There are a couple of options for working with offline files with Google Drive and Google shared drives.
There are a variety of options for online file storage depending on what your needs are and the type of data you need to store (see the Data Security Classificatio
You can use a variety of tools for online small group discussions. We have outlined solutions, rated them for the effort required, and identified key considerations.

Experts & Communities

This group is used to proactively communicate about upcoming changes, updates, or unplanned events that may impact users for the legacy data warehouse (DWEPRD) and the Enterprise Data Warehouse (EDWPRD). Community mem
EDMR (Enterprise Data Management and Reporting) is the organization supporting efforts to achieve the full value of the University’s data and information assets.
EDMR (Enterprise Data Management and Reporting) is the organization supporting efforts to achieve the full value of the University’s data and information assets.
LATIS consultatively supports researchers in the design, data collection, and analysis of surveys and experiments in the social and behavioral sciences, humanities, and arts.
OMS is the business owner of Qualtrics for the University and has a team of experts available to help bridge the gap between do-it-yourself and advanced level questionnaire design and survey programming.
U-Spatial provides support and training for Geographic Information Systems (GIS), remote sensing, and spatial computing.
U-Spatial provides support and training for Geographic Information Systems (GIS), remote sensing, and spatial computing.
The UM Analytics User Group is a resource for those who have completed the UM Analytics author training for creating dashboards and analyses.
Nearly 8,000 students, faculty, and staff at the University of Minnesota are using Qualtrics for their projects.
The University Analyst Group meets monthly and works to share knowledge and perspectives related to University data, systems, and policies, analysis tools and techniques, and approaches to research questions.
The University Data Community is everyone who is interested in and works with University data. We support community members involved in data management, reporting, and analytics.
The University Data Community is everyone who is interested in and works with University data. We support community members involved in data management, reporting, and analytics.
Surveys at the University of Minnesota are governed by the University Survey Advisory Team (U-SAT).
The WorkflowGen Consortium includes users of WorkflowGen at the University of Minnesota. It provides administrative oversight and user experience insight.

Good Practices

Challenge Backups are essential. Your hard drive could fail, you could lose your device, it could be stolen, or you could get a malware infection that takes your files hostage.
Conduct a successful survey by learning how to ensure security and confidentiality, craft email invitations, and achieve higher response rates.
Ensure important department documents in Google Drive do not get accidentally deleted or go missing, especially when someone leaves the University or moves to another department.
It is important that you familiarize yourself with the types of data entrusted to you, how you are accessing the data, and how you are storing the data.
Learn how to correctly analyze survey data so results can be used to accurately inform decisions.
See how to design a high-quality survey by understanding when to use specific question types, how to write questions, and how to format and organize the survey.
Learn how to establish survey objectives, methods, institutional review and approval, and sampling to create a successful project.
Challenge We need an email address for our group and a Google Drive account to store our group’s documents.


