Cospire Help

Below are the answers to most of the questions people have about working with Cospire. In addition, terms and concepts central to Cospire are explained in this document.

Tip: This page is fairly long. If you know of a key word to search on, press CTR-F on the keyboard to jump to that word in this document.

Table of Contents
What is an Cospire Community?

An Cospire Community is an online web application that allows people to join and contribute to a knowledge sharing community built around a central goal, focus, or organization. Members of a community can contribute by adding their own knowledge, modifying already existing knowledge, and rating the validity of knowledge shared in the community.

Creating a new Cospire Community

When you go to the main Cospire website (cospire.com), you are given the option to sign up. When you click on this option, a wizard pops up leading you through the process of creating a new community. Creating a Cospire Community is free of charge and takes only a few minutes. Click here to begin this process.

Administering your Cospire Community

Administering your Community means taking high level control over how you want your community to run and who you want to have access to it. Only community members with sufficient permissions can administer the community. All administration tasks can be accessed by clicking on My Community, see figure below.

Administration tasks can be accessed through My Community

Invite People to Join your Community

You must have sufficient security permissions to add or remove other community members.

There are several ways for you to invite people to join your community.

Below are the steps for creating and sending an invitation key yourself:

  1. Click on My Community on the top menu bar. This will take you into the Community Manager screen.
  2. If not already selected, click on Invite Members on the left-hand side of the Community Manager Screen.
  3. At this point you will have options for the invitation key you are about to create including how many times it can be used, when it will expire, what security level permissions someone using this key will get, and the message they will see when they first sign up. Fill these in as desired. Note that you can change the options on a key later if you desire. To avoid unauthorized people from using an Invitation Key and getting access to your community, it is recommended that you set the key to expire as soon as possible and only allow the bare minimum number of people to use it by setting the Number of Uses to the exact number of people you plan to invite.
  4. After filling out the key information, click "Create". A unique invitation key is then displayed. This key is rather long because it needs to be unique. You can give this key to your intended members and they can go to the main Cospire sign in page (http://cospire.com/evola/joinCommunity.aspx) to use it. An even easier way to invite them is to send them an email with the link provided below the invitation key pasted into the email. Invitees can click on this link and be put into the correct community sign up process with the correct security levels.

To disable or edit an invitation key, go to "Invite Members" of the Community Manager Screen. You will see a list of all your current invitation keys. Click on the "Edit" button of the key you wish to change. You can then change all the options for the key including enabling/disabling it.

Create a Community Home Page

Any Knowledge Object can be used as the community home page. See Make a Knowledge Object the Community Home Page.

Temporarily Ban Members From Your Community

You must have sufficient security permissions to add or remove other community members.

You can ban and restore members of a community at any time.

  1. Click on My Community on the top menu bar (see figure above). This will take you into the Community Manager screen.
  2. Click on Manage Members on the left-hand side of the Community Manager Screen.
  3. Click on the Edit button of the member you wish to remove or change the security access level for.
  4. Uncheck the checkbox for Account Active to disable this person's account and effectively remove them from the community. Check the checkbox to add them back.
Change a Member's Security Permissions

You must have sufficient security permissions to change a member's security permissions.

You can change the security level of a member of your community at any time.

  1. Click on My Community on the top menu bar (see figure above). This will take you into the Community Manager Screen.
  2. Click on Manage Members on the left-hand side of the Community Manager Screen.
  3. Click on the Edit button of the member you wish to remove or change the security access level for.
  4. Change the security level of the member using the drop-down box and click the Update button when done.
Change Community Settings

You must have sufficient security permissions to change the settings of a community.

You can change various community settings like security level, community title, community type, and community description at any time.

