TWE: Research: RP017: Data: Analyze

[pandanista]

Dependencies

• RP017's research plan needs to be finalized. See TWE: Create Research Plan for RP017 #442
• RP017's transcript has been de-identified and cleaned up. See TWE: Create Research Plan for RP017 #442
• RP017's research method needs to be researched and step-by-step instructions need to be provided. See TWE: Research: Checklist for Case Study #492

Overview

We need to analyze the data collected for RP017 to generate research findings, synthesize insights, and provide product recommendations.

Action Items

Customize Resource Links

• Customize Resource for Wiki Page Link

  • Go to the wiki page: Research Output Overview (Resources # 1.01)
  • Choose the link in the Research by Plan Number section
  • Locate relevant wiki page for RP017
  • Copy the link for the wiki page
  • In Resources # 2.01, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • Choose "Update comment" in Github and make sure all the checkboxes above have been checked

• Customize Resource for this Research Plan's Google Drive Folder

  • Open the Google Drive's Research by Type Folder (Resources # 1.02)
  • Choose the Intern folder
  • Choose the RP017 folder
  • Copy the link of the RP017 folder
    1. Choose the three vertical dots on the right side of the RP017 folder
    2. Choose "Share"
    3. Choose "Get link"
    4. Choose "Copy Link" and "Done"
  • In Resources # 2.02, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • Choose "Update comment" in Github and make sure all the checkboxes above have been checked
  • Open the RP017 folder in Google Drive (Resources # 2.02)
  • Locate the research plan in RP017 folder
    • Choose RP017's research plan in Google Doc
    • Copy the link of the RP017 research plan
      1. Choose the three vertical dots on the right side of the RP017 research plan
      2. Choose "Share"
      3. Choose "Copy Link"
      4. The "Link copied" notification pops up
  • In Resources # 2.03, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • Choose "Update comment" in Github and make sure all the checkboxes above have been checked
  • Locate the RP017's de-identified transcript(s) in RP017 folder (Resources # 2.02)
    • Choose RP017's de-identified transcript(s)
    • Copy the link of the RP017 de-identified transcript(s)
      1. Choose the three vertical dots on the right side of the RP017 de-identified transcript(s)
      2. Choose "Share"
      3. Choose "Copy Link"
      4. The "Link copied" notification pops up
  • In Resources # 2.04, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • Choose "Update comment" in Github and make sure all the checkboxes above have been checked

Review and examine the case

• Read through research plan and de-identified transcript(s) to get familiar with study (Resources 2.03 and 2.04)
• Review the list of resources for case study to get familiar with the case study techniques (Resources 1.03 - 1.10)
• Consider the following factors when reviewing and examining the case:
  • Identify relevant facts and key problems
  • Consider why they exist and how they impact the organization or product
  • Review outside research/resources to uncover possible solutions/changes
  • Consider supporting evidence, pros/cons to solutions/changes
  • Are possible solutions/changes realistic?

Draft case study report

• Create a case study report using the template with HfLA branding (Resources # 1.11)
  • Choose Use Template
  • Update the title of the case study
    • Copy the following texts

    TWE: IS22: RP017: Intern Activity Dashboard Case Study Report
    

    • Paste the texts you copied into the title page to replace the default title
    • Choose File > Rename
    • Paste the texts you copied into the text box to replace the default title
  • Move the file to RP017's folder in the shared Google Drive
    1. Choose File > Move > All Locations > Shared drives > Internship > Internships > Research > Research by Plan # and Name > RP017 > Move
    2. There will be a question to confirm change the ownership of the documents, and choose Move
  • Copy the link of the case study report of RP017
    1. Choose Share
    2. Choose Copy link and Done
  • In Resources # 2.05, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • Choose "Update comment" in Github and make sure all the checkboxes above have been checked
• Complete each section of a case study report
  • Background
    • Provide a short summary about the significance of the research, rationale for conducting the research, and aims
  • Objective
    • Discuss case study method and rationale for use, participant recruitment, protocol/development of interview guide
  • Study Design/Data Collection
    • Discuss case study method and rationale for use, participant recruitment, protocol/development of interview guide
  • Data Analysis
    • Outline your data analysis plan, note themes of interest for case study
  • Key Findings
    • Provide your examination of the case, discuss findings as they relate to themes focused on during interview, present relevant facts and key problems identified
  • Recommendations
    • Present possible solutions/changes that are realistic, noting possible pros/cons
    • Support solution with outside evidence
    • Discuss any specific strategies for accomplishing proposed solutions/changes
  • Review each section
  • Update the Table of Content (page 2) of the case study report Google doc to reflect the page and section changes

