Display the content of an HTML file in a page.

Configure the HTML block

1. Block title: Choose a title for your block.

2. Files area: Choose from which files area you would like to select an HTML file:

   • My files: You see all the folders and files that you have created.
   • Group files: You see all the folders and files that you are allowed to publish.
   • Institution files: If you are an institution administrator, you will see institution folders and files.
   • Site files: If you are a site administrator, you will see all site folders and files. Otherwise, you can only see the ones that are in the folder public in the Site files.

3. License information: You see these fields if the site administrator turned on license metadata. Additionally, if you are in an institution, your institution administratormay require you to provide a license.

   • License: Your default license is displayed. You can set your default license in your account settings. You may choose a different license for each individual artefact.
   • Licensor: If you are uploading a file that somebody else created, you can attribute the work to them here and provide their name for example.
   • Original URL: If you are uploading somebody else’s file, provide a link to the original Internet address so that others can go there and view the original file.

4. Upload file: You do not have to go back to your Files area in Content in order to upload a file. You can do so directly from this screen.

5. Folder path: The breadcrumbs show in which folder you are currently.

6. Click the Edit button to change any component of a folder or file, i.e. its name, description and tags. If you have a folder or file included in a page that you submitted for feedback, you will not be able to edit them.

   You can also still select files that have been submitted in another portfolio page.

7. Click into the row that contains the file you wish to display in the block to select it. You only see HTML files.

   When you place group, institution or site files into a page, beware that these files may not be available at some point anymore when the person in charge deletes them.

8. Click Remove if you want to revert your selection.

9. Retractable: Choose whether you want to allow users to reduce the block to its heading on a page or see just the heading only automatically. The options are:

   • No: The block and its content is displayed at all times.
   • Yes: Allow users to reduce the block to just the heading by clicking theRetractable icon .
   • Automatically retract: Only the heading of the block is visible, and the user can click the Retracted icon  to view its content.

10. Click the Save button to accept your changes, or click Cancel to leave the block’s content as it is. Remove is shown only when you place the block into the page for the first time.

11. You can also click the Close button  in the top left-hand corner of the modal window to either remove a newly created block before it is being saved or to cancel any changes and leave the block’s content as it is.

You can change certain aspects of your dashboard, namely the user-specific information, but a lot of what you see is static to allow you to quickly access other parts of Folioz.

Your homepage is your dashboard from which you can access a number of areas in Folioz conveniently.

1. General navigation bar: Move from one area of Folioz to the next. This can be done by having a second-level navigation that is tabbed or a drop-down menu.

2. Your name: Your name is displayed to indicate who is logged in esp. when viewing portfolio pages where the profile block is not visible. This feature is only present when small page headers are not turned on. You can click on it to go to your profile page.

3. Settings: This link gives you access to your account settings and notifications.

4. Inbox: Go to your Folioz inbox to check for new messages. When you have unread messages, the counter displays the number of unread messages.

5. Logout: Link to log out of your current session.

6. Search: Search for users who have an account to view their profile page and check which pages they have made accessible to you. If your site has fulltext search available, you can search for anything on the site using this search box.

   In the User search box you can most often search for users’ display name. Depending on the settings that the site administrator made, you may also be able to search for users’ real name and username. If the site administrator allowed users to hide their real name, you can do so in your general account options.

   To provide you with the most relevant search results, you automatically search only for users within your own institution, but can choose to search for everyone on your Folioz installation on the “Find friends” search page you are taken to.

   If the site administrator turned on exact user search, you need to provide the correct display name or real name in order to find another user.

7. Quick links: These quick links take you directly to certain areas of Folioz.

8. User-specific information: You can customise this area on your dashboard to put blocks there that you want to see every time you log in.

9. Edit dashboard: The Edit dashboard button allows you to jump directly into the edit screen for your dashboard without having to go to Portfolio → Pages first.

