Drupal 7 UX: Reflecting between Iteration Zero and Iteration #1

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Here in Drupal7 User Experience Project land we’ve been moving from ‘iteration zero’ to the actual production iterations. In iteration zero we’ve been doing a lot of our strategic thinking and documenting, but now it is time to start producing output that the developers who are working with us on this project can turn into something that will be contributed to the Drupal7 Project.

There is a real cadence to the project, and although there is no time in the schedule for us to take a breather, between you and I, it has been impossible for us not to do so (just a little), before heading back into the fray. I’ve noticed this effect a few times in agile projects and I think that I’m going to try to encourage project managers to allow for a little breather at this point in future projects I work on.

I thought I’d take a moment to share with you some of the other shifts that start to happen as we move from Iteration Zero into the Production Iterations.

Communication Framework: From Abstract to Concrete

As I’ve mentioned in the past, a big part of the time we spend on this project is spent either communicating with the community about the work we’re doing, our process and our ideas, or trying to work out a better way to communicate with the community.

One of the biggest challenges of the Iteration Zero stage in the project is that it is, by and large, a series of quite abstract and strategic discussions.

It is really easy to forget that many people find abstract and strategic discussions really difficult. I think there are particular types of brains that embrace the abstract better than others, but experience in this project phase is also very helpful.

In Iteration Zero there is often a lot of writing and talking and not much making/showing – this can create a very challenging environment for project participants. It is pretty easy for people to have vastly different interpretations of the same concept and it can be difficult to make sure that everyone is on the same page with the higher level strategy for the design and product. I’ve experienced this recently not only with the Drupal project, but with a few other projects I’m involved in.

Abstract discussions can be difficult to grok due to their predominantly conceptual nature.

It is pretty easy for people to have vastly different interpretations of the same concept and it can be difficult to make sure that everyone is on the same page with the higher level strategy for the design and product.

I can’t begin to tell you how many times I have explained and re-explained the very same concept, each time thinking that it’s been communicated clearly, only to discover that we still have at least two very different ideas about how something is going to work. There are at least two reasons for this: firstly I have to take responsibility for communicating – if the message isn’t being received I have to re-evaluate either what or how I’m communicating. We also have a second and somewhat unique problem when communicating with the Drupal community and that is that they have a tremendously strong mental model of How Things Work In Drupal. Every time an idea is presented the community almost invariably tries to map it directly to their mental model of How Things Work In Drupal – this is natural and what we *do* with mental models, but when the concept we’re suggesting actually breaks the model, we can run into trouble. It just doesn’t compute! It becomes abstract, difficult to understand, as we have to try to find ways to make concepts more concrete.

Iteration Zero can be a stressful time as a result of this abstraction – people aren’t really certain that they know what you’re talking about, but you’re also asking them to make decisions that will be really significant in shaping the product they’ll be getting at the end of the project.

I think it’s pretty common for people to be fairly fraught towards the end of Iteration Zero.

Thank goodness it is also around this time that something excellent happens – things start to become a little more concrete. There are still a bunch of abstract concepts that need to be agreed on, but as designers we’re also starting to get our heads around exactly how things will fit together and we can start to communicate that.

This is around about the time that we had a fundamental overhaul of the way we’ve been communicating with the Drupal community and interested onlookers on this project.

Towards the end of Iteration Zero we were starting to get a little down about the some of the feedback we were getting on the D7UX project – people were saying that they didn’t want to get involved because it was too intimidating for people who didn’t have UX experience and expertise, that they didn’t think it would actually happen or be a success, that they felt that the discussion was too disjointed and widespread.

It was clear to us that we needed to change the way we were engaging with the community to help them help us. Essentially, we needed to change the structure of the conversation from it’s abstract Iteration Zero format to a more concrete format appropriate to the production iterations, and, we suspected, to a format that most of our participants would find much more comfortable.

Over the course of a day, we created a ‘Project Framework’ on the D7UX site by breaking down the project into it’s main component parts and providing a wireframe, description and outline of ‘what we’re thinking’ for each part. Threaded comments allow people to give their thoughts on each component as it evolves over time.

Allowing people to participate in a place that is most comfortable to them is a key part of our communications strategy. We wanted to continue with this strategy even as we move into this new phase of the project, but also to aggregate the discussions into one place and to facilitate this we created a system of tags for the project components and put together a series of Yahoo Pipes to pull tagged content together. We added a link to these pipes on each of the component pages in the framework.

It was a pretty big overhaul and quite a time consuming process, but almost immediately we noticed a significant difference in the way that people were communicating with us on the project – the interactions became much more focussed and productive and felt a whole lot more positive, and that trend seems to have continued. It also makes it much easier for us to be more conversational with the community in the project – thanks to the simple addition of threaded comments and also the aggregation of the main part of the conversation into one place.

Overall, we’re really pleased with the effect that changing the format of the conversation from abstract to concrete has had on the project to date and the effort involved has already been rewarded.

The Challenge of System Design with User Stories

Another major challenge that we’re butting up against at the moment is to try to make a system design fit into an agile environment.

I’m a big fan of agile methodologies and have had a long term interest in finding better ways for UX practitioners to engage in agile methods. Unfortunately, there is no denying that pushing a design project like this one into agile iterations is tricky.

The way that our user stories are being developed at the moment is that the project manager from the developer agency (Acquia) is writing user stories then pushing them over to us to check that they are right and for us to adjust and re-order as required. To date, we have mostly let them sit in a large spreadsheet whilst we focus on the design strategy (iteration zero) and try to ignore the need for user stories.

We’ve done quite a bit of work on developing an Audience Matrix that allows us to take quite sophisticated ‘views’ of the design from multiple audience perspectives, but to translate this into user stories is untenably complex. The alternative to date has been overly simplistic. We are struggling to find a way to make good use of our audience modeling work to date without breaking agile.

Another issue that we’re butting up against is the nature of system design and templating in an agile environment. There are sets of design elements or template components that would ideally be designed in components then re-used throughout the project – for this project examples of these would be the admin header, the overlay window and the edit-in-place interaction model. Describing these using user stories is incredibly clumsy and inappropriate.

Once these elements are built and we start looking at user pathways that make use of them for particular tasks and outcomes then user stories will come into their own, but it seems that in the same way that developers need a piece of time to set up their development environments and databases without requiring user stories being used, designers need some time to get the ‘design environment’ set up without requiring user stories.

Again, this is something that I’ve come across on a number of agile project I’ve worked on but I’ve not seen any allowance for this way of working in Agile UX project methodologies.

If you’ve had similar challenges and some ideas or solutions then I’ve love to hear from you!

Update on Crowdsourcing Usability Testing

In my last update I was telling you about the Crowdsourcing Usability effort we had launched. Since then we’ve seen that WordPress have launched a similar campaign and they managed to get coverage in the New York Times no less, so we will be watching their progress with interest. Exciting times!

Launching Microprojects

Want to dip your toe in Open Source Design? Help out with D7UX? Well, here’s a great way to give it a try – sign up to help out with one of our microprojects! You need to commit just 12 hours over 3 weeks, but you’ll get a feel for what it’s like to design with one of the most vibrant and clever communities you could ever come across. Be warned, it’s challenging but potentially very addictive!

Leisa Reichelt

Leisa Reichelt is a freelance contextual researcher and user centered designer based in London, UK. She is also user experience person on the D7UX project.

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