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UX Walkthroughs

Protocol, heuristics, process and reporting seem to be working.  We'll continue to reflect and iterate as we do the walkthroughs.


  • We'll continue working through the UX walkthroughs with an eye toward identifying pain points to focus component work on and delivering a "state of usability and accessibility" summary to the Sakai, uPortal and Moodle communities.
  • Synthesize all walkthrough results from individual evaluators for the summaries.  What should our timeline be for completing the walkthroughs?
  • Paul will drive definition of the form of the above mentioned summaries
  • Create summaries and share out with communities.

Pain point and Component ID and prioritization activity

Pain point synthesis and categorization identified several areas of focus.   Wiki pages for these areas can be found at ?????.  Four areas were chosen to focus on and working groups formed around them:

  • Navigation (Barbara, Allison, Paul, Kathy if time permits)
  • Feedback (Eli, Kathy, Barbara)
  • File Management (Clay, Shaw-Han, Herb, Daphne)
  • Workflow -- across tools (Gary, Eli, Peter)


  • Create wiki page for each problem space
  • Post post-it note work and other sense making outcomes from activity on the wiki page
  • Further flesh out problem space and begin identifying components.  
  • Recruit team members as appropriate.  All teams likely need some development representation sooner than later.
  • Component design and development - is this the same team or do we need to come back together first?

In addition we identified the need to understand and create "the package" that is a component.  It's code, it's likely a design pattern or 2 as reference.  What else is required technically and from design perspective to allow folks to easily use components?  We recognized that ease of use of the components is VERY important.  In our typical learn by doing mode, we decided to identify potential integration points for the Reorderer component in both uPortal and Sakai to use as our test bed.  Gary & Daphne signed up to move this work forward.


  • Gary & Eric integrate Reorderer in uPortal for portlet layout
  • Gary & Daphne identify likely integration points in uPortal and Sakai and pick 3 - 5 to move forward
  • Recruit needed team members from the respective communities (developers, project manager if project is sizable enough, etc.)
  • Integrate (design & development work) - what's needed along the way?  what are outstanding questions?  what's the package?


1/2 day at JA-SIG 2007 Unconference in November. 

NEXT STEPS:  Barbara is coordinating of group of planners and organizers around this.  Wiki page soon to come -- or is there already one?

Full Day at Sakai Conference in December

NEXT STEPS:  Jumping off the JA-SIG planning, we'll jump into planning this one next.

User Testing

With all the great work and discussion, we ran out of time for this and decided to get a jump on it right after the Summit.  Shaw-Han and Barbara have started a wiki page and will be in touch to move this discussion along with the Reorder component testing forward.


  • Shaw-Han and Barbara to lead discussion of overall Fluid Testing
  • User testing of Reorder (in the context of the lightbox?) 

Kuali Student Overview

Paul gave a lightening talk on where they are and what the plan foward is based on Kuali Student UI Design Notes.  


  • Paul uploaded the document to the wiki (link above)
  • There will be a meeting in Vancouver in December
  • Continue conversations - perhaps folks on campuses with Kuali student teams can have a conversation with them

Design Patterns

Allison gave a lightening presentation on design patterns.  She talked about what a pattern is, who the audience for Fluid patterns might be, showed some example patterns and provided us with many thought-provoking questions.  The discussion continued the next day a bit with the whole group.

Everyone agrees this is a key deliverable from Fluid in conjunction with components.   Allison and Barbara will champion this.


UX Activity Planning and Management

This discussion will happen on-line.  The idea is to utilize some agile development planning methods to help the UX folks self-manage and prioritize our work.  A huge bonus to this approach is the transparency is affords to the folks doing the work and the rest of the community. 


  • Daphne to coordinate conversation to review ideawith team
  • If people like the idea we'll just doing it and iterate as we go

Content Management Research

Daphne gave a lightening presentation on the problem, goals, and plan behind this project.  Much more discussion will happen virtually. 


  • Follow up with team to get a feel for interest, make sure we have common ground around the project
  • Recruit team
  • Synch up with Sakai Resources WG
  • Flesh out project plan.
  • Decide how many users and how to cover the diversity of our communities.
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