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CNHI SmugMug Reference Guide This document provides an overview and reference guide for the CNHI SmugMug customized sites. It includes instructions on uploading photos, creating and arranging galleries and folders, administering the Featured Galleries and Photo Categories sections on the SmugMug home page, working with individual photos within galleries, sharing photos to Facebook and embedding slide shows. This document also provides instructions for working with ReaderSubmitted photos. May 27, 2014 V1

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CNHI  SmugMug  Reference  Guide    This  document  provides  an  overview  and  reference  guide  for  the  CNHI  SmugMug  customized  sites.    It  includes  instructions  on  uploading  photos,  creating  and  arranging  galleries  and  folders,  administering  the  Featured  Galleries  and  Photo  Categories  sections  on  the  SmugMug  home  page,  working  with  individual  photos  within  galleries,  sharing  photos  to  Facebook  and  embedding  slide  shows.          This  document  also  provides  instructions  for  working  with  Reader-­‐Submitted  photos.  

May  27,  2014  V1  

08  Fall  

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Table  of  Contents  

Overview  .......................................................................................................................................................  2  

Navigation—Visitor  View  of  Photos  Home  Page  ............................................................................................  2  

Log  in:  ............................................................................................................................................................  2  

Navigation—Logged  In  View  ..........................................................................................................................  3  

Uploading  Photos  ..........................................................................................................................................  3  Working  in  the  gallery  .............................................................................................................................................................................................  7  

Create  Button  ................................................................................................................................................  9  

Organizing  your  site  .....................................................................................................................................  10  

Home  Page:    Customize  Button  ....................................................................................................................  12  Featured  Galleries  ...................................................................................................................................................................................................  12  Ad  Positions  ...............................................................................................................................................................................................................  15  Photo  Categories  ......................................................................................................................................................................................................  16  Photos  Keywords  .....................................................................................................................................................................................................  17  Recent  Photos  ...........................................................................................................................................................................................................  17  Publishing  changes  to  your  home  page  .........................................................................................................................................................  18  Sharing  to  Facebook  ....................................................................................................................................  19  

Embedding  a  Slide  Show  ..............................................................................................................................  20  

Account  Settings  ..........................................................................................................................................  21  Me  ...................................................................................................................................................................................................................................  23  Privacy  .........................................................................................................................................................................................................................  24  Discovery  ....................................................................................................................................................................................................................  25  Stats  ...............................................................................................................................................................................................................................  26  Business  .......................................................................................................................................................................................................................  27  

Profile  .........................................................................................................................................................  30  

Logging  Out  .................................................................................................................................................  32  

Reader-­‐Submitted  Photos  ............................................................................................................................  33  Reader  Uploads  ........................................................................................................................................................................................................  33  Working  with  Reader-­‐Submitted  Photos  ......................................................................................................................................................  35  Commonly  asked  questions  about  Reader-­‐Submitted  Photos:  ...........................................................................................................  35  Getting  help  with  your  SmugMug  site  ..........................................................................................................  36                    

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Overview    Your  SmugMug  site  has  been  customized  to  provide  home  page  features  like  Featured  Galleries,  Photo  Categories,  Photo  Keywords,  Recent  Photos  and  two  sponsor  positions  above  the  fold  on  all  visitor  pages.  Your  site  is  built  in  responsive  design,  including  ecommerce  capability.    Two  300x250  ads  are  built  into  the  template  as  content  blocks,  displaying  on  the  right-­‐hand  side  of  the  page.    When  you  are  logged  in  and  working  on  your  home  page,  you  will  see  one  of  the  ad  spots  under  the  Featured  Galleries  and  another  at  the  bottom  of  the  page.    This  is  where  they  must  be  to  display  properly  on  mobile  devices.      ***IMPORTANT!***  Do  not  delete  content  blocks  from  your  home  page,  move  the  ad  positions,  or  change  custom  display  settings.      

Navigation—Visitor  View  of  Photos  Home  Page    

     

Log  in:    Click  the  “Log  In”  link  at  the  bottom  of  the  Photos  Home  Page  and  use  your  assigned  email  address  and  password  to  log  in.  

   

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Navigation—Logged  In  View      

   On  the  left-­‐hand  side  of  the  page  you  will  see    four  links:  Upload,  Create,  Organize  and  Customize.  On  the  right-­‐hand  side  you  will  see  a  drop  down  menu  with  links  for  “Home  Page,  Account  Settings,    Profile  and  Account  Settings.    

Uploading  Photos    Click  on  “Upload”  in  the  top  navigation  when  you  are    logged  in.    Select    “To  New  Gallery”  or  “To  Existing  Gallery.”      

