Knowledge Forum - Telelearning-pds

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MANAGER’S GUIDE Knowledge Forum ® ® ACKNOWLEDGMENTS KNOWLEDGE FORUM ® 3.2 Knowledge Forum is a joint development of the CSILE/Knowledge Building Project at the University of Toronto and Learning in Motion. CSILE/Knowledge Building Project at the Ontario Institute for Studies in Education of the University of Toronto:  Project Directors: Marlene Scardamalia & Carl Bereiter  Research and Development Team (Names in Bold Type Show the Current Team) Hema Abeygunawardena, Adrian Baerlocher, Katerine Bielaczyc, Clare Brett, Sheryl Brock, Carol Broderick, Mary Bryson, Jud Burtis, Carolyn Calhoun, Carol Chan, Andrew Cohen, Elaine Coleman, Denese Coulbeck, Alister Cumming, Earl Fogel, Pam’la Ghent, Janice Gobert, Caroline Godbout, Kai Hakkarainen, Stephanie Hazlewood, Jim Hewitt, Anne Hill, Larry Hopperton, Kate Hoye, Steve Hull, Paul Johnson, Denise King, Jane King, Christine Korbak, Robyn Kozierok, Aron Kwok, Mary Lamon, Susana La Rosa, Elizabeth Lee, Xiaojie Li, Wayne Liu, Sandy McAuley, Bob McLean, Virginia Marshall, Beverley Maxwell, Nancy Mayes, Blake Melnick, Alex Minovich, Denise Mumford, Orest Nahacziwec, Aidan Niermeier, Maritza Nunes, Cristina Oke, Kevin O’Neill, Jun Oshima, Russell Owen, Lena Paulo, Brian Poser, Patricia Probert, Tanya Quinn, Vikram Rao, Richard Reeve, Brent Reimann, Alan Rosenthal, Peter Rowley, Martin Ruck, Irene Rukavina, Ann Russell, Paul Schreiber, Ed Semeniuk, Margot Sippel, Peter Skillen, Ben Smith Lea, Nancy Smith Lea, Jonathan Swallow, Naomi Tal, Chris Teplovs, John Thompson, Jim Thornton, Esther Tiessen, Nancy Torrance, Dale Vaillancourt, Jan Van Aalst, Robin Van Boeschoten, John Vidovich, Jacques Viens, Doug Ward, Barbara Wasson, Thomas White, Earl Woodruff, Nelson Yu, and Anita Zijdemans  We have also had the great fortune to work with the following colleagues and friends who have brought to this initiative distinctive expertise. Their contributions have done much to advance knowledge building and to make it an achievable reality. Carol Adams, Barbara Bowen, John Bruer, Carol Cassells, Bev Caswell, Ravinder Chandok, Myrna Cooney, Stephen Daeschner, Frank de Jong, Michael Ede, Kathy Frecker, Sonja Gundersen, Alinda Hakanson, Harry Hakanson, Angela Hildyard, Freda Hill, Rosemary Kelly, Christine Klein, Therese Laferriere, Chuck Laver, Elizabeth Morley, Bill Peters, Joel Rainbow, Doris Randolph, Robert-Jan Simons, Jeff Swink, Althea Taylor, Elizabeth Tumblin, Cheryl Ward, Jim Webb, Karen Wesack, Alan Whitworth, and Peter Zukoski  As Founding Members, the following districts and schools contributed both financial and educational resources to making Knowledge Forum a product of educators for educators: Bellevue School District, Bellevue, Washington Hawthorne-Whitton Year Round School, Oakland, California Jefferson County School District, Louisville, Kentucky Northwest and Nunavut Territories St. Louis Public Schools, St. Louis, Missouri St. Louis Science Center, St. Louis, Missouri Taft Middle School, Cedar Rapids, Iowa K N © Learning in Motion O  W L E D G E F O R U M ACKNOWLEDGMENTS  In addition, we wish to acknowledge the commitment of key organizations for research-intensive work advancing the development of knowledge-building pedagogy: Cognition and Technology Group at Vanderbilt Collaborative Learning Network (CL-Net) of the European Union Education Commons of OISE/UT Fostering Communities of Learners Project, UC Berkeley Huron Street Public School, Toronto, Ontario Institute of Child Study of the University of Toronto Knowledge Society Network of the TeleLearning Network of Centres of Excellence  The following agencies have supported CSILE’s research and development: Apple Computer, Inc. Bell Canada IBM Corporation James S. McDonnell Foundation, through its Cognitive Studies for Educational Practice Program and the schools for Thought Project Office of Learning Technologies, Human Resources Development Canada Ontario Ministry of Colleges and Universities Ontario Ministry of Education and Training Social Sciences and Humanities Research Council TeleLearning Network of Centres of Excellence Learning in Motion, Inc. Publisher: Marge Cappo Project Manager: Eric Cooper System Architect: Andrew Green Lead Programmers: Andrew Green, Eric Cooper Special Projects: Kevin Parichan, Cyrus Ghalambor, Jonathan Sand Quality Control: Mel Munoz, Keske Toyofuku Interface Design: Mike Fish Copyedit: Kathy Darling, Lisa Paul Print Design: Joan Rossi Knowledge Forum is a registered trademark of Knowledge Building Concepts. Guide--Version 3.2A Macintosh® is a registered trademark of Apple Computer, Inc. Apple Computer, Inc. makes no warranties whatsoever, either expressed or implied, regarding this product, including warranties with respect to its merchantability or its fitness for any particular purpose. Windows is a registered trademark of Microsoft, Inc. Paige Engine ©1996 DataPak Software, Inc. Mercutio MDEF copyright © Ramon M. Felciano 1992–1997, All Rights Reserved. Knowledge Forum © 1996–2000 Learning in Motion and Knowledge Building Concepts. Knowledge Forum Manager’s Guide © 2000 Learning in Motion. Third Edition Printing ® TABLE OF CONTENTS  I INTRODUCTION I.1 What Is Knowledge Forum? .................................................I–1 I.2 History............................................................................I–3 I.3 Putting Knowledge at the Center ....................................I–5 I.4 Classroom Results from Implementation of Knowledge Forum and its Predecessor CSILE...................I–8  II THE FIRST STEP II.1 Signing In ......................................................................II–1 II.1.1 II.1.2 II.1.3 II.1.4 II.2 Locate Knowledge Forum Databases .....................................II–2 Select Knowledge Forum Databases.......................................II–4 Enter Name and Password .......................................................II–4 Exit Knowledge Forum .........................................................II–5 Knowledge Forum Objects ..............................................II–6 II.2.1 II.2.2 II.2.3 II.2.4 II.2.5 II.2.6 The The The The The The Main Screen..................................................................II–7 Note .............................................................................II–8 View .............................................................................II–9 Display Tool ...............................................................II–11 Note Reader ...............................................................II–12 Tool Bar .....................................................................II–14  III NOTES III.1 Introduction .................................................................III–1 III.2 Level of Users...............................................................III–3 III.3 Creating a New Note....................................................III–4 III.3.1 III.3.2 III.3.3 III.3.4 III.3.5 III.4 Reading a Note...........................................................III–13 III.4.1 III.4.2 III.5 N © Learning in Motion O W Change Titles ..................................................................III–15 Status of Note .................................................................III–16 Publishing .......................................................................III–16 Authors ...........................................................................III–17 References ..................................................................III–18  III.6.1 III.6.2 III.6.3 III.6.4 K Read, Modified, Unread ..................................................III–13 Open the Note to Full Screen (Maximize).......................III–14 Getting Note Info.......................................................III–15 III.5.1 III.5.2 III.5.3 III.5.4 III.6 Identify the Problem .........................................................III–4 Enter the Note ..................................................................III–7 Add Scaffolds ....................................................................III–8 Identify Keywords .............................................................III–9 Contribute the Note........................................................III–12 L E Note References ..............................................................III–19 References to this Note ...................................................III–20 Views Containing ............................................................III–21 Note History...................................................................III–22 D G E F O R U M TABLE OF CONTENTS III.7 Connecting Notes.......................................................III–23 III.7.1 III.7.2 III.7.3 III.7.4 Annotate .........................................................................III–25 Build-On.........................................................................III–26 “Quote”..........................................................................III–30 Rise-Above ......................................................................III–33 III.8 Note Size....................................................................III–35 III.9 Deleting or Clearing a Note .......................................III–35  IV THE VIEW IV.1 Accessing a View . . . . . . . . . . . . . . . . . . . . . . . . . . . . IV–2 IV.1.1 IV.1.2 IV.1.3 IV.2 Go to View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . IV–2 Create or Clear a View Link . . . . . . . . . . . . . . . . . . . . . . IV–4 The Hotlist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . IV–5 Creating/Deleting Views . . . . . . . . . . . . . . . . . . . . . . IV–6 IV.2.1 IV.2.2 IV.2.3 IV.2.4 IV.3 View Levels . . Hidden Views. Locked Views . Delete a View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . IV–6 IV–7 IV–7 IV–8 Viewing Problems, Keywords, and Scaffolds . . . . . . . . IV–9 IV.3.1 IV.3.2 IV.3.3 IV.4 View Problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . IV–9 View Keywords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . IV–10 Scaffolds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . IV–11 View Info . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . IV–12 IV.4.1 IV.4.2 IV.4.3 IV.5 Change a View Title . . . . . . . . . . . . . . . . . . . . . . . . . . IV–13 Change Note Icon Size . . . . . . . . . . . . . . . . . . . . . . . . IV–13 View Authors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . IV–14 Adding Background Graphics and Text . . . . . . . . . . . IV–15 IV.5.1 IV.5.2 IV.5.3 IV.5.4 IV.5.5 IV.6 Add or Edit a Picture . . . . . . . Cut, Paste, or Copy Graphics . Clear Graphics . . . . . . . . . . . . Move Pictures Back/Front . . . Exit Picture Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . IV–15 IV–18 IV–18 IV–19 IV–20 Cut, Copy, Paste . . . . . . . . . . . . . . . . . . . . . . . . . . . IV–21  V THE DISPLAY TOOL V.1 Accessing the Display Tool. . . . . . . . . . . . . . . . . . . . . . V–1 V.2 Viewing Authors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . V–2 V.2.1 V2.2  V.3 Viewing Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . V–4 V.3.1 V.3.2 V.3.3 K N O Get Info on Authors . . . . . . . . . . . . . . . . . . . . . . . . . . . . V–3 Add Authors to Notes or Views . . . . . . . . . . . . . . . . . . . . V–3 W L E Add Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . V–4 Make a Group an Author of a Note or View . . . . . . . . . . . V–5 Change Author to Different Group . . . . . . . . . . . . . . . . . . V–5 D G E F O R U M © Learning in Motion TABLE OF V.4 CONTENTS Viewing Keywords. . . . . . . . . . . . . . . . . . . . . . . . . . . . V–6 V.4.1 V.4.2 V.5 Edit Keywords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . V–7 Add Keywords to a Note or View . . . . . . . . . . . . . . . . . . . . V–7 Viewing Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . V–8 V.5.1 V.5.2 V.5.3 V.5.4 V.6 Open Notes. . . . . . . . . . . . Get Info on the Note. . . . . Add a Note to a View . . . . Add a Reference to a Note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . V–8 V–8 V–9 V–9 Viewing Problems . . . . . . . . . . . . . . . . . . . . . . . . . . . V–10 V.6.1 V.6.2 V.7 Edit Problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . V–11 Add Problems to Notes or Views . . . . . . . . . . . . . . . . . . . V–11 Viewing Scaffolds . . . . . . . . . . . . . . . . . . . . . . . . . . . V–12 V.7.1 V.7.2 V.8 Edit Scaffolds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . V–13 Add Scaffolds to Views. . . . . . . . . . . . . . . . . . . . . . . . . . . V–13 Viewing Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . V–14 V.8.1 V.8.2 V.8.3 Go to View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . V–15 Get Info on View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . V–15 Add a View Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . V–16  VI THE NOTE READER VI.1 Accessing the Note Reader . . . . . . . . . . . . . . . . . . . . . VI–1 VI.1.1 Add and Delete Notes. . . . . . . . . . . . . . . . . . . . . . . . . . . VI–2 V1.1.2 Select a Display for the Note Reader . . . . . . . . . . . . . . . . VI–3 VI.1.3 Note Reader Sort Options. . . . . . . . . . . . . . . . . . . . . . . . VI–4 VI.2 Printing the Note Reader . . . . . . . . . . . . . . . . . . . . . . VI–5 VI.3 Closing the Note Reader . . . . . . . . . . . . . . . . . . . . . . VI–6  VII PRINT VII.1 Print Note Dialog. . . . . . . . . . . . . . . . . . . . . . . . . . . VII–2 VII.2 Sample Printout . . . . . . . . . . . . . . . . . . . . . . . . . . . . VII–3 VII.3 Printing Note Connections . . . . . . . . . . . . . . . . . . . . VII–4 VII.4 Printing Users and Groups . . . . . . . . . . . . . . . . . . . . VII–6  VIII SEARCH K N © Learning in Motion O VIII.1 Accessing Search . . . . . . . . . . . . . . . . . . . . . . . . . . VIII–1 VIII.2 Searching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . VIII–2 VIII.3 Searching for More than One Criteria. . . . . . . . . . . VIII–4 VIII.4 Finding Cleared Notes. . . . . . . . . . . . . . . . . . . . . . VIII–5  W L E D G E F O R U M TABLE OF VIII.5 VIII.6 VIII.7 VIII.8 CONTENTS Finding Deleted Notes . . . . . . . . . . . . . . . . . Changing Your Search Results . . . . . . . . . . . . Printing the Search/Reader . . . . . . . . . . . . . . Closing a Find Note Dialog or Search/Reader . . . . . . . . . . . . . . . . VIII–6 VIII–7 VIII–8 VIII–8  IX TEXT IX.1 IX.2 IX.3 Changing Text Font, Size, and Styles . . . . . . . . . . . . . IX–1 Determining Font for a Group . . . . . . . . . . . . . . . . . . IX–2 Cut, Copy, Paste, and Select All . . . . . . . . . . . . . . . . . IX–3  X MEDIA: GRAPHICS X.1 Adding and Editing Graphics . . . . . . . . . . . . . . . . . . . X–1 X.2 View Pictures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X–3 X.2.1 X.2.2 X.2.3 X.3 Add a View Picture . . . . . . . . . . . . . . . . . . . . . . . . . . . . X–3 Editing Existing View Graphics . . . . . . . . . . . . . . . . . . . X–5 Delete a Picture from a View . . . . . . . . . . . . . . . . . . . . . X–5 Note Pictures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X–6 X.3.1 X.3.2 X.3.3 X.4 Add a Picture to a Note. . . . . . . . . . . . . . . . . . . . . . . . . X–6 Edit a Picture in a Note . . . . . . . . . . . . . . . . . . . . . . . . . X–7 Delete a Picture from a Note . . . . . . . . . . . . . . . . . . . . . X–7 The Graphics Palette. . . . . . . . . . . . . . . . . . . . . . . . . . X–8 X.4.1 X.4.2 X.4.3 X.4.4 X.4.5 X.4.6 X.4.7 X.4.8 X.4.9 X.4.10 X.5 Arrow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X–9 Text Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X–10 Fill Tool (Paint Can) . . . . . . . . . . . . . . . . . . . . . . . . . . X–10 Brush Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X–13 Line Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X–14 Shape Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X–14 Eraser Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X–15 Selection Rectangle Tool . . . . . . . . . . . . . . . . . . . . . . . X–16 Lasso Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X–16 Eyedrop Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X–17 Cut, Copy, Paste. . . . . . . . . . . . . . . . . . . . . . . . . . . . X–18  XI EDITOR OPTIONS XI.1 Edit Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . XI–2 XI.1.1 XI.1.2 XI.2 Group Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . XI–4  XI.2.1 XI.2.2 XI.2.3 XI.2.4 XI.2.5 K N O Add a New Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . XI–3 Rename a Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . XI–3 W L E Determine Hotlists . . . . . . . . . . Determine Startup View . . . . . . . Determine Scaffolds . . . . . . . . . . Set the Default Font . . . . . . . . . Allow Writers to Create Scaffolds D G E F . . . . . . . . . . O . . . . . . . . . . . . . . . . . . . . . . . . . R . . . . . . . . . . . . . . . . . . . . . . . . . U . . . . . . . . . . . . . . . . . . . . . . . . . XI–4 XI–4 XI–5 XI–5 XI–5 M © Learning in Motion TABLE OF CONTENTS XI.2.6 XI.2.7 XI.2.8 XI.3 Allow Writers to Create Views . . . . . . . . . . . . . . . . . . . XI–6 Allow Writers to Lock Views . . . . . . . . . . . . . . . . . . . . XI–6 Change Authors to a Different Group. . . . . . . . . . . . . . XI–6 Edit Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . XI–7 XI.3.1 XI.3.2 XI.3.3 XI.3.4 XI.3.5 XI.4 Select a Group . . . . . Add a User . . . . . . . . Edit a User . . . . . . . . Change User Groups . Print a User List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . XI–7 XI–7 XI–8 XI–9 XI–9 Publish Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . XI–10 XI.4.1 XI.4.2 Publish a Note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . XI–10 UnPublish a Note . . . . . . . . . . . . . . . . . . . . . . . . . . . XI–10  XII MENU BAR XII.1 File Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . XII–2 XII.2 Edit Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . XII–3 XII.3 Objects Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . XII–5 XII.4 Text Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . XII–6 XII.5 Windows Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . XII–6 XII.6 Editor Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . XII–6  XIII INSTALLATION: MACINTOSH SERVER XIII.1 Macintosh CD-ROM . . . . . . . . . . . . . . . . . . . . . . XIII–1 XIII.2 The Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . XIII–2 XIII.2.1 XIII.2.2 XIII.2.3 XIII.2.4 XIII.2.5 XIII.2.6 XIII.2.7 XIII.2.8 XIII.2.9 XIII.3 N O . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . XIII–2 XIII–2 XIII–3 XIII–4 XIII–5 XIII–5 XIII–6 XIII–7 XIII–7 The Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . XIII–8 XIII.3.1 XIII.3.2 XIII.3.3 XIII.3.4 XIII.3.5 XIII.3.6 XIII.3.7 XIII.3.8 K The Server Hardware . . . . . . . . . . . . . . . . . . Install and Start the Server . . . . . . . . . . . . . . Load the Knowledge Forum ® Demo Database Start a New Database . . . . . . . . . . . . . . . . . . Start from a Database. . . . . . . . . . . . . . . . . . Close a Database . . . . . . . . . . . . . . . . . . . . . Tips for Server Performance—Macintosh. . . . Put Database in Startup Folder . . . . . . . . . . . Troubleshoot Installation of the Server . . . . . The Client Hardware . . . . . . . . . . . . . . . . . . . . . . . XIII–8 Install the Client on Macintosh. . . . . . . . . . . . . . . . XIII–8 Install the Client on Windows . . . . . . . . . . . . . . . . XIII–9 Start the Client . . . . . . . . . . . . . . . . . . . . . . . . . . . XIII–9 Locate Server/Databases . . . . . . . . . . . . . . . . . . . . XIII–9 Use AppleTalk Zones . . . . . . . . . . . . . . . . . . . . . . XIII–12 Operate Server and Client on Same Machine . . . . . XIII–12 Troubleshoot Client Installation . . . . . . . . . . . . . . XIII–13  XIII.4 Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . . . XIII–14 XIII.5 Backing Up Your Database on the Macintosh. . . . XIII–16 W L E D G E F O R U M © Learning in Motion TABLE OF CONTENTS  XIV INSTALLATION: WINDOWS SERVER XIV.1 XIV.2 Windows CD-ROM . . . . . . . . . . . . . . . . . . . . . . XIV–1 The Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . XIV–2 XIV.2.1 XIV.2.2 XIV.2.3 XIV.2.4 XIV.2.5 XIV.2.6 XIV.2.7 XIV.3 The Server Hardware . . . . . . . . . . . . . . . . . . Install and Start the Server . . . . . . . . . . . . . . Load the Knowledge Forum® Demo Database Start a New Database . . . . . . . . . . . . . . . . . . Start from a Database . . . . . . . . . . . . . . . . . . Close Database . . . . . . . . . . . . . . . . . . . . . . Troubleshoot Installation of the Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . XIV–2 XIV–2 XIV–3 XIV–4 XIV–5 XIV–5 XIV–6 The Client. . . . . . . . . . . . . . . . . . . . . . . . . . . . . XIV–7 XIV.3.1 XIV.3.2 XIV.3.3 XIV.3.4 XIV.3.5 XIV.3.6 XIV.3.7 The Client Hardware . . . . . . . . . . . . . . . . . . . . . . XIV–7 Install the Client on Windows . . . . . . . . . . . . . . . XIV–7 Install the Client on Macintosh . . . . . . . . . . . . . . . XIV–8 Start the Client . . . . . . . . . . . . . . . . . . . . . . . . . . XIV–8 Locate Server/Databases . . . . . . . . . . . . . . . . . . . . XIV–8 Operate Server and Client on Same Machine. . . . . XIV-11 Troubleshoot Client Installation . . . . . . . . . . . . . XIV–11 XIV.4 Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . XIV–12 XIV.5 Backing Up Your Database on Windows . . . . . . XIV–13  XV INSTALLATION: LINUX SERVER XV.1 Linux CD-ROM . . . . . . . . . . . . . . . . . . . . . . . . . XV–1 XV.2 The Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . XV–2 XV.2.1 XV.2.2 XV.2.3 XV.2.4 XV.2.5 XV.2.6 XV.2.7 XV.3 XV.4 N O The Client Hardware. . . . . . . . . . . . . . . . . . . . . . . XV–6 Install the Client on Windows . . . . . . . . . . . . . . . . XV–6 Install the Client on Macintosh . . . . . . . . . . . . . . . . XV–7 Start the Client . . . . . . . . . . . . . . . . . . . . . . . . . . . XV–7 Locate Server/Databases . . . . . . . . . . . . . . . . . . . . XV–7 Troubleshoot Client Installation . . . . . . . . . . . . . . XV–10 Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . XV–11  W XV–2 XV–2 XV–3 XV–3 XV–4 XV–4 XV–5 The Windows and Macintosh Client . . . . . . . . . . . XV–6 XV.3.1 XV.3.2 XV.3.3 XV.3.4 XV.3.5 XV.3.6 K The Server Hardware . . . . . . . . . . . . . . . . . . . . . . Install and Start the Server . . . . . . . . . . . . . . . . . . . Start the Knowledge Forum ® Demo Database . . . . . Start a New Database . . . . . . . . . . . . . . . . . . . . . . Stop a Running Database. . . . . . . . . . . . . . . . . . . . Delete a Database . . . . . . . . . . . . . . . . . . . . . . . . . Troubleshoot Installation of the Server . . . . . . . . . . L E D G E F O R U M © Learning in Motion I INTRODUCTION  I.1 WHAT IS KNOWLEDGE FORUM? With Knowledge Forum users build and refine a class-owned database of notes. A note is a passage and/or picture relating to some aspect of the user’s own learning. Typical notes in Knowledge Forum include a problem, a graphic illustrating a theory, a research plan, or a summary of information found from resource materials. Notes also include the exchange of differing ideas or theories, challenges to thinking, or “what if” type statements that lead the Knowledge Forum community members to new understandings. The Knowledge Forum environment is not just a way to “post” information; it is much more. It is the meeting place—the “Forum,” if you will—in which users build a body of knowledge. Notes are public within the school database and can be retrieved from the Knowledge Forum database and examined by any member of the class. Notes can also be published and, if the database is made available through the Internet, published ideas can be shared. Users interact with one another in Knowledge Forum in a number of ways: • by quoting the work of their peers; • by building-on the work of their peers; • by co-authoring notes; • by annotating work; • by rising above a series of notes to synthesize the ideas in a way that creates a knowledge advance; and • by publishing their best work for peers to read and comment on. Thus, Knowledge Forum can be thought of as a user-generated, hypermedia research environment operated either on a local area network or through the Internet, constructed collaboratively, and continually evolving. Knowledge Forum is a distinctive software package, but each of its features—a multi-user database, text and graphics capabilities, commenting and notification facilities—can be found in other software. The instructional activities form a K N O © Learning in Motion W  L E D G E F O R U M I–1 I INTRODUCTION distinctive package as well, but are made up of familiar components in which users pose questions, hypothesize, consult reference sources, explain, critique, and so on. The real distinctiveness of Knowledge Forum lies in its harmonious integration of software and teaching methods—each influencing the other and resulting in a powerful combination. Unlike most educational technology, Knowledge Forum was not created in the laboratory and then tried in the classroom. From the beginning (in 1986) its predecessor CSILE was the result of cognitive scientists, computer scientists, teachers, and students working together at school sites to produce a new model of education. I–2 K N O  W L E D G E F O R U M © Learning in Motion I INTRODUCTION  I.2 HISTORY When Computer Assisted Instruction first emerged in the 1960s, we did not yet understand how to design programs that would help individuals learn how to learn, learn how to set cognitive goals, or learn to apply effective strategies for comprehension, selfmonitoring, and organization of knowledge. Through research, now we know much more. In the last fifteen years, cognitive researchers have made substantial progress in providing a basis for such programs—Knowledge Forum is the result. Knowledge Forum is the next generation product based on Computer Supported Intentional Learning Environment (CSILE). CSILE was developed to support a “research team” approach to learning, which its inventors (professors Marlene Scardamalia and Carl Bereiter) call a “Knowledge-Building Community.” Classrooms that adopted the CSILE approach were likened to research communities, in which individual users worked as researchers on a team. Like adult researchers, the students were expected to pose questions, define their own learning goals, acquire and build a knowledge base, and collaborate with one another. The ongoing practice of these advanced operations, combined with teacher support and coaching, was intended to help students acquire the sorts of learning strategies that characterize expert learners—and it did so successfully. Now Knowledge Forum, the second generation CSILE, brings the same facilities and more to the classroom to help create a knowledge-building society. The Product The Knowledge Forum software package consists of two applications that operate across local and wide-area computer networks and the Internet. The “server” manages the database and the “client” communicates with the server from other computers on the network. The client application, which is more commonly called Knowledge Forum, is the one that students use at their desks. The client is available on Windows or the Macintosh. The server will operate on Windows, Macintosh, Solaris, or Linux. Any client can connect to any server over a local area network or the Internet (through TCP/IP but not the World Wide Web). Also available on the Linux and Solaris platforms are scripts that allow a web browser to connect to the servers/databases. K N O © Learning in Motion W  L E D G E F O R U M I–3 I INTRODUCTION At the beginning of the year, the database is empty. Users create notes using the Knowledge Forum client. When they complete their notes, they “contribute” them to the knowledge base. This causes the client to transmit users’ notes to the server, which in turn stores them in the database. When users want to recover their notes at a later date (possibly from different computers) the server sends the notes to the appropriate client, and the client displays them on the screen. In this manner, users can access database notes from any computer in the classroom. I–4 K N O  W L E D G E F O R U M © Learning in Motion I INTRODUCTION  I.3 PUTTING KNOWLEDGE AT THE CENTER The Knowledge Forum software was designed to support the development of knowledgebuilding communities. This goal was accomplished through the provision of various supports for knowledge construction, collaboration, and progressive inquiry: • Supports for knowledge construction: Supports for knowledge construction include multiple formats for knowledge representation (text, graphics), a flexible note updating and retrieval mechanism, tools for establishing connections between notes, and tools to advance knowledge. Using these facilities, users are able to represent their ideas in the Knowledge Forum database, create connections between related notes, and view information from multiple perspectives. These supports for knowledge representation and transformation are intended to make learning a tangible, intentional activity. In fact, the very system of Knowledge Forum mimics what we now know about the cognitive processes of expert learners. Users learn to “construct” their own ideas—to revisit them, add to them, and shape them with new information. Ideas are living things that grow and change. Users express their ideas and their learning, thus “building” a knowledge base. Users also have the ability to frame their ideas in a visual context called a “view.” Users create these shared view environments to represent an overall organization of notes. A single note can appear in more than one view, allowing the concept contained in the note to be framed in various representations. • Supports for collaboration: In addition to Knowledge Forum’s focus on knowledge building, the program strongly emphasizes tools for collaboration. Knowledge Forum can be thought of as a discourse medium because of the many ways in which the program promotes user interaction. The public nature of the database itself is perhaps Knowledge Forum’s most significant collaborative feature. Since everyone can see everyone else’s work, and see it immediately when it is created on a view, opportunities arise for collaboration in Knowledge Forum that might be missed in regular classroom activities. In many ways, interaction in Knowledge Forum is superior to traditional classroom “group work,” because the entire class can benefit from all exchanges. K N O © Learning in Motion W  L E D G E F O R U M I–5 I INTRODUCTION The conception of ideas and the growth of knowledge are public activities, not concepts “presented” at the end of the grading period. Unlike face-to-face discourse, which is transitory, computer-mediated communication preserves knowledge, allowing users to more easily return to their ideas and study them from a variety of perspectives. There are six different facilities for collaboration in Knowledge Forum. The first tool, called “build-on,” enables users to build-on the ideas of others. A build-on is a note itself and is connected to the note it is building from. When viewing a note in Knowledge Forum, users can quickly see and access all the build-on notes that have been made and, if they wish, add one of their own any place in the build-on structure. Since build-ons are notes themselves, they can also be the subject of other build-ons. Build-ons may be likened to e-mail, but such a comparison doesn’t fully capture the level of interaction that Knowledge Forum promotes. E-mail tends to involve a private exchange between two people. With Knowledge Forum, two people may exchange ideas, but their exchange becomes part of the public database and spawns successive exchanges by third parties. Thus, a more accurate view of Knowledge Forum would portray work as occurring not just to benefit the individual participants, but also to advance the understanding of the entire class. Another form of Knowledge Forum interaction is “quoting,” which enables the user to reference other authors’ work. When a user quotes someone, a direct link to the quoted material is created and a reference appears. An “annotation” is a third Knowledge Forum facility for collaboration. Annotations allow the user to write a small note to an author. The annotation is not stored as a separate note and so can be used to comment directly and exclusively on a particular piece of work. Annotations differ from build-ons in that users are not building-on an idea but rather giving praise, correcting spelling, or simply commenting on a fact. I–6 K N O  W L E D G E F O R U M © Learning in Motion I INTRODUCTION The fourth facility for Knowledge Forum collaboration is that of shared authorship. Any note in Knowledge Forum can be shared among any number of users, using a turn-taking strategy. This means that any user designated as an “author” on a shared note has complete editing privileges, including the ability to edit text or graphics originally entered by other users. Users can also collaboratively select a note for “published” status. This shows other readers that the author feels the material in the note is of high quality and meets standards. When an author wants to publish a note, that note first becomes a candidate for publishing. It will not become a published note until it is voted on by three peers (writers) or an editor who feel it is a “quality” piece. The final and most powerful tool is called “rise-above.” It not only facilitates collaboration but allows users to gather theories and ideas that have already been presented and rise-above these old ideas to new understandings. The notes collected in the rise-above folder disappear visually from the view and become accessible only through the new rise-above note. • Supports for progressive inquiry: Another principle of Knowledge Forum’s design is to bias users toward activities that focus them on cognitive goals. To do this, a set of scaffolds direct learners toward cognitive operations that will help further their understanding. For instance, a theory scaffold takes users through the steps of building and verifying a theory. In addition, the process of identifying keywords helps users to focus on concepts they are discussing. In summary, Knowledge Forum’s design supports a “research team” approach to learning through various program supports for knowledge building, collaboration, and progressive inquiry. The key features in Knowledge Forum include tools for the construction and storage of notes, tools for collaboration, scaffolds that direct users toward particular cognitive operations, and keywords that help users focus on concepts. Together, these design elements support the more purposeful and mature processing of information in which users begin to take responsibility for their own learning and the learning of others. K N O © Learning in Motion W  L E D G E F O R U M I–7 I INTRODUCTION  I.4 CLASSROOM RESULTS FROM IMPLEMENTATION OF KNOWLEDGE FORUM AND ITS PREDECESSOR CSILE CSILE, hereinafter referred to as Knowledge Forum, has been used in regular educational programs at the primary, upper elementary, secondary, and graduate school levels. The typical installation consists of eight computers in each classroom networked to a common file server. At high school and university levels, a laboratory configuration has been used. Here are some of the results from Knowledge Forum classrooms: Standardized test scores: Knowledge Forum students gained significantly more than control-class students on the language subtest of a standardized achievement test (reading comprehension, vocabulary, and spelling). The greatest gains in achievement were made by disadvantaged students. Writing: Evaluations of student writing have shown that Knowledge Forum students rate significantly higher than control-class students on knowledge quality and mindfulness. The texts on which these results were obtained were off-line, end-of-unit summaries of “What I learned.” Knowledge Forum students also write more than is typical of students their age, as judged by comparison with national assessment norms. Mathematics: Grades 5–6 teachers have experimented with students communicating about math ideas on Knowledge Forum. Recent standardized math achievement test scores indicated trends favoring these Knowledge Forum students. Deeper, more insightful questioning: Ratings of student questions consistently show that Knowledge Forum students routinely identify gaps in their knowledge. They are also found to write questions that adults rate as challenging to experts. With questions written before and after studying a science unit, Knowledge Forum students produced significantly more questions that called for explanations and fewer questions calling for simple factual information than did non-Knowledge Forum students. I–8 K N O  W L E D G E F O R U M © Learning in Motion I INTRODUCTION Collaboration: Results from several investigations indicate that Knowledge Forum students are particularly good collaborators. Even in grades 1–3, the comments that students write to their peers are judged to provide significantly more feedback and content of consequence than comments written by students in control classes. Science, mathematics, and writing portfolios: Each year, students in both Knowledge Forum and non-Knowledge Forum classes (grades 4 through 6) assemble portfolios containing what they judge to be their best school work in science, mathematics, and writing. They write justifications for their selections and they comment on peer selections. Their written justifications are rated for the level of insight students have into the content areas in which they are working. Knowledge Forum students’ justifications are judged significantly more insightful than those of control students, and students’ comments on peer work are judged significantly more constructive than those of control students. Tracking data: Student activity in Knowledge Forum is monitored both by automatic tracking, which produces quantitative measures of activity, and by visual inspection of the database, which provides qualitative indicators. Knowledge Forum students remain motivated throughout the school year, as evidenced by their sustained production of notes. Additionally, they contribute substantially to the work of their peers, set goals, prepare plans for learning, and generally produce what is considered impressive evidence of thinking and understanding. K N O © Learning in Motion W  L E D G E F O R U M I–9 II THE FIRST STEP  II.1 SIGNING IN If you have not yet installed the client and server software, please consult chapter XIII (Macintosh), XIV (Windows), or XV (Linux). (After Knowledge Forum is installed and the server is operating with at least one database activated, return to this section to get started.) Find the Knowledge Forum icon located on your hard drive. Double-click it. This will start Knowledge Forum. You will be greeted by the “Welcome to the Knowledge Forum” dialog box. Here you will select a Knowledge Base (database) to work with and enter your sign-in name and password. K N O © Learning in Motion W  L E D G E F O R U M II–1 II THE FIRST STEP  II.1.1 LOCATE KNOWLEDGE FORUM DATABASES If no databases are listed in the Knowledge Bases window, you must instruct the computer where to find the databases. 2 Click the Edit Servers button The dialog box below will appear. II-2 K N O .  W L E D G E F O R U M © Learning in Motion II THE FIRST STEP Type the name of the machine (or the IP address of the machine) where the server and the database are located, e.g., kf.motion.com, demo.motion.com. Most likely the name will look like the ending of your web site with a machine name at the beginning. If you are running a Linux Server, you will have a port number at the end of the machine name, e.g., kf.motion.com:27319. For more information on the Edit Servers, see section XIII.3.5, XIV.3.5, or XV.3.5. When done entering the server name, click Add Server Then click OK K N O © Learning in Motion W .  . L E D G E F O R U M II–3 II THE FIRST STEP  II.1.2 SELECT KNOWLEDGE FORUM DATABASES You may have only one Knowledge Base available to you. If there are several available, you will see them listed in the Knowledge Bases window. The databases are shown as the system locates them. Therefore, if the database you are looking for is located on a site over the Internet but you also have local databases, the local databases will appear first. There might be a few seconds delay before the Internet databases appear. To select a Knowledge Base, highlight it.  II.1.3 ENTER NAME AND PASSWORD Each user must be registered by the Editor or Manager of the Knowledge Base. See section XI.3, Edit Users. When a user is registered he or she is given a sign-in name and a password. If you are starting a new database, sign in with the name manager and the password build. If you are entering the Knowledge Forum Demo Database, sign in with the name guest1 and the password guest1. • Type your sign-in name. Press tab or click the password box. • Type your password. Click OK or press Return/Enter. (Notice that when you type your password, it appears as dots to prevent others from reading it.) II–4 K N O  W L E D G E F O R U M © Learning in Motion II THE FIRST STEP If you enter the wrong user name or password, a dialog box will inform you of the error. Click OK and try again, or Quit. The Quit button on the sign-on screen returns you to your desktop. When you have successfully signed-on, you will see the Knowledge Forum View window.  