OSP End-to-End Example: Faculty Profile

During a recent training session with the Ohio Learning Network, we demonstrated a common institutional form as implemented in the Open Source Portfolio (OSP) toolset: the faculty profile. Many institutions collect activity data from instructors every academic year. We use this common example to demonstrate the end-to-end creation of an OSP portfolio.

1. Create the forms

XSDWeaver

Using a tool like the XSD Weaver or your favorite XML editor, create the forms to collect the faculty profile information. In this case, we created four forms:
  1. Name and Title
  2. Teaching
  3. Scholarship
  4. Professional Development
  5. Service

2. Guide the data collection

Guide

It makes sense to collect information for the 5 forms in a linear direction. The Wizard and Matrix are OSP tools that guide the end-user through the collection of data. In this case, we use the Wizard tool to walk the end-user through the data collection of our 5 forms.
To create a wizard:
  1. Choose Guide from the left-column navigation. Then choose Wizard.
  2. Create a Sequential Wizard.

  3. Name and describe your wizard. Add instructions, rationale, and examples in Step 2.
  4. Add your 5 forms in Step 3.

3. Input Test Data

Complete the wizard as an end-user (preferably with a separate user account) to create usable data for the final step: creating a portfolio to present.

4. Create a Portfolio Template

To create a portfolio template from scratch, you would first use the passthru.xsl to output the raw XML that you have to work with.

XMLSpy

With the raw XML, you could then work with a desktop XML/XSL client like XMLSpy or Oxygen (Academic Pricing: $48 for a standard license) to build your XSL and preview it inside the client. You should not upload your XSL file to the OSP Portfolio Template until you have done significant testing inside your XML/XSL desktop client.

Once your XSL is created, add a portfolio template, choose Select File in Step 2, and upload your XSL file. In Step 3, add your 4 forms (choose Add to List after each addition. Also, add a selection of Type: Uploaded File to allow a faculty member to add a current CV.

Download our faculty profile portfolio template.

5. Create a Portfolio Presentation

As an end-user, choose the Portfolios tool to create a personalized presentation using the portfolio template we created. Step 2 will allow the end-user to associate the completed form information with the proper selections. Step 3 will allow the end-user to choose the audience that should be able to view the completed portfolio.

Faculty Profile

Using the same data that was collected in the wizard, we could create multiple portfolio templates that allowed multiple "views" of the collected data. For example, one template could be created for the provost view; one for an institution media guide; and one for public view if the faculty member desired.

Final profile available at sandbox.oln.org.

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