Peer review stage of the case study report

• Notify the Research Lead that the case study report is finished by leaving a comment in this issue
• Add needs peer review label
• Research Lead assigns a team member to conduct a peer review
• The peer reviewer conducts the review of the case study report by leaving comments in the case report Google doc
• The peer reviewer notifies the Research Lead and the author of the case study report that the peer review is completed
• The author of the case study report discusses with the peer reviewer and research lead on the feedback

Finalize the case study report based on peer review feedback

• After discussion on the feedback, the author of the case study report will incorporate any necessary changes.
• The author of the case study report will add Ready for Research Lead label once the case study report is finalized and move the issue to Question/Review column
• The author of the case study report will update the team about the changes made
• Research lead will review the case study report
• Research lead will add Ready for Product label once ready for product review
• Product Team reviews and provides feedback
• Product Team notifies the Research Team about any changes needed
• Research Team incorporates any necessary feedback
• Product sign-off

Update wiki page and action item spreadsheet

• Update relevant WIKI page (See resources)
• Create the action item spreadsheet for this research plan
• Update the action item spreadsheet based on research findings and insights
• Share the action item spreadsheet with Product
• Product sign-off

Resources/Instructions

Resources needed to complete issue

1.01 Wiki Intern Research Overview Page
1.02 Research by Participant Type Folder on Google Drive
1.03 Overview of writing a case study analysis in business
1.04 Sample case study analysis;
1.05 Article that provides background/definition of case study - It also includes example case studies as well as a checklist for assessing the quality of a case study report;
1.06 Case Study Methodology of Qualitative Research: Key Attributes and Navigating the Conundrums in Its Application
1.07 Case Study Method: A Step-by-Step Guide for Business Researchers
1.08 Methodology or method? A critical review of qualitative case study reports
1.09 UCSF libraries case studies research guide - It includes books, resources/examples, and latest articles on case studies as a research method
1.10 a step-by-step checklist for conducting a case study - This issue comment provides more context on the checklist this issue is following
1.11 TWE: Research: Case Study Template

Resources gathered during the completion of the issue

2.01 RP017 Wiki Page
2.02 Google Drive RP017 Folder
2.03 RP017 Research Plan
2.04 RP017 De-identified Transcript
2.05 RP017 Case Study Report

[pandanista]

After we finish the checklist in #492, we will copy and paste the checklist into the action items above, and start analyzing the data.

[pandanista]

@adarosh The checklist you created has been approved and was used to create the action items in this data analysis issue for RP017. Let me know if you have any questions. Thank you, Angela.

[pandanista]

@adarosh
Please provide update:

1. Progress: "What is the current status of your project? What have you completed and what is left to do?" - we know you just came back from break, please just summarize the progress from before then
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.

[adarosh]

Hi @pandanista , should have a draft for you to review in the next 1-2 weeks.

Progress: Currently working on draft of case study report. Will have Ying review once draft is completed.
Blockers: None
Availability: Variable
ETA: 1-2 weeks
Pictures or links* (if necessary): N/A

[pandanista]

@adarosh Thank you, Angela. Let us know if you need any help.

[pandanista]

@adarosh Hi Angela, just checking in to see if you have any questions or blockers for this issue.

Would you please provide an update whenever you have time? Thank you!

1. Progress: "What is the current status of your project? What have you completed and what is left to do?" - we know you just came back from break, please just summarize the progress from before then
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.

[adarosh]

Hi @pandanista , please see below for update.

Progress: Discussed case study report and questions with Ying. Will continue working on it over break and complete final draft for review.
Blockers: None
Availability: Variable
ETA: 1 month
Pictures or links* (if necessary): N/A

[pandanista]

@adarosh Would you please provide an update?

1. Progress: "What is the current status of your project? What have you completed and what is left to do?" - we know you just came back from break, please just summarize the progress from before then
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.

[adarosh]

Hi @pandanista, please see below for update.

Progress: Reviewed progress on case study report with Ying on 8/20. Created and uploaded report template. Completed Background, Research Questions and Objectives, Data Collection, and Data Analysis sections. Discussed themes and key findings from transcript with Ying.
Blockers: None
Availability: 1-2 hours
ETA: Will provide update at next UXR meeting.
Pictures or links* (if necessary): N/A

[pandanista]

@adarosh, thank you for the update. I fixed the case study report link in Resources 2.05.

