Developing an ITS Technology Web Portal for Transit System Leaders (2016) / Chapter Skim
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21 Chapter 3 : Findings and Applications (Phase 1) This chapter discusses the findings for the following outputs of the Phase 1 effort: Concept of Operations (ConOps)
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22 APTA SharePoint Environment The web portal was designed and tested to operate in the APTA SharePoint environment. This environment was updated in 2012-13 and is currently composed of the following: Cloud hosting of 2010 SharePoint Enterprise including backup, security and support services SQL Server 2008 Expandable storage capacity Web Server (for web site)
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23 o Provide event alerts to the Review Committee. Alerts may include when new or revised content is posted, when stored content should be reviewed periodically, and messages from users and reviewers.
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24 Roles Responsibilities Reviewers and/or Review Committee Members. System Administrator (SA)
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25 Figure 3-1. Flow of Content Use Case: Content Submission This use case describes how content is created/contributed and uploaded by the Content Contributor.
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26 Preconditions Person accessing Content Post page must be an APTA member. Person posting content must own or have rights to submit content.
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27 Submitter Identification information (name, title, organization)
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28 During the meeting, the committee decides that three of the submittals are either not complete or too vendor specific. Allison, a Review Committee member, volunteers to review one of the documents, and the remaining document is assigned to Tracy, a current member of the R&T committee.
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29 technology could be used for additional transit-related solutions and that additional keywords should be added to tag the technology. After completing the assessment, she submits it and it is available at the Administrator's page.
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30 map and links on the page. Once he reviews the resulting page, he can publish the results to the site.
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31 Tom logs onto the APTA web site because wants to know more about the next generation GPS and how it might improve transit operations. He goes directly to the search menu and searches topics for bus operations; he refines his search by listing GPS under keywords.
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32 Every month Dave receives notification of all older content to be reviewed, typically one year after posting. Content on Mesh Networks for Transit Signal Priority (TSP)
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33 Function Name Description Manage Content Content Management functions enable the Review Committee to implement the content review processes. The processes include collecting, alerting, posting reviews (and delegating reviews to experts)
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34 The Web server and application server computers must be configured as Web servers running Microsoft Internet Information Services (IIS) in IIS shared services mode.
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35 User Role Description / Responsibilities Implements system lifecycle changes to SharePoint and associated presentation and back office systems Assumptions Prototype Implementation This project will implement a working prototype for the ITS Technology Portal. Long-term operations and maintenance are outside the scope of this project.
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36 Administrator Content Reviewer Members Edit System Administrator Owners Full Control Requirement 1.1.2.1: Assign User Role The system shall grant specific privileges to a user by assigning a user to a specific user role. Requirement 1.1.2.2: Assign User to Multiple Roles The system shall permit a user to be assigned to multiple roles.
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37 Requirement 1.1.5.1: Manage Reviewer List The system shall allow an authorized user the ability to view, add, remove, or edit users from the reviewer list. Designation on this list enables a person to be assigned to review content.
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38 Requirement 1.3.1.1: Designate Status The system shall assign a status designation to content as it flows from state to state in the Managed Content process. The designations shall be defined as in Table 3-12.
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39 Table 3-12. Content Status Definitions Status Name Status Description Next Status (condition)
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May 2016 40 Requirement 1.3.2: Manage Status Change The system shall alert appropriate users when a change of status occurs. The alert shall include the following information: Type of Status Change Trigger (person or automated process)
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May 2016 41 The system shall allow a user to print the terms and conditions. Requirement 1.3.3.4.3: Reject Terms and Conditions If the user rejects the terms and conditions, the system shall provide the user with a message confirming rejection.
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May 2016 42 Reviewer Due date Requirement 1.3.4.3: Review Content by Selection Criteria The System shall allow an authorized user to select one or more fields from the Content List (Requirement 1.5.1.3) and view the results.
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May 2016 43 Upon request, the system shall display a review scoring record that is associated with the content. The scoring record shall include at a minimum the following questions to be completed: Document Title Review Name Insert review name here Review Date Assigned e.g.
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May 2016 44 Requirement 1.4.4: Manage Most Viewed Search The system shall allow a user to search the most viewed content. Requirement 1.4.5: Manage New Content Search The system shall allow a user to search the most recently uploaded published content.
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May 2016 45 The System shall allow an authorized user to create a list of files. The list shall include mandatory fields, including: File name File extension (multimedia format)
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May 2016 46 List of criteria for review Quality Score Recommendation for Acceptance (accept, reject, pending comments) Optional fields shall include: List of additional keywords to associate with Content Comments to Content Contributor Comments to Review Committee Requirement 1.5.1.6: Create Supplementary Resources List The System shall allow for an authorized user to create a list of supplementary resources.
