How To Use Categories

Categories are the basic way to organize posts. In this initial setup of Discourse, we created a limited the number of categories to keep the home page simple. As we get acclimated, we expect to create additional categories that will provide a structure for organizing the site’s content.

(this is a bit long - you can use the Table of Contents on the right to move around)

Creating a topic in a specific category

Selecting where to post a topic, as you’ve seen, is the choice of the person creating the initial post. When you’re on line and click the New Topic button, you fill in the topic title and below that you select the category. When using email, to keep things simple, we asked everyone who creates a topic to use the email address for submitting topics to the General category.

Topic threads are easily rearranged and even if one is moved, all replies will find their way to the thread. On the flip side, it’s better to not move topics around so they stay where people expect to find them.

As we are still in the keep it simple phase, you can continue to create topics via email in the General category.

Or, you can use these addresses -

General nonsuch+general@discoursemail.com

Questions and Answers nonsuch+q-a@discoursemail.com

Upgrades and Great Ideas nonsuch+upgrades@discoursemail.com

Site Feedback nonsuch+feedback@discoursemail.com

Viewing Just One Category

Method 1 - The Categories column on the left

The CATEGORIES choice in the left hand column is a drop down list that gives you a shortcut way to select postings from just one category. You can manage the Categories that you want to appear in this dropdown list. If you hover over the word CATEGORIES, a pencil (edit icon) will appear.

If you click on the pencil, a selection box will open that lets you pick the categories that you want to have in the left hand column list.

You can check or uncheck the ones you want to see. And, of course, Save Changes.

  • N.B. - If we add a category, it fill not automatically appear in your dropdown list. You will have to open this box and select it.*

Method 2 - The Categories choices over the topics list.

Among the choices across the top of the topics list - the left one is a Categories drop down list. This lets you select the view topics from one category. The right hand Categories choice selects an entirely different layout with Categories and their descriptions down the left, and the familiar list of Latest topics down the right. Here again, you can select one category and see topics from just that category.

NOTE - When viewing a single category, you have the option to control the level of notification that you will receive when there are postings in that category by using the Bell icon (over on the right, under your profile picture). Click on the Bell and the choices are explained. One use is - if you choose “Mute” the topics will not appear in the “Latest” view, and you will not receive postings from that category in emails in Mailing List mode. You can still see postings in the category by selecting it using method 2

Filtering/Restricting a Search by Category (a quick overview)

The other thing about organizing topics into categories is that you can focus a search by restricting it to a specific category or group of categories. You can use the full category name or we have set up some abbreviations (called category “slugs”) to make it easier:

For -
General use gen
How To Use Discourse use howto
Questions & Answers use q-a
Upgrades and Great Ideas use upgrades

So to do a search, you could use:

category:general reefing or category:gen reefing

Even simpler, use the # as a substitute for the word category like:

# gen: topping
# wiki: gelcoat

(there should be no space after the “#”, but as soon as I tried that, it came out looking like
General topping)

(there will be another How To covering other basic search techniques)

And don’t forget - there is a Site Feedback category if you have any comments or suggestions.

Hi Jon - Thanks for the guide.

Just a point of clarification. Am I correcting in inferring that the creation of categories is not ‘personal’ but something that affects all users? If so, will this actually be moderated? And if moderated, I might suggest that the initial list of categories be derived from the table of contents of the existing ‘print’ documents - the owner’s manual, new owners guide, and engine owner’s manual. Little profit in reinventing the wheel at this point. I appreciate these existing tables of contents may not cover everything, but would be surprised if they didn’t allow for the orderly categorization of upwards of 90% of all content that has ever been/will be posted.

Regards,

Mike

Hi Mike,

Categoroes are global. There is another tool in the toolbox, and that’s Tags. So we can keep the categories limited and use multiple tags to make searches effective, e.g. Category = Projects, tags can be N26, Deck, Windlass, Moisture etc.

Whether to have posts reviewed or moderated is another issue. I think we are heading toward having wiki posts jointly developed and tagged.

There was a discussion about a possible set of tags - scroll down a bit -

Circling back - task one is to get more people and postings on Discourse so that the future direction is clear.

= = = =

One qualifier to add about “global” categories. We can set up categories and sub-categories and restrict them to members of a Group, so if regional groups want there own category, and chat group, we can do that.

So we enter an awkward phase. The people who are “all over” going to a new platform are here. We want more to come, but most of those are either ambivalent or opposed.

