Setup of Dataverse (Metadata blocks and facets) UI

[eaquigley]

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Author Name: Elizabeth Quigley (@eaquigley)
Original Redmine Issue: 3774, https://redmine.hmdc.harvard.edu/issues/3774
Original Date: 2014-03-25
Original Assignee: Mike Heppler

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Move description to be in the same area as the other fields for a dataverse as it appears in the mockup attached to this ticket.

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Related issue(s): #116, #378
Redmine related issue(s): 3525, 3793

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[eaquigley]

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Original Redmine Comment
Author Name: Elizabeth Quigley (@eaquigley)
Original Date: 2014-03-26T14:39:46Z

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Notes from usability testing:
-How can we integrate this into creating a Dataverse?
-When unselecting a metadata block, the facets still show, facets only related to the checked metadata blocks should appear
-Need to rename metadata blocks as users didn’t know that terminology
-Set of Metadata Fields
-Set of Metadata Elements
-Metadata Domain
-Metadata Standards
-Add in a preview for metadata blocks so users can see what is contained each domain
-Wasn’t obvious that a user could select more than one facet at a time
-Users had a hard time realizing they could uncheck the check boxes to see more
-Ability to communicate you can choose the parent or choose others (Session #9)
-How can we design this to show an option lies beyond this?
-“Hard to see which blocks are checked or not”
-Combine general information and setup into one: setup and have all things done when creating a DV in there, including metadata blocks and facets selecting
-“Use metadata blocks form parent dv”: needs to say from instead of form
-“I was looking for something that said Metadata”
-Can we add geographic coverage as a facet option?
-One user stated they couldn’t tell if changes had been made after selecting metadata blocks and facets. We need confirmation for this, i.e.-a success message

[eaquigley]

Notes from usability testing:

• How can we integrate this into creating a Dataverse?
• When unselecting a metadata block, the facets still show, facets only related to the checked metadata blocks should appear
• Need to rename metadata blocks as users didn’t know that terminology (went with Metadata Elements)
• Add in a preview for metadata blocks so users can see what is contained each domain
• Combine general information and setup into one: setup and have all things done when creating a DV in there, including metadata blocks and facets selecting
• “Use metadata blocks form parent dv”: needs to say from instead of form
• Can we add geographic coverage as a facet option?
• One user stated they couldn’t tell if changes had been made after selecting metadata blocks and facets. We need confirmation for this, i.e.-a success message
• Move description to be in the same area as the other fields for a dataverse as it appears in the mockup attached to this ticket.

[eaquigley]

We also need to add in the ability to select which metadata fields are Required, Optional, and Hidden. @scolapasta are you working on this in conjunction with the preview of fields?