To gain access to Jadu XFP (forms), there are a few steps you need to take. Follow the steps below if you only need access to build forms.
This article is designed to assist in getting Box Drive installed on Health Sciences Technology (HST) supported devices.
When inviting an internal or external user as a collaborator within a folder, you will have the ability to set the level of access that user has to your content.
Sometimes when you're sharing a file with someone you know they will need it for only a certain amount of time, or perhaps legally they or you can only have access to it for a certain amount of days.
How do Box Notes work in folders that have been synced? Box Notes are synced to your computer like other documents, and will appear in your Box Sync folder. Box Notes will open in your browser.
While you are working in Box Notes Box Secure Storage automatically creates saved versions roughly every five minutes or after f
The University DOES NOT recommend downloading data when working with Box for secure storage.
What is Box Secure Storage? Box is a secure, cloud-based tool for storing and sharing sensitive data.
Box Edit is an add-on feature that allows you to edit or create files directly on Box.
There are two apps that can help you work with Box files from your desktop. The recommended app to install and use is Box Drive.
Box Secure Storage provides many security features designed to protect your sensitive data files. However, there are actions you can take to make sure your data stay protected while in Box:
Users should keep their collaborators (the people to whom they give access to folders) up-to-date.
Box keeps track of your file versions when you upload new files and when you use
Sometimes when you try to access Box, you may be prompted to login to a Box screen rather than the standard University of Minnesota login page. You should not use this Box screen to login.
There are two apps for editing Box data from your Desktop. The University's preferred solution is Box Drive.
There are various ways to integrate and update data within Box. This article covers the basics of the three ways you may want to modify data with Box and when or why you may want to use each.
Box and Sensitive Data Box is a secure data storage and sharing tool that is the primary secure sharing tool for the University of Minnesota.
The University of Minnesota's Box Secure Storage may function differently than other university or personal Box accounts you have used.
When you are ready to move a site in the University's Drupal Enterprise environment from DEV to STG and PRD, we recommend you use different branches for different environments.
GitHub is a web service that allows you to share your code with others. The University of Minnesota offers a free-to-use GitHub server for current University faculty, students, or staff.
GitHub[email protected] authenticates using Active Directory's LDAP, which holds accounts for active students, staff, and faculty.
Description GitHub is a web-based code hosting and revision control system.
This article contains the steps to transfer [email protected] repositories (also known as "repos") to an account that is not hosted by UMN (such as a personal account).
An Integrated Component brings data into your form from an external source.
Please follow the steps below to have your Jadu form moved to production:
Summary To send the form data to Perceptive Content, the following setup is necessary.
Under the tasks column, you are able to preview a survey by clicking on "view." If it results in the screen below, it may be due to a request for authentication.
Create an Individual Account Read and agree to the Terms of Use.
All active University of Minnesota staff and students may use Qualtrics. To activate your Qualtrics account, log in to UMN Qualtrics:
If you have questions about accounts, access, groups, ownership changes, or availability of features on the University instance of Qualtrics, contact 
A contact list includes the names and email addresses of individuals to which a survey is sent. There are a variety of different ways to get a contact list. Below are some options recommended by the University.
The following instructions will help Qualtrics survey distributors create a survey where University of Minnesota accounts are required to log in and take the survey, and where the respondent's Internet ID is captured
Only Qualtrics Campus Administrators can create and modify membership in groups. Please contact [email protected] with the following information for assistance:
If you are the Owner of a UofM Qualtrics survey and wish to transfer ownership to another UofM Qualtrics account, you must contact UofM Qualtrics Support,
If your name, Internet ID or Email address are incorrect in Qualtrics:
Set up a University-Branded Email using Qualtrics Qualtrics Mass Email Requirements Email sent from Qualtrics must follow the
SQL Developer can be used to create queries that can be used to retrieve data from the Data Warehouse. The preferred method for using SQL Developer is through the AppsToGo application.
SQL Developer can be used to create queries that can be used to retrieve data from the Data Warehouse. If the Software Center application is installed on the Windows computer, it can be used to install SQL Developer.
AppsToGo is an online service that can be used to run SQL Developer. With AppsToGo, no installation of SQL Developer is required.


