TWE: Template Issue: Research: Interview Transcription: Set Up

[bradyse]

Overview

We need to create a template issue for TWE: Research: Interview Transcription: Set Up so that we have a consistent, transparent, defined and self-supporting structure for people creating them.

Action Items

Customize this issue

• Customize this issue by adding the Name of Issue Template.
  • Note: An issue template's name is different from the issue title created from the template.
  • [x] Search for TWE: Research: Interview Transcripts: Clean up and De-identify by using the browser search (Mac: ⌘+F; PC: Ctrl+F)
  • [x] Replace the keyword string (including text and the brackets) below with the name of your issue template according to the template naming convention: TWE: Role: Direct object: Action verb
    • The role is the primary owner of the issue template (e.g., Research, Design, Product)
    • Direct object should be the item that we're updating or working on (e.g., Wiki, Interviews, Roadmap)
    • Action verb should be the main descriptor of the action items (e.g., Update, Create, Transcribe)

Customize the issue settings (located in right sidebar)

Change the issue settings to ensure the issue is properly categorized and easy to manage.

• [x] Under Assignees, assign yourself.
• [x] Under Projects, choose gear, choose Repository, and choose TWE Project Management.
• [x] Add the milestone: Project Management
• [x] Add a feature label specific to what the template is related to, if available. If not clear what you should use, ask product.

Customize template draft

Create a draft of new template, which will be known as our "draft".

• [x] Copy resource 1.01 Content to copy for draft to a new comment on this issue.
• [x] In your draft, fill out the top part (called front matter) with the following information. See resource 1.02 Front Matter Resources section below for definitions and examples.
  • [x] Name
  • [x] About
  • [x] Title
  • [x] Labels
• [x] Define any Dependencies (or remove the dependency section if there is no dependency)
• [x] Customize the Overview section
• [x] Fill out the Action Items section (in your draft) by defining the steps that are required to be done, keeping the following in mind:
  • [x] The person working on this issue might be new to the org, so the issue should be able to be worked on without any prior knowledge
  • [x] If the person needs to add links, or put documents in specific locations, the place where they can do that action must be linked in the resources section
    • [x] The links in the resources section provided by the issue creator should be in the same order as the Action Items
    • [x] Refer to resource 1.03 Example Action Items for Finding Wiki Page and Template for an example of how to write clear instructions that avoid compound steps (steps within a step).
  • [x] Number each resource in the order each resource appears in the Action Items
    • [x] Group resources into numbers and decimals (e.g., Resource 1.01, Resource 2.01)
    • [x] Group the resources based on whether they are available when making the issues or they need to be created from this issue
      • If the resource is available, then group it under the Resources for creating this issue section (e.g., Resource 1.01, Resource 1.02, Resource 1.03)
      • If the resource will be delivered or created from this issue, then group it under the Resource links gathered during the making of this issue section (e.g., Resource 2.01, Resource 2.02, Resource 2.03)
• [x] If documents or folders (sheets, docs, presentations, dashboard, etc.) will be created, find the document template that should be used by checking resource 1.04 WIKI Templates by role pages.
  • [ ] If there is a template
    • [ ] Add a link to the template into the #### Resources for creating this issue section of your draft
  • [x] If there is no template yet
  • [x] Put a placeholder into the#### Resources for creating this issue section of the draft [TWE: Template Issue: [Role]: [Replace ACTION VERB][Replace DIRECT OBJECT]
• [ ] Get sign-off by Product on the draft

If this is for a template draft that needs testing at a later stage, please use the following handoff steps:

• [x] Add feature: template creation (step 1) to this issue
• [x] Once the template draft is finished, assign a team member or yourself to create testing issues
• [ ] Once the testings issues are completed, get sign-off by Product on the template draft
• [ ] Create or update the template issue on the repo
• [ ] Add the link to the new issue template once created to resource 2.01. Find by clicking on the Get started button to the right of the new template listed on new issue page
• [ ] Update the appropriate place in the wiki for your template (see resources section)

Resources/Instructions

Resources for creating this issue

• 1.01 Content to copy for draft

  
  Draft of template issue for `[Replace NAME OF ISSUE TEMPLATE]`
  ---
  **name:** TWE: Template Issue: [Replace ROLE]: [Replace ACTION VERB][Replace DIRECT OBJECT]
  **about:** This issue helps you structure your template issue to be consistent with our other template issues in [Replace DIRECT OBJECT]
  ** title:** TWE: [Replace ROLE]: [Replace DIRECT OBJECT]: [Replace ACTION VERB]
  **labels:** 'feature: board / google drive / tools, feature: missing, milestone: missing, role: missing, size: missing', 'Participant Type: missing', 'complexity: missing'
  **assignees:**

---

Instructions for creating this issue

The person who creates this issue should use these links to add links to the resources section and customize this issue

• Customize the issue
  • [ ] Copy and paste entire template text in this issue into text editor (ie., "TextEdit" on Mac, "Wordpad" on PC)
  • Use Find/Replace (Mac: ⌘+F or PC: Ctrl+F) to search for and replace the keyword strings (including text and the brackets) below with the appropriate values
  • [ ] Search for [Replace
  • [ ] Replace with whatever the keyword or information is asking for.
• Customize the issue settings (located in right sidebar)
  • [ ] Under Labels, add labels for any labels identified as missing
  • [ ] Remove the corresponding missing labels
  • [ ] Under Projects, choose gear, choose "Repository," and choose TWE: Project Board.
  • [ ] Add the milestone: [Replace MILESTONE]
  • [ ] Add a feature label specific to what the template is related to, if available. If not clear what you should use, ask product.
• Customize dependencies
  • [ ] If no dependencies, delete dependency section
  • [ ] If dependencies, add the dependencies (any issue or reason that would prevent the action items from being completed)
• Remove this section.
  • [ ] Delete this section when all the checkboxes above are complete (i.e., the issue assignee will never see this part)

Dependencies

Overview

We need to [Replace ACTION VERB] [Replace DIRECT OBJECT] for [Replace REASON].

Action Items

A STEP BY STEP LIST OF ALL THE TASK ITEMS THAT YOU CAN THINK OF NOW EXAMPLES INCLUDE: Research, reporting, coding, etc.

Resources

Resources for creating this issue

• 1.01
• 1.02

Resources gathered during the completion of this issue

• 2.01

• 2.02

• 1.02 Front Matter Resources

  Front Matter Fields and Meaning

  - name: (name that appear on the new issue tab) - about: (is the description that appears next to the issue template on the new issue tab) - title: (the title that appears when the issue is created. User then customizes this title for their issue) - Use the naming convention: TWE: Role: Direct object: Action verb - If more than one word should go into the direct object spot, use multiple square brackets with the keyword (see example below) - labels: (choose the labels that will be the same each time, and choose missing labels for the ones that depend on content) - assignees:
  Front Matter Field Example

  - name: 'TWE: Template Issue: Research: Create Roadmap' - about: This issue helps you structure your template issue to be consistent with our other template issues in roadmap - title: 'TWE: Research: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF RESEARCH METHOD]: Roadmap : Create' - labels: 'feature: research', 'feature: roadmap', 'milestone: missing', 'role: UI/UX research', 'Participant Type: missing', 'Research 000: missing', 'complexity: missing' - 'size: 0.50pt' - assignees: ''

• 1.03 Example Action Items for Finding Wiki Page and Template

  Example Action Items

  ``` ### Action Items - Customize wiki page - [ ] Go to link 1.01 Internship Wiki, Join the team page - [ ] Find wiki page for this issue by looking at role pages. - [ ] Copy the link for the wiki page. - [ ] Add the link to Resource 2.01 - [ ] Add the name of the link in square brackets - [ ] Add the URL in parenthesis without a space between the square bracket and parenthesis - Customize document template. - [ ] Go to link 1.02 Design Process Overview - [ ] Find document template that should be used in this issue. - [ ] Copy the link for the template. - [ ] Add the link to Resource 2.02 - [ ] Add the name of the link in square brackets - [ ] Add the URL in parenthesis without a space between the square bracket and parenthesis ```
  Example Resource Lists

  ``` ### Resources for creating this issue - 1.01. [Internship Wiki, Join the team page](https://github.com/hackforla/internship/wiki/Joining-the-Team) - 1.02. [Design Process Overview](https://github.com/hackforla/internship/wiki/Design-Process-Overview) ### Resource links gathered during the making of this issue - 2.01. [Wiki page for [Replace TYPE OF ROLE]] - 2.02. [TWE: Template: [Replace NAME OF TEMPLATE]] ```

• 1.04 WIKI Templates by role pages

  • TWE: WIKI: UX Research Guides Templates
  • Design
  • Product
  • [Business Analyst / Data Science]
  • [Software Engineer]
  • [Marketing]
  • default document templates, in case you don't have one yet, can be found on the Design Process Overview page

Resources gathered during the completion of this issue

• 2.01 [TWE: [Replace ROLE]: [Replace DIRECT OBJECT]: [Replace ACTION VERB]]([Replace LINK])

[bradyse]

@pandanista

When you get to the step where you copy the draft template into a new comment, edit the template with the following issue in mind:

• 324

To write instructions on how to change the replace plan number, see the following issue (note where it says RP[Replace 000]:

• https://github.com/hackforla/internship/issues/321#issuecomment-1259814771

For the first action items in the top comment, add user testing notes to the issue below:

• 311

For an example, of a resource referenced on the UI/UX CoP, see this wiki page:

• UI/UX CoP: How to Conduct a Peer Review

[pandanista]

Draft of template issue for Transcribing User Interview Recordings

name: Research: Transcribe User Interview Recordings
about: The process to transcribe and de-identify interview recordings title: TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Recordings: Transcribe labels: 'feature: recording transcription', 'feature: research', 'Participant Type: missing', 'Research 000: missing', 'size: 2pt', 'role: UI/UX research', 'milestone: missing' assignees:

---

Instructions for creating this issue

The person who creates this issue should use links in the section "Resources for creating this issue" (i.e., 1.01, 1.02, etc.) to customize this issue.

