2015-12-10 Working Group Meeting

• Home page
  • Featured collections: keep them as manual so that they can be carefully controlled (Brian mentioned that from a technical standpoint it doesn't matter)
  • Whats in our collections area: allow which elements display here to be customizable 
• Advanced vs. simple search
  • Brian brought up before meeting that there is no simple search, and if we want to offer it we could do so with the foundation switch tool (start simple, switch to advanced)
  • We went straight to advanced because of the challenges people had with simple search on the user testing
  • Discussed whether or not the keyword search is basically the same as simple search, and Brian confirmed that it is not (he posted a link detailing the functionality that I did not copy over, so ask him if you have questions about how this works)
  • Matt and Mark both expressed a preference to keep as is in the wireframes and test, with the caveat that we might need to change it if it is not correct
  • Identifier needs to be added as a search option under the keyword list
• Terms/Subdivisions on the subject landing page
  • Maura had questions about where this was coming from, which is from the staff UI (the form)
  • At this time, no change is needed to this element
• Overall landing pages
  • Need to add a control for users to choose how many records display in the list (next to sort order)
  • Generally, each item needs to take up less space
• Record Groups overall landing page
  • Needs to be completely revised, as CHC does not have a good understanding of what this is supposed to be 
  • Cate Putirskis (Unlicensed) and schwrtzse (Unlicensed) will provide screenshots and basic mockups (can be just a text document) of what they really need out of this so that we can revise and understand the hierarchical needs better
  • This also plays into the individual record group landing pages, as well
• Individual landing pages (repo/agent/subject/etc.)
  • Citation/bookmark/etc. utilities are not needed on these pages
  • Keep the breadcrumbs for consistency
• Individual repository landing page
  • Add an opening hours field (which needs to also be added in the staff interface
  • Add the same types of icons available on the home page, with what the specific repository contains
  • Remove search, facets, and the list of collections
  • Susan Luftschein wanted to confirm that if the data changes as new standards are incorporated, that new data can be added to the public UI (answer is yes)
    
    • Brian Hoffman (Unlicensed) mentioned that customizing which data displays may be a Phase II consideration, but is also possible
• Individual agent landing page
  • schwrtzse (Unlicensed) mentioned that it would be good to have those collections where an agent is creator prioritized at the top and given a visual indicator
• Search wires
  • Mark Custer noted to change “keywords in context” to “search terms in context" for consistency
• Contents & Arrangement on record dsiplays
  • Implement the tab idea, but keep the right sidebar (Cory and Linda both expressed a strong preference for the usefulness of seeing the Contents & Arrangement in the right sidebar)

Wrap up notes: 

CHC will wait until Monday, 10am PT to continue with our work to give the WG time to provide feedback on Slack and confluence. Please do so! We will likely ask individuals questions directly based on the feedback we receive.

Once we start making changes, we'll keep everyone updated on Slack as pages change and are ready for review.

We are working to turn over the final deliverables by CoB 12/18. This includes our initial recommendations, wireframes, style guide and design comps. Some of the design comps may need additional tweaking following that date, but will be turned over very quickly after that if not on that date.

BradleyW (Unlicensed), Brian Hoffman (Unlicensed), and Mark Custer will be meeting to determine which aspects are part of MVP/Phase I, and which need to wait for Phase II. 

After Phase I is implemented, more user testing will be done on the test corpus, and CHC may be asked to jump in for additional revision cycles.

Rain Michaels (Unlicensed) and BradleyW (Unlicensed)will touch base on Monday or Tuesday of next week.