EXPERIENCE USER GUIDE

GALLERY

Things to Remember

Here are a few basic terms that will help you navigate through KODEX Content Management System.

EXPERIENCE

KODEX has five available interactive Experiences: Timeline, Carousel, Mosaic, Grid, and Gallery.

COLLECTION

A Collection is the series of content that makes up your interactive Experience
(i.e. Birds of Indiana).

SECTION

A Section of Content serves as an individual moment of the Collection.

Your Dashboard

Once you have logged into your account, you will be redirected to this screen: Your Dashboard. As you will notice, all five available KODEX Experiences are displayed here. The Experiences you have purchased will be in an active state.

To begin adding or managing your Collections, click on one of your active Experiences. From here, you will be able to add, edit, and delete your Collections.

DASHBOARD OVERVIEW

On your Expanded Dashboard, you will see all of your existing Collections within a given Experience.
From here, you will be able to:

  • Select a Collection to view/edit its content

  • Delete a Collection from an Experience

  • Add a new Collection within an Experience

  • Download a Collection Content Template

  • Create a Blank Collection

  • Upload a Collection Content Template

Add/View a Collection

There are two different ways you can add a new Collection. You can upload Collections by creating a blank template or uploading a Collection template (spreadsheet). Blank templates are used for small implementations.

See below for Step-by-step instructions.

If you want to add content a little bit at a time, creating a blank template will be the best fit for you. If you want to upload mass amounts of content, downloading the Collection Content Document will be the best fit for you.

CREATE A BLANK COLLECTION

  • Once you have selected an Experience, click the “Create a Blank Collection” button

  • Give your Collection a Title

  • To add Content, click on the “Add a Section” button.

UPLOAD A COLLECTION TEMPLATE

  • Once you have selected an Experience, click on the “Upload Collection Template” button

  • Follow the steps within the wizard to set up your Collection

    • Give your Collection a Title

    • Upload all Media for your Collection

    • Upload your completed Collection Content Template (spreadsheet)

Add/Edit a Section

When adding sections of content in a Gallery Experience, there are three types of content available: text boxes, image boxes, and video boxes.

ADD NEW SECTIONS OF CONTENT

  • Select the type of content you wish to add by clicking one of the buttons on the bottom right side of the screen labeled: “Add Text Box,” “Add Video Box,” or “Add Image Box.”

  • You will then be prompted to provide relevant information for your Section of Content (varies depending on type of content chosen). However, each type of content will have an associated category. You can either select an existing category or add a new category.

  • After all required fields are completed, click “Save & Finish.”

ADDING A NEW CATEGORY

  • On the left panel (Collection Details), click the “Edit Collection Settings” button at the bottom of the left side of the screen.

  • Locate the section for “Categories.” Below it, you will be able to view all Categories within the Collection. This may prove beneficial as a means of keeping consistency in naming conventions. 

EDITING A SECTION

  • Locate the Section of Content you wish to edit on the Collection Home Page, and click the edit icon.

  • The next screen contains the title, description, and all Media currently included in that Section of Content. From here, you can delete any unwanted Media and upload new Media.

  • Click “Save & Done.” If you wish to exit without saving, click “Cancel.”

EDITING IMAGE FOCAL POINT

  • Click on the “Edit” (pencil icon) on any image to edit the focal point.

  • Click and drag on the blue circle to adjust the focal point.

  • Check the preview image below to confirm that you have placed the focal point in the correct position.

  • Click “Save” when you are done.

Edit Collection Settings

The Gallery Experience is built for large format displays, which allows multiple people to interact with the content. Due to these multiple interactions, the CMS provides a method for controlling the audio on video files. 

For an optimal experience, it is suggested that the audio is turned “off;” which is the default setting when you upload a Gallery Collection. However, you have the ability to change this setting at anytime by following the steps listed below.

EDITING AUDIO CAPABILITIES

  • On the left panel (Collection Details), click the “Edit Collection Settings” button at the bottom of the left side of the screen.

  • Locate the audio toggle, and switch it to “on” or “off” based on your preference.

  • You can assign Locations by clicking the dropdown menu and then selecting the Location Names you want the Collection to be assigned to. If you do not see the Location you want, go back to the Dashboard and add the desired Location within “Settings” at the bottom of the screen.

  • Click “Save & Finish” when you are done.

VIEWING CATEGORIES

  • On the left panel (Collection Details), click the “Edit Collection Settings” button at the bottom of the left side of the screen.

  • Locate the section for “Categories.” Below it, you will be able to view all Categories within the Collection. This may prove beneficial as a means of keeping consistency in naming conventions. 

Edit Screensaver

  • On the Screensaver main screen, click the button labeled “Edit Screensaver Message.”

  • A pop-up will appear, asking “How would you like to create your screensaver?” In order to add images from your Collection, click on “Select images from the Collection.”

  • This will take you to a scrollable box that houses all images within a collection. Click on the images you wish to use in your screensaver. When selected, images will appear highlighted. Click “Next” when finished.

  • Create a title for the screensaver, and click “Save & Finish.”