Outcomes from the July workshop

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Presentation by:

David Michael

Business Development & Project Manager

Products and Services

eIS Science Technology & Medicine

The British Library

RIC 2.0 Development Workshop 29/11/2010

Where did the requirements come from?

First closed beta release May 2008 search/discover and funding collaboration and storage 24 diverse Bio Medicine groups tested July-Sep 2008 Feedback collated Oct 2008

Engaging Biomedical Researchers Survey Q2 2010 Gather evidence on researcher information behaviour across the

biosciences community

Take all the feedback from the community over the past 2 years and identify the critical parts of RIC 1.0 that need to be in 2.0

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How the requirements have been produced

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Title Included? Reason for Inclusion/Exclusion

Detailed Use Cases Y For key functions required in V2.0

Business Rules N RIC is not business orientated although there may be specific ‘Research’ rules that may be captured.

Non Functional Requirements Y

Logical Data Model N To be defined as part of BI requirements

User Profiles Y

Usability Requirements Y

Education and Training Plan Y

Work Products Work Products

RIC Project Owner Account Registration

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RICUC001 Account Registration Workflow

Ext

erna

l Acc

ount

O

wne

rA

ccou

nt M

anag

erR

ICP

roje

ct O

wne

r

Initiate institution account request via web form and

detail account number and users

required

Review Request

Accept Request

Provide Account, Ref code and web

form url

Open Institution Account +

Generate number on CMS.

Receive institution Account code via

email and web form url

Request Project Owners to set up user account and

provide link to web form

Populate web form to set up user

account

Automated check of web form

Details Ok

Manually Approve user account and

send email confirmation

Recieves feedback on errors and re

enters data

Receives email confirming user account set up with user id and

password

User logs in for first time

Y

N

Y

Provide Feedback

Receives feedback and updates

request

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Receive institution account number

N

Access link to web form

Open web form

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Add additional Users

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RICUC003 Add Additional Users to Projects Workflow

Hel

p D

esk

Use

rP

roje

ct O

wne

r

Log in to RIC Access a projectSelect the add new

user feature

Add user name and email address

and submit

Exit add new user function and return

to project

Receive Form and manually apply

permissions and send email

confirming addition to new project to

new user / s

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6

5

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User receives email confirming access to new

project

Document review workflow

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RICUC004 Document Review Workflow

Doc

umen

t Rev

iew

erD

ocum

ent O

wne

r

User logs in to RIC and accesses

project repository and selects the

upload feature to add document

User logs into ric and selects

template saved in existing repository

User edits and saves document /

template

User selects review feature

User logs into RIC to send existing doc for review

User selects team members to review the document from list / or selects all team members

User asked if additional team members need

access to review who don’t have

permissions

Select Review deadline and

provide commentary on

review

Submit email (automated)

Receives email and review

notification within RIC homepage

Opens link in email and logs onto the

RIC

Opens review task notification in home page

Opens document for review

Adds commentary via track changes

and comments

Save document as new version

Close document

Opens original email

Responds to email and confirms task

complete in response

Receives email confirming task complete and notification that the

task has been completed by reviewer in RIC homepage

Review deadline arrises and User is

informed of who hasn’t responded

Close review

Review changes in doc and save as

final version

Submit email to reviewers who havn’t fed back

manually

User selects permissions for

who can review / edit document

within project team

User decides to select permissions for who can review / edit document within project

team

N

Change permissionsY

Respond to confirm task

complete

Open task in personal hompage

and check task complete

email

hom

epa

ge

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Resource Discovery

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RICUC005 Resource Discovery Workflow

RIC

U

ser

Log in to the RIC and access home

pageOpen Project

Select search site

Perform search

Add to search history

Save to repository

Select search results to save and which repository to save in (personal /

Project)

Save As

Add to link repository

Add to Zotero / Mendeley

Add to Zotero / Mendeley

Start another search

link

Ful

l tex

t

xml

N

Y

Return to project / home page

depending on where search

originated

Save Search

Open a result in separate window

Return to project / home page

depending on where search

originated

Close Window

Decide next Step

Receive Search Results

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Enter search text and Click

Search

Use BL research Service

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Curation Workflow

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RICUC006 Curation Workflow

RIC

Pro

ject

Ow

ne

r

Project Ends

Project Owner runs curate

function within RIC project User right clicks

items in repository to curate

Check other users in project

Owner informed other users in

Project and can’t curate via pop up

message

All items curated

Project Zipped and closed and further access is denied

Owner requests other users to log

out via email

Y

N

Y

N

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9Confirm RIC can

package and archive project

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Automatically adds to zip file

Save to chosen repository

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RSS Feed Management

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RICUC007 RSS Feed Management

RIC

SY

ST

EM

US

ER

Log into RIC Access Hompage

Access Project and any area with RSS feed manage

capability (repository, idea

generation, funding)

