User Manual for edgeryders.eu

Welcome to Edgeryders!

Edgeryders is a community platform for collaboration between people and projects all over the globe.

You can use Edgeryders to connect with 3,000+ people in over 30 countries. As well as the many projects we are collaborating on. We stay in touch online and meet at many events in different parts of the world. We finance the platform, events and support community members with quality paid work through services offered by the not for profit enterprise with the same name.

We recommend you introduce yourself in arrivals. That enables others who have been here for longer to welcome you in person and connect you with people working initiatives relevant to your interests. You can also just go ahead and connect with peoplefind or set up a projectmodify the platform, or even hire youself.

Find below all the details on how to use the Edgeryders website. Relevant to everyone: readers, content creators and moderators. Links to other articles if necessary.

Table of Contents

 

Why is Edgeryders so different from other platforms?

Edgeryders is designed to be "living tech", co-evolving with the community using it. Instead of developing it first and using it later, we started from a standard installation of a software called Commons, used it a bit, changed what was obviously not working, used it a bit more, changed it again and so forth. As our needs for tools to collaborate become more sophisticated, we integrate them into the platform. This can be a bit disorienting for newcomers, who have not yet walked that learning curve: commercial software does not require you do that, because most user experience designers of commercial software assume users are complete idiots with a very short attention span. We, on the contrary, assume that edgeryders are smart and committed people, and are willing to make a little initial effort in order to gain mastery of a technology they really own – to the point of pioneering new features and even entering its development team (no, you don't need to be a developer for that!). 

If you want to be a master user of the platform, ask the wonderful Dorotea for a guided tour of the platform. Much information can be found in this wiki, too. 

Key concept: projects (or "groups")

The Edgeryders website is designed to enable many-to-many interaction. To continue to facilitate collaboration between Edgeryders, we have decided to organize the new community website around the concept of projects ("groups" in Drupal parlance). Every time an edgeryder wants to do something that requires collaboration (like writing a document, starting a business, discussing something, organizing an event...) she can do so by means of a project. Projects are sections of this website to which each of us can associate her user account. This is called "signing up to a project".

To start a project or sign up for one:

  • Navigate to the projects page (also accessible via the main menu at the top).
  • To create a new project, click the blue button marked "Create a group" on the right. Give it an informative title, choose a logo and write a few lines of text explaining what people can expect by participating.
  • To sign up for an existing project, browse projects and find one you like; then, from its home page (example), locate the "Subscribe to this group" link and click it. You will now receive email notifications of some (but not all: see below) activities going on within the group. The organizers of the group do not get notified you have signed up, so it's up to you to let them know you are new in the group!

Moving content from one project to another

Sometimes it becomes necessary to move content (posts, wikis, tasks or documents) from one project to another. This could happen as a projects spins off another one, or two projects merge. This is simple in Edgeryders. Do the following:

  1. Navigate to the page of the post, wiki, task or document in question.
  2. Click on the Edit tab.
  3. Locate the group field. Write the name of the group you want the content in question to be visible in. 
  4. Click Save.
  5. You can assign content to multiple groups, just repeat step 3 as many times as necessary. 
  6. Please note: if the original group is invisible, the content will be moved onto the destination group but will remain invisible, even if the destination group itself is visible. To make content visible, make a small change to the content itself (add a space or a dot) and save it. Content assigned to multiple groups of which one is invisible will remain invisible to people who are not members of that group. 

Tagging projects

Like all content on Edgeryders, projects can be tagged. Tags are bits of information that tell the platform what your content is about. It is good information hygiene to always add tags to content, as this makes your content easier to find through the platform's search engine. To tag a project:

  1. go to your project page and click on the Edit tab (you don't have to do this if you are still in the "create a project" page).
  2. Locate the word "Topics" on the right and click it. This will open up a field for you to type in.
  3. Type your topics in the field.
  4. Click Save.

Topics.jpg 

Important: if you are creating a project related to the unMonastery, please tag it "unMonastery". This will enable it to show in the unMonastery directory page

Invisible projects

Projects can be invisible. This is useful when you are working on a new project and you wish to collaborate with others, but you want to keep it quiet until your client or funder has OKed it and you feel you can go public. To create an invisible project:

  1. Go to the projects page.
  2. Click on the Create a project link.
  3. Locate the Privacy settings radio buttons, and click on "Joining requires an invitation. The group and content is hidden from non-members."
  4. After completing the rest of the information, click on the Save button.
  5. To add people to your invisible project, navigate to its home page; click on the "Administer" tab; click on "Add people" and enter the username of the person you want to invite. This invitation will make the project visible to the person in question.

If you later want to make the project public, just head to its home page, click the Edit button, locate the Privacy settings radio buttons, and click on "Any site member can contribute". Note that the content you created before going public will still be invisibile, even though the project itself will become visible to all, and all content created after going public will also be visible to all. If you want to go public with the old content, you will have to edit individual posts, wikis and tasks, and saving them again with a small change, for example adding a blank space of a dot. 

Creating or editing a user profile

User profiles are important. At the time of writing, about 100 Edgeryders profiles are viewed every day on the web. Sharing a little information about you creates trust and helps others engage with you. Think of setting up your user profile as moving into a new apartment: of course, you are going to bring in your favorite things and arrange them around!

