Agenda

• New SSC Project feature in development - link multi-semester projects together. See examples on staging site:
  • Wymer Hall Geothermal Part 1
  • Part 2 Wymer Hall Geo-Thermal
  • Part 3 Wymer Hall Geothermal
• Added map embed code below Theme maps and Collection maps, e.g.:
  • Energy theme
  • Bicycle Related Projects
• Next steps from strategic discussion on October 8
• Discuss sending message to current iCAP Portal users
• Discuss metric naming convention
• Discuss 2025 Objectives dashboard
• (Continue discussion) New iCAP Team

Discussion

• Next steps from strategic discussion
  • We'll review what Christina sent and circle back next week
• Discuss sending message to current iCAP Portal users informing them to avoid posting emails on the iCAP Portal
  • Summarizing email communications is ok, but don't copy-and-paste and don't include email addresses
  • Define "current users" - e.g. accounts created in past few months + anyone who's made an iCAP Portal addition or edit since the beginning of the calendar year?
    • This is part of a larger user permissions review
  • Send email through website or manually?
    • Send emails manually to various groups (e.g. iCAP Clerks, iCAP Working Groups)
• Discuss metric naming convention (see Discussion about Metrics - May 19, 2025)
  • Morgan has asked Avni to remove objective numbers from beginning of Metric names
  • Still need to come up with naming protocol - Miriam and Morgan to discuss
• Research programs restructuring/archiving completed!
• Michael shared some accessibility resources:
  • Accessibility Checklist for Content Creators.docx
  • Digital Accessibility website has resources for getting started with accessibility
• [Moved to next meeting] Discuss 2025 Objectives dashboard (add in September, start displaying in October) - see "Adding Key Objectives" private file under Sustainability iCAP Portal project
• [Moved to next meeting] (Continue discussion) New iCAP Team (Sustainable Buildings) being formed - discuss what that looks like on the iCAP Portal

TODOs

• TBD

Attendees: Quinn Connolly, Sarthak Prasad, Miriam Keep, Morgan White, Christina Tran, Michael McKelvey

Discussion

• Discussed card sorting activity
  • Mainly figuring out the structure of the site
  • Granularity - not at the level of Project page layout, more site navigation structure
  • What to keep / not keep - what shows publicly and how do we vet that? What milestones do we post/publish?
• Discussed migration process
  • May wish to auto-hide everything by default, then go through and review items for public display (Projects, Project Updates)
  • Make sure embed code URLs don't change!
  • Will try to keep URLs the same as much as possible to avoid dead links
  • Transition from old site to new site should be seamless - will forward old domain to new domain once ready to go live

Agenda

• Discuss webform roles
• Discuss sending message to current iCAP Portal users
• Discuss Christina's navigation menu options
• Discuss items remaining from last meeting

Discussion

• Discuss webform roles (e.g. Suggestions)
  • Roles which should have edit access: (iCAP Admins, iCAP Moderators, iCAP Reviewers, iCAP Clerks?)
  • Roles which should have delete access: (iCAP Admins, iCAP Moderators, iCAP Reviewers, iCAP Clerks?)
• Discuss sending message to current iCAP Portal users informing them to avoid posting emails on the iCAP Portal
  • Define "current users" - e.g. accounts created in past few months + anyone who's made an iCAP Portal addition or edit since the beginning of the calendar year?
  • Send email through website or manually?
• Navigation menu options Christina shared via email:
  • Content Audit: With this method, I will take inventory of all of iCAP's content types, map how they are currently being used, and suggest a navigation structure based off of my findings. Then, we can review my suggestions as a group!
  • Power User Card-Sorting Workshop: I will set up an online workspace with a list of cards and facilitate a 30-60 minute session for this group to collaboratively organize these cards into categories. The cards will list out all of the iCAP portal's content, but the during the session we can also create new cards if we want to merge or redefine content types/categories.
  • Public User Card-Sorting: I will set up a number of online card-sorting workspaces with instructions to send out to public users. Each public user will organize the cards in a way that makes the most sense to them. Then, I will review their feedback and present a recommended navigation structure based on the public's input.
  • Review Quinn's Recommended Navigation: Since Quinn is already a power user, her ideas are a great starting point! I can review her recommended navigation structure and see if I have any further suggestions based on usability guidelines. I can also facilitate a discussion for this group to review Quinn's ideas, make suggestions, incorporate feedback, and go from there.
• Discuss metric naming convention (see Discussion about Metrics - May 19, 2025)
• Discuss 2025 Objectives dashboard (add in September, start displaying in October) - see "Adding Key Objectives" private file under Sustainability iCAP Portal project
• (Continue discussion) New iCAP Team (Sustainable Buildings) being formed - discuss what that looks like on the iCAP Portal