                 Fill  in  the  gallery  name  and  description.      Select  “Public”  if  you  want  the  gallery  to  be  available  your  site  visitors.    ***IMPORTANT!***    Two  custom  “Quick  Settings”  have  been  set  up  for  your  galleries.  You  MUST  select  either  “Newspaper  Photos  For  Sale”  or  “NO  SALES-­‐Reader  Photos  Getty  AP  etc.”  when  you  create  a  new  gallery.  This  will  ensure  that  newspaper  and  reader  photos  are  protected  and  that  visitors  can  buy  newspaper  photos  but  not  reader  photos.        

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   Select  the  folder  where  you  want  the  gallery  to  live.    Hint:    If  you  are  going  to  upload  to  a  new  folder,  it  is  helpful  to  create  the  folder  first.    (Covered  under  “Create”  and  “Organize.”  )  You  can  always  upload  the  gallery  to  a  folder  that’s  already  been  created  and  then  move  it  to  a  new  folder  later.  (Covered  under  “Organizing”)    Click  Create.    

     

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Upload  your  photos.    Click  Done.      

     You  can  eliminate  any  duplicates  during  this  process.      

       

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When  all  photos  have  uploaded,  click  “Done”  to  open  the  gallery.    

   

     

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Working  in  the  gallery    You  can  make  changes  to  the  photos  in  the  gallery  by  using  the  tools  in  the  lower  right  corner.    You  can  also  download  the  photo  by  clicking  on  the  down  arrow  under  the  photo.      

       

     

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Add  title,  caption,  and/or  keywords  by  clicking  on  the  link  under  the  large  photo  in  the  gallery.    If  you  have  already  added  these  in  another  program,  they  will  import  with  your  photos.      

       

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Create  Button  

   You  can  use  the    “+Create”  button  to  create  a  gallery,  folder  or  page.    You  can  also  create  a  gallery  by  uploading  to  a  new  gallery,  as  noted  in  the  “Upload”  section.    Additionally,  you  can  create  galleries,  folders  and  pages  on  the  “Organize  Site”  page.      If  you  do  create  a  gallery  directly  from  this  link,  make  sure  you  select  the  proper  quick  settings.    

     

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Organizing  your  site      Click  on  “Organize”  at  the  top  of  any  page  when  you  are  logged  into  your  site.    

       The    Organizer  is  your  central  command    for  your  SmugMug  site.  This  is  the  place  you  can  do  all  your  creating,  arranging,  sorting,  deleting,  captioning,  keywording  and  more.      On  the  left  side  of  the  Organize  page  is  a  complete  list  of  all  your  folders  and  galleries.    Use  drag  and  drop  to  rearrange  galleries  within  folders,  to  move  galleries  and  folders  into  other  folders,  etc.    You  can  “select  all”  or  select  one  or  more  items  by  clicking  on  them.      You  can  create  galleries,  folders  or  pages  by  clicking  on  the  “Create”  button  above  the  list  of  folders.    Click  “Done”  in  the  upper  right  corner  when  you  are  finished.      

     

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 Click  through  to  a  gallery  to  access  tool  icons.  You  can  take  the  following  actions:    Settings    Control  the  settings  at  each  Folder,  Gallery,  or  Page  level  by  highlighting  the  page  type  title  (or  thumbnail)  that  you  wish  to  work  on.  The  Settings  box  opens  as  an  overlay.    If  you  selected  either  “Newspaper  Photos  For  Sale”  or  “  NO  SALES-­‐Reader  Photos  Getty  AP  etc.”    you  should  not  have  to  change  settings.    You  can  access  Quick  Settings  from  here,  or  set  up  new  settings  if  necessary.    

Open  your  image  Full  Screen  to  see  the  photo  and  add  title,  caption  and  keywords.    

Open  your  Image  Tools  Menu    to  rotate,  crop,  etc.        

   

Download  your  image  or  gallery    

Delete  allows  you  to  delete  the  Folder,  some  or  all  galleries  within  the  folder,  or  individual                  images  from  a  gallery.  Highlight    those  you  wish  to  delete,  then  click  the  trash  can  icon.    

 Click  “Done”  when  you  are  finished.      

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Home  Page:    Customize  Button    Click  “Customize”,  then  “Customize  Site.”    Make  sure  the  “Homepage”  bar  on  the  right  is  highlighted  in  blue.        

     

Featured  Galleries    

   Mouse  over  the  “Featured  Galleries”  header  to  bring  up  the  blue  tool  bar.        

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 Click  on  the  “wrench”  to  bring  up  the  Galleries  menu.      