• Customize the issue
  • [ ] Open the "Research Overview" wiki page (Resource 1.01)
  • [ ] Choose the appropriate research roadmap or research plan folder (ie., RP###) on the wiki page
  • Use the information on the wiki page and in research roadmap or research plan to customize this issue
  • [ ] Copy and paste entire template in this issue into text editor (ie., "TextEdit" on Mac, "Wordpad" on PC)
  • Use Find/Replace (Mac: ⌘+F or PC: Ctrl+F) to search for and replace the keyword strings (including text and the brackets) below with the appropriate values
    • Year
      • [ ] Find/Replace [Replace YY] with research year (Two digit format, ex: "22" for year "2022")
    • Research Plan Number
      • [ ] Find/Replace [Replace 000] with the research plan number (Three digit format, ex: "001" for research plan "RP001")
    • Type of Participant
      • [ ] Find/Replace [Replace TYPE OF PARTICIPANT] with the participant type (ex: "Intern" or "Mentor")
    • Type of Interview
      • [ ] Find/Replace [Replace TYPE OF INTERVIEW] with the type of interview (ex: "Intake" or "Exit")
  • [ ] Copy and paste the edited template from text editor back into this Github Issue, replacing all original text
  • [ ] Re-check all the checkboxes above after copying and pasting the edited template
  • [ ] Close the text editor
  • Update the issue title
    • [ ] Copy

      TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Recordings: Transcribe 

      • [ ] Choose "Edit" in the title section
    • [ ] Paste the text you copied into the issue title
    • [ ] Choose "Save"
• Customize the issue settings (located in right sidebar)
  • [ ] Under Assignees, assign a Researcher if it has been determined. Otherwise, leave it blank.
  • [ ] Under Labels, choose gear , and apply the label Research: RP[Replace 000]
  • [ ] Under Labels, choose gear , and apply the label Participant Type: [Replace TYPE OF PARTICIPANT]
  • [ ] Remove the Research 000: missing and Participant Type: missing labels
  • [ ] Under Projects, choose gear , choose Repository, and choose Program Management
  • [ ] Add the milestone: choose gear , and choose Research Analysis
  • [ ] Remove the label milestone: missing
• Customize dependencies
  • [ ] If you know of dependencies, add them below (a dependency is any issue or reason that would prevent the action items from being completed)
• Remove this section
  • [ ] After all the checkboxes above are complete and the issue is ready to be worked on, delete all text below the "Draft of template issue..." (top heading) and above "Overview" (heading below) -- i.e., the issue assignee will never see this part

Dependencies

• [ ] Org rep has purchased a premium version of Otter.ai
• [ ] All the user interview issues have been created
• [ ] Interview Recording Upload Form needs to be created

Overview

We need to transcribe RP[Replace 000]'s [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] interview recordings so that we can move on to the data analysis and insights generation phase.

During these tasks you will be asked to add link to the Resources/Instructions section, and that section is at the bottom of this issue (go view it now).

Another tip is to use split browser windows side by side when working on any GitHub issue, so you can edit the issue on one window, and check the resources or click through links on the other window to avoid a lot of back and forth. Make sure to refresh both windows to reflect any changes you made, including updating the issue or checking the boxes on one of them.

Action Items

• [ ] UX lead asks admin to add the team member working on this issue to the 1Password internship-UX's vault so that they can have access to Otter.ai in case they need it.
• [ ] UX lead adds the assignee to the Internship - PII's "My Drive" as a Contributor so that they have access to internship - PII's My Drive where the recordings and transcriptions with PII are stored.
  • [ ] UX lead accesses the Internship - PII's "My Drive"
  • [ ] Choose "Manage members", which is located towards the top right side of the browser
  • [ ] Enter the assignee's email address and select the role as "Contributor"
  • [ ] Confirm with the assignee that they have access to the Internship - PII's "My Drive"

Set up

Customize Resource Links

• Customize Resource for Wiki Page Link

  • [ ] Go to the wiki page: Research Output Overview (Resources # 1.01)
  • [ ] Find relevant wiki page for RP[Replace 000]
  • [ ] Copy the link for the wiki page
  • [ ] In Resources # 2.01, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • [ ] Choose "Update comment" in Github and make sure all the checkboxes above have been checked

• Customize Resource for this Research Plan's Google Drive Folder

  • [ ] Open the Google Drive's Research by Type Folder (Resources # 1.02)
  • [ ] Choose the [Replace TYPE OF PARTICIPANT] folder
  • [ ] Copy the link of the [Replace TYPE OF PARTICIPANT] folder
    1. Choose the three vertical dots on the right side of the [Replace TYPE OF PARTICIPANT] folder
    2. Choose "Share"
    3. Choose "Get link"
    4. Choose "Copy Link" and "Done"
  • [ ] In Resources # 2.02, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • [ ] Choose "Update comment" in Github and make sure all the checkboxes above have been checked

• Customize Resource for Interview Recordings and Transcriptions Tracking Sheet

  • [ ] Choose "TWE: Template: Interview Recordings and Transcriptions Tracking Sheet" (Resources # 1.03)
  • [ ] Choose "USE TEMPLATE" to make a copy of the document
  • Rename and customize the file by following the steps
    • [ ] Copy 

      TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Recordings and Transcriptions Tracking Sheet

    • [ ] Choose "File" > "Rename", and paste the text you copied into the top field
      
    • [ ] Copy

      TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Recordings and Transcriptions Tracking Sheet

    • [ ] Choose the header row (row 1)
    • [ ] Choose the formula bar, paste the text you copied
    • [ ] Copy 

      [Replace TYPE OF PARTICIPANT] Number

    • [ ] Choose cell A2
    • [ ] Choose the formula bar, paste the text you copied
  • [ ] Save the spreadsheet into this Research Plan's Google Drive folder in the Internship's shared drive (Resource # 2.02)
    1. Choose File > Move (or Move icon)
    2. Choose the back arrow to access all your drives
    3. Choose Shared drives > Internship > Internships > Research > Research by Type > [Replace TYPE OF PARTICIPANT] > folder for RP[Replace 000]
    4. Choose "Move here"
    5. Choose "Move" when it asks if you want to change ownership to a shared drive
    6. Dismiss the notification that says the file in now in the shared drive
  • [ ] Choose "Share"
  • [ ] Choose "Copy link" and "Done"
  • [ ] In Resources # 2.03, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • [ ] Choose "Update comment" in Github and make sure all the checkboxes above have been checked

• Customize Resource for Interview Recording Folder stored in the Internship - PII's My Drive

  • [ ] Log into your Google account so you will be able to access the Internship - PII's 'My Drive' in the next steps
  • [ ] Choose Shared drives > Internship - PII > Internship -PII
  • [ ] Choose TWE Interview Recordings by Plan # folder in Internship - PII's My drive (Resources # 1.04)
  • [ ] Locate the video recording folder for RP[Replace 000] inside the folder TWE Interview Recordings by Plan #
  • [ ] Copy the link of the video recording folder for RP[Replace 000]
    1. Choose the three vertical dots on the right side of the folder
    2. Choose "Share"
    3. Choose "Get link"
    4. Choose "Copy Link" and "Done"
  • [ ] In Resources # 2.04, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • [ ] Choose "Update comment" in Github and make sure all the checkboxes above have been checked

