editing toolbar:

OR select Procedure from the Add Structure dropdown menu:

A procedure element is added with a Title element and a Step Group element with one Step element, and the floating Procedure toolbar is activated.

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Adding Steps

To add additional steps to your step group, select the appropriate icon from the floating Procedure toolbar:

Floating Procedure toolbar - Add Step icon (with annotation)

You can add figures, lists, etc to any action block within a Step element.

Adding Sub-steps to a Step in a procedure

To add a sub-step to a step, select the step from the step group and select the SubStep icon from the Procedure menu on the content editing toolbar:

Floating Procedure toolbar - Add SubStep icon (with annotation)

Formatting a procedure

In the Step Group element properties, you can select whether or not you want numbered steps. You also have the option to make the steps animated for a web output.

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From the content editing pane, select the step group element within the procedure, and then select the properties gear icon.

Procedure Step Group properties (with annotation)

From within the properties pane, select True or False from the appropriate dropdown menus for each property.

Rearranging Steps (step-by-step)

If you need to reorganize any of the steps in your procedure, you can do so easily within the content editing pane.

1. Locate the step you wish to move

2. Select it so that it is highlighted in blue

3. Place your cursor over the highlighted blue portion of the step

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4. Select the step and drag the green dotted line that appears to the desired position in the procedure

5. Select Move from the menu buttons that appear

Equations

Overview

Equations are authored in Studio using an equation editor. The Equation Editor allows Editors to author complex equations in Studio that are stored in MathML format for later processing. Editors may also author complex scientific diagrams with the Equation Editor. The Equation element is not a calculator, simply a means by which complex mathematical data can be authored and rendered.

The editor used in Studio is WIRIS editor. This editor is a mathematical WYSIWYG editor. More information about this editor may be found on their website. The user manual for WIRIS Editor can be found here.

The two images below represent an example of an equation authored in Studio and then published in a print output.

Equation authored in Studio

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Equation published in print output

Insert an equation element (step-by-step)

MathML text can easily be pasted into the equation editor

1. Place your cursor in the location where you wish to add the element and select the Equation icon in the content editing toolbar

 The equation editor will open in a pop-up window

2. Author the equation

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You may paste the MathML text if you have it available and the equation will automatically render in the window.

Modify an equation element

To edit an equation element, simply double-click on the element to open the equation editor.

To remove an equation element, select the menu icon to activate the element properties pane and select Delete from the Element Actions pane

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Equation element actions pane (with annotation)

Insert an equation inline with text

Equations and formulas may be added alongside your rich text blocks. To insert an inline equation, select Inline Equation from the References dropdown menu in the content editing toolbar

Content editing toolbar (with annotation)

Please note: PowerPoint outputs will display the equation at the end of the text in a rich text block rather than directly inline with the text, so it is best to configure your inline equations so that they are at the end of a rich text block.

The following image provides an example of an inline equation authored in Studio Editor:

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Inline Equation authored in Studio (with annotation)

Insert an equation inline with text (step-by-step)

1. Select Inline Equation from the References dropdown menu in the content editing toolbar

 The WIRIS equation editor will open in a pop-up window

2. Author the equation using the Equation Editor

Please note: if you have it, you can simply paste the MathML text into this box and the equation will automatically render.

3. To save the formula, select OK

Modify an inline equation

You can modify an inline equation simply by selecting it in the content editor.

When you select an inline equation in the content editor, an inline equation pop-up window appears. In this window, you can: 1. View the equation 2. Edit the equation - this will open the equation editor 3. Remove the equation from the text block

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Inline equation pop-up edit window

Glossary

Overview

The Glossary of Terminology lists terms used in a particular domain of knowledge and the definitions for those terms. It is composed of Glossary Items (or Terms), and it can be authored as an individual document or added to a Single Source Project or Web Course.

Glossaries and glossary items for a document can be managed in the Glossary tab in the Content Editor.

This topic will go over:

 Glossary items (Terms)

 Creating a new glossary document

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 Editing a glossary document

 Referencing a term from a glossary document in the current document

Glossary Items

In Studio Editor, "glossary items," or "inline terms," are used to provide definitions to terms used and/or introduced in your documents. In a document like a SSP or web course, these terms are typically linked to a string of text in a rich text block. In a printed document, a glossary can be printed at the end of the document that defines each of the terms, and in a web course, hovering over the term on a page displays the definition.

Terms can be added to a document in one of two ways:

 As a new inline term in a rich text block - the term remains native to the document

 Linked from a glossary document that has been added to the current document

Inline, or glossary, terms are elements you can add to a rich text block for words or phrases you may want to define within the text of a document. The images below illustrate an example of an inline term authored in Studio Editor, followed by the example previewed in print and web outputs.

Inline term authored in Editor

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Inline term in print preview

Inline term in web preview with the term selected

Why use inline terms?

InLine Terms are particularly useful to help introduce new vocabulary to a mixed audience (in which some readers may be familiar with the term while others are not). Because they are not included in the main text of a document, those users who are unfamiliar with the term can select the blue underlined text (in a web course) to read more about the term, while more advanced readers can simply continue through the main content.

Please note: Print outputs must set the Print Publishing/Generate Glossary field to True to include InLineTerm definitions.

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Adding an Inline/Glossary Term (step-by-step)

The text you wish to identify as an inline/glossary term must first be entered in the rich text block in your document.

1. Highlight the text you want to use for the term and select the Term icon from the content editing toolbar

2. In the pop-up window, enter the term and its definition and select OK

Create a Glossary Document (step-by-step)

1. From the Document Manager, select New Document > Glossary

2. Enter a name for the glossary document

 The new glossary document opens in the Content Editor

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Edit a Glossary

If you add a glossary document to a current document in the Editor and wish to edit the glossary, you may do so within the current document as long as you have the glossary document checked out for editing. This can be done from the Glossary tab in the content editor. However, if the document is checked out by another user, or is not checked out by you, you will be unable to edit it.

Reference a term from a glossary document in the current document

If there are terms you want to include in your document that already belong to a public glossary document, you can add them to your document without the need to recreate them. When you add a public glossary to your document, you can access all of the glossary terms in the glossary document and easily link them to your current document in the Content Editor.

Add a glossary term from a glossary document to a current document (step-by-step)

Before attempting this procedure, please make sure you have done the following:

 Add the appropriate glossary document to your current document

 Make sure the desired term is included in the glossary document

1. Highlight the text you want to use for the term and select the Term icon from the content editing toolbar

2. In the pop-up window, type the term name in the Glossary Term field

 As you begin typing, a dropdown menu may appear suggesting existing glossary terms

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3. From the dropdown menu, select the desired term

Note: If the term does not appear, check the glossary document to make sure the term is in the document

 The term and its definition will appear in the appropriate fields

4. Select OK

Spell Checker

Editor's spell check function allows you to check spelling for the entire current document. It contains a default dictionary based on current Locale. In order to run the spell checker, you must have the document checked out to you. To start Spell Checker, select the icon in the content editing toolbar. The spell checker is fairly straightforward to use.

When the Spell Checker is initiated, the Spell Check pop-up window appears, and the system will move through the document until a spelling error is found. When a potentially misspelled word is found, you will be

Studio Editor User Guide Page 151 Authoring Fundamentals presented with a list of suggestions from the default dictionary. Simply select one of the available options from the right side of the window: 1. Ignore Once - ignores this misspelling, but shows future misspellings that are the same as this one 2. Ignore All - ignores this misspelling through the remainder of this editing session for this document (specified by the session cookie) 3. Change Once - changes only the current misspelling to the highlighted suggestion 4. Change All - changes this misspelling and all future identical misspellings in this document to the highlighted suggestion

Spell Check window (with annotation)

The Reset button resets all "Ignore All" and "Change All" rules for the current document. Once the Spell Check is complete, a dialog box will be displayed. To exit Spell Check before it is finished, select Cancel to return to the document editor.

Cover Page for Web Course

Web courses authored in Studio Editor do not automatically include cover pages, though you can add a cover page to a web course as needed.

To add a cover page to a web course, simply select the Add Structure button in the editor and select CoverPage, as shown below:

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Add Structure button - add Cover Page (with annotation)

When a cover page is added to a web course, a blank Title element is included. You can add a subtitle to the cover page as well as a Notice element. The Notice element can be used to enter text on the cover page such as a disclaimer or other important information.

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Lesson 2 Advanced Authoring

Cross References and Links

Cross References

Overview

Studio allows you to author two types of cross references in your documents: internal and external cross references.

An internal cross reference allows you to provide a link to a topic or procedure in your document or online course so learners can easily navigate to that area. An external cross reference allows you to provide a link to another lesson, topic or procedure from a different document in your document library for learners to access. In a web course, for example, if a user selects one of these links, a pop-up window will appear containing the contents of the referenced section. You can also navigate to the linked page from the pop-up window.

The following images illustrate an example of using an internal cross reference - first as it is authored in Studio Editor, followed by the example displayed in a web preview. External cross references appear the same as internal references.

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Internal cross reference authored in Studio Editor

Internal cross reference in a web preview

Why should I use a cross reference in my document?

Cross references can be useful tools to have in your online courses for easy access to related content. You may not want a full step-by-step procedure included in the body of a lesson or topic, but you can make it available to the learner by adding a cross reference link to it.

They are also useful with PDF formats when the document is displayed in a PDF reader. When a user selects the link, the document jumps to the referenced topic.

Insert a Cross Reference from within the same document (step-by-step)

Be sure the text string you wish to use with the cross reference is already authored in the content editor.

1. Highlight the text you want to use to represent the link and select the Link icon from the content editing toolbar

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2. Select the Current Document tab from the Insert Link window and select the object to link from the document outline

3. When the content loads in the right panel, select it and then select Update

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Please note: In the above example, a lesson was selected from the left panel and then a topic from that lesson was selected in the right panel. The topic is the object being linked. This is confirmed in the breadcrumbs available in the Insert Link

window's right panel.

Insert a Cross Reference from a different document (step-by- step)

Be sure the text string you wish to use with the cross reference is already authored in the content editor. The cross referenced content must be in a document that is available in your Document Library.

1. Highlight the text you want to use to represent the link and select the Link icon from the content editing toolbar

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2. Select the Document Library tab from the Insert Link window

3. Enter some relevant text in the Search bar, select an object type from the dropdown menu, and launch the Search

4. When content loads in the left panel, scroll to the object you wish to link and select it

5. When the content loads in the right panel, select the precise object you wish to link and then select Update

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Please note: In the above example, a lesson was selected from the left panel and then a topic from that lesson was selected in the right panel. The topic is the object being linked. This is confirmed in the breadcrumbs available in the Insert Link

window's right panel.

Modify cross references

Cross reference links can be edited or deleted once created. Editors can change web links to internal or external cross references and vice versa.

Edit a cross reference link (step-by-step)

1. Select the cross reference link from the content editor to display the Inline Cross Reference window

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2. Select Edit

3. Select a new target from the Insert Link pop-up window

When you select Edit, the Insert Link pop-up window will open, allowing you to change the cross-referenced object or modify the link entirely to a website address or an internal link to a document.

4. Select Update

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Remove a cross reference link (step-by-step)

1. Select the cross reference link from the content editor to display the Inline Cross Reference window

2. Select Remove

 The highlighted text will become regular text and will no longer provide a cross reference

Glossary Items (Inline Terms)

Inline, or glossary, terms are elements you can add to a rich text block for words or phrases you may want to define within the text of a document.

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The images below illustrate an example of an inline term authored in Studio Editor, followed by the example previewed in print and web outputs.

Inline term authored in Editor

Inline term in print preview

Inline term in web preview with the term selected

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Why use inline terms?

InLine Terms are particularly useful to help introduce new vocabulary to a mixed audience (in which some readers may be familiar with the term while others are not). Because they are not included in the main text of a document, those users who are unfamiliar with the term can select the blue underlined text (in a web course) to read more about the term, while more advanced readers can simply continue through the main content.

Please note: Print outputs must set the Print Publishing/Generate Glossary field to True to include InLineTerm definitions.

Adding an Inline/Glossary Term (step-by-step)

The text you wish to identify as an inline/glossary term must first be entered in the rich text block in your document.

1. Highlight the text you want to use for the term and select the Term icon from the content editing toolbar

2. In the pop-up window, enter the term and its definition and select OK

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Modifying an inline term

If you want to edit or remove an inline term: ◊ Select the highlighted text for the inline term in the content editing pane to activate the edit window

Modify Inline term pop-up menu

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◊ Select Remove to remove the inline term association in the rich text block ◊ Select Edit to modify the text of the term or definition

Hot Text

Hot text elements are elements you can add to a rich text block for words or phrases you may want to call attention to within the text of a document. You can set them to display with either a click or a roll-over, which differentiates them from inline terms.

An example of an inline hot text element authored in Studio Editor is shown in the image below:

Inline Hot Text authored in Studio Editor (with annotation)

Inline Hot Text - web preview (with annotation)

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Adding inline hot text (step-by-step)

The text you wish to identify as inline hot text must be entered in the rich text block in your document.

1. Highlight the text you want to use for the inline hot text and select the Hot Text icon from the References dropdown menu on the content editing toolbar:

2. In the pop-up window, select the trigger (i.e., rollover or click) from the dropdown menu, enter the text to be displayed at the trigger, and select OK

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Modifying an inline hot text element

To modify inline hot text, select the highlighted text for the term in the content editing pane to activate the Hot Text pop-up menu and edit as desired:

Inline Hot Text pop-up edit menu

Linking to a Website

You can insert web links using the Insert Link feature. In interactive content, when a learner selects the web link, a new web browser will open navigating to the web address specified.

An example authored in Studio Editor is shown below, followed by previews in a print output and a web output:

Web link authored in Studio Editor

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Web link previewed in a print output

Web link previewed in a web output

Insert a link to a website

Website links can be added to content when you wish to make a certain website available to a learner. When a learner selects the web link, a new web browser will open navigating to the web address specified.

Add a website link in a document (step-by-step)

1. Highlight the text you want to use to represent the link and select the Link icon from the content editing toolbar

2. Select Web Link from the Insert Link pop-up window

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3. Enter the website address in the field provided and select Update

Modify a link to a website

You can modify a web link by activating the element's pop-up edit window shown in the image below:

From the web link pop-up edit window, you can: 1. View the website address 2. Edit the web link 3. Remove the web link

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Web Link pop-up edit window

When you select Edit, the Insert Link pop-up window will open, allowing you to change the website address or modify the link entirely to an internal or external cross reference or an internal link to a document.

Internal Links to Documents

An internal link allows you to provide a link to selected types of documents located in the media library. In a web course, for example, if a user selects this link, a pop-up window will appear allowing the user to save a copy of the linked document to their computer.

Supported types include: .pdf, .doc, .docx, .xls, .xlsx, .ppt, .pptx, .zip, .rar, .notebook, .dat, .tz

The following images illustrate an example of using an internal link, first as

Studio Editor User Guide Page 171 Advanced Authoring it is authored in Studio Editor, followed by an example of the internal link displayed in a web preview.

Internal link authored in Studio Editor

Internal link previewed in a web course

Why should I use an internal link in my document?

Internal links can be useful tools to have in your online courses for easy access to related documents, such as study aids, without the content of that document taking up space in the online course.

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Adding an Internal Link (step-by-step)

Be sure the text string you wish to use with the internal link is already authored in the content editor.

1. Highlight the text you want to use to represent the internal link and select the Link icon from the the content editing toolbar

2. Select Media Library from the Insert Link pop-up window

3. Select the document to link and select OK

 The selected text will be highlighted in the content editor.

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Modify an internal link

Internal links can be edited or deleted once created.

Editing Internal Links (step-by-step)

1. Select the highlighted text to display the Internal Link window

2. Select Edit

3. Select a new target

When you select Edit, the Insert Link pop-up window will open, allowing you to change the media reference or modify the link entirely to an internal or external cross reference or a website address.

4. Select OK

Deleting Internal Links (step-by-step)

1. Select the highlighted text to display the Internal Link window

2. Select Remove

 The highlighted text will become regular text and will no longer link to a media object

Numbering Figures and Tables

The Auto-Number feature counts elements in a uniquely labeled sequence. Auto-Numbers can be applied to text fields in a Table or Figure, such as a figure caption or table caption element. This automatically labels such elements as Figure 1, Figure 2, and so on, allowing authors to reference them elsewhere in the document.

Auto-Numbers consist of two "tokens" - a source token and a reference token. The source token is associated with the figure or table object itself, and the reference token identifies/is tagged/associated with the source and

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The following images illustrate an example of using an Auto-Number, first as it is authored in Studio Editor, followed by an example of the Auto- Number displayed in a web preview.

Auto-Number authored in Studio Editor

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Auto-Number in a web preview

Setting the Auto-Number Source Token for a Figure or Table

To set a figure as a "source" object, place your cursor in the location of the figure or table caption where you want the Auto-Number added and select the Numbered Item icon from the References dropdown menu on the content editing toolbar

Content editing toolbar (with annotation)

An Auto-Number token is added to the caption, identifying the figure or table as a numbered item "source" object

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reference token

source token

Auto-Number Tokens (with annotation)

Setting the Auto-Number Reference Token for a Figure or Table

To reference a numbered figure or table, place your cursor in the area (such as in a text block) you wish to add the reference and select the Numbered Item Reference icon from the References dropdown menu on the content editing toolbar

Content editing toolbar (with annotation)

In the pop-up window: 1. Select the object type from the dropdown: Figure or Table 2. Select a reference element from the list (Only those elements that already have a source token will be listed) 3. Select Update

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Select Numbered Item Reference pop-up window

A reference token will be added to the text block like the one shown below:

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reference token

source token

Auto-Number Tokens (with annotation)

Modify an Auto-Number reference token

An auto-number reference token may be modified to reference a different source token.

Editing Auto-Numbers (step-by-step)

1. Select the Auto-Number reference object to display the Auto- Number Token window

2. Select Edit

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3. Select a new Auto-Number target

4. Select OK

Deleting Auto-Numbers (step-by-step)

1. Select the Auto-Number reference object to display the Auto- Number Token window

2. Select Remove

 The Auto-Number object will be removed from the text block

Special Notes and Styles

Citations

Citations can be added throughout any single source project authored in Studio Editor. Citations can be added to any rich text, including rich text in footnotes.

For a print rendition, citations are displayed at the end of the document in a Bibliography. In web courses, citations are displayed in a resource tab.

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Please note: Studio Editor supports multiple citation endnote types. Each type must be added by a Studio Administrator via the Master Metadata List. For more information, please refer to the Studio Admin Guide.

The first image below is an example of a citation authored in Studio Editor, followed by an example of a web output preview with the citation indicator selected to display the pop-up window:

Citation authored in Studio Editor

Citation in web preview

Add a Citation (step-by-step)

Be sure the text string you wish to cite is already authored in the content editor.

1. Select/highlight the text and select Citation from the References dropdown menu on the content editing toolbar

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2. Enter the text of your citation in the Citation pop-up window

3. (Optional) Select a citation type from the dropdown menu

4. Select Update to close the window and save the citation

 The citation text will be saved and the selected text in the rich text block will be highlighted, as shown in the example below:

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Modifying a citation

Once a citation is added to a document, you can view, edit or remove it as needed.

Select the highlighted text in the content editing pane to activate the citation pop-up window, as shown below, and select the relevant action.

Citation pop-up edit menu

Footnotes

Footnotes can be added throughout any single source project authored in Studio Editor. For a print rendition, the footnote will display as you would expect for written documents. In a web course, footnotes are displayed as asterisks in the text of the document; to view the footnote, users simply select the asterisk and the footnote will display in a pop-up window.

The first image below is an example of a footnote authored in Studio

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Editor. The second image is an example of the footnote previewed in a print output, and the third is an example of a web output preview with the footnote indicator selected to display the pop-up window:

Footnote authored in Studio Editor

Footnote in print preview

Footnote in web preview

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Why should I use footnotes in my document?

Footnotes are particularly useful for providing reference information for quotes, studies, or any other content in which additional information does not need to be included in the text of the document.

Add a Footnote (step-by-step)

Be sure the text string you wish to footnote is already authored in the content editor.

1. Place the cursor next to the text you want to footnote, and select the Footnote icon References dropdown menu on the content editing toolbar

2. Enter the text of your footnote in the Edit Footnote window and select OK

 The footnote text will be saved and a cross symbol will denote the footnote object in the rich text block, as shown in the example below:

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Modifying a footnote

Once a footnote is added to a document, you can view, edit or remove it as needed.

Select the footnote indicator in the content editing pane to activate the footnote pop-up window, as shown below, and select the relevant action.

Footnote pop-up edit menu

Info Tab

Contributors

A list of Contributors can be added to a document as shown in the image below. Various information can be provided for each Contributor.

Contributors in Print Preview

The Contributor fields include: 1. Name - Required field 2. Role - Selected from a dropdown menu of options

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3. Email 4. Phone Number 5. Fax 6. Address 7. Website

Add a Contributor (step-by-step)

1. Select the Info tab at the top of the document in Editor

2. Select Contributors

3. Select the Add Contributor Button

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4. Enter the contributor information in the fields provided

NOTE: The Name field is the minimum requirement to be able to save a contributor

5. Select Save Changes

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Delete a Contributor (step-by-step)

1. Locate the Contributor you wish to delete

2. Select the downward arrow icon to view the dropdown menu

3. Select Delete

4. Select OK to delete the Contributor or Cancel to return to the Contributor List

Edit a Contributor (step-by-step)

1. Locate the Contributor you wish to edit

2. Select the downward arrow icon to view the dropdown menu

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3. Select Update

4. Make the desired changes

5. Select Save Changes to keep your changes or Close to discard them

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If you select anywhere outside the Contributor Information box while creating a new Contributor or editing an existing one, the information entered will be automatically saved.

Copyright Block

The Copyright Block is designed to contain copyright-specific data. Copyright Blocks are similar to Para Block elements and can be populated with various child elements. Copyright block templates can be created and then added to documents based on that template. For information regarding creating templates, please refer to Working with Templates. The information authored in the Copyright Blocks are on the Credits page as shown below:

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Copyright Block in Print Preview

Child elements of Copyright Block include:

 Rich Text

 Figure

 List

 Table

 Filter Metadata

Other data such as Copyright Date and an ISBN number can be included in the overall Copyright page. The Copyright Date is chosen by selecting a day from a dropdown calendar. The ISBN can be typed or copied and pasted into the field provided.