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May 2016 47 The system shall comply with all security policies of the APTA website. The system will use the default SharePoint Role permissions Requirement 3: Information Management Requirements Requirement 3.1: User Interface The system shall support several versions of web browsers, including: Internet Explorer (version 8 and above)
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May 2016 48 SharePoint FAST – a native SharePoint add-on that provides advanced search capabilities based on customer queries and analytics. Alternatives Analysis Summary The System Requirements, driven by stakeholder needs, were developed and allocated to the various tools under consideration.
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May 2016 49 Cost Costs are divided into two categories – prototype development and impacts on APTA (transition, operations, and maintenance)
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May 2016 50 Impact on Reviewer, Review Committee and Content Administrator Automation guides the user through the work processes with only limited user documentation (already included in subsequent documentation)
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May 2016 51 Reqmt ID Requirement Title Priority TAA Tool configured 1.1.5 Manage User Access M SharePoint configured 1.1.5.1 Manage Reviewer List M SharePoint configured 1.1.5.2 Manage Committee Member List M SharePoint configured 1.2 Manage Storage H SharePoint configured 1.2.1 Populate List H SharePoint configured 1.2.2 Validate List Entry H SharePoint configured 1.2.3 Manage Provisional Content H SharePoint configured 1.2.3.1 Restrict Access to Provisional Content H SharePoint configured 1.2.4 Manage Content Catalog H SharePoint custom 1.3 Manage Content 1.3.1 Manage Content Status H SharePoint custom 1.3.1.1 Designate Status H SharePoint custom 1.3.2 Manage Status Change H SharePoint custom 1.3.2.1 Document Status Change H SharePoint configured 1.3.2.2 Publish Status Change M SharePoint custom/ netforum 1.3.2.3 Manage Content Approval H SharePoint configured 1.3.3 Manage Content Registration H SharePoint configured 1.3.3.1 Manage Registration Process H SharePoint configured 1.3.3.2 Validate and Store Content H SharePoint configured 1.3.3.3 Manage Content Upload H SharePoint configured 1.3.3.4 Manage Content Agreement H SharePoint configured 1.3.3.4.1 View Terms and Conditions H SharePoint configured 1.3.3.4.2 Print Terms and Conditions L Browser native 1.3.3.4.3 Reject Terms and Conditions M Browser native 1.3.3.5 Submit Content for Review H SharePoint workflow
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May 2016 52 Reqmt ID Requirement Title Priority TAA Tool 1.3.3.6 Manage Incomplete Content Submission H SharePoint workflow 1.3.3.7 Manage Revised Content H SharePoint workflow 1.3.4 Administer Content Review H SharePoint workflow 1.3.4.1 Manage Pending Content H SharePoint workflow 1.3.4.2 Manage Content Review Assignment H SharePoint workflow 1.3.4.3 Review Content by Selection Criteria H SharePoint configured 1.3.4.4 Manage Content Committee Review M SharePoint custom 1.3.4.4.1 Edit Review Agenda M SharePoint custom 1.3.4.5 Provisional Acceptance Alert M SharePoint workflow 1.3.5 Manage Content Quality Review H SharePoint configured 1.3.5.1 Reviewer Summary Page H SharePoint configured/ netforum 1.3.5.2 View Assigned Content H SharePoint configured/ netforum 1.3.5.3 Manage Review Scoring H SharePoint configured 1.3.5.4 Manage Incomplete Scoring H SharePoint configured 1.4 Manage Discovery H 1.4.1 Manage Content Availability H SharePoint configured 1.4.2 Manage Free Text Search H SharePoint configured 1.4.3 Manage Keyword Search H SharePoint FAST 1.4.4 Manage Most Viewed Search M SharePoint custom/ FAST 1.4.5 Manage New Content Search M SharePoint configured 1.4.6 Manage Content Catalog Search H SharePoint configured 1.4.6.1 Sort Catalog Content H SharePoint configured 1.4.7 View Multimedia Formats M Web page 1.4.8 Print Multimedia Formats L Web page
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May 2016 53 Reqmt ID Requirement Title Priority TAA Tool 1.5 Administer the System H SharePoint configured 1.5.1 Create Lists H SharePoint configured 1.5.1.1 Create Topic Type List H SharePoint configured 1.5.1.2 Create Keyword Lists H SharePoint configured 1.5.1.3 Create Content List H SharePoint configured 1.5.1.4 Create a Reviewer List H SharePoint configured 1.5.1.5 Create a Review Scoring List H SharePoint configured 1.5.1.6 Create Supplementary Resources List H SharePoint configured 1.5.1.7 Create Association between Lists H SharePoint configured 1.5.1.8 Create a Lookup List H SharePoint configured 1.5.2 Update List Format H SharePoint configured High‐Level Design This section describes the high-level design (HLD) of the ITS Technology Web Portal for Transit System Leaders.
