SITE PLAN: EARTHCUBE.ORG & WORKSPACE PLATFORM

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SITE PLAN: EARTHCUBE.ORG & October 23, 2013 Site Plan: EarthCube.org & Workspace Platform TABLE OF CONTENTS Site Plan: EarthCube.org & Workspace Platform EXECUTIVE SUMMARY As part of the EarthCube Test Enterprise Governance (ECTEG) award, a new EarthCube.org informational website and workspace subdomain is being developed The EarthCube.org workspace (http://workspace.earthcube.org), which is separate from, but linked to the informational EarthCube.org site, is the project development and group interaction component of the web environment The site is being developed to meet EarthCube’s goal of providing community-driven cyberinfrastructure to facilitate scientific research Providing a workspace to project participants and interested members of the public accomplishes three goals: 1) provides a location for EarthCube funded projects as well as special interest groups to form a knowledge hub where they can conduct their activities; 2) provides a conduit for transparency in project development and reporting; and 3) enables an integrated site experience for both group (workspace) and public participation The general requirements for this site plan were developed under NSF Award 1256235, PI G Pearthree, and document author E Robinson in the spring of 2013 Analysis of the existing EarthCube.Ning.com site analytics and a two-week-long public web assets survey (anonymous survey participants through Survey Monkey) provided additional insights on functionality and user priorities The general values associated with the development of this site include: 1) a focus on transparency, 2) enabling collaboration, 3) simple navigation, 4) clear and consistent messaging strategy for new community members, and 5) a central web-based hub for the EarthCube community This document supports the development decisions regarding site requirements, content management system selection, site structure, platform functionality, and overarching messaging strategy The resulting site will provide single sign-on authentication, a variety of project development tools including a calendar, events descriptions, WebEx support, document editing and management, and consistent messaging between the public site and workspace site BACKGROUND: PROCESS FOR DETERMINING INITIAL SITE REQUIREMENTS As a community led, nationwide effort, EarthCube must have a dynamic and functional website and platform for facilitating virtual communications Influencing each of the decision-making processes is the overarching goal of EarthCube: to provide community driven cyberinfrastructure to facilitate scientific research To enable this vision, the revised EarthCube.org required three general functions: Create a location for currently funded EarthCube related projects – as well as special interest groups – to form a knowledge hub where these groups can conduct project activities Provide a conduit for transparency in EarthCube project development and reporting Enable an integrated site experience for both groups (workspace) and the general public Since the new site requires both a functional workspace for participants in EarthCube and an informational component to attract future participation or general knowledge gathering, requirements for both sites have been established Initial functionality of the EarthCube workspace site was determined by several means These include a Web Asset Requirements Document (Appendix 1) as a first-glance requirement through the EarthCube Governance Framework Project, an EarthCube Online Platform Survey (Appendix 2), identification of content to be migrated from the EarthCube Ning site, discussions with the ECTEG Community Engagement Team (led by Erin Robinson [Foundation for Earth Science], accompanied by David Arctur [University of Texas at Austin] and Steve Diggs [Scripps Institution of Oceanography]), discussions with the ECTEG Operational Management Group (a fourmember ECTEG advisory group), discussions with our in-house web development team (based at the Arizona Geological Survey), Google Analytics on the EarthCube.Ning.com site, and input from other EarthCube awards (Research Coordination Networks, Building Blocks, and Conceptual Designs Teams) regarding their immediate need for a broad suite of services for communication and collaboration to carry out their work WEB ASSET REQUIREMENTS DOCUMENT The Web Asset Requirements document was compiled by Erin Robinson (Foundation for Earth Science) in April 2013 as part of her work on the Engaging the EarthCube Community to Inform EarthCube Governance award (NSF Award 1256235) This document identifies key web platform requirements for EarthCube, based on feedback from EarthCube end-user workshop participants, and from published research on best practices in collaborative work spaces