Select Manage RSS feed function

Select option

Click Add Feed

Select feed

Import feed from Outlook

Export feed to Outlook

Select feed to edit, open it and make

changes

Changes saved

Enter feed to add

Click delete

Run import feed function

Run export feed function

Provide list of outlook rss feeds

Provide list of RIC rss feeds

Select feeds to import Select feeds to

export

Import feeds

Export feeds to Outlook

Click Save changes

Perform another

operation

Exit Manage Feeds

Y

N

Feed deleted

Select feed/s

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PowerPoint Workflow

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RICUC008 PowerPoint Workflow

US

ER

2R

IC

US

ER

1

Log into RIC access Project,

Repository, Slide Library

Select Function

Select add slides to slide library

function

Click check box/es of slides to delete

Select slide to edit

Explore for presentations on

local drive

Click delete button

Slides deleted from repository

Changes saved

Perform another function

Exit slide library

Open presentation and select slides

to addClick create new

presentation button

Open powerpoint and add selected

slides to presentation

Save presentation to local drive

Add slides to slide library

Open powerpoint with slide to

edit

Save edited slide

to slide library

Edited Slide saved to Slide Library

Close edited slide

Select edit function

Close Presentation

Edit Slide

Click check boxes of slides to add to

presentation

Confirm if slide is being edited by

another user

Y

Do a simultaneous

edit

N

Y

Send other user a pop up

to confirm joint editing

request

Receive pop up

Approve / Reject Joint

editing request

Y

N

Receive joint editing rejection

via a pop up

Reject

Approve

N

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Discussion Workflow

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RICUC009 Discussion Workflow

RIC

U

SE

R 1

Log into RIC and access project

homepage

Select Discussion

optionOpen new topic

Respond to an existing discussion

highlighted on homepage

Open an existing topic

Restrict who can view message

Click on restrict viewing rights function and

remove the rights to view of selected members in team

Message automatically

posted to team members via email

Click reply Add message

Add message

Open Discussions folder

Select Forum

Post / Cancel message

Click Exit Discussion forum

and return to project homepage

Continue discussions

Y

N

Y

N

Post

Cancel

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Task Management Workflow

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RICUC010 Task Management Workflow

US

ER

2R

IC

US

ER

1

Logs into RIC Project Homepage

Open task management

Function

Enter task information

Save task and close

Create new task Choose who to assign task to

Select existing task to edit

Open task and edit

Perform another

operation

Exit tasks

Choose Function

Select Personal User ID Save and

Close

Select Team members User ID Save and Close

Inform team member of

assigned task via email and proj

homepage

Receive task assigned email and update in

project homepage

Close Task and remove from users

view

Self

Team Member

Save Changes + display task in

project homepage

Mark as complate

Y

N

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Transfer Information to other sites

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RICUC011 Transfer Information to other sites workflow.

RIC

U

SE

R

Log into RIC Access any project

repository

Access mysite repository

Select item to export

Select where to export item to

(Connotea Mendeley etc)

Export / Import

Click on export

Click import button

Select where to import item from

(Connotea Mendeley etc)

Seamlessly open import

environment

Select item to import

Import item to repository

Seamlessly open export

environment

Save Changes in other environment

Exit other environment

Return to mysite or project repository

Save Changes

Export

Import N

eith

er

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Search for Collaborators

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RICUC012 Search For Collaborators Workflow

US

ER

1U

SE

R 2

RIC

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7

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4

9

8

2

10

5

Receive response via email and

message on home page

Define future collaboration

outside of RIC and return to RIC

profile

Open Personal profile

Enter message and click submit

View meet new people with matching

expertise / interests

Click Send email to potential

collaborator in RIC

Receive email

Send email Send response

Send response

Y

Collaboration does not happen

N

Bibliography Formatting Workflow

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RICUC013 Bibliography Formatting Workflow

RIC

U

SE

R

Log into the RIC selects a project

and accesses the tools section

Select Bibliography

formatting tool

Check box against file name to export

references from

Select citation style

Select reference from project or

personal repository

Click on export

Export references in required style

Click on export to word / reference

manager function

Open word / reference manager with references in

required style

Display references in text window

Edit, Save / Close in word or ref

manager

Repeat process

Export to reference

manager or word

Y

N

Y

NSelect Reference Manager / Word Exit

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Profile Update Workflow

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RICUC014 Profile Update Workflow

RIC

U

SE

R

Open Personal profile

Log into ric Click on edit profile Edit information

manually in personal profile

Changes saved

All information present?

Save changes

Close profile editor

N

Y

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Annotation Workflow

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RICUC017 Annotation Workflow

RIC

U

SE

R

User logs onto RIC and accesses a

project repository

User selects item to annotate

Generate blank annotation form

Add text, rating, tags to annotation

Click submit

Generate annotation form

with previous entry

Determine if user has annotated the same item

before

Average ratings Save changes

Annotate another item

Exit repository

Y

N

N

Y

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1

4

2

View annotation history

Exit Annotation history

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Live Meeting Workflow

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RICUC018 Live Meeting Workflow

US

ER

2R

IC

US

ER

Open project

1

Open windows live and run live

meeting

Send invite via email

Receive and accept invite

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Log into ric and access home page

Run Livemeeting in RIC

Add attendees to live meeting

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5

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Non Functional Requirements – Performance and Capacity

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ID. RIC Area Name Description

NFPC002 Accessibility Cloud Hosting Hosting the service online obviates the need for local installation and the requirement to constantly upgrade technologies as new features become available.