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May 2016 54 able to build the portal using SharePoint. Once the portal is built, it can be populated with content and list details.
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May 2016 55 Function Name Description The Storage features also contain functionality for Content Contributors to post resources and multimedia. Manage Content Content Management functions enable the Review Committee to implement the content review processes.
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May 2016 56 Table 3-15. Manage Access Function Descriptions Function Description Manage Portal Login Access to the portal provide through the APTA Website Manage Content Access Controls access to content stored on the portal Manage User Access Controls assignment of portal users to lists of users getting special access privileges to the portal (e.g.
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May 2016 57 Figure 3-4. Manage Storage Functional Flow Diagram Table 3-16.
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May 2016 58 Content [uploaded] Manage Content Status Manage Content Registration Administer Content Review Manage Content Quality Review Manage Content Designate Status Publish Status Change Manage Content Approval Validate and Store Content Manage Content Upload Submit Content for Review Manage Revised Content Manage Content Review Assignment Manage Pending Content Manage Content Committee Review View Assigned Content Manage Review Scoring Reviewer Summary Page User Logs on to Portal Function Data Content [scored]
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May 2016 59 Function Description Manage Content Approval Manages the approval or rejection of content Publish Status Change Designates the official status of content Manage Content Quality Review Manages the process of reviewing content Reviewer Summary Page Allows Content Reviewers to receive a dashboard of assigned content View Assigned Content Allows Content Reviewers to view content which has been assigned to them Manage Review Scoring Allows Content Reviewers to formally assess submitted content Manage Discovery The search functions will allow a user to discover the most recently uploaded published content. There will be two ways to search in addition to the default SharePoint search that the team is enabling for this effort.
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May 2016 60 Information and Data Model SharePoint provides information management through a functional element called a list. A list is similar to a Microsoft Excel spreadsheet or a table in a Microsoft Access database.
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May 2016 61 and other transit domain artifacts are derived from the TCRP Project 84 (volume 9) : Transit Enterprise Architecture and Planning Framework (TEAP)
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May 2016 62 Field Mandatory/ Optional Type Description Name M string The reference name used for the keyword. Description M memo The definition of the keyword.
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May 2016 63 Field Name Mandatory/ Optional Type Description Registration Workflow. Posted date M date The initial date the file was uploaded to the portal.
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May 2016 64 Field Name Mandatory/ Optional Type Description Acceptance is designated when the Review Committee agrees to post the document on the Portal. Rejection is designated after the Review Committee rejects the submission.
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May 2016 65 Status Name Status Description Next Status (condition) Duration Until Next Status (based on Content List fields)
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May 2016 66 Field Name MandatoryOptional Type Description Name First M string First name of the person Name Nick M string Nickname of person Email Primary M string Primary email address of the person Email Secondary O string Secondary email address of the person Phone Work M string Primary phone number of the person Phone Mobile O string Primary mobile phone number of the person Phone Fax O string Primary fax number of the person Person Notes O string Additional notes on the person Person Expertise M memo One or many expertise keywords Committee Position M string Position from pick-list of committee member types Committee Date O date Date joined committee Reviewer M yes or No Is the person a reviewer? Yes or no Contributor M yes or No Is the person a Contributor?
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May 2016 67 Resource List The System shall allow for an authorized user to create a list of supplementary resources. The resources may include a link to a stored document or a URL.
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May 2016 68 Navigation and Screen Drafts SharePoint provides the core elements for navigation and the default navigation will be leveraged to the maximum extent possible. Wireframes are also provided as visual guides to represent the structural framework of the portal.
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May 2016 69 Manage Content Submittal The Manage Content Submission draft concept provides the structure to support the submission of new content to the portal. Figure 3-11.
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May 2016 70 Figure 3-12. Manage Content Review
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May 2016 71 Manage Discovery Wireframe The Manage Discovery draft design provides the structure to support the navigation of topics and their related content elements as well as the ability for a user to perform a free-form search for content. Figure 3-13.
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May 2016 72 Test Plan and Procedures Introduction This section describes the Test Plan and Procedures, for TCRP Project G-13, "Developing an ITS Technology Web Portal for Transit System Leaders." The test plans and procedures are the key inputs to the Verification Stage of the Systems Engineering Process being used to develop the web portal. The verification stage is necessary, as it ensures that the web portal is built exactly as specified by the System Requirements document.
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May 2016 73 testing, reviewing the test report, and suggesting resolutions to any testing failures. Testing Time and Location Testing shall be conducted after the web portal is built and the lead developer considers it to be operational.
