Contacts / Connections
Communities / Discussions
Library / Resources
General | Top
Q: What is my username/password?
A: Your login credentials are the same username and password that you use to log in to the main site. If you have forgotten your login credentials or need assistance with your login information, please click here
Q: How do I update my contact details, picture and other profile information?
A: On your profile page:
- To edit Contact Details, select the pencil icon next to “Contact Details.”
- To add or change your picture, either:
- Select Actions > Upload / Change Picture below the picture area to upload from your device. If your organization limits your ability to upload from its network, do the upload from your personal computer. OR
- Use the Import From LinkedIn tool at the bottom of the page.
- To add or edit Social Links, select Actions under “Social Links” and then select the desired link. To edit (or remove) a link, then edit (or delete) the URL and click Save.
- To add or edit Bio, either:
- Select the pencil icon next to “Bio," then type or paste your info. OR
- Use the Import From LinkedIn tool at the bottom of the page.
- To add or edit Education, select Add next to “Education" or, to edit, select the pencil icon next to next to what you want to edit.
- To add or edit Job History, either:
- Select Add next to "Job History," or to edit select the pencil icon next to what you want to edit. OR
- Use the Import From LinkedIn tool at the bottom of the page.
Q: How do I control what information is visible in My Profile?
A: Please navigate to your profile page, then select the "My Account" tab and choose "Privacy Settings" from the drop-down menu. This will let you control what information is visible to whom. After you’ve made changes, click the “Save Changes” button at the bottom of the page.
Contacts / Connections | Top
Q: How do I find other members?
A: Click the "Directory” link found in the main navigation bar. The Directory lets you search for other users based on:
- First and/or last name
- Company/Institution name
- Email address
Switch to the “Advanced Search” tab to refine your search results or to search based on:
- Member Type
- Local PD Group
- Other options
Q: How do I add contacts to my contact list?
A: There are several ways to add contacts. When you perform a search in the Directory, you will see an “Add as contact” button to the right of each person in your search results. Just click this button to send a contact request. If you click through and view an individual’s profile, you can click the contact request link to the right of his or her profile picture.
Q: Why should I add contacts to my contact list?
A: Creating this virtual address book makes it easy to send your contacts messages through the community site to stay in touch, ask questions or even build a referral network. Additionally, when you view another member’s profile, you’ll be able to see any contacts you have in common. You can also choose to let your contacts view certain demographics in your profile that others can't.
Communities / Discussions | Top
Q: What are communities?
A: Communities allow you to participate in discussions and share resources with other members.
Q: What communities do I already belong to?
A: Go to “Communities” in the main navigation bar. Select “My Communities” to view the communities you currently belong to.
Q: How do I join/subscribe to a community and the affiliated discussion group?
A: Please contact PDC Headquarters at firstname.lastname@example.org
- or through the "Contact Us" at the top left of the PDC Connect homepage - if there is a group you would like to join.
Q: How can I control the frequency and format of emails I receive?
A: Navigate to your profile and click on the "My Account" tab. Choose "Community Notifications" from the drop-down menu, and scroll down to the Notification Settings section.
For each community, click the drop-down symbol under "Discussion Email" to see the delivery options:
- Real Time: sends an email every time a new message is posted or a response is submitted to that community.
- Daily Digest: sends one email to you each day listing all of the posts and responses from the previous day for that community.
- No Email: allows you to be part of the group without having emails sent to you. You can still post and read others’ messages by logging into the community site.
The right two columns provide options for a Consolidated Digest — a single email that lists all new discussion posts and responses for all the communities you select (e.g., Open Forum + your Local Group + your Committee, if any).
- If you want a Consolidated Digest (daily or weekly or both) in place of — or in addition to — your Discussion Email notifications, click the desired empty squares to select it.
- If you select Consolidated Weekly Digest, it will be sent on the day of the week that is indicated in the section titled “Weekly Consolidated Community Digest” in the “Community Notifications” section of the page. If you want to change that day, click the day that is currently displayed and then select the day you desire.
Q: How do I leave a community or unsubscribe from a discussion?
A: Go to your profile and click on the "My Account" tab. Choose "Community Notifications" from the drop-down menu. Here, you will see a list of available communities and those to which you’ve subscribed. Select "Leave Community” under the Actions column for the discussions you wish to leave.
Q: How do discussion posts in the Open Forum compare to email posts in the old Listserv??
A: Open Forum
brings these benefits -- and more -- while retaining the core, open-sharing concept of the Listserv:
1. Even easier
to create a new discussion post and ask for other members’ help.
2. More responses
-- Members can respond to a post any time, not just within the few days after posting in the Listserv.
3. Responses to responses
-- Open Forum
is essentially an ongoing PDC-wide conversation on the posted question. Members can respond not only to the
original question but also to the responses of other members.
4. Viewing responses on your schedule
-- Responses are posted in PDC Connect immediately, so there’s no more having to wait weeks or longer for the
originating member to compile and share a summary of the responses.
5. Handy browse page
-- The Discussion Posts page in Open Forum
provides a handy way to scroll through all posts at your own pace.