To create or edit a user profile, click on your user name at the very top right of your window. You will be transported to this page (only if logged in). Above the avatar you will find horizontal tabs that give you full control over your profile.

  • The first thing to do is click on the "Edit account" tab and upload a picture: avatars are used by many pages, and users with no avatar are filtered out of those views.
  • Next, click on the "Edit profile" tab. The information in the user profile are grouped into five vertical tabs. It is important you fill in the first one; if you are planning on attending the #LOTE3, you should also fill in the second one. The others give you fine-grained control over your profile and account, and are only used by the most advanced and demanding users.

Creating content

Creating posts, tasks, wikis, events, documents

On a project's home page, you can create these different content types:

  • Post. A blog entry type of content. Allows comments.
  • Task. A task for somebody to do. WIth status, priority, task type, and can be assigned to users. All tasks from all projects can be looked through in the Taskmanager, all tasks to which you are assigned can be seen in the My Cases page.
  • Wiki. Like a post, but that all group members (and in public groups, all signed-in users) can edit it.
  • Event. A physical or online meetup, with start and end date and RSVP functionality.
  • Document. One or several uploaded files, with a description.

You can create any of these content types as follows:

  • Navigate to the project's home page
  • Locate the blue botton marked "Create a post" on the right
  • Click the button itself to create a new post (posts are the default content on Edgeryders).
  • Click the little arrow at the right end of the button to bring up a list of links of other content types; click the appropriate one.
  • Try to fill in all or most fields, including "topics" (makes your content more easy to retrieve by the search engine).

When you create a new piece of content, the other edgeryders signed up to the same project will receive an email notification. If you later wish to edit your content (you can do it by navigating to it and clicking on the "Edit" tab), you can of course do so, but fellow project members will not be notified of your changes.

Embedding images

To add an image to the content section of your your post, task, event, wiki, document etc., or comment, do as follows (this assumes you are in the rich text editor already):

  1. Position your cursor. Position the cursor on a new line where you want to insert the image.
  2. Go to IMCE. Click the "colored framed image" button in the editor toolbar – the one that says "IMCE" when you mouse over it.
  3. Click upload. In the IMCE media manager window that appears, click "upload" in the top left.
  4. Select the image. Click "Browse", select the desired image file from your computer and confirm with "Open" or "OK" in the file selection dialog. Images should be .jpg or .png files and no more than 1200 pixels wide – except if you know what you are doing wink
  5. Upload. Click the "Upload" button in the small dialog in the IMCE window, just below the file name you selected. This will transfer your image to the Edgeryders server, select it and show you a preview.
  6. Insert image. Click the "Insert image" button to insert the image into your rich text editor, also closing the IMCE window.
  7. Make it 100% wide. Usually, you want to display your image over the full width of the content. For that, we have to adapt one image setting. Double click on the image or click the "black and white framed image" button to show the settings dialog, set "Width: 100%", clear the "Height:" field, and confirm.

Embedding a video

Using the editor. This assumes you are in the rich text editor, while creating or editing some piece of content:

  1. Position your cursor on a new line where you want to insert your video.
  2. Click the "Source" button on the toolbar.
  3. Paste this code: <div class = "media_embed" width = "100%"> </div>
  4. On YouTube, click "Share → Embed" for the video you want to embed and copy the embed code it shows to you.
  5. Go back to Edgeryders, and position your cursor before the closing tag </div>
  6. Paste the embed code from YouTube
  7. Click on the "Source" button in the toolbar to return to the rich text editor. Your video is now embedded. 

This process ensures that your video will always be shown at 100% width of the content column.

Using source. If you rather like to work with HTML source and CSS and want to achieve the same result of a 100% wide video, just apply the CSS class media_embed to the (p, div or other) element that is around your embedded iframe.

Multi-lingual content and translations

On Edgeryders, you can write in different languages, and add translations to any content type as well as comments. When you create a node (for example a post or a wiki) or a comment, it is good practice to do the following:

  1. if you are writing in English, and you don't think you are going to need a translation, don't worry and just go ahead. 
  2. if you are writing in a language other than English; OR if you are writing in English, but think you are going to need a translation, then follow the normal instructions to create new content, but additionally, once you have opened the form to create a new unit of content, locate the "Translate" drop-down menu below the edit window and select the language you want. The same applies to creating comment (normal instructions). 

The Arabic, Armenian, Georgian and Russian alphabets are supported by Edgeryders.

Embedding a timeline

You can embed a storytelling timeline like this into a your content. It is made with TimelineJS, an open source tool developed by KnightLab. Because we need to embed this using https but the Knightlab server for timelines only provides http, the process is a bit different from what Knightlab tells you. Do it like this:

  1. Follow the official four steps to make a timeline. The last step leaves you with embed code that looks somewhat like this:
    <iframe src='http://cdn.knightlab.com/…' …></iframe>
  2. On edgeryders.eu, create or edit a piece of content (post, wiki etc.) and click "Switch to plain text editor" below the rich text editor.
  3. Paste the embed code you got from Knightlab into the plain text editor at the position where you want it.
  4. Edit the embed code by replacing the start of the src attribute (everything up to ?) with /sites/all/libraries/timelinejs/embed/index.html. It should now look similar to this, with the portion highlighted that you inserted:
    <iframe src="/sites/all/libraries/timelinejs/embed/index.html
      ?source=0AgjW8VEw9pezdEZaTm1HTjg1TzNnMGNSdTRWeWZkVkE#gid
      &font=Bevan-PotanoSans&maptype=toner&lang=en&height=650"
      frameborder="0" height="650" width="100%"
    ></iframe>
  5. Save your content and watch the results.

