Confluence Retirement

In an effort to consolidate USGS hosted Wikis, myUSGS’ Confluence service is scheduled for retirement on January 27th, 2023. The official USGS Wiki and collaboration space is now SharePoint. Please migrate existing spaces and content to the SharePoint platform and remove it from Confluence at your earliest convenience. If you need any additional information or have any concerns about this change, please contact Thank you for your prompt attention to this matter.
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Prepared for Coordinators Meeting on November 30, 2018

Using the CDI Zoom account to host and record your meetings

The CDI has a zoom account for hosting our monthly meetings, and we make it available for CDI-related meetings.

More information is available to people on the coordinator list at the page Zoom account for screen sharing (need to log in).

If you'd like to take advantage of this, we'll set up a URL for you, and show you how to "claim host" at your meeting even if a CDI facilitator is not present.

We are not sure how long we will have this ability, it is a trial account. 

Using features in the CDI Wiki 

"Wiki" "collaboration site" and "Confluence" will all refer to

Does one have to log in to see the Collaboration Area site?

No - most sections of the wiki are completely public.

Can I make parts of the Collaboration Area public vs have other parts require a login?

Yes. Certain sections are restricted either to the cdi-users wiki group or to other subgroups set up in confluence. You can set view and edit restrictions to any of these subgroups. If you feel that any of your content should not be open to the public, you have many options for restricting access. See the "lock" icon near the title of the wiki page for hints to the accessibility of pages. 

Can I point to the Collaboration Area from an external-facing USGS website?

Technically, no.

Can users access the Collaboration Area from GFE mobile devices?

Yes, like any other public webpage or log-in webpage. 

How hard is it to create a new Collaboration Area site?

It is very easy, you simply create a new page under the Collaboration Areas parent page. CDI facilitators can help to make sure it is somewhat standardized with our current pages.

Does CDI offer any kind of support for maintaining/troubleshooting a Collaboration Area site?

CDI facilitators (Leslie, Leah, and Madison, reachable by are happy to answer questions. is the official help for Confluence - they do not have much staffing but are another option for technical questions. You can try first. 

Can the title and purpose be easily changed or the working group deleted?

The purpose of your wiki site can easily be changed. We recommend not to change the title, as it changes a URL that some people may use (as long as you know, and try to use the persistent URL instead of the one that shows in the URL bar). The page can be easily deleted. 

CDI Calendar

CDI uses a Google Calendar that is under the user  Link to the CDI Google Calendar.

Add calendar to your Google calendar view: In the google calendar search bar that says "Add a friend's calendar," add This should work with external gmail accounts too.

We display our calendar on our wiki site to variable success (sometimes the calendar does not show for unknown reasons). It is on our wiki front page and our wiki calendar page.

We also keep an "External events" calendar up. "Webinars that are of interest to the Community for Data Integration community but not run by the CDI. Link to External webinar Google Calendar

How are these calendars maintained?

Usually Leslie sees announcements from the collaboration leads and updates the calendar. Previously, we allowed edit privileges to all coordinators, but this did not turn out well since Google Calendar are a bit confusing to manage.

What if I want to manage my own calendar event?

You can! If you have your own calendar event, please share it with (put that email address on the guest list). The we will be able to add that event to our CDI calendar and when you update the event, it will automatically update in the CDI calendar. We suggest this method. 

Promoting your collaboration area on the CDI blog

We have a blog that we use to describe recent activities that happen in the CDI. This is one of the only ways how you can see all recent activity in one place. Currently Leslie usually does a monthly round-up of activities, often copying and pasting from collaboration area notes. This is not an "official" blog (no review). 

We link to these posts in our CDI emails, and sometimes tweet them.

If you have text or a topic you would like in the blog, let Leslie know 

Participating in the CDI RFP with your collaboration area (supporting a statement of interest)

Any other Q&A

Slido polling is a web-application that allows audience members to submit and upvote questions, and answer polls.

Basic use is free for less than 3 polls and if you don't export the text (you can copy and paste). You can just go to and sign up for a free account. This is what we use for our monthly CDI meetings.

You can purchase an event if you need more features - we do this for the CDI in-person workshops.

Setting up and monitoring group discussion forums

The Confluence site has a forum macro.


Bioinfo forum

Metadata Reviewers forum

CDI Community forum

We can help you set one up. You can "watch" the forum. You can set permissions so that only your sub-group can post. The default is that only cdi members can post to a forum in our wiki space, even if the public can view the forum.

List management

How would I go about inviting people to be part of the group? Will other group members be able to invite others? Can members send out email to the group or can this be managed?

    1. If you have an existing list, we can bulk add them to a wiki group that will allow you to set permissions and set out notifications. Most groups use a mix of that and a copy-paste email list.

    2. Yes, other group members can invite others. Usually we help manage the lists at, as it helps us to keep track of things and metrics.

    3. Members will be able to copy-paste the email list, or use the wiki to send a notification to the group. We have various methods for managing (each have their own pros and cons).


  1. Getting useful direction from the community, mostly we're lecturing at them
  2. Ensuring the group is getting the type of information they want/need to hear about, and stimulating discussion from the presentations.
  3. Getting people to speak up about what they want to hear about
  4. Where do you get your monthly topics from? How do you get presenters?

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