II.1.4 EXIT KNOWLEDGE FORUM To exit Knowledge Forum, select Quit from the File menu. (Place your cursor on File on the top of the screen, hold the mouse button down, drag down to Quit, and release.) You can also quit by typing Command-Q on the Macintosh or Control-Q on Windows. When you quit you are signed off of Knowledge Forum and the application closes. You can also log out. This will not close the application. If you choose to log out, another user can log in or you can select a different Knowledge Base (database). Select Logout from the File menu. (Place your cursor on File on the top of the screen, hold the mouse button down, drag down to Logout, and release.) Your username/ password will be logged out of this database. K N O © Learning in Motion W  L E D G E F O R U M II–5 II THE FIRST STEP  II.2 KNOWLEDGE FORUM OBJECTS The Knowledge Forum software was designed to support the development of classroom-based, knowledge-building communities through the provision of various supports for knowledge construction, collaboration, and progressive inquiry. There are four main objects in a Knowledge Forum database: II–6 • Note The Note(s) stores the ideas and thoughts. • View The View(s) organizes those ideas and thoughts into a visual context. Double-click the View icon to go to the View. • Display Tool The Display Tool shows the Keywords, Problems, Views, Notes, Authors, Groups, or Scaffolds that are in an active View, Note, or all Views and Notes. The Display Tool also allows you to add criteria to Notes and Views. • Note Reader The Note Reader is a device that allows you to collect, read, move, and print a selection of the Notes. K N O  W L E D G E F O R U M © Learning in Motion II THE FIRST STEP  II.2.1 THE MAIN SCREEN The main screen in Knowledge Forum consists of a set of buttons on the top of the screen. These appear just below the pull-down menus. Below this set of buttons is the View consisting of View icons (links), text/graphics, and Note icons. View View Link Tool Bar Note K N O © Learning in Motion W  L E D G E F O R U M II–7 II THE FIRST STEP  II.2.2 THE NOTE Purpose Supports for knowledge construction: The Note is the basic element in Knowledge Forum. It supports knowledge construction, including multiple formats for knowledge representation (text, graphics). Students are able to represent their ideas in the Knowledge Forum database using the Note. It allows authors to identify the problem they are working on, to write about the ideas, and to identify Keywords or key concepts in the idea. Scaffolds are available for different subject areas to help the authors understand the thinking processes used in the subject area. For instance, in science the Scaffolds help authors write about their theories, identify what they need to understand, outline new information they have gathered, analyze that information, and explain how the information relates to their theories. Using tools associated with the Note, authors can connect Notes to other authors’ work. See section III.7 for more information on connecting Notes. Notes support knowledge representation and transformation and are intended to make learning a tangible, intentional activity. In Knowledge Forum, authors develop and refine ideas. They are focused on building understanding and making advances in their knowledge—and they do so as a community. About the Note Every Note has an icon to represent it: If you double-click the icon, the Note opens: II–8 K N O  W L E D G E F O R U M © Learning in Motion II THE FIRST STEP Notes will be shown in three different states: Read (light red)—you have previously opened the Note and it has not changed since you last opened it. Unread (bright turquoise)—you have not opened the Note. Modified (lighter turquoise)—you have opened the Note, but something has changed since you opened it. If you are the author of a Note, the corner will be flipped down. Author Non-Author To make viewing easier, the View author can customize the Note representation. Notes can appear as large icons, medium icons, or tiny icons within a View. The View author can select the size of the icon and decide whether or not to display the author and title text. See section IV.4.2 for more details.  II.2.3 THE VIEW Purpose Views provide a visual organization for Notes. The View allows authors to see the growing body of work in a particular area. It is a graphic representation of related ideas and discussion strands. Views can be organized by topic, author, unifying idea, standards, problem, or any other way the user would like to set up his or her work. A View can contain Notes or it can contain links to other Views. K N O © Learning in Motion W  L E D G E F O R U M II–9 II THE FIRST STEP About the View Views have an icon (or View link) that represents the View: You will change your current View to the View selected by double-clicking a View link icon, or selecting the Views button and then selecting Go to View…. See section IV.1. You can also request a list of Views from the Display Tool, and then double-click on a new View. See section IV.1.1. Finally, you can change your current View by selecting a new View from the Hotlist. See section IV.1.3. is a Note in a View is a link to another View called “Expert View” II–10 K N O  W L E D G E F O R U M © Learning in Motion II THE FIRST STEP  II.2.4 THE DISPLAY TOOL Purpose The Display Tool provides a convenient way to view lists of Keywords, Problems, Scaffolds, Authors, Groups, Notes, or Views. For instance, you may select View the Keywords—either those Keywords that are only in this View, only in your work, or in all Views. You can also use the Display Tool to get information about an item or add an item to a View or Note if you are the author. About the Display Tool The Display Tool is accessed in several ways. You can click the Display Tool button on the Tool Bar at the top of the screen . In addition, clicking several buttons will automatically bring up the Display Tool preset to the criteria you requested information on. For instance, when you click the Keyword button on the Note, you get the Display Tool with a list of Keywords in that View. The Add to… pop-up at the bottom of the Display Tool can be used to add criteria— Keywords, Problems, Authors—to a Note or View that you are an Author of. You can also create new criteria—Keywords, Problems—or get information on stored criteria. K N O © Learning in Motion W  L E D G E F O R U M II–11 II THE FIRST STEP  II.2.5 THE NOTE READER Purpose The Note Reader provides a convenient way for authors to read a series of Notes, explore Notes for common attributes, make a Collection or Rise-Above folder, or move Notes from View to View. The Note Reader is a temporary location for Notes. Although you can have many Notes and many Views, you have only one Note Reader. About the Note Reader The Note Reader is accessed through the button in the Tool Bar at the top of the screen. Click it to open the Note Reader: II–12 K N O  W L E D G E F O R U M © Learning in Motion II THE FIRST STEP Drag and drop Notes into the Note Reader. Once in the Note Reader, you can select what parts of the Note you want to read—the Note’s contents, the Authors, the Scaffolds, the Keywords, etc. K N O © Learning in Motion W  L E D G E F O R U M II–13 II THE FIRST STEP  II.2.6 THE TOOL BAR Along the top of the screen are seven buttons displayed in a Tool Bar. Three of these buttons we have already mentioned: Views, the Note Reader, and the Display Tool. All of these buttons will be described in detail in the following chapters. II–14 K N O Views: allows you to move from one View to another. You can also access a hotlist of Views (that is, Views you go to frequently). See section IV.1. New Note: opens a new Note. See section III.3. Connections: gives you ways to connect Notes together. See section III.7. Note Reader: brings up the Note Reader, which you can use to select and read several Notes at once. See chapter VI. Display Tool: allows you to see a list of Keywords, Problems, Authors, Groups, Scaffolds, Notes or Views. See chapter V. Search: searches the database by criteria such as Keywords or Authors. See chapter VIII. Media: inserts media such as a picture in either a View or a Note. (You must be an author of that View or Note.) See chapter X.  W L E D G E F O R U M © Learning in Motion III NOTES  III.1 INTRODUCTION The Note is the key communication device in Knowledge Forum. Notes serve to present ideas—whether in text, graphics, animation, charts, graphs, or some other form of expression. • Notes can be linked to concepts through: Scaffolds Keyword Problems the Views they appear in • Notes can be shared with others by: co-authoring publishing placing in different Views • Notes can be connected in several ways: Build-On allows a user to build on a colleague’s ideas. Quote allows a user to quote a colleague’s work and places a reference to it in the Note. Rise-Above allows a user to collect a set of Notes and write a concept. The Rise-Above includes all the concepts in the gathered Notes and makes a knowledge advance. • Notes can be commented on: Annotate adds a comment to another user’s Note. K N O © Learning in Motion W  L E D G E F O R U M III–1 III NOTES Every Note has an icon to represent it: A Note: A Note that is a Candidate for Publication: A Published Note: A Rise-Above Note: Double-click the icon to see the Note: III–2 K N O  W L E D G E F O R U M © Learning in Motion III NOTES  III.2 LEVEL OF USERS When users are added to the system, they are designated as: • Writers Writers have the ability to write Notes and add Keywords or Problems. They can move through all Views except a hidden View. Writers can not edit Notes other than their own. Writers can create Views if their group has been given permission. Creating Scaffolds and locking Views also require permission from an Editor. Writers can edit or change View attributes if they are an author of the View. • Editors Editors may edit any Notes or Views. If a View is locked, they can unlock it and edit it. Editors also have a special Editor pull-down menu. It appears when they log in and allows them to add Users and Groups and publish Notes. Editors can also search for Cleared Notes. • Managers A manager has access to all options. Managers can add Editors or other Managers to the system. Managers can also see deleted Notes in a search. Managers, Editors, and Writers are all called “Authors” because they write Notes. All people that can sign on to the system are called users. In the future, new users such as Readers or Visitors will be added; they will not be able to author Notes. K N O © Learning in Motion W  L E D G E F O R U M III–3 III NOTES III.3 CREATING A NEW NOTE Create a new Note by clicking the New Note button You can also select a New Note from the File menu. . A new Note will appear.  III.3.1 IDENTIFY THE PROBLEM You can either type in a new Problem or select a previously defined Problem. III.3.1.1 TYPE IN A NEW PROBLEM To enter a new Problem, just type in the field. If you need more space, you can adjust the height of the Problem field by moving the field control. See section III.3.1.3 for more information on the field control. III.3.1.2 SELECT A PREVIOUSLY DEFINED PROBLEM If you want to continue work on an identified Problem, press the Problem button. The Display Tool will show a list of Problems in this View. To add a problem to your Note: III–4 K N O  W L E D G E F O R U M © Learning in Motion III NOTES • Drag and drop the desired Problem into your Note contents. —or— • Highlight the desired Problem by a single click, go to the Add to… area of the Display Tool, select the Note, and click Add . If you want to see other Problems designated in this database, select the pop-up menu on the top of the Display Tool box. K N O © Learning in Motion W  L E D G E F O R U M III–5 III NOTES You can look at Problems the View Author has designated as the Problems for this View, the Problems from all of your work, or, if you are an Editor, all Problems. Select the desired listing. III.3.1.3 CHANGE THE SIZE OF THE PROBLEM FIELD Locate your cursor on the field control. Click the mouse and, while holding it down, drag the bar to adjust the space. The revised size will be saved with the Note. You can also adjust the size of the Keyword field. III–6 K N O  W L E D G E F O R U M © Learning in Motion III NOTES  III.3.2 ENTER THE NOTE • Type the content of the Note in the region just below the Problem field. Users can change the font of the text by using the Font pull-down menu. On a Windows computer that menu is on the Note and on a Mac, the menu is on top menu bar. • Select a new font and continue to type. —or— • Highlight the existing type and change the font of the highlighted words. See chapter IX for more information. (The default font can be set by an Editor for a group of Authors.) You can also add graphics to your Note with the graphics tool. See chapter X for more information. K N O © Learning in Motion W  L E D G E F O R U M III–7 III NOTES  III.3.3 ADD SCAFFOLDS Scaffolds and Scaffold Supports are designed to help you think about what you are writing. Scaffolds will also help you find and identify Notes written by colleagues. Using Scaffolds in your Notes is another way to identify the content of Notes. Scaffold Supports can be added in three ways: • Highlight the desired Scaffold Support and press the button. The Scaffold Support will be added at the current cursor position in the Note with the cursor now located in the Scaffold. —or— • Click and drag the highlighted Scaffold Support to the correct position in the Note. —or— • Double-click the Scaffold Support. Once a scaffold has been positioned, you can: • Start typing and the text will appear between the beginning of the Scaffold and the end mark . —or— • Click the end marker and drag it over the text you want to be designated by that Scaffold. III–8 K N O  W L E D G E F O R U M © Learning in Motion III NOTES You can change the available Scaffolds by clicking the pop-up menu above the list of Scaffold Supports. Hide the Scaffolds by clicking the Show them by clicking the button at the bottom of the Note. button again. Add as many Scaffolds to the Note as is appropriate. In the picture above, the Debate Scaffold has been selected.  III.3.4 IDENTIFY KEYWORDS Keywords There are several ways to assign Keywords. • Select Keywords from an existing list of Keywords . —or— • Click the Keyword button and then click the Keywords in your Note. —or— • Type the Keywords in the Keyword field. K N O © Learning in Motion W  L E D G E F O R U M III–9 III NOTES Clicking the button will change the cursor into . Use this cursor to click the important words in the Note. If you click and drag, the Keyword will consist of more than one word. As the words are clicked, they become blue. This indicates that they have been selected as Keywords. Click a Keyword a second time to deselect it. To select a Keyword from the list, press the Keywords button . The Display Tool will show the Keywords in this View. (The Keywords in bold are ones that the Author of the View has designated as important Keywords for that View.) III–10 K N O  W L E D G E F O R U M © Learning in Motion III NOTES To add a Keyword to your Note from the Display Tool: • Drag and drop a Keyword from the Display Tool into the Note. —or— • Highlight the Keyword in the Display Tool. Select Note in the Add to… menu, and then click Add. You can also type all new Keywords to your Note. Place your cursor in the Keyword field and type. Make sure to separate the Keywords by commas. You may type in twoword keywords, such as “paint can” or “build-on.” K N O © Learning in Motion W  L E D G E F O R U M III–11 III NOTES  III.3.5 CONTRIBUTE THE NOTE Contributing a Note is like saving a file. Instead of choosing where to save a file on your hard drive, you choose a View to which you will contribute your Note. You can Contribute a Note by: • clicking the Close button on the bottom of the Note; —or— • selecting the typical close windows buttons on the respective machines. You can also save while typing the Note by: • selecting Save from the File menu; —or— • pressing the Command-S keys on Macintosh or Control-S on Windows; Once you close the Note, you will see the Contribute box. You can: • Choose a View to which the Note will be contributed. (The default is always the View you are currently in.) You must: • Give the Note an appropriate title. (It may be useful to use the Problem or Keywords listed to help you define the title.) • Click the Contribute button to contribute the Note to the specified View. III–12 K N O  W L E D G E F O R U M © Learning in Motion III NOTES III.4 READING A NOTE  III.4.1 READ, MODIFIED, UNREAD There are several different Note icons. Notes with a flipped-down corner are Notes that you wrote. Notes that are full squares are Notes written by others. Other marks on the Note icon give the user more information about the Note: This is a Note that you have not read (turquoise in color). This is a Note that you have read (red in color). This is your Note ( flipped corner), and you can write on this Note since you are an Author. To read a Note, double-click the Note icon Note icon and select Open Note from the File menu. or highlight the You can scroll through the Note and read the contents. K N O © Learning in Motion W L E D G E F O R U M III–13 III NOTES  III.4.2 OPEN THE NOTE TO FULL SCREEN (MAXIMIZE) If your Note has a lengthy text or large pictures, you may want to open the Note to full screen. To open the Note, click the Zoom(Macintosh) or the Maximize (Windows) in the right hand corner of the Note. Click it again to return to the smaller Note size. III–14 K N O  W L E D G E F O R U M © Learning in Motion III NOTES  III.5 GETTING NOTE INFO While reading Notes, you can find related Notes by clicking the Note Info button. —or— Highlight the Note and select Get Note Info… from the Objects menu. The Note Info dialog will appear. .  III.5.1 CHANGE TITLES If you want to change or edit the title of your Note, place your cursor in the area of the title and edit the title. K N O © Learning in Motion W  L E D G E F O R U M III–15 III NOTES  III.5.2 STATUS OF NOTE The Note Info box shows reference information for the Note, such as creation date, modification date, and the number of modifications.  III.5.3 PUBLISHING If you are the author you can make the Note a candidate for publishing. To do so, check the Candidate for Publication box. The Note changes to . The Note is published once three other Writers have seconded the motion to publish. To vote for the Note, Authors simply click the Sponsor Note button. Once three other Writers have sponsored the Note, the Note is then published and the icon changes to . A Note can also be published by the Editor or Manager through the Editors Options. See section XI.4 for more information. III–16 K N O  W L E D G E F O R U M © Learning in Motion III NOTES  III.5.4 AUTHORS The Note Info shows the Authors of a Note. Only Authors can change or edit a Note. To add an Author, click the button. You will see a Display Tool with Authors in your Group. You can switch to other Groups by clicking the pop-up menu on the top of the Display Tool. To add an Author: • Drag and drop the Author name into the Author space on the Note Info box. —or— • Highlight the Author you want in the Display Tool, select your Note in the Add to… menu, and then click Add.  