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Project Updates for Sustainability iCAP Portal

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  1. iCAP Portal Admin Meeting - May 8, 2026

    Associated Project(s): 

    Attendees

    • Michael McKelvey
    • Quinn Connolly
    • Sarthak Prasad
    • Paul Foote
    • Christina Tran
    • Miriam Keep

    Discussion

    • Next MOU
      • F&S and iSEE have multiple talks next week
      • Paul will try to discuss with Student Services as well
    • Discussed differing roles of iCAP Portal and other sites w/sustainability info (e.g. iSEE, Bike @ Illinois)
      • Level of detail
      • Reporting about both current and past programs (transparency, replication, data sharing)
    • Quinn: with each new iCAP, need to rework Project hierarchy
      • Keep old information available in archive site
      • Update objectives, goals to match current iCAP
    • Continue discussion from last meeting
      • Locations - do we need Room Number?
        • Quinn, Sarthak, and Michael agree we can remove Room Number; will bring up at next meeting
        • Paul and Miriam agree that room number could be removed
      • Video library - is it useful?
        • Quinn: see value in keeping it
        • Images: might be helpful to have both an image gallery (highly curated) and image library (all images)
  2. iCAP Portal Admin Meeting - April 27, 2026

    Associated Project(s): 

    Attendees

    • Michael McKelvey
    • Quinn Connolly
    • Sarthak Prasad
    • Paul Foote
    • Christina Tran
    • Miriam Keep

    Discussion

    • SSC files:
      • Sarthak recommends keeping the SSC files available on the site - useful for future submitters to find templates/examples
      • Paul: maybe move the old files to a separate archive site somewhere?
    • Evaluate whether we still need these fields:
      • Notes - does this actually get used?
        • Sarthak & Quinn: probably don't need it
        • Quinn: other approaches might be helpful, e.g. Flag for follow-up, task assignments
        • Miriam: vote to keep it; could be useful for documenting information like who to contact for updates, reminders for future
        • Paul: vote to keep it; helpful for documenting institutional memory, like information between staff members before they graduate and move on
      • Contacts section - do we need all these fields?
        • Miriam: often out-of-date
        • Quinn: recommend getting rid of Prior Contacts
        • Miriam & Quinn: recommend removing Project Leader, Team Members & Prior Contacts and just keeping Primary & add Secondary contact (including emails)
        • Sarthak: vote to remove Prior Contacts and keep Team Members - sometimes there are more than 2 team members; reason: give credit to the people involved
        • Miriam: don't see Portal as a log of who's been involved; hard to keep up-to-date; see this section primarily as a way of finding people to contact
        • Quinn: like the idea of the Team Members, but also recognize we need to be realistic about what we can actually keep up-to-date
        • Updating project info in Portal isn't as consistent as we'd like; we send out reminders periodically, but don't often get responses. Updates happen rather sporadically when we get info
        • Paul: this is good info to consider as we think through future of Portal management and updates. If we remove it, will past participants feel slighted?
        • Quinn: people are often listed elsewhere, e.g. Project Updates
        • Sarthak: listing only 1-2 people puts more burden on them for contacts than if we list the whole team
        • Paul: think we only need 1, maybe 2 people listed for purpose of contacting
      • Dates/Status section - do we need all the dates? Also, do we need Proposed By, Investigated By...?
        • Quinn: keep only Proposed By, Completed By, Cancelled By
        • Sarthak: agree; remove Investigated By, Approved By, maybe Started By
        • Sarthak: keep only Proposed/Founded By, Completed By, Cancelled By
        • Quinn: switch to a timeline? Add Description field to each section, Project Update lookup to (optionally) connect to the major update
      • Locations - do we need Room Number?
        • Quinn, Sarthak, and Michael agree we can remove Room Number; will bring up at next meeting on 5/8
        • (From discussion on 5/8) Paul and Miriam agree that room number could be removed
      • Video library - is it useful?
        • (From discussion on 5/8) Quinn: see value in keeping it
        • (From discussion on 5/8) Images: might be helpful to have both an image gallery (highly curated) and image library (all images)
    • Dark mode is here!! (with some peculiarities to be resolved)
  3. iCAP Portal Admin Meeting - April 10, 2026

