Miradi Share. Self-guided Tutorial

Transcription

1 Miradi Share a platform for learning, sharing, and managing projects Self-guided Tutorial This document guides you through some of the key features of Miradi Share, to give you some ideas about how you or your organisation could use the system. You can go through each part of this document in order, or click on the links below to explore particular topics. Self-guided Tutorial - Table of Contents 1. Access and Create an Account or Login Use the Filter to find projects Learn how to format Table displays Load a Miradi project to Miradi Share (5 mins) Set up Project Team, Access Level and Publish State Explore a Project Edit a Project Understand Download vs Check-out; explore the Timeline Explore CAML Conservation Actions & Measures Archetypes Library Miradi Share Help page P a g e 1

2 Miradi Share Self-guided Tutorial 1. Access and Create an Account or Login If you already have an account, Go To Next Exercise Request an Account.... fill in the form; instructions are available on the Help screen here Type the first few letters of your Organisation Name, then wait for the drop-down list to appear; select your organisation name if it already exists; otherwise type it in. Once you re account is established, Login instructions are available on the Help screen here P a g e 2

3 2. Use the Filter to find projects Click on Projects to get a list of all publicly-available projects Click on Filter, then choose Conservation Actions, then tick the Species Management box. Click off the list to reveal the Apply button (to the right of the Clear button), then click it. This will filter the full list of Projects down to just those projects that include a Strategy which has been tagged as Species Management in the Standard Classification drop-down list in Miradi, as illustrated in the screenshot below... P a g e 3

4 This number of projects that match your filter criteria will display at the top of the page... You can use multiple filters to narrow down the number of projects that you see. For example, add another filter your current list to those projects that have a Threat Type of Hunting... P a g e 4

5 This will display all the projects that have Species Management strategies and Hunting threats. Once you find a project of interest, click on the Project Name to see more details. The amount of information displayed will depend on the Access Level set by the project owner. If you would like to see more than what is available, you can use the Contact Team button to find out more. Try some of the other Filters. Filters accumulate so remember to Clear your filters in between searches. P a g e 5

6 3. Learn how to format Table displays Try these controls to see how displayed data can be filtered and reformatted. Any data displayed in Miradi Share uses these same controls. You can export any table - - in CSV format, which can be opened in applications like Excel, - as a PDF, or - Copy and then Paste the table into a document or spreadsheet. Some tables have additional controls to tailor the information, such as the showing/hiding columns. Try some of these Table control functions using any list of projects, or the list you have from Part 1 above - Display more rows in the table by clicking on the Rows tab (top-right) and selecting a number of All - Sort a list of Projects by clicking on the small triangles beside a column name, to sort A-Z or Z-A - Choose a Project Access of Public (e.g. enter Public in the white box under the Project Access header), then under the Explore heading select Threat Ratings, and try the Show/hide columns tab. P a g e 6

7 4. Load a Miradi project to Miradi Share (5 mins) Try loading one of your Miradi projects. Instructions are also available on the Help screen here Click on Projects then Create Project Choose the Community Library (or your organisation s program if you already have one). Click Create a Shared Project from an existing Miradi Project. Note that you can also create a new project in Miradi Share, then download it to Miradi to develop it. Instructions are available here Use the default Template, then follow the Project File Instructions ; choose your file and Create the project. P a g e 7

8 You should now be able to see your project in the Community Library start typing its name under the Project column-heading, and the list will filter to reveal your project. Click on your project s name to start exploring its details. P a g e 8

9 5. Set up Project Team, Access Level and Publish State Now that your project is loaded, you can control the level of access to it. - First go to Edit, Timeline, then set its Publish State this lets viewers know whether the project is just an early Draft, is under Review, or is Published. Note that in true Adaptive Management style, Published does not necessarily mean Complete ; it just means that project has at least reached the stage of first viable iteration - others might be able to learn from it and so it s worth sharing. - You can add people to your Project Team - go to Manage, then Project Access & Team, then click on Add New Members. This will display a list of Miradi Share users enter a person s name to find them and add them to your project. The screen explains the different permission levels click on the appropriate button beside each person, then Save. - From this same screen, you can also set the Project Access Level which controls whether the project is only accessible by your Team, by anyone within your Program, or your Organisation, or is Public meaning anyone in Miradi Share can see it. P a g e 9

10 6. Explore a Project Instructions for browsing projects are available here. Choose the project you just loaded, or any other project in the Community Library, or one from your own organisation s program. Work through options under the Explore tab to see different views of the project information. For example- - Factor Summary will display a table of all the Factors in the project; you can filter the list by typing something like Strategy into the white box under the Factor header, to just show all of the project s Strategies - Diagrams will show you the Conceptual Models and Results Chains within the project, initially as thumbnails; click on the diagram to see a larger view - Most other headers will show you the information that displays in similar views within Miradi desktop P a g e 10

11 7. Edit a Project The Edit tab displays options for editing some project information directly in Miradi Share. Work through options under the Edit tab to make changes to your project. For example- - Edit Factor Information lets you edit the Details fields of all Factors within your project this includes Targets, Goals, Objectives, Threats, Strategies, Activities, and descriptions of Conceptual models and Results Chains. - Edit Classification Selections lets you change selections in any Classification schemes used by the project. Here you can make the classification selections for actions and threats that were demonstrated in the Project Filter section above. - Edit Project Slide Show lets you add images that will display at the top of your project s home page. P a g e 11

12 8. Understand Download vs Check-out; explore the Timeline Download lets you take a copy of the project so that you can view it in Miradi desktop. If you want to edit your project, you need to do a Check-out, edit it in Miradi desktop, then do a Check-in to put it back into Miradi Share. The Timeline keeps track of this cycle and manages the versions of your project. Instructions for Check-out are available here Instructions for Check-in are available here The Miradi Share Help page also has video demonstrating this process. Quick-Guide to the Check-out / Check-in process P a g e 12

13 9. Explore CAML Conservation Actions & Measures Archetypes Library CAML is an open source library housing standard theories of change for conservation actions. Entries in CAML are organized by the IUCN-CMP Standard Classification of Conservation Actions and include definitions, generic theories of change (results chains), objectives, and performance indicators for each action. Access CAML using the Select Program tab at the top of the Miradi Share screen. Click on Projects to view the projects in the library. You can then Explore the project for example, go to Diagrams and click on the Results Chain tab to see the standard theory-of-change for this action. You can also Download the Miradi file and use it as a starterset for your own results chains. P a g e 13

14 10. Miradi Share Help page The Miradi Share Help pages ( provide further information about using Miradi Share, including a range of videos demonstrating some of its features. P a g e 14