To remove an Author: • Highlight the Author name in the Note Info box and then click . K N O © Learning in Motion W L E D G E F O R U M III–17 III NOTES  III.6 REFERENCES Click the • • • • III–18 K Reference button on the bottom of the Note to see: References: All the connections to other Notes made from this Note. Views containing: All Views that contain this Note. Notes referencing: All the connections made from other Notes to this Note. Note history: The history of changes to this Note. N O  W L E D G E F O R U M © Learning in Motion III NOTES  III.6.1 NOTE REFERENCES Select the pop-up menu to be References (the default) and you will see references made from this Note. This will include: references or quotes within the Note, Notes this Note builds-on, and Rise-Aboves contained in the Note. Double-click any Note in the list to open it. K N O © Learning in Motion W  L E D G E F O R U M III–19 III NOTES  III.6.2 REFERENCES TO THIS NOTE Select the pop-up menu to be Notes referencing and you will see references to this Note in other Notes. This will include: references or quotes within other Notes, Notes that build-on this Note, and Rise-Aboves that contain this Note. Double-click any Note in the list to open it. III–20 K N O  W L E D G E F O R U M © Learning in Motion III NOTES III.6.3 VIEWS CONTAINING Select the pop-up menu to be Views containing and you will see all the Views that contain this Note. Double-click any View in the list to open it. K N O © Learning in Motion W  L E D G E F O R U M III–21 III NOTES  III.6.4 NOTE HISTORY Select the pop-up menu to be Note history and you will see the history of the Note, including the original Author, who modified the Note, and on what dates. III–22 K N O  W L E D G E F O R U M © Learning in Motion III NOTES III.7 CONNECTING NOTES • Supports for collaboration: In addition to the focus on knowledge-building, Knowledge Forum provides an emphasis on collaboration. Knowledge Forum can be thought of as a discourse medium because of the many ways in which the program promotes Author interaction. The public nature of the database itself is perhaps Knowledge Forum’s most significant collaborative feature. Since contributors can see all other contributors’ work, there are opportunities for collaboration in Knowledge Forum that are not readily available in regular classroom activities. In many ways, the level of interaction in Knowledge Forum is superior to traditional classroom “group work.” Because all exchanges are accessible, there is the potential for the entire class to benefit from the dialogue. Unlike face-to-face discourse, which is transitory, computer-mediated communication preserves knowledge, allowing Authors to move easily between their own ideas and the ideas of others, and to revisit their ideas to study them from a variety of perspectives. Collaborative endeavors such as a review of previous work, the development of new ideas, and the synthesis of thought and discourse are not constrained by time or access. K N O © Learning in Motion W  L E D G E F O R U M III–23 III NOTES Connecting Thoughts and Ideas There are six features that allow you to connect Notes to other Notes or ideas and to replace ideas with new ideas (build knowledge). Co-Authors allows two or more Authors to work together as authors of the same Note. Annotate allows Authors to add a “sticky”-type Note to the Note of another user. Build-On allows Authors to expand and “build-on” the ideas of others. Quote allows Authors to reference other colleagues’ work in their own Notes. They may choose to reference a quoted portion of the work or the entire Note. The quote is added to the Author’s Note and a reference to the source document is stored automatically. Rise-Above allows Authors to do just that—to write an idea that will “rise above” the work that is contained in a Collection of other Notes. The Notes in the Rise-Above folder will disappear visually from the View and become accessible only through the new Rise-Above Note. When a Note is opened, the Connections button allows access to several of the features listed above. The Co-Author feature is accessed through the Note Info button and described in section III.5.4. Different tools are highlighted and available, depending on whether a Note is open and whether or not you are the Author of that Note. III-24 – K N O  W L E D G E F O R U M © Learning in Motion III NOTES  III.7.1 ANNOTATE Authors can place a yellow Annotate box in any Note. This is a quick way to give comments about something in the Note. An annotation is not like building-on to the idea; rather it is simply commenting on something— expressing an opinion, noting a spelling error, or expressing misunderstandings, etc. To create an Annotation: • Open any existing Note. • Click the Connections menu, drag down to Annotate, and release the mouse. A yellow Annotate box will appear in the Note at the current cursor position. An Annotate Note box will open. • Type into the Annotate box. • When you are done typing, click the Save button to save the Annotation. Click the Cancel button to delete it. • To open the Annotation, double-click the yellow box . K N O © Learning in Motion W  L E D G E F O R U M III–25 III NOTES  III.7.2 BUILD-ON Another type of connection is called a Build-On. Authors typically buildon any other Note when they want to share an idea or react in a way that will add to its value. A Build-On is a Note in itself and is connected to the Note that inspired it. Since Build-Ons are separate Notes themselves, they can be the subject of other Build-Ons, leading to a complex, tree-like structure. To Build-On a Note: • Click and release the button on the bottom of the Note. —or— • When a Note is highlighted, access the feature from the menu. —or— • Highlight the Note and select Build-On from the Objects menu. A new Note will appear. III–26 K N O  W L E D G E F O R U M © Learning in Motion III NOTES When you are done creating your Build-On, it appears on the screen near its parent with a line connecting the two. The Build-On inherits the problem and the keywords from the Parent Note. You can specify Scaffolds or add Keywords in a Build-On Note just as in a regular Note. Build-Ons can be moved around. Click to highlight it and then drag it to any new screen position. A line maintains the connection to the Parent Note, unless it is turned off. Build-Ons often become large structures with many branches. K N O © Learning in Motion W  L E D G E F O R U M III–27 III NOTES Showing Build-On Links By default the Build-On Links will appear. If you want to turn off the Build-On Links, go to the Notes and Views pop-up menu on the bottom of the view. Click and hold to open it. Select Build-On links. You can also turn on reference links with Build-On links. III-28 K N O W L E D G E F O R U M © Learning in Motion III NOTES Breaking a Build-On To break a Build-On, first click the Note at the point where you want the break to occur. Select Break Build-On from the Objects menu. Your screen will flash and the Build-On will break into two pieces. K N O © Learning in Motion W  L E D G E F O R U M III–29 III NOTES  III.7.3 "QUOTE" There are several ways to reference the work of others. Two are described below. Option 1: • To quote others’ work, create a new Note (or open one of your own existing Notes). • Next, open the Note you want to reference. • Highlight the section you want to quote. III–30 K N O  W L E D G E F O R U M © Learning in Motion III NOTES • Copy the highlighted section from the Note by pressing Command-C (Macintosh) rom the Edit option on the menu bar or Control-C (Windows) or selecting Copy from the Edit option on the Note. You can also use the Select All option in the Edit menu to select text. —or— Drag and drop the highlighted section into your new Note. • Return to your new Note and paste the section in by pressing Command-V (Macintosh) or Control-V (Windows) or selecting Paste from the Edit menu. • The section is put in quotes and referenced automatically. Option 2: • Find the work you want to reference and highlight the passage you want to quote. • Go to the menu and select Quote . K N O © Learning in Motion W L E D G E F O R U M III–31 III NOTES • A new Note is created automatically with the selected quote entered and referenced as part of the first entry. (To add to this Note, you can then position the cursor either before or after the reference and begin typing.) • Users can back-reference a “quote” Note and return to the original source. Double-click directly on the quoted material. –or– Click the button and double-click the footnote for that reference. The original source Note opens automatically. To remove a Quote from your Note, simply erase the text quoted by highlighting it and pressing the Delete key. The reference will automatically be removed from the bottom of your Note. Showing Reference/Quote links The default is to show Build-On links. But you can also show References links or both Build-On and reference links. If you want show Reference links, go to the Notes and View pop-up menu on the bottom of the view. Click and hold to open it. Select Reference links. III–32 K N O  W L E D G E F O R U M © Learning in Motion III NOTES  III.7.4 RISE-ABOVE Notes placed in a Rise-Above container clear themselves from the View and are then accessible only through the Rise-Above container. Rise-Above allows you to rise-above or “put away” earlier work; thus, your new theories and ideas are more visible. The Notes are still accessible but only through the Rise-Above Note. To create a Rise-Above Note: Option 1: • Open a Note and place the cursor in the Note content field. • Go to the menu and select . • A Rise-Above container appears in your Note. • Double-click the Rise-Above folder to open it. • Drag Notes from the View (or from your Note Reader) into the Rise-Above container. Option 2: • Highlight Notes you want to Rise-Above by clicking them. (If you want to include several Notes hold down the Shift Key and click). • Go to the menu and select . • A new Note opens with a Rise-Above container in the Note. The highlighted Notes will move from the View once the Rise-Above is saved. K N O © Learning in Motion W  L E D G E F O R U M III–33 III NOTES • Write a justification explaining why the Note rises-above the other Notes. You can add more Notes to the Rise-Above Note by clicking and dragging them into the Rise-Above container. If your Note has been put in a Rise-Above Note and you feel that the Rise-Above does not represent the ideas in your Note, you can remove it. • Open the Rise-Above Note and the Rise-Above container. • Click and drag your Note back onto the View. III–34 K N O  W L E D G E F O R U M © Learning in Motion III NOTES  III.8 NOTE SIZE Notes can be viewed in three sizes: Small Notes Medium-sized Notes Default size, as icons These sizes are set by the View Author. See section IV.4.2.  III.9 DELETING OR CLEARING A NOTE When a Note is highlighted, two options are available from the Edit pull-down menu: Clear Note or Delete Note. • Selecting Clear Note will clear the Note from this View; however, the Note will remain active in the database. • Selecting Delete Note will delete the Note from the database. A Manager will be able to recover deleted Notes through the Search option. See section VIII.5. K N O © Learning in Motion W  L E D G E F O R U M III–35 IV THE VIEW Purpose Views provide visual organization for the Notes. Views can be organized by topic, by Author, by unifying idea, by standards, or any other way the user would like to set up his or her work. Views consist of: • Notes • View links • background graphics and/or text K N O © Learning in Motion W  L E D G E F O R U M IV–1 IV THE VIEW  IV.1 ACCESSING A VIEW The Views menu • Click the Views button from the Tool Bar and hold down the mouse. You will see a Hotlist of Views. In this case, “About Knowledge Forum” is listed. See section IV.1.3 for more information on the Hotlist. At the bottom of the list is Go to View…. Select the About Knowledge Forum View listed by dragging the cursor down to About Knowledge Forum and releasing the mouse. See section IV.1.1 for more information.  IV.1.1 GO TO VIEW Select Go to View…. The Display Tool will appear and default to top level Views. The Views appear in alphabetical order. From the Display Tool window, you can create a View link, go directly to a View, or get information about the highlighted View. • Double-click the View name to go to a View. IV–2 K N O  W L E D G E F O R U M © Learning in Motion IV THE VIEW • To see a list of all Views in the database, not just the first level Views, click the pop-up menu and select All Views. You can also see all the Views that have View links “In this View.” • To get information about the View, highlight the View and then click Get Info . You can also get information by highlighting the View and typing Command-I (Macintosh) or Control-I (Windows), or by highlighting the View and selecting Get Info under the Objects menu. See section IV.4 for more details about the View Info dialog box. K N O © Learning in Motion W  L E D G E F O R U M IV–3 IV THE VIEW  IV.1.2 CREATE OR CLEAR A VIEW LINK • To create a View link, click a View name in the Display Tool and drag it to your View window. You can now access that View directly from the current View. • To clear a View link, highlight it with a single-click go to Edit from the menu bar, and select Clear View Link. IV–4 K N O  W L E D G E F O , R U M © Learning in Motion IV THE VIEW  IV.1.3 THE HOTLIST To add Views to your Hotlist, go to the View you want to add. Click the View Tool Bar button and, holding the mouse down, move to Add … to hotlist. Release the mouse button. The View “Vision” will be added to the Hotlist. To remove a View from the Hotlist, go to that View, click the View button on the Tool Bar, and move down to Remove … from hotlist. The View will be removed. Editors and Managers can preset certain Views for the View Hotlist. See section XI.2.1. K N O © Learning in Motion W  L E D G E F O R U M IV–5 IV THE VIEW  IV.2 CREATING/DELETING VIEWS In order to create a new View, access the New View option under the File menu. This option can be disabled by an Editor or Manager. See section XI.2.6. • A dialog box will appear. Enter a name for your new View.  IV.2.1 VIEW LEVELS • You can designate the View as a 1st level View or a 2nd level View. The 1st level Views will be the default listing on the Display Tool when you select Views. 1st level Views are usually considered starting places for new users. You can edit the View from 1st level to 2nd as you work in the database—thus making other Views more important. IV–6 K N O  W L E D G E F O R U M © Learning in Motion IV THE VIEW  IV.2.2 HIDDEN VIEWS If you are an Editor or Manager, you can hide a View. A hidden View will not be accessible by Writers or any level below Writers. In the View list, hidden Views appear with a ( ) around the name. Those Views will not appear when Writers ask for a list of Views. Hidden Views can be made accessible to everyone by selecting View Info and unchecking the hidden feature.  IV.2.3 LOCKED VIEWS View Authors, Editors, and Managers can lock Views. A locked View is designated by a lock on the bottom of the View. Unlock a View through the View Info dialog (see section IV.4) or by clicking the lock button on the bottom of the View. When a View is locked, Authors can not add Notes to that View. Users may want to lock a View when they are in the initial development process so others don’t start adding to the View until it is ready. You may also want to lock a View if it is a Navigation View. Authors, including Editors and Managers, cannot add Notes to a locked View. However, Editors and Managers can access the View Info and unlock the View or click the lock sign on the View to unlock it. K N O © Learning in Motion W  L E D G E F O R U M IV–7 IV THE VIEW  IV.2.4 DELETE A VIEW To delete a View, make that View the active View. Delete or Clear all Notes and View links in the View. Go to the Edit menu and select Delete View. Note: “Delete View” will not be accessible until the View is clear of all Notes and View links. IV–8 K N O  W L E D G E F O R U M © Learning in Motion IV THE VIEW  IV.3 VIEWING PROBLEMS, KEYWORDS, AND SCAFFOLDS When creating a new View, you can identify its Problem, Keywords and Scaffolds.  IV.3.1 VIEW PROBLEMS Click the Problem button on the bottom of the View. The Display Tool will show the Problems designated for the View. If it is empty, there is no Problem designated for the View. Only View Authors, Editors, or Managers can add Problems to a View. • To add a new View Problem, click New on the Display Tool and then type in the View Problem. —or— • To select an existing Problem for the View, go to a list of Problems “for Notes in that View,” in “My work,” or in “ All Problems.” Highlight a Problem. Click the Add to… pop-up on the bottom of the Display Tool, select the View, and click Add. K N O © Learning in Motion W  L E D G E F O R U M IV–9 IV THE VIEW The View Problem will be available to Authors who are writing Notes in that View. When they click the Problems button on the Note, they will see the View Problems appearing in bold type in the list of Problems for Notes in that View.  IV.3.2 VIEW KEYWORDS Click Keywords on the bottom of the View. The Display Tool will show the Keywords designated for that View. If this is empty, there are no Keywords designated for the View. Only View Authors, Editors, or Managers can add Keywords. • To add a new Keyword, click New on the bottom of the Display Tool and type in the Keyword. —or— • To select an existing Keyword for the View, go to a list of of Keywords “For Notes in that View,” in “My work,” or “All Keywords.” Highlight the Keyword you want to add. Click the Add to… pop-up on the bottom of the Display Tool, select the View, and then click Add. View Keyword is available to the Authors who are writing Notes in that View. When they click the Keyword button on the Note, they will see the View Keywords appearing in bold type in the list of Keywords for Notes in that View. IV–10 K N O  W L E D G E F O R U M © Learning in Motion IV THE VIEW  IV.3.3 SCAFFOLDS Click the Scaffolds button on the bottom of the View. The Display Tool shows the Scaffolds designated for that View. If this is empty, no Scaffolds have been designated for the View. Move to “Scaffolds for this Group.” When Authors open a Note in this View, they will get all Scaffolds designated for this View and all Scaffolds designated for their Group. To add a Scaffold to a View: • Use the pop-up in the Display Tool to move to All Scaffolds. Highlight the Scaffold you want to add. In the Add to… pop-up, select the View and click Add. —or— • Add a new Scaffold by clicking the New button on the bottom of the Display Tool.  Add the Scaffold name to Add Scaffold Supports, click Add Support and then save. K N O © Learning in Motion W L E D G E F O R , U M IV–11 IV THE VIEW  IV.4 VIEW INFO Set the Authors or change the View name by clicking the View Info button that appears at the bottom of the View. View Info works similar to Note Info. View Info can also be accessed through the Objects menu or by pressing Command-I (Macintosh) or Control-I (Windows) when the View is activated. View Authors, Editors, or Managers can change information on the View Info Box. Other users can only read the information. IV–12 K N O  W L E D G E F O R U M © Learning in Motion IV THE VIEW  IV.4.1 CHANGE A VIEW TITLE To change or edit the title of your View, click the View Info button. Place the cursor in the area of the title and edit the title.  IV.4.2 Change Note Icon Size View Authors, Editors, or Managers can select between three different sizes of Note icons. The default size for the Note icon is large, as shown. A medium-sized Note is smaller and can have one line of text—either the title or the Author. The small-sized Note can have one line of text. The View Info window also shows the number of modifications for the View. K N O © Learning in Motion W  L E D G E F O R U M IV–13 IV THE VIEW  IV.4.3 VIEW AUTHORS In the View Info window, the Authors appear. If you are a View Author, Editor, or Manager, you can add or delete View Authors. To add a View Author, press the Authors with a list of Authors. button. The Display Tool will appear • Select the View Author you want to add and click and drag the name to the View Info window. —or— • Click the Add to… button on the Display Tool window, select the View, and click Add. To remove an Author, highlight the author. The remove button will highlight. Click Remove Author .  You can also make a Group a View Author by dragging in the Group icon. IV–14 K N O W L E D G E F O R U M © Learning in Motion IV THE VIEW  IV.5 ADDING BACKGROUND GRAPHICS AND TEXT When you set the View screen, you may want to add graphics to your View.  IV.5.1 ADD OR EDIT A PICTURE If you are a View Author, Editor, or Manager, you can add background graphics or text to your View. To add new graphics, first change the View mode from “Notes and Views” to “Picture.” K N O © Learning in Motion W  L E D G E F O R U M IV–15 IV THE VIEW The screen will change to a blue grid background representing the Picture mode. (Remember that you will not be able to move icons or access Notes while you are in the Picture mode.) Click an existing placed picture and edit it. —or— Insert a new picture. A graphics tool palette will appear. To insert a picture, select the Media button on the Tool Bar or select “Insert Picture” under Edit on the menu bar. IV–16 K N O  W L E D G E F O R U M © Learning in Motion IV THE VIEW A small gray painting box will appear in the left-hand corner of the View window. Click the edge of the small grey box to move it to any location on the screen. A Graphic Palette will also appear. See section X.4 for more details on how to use the graphics palette. K N O © Learning in Motion W  L E D G E F O R U M IV–17 IV THE VIEW IV.5.2 CUT, PASTE, OR COPY GRAPHICS To copy and paste graphics to another View, first go to Picture mode (blue lines on the background) and highlight the graphic. Go to the Edit menu. Select Cut Picture (Command-X on the Macintosh; Control-X on Windows), or Copy Picture (Command-C on the Macintosh; Control-C on Windows). The Picture is now stored in the computer’s clipboard. Locate the desired View making sure that no picture is selected BUT that you are in Picture mode. Select Paste Picture (CommandV on the Macintosh; Control-V on Windows). IV.5.3 CLEAR GRAPHICS To clear a graphic from the View, first go to Picture mode (blue lines on the background) and highlight the graphic.  Go to the Edit menu and select Clear Picture. IV–18 K N O W L E D G E F O R U M © Learning in Motion IV THE VIEW IV.5.4 MOVE PICTURES BACK/FRONT A picture in a View can be placed behind or in front of another picture. To move a picture behind: • Highlight the picture. • Go to the Edit menu and select Send to Back. K N O © Learning in Motion W  L E D G E F O R U M IV–19 IV THE VIEW The picture will go to the back of the drawing area, thus bringing the other picture forward. The same technique is used to move a picture to the front. IV.5.5 EXIT PICTURE MODE When editing is complete, return to entering Notes by selecting Notes and Views on the bottom of the View button. IV–20 K N O  W L E D G E F O R U M © Learning in Motion IV THE VIEW  IV.6 CUT, COPY, PASTE If Notes or View links are highlighted in the View, you can cut, copy, and paste the Notes or View links. If only Notes are selected, you will see the following pull-down under the Edit menu: You can cut or copy Notes and paste them into a different View. If you have only View links or both View links and Notes highlighted, you will see a pull-down mneu similar to this: You can then cut, copy, or paste the selected Notes and View links to another View.  