Add Copyright Text (step-by-step)

1. Select the Info tab at the top of the document in Editor

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2. Select the Add Copyright button to add a blank Copyright text element

 A new Copyright Text element will appear in the Copyright Folder

3. Alternatively, select a template from the Copyright Templates dropdown

Delete Copyright Text Element (step-by-step)

1. Locate the Copyright Text Block you want to delete

2. Hover over the properties icon

3. Select Delete

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4. Select OK to delete the Copyright Text Block

Add Child Elements to Copyright Text (step-by-step)

1. Select the Copyright Text element to which you wish to add content

2. Select any area in the editor to insert a new child element

3. Select the icon of the desired child element from the content editing toolbar

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 The new element will be added to the document

Margin notes

Margin notes can be added throughout a single source project authored in Studio Editor. An example of this is displayed below:

Margin note authored in Studio Editor

For a print rendition, as displayed below, the margin note will display as a "pinned" note on the page:

Margin note previewed as a print output

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For a web course, margin notes are displayed as "text bubbles," as shown below:

Margin note previewed as a web output

Adding a margin note (step-by-step)

The following steps pertain to adding a margin note for a block of text. Before completing these steps, select the rich text element that will be associated with the margin note.

1. Select Margin Note from the +Insert dropdown menu in the content editing toolbar

 A new margin note element will be inserted above the rich text element

2. Enter the text of your margin note in the field provided

Most of the same inline elements supported in a traditional rich text element are available when authoring a margin note.

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Modifying a margin note

To modify a margin note, simply select the margin note element in the content editing pane and modify the text as needed.

Page Breaks

The Page Break element is inserted to instruct publishing engines to insert a page break between elements. Once inserted, the content directly below the Page Break element will appear on the next page. A Page Break may be inserted when any child of Parablock is selected in the Content pane. This includes elements such as: Rich Text, Lists, Figures, and any other valid child of the Parablock element.

The image below is an example of the use of a Page Break. On the left is a Publishing preview of a Lesson with two Topics not using any Page Breaks. On the right is the same document with a single Page Break inserted after the Rich Text under Topic 1.

Preview of Document without Page Break (left) and with Page Break (right)

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Add a Page Break (step-by-step)

1. Select any element inside Para Block (Rich Text, List, Table, etc.) where you wish to insert the Page Break

2. Select Page Break from the +Insert dropdown menu on the content editing toolbar

 A grey dashed line is visible immediately after the chosen element to indicate a page break

Move a Page Break (step-by-step)

1. Select the Page Break element

2. Select and drag the element

 A green dashed line will appear where the element will be placed

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3. Drop the Page Break element

 A dialog will appear asking if you wish to Move, Copy, Link or Cancel the Page Break

4. Choose one of the options from the dialog

 The chosen action will be executed and the document updated

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Program Code

The Program Code element is useful when authoring technical documents that include programming code throughout the text of the document. This element allows your code text to be displayed in a specific manner that will make it stand out from regular text.

An example of a program code element authored in Studio Editor is shown below, followed by the same example displayed in a print preview.

Program code authored in Studio Editor

Program code print preview

When to use a Code semantic tag versus when to use a program code element

The program code element is ideal when you need to display several lines of code at a time or if you want to separate a line of code from text blocks.

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The Code semantic tag is useful if you want to include programming code within a block of text yet differentiate it in the paragraph so that it stands out from the regular text.

Inserting Program Code

To insert a program code object, select Code from the +Insert dropdown menu on the content editing toolbar

Insert program code element

Quote Blocks

Quote block elements are designed to automatically format quoted text that is longer than a couple of lines. Quote block elements format your text so that it is indented according to general writing standards. Use this element for lengthy quotes, and use the quote semantic tag for shorter quotes.

An example of a quote block authored in Studio Editor is shown below, followed by the same example in a print preview:

Quote Block element authored in Studio Editor

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Quote block in print preview

Using a Quote Block versus an inline Quotation semantic tag

Quote semantic tags are designed more for quote strings that are less than two lines of text, while a quote block is designed to format a longer string of text so that it is indented properly. A quote tag's default setting is to italicize the selected text, while a quote block indents the entire text contained in the element.

Therefore, we recommend using quote semantic tags for shorter quotes and quote blocks for longer quotes.

Insert a Quote Block

To add a quote block to a document, select Quote Block from the +Insert dropdown menu on the content editing toolbar.

Insert a quote block

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Rule Lines

Rule Lines allow you to insert lines in a document so users can insert notes or comments. When you insert a rule line element, there is a Number of Lines field in which to enter the number of lines you wish to print at that particular point in the document.

Rule lines element authored in Studio Editor

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Rule lines previewed in a print output

Adding Rule Lines (step-by-step)

1. Place your cursor in the location where you want to add rule lines to your document

2. Select Rule Lines from the +Insert dropdown menu on the content editing toolbar

3. Open the Element Properties pane and enter the number of lines to add

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Rule lines element authored in Studio Editor

 Every new Rule Lines element contains three (3) lines by default

4. Select Save and Close to save changes or cancel to discard them

Tabbed Content

The Tabs element organizes content in a tabbed interface, where content is presented when a tab is selected. Tabbed content is a web-specific feature in Editor.

The two images below illustrate an example of a Tabs element authored in Editor and then previewed in web:

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Tabs authored in Editor

Tabs in web preview

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Why use tabs in a document?

The tabs feature allows you to place more information on a page without losing usability. You can present different content contained within a single window, using tabs to navigate between them.

Create tabs (step-by-step)

1. Select Tabs in the +Insert dropdown menu on the content editing toolbar

Authoring tabs (with annotation)

2. Enter a Label and corresponding text for each tab

3. Select the Plus sign in the editing pane to add more tabs

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Set display properties for tabs

The display properties you can set for tabbed content in a document are illustrated below: 1. Display dimensions: Enter height/width for the tabs area to display when published 2. Orientation: Select Vertical or Horizontal to set the placement orientation for the tabs 3. Filter Metadata: Select specific outputs and/or audiences to view the tabbed content 4. MustBeCompleted: True value requires learner to read content prior to continuing in the course; default value is blank or False

Tabs Element Properties (with annotation)

Delete a single tab (step-by-step)

This procedure explains how to delete a single tab from a Tabs element containing more than one tab child element.

To delete the entire element of tabbed content, please refer to Delete an entire Tabs element (step-by-step).

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Delete a tab (with annotation)

1. Select the tab to delete in the editing pane

2. Select the menu icon associated with the tab to activate the element properties pane

3. Select Tab in the breadcrumbs

4. Select the Element Actions menu (if necessary)

5. Select Delete from Element Actions

Delete an entire Tabs element (step-by-step)

This procedure explains how to delete an entire element of tabbed content from a document.

If you want to delete a single tab within a Tabs element, please refer to Delete a single tab (step-by-step).

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Delete a Tabs element (with annotation)

1. Select the Tabs element in the editing pane

2. Select the menu icon associated with the element to activate the element properties pane

3. Select Tabs in the breadcrumbs

4. Select the Element Actions menu (if necessary)

5. Select Delete from Element Actions

Authoring Assessments

Assessments Overview

Studio and Studio Desktop, combined, provide a healthy variety of question types to assess end-users. The different examination formats are found in the Web Course and Single Source Project templates, as well as the Topic element. The Single Source Project template can be published in print or web outputs. The Web Course template lets you publish web-specific content.

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Studio currently supports the following assessment types (for all others, please refer to the Studio Desktop User Guide):

 Bin Drop

 Drag and Drop

 Essay Activity

 Fill in the Blank

 Image Map Assessment

 Matching Activity

 Matrix

 Multiple Choice Questions

 Select HotText

 Sequence Activity Content

Bin Drop

The Bin Drop assessment is used to test knowledge by allowing users to drag potential answers into one of several "bins" or drop zones in an image. It also provides feedback to learners when they answer correctly or incorrectly.

The Bin Drop assessment is similar to the Drag and Drop assessment; however, instead of establishing a one-to-one relationship between the dragged object and its target, Bin Drop lets you establish an all-in-one relationship between a dragged object and its target.

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Bin Drop Assessment in Studio Editor

Important components of Bin Drop Assessment outlined below are: 1. Base Image - over which either text or other images will be dropped 2. Drag Objects - Text or Images, each of which must be dropped onto a specific location on the Base image 3. Distractor Objects - Text or Images, considered "wrong answers" to distract the learner with incorrect answer alternatives 4. Bins - one or more geometric shapes where Drag Objects can be dropped

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Bin Drop Assessment Editor (annotated)

Other optional components of Bin Drop Assessment

Element Description

Enter a recommendation offered as a Advice guide for the learner; it is rendered below the question

Enter detailed information instructing the Instructions learner how the activity should be completed; it is rendered in italic font below the question

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Element Description

Enter the question, which can include text, Question Stem media, tables and lists; assessments come with this component already but if it is deleted at any point it can be readded

The Bin Drop Assessment is authored using an editor window. This allows specification of the bins, the answer choices and the location as to where they should be placed on the Base Image.

Add a Bin Drop Assessment to a Topic (step-by-step)

1. Select the location in the topic to add the question

2. Select the Bin Drop Assessment icon from the content editing toolbar

 The Bin Drop Assessment element will be added to the page and a pop-up window will appear to select a Base Image

3. Select a base image in one of two ways:

1. Select an image already in the Media Drive

2. Upload a new image

 The Bin Drop Assessment Editor will appear for you to author the assessment

Change an Image Map Base Image (step-by-step)

1. Select the Bin Drop Assessment in the editing pane

2. Select the properties gear icon to activate the element properties pane

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Make sure Bin Drop is selected from the breadcrumbs

3. Select Browse to choose an image file

4. Choose or change the base image in one of two ways:

1. Select an image already in the Media Drive

2. Upload a new image

5. Select Save and Close to keep the changes or Cancel to discard them

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Add Bins (step-by-step)

The three Hot Spot types are outlined here and shown in the image below:

1. Square - when chosen, a square Hot Spot will be added that can be moved and resized

2. Circle - when chosen, a circle Hot Spot will be added that can be moved and resized

3. Polygon - when chosen, a Hot Spot can be created with however many sides you wish

Various bin types outlined in Editor

1. Select the Edit icon from the floating Bin Drop toolbar to activate the Bin Drop Assessment Editor

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2. Select one of the three bin types to be added using the various icons in the editor. If you select polygon, follow the sub-steps below:

a Select to add a new side connected to the previous point

b Right-click to stop drawing the bin and connect the last side with the first

3. To move a bin: Select and hold the yellow circle and place it in the desired location in the editor

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4. To edit the size of a bin: Select and hold one of the yellow squares and drag it to the desired size

5. Select OK to save changes or Cancel to discard them

Adding and Editing Text Option (step-by-step)

1. Select the Edit icon from the floating Bin Drop toolbar to activate the Bin Drop Assessment Editor

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2. Select within a Bin to activate the Text Icons

3. Select the Text Icon or the Text Distractor Icon

4. Double-click the "Text" placeholder to make it editable

5. Type the name for the Bin Drop Text Option

6. Select any area outside the Text Option to save

7. To move a correct text option or distractor text: Select and hold the yellow circle and place it in the desired location in the editor

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Note: Once a Text Option is added, its corresponding "correct" bin cannot be changed. Wherever you move the option, the dotted line attached to a correct Text Option will always remain in the center of the corresponding bin. To change the

relationship, you must delete the option and recreate it.

8. Select OK to save changes or Cancel to discard them

Adding and Editing Image Options (step-by-step)

1. Select the Edit icon from the floating Bin Drop toolbar to activate the Bin Drop Assessment Editor

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2. Select within a Bin to activate the image icons

3. Select the Image Icon or Image Distractor Icon

4. Select a Bin Drop image in one of two ways:

 Select an image from the Media Drive

 Upload a new image

5. Select OK

6. To move a correct image option or distractor image: Select and hold the yellow circle and place it in the desired location in the editor

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Note: Once an Image Option is added, its corresponding "correct" bin cannot be changed. Wherever you move the option, the dotted line attached to a correct Image Option will always remain in the center of the corresponding bin. To change the

relationship, you must delete the option and recreate it.

7. Select OK to save changes or Cancel to discard them

Delete Bin Drop Text or Image Options (step-by-step)

1. Select the Edit icon from the floating Bin Drop toolbar to activate the Bin Drop Assessment Editor

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2. Select a Text or Image item so that the yellow circle appears

3. Select the red "X" to delete the item

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Add Feedback to a Bin Drop Assessment (step-by-step)

You can author feedback messages that are presented in response to learners answering correctly or incorrectly. The feedback will appear after a learner submits their answer(s).

The two types of feedback include:

 Positive Feedback - displayed for correct answers

 Negative Feedback - displayed for incorrect answers

1. Select the Bin Drop Assessment in the editing pane

2. Select the properties gear icon to activate the element properties pane

Make sure Bin Drop is selected from the breadcrumbs

3. Scroll down to find the Feedback options if necessary

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4. Enter Positive Feedback, Negative Feedback or Both

5. Select Save and Close to save changes or Cancel to discard them

Drag and Drop

The Drag and Drop assessment element is used to test knowledge by allowing users to drag potential answers over an image, to label or show proper association between elements in the test. Drag and Drop assessment provides feedback to the learner if they answer correctly or incorrectly.

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Important components of Drag and Drop outlined in the below image are: 1. Base Image - over which either text or other images will be dropped 2. Drag/Drop Image - must be dropped onto the proper spot on the Base Image 3. Distracter Image - "wrong answer" image to distract the learner 4. Drag/Drop Text - must be dropped onto the proper spot on the Base Image 5. Distracter Text - "wrong answer" text to distract the learner

Drag and Drop Assessment editor (annotated)

Other optional components of Drag and Drop Assessment

Element Description

Enter a recommendation offered as a Advice guide for the learner. It is rendered below the question.

Enter detailed information instructing the Instructions learner how the activity should be completed. It is rendered in italic font below the question.

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Element Description

Enter the question; can include text, Question Stem media, tables and lists. Assessments come with this component already but if it is deleted at any point it can be readded.

The Drag and Drop Assessment is created using an editor window. This allows specification of the answer choices as well as where they should be placed on the Base Image.

Add a Drag and Drop Assessment to a Topic (step-by-step)

1. Select the location in the topic to add your question

2. Select the Drag and Drop Assessment icon from the content editing toolbar

 The Drag and Drop Assessment element will be added to the page and a pop-up window will appear to select a Base Image

3. Select a base image in one of two ways:

1. Select an image already in the Media Drive

2. Upload a new image

 The Drag and Drop Assessment Editor will appear for you to author the assessment

Adding and Editing a Drag/Drop Text (step-by-step)

1. Select the Edit icon from the floating toolbar to activate the Drag and Drop Assessment Editor

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2. Select the Drag/Drop Text Icon or the Text Distractor Icon

3. Type the name for the Drag/Drop Text

4. Select OK

5. To manage the Drag/Drop text:

a Move a correct text option or distractor text - select and hold the yellow circle and place it in the desired location in the editor

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b Manage where the learner should place a correct Drag/Drop text option - select and hold the yellow square to drag it to the correct place on the base image

6. When you are finished authoring the assessment, select OK to save the changes or Cancel to discard them.

Adding and Editing a Drag/Drop Image (step-by-step)

1. Select the Edit icon from the floating toolbar to activate the Drag and Drop Assessment Editor

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2. Select the Drag/Drop Image Icon or Image Distractor Icon

3. You can select a Drag/Drop image in two ways:

1. Select an image already in the Media Drive

2. Upload a new image

4. Select OK

5. To manage the Drag/Drop image:

a Move a correct image option or distractor image - select and hold the yellow circle and place it in the desired location in the editor

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b Manage where the learner should place a correct Drag/Drop image option - select and hold the yellow square to drag it to the correct place on the base image

6. When you are finished authoring the assessment select OK to save the changes or Cancel to discard them

Delete Drag/Drop Text or Image (step-by-step)

7. Select the Edit icon from the floating toolbar

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8. Select a Text or Image item so that the yellow circle appears

9. Select the Red 'X' to delete the item

Add Feedback to a Drag and Drop Assessment (step-by-step)

You can author feedback messages that are presented in response of the learner answering correctly or incorrectly. The feedback will appear after the learner submits their answer(s).

The two types of feedback include:

 Positive Feedback - displayed for correct answers

 Negative Feedback - displayed for incorrect answers

1. Select the Drag and Drop Assessment element

2. Select the Properties icon to activate the element properties pane

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3. Select DragDrop from the breadcrumbs

4. Scroll down to find the Feedback options

5. Enter Positive Feedback, Negative Feedback or Both

6. Select Save and Close to keep the changes or Cancel to discard them

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Essay Activity

The Essay Activity is designed to allow students to write an essay in answer to a question. It is used in both web and print outputs:

 Web - provides a text area in which learners can type answers

 Print - provides a number of blank lines on which the learners handwrite their answers

Essay Activity Authored in Studio Editor

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Essay Activity in Web Course

The main components of the Essay Activity are outlined in the image below: 1. Question Stem - the question to which the student will provide an answer; this is typically simple text 2. Solution - the answer that will be printed in the Instructor guide; solution elements such as Rich Text, List, Table or Figure can be added directly into the assessment here

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Question Stem

Solution

Essay Activity in Studio Editor (with annotation)

Other optional components of Essay Activity

Element Description

Enter detailed Instructions information instructing the learner how the activity should be completed; it is rendered in italic font below the question

Adding an Essay Activity Assessment (step-by-step)

1. Select the location in the document to add the question

2. Select the Essay Activity icon from the content editing toolbar

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3. Enter the question and the corresponding solution in the spaces provided

Edit the number of Response Lines for an Essay Activity (step-by-step)

In the print version of the Essay Activity, the number of blank lines left for a student response can be changed as desired.

1. Select anywhere within the Essay Activity

2. Select the Element Properties icon to activate the element properties pane

3. Select Essay Activity from the breadcrumbs

4. Select the Response Lines dropdown menu and choose from 0-8 lines

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5. Select Save and Close to keep the changes or Cancel to discard them

Fill in the Blank

The Fill-in Activity element lets you create questions with blank fields. In web outputs, blanks may be set to be typed in or chosen from a dropdown menu. You may set as many blanks as necessary and provide many correct responses for each blank.

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Fill in the Blank Assessment in Studio Editor

Fill in the Blank Assessment in Web Course

Other optional components of Fill in the Blank Activity

Element Description

Enter a recommendation offered as a Advice guide for the learner; it is rendered below the question

May be inserted anywhere in the Fill In Figure content; often used to clarify the assessment question

Shown when the question is configured to Hint have more than one attempt and Hint is enabled

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Element Description

Enter detailed information instructing the Instructions learner how the activity should be completed; it is rendered in italic font below the question

Used as a styling tool to design the Fill In Line Break the Blank question layout

Enter the question; can include text, Question Stem media, tables and lists; assessments come with this component already but if it is deleted at any point it can be readded

Adding a Fill in the Blank Assessment (step-by-step)

1. Select the location in the document to add the question

2. Select the Fill In Blank icon from the content editing toolbar

3. Enter desired text in the spaces provided for the Question Stem and Content Placeholder

Please note: By default, a newly added Fill in the Blank element will contain a Question Stem and a Content placeholder. Various Fill in the Blank Types can be added.

Authoring a Fill in the Blank Assessment

Once the assessment is added to the topic, one or more of the following Fill in the Blank types can be added by selecting them from the floating

Page 240 Studio Editor User Guide Advanced Authoring toolbar. Each type is numbered in the image below to match its corresponding type in the following list: 1. Dropdown - learner selects an answer from a list of dropdown choices, one or more of which may be considered correct 2. Text Match - learner enters text which is either checked against a pattern (validated) or is not (unvalidated) 3. Formula - learner enters a formula-based answer to a numeric question 4. Date - learner enters a date in the calendar as an answer for the exercise 5. Number Match - learner enters a number that is validated as being within an acceptable range of numbers

Fill in the Blank Types outlined

Each of the Fill in the Blank types outlined above are authored differently within Editor. Detailed procedures for adding and editing each type are described below. Before attempting these procedures, make sure you have completed the Adding Fill in the Blank Assessment procedure.

Insert Text Match Type (step-by-step)

Insert Text Match Type (step-by-step)

1. Select anywhere within the Fill in the Blank Assessment

2. Select the Blank icon

3. Type the correct answer in the blank

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4. Select anywhere outside the blank to save

Add Pattern for Text Match Type (step-by-step)

The pattern feature allows you to provide as many correct responses for each blank as desired. This is designed to accommodate the possibility of a learner entering a different variation of a correct answer. An example of a Fill in the Blank Assessment with multiple correct answers is show in the image below.

Fill in the Blank assessment with multiple correct answers authored in Studio Editor

1. Select within the Text-Match Element

2. Select the Pattern icon

3. Enter the new answer

4. Repeat as many times as desired for the question

Editing Pattern Properties for Text Match Type (step-by-step)

Pattern properties also allows you to Ignore Spaces, Case, Extra Words and Hyphens/Minuses. By default, if none of the pattern properties are

Page 242 Studio Editor User Guide Advanced Authoring changed, the learner's answer will have to match exactly to one of the answers provided in order to be marked correct.

1. Select within the Text-Match Element

2. Select the Blank on which you wish to edit the pattern

3. Select the Element Properties icon to activate the element properties pane

4. Edit the Pattern Ignore Limitations by setting each dropdown menu to True or False

5. Select Save and Close to keep the changes or Cancel to discard them

Insert Drop Down Type (step-by-step)

Add Dropdown Type (step-by-step)

1. Select anywhere within the Fill in the Blank Assessment

2. Select the Drop Down List icon

3. Select the Drop Down List

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4. Enter the answer options in the blanks provided

5. To add or delete a blank, follow these Sub-steps:

a To ADD a blank, select the Drop Down List Option icon from the toolbar

b To DELETE a blank, select the Red 'X' located next to the blank

Note: If you have made changes to a blank you wish to keep, make sure you have selected somewhere outside the dropdown menu to save them prior to adding or deleting a box. If you do not, the changes you made will be lost.

Editing correct answers for Drop Down Type

Drop Down Type allows one or more of the answers to be considered correct. Once the dropdown options have been added, selecting or deselecting correct answers is very simple.