Rename uploaded recording video files if needed

• [ ] Open the folder linked in Resource # 2.04
• [ ] Make sure each recording video file in the folder is named as RP[Replace 000]-UX Researcher Abbreviation###-[Replace TYPE OF PARTICIPANT] Abbreviation###
  • If the recording video files are not in the format above, please rename the recording files in the format above first before taking any more actions
  • An example looks like this: RP006-U007-I001.txt, which means this is an interview transcript for research plan 006, conducted by UX Researcher 007, and the interviewee is Intern 001
  • In case if you would like to double check, both UX Researcher Abbreviation### and [Replace TYPE OF PARTICIPANT] Abbreviation### can be found in TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Roll Call and Session Table in RP[Replace 000] folder linked in Resources # 2.02

Transcribe

Transcribe Interviews with Otter.ai when transcripts are not available

• [ ] Open RP[Replace 000] Interview Recording Folder linked in Resource # 2.04
• [ ] Check each interview recording file folder to see if there are transcripts available
  • [ ] If yes, move on to #### Update Interview Recordings and Transcriptions Tracking Sheet section
  • [ ] If no, do the following to transcribe the video files
    • [ ] Download each recording that needs to be transcribed from the Google Drive's recording folder to a temporary folder locally
    • [ ] Log into 1password (Resources # 1.05)
      1. Choose internship-UI/UX vault
      2. Choose to see login info for Otter.ai account
    • [ ] Access Otter.ai by copying and pasting the login info from 1password vault
    • [ ] Confirm you are on a paid plan at the time of transcribing (Otter.ai only allows 3 uploads for the free tier lifetime)
      • [ ] If you are not on a paid plan, let the UX Lead know about it by making a comment in this issue
    • Complete the following steps using Otter.ai:
      • [ ] Choose "Import" on the upper right corner of the Otter.ai interface once logged in
      • [ ] Upload the video file, and let Otter.ai transcribe the file for you
      • [ ] Once finished, download the .txt file
      • [ ] Rename each .txt transcript file you downloaded in RP[Replace 000]-UX Researcher Abbreviation###-[Replace TYPE OF PARTICIPANT] Abbreviation### format
        • An example looks like this: RP006-U007-I001.txt, which means this is an interview transcript for research plan 006, conducted by UX Researcher 007, and the interviewee is Intern 001
        • In case if you would like to double-check, both UX Researcher Abbreviation### and [Replace TYPE OF PARTICIPANT] Abbreviation### can be found in TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Roll Call and Session Table in RP[Replace 000] folder in Resources # 2.02
      • [ ] Upload the .txt file into the corresponding recording folder (Resources # 2.04)
        • So there will be two type of files named in RP[Replace 000]-UX Researcher Abbreviation###-[Replace TYPE OF PARTICIPANT] Abbreviation### format. One is a .mp4 video while the transcript is in .txt.
    • [ ] Delete the local temporary folder with recording files from your own device, such as your laptop

Update Interview Recordings and Transcriptions Tracking Sheet

• [ ] Open TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Roll Call and Session Table inside Google Drive Folder: RP[Replace 000] (Resources # 2.02)
• [ ] Identify the highest number of [Replace TYPE OF PARTICIPANT] in the "Session Table" tab of TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Roll Call and Session Table
• [ ] Open the Interview Recordings and Transcriptions Tracking Sheet you just created (Resources # 2.03) 
  • [ ] Double check if the title in the header is the same as the file name. If not, please edit the file name the same as the header.
• [ ] In Column A of the Tracking Sheet, enter all the participant numbers. Delete or add rows to match the highest number of participants found in the "Session Table" tab of TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Roll Call and Session Table.
• [ ] Open RP[Replace 000] Interview Recording Folder linked in Resource # 2.04
• [ ] Count the total number of recording files (.MP4 files) to see if the number matches with the highest number of participants in the session table or if there is any recording file missing
  • [ ] If the numbers match, that means there is no missing recording file
• [ ] If the numbers don't match, then there might be missing recording file(s)
  • Check the "Session Table" tab of Interview Roll Call and Session Table to see if the missing interview was conducted or not
  • Check both Internship's Shared Drive and My Drive to locate the missing interview recording file(s)
  • Get in touch with the UX Researcher(s) who conducted the interview (listed in the Interview Roll Call and Session Table in RP[Replace 000]'s Google Drive folder) to retrieve the recording files if needed
  • Move the missing recording file(s) to the correct folder once located
  • If the missing files can't be located, please notify the UX Lead in the Tracking Sheet by inserting a comment in the cell where Column A [Replace TYPE OF PARTICIPANT] Number and the Column B Recording Link intersect
• [ ] Open the session table tab in TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Roll Call and Session Table inside RP[Replace 000] Folder(Resources # 2.02)
  • [ ] Locate the [Replace TYPE OF PARTICIPANT] number in Column C, "[Replace TYPE OF PARTICIPANT] #"
  • [ ] Copy the corresponding recording link in Column J, "Recording link"
• [ ] Paste the link of the recording video file into the matching participant's cell in Column B Recording Link of the Tracking Sheet (Resources # 2.03)
• [ ] Locate .txt files in the corresponding recording folder (Resources # 2.04)
• [ ] Copy the link(s) of the .txt files
  1. Choose the three vertical dots on the right side of the file
  2. Choose "Share"
  3. Choose "Get link"
  4. Choose "Copy Link" and "Done"
• [ ] Paste each transcript file URL in the matching participant's cell in Column C Transcription Link of the Tracking Sheet (Resources # 2.03)
• [ ] Make sure all the recording video and transcript links are copied and pasted into all matching participants' cells, leaving the cells with no matching recording videos blank

Set up a folder for the de-identified transcripts in the RP[Replace 000] folder (Resources # 2.02)

• [ ] Go to RP[Replace 000] folder (Resources # 2.02)
• [ ] Create a new folder for the de-identified transcripts in the RP[Replace 000] folder by choosing "New" and "New folder" on the left side bar
• [ ] Name the "New folder" by copying

  RP[Replace 000] De-identified Transcripts

• [ ] Paste the text you copied into the folder name
• [ ] Copy the link of the folder
  1. Choose the three vertical dots on the right side of the folder
  2. Choose "Share"
  3. Choose "Get link"
  4. Choose "Copy Link" and "Done"
• [ ] Paste the copied link into parentheses at the end of the line in Resources # 2.05
• [ ] Choose "Update comment" in Github and make sure all the checkboxes above have been checked

De-identify the transcripts

Clean up and de-identify all transcript files

• Prepare for cleaning up and de-identification by converting the .txt files into Google docs
  • [ ] Open a .txt transcript in Column C Transcription Link (Resources # 2.03)
  • [ ] Choose Open with Google Docs 
  • [ ] A Google Doc is generated in a new window with the same .txt file name
  • [ ] Save these Google doc transcripts in the same folder with the corresponding video and .txt file
• Listen to the recordings and clean up the inaccurate transcriptions as you read along
  • [ ] Separate the texts based on speakers and timestamps (timestamps should match the video file timestamps in case a researcher needs to go back and double check the original video)
  • [ ] Add any missed words
  • [ ] Edit any typos and misidentified words
  • [ ] Deleted repeated words
  • [ ] Remove verbal filler words such as "um" and "uh"
  • Where needed, add context in square brackets so that a reader could understand what was happening without watching the video (e.g., [steps off camera])
• Read through the transcripts and make edits to de-identify any personal information
  • [ ] Search for the participants' names
  • [ ] Replace with their participant number, i.e. I001
  • [ ] Search for unknown speakers in the transcript
  • [ ] Replace unknown speaker with participant number and UXR number
  • [ ] Read through the transcripts to search for any identifiable information in the interview
  • [ ] Replace any personal identifiable information with non-identifiable terms. For example, if someone's name is mentioned, we should use their roles inside square brackets so the reader knows this information was redacted (e.g., [team member], [peer], [mentor], [manager]). If their specific school is mentioned, we should redact that info with either [high school] or [college].
  • [ ] If they mentioned any specific issues they worked on, make sure to remove the issue numbers and rephrase the issues they worked on
• Read through the edited transcripts again
  • [ ] Focus on punctuation, readability, and formatting.
• When you're satisfied that the transcript is completely deidentified
  • [ ] Click on the version history and select the most current version
  • [ ] Click the three dots and select "Make a copy", and the "Copy version" window pops up
  • [ ] In the "Name" text box, remove the "Copy of" text at the beginning and the time stamp at the end from the file name
  • [ ] Copy