At any point, you can choose Select All to highlight all the Notes and View links and then cut and paste them into a different View. K N O © Learning in Motion W L E D G E F O R U M IV–21 V THE DISPLAY TOOL The Display Tool is used to view a list of attributes associated with the Notes and Views. For instance, you can look at Authors, Groups, Keywords, Notes, Problems, Scaffolds, or Views.  V.1 ACCESSING THE DISPLAY TOOL • To open the Display Tool click the Display Tool button on the Tool Bar. —or— • Select Show Display Tool from the Windows menu bar. —or— • Click Author, Keywords, or Problems buttons on the View or Note. K N O © Learning in Motion W  L E D G E F O R U M V–1 V THE DISPLAY TOOL  V.2 VIEWING AUTHORS Select Authors in the top pop-up of the Display Tool to see a list of Authors: — For this View. This is the list of View Authors who are responsible for maintaining and editing the active View. — For Notes in this View. This is a list of Authors who have contributed Notes to the active View. — In my group. This is a list of the Authors assigned to your group. That group is determined by the Editor or Manager who entered the Authors. — All Authors. This lists all Authors in the database. V–2 K N O  W L E D G E F O R U M © Learning in Motion V THE DISPLAY TOOL  V.2.1 GET INFO ON AUTHORS Select an Author and then press “Get Info” to get information on that Author If the Author Info window is yours, the Change Password button will be highlight. Clicking the Change Password button will give you a dialog which will allow you to change your password by typing in your original password and then the new password twice.  V.2.2 ADD AUTHORS TO NOTES OR VIEWS To add an Author to a Note or a View, select the Author, go to the Add to… pop-up at the bottom of the Display Tool, and select the View or the Note. Click Add. Only the Authors of the Note or View, Editors, or Managers can add an Author to that Note or that View. K N O © Learning in Motion W  L E D G E F O R U M V–3 V THE DISPLAY TOOL  V.3 VIEWING GROUPS Select Groups in the top pop-up of the Display Tool to see a list of all Groups. Double-click a Group to get information on that Group. You will see a list of Authors in the Group.  V.3.1 ADD GROUPS If you are an Editor or Manager, you can add a new Group. • Click the New… button. • Add the name of your new Group on the top of the window. • Open up the Group to which the Authors are presently assigned to transfer Authors into that Group. V–4 K N O  W L E D G E F O R U M © Learning in Motion V THE DISPLAY TOOL • Drag and drop each Author to the new Group.  V.3.2 MAKE A GROUP AN AUTHOR OF A NOTE OR VIEW If you are a Note or View Author, Editor, or Manager, you can add a Group as an Author of that Note or View. • Select the Note or View. Select the Group in the Display Tool. Go to the Add to… pop-up at the bottom of the Display Tool, select the Note or View, and click Add. —or— • Select the Info button on the bottom of the Note or View. Drag the Group from the Display Tool into the Note or View.  V.3.3 CHANGE AUTHOR TO A DIFFERENT GROUP To put an Author in a different Group: • Open up the Group that contains the Author you want to move. • Open the Group that you want to move the Author to. • Drag the Author to the new Group. K N O © Learning in Motion W  L E D G E F O R U M V–5 V THE DISPLAY TOOL  V.4 VIEWING KEYWORDS Select Keywords in the top pop-up of the Display Tool to see a list of Keywords: — For this View. The list shows the Keywords that the View Author has designated as important. — For Notes in this View. This is a list of Keywords for all Notes in the View plus the View Keywords. — In My work. This is a list of Keywords for all your work in the database. — All Keywords. This is a list of all Keywords in the database. (Because of access speed issues, this is only available to Editors and Managers.) V–6 K N O  W L E D G E F O R U M © Learning in Motion V THE DISPLAY TOOL   V.4.1 EDIT KEYWORDS • Double-click the Keyword or single-click to highlight it and then click the Get Info button. A small window will appear for editing the Keyword. V.4.2 ADD KEYWORDS TO A NOTE OR VIEW Authors, Editors, or Managers can add a Keyword to a Note or a View. • To add a Keyword to a Note or a View, select the Keyword, go to the Add to… pop-up at the bottom of the Display Tool, select the View or the Note, and click Add. —or— • For a Note, drag and drop the Keyword out of the Display Tool and into the Note. (The Keyword will be added to the Keyword list in alphabetical order.) K N O © Learning in Motion W  L E D G E F O R U M V–7 V THE DISPLAY TOOL  V.5 VIEWING NOTES Select Notes in the top pop-up of the Display Tool to see a list of Notes: — In this View. This is a list of Notes in this View. — For My work. This is a list of all Notes you have Written.  V.5.1 OPEN NOTES • Double-click a Note in the View to read the Note. If you are an author, you can edit the Note.  V.5.2 GET INFO ON THE NOTE  • Select the Note in the Display Tool and click Get Info You will see the Note Info window. V–8 K N O W L E D G E F O . R U M © Learning in Motion V THE DISPLAY TOOL  V.5.3 ADD A NOTE TO A VIEW • To add a Note to a View from the Display Tool, select the Note. Go to the Add to… pop-up at the bottom of the Display Tool, select the Note or View, and click Add.  V.5.4 ADD A REFERENCE TO A NOTE • One way to add a reference to a Note within an existing Note in which you are the Author is to open the Note you want the reference to be in. Select the Note to reference from the Display Tool. Go to the Add to… pop-up at the bottom of the Display Tool, select the Note, and click Add. —or— • Drag and drop the Note out of the Display Tool into the Note. K N O © Learning in Motion W  L E D G E F O R U M V–9 V THE DISPLAY TOOL  V.6 VIEWING PROBLEMS Select Problems in the top pop-up of the Display Tool. You will see a list of Problems: — For this View. This is a list of View Problems the author has designated as important. — For Notes in this View. This is a list of Problems for all Notes in the View plus the View Problems. — In My Work. This is a list of Problems for all work within the database. — All Problems. This is a list of all Problems in the database. (Because of access speed issues, this is available to Editors and Managers). V–10 K N O  W L E D G E F O R U M © Learning in Motion V THE DISPLAY TOOL  V.6.1 EDIT PROBLEMS • Double-click the Problem or single-click it to highlight and click Get Info . A small window will appear for editing the Problem.  V.6.2 ADD PROBLEMS TO NOTES OR VIEWS Only Note or View Authors, Editors, or Managers can add a Problem to a Note or a View. • To add a Problem to a Note or a View, select the Problem. Go to the Add To pop-up at the bottom of the Display Tool, select the View or the Note, and click Add. —or—  • For a Note, drag and drop the Problem out of the Display Tool to the Note. The Problem will replace the present Problem in the Note or add to the Problems for the View. K N O © Learning in Motion W L E D G E F O R U M V–11 V THE DISPLAY TOOL  V.7 VIEWING SCAFFOLDS Select Scaffold in the top pop-up of the Display Tool to see a list of Scaffolds: — For this View. This is the list of View Scaffolds. This shows the Scaffolds that the View Author has designated as important. These Scaffolds will appear on the Scaffold bar on each new Note in this View. — For Your Group. This is a list of Scaffolds assigned to the group. These Scaffolds appear on the Scaffold bar on each new Note open in this View. — For all Scaffolds. This is a list of all Scaffolds in the database. V–12 K N O  W L E D G E F O R U M © Learning in Motion V THE DISPLAY TOOL  V.7.1 EDIT SCAFFOLDS Only Editors, Managers, or Groups that have been given permission can edit Scaffolds. • Double-click the Scaffold or single-click to highlight it and click Get Info . A window will appear with the Scaffold and Scaffold Supports. Click any item to edit it.  V.7.2 ADD SCAFFOLDS TO VIEWS Only View Authors, Editors, or Managers can add a Scaffold to a View. • To add a Scaffold to a View, select the Scaffold. Go to the Add to… pop-up at the bottom of the Display Tool, select the View, and click Add. K N O © Learning in Motion W  L E D G E F O R U M V–13 V THE DISPLAY TOOL  V.8 VIEWING VIEWS Select View in the top pop-up of the Display Tool to see a list of: — Views in this View. This shows all View links that are in the selected View. — Level 1 Views. This shows all Views designated by the View Author as a 1st level View. — All Views. This shows all Views in the database. V–14 K N O  W L E D G E F O R U M © Learning in Motion V THE DISPLAY TOOL  V.8.1 GO TO VIEW • Double-click the View name to go to that View.  V.8.2 GET INFO ON VIEW Only View Authors, Editors, or Managers can edit View Info. All other users can only read the information. • Single-click the View to highlight it and then click View Info. See section IV.4 for more information on View Info. K N O © Learning in Motion W  L E D G E F O R U M V–15 V THE DISPLAY TOOL  V.8.3 ADD A VIEW LINK • To add a View link to a View, single-click on the View to highlight it. Go to the Add to… pop-up at the bottom of the Display Tool, select the View, and click Add. —or— • Drag and drop the View out of the Display Tool into the selected View. The View from the Display Tool will become a View link. V–16 K N O  W L E D G E F O R U M © Learning in Motion VI THE NOTE READER The Note Reader provides a convenient way to collect related Notes. By selecting Notes and placing them in the Note Reader, you can read multiple Notes easily.  VI.1 ACCESSING THE NOTE READER • Open a Note Reader by clicking the Note Reader button. The Note Reader can also be accessed from the menu bar. K N O © Learning in Motion W  L E D G E F O R U M VI–1 VI THE NOTE READER VI.1.1 ADD AND DELETE NOTES • Add Notes to the Note Reader by dragging them from the View or Display Tool and dropping them into the Note Reader. • Select multiple Notes on the View by clicking a blank area of the View and dragging a box around the desired Notes. All Notes in the “box” will highlight. Click one of the highlighted Notes, hold the mouse button down, and drag all the Notes to the Note Reader. • Select multiple Notes by holding the Shift key down and clicking the desired Notes. The Notes will be highlighted and you can drag them into the Note Reader. • Move all the Notes from a View into a Note Reader by clicking the Edit menu and dragging down to Select All. Then click and drag one of the selected Notes into the Note Reader. Copies of all the Notes in the View will appear in the Note Reader. Click anywhere on the View to deselect. VI–2 K N O  W L E D G E F O R U M © Learning in Motion VI THE NOTE READER Remove Notes in the Note Reader by: • Clicking . —or— • Removing individual Notes by highlighting them and clicking . (Select multiple Notes by holding the shift key down and clicking more than one Note.) Your Note Reader holds Notes from different Views. Using the Note Reader, you can collect Notes from different Views and place them in a new or existing View.  VI.1.2 SELECT A DISPLAY FOR THE NOTE READER You can customize the way information is shown in the Note Reader by clicking the eight buttons at the top of the Note Reader. Clicking these buttons will toggle the display, revealing or hiding parts of the Notes. This enables you to see only the Authors, the Note contents, or any combination of the eight Note attributes. K N O © Learning in Motion W  L E D G E F O R U M VI–3 VI THE NOTE READER  VI.1.3 NOTE READER SORT OPTIONS You can also sort Notes in the Note Reader using the Custom pop-up menu on the right side of the Note Reader. Click this region to reveal the menu of sort options. Once a new sort option is selected, the Notes in the Note Reader will be re-sorted in that order. Note: Notes placed in the Note Reader will not be saved when you end a Knowledge Forum session. VI–4 K N O  W L E D G E F O R U M © Learning in Motion VI THE NOTE READER  VI.2 PRINTING THE NOTE READER On the Macintosh, with the Note Reader activated, click the File menu and drag down to Print Reader. On windows, click on the File Menu located on the Note Reader and drag down to Print Reader. This will allow you to print all the Notes in the Note Reader. See chapter VII K N O © Learning in Motion W  L E D G E F O R U M VI–5 VI THE NOTE READER  VI.3 CLOSING THE NOTE READER To close the Note Reader on the Macintosh, press the Close Button at the upper left-hand corner of the Note Reader. On Windows press the Close button on the upper right-hand corner. Or, for either platform, click the File menu and select Close Reader. VI–6 K N O  W L E D G E F O R U M © Learning in Motion VII PRINT You can print: — a single Note, — selected or highlighted Notes using “Print Notes…” — all the Notes in the Note Reader using “Print Reader…” If you are an Editor or Manager, you can also print the sign-in and passwords for Users and Groups. • When printing a Note, you may choose to print it individually or along with all the Notes that are connected to it. • If you have a single Note or Multiple Notes selected, or you have a Note open and active, Print Note(s)… will appear on the File menu. Select this option to print the selected Notes. • If you have a Note Reader selected but none of the Notes are selected, Print Reader… will appear on the Macintosh on the file menu of the View and on Windows in the File menu on the Note Reader. Select this option to print all the Notes in the Reader. • Command-P on Macintosh or Control-P on Windows will also activate the Print Dialog. K N O © Learning in Motion W  L E D G E F O R U M VII–1 VII PRINT  VII.1 PRINT NOTE DIALOG Select Print and the Print Note dialog will appear. There are a number of options for printing. The Print Dialog box defaults to printing the selected Notes as well as the title, Author, published status, number of revisions, Problems, text, and Keywords. If you previously selected certain Print criteria during your current session with Knowledge Forum, the Note Print Dialog will default to that criteria. Clicking Select All places check marks in all the boxes.  Clicking Select None will de-select all the boxes. VII–2 K N O W L E D G E F O R U M © Learning in Motion VII PRINT  VII.2 SAMPLE PRINTOUT If you print the default setting for a Note, you will see something like this: K N O © Learning in Motion W  L E D G E F O R U M VII–3 VII PRINT  VII.3 PRINTING NOTE CONNECTIONS It is also possible to print the Notes connected with a selected Note. This would include Quotes, Build-Ons, Notes that your Note one Builds-On (Built-From), and Notes referencing your Note. In each of these cases, you can elect to print the reference information only (the default) or the entire contents of the Notes. Below is a printout for the Note “What are Build-Ons?,” along with its Build-On connections in reference format. VII–4 K N O  W L E D G E F O R U M © Learning in Motion VII PRINT Below is a printout for the Note “What are Build-Ons?,” along with its Build-On connections with contents. K N O © Learning in Motion W  L E D G E F O R U M VII–5 VII PRINT  VII.4 PRINTING USERS AND GROUPS If you are an Editor or Manager, the User and Group selection in the Editor menu has a Print option. See chapter XI. VII–6 K N O  W L E D G E F O R U M © Learning in Motion VII PRINT Select the Group—in this case “Sample Class”—and select Print Users . A listing of this Group’s user names and passwords will be printed. K N O © Learning in Motion W  L E D G E F O R U M VII-7 VIII SEARCH The Search/Reader allows you to search the database for Notes: by a certain Author, with certain Keywords, including certain titles, or containing specific Problems or Scaffold Supports. You can also search for Notes written by a certain Group, Notes you have not read, or Notes written by a date created or date modified. Hold down the Option key on Macintosh or Control key on Windows when selecting the search options, and you will see an Accessibility option. This allows you to find cleared Notes. When Managers hold down the Option/Control key they can find deleted Notes. The Search option also provides a convenient way to collect related Notes and to read multiple Notes.  VIII.1 ACCESSING SEARCH Click Search . The Find Note Window will appear. K N O © Learning in Motion W  L E D G E F O R U M VIII–1 VIII SEARCH  VIII.2 SEARCHING Click the pop-up menu and highlight the criteria by which you want to search for Notes: by Author, Keyword, Title, Problem, Scaffold Support, Group, Date Created, Date Modified, or Unread. You can search for a certain word, or something that starts with a certain letter or series of letters. Remember that by using “starts with” or “contains,” you may find plurals and past tense forms of the same word. For instance, if you search for Keyword is “problem,” you will get all Notes with the Keyword problem. If you search for Keyword starts with “problem,” you would get all notes with Keywords problem, problems, problematic, and so on. Similiarly, if you search for Keyword starts with “prob,” you might also get probation or probe. Type in the Keyword you are looking for and click . If you want to search using a criteria other than Keyword, click and drag down to the desired item. VIII–2 K N O  W L E D G E F O R U M © Learning in Motion VIII SEARCH When you click , the Search/Reader will appear with the results of your search. You can access any Note found in the Search by double-clicking it. You can use the Search/Reader in the same way as your Note Reader to: look at the Note’s contents, Problem, Keywords, Scaffolds, date, Authors, title, or icon. K N O © Learning in Motion W  L E D G E F O R U M VIII–3 VIII SEARCH  VIII.3 SEARCHING FOR MORE THAN ONE CRITERIA If you searched using Keyword starts with “build-on,” you would see three Notes—one by Mike and two by Marge. To retrieve only Marge’s Note, you could do another search with the Keyword “build-on” by the Author Marge. Click More Choices to create another search for Author starts with “Marge.” Click the Find button. A new search window will appear showing all Notes with the Keyword “build-on” and the Author “Marge.” Note: If you search for different items, e.g., Keyword, Author, and Scaffold, the computer will AND those items (i.e., find Notes that have all three items in them.) If you search for two Keywords, e.g., “mammals” and “whales,” the computer will search for Notes with mammals “or” whales in them. VIII–4 K N O  W L E D G E F O R U M © Learning in Motion VIII SEARCH  VIII.4 FINDING CLEARED NOTES To search for cleared Notes, click the pop-up while holding down the Option key on Macintosh or Control key on Windows. The Accessibility option will appear. Accessibility shows Notes that have been cleared from the View but are still active. K N O © Learning in Motion W  L E D G E F O R U M VIII–5 VIII SEARCH  VIII.5 FINDING DELETED NOTES Managers can click the pop-up while holding down the Option key (Macintosh) or Control key (Windows) to see an additional feature—Status. Status shows deleted Notes or Active Notes (the default setting for searches is active Notes.) VIII–6 K N O  W L E D G E F O R U M © Learning in Motion VIII SEARCH  VIII.6 CHANGING YOUR SEARCH RESULTS To change your search results (or add or delete a few Notes from the search) move your search results to a Note Reader. To move the search results, first select all the Notes in the Search/Reader. To do this quickly, make sure your Search/Reader is active and then highlight Select All from the Edit menu. Next, select Copy from the Edit menu (Command-C on Macintosh or Control-C for Windows), move to the Note Reader, and activate it. Then choose Paste from the Edit menu (Command-V on Macintosh or Control-V for Windows). Now you will be able to add or delete Notes. K N O © Learning in Motion W  L E D G E F O R U M VIII–7 VIII SEARCH  VIII.7 PRINTING THE SEARCH/READER To print your Search/Reader, first highlight the Reader, then on the Macintosh go to the File menu on the View or on Windows go the File Menu on the Reader. Then select Print Reader. If you have a particular Note or series of Notes selected, those Notes will print. See chapter VII for information on printing.  VIII.8 CLOSING A FIND NOTE DIALOG OR SEARCH/READER You can close a Find Note Dialog or Search/Reader at any time by clicking the Close button in the upper left-hand corner of the window on the Macintosh or the upper right-hand corner for Windows. VIII–8 K N O  W L E D G E F O R U M © Learning in Motion IX TEXT  IX.1 CHANGING TEXT FONT, SIZE, AND STYLES The look of the text can be determined by the user or by the Editor in the Editor’s menu. If your Editor has determined the font for your Group, that font will be the font you begin typing with. See section IX.2. However, you can also change the font, size, or style of the text within a Note or in a graphics region. To change the text in a Note or the graphics region of a Note, on the Macintosh, select Text on the menu bar. On Window, select the Text menion on the Note. You will see three options: Font, Size, and Style. Choose the Font, Size, or Style you want to use by dragging to the right and then down. K N O © Learning in Motion W  L E D G E F O R U M IX–1 IX TEXT Highlight the text you would like to change and then choose the desired Font, Size, or Style. The fonts that appear depend on the fonts you have loaded on your computer. Remember, if you select a font that is not on the computer displaying the View or Note, the computer will substitute a similar font. This is also true if the text is displayed on a different platform (i.e., text typed in on a Macintosh and displayed on Windows). If you have not highlighted text in either a graphics or text region, the font, size, and style will be grayed out on the menus. Whenchoosing a font for the graphics area in a View, Use the font option on the main menu bar.  