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- Selecting or deselecting can be done by selecting the checkbox located next to each option. If the checkbox is selected, the answer will appear in the Fill-In Drop Down Element Blank. If it is then deselected, the answer will disappear from the blank.

- Once the option is visible in the Drop Down element, deselecting can also be done by selecting the small 'X' next to the name to change it back to incorrect

Insert Number Match Type (step-by-step)

Add Number Match Type (step-by-step)

1. Select anywhere within the Fill in the Blank Assessment

2. Select the Number Match icon

3. Enter the appropriate values in the following fields:

. From: minimum number value

. To: maximum number value

. Char limit: character limit

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. Char size: character size

Insert Date Type (step-by-step)

Add Date Type (step-by-step)

1. Select anywhere within the Fill in the Blank Assessment

2. Select the Fill in Date icon

3. Select the Specify Date Blank

4. Select a date from the pop-up calender

Please note: You can also type a date by selecting inside the "Specify Date:" blank by entering it in the form of YYYY-MM-DD.

Adding Feedback to a Fill in the Blank Assessment (step-by- step)

You can author feedback messages that are presented in response of the learner answering correctly or incorrectly. The feedback will appear after the learner submits their answer(s).

The two types of feedback include:

 Positive Feedback - displayed for correct answers

 Negative Feedback - displayed for incorrect answers

1. Select the Fill in the Blank Assessment element

2. Select the Element Properties icon to activate the element properties pane

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3. Select Fill-In Activity from the breadcrumbs

4. Scroll down to find the Feedback options

5. Enter Positive Feedback, Negative Feedback or Both

6. Select Save and Close to keep the changes or Cancel to discard them

Image Map Assessment

The Image Map Assessment is designed to test a learner's knowledge by defining clickable regions, called Hot Spots, on an image. The learner must then identify the correct Hot Spot.

This assessment type will not display text or images when a Hotspot is selected (as is the case of an Image Map), but rather just mark as correct or incorrect.

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Image Map Assessment in Studio Editor

Image Map Assessment in Web Course

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Other optional components of Image Map Assessment

Element Description

Enter a recommendation offered as a Advice guide for the learner; rendered below the question

Shown when the question is configured to Hint have more than one attempt and Hint is enabled

Enter detailed information instructing the Instructions learner how the activity should be completed; rendered in italic font below the question

Displayed on top of the Base Image Title

An Image Map Assessment is created using an editor window. This allows you to draw shapes ("HotSpots") anywhere over the Base Image. These shapes can be marked as correct or incorrect answers for the question.

Add an Image Map Assessment (step-by-step)

1. Select the location in the topic to add your question

2. Select the Image Map Assessment icon from the content editing toolbar

3. Select a Base Image in one of two ways:

1. Select an image already in the Media Drive

2. Upload a new image

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Change the Bin Drop Base Image (step-by-step)

1. Select the Image Map Assessment in the editing pane

2. Select the gear icon to activate the element properties pane

3. Select Image Map from the breadcrumbs

4. Select Browse on the Image File element and choose a new image

5. Select Save and Close to keep the changes or Cancel to discard them

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Add a Hot Spot (step-by-step)

The three Hot Spot types are outlined below:

1. Square - when chosen, a square Hot Spot will be added that can be moved and resized

2. Circle - when chosen, a circle Hot Spot will be added that can be moved and resized

3. Polygon - when chosen, a Hot Spot can be created with however many sides you wish

1. Select the Edit icon from the floating toolbar

2. In the Image Map Assessment Editor, select one of the Hot Spot types to add using the various icons in the editor.

For polygons, follow the sub-steps below:

a Select to add a new side connected to the previous point

b Right-click to stop drawing the Hot Spot and connect the last side with the first

3. To mark a Hot Spot as correct, select the HotSpot shape and check the checkbox that appears

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4. To move a Hot Spot, select and hold the yellow circle and place it in the desired location in the editor

5. To edit the size of a Hot Spot, select and hold one of the yellow squares and drag to the desired size

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6. When you are finished authoring the assessment select OK to save the changes or Cancel to discard them

Delete a Hot Spot (step-by-step)

1. Select the Edit icon from the floating toolbar

2. In the Image Map Assessment Editor, select a Hot Spot so that the yellow circle appears

3. Select the red "X" to delete the item

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Add Feedback to an Image Map Assessment (step-by-step)

You can author feedback messages that are presented in response of the learner answering correctly or incorrectly. The feedback will appear after the learner submits their answer(s).

The two types of feedback include:

 Positive Feedback - displayed for correct answers

 Negative Feedback - displayed for incorrect answers

1. Select the Image Map Assessment element

2. Select the gear icon to activate the element properties pane

3. Select Image Map Assessment from the breadcrumbs

4. Scroll down to find the Feedback options

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5. Enter Positive Feedback, Negative Feedback or Both

6. Select Save and Close to keep the changes or Cancel to discard them

Matching Activity

The Matching Activity allows students to match items from one column to items in a second column. Matches are made by clicking and drawing a link between terms.

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Matching Activity Authored in Studio Editor

Matching Activity in Web Course

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The main components of the Matching Activity are outlined in the image below: 1. Question Stem - instructions or a question that the learner will reference in choosing matches 2. Option - a single matching answer, consisting of a term and matching term. Keep in mind that when authoring the Matching Activity, a single row will have an item with the matching answer next to it. However, when publishing renders this in a web page, the term and matching answer will be automatically randomized and not appear next to each other.

Question Stem

Option

Matching Activity in Studio Editor (with annotation)

Other optional components of Matching Activity

Element Description

Enter a recommendation offered as a Advice guide for the learner; rendered below the question

Shown when the question is configured to Hint have more than one attempt and Hint is enabled

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Element Description

Enter detailed information instructing the Instructions learner how the activity should be completed; rendered in italic font below the question

Add a Matching Activity Assessment (step-by-step)

1. Select the location in the document to add the question

2. Select the Matching Activity icon from the content editing toolbar

3. Enter the Instructions/question and options in the spaces provided

Add an option to a Matching Activity (step-by-step)

When a matching activity assessment is added to a document, it will contain four options by default. Follow the below procedure to add more options.

1. Select anywhere within the Matching Activity

2. Select the Option icon

3. Enter the Term and Answer

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4. Select anywhere outside the activity to save

Remove an option from a Matching Activity (step-by-step)

When a matching activity assessment is added to a document, it will contain four options by default. Follow the below procedure to remove an option.

1. Select the option you wish to delete

2. Select the gear icon on either the Term or the Answer to activate the element properties pane

3. Select Option from the breadcrumbs

4. Select Delete

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Add Feedback to a Matching Activity

You can author feedback messages that are presented in response of the learner answering correctly or incorrectly. The feedback will appear after the learner submits their answer(s).

The two types of feedback include:

 Positive Feedback - displayed for correct answers

 Negative Feedback - displayed for incorrect answers

1. Select the Matching Activity element

2. Select the gear icon to activate the element properties pane

3. Select Matching Activity Content from the element breadcrumbs

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4. Enter Positive Feedback, Negative Feedback or Both

5. Select Save and Close to keep the changes or Cancel to discard them

Matrix

The Matrix assessment will display a table with rows of statements and category descriptions in column headers. A checkbox is rendered in every column header category for every statement. The learner will select the checkbox(es) that apply for every statement.

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Matrix Assessment authored in Studio editor

Matrix Assessment in Web Course Output

The main components of the Matrix are outlined in the image below: 1. Question Stem 2. Instructions 3. Column Header 4. Statement

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1 2 3

4

Matrix Assessment in Studio Editor (with annotation)

Other optional components of a Matrix Assessment

Element Description

Enter a Advice recommendation offered as a guide for the learner; rendered below the question

Instructions Enter detailed information instructing the learner how the activity should be completed; rendered in italic font below the question

Add a Matrix Assessment (step-by-step)

1. Select the location in the topic to add your question

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2. Select the Matrix Assessment icon from the content editing toolbar

3. Enter the question in the space provided

Note: By default, when a Matrix Assessment is added, it will contain four statements and two columns. The Matrix Assessment can be authored to have more or less than the default.

Authoring a Matrix Assessment (step-by-step)

Different components can be added to the Matrix Assessment to create the desired question type. Selecting anywhere in the Matrix Assessment will enable various child elements that can be added.

The child elements of the Matrix Assessment outlined include: 1. Advice - enter a recommendation offered as a guide to action; it is rendered below the question 2. Instructions - enter detailed information on how the assessment should be completed 3. Column - enter the header field 4. Statement - enter a statement and the corresponding Correct Column number

Matrix child elements

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Before attempting the procedures below, make sure you have completed the Adding a Matrix Assessment procedure.

Adding a Column

1. Select within the Matrix Assessment

2. Select the Column icon

3. Rename the column by selecting the name directly

4. Select anywhere outside of the column to save the changes

Deleting a Column

1. Locate the column you wish to delete

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2. Select the list icon to activate the element actions menu in the properties pane

3. Select Delete

Adding a Statement

1. Select within the Matrix Assessment

2. Select the Statement icon

3. Rename the statement by selecting the name directly

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4. Change the value of Correct Column by selecting the checkbox in the appropriate column

Note: If no column is chosen, Column 1 will be set as the Correct Column.

Deleting a Statement

1. Locate the Statement you wish delete

2. Select the list icon to activate the element actions menu in the properties pane

3. Select Delete

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Add Feedback to a Matrix Assessment (step-by-step)

You can author feedback messages that are presented in response of the learner answering correctly or incorrectly. The feedback will appear after the learner submits their answer(s).

The two types of feedback include:

 Positive Feedback - displayed for correct answers

 Negative Feedback - displayed for incorrect answers

1. Select anywhere within the Matrix Assessment

2. Select the gear icon to activate the element properties pane

3. Select Matrix from the element breadcrumbs

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4. Insert Positive or Negative Feedback or Both

5. Select Save and Close to keep the changes or Cancel to discard them

Control the randomization of answer options

You can control whether answer options remain in the order in which they are authored or randomized each time the question is rendered. This is done via the Preserve Choice Order option in the Matrix element properties pane shown below:

Matrix assessment element properties pane (with annotation)

Options available from the Preserve Choice Order dropdown menu:

 True - preserves the order of the answer options as the question was written

 False - randomizes the answer options

Multiple Choice Questions

A multiple choice question element, when added to your document, will contain by default a question stem, two question options, and a weight element. You may add other child elements, such as: additional question

Studio Editor User Guide Page 269 Advanced Authoring options, hints, and response-specific and/or positive/negative feedback. Questions can be added to a web course or SSP at the end of a lesson or within a topic.

Multiple choice questions can be any of the following types: 1. True/False 2. Multiple select (more than one answer is correct) 3. Standard multiple choice (only one answer is correct)

Multiple Choice Question Authored in Studio Editor

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Multiple Choice Question in web preview

Multiple Choice Question in print preview

Authoring a Multiple Choice Question within a topic (step-by- step)

1. Select the location in the topic to add your question

2. Select the Multiple Choice icon from the content editing toolbar

3. Enter the question in the Multiple Choice Content field

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4. Enter answer options in each of the Question Options fields

5. To add more Question Options, select the Option icon from the floating toolbar

6. To identify the correct answer, place your cursor on the appropriate question option element, and select the properties gear icon to activate the element properties pane

a In the IsCorrect dropdown, select True

Preserve the order of question options for a multiple choice question

The option to preserve the answer choices in a multiple choice question can be found in the element properties for the Multiple Choice Content element, as shown in the image below.

To save the order of the answer choices as they're authored in Studio, select True from the dropdown menu.

Preserve Choice Order property setting (with annotation)

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Why use the Preserve Choice Order property setting?

You may wish to preserve the order of the answer choices in a multiple choice question if it is a True/False question or if the answers available include "All/None of the Above."

Enter response-specific feedback for an answer choice

You can set the question so that a response-specific comment is displayed for each of the answer choices in your multiple choice questions. The option to do so is located in the element properties pane of the Question Option element.

Question Option element properties (with annotation)

Enter feedback for correct or incorrect answers in a multiple choice question

You can set the question so that comments are displayed when a learner selects correct and/or incorrect answers. This option is located in the element properties pane of the Multiple Choice Content element.

Question Option element properties (with annotation)

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Select HotText

The Select HotText assessment is similar to a multiple choice assessment, except the choices are inline selectable text embedded in a larger text block. Select Hot Text provides the learner with text that contains these inline highlighted words and asks them to select which of the highlighted words answer a proposed question.

Select Hot Text Assessment in Studio Editor

Select Hot Text in Web Course

The major components of a Select Hot Text Assessment are outlined below and shown in the following image.

 Question Stem - instructions or a question that the student will reference in choosing matches

 Select Text - a passage of text that may contain one or more highlighted pieces of text in a larger passage of text

 Option Choice - attached to each "Select Text" and indicates if this text is a correct selection or an incorrect selection; it also (optionally) provides feedback when the learner selects this text

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Select Hot Text Assessment (annotated)

When taking the assessment in a web course, after making selections of hot text, selected items appear highlighted. After the learner submits their answers, the Hot Text Options will be highlighted a specific color depending on whether or not the answer was correct. Learners may also select hot text elements to view any assigned Response Feedback. An example of a completed Select Hot Text assessment is shown in the image below.

The highlighted colors include:

 Green - was selected by the learner and is a correct response

 Yellow - was NOT selected by the learner but is a correct response

 Red - was selected by the learner and is NOT a correct response

Select Hot Text after completion in Web Course

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Other optional components of Select Hot Text

Element Description

Enter a recommendation offered as a Advice guide for the learner; rendered below the question

Shown when the question is configured to Hint have more than one attempt and Hint is enabled.

Enter detailed information instructing the Instructions learner how the activity should be completed; rendered in italic font below the question

Adding a Select HotText Assessment (step-by-step)

1. Select the location in the topic to add a Select Hot Text assessment

2. Select the Select Hot Text icon from the content editing toolbar

3. Enter the question text in the Enter Question Stem field

4. Enter the text passage in the Enter Content field

Creating Option Choices (step-by-step)

1. Highlight a specific word or phrase in the passage

2. Keeping the word or phrase highlighted, select Option Choice from the floating toolbar

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3. In the pop up window, select True or False from the IsCorrect dropdown menu

4. Insert text for the Response FeedBack (optional)

5. Select OK to save the changes made or Cancel to discard them

Editing or Removing a Text option

Editing and Removing text options are very simple. For both actions, you simply select the option you wish to change and a pop-up window will appear. The pop-up shown in the image below has two options: Edit or Remove.

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View Option Choice menu in Studio Editor

Actions taken with each selection:

 Edit - brings up the Edit Option Choice pop-up box where the option properties can be changed

 Remove - removes the highlight from the selected word or phrase; it will no longer be a viable option

Sequence Activity Content

The Sequence Activity assessment type renders a list that the learner must set in the correct order. The Sequence Step elements are authored in the correct sequence and the publishing template randomizes the order automatically. The learner rearranges the order of the steps by dragging and dropping each item in the intended order.

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Question stem field

Sequence steps (authored in the correct order)

Sequence activity authored in Editor (with annotation)

Insert a Sequence Activity Assessment

To add a Sequence Activity, select the Sequence activity icon from the content editing toolbar:

Content editing toolbar - Sequence activity assessment(with annotation)

Author a Sequence Activity Assessment (step-by-step)

1. Select the Sequence Activity icon from the content editing toolbar

 A new sequence activity is added in the content editing pane with a Question Step and two Sequence Steps

2. Enter the question text in the Question Stem field

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3. To add more Sequence Steps, select the Sequence icon from the floating toolbar

4. Enter text for each step in the correct sequential order

Delete a sequence step

To delete a sequence step, select Delete from the Element Actions pane located within the element properties pane for the element.

Sequence Step - Element actions pane (with annotation)

For detailed instructions, please see the Delete a Sequence Step (step-by- step) procedure.

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Reorder sequence steps

To rearrange the order of the sequence steps, simply click on the leftmost area of the item you want to move (the blue shaded vertical line) and drag it to the new area. Any allowed area will display a green dashed line indicating it is okay to drop the item in that new location. When you release the mouse button to drop the item, select the Move option from the menu that appears at the top of the content editing pane. See the image below for an example:

Second, release the item to the new location and select MOVE First select this area of the element and drag it to the new location

Reorder a sequence step(with annotation)

Delete a Sequence Step (step-by-step)

Please note: You cannot delete the last two remaining sequence steps of a sequence activity. If you wish to delete a sequence activity assessment question, you may do so from within the Sequence Activity Content Element Actions pane.

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Sequence Step - Element actions pane (with annotation)

1. Select the step element to delete from the content editing pane

2. From the breadcrumbs, select the Sequence Step tab

3. From the left side of the elements property pane, select the Menu icon

4. Select Delete from the list of Element Actions displayed

Web Assessment Behavior Options

When authoring assessments, you can include various parameters for a question block via the Web Activity Behavior options pane.

The Web Activity Behavior pane allows authors to capture various assessment settings relating to how online courses behave for learners. Settings include how questions appear, how many attempts learners may take, time limits and similar parameters. Web activity behaviors can be set for the entire course (cover page or container) or a question block. For information about enhanced scorecards, please refer to Enhanced Scorecards.

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Web activity behavior options pane for a question block (with annotation)

Web activity behavior settings are organized into the following categories:

 Course Progress

 Questions

 Feedback

 Competency Definition

Web activity behavior options

Behavior Description Values Documen Behavior Option of Behavior t Type Comments and/or Dependencies

Course Progress

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Behavior Description Values Documen Behavior Option of Behavior t Type Comments and/or Dependencies

Forward determines True - SSP Only Can be added as Navigation whether a disables the a sequencing rule Only Back button Back button in a Web Course will be from the enabled for assessment learners in a pages until course the end of the assessment; Back button is enabled when learner reaches the end of the assessment False (default behavior) - Back button is active and backward navigation is allowed throughout the assessment

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Behavior Description Values Documen Behavior Option of Behavior t Type Comments and/or Dependencies

Allow determines True - SSP Only Can be added as Assessment whether a learner is a sequencing rule Exit learner is allowed to in a Web Course able to exit an switch assessment Note: when between the and access published as a JLP assessment the course package, FALSE and the content hides everything course during the from the course content assessment tree; when during an (similar to an published as a assessment open-book BCP package, exam) FALSE disables False - everything in the learner tree cannot exit the assessment to access course content until they have reached the end of the assessment (similar to a closed-book exam)

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Behavior Description Values Documen Behavior Option of Behavior t Type Comments and/or Dependencies

Leave determines True - Both SSP An "Attempt" is Correct whether partially and Web driven in "Submit Between correct correct Course one by one mode" Attempts* answers will responses only; this option remain on will not be is used in screen removed conjunction with between between Attempt Limit and attempts question Submit Mode (e.g. multiple attempts select Multiple Choice question)

Submit determines OneByOne - Both Mode* how a learner allows submits learners to answers to submit each each question of assessment an question; the assessment two options independentl are to 1) y of each submit all other answers at AllAtOnce - the same requires time or to 2) learners to submit each submit all question answers for independentl an y assessment at the same time

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Behavior Description Values Documen Behavior Option of Behavior t Type Comments and/or Dependencies

Attempt determines non-decimal Both "Attempt limit" Limit* number of positive only works when times a number assessment is in learner can "Submit one by try to answer one" mode; this a question option is used in correctly conjunction with Leave Correct Between Attempts and Submit Mode

*The above three options are dependent upon one another. For example, Submit Mode must be set to OneByOne if Attempt Limit >1 Attempt Limit must be >1 if Leave Correct Between Attempts=True

Completion determines Default = No Both With a time limit, Time Limit the amount time when time (minutes) of time, in Time value expires, the minutes< a entered system learner has to displays a automatically complete the progress bar, submits the current a timer assessment and assessment object displays the (countdown) scorecard and relevant messaging

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Behavior Description Values Documen Behavior Option of Behavior t Type Comments and/or Dependencies

Min Passing sets the non-decimal SSP Only This option can Threshold minimum positive be applied more score to pass number; than once in a an end-of- default SSP; when used, lesson quiz behavior is author must also 100% add a value at the SSP level or the overall minimum passing score will = 100%

Select Count determines how many objects from a pool of objects to pull into a container

Enable determines True - BOTH A learner clicks Flagging whether displays the on a flag icon to learners can flag icon, activate/deactivat flag allowing e the flag for an questions in learners to individual an flag question assessment questions for so they can self-review Note: this only potentially False - hides works when review or go the flag icon Submit Mode = back to the from view AllAtOnce flagged item(s)

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Behavior Description Values Documen Behavior Option of Behavior t Type Comments and/or Dependencies

Questions

Randomize determines True - SSP Only Can be added as Questions whether a set randomizes a sequencing rule of questions sequence of in a Web Course (at the lesson authored level) should questions be randomized False (default when value) - displayed to displays learners questions in the order in which they were authored

Question sets the value decimal BOTH In a SSP, this Weight for a number applies to ALL question between 0-1 questions in a (Example: 0.5 question pool; value means does not apply to the questions an individual are worth question; half as much as questions In a Web Course, without this this applies to all option) questions in a Question Block

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Behavior Description Values Documen Behavior Option of Behavior t Type Comments and/or Dependencies

Reorder determines True - Children whether to children are reorder reordered children after False - each attempt children are ordered as they were authored

MCQ sets whether True - choice BOTH True value can be Randomize multiple options are overridden at the Choices choice randomized publishing profile answer in each level; there is a choices Multiple Preserve Choice should be Choice option at the randomized question question level each time they are displayed to a learner

DnD Mode determines Practice - not BOTH Applies only to whether scored the Drag-n-Drop questions are Assessment assessment type to be run in - scored Practice or Assessment mode

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Behavior Description Values Documen Behavior Option of Behavior t Type Comments and/or Dependencies

DnD Show determines True - Show BOTH Applies only to Solution whether to Solution the Drag-n-Drop display an button is assessment type; option to displayed show the after a The button correct question has toggles between answer if an been Show Solution assessment answered and Show Your is answered incorrectly Response incorrectly False - Show Solution button is disabled and hidden

DnD Show determines True - target BOTH Applies only to Target whether to outlines will the Drag-n-Drop display a be displayed assessment type target outline when a when a learner starts learner starts dragging to drag an objects object False - no targets will be displayed

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Behavior Description Values Documen Behavior Option of Behavior t Type Comments and/or Dependencies

Multiple determines Blank BOTH For Matrix Selection whether (default questions, this learners have behavior is option pertains to the option to Only when the entire grid select multiple rather than per multiple options are row; for example, answers correct) if rows 1 and 3 when Always - have 2 correct answering Checkboxes answers but row Matrix, MCQ, will always be 2 only has one, Image Map displayed, the interface will and Select allowing display HotText learners to checkboxes in all assessments select more three of the rows (Forces the than one user interface answer (even to display if there is either radio only one buttons or correct checkboxes) answer for a particular question) Only when multiple options are correct - Radio buttons will be displayed, forcing learner to select only one answer

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Behavior Description Values Documen Behavior Option of Behavior t Type Comments and/or Dependencies

Feedback

Show Hint determines True - BOTH *Hints are whether hints incorrectly displayed only are displayed answered when Attempt after a questions will Limit >1 question is display a hint answered prior to the *Only works when incorrectly last try (not Submit Mode = after every OneByOne wrong try if Attempt Limit >3)

False (default value) - no hint is displayed

Show determines True - All BOTH Authored at the Feedback whether to feedback will individual display be displayed question level feedback once a (positive or question is negative) completed after an answer is False - No submitted feedback is displayed

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Behavior Description Values Documen Behavior Option of Behavior t Type Comments and/or Dependencies

Show Advice determines True - advice BOTH This option can whether to is displayed be considered an display once the author's "advice" after question is "Rationale a question is completed Paragraph" and submitted allows authors to provide another level of detailed feedback to learners as well as point them to more information

Competenc y Definition

Registered Competency

Label allows Text and authors to numeric tag a set of value content as being associated with certain materials; this item is associated with a GUID and is searchable in Studio

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Behavior Description Values Documen Behavior Option of Behavior t Type Comments and/or Dependencies

Description Description Text and of the given numeric label values

Web Activity Behaviors

Setting web activity behaviors for an assessment (step-by- step)

1. Select the desired question block to add web activity behavior

2. Select the Question Block tab from the breadcrumbs to activate the element properties pane

3. Select the clock icon to activate the Web Activity Behavior pane

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Please note: Web activity behavior options are available at the Question Block or Container levels for online courses. If you do not see the clock icon, make sure you have selected the appropriate breadcrumb tab.

