This is a draft in progress.
Discussion about file management and what components might emerge.
File Management Definition
File Management is a broad term with a variety of definitions. For scoping and discussion purposes we define file management as overall user-management of files. The files are generally uploaded into the target web application from a user's personal computer or another website or application. Users can then organize their files, typically represented navigationally or spatially. They may decide to share these files with others, either as information (read-only) or in a more collaborative manner. Further yet, they may desire to share their organization of files with others (e.g. an instructor sharing a structure of content with their students).
The Resources Tool in Sakai tries to do too much. It is the file manager within a site, the place for all site members to view files in a variety of contexts, the place users can pull files from other sites into the current site, the place to set conditions for content availability -- it even allows users to create links and in-line documents. It does so much that it can be difficult to know how to accomplish the particular task in view. General consensus is that the functionality needs to be chunked out in different ways and the UI generally simplified. The Resources Tool is also challenged by several usability issues for specific interactions. Those details will be fleshed out through the work of this project. For some examples, check out Allison's UX Walkthrough which focused on the Resources tool.
File management is a common activity and users have expectations based on their experience with their personal computers and the desktop metaphor.
Do users really think of a file uploaded from an external place differently than content created within the system? Where this gets particularly tricky is if we allow users to display files in-line. For instance, an instructor uploads a PDF of their syllabus and it displays directly on the page. Is this different than if they created the syllabus within the tool using a wysiwyg editor for instance?
Sarah Windsor - Primary Persona
Getting course site set-up
Sarah needs to set her course site up for the semester. She begins gathering the course materials -- the syllabus which needs some updating from last time she taught the class, readings for various topics / class sessions (docs, pdfs, websites, etc.), some assignments she'll be reusing from a previous class along with her handy list of useful links she likes students to have. Now she needs to get the material onto her course site. After the site is created, she needs to upload all of this material and would like it to be mapped to her syllabus.
She asks her 3 Teaching Assistants to gather and upload material for several topics on the syllabus. They'll do that over a stretch of several weeks. In addition, Sara continues to appropriate course materials throughout the semester. Sometimes this will be an addition and other times she'll have found a replacement for something already on the site.
Sharing files across courses
Sarah would like to use some of the class material from a previous class she taught. She had a Sakai site for that class too so would like to reuse some of the materials in the class site. There are several assignments that she can reuse as-is and a couple that she wants to make minor tweaks to before using in the new class. Many of the readings are the same. She can even reuse the syllabus with some minor tweaks. Perhaps she needs to browse the old site to see what else might be of use.
Sharing files with colleagues
Sarah would like to circulate a draft of a paper to a few trusted colleagues before submitting it for publication. She doesn't want to create an entire site for this limited purpose, she simply wants to surface it for a particular group of people to read temporarily, and get some comments that she can incorporate.
Display syllabus content in-line
Sarah has already created her syllabus. It's currently a pdf. She would like the content of the pdf to be displayed on the page when students visit the Syllabus tool.
Sarah has several graduate students working under her, is thesis advisor to another, and common interactions with all of them include reviewing proposals and drafts of their work, which are returned to them with either informal comments and suggestions or even formal approval. They aren't graded like homework and quizzes, but it's still valuable to have these copies and a history of these interactions.
Spin-off copies for others to edit
Sarah has a favorite assignment she delivers every semester, where she circulates a template of a sample case study and then asks students to devise their own in their groups, working from the sample. She wants to keep her original file available and inviolate for future classes, but also wants the students to just be able to take their own copy of it and begin to edit it collaboratively within their groups.
Profile: promotion and tenure
Sarah needs to keep a close eye on her career progress toward promotion and tenure, and wants to keep track of her publications, conference presentations, course evaluations, and any other details that she knows the review committee will factor into account. She'd also like to have it arranged in a presentable form with a fixed URL that she could distribute.
Sarah has her class work on projects in teams, all working on the same document. To gauge the contributions of team members, she wants to see the document edits made, and by who, each time a change is made to the file in Sakai.
More scenarios to come...
Ed McClellan, Undergraduate
Collaborating on a file
Ed and his project team are in the final stretch -- they just need to pull together their various pieces of the final paper and then Heather will do the final edit. The plan is for everyone to upload their pieces to the project site. After all 5 sections are uploaded, Heather will pull them all together (copy & paste) and do a final edit to put it all in one voice and check for spelling and grammatical errors.
More scenarios to come...
Andrew Devall, Principle Investigator Research Project
Collaborating on presentation
Andrew and his colleagues are creating a project update presentation to share with their department. They worked on the outline together and uploaded to their project site. Now they'll each take their section to flesh out with details. The presentation is in 3 weeks so they'll work on it at various times over the next few weeks. They want to work on the same document so they don't have merging challenges later on. The current challenge then will be to make sure they are always working on the most current file on the site (current version) and that two people aren't working on the file at the same time.
Andrew has a document he'd like to share with Stacy and Greg on the project team. For confidentiality purposes he is not allowed to share it with the rest of the team yet but eventually probably will.
More scenarios to come...
Blue Sky Vision
- Personal file manager available from anywhere in application. Main home is probably within My Workspace.
- The file manager allows users to view their files in a navigation or spatial view; with details and without
- User can drag and drop into, out of and within.
- Tagging for files allows users to find files via their tags and others tags. They can search or browse by previous tags (a.k.a. tag cloud). Standard known metadata could be auto-tagged. System knows the difference between my tag and others tags.
- Robust search that not only searches meta-data tags but also document content. It should be simple by default (think Google) but allow users define searches at a fairly granular level.
- Allow users to upload files directly into their file manager and in the context of other activities or working in other tools. While creating a wiki page, allow the user to upload a file. The file should then be accessible from within that same context and from their file manager.
- Allow instructors to display files in a customized display or display, and eventually integrate this display with links to other tools, so that navigation can becoem more lesson-centric and less tool-centric. See A Blue-sky Vision of the Resources Viewer.
|File Management Component Ideas|
|File Management Component Ideas|
- Review content management contextual inquiry worksheet and iterate
- Create overall project plan including short & long term
- Sakai 2.6
- Sakai conference meet-up with file management & navigation
Sakai Resources WG confluence space: http://bugs.sakaiproject.org/confluence/display/RES/Home
Summit Post-it Page
See File Management Artifacts from Summit Meeting
Fluid/Resources Post-Conference Meeting, December 7 2007
Fluid and Resources December 2007