IX.2 DETERMINING FONT FOR A GROUP An Editor can determine the default font for a Group. For instance, if the Group consists of younger children, the Editor might want to make the size of the font larger. If the Group speaks a language other than English, the Eitor might want to select a font that displays special characters. To set the font for a Group, select Users and Groups… under Editor on the top menu bar. Select the Group. IX–2 K N O  W L E D G E F O R U M © Learning in Motion IX TEXT Then change the font settings and click OK.  IX.3 CUT, COPY, PASTE, AND SELECT ALL You can use the normal cut, copy, and paste functions with text. Highlight the text you want to cut or copy and select Cut from the Edit menu (or press Command-C on the Macintosh, Control-C on Windows). Move your cursor to the new location and select Paste from the Edit menu or (press Command-V on the Macintosh, Control-V on Windows). K N O © Learning in Motion W  L E D G E F O R U M IX–3 IX TEXT If you copy text between two Notes, both of which you have authored, the text will be editable after the copy. If you copy text from another Author’s Note into your own, it will appear as a reference and you will not be able to edit it. You can’t copy text from your own Note into another Author’s Note, because you may only change your own Notes. Select All (Command-A on the Macintosh, Control-A on Windows) will select all the text in your Note. You can then cut, copy, or delete the text, or drag and drop it into a new Note. You can also use the Select All command to select all the Notes in a Note Reader or the Search/Reader. Once all the Notes are selected, you can drag and drop them into a new View or Clear them. IX–4 K N O  W L E D G E F O R U M © Learning in Motion X MEDIA: GRAPHICS  X.1 ADDING AND EDITING GRAPHICS If you are a Note or View Author, an Editor, or a Manager, the Insert Picture button under the Media menu on the top tool bar will be activated. In a Note, place your cursor in the Note contents, go to Media and click Insert Picture. A gray picture area will be placed in the Note text area. K N O © Learning in Motion W  L E D G E F O R U M X–1 X MEDIA: GRAPHICS In a View, select Picture mode on the bottom of the View, go to Media, and click Insert Picture. A gray box (your painting canvas) will appear in the upper-left corner of your View. X–2 K N O  W L E D G E F O R U M © Learning in Motion X MEDIA: GRAPHICS  X.2 VIEW PICTURES  X.2.1 ADD A VIEW PICTURE To add a picture to a View, first select Picture mode on the bottom of the View. When you move to Picture mode, the background will show a blue cross section and the Notes and View links will be muted. Go to the Media button on the Tool Bar and select Insert Picture. K N O © Learning in Motion W  L E D G E F O R U M X–3 X MEDIA: GRAPHICS A gray box (your painting canvas) will appear in the upper-left corner of your View. Click the painting canvas to activate it; a Graphics Palette will appear. (You can also access the Graphics Palette through the Windows menu bar option.) The Graphics Palette and graphics work the way most standard graphics programs do. (See section X.4 for detailed information on using the Graphics Palette.) Remember to go to the bottom of the View in order to exit the Picture mode and access Notes and Views. Picture mode must be turned back on again to edit a painting. X–4 K N O  W L E D G E F O R U M © Learning in Motion X MEDIA: GRAPHICS  X.2.2 EDITING EXISTING VIEW GRAPHICS To edit existing graphics, select Picture mode at the bottom of the View (available to a View Author or Editor/Manager only). You can now edit the Picture by clicking on it. The painting canvas will highlight, and the Graphics Palette will appear. Use the palette to edit the graphics. (See section X.4 for detailed information on using the Graphics Palette.) Remember, when you are done editing your pictures, change to Notes and Views mode to access other features.  X.2.3 DELETE A PICTURE FROM A VIEW To delete or clear a picture, highlight the picture and then select Clear Picture from the Edit menu. K N O © Learning in Motion W  L E D G E F O R U M X–5 X MEDIA: GRAPHICS  X.3 NOTE PICTURES  X.3.1 ADD A PICTURE TO A NOTE To add a graphic to a Note, locate the cursor where you want the graphic to appear, go to the Media button, and select Insert Picture. You can also select the Insert Picture option from the Edit menu. A gray box will appear in your Note. To enlarge the graphic, click the painting canvas and then click and drag one of the “grab bar” on the border to make the region larger. grab bars X–6 K N O  W L E D G E F O R U M © Learning in Motion X MEDIA: GRAPHICS If you want the graphic to start at the beginning of a line, click Return before the painting canvas. Create your graphic using the Graphics Palette. (For more information on the Graphics Palette, see section X.4.)  X.3.2 EDIT A PICTURE IN A NOTE To edit existing graphics in a Note, click the graphic to highlight the border. When you click the graphic, the Graphics Palette appears. Now you can edit your picture. Remember, you can only edit pictures in Notes you have authored.  X.3.3 DELETE A PICTURE FROM A NOTE To delete a picture from a Note, highlight the picture and click the Delete key. K N O © Learning in Motion W  L E D G E F O R U M X–7 X MEDIA: GRAPHICS  X.4 THE GRAPHICS PALETTE The Graphics Palette will appear any time you activate a graphic area in a View or Note. You can also get the Graphics Palette through the Windows menu on the menu bar. You will find a “Hide Graphics Palette” listing if the Graphics Palette is visible, or a “Show Graphics Palette” if it is not visible. The graphic region in both the View and Note is a painting canvas. Images are made of small dots called pixels. If you paint over an area that you have already painted on, the first thing you painted will be gone. The Text Tool is an exception. The Text Tool creates a moveable box that “floats” over the paint canvas. You can edit the typing in the text box at any time by highlighting the box and then editing the text. X–8 K N O  W L E D G E F O R U M © Learning in Motion X MEDIA: GRAPHICS  X.4.1 ARROW The arrow allows you to highlight a text box or highlighted area in order to move it. Click the Arrow button and then move your cursor inside the graphic area and click the text box. Grab bars will appear. You can use the arrow to move the box or to click one of the grab bars and make the area larger. If you click inside the text region, the cursor will change and allow you to edit the text. K N O © Learning in Motion W  L E D G E F O R U M X–9 X MEDIA: GRAPHICS  X.4.2 TEXT TOOL Click the Text Tool, place the cursor in the painting canvas, click again, and drag the text box to the size you need. A text box will appear with a flashing cursor, ready to receive text. If you want a larger text box, simply click and drag to extend the box. Type in the desired text. You can highlight the text and change the font, style, or size (see chapter IX). To edit text, simply select the text box with the arrow tool and then click inside the text box. You can now edit the text. The text color is the color that is designated on the Foreground Color button.  X.4.3 FILL TOOL (PAINT CAN) The Fill Tool will fill an enclosed area with the color and pattern selected. Click the paint can (the Fill Tool), move the cursor over the area you want filled, and click. The region will fill with the color in the Foreground Color region and in the pattern selected at the bottom of the Graphics Palette. X–10 K N O  W L E D G E F O R U M © Learning in Motion X MEDIA: GRAPHICS Foreground Color To select a fill color, use the Foreground Color button. Hold down the color button and move your cursor to the desired color. Release the button. This foreground color determines the color of the text, the Fill Tool, the Paint Brush, and the color displayed inside any shape created with the Shape Foreground Color Tools. Fill Pattern To select a new Fill Pattern, hold down the Pattern button and move your cursor to the desired Pattern. Release the button. This Fill Pattern determines the pattern in the Fill Tool, the pattern of the Paint Brush, and the pattern displayed inside any shape created with the Shape Tools. The Fill Pattern colors are determined by your foreground color and your background color. K N O © Learning in Motion W  L E D G E F O R U M X–11 X MEDIA: GRAPHICS Background Color button To select a background color, hold down the Background Color button and move your cursor to the desired color. Release the button. This background color determines the secondary color in a pattern. Background Color button X–12 K N O  W L E D G E F O R U M © Learning in Motion X MEDIA: GRAPHICS  X.4.4 BRUSH TOOL The Brush Tool paints a line that follows the cursor. The color and pattern of the Brush Tool are determined by the Color and Fill Patterns at the bottom of the Graphics Palette. The size of the Brush Tool is determined by the Brush Size button next to the Brush Tool. To change the brush size, hold down the Brush Size button and move your cursor to the desired brush shape. Release the button. K N O © Learning in Motion W  L E D G E F O R U M X–13 X MEDIA: GRAPHICS  X.4.5 LINE TOOL The Line Tool will draw a straight line of specified color, pattern, and width. Click the Line Tool, place your cursor in the painting canvas, and click and draw a line to the desired length. Color and Pattern are set by the Foreground and Background Color and Fill Pattern buttons on the bottom of the Graphics Palette. The width is set by the same tool that sets the width of the Brush Tool . See section X.4.4.  X.4.6 SHAPE TOOLS There are two types of Shape Tools. One has the center filled: One has an outline only: . . The color of the Shape Tools and the fill color is determined by the Foreground Color, Background Color, and Fill Pattern buttons. X–14 K N O  W L E D G E F O R U M © Learning in Motion X MEDIA: GRAPHICS The Rectangle Tool To draw a rectangle, select the Rectangle Tool. Click the painting canvas and drag the rectangle to the desired size. In the first rectangle below, the Foreground Color was set to blue, and no Fill Pattern was selected. The second rectangle was made with the same color settings, but used the rectangle outline tool; thus the outline is blue but the inside is “empty.” The Circle Tool To draw a circle, select the Circle Tool. Click the painting canvas and drag the circle to the size that you want it. As with the Rectangle Tool, you can create a circle filled with color, or an “empty” circle. The Polygon Tool To draw a polygon, select the Polygon Tool. Click the painting canvas, move your cursor to draw a line, then click again to draw another side of the polygon. Continue clicking until you have connected the last line of the polygon to the first line; or, double-click anywhere to connect and fill the polygon. As with the Rectangle Tool, you can create a polygon filled with color, or an “empty” polygon.  X.4.7 ERASER TOOL The Eraser Tool will erase part of the painting. However, it has no effect on the Text Tool. Click the Eraser and then click (or click and drag) on the part of the painting canvas you wish to erase.  You can set the Eraser size using the same tool that sets the Brush and Line sizes: . K N O © Learning in Motion W L E D G E F O R U M X–15 X MEDIA: GRAPHICS  X.4.8 SELECTION RECTANGLE TOOL The Selection Rectangle Tool allows you to frame a piece of the picture in order to move it, copy it, or delete it. Click the Selection Rectangle Tool. The cursor will become a cross-hair. Click the cross-hair in the graphics area and drag to select the desired portion of the graphic. Once the region is selected, change your cursor to an arrow and you can move, copy, or delete the selected rectangular region.  X.4.9 LASSO TOOL The Lasso Tool is similar to the Selection Rectangle Tool, except that it selects a nonrectangular region. Click the Lasso Tool. The cursor will become a cross-hair. Click the cross-hair in the graphics area and drag to the select the desired portion of the graphic. Once the region is selected (minus the background), your cursor will change to an arrow and you can move, copy, or delete the selected region. X–16 K N O  W L E D G E F O R U M © Learning in Motion X MEDIA: GRAPHICS  X.4.10 EYEDROP TOOL The Eyedrop Tool can be used to select a color from the painting to be your foreground color. Click the Eyedrop Tool, move to the painting canvas, and click over the color you want to select. The Foreground Color will update to your selection. K N O © Learning in Motion W  L E D G E F O R U M X–17 X MEDIA: GRAPHICS X.5 CUT, COPY, PASTE If a portion of a picture is selected, you can cut, copy or paste that selection. If you have used the selection rectangle tool, the text tool, or the lasso to select a portion of a picture, you can cut, copy or paste just that selection. You can insert it into another picture in the View, a different View, or a different Note. If you want to copy a whole picture, use the Selection Rectangle Tool and select the whole picture. X–18 K N O  W L E D G E F O R U M © Learning in Motion XI EDITOR OPTIONS When you sign on as an Editor or Manager, a special menu called Editor will appear on the left-hand side of the menu bar. If you click the Editor menu bar, you will see 2 options: Edit Users and Groups… Publish Note The first time you enter, you should go to Edit Users and Groups and 1. set up at least one Group for your Authors; 2. add Writers/Editors to the Group. K N O © Learning in Motion W  L E D G E F O R U M XI–1 XI EDITOR OPTIONS  XI.1 EDIT GROUPS To select the Group, use the pop-up menu after Group and highlight the Group you want to work with. XI–2 K N O  W L E D G E F O R U M © Learning in Motion XI EDITOR OPTIONS  XI.1.1 ADD A NEW GROUP To add a new Group, click the Add Group button. Type in the name of the Group you want to add and click Add.  XI.1.2 RENAME A GROUP To rename a Group, first make sure the correct Group name appears after the word Group. If it does not, select the Group pull-down and select the correct Group. Then click the Rename Group button. Change the name of the Group. K N O © Learning in Motion W  L E D G E F O R U M XI–3 XI EDITOR OPTIONS  XI.2 GROUP OPTIONS You can specify certain options and privileges for the Groups. For instance, you can determine what appears on the Hotlist of Views or what the Startup View will be for particular Groups. You can also determine which Scaffolds are available or what the default font should be. You can assign certain privileges to each Group: creating Views, creating Scaffolds, locking Views, etc. Therefore, you will want to consider how you divide your users into Groups.  XI.2.1 DETERMINE HOTLISTS You can select certain Views that will appear in the Hotlist for all Authors in a particular Group. The scrolling list of Views appears. Check the View(s) to appear on the Authors’ Hotlist by clicking to the left. The selected View will automatically appear in the Hotlist of all Authors in the Group.  XI.2.2 DETERMINE STARTUP VIEW To identify a View as the startup View (the first View the Authors in a particular Group see), highlight the View name and click Make Startup View. The selected View will turn bold. From now on when Authors from that Group sign in, they will see that first View—in this case, the “About Knowledge Forum” View. XI–4 K N O  W L E D G E F O R U M © Learning in Motion XI EDITOR OPTIONS  XI.2.3 DETERMINE SCAFFOLDS You can also determine the Scaffolds that are available to a Group. When Authors in this Group create Notes, the selected Scaffolds will always be available. Additional Scaffolds can be assigned for a particular View through the Display Tool button by the View Author. From the list of available Scaffolds, click the ones you want to make available. Click the name and a check mark will appear. In the example above, Theory Building has been selected to be available on every new Note created by this Group.  XI.2.4 SET THE DEFAULT FONT Determine the default font for the Group by setting the font and size in the box. When the Authors in that Group start typing, their text will default automatically to that font. Note that Authors may still change the font using the font menu option.  XI.2.5 ALLOW WRITERS TO CREATE SCAFFOLDS If you want Writers to be able to create their own Scaffolds, make sure the Writers create scaffolds box is checked. (The default is unchecked.) K N O © Learning in Motion  W L E D G E F O R U M XI–5 XI EDITOR OPTIONS  XI.2.6 ALLOW WRITERS TO CREATE VIEWS If you want Writers to be able to create their own View, make sure the Writers create views box is checked. (This is the default.)  XI.2.7 ALLOW WRITERS TO LOCK VIEWS If you want Writers to be able to lock a View, make sure the Lock views box is checked. (The default is unchecked.)  XI.2.8 CHANGE AUTHORS TO A DIFFERENT GROUP To change authors to a different group, use the Display Tool. • • • • Open the Display Tool. Select Groups in the pop-up menu on the top of the Display Tool. Double-click on the group that the Author you wish to move is in. Open the group you want to move the Author to. • Drag the Author name from one group to another. XI–6 K N O  W L E D G E F O R U M © Learning in Motion XI EDITOR OPTIONS  XI.3 EDIT USERS The bottom half of the Users and Groups… window allows you to change users in a Group. You will see all the users in a designated Group.  XI.3.1 SELECT A GROUP To select a certain Group, click the Group pop-up box on top of the screen and drag down to the desired Group.  XI.3.2 ADD A USER To add a user, click the Add User bottom of the list. K N O © Learning in Motion W button. You will see a new box at the  L E D G E F O R U M XI–7 XI EDITOR OPTIONS Type in the name of the new user. The computer will automatically use the first name as the Sign-in Name and the last name as the Password. You can change either the Signin name or the Password. Select the user type: Writer, Editor, Manager. Select Editor to give users access to the Editor menu and to allow them to edit any Notes or Views in the database. Select Writer to lock out access to the Editor menu and to limit the users to editing only their own Notes.  XI.3.3 EDIT A USER To change a password or correct the spelling of a user name, simply place the cursor on the user name, double-click, and make the change. You can also edit a user by placing the cursor in one of the defining fields and click Edit User. A window will appear with more fields describing that user. You can edit any of the fields. XI–8 K N O  W L E D G E F O R U M © Learning in Motion XI EDITOR OPTIONS  XI.3.4 CHANGE USER GROUPS If you want to change the group a users belongs to, select hthe group info for both groups either through the User and Groups menu or the Display tool. Then drag and drop the user from the group they are now a member of to their new group.  XI.3.5 PRINT A USER LIST Select the Print Users K N O © Learning in Motion W button to print a list of users and their passwords.  L E D G E F O R U M XI–9 XI EDITOR OPTIONS  XI.4 PUBLISH NOTES Publish Notes is active only when a Note is highlighted on the screen. If more than one Note is selected, it will remain inactive.  XI.4.1 PUBLISH A NOTE If a single Note is selected, and that Note is either a regular Note or a Candidate for Publication , you can access the Publish Note option in the Editor menu. Move the cursor to Publish Note and the Note will be published.  