Non Functional – User Experience

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ID. RIC Area Name DescriptionNFUE001 Accessibility Single Sign on Need for single sign on. Compatibility with Athens / Shibboleth with

seamless logon to externally linked services such as Connotea and Del.icio.us. Identity management to include links to federated access management systems (e.g. Shibboleth). The reason for this is to make it easier for those in HEI to use the RIC for university-SME collaborations. Southampton doing Shibboleth review

NFUE002 Enabling Collaboration

Identify logged in team members

A facility to identify who is logged on will be required via pop ups on Home Page. Out of the box – all tested

NFUE003 Accessibility Browsers The service will be available over the internet and will be accessible through major Web browsers such Internet Explorer Safari and Firefox. The aim is to make the service available to the user wherever they or their colleagues may be. This includes ensuring accessibility via mobile/portable hardware such as netbooks. The RIC will also need testing on Chrome

NFUE004 Home Page Home Page configuration

When users log on to the RIC their Home page will be displayed. This Home page will present projects in which they are involved in via the top link bar and the activities that have recently taken place within those projects. Users will be able to enter the project workspace by clicking on the project name.

NFUE005 Home page Personal Repositories

The user will have access to a set of personal repositories (e.g. documents, references etc), selected when the user registered for the service (see Out Of The Box Solution feature). The personal repositories should be the same as the project repository space – see below.

Non Functional – User Experience

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NFUE006 Enabling collaboration: shared repositories:

Project Repository A suite of shared repositories will be available in the default project template in the left hand navigation bar. These will include repositories for:DocumentsReferencesBookmarksSlidesRSS feedsImagesas well as more specialist ones (e.g. medical images) as they become available.

NFUE007 Enabling collaboration: discussion forums:

Wikis and presence engine

The demand for other forms of communication such as instant messaging and Wikis will be investigated during beta evaluation; evidence for this functionality being required by the target audience is not yet available.

NFUE008 Enabling collaboration: finding collaborators:

Identify Collaborators

Users will be alerted via their profile page to other people with similar interests to enable them to identify potential collaborators. This will be dependent on these other people providing enough content in their profile (e.g. tags) to enable them to be matched and allowing the information to be made available to others (see Home Page feature).

NFUE009 Resource discovery: Resource Identification

Each resource will have a description to enable users unfamiliar with the resource to assess its value to them within their default project template.

NFUE010 Tools to assist experimentation:

Data Storage and linking

Users will be able to store data as well as documents within the RIC, thus maintaining linkages between the various research outputs.

NFUE011 Curation of projects and data:

Object Reuse Exchange

Future releases of the RIC may include use of the Object Reuse Exchange protocol in order to maintain relationships between the curated objects. Assignment of name identifiers will be done through links to the Names Authority Service.

NFUE012 Site Templates Modify the RIC environment

Project Owners will be able to generate new project templates and modify the generic RIC site. Project Owners will be able to select the repositories they require for each project by personalising the default template (see Out of the Box Solution feature).There will be a mechanism to allow other resources to be installed into the template.

NFUE013 Site Templates Modify the RIC environment

Documentation will be provided for adding RIC plugins

Non Functional – Plugin Reqs

ID.RIC Area Name Description

NFPR001 Tools to assist experimentation:

OneNote OneNote will be provided as a means of logging experimental protocols within the RIC. Other Electronic Laboratory Notebooks will be investigated as part of ongoing development.

NFPR002 Tools to assist experimentation:

Excel Common tools for data manipulation will be provided that can be launched as standalone or as online services. The default tool will be Excel due to its popularity for recording and manipulating data.

NFPR003 Tools to assist experimentation:

Experimentation workflow tools

Feedback has shown that the methods that were used to generate the data are considered to be as important as the data itself in some circumstances. Within bioinformatics there is increasing use of automated workflow tools to generate data. For this reason the biomedically focused release will provide the following bioinformatics tools as default:

Trident workbench (including Microsoft Biology Foundation toolkit)myExperiment (to find workflows; enactment to local Taverna workbench)

NFPR004 Enabling collaboration: scheduling:

Calendar and Project functionality

An optional shared calendar plug-in will be offered.

The inclusion of project management tools for planning and scheduling would provide a more rounded, integrated environment 22

Non Functional – User Profiles

User Profile Char. No

Characteristic Group

Description

UP001 Personal Profile

Home page: The user’s personal profile will be accessed via the Home page. The profile enables users to share information about themselves such as their expertise and interests – and a photo. This information is valuable when others are trying to identify potential collaborators (see Enabling Collaboration: Finding Collaborators feature). The user will be able to select which fields are kept private and which can be shared. This is also where users will change their password.

UP002 Notifications Users should be able to configure what they want to be notified about (e.g. to be notified that items have been deposited) within their profile

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Research Information Centre

Questions?

email: david.michael@bl.uk

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www.bl.uk/reshelp/experthelp/science