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May 2016 74 o Enhancement: This is a failure that does not significantly impact portal operations, and requires additional implementation in order to resolve. Not Applicable: This procedure being tested is for a feature that has not been selected for implementation and therefore does not impact the results of testing.
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May 2016 75 New ID Requirement Title Group Test Case(s) 1.1 Manage Access Access 1.1, 1.2, 1.3, 1.4 1.1.1 Manage Portal Login Access 1.1 1.1.2 Manage Roles Access 1.2 1.1.2.1 Assign User Role Access 1.2 1.1.2.2 Assign User to Multiple Roles Access 1.2 1.1.2.3 Manage Role Privileges Access 1.3 1.1.2.3.1 Manage System Administrator Privileges Access 1.3 1.1.2.3.2 Manage Content Administrator Privileges Access 1.3 1.1.2.3.3 Manage Review Committee Member Privileges Access 1.3 1.1.2.3.4 Manage Content Contributor Privileges Access 1.3 1.1.2.3.5 Manage Content Reader Privileges Access 1.3 1.1.3 Automate Role Grant Access 1.2 1.1.4 Manage Content Access Access 1.4 1.1.5 Manage User Access Access 1.4 1.1.5.1 Manage Reviewer List Access 1.4 1.1.5.2 Manage Committee Member List Access 1.4 1.2 Manage Storage Storage 2.1, 2.2 1.2.1 Populate List Storage 2.1 1.2.2 Validate List Entry Storage 2.1 1.2.3 Manage Provisional Content Storage 2.1, 2.2 1.2.3.1 Restrict Access to Provisional Content Storage 2.2 1.2.4 Manage Content Catalog Storage 2.2 1.3 Manage Content Content 3.1, 3.2 1.3.1 Manage Content Status Content 3.1 1.3.1.1 Designate Status Content 3.1 1.3.2 Manage Status Change Content 3.1 1.3.2.1 Document Status Change Content 3.1 1.3.2.2 Publish Status Change Content 3.1 1.3.2.3 Manage Content Approval Content 3.2 1.3.3 Manage Content Registration Content 3.1 1.3.3.1 Manage Registration Process Content 3.1 1.3.3.2 Validate and Store Content Content 3.1 1.3.3.3 Manage Content Upload Content 3.1 1.3.3.4 Manage Content Agreement Content 3.1 1.3.3.4.1 View Terms and Conditions Content 3.1 1.3.3.4.2 Print Terms and Conditions Content 3.1
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May 2016 76 New ID Requirement Title Group Test Case(s) 1.3.3.4.3 Reject Terms and Conditions Content 3.1 1.3.3.5 Submit Content for Review Content 3.1 1.3.3.6 Manage Incomplete Content Submission Content 3.1 1.3.3.7 Manage Revised Content Content 3.1 1.3.4 Administer Content Review Content 3.2 1.3.4.1 Manage Pending Content Content 3.2 1.3.4.2 Manage Content Review Assignment Content 3.1 1.3.4.3 Review Content by Selection Criteria Content 3.2 1.3.4.4 Manage Content Committee Review Content 3.2 1.3.4.4.1 Edit Review Agenda Content 3.2 1.3.4.5 Provisional Acceptance Alert Content 3.2 1.3.5 Manage Content Quality Review Content 3.3 1.3.5.1 Reviewer Summary Page Content 3.3 1.3.5.2 View Assigned Content Content 3.3 1.3.5.3 Manage Review Scoring Content 3.3 1.3.5.4 Manage Incomplete Scoring Content 3.3 1.4 Manage Discovery Discovery 4.1, 4.2, 4.3, 4.4, 4.5 1.4.1 Manage Content Availability Discovery 4.1 1.4.2 Manage Free Text Search Discovery 4.1 1.4.3 Manage Keyword Search Discovery 4.2 1.4.4 Manage Most Viewed Search Discovery 4.3 1.4.5 Manage New Content Search Discovery 4.4 1.4.6 Manage Content Catalog Search Discovery 4.5 1.4.6.1 Sort Catalog Content Discovery 4.5 1.4.7 View Multimedia Formats Discovery 4.5 1.4.8 Print Multimedia Formats Discovery 4.5 1.5 Administer the System Administration 5.1 1.5.1 Create Lists Administration 5.1 1.5.1.1 Create Topic Type List Administration 5.1 1.5.1.2 Create Keyword Lists Administration 5.1 1.5.1.3 Create Content List Administration 5.1 1.5.1.4 Create a Reviewer List Administration 5.1 1.5.1.5 Create a Review Scoring List Administration 5.1 1.5.1.6 Create Supplementary Resources List Administration 5.1 1.5.1.7 Create Association between Lists Administration 5.1 1.5.1.8 Create a Lookup List Administration 5.1 1.5.2 Update List Format Administration 5.1
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