1. Outcomes from the July workshop
Presentation by:
David Michael
Business Development & Project Manager
Products and Services
eIS Science Technology & Medicine
The British Library
RIC 2.0 Development Workshop 29/11/2010
1

2. Where did the requirements come from?
 First closed beta release May 2008
 search/discover and funding
 collaboration and storage
 24 diverse Bio Medicine groups tested July-Sep 2008
 Feedback collated Oct 2008
 Engaging Biomedical Researchers Survey Q2 2010
 Gather evidence on researcher information behaviour across the
biosciences community
Take all the feedback from the community over the past 2
years and identify the critical parts of RIC 1.0 that need to
be in 2.0
2

3. How the requirements have been produced
Work Products
Title Included? Reason for Inclusion/Exclusion
Detailed Use Cases Y For key functions required in V2.0
Business Rules N RIC is not business orientated
although there may be specific
‘Research’ rules that may be
captured.
Non Functional Requirements Y
Logical Data Model N To be defined as part of BI
requirements
User Profiles Y
Usability Requirements Y
Education and Training Plan Y
3

4. RIC Project Owner Account Registration
RICUC001 Account Registration Workflow
11 13 16 18 19
Project Owner
Receives email
Populate web form Recieves feedback confirming user
Access link to web User logs in for
to set up user on errors and re account set up
form first time
account enters data with user id and
password
1
External Account
5 9 10
Initiate institution
Request Project
account request Receive institution
Receives feedback Owners to set up
Owner
via web form and Account code via
and updates user account and
detail account email and web
request provide link to web
number and users form url
form
required
2 4 8
7
Account Manager
Provide
Review Request
Feedback Provide Account,
N Receive institution 17
Ref code and web
account number
form url Manually Approve
6
3 user account and
Open Institution send email
Accept Y Account + confirmation
Request Generate number
on CMS.
N
12 14
15 Y
Automated check
Open web form Details Ok
RIC
of web form
4

5. Add additional Users
RICUC003 Add Additional Users to Projects Workflow
1 2 3 4
Project Owner
7
Add user name Exit add new user
Select the add new
Log in to RIC Access a project and email address function and return
user feature
and submit to project
5
Help Desk
Receive Form and
manually apply
permissions and
send email
confirming addition
to new project to
new user / s
6
User receives
User
email confirming
access to new
project
5

6. Document review workflow
RICUC004 Document Review Workflow
1 2 28
User logs in to RIC 11 25
User asked if
and accesses
User logs into RIC additional team Select Review Review changes in
project repository 9 members need Review deadline
to send existing deadline and doc and save as
and selects the arrises and User is
doc for review access to review provide final version
upload feature to informed of who
who don’t have commentary on
Document Owner
add document hasn’t responded
6 8 permissions review
User selects team
User logs into ric
User edits and members to review 26
and selects User selects
saves document / the document from
template saved in review feature Submit email
template list / or selects all Close review
existing repository (automated)
team members
3 4 10
5 N 12 24
User selects 27
Receives email confirming task
7 permissions for
User decides to select permissions for who complete and notification that the Submit email to
who can review /
can review / edit document within project task has been completed by reviewers who
Change edit document
team reviewer in RIC homepage havn’t fed back
Y permissions within project team
manually
13
Receives email
and review
notification within
RIC homepage
Document Reviewer
23
14 19 Open task in
18 personal hompage
Opens link in email and check task
Save document as complete
and logs onto the Close document
homepage
new version
RIC
16 21 22
20
Responds to email
Opens review task Adds commentary Respond to
Opens document Opens original and confirms task
notification in via track changes confirm task
for review email complete in
home page and comments complete email response
15 17
6

7. Resource Discovery
RICUC005 Resource Discovery Workflow
21
Use BL research Return to project /
Service home page
9
depending on
where search Y
originated
1 2 19
10 Select search
15 Start another
results to save and Save As
Log in to the RIC search
which repository to
and access home Open Project save in (personal /
page Project)
N
20
Return to project /
User
home page
3 8 depending on
Decide next
where search
4 Step
originated
Enter search
Select search site text and Click
link
Search 11 14
Open a result in
Close Window
separate window
7
xml
Full text
Receive Search
12
Results
Save Search
16
6 13 Add to link
Add to search repository
Save to repository
history 17
Add to Zotero /
Mendeley
RIC
5
18
Perform search
Add to Zotero /
Mendeley
7

