• pfsm20 insumo121

Wiki modificadas recientemente November 1, 2020 por facilitfsm


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0/ TWO PARAGRAPH SUMMARY

Adapt from existing registration module in WSFTE2020 https://join.transformadora.org/ , a WSF virtual 2021 registration module for actors participant person and organizations/ facilitating entities – and for the acts of participation proposed by those organizations: activities- encounters - initiatives, published news, expression of interests from entities

The module is valid for a series of events (a few consecutive days) and for the rest of the time during a period of time from December 2020 – to end 2022 -

The module features

 1/ an interface for editing  and reediting the descriptions of actors and participation acts that have been created, all having their own url, showing public part of the data filled in description forms

 2/ a directory view with search options for each type of actors or act of participation, and allowing navigation between the actors and acts of participation along their relationships in the database

3/ program view for activities/sessions and “calendar of public actions” view for initiatives

The module is publicly accessible for WSF 2021 participants or interested public for a limited series of use case

1/ see and search “who is in the wsf 2021 open space of encounters” and “who is doing what with who in that space,”

2/ access optional interactive groups created and managed by organizations/entities through protocols defined by them

At this point, considering time, possiblity of interactive groups,  there is no request for more interactive functionalities such as  individual  registering in activities 

Dates management : As there is not a centralized management of online logistics, and program is mere reflection of activity dates - there is no  registration deadline : the scheduled date for an activity  can be any time after the date of creation of the activity -  same for inititiatives : public action date are to  be placed after the date of creation of the initiative  -  for encounters : sessions activity  date can be placed before or after the date of creation of the  encounter - 

Releases ; Registration of people organizations  activities initiatives is a must  while Registration of encounters news and expressions are next steps ( release 2)  Minimalist directories  of people organization activities initiative with minimal search are a must,  More navigational and informative directories are next steps (release 2)  

As in wsfte, the module “admin facet” Allows to send by email “in the civicrm way” (relevant information to segments of the registered participants or contact persons for organizations or groups of organizations responsible for encounter activities initiatives.

The data is under responsibility of facilitating group (GF) WSF 2021 which is not a legal entity and it is used for the operation and development of wsf 2021 and further of wsf process in general

At the end of a two paragraph summary  there is a plan to more comprehensive expression of need for adapting  the existing module

see the plan 

@1/ CONTEXT  -  @2/ PROPOSAL - @3/ REGISTRATION OF INDIVIDUALS IN THE MODULE  -  @3B/ REGISTRATION OF INDIVIDUALS IN THE EVENT & PROCESS -  @4/ REGISTRATION OF ORGANIZATIONS -  @5/ REGISTRATION OF FACILITATING ENTITIES -  @6/ REGISTRATION OF ACTIVITIES - @7/ REGISTRATION OF INITIATIVES - @8/ REGISTRATION OF ONLINE ENCOUNTERS - @9/ REGISTRATION OF NEWS FROM WSF -  @10/ REGISTRATION OF EXPRESSION OF INTEREST SUPPORT

DIRECTORIES - @3D / PARTICIPANTS DIRECTORY  - @4D/ ORGANIZATIONS DIRECTORY - @5D/ FACILITATING ENTITIES DIRECTORY -  @6D/ ACTIVITIES DIRECTORY -  @7D/ INITIATIVES DIRECTORY -  @8D/ ENCOUNTERS DIRECTORY -  @9D/ NEWS DIRECTORY -  @10D/ EXPRESSIONS  DIRECTORY - @11/  EVENTS AND PROCESS PROGRAM VIEWS - @12  PROCESS PUBLIC ACTION DATE CALENDAR

@13/ WHAT IS DONE WITH THE DATA  -  @14 / COEXISTENCE WITH THE PIONEER INDIVIDUAL REGISTRATION - @15 PERSONAL ACTS OF PARTICIPATION - @16  COVERAGE OF MEXICO EVENT - process  - @17 DATES MANAGEMENT

 

 

1/ CONTEXT

WSF virtual event January 25-30 2021 and follow up process throughout 2021 is announced. http://openfsm.net/projects/fsmvirtual2021
Organizing committee/facilitating group ( GF) is being formed see invitation here to a nov 4th meeting 9am -12am : http://openfsm.net/projects/cifsm2021/cifsm2021-articulacion-insumo39/#EN

 if mayfirst is willing to join this GF meeting there is a pre register zoom link  available

The invitation states at this point : Your organization, movement or global network is also invited to this co-construction: to be part of this Facilitating Group, to be included in its working groups, to build self-managed activities that contribute to the efforts of articulation and preparation of actions.