10. Personal information: This sidebar block contains static and dynamic information:

    • Your name is linked to your profile page.
    • Your profile picture is linked to your profile pictures page for easy uploading of new profile pictures.
    • If you are a member of any groups, they are displayed here.
    • Pending friend requests and group invitations are displayed.
    • If you tagged artefacts or pages with the tag “profile”, a link to them is placed here.

11. Online users: If this sidebar block is enabled, you see users who have been logged in during the last 10 minutes. Depending on the settings for your institution that the administrator chose, you may see all users, only users from your institution(s) or no users at all.

12. Profile completion: You see this sidebar block if your site or institution administrators turned on the profile completion functionality.

13. Links and resources: List of links to websites or documents that are visible to all logged-in users or the public.

The glossary has two parts. Everybody encounters the basic terms in Folioz. The advanced terms are for people who want to understand more and are especially for institution administrators.

The glossary gives you a very quick definition of a term. Where possible, terms are linked to their primary occurrence in the manual. As terms are interconnected and can appear in multiple places, please refer to the index for further locations or use the fulltext search in the sidebar to search for a specific concept.

Access

Your content is generally protected and private and not accessible to others by default. You put your content into pages and collections. Then you decide to publish your pages and collections for others, groups, or the public.

Access means that depending on the access permissions you give for a page or collection, individuals, members of a group, everyone on your Folioz instance or anybody online can read and possibly also comment on your content if that functionality is enabled.

See also: Share

Account

You have personalized access to Folioz via a login and password. Your account identifies you in the system. Your name (and profile picture) are displayed around the system, e.g. on your profile page, forum posts, portfolio pages etc. You can manage your account in your settings.

Artefact

Artefacts are all types of content that you add to your personal content area, i.e. text, journal entries, pictures, audio files, video files, images etc.

Authentication

Folioz can administer accounts fully internally by creating accounts manually of by CSV file. If account data is stored in external applications, e.g. an LDAP directory, a SimpleSAML identity provider or Moodle, people can use their usual logins and passwords to connect to Folioz. The authentication methods used in an institution are managed in the institution settings byt the site administrator.

Author

In general terms, authors are content creators and have the full rights on their works be it text, audio, video, still images or any other form of expression. If you are not the author of your own artefacts but wish to use somebody else’s work, make sure that you are allowed to do so. If you cannot use their work, you should not put it into your portfolio or use it in groups.

Block

Blocks exist on pages. They contain your artefacts that are displayed in context on a page to make up the portfolio.

Closed topic

A forum topic can be closed for members by the group administrator or forum moderator. The group members can read the topic content, but they cannot reply.

Collection

A collection is a bundle of pages that contain your artefacts. A navigation block or the navigation bar helps to move from page to page in a collection.

Comments

You can ask others and / or friends to comment on your pages and / or collections that you have shared. Comments should be constructive and helpful. They should point out things that you did well and others that you may need to improve by providing constructive suggestions and encouragement for further learning.

The comments area is at the bottom of each page, but can also be turned off by the author of the page or artefact.

Controlled group

Controlled groups are similar to courses in learning management systems. The administrator can place people into the group who then cannot leave it. Usually, the administrator allows the submission of pages and collections to this group for assessment purposes.

Course group

Course groups allow the administrator to assign certain members the tutor role. Tutors can then give feedback on submitted pages and collections if these are allowed, but cannot add or remove people from the group.

Cover letter

Generally, the cover letter is the first page in an employment application and forms part of your résumé. It could be the first page in a collection for an employment or internship portfolio.

CSV file

CSV means ‘comma separated values’ and describes the structure of a text file in which table columns are separated by a comma (or sometimes also semi-colon). You can create a CSV file with your data in a spreadsheet software such as Libre Office Calc or MS Excel. You can use CSV files in Folioz to create and edit accounts and groups as well as manage group members.

Dashboard

The dashboard is your start and overview page after you logged in. You can customize the information you see on your dashboard and for example have access to portfolios shared with you, your notifications, forum topics you are following etc.