8. Curation Workflow
RICUC006 Curation Workflow
5 8
N
Project Owner
Owner requests 6
runs curate All items
Project Ends other users to log
function within RIC curated
out via email
project User right clicks
items in repository
1 2 Y
to curate
Owner informed 9
Project Owner
other users in Confirm RIC can
Project and can’t package and
curate via pop up archive project
message
4
10
Save to chosen
repository
7 Automatically adds 11
3 to zip file
Y Project Zipped and
Check other
closed and further
users in project
access is denied
RIC
N
8

9. RSS Feed Management
RICUC007 RSS Feed Management
2 4
6 26
Log into RIC Access Hompage Select option Select feed to edit,
Select feed open it and make Exit
12 changes Manage
1 Click Save Feeds
Y
3 7 changes
Access Project Select feed/s Click delete
and any area with 13 24 Perform N
Select Manage
RSS feed manage another
RSS feed function
capability operation
(repository, idea 8 14
Click Add Feed Enter feed to add
USER
generation, 5 25
funding)
Import feed from Run import feed
9 Outlook 15 function
Export feed to
10 Outlook
11 Select feeds to
Run export feed Select feeds to import
function 17 export 21
20
Feed deleted
RIC SYSTEM
Provide list of RIC 23
16 rss feeds Provide list of
Import feeds Changes saved
19 outlook rss feeds
22
Export feeds to
18 Outlook
9

10. PowerPoint Workflow
RICUC008 PowerPoint Workflow
8 9
Log into RIC
access Project, Y
Repository, Slide Select Function Select slide to edit Select edit function
30
Library 27
2 18
Do a Perform N
1 10 11 N
simultaneous another Exit slide library
Select add slides Explore for edit function
to slide library presentations on 24
3 function local drive
USER 1
Save
Click check boxes edited slide
of slides to add to 12 13
Y to slide
presentation Open presentation library
Click check box/es
and select slides
of slides to delete
4 to add
Click create new
presentation 14
button 23 26
Click delete button
6 7
Save Edit Slide Close edited slide 29
Close Receive joint
presentation
Presentation editing rejection
to local drive
via a pop up
19
15 16 22
Send other Edited Slide saved
Open powerpoint Open
user a pop up to Slide Library
and add selected Slides deleted Add slides to slide powerpoint
to confirm
slides to from repository library with slide to 25
joint editing
presentation 5 edit 28
request
Changes saved
RIC
17 Y N
Confirm if slide is Approve
being edited by
another user
20
21
USER 2
Approve / Reject
Receive
Reject Joint
pop up
editing request
10

11. Discussion Workflow
RICUC009 Discussion Workflow
1 3
Log into RIC and
Open Discussions
access project
folder
homepage
4
Select Forum
2 15
5 12 13 Y
Respond to an 14 Click on restrict
USER 1
Select Restrict who viewing rights
existing discussion
Discussion Open new topic Add message can view function and
highlighted on
option message remove the rights
homepage
to view of selected
members in team
N
6
Open an existing
topic
7 8 9
Post / Cancel 16
Click reply Add message
message 11
Cancel N Click Exit
Continue Discussion forum
discussions and return to
project homepage
Post
Y
Message
10
RIC
automatically
posted to team
members via email
11

12. Task Management Workflow
RICUC010 Task Management Workflow
4 5 6 Self 12
Select Personal
3 User ID Save and Perform
Enter task Choose who to
Create new task Close another
Choose information assign task to
operation
Function
8
15 13
14
1 2 Select existing
Open task and edit
task to edit Team Member
USER 1
Exit tasks
Open task 7
Logs into RIC
management
Project Homepage
Function Select Team
16
Y members User ID
Mark as Save task and Save and Close
complate close
17
N
9
18 Inform team
Close Task and member of
Save Changes +
RIC
remove from users assigned task via
view email and proj display task in
homepage project homepage
11
10
USER 2
Receive task
assigned email
and update in
project homepage
12

