Detailed User Guide - SAIS Connect

Welcome! As a new user of SAIS Connect (powered by Discourse), we hope you will find this site intuitive and clearly structured, but here is some guidance to get you started:

Basic Terms Used by SAIS Connect (Nomenclature)

Here are some very basic terms that will be helpful to keep in mind as you use SAIS Connect or read this guide:

  • Topic: The collection of messages grouped together in a meaningful conversation, with a title, listed in a channel, beginning with an Original Post, and including all replies in chronological order.
  • Post: Each message/reply on a topic is referred to as a post. Each post has its own author and can be moved to a different topic if necessary, or even become the start of a new topic.
  • Original Post (or OP): The first post in any topic. This is key since it determines the focus of the topic and is what the title and tags will link to.
  • Community: There are communities that align with roles that school staff have (e.g., academic support, deans, lower school heads). Each channel is restricted by permissions which determines who can create, reply, and see its topics. You can configure your notification preferences per channel or even mute them as explained below. Communities are a similar concept to a ‘forum’ on other sites.
  • Tag: A marker placed on a topic to describe it. A topic can have multiple tags.
  • User: SAIS Connect is a member-only site, restricted to those who are with an SAIS member school.

Browsing SAIS Connect

Topic lists

By default, the SAIS Connect homepage will show all the Latest conversations (that you have access to) in the community but you can filter this list in a number of ways:

header

  • By community: in the menu line, click the ‘all communities’ title and a list of all the communities appears.

  • By tag: in the menu line, click the ‘all tags’ title and a list of all the tags are used will appear.

  • By level of activity: if you click on ‘Top’ the conversation topics will be listed in order of most activity (views and replies) for a specific time period. You can choose whether this is for all time, or select a specific period such as quarter, month, week, or just today.

  • By what’s ‘New’ to you: by default, new topics are those created in the last two days that you have not opened yet to keep the list fresh and relevant. New topics show a small blue dot next to the topic title

  • By what topics are “Unread”: by default, unread topics are those that you have previously opened and read for at least four minutes, and that have new posts (replies) submitted to them. Unread topics show a number in a blue circle indicating how many new posts are in the topic.

See who is participating

There are several ways to see who is involved in topics.

Users

On the homepage you will see a selection of avatars (profile pictures) of:

  • the user who started the topic (always the first photo)
  • a selection of the most active participants
  • who created the most recent post (usually the last photo)

In some cases, the first photo has a blue border or blue halo to indicate that the original poster is also the most recent poster
users3

The box at the bottom of the OP shows you:

  • who created the post and when
  • a count of the replies and views in this topic to date
  • a display of the avatars of the most frequent participants.


Navigation Tools

  • For Search, the Menu, or your User page, use the icon buttons in the upper right of your screen.
    top-menu

Keep scrolling

Click a topic title and read down the list of replies in chronological order, following links or previewing replies and quotes as you go. Use your mouse to scroll the screen, or use the timeline scroll bar on the right which also shows you how far through the conversation you’ve read. On smaller screens, select the bottom progress bar to expand it.

Jump back in

  • Selecting a topic title will take you to your last read post in the topic. To enter at the top ↑ or bottom ↓ instead, click the reply count or last reply date.

    click-reply-count
  • Topics above the light red line on a list are new or updated since your last visit. If you have read all the way to the end of a topic, the title will be light grey instead of black.

Related topics

Sometimes conversations are clearer if topics are split, where posts are moved to a more appropriate topic, or two related topics are merged. If a post is moved, a link will appear that will allow readers to jump to that comment wherever it has been moved to, and the person who posted it will also be notified.

At the end of the OP you will also see lists of related topics that link to the one you are reading.

Taking Part in Conversations

Replying

Press any reply-button Reply button to open the editor panel at the bottom of your browser. You can continue reading (and even search or navigate to different topics) while you compose your reply.

collapse-expand-editor-1



SAIS Connect shows all posts in the order they are published. It does not make you chase down multiple threaded paths. However, it still gives you lots of ways to follow the context of conversations.

To reply to a specific post in a topic, click the blue Reply button at the end of each post and your reply is linked to that post.

  • If your reply is the next one published after the post you are replying to, this will appear next in chronological order
  • If yours is NOT next, then two things happen after your post is published:
    • Your post will include a new link in its header with an image to show what this is ‘in reply to’ - clicking this link displays that previous post for context next to your reply
    • The original post includes a count of replies at the bottom - clicking this link displays the content of the replies

Drafts

Drafts will automatically be saved as you write. If you minimize the editor or navigate to a different topic, the editor might disappear. To open a draft, return to the topic you were replying to or click the highlighted bar at the bottom of your browser, and the editor will reappear with your draft.

Quoting

To insert a quote, select the text you wish to quote, then press the Quote button that pops up. There is no need to quote a whole message: it helps to be specific. Repeat this for multiple quotes even from different posts and different users. The quoted text will point to their original source.

quoting

Mentioning

To notify someone about your reply, mention their name. Type @ to begin selecting a username. This search will also search the name fields in case you don’t know a particular username.

mentioning

Emoji

To use standard Emoji, just type : to match by name, or traditional smileys ;)

emoji

Alternatively, click on more to see a complete list of emoji to select from.

Oneboxes (Link Previews)

Read details about this feature in: Rich link previews with Onebox - faq - Discourse Meta

To generate a summary for a link, paste it on a line by itself. To start a topic with a link, paste the link into the title field.

onebox-paste-link



Formatting

Your reply can be formatted using simple HTML, BBCode, or Markdown:

This is <b>bold</b>.
This is [b]bold[/b].
This is **bold**.

For more formatting tips, try our 10 minute tutorial.

Actions and Reactions

There are action buttons at the bottom of each post:

actions-reactions

  • To let someone know that you enjoyed and appreciated their post, use the like button. Share the love!
  • Grab a copy-pasteable (permalink) link to any reply or topic via the link button.
  • Use the button to reveal more actions. Flag to privately let the author, or the site staff, know about a problem. Bookmark to find this post later on your profile page.

Notifications

When someone is talking directly to you — by replying to you, quoting your post, mentioning your @username, or even linking to your post, a blue number will immediately appear over your profile picture at the top right.

When you have been sent a Personal Message you will receive this in your Inbox and a green number will appear over your profile picture to the left.

Click your profile image to scroll through all your notifications.

notifications

You can optionally receive all these notifications as push notifications to your desktop browser or Android device. Simply allow the site to send you notifications through your browser when it asks permission.

Don’t worry about missing a reply—you’ll be emailed any notifications that arrive when you are away.

If you want, you can get notified about other things happening on the site as well, either at the channel or topic level.

Topic notifications

You can change your notification level for any individual topic via the notification control at the bottom, and right hand side, of each topic.

Community notifications

Notification level can also be set per channel. To change any of these defaults, see your user preferences, or visit the channel page, and use the notification control above the topic list, on the right side.


Tag notifications

Notification level can even be set per tag. To change any of these defaults, see your user preferences, or visit the tag page, and use the notification control above the topic list, on the right hand side.


If you have any questions on how to use this site, please don’t hesitate to reach out to us at connect@sais.org