1. Aggregated Layouts Michael Ivanov, Justin Tilton instructional media + magic, inc.

2. instructional media + magic Overview Introduction Why Aggregated Layouts The "User Layout" Fragments Restrictions The Technical Approach The Graphical User Interface "Integrated Modes"

3. Why Aggregated Layouts…

4. instructional media + magic Everyone has content… The Governing Body - The State, County, District The Institutions – Universities, Colleges, Schools… The Schools – School of Medicine, School of… The Departments – Sociology, Psychology… The Users – Student, Faculty, Staff… The Campus Services – Library, Financial Aid… The Faculty – as related to student users

5. instructional media + magic The Governing Body Has information about: Members Meetings Bylaws Events Policies Budgets Directories Services Policies Directory Services Members Meetings Events Using the Tab & Column visual metaphor

6. instructional media + magic The Institutional System Has information about: Campuses Academic Programs Research Libraries News The System Research Campus Info Programs Libraries Search All Libraries

7. instructional media + magic The Institution Has information for: Prospective Students Current Students Faculty Staff Visitors Content such as: Admissions information eTranscripts Online gradebook Policies and procedures Campus events Directions/ Campus Map Online gradebook Institution Research Academics About Admissions Calendar Events

8. instructional media + magic A School in the institution Has information about: Admissions Programs Calendar Faculty & Research Career Management Directions/ Campus Map School of … Admissions Programs Academic Calendar Research News Faculty

9. instructional media + magic A department Has information about: Faculty Information Bios, Office Hours Program Information Career Tracks Seminars Calendar Directions/ Campus Map Department of … Alumni Endorsements Careers Faculty Info Programs Calendar Seminars

10. instructional media + magic A Faculty Member by Class Has information about: General Information Bio, Hours, Contact Syllabus Shared Files Student Reviews Threaded discussions Group Chats Enrolled Students List Opt-in Past Enrolled Group Chats Professor … Enrolled Students Virtual HD General Info Syllabus Past Enrolled Course Reviews

11. instructional media + magic Campus Services Has information about: Libraries Financial Aid Housing Health Services Legal Services School Paper Book Store Career Services Clubs Commons School Newspaper Legal Services Health Services Financial Aid Counseling Scholarships Current Aid Grant Search Career Center Book Store

12. instructional media + magic The User Wants to subscribe to: Weather News Arts & Entertainment Traffic Online Games Email Groups Calendar Online Invitation Instant Message Theater Search Groups Calendar myTabs Traffic Email Weather Instant Message Driving Directions Game

13. instructional media + magic What is Aggregated Layout? The experience constructed for the end user by the implementers/administrators of the portal combined with the end user's customized content A system for constructing, managing, and administering grouped content, such that the presence and level of visibility of this content is guaranteed to appear in a users layout A system to allow users to self select grouped content to appear in their layout

14. instructional media + magic A snapshot of the hierarchy Governing Body Institutions Schools Departments User Faculty

15. instructional media + magic The content path to the user Governing Body Institutions Schools Departments User Faculty

16. instructional media + magic Aggregation of content (Pushed) A users layout being constructed from pre-defined fragments

17. instructional media + magic Subscribable Groupings (Pulled) Health & Legal Services Column Tab by Faculty and course Departmental Calendar and Events Column User adding content that has been grouped by content administrators

18. instructional media + magic Some terms… Pushed Content The prearranged incorporation and updating of content in a user's uPortal Layout Pulled Content Self selected incorporation of content (including content fragments) into a users personal layout Propagate Spread or extend to users of the system

19. instructional media + magic Why Aggregated Layouts? To allow the construction of groupings of content (Layout Fragments) To allow modification to Layout Fragments that can be either propagated to the subscribed users of that content, or pushed to a specified set of users To allow the control of Layout Fragments Where do the fragments appear in the layout What restrictions are placed on the manipulation of the content by the user, etc… To provide access control Who can manage fragments, who can author them, who can subscribe to them