Display name

You may not want to use your first and last name around the site and can thus create a display name, i.e. a nickname, if the site or institution administrator allows that. Furthermore, in huge institutions where several members have the same first and last name, the display name can be used to differentiate between them.

Editability of a group

Group administrators can decide if group members should only be able to add content to a group during a certain time frame. This can be useful when a group is course-related and shouldn’t allow the adding of files or conversations after the end of a course. Group administrators and tutors can always add, edit and delete content at all times.

Embed code

You can make content from other websites such as videos, audio, animations and presentations visible in Folioz by linking to it. If the external content can be embedded via an iframe or code that starts with <object> or <embed>, it can usually be displayed in Text or Note block or journal entry. Iframes can also be displayed in the External media block on a page. The site administrator may need to add specific iframes that you wish to embed to the allowed iframe sources.

Exact search

Exact search reduces the number of search results you get for people. Only results that are identical to the search terms will be found. For example, if you search for “james smith” without exact search turned on, your results page lists everyone starting with “james” no matter whether the last name is “smith” or not. If you turn on exact search, only people whose first and last name is “james smith” will be found. There is no need to use quotation marks when searching. Quotation marks are only necessary if you want to search for a display name that consists of two names. You must be a site administrator to turn exact search on or off.

Feedback

See ‘Comments’

Files area

You can use files in different locations: in your personal portfolio, groups, institutions and on the site level if you have access to the latter ones. The site administrator defines the size of the files area. Organise your files area carefully by placing your files into folders and by adding metadata such as descriptions and tags to your files and folders. That makes it much easier to distinguish a file after months from dozens or hundreds of others.

Filter

You can limit your search results to find your search term in tags only when you search shared pages. Furthermore, you can also limit your search for pages that have been shared with you or others.

Forum

Written asynchronous discussions in groups are separated into topics for better organisation and make up a forum.

Forum moderator

Forum moderators can edit forum posts and add posts in closed topics. They can edit forum topics or create new ones in the forum for which they are moderators.

Friend

Friends are your contacts on the site. You can ask other registered people to become your friends. If they agree, you can then invite them into groups or share pages or collections with them. However, you do not have to become someone’s friend to view their portfolio pages or collections. A portfolio author can always share pages or collections with you without making you a friend.

Grading

You can use the submission functionality in groups to lock portfolio pages or collections when giving feedback. Folioz itself does not have a gradebook, but you could still record any grading results in the comment section at the bottom of each page and make it visible only to the author. Some institutions use the rating functionality in the comments section for grading purposes.

For more formal assessments, you can link Folioz to a learning management system. In Moodle for example, you can use the Folioz assignment submission plugin to assess portfolios directly in Moodle using standard Moodle grading options such as outcomes or rubrics.

Group

You can create groups and invite others into your groups to work collaboratively on projects. Groups can use forums for discussions, a group files area for sharing files, journals to reflect collectively and create and share pages and collections. The site administrator can disable the possibility to create groups for regular account holders.

Group administrator

Group administrators define group settings, create new forums and administer group members.

Group homepage

The group homepage is the starting point for activities in a group. You can show the group description, a list of group members, latest forum posts or any number of other blocks.

Inbox

Your inbox is the place where you can access the notifications and messages you received from others or the system. You can decide whether you want to read your messages in your inbox or receive them via email.

Invitation

You can invite any others to your groups if you are the group administrator, or you may be able to invite your friends into groups in which you are a member. The invited people can accept the invitation or reject it.

Institution

A Folioz site can consist of any number of independent institutions in which people and certain institution settings are administered. This allows the use of one Folioz instance for many organisations without the need to install Folioz for each.

Institution administrator

Institution administrators can manage institution settings and account holders. They do not have access to other institutions or settings on the site level.

Institution page

Institution administrators can create institution pages that can be used as examples or templates for institution members. They can be copied automatically into the accounts of new institution members.

