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2024-08-13 DAY ! TC F2F
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title2024-08015 DAY 3 TC F2F
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title2024-08-14 DAY 2 TC F2F
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title

THURSDAY
ATTENDEES: Wendy, Oliver, Jon, Darren, Jeremy, Dan

Thanks to Jon for replenishing various caffeine supplies.

Home page
https://144531336.hs-sites-eu1.com/en-us/

Editing page
https://app-eu1.hubspot.com/invite-user/2hS9GVzT8oBGMpNa?lang=en&via=link

Inventory of pages and status
https://docs.google.com/document/d/1DIPnvDMWo6SNxxf7bH4O5cwWCUWkrHL-aDlRNCqVM9M/edit?usp=sharing

Notes for editing guide:
From Website Pages
pulldown More tools [Advanced Menus]
Brings up Navigation menu

Select parent page and hover over white space at right of box to get Action icon
Click on Action

Settings
Change name and title
Update slug on URL to short meaningful NCNAME

Actions:

  • Remaining subpages for Learn DONE

  • Events - DONE

  • CDI review ticket - Jeremy DONE

  • Products have been moved DONE (down through product page - version pages being shifted to GitHub location)

  • Data cleaning on data driven pages DONE

  • Working group presentations to the web site from confluence DONE

  • Documents have all been moved (copied) DONE

  • Databases have been moved and now drive pages: Tools, Members, Contact (need review and pulling things together) DONE

  • Currently importing all announcements (can take 6+ hours) DONE

  • 4 automated build pipelines are now in doc.ddialliance.org (ddi-l 4.0, ddi-l 4.0 guidelines document, SDTL and CV) DONE

TO DO:

  • wlt - Correcting internal page links from new site to http://ddialliance.org site - Wendy will correct these this weekend DONE

  • Testing of new domain

  • Review organization/navigation and make known changes at least in Products (TC area)

  • Add link to Dan's site on doc.ddialliance.org for product content from the basic product page

  • wlt - Go through and change DDI-L to DDI-Lifecycle etc to be consistent (DDI-CDI, DDI-C, Disco, SDTL, XKOS) DONE

  • New site announcement to members/users (will complete closer to changeover date) - write Jared a newsletter piece on progress

  • Brand/style guidelines - including consistent navigation approach

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title2024-08-14 DAY 2 TC F2F

Wednesday
ATTENDEES: Wendy, Oliver, Jon, Darren, Jeremy, Dan

Thanks to Jon for replenishing various caffeine supplies.

  • Received quote from HubSpot and discussed with Jared.

  • Worked on issue #36 on DDI-L version 4.0 model, resolved all items in spreadsheet and entered in COGS

  • Approved and merged pull request in ddimodel

  • Met with Michael and Jared regarding HubSpot, DNS, and database content/usage. Resolved questions

  • Resolved some issues concerning HTML page of CVs to remove duplication

  • Exploring use of HubSpot features and how to do things like filters - identifying best approaches

  • Fixed misspelling of Abstract in DDI-L version 4.0 BETA2

Discussion

  • Where different doc types go? GitHub or S3

  • GitHub is easier to load, drag, and drop

  • Roadmap for moving from hand/semi-hand crafted to automated

  • Check with Deirdra on GitHub location

ACTIONS:

  • Jon is sending specific email Jared with link to product, quote, and reasoning. DONE

  • Dan will follow up with Jared regarding DNS zone change

  • Oliver will email Sanda with proposed solution including caveats for version info, and usage DONE

  • Write guidelines for updating web site using HubSpot

  • Thursday Darren will get some data cleaned and into tables DONE

  • Oliver will create a table of tools, members, publications DONE

  • Look at mail type functionality so that Jared can use it for targeted mailings DONE

FUTURE TO DO:

  • Review examples to make sure they are parsable - moving to GitHub will let us provide a validation process to make sure these are accurate

  • Profiles should be community generated but will need in various languages - recommended ways to express profiles

  • ICPSR metadata with a JSON schema (look at this to see if there are objects not supported by DDI)

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title2024-08-13 DAY ! TC F2F

TUESDAY
ATTENDEES: Wendy, Oliver, Jon, Darren, Jeremy, Dan

Many thanks to Jon for supplying not only the rooms but the snacks and most of the the Coke Zero and coffee/tea to keep us all adequately caffeinated.

AGENDA:
https://docs.google.com/document/d/1DIPnvDMWo6SNxxf7bH4O5cwWCUWkrHL-aDlRNCqVM9M/edit?usp=sharing
Content spreadsheet:
https://docs.google.com/spreadsheets/d/1bcvxmwoxUWyhZfTkuR9ZrVtmCxz2mkE8cFYYyjpCLtM/edit?usp=sharing
Dump:
https://drive.google.com/drive/folders/1_imyqyrS59Of25Yz-NNcMYhwvhUkTCK_
Published site (HubSpot):
https://144531336.hs-sites-eu1.com/en-us/

DECISIONS:

  • ICPSR has extended move date from Sept 1 to Dec 31 so do not need Plan C

  • Complete work as soon as possible - preferably by EDDI

  • Use HubSpot- explore upgrade options (limit 5 users, 30 pages in free version)

Discussions:

Choice of software - main point is to get out of self maintained
Distribution of content:

  • Static and generated content (admin) on HubSpot, documents on AWS S3buckets - field level documentation generated from GitHub, documents

  • Looked at how much needs to be on web and what can be off on doc.ddialliance and maintained on GitHub in terms of products. Need to flatten and provide consistent access.

