Gap analysis (working document)

Added by Judy Stern, last edited by Kristol Hancock on Nov 18, 2008  (view change)

The following table represents a first pass (still in-process) at trying to determine what functionality is missing from the Improving the CLE v1.0 designs (second column), when compared to functionality in Sakai 2.5 <http://nightly2.sakaiproject.org:8081/portal>, as well as in some local implementations (i.e. blue text denotes when it's a local need). The third column attempts to list what is missing from the "Sakai 3.0"/MyCamTools implementation <http://mycamtools.caret.cam.ac.uk/dev/index.html> , which is basically an implementation of the designs with some variation.

This is a simple element-by-element comparison. Note that just because something is listed, doesn't mean that it's necessarily a requirement for Sakai: determining that will require further analysis (is it now unnecessary?) and some input from the community. Also, some things that appear to be gaps ("none" listed in 2nd or 3rd column) may not be: while I've looked around the new designs for a place where the equivalent functionality may exist, I'm sure I've missed some and hope the community will fill cells in.

Comparisons have been done primarily against the designs found at the Improving the CLE v1.0 designs page, under "Implementation Summary", since these seem to be the most recent (5 Aug 08). Additional work may need to be done to compare against add'l design work found in the UX Kit.
(Note: As is to be expected, this is a moving target. Since this page was started, Nathan has continued to design; thus more recent work, addressing some of the gaps, is found as well at Round 1 Design mock-ups, and we should expect to see more updates such as this reflected in the table below.)

Sakai 2.5 feature/element/activity equivalent feature/element in Improving the CLE 1.0 designs equivalent feature/element in "Sakai 3.0"/MyCamTools implementation
comments/questions needs of individual institutions
         
Creating site


(My Workspace: Worksite Setup > New)

       
choose "Course" as a site type "Yes" radio button for "Is This a Course site?" same as designs
   
choose "Portfolio site" as site type ? "non-course site" option same as designs will this really do it for institutions where Portfolios are core?  
choose "Project site" as site type ? "non-course site" option same as designs    
specify academic term for a course site this is present in slide 4a here: Round 1 Design mock-ups none    
select roster  (from list of rosters for which user is instructor of record) to be added to site  Round 1 Design mock-ups none    
see titles of courses when selecting rosters (Berkeley implementation, not sure if in Nightly)
Round 1 Design mock-ups none    
specify section that's not in choices offered, and get authorization appears to be accommodated in slide 4a (Round 1 Design mock-ups), with dropdown indicating "Full Course Catalog" (as opposed to 'My Classes Only') none    
add more than one roster to a site yes, see slide 6 (Round 1 Design mock-ups) none    
select rosters for all sections of a course with a single click
none none    
create/edit title of site (Berkeley implementation, not Nightly)
Site Name field
same as designs
   
Write site description
Site Description field
     
WYSIWIG editing for site Description none none    
information about where Description appears none none    
Short Description field ("Displayed in publicly viewable list of sites. Max 80 characters.") none none    
information about where Short Description appears none (n/a if not having Short description field) none    
Appearance (Icon) ? Site logo that can be uploaded in "Edit Look and Feel" may negate need for this
?    
Site Contact Name field none none    
Site Contact Email field none none    
pick tools for site (aided by descriptions of tool), and customize these tools. none during process of creating a site, but can be added later same as designs
   
option to re-use materials from another site belonging to this user ? Perhaps by choosing "Copy One of Your Sites" (as seen in  Presentation, week 2)
same as designs
   
pick which tools to re-use materials from ? Again, perhaps during "Copy One of Your Sites" (as seen in  Presentation, week 2) same as designs
   
have site that's not available to anyone but self (Publish checkbox) none during process of creating a site same as designs?
as long as no rosters are added during site creation process, and default in Site Settings is "Private" this is achieved
option to have published site available only to participants, i.e. don't let others join (Global Access checkbox) none during process of creating a site same as designs?
as long as default is "Private" this is achieved.  
pick default role for those that join on their own "Member's default role" dropdown
"All new members become" dropdown
   
         
         
         
Site settings

(Site Info> Edit Site Information)

       
Display of Site Title Site Name field same as designs
why was it changed from Site "Name" to Site "Title"?