    De-identified Interview Transcript-

  • [ ] Paste the text you just copied in front of the file name in the "Name" text box
    • The new file name should be formatted like "De-identified Interview Transcript-RP[Replace 000]-UX Researcher Abbreviation###-[Replace TYPE OF PARTICIPANT] Abbreviation###"
    • An example: "De-identified Interview Transcript-RP006-U007-I001"
  • [ ] Save the renamed de-identified Google doc transcript into the RP[Replace 000] De-identified Transcripts folder (Resources # 2.05). This is to make sure that the version history does not include any identifiable information.
    1. Click the folder icon under "Folder"
    2. Choose "All locations"
    3. Choose Shared drives > Internship > Internships > Research > Research by Type > [Replace TYPE OF PARTICIPANT] > folder for RP[Replace 000] > RP[Replace 000] De-identified Transcripts
    4. Choose "Select"
    5. Select "Make a copy"
    6. The copy of the file is generated in a new browser
    7. Dismiss the notification that says the file in now in the shared drive
  • [ ] Copy the link of the de-identified transcript in the shared drive
    1. Choose "Share"
    2. Choose "Get link"
    3. Choose "Copy Link" and "Done"
  • [ ] Paste what you copied into the matching participant's cell in Column D Transcription Link - de-identified (Resources # 2.03)
• Repeat the process for each transcript to save all the de-identified transcripts to the folder in Resources # 2.05 and link them in Column D Transcription Link - de-identified (Resources # 2.03)

• Update the wiki page for this research plan (Resources # 2.01)
  • [ ] Open the link in Resource 2.01
  • [ ] Find the "Interview Recordings & Transcripts" section
  • [ ] Copy and paste Resource 2.05 (both the text and URL) into the "Interview Recordings & Transcripts" section
  • [ ] Choose "Save Page"
• [ ] Review with UX Lead
• [ ] Product sign-off
• [ ] UXR Lead or PM removes the assignee from the Internship - PII's My Drive when closing the issue

Resources/Instructions

Resources for creating this issue

1.01 Wiki: Research Output Overview 1.02 Google Drive Folder: Research by Type 1.03 TWE: Template: Interview Recordings and Transcriptions Tracking Sheet 1.04* TWE Interview Recordings by Plan # 1.05 1password 1.05.01 Guide: Log into a Google Account with 2-Step Verification Using 1Password If this is your first time logging into Internship's private drive, please follow the instructions to log in. 1.06 Otter.ai

Resources gathered during the completion of this issue

2.01 [Wiki: Research Plan: RP[Replace 000]] 2.02 [Google Drive Folder: RP[Replace 000] 2.03 [TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Recordings and Transcriptions Tracking Sheet] 2.04* [RP[Replace 000] Interview Recording Folder] 2.05 [RP[Replace 000] De-identified Transcripts]

*this folder can only be accessed from the Internship - PII's "My Drive"

[bradyse]

Sara's Test of Draft

name: TWE: Template Issue: Transcribe User Interview Recordings about: The process to transcribe interview recordings title: TWE: IS21: RP001: Intern Interview Recordings: Transcribe labels: 'feature: board / google drive / tools', 'feature: research', 'Research 000: missing' 'size: 1pt', 'role: UI/UX research', 'milestone: missing' assignees:

---

Dependencies

• [ ] There are interview recordings without corresponding transcripts or some transcripts are missing.
• [ ] The assignee has access to the 1Password's Internship's UI/UX vault and has been trained how to use it.
• [ ] Org rep has purchased a premium version of Otter.ai

Overview

We need to transcribe the Intern exit interview recordings for further conducting data analysis and insights generation on what the interns experienced during the Internship 2021 Program.

Action Items

Customize Resource Links

• Customize Resource for Wiki Page Link
  • [ ] Go to the wiki page: Research Output Overview (# 1.01 link in resources)
  • [ ] Find relevant wiki page for RP[Replace 000]
  • [ ] Copy the link for the wiki page.
  • [ ] Update Resource # 2.01 with the link you just copied. Place it into parentheses at the end of the line.
  • Customize Resource for this Research Plan's Google Drive Folder
  • [ ] Open the Google Drive's Research by Type Folder (# 1.02 link in Resources)
  • [ ] Open the [Replace TYPE OF PARTICIPANT] Folder
  • [ ] Right-click on the RP[Replace 000] folder and copy the link.
  • [ ] Update Resource # 2.02 with the link you just copied. Place it into parentheses at the end of the line.
• Customize Resource for Spreadsheet with Participant Numbers
  • [ ] Click on TWE: Template: Generic Spreadsheet (# 1.03 link in Resources)
  • [ ] Click "Use Template"
  • [ ] Rename document TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF INTERVIEW] [Replace TYPE OF PARTICIPANT] Number Spreadsheet (e.g., TWE: IS21: RP001: Intern Exit Interview Number Spreadsheet)
  • [ ] Click File > Move (or Move icon)
  • [ ] Click the back arrow to access all your drives
  • [ ] Click Shared drives > Internships > Internships > Research > Research by Type > [Replace TYPE OF PARTICIPANT]> folder for RP[Replace 000]
  • [ ] Click "Move here"
  • [ ] Click "Move" when it asks if you want to change ownership to a shared drive
  • [ ] Click "Share" and copy link
  • [ ] Update Resource # 2.03 with the link you just copied. Place it into parentheses at the end of the line.
• Customize Resource for Interview Recording Folder
  • [ ] If the interview recordings are inside the research plan's Google Drive folder (link # 2.02), update Resource # 2.04 with the link to the recording folder. Place it into parentheses at the end of the line.
  • [ ] If the interview recordings are inside the Internship's private drive:
    • [ ] Log into 1password (link # 1.04)
    • [ ] Click on internship-UI/UX vault
    • [ ] Click on login info for internship@hackforla.org account
    • [ ] Log into Google Drive using the login information
    • [ ] Locate the uploading recordings inside the Internship Project's personal drive
    • [ ] Update Resource # 2.04 with the link to the recording folder. Place it into parentheses at the end of the line.

      Update Participant Spreadsheet

• [ ] Open the Number Spreadsheet (link # 2.03)
• [ ] Change the title in the header so that the title is the same as the file name
• [ ] Relabel Column A as [Replace TYPE OF PARTICIPANT]
• [ ] Relabel Column B as [Replace TYPE OF PARTICIPANT] Number
• [ ] In Column B, assigning each participant a unique identifying number in the Number Spreadsheet
• [ ] Relabel Column C as Recording Link
• [ ] In Column C, copy and paste the link to each recording video from Resource # 2.04 for each participant's row

  Transcribe Interviews with Otter.ai

• [ ] Download each recording from the Google Drive's recording folder to a location you can easily upload to Otter.ai later
• [ ] Log into 1password (link # 1.04)
• [ ] Click on internship-UI/UX vault
• [ ] Click on login info for Otter.ai (link # 1.05)
• [ ] Log into Otter.ai using the login information
• [ ] Using a paid plan at the time of transcribing (Otter.ai only allows 3 uploads for the free tier), complete the following
  • [ ] Click on “Import” on the upper right corner of the interface once logged in.
  • [ ] Upload the video file, and let Otter.ai transcribe the file for you.
  • [ ] Once finished, download the .txt file.
  • [ ] Save the final transcription file in the corresponding recording folder for the participant (link # 2.04
  • [ ] De-identify all transcription files and name each file folder with the aforementioned unique identifying number (e.g., [Replace TYPE OF PARTICIPANT] # 1, etc.).
  • [ ] Move de-identified transcripts to the research plan's shared Google Drive folder (link # 2.02)
  • [ ] Rename each transcript according to the file naming convention (replace participant ID numbers): TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF INTERVIEW] Transcript: [Replace TYPE OF PARTICIPANT] # 1
• [ ] Update the wiki page for this research plan (link # 2.01)
• [ ] Review with UX Lead
• [ ] Product sign-off
• [ ] UXR Lead to check that recordings and spreadsheet are moved to secure drive

Resources/Instructions

Resources for creating this issue

1.01 Wiki: Research Output Overview 1.02 Google Drive Folder: Research by Type 1.03 TWE: Template: Generic Spreadsheet 1.04 1password 1.05 Otter.ai

Resources gathered during the completion of this issue

2.01 [Wiki: Research Plan [Replace 000]] 2.02 [Google Drive Folder: RP[Replace 000]] 2.03 [[Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Number Spreadsheet] 2.04 [RP[Replace 000] Interview Recording Folder]

[ExperimentsInHonesty]

Test assets we are using for this. Bonnie will delete when done.

