Use this glossary to boost your understanding of terms we use and the features we talk about in the rest of this guide.
An annotation is a graphical mark paired with a message attached to a document preview (for more information, see "How can I see a document preview?" and "What are annotations?"). Different annotation tools are available for marking a document.
Table 10-1 Annotation Tool Descriptions
Use the Selection tool to grab the preview and move forward or backward through it (you can scroll, too).
Use the Pushpin tool to post an annotation to a pinpointed location.
Use the Pen tool to create a free-form mark on the text you're annotating.
Use the Highlighter tool to highlight one line of the text to annotate.
Use the Rectangle tool to draw a rectangle over the material you're annotating.
Use the Ellipse tool to draw a circle over the material you're annotating.
Closed Conversations are Conversations that are no longer open for messages (for more information, see "How do I close or end a Conversation?").
You can close any Conversation you are a member of. Closing a Conversation prevents members from posting new messages to the Conversation. You may want to do this when the Conversation is completed or when you plan to create a new Conversation from the original to improve its performance (see "How do I create a new Conversation from an existing Conversation?").
Note: You can still flag someone for follow-up on a message in a closed Conversation. And unread indicators continue to appear next to unread messages.
Collections are user-created lists of related Conversations. Use collections to group together Conversations related to a common effort, idea, event, or other common subject. Users looking for content relating to a given subject can go to a collection for easy discovery of and access to all the Conversations related to that subject. That is, users navigate to a collection and see its list of related Conversations. They can click a Conversation on the list to navigate to that Conversation. For more information, see "Why should I organize Conversations into a collection?"
A comment is a remark you add to a message or an annotation. Anywhere you see a Reply link, you can comment.
For more information, see "How do I comment on a message?"
A contact is an Oracle Social Network user you have added to your contacts list. On the People & Groups page, you can use a Contacts filter to view just your contacts.
When you follow someone, you also add them to your contacts list. You can stop following someone and still keep them as a contact; or you can remove someone as a contact and continue to follow them. For more information, see "How do I add someone to my list of contacts?"
Conversations are online discussions that can include messages, comments, documents, links, and gadgets. Conversations provide the central point of collaboration in Oracle Social Network, bringing people together from different lines of business—and even from partner businesses—to discuss, evolve, and preserve all of the exchanges leading to decisions, plans, and partnerships.
You can create private Conversations that only you can see, membership-only Conversations, One-on-One Conversations between you and just one other person, and public Conversations that everyone who is logged-in can see. You can view a Conversation in Oracle Social Network, or in its own browser window—as a standalone Conversation. You can minimize your view of a Conversation and maximize from that to a full view of the Conversation.
For more information, see the topics under "Conversations".
A digest is a collection of the most recent Oracle Social Network messages and activities sent to subscribers through email. You can subscribe to the digest through your notification preferences. For more information, see "How do I set up my notifications?"
Documents are files, like presentations, white papers, and images. Most documents are uploaded in the context of a Conversation, and shown in the body of the Conversation. Conversation members can comment on such documents and annotate them. For more information, see "How do I add a file to a Conversation?"
You can also upload documents through the Documents page and on the wall on your profile page or another person's profile page. For information about uploading documents through the Documents page, see "How do I upload a file from the Documents page?" To post a file to your wall or another person's wall, navigate to the wall you want and follow the steps described in "How do I add a file to a Conversation?"
Enterprise Social Objects (Social Objects) are records within a business application or business process—generically referred to as Systems-of-Record—that are mapped into Oracle Social Network. The state of a Social Object is usually changed—that is, moved forward or progressed—through a collaborative process, where added value comes from including the right people and expertise in the process.
For example, opportunities and sales accounts within a CRM system are mapped into Oracle Social Network as opportunities and customers. And the state of an opportunity progresses from open to won through collaboration among the opportunity, legal, business practices, partner, and customer teams.
For more information, see "What are Social Objects?"
A favorite is an item you have marked for your special notice. Anywhere you see the Add to Favorites icon, you can mark that item as a favorite.
You can view all of your favorite items by clicking the View your Favorite items icon at the top of the application.
For more information, see the topics under "Favorites".
A filter is an option for limiting the type of content that appears on a page. For example, on the Documents page, you can use the Favorites filter to see just the documents you have marked as a favorite.
Following someone enables you to post messages, documents, and references to other Oracle Social Network objects on that person's wall on their profile page and to view their recent wall activity on the Overview page. When you follow someone, you also add them to your list of contacts. You can stop following someone and still keep them as a contact; or you can remove someone as a contact and still continue to follow them.
For more information, see "How do I follow another person?"
Follow-ups provide a way to bring someone's attention to a message or a document. When you assign a follow-up, the people you assign them to are flagged in the application, and, depending on their notifications settings, they receive an email (see "How do I set up my notifications?").
For more information, see the topics listed under "Follow-Ups".