4. Set behavior options as desired and select Save and close when finished

 For an explanation of each option, please refer to the Web activity behavior options table.

Enhanced Scorecards

When authoring assessments, you can include various parameters for a question block via the Web Activity Behavior options pane. You can also set options for an enhanced scorecard.

Web activity behavior options pane - Enhanced Scorecard

Web activity behavior options for Enhanced Scorecard

Behavior Description of Values Behavior Option Behavior Comments

Enhanced Both SSP and Web Scorecard Course

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Behavior Description of Values Behavior Option Behavior Comments

Retry determines If unbound (not Once the Retake Limit whether the authored), the Retake button is selected Retake button is button is displayed by a learner, all displayed on a on the Scorecard until test data is Scorecard and how a passing score is deleted from many times a reached; when the memory and learner can take Retake button is nothing gets an assessment clicked, the learner is reported to the taken to the first page associated LMS; a of the Container to learner must exit retry the assessment the course to container, and report test data to clicking Next starts the LMS the assessment

If set to 0, the Retake button is not displayed on the Scorecard

If set to 1 or more, the Retake button is displayed until they have exhausted the number of defined retries

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Behavior Description of Values Behavior Option Behavior Comments

Bookmark determines the Resume (default) - Retake depends behavior when a allows the learner to on Retry Limit course is resume from the last setting relaunched after visited page or an assessment is question; when a exited; only learner exits an applies if a learner assessment, progress exits the course is saved together with from within the the randomization assessment order of the questions

Retake - upon exiting the course, the whole assessment is scored and submitted to the LMS; when relaunched, if the Retry Limit has not yet been reached, all previous interactions are cleared and the assessment begins from the beginning of the Container; if the Retry Limit has been reached, the Scorecard is displayed

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Behavior Description of Values Behavior Option Behavior Comments

Show determines True - summarized Question whether a list of assessment List summarized list of questions is displayed questions is with the scorecard, displayed with the indicating whether scorecard each question was answered correctly or incorrectly (green check or red X) False - minimal information is displayed with the scorecard

Review determines True - learners may This only applies if Questions whether a review each question Show Question hyperlink is by clicking on the List = True displayed in the hyperlink in the scorecard for each question list for each question to allow corresponding learners to review question them False - no hyperlink available

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Behavior Description of Values Behavior Option Behavior Comments

Mask determines True - question status This option is a Question whether the status is masked (neutral type of feedback Status of a question is color is used in the during an displayed or progress bar and assessment, not hidden from the questions are hidden necessarily tied to progress bar from the navigation the Enhanced tree) Scorecard False - question status is not masked (red/green dots are displayed in the progress bar as applicable for each question)

Score BOTH, can add Ranges multiple

Score determines the Numeric, must be This area allows Range minimum score whole numbers authors to create Min required to display between 0 and 100 custom messages a user-defined for ranges of message scores;

Score determines the Numeric, typically When creating Range maximum score between 0 and 100 ranges, the Max required to display numbers must not a user-defined overlap; for message example you can have 50-59, 60- 69, etc but not 50- 60, 60-70, etc. when defining score ranges

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Behavior Description of Values Behavior Option Behavior Comments

Score user-defined Text Message message to display with the scorecard when a learner's score falls within a predefined range

Web Activity Behaviors for Enhanced Scorecards

Content Groups

The content group element allows you to group topics and procedures under a common title.

The image below is an example of a content group authored in Studio Editor:

Content Group authored in Studio Editor (with annotation)

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Add a new Content Group to a document

To add a new content group, select Content Group from the +Insert dropdown menu in the content editing toolbar

By default, when a new content group element is added to a document, it will contain a category and one topic.

Please note: the Content Group Name field is for internal use only and will not display in published documents.

Add a new Topic to a Content Group

To add a new topic to a content group, select Topic from the +Add Structure dropdown menu above the document outline

Add Structure menu options (with annotation)

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Add a new procedure to a Content Group

To add a new procedure to a content group, select the Procedure icon from the content editing toolbar

Design Data

Studio allows you to include information regarding a document's design, including details on contributors, notes, metadata and supplements.

Design data information can be managed in the element properties pane. For most of the design data you can add in Editor, select the Design Data icon to activate the Design Data panel.

The following design data can be added in Studio: 1. Contributors 2. Classification 3. Educational Objectives 4. Learning Object Metadata 5. Notes 6. Supplements

Classification

To add/manage classification data, select the Classification icon from the element properties pane:

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Design Data - Classification (with annotation)

Please note: The Classification icon is not available for every element. If the icon is absent from the element properties pane, classification data is not available for the selected element.

Add Classification Data (step-by-step)

A classification taxonomy must first be set up in your environment before you can add classification tags. This is currently done in Studio Desktop by an administrator.

1. From the element properties pane, select the classification icon

2. Select the Add button, choose the appropriate classification taxon in the pop-up window and select OK

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3. Repeat the above steps to add additional taxons

4. Select the appropriate textbox to type a description and/or a purpose for the element classification

Contributors

To add Contributors, select Contributors (1) in the Design Data panel, select the plus sign (2) to add a new contributor, and enter the contributor's details in the fields provided

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Design Data - Contributors (with annotation)

Educational Objectives

To add/manage educational objectives, select Educational Objectives in the Design Data panel

Design Data - Educational Objectives (with annotation)

Learning Object Metadata (LOM)

The Learning Object Metadata is a data model (usually encoded in XML) used to describe a learning object and similar digital resources used to support learning. The LOM element lets users add descriptions with relevant characteristics which help searches be accurate and fast.

The structure of the metadata is standards-based, such that it gives a

Page 306 Studio Editor User Guide Advanced Authoring uniform frame of reference by which elements can be searched and compared. In Studio, metadata is an external XML file authored in Editor.

Metadata is optional and, by default, the system uses IEEE LOM as a model. LOM, or Learning Object Metadata, is a data model (usually encoded in XML) used to describe a learning object and similar digital resources used to support learning.

To see or edit an element's metadata, select Learning Objects in the Design Data panel.

Design Data - LOM (with annotation)

The following learning objects are supported in Editor:

 General - groups the general information that describes the element as a whole

 Lifecycle - groups the features related to the history and current state of this learning element and those who have affected this learning element during its evolution

 Technical - groups the technical requirements and technical characteristics of the learning element

 Educational - groups the educational and pedagogic characteristics of the element

 Rights - groups the intellectual property rights and conditions of use

 Relation - groups features that define the relationship between the learning element and other related learning elements

 Attribute Group

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Add Learning Object Metadata to a Lesson or Topic (step-by- step)

1. From the element properties pane for a lesson or topic, select the Design Data icon to activate the Design Data panel

2. Select Learning Objects in the Design Data panel

3. Select an option from the dropdown menu

4. When finished adding LOM to the element, select Save and Close to keep changes or Cancel to discard them

Notes

To add notes, simply select Notes in the Design Data panel and begin typing in the notes box

Design Data - Notes (with annotation)

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Document Index

Overview

Creating an index in your document is simple: within the document, you can add "index markers" throughout your document to identify index items. Any document that contains such index markers will automatically include an index when published. Indexes are available in the Reference Guide and in Print renditions of the Single Source Project.

Using Index Markers

Index Markers identify content in a document that you want to be included in the document's index. In Editor, you identify the location and then define the index term to be used in the index. When the document is published, Studio Editor collects the markers and collates them by heading. Each entry in the index refers to the page where the term is located in the document.

Adding an Index Marker (step-by-step)

Index Markers may be set in text blocks as well as in title blocks. Before adding an index marker, make sure the appropriate text that you wish to associate with the index term has been authored in Editor.

1. Highlight the text you wish to associate with the index marker

2. Select the Index Marker icon from the References dropdown menu on the content editing toolbar

3. Confirm that the text in the Index Entry field in the pop-up window is the text you want to display in the index and modify if needed

4. Select Save

 An Index Marker indicator will be inserted in the location you selected

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Edit an Index Marker

To edit an index marker, select the indicator in Editor and select Edit from the pop-up window:

The Edit Index Marker pop-up window will display, allowing you to edit the index marker as needed.

Remove an Index Marker

To remove an index marker, select the indicator in Editor and select Remove from the pop-up window:

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Educational Objectives

Educational Objectives may be added to documents in the following locations:

 Lesson > Introduction

 Module > Introduction

 Topic

 XML Slide > Body

Educational objectives may be added by selecting Educational Objective from the Insert+ menu in the content editing toolbar

Content editing toolbar (with annotation)

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When an educational objective element is added to a supported element, the following child elements are included by default: 1. Objective Preamble 2. One (1) Enabling Objective

Terminal objectives and additional enabling objectives may be added via the floating objective toolbar menu:

Figure Template with Overlay (with annotation)

Add an Educational Objective to a Topic (step-by-step)

Follow the steps below to add an educational objective to a lesson, module, topic or XML slide:

1. Select Educational Objective from the Insert+ menu in the content editing toolbar

 A new educational objective element will be inserted in the lesson, module, topic or XML slide selected, containing a preamble and one enabling objective

2. Enter the objective preamble

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3. Enter the first enabling objective

4. Add additional objectives as needed

Flash Cards

Flash Cards are a set of cards used in classroom drills or private study that hold information on both sides: a question is prompted on one side of the card and an answer is provided in the overleaf. Flash Cards can bear vocabulary, historical dates, formulas or any subject matter that can be learned via a question and answer format. Flash Cards are widely used as a learning drill to aid memorization by way of spaced repetition.

Flash Cards in Studio Editor

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Flash Cards in Web Course (after mode selection)

When published in a Web Course, learners can view flash cards in one of three modes. When a learner first encounters a Flash Cards question, a Mode must be selected:

 Learn - The card front shows the question and answer

 Practice - When clicked, the card front switches to the card back to reveal the answer

 Test - When clicked, the card front displays a text box allowing the student to type in the answer

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Choose Mode for Flash Cards in Web Course

When a learner chooses Test Mode, a blank will be provided for them to submit their answer. A learner's response is marked correct or incorrect based on the text match options added to the Pattern element of a Flash Card object. By default, if no text match options are added, a user's response must exactly match that of the answer authored on the card back to be considered correct. Adding text match options to the Pattern element allows for more flexibility when evaluating a user's response.

Note: Some pattern attributes can conflict with one another. For example, Ignore Spaces and Ignore Extra Words will not work properly if both are set to true.

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Add a Flash Card Element (step-by-step)

1. Select the location in the topic to add the Flash Card element

2. From the content editing toolbar, select Flash Cards from the +Insert dropdown menu

3. Insert text on Card Front and Card Back

Add a New Flash Card (step-by-step)

1. Select the +Add New Card button

2. Add question text to the card front

3. Add answer to the card back

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4. Select anywhere outside of the flash card to save the text

Delete a Flash Card (step-by-step)

1. Navigate to the Flash Card you want to delete using the arrows shown below

2. Select the Actions Icon on either the Card Front or Card Back

 The Element Actions menu will appear at the bottom of the screen

3. Select the Flash Card element from the breadcrumbs

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4. Select Delete

 The flash card will be deleted from the deck

Edit Text Match options (step-by-step)

1. Locate the flash card on which you want to edit the answer pattern

Note: Text Match Options must be authored for each individual Flash Card in the element

2. Select the gear icon in the answer

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3. Set the desired Text Match Options to True or False using the dropdown menus

4. Select Save and Close to keep the changes or Cancel to discard them

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Set the attributes of a flash card

There are several attributes that you may set for flash cards, including size, randomization, and whether it must be completed before continuing to the next section. These can be set in the element properties pane for the flash card element.

To activate the element properties pane, with your cursor on the Flash Card element, select Flash Cards from the breadcrumbs (highlighted in the image below) and then select the gear icon from the left panel. The attributes are listed at the bottom of the element properties pane.

Flash card element properties - attributes (with annotation)

The attributes that you can currently set for a flash card are the following:

 Size: Options available are 3.5x5 or 4x6

 MustBeCompleted: True value requires the learner to complete the flash card exercise before continuing

 RandomizeCards: True value results in the system randomizing the order in which the flash cards are displayed each time the course is launched

Change the display dimensions of a flash card

You can manage the display dimensions of a flash card via the flash card's element properties pane.

To activate the element properties pane, with your cursor on the Flash Card element, select Flash Cards from the breadcrumbs (highlighted in the

Page 320 Studio Editor User Guide Advanced Authoring image below) and then select the gear icon from the left panel. The card front properties (shown below) are listed first, followed by the card back properties.

Flash card element properties

Please note: the properties are similar for the front and the back of a flash card.

Change the display dimensions of a flash card (step-by-step)

1. Select the properties gear icon to activate the element properties pane

2. Enter the desired width and height values for Card Front and/or Card Back:

1. To modify the image size for an output, enter values in the Width and/or Height fields under the Dimensions heading

2. To modify the size of the image as it appears in Editor, enter values for the Width and/or Height fields under the Thumb Dimensions heading

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3. Select Save and close to save changes and exit the properties pane or Cancel to close without saving changes

Change the background of a flash card

You can manage the background of a flash card via the flash card's element properties pane. To activate the element properties pane, with your cursor on the Flash Card element, select Flash Cards from the breadcrumbs (highlighted in the image below) and then select the gear icon from the left panel.

The background may be set for the front, back or both sides of a flash card. The card front properties (shown below) are listed first, followed by the card back properties.

Flash card element properties (with annotation)

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Change the background of a flash card (step-by-step)

1. Select the properties gear icon to activate the element properties pane

2. Locate the Card Front heading and select Browse next to the Background property

3. Select a background image from the media resource window and select OK

4. Locate the Card Back heading and select Browse next to the Background property

5. Select a background image from the media resource window and select OK

6. Select Save and close to save changes and exit the properties pane or Cancel to close without saving changes

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Set the font size of a flash card

You can change the font size for the front or back of a flash card from the default font size. This can be done in the element properties pane for the Card Front and Card Back flash card children elements.

To activate the element properties pane, with your cursor on the Flash Card element, select Card Front or Card Back from the breadcrumbs (highlighted in the image below) and then select the gear icon from the left panel.

Flash card element properties - card front (with annotation)

HTML Page

To add an HTML page to a document, upload the file to the media manager. HTML pages can be added to lessons in a SSP and to containers in a web course.

Insert an HTML page element (step-by-step)

Prerequisite: Make sure the HTML file is uploaded, or ready to be uploaded, to the Media Manager.

1. Select HTML page from the +Insert dropdown menu in the content editing toolbar

2. Select the appropriate file from the Select media resource pop-up window and select OK

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3. If applicable, select Add to insert media assets and/or media asset folders that accompany the object in the Insert related media pop- up window

a Select the media object or folder to add and select OK

b Repeat the previous step for each media asset you wish to add and select Insert when finished

4. To add a script, select the AV Script tab

a Select Scene from the +Insert dropdown menu and enter the text of your script in the space provided

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Change the file used for the HTML page element

When you initially insert an HTML page element, you'll be asked to select the file to use at that time. If you need to change the file, it can be done from the element properties pane, as shown below:

HTML page element properties - change file

The Browse button located in the HTML Page element properties pane will launch the Insert related media window. In this window, you can:

 Edit the file used for the element

 Add/remove any related media assets

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Insert related media window (with annotation)

Add Text Narration (AV Script) to an HTML Page

An AV Script can be added to an HTML Page element. A script may be added to an HTML page component so that the content is 508 compliant and so learners accessing the content for reference may consume it more efficiently. The text of an AV Script is displayed in the Narration tab in web outputs.

Adding Text Narration to an HTML Page (step-by-step)

1. Select the AV Script tab associated with the HTML Page element in the content editing pane

2. Select Scene from the +Insert dropdown menu in the content editing toolbar

3. Enter the text of your narrative

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 The script will be displayed in the Narration tab in web outputs

Image Map

An Image Map allows you to define clickable regions on a background base image. You can author content that pops up when a learner clicks a defined hotspot. The Image Map allows you to have several hotspots on the same background image, as opposed to a clickable image which just has a single link.

This Topic covers the Image Map Element. A separate topic covers the Image Map Assessment.

Image Map Element in Web Course

Adding an Image Map Element (step-by-step)

1. Select the location in the topic to add the Image Map element

2. From the content editing toolbar, select Image Map from the +Insert dropdown menu

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3. Select a base image in one of two ways:

1. Select an image already in the Media Drive

2. Upload a new image

Authoring an Image Map Element

An Image Map Element is created using an editor window. This editor allows you to define Hot Spots on the base image and create the content that will be displayed when each is selected.

Insert Hot Spot (step-by-step)

The three Hot Spot types are outlined below:

1. Square - adds a square Hot Spot that can be moved and resized

2. Circle - adds a circle Hot Spot that can be moved and resized

3. Polygon - adds a Hot Spot with however many sides you wish

1. Select the Edit icon from the floating Image Map toolbar

2. Select one of the three Hot Spot types using the various icons in the editor

If you select polygon, follow the substeps below:

a Select to add a new side connected to the previous point

b Right-click to stop drawing the Hot Spot and connect the last side with the first

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Enter Hot Spot Content (step-by-step)

1. Select the desired Hot Spot

2. Select the Edit Hotspot Content button

3. Add any of the viable HotSpot children (Includes: Audio, Figure, List, Movie, Rich Text and Table) and author the content

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4. Select OK to save and exit the Hotspot Content Editor

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Add Display Area

When a published Hot Spot is clicked, content is displayed right next to the HotSpot, or the author may specify a Display Area. In this case, text or any clicked item will appear in this single Display Area. It can be added by selecting the button highlighted in the image below.

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Image Map Editor (with annotation)

Selecting or Adding Image Map Element Properties

To set the properties of a list, select the properties gear on the right side of an Image Map element in the editing pane to activate the element properties pane.

This menu contains the following properties:

 Base Image File - the background image on which you will define the hot spot regions; this image can be changed at any time in the properties pane

 Outline Color - outline color shown when you mouse-over/click the hot spot: it can be yellow, red, black or white

 Show HotSpot - determines when the hot spot outline is displayed: on load, mouseover, click, never

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 Must Be Completed - in a web course, when set to True, will not allow a learner to continue without completing the Image Map; a pop- up message will appear if the activity is not fully completed

 Wrap - the text that follows the Image Map in the document structure with the wrap property set will wrap around the Image Map; it can be aligned to the left or right of the hot spot

Slides

The XML slide element is native to Studio and can be used in place of a PPT slide. Slides are composed of a Title, Body, and Notes, similarly to the way in which PPT slides are composed. The figures below show examples of a Slide element authored in Studio followed by an example of the slide in a print preview.

At this time, slide transitions cannot be authored in the web version of Studio Editor. These items must be authored in Studio Desktop Editor.

Slide example authored in Studio (with annotations)

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Slide example viewed in Print Preview

The Slide element includes basic slide functionality, including:

 Titles

 Bullets

 Para blocks

Adding a new Slide element (step-by-step)

Place the cursor in the location in the editing pane where you wish to add the element

1. Select Slide from the +Insert menu from the content editing toolbar

2. To select a slide theme, select XML Slide from the breadcrumbs, select the Element Properties icon and select a theme from the dropdown menu

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Slide element properties (with annotation)

3. Select Save and close to save your changes or Cancel to discard them

Slide Notes

Slide notes can be added to any Slide element. When a slide note is added, it will show up in the notes section of the Slide Deck (Powerpoint).

Example of XML Slide Note authored in Editor

Adding a Slide Note (step-by-step)

1. Select Slide Note from the +Insert menu in the content editing toolbar

2. Insert content in the space provided

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Supplements

Supplements can be added to documents via the Element Properties pane located at the bottom of the editor. To manage supplements, select the Supplements icon from the element properties menu.

Supplements pane (with annotation)

The following supplement types may be added via the Add Supplement button:

 Website: Enter the URL in the space provided in the web link tab

 Media: Select an item such as a PPT or Word document in the media manager tab

 Content Link: Select content such as a topic or procedure from the document library

For detailed instructions on how to add a supplement to a document, please see the Add a Supplement (step-by-step) procedure.