  1. Click on My Community on the top menu bar (see figure above). This will take you into the Community Manager Screen.
  2. Click on Community Settings on the left-hand side of the Community Manager Screen.
  3. Change the desired settings and click Update when done.
Knowledge Object

Knowledge Objects (KOs) are the foundation of a Cospire Community. All knowledge contained in Cospire are contained either directly inside of a KO or attached to a KO as another file (i.e. Word File, PDF, etc). A KO consists of some piece of knowledge that is worth saving, retrieving and possibly evolving. Here is a list of things that could be used as a Knowledge Object:

All KOs have some written component to them. You can create KO content with Cospire's easy to use editor or you can attach other files such as text files or media files to KOs. Regardless, every KO must have a title so people (or at least you) can find it. In addition, it is good to have an abstract to make it easier for folks to quickly figure out what your KO is for. Finally, all KOs should be organized under one or more Categories. Once a KO is created it can be accessed using the Cospire search engine or browsing through categories. If you have viewing permission, a KO can be rated for quality, annotated, and revised. The sections below go over all these activities associated with working with KOs.

Create a Knowledge Object

There are two ways to begin creating a KO. Either begin by using the Create selection on the top menu or click on Create Knowledge Object in this Category while browsing through categories. The two techniques are explained below.

First Technique:
  1. Mouseover the the Create & Modify menu item at the top of the screen and then click on New Knowledge Object (see figure below).
  2. You will now be in the Knowledge Object Wizard. See figure below. This wizard guides you step by step through the process of creating a Knowledge Object. Although not all steps in the wizard are mandatory for publishing a KO, you should go through the entire wizard the first time you use it to become familiar with the different options available. When you are ready to publish, click the Finish button.to publish your KO. Note: you can skip to any step in the wizard by clicking on the desired step on the left-hand side of the wizard.

Create a Knowledge Object

Knowledge Object Wizard

Second Technique:

When browsing through categories in the category view, there is a button at the top of every category page that says Create Knowledge Object here (see figure below). When you click on this, you will go into the Knowledge Object Wizard as you do for the technique above. The only difference is that in this case, you have automatically associated your KO to the category you were in when you clicked Create Knowledge Object here. Note: you can disassociate this category from your KO or associate to other categories in the wizard if you choose (see Associate and Disassociate Categories for more information).

Create a Knowledge Object from the Category View

Revise (Edit) a Knowledge Object
  1. Open a KO from the category browser or from search results. The entire KO will appear on the screen.
  2. If you have permission to edit this KO, each section of the KO including the title, abstract, categories, coauthors, and KO body have a link titled "Edit Title", "Edit Abstract", etc (see figure below). Click on the link corresponding to the part of the KO you want to edit.
  3. This will launch you into the corresponding step of the Knowledge Object Wizard to edit that part of the KO. Just like any time you are in the KO Wizard, you can go to any other step in the wizard and make changes. For example, Sally clicks on Edit Body of a KO which sends her straight to the edit body step (step 3) of the wizard. She makes a few changes and then decides that she wants to also change the abstract of her KO so she goes to the "Title & Abstract" step (step 1) and makes changes. Satisfied with her edits, she clicks "Finish" and her changes have been saved.
Note: Users with permission to view a KO can view older versions (revisions) of a KO. See View an Old Version of a Knowledge Object for more information.

Revising a Knowledge Object

View an Old Version of a Knowledge Object

All revisions of a KO (see Revise a Knowledge Object) can be viewed by anyone who has permission to view the KO. To do this, open the KO and you will see a list of all the revisions on the left-hand side of the screen along with the time and who revised it. Click on the revision you want to see to bring up that revision.

View an Old Version of a Knowledge Object

Resume an Uncompleted Knowledge Object

If you partially create a KO but don't finish all the required steps (see Knowledge Object Wizard for steps), Cospire still stores your work but does not publish it. To resume work on an uncompleted KO, select one of your uncompleted KOs from the Resume Uncompleted Knowledge Object" section.

Delete a Knowledge Object

Important: Only a member with Owner permissions can delete a Knowledge Object. If you don't have that level of permissions, contact someone in your Cospire Community who does.

Associate and Disassociate Categories

You can associate or disassociate any number of categories to or from a Knowledge Object. This is done in the Add Categories step (step 2) of the Knowledge Object Wizard. You can do this for a new KO you are creating or for an existing KO if you have permission to revise the existing KO.

Attach File(s) to a Knowledge Object

You can attach one or more files (i.e. Word, PDF, text, etc) from your computer to a KO by going to the Upload Desired Files step (step3) of the Knowledge Object Wizard. You can do this for a new KO you are creating or for an existing KO if you have permission to revise the existing KO.

