Confluence Basics 4/27/2022

Materials from the zoom training session with Esmé Cowles and Anu Vedantham

Watch the recording of the session 

• Why Confluence matters 

  • Overview of the quadrant approach

  • How accounts work at PUL - login versus public pages

  • Similar to Google Docs, more structured so easier to find and connect documents over time

• What is Confluence and what is it for?

  • https://lib-confluence.princeton.edu/ 

  • Wiki for PUL staff to collaboratively edit documents

• Tour of Confluence

  • Home Page https://lib-confluence.princeton.edu/

  • Space Directory

  • Sidebar navigation

  • Search "Confluence Best Practices"

  • https://pul-confluence.atlassian.net/wiki/display/BP/Confluence+Best+Practices 

• Examples

  • An example of using Confluence to manage group records 

  • An example of the meeting notes template

  • An example of how Confluence connects to Google Drive

• Editing

  • Tip: Don't use Firefox (a lot works, but some things do not)

  • Login (Silent Duo Push)

  • Personal Space

  • Walk through toolbar:

    • Basic formatting / Page Layout

    • Links

    • Insert Content

    • Save / Close / Revert

  • Other stuff

    • Permissions (lock at top of page)

    • Labels (tag at bottom of page)

    • Context menu (import / export / copy / move)

• Try it out - Scratch Page! 

• Formal training on Confluence:

  • Atlassian Tutorials site

  • Search for Confluence in LinkedIn Learning

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