         

       Click  on  the  “Select  From”  menu  to  select  “Galleries  I  Choose.”    Other  options  include:  Recent  Galleries,  Folder,  Current  Location,  and  Top  Level  Galleries.      

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   Click  in  Galleries  to  pick  the  galleries  you  want  to  feature.      You  are  not  limited  on  the  number  of  galleries  you  can  feature.    Hint:  Click  the  galleries  in  the  order  you  want  them  to  appear  on  your  home  page.    

   To  “unfeature”  a  gallery  use  the  same  procedure  and  deselect  the  gallery.        

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Ad  Positions      

   You  will  see  two  ads,  one  under  the  Featured  Galleries  and  one  at  the  bottom  of  the  page.    Our  customization  requires  that  they  be  here  so  that  they  work  in  responsive  design  on  mobile  devices.  Do  not  delete  or  change  the  ads.        

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Photo  Categories    

   Use  the  wrench  on  the  blue  tool  bar  to  pull  up  the  Folders  menu.    Use  the  “Select  From”  menu  to  choose  where  to  find  the  folders  you  want  to  use.      

     

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Click  on  Folders  to  select  the  folders  you  want  to  use.    Hint:  Click  the  folders  in  the  order  you  want  them  to  appear  on  your  homepage.      

   

Photos  Keywords    The  more  keywords  you  add  to  your  photos  the  easier  it  is  for  your  visitors  to  find  the  photos  they  are  looking  for.      

Recent  Photos    Use  the  wrench  on  the  blue  tool  bar  to  pull  up  the    Multiple  Photos  menu  and  choose  from    Recent  Photos,    Popular  Photos,  photos  from  a  single  gallery,  or  other  options.    

   

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Publishing  changes  to  your  home  page      When  you  have  finished  customizing  your  home  page,  click  “Done”  in  the  upper  right  corner.      

     This  will  bring  up  a  page  for  you  to  verify  if  you  want  to  publisher  your  changes,  save  them  for  later  or  discard  them.      If  you  click  on  “Save  For  Later”  no  changes  will  display  to  your  readers,  but  the  next  time  you  click  on  “customize”  you  will  see  the  page  with  the  saved  changes.    If  you  click  on  “Discard  Changes”  none  of  your  changes  will  be  saved  and  your  home  page  will  revert  to  the  previous  display.    

   

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Sharing  to  Facebook    To  share  to  Facebook,  click  the    “Share”  button  under  a  photo  in  a  gallery.    #1  below.  Then  click  “Share  to  Facebook.”  #2  below.    

     

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Embedding  a  Slide  Show    To  embed  a  slide  show,  click  on  the  “Share”  button  under  a  photo  in  a  gallery.  #1  above.  Then  click  on  “Show  Off.”    #3  above.    This  will  take  you  to  a  slide  show  page.    You  can  cick  on  the  “Copy  Embed  Code”  button  to  generate  the  code  to  paste  into  Zope.      Specific  instructions  are  available  here:  http://cnhionline.com/?p=1051      

     

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Account  Settings    Click  on  the  Profile  icon  at  the  top  right  of  any  page.      Click  on  “Account  Settings”  

     Under  Account  Settings  you  will  see  3  Columns.    Column  1  lists  the  categories  of  settings.    Column  2  shows  the  subcategories  available  in  each  category.    Column  3  shows  the  individual  settings  available  within  each  subcategory.      When  you  have  finished  working  in  Account  Settings,  either  click    “Cancel”  to  discard  changes  or  click  “Save  and  Exit”  to  save  changes.  (  Number  4)    

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Me    Under  Me  >  Account    ****DO  NOT  CHANGE  YOUR  CUSTOM  DOMAIN***  Do  not  change  your  email  address  or  password.    If  you  must  change  your  email  address  and/or  password,  you  MUST  notify  Candy  Olson,  [email protected]  .      

       

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***DO  NOT  CHANGE  SUBSCRIPTION  INFORMATION”””    

   

Privacy    ***DO  NOT  CHANGE  ANYTING  IN  THE  PRIVACY  SETTINGS***    

       

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Discovery    There  is  no  need  to  change  anything  in  the  “Discovery”  category.    You  may  add    Homepage  Meta  Description  and  Homepage  Meta  Keywords  under    Discover  >  Settings.        

     

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Stats    You  can  click    “Details”    under  Photo  Views  to  get  information  on  galleries  and  individual  photo  views.    Remember  that  Photo  Views  are  NOT  the  same  as  Page  Views.    You  will  have  many  more  photo  views  than  pageviews.                