Edit title of site (Berkeley implementation, not Nightly) Site Name field same as designs
   
Display of Term none none    
Description field Description field same as designs
   
write site description
Site Description field
     
WYSIWIG editing for Description none none    
information about where Description appears none none    
Short Description field ("Displayed in publicly viewable list of sites. Max 80 characters.") none none Where does short description (see "Join & Edit Sites"p6-7) come from if not here?  
information about where Short Description appears none (n/a) none    
Appearance (Icon) ? Site logo that can be uploaded in "Edit Look and Feel" none   Don't use at Berkeley
Site Contact Name field ?Site Owner name field none Is there a difference? "contact" makes more sense in case of staff/TA/other setting up or administering a site for an instructor. The"owner" is perhaps the instructor.
See further discussion here:  <http://confluence.sakaiproject.org/confluence/display/UX/3.+Manage+Site+Settings?focusedCommentId=46727254#comment-46727254>
 
Site Contact Email field none none    


     
         
         
Adding members

(Site Info > Add Participants)

  Members tab of Site Settings not functioning, so can't check for any of the following    
option to add members using username or email address "Enter Member's Username or Email Address" (but notes say will only ask for email address)      
instructions for how to enter more than one user Tip   text in designs refers to adding " line-breaks" (not a term that all users will be familiar with, nor do they need to be familiar with it.)  
add campus ("official") members separately from non-campus ("official") members none   wouldn't it be better if there was a single field and a lookup could happen to determine how to process  
option to assign unique roles when adding more than one member none   Nathan's notes acknowledge that may want to do this. Also, can change roles later in Site Settings: Members tab.)
Role descriptions when selecting roles
? Possibly can get to from "What does this mean?"      
option to add members without sending any email ?none, looks like Invitation is always sent      
add members by adding official roster
none      
         
Member management

(Site Info & Roster)

  Members tab of Site Settings not functioning, so can't check for any of the following
   
Change role for individual site participants dropdowns in Role column (Members tab of Site Settings)      
Change status (active/inactive) for individual site participants dropdowns in Status column (Members tab of Site Settings)      
sort list of members by name assume can click head "Members" (Members tab of Site Settings)      
sort list of members by roster they're enrolled in none      
sort list of members by id none (although if "Email" is standing in for id, then could presumably click Email column)      
sort list of members by credits none      
sort list of members by role assume can click head "Role" (Members tab of Site Settings)      
view only members of a specific roster (Roster tool) none      
view only members that meet a particular search criteria (Roster tool) none   Provide the ability to search by Name or User ID on both the Overview and Pictures screens.
 
view list of site's members in a tabular layout (one member per row), with separate sortable columns for: Name, Privacy Status, User ID, Email Address, Role, and Group and Section Membership (Roster tool)
none   Note: The Group and Section Membership column must include the name of each Section and/or Group to which a participant belongs.
If all information doesn't fit on a single line, without wrapping, the system can truncate the content and add ellipses.
Hovering over a record will display a tool tip that will provide the full content of the field.
Default sort order is ascending by Name.
 
filter list by group or section from Overview and Pictures screens (Roster tool)
none
     
restrict AI/TA view to only those users who are in the same group(s) and/or section(s) as the AI/TA
none
     
export (as csv) list of members with their ID, email address, and role (Roster tool) none   Include Group or Section on export.  Display full content of fields on export.
 
print list of members with their ID, email address, and role (Roster tool) none   Include Group or Section on print.  Display full content of fields on print.
 
get a tally of how many members there are in a site on overview and pictures screens (Roster tool)
none      
get a tally of how many members there are in each role (Roster tool) none   Note: Display this information on Overview and Pictures screens
 
from list of members, go directly to Profile for an individual member (Roster tool) click member's name on Members tab of Site Settings   Note: System displays only information designated as public in the Profile view.
 
from list of members, send email to individual member (Roster tool) click email address on Members tab of Site Settings      
see official photos of members (Roster tool) none   Note: Only users with the roster.viewofficialphoto permission will see the option to view official photos.
 
see Profile pictures of members (Roster tool) none      
beneath each photo, display the user's name and user ID (Roster tool)
       
hide names of members when looking at photos (Roster tool) none      
give users with permission to view both official photos and profile pictures the ability to toggle between official photos and profile pictures (Roster tool)
none
  Note: Users must have the roster.viewofficialphoto permission to view official photos.
  
print list of members with their photos (Roster tool) none   Provide the ability to print in single- or multi-column layout.  When printing in single-column layout, provide sufficient room for instructor to write notes in the space next to each photo.
Display full content of fields on print.
 
view list of members with their official course status ("waitlisted" or "enrolled") and the number of credits (Roster tool) none   note that this status is different than the status indicated in Nathan's design; this is course enrollment status rather than status in this Sakai site  
view only members that are officially enrolled in the course (Roster tool) none      
view only members that are wait-listed for the course (Roster tool) none      
export (as csv) list of members with their ID, email address, status, and credits (Roster tool) none   Include Group or Section on export.  Display full content of fields on export.
 