20. instructional media + magic Some more terms… User Layout An XML document representing the abstract structure of the content to be presented to a user Layout Fragment An XML fragment representing a grouping of content Fragment attachment point The node in the User Layout where a Layout Fragment is attached Restriction (examples) Depth greater than one (in a tab/column layout this would ensure that the node would not be a tab) Parent priority > 12 (sets the level of visibility)

21. instructional media + magic Some more terms… CFA's Content Fragment Administrators - Groups assigned permission to create content fragments CFA Modifications Modifications made to the fragment that is propagated to all of the users who have that fragment Personal Modifications Modifications made by the end user that only affect their own personal layout

22. instructional media + magic Simplified User Layout

23. instructional media + magic Simplified User Layout Channel Folder User Layout

24. instructional media + magic Two Simplified Layout Fragments

25. instructional media + magic Fragment Attachment Point Layout FragmentUser Layout

26. instructional media + magic Fragment Attachment Point Layout FragmentUser Layout

27. instructional media + magic Fragment Priority (sibling axis) Layout FragmentUser Layout Priority 4052 0

28. instructional media + magic Fragment Priority (sibling axis) Layout Fragment User Layout 5320 Priority

29. instructional media + magic 1 2 3 Fragment Depth Layout FragmentUser Layout Depth

30. instructional media + magic Fragment Depth Layout FragmentUser Layout Depth 1 2 3

31. instructional media + magic Process Overview Permissions assignment Über Administrator creates Content Fragment Administrators (CFA's) by assigning this right to a group Über Administrator assigns Priority Domains to CFA's Fragment Construction CFA's construct fragments and assign priority ranges to the content on each fragment CFA's decide which groups to push content to, and which groups will be allowed to pull content into their layout Layout Assembly Business rules are applied to assemble layouts for each end user Layout Management Users manage layouts according to assigned restrictions

32. instructional media + magic Process Illustration… Assume: The portal has been implemented at the top level by the University of Santa Maria Sally Smith is the Über Administrator Sally creates the following groups: Chancellors Office, Department, Faculty, Teachers Assistant, All Users Sally assigns rights to each of the groups, except "All Users", to become Content Fragment Administrators Sally assigns a priority domain for each group Bob is the end user

33. instructional media + magic The Path to the User… Bob University of Santa Maria Chemistry DepartmentBiology Department Jill Jones CHEM 113 Jon Deats BIO 180 Jan Tanner BIO 211 Sam Kandu BIO 224 Sally Smith

34. instructional media + magic Permissions Assignment Sally must decide on: The groups to create to be given Content Fragment Administrator rights The priority domains to apply to each group A permission scheme/control level High: Only Content Fragment Administrators are allowed to modify fragments. Users cannot modify content of fragments. Medium: CFA's and users are allowed to modify content, but users may only make modifications within the scope of the fragment. Low: CFA's and users are allowed to make unlimited changes within the scope of the restrictions placed on individual elements of content.

35. instructional media + magic Permissions Assignment What priorities might look like for Sally Smith Aggregated Layout Manager Chancellors Office Department Faculty Priority :: Depth :: Advanced Restrictions Teachers Assistant All Users

36. instructional media + magic Priority Range Assignment Total priority range assignable by Über Administrator Priority range allowed to be assigned to content fragments created by Teachers Assistants

37. instructional media + magic Permissions Assignment If Sally selected the Department Group Aggregated Layout Manager Department Priority :: Depth :: Advanced Restrictions Priority: Groups:Administer -Sally Smith, Department

38. instructional media + magic Fragment Construction Jan Tanner now has her Content Fragment Administrator privileges and she wants to start constructing fragments.

39. instructional media + magic Fragment Construction After selecting a fragment type, she adds content and sets restrictions

40. instructional media + magic Fragment Construction Priority range determines the mobility of the content, and priority value (a number calculated by Aggregated Layouts) is used to determine the position of content in the layout Layout Fragment User Layout 5320 Priority range= 0-4 Priority value= 3

41. instructional media + magic Some more terms… Unremovable A restriction placed on an element of content (such as a channel or column or tab) such that the content cannot be deleted from the layout. This restriction does not limit movement of content. Immutable A restriction placed on an element of content (such as a channel or column or tab) such that the content cannot be moved within the layout. Hidden A restriction placed on an element of content (such as a channel or column or tab) such that the content is not visible within the layout.

