Phase 2 planning

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OERca - Phase 2 Planning


Enabling Technologies 

           

        OER Phase II Tool Development Specs

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OER Phase II will be enhancements & additional function added to the existing tool found at [1].  Phase 2 must be complete and tested before the UMMS dScribes begin June 8. Here is an attempt to gather all the specs provided by the Pieter & Garin that (hopefully!) will lead to coding.

The full set of Mock-Ups for Phase 2:


Contents

[edit] I. Setting up the dScribe process: Instructor contacts Admin

Priority: Low - Given the number of dscribes, dscribe2's, and instructors will be small for the June deployment - we will continue to "manually" perform this tasks using phpMyAdmin.

[edit] A. Accounts Setup and Permissions - Tool

  1. Admin adds a new course to the tool
  2. Admin assigns an Instructor to the course * (added to dB schema) - Pieter 10:07, 29 April 2008 (EDT)
  3. Admin assigns a dScribe to the course
  4. Admin assigns dScribe2 to a dScribe * (added to dB schema) - Pieter 10:07, 29 April 2008 (EDT)
  5. Admin adds Instructor login to the database
  6. Admin adds dScribe login to database (the dScribe 2 login may already exist)
  7. Admin/dScribe/dScribe 2 submits permission form from the Instructor – Scanned form or electric form within the tool

These functions require some new data fields (Instructor, dscribe2) to be added to the database schema.

[edit] B. Course Setup – Tool

1.    DONE!   dScribe/dScribe 2/Instructor edits course and Instructor information    

[edit] II. Managing Materials and Capturing Content

[edit] A. Ingesting Materials – Tool

  1. Priority:

High dScribe/dScribe 2/Instructor adds materials through a single or bulk upload (through ctools / desktop import) (materials need version / timestamp to distinguish between updated (Instructor or dScribe) materials) (need categories for materials (resources, assignments, lectures, etc))
* this is still critical, but the CTools component is low priority - Pieter 10:34, 29 April 2008 (EDT)
*[MOCK-UP]*

  1. DONE!  dScribe/dScribe

2/Instructor edits material information

[edit] B. Capturing Content – Tool/Desktop

  1. Priority:

High dScribe/dScribe 2/Instructor downloads the source materials from the tool – given the option doing a single CO download or bulk download of all associated CO with the course.  The course material can include multiple embedded CO's.
*[MOCK-UP]*

  1. Priority: Low dScribe/dScribe 2/Instructor converts slides to images (jpg, gif,

png)  using “Save as” or “Export” feature in PPT / Keynote, creating one unique image for each slide.(this is currently being done using a manual process - Glenn is making good progress on the Snapper tool)

  1. Priority: Low dScribe/dScribe

2/Instructor captures content objects from materials (this is currently being done using a manual process - Glenn is making good progress on the Snapper tool)

  1. Priority: LowOptional

Step: dScribe/dScribe 2/Instructor assign metadata to objects using XMP (optional, but not default)

[edit] C. Ingesting Content Objects – Tool

  1. DONE!  dScribe/dScribe

2/Instructor uploads slide images and COs to tool in .zip file

  1. DONE!  dScribe/dScribe

2/Instructor adds metadata to the objects

  1. DONE!  dScribe/dScribe

2 chooses to send CO to the Instructor

  1. Priority:

High dScribe/dScribe 2 sees standardized questions for provenance ASK form and adds any personalized questions about provenance – sent to dScribe – Instructor ASK form

  1. Priority:

High dScribe chooses to send CO to the dSCribe2 with general questions, fair use, permission, or commission recommendations – sent to dScribe – dScribe 2 ASK form
*[MOCK-UP]*

  1. Priority: Low dScribe 2

chooses to escalate CO to Legal & Policy Review Team for the purposes of general IP/policy CO escalation or fair use escalation

  1. Priority: Low dScribe 2 sees

standardized questions for general IP/policy or fair use ASK form and adds personalized questions / comments about CO – sent to Legal & Policy ASK form

  1. DONE!  dScribe/dScribe

2/Instructor uploads replacement COs (RCOs) from desktop to tool

  1. DONE!  dScribe/dScribe

2/Instructor assigns metadata to the RCOs

  1. DONE!  dScribe/dScribe

2 chooses to send RCO to the Instructor

  1. Priority:

High dScribe/dScribe 2 sees standardized questions for replacement ASK form and adds any personalized questions about the replacement – sent to dScribe – Instructor ASK form.  This is similar to II.C.2.b
*[MOCK-UP]*

[edit] D. Editing Materials – Tool/Desktop

  1. Unless done previously, dScribe/dScribe 2/Instructor downloads the source materials from the tool – single or bulk download  (How

is this different from II.B.1 download?) - this is exactly the same as II.B.1 - Pieter 10:56, 29 April 2008 (EDT)
*[MOCK-UP]*

