TWE: Research: Technical Skills of Incoming Interns: Research Structure: Create

[epierotti3]

Dependency

• TWE: Research: Create Roadmap Details for RP019 #375

Overview

We need to create a wiki structure and task list to support the development of a new research plan on Technical Skills of Incoming Interns so that we can stay organized and consistent across all team members and working times.

Resources/Instructions: This section is at the bottom of this issue (scroll to the bottom to view it now). You will be asked to add links to this section while completing the issue.

Tip: Use two windows side by side. One with the issue open and the other one with resource links displayed to avoid back and forth. To prevent loss of work, refresh both windows after each edit.

Action Items

Customize the issue settings (located in right sidebar)

• Under Assignees, assign yourself or another team member
• Under Labels, choose gear , and apply the label Participant Type: Interns
• Remove the Participant Type: missing label
• Under Projects, choose gear , choose Repository, and choose TWE: Project Board
• Add the milestone: choose gear , and choose Research Plan Create Wiki Pages
• Remove the label milestone: missing

Customize Resource Links

• Customize Resources for Roadmap Document and Issue
  • Go to the wiki page: Research Output Overview (Resources # 1.01)
  • Choose Interns in the "Research Documents by Participant Type" section
  • Open Research Roadmap document from the wiki page
  • Choose Share > Copy link > Done
  • Copy the link for the Research Roadmap on Interns
  • Update Resource # 2.01 with the link you just copied. Place it into parentheses at the end of the line.
  • Choose "Update comment" in Github and make sure all the checkboxes above have been checked
  • Go to the top of the Github page, and open the Issues tab in a new tab
  • Use "roadmap" as a filter to search for any existing research roadmap issues on Interns on Github. Check both open and closed issues.
  • Once identified the roadmap issue, add the issue number to Resources 2.02
  • Choose "Update comment" in Github and make sure all the checkboxes above have been checked

Create a New Label with the New Research Plan Number

• Create a label dedicated to the new research plan number, using the next number available.
  • Before creating a new label associated with the new research plan number, check Wiki, Google Drive and label page to make sure the next number available is consistent across all sources
    • Go to the wiki page: Research Output Overview (Resources # 1.01)
    • Choose the link in the "Research by Plan Number" section
    • Check the existing research plan numbers on wiki
    • Go to the Google Drive Folder: Research by Plan # and name (Resources 1.02)
    • Check the existing research plan numbers in Google Drive's research folder
    • Go to the label page (Resources 1.03)
    • Make sure the next available number is consistent
  • Open the label page (Resources 1.03) if it is not open
  • Choose New Label
  • Apply the same naming structure and color used in other research plan labels
  • Choose Create label
• Update the new research plan number in this issue
  • Use Find/Replace (Mac: ⌘+F or PC: Ctrl+F) to search for and replace the 019 (including text and the brackets) in this issue with the new research plan number (three digit format, ex: "001" for research plan "RP001")
• Apply the new label to relevant issues
  • Under Labels, choose gear , and apply the label Research: RP019 in this issue
  • Remove the Research 000: missing label from this issue
  • Open the roadmap issue in Resources 2.02, and apply the label Research: RP019

Set Up A Wiki Page and Google Drive Folders

• Create a new wiki page for the new research plan

  • Open the template in Resources 1.04 in a new tab to copy the wiki page structure
  • Open the link in Resources 1.05 in another new tab to paste what you copied into the big text box
  • Create a title for this research plan by following the naming structure of other research plans
    • Go to the link in Resources 1.01
    • Choose the link in the Research by Plan Number section
    • Observe the naming structure of other existing research plans
    • Use the same structure to name this new research plan
  • Choose Save Page
  • Copy the URL of the new wiki page of the research plan
  • Update Resource 2.03 with the link you just copied. Place it into parentheses at the end of the line.

• Link the new wiki page to the following locations of Research Output Overview wiki page (link in Resources 1.01)

  • Link it to the appropriate page under Research Documents by Participant Type
  • Link it under Research Plan By Status based on whether it is current or future research. If the research plan has been created or the data has been collected, then choose Current Research. If no research plan nor data has been collected, then choose Future Research.
  • Link it under Research by Plan Number

• Create a research plan folder and a shortcut to the folder on the shared Google Drive

  • Go to the Shared Drives > Internship > Internships > Research > Research by Participant Type
  • Open the appropriate participant type folder for this RP
  • Check if there is a folder created for this research plan
    • If yes, move onto the next section
    • If no, please create a new folder called RP019 - Technical Skills of Incoming Interns in the "Research by Participant Type" folder.
  • Right click the folder you just created and choose Organize > Add shortcut
  • Go to All Locations > Shared drives > Internship > Internships > Research > Research by Plan # and name
  • Click the "Add" button and then "Ok" to the pop-up
  • Right click the folder you just created and choose Share > Get link
  • Choose Copy link and Done
  • Update Resource 2.04 with the link you just copied. Place it into parentheses at the end of the line.