The invitation also states the continuity of a process throughout 2021 :

More than that: this WSF event will continue in a wide and intense process of debates, articulations, campaigns and struggles, which will take place in all continents and throughout the year, towards the next post-pandemic planetary edition of the World Social Forum, which should take place at the end of 2021 or beginning of 2022, which is being scheduled for Mexico.

The IC WG communication is de facto entrusted with building /recycling a website projected for Mexico wsf which is postponed –

Here is the work plan communicated in last IC meeting http://openfsm.net/projects/cifsm2021/cifsm2021-com-insumo12/#EN

see part 3 about the registration system

see part 5 about the website work in progress to be promoted by November 15th and in next IC meeting November 7 8thhttp://wsf2021.net/

The context is explained and Mayfirst can also be a proactive actor in the decision process through participation in WG comunication and  Faciltating group  

 

2/ PROPOSAL

 A civicrm registration module https://join.transformadora.org/ has been crafted in WSFTE process context

The proposal is to adapt and run in the wsf2021.net infrastructure a WSF 2021 version for this module , basically “as is” about the database structure (except for introducing on line encounters news facilitating entities expression of interest) with the following features

It is possible to make out release 1 and release 2  or 3  -  a release 2 is tentatively indicated for new requirement

 

3/ REGISTRATION OF INDIVIDUALS IN THE MODULE  –could have a  public  field   allowing people to refer to their participant number in the pioneer inclusion system based on a simple online form see here http://openfsm.net/projects/pfsm20/pfsm20-participaciones/#200 -
Note :  directory of individual is needed for identifying those who create news in the name of orgainzations ( see point 3D and  9 below )

No payment is involved throughout 2021 process

>>>  fields  http://openfsm.net/projects/pfsm20/pfsm20-insumo120/#P 

3B/ REGISTRATION OF INDIVIDUALS IN THE EVENT & PROCESS

It is not so clear why  there is a separated creation of user  and  inscription for event – process – maybe due to payment  (  to be clarified

>>>> fields ( partial) http://openfsm.net/projects/pfsm20/pfsm20-insumo120/#EV 

 

4/ REGISTRATION OF ORGANIZATIONS - can be done by one or two registerd individual co responsible for being the organization contacts -

Some fields could be added changed

Giving optionally an access method to some possible interactive groups completely managed by the organization - members group - or contact with orga group – (these changes do not impact the database structure of the existing tool, only adding fields)

Automatic  Reverse  display links  -  The public description page of the organization is Showing automatically the activities encounters initiatives news where the organizations is involved – see related activities field in https://join.transformadora.org/organizations/421

>>>>>  fields  http://openfsm.net/projects/pfsm20/pfsm20-insumo120/#O 

 

5/ REGISTRATION OF FACILITATING ENTITIES (NEW for  release 2)) - can be done by 2 people co responsible for being entity contacts - ( Is a copy paste of the organization registration)  

Indicate in a text field list of links to participating organizations being present in this facilitating entity

Fields - Describe the function of the facilitating entity , possibly mentioning links to other such entities

Giving optionally an access method to some possible interactive groups completely managed by the entity - participants member group - or contact with entity group – (these changes do not impact the database structure of the existing tool, only adding fields)

IMPORTANT : Facilitating entities cannot be included as organizers of activities encounters and initiatives, but they can produce news

Automatic  Reverse  display links :  The public description page of the entity is Showing automatically a link to the news produced by the entity

>>>>> fields   ( to be created) 

 

