In ePortfolio, how do I add, revise, or delete a Glossary term?

Note: To complete these procedures, you must be assigned a role having the necessary permissions. To determine your role, follow the directions in Participant roles. To view a list of permissions associated with a given role, see Permissions, roles, and tools. For a basic understanding of roles and permissions, see Permissions and roles: Overview.

In ePortfolio, the Glossary tool provides definitions for row and column names in matrices. When participants mouse over a row or column name that matches a term in the Glossary, a short description or definition is displayed. When participants click the name, a separate window opens containing a long description and/or other related information.

On this page:

• Adding a Glossary term
• Revising a Glossary term
• Deleting a Glossary term

Adding a Glossary term

1. In the menubar of the worksite containing the matrix for which you will be creating Glossary terms, click Matrices, and then open the desired matrix.
   
   
2. Write down the exact wording of each row or column name in the matrix that will have a Glossary entry.

   Tip: To save time, select and copy the entire matrix and paste into an empty Word document. Then you can copy and paste the row and column names from the Word document to the Glossary tool.

3. From the menubar, click Glossary to open the Glossary tool.
   
   
4. Click Add to create a new term. The Add Glossary Term page will open.
   
   
5. In the "Term" field, type (or paste) the name of the matrix row or column with which the entry will be associated. The characters in this field must match the row/column name exactly.
   
   
6. In the "Short Description" field, enter a short definition or explanation of the term. This is the text that will appear when a participant mouses over the associated row or column name in the matrix.
   
   
7. In the "Long Description" field, enter a long definition or explanation of the term. This is the text that will appear when a participant clicks the associated row or column name in the matrix. Site coordinators often use the long description to provide detailed information on objectives, outcomes, or standards represented by each row in the matrix. The long description can contain hyperlinks, images, and other resources designed to help the participant better grasp the meaning and purpose of the term and the associated matrix cells.
   
   
8. Click Add Term to save the entry.

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Revising a Glossary term

1. From the menubar of the worksite containing the desired Glossary term, click Glossary to open the Glossary tool.
   
   
2. Locate the entry you wish to revise, and click Edit to edit the term. The Edit Glossary Term page will open.
   
   
3. Make the desired revisions to the "Term", "Short Description", and "Long Description" fields.

   Note: The characters in the "Term" field must match the row/column name in the corresponding matrix exactly.

4. Click Save Changes to save your revisions.

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Deleting a Glossary term

1. From the menubar of the worksite containing the Glossary term you wish to delete, click Glossary to open the Glossary tool.
   
   
2. Locate the entry you wish to delete, and click Delete to delete the term.

   Note: You cannot undo this action, and no confirmation is required.

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