1. ECOMMUNITIES HOW-TO (AND WHY-TO) Katie Morgan Pacific University Thursday 7/30/2015 General Interest Coeur d’Alene, Idaho

2. SESSION RULES OF ETIQUETTE  Please turn off your cell phone/pager  If you must leave the session early, please do so as discreetly as possible  Please avoid side conversation during the session Thank you for your cooperation! Coeur d’Alene, Idaho

3. INTRODUCTION Purpose  Q: The Forums/Commons are no more. LinkedIn hasn’t gotten traction. How do we connect with fellow Ellucian clients that we don’t already know?  A: (Hint) eCommunities Result  You’ll be able to collaborate like a pro! Coeur d’Alene, Idaho

4. SESSION AGENDA 1. What is eCommunities? 2. Getting Started 3. Getting to Content 4. Making Your Mark 5. Why eCommunities? Coeur d’Alene, Idaho

5. WHAT IS ECOMMUNITIES? “It is what it is. It will be what you make it.” - Unattributed quote on a sign Coeur d’Alene, Idaho

6. WHAT IS ECOMMUNITIES?  What it’s not:  The Hub  The Support Center  What it is:  Client-driven collaboration space Coeur d’Alene, Idaho

7. IT IS NOT: THE HUB  The Hub is simply a common login page. When you go there, you have the option to log in to a variety of Ellucian services, such as  Support Center  Download Center  XE Registry  other stuff  and yes, eCommunities Coeur d’Alene, Idaho

8. THIS IS THE HUB: Coeur d’Alene, Idaho

9. IT IS NOT: THE SUPPORT CENTER  Communication is primarily between a given client and Ellucian  Clients go there for  Change Requests: research existing formal defect reports and enhancement requests  Cases: submit help tickets to Ellucian’s technical support team  Ideas: formally submit enhancement requests  Releases: review documentation for software updates  Documentation Libraries: download manuals maintained by Ellucian  Other.stuff Coeur d’Alene, Idaho

10. THIS IS THE SUPPORT CENTER: Coeur d’Alene, Idaho

11. IT IS: CLIENT-DRIVEN COLLABORATION  Communication is primarily between any given client and all other clients (but Ellucian employees do chime in).  It’s Ellucian’s primary means of communicating important information out to the client base.  Clients can collaborate by  Posting questions  Starting discussions  Uploading documents  Kicking off polls  Sharing videos Coeur d’Alene, Idaho

12. GETTING STARTED “Let’s start at the very beginning. It’s a very good place to start.” - “Do Re Mi”, The Sound of Music Coeur d’Alene, Idaho

13. GETTING STARTED  Start at The Hub (to log in)  https://clientapps.ellucian.com https://clientapps.ellucian.com  If you don’t have an account, you can request one on this site  Once logged in, you arrive at the instructional videos. Watch them!  Each is only a few minutes long. Coeur d’Alene, Idaho

14. INSTRUCTIONAL VIDEOS Coeur d’Alene, Idaho

15. FINDING WHAT’S RELEVANT  Places  Spaces – Topics with content any client can view.  All spaces specific to Colleague clients start with the word Colleague.  Groups – Private spots (invitation only).  Advisory boards use these for their internal content (like homework assignments, etc)  People Coeur d’Alene, Idaho

16. PLACES Coeur d’Alene, Idaho

17. PLACES Coeur d’Alene, Idaho

18. GETTING TO CONTENT “I may not have gone where I intended to go, but I think I have ended up where I needed to be.” ― Douglas Adams, The Long Dark Tea-Time of the Soul Coeur d’Alene, Idaho

19. GETTING TO CONTENT  Are you a web person?  View by spaces – or -  View by streams  Are you an email person?  Send streams to email  Don’t want emails piling up? Use the daily digest. Coeur d’Alene, Idaho

20. STREAMS  Provide ways of organizing content  You can combine multiple places and multiple people together into streams.  You create streams under Preferences  Are generated by “follows”  Once a stream is built, you can click the follow button on a place or person, and then choose which stream(s) the content should be included in.  Appear on the left navigation bar Coeur d’Alene, Idaho

