1. Ocean Observatories Initiative R2.0 Beta Session 2 January 9, 2013 1 ION R2.0 Beta Test Session 2: Working with Marine Resources Susanne Jul, Lynn Morgan, Carolanne Fisher CI User Experience

2. R2.0 Beta Session 2 January 9, 2013 2 Agenda Introductions R2.0 Beta Test Objectives, Process and Structure Report-Back from Session 1: System Setup and Orientation Session 2: Working with Marine Resources

3. R2.0 Beta Session 2 January 9, 2013 3 Introductions 25 words or less o Name o Home institution o Physical location o OOI role 25 words or less o What do you want to get out of this?

4. R2.0 Beta Session 1 4 R2.0 Beta Test Objectives, Process and Structure

5. R2.0 Beta Session 2 January 9, 2013 5 R2.0 Beta Test Objectives Educate IO users about system capabilities and use Get user feedback and suggestions for improvements Conduct functional testing

6. R2.0 Beta Session 2 January 9, 2013 6 R2.0 Beta Test Sessions # Start Date Title Topics Covered 112/18/2012 Session 1 - R2.0 Beta Test - System Setup and Orientation Browser set up, user documentation, sign in, account creation 201/09/2013 Session 2 - R2.0 Beta Test - Working with Marine Resources OOI marine resource preload, commanding marine resource, resource status, event log, event notifications,user roles, access permissions 301/16/2013 Session 3 - R2.0 Beta Test - Working with Data OOI data product preload, interacting with charts, data visualizations, downloading data, attaching files 401/23/2013 Session 4 - R2.0 Beta Test - Observatory Management & Operations Request/grant roles and access permissions, lifecycle management, editing metadata, attributes and settings 501/30/2013 Session 5 - R2.0 Beta Test - Wrapup Content as needed.  Session topics adjusted with tester requests and system evolution

7. R2.0 Beta Session 2 January 9, 2013 7 R2.0 Beta Test Sessions # Start Date Title Topics Covered 112/18/2012 Session 1 - R2.0 Beta Test - System Setup and Orientation Browser set up, user documentation, sign in, account creation 201/09/2013 Session 2 - R2.0 Beta Test - Working with Marine Resources OOI marine resource preload, commanding marine resource, resource status, event log, event notifications,user roles, access permissions 301/16/2013 Session 3 - R2.0 Beta Test - Working with Data OOI data product preload, interacting with charts, data visualizations, downloading data, attaching files 401/23/2013 Session 4 - R2.0 Beta Test - Observatory Management & Operations Request/grant roles and access permissions, lifecycle management, editing metadata, attributes and settings 501/30/2013 Session 5 - R2.0 Beta Test - Wrapup Content as needed.  Session topics adjusted with tester requests and system evolution

8. R2.0 Beta Session 2 January 9, 2013 8 Session Cycle DayActivityDurationNotes Day 1 Wed BETA TESTERS Group Webex 1 hour Feedback about results and integration from prior Session Walkthrough of Session worksheet Day 1-3 Wed-Fri BETA TESTERS Self-administered testing Up to 3 hours Worksheet provided in Word Email back to CI Individual 15-30 minute debrief by phone Day 4-5 Mon-Tue CI Feedback analysis, bug fixes and comment integration 2 days  Session worksheet provided by email, also downloadable from Confluence

9. R2.0 Beta Session 2 January 9, 2013 9 Contact Information Confluence “CI User Engagement and Adoption” page Group email ionbetatester@lists.oceanobservatories.org CI Points of Contact o helpdesk@oceanobservatories.org helpdesk@oceanobservatories.org o Lynn Morgan (coordination and support) o Susanne Jul o Julie Thomas

10. R2.0 Beta Session 1 10 Report-Back Session 1: System Setup and Orientation

11. R2.0 Beta Session 2 January 9, 2013 Key Findings 93 issues reported from 9 testers ~> 68 unique issues collected 11 7 - Fixed Main stumbling block with Session 1 was logging in using a Google account when another Google account was already in use on the browser. 51 – Under Evaluation 10 - Known Issues All beta testers successfully o opened Beta System on Chrome, Mozilla, or Safari browsers o signed-in using the test account o created account

12. R2.0 Beta Session 2 January 9, 2013 Key Findings 93 issues reported from 9 testers ~> 68 unique issues collected 12 7 - Fixed Main stumbling block with Session 1 was logging in using a Google account when another Google account was already in use on the browser. 51 – Under Evaluation 10 - Known Issues All beta testers successfully o opened Beta System on Chrome, Mozilla, or Safari browsers o signed-in using the test account o created account

13. R2.0 Beta Session 2 January 9, 2013 13 Known Issues Text Search o Search box is in view but does not function correctly. Links from searches do not lead to resource pages. Action Menu o Two Action menus display o Use upper title bar menu, circled in blue below

14. R2.0 Beta Session 1 14 Session 2 Working with Marine Resources

15. R2.0 Beta Session 2 January 9, 2013 15 Session 2 Objectives Understand basic screen layout Browse and navigate Understand OOI resource preload Understand user settings, roles, and permissions Command a resource Subscribe to receive notifications about events

16. R2.0 Beta Session 2 January 9, 2013 16 Implementation Status Underlying system functional User Interface is evolving Worksheets point at functioning paths  Focus feedback on worksheet paths o Informational content o Obvious bugs o User documentation tinyurl.com/ciux- website

17. R2.0 Beta Session 2 January 9, 2013 17 Open Your Worksheets In your email On Confluence o R2.0 Beta Session Page (link in Webex chat window)

18. R2.0 Beta Session 2 January 9, 2013 18 OOI Resource Import and Mapping For more details see https://confluence.oceanobservatories.org/display/CIDev/ION+R2+OOI+Resource+Import The procedure of loading the ION Release 2 resources is based on the OOI SAF Instrument Application. The figure at right illustrates how SAF IA V2 concepts are mapped to ION Resource Types

19. R2.0 Beta Session 2 January 9, 2013 OOI resources pre-populated from SAF and other sources Planned marine assets Network configuration At present, Data Products are not loaded Deployment relationships are incomplete 19 OOI Resource Preload https://confluence.oceanobservatories.org/display/CIDev/ION+R2+OOI+Resource+Im port

20. R2.0 Beta Session 2 January 9, 2013 20 Timestamp Format Based on ISO Format: YYYY:MM:DDTHH:MM:SS.000Z On-screen Presentation for Readability: Use of space and punctuation 2013-01-04 20:15:05.326 Z Precision only to the extent needed for situation 2013-01-04 20:15 Z 2013-01-04

21. R2.0 Beta Session 2 January 9, 2013 21 Status Pages o Number of Help Tickets o Lifecycle State Indicators o Power o Communications o Data o Location Three Levels of Presentation o Summary Status o Overview Status o Detailed Status

22. R2.0 Beta Session 2 January 9, 2013 Status Pages Under development At present, look like poor version of Facepage Working from mockup (in worksheet) Provide comments on planned information content This is the information and default presentation you will have for the summer deployments – speak now! 22

23. R2.0 Beta Session 2 January 9, 2013 Status Pages Open Questions: Are these useful and the appropriate status indicators? Are there others? Are three levels of presentation enough? Too much? What types of information go in each level of presentation? 23

24. R2.0 Beta Session 2 January 9, 2013 24 Next Steps Fri 1/11, 6 pm PTWorksheets complete Wed 1/16, 1 pm PT Session 3: Working with Data o Text search o Subscribe to notifications o Data and data products o Attachments

25. Ocean Observatories Initiative