Gadgets are a type of application that can be plugged in to Oracle Social Network and published in a Conversation. Oracle Social Network for the browser comes with an Oracle Social Network Site Gadget that provides a way to share a web site in a Conversation.
Your installation may include a variety of other gadget types. For more information, see the topics under "Gadgets".
Groups organize Oracle Social Network users into a single entity. The group can then be added to a Conversation in a single step.
When a group is added to a Conversation, all of the members of the group, as well as the group name, are shown in the Conversation's membership bar of the Conversation. If members are added or removed from the group, all Conversations the group belongs to are updated to reflect the change.
For more information, see "How do I create a group?"
In a members-only Conversation, only people who are specifically added to the Conversation can see and participate in the Conversation. You can use members-only Conversations to hold discussions that are centered around a specific effort, issue, or topic and that involve only the people working in that area.
A message is content that is posted to a Conversation. Post messages using the text box in a Conversation. You can use the few formatting options available with the text box, or, to add even more formatting, open an editor by clicking the Write a message in a rich text editor button.
Note: When you copy content from a PDF file and paste it into the note editor, content formatting is retained in Internet Explorer versions 8 and 9, but formatting is not retained in other browsers.
For more information, see "How do I add a message to a Conversation?"
A One-on-One Conversation is between you and only one other person. You cannot add other people to a One-on-One. One-on-One Conversations start in a minimized view at the bottom of your screen. You can expand it from there to a full view.
Open Conversations are current Conversations that members can continue to add to (for more information, see "How do I start a Conversation?").
The Oracle Social Network Add-In for Outlook exposes a rich set of Oracle Social Network features in Microsoft Outlook. Use the Add-In to access Conversations, recent activity, follow-ups, and other Oracle Social Network items through Outlook.
The add-in for Outlook is the accessible option for Oracle Social Network. The add-in is designed to be accessible to anyone with visual or other sorts of computer-related impairments.
For more information, see the topics under "Outlook Basics".
A post is an item added to a Conversation or placed on someone's wall on his or her profile page. A post can be a message, a comment, a document, a reference, a gadget—any content that is added to a Conversation or a wall.
In a private Conversation you are the only member. You can use a private Conversation to keep notes, develop ideas, or craft information you intend to share later. Once you add a second member to the Conversation, it is no longer private; instead, it is a membership-only Conversation.
For more information, see "What types of Conversations can I have?"
A profile is a person's personal identity in Oracle Social Network. Profiles let people share information about themselves, including their contact information and messages posted to their walls.
For more information, see the topics under "Profiles".
A public Conversation is a Conversation that anyone can view. Users must join a public Conversation before they can post messages to it.
For more information, see "What types of Conversations can I have?"
In a Conversation, referring collections is a list of all of the collections that include the current Conversation on their lists of related Conversations. Click a collection on the list to navigate to it. On this list, you see only the collections you have access to.
Referring items reflect relationships between two items. For example, Customer Acme has referring items that are Opportunities. Each of those Opportunities has a referring item that is the Acme Customer.
Related Conversations are Conversations that share a common focus, such as a common subject, project, or Social Object (such as a CRM system's sales accounts and opportunities). Related Conversations are listed under a heading of the same name in the detailed views of collections and Social Objects. Related Conversations make it easy to access all Conversations related to the item on view.
For more information, see "How can I relate an existing Conversation to a Social Object?", "How can I relate a new Conversation to a Social Object?", and "Why should I organize Conversations into a collection?"
A scoped Conversation is a Conversation created under a scoping Social Object that has a defined membership: the scope. Scoped Conversations can include only those members defined for the scope. Such Conversations can have a membership that includes all members of the scope or a subset of that membership.
For more information, see "How do I create a scoped Conversation?"
A scoping Social Object is an object created in an integrated system of record (like your HCM system), assigned a specific membership—the scope—and exposed in Oracle Social Network applications.
Conversations created under a scoping Social Object are called scoped Conversations. For more information, see "How do I create a scoped Conversation?"
The Social Bar is a browser instance-only feature that appears on every page of Oracle Social Network for web browsers. The Social Bar appears on the right side of your browser window and includes three sections:
Recent Activity—The most recent actions of the people you follow
Trending—The Conversations that have the most people present in them at the moment
Contacts—Your list of contacts
Tip: If your browser window is not wide enough to include a full view of the Social Bar, it appears in collapsed form at the bottom right of your browser. Click its banner to expand it. Click its banner again to collapse it.
The standalone Conversation is a browser instance-only feature that enables you to open Conversations and Social Objects on a new tab or in a new browser window, outside the context of the other Oracle Social Network features. Using standalone Conversations, you can link other applications to Conversations and Social Objects without linking to the full application.
Any Conversation or Social Object can be a standalone Conversation. For more information, see "How do I open a standalone view of a Conversation?"
A business application or object that is the source of a Social Object, such as a customer or an opportunity. A system of record might be your CRM or HCM system and can be any other business application or object that provides a Social Object.