Knowledge Object Security

You can set permissions for a page that will determine who, if anyone, can view or revise a KO. You do this by going to the "Set Permissions" step (step 6) of the Knowledge Object Wizard. You can do this for a new KO you are creating or for an existing KO if you have permission to revise the existing KO.

Make a Knowledge Object the Community Home Page

Any Knowledge Object can be used as the Community home page. You can create a new KO and make it the home page or you can make an already existing KO the home page.
Only a person with "Owner" permission level can set a KO to be the community home page.

  1. Either create a new KO or open up an already existing KO one for revision. Either way, you will be in the Knowledge Object Wizard.
  2. When you get to the "Add Categories" step of the wizard, check the checkbox lableled "Make this KO our Community Homepage".
  3. When you are done editing the KO, click the "Finish" button.

 

Knowledge Object Annotations

You can attach an annotation to any KO that you have permission to view even if you are not allowed to revise the KO itself. See Annotations for more information on annotations.

Rate a Knowledge Object

Members help Cospire measure the value of KOs by rating them. This in turn helps determine many factors within Cospire and helps the owners and coauthors know whether the KO needs improving, and gives credit to members who created and contributed to the KO.

You can rate any KO that you have permission to view. To rate a KO:

  1. Open the KO so you can read its content.
  2. Click "Rate this Knowledge Object" found in the upper left side of the screen.
Annotations

You can add annotations (a.k.a comments) to any Knowledge Object that you have permission to view regardless of whether you have permission to edit the KO itself (see figure below). Annotations allow you to post feedback to a KO by doing things like:

Create an Annotation
  1. Click on the Annotate link located on the upper left of the Knowledge Object or scroll down to near the bottom of the KO to where it says "Write Annotation" (see figure below).
  2. Decide what kind of annotation you are going to create and select one of the options from the Subject drop down list:
  3. Write the text of your annotation in the text box labeled "Annotation Text". Your content should at least roughly match the intent of the subject you selected.
  4. If you want to make the annotation anonymous, you check the "Make this annotation anonymous" checkbox. If you do this Cospire will not be able to link your profile to the annotation. However, anonymous annotations are not counted toward your Evoscore.
  5. When finished, click the "Post Annotation" button.

 

Revise an Annotation

This functionality is not supported yet...

Delete an Annotation

This functionality is not supported yet...

Rate an Annotation

All annotations can be rated by members as "Helpful" or "Not Helpful". Annotation ratings can effect how prominently an annotation is displayed.

Search

There are two principle ways of finding Knowledge Objects in Cospire - using search or browsing through categories. Search is most useful when you know of some relatively unique words or phrase that you expect to be in the KOs you are looking for while category viewing is best when you either know what category a desired KO is in or you just want to browse through categories to see what you can find. This section details search. For more information about using category browsing, see Categories.

Text Search

All searches begin with searching for some text. All portions of a KO and its references are fully searched with the Cospire search engine.

  1. To begin, type one or more search words or a phrase into the search text box located at the top left-hand part of the page. Note: you may have to scroll to the top of the page to see the search text box.
  2. All Knowledge Objects with the search words are displayed as a list. This list is prioritized based on a number of criteria including how many of your words were found in the KO and in what sections, the quality rating of the KO, and how recently it was published. In addition, all categories that these result KOs fall under are displayed on the left-hand side and all the authors are shown there as well.
  3. To filter for results that are only in a given category, click on the desired category on the left. Do the same for filtering by author. Note that you can filter by both an author and a category. For example, you can select KO results that are in the category "Dogs" that were written by member "Davie Crocket". You can also remove filters by clicking "remove" on the specified filter at the top of the results.
  4. Also, there are tabs at the top of the search results titled "Members" and "Categories". Click on these tabs to see more detailed views of all related members and categories respectively.
Search by Author

To search by author you simply enter the author's username in the search textbox. You can then filter by "Related Authors" to remove KOs that only reference that author only in the body, title and abstract. See Text Search for more information.