6. Fully searchable
-- PDC Connect’s search tool searches the Subject and the text of the discussion post.
7. Flexibility for your email In box
-- You get to decide how often you want PDC Connect to email you notifications of discussion posts and responses, and you
can post your response to PDC Connect directly from the email. Choose from several email notification options; see How can I control
Old Way (Listserv)
New Way (Open Forum)
Member posts a request
Posting is done in email.
Other members get it “real time” in their email In box.
Posting is done in PDC Connect.
Each member gets to decide on email notification frequency.
Other members post responses
Responses go to the posting member by email and are shared with members only if that member compiles them and emails a summary.
Each response is visible to all members in PDC Connect as soon as it is posted, and members can view them in PDC Connect any time.
Members have options as to how often they get email notifications of discussion posts and responses -- see above*.
Member wants to find prior posts and responses on a certain topic over the last three years
Members have to search their own email records. In many cases, responses are not findable because the posting member never shared a summary of them.
Members can easily browse a PDC Connect listing of all discussion posts any time.
Members can also use the handy PDC Connect search tool to search all discussion posts and responses any time.
Member wants to contribute a response to a post several weeks or months later
No real mechanism for this.
Members can add a response to any post at any time, including weeks or months later.
Q: How do I respond to others’ posts?
A: To respond to a discussion post, please navigate to the discussion post and click “Reply Inline” (or click "Reply to Discussion" in the drop-down) to send your message to the entire community. To send a message to only the author of the post, please select “Reply to Sender” (located in the "Reply Inline" drop-down). From notification emails, select "Reply to Group" or "Reply to Group Inline" to reply to the entire community, or select "Reply to Sender" to reply just to the sender. We recommend replying to the sender for simple comments like “me, too” that add little value to the overall discussion; and replying to the entire community when you are sharing knowledge, experience or resources that others could benefit from.
Q: How do I start a new discussion thread?
A: You can post a message to any of the communities you belong to -- Open Forum (for all members), your Local Group and any PDC committees you're on. To start , select “Post a Message” from the "Discussions" menu or from "Discussions>Discussion Posts." Alternatively, from a community's Discussions page, select "Post New Message." From an email (HTML version) for a particular discussion forum, you can use the “Post New Message” link located at the top of the discussion email.
Q: If I start a new discussion, do I need to post a summary of the responses at some point like with the old Listserv?
A: No, though there is no "rule" against doing so.
Q: I’m having trouble viewing the HTML email messages. How do I fix this?
A: If images are not appearing, it is likely that your email client is set to suppress images. This should be something you can change in your security or viewing options. If you would rather receive text-based email, go to your profile page and click on the "My Account" tab. Choose "Community Notifications" from the drop-down menu. Select the “Plain Text” format option for each of the discussions you are subscribed to.
Q: Can I search for posts across all the communities?
A: Yes, please enter a keyword in the search bar located in the main navigation. To refine your search results, please select "Show Advanced Search".
Q: How do I see a listing of all of the posts to a specific Community?
A: Locate the community you are interested in viewing from the appropriate communities page. Click through the community's landing page, then click on the “Discussions” tab. If you see a post you’re interested in, click the subject line which will take you to the entire thread. “Show Original Message” at the bottom of all of the posts in a thread will display the original message that started that discussion.
Libraries | Top
Q: How do I find resources that may have been uploaded by other members?
A: If you know which library the resource might be located in, find the affiliated community via the All Communities page. Click through the community's landing page, then click on the “Library” tab . If you do not know where the resource might be, enter search terms in the main search box the same way you might enter search terms into Google or another search engine.
Q: Can I search for specific file types?
A: Yes. Enter your desired keyword in the main search box. From the search results page, click "Show Advanced Search." Then click on “Search for Specific File Types.” This gives you the option to specify file type: Document, Image, Spreadsheet, etc.
Q: How do the libraries get populated?
A: The libraries are populated in two ways:
1. When you include an attachment in a discussion post, the system automatically places it in the affiliated library.
2. You can also upload documents directly to a library by using the “Share a File” link found under “Resources” in the main navigation or "Create New Library Entry" button on any community's library page. Library resources are not required to be associated with a discussion thread.
Q: How do I upload a file?
A: Select the “Share a File” link found under “Resources” in the main navigation or "Create New Library Entry" on any community landing page. Please note that uploading a document is accomplished by completing a few steps, and each step must be completed before you can move on to the next:
- Choose a title for your document, and include a description (optional). Select the library to which you’d like to upload it, and select a folder to which you’d like to upload it (optional). Then, choose an Entry Type (most will be Standard Files, but be cognizant of any copyright licensed material). Once you have completed these steps, please click “Next.”
- Upload your file.
- Select “Next” if you want to further describe your files and/or add tags to your file. Otherwise, please click “Finish” to post your library entry.
Q: What kind of files can I upload?
A: The system supports dozens of file types including hyperlinks, standard files (Word, Excel, PowerPoint), webinars, images and YouTube videos.
Q: What are the “tags” for?
A: Tags are great way to organize and categorize content on your site. Tags can be applied to blogs, library entries, events, and glossary terms. Tagged items are prioritized in the search results.