SHared knowledge for Energy Renovations in buildings by Public

Administrations – SHERPA

Project ID: 1MED15_2.1_M23_181

Capitalization toolkits User’s Guide

Project WP: WP5-Capitalising

Project related activity: 5.4 - Development and maintenance of the capitalisation set

of toolkits

In the framework of deliverable: D5.4.1 – Toolkits guide - SHERPA EEB procedures

guideline

The Responsible Partner

The Consultant

Athens, January 2020

Capitalization toolkits User’s guide

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Table of contents

1. Introduction ........................................................................................................................... 2

2. Functionalities for the visitors ............................................................................................... 4

3. Functionalities for the registered members .......................................................................... 8

4. Functionalities for the Administrators ................................................................................ 12

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1. Introduction

The current document offers a user guide for the SHERPA Capitalization set of toolkits

available at: https://sherpanet.eu/.

This part of the SHERPA Capitalization Platform serves as a “hub” of useful information,

available for Regions, Municipalities and other stakeholders interested in buildings’ energy

renovation (ERB). It is divided into 4 thematic categories corresponding to the principle

value-chain Axes for planning, implementing and monitoring energy renovation projects

mainly for public buildings, namely:

Governance-Policy

Technical information

Financing

Awareness-training

Each category represents a thematic toolkit by means of a repository of deliverables, best

practices, methodologies, experiences and results from the SHERPA project as well as from

other related MED/EU projects and initiatives on the energy efficiency of buildings. Each

toolkit contains useful information clustered based on the most relevant filtering criteria

thus facilitating the user to search for information oriented to his/her preferences. In

addition, the utility offers the possibility for users to import new information (e.g.

deliverables, reports, best practices, etc.) regarding the energy renovation of buildings

provided that they match their input to specific searching criteria; hence, they can use this

platform to communicate other material similar to SHERPA topics.

The main functionalities of the Capitalization toolkits are the following:

Information repository: A library of information related to ERB projects in the form

of criteria-based search “engine” for each thematic toolkit.

Information feed: A utility allowing users to provide and share new information

related to ERB projects categorized into each thematic toolkit.

Review domain: A utility only for SHERPA administrators to review any new

information imported by users, including notifications to users of the status of

review until its publication in the 1st field above.

All visitors can visualize the existing content, filter and search information in the toolkits.

However, it is highlighted that submission of new information is prohibited for simple

(unregistered) visitors. Only registered members can submit new information to the toolkits

and they can also provide new information regarding ERB projects (released after the review

of SHERPA Administrators).

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The rest of this document is structured as follows:

Section 2 describes functionalities for the visitors,

Section 3 demonstrates functionalities for the registered members,

Section 4 presents functionalities for moderators/admins (partners only),

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2. Functionalities for the visitors

Figure 1. The SHERPANet.eu landing page

The landing page of the https://sherpanet.eu/ web page is shown in Figure 1. As shown in

the middle the visitor can select the “Capitalization set of toolkits” to enter the

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corresponding section. In addition, in this page the visitor can read information about the

content of set of toolkits.

Selecting the toolkits the visitor is then transferred to the individual thematic toolkits

(thematic categories) shown in Figure 2. Those are the following

Policy: Governance-policy issues concerning the energy renovation of public

buildings

Technical: Toolkit: Technical information (tools, method, etc.) concerning the energy

renovation of public buildings

Financial: Financial issues (programmes, schemes, etc.) concerning the energy

renovation of public buildings

Awareness: Awareness-training information (structures, programmes, etc.)

concerning the energy renovation of public buildings

Figure 2. Selecting the thematic toolkit

Then the user can select the toolkit of interest for searching deliverables, best practices,

methodologies, experiences and results from the SHERPA project as well as from other

related MED/EU projects and initiatives on the energy efficiency of buildings. Selecting a

toolkit a list of relevant resources is shown as presented in Figure 3. In addition,

announcements might be active and might be shown at the top of the list.

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Figure 3. List of resources in the toolkit.

The user is able to filter the documents presented based on the following filters as shown in

Figure 4:

Category

Field of application

Context

Country

Principle stakeholders

Figure 4. Filtering resources based on several criteria.

Selecting a filter condition and applying this (by pressing the “Go” button) filters out the

corresponding resources, enabling the active and rapid exploration of the content. Have in

mind that each thematic category has its own category, field of application and context

applicable elements.

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Figure 5. Sorting resources and inline search engine.

Besides filtering based on user choices, sorting is also possible based on various elements

such as subject, last post, author, creation time, rating, number of ratings, replies and view

whereas pure textual search is also supported by an inline search engine at the bottom of

the page as shown in Figure 5. All these functionalities significantly uplift user experience in

exploring the resources of interest.