It is also possible to embed a timeline directly into your page, without needing an iframe – see this example. This worked in Chrome, but Firefox 32.0 would always show the first slide, behind all the other slides when going through the timeline. So check that this issue is resolved before using this more elegant embedding method.

Interacting with other edgeryders

Interacting with each other is by far the most important thing we do here. This can be done in several ways.

Creating comments (skilfully)

Most content types on Edgeryders are commentable, and the community loves to use comments to reach out to others: the average post on the first iteration of Edgeryders had almost 10 comments! Many times your comment will be part of a rich conversation; to make long threads easier to navigate, Edgeryders features threaded comments. Here is how to be a skilful writer of comments:

  • Decide what you are commenting on. Is it the content itself? Or are you reacting to another comment?
  • If you are reacting to the original content, scroll down to the end of the comments (or to the end of the content if yours is the first comment). You will find a form to leave a comment already open. Just write the text and press "Save".
  • If you are reacting to a comment, locate and click the link "reply" under the comment's text on the right. Your comment will display right under the comment you are responding to, with an indentation; this helps other edgeryders to make sense of the conversation.
  • You will make it easier for other edgeryders to engage in conversation with you if you make it clear, in the text, who is it you are talking to. Example: "I agree with you, Alice. Your remarks, combined with Bob's, made me think that..."

When you create a comment, the following people receive email notifications: the author of the original content; and anybody who left a comment to the same content before you. Members of the same project that did not comment that content will not receive notifications unless they are following the content (see below, but very rare).

Inviting others to the conversations

If you wish some other edgeryder to be involved in the conversation you are in, you can "ping" her using mentions. These work much like in Twitter: type an "at" symbol (shown on the left) and her username. If you type at least two letters after the "at" symbol, you will see some suggestions for usernames that begin with that combination of letters below the editor. Choose among them the name of the user you want to mention, as in the figure below:

ER_mention_ss.jpg

Don't type spaces: if the user you are trying to mention is called "Bob" you should type @Bo or @Bob but not @Bob  . This functionality is case-insensitive, so @bob will work just in the same way.  Mentioning an edgeryder sends her an email notification with the link to the conversation, so she can join in one click.

Note:  The mentions module has a nasty bug that will convert a single @ (or a single @ followed by something that is not a username) to an @Anonymous mention. We have to live with the following workaround for now: to type a single @, go to the source mode of the editor and type &#64; there. It's the numerical HTML entity for that character. Do not go back to the rich text mode before saving, because that would convert your dear entity right back to a literal @, and from there to @Anonymous. 

Reaching out through the contact form

Another way to reach out, this time on a one-to-one basis, is to use the contact form. Navigate to an edgeryder's profile page and click the contact tab and compose your message; this messaging system allows us to contact each other on a private channel even if we do not know each other's email. If you don't want to receive such messages, you can opt out by unchecking the appropriate option in your "Edit account" page.

Interacting with other edgeryders outside the platform

We encourage all edgeryders to keep as much as possible of their interaction within this platform. It's free, open, and self-hosted: the community has complete control over the database. However, some projects just need other kinds of tools. In the summer of 2013, for example, we started doing weekly Google Hangouts ("community calls") that were very popular. Explore the website, or get in touch with @Noemi, to find out what's going on at the moment.

Edgiquette

Edgeryders is a precious space for interaction to its community. We are proud to have somehow managed to build a space for learning safely about uncomfortable truths; for disagreeing respectfully; for asking for and freely giving help without this implying a pecking order. The rules governing interaction are those that you would expect when talking to people you deeply respect, and want to respect you too. Be clear and respectful. Don't be creepy. Don't be an a§§#ole. Don't "talk in links"; when you post something try to make it personal, do by all means link external resources but add your own reflections to them. If you notice unpleasant or inappropriate behaviour (read: trolling or creepiness) please alert the Edgeryders team by emailing us at edgeryders@gmail.com.

Security

Edgeryders is not secure. Don't use it for stuff you want to keep secret.

For user privacy issues and how your content is handled start reading from Legals: Content licencing and onwards.

What if my written English is not that good?

Edgeryders is a global community, and we take pride and joy in this diversity. We choose to communicate in English because it is the best approximation to a global language there is, but most of us are not native English speakers. If you can write in English, even a ittle, we encourage you to do so in the interest of increasing your potential audience, with the promise that people will focus on your ideas rather than your command of the language. No one is allowed to look down on anyone else on the grounds of spelling or grammar errors. If you are not comfortable with that, it's ok to write in your own language: chances are some of us read it, and anyway there is always machine translation.

Using the search field to find stuff and people

You will find the search field on the top right of most pages. It works as you would expect:

  • Click the little white arrow at the left end of the search field, next to the word "Site" (or "This group" if you are in a project's home page.
  • Select "site", "user" or "this group" (only shows in some pages) as appropriate. Be careful: if you are looking for a user, you must select "user". Unlike Google, the Drupal search engine will not return links to users if you do not tell specifically  it to.
  • Type your search term, followed by the return key.
  • in the following screen you can further refiine your search results by author, content type, date created, topics etc.

