Developing an ITS Technology Web Portal for Transit System Leaders (2016) / Chapter Skim
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Pages 92-118
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From page 92... ...
May 2016 TCRP_G-13 FINAL REPORT APPENDIX B B-1 Appendix B: Portal Prototype Standard Operating Procedures Introduction This Appendix provides the set of Portal Operating Procedures that were used to assist beta testers of the Portal in understanding how to use the different aspects of the Portal. This Appendix has the following Operating Procedures: • Overall Portal Operations • Access Management • Content Management • Keyword Management Scope of Beta Test The purpose of the Beta Test was to validate that the portal meets the high level user needs that have been defined for this project.
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May 2016 TCRP_G-13 FINAL REPORT APPENDIX B B-2 o Ensure that new Review Committee members can be assigned or removed from the Review Committee access privileges. • Develop a System that minimizes operations and maintenance costs and resources.
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May 2016 TCRP_G-13 FINAL REPORT APPENDIX B B-3 Testing Instructions by Role This section of the standard operating procedures describes exactly which procedures each tester must follow. This depends on the role assigned to the tester.
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May 2016 TCRP_G-13 FINAL REPORT APPENDIX B B-4 APTA.com Portal Landing Zone Content Review DIscovery Landing Zone Library Content Review Library FAST Search Library Manage Storage Manage Content Manage Access Manage Discovery Content Contributors and Content Administrators interact here for content submission. Content Administrators and Reviewers interact here for content review.
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May 2016 TCRP_G-13 FINAL REPORT APPENDIX B B-5 Procedure 1.1: Landing Zone The landing zone provides the ability to upload content for content contributors. Content Contributors and Content Administrators interact here for content submission.
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May 2016 TCRP_G-13 FINAL REPORT APPENDIX B B-6 Procedure 1.2: Content Review Content Administrators and Reviewers interact here for content review. Calendars are provided for management and tasking of content review sessions.
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May 2016 TCRP_G-13 FINAL REPORT APPENDIX B B-7 Procedure 1.3: Discovery From the home screen: Users can search by five primary methods: Free Text, Keywords, People, Advanced or Browse Library available by selecting specific libraries or the overall portal as needed. To search by free text, use the search bar, with "All sites" highlighted.
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May 2016 TCRP_G-13 FINAL REPORT APPENDIX B B-8 Figure A- 5. Portal Log-in Screen 3.
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May 2016 TCRP_G-13 FINAL REPORT APPENDIX B B-9 Figure A- 6. Permissions Control 2.
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May 2016 TCRP_G-13 FINAL REPORT APPENDIX B B-10 Figure A- 7. APTA ITS Library 3.
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May 2016 TCRP_G-13 FINAL REPORT APPENDIX B B-11 Figure A- 9. Landing Zone 5.
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May 2016 TCRP_G-13 FINAL REPORT APPENDIX B B-12 Figure A- 11. Add Document Form 9.
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May 2016 TCRP_G-13 FINAL REPORT APPENDIX B B-13 Procedure 4.1: Content Validation (as Content Administrator)
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May 2016 TCRP_G-13 FINAL REPORT APPENDIX B B-14 Figure A- 14. Landing Zone 5.
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May 2016 TCRP_G-13 FINAL REPORT APPENDIX B B-15 Figure A- 16. Download Document 7.
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May 2016 TCRP_G-13 FINAL REPORT APPENDIX B B-16 Figure A- 18. Check In Document Form 10.
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May 2016 TCRP_G-13 FINAL REPORT APPENDIX B B-17 Figure A- 20. Approve/Reject Document Form 12.
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May 2016 TCRP_G-13 FINAL REPORT APPENDIX B B-18 Figure A- 22. Move Document Form Procedure 4.2: Review Assignment (as Content Administrator)
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May 2016 TCRP_G-13 FINAL REPORT APPENDIX B B-19 4. Navigate to the "Content Under Review" heading at the middle of the page, and select document for review by selecting pulldown on right of document.
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May 2016 TCRP_G-13 FINAL REPORT APPENDIX B B-20 Figure A- 27. Check In Document Procedure 4.3: Review Content 1.
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May 2016 TCRP_G-13 FINAL REPORT APPENDIX B B-21 Figure A- 30. Download Document 5.
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May 2016 TCRP_G-13 FINAL REPORT APPENDIX B B-22 Figure A- 32. Completed Reviews Button 2.
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May 2016 TCRP_G-13 FINAL REPORT APPENDIX B B-23 method for "all changes" with a frequency set to "send a daily summary" for items.
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May 2016 TCRP_G-13 FINAL REPORT APPENDIX B B-24 4. Click on the folder for the "Topic Type" designated for this content.
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May 2016 TCRP_G-13 FINAL REPORT APPENDIX B B-25 Figure A- 39. Upload Document Form 7.
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May 2016 TCRP_G-13 FINAL REPORT APPENDIX B B-26 Figure A- 40. Content Administration 2.
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May 2016 TCRP_G-13 FINAL REPORT APPENDIX B B-27 Figure A- 42. Term Store 6.
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