COLLABORATIVE AUTHORING WITH WORD AND GOOGLEDOCS Introduction This document gives some instruction on sharing documents with others using Googledocs. Rather than the confusion of emailing multiple versions of the same document around a group, all contributors can see and work on one, online. Prerequisites You should have a working knowledge of Word, including the use of styles Contents 1. Copy a document to use in Googledocs 2 2. Sign up with Google 2 3. Create a new Google document 3 4. Sharing your document 5 5. Editing a shared document 7 6. Export to Word 9 7. Other useful functions 10 8. Using styles 13 About this Document Words in bold Will need to be typed or chosen from a menu or window Small capitals – e.g. ALT Indicate keys that you press Press KEY1 + KEY2 Press both keys together Press KEY1, KEY2 Press each key consecutively • Are guidelines on how to perform a task Bulleted lists Choose Insert - Picture Show menu commands – in this case, choose the option Picture from the Insert menu at the top of the screen This document is available from ITS reception, room 151 Malet Street or from the College intranet at www.bbk.ac.uk/its/docs/. Large print copies are available on request Collaborative Authoring 1. Copy a document to use in Googledocs Objectives Use an existing Word document as the basis of a new document Method Open a Word document 1.1 Use a word document • • In a web browser, go to the URL http://www.bbk.ac.uk/its/help/resources/ Save and open the file fisheries.doc in Word This is a fairly ordinary Word document, with no special formatting other than headings. 2. Sign up with Google Objectives Sign up for an account with Google Method Use the Sign in link at the top right of Google’s home page Comments If you already have a Gmail account you should use that unless you want another username and password to remember 2.1 Set up an account or use an existing one • • • 2 Browse to the google home page in a web browser – note that for speed you can just type google into the address bar and then press CTRL + ENTER together; www. and .com will be added automatically Click on Sign in at the top right of the page If you have a google account, enter your username and password; otherwise click on Create an account now Birkbeck IT Services Collaborative Authoring 2.2 Login to Googledocs Once you have created and/or logged into your Google account, you can browse to the Documents application. • • At the top left of the Google screen, click on more Choose Documents from the list, as shown below Note: If you have recently used Google documents, it is likely to appear within the main list of applications, and you may not need to click on more 3. Create a new Google document Objectives Create a document we can share Method Create a new document and paste in the contents of a Word document Comments There are several upload options, but copying and pasting works well 3.1 Browse upload options We will create a document by copying and pasting a Word document into a new Google Document, but it is worth looking at the import options. • On the Google documents toolbar, click on Upload • Note the options, as shown in the screenshot below Birkbeck College IT Services 3 Collaborative Authoring You may 1. Import a file from your computer 2. Import a file from the web 3. Email a document directly to the email address shown on your screen, either by putting it in the body of the email or sending it as an attachment 3.2 Create a new document • • Click on the New button, as shown in the screenshot Choose Document Google will load its word processor with a blank screen. Many of the icons should be familiar – bold, italics, copy and paste and so on. • • • • • • Switch back to Word Select all of the fisheries.doc document (CTRL + A is the shortcut) Copy the selected text (CTRL + C) Switch back to Google Docs Click into the body of the new document Paste in the copied text (CTRL + V) Google Docs will automatically convert the pasted text into HTML. • 4 Click on Edit HTML to see the HTML code Birkbeck IT Services Collaborative Authoring You will not normally use the HTML view, but sometimes it is useful in spotting why a document looks a particular way. • Click on the link <<Back to editing the document to return to that view Potential problems 1. Tables and text boxes will be converted, but results may be mixed, depending on the complexity of the original Word document 2. Text in headers and footers is omitted 3. Googledocs will happily accept formatting imported into it in this way, but the options within Google itself are more limited – in general, the less formatting there is within a document, the better the results. Font support, in particular, is limited within Google – you may import text in a particular font, but will not be able to format new text in that font unless you amend the HTML code 4. Sharing your document Objectives Share the document with other people on the course Method Use the Share tab to add other authors Comments Anyone with whom you share the document will need to sign up with Google – it may be a good idea to let them know in a separate email, sent from your usual email address 4.1 Share tab It is worth noting at this point that collaboration may not be totally unrestricted – worth considering if you plan to share a document with a large mailing list, or are allowing collaborators to invite other people to contribute. From Googledocs online help “Limits for documents and presentations: 200 combined viewers and collaborators. 