6/ REGISTRATION OF ACTIVITIES ( one shot dialogue moments) -

In WSFTE implementation there is only one contact person for an activity. The reason for this is unknown, however for minimizing adaptation effort, it is not required to add a second one

It is necessary that at least one organization is taking responsibility for the activity - This is going up to 5 organizations and after the 5th a text field appears for activities prepared with more organizations involved

Some descriptive fields should be added changed (these changes should not impact the database structure of the existing tool)

Giving optionally an access method to some possible interactive groups completely managed by the organizations preparing the activity - activity preparers group - or contact group for participation in activity

Inclusion of fields about modalities and places, as activities can also be face to face during the event and process ( to be detailed further)

In the public display of the activity page :

Add an automatic reverse link field : if an activity has been included as linked to an encounter in an encounter form, page  should show automatically the reverse link to this encounter

Add an automatic reverse link field: if an activity has been included as linked to an initiative in an initiative form, activity page  should show automatically the reverse link to this initiative

Add an automatic reverse link field: if an activity has been included as linked to news in a news form, activity page  should show automatically the reverse link to this news  

>>>>  fields  http://openfsm.net/projects/pfsm20/pfsm20-insumo120/#A 

 

7/ REGISTRATION OF INITIATIVES two reference persons and 5 co promoting organization with a text field to more organizations

The editing of initiatives (which is not currently visibly active in WSTE module but works) - allows to include a link to a series of activities related to the initiative, as is visible in https://join.transformadora.org/initiatives/883

Some fields should be added changed (these changes do not impact the database structure of the existing tool)

Adding 3 groups of fields for describing up to 3 public action - action name - type of action link to action description - action date -– status of date(possible – tentative – confirmed -

Giving optionally an access method to some possible interactive groups (completely managed by the organizations promoting the initiative: initiative promoter group - or group of contact with the initiative

>>>>>> fields    http://openfsm.net/projects/pfsm20/pfsm20-insumo120/#I 

 

8/ REGISTRATION OF ONLINE ENCOUNTERS (NEW. RELEASE 2)   Encounter are series of activities/sessions linked by a permanent chat group – ie something more ambitious than a one shot webinar, allowing more in depth dialogues towards some perspective indicated by the proponents

The encounter is basically a clone of INITIATIVE with two refrence persons and 5 organizations+ text description of over 5

Main fields are topic – perspectives- methodology ( to be detailed)  

Giving optionally an access method to some possible interactive groups (completely managed by the organizations promoting the encounter: encounter animation group - or group for participating in the encounter through its permanent chat ( distinct from the groups possibly linked to each activity session)

There is, as for initiatives, ( see https://join.transformadora.org/initiatives/883 )possibilities to mention links to specific activities/session, which are in the series of sessions making up the encounter.  Possibly Limiting the size of this list

( a priori WITHOUT coherence check that the co organzing entities for the activities comprises at least one organization form the encounter proponent group of entities – maybe a message can be sent  automatically from time to time to the contact person of the activity – your activity is displayed as being part of encounter xxxxxx )

>>>>>  fields to be created  

 

9 / REGISTRATION OF NEWS FROM WSF (NEW. RELEASE 2)    

 The detailed description and publishing of the news is done outside the civicrm  through a specific form, However  the connection of the news  to their  authors and objects can be shown In civicrm

“who ( author and their organizations and possible facilitating entities) has published what news” ( link in the news repository) and  when

Main fields  of this news description  page are title published date and link to news and the organizations entities and activities or encounters of initiatives object of news, if be the case

Giving optionally an access method to some possible interactive groups (completely managed by the organizations publishing the news : “news comment group”

This connection display  allow the automatic generation of a reverse link , mentioning the news published by an organization or facilitating entity or about an activity, initative, or encounters in the  respective description file of those actors or acts of participation

 

>>>>> fields to be created 

 

10 / REGISTRATION OF EXPRESSION OF INTEREST SUPPORT (NEW. RELEASE 2)    

 

“who (organizations) is expressing interest for what  act of participation ”