13. Transfer Information to other sites
RICUC011 Transfer Information to other sites workflow.
1 2 6 7 8
Select where to
Access any project Export Select item to export item to
Log into RIC Click on export
repository export (Connotea
Mendeley etc)
4
Export / Import 12 13
Access mysite Select where to
repository Import import item from
Click import button
USER
(Connotea
Mendeley etc) 11
3
Neither
Exit other
environment
5 15
10
Return to mysite or Select item to Save Changes in
project repository import other environment
14 16 9
Seamlessly open Seamlessly open
Import item to
RIC
17 import export
repository
environment environment
Save Changes
13

14. Search for Collaborators
RICUC012 Search For Collaborators Workflow
1 3 4
2
View meet new
people with Click Send email
Open Personal Enter message
matching to potential
profile and click submit
expertise / collaborator in RIC
interests
USER 1
9 10
Define future
Receive response
collaboration
via email and
outside of RIC and
message on home
return to RIC
page
profile
5 8
RIC
Send email Send response
Y
11
6
USER 2
7
N Collaboration does
Receive email Send response
not happen
14

15. Bibliography Formatting Workflow
RICUC013 Bibliography Formatting Workflow
3 4
Select reference
Check box against
from project or
file name to export
personal
references from N
repository
10
6
USER
1 Click on export to 13
9 Y word / reference 14
Log into the RIC Export to Y
Select manager function Edit, Save / Close
selects a project Select citation reference Repeat
Bibliography Click on export in word or ref
and accesses the style manager or process
formatting tool manager
tools section word
2 5 15 N
11 Select Reference
Manager / Word Exit
7 12
Open word /
Export references Display references reference manager
RIC
in required style in text window with references in
required style
8
15

16. Profile Update Workflow
RICUC014 Profile Update Workflow
1 3 4
2
5
Edit information
Open Personal
Log into ric Click on edit profile manually in Save changes
profile
personal profile
USER
N
Y 8
7 Close
All information
profile
present?
editor
6
RIC
Changes saved
16

17. Annotation Workflow
RICUC017 Annotation Workflow
Y
1 2 3 13
8 9
12
USER
View annotation
User logs onto RIC N
User selects item history Add text, rating, Annotate
and accesses a Click submit Exit repository
to annotate tags to annotation another item
project repository
4
Exit Annotation
history
6
N Generate blank
Average ratings Save changes
annotation form
10
RIC
5 7 11
Y
Determine if user has Generate
annotated the same item annotation form
before with previous entry
17

18. Live Meeting Workflow
RICUC018 Live Meeting Workflow
4 7
1 2 3
Open windows live
USER
Log into ric and Add attendees to Run Livemeeting
Open project and run live
access home page live meeting in RIC
meeting
5
RIC
Send invite via
email
6
USER 2
Receive and
accept invite
18

19. Non Functional Requirements – Performance and Capacity
ID. RIC Area Name Description
NFPC002 Accessibility Cloud Hosting Hosting the service online obviates the need for local installation and the
requirement to constantly upgrade technologies as new features become
available.
19

20. Non Functional – User Experience
ID. RIC Area Name Description
NFUE001 Accessibility Single Sign on Need for single sign on. Compatibility with Athens / Shibboleth with
seamless logon to externally linked services such as Connotea and
Del.icio.us.
Identity management to include links to federated access management
systems (e.g. Shibboleth). The reason for this is to make it easier for
those in HEI to use the RIC for university-SME collaborations.
Southampton doing Shibboleth review
NFUE002 Enabling Identify logged in A facility to identify who is logged on will be required via pop ups on
Collaboration team members Home Page. Out of the box – all tested
NFUE003 Accessibility Browsers The service will be available over the internet and will be accessible
through major Web browsers such Internet Explorer Safari and Firefox.
The aim is to make the service available to the user wherever they or
their colleagues may be. This includes ensuring accessibility via
mobile/portable hardware such as netbooks. The RIC will also need
testing on Chrome
NFUE004 Home Page Home Page When users log on to the RIC their Home page will be displayed. This
configuration Home page will present projects in which they are involved in via the top
link bar and the activities that have recently taken place within those
projects. Users will be able to enter the project workspace by clicking on
the project name.
NFUE005 Home page Personal The user will have access to a set of personal repositories (e.g.
Repositories documents, references etc), selected when the user registered for the
service (see Out Of The Box Solution feature). The personal repositories
should be the same as the project repository space – see below. 20