Search by Category

To search for KOs within specific categories you simply enter the category name in the search box. You can then filter by "Related Categories" to remove KOs that may reference the category name but not actually be housed within that category. See Text Search for more information.

Categories

There are two principle ways of finding Knowledge Objects (KOs) in Cospire - using search or browsing through categories. Search is most useful when you know of some relatively unique words or phrase that you expect to be in the KOs you are looking for while category browsing is best when you either know what category a desired KO is in or you just want to browse through categories to see what you can find. This section details category browsing. For more information about using search in Cospire, see Search.

Category Hierarchy

Categories are arranged in a hierarchy where some categories are organized underneath others. For example, a category called "Husky" could be found underneath the category "Dog" and Dog could be underneath a category of "Mammal". As far as terminology goes, Husky would be considered a "subcategory" of Dog and Dog would be considered a "parent category" of Husky. Likewise, Dog would be a subcategory of Mammal and Mammal would be a parent category of Dog. In this way, a category can be both a subcategory and parent category relative to different categories in the hierarchy. In addition, in Cospire, a category can have any number of categories. For example, Dog could be under Mammal and "Pet" and Pet could have completely different parent categories and subcategories. This allows you to design a flexible category hierarchy, see Associating and disassociating categories for more information on creating the category hierarchy. A category that has no parent category is called a "root category". A root category is at the very top of the category hierarchy. Yes, I know that it is kind of confusing to think of a "root" being at the top since roots in plants are in the ground at the bottom but we at Cospire are trying to be sort of consistent (emphasis on "sort of") with computer science terminology on the subject. One final term that is useful when discussing category organization is "end category". An end category has no subcategories underneath it.

Browsing Categories

There are two ways to browse categories - start at the top of the category hierarchy and drill down or find a category using the search engine.

Start at the Top of the Category Hierarchy

You can immediately launch into Cospire's Category Browsing View by clicking on Browse on the top menu. This will take you into Cospire's Category Browsing View which will display all the root categories for the community as hyperlinks. To browse or "drill down" into these root categories and subsequent subcategories, click on the category hyperlink. Each time you click on a category, you will be shown a display listing all the Knowledge Objects associated with that category and all subcategories of that category. Continue exploring subcategories or open associated KOs as you wish.

Find a Category Using the Search Engine

You can do a text search using search words. Results from the search display related categories as a tab in in the upper right-hand side of the search results page. Click on the tab to see all related categories and click on one of the categories to open it and browse through the category hierarchy. See Search for more information on searching with Cospire.

Create a Category

There are two ways to begin creating a category. Either begin by using the Create selection on the top menu or click on Create Sub-Category while browsing through categories. The two techniques are explained below.

First Technique (more options):

  1. Mouseover the Create & Modify menu item at the top of the screen and then click on Create/Modify Category (see figure below).
  2. This will take you to a category editor introduction screen with buttons to either "Add Category", "Edit Category", or "Delete Category". Click on Add Category.
  3. This will take you to the category editor. First, create a short but intuitive title for the category (i.e. "Introductory Pages"). Note: you can change this later.
  4. Give a short description for the category. For example "Articles found in here introduce you to the community".
  5. There is a checkbox for making the category a Root Category. A root category is one that appears at the top of the category hierarchy and has no categories above it. Note: only members with Owner permissions can set a category to be a root category.
  6. If you don't want the category to be a root category (true for most categories), then select one or more categories for your new category to be under.
  7. Click the Add Category button when you are done.

Create/Modify a Category

 

    Second Technique (simpler and easy):

    When browsing through categories (see category browsing view), there is a button at the top of every category page that says Create Sub-Category (see figure below). Click on this to create a subcategory under the category you are currently looking at. A textbox for the category title and description will appear. Fill these in and press the Create button.

    Revise a Category
    1. Mouseover the Create & Modify menu item at the top of the screen and then click on Create/Modify Category (see figure below).
    2. This will take you to a category editor introduction screen with buttons to either "Add Category", "Edit Category", or "Delete Category". Click on "Edit Category"


    Delete a Category

    Important: Only a member with Owner permissions can delete a category. If you don't have that level of permissions, contact someone in your Cospire Community who does.