Customize Wiki Page

• Review all issues (open and closed) associated with the new research plan by checking on the label page (Resources 1.03)
• Fill out each section of the wiki page with any information available. If there is no information available, please leave it blank.
• Include any links or documents that have already been created
  • Research Roadmap section
    • Add link to the Intern Research's wiki page from Research Output Overview Page(Resources 1.01)
    • Add link to the research roadmap document (Resources 2.01)
  • All Issues section
    • Choose the label page (Resources 1.03)
    • Choose the RP019 label
    • Copy the URL of the issues associated with RP019
    • Paste in the parenthesis at the end of the label line
  • Assets section
    • Add the link to Interns folder on shared Google Drive
      • Choose Research Output Overview wiki page (Resources 1.01)
      • Locate the appropriate participant type in the Research Documents by Participant Type section
      • Copy the text and link from the Research Documents by Participant Type section of the wiki page
      • Remove [TYPE]() in the Assets section on the RP019's wiki page and paste what you just copied to the right of the "Type folder: "
    • Add the link to the new research plan folder (Resources 2.04)
• Customize issues that will need to be made by striking through unneeded issues from this list (put ~ before and after text to make it strikethrough).
  • Research Roadmap TWE: Research: Create Roadmap Details for RP019 #375 is completed
  • Research Plan (internal)
  • Timeline
  • Forms/Survey/Script
  • Emails text to parents if participants are minor (if required)
  • Recruitment plan for extra UXRs (if required)
  • Selection criteria for UXRs (if required)
  • Identification of recruitment channels for UXRs (if required)
  • UXRs recruitment message draft for each type of channel (i.e. Slack, social) (if required)
  • Interest forms for UXRs (if required)
  • Recruitment plan for participants(if required)
  • Selection criteria participants (if required)
  • Identification of recruitment channels for participants (if required)
  • Participants recruitment message draft for each type of channel (i.e. Slack, social) (if required)
  • Consent Plan for participants
  • Research Plan (external) - this is a subset of the internal
  • Consent Form
• Update Outstanding Task Items on wiki page to reflect the necessary issues from the list above
• Have review meeting with Research Lead
• Have alignment meeting with Product for sign-off
• Create issues using templates from the list of template issues (Resources 1.06)

Resources/Instructions

Resources for creating this issue

1.01 Wiki: Research Output Overview
1.02 Google Drive Folder: Research by Plan # and name
1.03 Label page
1.04 WIKI template
1.05 Click to create new page on wiki
1.06 Research template issues

Resources gathered during the completion of this issue

2.01 TWE: Research Roadmap: Interns
2.02 Roadmap issues related to RP019

• TWE: Create Roadmap: Intern Research #309
• TWE: Research: Create Roadmap Details for RP019 #375
• TWE: IS24: RP024: Research Roadmap: Update/Create #449
• TWE: IS24: RP022: Research Roadmap: Update/Create #448

2.03 RP019: Wiki Page
2.04 RP019: Google Drive Folder

[ExperimentsInHonesty]

@apwirth Please provide update here in your issue. @pandanista mentioned that you updated her on slack, but issue updates should be provided in the issue weekly.

1. Progress: "What is the current status of your project? What have you completed and what is left to do?"
2. Blockers: "Difficulties or errors encountered."
3. Availability: "How much time will you have this week to work on this issue?"
4. ETA: "When do you expect this issue to be completed?"
5. Pictures or links* (if necessary): "Add any pictures or links that will help illustrate what you are working on."

• remember to add links to the top of the issue if they are going to be needed again.

[pandanista]

@apwirth

• There are checkboxes that haven't been checked off in this comment.

  • If it is done, please check it off.

• According to the wiki page, it says RP019 was conducted in 2022. Was RP019's research done in 2022 based on the research roadmap?
  

• The outstanding task items on the wiki page don't look complete. Please check with the list provided in this issue.
  

[pandanista]

@sunannie27: Please review RP019: Wiki Page, and we can close it if everything looks good.

[ExperimentsInHonesty]

@apwirth The checkboxes under this item Customize issues that will need to be made by striking through unneeded issues from this list (put ~ before and after text to make it strikethrough). on this issue #289 have all been checked instead of reviewed and strikethroughed as required. So that means that items that won't need to be done, are listed on the wiki as outstanding next steps.

FYI: @pandanista

[pandanista]

Andrew is taking a leave from the team, I will re-assign this issue to another team member.

@SalomeM-UXD: Thank you for taking a stab at this issue.

• Would you please review RP019's wiki page, TWE: Research Roadmap: Interns, and RP019: Google Drive Folder to finish this issue? Thank you! Let me know if you have any questions.

• A few comments that were not addressed by Andrew, would you please take a look?

  • According to the wiki page, it says RP019 was conducted in 2022. Was RP019's research done in 2022 based on the research roadmap?

    • If it wasn't conducted in 2022, please specify that on the wiki page. You can say something like "This research has not been conducted" or "this research will be conducted with the next cohort" under the research year section on the RP019's wiki page.

  • The checkboxes under this item Customize issues that will need to be made by striking through unneeded issues from this list (put ~ before and after text to make it strikethrough). on this issue TWE: Research: Technical Skills of Incoming Interns: Research Structure: Create #289 have all been checked instead of reviewed and strikethroughed as required. However, these are items on the list that are not needed for this research plan.

    • For example, we don't foresee that we need any UXR for executing this research plan, so please unmark those checkmarks and put strikethroughs as required.
    • Please update the outstanding task items on the RP019's wiki page.

[SalomeM-UXD]

Hi @pandanista , the check box indicated in the screenshot wants me to choose Program Management under the repository , but the option is not available

[pandanista]

@SalomeM-UXD Thank you for catching the mismatched project board and #375's wrong label. I edited the action item and added the checkbox.