  1. Priority:

High dScribe/dScribe 2/Instructor downloads single or bulk RCOs to desktop from tool
*[MOCK-UP]*

  1. DONE!  dScribe/dScribe 2/Instructor updates materials with edits,

annotations, removed COs, inserted RCO (I crossed this off my list, is that correct?)   
- this is something that is already accomplished manually (off your list) - Pieter 10:56, 29 April 2008 (EDT)

[edit] E. Ingesting Updated Materials - Tool

  1. dScribe/dScribe 2/Instructor uploads updated materials to tool
  2. dScribe/dScribe 2/Instructor edits updated materials information

This is based on filenaming (filename.v2) convention, right?
* Ali, David, and I were discussing how to do this well and we tabled the discussion for the moment because it was holding up our progress on the dB schema changes - we should revisit this week to make a conclusive decision. - Pieter 10:56, 29 April 2008 (EDT)

[edit] III. Interactions Between Users Around Content Objects

=== A. dScribe → Instructor  (dscribe can view the ASK form but cannot edit the ASK form)
===

  1. Priority:

High dScribe/dScribe 2 views ASK form(s)  to see all questions sent to Instructor  (non editable, view only)

  1. what if there are multiple instructors?  is there a "primary" instructor?   (see III.B.1)
    * multiple instructors should be able to access the form and respond. The response given should be tagged with the user's name so the dScribe/dScribe 2 can see who is making the response. - Pieter 11:11, 29 April 2008 (EDT)
  2. will there be any questions on ASK from not related to a CO?
    * No, all ASK form questions are about COs. - Pieter 11:11, 29 April 2008 (EDT)
  3. Tool sends email notification to Instructor (uniqname) notifying the instructor that there are COs in the ASK form awaiting instructor response 
  4. how often

should this email be sent?  Once a day?  cron job?
* It seems that we would have a lot of annoyed faculty on our hands if we were to email them each day and they had no way to turn off the emails easily. I think that the dScribes should, for the moment, be sure to email the instructor pointing them to a URL where they can input responses. - Pieter 11:11, 29 April 2008 (EDT)

  1. smtp mail needs to permitted for oer.umms.med.umich.edu machine

[edit] B. Instructor → dScribe

  1. DONE!  Instructor

views ASK form to see all questions from dScribe/dScribe 2

  1. DONE!  Instructor

reviews both provenance and replacement objects, responds to questions or saves COs for a later response

  1. Tool sends notification to dScribe/dScribe 2 about materials having been updated by Instructor  (see III.A.2)
  2. how often

should this email be sent?  Once a day?  cron job?
* I don't mind pestering dScribes/dScribe 2s once a day. - Pieter 11:11, 29 April 2008 (EDT)

  1. smtp mail needs to permitted for oer.umms.med.umich.edu machine

[edit] C. dScribe → dScribe 2

  1. Priority:

High dScribe/dScribe 2 views ASK form to see all questions for dScribe 2 (non editable, view only)

  1. Tool sends email notification to dScribe 2 notifying that there are COs in the ASK form awaiting dScribe 2 response (see III.A.2)
  2. how often

should this email be sent?  Once a day?  cron job?
* I don't mind pestering dScribes/dScribe 2s once a day. - Pieter 11:11, 29 April 2008 (EDT)

  1. smtp mail needs to permitted for oer.umms.med.umich.edu machine

[edit] D. dScribe2 → dScribe

  1. Priority:

High dScribe 2 views ASK form and reviews COs within form
*[MOCK-UP]*

  1. Priority:

High dScribe 2 responds to questions, tables COs for a short time, sends out permission forms, or escalates CO to Legal & Policy Review Team
*[MOCK-UP]*

  1. Tool sends email to dScribe notifying him/her of ASK form COs with responses and recommended actions by dScribe2
  1. how often

should this email be sent?  Once a day?  cron job?
* I don't mind pestering dScribes/dScribe 2s once a day. - Pieter 11:14, 29 April 2008 (EDT)

  1. smtp mail needs to permitted for oer.umms.med.umich.edu machine

[edit] E. dScribe 2 → Legal & Policy Review Team (Priority: Low)

  1. dScribe views Legal & Policy ASK form to see all questions/comments for Legal & Policy Review Team (not editable, view only)
  2. Tool sends email to Legal & Policy Review Team notifying them of pending COs awaiting input

[edit] F. Legal & Policy Review Team → dScribe2/dScribe (Priority: Low)

  1. Each individual Legal & Policy Review Team member views ASK form and reviews COs
  2. Each individual Legal & Policy Review Team member adds comment / question to the ASK form
  3. Optional – email notification of new comments/questions by Legal & Policy Review Team sent to dScribe 2
  4. After the Legal & Policy Review Team meets, a final decision with rationale is added to the ASK form by a designated member of the team
  5. Tool sends email to dScribe 2 and dScribe about the final decision
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