ACTIVITIES:
Exploring the site dump for content specifics

QUESTIONS FOR MICHAEL:

  • Request to change DNS for doc site

  • Create a single table with all the values for membership and other data bases

  • What is the difference between Publications and Bibliography?

ACTIONS:

  • Darren will go in to HubSpot to check on functionality at different levels for databases, contact submissions, use for internal as well as external uses of database content. DONE

  • Dan will set up Route 53 zone and send email to Michigan regarding actions needed DONE

  • To set up the DNS for the technical documentation website, we need to request from ICPSR to delegate NS for http://docs.ddialliance.org to: (DONE)
    http://docs.ddialliance.org . IN NS ns-1840.awsdns-38.co.uk.
    http://docs.ddialliance.org . IN NS ns-1071.awsdns-05.org.
    http://docs.ddialliance.org . IN NS ns-901.awsdns-48.net.
    http://docs.ddialliance.org . IN NS ns-421.awsdns-52.com.

  • Darren is setting up page templates so content of static pages can be loaded DONE

  • Send Jared table of members as excel to see if it contains all that he needs. Is there additional information that needs to be exported (example is member email addrss maintained separately?) DONE

  • Entered all first level pages under Learn (DONE)

  • Need to check for links to forms etc that would need to be changed

  • News and Members from database (can redo if we need to clarify) DONE

  • About to do same for publication (DONE)

  • About sections DONE

  • LEARN first level pages and sub-levels entered DOE

  • Moving published product documentation onto doc.ddialliance (will create landiing page) DONE

  • Mirroring existing site (Plan C) DONE

  • Membership navigation structure DONE

  • Created base pages DONE

  • Publications (need to chat about) DONE

  • Work on styles started

  • At limit for pages at no cost, HotSpot will give us a couple professional tools for a couple of weeks DONE

  • Membership pages DONE

  • Added Learn, Membership, Events, Publications, About to inventory spreadsheet completing sub-page listings (left off straight links to existing pages on hierarchies of other sections, documents, or other sites DONE

CHANGES TO PAGES

  • Membership entry page content changed to a drop-down

  • Lost brown/blue/green color boxes (for consistent item types like "download", "XML entry point", "Field Level documentation",etc. will look at adding icons)

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title2024-08-08

ATTENDEES: Wendy, Jon, Oliver, Dan, Jeremy, Darren, Jared (guest)
Regrets: Flavio

F2F and Web site planning

See https://docs.google.com/document/d/1DIPnvDMWo6SNxxf7bH4O5cwWCUWkrHL-aDlRNCqVM9M/edit?usp=sharing

ACTIONS:
Jared:

  1. Updated dump of database - completed 2024-08-08

  2. Functionality of administrative section

  3. Meeting time with Michael - set for 2024-08-14 8:30 EDT, 13:30 London

Wendy: (Notification to Content Managers)

  1. Hold on updates during next week (Training, Admin, Marketing, Product) - completed 2024-08-08

Text of email:
Chantal, Kathryn, Jon, Jared, Hilde, and Arofan,

I am writing to you as content managers on the http://ddialliance.org site. I have included Hilde and Arofan as they are preparing DDI-CDI for a vote in September and may need content changes in the website regarding this.

The Technical Committee will be beginning the process of moving the http://ddialliance.org site from ICPSR to the UKDA. ICPSR will be creating downloads of the site content between now and Tuesday 13 August. We will then be creating a prototype of the new site. We will be running parallel sites while we check out the accuracy and stability of the new site. We would like to keep any changes to an absolute minimum for a period of time. We should be able to provide an estimate of this time period by the end of next week.

To that end please:

  1. Do not make any changes to the current http://ddialliance.org site before August 20.

  2. Follow guidelines that the TC will provide before August 20 regarding any necessary changes made for a period of time following August 20.

  3. If you need to make content changes before August 20 or during the limited access period defined in the guidelines we will provide, please contact me to ensure that changes are reflected on both sites

  4. We understand that upcoming events such as the CDI vote will require some changes as well as needed announcements. We will keep this period of limited change as brief as possible. We simply want to ensure that content changes are made to both sites in a consistent manner.

Thank you for your help with this move,

Use of Zoom Summary
Jared forwarded the summary from last week
Wendy has sent to members for review and comment
Looks useful, will need to configure meeting set up to have summary sent directly

Post meeting:
Jared raised 2 additional issues in an email which will be added to agenda outline

  1. Web hosting expenses. What will they be and through which provider. If above a certain amount, I may need to vet the provider through UM.