Journal

You can collect personal reflections about a topic or learning progress in a journal. It consists of a series of these reflections that you write in individual journal entries. Per default, you have one journal, but you can add more if you enable multiple journals in your settings. You can add journals to pages as a whole, as individual entries or selected based on tags.

You can decide to publish a journal entry so others can see it if it is in a page or keep it as draft for yourself only.

Leap2A

Leap2A is a portfolio standard that is used by a number of ePortfolio systems for data exchange. In Folioz, authors can export their entire portfolio or parts of it as Leap2A file and then have it imported into another Folioz instance or an ePortfolio system that supports Leap2A to continue straight away without having to re-create their portfolio. Since every portfolio system functions differently, a complete one-to-one transfer of information is not possible and in most cases some work is required after the transfer.

License

When you upload content to Folioz, you may need to agree to the upload agreement or specify a license for the content you upload so others know whether it is your own or was created by somebody else. You can use the Creative Commons block if you want to share an entire portfolio page under a Creative Commons license.

Mahoodle

Mahoodle is the term used for connecting Folioz and Moodle for single sign-on and content exchange.

Member

People in an institution are institution members and people in groups are group members.

Message

Messages are sent to you by others. The messages appear in your inbox and can be delivered via email as well.

Moodle

Moodle is a learning management system (LMS) and thus teacher-centred. Courses in Moodle are filled with learning content by teachers. Students get access to the content and can discuss it and are often graded on their performance. Moodle and Folioz can be used in combination. If connected, people only need one account for both systems and can switch between them without a new login. Folioz can be used as personal repository for people, and they can copy their own assignments and course contributions into their Folioz account as artefacts.

Notification

Notifications are automatically created by the system and inform you about new feedback on your pages, new forum posts in groups, new access to others’ pages, and much more. The notifications appear in your inbox and can be delivered via email.

Objectionable material

On any page to which you have access, you might come across content that is inappropriate, offensive or violates the terms of usage of the site. You can click the Report objectionable material link on the page or the artefact details page and give your reason why you marked this content as objectionable. Administrators are notified, can review the content and could block the offender from accessing the system until the content is removed. It cannot be defined in general terms what is considered inappropriate. The owner of the site has to define this based on the purpose of the site and the age of its account holders for example.

Forum posts can also be reported as objectionable by clicking the Report button.

Show who’s online

This sidebar shows other people that have been online during the last 10 minutes. Institution administrators can limit this list to show only members from their own institution.

Open group

Open groups can be joined by anyone without group administrator approval.

Owner

The owner is the person or group that has created a page or collection or to whom artefacts belong.

Page

You can design pages by arranging artefacts on them. You define the page layout and - if enabled - the theme for it. You give others access to pages so they can view your work and comment on it. Several pages can be added to a collection. Everybody can create personal pages, and group members may be able to create group pages.

Pages can also be created as templates for further use by others.

Page layout

The page layout is responsive and adapts to the size of the screen. You can place blocks onto a page and change their size.

Plan

Plans are ToDo lists consisting of tasks. You can add your plans as blocks into your pages.

Portfolio

Portfolios gather stuff, i.e. learning artefacts and evidence. In Folioz you place your artefacts into pages which you can bundle up into collections. A page or a collection can then already be your portfolio. Thus, you can create many different portfolios. You decide whether you want to share your portfolios with others or keep them for yourself. You can create portfolios for many purposes, e.g.

• reflecting on courses;

• creating and reflecting on projects;

• personal reflecting on individual development or separate learning processes;

• creating résumés and your learner biography;

• creating a showcase of your best work and much more.

Privacy statement

Information about the use of private data from the Folioz site. Usually, there is a link in the page footer to it.

Profile

Your profile page is visible to others on Folioz. You should only display as much information about yourself as you are comfortable for others to see. Your display name or if you do not have one, your first name and last name, is displayed along with your profile picture. People may also be able to contact you and invite you to groups. All other elements on your profile page are optional.

Public group

Public groups are visible to anyone on the Internet. You do not have to be a member of the group to follow forum discussions or view pages. However, you need to be a group member to participate in the discussions or create pages yourself.

