Fall 2007 Fluid Summit

Where and When?

September 24-28, 2007
Usability Lab, Room 307, Bissel Building
Faculty of Information Studies, University of Toronto
140 St. George Street
Toronto, Ontario, Canada

Toronto Weather Network
(both Celsius and Fahrenheit) 

VTC Information - reserved from 8am EDT to 6 pm EDT
Sakai002
IP Address: 156.56.240.9
Telephone: 812-856-7060
Conference Code: 350
PIN: 72524

The Conference Bridges are provided to Sakai by Indiana University.

Please RSVP

More Information

Overview

The Fluid Summit is an opportunity for members of the community to get together in a face-to-face environment to discuss and make progress on core issues related to technical architecture and user experience. This summit is intended to be a working meeting, combining relevant presentations with focussed discussions and collaborative work. By the end of the summit, we plan to have built consensus and defined concrete directions in several key areas:

This meeting will also afford the rare opportunity for design and architecture to discuss and work on issues together in the same room. A portion of the summit will likely be dedicated to discussion of component design/development plans with the whole group.

Summit Expectations

This meeting is the last opportunity we'll likely have to all get together in a face-to-face setting for at least a year. As such, we want to make best use of our time by focussing on topics that will result in plans of action and delegation of tasks within the group. We're suggesting that all attendees bring with them a plan or proposal related to an area of personal expertise. This might just be a "straw man" draft, and will inevitably be a work in progress. Tell us about your ideas, and this will set the stage for focussed discussion, planning, and delegation.

Social Opportunities

The expectation is that the summit will be, above all, informal and social. Expect plenty of opportunities for dinner, drinks, and fun.

Daily  dinner and drinks to be informally announced  at the end of each day.  Please add events here if you know of anything. 

In the City:

Planned Agenda

Please feel free to add your ideas and suggestions to the agenda.

Dev Team Agenda \[draft\] 

Date

Time

Location

Topic

Monday, 24 Sep 07

9:00 - 12:00pm

Ontario Institute for Studies in Education (OISE)
Rm. 5185

UE & Dev combined meeting

Monday, 24 Sep 07

12:00 - 1:00pm

Claude Bissel Building (BL)
Served in 3rd Floor Vestibule
Eaten in Rms. 212 and 307

Lunch

Monday, 24 Sep 07

1:00 - 3:00pm 

BL - Rm. 212


Monday, 24 Sep 07

3:00 - 5:00pm

BL - Rm. 212


Tuesday, 25 Sep 07

9:00 - 12:00pm 

BL - Rm. 212


Tuesday, 25 Sep 07

12:00 - 1:00pm

BL  
Served in 3rd Floor Vestibule
Eaten in Rms. 212 and 307

Lunch

Tuesday, 25 Sep 07

1:00 - 5:00pm 

BL - Rm. 212


Wednesday, 26 Sep 07

9:00 - 10:00am 

BL - Rm. 212


Wednesday, 26 Sep 07

10:00 - 12:00pm 

BL - Rm. 212


Wednesday, 26 Sep 07

12:00 - 1:00pm 

BL - Rm. 728

Lunch

Wednesday, 26 Sep 07

1:00 - 5:00pm 

OISE - Rm. 8200

UE & Dev combined meeting  

Thursday, 27 Sep 07

8:00 - 12:00pm 

BL - Rm. 212


Thursday, 27 Sep 07

12:00 - 1:00pm 

BL - Rm. 728

Lunch - venue unknown

Thursday, 27 Sep 07

1:00 - 3:00pm 

BL - Rm. 212


Thursday, 27 Sep 07

3:00 - 5:00pm 

BL - Rm. 212


Friday, 28 Sep 07

9:00 - 10:00am 

BL - Rm. 212?