Notifications and group membership

You can adapt your existing notification settings by clicking, in the top right of the site, on "Settings" (or on your name, then on "Notification settings". There is also a setting "Send email notifications by default." which decides if the "Send email?" box will be also ticked when new notifications are created for you.

Notification settings and group memberships are created according to following rules:

  • If you click "Subscribe to group" on a group's main page:
    • You become a member of the group.
  • If you click "Follow" (the megafone button) on a group's main page:
    • You start follow the group, that is you get notifications about activity in that group.
  • If you post a node (post, wiki, event, answer) in a group:
    • You start to follow that node. (This is default Drupal behavior.)
    • You become a member of the group. (This is special behavior added by Drupal Commons.)
    • You start to follow the group, that is you get notifications about activity in that group. (This is special behavior which we added with a Drupal rule.)
  • If you post a comment in a group:
    • You start to follow the node that the comment belongs to (post, wiki, event, answer, group). That is you will get notifications about updates and new comments for that node.
    • You start to follow the group thet the node belongs to that the comment belongs to. That is you will get notifications about updates and new comments for that node.
  • If you click "I want to meet this person":
    • You start to follow that user. Because of a change we did to the Drupal code, this does not mean that you will receive notifications about that person's activity on the platform. But the person will show up in your list "Notification settings -> People you follow".
  • If you click "Follow" for a topic tag:
    • You start to follow that topic. That is, you will get notifications about new content tagged with that topic.

Tasks

How to use it:

  1. Go to a group homepage (like Edgeryders Dev & Testing).
  2. Scroll down to the group browsing widget and click the down-arrow near the "Create a Post" button.
  3. Select "Create a Task".
  4. Describe your task, give it a priority, status and type, optionally assign it to someone. Save and your task is created.
  5. Go to the Taskmanager to browse and sign up for tasks and to manage and update your own tasks, either the tasks for one group or all groups at once.
  6. Whenever you want to update a task, write a comment for it and, right in the comment form, change the values you want changed (like assignee, priority, status).

Notes:

  • Just as for all other group content, you will get web and possibly e-mail notifications if you follow the task or the group (click the megafone buttons). You can manage and disable your notifications in your user account settings.
  • Tasks are still named "cases" in some parts of this software.

Technical details. The software for the tasks feature is the casetracker module, a widespread module normally used for support tickets. People can sign up for tasks by changing the "Assignee" value while writing a comment, so it seems good for community collaboration. It is quite flexible: it can be customized with Views: adding fields, creating lists etc.. In addition, we integrated it cleanly with Drupal Commons 3 with some settings and a self-developed commons_tasks module. For the basic ideas for this integration see these instructions how to integrate it with Organic Groups.

The only real alternative for casetracker would be the support module. Have a look at the description and see if you miss anything from that in casetracker.

Documents

This is a new standard feature in Drupal Commons 3 that allows you to share PDF, MS Office, LibreOffice etc. documents and images with others.

  1. Go to a group homepage (like Edgeryders Dev & Testing).
  2. Scroll down to the group browsing widget.
  3. Click the "Documents (...)" tab.
  4. Click the "Create a document" button.
  5. A document is a set of files with a description. Describe your files and upload them.
  6. Save and your task is created.

(Note: Files of documents follow the same access restrictions as groups: they can be visible to the general public or only to group members.)

- See more at: http://edgeryders.eu/edgeryders-dev/new-features-tasks-documents#sthash.Fcd7zpMC.dpuf

Tasks

How to use it:

  1. Go to a group homepage (like Edgeryders Dev & Testing).
  2. Scroll down to the group browsing widget and click the down-arrow near the "Create a Post" button.
  3. Select "Create a Task".
  4. Describe your task, give it a priority, status and type, optionally assign it to someone. Save and your task is created.
  5. Go to the Taskmanager to browse and sign up for tasks and to manage and update your own tasks, either the tasks for one group or all groups at once.
  6. Whenever you want to update a task, write a comment for it and, right in the comment form, change the values you want changed (like assignee, priority, status).

Notes:

  • Just as for all other group content, you will get web and possibly e-mail notifications if you follow the task or the group (click the megafone buttons). You can manage and disable your notifications in your user account settings.
  • Tasks are still named "cases" in some parts of this software.

Technical details. The software for the tasks feature is the casetracker module, a widespread module normally used for support tickets. People can sign up for tasks by changing the "Assignee" value while writing a comment, so it seems good for community collaboration. It is quite flexible: it can be customized with Views: adding fields, creating lists etc.. In addition, we integrated it cleanly with Drupal Commons 3 with some settings and a self-developed commons_tasks module. For the basic ideas for this integration see these instructions how to integrate it with Organic Groups.

The only real alternative for casetracker would be the support module. Have a look at the description and see if you miss anything from that in casetracker.

Documents

This is a new standard feature in Drupal Commons 3 that allows you to share PDF, MS Office, LibreOffice etc. documents and images with others.

  1. Go to a group homepage (like Edgeryders Dev & Testing).
  2. Scroll down to the group browsing widget.
  3. Click the "Documents (...)" tab.
  4. Click the "Create a document" button.
  5. A document is a set of files with a description. Describe your files and upload them.
  6. Save and your task is created.

(Note: Files of documents follow the same access restrictions as groups: they can be visible to the general public or only to group members.)

