Podio

Current Uses of Podio

• Contact list
• Project list
• Grants submitted/accepted/rejected
• Webforms
  • Annual Check-in
  • DRS Toolkit CFP
  • Service Requests
• TEI Membership
• Lab Access
• Tracking Events
• Tracking Consultations and Custom Workshops

Assessment Documentation

Reporting - General Process

All app data can be exported into Excel for further analysis.

In Podio, reporting works on whatever sub-set of data you have in the workspace in front of you. Generally, the home page of an app shows all data, so reports will run on all data.

To run reports on only a sub-set of the data (say, from a particular category like "DRS Consultations"), you must first filter the data, and then run a report on that set of filtered data.

(1) Go into the relevant app

(2) First "filter" the items by the necessary date range, category, or other limiters. You may save that filter in your private views (just to keep the team view uncluttered)

(3) Click on the plus sign next to "reports" to analyze that sub-set of data. Common requests might be: count the number of items, sort by date; calculate attendance, sort by date; calculate attendance by College/Dept

(4) You may save those reports in the app view to share with the rest of the team

Reporting - Subject-specific Consultations

We currently track DRS, GIS, and Data Visualization consultations using categories in the "Consultation & Custom Workshops" app.

Existing reports

Some are in the team view, to the left of the page, and some under the green "Reports" button to the top right.

Creating a new simple team view

This is the constantly-updating list that appears to the left of the app.

• First create a filter (funnel icon in the upper left corner of the workspace). Select the appropriate categories and save your new sub-set as a new team view.
• Second, split that filter by the required data elements. The most frequently requested will be by date, generally monthly. Use the monthly reports to add up totals for a fiscal year or other reporting date range.

Assessment Definitions

Data Definitions

Consultations vs. Custom Workshops vs. Events

There are two apps in Podio: "DSG Events" and "Consultations and Custom Workshops".

• Consultations: one-on-one or small group meetings where the focus is on planning or implementing a specific project. You will know and be able to track the College and Department.
• Custom Workshops or Lectures: designed for a specific audience or class, with the audience and their background generally known ahead of time. You will know and be able to track the College and Department. Examples include: class visits introducing Wikipedia, Tableau for business majors, Intro to the DRS for a class using CERES, or a custom GIS session only attended by members of a specific class or department.
• DSG Events: designed for a broad audience where you generally do not know the audience background ahead of time. You will not know or be able to track the College and Department. Audience may be NU-only, or include outside community members. Examples include: many regular WWP workshops, the Fall Welcome, open GIS Basics workshops, open Using Zotero or Intro to the DRS and Data Management.

DSG Event Categories

• Reading/discussion groups: Event where the primary task is discussion among the group, rather than a presentation by a single person
  • NB: this is the default category for DH Open Office hours and Encoder Reading Group, though special occurrences of those meetings may move into other categories
• Working groups: Event where the primary task is hands-on work on a theme, usually led by a single person but with the expectation that most activity is hands-on and done in a peer environment
• Informational/demo presentation: Event where a single person gives a largely demonstration-based lecture. Examples include:
  • Special visitors to DH Open Office Hours with a prepared and scripted presentation
  • Brief "learn about Zotero" or "learn about the DRS" sessions for Open Access October
• Hands-on practicum workshop: Event where the expectation is that attendees create something with hands-on work. Generally more than one hour.
• Extended workshop: Event lasting a half-day or more, where the expectation is that attendees create something with hands-on work. E.g., WWP one or two day workshops, or 4-hour plus GIS or Data Visualization workshops.

Instructional Activities and Events

The User Experience Librarian reports these in several different buckets, as of Spring 2016.

• University Factbook: "Instructional" sessions
• IPEDS: all events sponsored by the library (include tours, discussion groups, anything except events where the space is booked by external departments such as CATLR or ATS)
• Provost: "Instructional" sessions (teaching a skill), tours, library programs

Using our internal Podio categories we categorize "Instructional" sessions as:

• Any custom workshops (from Consultations & Custom Workshops app)
• Any event (from Events app) categorized as
  • working group
  • informational/demo presentation
  • hands-on practicum workshop
  • extended workshop