and virtual community engagement mechanisms Key findings are that the EarthCube.org workspace should be a set of web services, or platform, to “connect distributed groups easily and non-intrusively and allow them to share and obtain information The most critical requirements are the first core services that create a minimal framework drawing the community in, but not over-specify the system As the platform evolves with use and development, services will continue to emerge… the platform will become ‘stickier’ or more useful and the whole community will move toward more and deeper innovation.”1 Thus, Robinson argues that the EarthCube.org workspace should be: The community hub for digital, dynamic content that is frequently updated A space that provides two-way communication between project participants (content creators and users) An open space – both in terms of transparency as well as inclusiveness to project participants Robinson, Erin, 2013, “EarthCube Web Asset Requirements Document,” unpublished Searchable – a crucial component to help people easily find content within the platform Potential characteristics and components brought forward by Robinson for the EarthCube workspace include: 10 11 12 13 14 15 16 17 18 Low barrier to account creation by project participants News/Community highlights Mechanism to collect contact information Clear EarthCube message and key documents Notification mechanisms (RSS, email) Discover, reuse, remix resources Mobile accessible Analytics Shared calendar to publish events Collaborative writing for event documentation – synchronous, asynchronous Collaborative Group Coordination Click to start a new sub-group with core services Email integration (Forum/Listserv) Collaborative writing – synchronous, asynchronous User profiles that identify group members, expertise Share resources – documents, data, videos, photos, presentations Polling/Survey capabilities Privacy settings3 Stakeholders identified by Robinson, and carried over to this requirements and specifications document, include: • Domain Scientist Users – individuals in the field who will benefit from the evolving cyberinfrastructure • Computer Science and Information Technologists – individuals specializing and interested in the development of distributed, collaborative, and effective human systems integration • Trainer – individuals responsible for training associated with the dynamic needs of the stakeholders • Early Adopters – individuals that formulate approaches and coordination of cross-system testing activities5 • Funders – existing NSF Program Officers that support the development and implementation of the infrastructures as well as future funders, including the private sector, other federal agencies, and foundations • Evaluators – individuals observing the system performance and providing mechanisms for feedback, reflection, and evolution of the system EARTHCUBE ONLINE PLATFORM SURVEY ibid Ibid This document identifies “Trainers” in the “Community Manager” and Engagement functions This document identifies “Early Adopters” as the EarthCube Portfolio The second component in determining initial EarthCube.org workspace functionality, the EarthCube Online Platform Survey, was conducted between September 23 and October 10, 2013 and had 84 respondents from within the EarthCube community – 1,800 – or approximately 4.6% response rate The survey consisted of 15 questions and was designed to assess utility of the earthcube.ning.com site and invite feedback on potential features to be included in a new EarthCube online workspace The results of the survey (see Appendix 2) demonstrated that users value the following components for a new EarthCube workspace: ● ● ● ● ● ● Improved, shareable calendar function Clean design and navigation Central document repository with metadata catalog Meeting facilitation (event registration, access to a Webex account) Promotion of shared document editing The desire to access the website via a laptop or computer system rather than a mobile device FUNCTIONALITY AND CONTENT FROM THE EARTHCUBE NING SITE Due to the quick spin-up time for EarthCube prior to the first Charrette, a pre-existing web platform was required that would allow participants to follow ongoing activities and communicate as a community or distinct groups The Ning platform was selected as it provided the ability to host forums, share photos, list events, create a large number of Groups, have customizable member profiles, and provide for common social networking connectivity (e.g Facebook, Twitter, YouTube, etc.) While Ning does provide a set of features seemingly complimentary to the requirements outlined in this document, the limited structural editing capabilities, minimal repository capabilities, and proprietary nature of the source code (which therefore requires monthly maintenance fees) does not encourage