- See more at: http://edgeryders.eu/edgeryders-dev/new-features-tasks-documents#sthash.Fcd7zpMC.dpuf

How to get rid of e-mail notifications

You might be annoyed by getting too many e-mails. This is what you can do:

  • In your user account in "Notification settings", click on "Groups you follow" and disable the "Send e-mail?" tick from all groups for which you don't want to get e-mails for when someone posts new content or new comments. Do not unfollow the group except when also setting "Send email notifications by default." – else, you would again get e-mail notifications after posting something to the group yourself, which automatically joins you to the group.
  • Like you did above for the "Groups you follow" tab, do also for the tabs "Other content", "People" and "Topics". If you prefer, you may also completely unfollow the items in these.
  • If from now on you don't want to get any e-mail notifications (except when explicitly making that setting yourself), do the following: go to your user account and in "Notification settings", disable "Send email notifications by default.". You will still become a member of a group when posting it, but this will only generate notifications in your activity feed, not e-mails.

Note that it's possible to get e-mail notifications only for some posts that interest you, not for everything in the same group. You would click "Follow" on the post and tick "Send e-mail" for it in the "Other content" tab of its notification settings, but would not have "Send e-mail" selected for the group (while still following it, if you got joined to it by posting to it).

Using Events

  1. Go to a group homepage (like Edgeryders Dev & Testing).
  2. Scroll down to the group browsing widget and click the down-arrow near the "Create a Post" button.
  3. Select "List an Event".
  4. Describe your event, including description and start and end date.
  5. Be sure to visit the "Registration settings" section in the top right. If you want RSVP for this event to happen on edgeryders.eu, set:
    1. Registration type: On this site
    2. Registration bunde: Event
    3. Status: Open to new attendees
  6. Save your event.
  7. People can now register their participation by going to the event's page and clicking the "Attend" button.
  8. If you have the permissions for it, there will be a "Manage Registrations" tab for you on the event's page where you can view and edit attendee registrations and send messages to all the attending users.

Using Tasks

What are Tasks for?

The need for tasks emerged when the community started to try to build collectively a large project: a conference. Coordinating many different tasks in parallel is difficult (too much going on) and counterproductive (more time spent on coordination means less time spent in action). We borrow a technique from open source software developers to make collaboration more transparent and easier. The principle is this: when you identify something that needs doing, you write it into a Task (example). Tasks have a special field that keeps track of their status. Upon creation, all tasks are open. When something happens to a task, the status field is updated. This way, everyone can see what needs doing and how different activities are proceeding.

Creating a Task

  1. Go to a group homepage (like Edgeryders Dev & Testing).
  2. Scroll down to the group browsing widget and click the down-arrow near the "Create a Post" button.
  3. Select "Create a Task".
  4. Describe your task, give it a priority, status and type, optionally assign it to someone. Save and your task is created.

Taking up a Task

  1. Go to the Taskmanager to browse tasks and to manage and update your own tasks, either the tasks for one group or all groups at once. In projects or groups pages you will also be able to display the project/group's tasks by navigating to the project/group's home page, scrolling down to the horizontal row of buttons indicating the different content types (All, Posts, etc.) and click on "Tasks". 
  2. Once you find a task you want to do, write a comment to it. You will be able to update the task from the comment form itself: assign it to yourself and update its status to "In progress". The values for the assignee, priority and status can all be changed from the comment form. Don't assign Tasks to others unless you have their consent to it

Notes:

  • Just as for all other group content, you will get web and possibly e-mail notifications if you follow the task or the group (click the megafone buttons). You can manage and disable your notifications in your user account settings.
  • Tasks are still named "cases" in some parts of this software.

Technical details. The software for the tasks feature is the casetracker module, a widespread module normally used for support tickets. People can sign up for tasks by changing the "Assignee" value while writing a comment, so it seems good for community collaboration. It is quite flexible: it can be customized with Views: adding fields, creating lists etc.. In addition, we integrated it cleanly with Drupal Commons 3 with some settings and a self-developed commons_tasks module. For the basic ideas for this integration see these instructions how to integrate it with Organic Groups.

The only real alternative for casetracker would be the support module. Have a look at the description and see if you miss anything from that in casetracker.

Using Documents

This is a new standard feature in Drupal Commons 3 that allows you to share PDF, MS Office, LibreOffice etc. documents and images with others.

  1. Go to a group homepage (like Edgeryders Dev & Testing).
  2. Scroll down to the group browsing widget.
  3. Click the "Documents (...)" tab.
  4. Click the "Create a document" button.
  5. A document is a set of files with a description. Describe your files and upload them.
  6. Save and your task is created.
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(Note: Files of documents follow the same access restrictions as groups: they can be visible to the general public or only to group members.)

Migration from edgeryders.ppa.coe.int

Welcome to the new Edgeryders! This new site replaces the original one, rolled out by the Council of Europe. Edgeryders is no longer a Council of Europe project: its initial mission was completed with flying colors at the end of 2012 (see our final document). We are now a spinoff of that original project, with the ambition to be Europe's open access, distributed think- and do-tank. As of September 2013, the Council of Europe seems to have pulled the old website offline- Fortunately, its content has been migrated here. Anything you created is available here, and still linked to your account (we migrated user accounts too).

