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Appendix A: Jonassen, et al. (1999)

  1. Distance Collaboration.
  2. Tasks that make up this job.
    1. Email
    2. Collaborate on Document Creation
    3. Video Conference
    4. Tele Conference
    5. Chat Online
    6. Use Collaboration Software
      1. Adobe Macromedia Breeze
      2. WebCT
  3. Task Description
    1. Email
      1. Proficiency in email usage.
      2. Attach presentations to email and send to participants before scheduled meeting time.
      3. Provide paper copies for local participants.
    2. Collaborate on Document Creation
      1. Prepare presentations before scheduled meeting time.
      2. Annotate as much as possible.
      3. Use large clear fonts if presentation is to be broadcast over a video conference link.
    3. Video Conference
      1. Make sure all equipment to be used are compatible.
      2. Conduct periodic test runs.
      3. Presenter should engage and address remote audience.
      4. Remote audience should remain muted unless speaking to local site.
      5. Ensure that all documents to be used are sent in advance and that font sizes are appropriate for broadcast.
    4. Tele Conference
      1. Make sure all equipment to be used is compatible.
      2. Conduct periodic test runs.
      3. Conference leader should engage and address remote audience.
      4. Remote audience should remain muted unless speaking to local site.
      5. Ensure that all documents to be used are sent prior to the conference.
    5. Chat Online
      1. Select chat platform
      2. Make sure that all participants are familiar with the tools that will be useful for the collaboration.
      3. Decide on rules of engagement for online chat.
      4. Inform users whether the chat session will be saved or not.
    6. Use Collaboration Software
      1. Select collaboration software platform (corporate decision)
      2. Conduct training and provide job aids for software use.
  4. Detailed Task Description
    1. Email
      1. Start email program.
      2. Open and review any important emails as needed.
      3. Respond to messages that require a response.
      4. Open and create email dialogue.
      5. Select individuals to send email to from address book or manually enter new email addresses. Determine who may need to be carbon copied or blind copied.
      6. Enter subject for email.
      7. Type message.
      8. Attach any documents that may be needed.
      9. Send email
    2. Collaborate on Document Creation
      1. Start document creation software
      2. Create presentation
      3. Distribute presentation in appropriate fashion
    3. Video Conference
      1. Start video conferencing equipment
      2. Obtain contact information of participants. Ensure that participants have all conference materials beforehand.
      3. Utilizing contact information, attach all participants to the video conference.
      4. Conduct conference using appropriate etiquette.
      5. Thank participants and end conference.
      6. Clear conference area.
    4. Tele Conference
      1. Start tele conferencing equipment
      2. Obtain contact information of participants. Ensure that participants have all conference materials beforehand.
      3. Utilizing contact information, make sure all participants have joined tele conference.
      4. Conduct conference using appropriate etiquette.
      5. Thank participants and end conference.
      6. Clear conference area.
    5. Chat Online
      1. Start agreed upon chat platform
      2. Obtain contact information of participants. Ensure that participants have all conference materials beforehand.
      3. Utilizing contact information, make sure all participants have joined the chat room.
      4. Conduct online chat using appropriate etiquette.
      5. Thank participants and end online chat.
    6. Use Collaboration Software
      1. Start agreed upon chat platform
      2. Obtain contact information of participants
      3. Utilizing contact information, make sure all participants have joined the collaboration.
      4. Collaborate using appropriate etiquette.
      5. Thank participants and end collaboration. Ensure that all work created in the collaboration is properly saved and distributed.
  5. Task Requirements
    1. Email
      1. Users must have an email account and be familiar with its usage.
      2. Users must be able to send and receive each other's emails. (No filters restricting access from other participants.)
    2. Collaborate on Document Creation
      1. Users must select the appropriate document creation software and be familiar with its usage.
      2. Users must follow agreed upon criterion for the look and feel of documents to be shared.
      3. Users should be prepared to share documents prior to distance collaboration.
      4. When collaborating on a document, a method for tracking changes by individual users should be set in advance.
    3. Video Conference
      1. Communication standards should be agreed upon either on the corporate level or between specific participants.
      2. Equipment standards should be agreed upon either on the corporate level or between specific participants.
      3. Users should be familiar with the operational procedures of the video conferencing equipment.
      4. For large video conferencing situations, appropriate technical support should be on hand or available.
      5. As with all speaking opportunities, water should be made available for consumption.
    4. Tele Conference
      1. Communication standards should be agreed upon either on the corporate level or between specific participants.
      2. Equipment standards should be agreed upon either on the corporate level or between specific participants.
      3. Users should be familiar with the operational procedures of the tele conferencing equipment.
      4. As with all speaking opportunities, water should be made available for consumption.
    5. Chat Online
      1. Participants must be familiar with agreed upon platform.
      2. Participants should be prepared to share documents prior to online chat.
    6. Use Collaboration Software
      1. Participants must be familiar with agreed upon platform.
      2. Participants should be prepared to share documents prior to online chat.
      3. When collaborating on a document, a method for tracking changes by individual users should be set in advance.
  6. Performance Structure
    1. Call meeting
    2. Determine technology to be used for meeting and collaboration.
    3. Ensure that all documents are created and distributed prior to session.
    4. Begin collaboration session.
    5. Ensure that minutes and progress are saved and forwarded to all participants.
    6. Thank participants and solicit information on how to improve collaboration.

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