long-term use of the proprietary site Thus, functionality that is currently appreciated by the community – the groups and profile functions – will be expanded upon on the new platform INPUT FROM ECTEG TEAMS As part of the Secretariat, or the primary operations hub of the EarthCube Test Enterprise Governance project, a collection of sites were suggested for review and inclusion of key functionality These included: Earth System COG – a web environment that enables users to create project workspaces, connect projects into networks, share and consolidate information with those networks, and seamlessly link to tools for data archival, reformatting and search, data visualization, and metadata collection and display Functionality such as project metadata and project workspaces are requirements of the EarthCube.org site EarthCube Member Connections – an EarthCube Concept Award, the Member Connections site acts as a research coordinator for EarthCube members The “Facebook for Researchers” is designed to help researchers identify potential collaborators from their field, complimentary fields, or early career or post-doctoral fellows Integration of the Member Connections site with the EarthCube.org member profile is a requirement of the new site Basecamp – a web-based platform for project management, task tracking, and organizing teams, this site was suggested due to its capability to coordinate among a distributed team While the functionality is an asset, the proprietary nature, closed source code, and maintenance costs provide many of the same unfavorable characteristics of the Ning site INPUT FROM OTHER EARTHCUBE AWARDS To ensure that the new workspace is functional for the EarthCube Awards (also referred to as the other funded projects), we specifically conducted outreach to the other awardees for feedback on their specific needs This included requests for participation in the Online Platform Survey, one-on-one conversations with the award PIs, and email communications with the award PIs GOOGLE ANALYTICS ON EARTHCUBE NING SITE Google Analytics were instituted on the Ning site since early 2012 Findings from the analytics show that pages highlighting activities and events are the most popular pages on the existing Ning site In addition, the Analytics showed that a high number of users found or accessed the Ning site via the Twitter feed Finally, Analytics indicated that a higher number of users were accessing the site using the Safari browser than either Firefox or Internet Explorer While most Drupal development is browser neutral, the knowledge that Safari is such a high percentage of our user group requires us to ensure testing in the four major internet browsers PLATFORM SELECTION Based on the initial web functionality requirements detailed above, we selected Drupal as the content management system and web development tool for the EarthCube.org informational site and workspace Drupal is a robust user-driven community, currently functioning in its th version with numerous high-profile users, such as WhiteHouse.gov, The Economist, and The Examiner, and thus maintains the spirit of collaborative work and sharing, as Drupal is free and open source Due to our tight time constraints (approximately 1.5 months for requirements gathering and building), we reviewed a series of Drupal Installations, including Drupal’s Open Atrium and Drupal Commons (both for Drupal 7), which are pre-configured themes and modules for feature-rich websites and are developed specifically to foster group collaboration environments The Installations are configurable for future development and thus provide a robust starting point from which to begin our initial EarthCube.org workspace development Because we have additional project management requirements for the EarthCube Test Enterprise Governance award (discussed on page 9), we selected Open Atrium as the preferred Installation The following Open Atrium features influenced our decision to go with that platform: ● ● ● ● Open Atrium includes critical out-of-the-box features required by the EarthCube community, including calendars and group workspaces, thereby maximizing our time and labor resources Simpler navigation of hierarchical spaces than Drupal Commons Cleaner User Interface than Drupal Commons More robust external development community than Drupal Commons, meaning that it will be easier to troubleshoot and there will be easier access to information about capabilities and features than Drupal Commons SITE STRUCTURE Using the stakeholder communities identified by Robinson and outlined in the Background section of this document, we further refined users to: Community Engagement and Project Administrators – individuals responsible for conducting community engagement activities which will require them to have additional rights and privileges on the site Community Members of the