TODOs

• TBD

Agenda

• Celebrations
  • Michael's cousin is opening a cat + board game cafe next Wednesday, June 18! (photos on Instagram)
  • Pollinator Week C-U is next week!
• Michael's updates
  • Recommendation pages: changed sort order for Recommendation Updates
    • Old sort order: Applicable Date (descending), Created Date (descending)
    • New sort order:Applicable Date (descending), Status (by its order in the dropdown listing, descending)
  • Project pages: column widths issue
    • When project update contains an element with a fixed width larger than the column, it was causing the left sidebar to expand to fill as much space as possible. Fixed by setting maximum column widths.
    • Follow-up question: should we strip formatting from project update teasers? Since they're often copy-and-pasted from elsewhere, they tend to bring in their own formatting, which can sometimes look strange.
      • Example: University Guiding Principles project update has no content because its 250 characters are eaten up by HTML tags before reaching any actual content
      • Example: President's Strategic Framework has same issue as prior example for first project update, then custom formatting in second example
      • Possible solution: on staging site, I've stripped out most HTML in project update teasers on project pages. It's not perfect, but might be an improvement...
        • University Guiding Principles (Staging)
        • President's Strategic Framework (Staging)
• National Research Programs analytics
  • Over the past year, the National Research Programs project and its 144 descendants have been visited during 2,094 user sessions out of 135,592 total user sessions (approximately 1.5%)
  • Google Analytics exploration: National Research Programs visits past year
• Discussion about Recommendations - May 19, 2025
  • See notes for updates
• Discussion about Metrics - May 19, 2025
  • See notes for updates
  • Discuss metric naming convention

Discussion

• Project Update teasers
  • Let's strip out HTML from project update teasers
  • How does it impact embedding project updates?
    • Won't impact them - their Project Update descriptions are defined separately
• Recommendations on Project pages
  • Decided to make each Recommendation's title a link
  • Decided to remove the table of Recommendation Updates for now
  • Will consider whether to display the Recommendation titles & statuses in a table - current list is clean, but table would be good for quickly identifying the statuses of the various projects
• Discuss metric naming convention [deferred to next meeting]

TODOs

• ✅ Strip out HTML from ALL project update teasers
• ✅ Add expand/collapse to Recommendations listing on Project pages

Agenda

• Michael's updates
  • Featured Projects:
    • Stopped wrapping text below image
    • Stripped formatting from text (links, bold, & italics still permitted)
  • Updated "Add Project Update" links on Project Header Layout projects to auto-fill current project
  • Project Updates listings: descriptions expand/collapse at 500 characters
  • Recommendation pages:
    • Show most recent status prominently
    • Description field: "Original Recommendation" heading
    • Move Supplanted By box up to second position, right after iCAP Team
  • Places: most duplicates merged; a few questions arose (see attached file):
    • Architectural annex
    • Fire Institute
    • Vet Med Building
  • Recommendation Updates:
    • Default to sorting by Recommendation Title
    • Also added Update Title and Update Date as sort options
    • Added Update Date column
  • Updated SSC link on iCAP Portal homepage to go to SSC Projects page
• [DEFER TO NEXT TIME] Google Analytics numbers drop
  • Steeper than others have experienced
  • Probably some combination of less traffic and old analytics possibly not excluding bots/crawlers as effectively
• [DEFER TO NEXT TIME] Discussion of how to handle projects with large numbers of metrics (see notes from Sarthak & Michael's discussion)

Discussion

• Helen: is the new SSC Projects structure available to the public yet?
  • Michael: yes, homepage now links to new SSC Projects
  • TODO: have a discussion with SSC folks (Sheri, Helen, others?) about SSC / iCAP Portal connections (Morgan will reach out to Sheri)
• [DEFER TO NEXT TIME] Google Analytics numbers drop
• [DEFER TO NEXT TIME] Discussion of how to handle projects with large numbers of metrics

TODOs

• Project Updates listings:
  • Can we have an "expand all" link at the top?
  • ✅ Change cutoff to 750 characters
  • ✅ Project Updates for individual projects: use expand/collapse
• ✅ Recommendations:
  • ✅ Change "Status" to "Current Status"
• Places:
  • FSI:
    • Associate Lighting Retrofit #5 w/IFSI location
    • Remove FSI individual buildings
  • Architecture Annex:
    • ✅ Combine duplicate Architecture Annex places
    • Decide whether to combine Art East Annex- Studio 1 and Art Annex #2
  • Vet Med:
    • Have an F&S student review the various Vet Med related buildings to determine which should be kept and where the markers should be (see this search of Places for 'vet')
  • Morgan: should we use ArcGIS instead of Google Maps on our site?