A guide to help you correctly identify the security level required for your research data developed by the College of Liberal Arts Technologies and Innovation Services.
To use Office of Information Technology (OIT) Storage and Hostings Services, all customers must onboard through the Customer Experience Standardization for Infrastructure process. 
If you have general use questions concerning document imaging, please contact the Document Imaging team by sending an email to
Smaller and local Drupal community conference
Oracle's PeopleSoft applications are the basis for a great number of the University's mission critical functions.
The Data Governance Council Glossary covers terms and concepts included in the Enterprise Data Warehouse.
Improve the layout of your online forms by placing form labels near the associated text field and by grouping similar fields.
Learn to store, sync, and share files with Google Drive.
Learn to store, sync, and share files with Google Drive.
This 6-hour LinkedIn Learning course covers how to use Git, the popular open-source version control software, to manage changes to source code and text files.
This chapter of the Git Essentials training covers Branches in Git.
Basic overview of branching and merging in Git.
Git Checkout allows you to move between branches.
Show changes between the working tree and the index or a tree, changes between the index and a tree, changes between two trees, changes between two blob objects, or changes between two files on disk.
Instructions for installing Git for Linux, Mac, and Windows.
This is the manual page for the gitignore command.
A well documented article covering the topic of handling conflicts in Git
The git log command displays committed snapshots. It lets you list the project history, filter it, and search for specific changes.
Join two or more development histories together
This LinkedIn Learning chapter from the Git Essential course covers the concept of merging code branches.
How to resolve merge conflicts in Git
The git status command displays the state of the working directory and the staging area.
Learn how to use Git by reviewing the basic concepts of Git version control. Try out this introductory course that was created with GitHub.
This LinkedIn Learning video covers how to tell Git which files to ignore.
Version control is a system that records changes to a file or set of files over time so that you can recall specific versions later.
Adding other users to your GitHub organization. The other users must have logged in to GitHub before you can add them.
You can create a new organization by either setting up a new organization or converting an existing personal account into an organization.
More detailed instructions for creating an organization in GitHub.
Instructions for generating SSH keys on your computer and then adding the public key to your GitHub account. 
Pulling code from GitHub (aka syncing)
Pushing code to your GitHub
University of Minnesota branded templates are available for several Google apps.
Google Support created documentation on creating/renaming docs and spreadsheets in Google Drive
Google Support document with instructions on the deletion of a document stored in Google Drive
Google Support document outlining steps for printing documents stored in Google Drive
Article from Google about how to access Google Drive and share and edit Google documents, slides, sheets, forms and drawings from within a Google Video Call (Hangout).
Abbreviated documentation on basics of Google Drive set up and functionality
This video from LinkedIn Learning shows how to upload, convert, sync, and delete files and get tips on organizing and searching Drive.
Google Support document outlining basic and advanced search options in Google Drive. Note: Scroll down and click on Advanced Search options.
Google Support document which outlines process for changing the way documents are shared in Google Drive
LinkedIn Learning instructional video on making changes to your view and the sort order in Google Drive
Google Support document on real time communication with another Google user who is also working on the same Google Drive document
This short video from LinkedIn Learning demonstrates how to convert a file into the Google Doc format.
Google Support information on the creation, deletion and moving of a folder in Google Drive
LinkedIn Learning video instructions on how to delete and recover files stored in Google Drive
LinkedIn Learning video instruction on how to download and print files from Google Drive
LinkedIn Learning instructional video on the ability to collaboratively edit a single document in Google Drive with another Google user.
Limitations on file sizes in Google Drive
Locate a file if its parent folders no longer exist.
Keyboard shortcut commands for use in Google Drive
LinkedIn Learning instructional video on making edit suggestions and working with suggested edits of Google Documents in Google Drive
Important considerations before moving or deleting information in shared folders.
LinkedIn Learning video guide to funcationality and navigation in the Google Drive application
Google Support document with instructions on recovering a Google Drive document
Google provided information on requirements for using Google Drive.
Google Support site reviews process of searching for files in Google Drive
LinkedIn Learning how-to video on searching for files and folders in Google Drive
LinkedIn Learning instructional video on how to share files from Google Drive with other users of Google
Google Support instructional document on sorting files in Google Drive
Suggesting an edit to others working on the same document
Information on tracking changes made to your files stored in Google Drive
Google Support document giving steps to change ownership of documents stored in Google Drive
LinkedIn Learning video explanation of files compatible for storage in Google Drive
Google Support document with instructions on uploads to Google Drive
LinkedIn Learning video how-to on uploading files to Google Drive
LinkedIn Learning instructional video on using stars to group files in Google Drive
LinkedIn Learning instructional video on the use of a preview lightbox for file searches in Google Drive
LinkedIn Learning video how-to on set up and use of Google Drive 
LinkedIn Learning instructional video on contributing to files shared with you through Google Drive
