WordPress.org

NOTE: As of version 2.1, Organize Series now requires WordPress 2.8 - for earlier versions of WordPress, use version 2.0.8 of Organize Series

1. MAKE SURE YOU BACKUP YOUR WORDPRESS DATABASE (that's all in caps for a reason - nothing should go wrong but it's a good precaution nevertheless!!)
2. Download the File (or use the built-in updater provided by WordPress)
3. Extract to a folder in ../wp-content/plugins/. The orgSeries folder can be named whatever you want but the default is "organize-series". The final structure would be something like this: ../wp-content/plugins/organize-series/--and all the orgSeries plugin files/folders--
4. Activate orgSeries on your WordPress plugins page.
5. NEW with Organize Series 2.1 -> the Series Icon Feature uses the built in Media Uploader/picker in WordPress. You don't have to worry about what directory you upload your series icons into anymore.
6. Visit the "Options/Settings->Series Options" page to initialize all the default settings.
7. NEW with Organize Series 2.1.5 -> there is now a bundled plugin called "Organize Series Publisher" that allows you to hold a series of posts for publishing at a future date and then publish them all at once when ready. If you wish to use this plugin it must be activated after Organize Series is activated (more on this feature in the other notes section)

You can do the above or just use the new plugin install integrated in WordPress.

Upgrading

If you are upgrading from Organize Series 2.0 or above you can follow the same steps as above however make sure you revisit the Organize Series Settings page. There are some new fields that you'll need to populate. There are two ways of going about doing this:

Fill in or modify the blank fields on the options page

Specifically:

• Display series navigation links checkbox -> make sure this is checked if you want your navigation links to be automatically inserted.
• Delete all organize series datat from database... checkbox -> You can leave it unchecked UNLESS you want to have everything in your database that is organize series related removed when you delete the organize series plugin.
• Series Meta (with excerpts) textarea -> You can now control what gets displayed with post-excerpts ( the_excerpt() ). You can add exactly what is in the "Series Meta" textarea or modify to suit.
• Latest Series (tags before), (inner tags), and (tags after) textareas. -> Latest Series used to have just one template but I've brokent it out into three separate areas so you can have more control over what the Latest Series widget (or template tag) displays.

Click the "Reset Options to Default" button

This will populate all the fields with the default settings.

IMPORTANT This will also replace any customizations you have already set - so if you choose this option make sure you copy your custom settings FIRST so you can reapply them after.

Other Notes

If you customize the included series.php file (for series archive pages) and seriestoc.php file (for Series Table of Contents Page) to fit your site theme better make sure you copy those two files over to your theme directory so future upgrades of Organize Series won't overwrite your customizations.

That's it! You might want to read through the Series Options page (in the "settings" menu of WP 2.5 or "options" in earlier WP versions) and the Manage->Series Page. You'll also notice that your "write/edit" posts page now has a handy dandy series box on it for adding your posts to a series (and creating new series on the fly).

For support please visit the support forums. You can also get support from the WordPress Help Center. This is a service I have partnered with and when you pay for support from them I receive a commission so it's a way of supporting the work I do. When contacting them let them know my affiliate code which is 14322.