XI.4.2 UNPUBLISH A NOTE To UnPublish a Note, select UnPublish Note from the Editor menu. The Note will return to regular status. XI–10 K N O  W L E D G E F O R U M © Learning in Motion XII MENU BAR File Menu options have been covered elsewhere in this manual. This section will refer you to the sections that discuss each option in detail. At times, command/control keys can access these option. Since these are standard keys and are Macintosh and Windows specific, the screens below do not show the key commands. Please refer to the sections of the manual that describe a particular function, or look on the menu. Knowledge Forum has four objects: a Note, a View, a Note Reader, and a Display Tool. The Windows client has a menu on View and also menus on the individual objects. The menus on the objects are a subset of the full menu and the functions that pertain to the object. Select these menus if you are working with an object. On the Macintosh, the View menu will change depending on the object you have active. K N O © Learning in Motion W  L E D G E F O R U M XII–1 XII MENU BAR XII.1 FILE MENU A VIEW IS ACTIVE A NOTE IS HIGHLIGHTED OR OPEN A READER IS ACTIVE DISPLAY TOOL IS ACTIVE New Note—See section III.3. New View—See section IV.2. Open Note—See section III.4. Close Note—If a Note is Open, this option is highlighted. See section III.3.5. Close Reader—See section VI.3. Save Note—If the Note has changes, this option is highlighted. See section III.3.5. Print Setup…—The standard Print Setup. Print View … Print Note … Print Reader… See chapter VII. Logout—See section II.1.4. Quit—See section II.1.4. XII-2 K N O  W L E D G E F O R U M © Learning in Motion XII MENU BAR  XII.2 EDIT MENU WHEN A NOTE IS ACTIVE WHEN THE NOTE CONTENTS ARE ACTIVE WHEN A NOTE PICTURE IS ACTIVE WHEN A VIEW IS ACTIVE WHEN A VIEW LINK IS ACTIVE WHEN A VIEW PICTURE IS ACTIVE WHEN A SELECTION IN A PICTURE IS ACTIVE WHEN NOTES ARE SELECTED WHEN NOTES AND VIEWS ARE SELECTED K N O © Learning in Motion W  L E D G E F O R U M XII–3 XII MENU BAR WHEN A DISPLAY TOOL IS ACTIVE WHEN A NOTE READER IS ACTIVE Cut Note—See section IX.3. Cut/Copy/Paste Text in a Note—See section IX.3. Clear Link—See section IV.1.2. Undo—See section IX.3. Cut/Copy/Paste/Painting—See sections IV.5.2, IV.5.3. Cut/Copy/Paste Items—See section IV.6. Cut/Copy/Paste Notes—See section IV.6. Cut/Copy/Paste Selection—See section X.5. Bring to Front/Send to Back—See section IV.5.4. Select All—(in a View) See section VI.1.1. (in the Note Content) See section III.7.3. (in a Note Reader) See section VIII.6. Insert Picture—(in a View) See section IV.5. (in a Note) See section X.3.1. XII-4 K N O  W L E D G E F O R U M © Learning in Motion XII MENU BAR  XII.3 OBJECTS MENU WHEN A VIEW IS ACTIVE WHEN A NOTE IS HIGHLIGHTED WHEN A DISPLAY TOOL/NOTE READER IS ACTIVE WHEN THE NOTE IS A BUILD-ON WHEN A VIEW LINK IS ACTIVE Get View Info—See section IV.4. Get Note Info—See section III.5. Build-On—See section III.7.2. Break Build-On—See section III.7.2. Quote—See section III.7.3. Rise-Above—See section III.7.4. Annotate—See section III.7.1. K N O © Learning in Motion W  L E D G E F O R U M XII–5 XII MENU BAR  XII.4 TEXT MENU See chapter IX.  XII.5 WINDOWS MENU Graphics Palette—See section X.4. Note Reader—See chapter VI. Tool Bar—See section II.2.6. Display Tool—See chapter V.  XII.6 EDITOR MENU Users and Groups—See chapter XI. Publish/Unpublish—See section XI.4. XII-6 K N O  W L E D G E F O R U M © Learning in Motion XIII INSTALLATION: MACINTOSH SERVER Read this entire section before installing.  XIII.1 MACINTOSH CD-ROM Your Knowledge Forum software is delivered on a CD-ROM. If you load the CD-ROM into a Macintosh, you will see: • Read Me • Knowledge Forum Client folder containing: — Knowledge Forum Client application — Remote Servers file • Knowledge Forum Server folder containing: — Knowledge Forum Server — Knowledge Forum Demo Database • Knowledge Forum manual in pdf format If you load the same CD-ROM in a Windows machine, you will see: • Read Me • Knowledge Forum Client Folder containing: — Knowledge Forum Client application K N O © Learning in Motion W  L E D G E F O R U M XIII–1 XIII INSTALLATION: MACINTOSH SERVER XIII.2 THE SERVER  XIII.2.1 THE SERVER HARDWARE The Knowledge Forum Server software manages the communications and resources for a set of users. The server hardware is an important element in a successful Knowledge Forum experience. The Knowledge Forum Server software should be located on a dedicated Macintosh, without other active applications. For Macintosh, the recommend server requirements are: • a Power Macintosh with system 7.6.1 or above, with: – at least 32 megs of RAM (the use of virtual memory is not recommended) – a “fast hard drive” – an external hard drive (300 megabytes or larger) for database backups – connection to a local area AppleTalk network or Ethernet network – TCP/IP must be installed and running – Internet access (optional, but necessary if a Windows client will be connected) – optional CD-ROM drive (to load the initial program)  XIII.2.2 INSTALL AND START THE SERVER Go to the machine that will be your server. Insert the Knowledge Forum Server 3.1 Installation CD-ROM. Move a copy (drag and drop) of the Knowledge Forum Server Folder to your server hard drive. The folder contains the: Knowledge Forum® Server 3.1  Knowledge Forum® Demo XIII–2 K N O W L E D (a sample database) G E F O R U M © Learning in Motion XIII INSTALLATION: MACINTOSH SERVER Launch the server by double-clicking the icon: Knowledge Forum® Server 3.1 A Status window is displayed.  XIII.2.3 LOAD THE KNOWLEDGE FORUM® DEMO DATABASE The database stores all the work. See section XIII.5 on backing up your database to ensure that you have an extra copy of student work. Go to the File menu and select Open Local Database... or click open on the bottom of the Server window. Select the Knowledge Forum® Demo, located in the same folder as the server. Click Open at the bottom of the window. The database window will open in a few moments. K N O © Learning in Motion W L E D G E F O R U M XIII–3 XIII INSTALLATION: MACINTOSH SERVER  XIII.2.4 START A NEW DATABASE Go to the File menu and select New Local Database... Title your database and click OK. The database window will open in a few moments. .  Once you have the server installed and running and a database loaded, you are ready to use the Knowledge Forum® Client. XIII–4 K N O W L E D G E F O R U M © Learning in Motion XIII INSTALLATION: MACINTOSH SERVER  XIII.2.5 START FROM A DATABASE You can also double-click a database icon. This will launch both the database and the server. To open a second database, use the Open Local Database command in the File menu. You can have as many databases running as your server hardware will handle efficiently, and as many users in those databases as your license with Learning in Motion allows.  XIII.2.6 CLOSE A DATABASE To close a database: • Highlight the database in the list of databases. • Either click the Close button on the bottom of the screen or select Close  from the File menu. K N O © Learning in Motion W L E D G E F O R U M XIII–5 XIII INSTALLATION: MACINTOSH SERVER  XIII.2.7 TIPS FOR SERVER PERFORMANCE—MACINTOSH To get the best server performance, check a few system settings. Setting Disk Cache In the System Control Panel, locate your Memory Control Panel. On the panel you will be able to set your Disk Cache. Set this minimally to 512K. Turning off Virtual Memory When you have the Memory Control Panel open, also make sure that Virtual Memory is off. Increasing Application Size Your server is preset to run in 5M of memory. If you have more RAM available, you might want to increase the amount of memory the server utilizes. While your server is running and you are in the Finder, under the Apple File menu choose About this Macintosh. Look at how much unused memory is available. If you have memory available, you might want to increase the memory allocation given to the Knowledge Forum Server while still leaving memory available to the system. To do so, make sure the server is not running, and then. • Click once on the server icon to highlight it. • Go to the File menu and select Get Info or type Command-I. • Change the minimum and preferred size to the largest possible for your hardware. XIII–6 K N O  W L E D G E F O R U M © Learning in Motion XIII INSTALLATION: MACINTOSH SERVER  XIII.2.8 PUT DATABASE IN STARTUP FOLDER We recommend that you put aliases of your databases in your startup folder. This way if your system crashes, the databases will start when you re-boot. To do this: • Single-click your database. • Go to the File menu and select Make Alias (or type Command-M). • You will see a new version of your database in the same location, but the type will be in italics. This is an alias or “pointer to” the original database. • Go to your System Folder on your hard drive and locate your Start-up Folder. • Put the alias in the Start-up Folder.  XIII.2.9 TROUBLESHOOT INSTALLATION OF THE SERVER The server requires TCP/IP to be installed, configured, and active (or not available at all) in the System Folder. If your server seems to start-up, but in about 3 minutes (without connecting a client) either “hangs” or errors out, there is probably a misconfiguration with your TCP/IP settings. Check with your network administrator on how to proceed, or call Learning in Motion at 800-560-5670. K N O © Learning in Motion W  L E D G E F O R U M XIII–7 XIII INSTALLATION: MACINTOSH SERVER XIII.3 THE CLIENT  XIII.3.1 THE CLIENT HARDWARE The Knowledge Forum Client software is the application seen most often—the one that students run in order to create notes, perform searches, comment on colleagues’ work, or create views. The Knowledge Forum Client software allows users to communicate with the Knowledge Forum Server. On the Macintosh, we recommend that the Knowledge Forum Client software be installed on: • a Power Macintosh with System 7.5 or higher, with: – 32 megabytes of RAM and at least 6 megs free (the use of virtual memory is not recommended) –TCP/IP installed and an internet connection active (to connect to other servers not on a local area network) On Windows, we recommend that the Knowledge Forum Client software be installed on: • a Pentium machine with Windows 95 or higher, with: – 48 megabytes of RAM with a least 6 megs free – TCP/IP installed and an internet connection active (to connect to other servers not on a local area network)  XIII.3.2 INSTALL THE CLIENT ON MACINTOSH • Put the CD-ROM in your Macintosh. • Locate the Knowledge Forum Client folder. If your Macintosh does not have a CD-ROM drive, you can move the application to the machine via your network (talk to your network supervisor) or call Learning in Motion for instructions. • Drag and drop the Knowledge Forum Client folder to the desired hard drive location. XIII–8 K N O  W L E D G E F O R U M © Learning in Motion XIII INSTALLATION: MACINTOSH SERVER  XIII.3.3 INSTALL THE CLIENT ON WINDOWS The Client can also be loaded on a Windows machine. • Put the CD-ROM in your Macintosh. • Locate the Knowledge Forum Client folder on the CD-ROM. • Drag and drop the Knowledge Forum Client folder to the desired hard drive location.  XIII.3.4 START THE CLIENT To start the client: • Make sure the server is running and you have a database loaded. • Double-click Knowledge Forum® Client.  XIII.3.5 LOCATE SERVER/DATABASES If no databases are listed in the Knowledge Bases window, you must instruct the computer where to find the databases. K N O © Learning in Motion W  L E D G E F O R U M X XIII–9 XIII INSTALLATION: MACINTOSH SERVER Click the Edit Servers button . The dialog below will appear. Type the name of the machine (or the IP address of the machine) where the server and the database are located, e.g., kf.motion.com, welcome.motion.com. Most likely the name will look like the ending of your web site with a machine name at the beginning. This procedure will create a Remote Servers file in your Knowledge Forum folder. The Remote Servers file must always be located in the same place on the hard drive as your Knowledge Forum client. XIII–10 K N O  W L E D G E F O R U M © Learning in Motion XIII INSTALLATION: MACINTOSH SERVER When done entering the server name, click Add Server Then click OK K N O © Learning in Motion W .  . L E D G E F O R U M XIII–11 XIII INSTALLATION: MACINTOSH SERVER You may have only one Knowledge Base available to you. If there are several available, you will see them listed in the Knowledge Bases window. The databases are shown as the system locates them. Therefore, if the database you are looking for is located on a site over the Internet, but you also have local databases, the local databases will appear first. There might be a few seconds delay for the Internet databases to appear. To select a Knowledge Base, highlight it. See section II.1.3 for more information on signing on. Remember that the first time you sign-on, you will access the database through the user name manager and the password build. One of the first steps you should take is to set up your Users and Groups, and add Users. See chapter XI for more information on adding users and groups.  XIII.3.6 USE APPLETALK ZONES If your database is in a different zone on your network, you will need to add: zone: (name of appletalk zone) to your remote servers file.  XIII.3.7 OPERATE SERVER AND CLIENT ON SAME MACHINE Although it is not recommended for daily use, you can operate the server and client on the same machine if you want to use the machine for the demo. Install the server and client using the same method as described above. Then, when you Edit Server, type in the words: localhost. It will now find a server on the same machine as the client. We recommend you only use this feature for a demo when you only have one machine. In all other cases, locate your server on a different machine than the client. XIII–12 K N O  W L E D G E F O R U M © Learning in Motion XIII INSTALLATION: MACINTOSH SERVER  XIII.3.8 TROUBLESHOOT CLIENT INSTALLATION I don’t see the databases list in the sign-in dialog. What do I do? • Make sure your server is up and running and you have a database loaded. • If you are connecting over the Internet, make sure your TCP/IP connection is active and your IP number is valid. • Make sure you establish the location of your server through the Edit Server dialog on the client. • If you are connected over AppleTalk, make sure your network is connected and that AppleTalk is active in your Chooser. • You may have a firewall between your client and the server. You may need to poke a hole in your firewall at port: 27319. Talk to your system administrator. K N O © Learning in Motion W  L E D G E F O R U M XIII–13 XIII INSTALLATION: MACINTOSH SERVER XIII.4 TROUBLESHOOTING Can I run the client and server on the same machine? You can run the client and the server on the same machine for demos only. See section XIII.3.7. Even in this situation you may experience problems in certain sections of the program, such as printing. Running the client and server on the same machine is not recommended. My system crashed and now I don’t seem to be able to get going again. What do I do? After a system crash of either the client or the server, always restart the computer. If you continue to have the problem, try running the server with a new database, and see if you still have the problem. If that works, it means your database is the problem. Call Learning in Motion (800-560-5670) and we will try to repair your database. (Hopefully you have a backup database just in case!) See section XIII.5. If that does not work, reload your server from your CD-ROM. Call Learning in Motion (800-560-5670) and report the error. Since I only have the server running on my server machine, can I have the server automatically start up on re-booting? Put an alias of your database file in your System Startup Folder and the database and server will automatically launch when you turn on the machine. My client has crashed? What do I do? Reboot your computer and launch the client again. If possible, report the error to Learning in Motion with as much information about what you were doing at the time of the crash as possible (800-560-5670). XIII–14 K N O  W L E D G E F O R U M © Learning in Motion XIII INSTALLATION: MACINTOSH SERVER We have a firewall on Internet connection and I can’t get the database from a different location. Talk to your network administrator. You will need to put a hole in your firewall at port: 27319. My client machine has a “spinning world” on the screen and does not seems to be responding. Check your server. Make sure it is still running and no dialogs are open. I want to use a database from Knowledge Forum 2.0 on my 3.1 server. Open your 2.0 database in 3.1. The server needs to re-build the database, so it might take a while to open (you will not see a progress bar while it is re-building). When you are done, close the database and open it again. The server will do another re-build. Now your database is ready. From now on, the database should open immediately if the computer was shut down correctly. We have a firewall on Internet connection and I can’t get the database from a different location. Talk to your network administrator. You will need to put a hole in your firewall at port: 27319. K N O © Learning in Motion W  L E D G E F O R U M XIII–15 XIII INSTALLATION: MACINTOSH SERVER  XIII.5 BACKING UP YOUR DATABASE ON THE MACINTOSH It is good practice to back up your database on an external hard drive each evening. Assign one of your students to do the back up at the end of the day. To back up the database: • Close it or quit the server (click Quit from the Server File menu). • Click the database and go to the File menu and click Make Duplicate. Move the duplicate to the external hard drive. —or— Hold the Option key and drag the database to the external hard drive. This will make a duplicate copy on the external hard drive. Make sure you rename the database on the External Hard Drive. Devise a system to keep backups for about two to three weeks (if you are using the system every day) and then start archiving the oldest backups. XIII–16 K N O  W L E D G E F O R U M © Learning in Motion XIV INSTALLATION: WINDOWS SERVER Read this entire section before installing. XIV.1 WINDOWS CD-ROM Your Knowledge Forum software is delivered on a CD-ROM. If you load the CD-ROM onto a Windows machine, you will see: • Read Me • Knowledge Forum Client folder containing: — Knowledge Forum Client application • Knowledge Forum Server folder containing: — Knowledge Forum Server — Knowledge Forum Demo.kdb database Warning: The database file is read-only. This must be modified before the database is used. See instructions on the bottom of page XIV-2. • Knowledge Forum manual in pdf format If you load the same CD-ROM onto a Macintosh machine, you will see: • Read Me • Knowledge Forum Client Folder containing: — Knowledge Forum Client application — Remote Servers file K N O © Learning in Motion W  L E D G E F O R U M XIV–1 XIV INSTALLATION: WINDOWS SERVER  XIV.2 THE SERVER  XIV.2.1 THE SERVER HARDWARE The Knowledge Forum Server software manages the communications and resources for a set of users. The server hardware is an important element in a successful Knowledge Forum experience. For Windows, the recommended server requirements are: • a Pentium II or above with Windows 95/98 or above, with: – at least 64 megs of RAM – a “fast hard drive” – an external hard drive or zip disk for database backups – TCP/IP installed and running – Internet access (optional, but necessary if Windows client will be connected) – CD-ROM drive (to load the initial program)  XIV.2.2 INSTALL AND START THE SERVER Go to the machine that will be your server. • Insert the Knowledge Forum Server 3.1 Installation CD-ROM. • Move a copy of the Knowledge Forum Server Folder (simply drag and drop) to your server hard drive. The folder contains: Knowledge Forum® Server 3.1 Knowledge Forum® Demo (a sample database) IMPORTANT: Right-click the Knowledge Forum 3.1 Demo file on your hard drive and select the option Properties. In the window, uncheck the box Read-only. Click Apply. Click Close. XIV–2 K N O  W L E D G E F O R U M © Learning in Motion XIV INSTALLATION: WINDOWS SERVER Launch the server by double-clicking the icon: Knowledge Forum® Server 3.1 A Status window is displayed. Note: Make sure your system is never on standby and your hard drive is always on (in the Power Management Control Panel). See section XIV.2.7, Troubleshoot Installation of the Server, for more information.  XIV.2.3 LOAD THE KNOWLEDGE FORUM ® DEMO DATABASE The database stores all the work. See section XIV.5 on backing up your database to ensure that you have an extra copy of student work. Go to the File menu and select Open Local Database....  Select the Knowledge Forum Demo.kdb, located in the same folder as the server. Click Open at the bottom of the window. The database window will open in a few moments. K N O © Learning in Motion W L E D G E F O R U M XIV–3 XIV INSTALLATION: WINDOWS SERVER  XIV.2.4 START A NEW DATABASE Go to the File menu and select New Local Database.... Title your database, ending your database name with .kdb extension. Click OK. The database window will open in a few moments.  Once you have the server installed and running and a database loaded, you are ready to use the Knowledge Forum® Client. XIV–4 K N O W L E D G E F O R U M © Learning in Motion XIV INSTALLATION: WINDOWS SERVER  XIV.2.5 START FROM A DATABASE You can also double-click a database icon. This will launch both the database and the server. To open a second database, use the Open Local Database command in the File menu. If you do not see your database listed, select Files of Type. Ask for All files. Windows Knowledge Forum databases must end in .kdb to appear in the list as Knowledge Forum databases. You can have as many databases running as your server hardware will handle efficiently, and as many users in those databases as your license with Learning in Motion allows.  