Contents
- The focus of this guide
- Checking and printing the summary posters
- Publishing the ePosters to the showcase
- The focus of the next guide (onsite preparations and set-up)
Go to Event Admin Support Page
The focus of this guide
This guide covers the third of the key stages involved in setting up and managing an ePoster event in Learning Toolbox:
- Setting up an event and inviting authors
- Monitoring and supporting your authors
- Printing summary posters and publishing ePosters
- Onsite preparations and requirements
- Setting up next year’s event
You should start this stage when you are ready to start checking and printing the summary posters for your event and/or publishing the ePosters
Checking and printing the summary posters
Learning Toolbox creates a printable summary poster for each ePoster. These summary posters were previously called mini-posters due to their small size. Onsite conferences often use the printed summary posters to give the ePosters a high profile onsite, as well as providing delegates with an easy way to browse, open and explore the interactive ePosters.
The next two sections explain how you can check and print the summary posters.
If you want to see how the summary posters are used by onsite conferences then watch this 3 minute video showing different ways that conferences set-up the ePosters onsite.
Consider changing the colours to match your branding
If you have not already done so then you may want to consider changing the default colours used for the ePoster stacks (and summary posters) in Learning Toolbox so that they match your own branding.
The Branding section of the Setting up your domain guide explains how to do this.
Checking that your authors’ summary posters are ready for printing
Your authors are able to indicate on their ePoster that it is ready to print and ready to publish. They see this view when they first open their stack and are in the summary view. If they mark their ePoster as ready but there is key information missing from their ePoster (e.g no summary text or summary image) then they will see a warning message onscreen telling them about this, as explained in this FAQ answer for authors.
When the author clicks on ready for printing and ready to publish then it changes the stage that their ePoster appears in your author workflow view.
To see which ePosters’ summary posters are marked as ready for printing you should go to the workflow view:
1. Go to the Event Management, choose your Event,
2. Open the Participating Authors tab to see the workflow view.
3. Then click on stage 5 to select this stage. The list that appears below the workflow will then contain all the records where the author has marked the ePoster as ready to print.
4. The summary box in an ePoster record gives you a quick way of seeing if the author has filled in the information required to create their summary poster. If the summary box includes a description and an image then the author has provided the two most important parts of the summary poster. If the author has not added an image then when their summary poster is generated then Learning Toolbox will use the showcase banner image for this event as their summary poster image. If the author has not added a description or summary text then Learning Toolbox will use the default summary poster text for this event on their summary poster.
5. If you want to create and check the summary poster file in more detail, then click on the Generate Poster button. This will make the summary poster as a PDF file and save it to the Downloads folder on your computer.
6. If you are happy that the summary poster is ready then click on the Ready for printing button. This will move this record to the next stage in the workflow.
7. If you do not think it is ready then you should click on the Not ready to print button, which will move it the record back one step (to stage 4) in the workflow. Please note that this does not notify the author. You may want to take a note of the author’s email address before marking it as not ready, so that you can email them later to explain what they need to do. Alternatively you could wait until you have checked all the records and then export the list of authors still left in stage 4 so you can then email those authors to explain what they need to do.
8. Some authors forget to mark their ePoster as being ready to print. So we recommend that you also select stage 4: Develop stack and check the records in this stage. You will probably find that some of these ePosters are actually ready to print.
9. In stage 4 you can also check the summary poster and confirm if it is ready for printing
10. If it is not ready then just move to the next record to check that one.
You might now want to email theses authors to ask them to correct whatever is missing. In your email you may find it useful to point them to the FAQ Page section about summary posters.
11. You can export all the records in the selected stage by clicking on Export to CSV. The CSV file will contain all the key information about the records including the author email addresses. So you can use this to get the list of email addresses of everyone in stage 4 so that you can contact them about their summary poster not being ready.
Generating and printing the summary posters
You can either download the summary posters one by one for printing (by clicking on the Generate Poster button in each ePoster’s record) or you can email our Helpdesk at support@stack.services) to ask us to send you a PDF file of all the completed summary posters. We will generate and send you one PDF file for each 100 summary posters in your event – so if you event has 460 ePosters – then we will send you 5 PDF files.
The ability for you to create these compiled PDF files of the completed summary posters is something we are working on adding to the system, but it is not in the live version yet, which is why you currently need to contact us if you want the combined files.
The summary posters are designed at A5 page size, although some conferences choose to print them in larger sizes (A4 or A3). So please check that your printer is set to the correct size when it prints them. We recommend printing on thicker than average paper and offering the authors the chance to pick-up their summary posters to take home with them at the end of the conference. This increases the life and value of the summary poster. We know some authors choose to display their summary posters at their workplace, which works both to promote their work and your event/association.
Publishing the ePosters to the showcase
The showcase is the website on which all your ePosters can be browsed, searched, opened and explored.
The Getting started – Setting up your domain guide contains more information on setting up your showcase as well as links to an example showcase that you can explore.
Consider changing the colours to match your branding
If you have not already done so then you may want to consider changing the default colours used for the ePoster stacks’ summary box title bars, label, session, category and tags so that they match your own branding.
The Branding section of the Setting up your domain guide explains how to do this.
Is your showcase edition set-up?
1. When you created your event you will have already chosen the showcase edition to which you want the event ePosters to be published. You can check which showcase edition your event is linked to (and change this if necessary) in the Event Details area. Remember to Save the Event if you make a change.
2. If needed, you can review and change the showcase edition settings (including showcase icon, showcase banner and welcome text) in the domain showcase area. See this section in the domain set-up guide for more information.
Publishing the ePosters to your showcase edition
Your authors can mark their ePoster as ready to publish, but you have to confirm that it is ready to publish before it will appear on the showcase. If they mark their ePoster as ready to publish but it has no content then they will see a warning message onscreen telling them about this, as explained in this FAQ answer for authors.
To see the ePosters your authors have marked as ready to publish you should go to the workflow view:
1. Go to the Event Management, choose your Event
2. Open the Participating Authors tab
If your event is online only and/or you are not using any summary posters then you should follow the steps described below, but instead of selecting stage 7 then you can select stage 5 and publish the ePosters direct from that earlier stage without needing to do the printing check first.
3. Click on stage 7 to select it. The list of records below the workflow will be the records that have been already approved for printing by you and marked as ready to publish by their authors.
4. Click on the ePoster’s title bar in a record to open and preview the ePoster.
5. You can also open the ePoster in its summary view in a new tab, which gives you access to the editor if you need to make changes to the ePoster yourself.
6. If the ePoster is ready to publish then click on the Publish to Showcase button. Once you have chosen this then the ePoster is immediately published to that showcase edition.
7. If you do not think the ePoster is ready then you should click on the Not ready to publish button, which will move it one step back in the workflow. Please note that this does not notify the author. If you want to email the author to explain what is wrong, then copy the author’s email address before marking the ePoster as ready. You can also use the Admin Notes area to make a note for yourself of what is wrong with this ePoster. You may find that note useful when you return later to recheck the ePoster.
Some authors might not remember to mark their ePoster as being ready to publish. So it is also worth reviewing the ePosters that are in earlier stages since it is likely some of these are actually ready. You can publish ePosters to the showcase from stage 4 onwards.
Once you have finished doing your checks on publishing in all the relevant stages then you should have a set of ePosters published to the showcase and their records moved to the Publish stage.
The remaining records will be left in an earlier stage (4 or 6) because you have not judged the ePoster to be ready.
You can use the Export to CSV button to export the records from any earlier selected stage. The CSV file will contain all the key information about the records including the author email addresses. So you can use these exports to get the list of email addresses of everyone in stages 4 and 6 so that you can contact them about their ePoster not being ready.
Bulk publishing (optional)
There is a Bulk actions option that allows you to publish all ePosters from the selected stage. If you use this option then you would not be checking each ePoster individually. We only recommend using that option if you are happy to entirely pass on the responsibility for checking to the authors themselves – so that if they have marked it as ready then you can assume they are happy with it.
Checking your showcase edition is visible and is the default view
Now that you have published all your ePosters to your showcase edition, then you should make sure that your chosen showcase edition is both visible and is the default view.
This ensures that when people go to your showcase website address, they will see this showcase edition and its ePosters. They will still be able to move to other visible showcase editions by picking the edition they want from the drop-down menu that appears at the end of the search box.
To check your showcase edition:
1. Go to the Domain Showcase admin area
2. Look at the two icons next to your chosen showcase edition. They should be showing as default and visible. You can change the setting by clicking on the icon.
3. You can also check your showcase by clicking on the Go to Showcase button. Please note that since you are signed-in as an administrator then you will be able to see hidden showcase editions when you view the showcase. If you want to check what your viewers will see then open your showcase webpage in an incognito browser window (so that you are not signed-in to Learning Toolbox).
Congratulations, you have now published your ePosters to the showcase.
The focus of the next guide
This next guide covers the fourth key stage involved in setting up and managing an ePoster event in Learning Toolbox:
- Setting up an event and inviting authors
- Monitoring and supporting your authors
- Printing summary posters and publishing ePosters
- Onsite preparations and requirements
- Setting up next year’s event
The guides are all accessible on the Event Admin Support Page. You can also get to that page from the Event Management area of the Admin Screen as shown below:
