[SFS] Develop a more guided process to enter information to factsheets

[stap-m]

Description of the issue

This comes from the OEKG meeting on 2023/04/13:

The ideas is to:

• Not show all information at once (reduce list at start)
• Do not show all "fields" at once (sector divisions, energy carrier ...)
• Divide them into modular steps (compare to the upload wizard https://openenergy-platform.org/dataedit/wizard/)
• The first draft should be done very fast with general information. Three levels:
  1. Level 1 Beginner (Are there Energy Carriers? Yes/no)
  2. Level 2 Advances (Which energy carriers do you use? Gas, Coal, ..)
  3. Level 3 Expert Mode (Which energy carriers are modeled in detail? Hard Coal, Lignite...)

Factsheet

Study / Scenario

Field

Name of the field, see Documentation

FS	Field	Level	New field required	Step
Study	S1 - Name of study	1	--	1-1
Study	S2 - Acronym	1	--	1-2
Study	S3 - Institutions	1	--	1-3
Study	S4 - Funding source	2	--	2-1
Study	S5 - Research Question	2	--	2-2
Study	S6 - Contact person	1	--	1-4
Study	S7: Sector divisions	2	--	2-3
Study	S8: Sectors	2	--	2-4
Study	S9-1:	1	Are energy carriers and energy transformation processes represented in the study? (y/n)	1-5
Study	S9-2: Energy carriers and energy transformation processes (highlevel)	2	restructure S9 and S10	2-5
Study	S9-3: Energy carriers and energy transformation processes (detailed)	3	restructure S9 and S10	3-1
Study	~S10: Energy transformation processes~	3	--	3-2
Study	S11: Keywords	2	--	2-5
Study	R1: Report Title	1	--	1-6
Study	R2 - Date	2	--	2-6
Study	R3 - DOI	2	--	2-7
Study	R4 - Place of publication	2	--	2-8
Study	R5 - Link	1	--	1-7
Study	R6 - Authors	1	--	1-8
Study	A1 - Scenarios	level 1	Have there been scenarios used or developed for the study? (y/n)	1-9
Study	A2 - Scenarios	level 1	Have energy system models or frameworks been used in the study? (y/n)	1-10

FS	Field	Level	New field required	Step
Scenario	SC1 - Name of scenario	level 1	--	1-1
Scenario	SC2 - Acronym	level 1	--	1-2
Scenario	SC3 - Storyline	level 2	--	2-1
Scenario	SC4 - Spatial regions	level 2	--	2-2
Scenario	SC5 - Interacting regions	level 2	--	2-3
Scenario	SC6 - Scenario year	level 2	--	2-4
Scenario	SC7: Keywords	level 2	--	2-5
Scenario	SC8 - Input/output datasets	level 2	--	2-6

Ideas of solution

Describe possible addition in detail.

[stap-m]

I created two tables above to categorize the level of skills / detail for the fectsheets. The currently proposed order of questions is derived consequently.

I am wondering, how the different levels should be interweaving/separated from each other: e.g. we could ask questions like "do you want to give more detailed information on energy carriers? (y/n)" or we could let the users finish one level and then lead them to the next level. We should anyhow avoid the impression that doubled information has to be added, i.e. once at a high level and once in detail.

[jh-RLI]

I will talk to @bmlancien today and we will try to create basic mockups for the redesign. I will present them on the second day of the project meeting next week. I think it's worth considering a complete redesign. The current user interface looks very different from the rest of the OEP. However, we will focus on reworking the process of creating the factsheet, as suggested in this issue.

[u-mueller]

This also is related to OpenEnergyPlatform/oeplatform#1524: Maybe we should think of restructuring ´sector division´ and ´sector´ in the same way as proposed (and implemented) here.

[adelmemariani]

I divided the factsheets into different steps:

Does it help to have a better UI?

[bmlancien]

Yes @adelmemariani, something divided into steps is a good idea, although it also has to be clear that they are optional. I'll create a mockup to help with the process.

[stap-m]

This is implemendet.