• https://github.com/hackforla/internship/issues/337
• https://docs.google.com/spreadsheets/d/1PC8WfWcsOleO-L4CE1xQTtL-VJOz50hM7iseG5qdh1Q/edit#gid=0

At some point in our testing, we need access to the intern/number roster so that we can figure out what the process of finding the interviews is (naming of interview recordings was not consistent) TWE: Intern Roster

[ExperimentsInHonesty]

we left off at

in Column B Recording Link, copy and paste the link to each recording video from Resource # 2.04 for each participant's row

[ExperimentsInHonesty]

in the part that says

We need to transcribe the [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] interview recordings for further conducting data analysis and insights generation on [Replace TYPE OF PARTICIPANT] [Replace RESEARCH GOALS].

i Just looked at the wiki and the research plan doc for 006 and I am not sure what I would put for RESEARCH GOALS

[ExperimentsInHonesty]

in the part that says

In Column A [Replace TYPE OF PARTICIPANT] Number, make sure the count of [Replace TYPE OF PARTICIPANT] Number matches with the number of participants in the recording folder, and delete or add extra rows as needed In Column B Recording Link, copy and paste the link of each recording video from Resource # 2.04 for each participant's row

We need to tell them how to read the filename to know which number is the intern #

In the original training deck/interview instructions there is a set of instructions for how to do the upload, which includes what our numbers scheme was

Here is an example file name

[ExperimentsInHonesty]

At some point we need to tell them to customize the spreadsheet by editing A2 to do the same Search and Replace

[ExperimentsInHonesty]

lets add a section to the wiki pages for research plans called Recording and Transcription tracking have an item in the instructions after the sheet is made and populated with the recording links, to
Update the wiki page for this research plan (link # 2.01)

Recording and Transcriptions Tracking

• [TWE: Template: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Recording Tracking Sheet]

[ExperimentsInHonesty]

@pandanista I have tested it again with another person and found the issues I mention above.

[pandanista]

@ExperimentsInHonesty I have updated everything based on the previous comments, also added a placeholder section (see screenshot below) on the wiki page of RP006 so we can update with the real tracking sheet after it is populated.

Let me know if you have any other questions. Thank you!

[dionw412]

I tested Issue #351.

Unclear instructions for renaming video files for RP14 video recordings More comments on the issue.

[pandanista]

I tested Issue #351.

Unclear instructions for renaming video files for RP14 video recordings More comments on the issue.

Thank you, Dionne. I went through all the feedback and addressed them in this comment.

[ExperimentsInHonesty]

@pandanista Issue https://github.com/hackforla/internship/issues/351 will need its template updated after the change is made to address

Dependencies / After second thought, YO decided to leave the dependencies here because: 1. once the issue is created, there is a possibility that there is no assignee, and the UX lead needs to ask the admin of HfLA to add the assignee once decided to the Internship UX vault; 2. we only pay for otter.ai when needed, so UX lead needs to double check on the plan./

Dependency should be

• [ ] All the transcription issues have been created and put in the icebox
• [ ] buy a month subscription to Otter.ai

Then it can be retested

[pandanista]

Did another round of update on 1/30. All feedback has been incorporated and reflected in the latest template

[cbutcher318]

• @Kathleenfrancois we see a lot of your edits on #355 😄. Is the template ready for Bonnie to trial?

[ExperimentsInHonesty]

• Kathleen gave progress report during meeting

1. Progress: tested through the Move the file into the Internship's shared drive in this Research Plan's Google Drive folder section in issue https://github.com/hackforla/internship/issues/355
2. Blockers: time
3. Availability: 6 hours
4. ETA: 2023-02-15

[ExperimentsInHonesty]

@pandanista here are the notes from 2023-02-15 PM meeting. I think Kathleen has gone as far as she can. We can discuss these changes at todays's UX meeting

• [x] In Action items section

UX lead asks admin to add the team member working on this issue to the 1Password internship-UX's vault

It does not say why

• [x] In the Resources gathered during the completion of this issue section change 2.04 [RP[Replace 000] Interview Recording Folder] to

  2.04 [RP[Replace 000] Interview Recording Folder*] 

  Add

  *this folder can only be accessed from the internship-ux email account

• [ ] We need a dependency on using this issue template that the Responses spreadsheet has been made from the form template. So if the form has not yet been made, the issue can be created, but it has to go into the icebox until the form and its response sheet have been created.

• [ ] If we need another email to test something for free in Otter.ai, create an email called TechWorkExperience@gmail.com so that we can test the otter.ai instructions

[ExperimentsInHonesty]

• The test Issue https://github.com/hackforla/internship/issues/359 for this template has been moved to the new issue approval column and needs to have its template updated after the changes specified in the last comment are addressed.

Additionally, it needs the template edited to a new milestone Research Plan Execution

[pandanista]

Draft of template issue for Setting Up User Interview Transcription

name: Research: Set Up the Transcription Phase of User Interview about: The process to set up and prepare to transcribe interview recordings title: TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Transcription: Set Up labels: 'feature: recording transcription', 'feature: research', 'Participant Type: missing', 'Research 000: missing', 'size: 0.25 pt', 'role: UI/UX research', 'milestone: missing', 'complexity: small' assignees:

---

Instructions for creating this issue

The person who creates this issue should use links in the section "Resources for creating this issue" (i.e., 1.01, 1.02, etc.) to customize this issue.

• Customize the issue
  • [ ] Open the "Research Overview" wiki page (Resource 1.01)
  • [ ] Choose the appropriate research roadmap or research plan folder (ie., RP###) on the wiki page
  • Use the information on the wiki page and in research roadmap or research plan to customize this issue
  • [ ] Copy and paste entire template in this issue into text editor (ie., "TextEdit" on Mac, "Wordpad" on PC)
  • Use Find/Replace (Mac: ⌘+F or PC: Ctrl+F) to search for and replace the keyword strings (including text and the brackets) below with the appropriate values
    • Year
      • [ ] Find/Replace [Replace YY] with research year (Two digit format, ex: "22" for year "2022")
    • Research Plan Number
      • [ ] Find/Replace [Replace 000] with the research plan number (Three digit format, ex: "001" for research plan "RP001")
    • Type of Participant
      • [ ] Find/Replace [Replace TYPE OF PARTICIPANT] with the participant type (ex: "Intern" or "Mentor")
    • Type of Interview
      • [ ] Find/Replace [Replace TYPE OF INTERVIEW] with the type of interview (ex: "Intake" or "Exit")
  • [ ] Copy and paste the edited template from text editor back into this GitHub Issue, replacing all original text
  • [ ] Re-check all the checkboxes above after copying and pasting the edited template
  • [ ] Close the text editor
  • Update the issue title
    • [ ] Copy

      TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Transcription: Set Up 

      • [ ] Choose "Edit" in the title section
    • [ ] Paste the text you copied into the issue title
    • [ ] Choose "Save"
• Customize the issue settings (located in right sidebar)
  • [ ] Under Assignees, assign a Researcher if it has been determined. Otherwise, leave it blank.
  • [ ] Under Labels, choose gear , and apply the label Research: RP[Replace 000]
  • [ ] Under Labels, choose gear , and apply the label Participant Type: [Replace TYPE OF PARTICIPANT]
  • [ ] Remove the Research 000: missing and Participant Type: missing labels
  • [ ] Under Projects, choose gear , choose TWE: Project Board
    • [ ] Choose In Progress if this issue is actively being worked on. Otherwise, put it in the Prioritized backlog column
  • [ ] Add the milestone: choose gear , and choose Research Analysis
  • [ ] Remove the label milestone: missing
• Customize dependencies
  • [ ] If you know of dependencies, add them below (a dependency is any issue or reason that would prevent the action items from being completed)
• Remove this section
  • [ ] After all the checkboxes above are complete and the issue is ready to be worked on, delete all text above, between the "Draft of template issue..." (top heading) and above "Overview" (heading below) -- the section above is for setting up the issue so the issue is ready to be worked on by an assignee even if the assignee never sees this part

Dependencies

• [ ] The research plan's interview recordings folder has been created on Internship - PII's "My Drive"

Overview

We need to set up a few spreadsheets and a folder for RP[Replace 000]'s [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] interview transcripts so that we can move on to transcribe the interviews.

During these tasks you will be asked to add link to the Resources/Instructions section, and that section is at the bottom of this issue (go view it now).

Another tip is to use split browser windows side by side when working on any GitHub issue, so you can edit the issue on one window, and check the resources or click through links on the other window to avoid a lot of back and forth. Make sure to refresh both windows to reflect any changes you made, including updating the issue or checking the boxes on one of them.