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Add a Supplement (step-by-step)

Select the element for which you want to add a supplement, such as a topic, and select the element name in the breadcrumbs to activate the element properties pane

Add a supplement (with annotation)

1. Select the Supplements icon from the element properties pane

2. Select the Add supplement button

3. Add the supplement file or link in the corresponding tab in the pop-up window

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a For a website, enter the URL in the space provided in the Web Link tab and select OK

b For Media such as a PPT or PDF doc, select the object from the Media Library tab and select OK

c To add linked content, select the object from the Document Library tab and select OK

4. Specify the applicable supplement attributes for the supplement:

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a Supplement Type: Classroom Setup Procedure, Exercise, Exercise Solution, Instructor Note

b Page Orientation: Portrait or Landscape

c Filter Metadata: Specify audiences and/or outputs for the supplement

5. Select the Save and Close button when finished

Please note: the Edit icon adjacent to a topic supplement allows authors to edit the linked content. All the same rules associated with editing linked content in Studio Editor apply to this content; for example, the user may need to check out the content before editing it, and changes made to the content in the current document will also be reflected in the source document.

Topic FAQs

Frequently Asked Questions (FAQ) elements contain a list of common questions and answers pertaining to a particular topic. You can nest different FAQ categories within the FAQ template so as to group questions that share a common theme or subject.

An FAQ Category is made up of one or more FAQ elements. While the FAQ template and the FAQ Category provide divisions for classification, it is the FAQ element that provides the core Q&A content and supplemental material to enhance an answer. FAQ categories are optional.

By default, the FAQ template contains one FAQ category with an FAQ element. The FAQ element contains Question and Short Answer children elements.

Topics, procedures, internal and/or external links may be added to the short answer element if further explanation is required for a particular

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The image below is an example of an FAQ template authored in Studio Editor followed by an image of the authored example previewed in a web output.

FAQ authored in Studio Editor

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FAQ displayed in a web preview

Add FAQs to a Topic (step-by-step)

1. Select FAQ Category from the +Insert menu in the content editing toolbar

 An FAQ Category element is inserted into the document with an FAQ Category Title element and an FAQ element, containing Question and Short Answer children

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2. Enter a Title for the FAQ Category

3. Enter a Question

4. Provide an answer in the rich text field

5. If further explanation is required, you may add any of the following:

a External link to a website: Select the Link icon from the content editing toolbar and enter the website address under the Web Link tab

b Internal link to a document in the Media Manager: Select the Link icon from the content editing toolbar and link the document from the Media Library tab

c Procedure or Topic: Select the Procedure icon from the content editing toolbar or Topic from the Add Structure dropdown menu

6. To add another question, select FAQ from the +Insert menu in the content editing toolbar

Web Component

The Web Component allows authors to create interactive web-based content using HTML, and CSS. Authors create a Web Component by adding a folder to the Media Drive that contains the appropriate HTML, javascript, CSS and a configuration file.

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Web Component in Studio Editor

Add a web component to a topic (step-by-step)

Before attempting this procedure, make sure the Engine Package is successfully uploaded to the Media Drive.

Please note: The following procedure does not provide instructions on authoring the HTML, Javascript or CSS components. It shows how to add a Web Component element to a course and specify its values and variables.

1. Select the location in a topic to add the Web Component

2. Select Web Component from the +Insert dropdown menu in the content editing toolbar

3. Enter a title for the web component

4. Select the properties gear icon for the web component to activate the element properties pane

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Make sure to choose Web Component from the element breadcrumbs for the appropriate properties to appear.

5. Select the Browse button

6. Select the Engine Package from the appropriate folder and select OK

7. If applicable, select Add to insert media assets and/or media asset folders that accompany the object in the Insert related media pop- up window

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a Select the media object or folder to add and select OK

b Repeat the previous step for each media asset you wish to add and select Insert when finished

8. Select Save and Close to keep the changes or Cancel to discard them

Adding and editing web component variables

Add a new group (step-by-step)

1. Select the properties gear icon for the web component to activate the element properties pane

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Make sure to choose Web Component from the element breadcrumbs for the appropriate properties to appear.

2. Select the Add Group button

3. Select the +Add Variable Button to add variables

a To edit the Group Name or Variable Name, select the Pencil icon

b To delete a group or variable, select the Trash icon

4. Select Save and Close to keep the changes or Cancel to discard them

Add a new variable to a group (step-by-step)

1. Select the properties gear icon for the web component to activate the element properties pane

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Make sure to choose Web Component from the element breadcrumbs for the appropriate properties to appear.

2. Select +Add Variable

3. Select the Value Type from the dropdown menu

4. Begin typing the variable name, and a menu of variables from the XML file will appear that matches what you type

5. Type a Value (for text variable only)

6. Select the Blue Checkmark button to save the new variable

7. For Media variables, select the Browse button to select a media object

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Media can be selected in one of two ways:

1. Select an image already in the Media Manager

2. Upload a new image

8. Select Save and Close to keep the changes or Cancel to discard them

Add related media to a web component element

When you initially insert a web component, you'll be able to add related media assets at that time. If you need to change the file or any of its related assets, this can be done within the element properties pane. Select Browse from the element properties to open the Insert related media window.

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Web component - Insert related media

Adding related media to a web component element (step-by- step)

1. Activate the element properties pane for the Web component by selecting the object in the content editor and then selecting Web component in the breadcrumbs

2. Select the Browse button from the element properties pane

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3. Select Add to insert media assets and/or media asset folders that accompany the web component in the Insert related media pop-up window

a Select the media object or folder to add and select OK

b Repeat the previous step for each media asset you wish to add and select Insert when finished

Managing Content

Reusing Content

Overview

Editor's virtual document capabilities enable reuse of existing content. In the document repository, every element authored can be copied or linked to as many documents as needed. You can reuse a specific Media Object or a whole Chapter. Linking elements allows you to simultaneously update

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It is important to always be aware that changes to a linked element are immediately reflected in all documents where the element resides. At times, the copy/paste reuse method works best, especially when a document is in progress and pending reviews/comments.

The link reuse method can drastically improve document production when all authors maintain a similar document structure and avoid mentioning previous/future sections in a document ("In the following chapter" or "the previous image"). You may author a Procedure as a part of a Web Course and then realize that the exact same Procedure is needed in a Reference Guide. Linking content guarantees that future updates to the Procedure will be reflected in both documents.

The image below illustrates an example of a linked topic in the content editor. The purple-colored/hashed line is the visual indicator of a linked element.

Linked Content Indication (with annotation)

Best practices and tips for reuse are:

 Divide shared and unique content into separate elements (can be done later).

 Don’t include references to other content within shared content.

 Avoid any reference to sequence.

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 When looking for opportunities to reuse content, ask yourself, "Are things different because they have been or because they have to be?" Often identifying small changes in existing content makes it possible to reuse in multiple locations.

 Use a combination of shared content and content unique to a particular situation to contextualize course materials for a specific purpose or audience.

Link vs Copy

It is important to always be aware that changes to a linked element are immediately reflected in all documents where the element resides. At times the copy/paste reuse method works best, especially when a document is in progress and pending reviews/comments. The link reuse method can drastically improve document production when all authors maintain a similar document structure and avoid mentioning previous/future sections in a document ("In the following chapter" or "the previous image"). You may author a Procedure as a part of a Web Course and then realize that the exact same Procedure is needed in a Reference Guide. Linking content guarantees that future updates to the Procedure will be reflected in both documents.

Linking Content using the Element Actions Pane Copy-Paste Function (step-by-step)

1. Locate the element you wish to link within your document

2. Select the Action Icon

3. Select Copy

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4. Locate the element where you want to insert and link the copied element

5. Select the Action Icon

6. Select Paste Link (or Paste if you only want to copy the content without linking it)

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Please be advised: This operation will overwrite any existing content of the selected element.

 A confirmation box will appear at the top of the browser and a purple hashed line along the left side of the element will appear to indicate the element is linked.

Search and Link (or Copy) content into your document

From within the content editor, you can search for content in the document repository and then link or copy it into your current document.

Without leaving the current document, you can search for content and then link or copy it into your document. The elements currently supported are:

 Lesson

 Module

 Topic

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 Procedure

 Page

 Questions

 Slide

Searchable objects (with annotation)

Search and Reuse Content (step-by-step)

Before attempting this procedure, make sure the document you are linking or copying content to is checked out for editing by you.

1. Select the area in the current document where you want the linked content to be placed

2. Select the Search and Link icon from the content editing toolbar

3. Enter search criteria in the search bar

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Insert reusable object search window

4. From the dropdown, select the element type to search for and select Search

5. Select the element you want to reuse and select the Link or Copy button

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Select an object to reuse

 The content will be copied/linked into your current document

Breaking links to shared content

To break a link to shared content, remove the connect of that instance of the element and the shared element: 1. Select the linked element from the breadcrumb at the bottom on the screen (it is colored purple) 2. Choose the menu icon in the properties panel 3. Click Break Link

This is make a copy of the selected element and remove it's connection to the shared element so changes made to this element will not be reflected in other instances of the linked object.

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Locating Shared Linked Content

In the Content Editor and in the Media Manager you can perform a Where Used action that will display all the locations where a particular piece of linked content exists in the document repository.

The image below illustrates where this option is located in the Content Editor:

Element actions - where used (with annotation)

The following image illustrates where this option is located in the Media Manager:

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Media manager action menu - Where Used (with annotation)

When the Where Used action is selected for a linked object, it opens a dialog window that displays all the contexts in which the object has been referenced. It provides a listing of linked documents with two view modes:

 Bottom Up Hierarchy - displays the immediate parent element of the linked element. If the linked element is a Media Object, for example, the immediate parent displayed would be a Figure; if the linked element is a Chapter, then Single Source Project is listed.

 Top Down Hierarchy - displays the root parent of the linked element, determined by original document template (Topic, Single Source Project).

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Where Used dialog - Bottom Up/Top Down (with annotation)

View a summary of where linked content is shared across documents (step-by-step)

1. Select the linked content

2. Select the highlighted element name in the breadcrumbs to activate the element properties pane

3. Select the Element Actions icon and the Where Used option in the pane

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 The results will display in a pop-up window

For more information about this window, please see Viewing shared linked content results

Viewing shared linked content results

When the "where used" window opens, you have a few options. You can:

 display the results in a Bottom Up hierarchy1 (default view)

 display the results in a Top Down hierarchy2

 drill down for more information, if available

 notify document owners that changes were made to the linked content

 export the results to Excel

 close the window

1 Bottom Up displays the immediate parent element of the linked element.

If the linked element is a Media Object, for example, the immediate parent displayed would be a Figure; if the linked element is a Chapter, then Single Source Project is listed.

2 Top Down displays the root parent of the linked element, determined by the original document template (Topic, Single Source Project).

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Where used results pop-up window (with annotation)

Notify Users of Changes Made to Linked Content (step-by- step)

When edits are made to a linked element, other authors sharing the content need to be made aware of changes. The Notify Document Owners button opens a dialog box where you can add users and send them an email to notify them of changes made to the content. Simply add the authors needed and select OK.

The system generates an email addressed to the users with an embedded message detailing that the linked element has been modified. It provides the element's GUID for fast search.

1. Select the Notify Document Owners button from inside the Where Used pop-up window

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 A Message window opens in a new browser window

2. Select the +new button and add email recipients

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3. Modify the subject line and the body of the message as needed

4. Select the Send Message button to send the message

Copy Paste content from MS Word and websites

You can easily copy and paste content from Word documents or websites into your Studio-authored documents. When copying content from Word, much of the structure will be maintained, such as for tables, lists, text styling and images.

Supported objects include the following: 1. Tables - retains cell structure, header rows/columns and cell contents 2. Lists - pasted as list items, and includes sublists; standard list markers will be used which you may change in Editor 3. Styled Text - pasted with formatting that maps to existing Studio text formats (bold, italic, underline, etc.) 4. Web links - pasted as linked text with the URL inline formatting applied 5. Images - uploaded to the Media Drive (Automatically Uploaded Images folder), added to a newly created Figure element

Please note: Videos and heading text are not supported when copying content from Word or websites and pasting them into Studio documents. If you have content that needs to have these two items included and formatted accordingly, please use Word

import.

Working with Templates

What are Templates?

Templates are saved element structures that can be reused, allowing for more efficient authoring. For example, if you have a standard structure for lessons, you can create a template that contains the necessary elements,

Studio Editor User Guide Page 365 Advanced Authoring and the template can then be inserted as many times as needed into your documents.

Saving managed elements as templates can be a great timesaver when authoring documents as well as allow you to share standard formats with other users. You can open a document, build a specific structure (with new or linked content) and save it as a template. Saved templates can be inserted into documents through the content editing toolbar.

Saved templates are contextually available in the Content Editor. This means that a Rich Text template, for example, will only be available where Rich Text Blocks are normally inserted, (e.g. as child of Topic).

Here are some best practices around authoring templates:

 Take the time to create authoring templates before training authors outside the core team.

 Create as many templates as are practical for your organization.

 Create templates at the document level and lower levels (lesson, topic, page, element) that can be used together.

 Create all your templates in a Templates folder in the document library.

 Use Single Source Projects and Web Courses in your Templates folder to organize your authoring templates.

Create a Template

To create a template, open a document, build a specific structure (with new or linked content) and save it as a template.

To save content as a template, follow the steps in Creating a New Template (step-by-step).

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Create a New Template (step-by-step)

Steps to prepare your new template prior to saving it:

 Build the template structure in a document in the content editor

 Give the template a meaningful name so you can easily identify it later when you need to insert it

1. Select the top-most element's menu icon to activate the element actions pane

2. From the element actions pane, select Create as Template

3. Select the desired options in the New Template pop-up window and select OK

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1.. Template Type

 Copy Template: inserts a copy of the template with no linked content

 Link Template: the template as a whole is linked 2.. Keep Links: if checked, preserves any linked elements within the template (template as a whole is not linked) Note: this option is disabled if Link Template is selected 3.. Is Private Template: if checked, no other users can use this template (Admins only) 4.. Category: customizable; used for organization and storing in the Template Manager

Insert a Template into a Document (step-by-step)

1. In the Content Editor, select the location where you wish to insert the template

2. Select the Template icon from the content editing toolbar

3. Select a template category from the Available Templates window

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 Templates associated with the selected category will display in a dropdown list

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4. Select a template from the dropdown list

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 A confirmation message will appear at the top of the page when the template has been inserted into your document

Modify a Template

To modify a template you created, check out and open the document where the template "lives"and edit the template from there.

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Lesson 3 Content Workflow

Workflow features in Studio Editor allow for collaborative development of documents, allowing Editors to manage assigned content.

Assign a Document to a User

Documents can be assigned to other Studio users so they may design, develop, review, or approve documents in your content design workflow. The task of assigning documents to other Studio users is currently done through the Document Manager.

Assigning a Document to a User (step-by-step)

Before following the steps below, make sure

 you have the document checked out

 the user has the proper access (Forms or Studio)

1. Locate the document in the Document Manager

2. Select the down arrow button next to the document title

3. Select Assign

4. Select the user in the dropdown (1), a due date (2) and a Task Type (3) and select OK

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Work on an Assigned Task

Once a document is assigned to you, you can log into Studio Editor and work on the task. You can change the status of the task to indicate progress, and when you are finished, you can mark it completed.

Check out content to work on an assigned task (step-by-step)

Follow the steps below to check out a document to work on an assigned task:

Make sure you are logged into Studio Editor.

1. Navigate to the Document Manager

2. Select the document to work on from the Assignments List in the Navigation panel

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3. Select the down arrow next to the document name and select Checkout to work with task

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 The document will be checked out to you and a message will briefly appear across the top of the page

4. Click on the document name to open the document and begin working on it

Change the status of an assigned task (step-by-step)

1. Navigate to the Document Manager

2. Select the down arrow next to the document name and select a new status

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 A message will briefly appear indicating whether the status was successfully changed

Mark an assigned task complete (step-by-step)

Make sure you are logged into Studio Editor.

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1. Navigate to the Document Manager

2. Select the slider button next to the down arrow to mark the assigned task as completed

 The task will be marked complete, assigned back to the assigner, and a message will briefly appear indicating whether the status was successfully changed

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Manage Folder and Document Permissions

Studio Editor allows document owners and administrators to set security permissions for documents and folders in the Document Library. Studio Editor supports standard grouping, where a group of users may be granted exclusive access to specific documents/folders. By default, documents and folders are available to all users. When permissions are set on a document/folder, users with access will see the documents/folders displayed in the Document Library, whereas users that have not been given permission will not see the documents/folders displayed.

When setting permissions the following actions are supported:

 Change Ownership

 Manage User Access

 Add / Delete User Access

 Set User Access Permission Type Permission Types

Access Document Folder

Read can only read/reuse can only read/reuse documents; will not be able documents held in folders to edit or delete

Write can edit documents but not can edit, reuse and create delete them documents in the folder; can rename the folder and drag documents into it; can delete documents held in folder, but cannot delete the folder

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Access Document Folder

Delete can edit and delete can edit, reuse and create documents documents in the folder; can rename the folder and drag documents into it; can delete documents held in folder and the folder itself

The Permissions Pane will look nearly identical for both Folders and Documents. The Apply changes to nested content option, when selected, will apply any changes made to the current folder permissions to all subfolders and documents.

Example of Folder Permission Dialog

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Once the permissions panel is opened, there are various actions that can be performed. Below are step-by-step procedures of each of the actions available to Administrators and document owners.

Some best practices and tips for content permissions are:

 Use only as many permissions as required for your environment. Most customers only set permissions on a subset of their content.

 Protect your authoring templates with permissions.

 Protect your reusable (approved) content with permissions.

 Set permissions on the Master Metadata List to View for the Everybody group. – The Master Metadata List is required to be visible for a number of operations, including publishing. However, you don't want just anyone changing it as it controls a number of functions in the system (e.g. preview menus, etc.)

 Set permissions at the folder level, and new content created in that folder will automatically be assigned those permissions.

 Avoid adding permissions at document and/or user levels to ease maintenance.

Accessing the Permissions Panel (step-by-step)

1. Locate the Document or Folder in the Document Manager for which you want to access permissions

2. Select the dropdown arrow to the right of the document or folder

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3. Select Permissions from the dropdown menu to display the permissions panel

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Change the Owner of a Document or Folder (step-by-step)

Note: Only Administrators have the ability to change the owner of a document and/or folder.

1. Select Change next to the document owner name in the dialog

2. Search for and choose the new owner in the pop-up window and select OK

 The new owner will be displayed in the permissions panel

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3. Select Yes for the Apply changes to nested content option if desired (for changes to folder permission only)

4. Select Save Changes to save or Close to discard the changes and close the permissions panel

a When you select Close, also select OK in the pop-up message to confirm that you want to close the panel without saving changes

Add User or Group Access to a Document or Folder (step-by- step)

1. Select +Add permission

2. Search for and choose the user or group in the pop-up window and select OK

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 The new user or group permission will be added to the panel with a default permission type set to Read

3. Change the permission type from the dropdown menu for the new user or group, if desired

4. Select Yes for the Apply changes to nested content option if desired (for changes to folder permission only)

5. Select Save Changes to save or Close to discard the changes and close the permissions panel

a When you select Close, also select OK in the pop-up message to confirm that you want to close the panel without saving changes

Manage User access to a Document or Folder (step-by-step)

1. Select the dropdown arrow next to the user or group for which to manage document permissions

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2. Select a new permission type from the dropdown menu

3. Select Yes for the Apply changes to nested content option if desired (for changes to folder permission only)

4. Select Save Changes to save or Close to discard the changes and close the permissions panel

a When you select Close, also select OK in the pop-up message to confirm that you want to close the panel without saving changes

Delete User Access for a Document or Folder (step-by-step)

1. Select the X located next to the user or group to delete

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2. Select Yes for the Apply changes to nested content option if desired (for changes to folder permission only)

3. Select Save Changes to save or Close to discard the changes and close the permissions panel

a When you select Close, also select OK in the pop-up message to confirm that you want to close the panel without saving changes

Reviews

Reviews allow one or more reviewers to simultaneously review of a shared document. The system renders a version of the document and sends an email link to each reviewer who can then open the document and add comments through a web-based review interface.

Once a review is started, the document under review is locked so that the same version of the document is being reviewed by all reviewers. The review process itself is the same for web and print outputs.

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Here are some tips and best practices around reviews:

 Include yourself in all review sessions you start so you can view and disposition comments.

 Use the comment filters during the disposition stage to ensure you have not missed any comments.

 When reviewing comments, go page by page and top to bottom so that you can easily see the comment in context.

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To allow a streamlined review process, there are some differences in how online courses look and behave in review vs. when previewed. The details are listed in the table below

Element Review Preview/Publish

Inline Term Opens the Pop-up window with navigation tree term and definition glossary to that displayed. term.

Image Map – Hover doesn’t Simply hovering over Hover display the text. the hot spot displays You have to click. the text for that spot.

Flash Cards Only display in 3 modes to choose

Learn Mode – front from: Learn, and back both are Practice, Test. displayed on the front of the card.

Scorecard Isn’t supported in Supported/Displayed Review with score.

Sequencing Rules Ignored Work as authored

Web Component May not be Works as authored supported in review

Start a Review Session for an entire document (step-by-step)

When you start a Review, you assemble a review team and assign a document for review. An email notification will automatically be sent to the review team with a link that launches the assigned document. While under

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Starting a Review from the Document Manager

Before attempting this procedure, make sure you are in the Document Manager, and the document is checked out to you.

1. Select the drop-down menu for the document in the Document Manager and select Reviews

Document Manager - Document drop-down menu (with annotation)

 A new browser window opens with your Reviews dashboard

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My Reviews dashboard

2. Select New Review to begin a new review session for the document

 The Start Reviews wizard is launched

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Start Review Session - Initial Setup

3. Enter a Session title (or leave the default)

4. (Optional) Select a Due date from the drop-down menu (or leave the default)

5. Select an output type for the reviewers

6. (Optional) Select the checkbox to send email reminders to reviewers

7. Select Continue to go to the Add Reviewers page

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Start Review Session - Add Reviewers

8. Place your cursor in the Select reviewers field, start typing a user or group name, and when it appears in the drop-down, select it

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 The selected user or group will appear below the selection field

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9. Select Continue when finished adding reviewers

 The Review Session Summary page is displayed for you to review the information you selected

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Review Session Summary page

10. If the information is correct, select Start Review; otherwise, select Back to navigate back through the wizard to make changes

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 The Open Review Sessions page is displayed, and a system email is automatically sent to the Review Team with an embedded link that will open the document in the format selected by the Review Session Manager

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Any objects not checked out to you at the time a Review Session is started will not be available for comments. A dialog box will pop up to alert you, listing the objects that will not be included in the Review Session.