42. instructional media + magic Fragment Construction Controls

43. instructional media + magic Fragment Subscription If a user is a member of a group allowed to subscribe to a fragment, then that fragment will appear during user preferences - subscription

44. instructional media + magic Technical Approach Define a system of restrictions on the layout nodes Implement node operations (Move, Add, Delete, Update) Implement layout assembly operations A very complex recursive process Integrate user preferences as a mode of the Structure and Theme transformations New workflow – users choose content then place it based on restrictions Users not allowed to violate restrictions based on new workflow

45. instructional media + magic Pushed Fragment Properties

46. instructional media + magic Restrictions Restriction types Node properties Depth Priority Group membership Immutable, unremovable, hidden Node relations Child Parent Examples Priority in range (a,b) Parent belongs to group A Child immutable equals “true”

47. instructional media + magic Fragment Metadata

48. instructional media + magic Group Restrictions

49. instructional media + magic Attachment Point Restrictions

50. instructional media + magic Fragment Content Restrictions

51. instructional media + magic Node Operations Add node Check restrictions on parent node Immutable Child related restrictions Check restrictions on the new node Depth Parent related restrictions Priority (for sibling ordering) Check depth restrictions on the descendants of the node being added (if there are any) Add the new node

52. instructional media + magic Node Operations Move node Check restrictions on old parent node Immutable Check restrictions on new parent node Immutable Child related restrictions Check restrictions on the node being moved Depth Parent related restrictions Priority (for sibling ordering) Check depth restrictions on the descendants of the node being moved (if there are any) Move the node

53. instructional media + magic Node Operations Delete node Check restrictions on parent node Immutable Check restrictions on the node being deleted Unremovable Delete the node

54. instructional media + magic Node Operations Update node Check restrictions on current node Immutable is false Check restrictions on the parent Child related restrictions Check restrictions on the parent Parent related restrictions Check restrictions on the siblings Reorder based on the priority Update the node

55. instructional media + magic Layout Assembly Determine which fragments should be pushed to the user Perform node operations (add,move) for layout assembly Use “Add” operation to insert all fragments into the layout Use “Move” operation to restore local modifications of the fragments Resolve conflicts arising from restriction checks Example CFA reduced allowed priority range of the “library tab” and user’s tabs can no longer be moved in front of it

56. instructional media + magic Rendering Aggregated Layouts New "Integrated Modes" Structure and Theme Modes: Normal View Preferences View Fragment Construction View Removes Dependency on the "Preferences" channel Should make new structure development easier Standardized "Preferences" parameters Delete node, show move targets, move node, show add targets, etc…

57. instructional media + magic Guest user

58. instructional media + magic Design Considerations Font resizing in the browser Font size = 50% Font size = 750%

59. instructional media + magic Browser Compatibility

60. instructional media + magic Logged in…

61. instructional media + magic Preferences Mode

62. instructional media + magic Animated Marking Nodes

63. instructional media + magic Marking Nodes Where the marking nodes will appear is dependent upon the permissions of the user.

64. instructional media + magic Prefs with Fragment Permissions

65. instructional media + magic Select Fragment to Manage

66. instructional media + magic Manage Fragment

67. instructional media + magic Current Channel Subscribe Process 1. Choose the placement for a new channel. 2. Browse content by category 3. Browse content by name. 4. Add the new channel.

68. instructional media + magic The New Content Manager Opposite of the current method, adding new content starts with "what the user wants to add" instead of "where it will be positioned".

69. instructional media + magic The New Content Manager Metadata about the content helps the user to find channels or fragments to which they want to subscribe. Subscription parameters can be presented to the user (Language, Zip Code, etc)

70. instructional media + magic The New Content Manager Fragments are just content with multiple items, so they are treated the same as a channel by the content manager.

