Site Editing Guide
0. Logging in
So, you’ve been given a log in for WordPress and you want to get started. But how to start? The first step is to log in. At the time of this guide’s writing, the login link can be found at the bottom of the home page. Click the image below to see it larger, and click anywhere outside the expanded image to close it again.
You’ll now see a login prompt. Enter your username and password. Check the “Remember Me” box if this computer is used only by you and people you know and trust. Then click “Log In”. Now you probably see the dashboard page, from which you can access any site editing function available to you. Many of those functions are shown in other parts of this guide.
1. Adding media files to the library
On the dashboard page, hover over the “Media” menu item. You’ll get a pop-up menu. Select “Add New.”
You’ll find yourself on a dedicated page for uploading new media. We (will) have a lot of media files, so it’s important to categorize them. To do this, select the appropriate categories in the “Att. Categories” menu before uploading your file(s). You can select as many categories as are appropriate. Note that if you select a category that is contained within another category, the image will be found if someone searches for files within that “parent” category.
If you find that the category you want doesn’t exist:
It’s time to create the category. Start by selecting “Att. Category” in the Media submenu, already open in the dashboard menu on the left side of the window.
In the new page that comes up, give the category a name (1). Also create an intuitive slug (2), following the guidelines below the text entry box for what a slug should look like. If the category should be part of a larger category, select that category as the “Parent” (3)*. A description is optional. Finally, click “Add New Att. Category” to create the category.
* If the parent category doesn’t exist, create it first in the same way as described above, then create the “child” category.
Once you select the appropriate category/categories for the media file to be in, those categories will stay selected until you close the window or change your selection. You are now ready to upload files. Drag and drop the file(s) into the section of the window that says “Drop files here”. You can drag and drop many files at once to upload them all simultaneously.
As each file is uploaded, you will see a status bar showing the upload progress.
If the upload is successful, the status bar will change to an “Edit” link. That link leads to a new page, from which you can edit the file caption, alt text, description, categories, or even permanently delete the file.
If the progress bar did not change to an “Edit” link, there was a problem with the upload. You can probably see an error message at the top of the page. Contact David Gutschick.
2. Adding an image to a page/post
Look at the guide for uploading it to the media library in WordPress. Do not attempt to upload it through the “Add Media” dialogue within the post/page editor. This will make it more difficult to find in the future. You can add many images very efficiently through the approved method.
If the image is already in the media library:
In the post/page editor window, click the “Add Media” button above the text entry box.
You’ll get a dialogue prompting you to select the media file to add to the post/page. To see only images within a particular category, click the arrow by “All Att. Categories” and select the category you want to see.
To select a particular image, just click on it. You’ll see a checkbox appear on the upper right corner of that image (1). You can change the dimensions at which the image is displayed by using the “Size” menu in the lower right corner of the dialogue window. If the image is large enough that you’d like to allow visitors the option of seeing it expanded (see this effect by clicking on any image in this guide), make sure that the “Link to” menu has “Media file” selected (2). Finally, click “Insert into post” (3).
If you wish to change some characteristic of the image, click on the image in the editing window. A menu will appear above it.
You can hover the mouse over a button to see what it does. Clicking the alignment buttons will change the horizontal alignment of the image. Clicking the “Edit” button will bring up a new dialogue that will let you edit attributes of the image, or replace it entirely. Clicking elsewhere in the editing window will dismiss the menu.
3. Creating image galleries
In WordPress, galleries are the way to add multiple images to a single location in a post or page. If you just want to add a single image to one part of a post and another image somewhere else, you don’t need a gallery. If you want to add 2+ images in one location, you’re looking at the right topic.
To create a gallery, you have to be on the dashboard (shown below), not in the post/page editing window.
You’ll use Unite Gallery to create a gallery. Hover over the dashboard menu item with that name. When the sub-menu opens, click on galleries. Note that Unite Gallery is very different from Gallery, another top-level menu item in the dashboard.
After clicking on Galleries, you’ll arrive at the gallery list page. Click to Create New Gallery.
You’ll get a popup dialogue asking you what type of gallery you want to create. This is the only setting about a gallery that you can’t take back. Make sure you’ve chosen the right gallery type before clicking. You can see the different gallery styles by following this link to the site of the plugin creator. I suggest Tiles – Justified for galleries in which you want visitors to see medium-sized versions of all images at once, with the ability to click on a particular image and enlarge it. If you want visitors to see one larger image at a time with buttons to display the previous/next image, I suggest Slider. For this guide, I will be creating a gallery using justified tiles.
Give the gallery a title (1). Give the gallery a simple, memorable alias without spaces(2). Select a category of images(/videos?) for the gallery to display, or Add New Category (3). If you select a preexisting category, all images in that category will automatically be added to the gallery. If you choose to create a new category, give it a name that will tell future editors what images they can expect to be added to their gallery. Finally, click Create Gallery.
You will now be on a page with many settings regarding the gallery display. One of them is the gallery alias, directly below which you will find the Gallery Shortcode. If you place this shortcode anywhere on a post or page, this gallery will appear there when you publish the post/page. If you change any settings on the gallery settings page, remember to click Update Gallery at the bottom of the page.
Next, you’ll want to click the Items tab at the top of the settings page. Here, you can Add/Delete categories (1) of items to display in the gallery, Add Images/Video (2) to a category, or select items in a category to edit (3).
Adding images looks just like adding images to a post/page. You can select multiple images with Ctrl+click or Shift+click.
In addition to selecting items you want to be in the gallery, you can edit the items. Clicking Edit Item will allow you to change the item title, item description (this is the caption shown in the gallery, when appropriate), and give you the option of creating a custom link to be followed when a visitor clicks on the image.
You can Preview the gallery by clicking on the Preview tab at the top of the window. If you are satisfied with how your gallery looks, insert it into a post/page using the shortcode shown in the Settings tab.
If you need assistance with more detailed configuration of the gallery, contact David Gutschick.