1. Ocean Observatories Initiative R2 User Training (Beta) - Session II May 2, 2013 1 ION R2 User Training on the Beta System Session II - System Orientation Lynn Morgan CI User Engagement

2. R2 User Training (Beta) - Session II May 2, 2013 2 Agenda Current System – Highlighting Changes o New Dashboard Functionality o Search & Vocabulary changes Related User Documentation Resources Reporting Issues Training Session Status Preload System Orientation of ION o Functionality o Initial Interacting with Data, Graphs & Downloads

3. R2 User Training (Beta) - Session II May 2, 2013 Current System – Highlighting Changes http://ion-beta.oceanobservatories.org/ Dashboard Map View – Geographic Browse to ION Resources Resources View – Folder-type Browsing to ION Resources Text (Simple) Search Use words & phrases with simple tools for searching Advanced Search Use geographic, depth, date/time bounds along with search criteria for more specific searching Vocabulary Adjustments Most names appear in readable human terms (SAF) 3

4. R2 User Training (Beta) - Session II May 2, 2013 New Geographic, Location, & Temporal Terms Site An ION Site is a contiguous geographic region over which a set of related stations operation. Sites have an assigned geographic area, which is indicated in its name, for instance, Coastal Endurance Oregon Inshore or Coastal Endurance Oregon Offshore. Station An ION Station is the location of a particular top-level platform (e.g., a CG mooring or an RSN node). The type of platform that operates there is part of the Station specification, but the actual device can change over time. Instrument or Platform Portal The location that an instrument or sub-platform is connected to on a platform or station. The type of instrument or platform that operates there is part of the Portal specification, but the actual device can change over time. Deployment Assignment of a particular top-level platform to a Station for a period of time. 4

5. R2 User Training (Beta) - Session II May 2, 2013 Note Preload is still not fully integrated The use of the demonstration facility, site, and platforms is a way to expose connections until preload is fully integrated. Issues/Questions tracked in Jira w/ beta_training_label Outstanding Bugs Reported o Role/Access Issues o Advanced Search Issues Questions to be addressed 5

6. R2 User Training (Beta) - Session II May 2, 2013 User Documentation An Introduction to ION https://confluence.oceanobservatories.org/display/CIUserDoc/An+Introduction+to+ION Tour the ION Interface https://confluence.oceanobservatories.org/display/CIUserDoc/Tour+the+ION+Interface Searching* https://confluence.oceanobservatories.org/display/CIUserDoc/Searching Browsing & Navigating* https://confluence.oceanobservatories.org/display/CIUserDoc/Browsing+and+Navigating Sorting & Filtering* https://confluence.oceanobservatories.org/display/CIUserDoc/Sorting+and+Filtering Interact with & Download Data* https://confluence.oceanobservatories.org/display/CIUserDoc/Interact+with+Data+View https://confluence.oceanobservatories.org/display/CIUserDoc/Download+Data Preloaded (SAF) Resources https://confluence.oceanobservatories.org/display/CIUserDoc/Preloaded Resources * Steps outlined on these pages walk user through functionality 6

7. R2 User Training (Beta) - Session II May 2, 2013 Reporting Issues Use the Report Issue button at the top right of screens o It automatically opens an email window with pre- populated information from the system. Or email helpdesk@oceanobservatories.org directlyhelpdesk@oceanobservatories.org Either way a Jira ticket is created, note that o Subject line is Title of ticket o Body of email is Description of ticket o Attachments are associated with ticket o Should receive a confirmation of ticket and that they can then "reply" to that email thread to further communicate about issue. Need immediate assistance, call Lynn 206-734-5129. 7

8. R2 User Training (Beta) - Session II May 2, 2013 User Training Sessions Completed Session I – Roles, Policies, & Access Session II – System Orientation & the New Dashboard Being planned with individual IOs (hands-on?) Session III – Instrument Testing & Operation Session IV – Platform Testing, Deployment, & Operation Session V – Status, Alerts, & Notifications Group webexes to be planned Session VI – Data Product Management (schedule date?) Session VII – tentatively planned, to be user need based Production System Training, open to wider audience 8

9. R2 User Training (Beta) - Session II May 2, 2013 ION Functionality - continued Preload discussed http://ion-beta.oceanobservatories.org/ Additional dashboard navigating & browsing per user interest o Include sorting & filtering Additional searching per user interest o Include sorting & filtering Interacting with Data Downloading Data 9