构建从 Facebook 迁移的活跃支持社区

I run a support community for owners of diabetic cats, since 2018. We’re on Facebook (3 separate groups: a main one with close to 8k members, one for vets with 2.5k members, and another smaller one for “beginners” that get overwhelmed with the main group).

I’m getting to work preparing our future on Discourse. Decisions is made, Discourse installed, I have some migration/onboarding ideas, but before that, I’m having a long hard think at how to organise things here on Discourse.

Amongst various technical annoyances, a major issue for us with Facebook is that it’s “everything in one pot” (hence the creation of a beginners group at some point), and that the algorithm often works against us (for example, posts about deceased pets get huge engagement, and are often the first thing people see when joining the group).

The community is highly moderated and very engaged, with about 20-30 posts per day. I played around with a Discourse trial account this summer to make sure the platform would work for us, and came up with the following draft structure.

I’d really be interested in getting “outsider” feedback/challenge on my ideas for structuring categories and the community. I know of the trap of over-segmenting things, and I think my choices are justified but… who knows. It’s also useful for me to “share this out loud”. One major doubt I have is regarding using sub-categories, or leaving everything at the first level.

Here goes. (Don’t pay attention to the labelling too much, as the community is francophone and I’ve loosely translated category names – it’s really the structure I’m thinking about.)

Welcome

  • new members: a landing space where we can orient people, identify emergencies, welcome people and guide them through the next steps
  • discover the community: this is about helping people understand what the community is and is not, how we function, house rules, how to navigate it, and also, everything pertaining to discourse

Getting started

  • general questions on feline diabetes (is my cat going to die? do I have to give insulin? – this is the kind of stuff we would cover in the facebook “beginners” group)
  • getting the gear: people often need to order a glucose monitor, syringes, we have an “emergency kit” we recommend, so this will be for all the questions about the stuff people need; all the “second-hand” and “giving” equipment posts would come in here too. – wondering if it makes sense to further structure this by type of gear (each one has quite a lot of complexity: syringes; glucose monitors; continuous glucose monitors… maybe this category should go up a level?)
  • tracking spreadsheet: this is the main tool we use to track health and blood glucose over time, and a requirement for our members. it’s the most “technical” thing we ask of them and there is a lot of hand-holding here to get started, we often prepare the spreadsheet for them, there are questions “how do I add another year, help I broke my spreadsheet”…
  • cats: this is a new idea – on facebook, as there are no “signatures” or proper user profiles, we have expanded the spreadsheet to act as a medical file and ID for each cat. Here, the idea would be a category with a structured template in which each member has a post with a presentation of their cat, photo, bio, relevant info, link to the spreadsheet of course

Managing Feline Diabetes: this would be the main category, with all the questions people ask regarding their specific situation, support, etc. Diabetic cats fall ill and often have other illnesses that interfere with managing diabetes, people worry about being able to go on holiday, are stressed out, want to change insulins (or not), navigate the relationship with their veterinarian (and sometimes their loved ones). I don’t know if this should be further structured into sub-categories or not (examples: insulin change; managing stress/life; comorbidities…)

Medical Training and “nursing”: this category would be broken off from the rest because it is a really important one which tends to be “forgotten”. When you have to give your cat injections, apply glucose sensors to it, manage an anorexic cat etc, not every cat is cooperative and not every owner is competent in feline behavior. So this is all about “how to work with the cat” and might, in time, also include more behaviour-related issues (stress influences diabetes regulation, many cats live in environments which are not optimal and many owners are unaware of this).

Dosing advice: this is a huge part of our work. We have tried and tested dosing protocols and we help people learn to apply them, navigate tricky decisions. To post in this category, there would be a requirement that people have got a tracking spreadsheet and have a file for their cat in the “cats” category. (This is a major pain we have right now, people arriving with minimal information and wanting advice on “how much inject”; we spend a lot of energy explaining to people that we don’t have any cristal balls!)

Grief support: end of life care and decisions, dealing with death, supporting grieving members, remembering regretted pets… this allows us to have a place to properly take care of this important topic without it being “in the face” of people who have just arrived or don’t want to go there yet.

Veterinarians: this will be a forum invisible to all but vets and selected moderators/community members, pretty much duplicating the way the veterinarian facebook group functions. It’s not very busy, but important.

Off-topic: a social space where people can connect, talk about their cats in a non-diabetic way, other animals, whatever…

Helping out: for community members who are active helpers; we do a lot of “coaching” of people who help out (and supporting too, it’s not always easy); right now it’s done in a Messenger group, but clearly once on Discourse I think having a category for that will be good.

Admin team: private, admins and moderators, for everything regarding the management of the community.