[pandanista]

@adarosh
Would you please provide an update?

1. Progress: "What is the current status of your project? What have you completed and what is left to do?" - we know you just came back from break, please just summarize the progress from before then
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.

[adarosh]

Hi @pandanista, please see below for update.

Progress: Continued to integrate feedback from discussion on 8/20 into case study report. Drafting themes/key findings section for review with UXR lead at next meeting.
Blockers: None
Availability: 1-2 hours
ETA: Will provide update at next UXR meeting.
Pictures or links* (if necessary): N/A

[adarosh]

Hi @pandanista, please see below for update.
Progress: Met with UXR lead on 9/10 for update. Reviewed draft of themes/key findings. Based on review of transcript, the numbers used to identify interns in dashboard may not be correct. UXR lead will check with team if this is still an issue.
Blockers: None
Availability: 1-2 hours
ETA: Will provide update at next UXR meeting.
Pictures or links* (if necessary): N/A

[pandanista]

• Is the dashboard based on intern's activities in 2021 or 2022?
• Intern number (their assigned number) are not the same as the intern numbers on the dashboard, at least for the intern in this interview. We might need website team to correct them.
  • Intern roster 2022
  • TWE: IS21: RP001: Participants List from Interviews (UXR Excluded) on PII drive
• For external teams, Bonnie suggested the intern number should be formatted as YY.##
  • An example is 22.01, which means intern number 01 from the internship cohort 2022.

[mayankt153]

• All the links in this issue will need to be checked to see if we have access
• TWE: Create Research Plan for RP017 #442
  • Have access, its located in ____
  • public
• TWE: Create Research Plan for RP017 #442
  • I do not have access
  • public
• TWE: Research: Checklist for Case Study #492
  • Have access, its located in ____
  • public
• Wiki Intern Research Overview Page
  • Have access, its located in ____
  • public
• Google Drive Folder: 1. Research by Participant Type
  • need access, located in Internship Google Drive > Internships > Research
  • public
• Overview of writing a case study analysis in business
  • Have access, its located in ____
  • public
• Sample case study analysis
  • Have access, its located in ____
  • public
• Article that provides background/definition of case study
  • Have access, its located in ____
  • public
• Case Study Methodology of Qualitative Research: Key Attributes and Navigating the Conundrums in Its Application
  • Have access, its located in ____
  • public
• Case Study Method: A Step-by-Step Guide for Business Researchers
  • Have access, its located in ____
  • public
• Methodology or method? A critical review of qualitative case study reports
  • Have access, its located in ____
  • public
• UCSF libraries case studies research guide
  • Have access, its located in ____
  • public
• a step-by-step checklist for conducting a case study
  • Have access, its located in ____
  • public
• TWE: Research: Case Study Template
  • I have access
  • public
• RP017 Wiki Page
  • Have access, its located in ____
  • public
• Google Drive folder: RP017 - Intern Activity Dashboard Interview
  • need access, located in Internship Google Drive > Internships > Research > 1. Research by Participant Type > 2. Intern
  • public
• TWE: RP017: Intern Activity Dashboard Interview Research Plan
  • need access, located in Internship Google Drive > Internships > Research > 1. Research by Participant Type > 2. Intern > RP017 - Intern Activity Dashboard Interview
  • public
• TWE: IS22: RP017: De-identified Interview Transcript
  • need access, located in Internship Google Drive > Internships > Research > 1. Research by Participant Type > 2. Intern > RP017 - Intern Activity Dashboard Interview - still needs pii removed
  • public
• TWE: IS22: RP017: Intern Activity Dashboard Case Study Report
  • need access, located in Internship Google Drive > Internships > Research > 1. Research by Participant Type > 2. Intern > RP017 - Intern Activity Dashboard Interview
  • public

[pandanista]

@adarosh: Would you please provide an update?

1. Progress: "What is the current status of your project? What have you completed and what is left to do?" - we know you just came back from break, please just summarize the progress from before then
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]

Also, due to PII, I have moved the existing transcript to Internship - PII drive and assigned another team member to de-identify it further. Once it is done, we will have the de-identified version saved in the RP017 on the internship drive again.

[pandanista]

The de-identified transcript has been updated in Resources 2.04.

[pandanista]

Angela is taking a break, so let's release her from this issue. I am putting this issue back to the prioritized backlog.

[ExperimentsInHonesty]

This issue will need to be cleaned up by the dashboard team.