21. Non Functional – User Experience
NFUE006 Enabling Project Repository A suite of shared repositories will be available in the default project template in the
collaboration: shared left hand navigation bar. These will include repositories for:
repositories: Documents
References
Bookmarks
Slides
RSS feeds
Images
as well as more specialist ones (e.g. medical images) as they become available.
NFUE007 Enabling Wikis and presence The demand for other forms of communication such as instant messaging and Wikis
collaboration: engine will be investigated during beta evaluation; evidence for this functionality being
discussion forums: required by the target audience is not yet available.
NFUE008 Enabling Identify Users will be alerted via their profile page to other people with similar interests to
collaboration: finding Collaborators enable them to identify potential collaborators. This will be dependent on these other
collaborators: people providing enough content in their profile (e.g. tags) to enable them to be
matched and allowing the information to be made available to others (see Home
Page feature).
NFUE009 Resource discovery: Resource Each resource will have a description to enable users unfamiliar with the resource to
Identification assess its value to them within their default project template.
NFUE010 Tools to assist Data Storage and Users will be able to store data as well as documents within the RIC, thus
experimentation: linking maintaining linkages between the various research outputs.
NFUE011 Curation of projects Object Reuse Future releases of the RIC may include use of the Object Reuse Exchange protocol
and data: Exchange in order to maintain relationships between the curated objects. Assignment of name
identifiers will be done through links to the Names Authority Service.
NFUE012 Site Templates Modify the RIC Project Owners will be able to generate new project templates and modify the
environment generic RIC site. Project Owners will be able to select the repositories they require
for each project by personalising the default template (see Out of the Box Solution
feature).
There will be a mechanism to allow other resources to be installed into the template.
NFUE013 Site Templates Modify the RIC Documentation will be provided for adding RIC plugins
environment 21

22. Non Functional – Plugin Reqs
RIC Area Name Description
ID.
NFPR001 Tools to assist OneNote OneNote will be provided as a means of logging experimental protocols
experimentation within the RIC. Other Electronic Laboratory Notebooks will be
: investigated as part of ongoing development.
NFPR002 Tools to assist Excel Common tools for data manipulation will be provided that can be
experimentation launched as standalone or as online services. The default tool will be
: Excel due to its popularity for recording and manipulating data.
NFPR003 Tools to assist Experimentation Feedback has shown that the methods that were used to generate the
experimentation workflow tools data are considered to be as important as the data itself in some
: circumstances. Within bioinformatics there is increasing use of
automated workflow tools to generate data. For this reason the
biomedically focused release will provide the following bioinformatics
tools as default:
Trident workbench (including Microsoft Biology Foundation toolkit)
myExperiment (to find workflows; enactment to local Taverna
workbench)
NFPR004 Enabling Calendar and An optional shared calendar plug-in will be offered.
collaboration: Project
scheduling: functionality The inclusion of project management tools for planning and scheduling
would provide a more rounded, integrated environment 22

23. Non Functional – User Profiles
User Profile Characteristic Description
Char. No Group
UP001 Personal Home page: The user’s personal profile will be accessed via the Home
Profile page. The profile enables users to share information about themselves
such as their expertise and interests – and a photo. This information is
valuable when others are trying to identify potential collaborators (see
Enabling Collaboration: Finding Collaborators feature). The user will be
able to select which fields are kept private and which can be shared. This
is also where users will change their password.
UP002 Notifications Users should be able to configure what they want to be notified about
(e.g. to be notified that items have been deposited) within their profile
23

24. Research Information Centre
Questions?
email: david.michael@bl.uk
www.bl.uk/reshelp/experthelp/science
24