    1. Mouseover the Create & Modify menu item at the top of the screen and then click on Create/Modify Category (see figure below).
    2. This will take you to a category editor introduction screen with buttons to either "Add Category", "Edit Category", or "Delete Category". Click on Delete Category.
    3. Check those categories that you wish to delete and click Delete Selected Categories. The Knowledge Objects within a deleted category are moved into the parent categories and therefore are not deleted.



    Security


    Security and permissions in Cospire fall under three categories - community-level security, member permissions and Knowledge Object permissions.

    Community-Level Security

    As an Owner, you can set security policy over an entire Cospire Community. Determine if your community will be public, private, or protected. In a public community, it is assumed that all or most Knowledge Objects (KOs) will be public to everyone in the world, not just members of the Community therefore, the default permission level of the KO is "public", see KO security for more information on KO permission levels. However, KOs can still be set to private if desired. A private Community is assumed to be for members only but KOs can be set to public on a case by case basis (see Knolwedge Object security). A setting of private only means that the Community is viewable by members only and this setting cannot be overridden by anyone creating a Knowledge Object.

    Member Permissions

    There are three permission levels for people who use an Cospire Community.

    Knowledge Object Security

    Anyone who creates a Knowledge Object (KO) or is allowed to edit a KO can change the permissions for that KO. For example, you can make the KO "read-only" to certain people or not visible at all except to you. See Set Permissions for an KO for more information.

    Usernames and Passwords

    Protecting member passwords is paramount to securing a community to unauthorized access. Below are some guidelines for creating secure passwords:

    DO

    change passwords regularly. The more critical an account to network integrity (such as an owner of a community or person with high level community permissions), the more frequently the password should be changed. This change stops someone who has already compromised an account from continued access.

    DO NOT Profiles and Member Reputations

    When someone becomes a member of an Cospire Community, they are automatically given a profile. A profile helps the community to identify members and allows a member to tell the community about themselves. Also attached to a member's profile is their EvoScore. An EvoScore (a.k.a. contribution reputation) is a measurement of a member's contribution to the community as measured by Cospire. This score is a composite of a member's behavior with their Community:

    Besides providing recognition for member contributions, an evoscore helps Cospire determine the likely value of a new KO. For example, if an established member with a high reputation creates a new KO, his KO will be be easier to find in search results and in category browsing then a newly created KO from a member who does not have as high a reputation. Note: The reputation of a KO's owner is only one factor in determining how valuable a KO is. For example, if KO A is created by a member with a high reputation but is rated low by the community and/or generates few visits relative to KO B created by an author with a low reputation, KO B will show up higher in search results then A.

    The following sections are related to member profiles and reputations.

    Editing your Profile

    A profile is automatically created for you when you become a member of a community. Naturally, all the information about you is blank when you start out. You can make changes to your profile including adding information about yourself by clicking on "My Profile" on the top menu.

    Viewing Another Member's Profile

    Any Knowledge Object published has one or more contributors (authors). When you view a KO, all contributors are displayed as hyperlinks that will take you to their individual profile.

    Building a Contributor Reputation

    See Profiles and Member Reputations for information on building a contributor reputation.

    Other

    This section details other common tasks associated with using Cospire.

    Log Into a Different Cospire Community

    At any time you can click on "Log Off" in the upper-right menu which will bring you to Cospire's login screen. You can then log into another Community.

    Email Notifications

    Whenever someone changes something in your Cospire Community, you have the option to get an email notification. By default, you get a notification whenever someone new joins the community, or when a Knowledge Object you created or revised gets changed. To adjust your notifications:

    1. Mouseover My Profile in the top menu bar and click Account Manager.
    2. Click on Email Notifications on the left-hand side of the screen.
    3. Determine what email notifications you would like, if any, by checking the appropriate checkboxes.

    Glossary
    Category

    See Categories for a definition and usage.

    Category Browsing View

    Term for the page Cospire displays when you are browsing through categories. It includes a title and description of the category you are currently looking at (current category), a list of subcategories below the current category, and below that a list of all the Knowledge Objects inside the current category. If there are no subcategories or Knowledge Objects, the respective section says so. See Categories for more information.

