OPS 3.5 Updates

learning-ops/3.5/README.md

@@ -5,7 +5,7 @@ title: 'Learning OPS 3.4: A User Guide to Open Preprint Systems'
 description: A guide for how to use Open Preprint Systems (OPS)
 ---
 
-# Learning OPS 3.4: A User Guide to Open Preprint Systems
+# Learning OPS 3.5: A User Guide to Open Preprint Systems
 
 Learning OPS 3 is a guide for how to use Open Preprint Systems (OPS), an open source application for managing the posting of preprint research papers. This guide is for Server Managers and Moderators and explains how to set up a preprint server, develop policies and workflows, moderate and post preprints, and display them on your server website.
 

learning-ops/3.5/content-discovery.md

@@ -19,6 +19,28 @@ If subcategories have been created, users will be able to search these by clicki
 
 ![A sample History category with a Cultural History subcategory.](./assets/learning-ops-content-discovery-search-subcategory.png)
 
+### Highlights
+
+Highlights allow you to feature images and information on your preprint server home page. Use this to draw attention to a Call for Preprints or to highlight a particular post. If you add multiple highlights, they will be added to a carousel display that rotates between highlights. **This feature may not work for all themes**.
+
+![Homepage displaying a call for manuscripts highlight.](./assets/ops-highlight-3.5.png)
+
+#### Create a Highlight #create-highlights
+
+> Note: The Highlights feature may not currently work with all themes.
+{:.warning}
+
+In the Highlights section of Website > Setup, you can feature images and information on your home page. Use this to draw attention to a Call for Preprints or to highlight a particular post. If you add multiple highlights, they will be added to a carousel display that rotates between highlights.
+
+To add a highlight:
+1. Navigate to Website, under Settings, click on the Set Up menu tab and click on Highlights. 
+2. Click on the button ‘Add Highlight’.
+3. Enter a title, a short description, the URL of the page you want readers to visit, a button label, an optional image
+4. Click ‘Save’.
+
+![Menu screen with the fillable fields to create a highlight.](./assets/ops-website-add-highlights-3.5.png)
+
+
 ### Advanced Search
 
 The advanced search provides you with a few more filters to find content. This includes having a specific date range or by author name.

learning-ops/3.5/users-roles.md

@@ -31,6 +31,70 @@ If permissions have been granted, the Author will be able to provide updates and
 
 The Reader role is the simplest role in OPS, and has the fewest capabilities. They will be able to access and read content if the Server provides online access to content in the distribution settings.
 
+## Edit or Add a Role
+From the Roles tab, you can grant or remove access to the Production stage by checking or unchecking the relevant stage.
+
+You can create new roles by clicking the “Create New Role” button, or edit an existing role by clicking the blue arrow next to a role and selecting “Edit”.
+
+![Slide out windor to create a new role in OPS.](./assets/OPS-3.5-Role.png)
+
+**Permission Level**: As described in the previous section, this indicates the level of permissions granted to this role.
+
+**Role Name**: You can use this field to rename any role easily.
+
+**Abbreviation**: Each role must have a unique abbreviation. This is used as a short identifier for participants.
+
+**Role Options**: Configure specific options related to the role.
+- Show role title in contributor lists: Users with this role will have their title included in the contributor list when making submissions.
+- Allow user self-registration: Allow users to register freely for this role. Useful for allowing users register as Authors or Reviewers. Be very careful not to enable this option for roles that have access to sensitive information, such as Editors or Journal Managers.
+- This role is only allowed to recommend a review decision and will require an authorised editor to record a final decision: Enable this to limit a role’s ability to make editorial decisions.
+Consider role in masthead list: Select this to automatically include anyone with this role on the list of Editorial Board members.
+- Permit changes to Settings: Select this to allow the role access to all journal settings and configurations.
+
+## Invite a New User
+Email configuration must be completed by a system administrator for the system to send invitation and registration confirmation emails to users. See the Administrator’s Guide for more information.
+
+While users can self-register accounts for roles like Reader and Author (or other roles specified by you in the previous section), you can also invite users to take on new roles. This is especially useful for you to invite members of your Editorial Board to have the right permissions they need to work in your press.
+
+From Settings > Users & Roles, click Invite to a Role.
+
+![Invitation table in Users & Roles.](./assets/OPS-3.5-Invite-Users.png)
+
+First, you’ll be asked to search for the user. You can enter their email, username, or ORCID to ensure that they’re not already registered. If they aren’t, you’ll be prompted to invite them.
+
+Enter their email, first and/or last name, and select the role(s) you wish to assign them. You can use the “Add Another Role” button to assign multiple roles. The user can also self-register for additional roles later from their user settings. Enter a start date for the role and choose whether it should appear on the masthead (the automatically generated page listing Editorial Masthead).
+
+![Step 1 Searching for User in the new invitation process.](./assets/OPS-3.5-Create-User.png)
+
+Click Save and Continue. On the final screen, you can preview and edit the email message that will be sent to the invitee.
+When you are ready, click “Invite user to the role”.
+
+You can see the status of the invitation from the Invitations list. You can edit your invitation (to add or adjust roles), or cancel your invite.
+
+![Additional Menu option showing Edit or Cancel Invite for a newly invited user.](./assets/OPS-3.5-Invite-Edit.png)
+
+## Add and Remove Roles from a User 
+Once a user has self-registered or accepted an invite, you can edit their profile to adjust their roles. Just like sending an invite, you can select a start date and choose whether the user will appear in the Server Editorial Masthead.
+
+To edit a user:
+1. Navigate to Settings > Users & Roles
+2. Search for the user you wish to assign a role to under Current Users, click the three dots, and select *Edit*
+3. Click Add Another Role
+4. Select a new role
+5. Choose a Start Date
+6. Indicate whether this user should appear on the Server Masthead
+7. Click Save and Continue
+
+![Step 1 of inviting a user to a new role.](./assets/OPS-3.5-Edit-User.png)
+
+If a user is set to appear in the Journal Masthead, their name and affiliation will be displayed in the Editorial Masthead section.
+
+When you remove a role from a user, the End Date will automatically be set to the current date. If you select the user to appear in the Server Masthead, their name and affiliation will be displayed in the Editorial Masthead section of the press.
+
+![Editorial Masthead page in OPS.](./assets/OPS-3.5-Masthead.png)
+
+The role end date will be automatically registered when the role is removed from the user.
+
 ## Permission to Edit Metadata
 
 ### Granting Author permissions