Main fields :  who = one organization am representative of -  interest for what =type of act of participation  initiative – encounter -  activity  - type of expression of interest ( categories) - free text expressing the support

>>>> fields   to be created

 

DIRECTORIES
They are meant to offer search options and 
 navigation between the actors and acts of participation along their relationships in the database
Navigation : Directory of object X is  meant to show links  to  other objects with which object X is related

"counting"  : Directory  of object X can show  "counts " that link to a list of displays around object X  examples - 

example with   object  "organization"  >>  number of  people claiming to be in a same organization  besides the two identified  representatives   - number of news  published by a given organization - number of activities   or initiative  where an a given organization is involved in the first 5  -  number of expressions issued by a same organization 

 

3D / PARTICIPANTS DIRECTORY  ( NEW   to be created  RELEASE 1)

LIST SHOWING

user first name – and a registration number associated to it  - and its country of residence

the organizations the user is  pretending to part of   (how many of them?)

the organization the user is a  reference person for

SORTED BY date of registration,  organization name,

SEARCHABLE by country indicated - by organizations - by any expression in public description paragraph (ivisible in the person display page)

Note :  this directory is release 1  because there is need to have a public  user  identifier  for the "news from wsf " production which is out of the civicrm registration

 

4D/ ORGANIZATIONS DIRECTORY -  https://join.transformadora.org/?q=organizations

LIST Showing  : organization name - number of person related to this organization- main activity – country – number of interests expressed( see 10)

SORTABLE BY : organization name   -  country

SEARCHABLE by : organization name - by any expression in the main activities

 

 

5D/ FACILITATING ENTITIES DIRECTORY

LIST Showing  : entity name - number of organization mentioned – task description -  geog area of activity

SORTABLE BY : entity name   -  country

SEARCHABLE BY : entity name  -  involved organization name - by any expression in the task description – by expression in area

(question decentralization ? – areas  

 

 

6D/ ACTIVITIES DIRECTORY  https://join.transformadora.org/?q=activities

LIST Showing  :  date -  title  -  orga proponents – language  – themes/area -  location ( online mixted  local – country  when mixed or local

SORTABLE BY : date  - entity name   -  country

SEARCHABLE BY :  date  -  activity  name  -  proponent orga name – themes  country   ( combined seaches?)

Program is a filter of activity directory

 

 

7D/ INITIATIVES DIRECTORY   https://join.transformadora.org/?q=initiatives

LIST Showing  :  date of next action –type of action -  ini title  -  type of init-  orga proponents –  themes/area -  location of action

SORTABLE BY : date of next action date   - entity name   -  location of action

SEARCHABLE BY :  date of next action  -  initiative   name  -  proponent orga name – location    
( combined seaches?)

 

 

8D/ ENCOUNTERS DIRECTORY  (NEW RELEASE 2)

LIST Showing  :  encounter title  –perspective  -  proponent   orga  - number of sessions –  themes/area -  geog area

SORTABLE BY : next session  date   - encounter title   

SEARCHABLE BY :  next action date  -  perspective  -  proponent orga name -   themes  -  geog    
( combined searches?)

 

 

9D/ NEWS DIRECTORY (NEW RELEASE 2)

LIST Showing  :  encounter title  –perspective  -  proponent   orga  - number of sessions –  themes/area -  geog area

SORTABLE BY : next session  date   - encounter title   

SEARCHABLE BY :  next action date  -  perspective  -  proponent orga name -   themes  -  geog    
( combined searches?)

 

 

10D/ EXPRESSIONS  DIRECTORY (NEW RELEASE 2)

Summarized LIST Showing  :    acts of participation –number of interests expressed   clicking on the number  shows

SORTABLE BY : date   - encounter title   

SEARCHABLE BY :  act of participation   -  organization   -
Sub  list  showing for one  act of participation –  type of interest -  emitter organizations  –  short expression texts – date of expression  

Sub  list  showing for one  organization  –  type of interest -   object act of participation –  short  expression texts – date of expression  

 

 

11 / showing the 2021 EVENTS AND PROCESS PROGRAM VIEWS

Some indications and Handling of the event & process program WSF 2021 through the registration tool