Some topics I’m not too sure how to integrate in this structure, or open questions:

  • Food: there are a huge amount of (often misguided) questions regarding food. People think food can fix everything. They want to change food immediately (not a good idea, generally). They think this or that food is bad, or good, or better (generally based on lots of misinformation, which we are good at educating people about). I’m tempted to make it a category of its own, like Medical training, because it will allow us to manage it better, rather than leave it somewhere in between “Managing FD” and “Getting the gear”
  • High dose” cats/conditions: some conditions like acromegaly require some cats to be given very high doses of insulin. There is also specific management of some of these conditions. Many people are not comfortable advising around high doses. I’m torn about this one: on the one hand, people with high dose cats will feel less alone if we give them their space, on the other hand, it reinforces the idea that “high doses” need to be treated very differently from normal doses (it’s not fundamentally different, but most people can’t make that leap). The issue here is that “active helpers” tend to shy away from these situations and members are often left hanging. Keeping them with the “normal” topics implicitly communicates they are not that different.
  • Emergencies: we have those, some are life-threatening, they often require special management and there are specific, senior members who are good at dealing with them. Having a separate category could help alert the right people, but on the other hand, will members either abuse the category or feel shy about using it? Maybe there is a better way with Discourse functionalities to “flag” a topic as an emergency?
  • Tech support: currently we have a Messenger group for tech support regarding facebook, using Google Docs (that’s where our documentation is… another issue), the spreadsheet. Anything “computer/phone-related”. With the structure presented here, there might be tech support issues that fall in the cracks between the “speadsheet” and “discover the community” categories. Maybe this should be organised differently?
  • Other illnesses: diabetic cats often have comorbidities. We’re not there to replace veterinarians, but inevitably we get questions (and do have real expertise), particularly on issues that are common with diabetes. We’re often navigating the fine line between on- and off-topic. Maybe having a category for “medical stuff that’s not diabetes” would help us deal with these questions better. They do have their place, particularly when it’s about the diabetic cat, but it does tend to drift towards “general medical advice”.
  • Senvelgo, oral treatment: we’ve now had an oral treatment for a couple of years that can be an alternative to insulin in certain cases. I think it makes sense to break it off into a separate category. However (same as with high doses), there are benefits to keeping these topics mixed in with the general ones. People using the oral treatment are often afraid of having to do injections, and being able to see how “easy” it actually is because they are posting in the same category as people using insulin can help dedramatise. Also, the “insulin” people can be good advocates, but they’ll never go and hang out in a “Senvelgo” category. So, I’m really not sure what to do with this one.

Right, I think that’s more than enough for this post. I have issues regarding how to migrate our (extensive) documentation, and what to make public/private, but I’ll put those in other topics to keep this one focused on the category structure.

I’m wondering if I should take advantage of tags for certain things (I’m not 100% clear if anybody can create tags – are they “real” tags – or if they are predefined - aka “categories”).

Any thoughts or comments on my proposed structure are most welcome, and shared experiences regarding similar questions you may have grappled with in setting up your own communities. What did you do that worked, didn’t work? What are your observations?

Thanks so much!

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我认为这是一个很棒的主意!

我看到你们为文档/教育用户设置了一些专门的类别区域。一个像“how-to”这样的类别,并为每个要点(例如“食物”)设置子类别可能会很有帮助,特别是当与 Discourse Doc Categories 插件结合使用时。

从我的角度来看,(对于文档/指南)有两种选择:

  1. 包含较小子类别的较大类别,其中一些关于教育(文档?),一些不是。
  2. 一个专门的指南类别,其中包含关于不同主题的子类别,用于教育用户。

我不确定这是否有意义。

您可能想看看慢速模式,和/或也许将此类别保留给 TL1/TL2 用户及以上,以便更多互动的用户可以访问它。

据我所知,工作人员可以创建标签。您可以手动创建标签或通过批量上传创建标签,但您可以修改 create tag allowed groups(允许创建标签的组)设置。

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我不确定这是否完全正确,或者我是否理解错了。教育内容几乎遍布整个社区。而且几乎所有你能想到的东西都有文档记录。因此,每个版块/子版块都会有一些相关的文档,可以链接到固定帖子中,例如。

目前的方式是,文档与社区是“分离的”(Google Docs 与 Facebook)。但我希望将两者更紧密地结合起来,主要是因为我注意到帮助者从不链接到现有文档或视频。我意识到这部分是因为(作为“普通人”),复制和粘贴 URL 不是自然而然的事情。

这就是我考虑将文档更紧密地集成到 Discourse 中的原因。如果不是拥有单独的文档,而是将内容放在固定主题中,那么成员链接到它们会更容易,因为当你在 Discourse 中点击“添加链接”时,你可以开始输入一些关键词,然后就会出现主题。

这样做的问题在于,我希望文档保持公开,但社区的很大一部分将是私有的。我知道当我试用 Discourse 试用版时,有一个插件可以创建公共静态页面。这是一个有趣的选择,因为我目前另一个选择是将 Google Docs 的内容移动到我们现有的 WordPress 网站上。但也许我可以直接将这些内容移动到 Discourse 中。这也让我怀疑是否应该为网站的一部分保留 WordPress,或者尝试用 Discourse 做所有事情(我能用 Discourse 做出类似博客的东西吗??)