     

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Business    Business  >  Branding    The  only  things  you  need  to  do  on  this  page  are:    Make  sure  you  upload  a  logo  under    Business  >  Branding  >  Printing  >    Order  Branding      Enable  and  set  up  your  Backprinting  Business  >  Branding  >  Printing  >  Backprinting      

       

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Business  >  Selling    Business  >  Selling  >  Sales  History  You  can  review  your  sales  information  and    download  information  into  a  spreadsheet.      Business  >  Selling  >    Pricelists  You  should  not  change  pricelists.    If  you  want  to  change  something  in  your  pricing,  contact  Candy  Olson  [email protected]      Business  >  Selling  >  Coupons,  Packages,  Events  You  can  create  coupons,  customized  photo  packages  and  create  events.    

       

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 Business  >  Getting  Paid    There  is  no  need  to  change  anything  on  this  page.      The  CNHI  Corporate  Accounting  Department    has  set  up  your  tax  and  sales  tax  information.    Do  not  change  it.    If  you  find  anything  you  feel  is  inaccurate,  contact  the  corporate  accounting  department.      

     

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Profile    Click  “Profile”  in  the  upper  right  navigation.        

 Under  Profile.,  you  can  click  on  “ABOUT  ME.”      Do  NOT  change  the  email  address.    If  you  have  to  change  it  for  some  reason,  you  must  notify  Candy  Olson  and  provide  the  new  email  address.      You  can  upload  a  small  logo  or  other  photo/icon  to  use  as  your  profile  picture.    

   

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 Under  “Profile”  you  can  click  on  “SOCIAL”  and  add  in  your  Social  accounts.    

       

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Logging  Out      Log  out  by  clicking  “Log  Out”  in  the  drop  down  menu  of  the  upper  right    navigation.    You  should  always  log  out  when  you  have  finished  working  in  SmugMug.      

     

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Reader-­‐Submitted  Photos  

Reader  Uploads    Readers  can  click  on  the  “Share  Photos”  link  in  the  upper  right.        You  can  also  link  directly  to  the  “Upload  Photos”  page.      

   

 *  =  a  required  field        

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   The  upload  page    lives  in  the  “Upload”  Gallery  in  one  of  your  “Do  Not  Delete”  folders.      

     When  reader  photos  are  uploaded,  they  go  into  the  “Upload  Gallery”  in  one  of  your  “Do  Not  Delete”  folders.    

   ****IMPORTANT!!****  For  your  Reader-­‐Submitted  Photos  to  work  correctly  DO  NOT  DELETE    OR  REARRANGE  THESE  GALLERIES!!!    

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Working  with  Reader-­‐Submitted  Photos    The  Upload  Gallery  is  unlisted.    Only  you  can  see  the  photos  in  the  gallery  and  only  when    you  are  logged  in.    To  move  the  the  photos  to  a  public  gallery,  open  the  Upload  Gallery,  then  drag  and  drop  the  photos  into  the  appropriate  Reader-­‐Submitted  Gallery.    You  have  several  pre-­‐populated  folders.    You  can  also  create  your  own  folders  with  different  titles  under  the  Reader-­‐Submitted  folder.      

 

 

Commonly  asked  questions  about  Reader-­‐Submitted  Photos:    Q.    Are  these  photos  automatically  made  public?  Can  people  see  these  photos  as  soon  as  they  are  uploaded?    A.  No.    Reader-­‐Submitted  photos  are  uploaded  to  a  non-­‐public  gallery.    No  one  can  see  them  until  you  actually  look  at  them  and  move  them  to  a  public  folder.      Q.  Can  someone  upload  something  that  crashes  my  site?  A.  No.    Readers  can  only  upload  jpgs.  If  they  try  to  upload  anything  else,  they  will  receive  an  error  message.    Your  photo  site  actually  sits  on  SmugMug’s  servers  so  it  wouldn’t  crash  you  newspaper  site  anyway.      Q.  What  rights  do  we  have  to  use  the  Reader-­‐Submitted  photos?  A.    You  can  use  the  photos  online,  in  print,  or  any  other  format.    You  MAY  NOT  sell  the  photos.          

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Getting  help  with  your  SmugMug  site    SmugMug  has  extensive  documentation  at    http://help.smugmug.com.    They  also  have  live  chat  support  during  most  business  hours.  Look  for  the  Chat  button  .    This  is  the  fastest  way  to  get  answers  and  help  with  standard  functionality  questions.        If  you  need  help  regarding    the  customization  of  your  site,  you  can  send  an  email  to  Candy  Olson  [email protected]    or  to  [email protected].