Meeting Details:

Tuesday October 10, 2017 - 10:00 AM Pacific Time

https://oregonstate.webex.com/meet/vantuylsoregonstate.edu

Participants:

• Steve Van Tuyl (Oregon State Univ.)
• Hui Hui (Oregon State)
• Gabriela Montoya (UC San Diego)
• nik.dragovic (Emory University)
• Don Brower (University of Notre Dame)
• Gary Geisler (Stanford)

Agenda: 

1. Talk with Gary Geisler about comments on design mockups
   1. https://docs.google.com/document/d/1BqOxyKHCW-i5nGNCGtRHvK-gzzB4xywYKbF02AesnBQ/edit
2. Note taker: Hui Zhang

Next Steps:

• Gary Geisler will update mock-ups to reflect today's conversation and will move on to reports for works, files, and users.

• Will base the other reports sections on the look and feel of collections.
  
  

Notes:

Gary shows his mockup of the Reports and asks:

Q1: Whether table option is good enough for the 'Display' options in 'Customize Report'?

• The group agreed that a table is good enough and Gary will remove the 'Graph' option from the 'Display'.

Q2: What is the date we are looking at for collection: are we looking at the collection created, modified or still exists in that time period? 

• If the collection exists in the time period selected, then it will be included in the report.
• Need a better label so that it's clear.

Q3: Where to show 'Month-by-month' total?

• Show it as a row at the bottom of the report table (sum of each column if applicable).

Q4: Other discussions of collection report:

• Activity in the collection report will include page view and downloads that come from "users" (won't distinguish between visitors and depositors in this section); inclusive of anyone who has viewed or downloaded (regardless of what type of user it was).
• The group liked the feature of faceting the report by collection.
• Sub-collection: show top five but people can use 'Expand' to see all sub-collections.
• Admin set will be synonym of Collection in the future.
• The work facets should include 'visibility' and 'access' and get rid of others.
• With collection report, when viewing the list of collections, if you want to know the status of a particular collection you can click on the linked collection title and get a collection report just on that collection.

Q5: Granularity of 'Export', where it should be applied in collection activity?

• Remove the 'Export' button on top of the mock-up, add two 'Export' options in the 'Views' and 'Downloads' sections.

Q6: How user can access the Work report?

• Put the Report button next to Analytics on the show page of the Work

Q7: What Users should include?

• Users will have some distinction between self depositors and visitor (two classes of users). Gary Geisler will try to figure out how to separate them.