PastPerfect Online Training
Are you using your PastPerfect Online site to its full potential? Brush up on your PastPerfect Online knowledge with our free videos.
Watch and learn as we demonstrate ways to improve your PastPerfect Online site. New and experienced PastPerfect Online users alike will find something new as we review basics and more in-depth information. Our videos cover topics such as the benefits of sharing your collections with the public, how to select and share your items, updating the look and feel of your site, and more!
PastPerfect Online is an optional add-on feature for users of our PastPerfect 5.0 desktop collection and contacts management software. If you are looking for a cloud-based software to manage your contacts and collections, check out PastPerfect Web Edition.
Upcoming Lunchtime Lectures
Lunchtime Lectures are free to attend and generally last around 45-60 minutes. Each session will end with a Question and Answer portion, giving you the opportunity to ask our PastPerfect Online specialists your questions about the topic.
Understanding Your Search Options • June 17, 2024 @ 12pm Eastern
Learn about each of the methods available to search your site. We will cover the different search operators available to further narrow your results, as well as show where on your site you can provide search tips to your visitors to explain this functionality.
Registration link will be added when available.
Search Result Modification in IMS • June 24, 2024 @ 12pm Eastern
Following up on the previous session, we will demonstrate how to use the Interface Management Site to change settings for your site’s Keyword Search, Search by Term, Advanced Search, and Catalog Search functions. Learn how to edit your search tips and use the built-in search reporter to see the most popular searches on your site. We will also discuss how Quick Links can be added to your site, helping you to highlight specific records and collections for your visitors.
Registration link will be added when available.
Sharing Media Files • Summer 2024 TBA
Enhance your web visitors’ online experience by sharing links to multimedia files. We will demonstrate how to link several files, including a PDF and a video, on PastPerfect Online catalog records using simple HTML. We will also discuss some best practices for selecting these supplemental files. Detailed information on how to use our optional PPO Links hosting service will be reviewed at the end of the session.
Registration link will be added when available.
All Videos
"Just the Basics" Series: Updating Your PPO Site
This series provides an overview of how to select, create, and upload your files over four short videos. It is a great crash course for both new users and those who need a quick refresher. For more in-depth instruction, check out the "How to Share Your Collections" series instead.
Selecting Your Records to Go Online
January 2017 • Video 1 of 4 • 3m 19s
This video reviews two ways to select records to share online: individually and from a Catalog List.
Selecting Fields
January 2017 • Video 2 of 4 • 3m 10s
This video reviews how to select which data fields to share online, how to change the order that the fields appear on your site, and how to rename the fields so they display with a web-friendly name.
Setting up Advanced Search
January 2017 • Video 3 of 4 • 2m 39s
This video reviews how to set up Advanced Search mapping to help your visitors receive the best possible results when performing a search on your site.
Creating and Uploading Files
January 2017 • Video 4 of 4 • 4m 5s
This video reviews how to create and upload web-friendly data and images to your PastPerfect Online site.
Series: How to Share Your Collections
This 3-part video series offers a deep dive into the PastPerfect side of the sharing process: selecting, creating, and uploading your files.
Selecting Your Records to Go Online
September 2023 • Video 1 of 3 • 14m 45s
In this lecture, we review the various methods of selecting records to be shared online individually and how to remove both records and individual image attachments from the web. We also share a few tips on how Catalog Lists can be used to further manage your online collections for future uploads.
The Web Publishing Wizard Part 1
September 2023 • Video 2 of 3 • 18m 57s
This video covers the first three steps of the Web Publishing Wizard. It reviews how to select which fields are shared and why field order matters, customizing the display names for your fields, and setting up Advanced Search categories and field mapping.
The Web Publishing Wizard Part 2
September 2023 • Video 3 of 3 • 17m 40s
Our series concludes with the final three steps of the Web Publishing Wizard: reviewing your selected records, creating web copies of your selected data and images, and uploading your files.
Series: How to Search Your Collections
This 3-part webinar series discusses how to search within PastPerfect Online, provide your web visitors with helpful tips so they can understand their options, and modify the appearance of search results on your site.
The Basics of Searching
June 2018 • Video 1 of 3 • 27m 26s
Learn the basics of Keyword Search and Advanced Search. Topics will include using quotes to narrow results, using wildcards to broaden results, and connecting searches with AND to find items that match multiple criteria.
Sharing Search Tips with Visitors
June 2018 • Video 2 of 3 • 21m 10s
Providing your online visitors with tips and tricks about searching will help them receive the most accurate results. We’ll show you how to ensure your web visitors’ success by adding Help Text to your search pages and modifying your Landing Page to share tips.
Modifying Search Results
June 2018 • Video 3 of 3 • 22m 38s
Customizing how your collection items display within search results helps your visitors easily determine which records they want to learn more about. We’ll discuss how to modify the way your records are sorted and how to display an item’s description on the search result screen for maximum impact.
Standalone Videos
Share your Collections with the World
3m 40s
A brief introduction to the PastPerfect 5.0 add-on feature: PastPerfect Online. Learn about the features available inside the add-on, and how to make the items of your choosing available to the public.
Introduction to PastPerfect Online
May 2023 • 25m 29s
This is a video on the basics of sharing your PastPerfect 5.0 collections with the public using PastPerfect Online. We will review an example site from the visitor's perspective, highlight ways you can customize your site, explore the multiple search functions, and more.
Sharing Media Files
December 2017 • 46m 7s
Enhance your web visitors’ online experience by sharing links to multimedia files. We will demonstrate how to link to a PDF and embed a YouTube video on a PastPerfect Online catalog record using simple HTML. We will also review some best practices for selecting these supplemental files.
Image Options
December 2017 • 46m 15s
Learn about various options when creating web-friendly images for your online researchers. Topics will include selecting images from your PastPerfect records, resizing online images, watermarking online images, and changing the shape of your image thumbnails. We’ll also discuss tips to speed up the image creation process.
Updating Your Landing Page
December 2017 • 49m 37s
Attendees will be shown two versions of the same website and will be walked through all the steps to get from point A to point B. Step-by-step instructions on how to make some of the most commonly requested changes will be included.
Benefits of Sharing Collections Online
1h 4m 38s
Attendees will be shown two versions of the same website and will be walked through all the steps to get from point A to point B. Step-by-step instructions on how to make some of the most commonly requested changes will be included.