Continuing the discussion from Creating sub-categories at OKI Discuss in our local languages/groups:
We’re ready to start testing out some functionality here and will use this space to maintain an open conversation about the process.
We’re going to run this pilot with the following groups:
To prepare I’ve done a few things that you need to be aware of:
- You’ve all been granted ‘moderator’ status/privileges
- You all now have a category set up as a home for your Local Group’s discussion, they are all sub-categories here: https://discuss.okfn.org/c/local-groups
- You’ve all been added to the Local Coordinator Discourse group. This is tied to a badge that you should receive at some point in the next 24 hours (they are processed once a day).
- I’ve set up Discourse groups for each of your local groups. (* note that these are not visible unless you have admin status, which some of you do, but generally you won’t need access to manage this process. We may have to revisit these permissions later, but for now we should be ok.)
- I’ve set up Badges for each Local Group. They are visible here: https://discuss.okfn.org/badges/ Ultimately, this page will allow people to browse our Local and Working groups and discover the members in each.
Let’s get to filling up the groups with your members!
We will do this by using the bulk invite feature as described here:
This is what I need from you all:
Generate a .csv file per the bulk invite instructions above. One member email address per line. You can export all of your member email addresses from your existing Mailman lists or just invite a smaller subset of your members to the forum. If you need help doing this, let me know.
For the second column you need the group name:
Brazil is "okbr"
Spain is "okes"
Australia is "okau"
Nepal is "oknp"
South Korea is "okkr"
Sweden is “okse”
For the third column you need the ID number of the topic/thread you created in step 1 above. For the Brazilian example I used that number is “995” as you can see at the end of the url.
Once you are confident you have a clean CSV file, follow the instructions above to send a bulk invitation.
If all goes well, this is what will happen:
Each person on your list will be sent an invitation email, once they click the confirmation link they will have an account on the forum (It would be good to encourage them to fill out their profile in more detail somewhere in your welcome message!)
Each member will be added to your corresponding Discourse group and be assigned the Local Group badge that goes with it.
Once a member clicks the confirmation link, they will be directed to your welcome message thread, so be sure to make it welcoming!
A couple of important notes:
I am out of the office on Friday August 28. It might be best to wait until next week to trial this process, but feel free to go ahead. @danfowler is also available should you need technical assistance.
The badge icons are generic for the time being. The local group logos as they are designed don’t show up very well at the size they need to be for badge icons. We are working on a better solution, stay tuned.
It’s up to you, but it’s our hope that this forum can largely replace your mailman lists as the primary tool for group discussion. As of now, there is no ability to reply to notifications via email but we are working on that and hope to have it in place within the next two weeks. If there is other functionality that you would need to make this a reality please let us know.
We have encountered a few bugs in this process and generally have found the discourse documentation to be a bit lacking. Please let me know if you encounter technical difficulties.
For now, this is the best method to assign people to groups and get them properly badged. We are working on a method to automate this and make it possible for any user to request membership in your group and the corresponding badge.
Thank you for your willingness to try this out! Please post your feedback and questions here so we can work through this together and benefit from each others experiences