1. Welcome User Reference Kate Kaczmarczik and Brad Saffell Digital Measures

2. Topics Today Introduction to User Reference Value of User Reference Challenges Recent enhancements Configuration options

3. Introduction to User Reference User Selects Collaborator Gains Access to Record

4. Value of User Reference 1.Reduces redundant data entry 2.Enables identification and counts of unique activities 3.Provides a way to integrate supplemental information about collaborators into reports Example: Cross-discipline collaboration

5. Challenges Collaborators’ concerns with lack of control over their records Who can edit and needing to ask for changes Lack of notification and approval Editable Linked User Reference means sacrificing some unit customization Mixed usage across users limits value of benefit #2 Managing linked records as the faculty at your university come and go can be tricky Historically, the combination of User Reference and maiden/pen names wasn’t supported

6. Recent Enhancements Field is faster and easier to use! User Reference and Maiden/Pen Names work together

7. Priority: Give Faculty Full Control Configuration: Remove linking, keep User Reference field (Linking can be configured per screen) Pros: Users have full control over their records and what appears on their reports Units are not limited in customization Cons: Data entry burden increases Cannot identify unique collaborative activities across users

8. Priority: Editability for All Collaborators Configuration: Editable User Reference (Instrument-wide setting - applies to all screens with User Reference field) Pros: Get all 3 major benefits of the feature Reduce concerns about control over records Cons: Limits unit customization on subset of screens – all collaborators must see the exact same screen

9. Priorities: Reduce Data Entry and Preserve Unit Customization Configuration: Linked, Non-Editable User Reference Pros: Get all 3 major benefits of the feature Continue to customize by unit on screens with User Reference Cons: You face each of the challenges mentioned Non-record owners are more likely to create duplicate records Can’t have dueling unit customizations – record owner’s unit customizations win

10. What’s next for the feature? User Reference: User Notifications on Linked Records (2 pts) With this enhancement in place, a user would receive a notification whenever a record to which they have been linked is created or updated. User Reference: User Reference Linking Queue (6 pts) This enhancement would give users the ability to approve or reject records to which they have been linked before they can be included in their reports. You tell us!

11. Thank You Questions? Please feel free to contact us with follow-up questions: kkaczmarczik@digitalmeasures.com

12. Welcome Advanced Administrator Tools Hands On Sessions

13. Advanced Administrator Tools Today’s Topics Work Requests: Best Practices Heidi Blossy Custom Report Templates: Logic and Revisions Heidi Blossy Ad Hoc Reporting - Best Practices, Using for Importing Data, Exception Reporting and Full Text Search Nicole Farmer Data Imports: Instant Imports and How to Create an Import File Ryan McIntire Understanding Usage Statistics and Audit Logs Mark Talatzko & Kate Kaczmarczik User Reference Fields- Options, Pros and Cons Kate Kaczmarczik & Brad Saffell Questions for the presenters?

14. Advanced Administrator Tools Let’s break into small groups! Work Requests & Custom Report Templates Ad Hoc Reporting Data Imports Usage Statistics & Audit Logs User Reference