Not clear if there is need for the notion of event – which seems to be in the current module although not explicated – (need more info)

Program views  are filter of activity directory on time  and on location  

provide a “ eventX program view ” by automatic simple sorting of activities that are between 25 and 30 january 2021 ( parameter dates) –

provide a “ 2021 process activities  view ” by sorting of activities that are out of event related dates  event 2 dates 2021, and between two dates start and stop of process ( parameter)

FURTHER FILTERING ON LOCATION ( issue  of taxonomy  through an admin editable table  ascribe any location to up to 3 admin defined “areas”

SEARCH in the program view – no different from search in activities directory

 

 

12/ 2021 EVENTS AND PROCESS PUBLIC ACTION DATE CALENDAR

The basic info is the initiative directory – from there there is establishment of  the list of all action dates  (at least 1 and up to 3)  contained in the initiatives present in the module

provide a “ calendar view ” by automatic simple sorting of initiatives according to the date of first public action with  start and stop date  as parameter

SHOWING Action date  - action name – action type – action scale – action location ( participant defined) – action area ( admin defined)  -   initiative title  - number of interest expressed for the initiative ( see part 10 and 10 D)

FILTERING ON ACTION LOCATION ( issue  of taxonomy  through an admin editable table  ascribe any action location to up to 3 admin defined “areas”

 

 

13/WHO IS OWNING THE DATA PRODUCED BY the forms ? WHAT IS DONE WITH THE DATA ?

The data is under responsibility of the GF WSF virtual process and event - it is stored in civicrm and administered as civicrm allows no acess to this admin interface at the moment so cannot see if there is something to specify  )

 

 

14/ COEXISTENCE WITH THE PIONEER INDIVIDUAL REGISTRATION

Previously and in parallel of the registration module A simple “welcome scheme “  is implemented through a form  a list of public profiles , and the creation of whatsapp contact exist independently from the registration system

Form  https://framaforms.org/contacto-inclusion-proceso-fsm2021-1582471657

List of public profiles http://openfsm.net/projects/pfsm20/pfsm20-participaciones/#200

This pioneer registration  is run independently from registration module , it offers  access to a series of welcome encounters

There will be reminder to the current 200+ participants to register in the new module and describe activities, initiatives, encounters, news etc

There will be a stimulation so that  welcome encounters are registered as  such :  encounters  with a why and how participate facilitation perspective   

by  the GF  as an exception to the rule that encounters are  organized only by participating organizations

by  specific organizations   that can be gathered in a welcome initiative , if it is decided in the GF not to use those whatsapp groups perspective

 

 

15/ REGISTERING  PERSONNALLY IN ACTIVITIES  -   SUPPORTING PERSONALLY INITIAITVES

At this point, considering time,  there is no request for more interactive functionalities such as registering  individuals  in activities or su

1/ this expression of interest can be done in a way through  participants  joining interactive groups through the access method indicated by the proponent of the activities in the description of such activities – same for initiatives

2/  further away expressing individual intentions to participate or support  etc could be done by a limited number of declarations on the model of expression of interest by  organizations ( part 10 and 10D

 

 

16/ COVERAGE OF  MEXICO EVENT - process ?

It remains to be seen whether Mexico is just another event using the same registration module and the same forms , or if it develops some specific formats, in the same registration module or if it will use another registration system - also payment of a fee could be required

 

17  DATES MANAGEMENT 

Dates manangement : As there is not a centralized management of online logistics, and program is mere reflection of activity dates - there is no  registration deadline : the scheduled date for an activity  can be any time after the date of creation of the activity -  same for inititiatives : public action date are to  be placed after the date of creation of the initiative  -  for encounters : sessions activity  date can be placed before or after the date of creation of the  encounter  

 

18  RELEASE CONTENTS

Releases ; Registration of people organizations  activities initiatives is a must  while Registration of encounters news and expressions are next steps ( release 2)  Minimalist directories  of people organization activities initiative with minimal search are a must,  More navigational and informative directories are next steps (release 2)