If you created an account of the new website before we completed migration from the old one, there might be two accounts associated to you: we merged via script accounts associated to the same email address, but some folks turned out to have created two accounts with two different mail addresses! Merging the two accounts is easy, but has to be done by a site administrator. Get in touch if you want us to do this.

If you have questions left or need help, your reference point is our marvellous community manager Noemi.

Legals

Privacy statement

Please note: in order to provide the service, Edgeryders stores some of your personal data, notably your e-mail address.

Edgeryders, acting as host of the platform, processes your personal data when you sign in on the platform. This is done to enable communication with you (e-mail notification of updates in the discussions in which you participate). These data are not shared with anyone, and are not kept if you decide to leave Edgeryders.

You have the right to request information on the personal data concerning you that we store, and you have the right to request its correction or deletion. To do so, write to edgeryders@gmail.com.

Please be aware that Edgeryders is a public space where you are responsible for what you post: if you are unsure whether it is legal or appropriate to share something, please don’t. 

Content licensing

Except where otherwise noted, content on this site is licensed under a Creative Commons Attribution 3.0 Unported License. This applies to both content by Edgeryders as a company and third-party content.

By posting on this site, visitors agree to grant a non-exclusive, irrevocable, royalty-free license to the rest of the world for their submissions under a Creative Commons Attribution 3.0 Unported License.

Creative Commons Licence

This licence grant applies to all submissions, both textual submissions in forms (technically, Drupal nodes, comments, user profiles etc.) and to files uploaded to our servers, including images. For uploaded files however, users may alternatively choose to apply one of the following:

For the avoidance of doubt, caching of this site is permitted by a service provider acting in the normal course of its business as provided for in the Electronic Commerce (EC Directive) Regulations 2002.

Research purposes

From the licensing ported by all content on this website, it follows that anyone, including Edgeryders community members, the company or other website readers, is allowed to analyse and aggregate your contributions in new formats for the purpose of open research (example: Open Ethnography). This by no means entails giving third parties/ researchers access to your private information (namely, email address), or linking it with results in the research. 

You are free to remain as anonymous as you want by simply Editing your user profile on this website accordingly.

If you have questions or doubts, get in touch with @Matthias.

Disclaimer

The opinions expressed in this website are the responsibility of their author(s) and do not necessarily reflect the official policy of Edgeryders as a company, its directors, members or the organisations cooperating with it.

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Comments

Notifications and follows

Alberto's picture

This is a really good document! Congratulations Matthias. I'll try to expand it as I learn new things. But I don't understand two things about notifications:

  • people don't know they get followed. This is sad, because it could be a powerful motivator. I guess you could add a notification from here, but I don't really understand how to do it :-(
  • you write here ("Notification and group membership") that we turned off the notifications for followed persons; yet, in the list of patches applied pages you write that this workaround was abandoned (11th June). But I wonder: I am following 34 people, yet I receive no notification... 

What is it I'm getting wrong?

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Re: Notifications and follows

Matthias's picture

If you want to send notifications on being followed: I don't know if that does not work because of a bug or because it's simply not there yet. In both cases, it may be possible to solve it with a Rule, but that's only a suggestion. You can look up how to send messages with rules in the "New content notification" Rule. I guess the event to react on would be ""A user has been flagged, under "people"".

As for notifications to followers, they are indeed active again (I forgot to update the docs after removing the patch). They should work. You could make a test with a test user ... as you probably have notifications for more or less everything on the platform, I guess you get e-mails for more or less everything anyway, so how did you detect that you did not get an e-mail about new content / new comments that you should have got because of following a user?

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One wiki vs. many wikis

Alberto's picture

Yesterday I embarked on a project to make the user manual more complete, easier to use, and more informative. The risk is that the wiki will become very large. Should we make a large wiki? Should we make many short wikis, each for a different topic (eg. one "Using Tasks", "Pinging people" etc.)?

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Tradeoffs

Matthias's picture

It's always the tradeoff between element complexity (= one large wiki) and system complexity (= many wikis). I have started with just one as it was still short, but when it gets way too long you'll probably want to split it. Before that however, it might be better to introduce a Wikipedia-style "Table of Contents" for the one user manual wiki. I guess there should be a module for that ...

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Added the Legals sections

Noemi's picture

Hi, not exactly sure this is where it'd go, but I've added a new section at the end on Legals, taken mostly from the former Legals page in the footer, now gone. Also added a paragraph on Research and the way user data is handled, feel free to add more comprehensive info. 

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I am not given access to joining "How to build a revenue stream"

Jonathon Lavelle's picture

Hello all,  @Matthias

I have a lot of gifts and passions to offer the world, and would love to mastermind with you guys as we help each other create value for society and ourselves.

I have been unable to start the process by sharing my Ryde as I was denied access to the next page.  Please help me with this! 

Thanks!

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Should be fixed now

Alberto's picture

Hello @Jonathon Lavelle, welcome to Edgeryders. 

I looked up the "Building a revenue stream" group, but could not see that you had made a request to join. Anyhow, I asked Nadia, and we decided it is easier if we simply make it an open group. So now you should be able to access it and use it without restrictions. Head here to get started, looking forward to read your story!

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Groups vs Clusters

trythis's picture

Hi, I'm new here and will try to comment on things as much as I can while I am still fresh. I am sorry for the "duh!"-reactions this will inevitably cause, but I think a set of fresh eyes can help sometimes (and it looks like not so many others have done such a thing yet).

https://edgeryders.eu/en/edgeryders-dev/user-manual#groups said: "To continue to facilitate collaboration between Edgeryders, we have decided to organize the new community website around the concept of projects ("groups" in Drupal parlance)."