    Community

    See What is an Cospire Community for more information.

    Evoscore

    A numerical value assigned to members based on their contributions to a Community. All evoscores are relative to one another for a given community and are based on a standard deviation calculation. See Profiles and Member Reputations for more information on how to build an evoscore.

    Knowledge Object

    Also known as a KO, see Knowledge Objects for a definition and usage.

    Knowledge Object Wizard

    A wizard is a software feature that leads a user step by step through some process (see figure below). The Knowledge Object Wizard (KOW) is what is used by users to create or modify Knowledge Objects. See Knowledge Objects (KO) on how to access the Knowledge Object Wizard.

    Basic Navigation in the Knowledge Object Wizard

    There are several steps in the KOW but only some of them are required so if you don't want to go through every step you don't have to, however, it is recommended that you go through every step your first time using the wizard to familiarize yourself with the components of a KO. In addition, you can either go from one step to the other using the Previous Step and Next Step buttons or you can skip between steps by clicking on the desired step in the left-hand panel of the wizard. Below is a list of the wizard steps with brief descriptions for each:

    1. Title & Abstract (Required) Create a title and an abstract for the Knowledge Object. Both of these are required to publish a Knowledge Object.
    2. Categories (Required) Add or remove categories associated with the Knowledge Object. It is required to have one or more categories associated to a KO to publish it. See Categories for more information.
    3. Body (Not Required) If desired, create a body of text for the KO. In most cases this is where the bulk of a KO's information is found however, it is not required.
    4. Attach Files (Not Required) Attach any desired files from your computer to this KO. It is optional to attach files to a KO.
    5. Coauthors (Not Required) A co-author is an individual who had a part in the creation of this knowledge. Giving credit to co-authors helps build a trustworthy and friendly online knowledge community.
    6. Permissions Permissions determine who, if anyone, can read or modify the KO. By default all members have read/write access to a KO so if you don't want this, make sure you make changes in this step. See Knowledge Object Security for more information.
    7. Resources (Not Required) Resources are the best way to give credit to other sources you may have cited when creating your knowledge. Resources can also simply be sources you know of that provide additional information related to your knowledge. Web links, books, magazines, videos, music and other knowledge objects are all great examples of useful resources. Feel free to use MLA or APA formatting for style.
    8. Settings (Not Required) You can set the expiration date of a KO after which time, the KO will no longer be visible to users, including yourself. In addition, you can make the KO anonymous. Note, KOs that are anonymous do not count toward a member's evoscore.
    9. Review (Not Required) Here is a review of all the steps with warnings to you if Cospire detects possible mistakes.
    Cospire Community

    See What is an Cospire Community for a definition of this term.

    Member

    A member of an Cospire Community is anyone who is logged into a particular community rather then just an anonymous visitor. Depending on the KMS, a person may have to be invited to the KMS or might be able to just register in order to become a member. Members are usually given higher secuity permissions then non-members (guests) and also have personal profiles and evoscores. See Member Permissions for more information.

    Publish

    Make a KO available to any number of users besides yourself. You can create an incomplete KO that is not published because it is missing some key component (i.e. no associated category, no title, or no abstract). See Knowledge Object Wizard (KAW) for more information about which KO components are required to publish a KO.

    Revise

    Also known as editing, revising is making any change to a Knowledge Object or category including changes to text, attachments, category association, etc. See Knowledge Objects and Categories for more information on revising them.

    User

    A user is anyone who uses an Cospire Community is some way. People who do this could, depending on the security policy of the community, be members and non-members. Note that a user who is not a member cannot have a profile because such a user is anonymous to Cospire.

    Views

    Also known as "hits", visits are the number of times a user has opened or "viewed" a Knowledge Object (KO). Cospire uses views as one criteria when measuring the worth of a KO. See Profiles and Member Reputations for more information.

    Wiki

    A wiki is a web site where anyone can add content and change existing content often without even registering. Cospire allows all the features of a typical wiki and can be used as one. See Wikipedia's wiki definition for more info on wikis.