In a previous reply to some other post, recently, I pointed out that the Google group leans more towards informational content than social. It really is what makes owning a Nonsuch so completely possible for many of us. So right now, who is going to post important questions about buying, operating, or maintaining our boats on this Discourse site which will be viewed by a subset of the Google group when they can reach all of us by posting to the Google group and having it mirror over to here?

I’m not being critical here, I’m pointing out what I think it going to be a difficult hurdle to overcome.

Forgive me if I’ve missed it, maybe we already do this, but if we were able to mirror postings from the Discourse site over to the Google groups site, then that would probably help. But don’t mirror the mirrors or we’ll “fill up the Internet” pretty quickly! :laughing:

I am in agreement, it is in some ways a Catch-22 - people post where the things will get the most exposure. A little bit of good news is that following an interesting posting on Discourse, the clicks by people without accounts jumps up. The bad news is that this does not result in many new accounts.

There are two issues here:

  1. If we send all the Discourse postings over to Google, people will reply to them on Google, so we may have some replies here and some there mirrored back here. Messy at both ends. I can fix the stuff here (though that will get old after a while) but over on Google it will remain scrambled.
  2. I am trying to avoid complaints from GG users about too much noise from Discourse. If the platforms were co-equal, I could say that’s part of the transition, but at this point that wouldn’t fly. Maybe I’m too sensitive about this… (I am pretty sure I could keep the ping-pong of postings from happening, as now I am filtering out the Discourse Summary postings from echoing back from Google)

The best I can think of for now is to get people who use Discourse to post here first. After a couple of days, I can follow-up on GG with a “Look what’s happening on Discourse” and copy in the AI summary, and then add “but if you reply here you’ll miss the replies on Discourse”. But, of course, people may respond to this with better ideas.

Hi. In following this I still find myself asking does anyone have information on how many active users there are exclusively on GG? And, of all registered GG users, how many have posted at least once in the past month, two months, 6 months, a year? Do we know how many new Nonsuch members enrolled in say the past month, 2 months, 6 months have used either GG or Discourse?

I guess a lot of my questions stem from the belief that there is a largely inactive group, or group of lurkers, who are GG members, creating most of the inertia preventing moving the discussion to Discourse.

I can provide some partial answers -

There are 60 people with Discourse accounts. It looks like 6 people have turned on mailing-list mode.

Over the past three months that the Google Mirror has been active, 61 people had “staged” (= dummy) accounts created from their Google postings. These people had an email address that could be identified. A few of these people also have Discourse accounts under different names. And then there is the catch-all “? user not identified” Google user.

I emailed the staged users several weeks ago with invitation links to get an account. I would guess that many of these emails were caught by SPAM filters. There was one taker.

We’ve peeked at almost 200 anonymous page views in a single day, so people without accounts know that the site exists. As you would expect, the anonymous views jump every time there are new topics on Discourse.

People go where the postings are.

There are well over 1,000 Google group members. Since that is a passive mailing list, who knows how many are even listening.

I have asked that Joe’s new user welcome email include an invitation to Discourse.

It is a (partial) mystery why the number of new signups is so agonizingly slow.

As to your last point - I think if we post more on Discourse, people will gravitate here…

I don’t know about the statistics, but there is a link on nonsuch.org pointing to the Google group. And it’s right at the top of the right sidebar (desktop view). Until the Discourse link is placed with it you will not have useful data on which site is preferred by new members.

Hi Jon - are the GG members opting in, or are they automatically added when they provide e-mail info as part of their membership? Can you get info from Joe or the membership team that would let you determine the percentage of new members (say new since Discourse launch minus3 months or something) use GG, Discourse, both or none. That’s the group I would focus on first to try and understand Discourse adoption. The other 900 or so people are probably largely dormant, and their inertia probably not an important consideration in deciding how to implement Discourse. It is an enormous improvement over GG.

A short time ago, a similar link to Discourse was added to the INA site. The top posting when a non-member clicks on that link is:

I just added an invitation link to that posting.

To answer some other questions - it is my understanding that there is no way to tell who is actively participating on the Google list, and which email addresses are even valid anymore.

Whoa! Well done. That link wasn’t there the last time I visited the site. Has anyone used it and signed up? (If it’s possible to know without too much hassle.)

The link to the Discourse site is pretty recent - courtesy of Bob Gehrman. I just added the signup invitation today, reminded to do that by the posts in this thread.

The app will count how many times that link is used.

I had separately invited the last few people who got Joe’s welcome email, but who knows it my email, with a few external links, made it through their spam filter.