Starting a Review from inside a Document

Before attempting this procedure, make sure you are inside the document and it's checked out to you.

1. Choose Reviews from the Action Menu

2. Select New Review to begin a new review session for the document

 The Start Reviews wizard is launched

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Start Review Session - Initial Setup

3. Enter a Session title (or leave the default)

4. (Optional) Select a Due date from the drop-down menu (or leave the default)

5. Select an output type for the reviewers

6. (Optional) Select the checkbox to send email reminders to reviewers

7. Select Continue to go to the Add Reviewers page

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Start Review Session - Add Reviewers

8. Place your cursor in the Select reviewers field, start typing a user or group name, and when it appears in the drop-down, select it

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 The selected user or group will appear below the selection field

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9. Select Continue when finished adding reviewers

 The Review Session Summary page is displayed for you to review the information you selected

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Review Session Summary page

10. If the information is correct, select Start Review; otherwise, select Back to navigate back through the wizard to make changes

Studio Editor User Guide Page 403 Content Workflow

 The Open Review Sessions page is displayed, and a system email is automatically sent to the Review Team with an embedded link that will open the document in the format selected by the Review Session Manager

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Any objects not checked out to you at the time a Review Session is started will not be available for comments. A dialog box will pop up to alert you, listing the objects that will not be included in the Review Session.

Start a Review Session for a lesson or topic (step-by-step)

Before attempting this procedure, make sure you have the document opened in the editor and the content for the review session is checked out to you.

1. Select the drop-down menu for the Lesson, Topic (or Container in a web course) in the left outline panel and select Reviews

Editor - document outline - drop-down menu (with annotation)

 A new browser window opens with your Reviews dashboard

Studio Editor User Guide Page 405 Content Workflow

My Reviews dashboard

2. Select New Review to begin a new review session for the document

 The Start Reviews wizard is launched

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Start Review Session - Initial Setup

3. Enter a Session title (or leave the default)

4. (Optional) Select a Due date from the drop-down menu (or leave the default)

5. Select an output type for the reviewers

6. (Optional) Select the checkbox to send email reminders to reviewers

7. Select Continue to go to the Add Reviewers page

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Start Review Session - Add Reviewers

8. Place your cursor in the Select reviewers field, start typing a user or group name, and when it appears in the drop-down, select it

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 The selected user or group will appear below the selection field

Studio Editor User Guide Page 409 Content Workflow

9. Select Continue when finished adding reviewers

 The Review Session Summary page is displayed for you to review the information you selected

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Review Session Summary page

10. If the information is correct, select Start Review; otherwise, select Back to navigate back through the wizard to make changes

Studio Editor User Guide Page 411 Content Workflow

 The Open Review Sessions page is displayed, and a system email is automatically sent to the Review Team with an embedded link that will open the document in the format selected by the Review Session Manager

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Any objects not checked out to you at the time a Review Session is started will not be available for comments. A dialog box will pop up to alert you, listing the objects that will not be included in the Review Session.

Participate in a Review Session

A review session allows reviewers to provide input on a work-in-progress.

Accessing a Review

When you are invited to participate in a review, you'll receive an email invitation which contains a link to launch the review. All reviews are done in a web browser even if the content being reviewed might be a PDF or PowerPoint in the final delivery.

After clicking the link, you'll be prompted to login with the username and password you were given when your review account was set up.

Once the content loads in the browser you'll see the content to be reviewed in the main window and comments pane on the right side of the screen. If others have already made comments, they will appear in the panel on the right.

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Comments Appear Here

Your Content Appears Here

Review Interface

Making a comment

When you want to make a comment simply highlight the text where you would like to make your comment. A comment box appears where you can type your comment and then click the Post Comment button. The comment box will close, the text will be underlined, and your comment will appear in the comment list to the right.

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Comment box for text

To comment on media (video, images, etc.), click on the icon in the upper left corner of the media element.

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Comment box for media

Viewing comments

As the review progresses, comments are displayed in the comment pane at the right of the screen.

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Comment pane

Comments are group by page. Clicking on the page title (or the >) expands the comment list for on that page. Clicking on a comment will navigate to the page and highlight the location of the comment in the content pane.

Replying to an existing comment

Reviews are intended to allow conversation about the content under review. To support that goal, you can reply to existing comments.

To reply to an existing comment, click on the Reply link under the comment in the comment list. A pane will slide out allowing you to type your reply then click the Add Reply button to post your reply.

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Comment list

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Reply comment box

View Review Details

At the top of the comments pane are two tabs Activity and Details. The Activity tab contains all the review comments and details tab contains details about the review:

 Review title and link to the Review Summary page.

 Due Date for the review.

 The name and email link for the person that created the review.

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Review details tab

Manage a Review Session

Once a review session is in progress, you can access the Review summary page by clicking on the review name in the reviews list.

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Review List

From the Review summary you can: 1. View and change the review's due date. 2. View, add and delete reviewers. 3. Enable and disable email reminders. 4. View recent comments. 5. View a summary of comment status. 6. Go to the review. 7. Transition the review through the workflow from Open to Locked to Closed.

 Open = open for new comments.  Locked = no new comments but reviewers can still reply to existing comments and change comments' status. You also can check out the document (in Studio) to make changes based on the review comments.  Closed = no new comments or replies allowed.

Studio Editor User Guide Page 421 Content Workflow

Review summary page

Recommended Workflow

The following is the recommended workflow for using Reviews:

 Start the Review.

 Allow reviewers time to make comments.

 Lock the Review to prevent new comments yet still allow input on existing comments.

 Decide if comments should be Flagged for Edit or Rejected and change their status in the Review interface.

 Check out the document in Editor and make required edits in the document.

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 Change the status from Flagged for Edit to Complete in the review interface as edits are made in the document.

 Close the review session once all edits have been made and all comments are changed to Complete.

Any comments that are in Open or Flagged for Edit state when the review is closed will be changed to Rejected.

Managing Review Comments

Before a review session ends, you will want to address each of the comment discussions that are added to the session and determine whether or not the comment(s) warrant action.

Each comment thread can be in one of the following task-based statuses:

 Open - open for discussion and/or approval; the default status when a comment is added

 Rejected - discussion is closed and no action is required

 Flagged for Edit - suggested changes have been approved; action is required

 Completed- comments have been addressed in the content and the task is complete

Changing a comment's status (step-by-step)

To change a comments status

1. Go to the comments pane

2. Click on the ... next to the comment's status label

Studio Editor User Guide Page 423 Content Workflow

3. Choose Change Status

 An pane will slide out covering the comment list

4. Choose your desired status change from the drop-down menu

 The Add Reply button will change to reflect your selection

5. Click the button for the status change

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 The pane will slide back revealing the comment list again

Filter comments

Comments can be filtered by:

 User

 Status

 Date

 ID or comment text

Comment filter

Studio Editor User Guide Page 425 Content Workflow

You can hide and show the comment filter with the Show Filter / Hide Filter link at the top of the comment list.

End a Review Session (step-by-step)

1. Select the Reviews menu option from Workflows in the Navigation bar

 You will be directed to a new page containing a Review Sessions List

2. Select the review session you wish to end

 The Review Summary page will display

3. Select the Close Review button

 The document is checked in and the Review Session comments are tagged to the version. Now the document can be checked out and changed as needed based on the review session feedback received.

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Module 3 Non-Authoring Tasks

This module contains many of the essential tasks you can do in Studio Editor that are not necessarily specific to authoring documents, like importing and publishing documents.

This module contains the following topics:

 Copy documents

 Import documents

 Publish documents

 Search documents

Lessons

 Copy Documents  Export Document XML  Import Documents  Publish Documents  Searching in Studio

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Lesson 1 Copy Documents

Documents may be copied via the Document Manager in Studio Editor. Any user may copy any document to which they have access, regardless of the owner or whether the document is checked out. Only one document may be copied at a time. Documents can be copied via a document's action menu

Document manager - document action menu (with annotation)

Copying a Document (step-by-step)

The following steps detail how to make a copy of a document in Editor

1. Navigate to the document in the Document Manager and activate the document's action menu

Studio Editor User Guide Page 429 Copy Documents

2. Select Copy

3. Select a folder for the copied document

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4. (Optional) Rename the document

Please note: The default name of the copied document will be: - Copy (e.g. the copy of My Document will be named My Document - Copy by default). If you wish, you may rename the document in the Copy To

window as shown in the previous step.

5. Select OK

 The document will be copied to the location specified, and when the process is finished, a message will appear indicating the copy action

Studio Editor User Guide Page 431 Copy Documents

was successful.

When you navigate to the copied document, the document will be checked out by you.

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Lesson 2 Export Document XML

A Studio document's XML can be exported locally from an document that is open in the editor as well as from the Document Manager page in Studio Editor. This action can be performed from the appropriate Actions menu. For example, the image below

Actions dropdown menu - Export XML menu option (with annotation)

Export Document XML

The following steps detail how to export the XML of a document in Editor.

1. From the Document Library, navigate to the document and select XML export from the dropdown menu associated with it

Studio Editor User Guide Page 433 Export Document XML

2. From within a Document, select XML export from the Actions dropdown menu

3. Select the export parameters and then Export XML

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4. Select the location to save the file

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Lesson 3 Import Documents

In order to import content into the system, Studio Editor provides an Import Documents Wizard that allows you to import Xyleme Studio XML documents (*.xml), Word documents (*.docx) and PowerPoint documents (*.pptx). To launch this wizard, select Import from the More dropdown menu on the Navigation bar:

Navigation bar - Import menu option (with annotation)

Some best practices and tips for import are:

 Review and format the Word document before importing it to ensure Word functions are used correctly. – Are lists using the List feature? – Are indents done with tabs or spaces? – Is the document structured using the outline feature? – Are styles applied consistently?

 Use Word heading styles to structure the document correctly in Studio.

 Before trying to create a Word Import Profile, import the document with no profile selected and review the results. Then only include elements in the Profile that did not import correctly. You don't need to define each and every element in your document.

 Plan to spend some time to clean up documents once they are imported. No matter how good an import is, some cleanup will be required before the document can be republished.

 Group all the images on a slide before importing a PowerPoint file.

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Importing a Document

The following steps detail how to import content via the Import Documents Wizard.

1. Select the document type

2. Select Browse and choose the document(s) you wish to import

3. Select Continue

4. Select a destination folder for the imported documents in one of two ways:

1. Select an existing folder from the list 2. Create a new folder

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5. Select Continue

6. Select a folder to store imported media, if any

Studio Editor User Guide Page 439 Import Documents

7. Select Continue

8. Select the import options:

1. Target element: the imported document will be converted into the document type selected here

2. Import profile (Optional)

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9. Review the import parameters and select Start import

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 You will be redirected to the Import dashboard where you can monitor the progress of the import

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Lesson 4 Publish Documents

There are two main types of publishing in Xyleme Studio: publishing documents with specific outputs (such as PDF or Word docs or online courses) and publishing to CDS. Both of these are done via the Publish wizard.

To launch this wizard, select Publish from the document context menu in the document manager. This context menu is displayed by selecting the down arrow next to a document name in the document manager.

Document manager - document context menu (with annotation)

Publish a Document

Editor documents can be published to various outputs via the document manager.

Publish a Document (step-by-step)

Before attempting this procedure, please be sure you:

 are in the Document Manager

 have an account with publishing rights to access CDS, if applicable

1. Find the document or course you want to publish and select Publish from the down arrow context menu

Studio Editor User Guide Page 445 Publish Documents

 A new web page will open in your computer's default browser, displaying the publishing wizard

2. Select at least one output profile from the available list

The outputs available are dependent on the type of document you have selected (Single Source Project, Web Course, etc.).

3. Verify the selected outputs displayed on the right side of the page are correct and select Continue to proceed

4. Select the desired publication options

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If publishing to CDS, be sure to also select a folder for the document.

 Create Backup XML - Generate a backup with XML properties of the deploying course in an archive package. You can import this XML to another instance using Studio's Import/Export Service (using the “Import backup with properties” option).

 Include Sibling Media - Select this option when the deployed course has media files related to other media files contained in sub-folders. Thus, the parent media folder includes media contained within sub- folders.

 Include Related Media Folders - Select this option when the deployed course has media files related to media files contained in different folders (no parent/sub-folder relation).

Studio Editor User Guide Page 447 Publish Documents

5. Confirm the publishing options are correct and select Start Publication

 You will be redirected to the Publication dashboard where you can view the progress of the published document and manage other publications, if applicable

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If you wish to cancel the publishing job, select Cancel while the document is still processing.

Studio Editor User Guide Page 449 Publish Documents

Publish Documents to CDS

Overview

When you publish documents to CDS, the system uses the publishing wizard to publish the document from Editor to CDS. When you update HTML documents that have been published to CDS, you have the option to publish a fragment of the document that was updated rather than the entire document. Via a Smart Update, you can choose a topic to publish to CDS and the publishing service will identify the document(s) to which the topic belongs.

Please note: Smart Updates are only supported for HTML documents and outputs that are designed to run from CDS (Cloud Player). Documents published to CDS via Word, PowerPoint, PDF or other HTML outputs not specifically

designed for CDS are not supported.

Publish a Document to CDS (step-by-step)

Before attempting this procedure, please be sure:

 you have an account with publishing rights to access CDS

 you are in the Document Manager

1. Find the document or course you want to publish and select Publish from the down arrow context menu

 A new web page will open in your computer's default browser, displaying the publishing wizard

2. Select at least one output profile from the available list

Page 450 Studio Editor User Guide Publish Documents

The outputs available are dependent on the type of document you have selected (Single Source Project, Web Course, etc.).

3. Verify the selected outputs displayed on the right side of the page are correct and select Continue to proceed

4. Select Publish to CDS as well as any other desired publication options

Studio Editor User Guide Page 451 Publish Documents

5. Select a folder for the document to be stored in CDS

6. Confirm the publishing options are correct and select Start Publication

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 You will be redirected to the Publication dashboard where you can view the progress of the published document and manage other publications, if applicable

Studio Editor User Guide Page 453 Publish Documents

If you wish to cancel the publishing job, select Cancel while the document is still processing.

Publish Updates to HTML Documents to CDS (step-by-step)

After you initially publish an HTML document to CDS, you will be able to update that document via "Smart Updates" in Editor. This basically allows you to only publish the specific topic in the document that needs to be updated rather than republishing the entire document. Follow the below steps to do a Smart Update to an HTML document contained in CDS.

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1. Select the object from the document outline in the content editor, select the menu icon, and then select Smart Update

 The publishing wizard will open in a new browser window

2. Select the output you wish to update in CDS from the dropdown menu

Studio Editor User Guide Page 455 Publish Documents

 The lower area of the page will populate with documents that are available to be updated in CDS that contain the selected topic in the chosen output

3. Select the checkbox(es) for the document(s) you wish to update in CDS

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Please note: You must select at least one document in order to continue in the Smart Update process. Selecting a document activates the Update button in the wizard.

4. Select the Update button to begin the update process

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 You will be redirected to the Publications dashboard where you can monitor the progress of the update

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Lesson 5 Searching in Studio

You can search for documents or elements in various ways in Studio Editor. For more information, select one of the links below:

 Enter keywords in the search bar at the top of the page

 Search by GUID

 Search and Link while a document is open in the editor

Search from Navigation Bar

You can search the entire document repository from any page in Studio Editor by using the search box located in the upper-right corner of the Navigation Bar.

Search from the Navigation Bar

After entering the search term(s), the search results page replaces the current page in the browser.

From the search results page, you can: 1. View and open an item from the search results list 2. Narrow your search using filters 3. Modify your search

Studio Editor User Guide Page 459 Searching in Studio

Search results page example (with annotation)

Anatomy of a Search Result

Each search result consists of the following elements: 1. The title of the element and its type. 2. The root document the element is a part of (where used) – Clicking the to the right of the document will show all the documents in which the element is used. 3. The path to the folder where the content is located, when the result is a root document available in the Document Manager. 4. An excerpt from the content where the search terms were found.

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Search Results (with annotation)

Using Filters to Reduce Search Results

You can use filters to reduce your search results. These filters are helpful when your initial search generates a lot of results.

You can add any of the following filters to narrow your search: 1. Folders - Display results found in a specific folder(s) 2. Type Of - Display results only in a specific element type 3. Last Modified - Display results only where changes were last saved within the chosen date range 4. Last Modified By - Display results only for those documents last modified by a specific user(s)

The Last Modified and Last Modified By filters may not return the results you're expecting as these properties do not roll-up to the Single Source Project or Web Course level unless the author has changed the title of the document or the structure of

the document.

5. Classification - Display results only for content tagged with specific classification taxon

Studio Editor User Guide Page 461 Searching in Studio

If more than one taxon is selected, the system will return content containing any one of those selected in the classification filter. (It acts as an "OR" filter versus an "AND" filter.)

Search results (with annotation)

Refining Your Searches

The Editor search allows you to include modifiers with your search criteria to refine your search results. The following table lists the common Boolean search operators and modifiers currently supported.

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By default, Editor runs an OR search. If you enter more than one word in your search, the system will return documents that contain ANY word in your search query.

Search Modifiers

Operator/Modifier Example Result

OR (default operator) omelet quiche Returns documents omelet OR quiche that contain ANY of the words in your search query.

For example, "I like savory things like quiche" and "I love eating savory cheese and omelets".

AND (+) cheese AND omelet Returns documents cheese +omelet that contain BOTH cheese and omelet anywhere within them.

NOT (-) cheese NOT omelet Returns documents cheese -omelet that contain the word cheese but do not contain the word omelet anywhere within them.

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Operator/Modifier Example Result

" " "cheese omelet" Returns documents where the exact text string between the quotes appears.

For example, "I love cheese omelets" will be returned but not, "I love cheese and omelets"

* che* Returns documents containing all words that begin with the letters preceding the * (e.g. cheese, check, Chester).

Note: It cannot be used to find words that end with certain letters (e.g. *ese).

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Operator/Modifier Example Result

( ) (cheese OR savory) AND The parentheses tell (omelet OR quiche) the system to group the items within (cheese AND savory) NOT them together but omelet separate them from the other elements of the query.

Returns documents that contain either:

Example 1: cheese or savory and omelet or quiche

Example 2: cheese and savory but not omelet

"I like savory things like quiche" would be returned for Example 1 and "I love eating savory cheese and omelets" would be returned for Example 2.

Search for an element by GUID

You can search for an element in Editor by the element's GUID by simply pasting the GUID into the website address field in your browser.

Notice when you have a document open in Editor, the long string of

Studio Editor User Guide Page 465 Searching in Studio characters at the end of the URL contain that document's GUID. To search for an element in the repository, replace this document GUID with the GUID you wish to locate. An example is shown below:

Search by GUID example (with annotation)

When Studio Editor has only a single element open rather than an entire document, there are a few subtle differences in the editor of which you need to be aware: 1. The "title" is the name of the element type that is open and it is not editable 2. The Add Structure button is disabled 3. Only the opened element is listed in the TOC, excluding any subelements 4. Editing rules apply as usual (i.e., the opened element is only editable if you currently have it checked out, and you may check it out if it is not already checked out to another user)

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Search and Replace within a document

Studio Editor has a feature that allows Editors to search for a string of text within a document, and replace it with a different string of text. It works similarly to MS Word in that you enter a text string, the systems finds matches, and you can replace the text for a single occurrence or all of them at once.

To initiate this function, select the magnifying glass icon from the content editing toolbar, and the Search and Replace panel will appear under the toolbar, as shown in the image below:

Search and Replace panel (with annotation)

Studio Editor User Guide Page 467 Searching in Studio

Search and Replace Text within a document (step-by-step)

1. Select the magnifying glass icon from the content editing toolbar to activate the Search and Replace panel

Content editing toolbar

 The Search and Replace panel will display immediately underneath the content editing toolbar in the content editor

2. Enter the string of text you want to locate in the "Search text" field and hit Enter on your keyboard

 When you hit Enter, the system searches for matches and then displays the results adjacent to the Search text field

Search and replace matches found

3. To find the next string of text that matches the search, select the Find Next button

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4. To replace the located text with a different string, enter the new text in the "Replace text" field and select the Replace button

5. To replace ALL text matches from the search, enter the new text in the "Replace text" field (if needed) and select the Replace All button

6. To cancel the Search and Replace operation and return to the document for editing, select the Cancel button

Please note: Editors will not be allowed to replace text matches contained in content that is not currently checked out to them.

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Module 4 Document Structure

Lessons

 Single Source Project (SSP) Structure  Web Course Structure  Slide Deck Document  Procedure Document  FAQ Document  Lesson and Module Template Documents

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Lesson 1 Single Source Project (SSP) Structure

What is a Single Source Project?

The Single Source Project is the template that has the widest variety of output formats. A single document can manage media and text and deliver it to a wide variety of outputs in web, print and mobile formats. This provides instructors an invaluable tool as they seek to transfer knowledge to learners more effectively. By determining the current state of learner understanding, defining the end goal of instruction and creating media- based assistance, the Single Source Project can ensure the quality of instruction.3

By default, every new SPP in Xyleme Studio is created with a Cover Page and a Lessons element.

Cover Page & Front Matter

Every new single source project in Xyleme Studio contains a cover page with a title element. You can add a Subtitle to the Cover Page, and if you need additional information (such as disclaimers, etc), you can also add a Notice element to the Cover Page.

You can add front matter to your document as well as a subtitle and/or notice to accompany the title

3 This template was modeled after the work of Ruth Clark and David Merrill.

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Cover Page

The Cover Page element contains a Title field, which is where you enter the title of the new document. The items contained in the Cover Page will print on the first page of a printed document.

The Cover Page contains the following child elements: 1. Title 2. SubTitle - optional element to add to accompany your document title 3. Notice - optional element to add specific content to be displayed on the document's cover page

Cover Page in Studio (with annotation)

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Cover Page previewed as a reference guide (with annotation)

Subtitle

To add a subtitle to the cover page of your document, select the +Insert menu from the content editing toolbar and choose Sub Title.

Subtitle element in the Insert menu (with annotation)

Whatever text you enter in the subtitle field will be printed underneath the document's title on the first page of the document like in the example shown below:

Studio Editor User Guide Page 475 Single Source Project (SSP) Structure

Cover Page Subtitle shown in a reference guide preview

Subtitles may also be added to Topics, Lessons, Procedures and Modules.