Action Items

• [ ] UX lead asks admin to add the team member working on this issue to the 1Password internship-UX's vault so that they can have access to internship-UX's email and other software account information in case they need it.
• [ ] UX lead adds the assignee to the Internship - PII's "My Drive" as a Content Manager so that they have access to internship - PII's My Drive where the recordings and transcriptions with PII are stored.
  • [ ] UX lead accesses the Internship - PII's "My Drive"
  • [ ] Choose "Manage members", which is located towards the top right side of the browser
  • [ ] Enter the assignee's email address and select the role as "Content Manager"
  • [ ] Confirm with the assignee that they have access to the Internship - PII's "My Drive"

Customize Resource Links

• Customize Resource for Wiki Page Link

  • [ ] Go to the wiki page: Research Output Overview (Resources # 1.01)
  • [ ] Find relevant wiki page for RP[Replace 000]
  • [ ] Copy the link for the wiki page
  • [ ] In Resources # 2.01, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • [ ] Choose "Update comment" in Github and make sure all the checkboxes above have been checked

• Customize Resource for this Research Plan's Google Drive Folder

  • [ ] Open the Google Drive's Research by Type Folder (Resources # 1.02)
  • [ ] Choose the [Replace TYPE OF PARTICIPANT] folder
  • [ ] Copy the link of the [Replace TYPE OF PARTICIPANT] folder
    1. Choose the three vertical dots on the right side of the [Replace TYPE OF PARTICIPANT] folder
    2. Choose "Share"
    3. Choose "Get link"
    4. Choose "Copy Link" and "Done"
  • [ ] In Resources # 2.02, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • [ ] Choose "Update comment" in Github and make sure all the checkboxes above have been checked

• Customize Resource for Interview Recordings and Transcriptions Tracking Sheet

  • [ ] Choose "TWE: Template: Interview Recordings and Transcriptions Tracking Sheet" (Resources # 1.03)

  • [ ] Choose "USE TEMPLATE" to make a copy of the document

  • Rename and customize the file by following the steps

    • [ ] Copy 

      TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Recordings and Transcriptions Tracking Sheet

    • [ ] Choose "File" > "Rename", and paste the text you copied into the top field
      f
    • [ ] The name of the file is now updated
    • [ ] Copy

      TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Recordings and Transcriptions Tracking Sheet

    • [ ] Choose the header row (row 1)
    • [ ] Choose the formula bar, and paste the text you copied into it
    • [ ] The title of the spreadsheet is now updated
    • [ ] Copy 

      [Replace TYPE OF PARTICIPANT] Number

    • [ ] Choose cell A2
    • [ ] Choose the formula bar, paste the text you copied
    • [ ] The cell of the spreadsheet is now updated

  • [ ] Save the spreadsheet into this Research Plan's Google Drive folder in the Internship's shared drive (Resource # 2.02)

    1. Choose File > Move (or Move icon)
    2. Choose "All locations"
    3. Choose Shared drives > Internship > Internships > Research > Research by Type > [Replace TYPE OF PARTICIPANT] > folder for RP[Replace 000]
    4. Choose "Move"
    5. Choose "Move" when it asks if you want to change ownership to a shared drive
    6. Dismiss the notification that says the file in now in the shared drive

  • [ ] Choose "Share"

  • [ ] Choose "Copy link" and "Done"

  • [ ] In Resources # 2.03, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink

  • [ ] Choose "Update comment" in Github and make sure all the checkboxes above have been checked

  • Customize Resource for De-identified Participants List Spreadsheet in the Shared Google Drive to Keep Track of Any Stakeholders Mentioned in Interview Sessions

  • [ ] Choose "TWE: Template: De-identified Participants List from Interviews (UXR Excluded)" (Resources # 1.04)

  • [ ] Choose "USE TEMPLATE" to make a copy of the document

  • Rename and customize the file by following the steps

    • [ ] Copy 

      TWE: IS[Replace YY]: RP[Replace 000]: De-identified Participants List from Interviews (UXR Excluded)

    • [ ] Choose "File" > "Rename", and paste the text you copied into the top field
    • [ ] The name of the file is now updated
    • [ ] Copy

      TWE: IS[Replace YY]: RP[Replace 000]: De-identified Participants List from Interviews (UXR Excluded)

    • [ ] Choose the header row (row 1)
    • [ ] Choose the formula bar, and paste the text you copied into it
    • [ ] The title of the spreadsheet is now updated

  • [ ] Move the file to RP[Replace 000]'s folder in the shared Google Drive

    1. Choose File > Move > All Locations > Shared drives > Internship > Internships > Research > Research by Plan # and Name > RP[Replace 000] > Move
    2. Choose "Move" when it asks if you want to change ownership to a shared drive
    3. Dismiss the notification that says the file in now in the shared drive

  • [ ] Choose "Share" on the top right corner of the spreadsheet

  • [ ] Choose "Copy link" and "Done"

  • [ ] In Resources # 2.04, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink

  • [ ] Choose "Update comment" in Github and make sure all the checkboxes above have been checked

• Customize Resource for Interview Recording Folder stored in the Internship - PII's My Drive

  • [ ] Make sure you are logged into your Google account associated with TWE project so you will be able to access the Internship - PII's 'My Drive' in the next steps
  • [ ] Choose Shared drives > Internship - PII > Internship - PII
  • [ ] Choose TWE Interview Recordings by Plan # folder in Internship - PII's My drive (Resources # 1.05)
  • [ ] Locate the video recording folder for RP[Replace 000] inside the folder TWE Interview Recordings by Plan #
  • [ ] Copy the link of the video recording folder for RP[Replace 000]
    1. Choose the three vertical dots on the right side of the folder
    2. Choose "Share"
    3. Choose "Get link"
    4. Choose "Copy Link" and "Done"
  • [ ] In Resources # 2.05, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • [ ] Choose "Update comment" in Github and make sure all the checkboxes above have been checked

• Customize Resource for Participants List Spreadsheet to Save in the Video Recording Folder for RP[Replace 000] in the Internship - PII's My Drive

  • [ ] Choose "TWE: Template: Participants List from Interviews (UXR Excluded)" (Resources # 1.06)
  • [ ] Choose "USE TEMPLATE" to make a copy of the document
  • Rename and customize the file by following the steps
    • [ ] Copy 

      TWE: IS[Replace YY]: RP[Replace 000]: Participants List from Interviews (UXR Excluded)

    • [ ] Choose "File" > "Rename", and paste the text you copied into the top field
    • [ ] The name of the file is now updated
    • [ ] Copy

      TWE: IS[Replace YY]: RP[Replace 000]: Participants List from Interviews (UXR Excluded)

    • [ ] Choose the header row (row 1)
    • [ ] Choose the formula bar, and paste the text you copied into it
    • [ ] The title of the spreadsheet is now updated
  • [ ] Save the spreadsheet into RP[Replace 000] Interview Recording Folder in the Internship's PII drive (Resource # 2.04)
    1. Choose File > Move (or Move icon)
    2. Choose "All locations"
    3. Choose Shared drives > Internship - PII > Internship - PII > TWE Interview Recordings by Plan # > folder for RP[Replace 000]
    4. Choose "Move"
    5. Choose "Move" when it asks if you want to change ownership to a shared drive
    6. Dismiss the notification that says the file in now in the shared drive
  • [ ] Choose "Share" on the top right corner of the spreadsheet
  • [ ] Choose "Copy link" and "Done"
  • [ ] In Resources # 2.06, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • [ ] Choose "Update comment" in Github and make sure all the checkboxes above have been checked

Set Up A Folder for De-identified Transcripts in the RP[Replace 000] folder (Resources # 2.02)

• [ ] Go to RP[Replace 000] folder (Resources # 2.02)
• [ ] Create a new folder for the de-identified transcripts in the RP[Replace 000] folder by choosing "New" and "New folder" on the left side bar
• [ ] Name the "New folder" by copying

  RP[Replace 000] De-identified Transcripts

• [ ] Paste the text you copied into the folder name
• [ ] Copy the link of the folder
  1. Choose the three vertical dots on the right side of the folder
  2. Choose "Share"
  3. Choose "Get link"
  4. Choose "Copy Link" and "Done"
• [ ] Paste the copied link into parentheses at the end of the line in Resources # 2.07
• [ ] Choose "Update comment" in Github and make sure all the checkboxes above have been checked

Update the wiki page for this research plan (Resources # 2.01)

• [ ] Open the link in Resource 2.01
• [ ] Find the "Interview Recordings & Transcripts" section
• [ ] Copy and paste Resource 2.07 (both the text and URL) into the "Interview Recordings & Transcripts" section
• [ ] Choose "Save Page"

Review and hand-off

• [ ] Review with UXR Leads
• [ ] The assignee checks in with UXR Leads to create new issues for transcribing the interview recordings if needed
• [ ] UXR Lead or PM removes the assignee from the Internship - PII's "My Drive" when closing the issue if the assignee does not need to access the Internship - PII's "My Drive" any longer
• [ ] Product sign-off

Resources/Instructions

Resources for creating this issue

1.01 Wiki: Research Output Overview 1.02 Google Drive Folder: Research by Type 1.03 TWE: Template: Interview Recordings and Transcriptions Tracking Sheet 1.04 TWE: Template: De-identified Participants List from Interviews (UXR Excluded) 1.05* TWE Interview Recordings by Plan # 1.06 TWE: Template: Participants List from Interviews (UXR Excluded)

Resources gathered during the completion of this issue

2.01 [Wiki: Research Plan: RP[Replace 000]] 2.02 [Google Drive Folder: RP[Replace 000] 2.03 [TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Recordings and Transcriptions Tracking Sheet] 2.04 [TWE: IS[Replace YY]: RP[Replace 000]: De-identified Participants List from Interviews (UXR Excluded)] 2.05 [RP[Replace 000] Interview Recording Folder] 2.06 [TWE: IS[Replace YY]: RP[Replace 000]: Participants List from Interviews (UXR Excluded)] 2.07 [RP[Replace 000] De-identified Transcripts]

• indicates this folder can only be accessed from the Internship - PII's "My Drive"

[pandanista]

Draft of template issue for cleaning up and de-identifying interview transcripts

name: Research: Cleaning Up and De-identifying Interview Transcripts
about: The process to clean up and de-identify interview transcripts title: TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Recordings: De-identify: [Replace TYPE OF PARTICIPANT] [Replace PARTICIPANT NUMBER] labels: 'feature: recording transcription', 'feature: research', 'Participant Type: missing', 'Research 000: missing', 'size: 1pt', 'role: UI/UX research', 'milestone: missing' assignees:

---

Instructions for creating this issue

The person who creates this issue should use links in the section "Resources for creating this issue" (i.e., 1.01, 1.02, etc.) to customize this issue.