    Associated Project(s): 

    Discussion

    • Sandbox site
      • Ready for Quinn to start adding content, working out some kinks
      • Still needs plenty of work to get things displaying correctly
      • Better page building options in new site; see Illinois Drupal Framework for more info, especially Paragraphs section.
      • Opportunity to rethink display of anything we'd like to change
    • SSC Projects
      • ✅ Add field: Project outcomes

    Michael & Quinn discussion

    • Evaluate whether we still need these fields:
      • Notes - does this actually get used?
      • Contacts section - do we need all these fields?
      • Dates/Status section - do we need all the dates? Also, do we need Proposed By, Investigated By...?
      • Locations - do we need Room Number?
      • Video library - is it useful?
  4. iCAP Portal Admin Meeting - March 13, 2026

    Associated Project(s): 

    Discussion

    • Migrate to new domain, e.g. icap.illinois.edu?
      • Michael will submit request
      • Will reach out to Miriam and/or Paul with any questions
    • Displaying 2026 iCAP objectives and related initiatives
      • Decided to only migrate over content we actually want to keep public; archive the rest
      • Focus on projects in 2026 iCAP
      • Quinn can help review content as we migrate to new site
      • Migrate over spring/fall, with goal of Fall 2026 relaunch
      • For iCAP Objectives w/o metrics, add checklists and show progress bar on dashboard

    TODOs

    • Michael will get new site template ready for adding content, will reach out to group when it's ready to use
  5. iCAP Portal Admin Meeting - March 2, 2026

    Associated Project(s): 

    Agenda

    • Migrating from Google Maps to Mapbox after incurring charges last month
    • Power BI charts discussion continuation

    Discussion

    • Migrating from Google Maps to Mapbox
    • Power BI charts discussion continuation
      • Example Power BI embed (still a work in progress)
      • Power BI only supports embedding entire project, not individual sub-pages. Options:
        • ✅ Create separate report for each metric graph (i.e. each individual bicycle & pedestrian counter + summary report for each type of counter)
        • ❌ Create page in report for each counter location; start each embed on corresponding page (users can switch pages - may be confusing)
      • Question: do we need individual reports for each bike/pedestrian counter location, or is summary report for each sufficient?
        • Summary report for each is enough - we can cut out dozens of individual metrics! 🥳

    TODOs

    • Maps:
      • Finish migrating to Mapbox
      • Investigate adding full-screen button
      • Investigate custom layer settings hiding various places of interest like businesses, attractions, parks, places of worship, and medical facilities)
      • Investigate adding Map vs. Satellite switcher
    • Power BI:
      • Investigate making charts responsive
      • Create Bicycle Counter report with all bicycle counter data sources
      • Create Pedestrian Counter report with all pedestrian counter data sources
      • Add "Get Data" link to metrics to link to CSV(s) for a given report
  6. iCAP Portal Admin Meeting - February 13, 2026

    Associated Project(s): 

    Agenda

    • Update: Quinn cleaned up permissions for a number of old users! 🥳
    • Metric graphs - testing out PowerBI
    • Long text field formatting - should we slim down the allowed formatting options?

    Discussion

    • Metric graphs - Michael demonstrated a sample Power BI visualization pulling data from CSV files in our Teams channel.
    • Long text field formatting
      • Decided to slim down formatting options for consistency and simplicity
      • Clarification on decision not to share emails
        • Don't post private emails/correspondence - can post summary of decisions
        • Ok to post public emails
        • Not just posting link because links break over time
        • Future discussion: what should/shouldn't be posted in iCAP Portal; make decision tree & guidelines for Project info & Project Updates

    TODOs

    • Michael will continue investigating Power BI for charts
    • Discussion for next meeting: clarify what types of things should/shouldn't be posted in iCAP Portal; make decision tree & guidelines for Project info & Project Updates
  7. iCAP Portal Admin Meeting - January 26, 2026

    Associated Project(s): 

    Agenda

    Discussion

    • Removing inactive users
    • Metric graphs

    TODOs

    • Fix Quinn's permissions for People page
    • Test out Power BI for visualization
  8. iCAP Portal Admin Meeting - January 9, 2025

    Associated Project(s): 