I think clusters are the more useful topological element in a context of networks. Groups are pretty much defined by exclusion - which is not really the idea behind collaboration. Clusters don't come with anything exclusive. You can turn them into groups based on some sort of shared property - but you don't have to. Clustering can nicely be done on the basis of tags of course. That would probably mean you want to work in an extremely "taggy environment" and perhaps modify their relationships a little.

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I like the idea

Matthias's picture

Haven't seen such an "auto-clustering" platform in the wild yet, but I assume it can work.

In our case, the problem is again developer effort. Drupal comes with groups, but implementing clusters and getting it right is probably >100 hours.

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Or network-science based subcommunities?

Alberto's picture

Tags are not popular at all in Edgeryders. People just don't like to use them. To make it work we would have to do a huge campaign, and even then results are not guaranteed.

An alternative from network science is modularity-maximizing subcommunities (color-coded: http://edgeryders.edgesense.spazidigitali.com). The advantage is that they are computed by algorithms based solely on the patterns of interaction, so users do not need to do anything.

 

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Suggestion of 1st few steps after sign-up

trythis's picture

I sent something similar @Noemi (I hope that is correct re spaces) and ticked off "copy to me" but didn't get one yet - anyway:

When I register to a collab platform (in real life e.g. 1st day at new company) I know it can go in various ways. I'll just dream a little how I'd like it to be...
Of course this is not the same situation in terms of information I (can) have beforehand. For example in this case I ran into the unMonastery a good while ago (online), and just now browsed through Noemi's twitter feed. It is a little like piggy-backing with the future colleague you met at the job interview. However Noemi of course can't walk everyone through everything of what is going on here... but I like the concept*.

So what I'd love to see is an interface that allows me to create one or more persona based on minimal input. This could be done in various ways, e.g. a (non-web) crawler goes over a set of local files I offer to it and scrapes out what it can. When it is done the interface is brought up with default values in each and every field (perhaps with some randomness included). I can modify the values with minimal input and can tag them e.g. with images (in the end we're matching humans so not strictly everything has to be machine readable). To modify values you'd probably just drag certain elements in a certain direction or location. Color coding (and other features) can help with organizing information. Here you can also have the first interaction with potential collaborators or mentors (piggies/onboarders).  E.g. if the scraping comes up with certain key words (tags), and an existing member is active in that domain and perhaps has created sub-domains for it or furnished it with more information (e.g. images, icons, diagrams), which the newbie selects for characterizing his persona - you can start to match.
Even if no instant and direct match is made, it should be possible to suggest a few hot spots to be monitored. Additionally, in a highly customizable environment it may be possible to borrow some of the other user's perspective on the "ecosystem", e.g. different filter,  and visualization functions.
Lastly, it should be possible to opt in or out of some sort of "newbie volunteer pool" that involves work that is not terribly popular but definitely doable for almost anyone, and will give "pats on the back" as well as help get ones bearings in a new place (system). For example OCR, translation, image searching or making, proof reading, finding potentially interested people**, or related projects (a little like handing out flyers or collecting signatures in meat space).

One advantage of this would be that I am much more likely to find projects I want to collaborate with early on. A disadvantage would be that clicked through the "top 10" I get the impression that the rest are not suited for me and stop looking. However, since the largest impact often comes from new things that were previously seen as disconnected there is a real problem one would systematically overlook them. Thus, I would strongly encourage to include some option of a weirdish randomly influenced function in this.

*The concept is that (in collaboration) the individual is not really the mover and shaker. What is much more powerful is complementary combinations of 2 or (a few) more people (see: Gates&Allen, Siemens&Halske, Ibuka&Morita). Interaction is the element that needs to be created, organized, and amplified in this context. Ideally at every step. Interaction in a text-box is something, but it is not fundamentally different from 14th century Italy (when paper got cheaper and they had "a" Renaissance). We can do better.

** Come together vs come alone. As it stands it is usually assumed that a new member is an individual. If you have a "highly collaborative individual" - that individual is generally quickly saturated in collaborations, and is not hunting around for edgeryders and the like. However if you (edgeryder) would offer to "be the next person" in a collaboration, perhaps that would allow access to other clusters of users. However, even if my suggestion worked you'd have to be careful that you don't go from "make value" to "move value".

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The "real online persona"

Noemi's picture

Hi there, good to meet you!

I got your message earlier today, but it's actually better to talk here because it helps you get Edgeryders faster and then, if I'm in the wrong then maybe others can help shed light. I think I got at least some of your points.. correct me if I'm wrong. Great insights into UX, especially in the part that's not so much related to visual design, but process design. In an ideal platform where we'd like everyone to maximize opportunities to uncover their "real online persona", like you write in your profile, this would surely be applied. Same with collaboration and matching interests with potential to join in, unfortunately we don't know how to automate this more than we have.. because collaboration is a process that takes time to happen. We find it sometimes can be triggered simply by meeting Edgeryders in physical events rather than trying platform tweaks. How would you automate that? Should you even?

What happened is that edgeryders.eu evolved based on volunteering efforts and people who want to take the lead on implementing stuff. Ideas, we're never short of, the problem is who does the work or leads the process. So resources and capabilities to code..