EarthCube Awards – individuals that have project and development functions specifically for EarthCube (are members of the EarthCube awards) Community Members from the Public – individuals interested in tracking the progress of EarthCube and participating in one of the existing groups, or creating a special interest group Funders – individuals associated with existing and future funding opportunities Evaluators – individuals associated with providing the feedback mechanisms for Governance and Community Engagement General Public – individuals simply interested in learning about EarthCube in its current state Each of these user groups will have access to the informational site at EarthCube.org In addition, users in groups 1-5 will have access to the workspace at workspace.EarthCube.org ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● Users will connect with each other via working group spaces in the general workspace The structure of these online group spaces is designed to mimic the structure of the groups actively carrying out work on the EarthCube project As such, the online groups will fall into these categories, at least initially: Test Enterprise Governance Secretariat Evaluation Team IT Team Operations Center Operational Management Group Community Engagement Team Assembly Development Team Assembly Groups Advisory Committee RCNs C4P: Collaboration and CI Earth-centered Communication for CI Sediment Experimentalist Network (SEN) Building Blocks Deploying Web Services across Multiple Domains Cognitive Computer Infrastructure Integrating Discrete and Continuous Data A Broker Framework for Next-gen Geoscience Earth System Bridge CINERGI Software Stewardship for the Geosciences ODSIP Collaborative research: Leveraging Semantics and Crowdsourcing Conceptual Designs Enterprise architecture for research and collaboration Data-oriented human-centric enterprise architecture Interest Groups (Miscellaneous organic groups) FIGURE : DEMONSTRATES THE DISTINCTION BETWEEN SPACES, SUBSPACES, AND GROUPS IN DRUPAL OPEN ATRIUM The End Users and Developers categories will initially consist of migrating groups that are still active on the Ning site (active in the past six months) but are not part of a currently funded EarthCube award Users will also have the ability to request and create groups as needs arise Workspaces are designed to provide groups the ability to have a working site which then pushes drafts or completed documents, specifications, requests for participation, or calendar events to the public Transparency of the projects is key; however, we also recognize that products in development may require some sensitivity to minimize misinterpretation during the development phase; thus the need for semi-private workspaces WEB PLATFORM FUNCTIONALITY This section details the specific website functions identified for and by our stakeholder community LOGIN CAPABILITIES A frustration of individuals using the web for information access is the requirement of a different username and password to access information on different websites Thus, to simplify user login, minimize password fatigue, and minimize the need for help-desk situations for password/username updates, we are implementing a Single Sign-On (SSO) capability on the Workspace site This means that users with an existing account at one of the popular user accounts such as Google, Yahoo, Facebook, etc can use that sign-on to access their profile on the EarthCube.org site In addition, to maximize user participation in the existing Member Connections site, we are implementing a data feed that will directly populate the Member Connections profile of those with EarthCube profiles; thus minimizing the need to update multiple profiles USER PROFILES A critical component to the Ning site and also the new EarthCube.org site is the ability to have “participants” or user profiles The users include EarthCube stakeholders, project teams, potential end-users, broad science communities, and general interested participants As discussed above, to improve simplicity, a SSO is in place for the EarthCube.org site EarthCube.org is fortunate to have more than 1,800 user profiles accessible through the existing Ning site and subsequent Member Connections application Our goal is to minimize the existing EarthCube community’s need to recreate or repopulate their profile Returning users will be required to create a new login as we not have the capability of transferring usernames and passwords; however, their profile should import seamlessly to the new site ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● New EarthCube users signing up for an account will see the following fields (* = Required) This same information will automatically populate a corresponding Member Connections profile Name* Email* Country Primary Affiliation* Secondary Affiliation (currently “department” on Member Connections) Type of Affiliation (e.g Federal Government, Research Center or Institute, Private Sector, etc.) Primary Domain* (One selection Parent menu: Atmospheric and GeoSpace Science, Solid Earth Sciences, Oceanography, Biology, Cyber/Computer Sciences, and Other Each of the parent menu options hosts a variety of child menu options Examples of child menu options for Solid Earth Sciences: Geochemistry, Geology [land], Geology [marine], Geochronology, Geomorphology, etc.) Secondary Domain (Multiple-selection capabilities Parent/Child menu options are the same as for Primary Domain) About/Research Interests (fillable text box) Academic/research link (homepage or blog) Photo (photo URL) Professional Society Membership (new) (auto-fill text box) Github link (new) LinkedIn Profile Page link (new) Blog link (new) Other URL (new) Open Researcher and Contributor ID (ORCID, for use to promote further linking of researchers and publications) Specialty Groups (workshop organizers and participants) USER PERMISSIONS ● ● ● ● ▪ ▪ ▪ ▪ ▪ Users will have different permissions on the site based on their role in the project These permissions will fall into three categories: Administrators, general users, and observers Permissions will be divided as follows: Administrators: (Corresponding to stakeholder groups and 2) Master admins (Site Developers) Admins (ECTEG Web Assets & Community Engagement Leads) Group admins (Administrators for the EarthCube Awards groups and special interest groups) Can accept members, appoint other admins, choose group workspace functions, and manage content Group Administrator assignments: Organic groups: group creator is default admin NSF Funded groups (other than Governance): PI is default admin Assembly Groups: Advisory Council members are default admins Q12 Appendix 2: EarthCube Online Platform Survey 45 Q13 Q13: Comments • How about a map of EarthCube? This might be the higher-order organization/entry that I mentioned in a previous question • Geochemistry, mineralogy, please • not sure about the content but I would suggest a video for this it will be more engagement to a larger audience I feel that a text narrative 10/9/2013 2:32 PM 10/8/2013 4:03 PM 10/7/2013 8:23 AM • Slightly off topic, but I think the EarthCube logo could be revamped the small images on the the cube are difficult to see and just plain confusing 10/5/2013 8:22 PM • VHub seems like a good example repository to link to already fairly well developed, with education-related material, etc • examples/use cases • The last thing the world needs is another webpage that on which it is impossible to find anything useful • Explain the degree to which EarthCube is expected to provide useful, practical information to non-academics • Yes • clickable/expandable graph showing connections between EC project • How new researchers can become engaged into the community and apply for new research opportunities • Basic introductions to the field that include connections to topics the every day person might find applicable to their lives 10/4/2013 2:36 PM 9/29/2013 12:24 PM 9/26/2013 5:23 PM 9/26/2013 11:48 AM 9/25/2013 6:09 PM 9/25/2013 12:44 PM 9/25/2013 6:25 AM 9/24/2013 7:24 PM Appendix 2: EarthCube Online Platform Survey 46 • I am not sure what "public-facing" means If it really means the public, then a cartoon strip that uses simple English would be best • Data meta-directory Research Problems meta-directory • My advice - keep the home page simple Make it clear who to contact with questions, make it clear how to navigate to your chosen area, and customize the homepage to users - if they are specific groups, be sure to summarize activity from those groups on the user's home page if they are logged in 9/24/2013 11:43 AM 9/24/2013 11:41 AM 9/24/2013 9:12 AM • Applications to K12 Education • No As simple and elegant as possible • A better video with examples and ideas of what we could create together A map or visual diagram with links to areas where people can help or share resources 9/24/2013 8:07 AM 9/23/2013 11:06 PM 9/23/2013 6:30 PM • I think a great design with the basics would be great • a very good introduction • Need to say what EarthCube is and what its purpose is and who is involved Also how people or groups or companies can get involved • Explain the main goals and the big picture effort without all the jargon • Link to my home page • Community highlights, new presence on News media, Contents from social media sites, opportunities • Share examples of success stories; FAQs; some history section; • Links to SIGs • Like the way things are already structure with how Ning site presents intro content Copy that over? • A down-to-Earth explanation of what EarthCube is; 2) A status and timeline for EarthCube • simple is better 9/23/2013 6:19 PM 9/23/2013 4:45 PM 9/23/2013 3:23 PM 9/23/2013 3:15 PM 9/23/2013 