21. NAVIGATING BY STREAM Coeur d’Alene, Idaho

22. FOLLOW, FOLLOW, FOLLOW  Follow a space to a stream  Turn on email notifications for the stream if you want posts that appear in your stream to generate an email message.  Follow a space to the daily digest  If you have daily digest emails turned on, you will get a daily message with all of the posts in that space from that day.  Follow a person to a stream  Yes, you can get content from specific people, regardless of space.  Follow a person to the daily digest Coeur d’Alene, Idaho

23. CONTROLLING YOUR EMAIL Coeur d’Alene, Idaho

24. MAKING YOUR MARK “Why is it so scary to me to post my ignorance on the e-communities?” ― A correspondent who shall remain nameless Coeur d’Alene, Idaho

25. MAKING YOUR MARK  Don’t be afraid to ask  The veterans may have answers now, but they probably started out being the ones asking the questions.  Don’t be afraid to answer  You may have exactly the information someone else needs.  But please do search before asking! Someone else may already have asked. Coeur d’Alene, Idaho

26. TYPES OF POSTS  Discussions  Documents  This includes other files, like Excel spreadsheets, pdf’s, etc.  Polls  Videos Coeur d’Alene, Idaho

27. ADDING NEW CONTENT Coeur d’Alene, Idaho

28. DISCUSSIONS (VERSUS QUESTIONS)  Some discussions are questions. This is the default. A question presumes there will likely be a single correct answer.  Some discussions are just… discussions. There is not necessarily a single right answer (example, theoretical discussion about best practices).  Please uncheck the box that makes it a question. Coeur d’Alene, Idaho

29. DOCUMENTS (VERSUS ATTACHMENTS)  You can post just a document.  You can include a brief explanation for context.  Others can respond to it.  Pay attention to the settings. If you don’t want other people editing it, set it accordingly.  You can attach a document to a discussion/question.  This can be helpful if you have screenshots with a question, or if you’re answering something and have documentation that goes with it. Coeur d’Alene, Idaho

30. HELPFUL HINTS  You can post any kind of content from the “Actions” dropdown menu near the top right of any page in eCommunities.  When posting a question, always double-check which Space it’s being posted to. Coeur d’Alene, Idaho

31. MAXIMIZING QUESTIONS  When you get an answer, mark it as correct.  When you get responses that may be partially correct, mark it as helpful.  If you find the answer some other way, post it, and then mark it as correct. (You won’t be the first!)  If you don’t get an answer, you can create a case  You need to be authorized to create new cases  You will receive a notification when your question becomes eligible Coeur d’Alene, Idaho

32. SEARCHING  Global text search  Will look for text in documents (including pdfs)  Filtering within spaces Coeur d’Alene, Idaho

33. FILTERING WITHIN SPACES Coeur d’Alene, Idaho

34. MORE FILTERING WITHIN SPACES Coeur d’Alene, Idaho

35. MISCELLANEOUS TIPS & TRICKS  Likes  Categories  Tags Coeur d’Alene, Idaho

36. WHY ECOMMUNITIES? “One man may hit the mark, another blunder; but heed not these distinctions. Only from the alliance of the one, working with and through the other, are great things born.” - Antoine de Saint-Exupery Coeur d’Alene, Idaho

37. WHY ECOMMUNITIES? Coeur d’Alene, Idaho

38. FROM THE TRENCHES  “This is a nerve wracking process as the [clock] is ticking and yet there's still so much to do. The support from others on this page is valuable.”  - Michelle Stando, “Gainful Employment Plans for Colleague” discussion, Colleague Student space, eCommunities, 7/16/2015 Coeur d’Alene, Idaho

39. SESSION SUMMARY  eCommunities are Ellucian’s primary venue for providing information to the user community.  eCommunities are clients’ primary venue for getting answers, information, best practices, etc, from other clients.  Expect a learning curve. Be patient. Use the online videos. Experiment with your settings. Coeur d’Alene, Idaho

40. QUESTIONS & ANSWERS Coeur d’Alene, Idaho

41. THANK YOU! Katie Morgan katie.morgan@pacificu.edu Coeur d’Alene, Idaho