Figure 6. Presentation of the elements of a single resource.

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By selecting a single resource, more information is presented to the visitor such as the title

of the context/framework, the category, the field of application, the context, the country,

the principle stakeholders, the responsible organization(s), the URL of the resource and

other potential useful information regarding this resource.

3. Functionalities for the registered members

Registered members enjoy additional functionalities. For example, they can submit new

information by selecting the appropriate button shown in Figure 7.

Figure 7. Submitting a new information item.

For submitting a new information item the form shown in Figure 8 is presented to the user.

The following two messages provide more information about the whole submission procees.

“Please note that new information items in the capitalization toolkits must be approved by a

moderator before becoming visible.”

“Submit new information

This webpage allows the user to upload and share with other members of the SHERPA

Capitalization Platform new useful information to a SHERPA toolkit/Axis regarding the

energy renovation of public buildings. Any information should be inserted by means of

selecting – or defining new - most appropriate keyword for each available criteria (selected

from the available dropdown menus) and finally insert the source of the information i.e. the

url leading to the information material or upload the related documentation (pdf, doc, or any

compressed file e.g. zip or rar).

Important notification: Please note that any information inserted will be treated as public

by means that it will be accessible by other members of the SHERPA Capitalization Platform.

Please also note that any new information referring to brand-new contributions or

innovations e.g. technologies, methods, new policies, financial instruments, etc., will be

accepted provided that they have been already published in official sources or websites

which certify their validity, e.g. for a scientific article that it is already published in a

recognized journal or conference, for a policy instrument that it is already a regulation, for a

training seminar that it has been already completed, etc. Especially, for articles published in

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Journals or Magazines, the url leading only to the publicly available part of the article will be

accepted. No private information will be allowed.”

Then the user should fill-in the following form elements

Information subject

Organisation name

Organization type

Responsible person

Title of the context/framework

Category

Field of application

Context

Country

Principle stakeholders

Responsible Organization(s)

URL or to upload an attachment file

A message describing this information item

In addition the user can propose (if needed) additional categories if those available are not fully

covering his submission.

Moreover, the user should subscribe to this information item to receive as PM notifications any

comments by the admin and other users by selecting “Subscribe and receive PM notification of new

replies”.

Finally the user is able to preview his submission or to save it as a draft for future submission by

pressing the corresponding buttons at the end of the page.

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Figure 8. Submitting a new information item.

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As soon as the information item is submitted for approval it is shown highlighted in the list

with the other items, reporting its status as shown in Figure 9 and an email is sent to the

administrator.

Figure 9. Pending approval for an information item.

The user can visualize the elements of the information item and as soon as some comments

are left by the administrator they are shown in the discussion bellow the information item

(refer to Figure 10). When an administrator updates the status of the submitted item or adds

some comments the corresponding notifications are sent to the user.

The user is also able to modify his submitted element at any time, however this would

require again the approval of the item by the administrator.

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Figure 10. Visualizing a pending approval information item.

4. Functionalities for the Administrators

As long as a new submission is accepted, an appropriate notification is shown to the admin

(refer to Figure 11). The administrator can see the corresponding message and be

transferred to the corresponding toolkit to check the submitted items.

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Figure 11. Notifications shown to the administrator for new submissions.

Figure 12. Information items that need approval.

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Then the administrator can visualize the submitted information and either delete, update or

comment the submitted information selecting the corresponding icons as shown in Figure

13. Among others the following functionalities are supportedQ

Send an email to the user

Send a private message to the user

Find all posts by this user

Edit this submission

Delete this submission

Report this submission

Warn the author

In addition the administrator can use the quick reply box at the bottom of the page to add

comments directly to the submission. As soon as some comments are left, the user is

directly notified and a further discussion is enabled.

Note: The administrator should delete (if needed) the discussion of the information item

before finally publishing the information item, as it will be otherwise visible to all upon

approval.

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Figure 13. Viewing a submitted item.

Besides the afforementiond method for viewing the submitted items, the administrator can

also visualize the submitted items through the Moderator control panel from the top-level

menu as shown in Figure 14.

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Figure 14. Selecting moderator control panel.

As soon as the moderator control panel is selected the following page is shown in Figure 15.

Then the admin can select the moderation queue to visualize the items pending for

approval.

Figure 15. Moderator control panel.

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The various items are presented, as shown in Figure 16 and the administrator can select to

approve, delete or ignore them. In addition the administrator can select the individual items

to examine their full content.

Figure 16. Managing items pending for approval.