• Customize the issue
  • [ ] Open the "Research Overview" wiki page (Resource 1.01)
  • [ ] Choose the appropriate research roadmap or research plan folder (ie., RP###) on the wiki page
  • Use the information on the wiki page and in the research roadmap or research plan to customize this issue
  • [ ] Copy and paste entire template in this issue into text editor (ie., "TextEdit" on Mac, "Wordpad" on PC)
  • Use Find/Replace (Mac: ⌘+F or PC: Ctrl+F) to search for and replace the keyword strings (including text and the brackets) below with the appropriate values
    • Year
      • [ ] Find/Replace [Replace YY] with research year (Two digit format, ex: "22" for year "2022")
    • Research Plan Number
      • [ ] Find/Replace [Replace 000] with the research plan number (Three digit format, ex: "001" for research plan "RP001")
    • Type of Participant
      • [ ] Find/Replace [Replace TYPE OF PARTICIPANT] with the participant type (ex: "Intern" or "Mentor")
    • Type of Interview
      • [ ] Find/Replace [Replace TYPE OF INTERVIEW] with the type of interview (ex: "Intake" or "Exit")
    • Participant Number
      • [ ] Find/Replace [Replace PARTICIPANT NUMBER] with the number assigned to the participant (Three digit format, ex: "001", and can be found in RP[Replace 000]'s Roll Call and Session Table)
  • [ ] Copy and paste the edited template from text editor back into this Github Issue, replacing all original text
  • [ ] Re-check all the checkboxes above after copying and pasting the edited template
  • [ ] Close the text editor
  • Update the issue title
    • [ ] Copy

      TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Recordings: Transcribe: [Replace TYPE OF PARTICIPANT] [Replace PARTICIPANT NUMBER]

      • [ ] Choose "Edit" in the title section
    • [ ] Paste the text you copied into the issue title
    • [ ] Choose "Save"
• Customize the issue settings (located in right sidebar)
  • [ ] Under Assignees, assign a Researcher if it has been determined. Otherwise, leave it blank.
  • [ ] Under Labels, choose gear , and apply the label Research: RP[Replace 000]
  • [ ] Under Labels, choose gear , and apply the label Participant Type: [Replace TYPE OF PARTICIPANT]
  • [ ] Remove the Research 000: missing and Participant Type: missing labels
  • [ ] Under Projects, choose gear , choose Repository, and choose Program Management
  • [ ] Add the milestone: choose gear , and choose Research Analysis
  • [ ] Remove the label milestone: missing
• Customize dependencies
  • [ ] If you know of dependencies, add them below (a dependency is any issue or reason that would prevent the action items from being completed)
• Remove this section
  • [ ] After all the checkboxes above are complete and the issue is ready to be worked on, delete all text below the "Draft of template issue..." (top heading) and above "Overview" (heading below) -- i.e., the issue assignee will never see this part

Dependencies

• [ ] All the user interview issues have been created
• [ ] Interview Recording Upload Form needs to be created
• [ ] Interview recordings have been uploaded and moved into Internship - PII's "My Drive"
• [ ] Interview transcripts have been created

Overview

We need to clean up and de-identify RP[Replace 000]'s [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] interview transcripts so that we can move on to the data analysis and insights generation phase.

During these tasks, you will be asked to add links to the Resources/Instructions section, and that section is at the bottom of this issue (go view it now).

Another tip is to use split browser windows side by side when working on any GitHub issue, so you can edit the issue on one window, and check the resources or click through links on the other window to avoid a lot of back and forth. Make sure to refresh both windows to reflect any changes you made, including updating the issue or checking the boxes on one of them.

Action Items

• [ ] UX lead adds the assignee to the Internship - PII's "My Drive" as a Contributor so that they have access to internship - PII's My Drive where the recordings and transcripts with PII are stored.
  • [ ] UX lead accesses the Internship - PII's "My Drive"
  • [ ] Choose "Manage members", which is located towards the top right side of the browser
  • [ ] Enter the assignee's email address and select the role as "Contributor"
  • [ ] Confirm with the assignee that they have access to the Internship - PII's "My Drive"

Customize Resource Links

• Customize Resource for Wiki Page Link

  • [ ] Go to the wiki page: Research Output Overview (Resources # 1.01)
  • [ ] Find relevant wiki page for RP[Replace 000]
  • [ ] Copy the link for the wiki page
  • [ ] In Resources # 2.01, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • [ ] Choose "Update comment" in Github and make sure all the checkboxes above have been checked

• Customize Resource for this Research Plan's Google Drive Folder

  • [ ] Open the Google Drive's Research by Type Folder (Resources # 1.02)
  • [ ] Choose the [Replace TYPE OF PARTICIPANT] folder
  • [ ] Copy the link of the [Replace TYPE OF PARTICIPANT] folder
    1. Choose the three vertical dots on the right side of the [Replace TYPE OF PARTICIPANT] folder
    2. Choose "Share"
    3. Choose "Get link"
    4. Choose "Copy Link" and "Done"
  • [ ] In Resources # 2.02, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • [ ] Choose "Update comment" in Github and make sure all the checkboxes above have been checked

• Customize Resource for Interview Recordings and Transcriptions Tracking Sheet

  • [ ] Open the Research Plan's Google Drive folder in the Internship's shared drive (Resource # 2.02)
  • [ ] Locate the TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Recordings and Transcriptions Tracking Sheet in the folder
  • [ ] Copy the link of TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Recordings and Transcriptions Tracking Sheet
    1. Choose the three vertical dots on the top right side of the file
    2. Choose "Share"
    3. Choose "Get link"
    4. Choose "Copy Link" and "Done"
  • [ ] In Resources # 2.03, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • [ ] Choose "Update comment" in Github and make sure all the checkboxes above have been checked

• Customize Resource for Interview Recording Folder stored in the Internship - PII's My Drive

  • [ ] Log into your Google account so you will be able to access the Internship - PII's 'My Drive' in the next steps
  • [ ] Choose Shared drives > Internship - PII > Internship -PII
  • [ ] Choose TWE Interview Recordings by Plan # folder in Internship - PII's My drive (Resources # 1.03)
  • [ ] Locate the video recording folder for RP[Replace 000] inside the folder TWE Interview Recordings by Plan #
  • [ ] Copy the link of the video recording folder for RP[Replace 000]
    1. Choose the three vertical dots on the right side of the folder
    2. Choose "Share"
    3. Choose "Get link"
    4. Choose "Copy Link" and "Done"
  • [ ] In Resources # 2.04, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • [ ] Choose "Update comment" in Github and make sure all the checkboxes above have been checked

• Customize Resource for the De-identified Transcripts Folder in the Shared Drive 

  • [ ] Go to RP[Replace 000] folder (Resources # 2.02)
  • [ ] Locate the RP[Replace 000] De-identified Transcripts folder
  • [ ] Copy the link of the folder
    1. Choose the three vertical dots on the right side of the folder
    2. Choose "Share"
    3. Choose "Get link"
    4. Choose "Copy Link" and "Done"
  • [ ] In Resources # 2.05, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • [ ] Choose "Update comment" in GitHub and make sure all the checkboxes above have been checked