On the idea of an interface to create personas with minimum input - we tested with user profiles which had more fields in the beginning, but people would't fill them in. The reason, I think, is because there is something in the content about Edgeryders that is more attractive to just jump in rather than assess a priori how you want to be perceived in the community - completely different from a social network in this respect. But now as you say, it's hard to signal to every new user what they could be doing. Sometimes even as a community manager you don't know because there's so many things. So the few "hotspots" are in our case Projects - after the first active ones the list is randomized. 

Lastly, it should be possible to opt in or out of some sort of "newbie volunteer pool" that involves work that is not terribly popular but definitely doable for almost anyone,

We currently do this - again, manually - by hosting community calls on Thursdays (on and off) but there's one happening this week if you'd like to join. It's listed in Events in main menu.

"be the next person" in a collaboration - I really like that, thanks for the suggestion.. So offering newbies the possibility to put themselves forward publicly, and somewhere where it is seen by a lot of people? Where?

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Good points, some clarification, some additions

trythis's picture

Thanks for the reply.
I'll go from the end to the beginning with explanations. [edit: no need to answer this here - I am just "thinking out loud" for now]

re "be the next person" in a collaboration - this was actually meant from an outsider's perspective. If I am busy collaborating already (because it works nicely for/with me) - what incentive do I have to connect with you? [edit: found "hire yourself" - good point] Can I import/continue to use my old collaboration architecture and buddies or do I start new on a green field? The thrust of this idea is that collaboration infrastructure often (unfortunately not in every context) arises spontaneously. Say a group of 3-5 people that start a company, are member in a club, work in a fablab, have some hobby etc. What isn't really there is an architecture that interconnects these small (mostly meat space) clusters. What they know is how to grow member by member - but they often can't get their head around joining another collab platform. So if you want to integrate them you could try to design your interface with them a little as if your platform (edgeryders) is just one more member that joins their group. Of course that won't be enough but it is a start. What you seemed to understand from what I wrote previously is a point I tried to make with some sort of "newbie volunteer pool". So we have agreement anyway :).

re community calls - Excellent! I also found that in the meantime, so it seems to work. I'll try to make it.

re more attractive to just jump in rather than assess a priori how you want to be perceived - You are probably mostly correct there. At least for the edgeryders community (but unfortunately it is not very representative of the mainstream). I think most of my professional environment was very "un-edgeryderish", far less lenient, and for some time will probably continue to be like that. I think I can survive in both but only with the correct adaptations. When I enter a room to meet new potential collaboration partners I try to research them a little before so that I a) have a tactical advantage b) can communicate with them more effectively by using phrases, names for concepts, non-verbal stuff, that they are familiar with. I need the info for understanding problems from their perspective, so that I can frame solutions in a way that quickly and intuitively make sense to them. In effect it often just means some re-skinning and reordering of bullet points. That is why I harp out options to visualize the same content differently.

re minimum input - more fields in the beginning, but people would't fill them in - Hehe, this one is probably a nice beginning point for a loong discussion. :) Ideally not over a text box but still documented somehow. I have a couple of slides on this but I haven't really made the mock-up interface I am happy with yet. [edit: something along these lines would certainly be part of it] Perhaps I will get to that soon. @Pietro seems to be on a wavelength with me but I have not yet worked through his pretty good post here. To keep things short: (ghastly) empty fields on computer screens are like a long handled sledge hammers to workflow and trains of thought. ;)

re ideas vs resources and coders - I hear you! Inspiration vs transpiration. My hope (and to a degree impression) is actually that I can put many ideas of mine to rest by finding others who were considerably smarter but still failed. In case they haven't thought of things I could help with, of course I'd be happy to help. My take is that the most powerful collab platform will have to have extremely powerful layers (machine/human) of filters to sift and aggregate the useful bits in the torrents of "well intentioned spam" and even more critically combine the potentially-useful-but-individually-useless bits into something with eventual impact. I have contacts to sources of money but I will need to make a case of course. That is where we go back to the "how you are perceived" bit. Also: Please be sure of my heartfelt thanks to you people who kicked off this effort. In all of what I'm writing I don't want to imply criticism of people or effort. Kudos to you people! I did not have the balls to pull it off, and I am aware that I may very well fall into the "well intentioned spam" category. In any case you gotta start somewhere...

re because collaboration is a process that takes time to happen - I'll skip the automation part for now, and focus on time: You are very correct there! In the point you made, but also beyond it. I'd frame it like this - documentation is a form of collaboration through time. Either with yourself or with other people. Informal documentation is actually not so hard if you remember it is mostly person to person. Audio records of discussions, browser histories & bookmarks, presentations with lots of richly commented cc-pictures, work sampling via digi-cam, and screenshots go a long way. Interfacing this (especially the audio) is more difficult of course, and what makes sense in one context may not work in another.

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Searching for collaborators

Rune's picture

 @Matthias, It would be very good if it was possible to search the site for potential local collaborators.

or/and key interrests/qualifications

 

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Formatting?

Rune's picture

Sorry to disturb @Matthias, why does the site continuously redicrect me to speak KA?

2. When I write my draft in google.docs and copy past it it becomes all formatted bold  and ugly layout see https://edgeryders.eu/ka/comment/24255#comment-24255

What can the solutions be?

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