Projects User Guide

by Alissa Nedossekina

Welcome to the Projects user guide – a place to learn how to start and manage a project, and how to use project tools for collaboration and data management.

The guide information is specific to Purdue University Research Repository hub and describes key capabilities as of September 2011. We will be adding more information as documentation becomes available, or as new features are added.

1. Introduction

Projects offer a new convenient way to collaborate with your team on a variety of tasks, such as application development, proposal writing, data collection, etc., and help effectively manage your data, workflow and communication.

With each project you get:

  • Git-based repository for your data with a simple built-in web browser;
  • Wiki area for your project notes;
  • To-do list management;
  • Facebook-like microblogging tool providing a stream of project updates from all team members, with the ability to comment on certain activities (project ‘wall’).

In the works are an application development and management tool and a publishing tool to deliver project data and apps as hub publications, as well as several other features to facilitate collaboration and make your project a success. The main component page is accessible at https://research.hub.purdue.edu/projects. The description of all included and planned features is available at https://research.hub.purdue.edu/projects/features.

2. Explore Projects

2.1. Public and private projects

Projects can be made public or private.

Public projects are listed in the public project directory (https://research.hub.purdue.edu/projects/browse), with the basic project information visible to users and visitors of the site.

Private projects do not appear in the public directory or in search and are accessible only by their project team members.

By default, all newly created projects are private, unless the project creator decides to make it public from the start. Managers can change the privacy of the project at any time by editing project information. The public/private status of a project is displayed on the right-hand corner of the project page when viewed by project members.

projects_public_private.jpg

Public project view.

Public projects have a special public view of their project page, which shows project thumbnail, title, description, owner, creation date and status. Managers can configure their project to also list members of its team on the public page. Members of the project team can preview the public page as it would appear to non-members by clicking on “View public profile” link in Manager/Collaborator options box.

2.2. Projects and groups

Project ownership

Projects can be owned by individual users or groups. Ownership matters mostly for project presentation and discoverability. The owner name shows next to the project name on the project page and project listings. All projects belonging to a user or a group can be easily found under the user profile or the group page.

Starting group projects.

You can start a group project by clicking on ‘Start a Project’ link on your group projects page:

When a group-owned project is created, the project team is pre-populated with the active members of the group. All group members except for the project creator are added to the project in collaborator role. The project creator is added in manager role and can set project roles as desired for each added member individually.

Adding groups to a project.

When a project manager adds a whole group to the project team, the group is always treated as one entity. Their project membership is valid as long as their group membership is valid, which means that if you joined a project as part of a group and later decide to leave the group, you will no longer be able to access the project. At the same time, when you join a group, you instantly get access to any projects the group owns.

TIP: If you want only particular members of a group to join your project, do not invite the whole group but rather add people as individuals, so that you have more control over their membership in the project.

2.3. Finding projects

Every project has a unique alias name which helps build the project URL. For a project named ‘myproject’ the URL would be thishub/projects/myproject.

All of the projects you have access to will be listed on the main project page (https://research.hub.purdue.edu/projects), if you are logged in to the site.

Additionally, you can find your projects by going to (My HUB) page accessible via the top site menu. If you do not see the My Projects module already, you can activate it by clicking on the Personalize link on the top right and adding the module to the page. The module will list some or all of your projects with a link to your profile page, which has the full list of projects you own or have access to. The module will also show you if there have been any updates to the project since your last visit.

Another way you can find your projects is by going to the Projects tab on your profile page (click on the My Account link in the site header, then click on the Projects tab). There you will find the full list of projects you own and other projects that you have access to, along with an Updates Feed collecting activities across all your projects.

Similarly, each group has a listing of all group projects under the Projects tab of a group page. The Updates Feed will show recent activities across all group projects.

2.4. Project team roles

3. Start a project

3.1. Setup step 1: describe your project

3.2. Setup step 2: build your team

3.3. Setup step 3: privacy terms & grant information

3.4. Setup complete: welcome to new project area

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