Recommendation

You can recommend a group to your friends if the group administrator allowed that. The group administrator then still needs to approve the group membership.

Résumé

The résumé details your education and employment history, your achievements as well as skills and interests in a tabular format. Generally, you use it when you apply for an internship or job. However, as the elements in your résumé are reusable, you can also use individual elements in other portfolios.

RSS feed

RSS feeds aggregate news from portal pages, forums or blogs. You can add RSS feeds from external sites to your pages using the ‘External feed’ block. The content will be updated continuously. Folioz can also create RSS feeds for forums in public groups and journals that appear in public pages.

Search

You can search for pages by title, description or tags on ‘Shared with me’ and will see a list of results immediately. You can also search for people by using the people search box. If the site administrator turned on exact search, you need to provide the complete name of a person in order to find them. Otherwise, a part of their name is enough but often yields too many results. Full-text search is not available if the site administrator installed Elasticsearch on the server.

Secret URL

You can create secret URLs for pages and collections to give people who do not have a login to the site access to your pages or collections. The difference to making pages or collections public is that search engines cannot find these pages (unless a link to them appears on a web page).

Share

You can share your pages and collections with others by giving them access to them. The people with whom you have shared your pages and collections may comment on them. You can also share pages with people who do not have an account on the system by sharing your pages and collections with them via a secret URL.

Single sign-on

Single sign-on (SSO) describes the process to log in to one application and switch to another connected application without having to log in again. Moodle and Folioz are often connected via SSO, which is called MNet. The other built-in SSO authentication method in Folioz is SAML. Others can be added via plugins.

Site

Site means the whole site and the administration on the global level for a Folioz instance.

Site administrator

Site administrators can define system (site) settings for an entire Folioz instance. They can add, edit, and delete accounts and have access to all content even in private areas as they can log in as anybody, e.g. to assist with troubleshooting issues.

Site files

Files area on system (site) level that the site administrator can work with. Files that are placed in the public folder in the site files are available to everyone.

Site page

Pages created on site level that can be put into new accounts automatically as templates.

Skin

A skin is a way of customising the look of a portfolio page on top of a theme. The use of skins must be allowed by the site and institution administrator. If they are allowed, people can create them themselves and change the background, fonts and font colour for certain elements on their page. Skins can also be shared with others on the site or exported and imported.

Staff

Staff on the site or institution level have a few additional permissions compared to regular account holders. For example, they can create controlled groups and hide groups, and they can also view statistics if the site administrator allowed that. Institution staff are also listed alongside institution administrators on their institution’s contact page.

Sticky topic

Topics in a forum are sorted according to the date and time of posts. The topic with the latest post is normally shown first. Sometimes topics should get more attention even if there are no new posts. They can be marked “sticky” and stay at the top of the topics list. Group administrators and forum moderators can mark topics as sticky or disable this setting.

Tag

Tags are keywords that facilitate searching for your artefacts, pages and collections when the title and description are not enough. You can view all your tagged content in a tag cloud in the sidebar and click a tag to see all associated artefacts and portfolios.

Tag cloud

You can display your most often used tags in the sidebar in a so called tag cloud. The tags are shown in different sizes: A tag that is used more often is bigger than a tag that is used seldom.

Task

Tasks are created as part of a plan to provide more details on it. They can also be used to list items on a ToDo list. A task is defined by a title, a description and a completion date.

Template

Pages and collections can be offered as templates to others. They can be copied, or institution and site administrators can have them added automatically into the portfolio area of new account holders. Templates are used to jumpstart the collection of content and the creation of portfolios.

Terms and conditions

The terms and conditions define the appropriate use of the site. The site administrator can display a link to this page in the footer of every page and also ask people to confirm them during registration.

Theme

The graphical interface design is called theme. If you have institutions on your site, they can have their own theme. Authors can also use individual themes for their portfolio pages if the site administrator allows that.

Topic

Discussion forums are made up of topics that represent a discussion around a particular theme each.