3:10 PM 9/23/2013 1:00 PM 9/23/2013 12:49 PM 9/23/2013 12:44 PM 9/23/2013 12:44 PM 9/23/2013 12:34 PM 9/23/2013 12:23 PM Appendix 2: EarthCube Online Platform Survey 47 Q14 Q14: Comments • "Good" = useful: fetchclimate • No That's why we need a better EarthCube • GSA Connected Communities • UNAVCO • Google Earth is starting to look like a 3-d gaming world such as the massive multiplayer online role playing game Everquest was in the 90's Only if we could insert some data into a 3-dimensional earth model like that then convince google to make it more of a public asset 9/24/2013 11:41 AM 9/24/2013 9:12 AM 9/24/2013 7:44 AM 9/24/2013 4:46 AM 9/23/2013 6:30 PM • SciDev.Net although the newer version of their web page is less useful than the version from a year ago (and the 10 years prior to that) • gsa, www.geology.com etc • 9/23/2013 4:45 PM 9/23/2013 1:16 PM http://www-03.ibm.com/ibm/university/academic/pub/page/academic_initiative 9/23/2013 1:00 PM • No • IEDA of Lamont • AGU • marineexplore 9/23/2013 12:44 PM 9/23/2013 12:44 PM 9/23/2013 12:34 PM 9/23/2013 12:23 PM Appendix 2: EarthCube Online Platform Survey 48 Q15 Q15: Comments • Highlight how the common geoscientist actually benefits from this initiative, as the money probably is better used in former core programs 10/8/2013 7:07 PM • a photographers corner • A Q&A system ala StackExchange would be good • Social media sites (facebook, ning, etc) are not allowed to be accessed from my govt computer at Dept of Energy site I have to go through a special login to access your website Please make sure the new website's content category is not Social Networking This is the message that I get when accessing anything on ning: "Your request was denied because of its content categorization: 'Social Networking'." 10/8/2013 4:04 PM 10/7/2013 8:24 AM 9/27/2013 1:05 PM • Geoscience value added Much of the questions here have been about capability that is available already through general social media What is the added value for Geoscience - Access to Geoscience data - Discovery of Geoscience data - Geoscience related modeling capability - Interoperability with other systems, recognizing that users will not only use one system but will operate across many systems to get their work done 9/27/2013 7:06 AM • "stuff" isn't going to it Substantive CONTENT that matters and that is interesting is where it is at • Identify non-academic application areas (if any) that EarthCube supports And if there are any, stand up forums and other resources suitable for practical interests, to help connect practitioners who are trying to solve real-world problems 9/26/2013 5:23 PM 9/26/2013 11:52 AM • A multi-faceted graph search using semantics and underlying ontologies for connectivity exploration • A list of the collective research needs of the EarthCube community • A cartoon strip (see my answer to 13) would clarify the purpose of EarthCube to me, too • Service-based data access Encourage/incentivize rapid data publication: Anti-embargo 9/25/2013 6:12 PM 9/25/2013 6:26 AM 9/24/2013 11:47 AM Appendix 2: EarthCube Online Platform Survey 49 9/24/2013 11:42 AM • The ability to create private and public sections for projects or groups • Keep it simple! • A feature where you can hand someone an IOU for a beer, glass of wine, or cocktail • a list of funding opportunities and list of awards that have been made that are EarthCube specific or relevant and the contact information of the PIs 9/24/2013 9:13 AM 9/24/2013 12:03 AM 9/23/2013 6:32 PM 9/23/2013 3:24 PM • more content push I don't often have time to visit the site to see what is new I would like to subscribe to feeds on my topics of interest • a robot that will write my papers for me and a personal assistant sorry for the joke • keep it simple: i want to locate people and docs; I will collaborate in other spaces • news jobs announcements • NA • Page for posting job positions (REU, grad students, Postdoc, faculty) • Cannot think of any • I am discouraged to see this attention on social media without first developing EarthCube's core functionality that will allow people to collaborate Source code control, data archiving, etc I realize social networking is sexy, but that's hardly the place where there is a lack of alternatives Our group joined EarthCube (RASM) some time ago We have not used the site at all, because all the basic functionality for doing science is lacking Disappointing 9/23/2013 3:16 PM 9/23/2013 1:41 PM 9/23/2013 1:39 PM 9/23/2013 1:16 PM 9/23/2013 1:01 PM 9/23/2013 12:50 PM 9/23/2013 12:44 PM 9/23/2013 12:28 PM • no 9/23/2013 12:24 PM Appendix 2: EarthCube Online Platform Survey 50 APPENDIX 3: EARTHCUBE WORKSPACE USE CASES USE CASE #1: NING MEMBER INITIAL WORKSPACE LOGIN • Description: An EarthCube.ning.com member logs into the EarthCube workspace for the first time • Participation Level: Individual • Task