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[quote=“NateDhaliwal, post:2, topic:390619”]您可能想看看慢速模式,以及/或者将此类别保留给 TL1/TL2 用户及以上用户,这样互动更多的用户就可以访问此内容。

[/quote]

是的,这是另一个话题:谁可以访问什么。这绝对不是我们想在用户刚来时就推送到他们面前的类别。

在我看来,新成员将可以访问“欢迎”类别和“入门”类别。也许可以只读访问“管理”类别。一旦他们完成了先决条件,比如自我介绍、为他们的猫创建一个主题并填写个人资料,他们就可以参与“管理/医疗培训”(除了“欢迎”类别)并在“剂量建议”和也许其他几个类别中拥有查看权限。一旦他们的电子表格设置好了,就可以解锁对“剂量建议”等的访问权限。

我在此阶段的结论是,管理此类别的访问权限最简单的方法是通过群组,我说的对吗?(我也会为兽医这样做,会有一个兽医群组,只有该群组的成员才能看到该类别。)

我也一直在思考社区的公开/私密性质。将某些部分保密是有道理的,当然,因为人们在讨论有时敏感或个人话题时根本不会感到自在。但我一直在想,“欢迎”类别,甚至可能是“入门”类别,是否应该公开,即使只是因为它是一种社区的“名片”。

启发我创建这个社区的英语社区实际上大部分是公开的。但它是一个“在论坛中成长起来”的社区,人们使用化名,而我管理的社区在 Facebook 上发展了近 8 年,人们大多数时候都使用他们的“真实身份”。我认为将这样的社区迁移到一个公开空间会对文化造成太大的冲击。但也许其中一些可以在“公开”环境中运作?

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太有趣了!我们已经在 Discourse 上建立了一个社区。我们是一个针对注意力缺陷多动障碍 (ADHD) 和自闭症的德国自助组织。

我们不仅将论坛用于交流,还用于组织小组。不幸的是,这方面的其他例子很少,我非常希望能进行交流!

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哦,太酷了!一个讲法语的多动症支持小组也在我的关注范围内(但首先是猫咪们 :rofl:
你们的论坛是完全公开的吗?

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不,它大部分不是公开的。

:rofl: :rofl: :rofl:

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我能加入看看吗?我真的很喜欢我看到的这个主题。我认为到目前为止,我将我的社区融入 Discourse 的主要问题在于“分类”与“版块”的模型……Discourse 实际上被设计成一个按类别排序的巨大主题流,而我认为,鉴于我社区的性质,我需要找到一种以更“逐个分类”的方式来展示事物的方法。

我们将书面交流和视频会议室结合起来——并使用聊天频道进行视频会议、身体倍增(共同工作)和相互支持的交流。

“Videokonferenz Alfaview”(阿尔法视图视频会议)就像一个带有空间的虚拟建筑。



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欢迎!:slightly_smiling_face:

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成员如何在社区的私人空间和公共空间中进行导航?这会造成任何问题吗(例如,人们以为自己在私人空间但实际上是公共空间,并分享了他们本不该分享的内容)?

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image
您可以通过锁形符号来识别它。整个“交流区”是私密的,然后有许多类别仅对特定群组可见。

我们有一个名为“群组”的主类别。例如,有一个父群组或一个来自柏林的本地自助群组——以及许多其他群组。

然后,这些类别仅对相应的群组可见,我们会告知这一点。

我不知道这是否可以理解。

例如,“吕贝克”(这是一个德国城市)仅对该群组可见。

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目前,我们的结构包含最重要的主类别如下:

这是一个示例——因为我是这些组的成员,所以我可以看到这些组的类别——即子类别:

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我建议您调整以下设置:

  • desktop_category_page_style
  • mobile_category_page_style
  • top_menu

如果将前两者的样式设置为“带子类别的框”,并将“类别”移到后者的第一个位置,您最终会得到一个更强调层级的首页。

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哦,谢谢戴夫——好久不见了,你还有很多帽子吗?:sweat_smile:
我一定会试试的。