  2. Administration. I'd us to keep the number of people who can make direct edits on the site to a low number. Prior to the clean up a few years ago, we had 70+ users with edit permission. Most hadn't logged in for years (and I removed their access due to security risks), but the disparate editors sometimes made for dislocated content. My recommendation is to have the TC edit the Products section. For the other content (mainly involving Training and Marketing), I suggest requests work through me. This helps make sure we have consistent messaging. Thoughts?

ZOOM SUMMARY (edited)

Meeting summary for Technical Committee (08/08/2024)

Quick recap


The team discussed upcoming website changes, a security incident involving the University's website, and the issue of language repetition in HTML output. They also planned for the organization and storage of documents in the new 'docs.ddialliance.org' website, and the need for improved organization and descriptions for their working groups. Lastly, they arranged for transportation to UCL for upcoming meetings and discussed the transfer of the current site's content to a new database.

Next steps


• Jared to provide an updated database dump of the current website content to Darren.
• Jared to compile a list of current administrative functionalities on the website for the team.
• Jared to schedule a meeting with Michael (web team) for the following week to discuss potential needs.
• Wendy to send notification to content managers about holding off on website updates during the transition period.
• John to send his phone number to the team for emergencies during the London meeting.

Summary


Upcoming Travel, AI Tool, and New Team Members
Jon, Wendy, Dan, and Jeremy discussed their upcoming travel plans and the use of a new AI summary tool. Wendy expressed difficulty in accessing the DDI Alliance Mail to share the summary, and Jared offered to forward it.

Website Changes and Emus Discussion
The main agenda was then addressed - plans to announce upcoming website changes to members and users, gather feedback, and determine rollout strategy. Wendy shared a document outlining these plans and asked Jared for his input on prioritizing next steps.

University Website Security Incident Discussion
Jared discussed a security incident involving the University's website, where malicious ads were injected. The University's Information Assurance team, responsible for a major incident a year ago, wanted to take the site down due to the security incident. However, Jared disagreed and managed to get a commitment from the team to keep the existing site up until December, with a possibility of minor internal shifting. Wendy questioned the need for a backup plan, given the issues with the current setup and functionalities, and the ongoing work on the prototype.

Addressing HTML Repetition in RDF Release
The team discussed the issue of language repetition in the HTML output of the CV group, which was identified as a potential problem for the upcoming RDF release. Oliver and Wendy had been exploring the possibility of transforming the HTML output to eliminate duplication, a solution preferred over holding up the entire chain. Despite concerns about the aesthetic of the output, the team agreed that the priority was to have the RDF resolution system in place for the CDI release. The team planned to further discuss and resolve the issue in their next meeting.

News Item URL Structure Discussion
Jared and Darren discussed the potential changes to the URL structure of the news items on their website. Jared mentioned that there were over 50 news items, and Darren was unable to access the site to confirm the details. Oliver suggested setting up redirect rules if the URLs did change. There was also a discussion about the possibility of only importing news from the last year to support archives, but this would mean losing older content. Darren agreed to investigate the redirection issue, and Jon checked if the current URLs were supported by Hubspot.

Improving Member List and Publication Functions
Jared discussed the functionality of the Member List section and expressed interest in improving its display capabilities. Darren suggested that 80-90% of the new prototype should be completed within a week for feedback, with the remaining 10% to be addressed in the following weeks. Jared also brought up the topic of the publication section's functionality in the new site. Wendy requested Jared to list any additional functionalities to better understand the current system and identify any gaps or issues.

Organizing Documents on New Website
The team discussed the organization and storage of documents in the new 'docs.ddialliance.org' website. Jared, Darren, and Wendy discussed the need for a balance between HTML pages and PDF documents, with the intention of providing users with both easy-to-access HTML content and the security of PDF backups. They also discussed the potential for storing these documents in an S3 bucket, rather than internally on the website. The team agreed on the importance of having a clear and intentional structure for the new site.

Improving Working Group Organization and Communication
Jared, Jon, and Wendy discussed the need for improved organization and better descriptions for their working groups. They agreed on the importance of having text, not just links, for easier navigation and decided to move forward with the plan to transfer content while keeping functionality. Wendy proposed that a placeholder for an upcoming change be included in the next newsletter, with further details to be discussed later in the year with working groups. Wendy also requested that future communications be copied to Oliver, who is now the vice chair, and mentioned that she and Oliver would be reviewing the distribution of tasks within the committee. Lastly, Wendy requested a list of functionalities for the administrative sections from Jared for the following week.

Database Dump and Site Updates Strategy
Jared will ask Michael to provide another database dump for the current site's content, which will be sent to Darren. The team will discuss the best time for this transfer, likely on Wednesday. The team also agreed to hold off on making updates to the site until after the switch, with Jared suggesting he might create new content items instead. The team will reassess their approach after the prototype is up and before finalizing the site.

Transportation, Arrivals, and Notifications
Wendy and Jon discussed transportation arrangements for themselves and the others attending the meetings at UCL next week, with Jon recommending the Elizabeth line. Darren confirmed his arrival time on Tuesday morning. Wendy assigned an action for Jon to send emergency contact details. Wendy also assigned an action for herself to send a notification to the content managers and remind Jared about updating the database functionality and scheduling a meeting with Michael.

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