Complexity: Low • Primary Actor: Ning Member (NM) • Goal: Log into the site, choose a new password, and complete profile information USE CASE #2: NEW USER JOINS THE WORKSPACE • Description: A new user signs up to become a member of the EarthCube workspace • Participation Level: Individual • Task Complexity: Low • Primary Actor: New User (NU) • Secondary Actors: Site Admin (SA) • Goal: Become a member of the EarthCube workspace and create a profile Appendix 3: EarthCube Workspace Use Cases 51 USE CASE #3: EARTHCUBE MEMBER JOINS A GROUP • Description: An EarthCube Member joins a group and requests admin rights • Participation Level: Individual • Task Complexity: Low • Primary Actor: EarthCube Member (EM) • Secondary Actors: Group Admin (GA) • Goal: Join the Prototype Activities group and ask the group admin to share admin rights USE CASE #4: GROUP ADMIN MANAGES GROUP MEMBERSHIP • Description: A group admin adds new space members, responds to membership requests, and adds additional admins • Participation Level: Group • Task Complexity: Average • Primary Actor: Group Admin (GA) • Secondary Actors: EarthCube Member (EM), Group Member (GM) Appendix 3: EarthCube Workspace Use Cases 52 • Goal: Add and accept new group members and admins USE CASE #5: CONTACTING OTHER EARTHCUBE MEMBERS • Description: An EarthCube Member uses the contact list to email another member • Participation Level: Individual • Task Complexity: Low • Primary Actor: EarthCube Member (EM) • Secondary Actors: Recipient (RP) • Goal: Send a message to another EarthCube Member USE CASE #6: EARTHCUBE MEMBER STARTS NEW INTEREST GROUP • Description: An EarthCube Member starts an interest group and learns how to customize the new space • Participation Level: Individual • Task Complexity: High • Primary Actor: Interest Group Leader (IGL) • Secondary Actors: Site Admin (SA) • Goal: Create a new group workspace Appendix 3: EarthCube Workspace Use Cases 53 USE CASE #7: FINDING COLLEAGUES WITH MEMBER CONNECTIONS • Description: A new member checks Member Connections to see which of her colleagues are involved in EarthCube • Participation Level: Individual • Task Complexity: Low • Primary Actor: EarthCube Member (EM) • Secondary Actors: NCAR Researcher (NR) • Goal: Use Member Connections interface to filter profile data of EarthCube members USE CASE #8: CREATE A SYNCED EVENT • Description: An end-user group member will create a new event and notify the group’s subscribers, who will then sync the event with their personal calendars • Participation Level: Group • Task Complexity: Low • Primary Actor: Event creator and Deep Seafloor group member (EC) • Secondary Actors: Other Deep Seafloor group members (GMs) Appendix 3: EarthCube Workspace Use Cases 54 • Goal: Group members will be alerted to new event and sync with their calendars USE CASE #9: CROSS-TEAM MEETING FACILITATION • Description: The Operations Center group (Governance space) and CINERGI group (Building Blocks space) will organize collaborative meetings and assign cross-team action items • Participation Level: Cross-group • Task Complexity: High • Primary Actor: Meeting organizer (MO), an Operations Center group member • Secondary Actors: Task Assignee • Goal: Determine a plan of action via a virtual conference and follow up on action items Appendix 3: EarthCube Workspace Use Cases 55 USE CASE #10: FINALIZE R&R DOCUMENT • Description: Working groups within the EarthCube Test Enterprise Governance Secretariat will collaborate on revising a Roles and Responsibilities document, then publish a finalized version for public access in the Document Repository • Participation Level: Subspace • Task Complexity: High • Primary Actor: Document uploader (DU), a Community Engagement group member • Secondary Actors: Evaluation Team member (ET), other secretariat members, EarthCube Admins • Goal: Finalize Group R&R document Appendix 3: EarthCube Workspace Use Cases 56 USE CASE #11: EARTHCUBE GENERAL FORUM • Description: A SEN group member (Building Blocks space) will host a forum discussion on proposed agenda items for EarthCube’s annual All-Hands Meeting • Participation Level: EarthCube-wide • Task Complexity: Average • Primary Actor: SEN group member • Secondary Actors: EarthCube Admin, Advisory Committee group member, C4P group member • Goal: Forum input from broad EarthCube Community Appendix 3: EarthCube Workspace Use Cases 57 • • • • • • USE CASE #12: USER UPLOADS WHITEPAPER TO REPOSITORY Description: An EarthCube member adds a whitepaper to the EarthCube Document Repository Participation Level: Individual Task Complexity: Average Primary Actor: EarthCube member (EM) Secondary Actors: Site Admin (SA) Goal: Make a whitepaper accessible to all EarthCube members Appendix 3: EarthCube Workspace Use Cases 58 Appendix 3: EarthCube Workspace Use Cases 59
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