Tutor

Tutors only exist in course groups. They can give feedback on submitted pages that are locked from editing while they give feedback. After they are finished, they release the pages or collections and the portfolio authors can fully edit their content again.

Wall

The wall is a block on your profile page. Others can leave a message on your wall.

Watchlist

You can add pages and collections that have been shared with you to your watchlist. You will receive notifications when these pages are updated.

• eportfolio
• Folioz
• profile

Your Profile

Your Profile area stores your contact and personal information. Each of the profile fields can be considered separate artefacts which you can add independently to your profile page or any portfolio page. Thus, you can reveal as little or as much information about yourself to others as you wish.

About me

Content → Profile → About me

You must provide a first and last name. All other information is optional. You name is visible to other Folioz users. You may choose to have a Display name. You can change the information here at any time unless an administrator locked certain fields.

Profile: About me

1. The link Profile takes you directly to the edit screen of your profile page where you can arrange the information you wish to display on this page.

2. First name: Your real given name

3. Last name: You real last name

4. Student ID: Fill it in if it is required

5. Display name: The name by which you want to be known around Folioz. If you have a display name, your real name will not be visible to regular Folioz users. Only administrators can see your real name and your username at all times.

6. Introduction: You can write about yourself. This text is placed onto your profile page automatically unless you take the introduction out of your profile page.

   If you log in via Coursez and your user information is updated upon each login, your introduction will be overwritten by what you have in your Coursez profile description.

7. Click the Save profile button to save your changes.

{tab title="Contact Information"}

Content → Profile → Contact information

General information

You may wish to provide some of your contact information for later use in a page. All details you fill in here are only visible to other users when you put them into a page. Until then only you can see them.

You are not required to provide any of the information asked for on this screen (except for one email address). Do not enter any private information in here that you do not want people to know. When choosing the Profile information block for any of your pages, you can decide which information to show on the particular page for which you choose the block.

However, be very vigilant with your private information. Think about it like providing information on a business card. How much or how little would you want to display there? Do you need to give out your home phone number and postal address? If not, leave them out.

Profile: Contact information

1. Email address: You must have at least one email address in the system. Your primary email address, i.e. the first one shown, is the one that is used for any notification from Folioz. You can choose to display your secondary email addresses on specific pages.
2. Official website address: If you have a business and want to put the URL to its website into your portfolio, you can enter it here.
3. Personal website address: If you have a website for yourself, you can enter its URL in here and include it easily into your pages.
4. Blog address: If you have a blog, copy its URL in here so you can use display it in your pages easily.
5. Postal address: Enter your postal address in here if you wish.
6. Town: Enter the town you live in / work at here. It should match your postal address.
7. City / Region: If you have a further distinguisher to where you live, enter it here.
8. Country: Choose the country you live in from the drop-down menu.
9. Home phone: Enter your home phone number here.
10. Business phone: Enter your business phone number here if you wish.
11. Mobile phone: You can also provide your mobile phone number.
12. Fax number: If you have a fax number where people can send you documents, enter it here.
13. Click the Save profile button to save your changes.

Add and delete email addresses

The email address with which you registered on Folioz is displayed. You can add other email addresses to your profile so that you can use them later on.

Profile: Add or delete an email address

1. On Content → Profile → Contact information click the button Add email address. A text field is being displayed.

2. Enter your email address into the text field. Make sure you do not have any spelling mistakes in it.

3. Click the Add button.

4. Click the Save profile button at the bottom of the page. Only then is the authorization email sent to this email address to verify that it can be added. Follow the instructions in that email to continue.

5. Until you verify your email address, it is displayed, but cannot be used. You can delete it at any time by clicking the Delete button .

6. Once you verified your email address, it is added as secondary address.

   If you mark one of your secondary email addresses with the radio button and click the Save profile button, this address becomes your primary email address and the one to which all notifications are sent.

7. Click the Delete button  to delete an email address that is not your primary one.

Social Media

General