• Customize Resources for the Recording and Transcript you are Assigned to

  • [ ] Check the title of this issue to identify the participant number, which comes after De-identify:
  • [ ] Open the TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Recordings and Transcriptions Tracking Sheet (Resources # 2.03)
  • [ ] Locate the recording video in .mp4 format that matches the participant number in Column B of the tracking sheet
  • [ ] Copy the link of the recording that matches the participant number in Column B of the tracking sheet
  • [ ] In Resources # 2.06, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • [ ] Locate the transcript in .txt format that matches the participant number in Column C of the tracking sheet
  • [ ] Copy the link of the .txt file that matches the participant number in Column C of the tracking sheet
  • [ ] In Resources # 2.07, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • [ ] Prepare for cleaning up and de-identification by converting the .txt file into a Google Doc
    1. Click on the link in Column C Transcription Link that matches the participant number (Resources # 2.07)
    2. Choose Open with Google Docs 
    3. A Google Doc is generated in a new window with the same .txt file name
    4. The Google Doc is now saved into the same folder with the corresponding video and .txt file
    5. Open the RP[Replace 000] Interview Recording folder (Resources # 2.04)
    6. Open the corresponding folder for [Replace TYPE OF PARTICIPANT] [Replace PARTICIPANT NUMBER] and check to make sure a Google Doc transcript has been created
  • [ ] Make a copy of the Google Doc that was just generated and rename it
    1. Choose the three vertical dots on the top right side of the file
    2. Choose "Make a copy"
    3. A copy of the Google Doc is generated in the same folder
    4. Copy

       To be de-identified-

    5. Go back to the folder where a copy of the Google doc was created
    6. Choose the three vertical dots on the top right side of the file
    7. Choose "Rename"
    8. Remove Copy of from the file name when the Rename text box pops up
    9. Paste what you copied into the beginning of the file name text box
    10. Choose "Ok"
  • [ ] Copy the link of the "to be de-identified" Google Doc transcript you just created
    1. Choose the three vertical dots on the top right side of the file
    2. Choose "Share"
    3. Choose "Get link"
    4. Choose "Copy Link" and "Done"
  • [ ] In Resources # 2.08, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • [ ] Choose "Update comment" in Github and make sure all the checkboxes above have been checked

Clean up and de-identify the transcript

• [ ] Open the Google Doc transcript if it is not open yet (Resource # 2.08)
• [ ] Listen to the recording to get yourself familiar with the transcript
• [ ] Listen to the recording again and clean up the inaccuracies in the transcript as you read along
  • [ ] Separate the texts based on speakers and timestamps (timestamps should match the video file timestamps in case a researcher needs to go back and double-check the original video)
  • [ ] Add any missed words
  • [ ] Edit any typos and misidentified words
  • [ ] Deleted repeated words
  • [ ] Remove verbal filler words such as "um" and "uh" if they don't serve any purpose
    • Sometimes the verbal fillers can indicate the interviewee's emotions or thoughts. In this case, provide context in square brackets to demonstrate the emotions or thoughts (e.g., [The participant hesitated for a while before coming up with the answer]).
  • [ ] Where needed, add context in square brackets so that a reader could understand what was happening without watching the video (e.g., [steps off camera])
• Read through the transcripts again and make edits to de-identify any personal information
  • [ ] Search for the participant's name
  • [ ] Replace with their participant number, i.e. I001
  • [ ] Search for unknown speakers in the transcript
  • [ ] Replace unknown speaker with UXR number or other participant type/number
  • [ ] Read through the transcripts to search for any identifiable information in the interview
  • [ ] Replace any personal identifiable information with non-identifiable terms. For example, if someone's name is mentioned, we should use their roles inside square brackets so the reader knows this information was redacted (e.g., [team member], [peer], [mentor], [manager]). If their specific school is mentioned, we should redact that info with either [high school] or [college].
  • [ ] If they mentioned any specific issues they worked on, make sure to remove the issue numbers and rephrase the issues they worked on
• Read through the edited transcripts again
  • [ ] Focus on punctuation, readability, and formatting.
• When you're satisfied that the transcript is completely deidentified
  • [ ] Click on the version history and select the most current version
  • [ ] Click the three dots and select "Make a copy", and the "Copy version" window pops up
  • [ ] In the "Name" text box, remove the "Copy of" text at the beginning and the timestamp at the end from the file name
  • [ ] Copy

    De-identified Interview Transcript-

  • [ ] Paste the text you just copied in front of the file name in the "Name" text box
    • The new file name should be formatted like "De-identified Interview Transcript-RP[Replace 000]-UX Researcher Abbreviation###-[Replace TYPE OF PARTICIPANT] Abbreviation###"
    • An example: "De-identified Interview Transcript-RP006-U007-I001"
  • [ ] Save the renamed de-identified Google doc transcript into the RP[Replace 000] De-identified Transcripts folder. This is to make sure that the version history does not include any identifiable information.
    1. Click the folder icon under "Folder"
    2. Choose "All locations"
    3. Choose Shared drives > Internship > Internships > Research > Research by Type > [Replace TYPE OF PARTICIPANT] > folder for RP[Replace 000] > RP[Replace 000] De-identified Transcripts
    4. Choose "Select"
    5. Select "Make a copy"
    6. The copy of the file is generated in a new browser
    7. Dismiss the notification that says the file is now in the shared drive
  • [ ] Copy the link of the de-identified transcript in the shared drive
    1. Choose "Share"
    2. Choose "Get link"
    3. Choose "Copy Link" and "Done"
  • [ ] Paste what you copied into the matching participant's cell in Column D Transcription Link - de-identified in the tracking sheet (Resources # 2.03)
  • [ ] In Resources # 2.09, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • [ ] Choose "Update comment" in GitHub and make sure all the checkboxes above have been checked

• [ ] Review with UX Lead
• [ ] Product sign-off
• [ ] UXR Lead or PM removes the assignee from the Internship - PII's My Drive when closing the issue if the assignee no longer needs to access the PII drive.

Resources/Instructions

Resources for creating this issue

1.01 Wiki: Research Output Overview 1.02 Google Drive Folder: Research by Type 1.03* TWE Interview Recordings by Plan #

Resources gathered during the completion of this issue

2.01 [Wiki: Research Plan: RP[Replace 000]] 2.02 [Google Drive Folder: RP[Replace 000] 2.03 [TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF INTERVIEW] Interview Recordings and Transcriptions Tracking Sheet] 2.04* [RP[Replace 000] Interview Recording Folder] 2.05 [RP[Replace 000] De-identified Transcripts Folder] 2.06 [[Replace TYPE OF PARTICIPANT] [Replace PARTICIPANT NUMBER] Recording Link] 2.07 [[Replace TYPE OF PARTICIPANT] [Replace PARTICIPANT NUMBER] Transcript .txt File] 2.08 [[Replace TYPE OF PARTICIPANT] [Replace PARTICIPANT NUMBER] To be De-identified Transcript Google Doc] 2.09 [[Replace TYPE OF PARTICIPANT] [Replace PARTICIPANT NUMBER] De-identified Transcript Google Doc]

*This folder can only be accessed from the Internship - PII's "My Drive"

[pandanista]

• This template needs to be revised
  • Need to add a section to illustrate how to "Set up two spreadsheets to track stakeholders being mentioned in the interviews other than the interviewee and interviewer themselves in the De-identified Transcripts folder (Resources # 2.06) and PII drive"
  • Will refer to this comment and two spreadsheets in this comment for the revision
• A question on the last steps in this template:
  • Should we have the assignee create new issues for de-identifying the transcripts once they are done with this issue since it will be the next step? Or should we have UXR lead create the new issues for de-identifying the transcripts?

[pandanista]

The template has been updated, and will be tested by team members when we need to transcribe more interview sessions.

[pandanista]

@sunannie27 @KC-skc @ExperimentsInHonesty

• The testing issue has been created. See issue #628.
• This template draft issue has to stay in review column because the template draft above needs to be revised based on feedback on the testing once testing starts.
  • If moving to icebox column, it won't allow constant revisions on the template draft.
• This template will need org rep to subscribe to Otter.ai or a different transcription software because we need to transcribe IS22's intern intake and exit interviews.

[ExperimentsInHonesty]

Break this into two issues

The parts before and after this bullet Rename Uploaded Recording Video Files If Needed

The reason for this change is that it would allow us to create the folder structure and tracking spreadsheet at any time after the research plan is approved and the transcription could then be done separately, on an interview by interview basis, if needed.

Sometimes we do a group of interviews at the same time (e.g., intake) Other times we schedule interviews conducted by only a few researchers, over a longer period of time.

[pandanista]

This template has been updated by removing the renaming recording files, transcribing the recordings, and updating the recording and transcript tracking sheet sections. However, I decided to keep the Set Up A Folder for De-identified Transcripts in the RP[Replace 000] folder, Update the Wiki Page, and Review and Hand-off sections in this template as they are necessary steps to the set-up phase of the transcription.

• Again, we will test this template and incorporate more changes if needed. This template is step 1 and step 2(b);
• Testing issue has been created in #628 , which is Step 2a;
• Tester will create a test, which is Step 3.