Notice

The Notice element allows you to add a block of text to be displayed on the first page of the document. For example, you can add this element to include a disclaimer or special description about the document. Any valid Parablock children can be added to Notice once it has been inserted into a document. This includes Rick Text, Tables, Figures etc.

To add a Notice to the cover page of your document, select the Cover Page element from the content outline, then select the Notice icon from the content editing toolbar.

Whatever text you enter in the Notice title and content fields will be printed on the cover page below the document's title. An example of a printed Notice is shown below.

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Cover Page Notice shown in a print preview

Front Matter

Front Matter is a block of content located at the beginning of a document. Its default placement is immediately after the Cover Page and before Lessons or Modules. Front matter can contain one or more chapters with topics. If online outputs will be generated, the Stage element may also be used.

Chapter

When you add the Front Matter section to a document, it will include a blank Chapter with a Topic. You can add more chapters to the Front Matter and you can also add more topic groups to a chapter. The Stage element can also be added to a chapter for use with online outputs of a single source project. These elements can be added via the Add structure button.

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Structure Using Modules vs Lessons

The default structure type for single source projects is lessons. If you want another level in the hierarchy of your document, you can replace the Lessons element with the Modules element. Doing this changes your document structure from a Course/Lessons structure to a Course/Modules/Lessons structure.

What is the Lessons Structural Element?

The Lessons element in the SSP is a learning-specific element that follows a traditional instructional design approach for course documents. The Lessons element consists of a series of ISD Lesson Templates containing the document's content. It has a Course/Lesson/Topic hierarchy.

The Lesson Template is at the heart of the SSP. It is based on a learning process that consists of determining the state of the learner, defining the end goal of instruction, and creating material and assessments to accomplish that goal.

By structuring a document using the lessons template, you can have assessments at the end of each lesson. Assessments elements contain pools of questions that contain different examination features, such as multiple choice, matching, etc.

Topics are the most common component of a lesson and can contain items such as procedures; subtopics; titled block; and paragraphs with lists, images, tables, etc.

What is the Modules Structural Element?

The Module element contains at least one ISD Module Template, which in turn can contain a series of ISD Lessons. It provides an extra category to arrange course material and has a Course/Module/Lesson/Topic hierarchical structure. Keeping in mind the targeted audience, content and course complexity, a module can be used to group lessons.

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This structural element is useful if a course is planned with a series of subdivisions within its lessons.

Which to use - Modules or Lessons?

The Single Source Project allows you to choose between a Lesson and a Module structure. The Lessons element will have a Course/Lesson/Topic structure, whereas the Modules element will have Course/Module/Lesson/Topic structure.

If a course is planned with a series of sub-divisions within the Lessons, you may want to use the Modules element so that you have an extra level to accommodate the subdivisions.

When determining whether to use Modules or Lessons as your top level, consider this:

 Who is your targeted audience?

 How complex is your course?

 How complex is your content?

 How are your lessons organized?

 Will adding an extra layer or category to your content structure make sense?

Modules

What is a Module?

Modules are an alternative way to structure a single source project. They add an additional level of hierarchy for more complex course material. The hierarchical structure becomes Course/Module/Lesson/Topic when using Modules to organize a course.

Modules can be added via the Add Structure button above the document outline in the content editor as shown below.

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Add Structure button with structural element options

Note: Modules can only be added if the Module Based SSP was chosen when the document was created.

Titles and Subtitles

Titles

Each time you add a module to your document, a blank title element is included so you can enter the title for the module. Formatting of titles is typically done automatically via style sheets so you should not have to format them individually each time you add a new module.

Below is an example of a title element as displayed in the content editor.

Title example in Studio Editor

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Subtitles

Subtitles can be added to complement the title of your document and to accompany a module. A subtitle element can be added from the +Insert dropdown menu in the content editing toolbar.

The following image displays the +Insert dropdown menu containing a SubTitle option for the Cover Page of a document:

Add a subtitle to a Module

Components of a Module

The Module element contains at least one ISD Module Template, which in turn can contain a series of ISD Lessons. Modules are typically used to group and organize ISD Lessons with related subject matter.

Note: Content is not authored within the Module itself, but rather in Lessons that it contains. The components each Lesson in Studio can contain are listed in Components of a Lesson.

Each Module template in Studio can contain the following components:

 Design Data: includes information regarding a document's design such as contributors, notes, metadata, and supplements

 Intro Block: an introductory paragraph containing an abstract of the lesson as well as content and educational objectives

 Glossary of Terminology: part of a global glossary that is rendered at the end of a printed course or as part of the skin of an online course

 Summary Block: use at the end of a lesson or module to summarize the learning. In the Web Course output it will render with a special watermark when Summary Page Watermark is authored

 Subtitle: used at the beginning of a topic, lesson or module

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Reorganizing Modules, Lessons and Topics in a document

You can rearrange Modules in your document from the document outline simply by dragging a lesson or topic and dropping it in the desired new location in the outline. A blue line means it is an allowed new location and a red line is an unallowable location.

Below is a display of an example of moving a module to a new location.

Move module to new allowed location

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Lessons

Lessons and Topics are part of the basic structure of a single source project.

Lessons can be added via the Add Structure button above the document outline in the content editor as shown below:

Add Structure button

What is a Lesson?

A lesson is typically a large block of content in a course containing one or more topics, a glossary, an intro and/or a summary block, and possibly an assessment at the end to test a learner's comprehension of the subject matter. A lesson's content is typically about one particular subject pertaining to the overall course, and is, by default, the highest level in a course hierarchy for a single source project in Studio.

The following image shows an example of the Add structure button and some structural elements available for a lesson template.

To add a lesson, select the location in the document outline where you want to add a new lesson and then: 1. Select the Add structure button 2. Select Lesson from the dropdown menu

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Add Structure menu options (annotated)

Titles and Subtitles

Titles

Each time you add a new lesson or topic to your document, a blank title element is included so you can enter the title for the lesson or topic. Formatting of titles is typically done automatically via style sheets so you should not have to format them individually each time you add a new topic or lesson.

Below is an example of a title element as displayed in the content editor.

Title example in Studio Editor

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Subtitles

Subtitles can be added to complement the title of your document and to accompany lesson and topic titles. A subtitle element can be added from the content editing toolbar.

The following image displays the +Insert dropdown menu containing a SubTitle option for the Cover Page of a document:

Add a subtitle to lesson or topic

You can also add subtitles to topics from the same menu. Be sure the desired topic is selected in the outline pane to ensure the Subtitle element is active in the +Insert dropdown menu.

Components of a Lesson

Lessons are typically used to group large concepts related to the subject matter of a course, and they tend to build upon one another as the course progresses.

Each Lesson template in Studio can contain the following components:

 Design Data: includes information regarding a document's design such as contributors, notes, metadata, and supplements

 Intro Block: an introductory paragraph containing an abstract of the lesson as well as content and educational objectives

 Topics: chunks of content containing a combination of paragraphs with text, images, lists, and/or tables; titled blocks; question blocks; and/or specific information mapping types

 Procedures: step-by-step, usually numbered, tasks or instructions at the operational "how-to" level

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 Assessments: pools of questions to evaluate a learner's comprehension of subject matter pertaining to the lesson; several different assessment methods may be used such as multiple choice, matching, and/or image map question types

 Glossary of Terminology: part of a global glossary that is rendered at the end of a printed course or as part of the skin of an online course

 Summary Block: use at the end of a lesson or module to summarize the learning. In the Web Course output it will render with a special watermark when Summary Page Watermark is authored

 Subtitle: used at the beginning of a topic, lesson or module

Reorganizing lessons and topics in a document

You can rearrange lessons in your document from the document outline simply by dragging a lesson and dropping it in the desired new location in the outline. A blue line means it is an allowed new location and a red line is an unallowable location.

You can also rearrange topics in a different order within a lesson. The same applies with blue and red lines. Below is a display of an example of moving a lesson to a new location.

Move lesson to new allowed location

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Topics

Lessons and Topics are part of the basic structure of a single source project.

Lessons can be added via the Add Structure button above the document outline in the content editor as shown below:

Add Structure button

What is a Topic?

A Topic is one of the main building blocks in Studio. It is flexible enough to contain thorough and precise information or be very prompt and to-the- point.

Topics are "child" elements of lessons and are typically used to group concepts that are related to the subject of a lesson. They may or may not build upon one another throughout the lesson.

Topics are usually listed in a document's table of contents as shown below.

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Topics listed in Table of Contents

Topics can be one of the following types:

 Topic - the subject matter of a theme related to the lesson of which it's a part; similar to a Lesson, it can have Design Data, Educational Objectives, or subtopics

 Procedure - a numbered step-by-step set of instructions at the operational "how-to" level

 FAQ - a list of questions and answers pertaining to a particular topic

Each of these topic types can also be elements contained "within" a Topic.

Titles and Subtitles

Titles

Each time you add a new lesson or topic to your document, a blank title element is included so you can enter the title for the lesson or topic. Formatting of titles is typically done automatically via style sheets so you should not have to format them individually each time you add a new topic

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Below is an example of a title element as displayed in the content editor.

Title example in Studio Editor

Subtitles

Subtitles can be added to complement the title of your document and to accompany lesson and topic titles. A subtitle element can be added from the content editing toolbar.

The following image displays the +Insert dropdown menu containing a SubTitle option for the Cover Page of a document:

Add a subtitle to lesson or topic

You can also add subtitles to topics from the same menu. Be sure the desired topic is selected in the outline pane to ensure the Subtitle element is active in the +Insert dropdown menu.

Components of a Topic

Topics are typically used to subdivide ideas and/or concepts pertaining to the subject of a lesson. A lesson typically includes one or several topics, each one potentially building on the next throughout the lesson. While lessons can have assessments to evaluate a learner's comprehension of the

Studio Editor User Guide Page 489 Single Source Project (SSP) Structure entire lesson, topics can contain question blocks to "quiz" learners throughout a lesson.

Each Topic in Studio can contain one or more of the following components:

 Subtitle

 Introduction

 ParaBlock

 Question Block

 Design Data

 Educational Objectives

 FAQs

 Icon

 Procedure

 Titled Block

 Topic - nested topic, aka subtopic

Reorganizing lessons and topics in a document

You can rearrange lessons in your document from the document outline simply by dragging a lesson and dropping it in the desired new location in the outline. A blue line means it is an allowed new location and a red line is an unallowable location.

You can also rearrange topics in a different order within a lesson. The same applies with blue and red lines. Below is a display of an example of moving a lesson to a new location.

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Move lesson to new allowed location

Titled Blocks

A titled block is similar to a Para Block element, the specific difference being that a titled block contains a title that can be formatted. This element is useful when you need to provide a title but do not need to dedicate a topic to the subject.

The following two images display a titled block authored in Studio Editor and an example of the authored example as a print output preview, respectively.

Titled block authored in Studio Editor

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Titled block previewed in a print output

Adding a titled block to a topic (step-by-step)

1. Select the topic for which you want to insert a titled block

2. Select Titled Block from the +Insert dropdown menu in the content editing toolbar

 A new titled block element with a title element and a rich text block will be inserted immediately below the selected object in the content editing pane

3. In the fields provided, enter a title in the title element (1) and the associated content (2)

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Authoring a titled block (with annotation)

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Lesson 2 Web Course Structure

Use the Web Course template when you want to directly author SCORM web courses. In a web course, content is developed in Page elements and you can group a series of pages into Container elements. The main advantage of the web course model is that it allows authors to have more control over what content is displayed on a single page.

Pages

Page elements hold all of the content you want to display to learners. They can be used separately throughout the web course document, and they can also be grouped in containers.

Pages contain Topic elements, allowing authors to easily link content between Single Source Projects and Web Courses.

Containers

Think of a Container element as a folder to hold several items of similar relevance. You can use containers in a web course the same way. If you have several pages in a course that are similar in nature, it might make sense to group them inside a container rather than separately. You can also nest a container within containers to create Course/Module/Lesson structure within Web Courses. An example of this structure is shown below.

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Example of Container Structure created in Editor

Please note: Content cannot be developed in a container; content must be developed in pages.

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Lesson 3 Slide Deck Document

The Slide Deck document holds a collection of Slide elements. Each Slide contains a Title and a Body element. You can author Lists, Media Objects, Figures, Rich Text or Tables.

Slide Deck Document in Editor

Slide Deck Elements

Child Elements Description

Deck Watermarks include background images for Slide Body or Slide Cover

Slide Deck Title used on the Slide Deck Title page

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Child Elements Description

Slide author Slide content; there can be one or more Slides; the Slide Title appears in the header of the slide; the Slide can hold: List, Media Object, Figure, Rich Text, Table, Custom Note, Educational Objectives, Flash Object, Movie Object

The Slide Deck Outputs include:

 Web

 Print

 PowerPoint

Create a Slide Deck Document

To create a Slide Deck Document, simply select the New Document button in the Document Manager as shown below:

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Upon creating a new Slide Deck document, the document is opened in the Content Editor with a single blank slide inserted and ready to edit. New Slides can be added via the Add Structure button.

For information on authoring specific slides, please see Slide Element.

Manage Slide Deck Properties

Slide Deck Documents have a set of properties that are editable for the author. These properties can be accessed by selecting Slide Deck from the element breadcrumbs at the bottom of the page.

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The element properties pane will appear at the bottom of the screen from which the author can edit the properties as desired. The different properties are outlined below.

Property Description

Slide Background Image Choose the image that will appear on the Cover Page and/or the Body Slides of a Slide Deck Document when rendered

Dimensions Holds sizing information for how the slide renders when published

Thumb Dimensions Holds sizing information for how the card appears in the Content Editor

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Property Description

Keep Aspect Ratio When checked, will use whichever dimension is set (height or width) and gray out the dimension that is not set; if both dimensions are set, it will use the height and gray the width (clearing it's value)

List of Slide Deck Properties

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Lesson 4 Procedure Document

Procedures allow you to add formatted step-by-step instructions for a task, leading to a desired result. These are the "how-to's" of a document, providing clear and succinct instructions to a user.

Create a Procedure Document

Procedures can be created as standalone documents. These Procedure documents can be added via the Documents home page by selecting New Document and then Procedure, as illustrated in the image below.

New Document menu from Document Manager (with annotation)

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For information on authoring procedures, please refer to the Procedures topic.

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Lesson 5 FAQ Document

Frequently Asked Questions are listed questions and answers pertaining to a particular topic and can be created as standalone documents. By default, a new FAQ document includes one FAQ Category with one FAQ element.

An FAQ Category is made up of one or more FAQ elements. While the FAQ template and the FAQ Category provide divisions for classification, it is the FAQ element that provides the core Q&A content and supplemental material to enhance an answer.

Create an FAQ Document

FAQ documents can be added via the Document Manager by selecting New Document and then FAQ, as illustrated in the image below.

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New Document menu from Document Manager (with annotation)

For information on authoring FAQs, please refer to the FAQ Element topic.

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Lesson 6 Lesson and Module Template Documents

Lesson and Module templates are the backbones of Single Source Projects, but they can also be created as stand-alone documents when necessary.

Create a Lesson Template Document

Lessons can be created as stand-alone documents. These documents can be added via the Document Manager by selecting New Document and then ISD Lesson Template, as illustrated in the image below.

New Document menu from Document Manager (with annotation)

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Create a Module Template Document

Modules can be created as stand-alone documents. These documents can be added via the Document Manager by selecting New Document and then ISD Module Template, as illustrated in the image below.

New Document menu from Document Manager (with annotation)

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Appendix

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Appendix 1 Previous Release Notes

Editor 6.9 Release Notes

This table details the changes in this document for the 6.9 production release of Editor.

Change Status Description Affected Sections

Search & Replace New Support for Search & Non-Authoring within a Replace within a document Tasks > document Searching in Studio > Search and Replace within a document

Table element Update + Ability to insert the Authoring in updates initial table size from the Xyleme Studio > toolbar Authoring + Ability to resize table Fundamentals > column width Tables

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Search New Improvements made to Non-Authoring Improvements searching in Studio Tasks > document library, Searching in including: Studio > Using + New filter: Classification Filters to Reduce + Indexing change to Search Results return elements other than root documents: entire documents are indexed and search results now display elements containing the search criteria versus documents; this change means the Type Of search filter contains elements from which to choose rather than document types

Addition of a Update When a user tries to N/A warning when rename or move media in moving or the Media Manager, a renaming media warning appears objects in the indicating the action will Media Manager break links to that media in documents containing them, asking the user to confirm the action.

Warning message Update New message appears N/A when moving or when a user attempts to renaming move documents and documents or folders in the Documenet folders in the Manager: "Are you sure Document you want to move this Manager document/folder?"

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Auto-scroll when New When moving objects in N/A moving content the document outline, the in the document outline will auto-scroll outline up/down as needed for larger documents

Editor 6.6 Release Notes

This table details the changes in this document for the 6.6 production release of Editor.

Change Status Description Affected Sections

XML Document New Support for exporting Non-Authoring Export document XML Tasks > Export Document XML

Enhance figure Update Figure renditions (i.e., web Authoring in rendition UI or print) are now displayed Xyleme Studio > in the editing pane side- Authoring by-side, included as part Fundamentals > of the Figure element` Media > Images > Specify unique properties

Search New Improvements made to Non-Authoring Improvements searching in Studio, Tasks > including: Searching in + Indexed Search Studio + Results displayed much faster + Additional filters + Searches metadata + Supports modifiers

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Editor 6.4 Release Notes

This table details the changes in this document for the 6.4 production release of Editor.

Change Status Description Affected Sections

Sequence New Support for authoring Authoring in Activity sequencing activity Xyleme Studio > Assessment assessments Advanced Authoring > Authoring Assessments > Sequence Activity

Design Data > New Add supplements (topics, Authoring in Supplements procedures, or flash cards) Xyleme Studio > to a document Advanced Authoring > Design Data > Supplements

Audio element Update Support for the following Authoring in children children elements of Xyleme Studio > elements Movie: AV Script, title, Authoring caption Fundamentals > Media > Audio Files

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Add image Update Support for selecting Authoring in behavior to image behavior in image Xyleme Studio > Figure element files so images display as Authoring properties pop-ups in courses Fundamentals > Media > Images > Insert image behavior properties

Editor 6.2 Release Notes

This table details the changes in this document for the 6.2 production release of Editor.

Change Status Description Affected Sections

Support for AV New Support for adding AV Authoring in Script in HTML Script (narrative text) to Xyleme Studio > Page element HTML Page Advanced Authoring > HTML Page

Ability to open New Users can open and edit N/A Module root Modules that are marked documents as root level documents

Start Review New Support for starting review Authoring in Sessions for sessions for individual Xyleme Studio > lessons and lessons and topics for Content Workflow topics SSPs and containers for > Review Content web courses > Start a Review Session for a lesson or topic

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Movie element Update Support for the following Authoring in children children elements of Xyleme Studio > elements Movie: AV Script, title, Authoring caption, intro, instructions Fundamentals > Media > Movies

Different Paste Update Paste and Paste and Link Content editing and Paste/Link icons in toolbar have toolbar images icons in toolbar changed throughout the document

Translations Update --When a document is N/A translated and a copy is made, two new properties are displayed in the web editor properties pane of the target document: Translation of [GUID of original document] Translation Language [2- character language code of the target language]

--Language is specified and displayed in the title of the copied/translated document (using 2- character language code)

Procedure Update A newly added procedure Authoring in improvement element now includes a Xyleme Studio > Step Group with one Step Authoring element (instead of an Fundamentals > Introduction element and Procedures no Step Group)

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Improve usability Update Specifically when using N/A of DragnDrop text DnD: The arrow (DnD) Editor pointing to the drop target has been enlarged, and the drop target is consistent with how image DnD works (drop target is below instead of above)

Copyright Block New Support for adding a Authoring in copyright block based on Xyleme Studio > a template Advanced Authoring > Special Notes and Styles > Info Tab > Copyright Block

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Best practices New Best practices added for: Authoring in Templates Xyleme Studio > Content Permissions Advanced Content Reuse Authoring > Importing Content Managing Review Sessions Content > Workflow Versions Working with Templates

Authoring in Xyleme Studio > Content Workflow > Manage Folder and Document Permissions

Authoring in Xyleme Studio > Advanced Authoring > Managing Content > Reusing Content

Non-Authoring Tasks > Import Documents

Authoring in Xyleme Studio > Content Workflow > Review Content

Getting Started in Studio > ...Editing a Document > Checking in a Document

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Multiple New Determines whether radio Authoring in selection web buttons or checkboxes are Xyleme Studio > activity behavior displayed to a learner Advanced option for when answering questions Authoring > assessments for Matrix, MCQ, Hot Text, Authoring or Image Map Assessments > Assessments Web Assessment Behavior

Citation endnote New Support for multiple types Authoring in - support for of citation endnotes Xyleme Studio > multiple types Advanced Authoring > Special Notes and Styles > Citations

Owner added to New A column for the owner of N/A Where Used a reused element has been report added to the Where Used report (visible when exported to Excel)

Create root New Lesson templates can now N/A document from be used to create new root Lesson Template documents in the document manager

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Appendix 2 Moving from Studio Desktop to Studio

Overview

Experienced Studio Desktop authors typically have similar questions when authoring in Studio for the first time. This guide answers these FAQs to assist you in making the move from Studio Desktop to Studio.

Before we begin the FAQs, note three high-level name changes.

In Studio Desktop In Studio

Document Library Document Manager

Studio Editor Content Editor

Media Drive/Media Browser Media Manager

For information on some common conventions new to Studio and the Content Editor, refer to Helpful Hints.

Frequently Asked Questions

 Where is the Document Library?

 How do I check out a document?

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 Where is the Action Panel?

 Where did the right-click menu go?

 How do I add elements and child elements?

 How do I add media?

 How do I insert a template?

 Where is the right-click menu for rich text?

 Where are the element properties located?

 How do I add Filter Metadata?

 How do I save a document?

 How do I reorganize content in my document?

 How do I preview a document?

 Can I preview a document without opening it?

 Can I still switch between styled and structured views?

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Where is the Document Library?

The Document Library, as it was known in Studio Classic, has been renamed to the Document Manager. When you log into Studio, the Document Manager is the landing page, with tabs for Documents, Media, Templates, the XML Import/Export Tool, Reports, and Online Help.