10 people may edit and/or view at any given time.” Whilst you have a document open on screen, you may share it with other people by using the Share tab at the top right. • Click on Share Birkbeck College IT Services 5 Collaborative Authoring • • Enter an email address to share the document with another person on the course Click on Invite collaborators Note that you use this same screen to invite people who can only view the document, but you should do that as a separate operation (i.e. click on “as viewers”, enter their email addresses, and then click the Invite viewers button) 4.2 Other actions command You may still share a document even if you are looking at your list of Googledocs. Note that although you may select more than one document here, you may only invite people to collaborate on one document – if you select more than one, the only option available from the more actions menu is “Save as HTML”. • • Tick the box next to a document in the list Click on More actions Note the list, as shown on the right – clicking Share will open the sharing options in a new window (or tab) 6 Birkbeck IT Services Collaborative Authoring 5. Editing a shared document Objectives Try editing a document which you have been invited to view Method Use Googledocs to edit the document online Comments As you are signed in to Googledocs already, you should be able to open the document by following the link within the email you are sent 5.1 Opening a shared document A shared document is added to your list of available Googledocs once you click on the link within the email. You may have to sign into google, depending on whether you are usually logged in or not – for now, you should find that clicking the link opens the document. • Click on an invitation to collaborate in your email It may take a while for Google to open the document – where two people have the same document open, it is making sure that both editors are aware they are editing in tandem. Ownership Google docs can only determine who has access to a document from the email address you entered when sharing it. Therefore, if Y sends a shared document to X at one email address, but X signs into Googledocs with a different address, they will either see the list of collaborators as “X, Y, X’s full name” – i.e., the owner, the invited sharer and this other email account. If you have switched off the “collaborators may invite others” option, X will in this case not be able to access the document – they would have to sign up for a new google account with the email address you used (or, more likely, will complain). It is therefore recommended that you check which email address to use in advance. 5.2 Editing tools The editing process itself is straightforward – use the toolbar to change the formatting of selected text Most of the functions here are self-explanatory, but note the cut-down typeface and point size menus, as shown below; Birkbeck College IT Services 7 Collaborative Authoring Two other functions are unusual Quote: takes the current selection and indents it on both sides Remove formatting: applies default formatting to the current selection 5.3 Revision history Google keeps a list of amendments made to a document under the Revisions tab; The Compare checked button ( ) allows you to select a number of revisions and have the differences marked (a little like the track changes feature in Word). • Compare a couple of revisions of your document Once you have compared versions, the revision history window may not show the whole list – click again on the Revisions tab full list. 8 at the top to see the Birkbeck IT Services Collaborative Authoring 5.4 Contemporaneous editing When two or more (up to a maximum of 10) people are editing the same document, Google will list those working on a document at the bottom of the screen. The “refresh” link allows you to reload the document and see any changes made – though you may find the revision history more useful, as it details what has changed. 6. Export to Word Objectives Save a Google document to a file that can be opened in Word Method Use the more actions menu to export the file Comments Different export options may give different results 6.1 Export options You may export a file either from its individual window or from the list of files stored in Google Docs. • • With a document open, click on the File menu at the top left Click on Export as Word… You should then be asked whether you want to open the document or save it (it may just open automatically in Word, in which case you should make sure you save it somewhere you can find it again – F12 is the shortcut for Save as). • Try the Export as pdf option If you are at the list of files, put a tick next to the file to be exported and choose the relevant export option from the More actions menu. Birkbeck College IT Services 9 Collaborative Authoring 7. Other useful functions Objectives Briefly explore a few other useful functions Method Use the File, Style and Change menus Comments Even though they are not listed, shortcut keys will typically work as in other applications 7.1 File menu We have already looked at the export functions available from this menu. Standard file operations are listed – New, Save, Print and Rename (Save As). At the bottom of the menu are • • • Word count Find and replace (note that the usual shortcut, CTRL + H, will also work) Document settings, allowing you to set line spacing and a default font The command Save copy as presentation depends on you having used styles (see next section) – a new slide will be created wherever the document contains text formatted as Heading 1, with that text as the heading – this is how Word’s outline view works. 