print list of members with their ID, email address, status, and credits (Roster tool) none   Include Group or Section on print.  Display full content of fields on print.
 
sort list of members by their status ("waitlisted" or "enrolled") (Roster tool) none      
sort list of members by number of credits (Roster tool) none      
get a tally of how many enrolled members there are, and how many waitlisted members there are (Roster tool) none      
         
Access Management

(Manage Access)

       
have site that's not available to anyone but self (Publish checkbox) ? Active/Inactive Status? same as designs
Pretty sure it's the same thing, though text in designs is confusing. (What if user doesn't want users to find and join site, but wants the site available to participants? First sentence suggests she should check "Inactive", whereas what this user really wants is "Active" and "Private".)  
option to have published site available only to participants, i.e. don't let others join (Global Access checkbox) Public & Private radio buttons same as designs    
pick default role for those that join "Member's Default role" dropdown
"All new members become" dropdown
   
         
         
Tool Management

(Edit Tools)

       
Add tools Add Tools link & Add buttons in Add Tools Lightbox same as designs
   
Remove tools Delete
button next to each tool 		same as designs
Designs also have a Remove button in Add Tools Lightbox  
Reorder tools (Page Order in Site Info)
none none    
         
Rosters

(Site Info > Edit Class Roster(s)

       
Add/Edit rosters none none
 
         
         
Importing content

(Site Info > Import from Site)

  none of this appears to be implemented
   
copy selected material from another site ?would have to export, import?      
import already exported content from a file Import (Site Settings: Site Backup & More)      
         
Duplicate site


(Site Info > Duplicate Site)

       
Duplicate site that you're in (leaving out content created by students) ?User could "Copy one of My Sites" (as seen in Flash presentation)
     
         
         
Group Management


(Site Info > Manage Groups AND Section Info)

  no group management functions appear to be implemented
   
Create a new group none      
Provide a title for group none      
Provide description for group none      
Move participants into group none      
Remove participants from group none      
Sort list of groups by group title none      
Sort list of groups by number in group none      
Delete groups none      
specify meeting times and locations (could be multiple) for each group        
specify maximum size for group or that there is no maximum        
specify type (category) of group (e.g. lab, discussion, etc)        
assign members to groups based on official university section        
specify whether group membership should be updated automatically based on external membership changes        
see groups updated automatically if external membership changes        
specify if participants can join groups, switch in and out of them        
assign leader(s) to group.        
Sort list of groups by TA, Day, Time, Location, Number of members, how many spaces available.        
see what groups I am leading        
See what groups each site member belongs to        
Download or print a roster list that provides each participant's group memberships        
sign up for group        
remove self from group        
switch groups        
see what groups I'm in        
         
         
Preferences

(My Workspace > Preferences)

       
specify how want to receive low priority notifications (individually, once a day digest, not at all) Preferences:Email Notifications same as designs
   
specify top sites to appear in tabs in navigation n/a n/a    
make specified sites invisible (i.e. no tab) none (i.e. doesn't appear to be a way to hide sites in list of sites)
same as designs
if goal is to reduce clutter, could put all the sites that one wants to hide in a "inactive" folder  
re-order listed sites none none    
pick time zone Time Zone dropdown on Preferences: Account Details same as designs
   
pick language Language dropdown on Preferences: Account Details same as designs
   
hide personal information from others in site (Note: not in Sakai 2.5 Nightly, but available in Michigan implementation)        
         
         
     
 
Profile


(My Workspace > Profile)

 Looks like Profile wasn't tackled in designs...
    Berkeley doesn't use Profile
Enter Public Information (first name, last name, nickname, position, department, school, room)
  Can enter first name, last name in Edit My Profile.
   
Enter Personal Information (picture--choosing from University ID picture or URL of other picture, email, home page, workphone, home phone, mobile phone)
       
Enter additional information  (WYSIWYG)
       
Hide Profile
       
Hide Personal Information when showing Profile
       
         
Account

(My Workspace > Account)

       
See account details (user id, first name, last name, email, registration type, ?who account was created by, ?when account was created, ?who account was modified by, ?when account was modified)
       
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Comments (8)

 

  1. Oct 20

    John Norman says:

    We may need a glossary for some of the terms used here. "Roster" as used here se...

    We may need a glossary for some of the terms used here. "Roster" as used here seems to indicate a list of people supplied by an external data source, but it could also mean a list of people registered for a particular course (where the site serves more than one course), or something else. The point is that something unclear creates the stated need to have more than one roster in a site. Or is "roster" here being used to indicate any list of members of groups and sections within a site?

  2. Oct 20

    John Norman says:

    If we are contemplating Sakai 3 innovations in this work, I'd like to ask how we...