Google Support document outlining how to convert Office files to Google Doc format
LinkedIn Learning instructional video on the sharing of documents through Google Drive and responding to/adding revisions
LinkedIn Learning video instructions on creation and maintenance of folders in Google Drive
Find help creating, editing and formating Google Forms.
Short article from 9to5 Google on how the use of Google Drive app within a hangout has been removed. Now users are to use the chat box for sharing any Google Driv items.
Requirements for Perceptive Content 7.2Perceptive ExperienceSupported Browsers:Microsoft Internet Explorer 11Microsoft EdgeMozilla Firefox (Microsoft Windows OS)
Video introduction to creating an action template, along with a rule to invoke that action template.
Add questions (also known as elements and fields) to your form.
Add instructions at the top of the page.
UMN Jadu users will be assigned a single category to use for all their forms. You will still need to select that category.
Create your form's metadata.  The Description field is required.
After you create Action Templates, you can create Rules to fire those Actions.
Video introduction to getting started creating a Jadu form.
The form instructions page is presented at the beginning of your form.
Add, edit, and remove prefills.
Download a PDF file that was generated upon form submission.
Dynamic display of a section of a page (also known as page branching) allows display of questions based on answers to previous questions.
Login to the Jadu Production Environment to view submitted forms.
Login to the Jadu Form Building Environment using your Jadu username and password.
Edit or delete an action template, and see which rules use an action template.
Remove a question from a page.
Jadu Forms can restrict access to your form only to those signed in with University of Minnesota InternetID and password.
Change the title of a page.
A progress bar indicates how many pages in the form have been completed and how many remain to be completed.
Show a custom response page after a form has been submitted.
Edit a question in a page.
Access data from submitted forms.
Video introduction to creating a page and adding it to a Jadu form.
Click the Google Apps icon
Watch pre-recorded webinars covering a variety of Qualtrics and survey topics
This resource from CloudFind provides some best practices for using Google Drive with your team.
PeopleSoft BI Publisher reports provide users with operational real-time data with data presented through a template. Creating BI Publisher reports requires advanced knowledge of PeopleSoft data structures.
PeopleSoft queries provide users with operational real-time data. View available queries through the Query Viewer or build a query in Query Manager.
Costs Paid by the UniversityThe following are Enterprise-funded costs covered by the University:
The Document Management team can provide reports to you, using the Business Insights tool, about Perceptive Content security, documents, users, and queues.
Canon and Fujitsu scanners are the two major brands used at the University.
Financial Document Imaging HelpFor questions concerning financial document imaging, please contact University Financial Help:
Note: Most of these guides are from an older version of the software. You may notice a few minor differences, but generally they still are accurate for the version we are using.
Web: Perceptive Experience, the web based instance of Perceptive Content, allows you to take advantage of most of the functionality of the desktop client via a web browser, so wherever you are, on cam
The Qualtrics license grants the University of Minnesota permission to use the software solely for University purposes, and expressly prohibits use by third parties.
Find answers to frequently asked Qualtrics questions.
Learn the basics of using Qualtrics or dive into advanced topics.
If you are considering surveying anyone at the University of Minnesota, you must follow the Survey Project Approval Process outlined below.
New Imaging ProcessFor a new imaging process, click the link below to access the Document Imaging Interest Indicator form. Complete the form and click the Submit button at the bottom.
Our ResponsibilitiesThe OIT Self-Managed Virtual Server Hosting staff is responsible for:
A Website that provides survey-related resources to the University of Minnesota community, including links to technologies supported on campus and information about best practices and community groups.
Whether you are a novice or an advanced user, there are many ways to learn more about how to utilize Tableau! Below are just some of the resources you can explore:
The following features are provided to all web sites as part of both Basic and Premium plans:Project Web ServiceA pool of web servers to host your web content.
Departmental Web Hosting is now considered a contained service and new requests will be reviewed carefully.
Follow these well-established — but frequently ignored — user experience (UX) design guidelines to ensure users can successfully complete your website forms.
The Reporting Center contains enterprise reports from UM Reports, UM Analytics, and PeopleSoft.

Self-Help Guides

Box Secure Storage is a cloud storage and collaboration service configured to meet the University security standards for HIPAA data.
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems. 
This self-help guide provides an overview of enterprise data that enables decision-making at the University of Minnesota.
This self-help guide provides an overview of enterprise data that enables decision-making at the University of Minnesota.
This Self-Help Guide is intended to assist developers that are going to develop within the University of Minnesota Drupal environment.
The Google Drive self-help guide provides how-to instructions for common tasks such as organizing and finding files and folders, sharing and working together on documents, and downloading and printing files.
This self-help guide takes you through the process of setting up workflows for Jadu XFP forms.
This self-help guide takes you through the process of creating a form, setting up the page elements (such as text fields, drop downs check boxes) and the corresponding properties, and managing the submitted form

User Stories

The benefits of student group work are well documented: