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Working with Scalar for Digital Projects

This is a short introductory guide to using the Scalar publishing platform.

The Dashboard

The Dashboard section of Scalar serves as a control panel. The Dashboard allows you to navigate to the different sections of your Scalar book as well as gain a detailed, comprehensive view of the content.

Learn how to make best use of the dashboard by reading about each of the tabs and their functions. These descriptions are for the upgraded dashboard.

Properties

  • View and edit the title, subtitle, and description of your book
  • Assign the Genre (book, article, project)
  • Make your book URL public or private, allow requests to join your book, and allow other users to duplicate your book
  • Add and order items in the Table of Contents

Editorial

  • Get an overview of your book’s progress through the editorial workflow
  • Quickly change the editorial state of multiple items at once

Note: In order to use the editorial workflow, you must have at least one Editor assigned to the book. Editors can be added within the Dashboard under the Users tab.

Styling

Change basic style elements such as

  • background image
  • thumbnail image, and
  • add custom style or Javascript

Content

  • View all book content in one place—pages, media, paths, tags, annotations, comments, and terms (note: comments will not show up unless you make them visible)
  • Search for items in your book
  • Toggle whether content is visible or hidden
  • View the last date an item was edited and the user who edited it
  • View all past versions

Users

  • Add/remove users
  • Change the role of each user—author, editor, commentator, reviewer, or reader.
  • Choose the order in which users are listed and if they are listed at all
  • Manage bio pages for each user
  • View user contributions

Utilities

  • Import content from another Scalar book, raw Scalar DF-JSON, or CSV (for more information see the Scalar 2 Guide on Advanced Topics)
  • Export your pages and relationships (but not the actual media files) as RDF-JSON or RDF-XML.
  • Use the API Explorer to generate API queries for your Scalar book, grab excerpts to copy over to another book, and get word counts.