71. instructional media + magic Restriction based positioning

72. instructional media + magic Current vs. New Multiple steps from current subscribe combined together into one, with more information…

73. The End Michael Ivanov m v i @ i m m a g i c. c o m Justin Tilton j e t @ i m m a g i c. c o m

74. Possibilities for Enhancement

75. instructional media + magic Issues, Dilemmas, Ambiguities What happens when a user moves content into a fragment that is subsequently deleted? What happens when a user rearranges content on a fragment in their personal layout, then the fragment owner subsequently adds, deletes, or rearranges content? What happens when a user moves content out of a fragment into their personal content area, then that fragment is subsequently deleted?

76. instructional media + magic Process Illustration… Assume: The portal has been implemented at the top level by the University of Santa Maria Sally Smith is the Über Administrator Sally assigns restrictions/rights to the Chancellors office to become Content Fragment Administrators Sally assigns restrictions/rights to each of the departments of the university to become Content Fragment Administrators **The Chemistry and Biology Departments assign restrictions/rights to each of their faculty members to be Content Fragment Administrators (faculty inherit the restrictions originally applied to the department) Bob is the end user

77. instructional media + magic Permissions Assignment What priorities might look like for Sally Smith Aggregated Layout Manager Chancellors Office Jon Deats Chemistry Department Jill Jones Biology Department Jan Tanner Sam Kandu Priority :: Depth :: Advanced Restrictions

78. instructional media + magic Priority Range Assignment Aggregated Layout Manager Chancellors Office JonDeats Chemistry Department Jill Jones Biology Department Jan Tanner SamKandu Priority:: Depth :: Special Restrictions Total priority range assignable by Uber Administrator Priority range allowed to be assigned to content fragments created by the Biology Department Initial or default priority assignment applied to all content fragments created by Sam Kantank. Sam will be allowed to reset this value.

79. instructional media + magic Permissions Assignment If Sally selected the Chancellors Office Aggregated Layout Manager Chancellors Office Priority :: Depth :: Advanced Restrictions Priority: Depth: Note: at this depth, allowed to create – Tabs, Columns, & Channel Clusters Advanced:Parent restricted to - Top Level Groups:Administer -Sally Smith, Tom Hassleman

80. instructional media + magic Permissions Assignment If the Biology Department selected ALM channel Aggregated Layout Manager Jon Deats Biology Department Jan Tanner Sam Kandu Priority :: Depth :: Advanced Restrictions The Biology Department would not be able to reassign their own priority range, but they could reassign their default priority, and the priority ranges for each of the faculty member groups that they gave Content Fragment Administrator privileges.

81. instructional media + magic Fragment Construction Jan Tanner now has her Content Fragment Administrator privileges and she wants to start constructing fragments. Fragment Manager New :: Edit :: Delete Select a Fragment Type: TabColumnChannel Cluster

82. instructional media + magic Fragment Construction After selecting a fragment type, she adds content and sets restrictions Fragment Manager New :: Edit :: Delete Include this fragment in the follow groups layouts: Selected Groups: - BIO211:Jtanner - Jtanner Select Group Allow the follow groups to subscribe to this fragment: Selected Groups: - BIO211 - Biology Department Select Group

83. instructional media + magic Fragment Construction The restrictions below describe rules for content mobility Fragment Manager New :: Edit :: Delete Content and restrictions: Allow channels and columns to be relocated within the fragment Allow users to move personal channels and columns into this fragment Allow users to move fragment columns and channels out of the fragment and into their personal tabs

84. instructional media + magic Fragment Subscription If a user is a member of a group allowed to subscribe to a fragment, then that fragment will appear during user preferences - subscription User Preferences - New Content Channels: Dictionary.com Image of the day Salon.com Space.com Grouped Content: Bio224 Description: Bio224 is a Tab with two columns. The first column contains two channels: Syllabus and enrolled students. The second column contains: Calendar. This content was grouped by Professor Jan Tanner for use by students of her Biology 224 Course. AddCancel