    Agenda

    Discussion

    • Metric review
      • [Quinn] New metric types: pie chart and stacked bar chart
      • [Sarthak] New metric display type: line chart
      • [Quinn] New metric grouping idea: display related metrics on a map w/links to each metric
        • Pedestrian/Bike counts
        • Solar, EV charging stations
        • [Michael] this could be part of a planned expansion of metric displays - pull data from multiple other metrics into a combined display (e.g. points on map, stacked bar chart, multiple lines on line chart, summation of data with matching locations on x-axis)
      • [Quinn] Some metrics already have visualizations elsewhere (e.g. pollinator areas, energy dashboard project) - just link to them instead?
        • [Michael] Broader question: should we consider using a different system for creating the visualizations (e.g. PowerBI, Tableau) and just embed them like we do videos?
        • Worth investigating - Michael will look into price/licensing, entry methods, display methods
      • [Quinn] Delete/Archive old metrics
        • Delete: recommend doing this before migration
        • Archive: save the data, decide later how to display it (e.g. CSV file linked from We've Got Data page), then delete metric
      • [Miriam] There is a lot of data that needs to be collected and shared out in other places, e.g. AASHE STARS reports, the SIMAP greenhouse gas inventory, etc. I would recommend we avoid duplicating data points on the portal as much as possible, except maybe for key data points that are very important to highlight. We can point users to other places data is tracked on the “We’ve Got Data” page.
        • Group generally agreed on reducing duplication of data entry
      • [Miriam] All metrics need to have a clear definition that explains how they are measured and sourced. We should also have consistent and clear naming practices. 
        • Important for continuity
        • Metric naming - prioritize for Objectives
      • [Miriam] Distinguishing between metrics that are true metrics in the sense that they provide measures of success toward specific goals, versus other data we want to make available but are not performance measures (like the bike counts at specific locations).
        • Consider what to do with defunct metrics for past objectives
        • Display metrics by associated category, e.g. iCAP plans, bike plan, etc.
  9. iCAP Portal Admin Meeting - December 12, 2025

    Associated Project(s): 

    Agenda

    • Migration question: are revisions important?
    • Remaining duplicate locations to merge (see 2024-12-11 - List of doubled projects in iCAP Portal.docx)
    • (Continue discussion) Discuss metric naming convention - follow-up from Miriam & Morgan's discussion
    • (Continue discussion) New iCAP Team
    • Question from Miriam: creating accessible meeting notes - templates, resources, etc.?

    Discussion

    • Migration question: are revisions important?
      • Ok to eschew revisions in migration
    • Remaining duplicate locations to merge
    • Discuss metric naming convention
      • Review and remove old, unused metrics
      • Review titles of remaining metrics for consistency (different naming conventions for past iCAP eras)
      • Michael will export CSV of all metrics
      • Quinn will review over the break and bring suggestions for changes
    • New iCAP Team (Sustainable Buildings) being formed - discuss what that looks like on the iCAP Portal
      • Wait for official 2026 iCAP to be released to create new group in iCAP Portal
    • Creating accessible meeting notes:
      • Check out learning resources on the Digital Accessibility site:
      • Check out CITL's Accessibility Training Opportunities – you can attend workshops to learn about document accessibility and/or watch videos from past workshops
      • Check out Accessibility Resources by role (e.g. developer, designer, content creator) for checklists and guidelines
      • Try to avoid PDFs when possible, but when necessary, making your document accessible will mean your PDF will start out mostly accessible with only minor tweaks needed (or none, for simple documents)
  10. iCAP Portal Admin Meeting - November 14, 2025

    Associated Project(s): 

    Agenda

    Discussion

    • Christina shared the iCAP Portal mockup in Figma she's been working on
    • Accessibility:
    • Discuss 2025 Objectives dashboard (add in September, start displaying in October) - see "Adding Key Objectives" private file under Sustainability iCAP Portal project
      • Timeline moved back to spring 2025 to allow time for complete review. Hoping for Earth Day reveal.
    • [Moved to next meeting] Migration question: are revisions important?
    • [Moved to next meeting] Remaining duplicate locations to merge
    • [Moved to next meeting] Discuss metric naming convention
    • [Moved to next meeting] New iCAP Team (Sustainable Buildings) being formed - discuss what that looks like on the iCAP Portal
  11. iCAP Portal Admin Meeting - October 17, 2025