7.2 Text formatting Along with the usual text formatting commands, Google docs has some support for styles, allowing you to structure your document – particularly useful if, for instance, the final version is to be imported back into Word and have a table of contents added. 10 Birkbeck IT Services Collaborative Authoring 7.3 Change menu The contents of the change menu depend on what is selected within the edit window. The restore or remove extra blank lines command is designed to tidy up your document from problems that may have occurred when it was imported into Googledocs. Change menu with ordinary text selected Change menu when image is selected Change menu when cursor rests in a table The change table command allows you to set a width for a table – either a set number of pixels, a percentage of the page size or to fit its contents There are other possible appearances for this menu; if for instance you select an image which is itself within a table. 7.4 Change Image It is worth looking at the change image options. From here you may resize an image, set whether or not text is wrapped around it and decide on its alignment. Note even if an option is selected, it may not actually be applying to that image. For instance, the screenshot below shows left-aligned as the position of the image, but Google will have tried to position the image as it appeared in the original document. If you now click on Change Image, it will jump to the left of the page. Birkbeck College IT Services 11 Collaborative Authoring It is also possible to resize an image by clicking on it to select it and then dragging the boxes at any corner, as in Word. 7.5 Insert menu Most useful here for collaborative authoring is the comment command – adding a comment to your document allows for explanation of edits made, which appear indented from the main text. The insert bookmark command allows you to mark parts of the document, which can then be linked to from a table of contents – you may find that Word, which can automatically add a table of contents based on the heading styles, is easier and quicker for this, but for very long documents it might prove useful. Special character is similar to Word’s Insert-Symbol, allowing accented characters to be added – the selection is limited, but you may click on Advanced to add any character for which you can find the Unicode value – for a full list, see http://unicode.org/charts/ 12 Birkbeck IT Services Collaborative Authoring 8. Using styles Objectives Export a file as a presentation Method The file used in this exercise has been created using Word’s inbuilt styles Comments Use Heading 1 formatting to structure your document – each heading will become new slide. Word and PowerPoint can be used in a similar way, with Word in Outline view. 8.1 Import a file • • • • • Leave Googledocs open and open a new web browser (File-New Window in Internet Explorer) Go to the URL http://www.bbk.ac.uk/its/help/resources/ Save and open the file presentation outline.doc in Word Select all the text in that document Copy the text • • • Return to Googledocs Start a new document Paste the copied text in The document is an outline of a presentation. You can check what style any line is in by clicking into that line (you do not need to select text) and clicking on the Style button • • Click into the top line of the document Click on the Style button – that line is a top level heading, as shown in the screenshot • • Click into the line “Allowing all visitors…” Click on the Style button again – this line is a second-level heading We will convert the document as it is into a presentation. • Choose File-Save copy as presentation A new window will appear with the presentation within it. Note that Googledocs has automatically saved the word processor document – use a different web browser window have a look at the list of files within Googledocs to check what it has Birkbeck College IT Services 13 Collaborative Authoring been called. It may take a little while before a new document appears in the list – click one of the links on the left to refresh the display. Google picks the first line of your document as the title – note that you can have files with the same name, so you should use File-Rename to save the file if you do not want that name, or if you have already saved it and want to change the file name. Google has created a new slide at every top-level heading. The conversion is not perfect – the bullet points have not translated. You may tidy them up (by selecting the text and clicking the bulleted list icon) in the original Google word processor document, but it is just as easy to do so in the final presentation. • • • 14 Click on Start Presentation to see the presentation in a new window, almost full screen Click the mouse to move through the slides Use the up or left arrow keys to move back a slide Document 5.154 Version 1 December 2007 Birkbeck IT Services
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