XIV.2.6 CLOSE A DATABASE To close a Database: • Highlight the database on the Server Window with a single click. • Click Close at the bottom of the server window, or select Close from the File menu. K N O © Learning in Motion W  L E D G E F O R U M XIV–5 XIV INSTALLATION: WINDOWS SERVER  XIV.2.7 TROUBLESHOOT INSTALLATION OF THE SERVER What if your server stops? The server requires TCP/IP to be installed, configured, and active (or not available at all) in the System Folder. If your server seems to start up, but in about 3 minutes (without connecting a client) either “hangs” or errors out, there is probably a misconfiguration with your TCP/IP settings. Check with your network administrator on how to proceed, or call Learning in Motion at 800-560-5670. You don’t see the databases. Make sure that the database names end in .kdb. The server keeps shutting down after about an hour. The cursor on my client is just spinning. Make sure your server machine is not set to go into standby mode. Go to the Control Panel and select Power Management. You will see two settings: System Standby and Turn off Hard Drive. Both should be set to Never. XIV–6 K N O  W L E D G E F O R U M © Learning in Motion XIV INSTALLATION: WINDOWS SERVER XIV.3 THE CLIENT  XIV.3.1 THE CLIENT HARDWARE The Knowledge Forum Client software is the application seen most often—the one that students run in order to create notes, perform searches, comment on colleagues’ work, or create views. The Knowledge Forum Client software allows users to communicate with the Knowledge Forum Server. On Windows, we recommend that the Knowledge Forum Client software be installed on: • a Pentium machine with Windows 95/98 or higher, with: – 48 megabytes of RAM – TCP/IP installed and an Internet connection active – 10 megs of hard drive space free to store the client On the Macintosh, we recommend that the Knowledge Forum Client software be installed on: • a Power Macintosh with System 7.5 or higher, with: – 32 megabytes of RAM with a least 6 megs free (the use of virtual memory is not recommended) – TCP/IP installed and an Internet connection active (in order to connect to other servers not on a local area network) – 10 megs of hard drive space free to store the client  XIV.3.2 INSTALL THE CLIENT ON WINDOWS • Put the CD-ROM in your Windows machine. • Locate the Knowledge Forum Client folder on the CD-ROM. • Drag and drop the Knowledge Forum Client folder to the desired hard drive location. XIV–7 K N O © Learning in Motion W  L E D G E F O R U M XIV–7 XIV INSTALLATION: WINDOWS SERVER  XIV.3.3 INSTALL THE CLIENT ON MACINTOSH Put the CD-ROM in your Macintosh. Locate the Knowledge Forum Client folder. If your Macintosh does not have a CD-ROM drive, you can move the application to the machine via your network (talk to your network supervisor) or call Learning in Motion for instructions. • Drag and drop the Knowledge Forum Client folder to the desired hard drive location.  XIV.3.4 START THE CLIENT To start the client: • Make sure the server is running and you have a database loaded. • Double-click Knowledge Forum® Client.  XIV.3.5 LOCATE SERVER/DATABASES If no databases are listed in the Knowledge Bases window, you must instruct the computer where to find the databases. XIV–8 K N O  W L E D G E F O R U XIV–8 M © Learning in Motion XIV INSTALLATION: WINDOWS SERVER • Click the Edit Servers button. The dialog below will appear. • Type the name of the machine (or the IP address of the machine) where the server and the database are located, e.g., kf.motion.com, welcome.motion.com. Most likely the name will look like the ending of your web site with a machine name at the beginning.  When done entering the server name, click Add Server. XIV–9 K N O © Learning in Motion W L E D G E F O R U M XIV–9 XIV INSTALLATION: WINDOWS SERVER Then click OK. You may have only one Knowledge Base available to you. If there are several available, you will see them listed in the Knowledge Bases window. The databases are shown as the system locates them. Therefore, if the database you are looking for is located on a site over the Internet, but you also have local databases, the local databases will appear first. There might be a few seconds delay for the Internet databases to appear. To select a Knowledge Base, highlight it. See section II.1.3 for more information on signing on. Remember the first time you sign-on, you will access the database through the user name manager and the password build. One of the first steps you should take is to set-up your Users and Groups and add Users. See chapter XI for more information on adding Users and Groups. This procedure creates a Remote Servers.txt file in your Knowledge Forum folder. This Remote Servers.txt file must always be located in the same place as your Knowledge Forum client. XIV–10 K N O  W L E D G E F O R U XIV–10 M © Learning in Motion XIV INSTALLATION: WINDOWS SERVER  XIV.3.6 OPERATE SERVER AND CLIENT ON SAME MACHINE Although it is not recommended for daily use, you can operate the server and client on the same machine if you want to use the machine for the demo. Install the server and client using the same method as described above. Then, when you Edit Server, type in the words: localhost. It will now find a server on the same machine as the client. We recommend you use this feature only for a demo when you only have one machine. In all other cases, locate your server on a different machine than the client.  XIV.3.7 TROUBLESHOOT CLIENT INSTALLATION I don’t see the databases list in the sign-in dialog. • Make sure your server is up and running and you have a database loaded. • If you are connecting over the Internet, make sure your TCP/IP connection is active and your IP number is valid. • Make sure you establish the location of your server through the Edit Server dialog on the client. • You may have a firewall between your client and the server. You will need to poke a hole in your firwall at port: 27319. Talk to your system administrator. XIV–11 K N O © Learning in Motion W  L E D G E F O R U M XIV–11 XIV INSTALLATION: WINDOWS SERVER  XIV.4 TROUBLESHOOTING Can I run the client and server on the same machine? You can run the client and the server on the same machine for demos only. See section XIV.3.6. Even in this situation you may experience problems in certain sections of the program, such as printing. Running the client and server on the same machine is not recommended. My system crashed and now I don’t seem to be able to get going again. What do I do? After a system crash of either the client or the server, always restart the computer. If you continue to have the problem, try running the server with a new database and see if you still have the problem. If that works, it means your database is the problem. Call Learning in Motion (800-560-5670) and we will try to repair your database. (Hopefully you have a backup database just in case!) See section XIV.5. If that does not work, reload your server from your installation disks. Call Learning in Motion (800-560-5670) and report the error. My client has crashed? What do I do? Reboot your computer and launch the client again. If possible, report the error to Learning in Motion with as much information about what you were doing at the time of the crash as possible (800-560-5670). We have a firewall on Internet connection and I can’t get the database from a different location. Talk to your network administrator. You will need to put a hole in your firewall at port: 27319. I want to use a database from my Knowledge Forum 2.0 on my Macintosh on my Windows 3.0 server. Move your 2.0 Macintosh database to your Windows machine. Add a .kdb to the name. Select Open Local Database in the File menu and locate the database. The server needs to re-build the database, so it might take a while to open (you will not see a progress bar while it is re-building). When you are done, close the database and open it again. The server will do another re-build. Now your database is ready. From now on, the database should open immediately if the computer was shut down correctly. XIV–12 K N O  W L E D G E F O R U XIV–12 M © Learning in Motion XIV INSTALLATION: WINDOWS SERVER  XIV.5 BACKING UP YOUR DATABASE ON WINDOWS It is good practice to back up your database on an external hard drive each evening. Assign one of your students to do the back up at the end of the day. To back up the database: • Close it or quit the server (click Quit from the Server File menu). • Drag and drop a copy on an external device such as a zip disk or hard drive. Devise a naming system to keep backups for about two to three weeks (if you are using the system every day). XIV–13 K N O © Learning in Motion W  L E D G E F O R U M XIV–13 XV INSTALLATION: LINUX SERVER Read this entire section before installing. XV.1 LINUX CD-ROM Your Knowledge Forum software is delivered on a CD-ROM. If you load the CD-ROM onto a Linux machine, you will see: • Read Me • Linux Knowledge Forum Server folder containing: — Linux Knowledge Forum Server: kfserver — A folder for Knowledge Forum databases: kfdb – which contains Knowledge Forum demo database: demo.kdb Warning: The database file is read-only. This must be copied to the hard drive and modified before the database is used. See instructions on page XV-2. • Knowledge Forum manual in pdf format If you load the same CD-ROM onto a Macintosh machine, you will see: • Read Me • Knowledge Forum Client Folder containing: — Knowledge Forum Client application for Macintosh — Remote Servers file If you load the same CD-ROM onto a Windows machine, you will see: • Read Me • Windows Knowledge Forum Client Folder containing: — Knowledge Forum Client application for Windows K N O © Learning in Motion W  L E D G E F O R U M XV–1 XV INSTALLATION: LINUX SERVER  XV.2 THE SERVER  XV.2.1 THE SERVER HARDWARE The Knowledge Forum Server software manages the communications and resources for a set of users. The server hardware is an important element in a successful Knowledge Forum experience. For Linux, the recommended server requirements are: • a Pentium II or above, with: – at least 64 megs of RAM – a “fast hard drive” – an external hard drive or zip disk for database backups – TCP/IP installed and running – Internet access – CD-ROM drive (to load the initial program) – Red Hat Linux 6.0 or above  XV.2.2 INSTALL AND START THE SERVER Go to the machine that will be your server. • Insert the Linux Knowledge Forum Server 3.1 installation CD-ROM. • Mount your CD-ROM (if you are having trouble mounting your CD-ROM, please see your system administrator for help). • Copy the contents of the Linux Knowledge Forum Server folder: — Linux Knowledge Forum Server: kfserver — A folder for Knowledge Forum databases: kfdb – which contains a Knowledge Forum demo database: demo.kdb to your Linux server in the directory: /usr/local/bin IMPORTANT: Right-click the Knowledge Forum demo database file on your hard drive (demo.kdb in the folder kfdb) and select the option Properties. Select the Permissions tab. In the window, make sure all write options are selected. Click OK. XV–2 K N O  W L E D G E F O R U M © Learning in Motion XV INSTALLATION: LINUX SERVER  XV.2.3 START THE KNOWLEDGE FORUM® DEMO DATABASE The database stores all the work. Make sure you keep several back up copies of your database to ensure that you have extra copies of the student work. To start the demo database type: su root (if you are not logged in as root you will need to know the root password; if you are logged in as root, ignore this step) cd /usr/local/bin ./kfserver –p 30000 kfdb/demo.kdb & This is the same procedure you would use to start any existing database. Replace the database name demo.kdb with any other database in the kfdb database folder and the port number of 30000 with an appropriate value. See section XV.2.4 for more information on port numbers.  XV.2.4 START A NEW DATABASE To start a new database, you should assign it to a unique port number. We recommend starting your first database on port number 30000 (as in the demo database example above) and assign a new port number for each new database (e.g., your second database would be on port 30001, the third database on port 30002, and so on). It is a good idea to record the port number of the databases for future reference; the clients will need this to access the databases on your Linux server. K N O © Learning in Motion W  L E D G E F O R U M XV–3 XV INSTALLATION: LINUX SERVER To start a new database type: su root (if you are not logged in as root you will need to know the root password; if you are logged in as root, ignore this step) cd /usr/local/bin ./kfserver –p 30001 –c kfdb/name_of_database.kdb & (where name_of_database is any name you want to call your database). End your database name with the .kdb extension. A new database will be created in your kfdb Knowledge Forum folder. Once you have the server installed and running and a database loaded, you are ready to use the Knowledge Forum® Client.  XV.2.5 STOP A RUNNING DATABASE To stop a database, you will first need to identify the process ID (pid) that your database is running under. To get a list of currently running processes, type: ps ax Look for the first process ID that your database is running under. Now type: kill –INT pid  XV.2.6 DELETE A DATABASE To delete a database, make sure you are logged in as root, or have superuser privileges. Find the inactive database (see section XV.2.5) that you wish to delete by typing: cd /usr/local/bin/kfdb ls XV–4 K N O  W L E D G E F O R U M © Learning in Motion XV INSTALLATION: LINUX SERVER To delete the database type: rm name_of_database.kdb (where name_of_database.kdb is the name of the database to delete).  XV.2.7 TROUBLESHOOT INSTALLATION OF THE SERVER I’ve started a database, but I can’t get back to the command prompt. Most likely what has happened is you have typed: ./kfserver –p port_number –c kfdb/name_of_database.kdb (with your own port number and database name used). You need to add a “&” to the end of the command line to have the process run in the background. To get back to the command prompt, type Control-Z to suspend the process, and then type bg to put the process in the background. Can I telnet in from a different machine and start a database? Yes. As long as telnet sessions are allowed on your machine (ask your system administrator if this is allowed), you can telnet in and start a database following the steps outlined in section XV.2.4. Keep in mind you will need to have the root password and SU to root. I’ve started a database and when I close my telnet session or close the terminal window, the database is shut down. Make sure that you exit the current shell and logout of your telnet session. Why do I see a Knowledge Forum (kfserver) process running on port 27319?  If a port number is not specified when a database is started, the default port number is 27319. K N O © Learning in Motion W L E D G E F O R U M XV–5 XV INSTALLATION: LINUX SERVER XV.3 THE WINDOWS AND MACINTOSH CLIENT  XV.3.1 THE CLIENT HARDWARE The Knowledge Forum Client software is the application seen most often—the one that students run in order to create notes, perform searches, comment on colleagues’ work, or create views. The Knowledge Forum Client software allows users to communicate with the Knowledge Forum Server. On Windows, we recommend that the Knowledge Forum Client software be installed on: • a Pentium machine with Windows 95/98 or higher, with: – 48 megabytes of RAM – TCP/IP installed and an Internet connection active – 10 megs of hard drive space free to store the client On the Macintosh, we recommend that the Knowledge Forum Client software be installed on: • a Power Macintosh with System 7.5 or higher, with: – 32 megabytes of RAM and at least 6 megs free (the use of virtual memory is not recommended) – TCP/IP installed and an Internet connection active (in order to connect to other servers not on a local area network) – 10 megs of hard drive space free to store the client  XV.3.2 INSTALL THE CLIENT ON WINDOWS To load the client on a Windows machine: • Put the CD-ROM in your Windows machine. • Locate the Windows Knowledge Forum Client folder on the CD-ROM. • Drag and drop the Knowledge Forum Client folder to the desired hard drive location. XV–6 K N O  W L E D G E F O R U M © Learning in Motion XV INSTALLATION: LINUX SERVER  XV.3.3 INSTALL THE CLIENT ON MACINTOSH To load the client on a Macintosh: • Put the CD-ROM in your Macintosh. • Locate the Knowledge Forum Client folder. If your Macintosh does not have a CD-ROM drive, you can move the application to the machine via your network (talk to your network supervisor) or call Learning in Motion for instructions. • Drag and drop the Knowledge Forum Client folder to the desired hard drive location.  XV.3.4 START THE CLIENT To start the client: • Make sure the server is running and you have a database loaded. • Double-click Knowledge Forum Client.  XV.3.5 LOCATE SERVER/DATABASES If no databases are listed in the Knowledge Bases window, you must instruct the computer where to find the databases. K N O © Learning in Motion W  L E D G E F O R U M XV–7 XV INSTALLATION: LINUX SERVER • Click Edit Servers button. The dialog below will appear. Type the name of the machine (or the IP address of the machine) where the server and the database are located (e.g., demo.motion.com) and, if the server is a Linux server, add a colon followed by the port number on which the server is running (e.g., kf.motion.com:30000). See section XV.2.4 for more information on port numbers. Most likely the name will look like the ending of your web site with a machine name at the beginning. When done entering the server name, click Add Server. XV–8 K N O  W L E D G E F O R U M © Learning in Motion XV INSTALLATION: LINUX SERVER The name of the server will appear in the bottom listing. Then click OK. You may have only one Knowledge Base available to you. If there are several available, you will see them listed in the Knowledge Bases window. The databases are shown as the system locates them. Therefore, if the database you are looking for is located on a site over the Internet, but you also have local databases, the local databases will appear first. There might be a few seconds delay for the Internet databases to appear. To select a Knowledge Base, highlight it. See section II.1.3 for more information on signing on. Remember that the first time you sign on, you will access the database through the user name manager and the password build. One of the first steps you should take is to set-up your Users and Groups and add users. See chapter XI for more information on adding users and groups. This procedure creates a Remote Servers.txt file in your Knowledge Forum folder. The Remote Servers file contains a list of machines the client should contact to locate databases. This Remote Servers.txt file must always be located in the same place as your Knowledge Forum client. K N O © Learning in Motion W  L E D G E F O R U M XV–9 XV INSTALLATION: LINUX SERVER  XV.3.6 TROUBLESHOOT CLIENT INSTALLATION I don’t see the databases list in the sign-in dialog. • Make sure your server is up and running and you have a database loaded. • If you are connecting over the Internet, make sure your TCP/IP connection is active and your IP number is valid. • Make sure you establish the location of your server through the Edit Server dialog on the client. • When specifying the location of a Linux server, be sure to add a colon followed by the port number on which the server is running (e.g., kf.motion.com:30000). XV–10 K N O  W L E D G E F O R U M © Learning in Motion XV INSTALLATION: LINUX SERVER  XV.4 TROUBLESHOOTING My system crashed and now I don’t seem to be able to get going again. What do I do? After a system crash of either the client, restart the computer. If you continue to have the problem, try running the server with a new database, and see if you still have the problem. If that works, it means your database is the problem. Call Learning in Motion (800-560-5670) and we will try to repair your database. (Hopefully you have a backup database just in case!) If that does not work, reload your server from your CD-ROM. Call Learning in Motion (800-560-5670) and report the error. My client has crashed? What do I do? Reboot your computer and launch the client again. If possible, report the error to Learning in Motion with as much information about what you were doing at the time of the crash as possible (800-560-5670). We have a firewall on Internet connection and I can’t get the database from a different location. Talk to your network administrator. You will need to put a hole in your firewall at the port your database is located on. The default port for Windows and Mac servers is: 27319. See section XV.2.4 for more information on port numbers. I want to use a database from my Knowledge Forum 2.0 on my Macintosh on my Linux 3.1 server. Move your 2.0 Macintosh database to your Linux machine. Add a .kdb to the name. Move the database to your Linux machine. Open the database as described in section XV.2.3 The server needs to re-build the database so it might take a while to open (you will not see a progress bar while it is re-building). When you are done, close the database and open it again. The server will do another re-build. Now your database is ready. From now on, the database should open immediately if the computer was shut down correctly. K N O © Learning in Motion W  L E D G E F O R U M XV–11