For more detailed information about the Document Manager, refer to What is the Document Manager?

How do I check out a document?

The Document Manager displays document badges just as the Document Library did, so you are able to see whether a document is already checked out.

To check out a document, open it in the Content Editor, and select the editing status message in the upper right corner. This checks out the document to you and locks it for editing so that you are the only user who may make changes to it until you unlock it.

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Where is the Action Panel?

Most of the functionality available from the action panel from Studio Classic is accessible from a content editing toolbar, similar to those you would find in common word processing or spreadsheet applications. The exceptions are adding Filter Metadata and Design Data, both of which are added using the menu on the right of each element in the editing pane.

For details, refer to Content editing toolbar.

Content editing toolbar

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Where did the right-click menu go?

Since right-click menus are not supported in browsers, the menu options that were originally located in the right-click menu have been relocated or replaced by different action steps.

 Actions such as Add Child, Append Below, Insert Above, and Replace With is now done by placing your cursor in the appropriate location in the editing pane and selecting the element to insert from the content editing toolbar.

 Move up/down, as well as cut/copy/paste, is done using the drag and drop feature in the editing pane.

 Deleting content elements is done via Element Actions in the element's properties pane.

Element Properties pane

 For structural elements (such as lessons or topics), delete is available from the menu on the right of the element in the outline (the left panel of the Content Editor).

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Delete structural element

 Undo/redo is available from the Format menu in the Content Editor.

 Previewing a document is done from the Preview page.

 Most of the System Actions can be found in the Element Properties Pane, in the Element Actions or Advanced Properties section, all of which are available from the menu on the right side of the element.

How do I add elements and child elements?

Structural elements, such as lessons or topics, are added using the Add structure button on the left side of the Content Editor.

For details, refer to Document Structure Basics.

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Add structure button in the Content Editor

Content elements and their child elements (such as text, tables, or lists) can be added by placing your cursor in the appropriate location in the editing pane and selecting the element to insert from the content editing toolbar.

For details, refer to Content editing toolbar.

Content editing toolbar

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How do I add media?

Media can be added in two ways in Studio:

 Uploading media files to the Media Manager, which is accessed from the Navigation bar at the top of the Document Manager or Content Editor page:

Media Manager

 Selecting the Upload button from the Add media resource window that is displayed when you add any media element (Figure, Movie, Audio) to your document. This means that you no longer have to upload media files first; you can add them to the Media Manager while editing your document.

For details, refer to Uploading Media.

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How do I insert a template?

Templates are added to your document via the content editing toolbar.

For details, refer to Inserting templates into a Document.

Where is the right-click menu for rich text?

The options that were contained in the rich text right-click menu have moved to the content editing toolbar, and can be found in the appropriate contextual menu.

Content editing toolbar

Where are the element properties located?

Element properties, including advanced properties, element actions, design data, etc., are located in the element pane at the bottom of the content editor. Selecting the properties icon for the element activates the element properties pane at the bottom of the page.

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Element properties pane

How do I add Filter Metadata?

The Filter Metadata element is displayed in the element properties pane automatically. To specify Filter Metadata for any element, navigate to that element's Properties pane and select the desired Filter Metadata from the dropdown lists.

Filter Metadata Settings

How do I reorganize content in my document?

Reorganizing the structure of your document is done via the Outline panel in Editor using a drag-and-drop function. For more information on document restructuring, please refer to Reorganizing the Structure of a Document.

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Reorganizing document structure

You can reorganize content within the document in a similar manner, also using a drag-and-drop function. Each element has a blue handle on the left side that is used to pick up the element and move it.

Element handle

Selecting the blue handle enables you to move the element to the desired location. Once it is positioned correctly, releasing the object displays a menu, where you select the appropriate action.

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Element relocation menu

How do I preview a document?

To preview a document, open it in the Content Editor and select the Preview tab. A list of available output types is displayed.

Preview tab

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Can I preview a document without opening it?

Unlike in Studio Classic, the ability to preview or publish a document directly from the Document Manager without opening it in Editor is currently not possible in Studio. However, you can open a document in Editor and preview it even if it is locked for editing (checked out) by someone else.

Can I still switch between styled and structured views?

Rather than requiring you to switch between two separate views, the Content Editor combines both: an appearance similar to styled view in the editing pane, with the breadcrumbs displaying the structure and hierarchy of the document elements.

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Detailed Information

What is the Document Manager?

The Document Manager is the landing (or "home") page when you first log into Studio. All documents to which you have access can be managed on this page.

Managing Documents in the Document Manager

In the Document Manager, you can: 1. Use the Navigation bar to access Documents, Media, Reviews, etc. 2. Search for content 3. Manage your user profile and settings 4. Access recent and assigned documents 5. Navigate folders and documents within the Document Manager 6. Select content 7. Create a new document 8. Create a new folder 9. Make bulk changes:

 Delete multiple documents or folders

 Move documents or folders 10. Rename, delete or assign individual documents (from a dropdown menu)

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Document Manager (with annotation)

Document Indicators

The Status Column in the Document Manager may contain one or more different colored and/or different shaped indicators. These are document badges, and they specify the current editing state of a particular document. For example, a green checkmark indicates that a document is currently checked out and locked for editing by you.

The following table describes the appearance and meaning of each badge:

Document Badges

Badge Meaning

Green checkmark - the document or element is checked out to you, and you have exclusive editing rights; all other users see the orange checkmark badge.

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Badge Meaning

Orange checkmark - the document or element is checked out to someone else and is unavailable for you to edit; however, you are still able to view it. To see who has checked out the document, select the dropdown arrow on the element, and choose Properties.

Blue circle - the document or element has been assigned to a user and is waiting for work to be completed.

Red box - the document or element is currently being reviewed and is unavailable for editing.

Document Badges

Creating a New Document (step-by-step)

Before you begin, make sure you are in the Document Manager. 1. Select the New Document button

2. Select a document type from the dropdown menu

a For help choosing a document type, see Document Structure Basics for more details

3. Enter a document name, and select OK

 You will be directed to a new page containing the blank document

Making Bulk Changes (step-by-step)

The following procedure guides you through making bulk changes to documents in the Document Manager:

1. Select the checkbox next to each document or folder you want to move, delete or force check-in

a To choose all documents or folders, select the checkbox next to the Bulk Changes button

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2. Select the Bulk Changes button, and choose the appropriate action

If you select Delete and any of the items are checked out by other users, you will receive a warning message.

3. To move items, select Move, and choose the new location

 Once you select the new location, the items will be moved

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Helpful Hints

 Saving your document: your document is automatically saved as you go

 Content Editor toolbar: perform most of your authoring actions from here; for more information, refer to Content Editor Toolbar  Some elements (eg., lists, figures, tables, etc.) have floating toolbar menus, activated when the element is selected

 Element properties pane: this pane is activated when you select the gear or the menu icon on the right side of an element in the Content Editor The element properties pane contains icons (the number depends on the element) on the left side that allow you to toggle between different properties and actions for that particular element, such as:

1. Element Properties

2. Element Actions

3. Design Data

4. Advanced Properties

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5. Classification Data

6. Supplements

Element properties pane (with annotation)

Detailed information about the element properties pane for each element can be found in the User Guide.

 Breadcrumbs: you can also access element properties by selecting the element in the breadcrumb trail. For instance, in the following image, selecting Figure in the breadcrumb trail activates the element properties pane for that image. Selecting Topic activates the element properties pane for the topic.

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Document breadcrumb in the content editor

 Undo/Redo: perform these actions from the content editing toolbar

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Undo/Redo icons (with annotation)

 Delete an element: how you delete an element depends on what type of element it is:

1. Structural elements, such as Lesson or Topic: from the document outline on the left side of the Content Editor, select the menu icon and Delete

Delete element from the outline

2. Content elements, such as Rich Text, Table, or List: from the right side of the Content Editor, select the menu icon and Delete

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Delete element from the content editing pane

Content editing toolbar

The content editing toolbar is where you perform the majority of your authoring tasks. You can add content to your document, as well as add formatting and context-specific objects to inserted elements from this area.

Content editing toolbar

The toolbar menus are context-sensitive, so you may see different options available depending on which object is selected in the editor.

Adding Content Elements (step-by-step)

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Before you begin, make sure the topic is locked for editing (checked out) by you.

1. Navigate to the location in the document where you want to insert the element

2. Place your cursor in the location just above where you want the new element to appear

If you place your cursor in a Topic title, the new element will be added as the last element in the topic.

3. Choose an element icon from the toolbar

If the desired element is not pictured in the toolbar, select the +Insert dropdown menu to display more options.

Uploading Media

All media assets used in your documents (such as image files, movies, and audio files) must be stored in the Media Manager.

You can upload media to the Media Manager in one of two ways: 1. Via the Media tab located at the top of the page

Media tab

2. When you add a new media element to a document

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You can quickly add multiple files or folders to the Media Manager using the Drag and Drop feature. For more information, please see the Drag and Drop step-by-step procedure.

Supported media file types include:

File File Extension Type

Audio .mp3, .wav

Flash .flv, .swf

Movie .avi, .flv, .mov, .mp4, .wmv, .m1v/.mpeg-1, .m2v/mpeg-2, .mpeg, .mpg,

.ogg, .ogv, .webm

Image .bmp, .gif, .jfif, .jpg, .png, .tiff

While Editor supports a number of different media formats, we recommend you use the following for maximum compatibility across outputs and devices:

 Audio: .mp3

 Video: .mp4 (H.264 encoding)  Images: .jpeg, .png, .svg

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Upload Media to the Media Manager (step-by-step)

Upload a single file or folder of media to the Media Manager

Before you begin, make sure you have permission to access the Media Manager.

Adding media to the Media Manager (with annotation)

While Editor supports a number of different media formats, we recommend you use the following for maximum compatibility across outputs and devices:

 Audio: .mp3

 Video: .mp4 (H.264 encoding)  Images: .jpeg, .png, .svg

1. Select Media from the Navigation bar at the top of the page

 You will be redirected to the Media Manager page

2. Specify a location in the Media Manager to store the media asset(s)

3. Select the appropriate Upload button (for example, Upload Files)

 A pop-up window will appear displaying your local hard drive

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4. Choose the media file(s) and select Open

 The file(s) are uploaded to the Media Manager using the existing filename(s)

a If you wish to rename the file(s), select Rename from the dropdown arrow associated with the newly uploaded file and enter a new name in the available field

5. If uploading a folder of media files, select the folder to upload from your hard drive

a If you wish to save the media folder with a different name, enter it in the available field

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6. Select OK to upload

Upload multiple files or folders using Drag and Drop

Before starting this procedure, please make sure you have navigated to the location in the Media Manager you want to place the items.

7. Locate the files/folders on your hard drive that you wish to upload

8. Select the items using Ctrl+Click and drag them to the Media Manager in your web browser

9. When prompted (see the image below), drop the items onto the page

 A progress pane will open at the bottom of the page as your files upload, and when the upload is finished, the page will refresh to display the newly uploaded media files

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Add Media to a Document (step-by-step)

1. Place your cursor in the location where you want to add the media asset

2. Select a media element icon from the toolbar, such as Figure or Movie

3. From the Select media resource pop-up, choose the media asset, and select OK

If the desired media asset is not yet uploaded to the Media Manager, you can upload it from the Select media resource window by selecting the Upload button and following the instructions on the page. Once the file is uploaded, the window

will refresh, and you will be able add the asset to the document.

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4. If you need to change any of the image properties, such as size, select the properties gear icon to access the Element properties pane

Document Structure Basics

In this topic, we'll cover the basics of structuring a document in Studio, including:

 Supported document types

 Document structure

 Adding structure to a document

 Controlling the document display

 Reorganizing the structure of a document

Supported Document Types

The following document types are currently supported in Studio:

 Single Source Project (SSP)

 ISD Lesson Template

 Glossary

 Slide Deck

 Web Course

 Procedure

 Topic

 FAQ

This guide will focus on the structure of a Single Source Project.

Overview of Document Structure

Document structure is the outline of your document. Single Source Project documents are typically made up of Lessons and Topics. Lessons contain Topics, and Topics can contain other topics.

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Example of document structure

Adding Structure to Your Document

You can add structural elements to your document by selecting the Add Structure button in the top left corner of the outline.

Structural elements include:

 Front Matter: contains chapter elements that appear at the beginning of your document before lessons or modules

 Lessons: the default structure type for Single Source Projects, containing topic elements

 Topics: contain content elements such as text, tables, and lists

 Appendices: contain chapter elements that appear at the end of your document after all lessons or modules

This guide will focus on lessons and topics.

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Add structure button in the Content Editor

To add a lesson, select Lesson from the Add structure menu, and a new lesson will be added at the end of your document.

To add a topic, select the lesson where you want the new topic to be added, and select Topic from the menu. A new topic will be added at the end of the lesson.

As you add structure to your document, it will appear in the Document Outline.

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Document Outline

The location of the structural element being inserted into the document depends on what you have selected in the outline. If you have a lesson selected and you add a topic, it will be added as the last topic of the selected lesson. If you have a topic selected

and you add another topic, it will be added as a subtopic of the selected topic.

Controlling the Document View

The Content Editor limits the content displayed based on the level selected in the outline. For example, selecting a lesson displays the contents of the entire lesson in the Editor.

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Editor view with a lesson selected

Selecting a topic displays the contents of the entire topic and all of its subtopics in the Editor.

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Editor view with a topic selected

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Reorganizing the Structure of a Document

 Delete lessons or topics

– Select the menu icon to the right of a lesson or topic in the outline, and select Delete

 Move lessons or topics in the outline

– Drag and drop lessons or topics to move them around in the outline; as you drag the element, a blue line displays to indicate an acceptable location

Move lesson in the outline

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Controlling the document outline

There are a couple of controls in the outline that allow you to hide and show parts of the outline. Expand and collapse buttons at the top of the outline that work on the entire outline and individual expand and collapse controls that work on individual elements in the outline. 1. Expand and collapse buttons

 located at the top of the outline.

 controls the entire outline. 2. Individual expand and collapse controls

 located next to each outline item.

 controls individual elements in the outline.

Insert a Template into a Document (step-by-step)

1. In the Content Editor, select the location where you wish to insert the template

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2. Select the Template icon from the content editing toolbar

3. Select a template category from the Available Templates window

 Templates associated with the selected category will display in a dropdown list

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4. Select a template from the dropdown list

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 A confirmation message will appear at the top of the page when the template has been inserted into your document

Previewing Content

The way your content displays in the Content Editor is not necessarily how it will look when published. You can generate a preview of the document via the Preview tab to see how it will appear in a selected format. You can also preview the document via the menu icon in the document outline.

You can preview:

 the entire document, or

 a subset of the content, such as a lesson or topic

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Previewing a Document (step-by-step)

1. To access the Preview page, select the Preview tab in the Content Editor

2. Alternatively, you can select Preview from the menu in the outline

Access the Preview page (with annotation)

3. From the Preview page, select a preview format from the left panel

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 The document preview will be generated and displayed in the preview pane on the right side of the page using the format selected

The following image is an example of a Single Source Project (SSP) document with the Reference Guide (PDF) format selected:

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4. To publish the document, select the Actions dropdown menu and select Publish

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Previewing a Subset of Content (step-by-step)

1. With the desired structural element (lesson or topic) selected in the outline, select the menu and choose Preview

 The Preview page will be displayed

2. From the available options in the left pane, select an output type, such as Reference Guide (PDF)

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 The selected content will display as the specified output type in the preview pane

3. To publish the document, select Publish from the Actions dropdown menu

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Glossary

Analytics The Analytics module of CDS helps you discover and communicate meaningful patterns related to your content consumed from CDS. The module contains, dashboards, reports that can be filtered and exported. The data used by the Analytics module comes from the Learning Record Store.

Authoring Template A pre-defined element structure that is use by authors to speed the development process, prompt for specific content and enhance consistency between authors.

Auto-Number Token The auto-number token counts elements in a uniquely labeled sequence; there are two tokens - source and reference. Source token identifies the tagged element that is uniquely numbered, and the reference token is linked to a source token, referencing the corresponding number wherever the reference token is located in a document

Callout an overlay box with text and a leader line that points to an area in an image; used in the Image Overlay Editor

Classic Template One of the two default Xyleme templates used to produce HTML output, the Classic Template features traditional top and bottom bars as well as a navigational menu.

Content Delivery Service (CDS) The component of the Xyleme platform where finished materials are published/uploaded for consumption by end user. LMSs and other systems.

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Content Map A grid that indicates where content can be shared between courses/audiences/outputs.

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Content Strategy Content Strategy is the methodology to solve business goals through the systematic design, development, delivery, and maintenance of content.

The content strategy includes the short-term and long-term plan for managing content as a reusable business asset.

The goals of the content strategy align to the overall organization strategy/objectives.

Content Strategy Plan Document owned/managed by client, used to outline and roadmap the short-term and long-term content management goals. The plan contains detailed information covering all aspects of content management, including use of the Xyleme Platform as a key strategic resource in realizing the content management goals.

Contributor Authoring account in Studio intended for contract writers and copy editors. Can only work on content assigned to them by an Editor user. Cannot create documents, search, or browse the Document Manager.

Custom Note a special callout box typically added to documents to call special attention to something about the content, such as warnings, tips, special instructions, etc.

Desktop Editor The java-based authoring interface to Studio. This is the full-featured licence that allows users to search and browse the Document Manager, create new documents, make assignments, publish documents out of Studio.

Document Manager Place where all documents authored in Studio are stored and opened.

Editor

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The web-based authoring interface to Studio.

Editor (user type) Full-featured user account in Studio that allows access to authoring, browsing and searching for content in Studio.

Figure an element that contains an image file; image

Filter Metadata An element added to content in Editor that is used to control which outputs will include that content.

Governance The structures, processes and policies put in place in order to drive business value and mitigate risk.

Governance Committee Individuals responsible for setting and enforcing development standards as well as reviewing/approving changes to shared content, authoring and output templates.

Handout An individual document that is printed and handed to class participants at a specific point in a training session. For example, a scenario description and instructions for a classroom activity.

Hot Text

Inline typically referring to an object or element that is authored within a rich text block and is not considered a separate element in the Content Editor

Inline Term

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Glossary Item in which the definition of the term is accessible to the user in an interactive document or course by selecting the highlighted word in the text; a pop-up textbox will appear giving the definition

Instructor Guide Print-based document used by the instructor to understand the content and facilitation requirement for an ILT event

Instructor-Led Training Live training events in-person or virtual (ILT)

Learning Ecosystem Learning is both formal and organic and occurs over a series of interactions with information.

The learning ecosystem is a complex network that enables learners to access information in multiple ways at a time when it is needed. This supports learning occurring in a natural progression, following the learner’s preferred method of interaction.

Creating content in reusable chunks allows instructional designers to drag and drop the content chunk into any content assembly (e.g., job aid or instructor guide). Learning Ecosystems are comprised of reusable content, packaged for easy consumption and retainment by the learner.

Learning Object Repository (LOR) The component of CDS where the content itself is stored.

Learning Record Store (LRS) The component of CDS that tracks interactions with the content stored in the CDS Portal. It track things like, publishing content, viewing/experiencing content, who interacted with content, when the interaction occurred, as well as assessment data when a course is loaded on an LMS and consumed from CDS.

The LRS uses Tin-Can and the Experience API (xAPI).

Linked content

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Content shared between multiple documents or locations within a single course.

Linking The process of reusing content within and/or between documents in Studio where the content is linked so a change in one place will be reflected in all other locations the content is used.

Modern Template One of the two default Xyleme templates used to produce HTML output, the Modern Template features an open design, with navigation available through large left/right arrow keys to facilitate swiping on mobile devices.

Output Profile A Studio element used to control preview and deploy options. Each output profile becomes an item on the Preview menu for that element.

Output Template Files used to control the look, feel and layout of outputs from Studio.

Output Template A file or set of files that specifies how the XML contained in a Single-source Project or a Web course should appear when output is generated from Studio.

Overlay Object Text, text bubbles, arrows, circles, squares, etc that are added to an image through the Image Overlay Editor in Xyleme LCMS Studio; these overlays are associated with images when a document is published, and they are specific to each rendition; limited to one overlay per rendition

Participant/Student Guide A print document used by participants in an instructor-led training

Portal The web interface to CDS. The place where administrators can organize content, manager folders, documents, users, groups, permissions, settings.

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PowerPoint Template File A Microsoft PowerPoint file used by Print Publisher to produce PowerPoint slide decks that correspond to your company's branding specifications.

Print Publisher The publishing service used to transform content authored in Studio into Word, PDF, and PowerPoint outputs.

Procedure Element group that allows users to create step-by-step instructions for a task

Public template An authoring template that is available to users beyond the person that created it and the system administrators.

Reusable Content Small sections or chunks of content that are relevant across presentation types, audiences, and subject matter.

Reusable content is also called "microlearning," "bite-sized learning," or "learning objects."

Xyleme Studio allows you to create, store and link content at lesson, topic, or even paragraph (“parablock”) levels.

Reuse To use the same content in two or more courses or outputs.

Reviewer User account in Studio that allows for participating in reviews.

Roles Sets of user privileges that can be associated to individual users that control that controls the features they can access is Studio beyond their user type

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Slide Thumbnail A small version of a slide printed in a Student or Instructor Guide

Studio The authoring and publishing components of the Xyleme platform.

Taxonomy Classification system used to organize related terms/items. Used in XY Platform to organize metadata tagging terms and classifications.

Template category A group of templates that can be used to organize and make templates available to select users.

Template Manager The feature in Studio Editor that allows an administrator to organize and make templates available to all or select users.

User Type The primary function of a user. The main user types are

 Reviewer

 Contributor

 Editor

 Editor - Admin

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Web Course Authoring model in Studio Editor for creating online courses.

Web Publisher The publishing service used to transform content authored in Studio into responsive HTML online outputs (Online Course, Performance Support).

Word Import Profile mapping existing styles in a Word document to Studio elements

Word Template File A file used by Print Publisher to produce Word or PDF documents that correspond to your company's branding specifications.

Workflow A series of activities necessary to accomplish a task or deliverable. Frequently used at XY in reference to the content development life cycle.

XML Slide The Editor element used to author a PowerPoint or HTML-based presentation slide

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Index Review Sessions end a Review Session, 426

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