    If we are contemplating Sakai 3 innovations in this work, I'd like to ask how we see Group Membership and Site Membership evolving. In the context of existing tools, what is the relationship between the "Roster" tool functionality and the SiteInfo "membership" functionality. It seems to me that SiteInfo is a bit like an admin dashboard for the site and Roster tool is simply an informative display of members for non-Admins. But with this separation, how would we handle a use-case for someone browsing a public site, reviewing the list of members and wanting to join on the spot? If in the Roster (membership) tool, then how does that relate to the admin tool in SiteInfo?

    Also, I'd like to see integration between Roster displayed information and Profile and the ability for a course member to be present via an alias identity for certain teaching activities - perhaps as a sub-site for a language course. Whether the instructor can decipher the alias might depend on how marking/grading is done.

    For now I assume we are looking at UX improvement of Sakai 2.X because we have not even begun to explore these types of issue.

    1. Oct 20

      Nathan Pearson says:

      To your last point, I think you're part right. We haven't begun formally designi...

      To your last point, I think you're part right. We haven't begun formally designing and documenting these type of interactions, but informal thinking is always taking place.

      In my view, everything in Site Settings (moving beyond legacy Sakai terminology) should only be viewable to site maintainers. Site Settings is where site maintainers would manage the members of the site, either by roster or individual.

      For non-maintainer users who have a need/desire to sift through site members, either out of curiosity or for work tasks, we should develop a widget for that. The widget may or may not link off to a full screen view (that view could be tool technology or widget technology – a bit outside my realm), where members can be found. Perhaps within these views we would display some related meta data about the member. Each member should also have a profile view that is linked to from the list/directory widget views. In the profile (as well as the directory) view, the member will have some control over what he/she chooses the world to see – if anything at all.

      Of course, users browsing these member profiles will have the option to interact with them by inviting friendship, discussion, and viewing work products (if shared).

    2. Oct 21

      Oliver Heyer says:

      I think what you are getting at John is that a tool that exists or is perceived ...

      I think what you are getting at John is that a tool that exists or is perceived largely as an "informative display" is probably an organization of functionality that has not been well integrated into work flows that meet end user goals. A recent example that came up around the Roster was Indiana faculty's need to see a membership list that easily let's them discern which site members have not been assigned to a group. The ability to act on the information by assigning group memberships should be part of an obvious, readily available workflow.

  3. Oct 20

    Peter A. Knoop says:

    If we're looking forward here, it seems like the existing feature requests and u...

    If we're looking forward here, it seems like the existing feature requests and uncompleted tasks should be considered in this context as well. For instance, importing and duplicating are mentioned, but not templating (which is in 2.6), exporting, archiving, deleting, resting, etc. related issues.

  4. Oct 29

    Judy Stern says:

    Recently I was asked if all the pages of 2.5 Site Info were included in the UXI ...

    Recently I was asked if all the pages of 2.5 Site Info were included in the UXI designs. I was pretty sure most (with the exception of group management) were (in one way or another), but took the time to do a page-by-page check in order to answer the question. And, since this is another form of "gap analysis", decided to share it as a comment on this confluence page.

    For each page of Site Info, here's my best answer to "Is some/all of what's on this page in Nathan's designs OR is there a place it could be gracefully included? If Yes, where?"

    Edit Site Information --YES: Site Settings > General
    Edit Tools – YES: Add Tools link
    Add Participants – YES: Site Settings > Members
    Manage Groups – NO
    Manage Access – YES: Site Settings > General
    Edit Class Roster(s) --NO
    Duplicate Site --MAYBE: Site Settings > Site Backup and More/Admin (not really here, but potentially could be)
    Import from Site --MAYBE: Site Settings > Site Backup and More/Admin (not really here, but potentially could be)
    Import from File-- YES: Site Settings > Site Backup and More/Admin
    Page Order – MAYBE: assume can be done with a reorderer component whereever list of tools/pages appears

    i.e, the only areas that are truly missing are Edit Class Rosters and Manage Groups. Issues related to the former Nathan is focusing on already.

    1. Oct 29

      Stephen Marquard says:

      To return to a longrunning theme, in a world of rational UI, the Site Info manag...

      To return to a long-running theme, in a world of rational UI, the Site Info manage groups functionality and Section Info manage sections functionality needs to be combined into one UI. There are also aspects of Edit Class Rosters and Section Info that overlap or are related.

      1. Nov 03

        Judy Stern says:

        Agreed; Section Info provides just a specialized form of group management . To t...

        Agreed; Section Info provides just a specialized form of group management . To that end, I've included Section Info functionality under the Group Management area of the table above.