    Associated Project(s): 

    Agenda

    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:
    • [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
  12. iCAP Portal Migration discussion - September 23, 2025

    Associated Project(s): 

    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
  13. iCAP Portal Strategic discussion - September 16, 2025

    Associated Project(s): 

    Attendees: Tiffany Jolley, Elizabeth Murphy, Miriam Keep, Morgan White, Christina Tran, Michael McKelvey

    Discussion

    • Discuss strategic plan for iCAP Portal content (as opposed to day-to-day discussions)
    • How do we move forward into new branding?
    • Discussed public vs. private information.
    • Discussed iSEE and F&S roles
    • Discussed Christina's power user card sorting activity - scheduled a meeting for a card sorting activity
    • Discussed Google Analytics - Michael added Tiffany to iCAP Portal's Google Analytics
  14. iCAP Portal Admin Meeting - September 16, 2025

    Associated Project(s): 

    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
  15. iCAP Portal Admin Meeting - August 8, 2025

    Associated Project(s): 

    Agenda

    • Discuss items remaining from last meeting

    Discussion

    • Discuss metric naming convention (see Discussion about Metrics - May 19, 2025)
      • Discuss at a future meeting
    • Finalize plans for removing national research programs from Projects listing
      • Not being kept up-to-date in the way we'd originally hoped
      • Who (if anyone) should we talk to before removing the national research programs?
      • Don't need to prioritize removing them before the site migration
    • Discuss 2025 Objectives dashboard (add in September, start displaying in October) - see "Adding Key Objectives" private file under Sustainability iCAP Portal project
      • Discuss at a future meeting
    • New iCAP Team (Sustainable Buildings) being formed - discuss what that looks like on the iCAP Portal
      • Miriam votes for making Sustainable Buildings a theme; Sarthak agrees
      • Didn't finish discussion - morphed into discussion of navigation menu options in new Illinois theme
    • New website main nav menu
      • Objectives, Projects, Metrics, About, SSC Projects?

    TODOs

    • Keep graph updates on todo list
    • At next meeting, discuss new site:
      • Main navigation menu
      • Information structure
      • Section naming
      • Content editing
    • Michael will set up a new sandbox for the group to test out the new system
  16. iCAP Portal Admin Meeting - July 11, 2025

    Associated Project(s): 

    Agenda

    • Michael's updates
      • Stripped out HTML from ALL project update teasers (homepage, Project pages, Theme pages, Place pages, Collection pages, Key Objective pages)
      • Added expand/collapse to Recommendations listing on Project pages for listings with 4+ items
      • Here are a couple options for differentiating subject lines for iCAP Portal suggestions:
        • Use submission ID, e.g. "iCAP Portal Suggestion (ID #181)" <-- Decided to use ID
        • Use Subject / Project Name field, e.g. "iCAP Portal Suggestion: Campus-wide Solar Panel Installation"

    Discussion

    • [Quinn] Project pages for directing users to the many available data sources on the iCAP portal (e.g. Public Data for Independent Research)
      • Discussed pros & cons of Basic Page vs. Project vs. another approach
      • This could be part of a larger Getting Started section to provide guidance to new visitors
      • Decided to leave this page as a Project for now; may revisit in the future
    • For next meeting:
      • Discuss metric naming convention (see Discussion about Metrics - May 19, 2025)
      • Finalize plans for removing national research programs from Projects listing
      • Discuss 2025 Objectives dashboard (add in September, start displaying in October) - see "Adding Key Objectives" private file under Sustainability iCAP Portal project
      • New iCAP Team (Sustainable Buildings) being formed - discuss what that looks like on the iCAP Portal

    TODOs

    • ✅ Replace map link on homepage with link to "Resources for Independent Research" or "We've got data!"
    • ✅ Update suggestion email subject line
    • ✅ Find out if we can add administrative field to mark who responded to a Suggestion
  17. iCAP Portal Admin Meeting - June 13, 2025

    Associated Project(s): 

    Agenda

    • Celebrations
    • 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.
    • National Research Programs analytics
    • 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

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