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啊,我很高兴看到您的社区决定迁移到 Discourse。如果我能根据您上面写得很好的帖子提供一些不成熟的建议……

类别选择疲劳

我个人认为您的类别可能有点太多了。拥有太多类别的一个问题是新成员可能会感到困惑,发帖也会变得有点困难,在他们开始写作之前就存在一个进入的门槛,因为他们觉得必须选择正确的类别。

我建议使用几个基本类别:

  • 欢迎 (Welcome)
  • 关怀 (Care)
  • 哀悼 (Grief)
  • 离题 (Off-topic)

……然后大量使用标签。标签更简单,因为版主或其他有权限的用户可以在主题创建后添加它们。

当帖子数量开始增长时,它们自然会显示出更好的组织思路,然后您可以创建新的子类别,使用批量选择并将它们全部移动到新类别中(如果需要)。

附件

不要忘记附件!有一个 authorized extensions(授权扩展)站点设置,您可能需要根据用户分享的内容进行修改,例如用于血液/报告的 pdf 文件。

迁移

Facebook 会提供电子邮件/加入日期列表吗?新成员注册后发帖通常会受到严重限制,因此您可能希望为那些在旧社区发帖的“老兵”设置某种基础 TL(信任级别)。

您可以查看以下位置的设置,看看它们是否过于限制:

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哇,恭喜您建立了一个如此健康的社区,并感谢您选择 Discourse 作为其新家园。

我认为您在考虑构成您会员的不同用户画像的需求方面走在正确的道路上。由于我不真正了解您的社区,我很难对您的架构发表具体评论,所以我将为您提供一些一般性建议,这些建议可能有用,也可能没有用。

从小处着手,使用最少数量的分类,因为选择的悖论在习惯于社交媒体内容消费模式的人群中尤为突出。随着摩擦的出现,您可以随时添加新的分类,但如果人们面临太多的选择,他们会感到沮丧。

我认为您在每个区域置顶的文档是该社区的一个好方法。

标签是一个强大的工具——请参阅我在 It’s Time We Talked About Tags 上更详细的想法。但是……我建议对习惯于 Facebook 的受众要谨慎引入它们。

我理解您的意图,但我会谨慎对待限制人们在哀悼分类中分享的能力。这可能会比帮助更令人不安,尤其是对于一个非技术用户的社区。

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这有多种选择:WP Discourse 插件、https://meta.discourse.org/t/embed-discourse-comments-on-another-website-via-javascript/31963,甚至可以创建一个只有您有权限创建主题的分类。这绝对是可能的。

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当然可以!请参阅 Blog Post Styling

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你好,Stephanie!和 Nate 一样,我考虑过如何利用“文档分类”插件来处理您可能拥有的那些标准、经过验证的信息。

使用置顶主题对您来说可能完全没问题——但这里还有一些想法供您参考……

文档

如果我的猫突然被诊断出患有糖尿病,我可能会觉得一个经过策划的“文档”(或“参考资料”或“常见问题解答”)部分很有用。它可以回答我甚至不知道自己应该问的许多问题,或者提出新的问题。

您可以选择允许直接在“文档”主题上提问和回复,就像任何其他主题一样——或者限制发布,使这些主题仅作为可靠的参考资料,供其他地方链接。

Meta 上的 Documentation 类别允许回复(示例),其中可以澄清细节,而主题本身则可以作为 Support 下提出的许多问题的答案。

如果我们不使用单独的文档,而是将内容放在置顶主题中,那么成员链接到它们会更容易,因为当您在 Discourse 中点击“添加链接”时,您可以开始输入一些关键词,主题就会出现。

……另外请注意,“文档”主题与其他主题一样,也可以通过“添加链接”功能找到。只要标题设置得当,帮助者就能很容易地找到它们。

支持论坛面临的一个挑战是保持当前、最佳参考信息集中且易于查找,而不是分散在论坛的各个主题和回复中。拥有一个由版主/帮助者团队维护的“文档”主集似乎很有帮助,而较少数量的其他类别(如 Nat 所建议的)则处理更多的个人主题和问题。

标签

我想知道我是否应该利用标签来处理某些事情(我不太清楚是否任何人都可以创建标签——它们是“真正的”标签——还是预定义的,即“类别”)。

我认为标签在跟踪事物方面对您很有用,同时可以最大限度地减少类别的数量。例如,“护理”下的一个主题可以同时标记为 #insulin#selvengo

通过设置 Create tag allowed groups(允许创建标签的组),您确实可以选择让任何人创建新标签,但我建议将其限制为版主和高级用户。否则,您可能会进行大量的标签清理工作(人们可能会拼写成 slevengoselvego……)

您面临着一个有趣的挑战,我期待着看到您如何进行。:grinning_cat:

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