Friday, 28 Sep 07

10:00 - 12:00pm

OISE - Rm. 3310

UE & Dev combined meeting - Summit wrap up 

Friday, 28 Sep 07

12:00 - 1:00pm 

OISE - Rm. 3310

Lunch

Friday, 28 Sep 07

1:00 - 5:00pm

OISE - Rm. 3310

UE & Dev combined meeting - Summit wrap up

 User Experience Agenda \[draft\]

Date

Time

Location

Topic

Monday, 24 Sep 07

9:00 - 12:00pm

Ontario Institute for Studies in Education (OISE)
Rm. 5185

UE & Dev combined meeting

Monday, 24 Sep 07

12:00 - 1:00pm

Claude Bissel Building (BL)
Served in 3rd Floor Vestibule
Eaten in Rms. 212 and 307

Lunch

Monday, 24 Sep 07

1:00 - 3:00pm 

BL - Rm. 307

UX Walk-throughs - Paul, Herb, Ron 

Monday, 24 Sep 07

3:00 - 5:00pm

BL - Rm. 307

More Tabs redesign -  Shaw-Han, Allison

Tuesday, 25 Sep 07

9:00 - 12:00pm 

BL - Rm. 307

UX Walk-throughs - Synthesize pain points; Identify & Prioritize Solutions - Daphne

 

Tuesday, 25 Sep 07

12:00 - 1:00pm

BL  
Served in 3rd Floor Vestibule
Eaten in Rms. 212 and 307

Lunch - venue unknown

Tuesday, 25 Sep 07

1:00 - 5:00pm 

BL - Rm. 307

UX Walk-throughs - Synthesize pain points; Identify & Prioritize Solutions - Daphne

Wednesday, 26 Sep 07

9:00 - 10:00am 

BL - Rm. 307

User Testing - Barbara, Shaw-Han

Wednesday, 26 Sep 07

10:00 - 10:30am

BL - Rm. 307

Virtual Usability Lab Demonstration - Ron

Wednesday, 26 Sep 07

10:30 - 12:00pm 

BL - Rm. 307

User Experience Frankenstein - Gary

Wednesday, 26 Sep 07

12:00 - 1:00pm 

BL - Rm. 728

Lunch

Wednesday, 26 Sep 07

1:00 - 5:00pm 

OISE - Rm. 8200

UE & Dev combined meeting  

Thursday, 27 Sep 07

9:00 - 10:00am 

BL - Rm. 307

Component Design Process - Daphne

Thursday, 27 Sep 07

10:00 - 12:00pm 

BL - Rm. 307

Content Management Research - Daphne

Thursday, 27 Sep 07

12:00 - 1:00pm 

BL - Rm. 728

Lunch - venue unknown

Thursday, 27 Sep 07

1:00 - 3:00pm 

BL - Rm. 307

Design Patterns - Allison

Thursday, 27 Sep 07

3:00 - 5:00pm 

BL - Rm. 307

Review UX Deliverables and Create UX release plan

Friday, 28 Sep 07

9:00 - 10:00am 

BL - 212?

Design Team Coordination and Planning - Gary & Daphne

Friday, 28 Sep 07

10:00 - 4:00pm 

OISE - Rm. 3310

UE & Dev combined meeting - Summit wrap up 


Project Coordination and Vision

1. Using a wiki
Gary Thompson will convey what he knows of strategy, best practices, and tips and tricks for using Confluence to document and communicate.

User Experience

1. UX Walk-throughs
By September, we intend to have completed a first round of user interface walk-throughs of at least Sakai and perhaps uPortal. The September summit will give us an opportunity to review the material gathered, refine our protocol and reporting process, and prioritize the issues collected to date.

2. Identify & prioritize potential "componentizable" solutions (synthesis across products) - 1 Day (Daphne)

3. Content Management Research - 2 Hours (Daphne)

4. Component Design Process - 2 Hours (Daphne)
As we look towards designing new Fluid UI components, we need to plan a basic process and set of criteria for designing them in a fully usable and accessible way. We'll review Daphne Ogle's proposal for this process, and then share our recommendations for how best to design Fluid components.

5. Design Patterns - 4 hours total, 2 sessions each of 2 hours (Allison)
Allison will present ideas and facilitate a discussion on the use of Design Patterns in Fluid. We will discuss such questions as:

6. User Testing (1/2 Day) (Barbara & Shaw Han)
As components like the Lightbox begin to mature, we need to ensure that our work is regularly tested for usability and accessibility by real users. Shaw-Han Liem will present his test plan for the Lightbox, and Mike Elledge and Daphne Ogle will present a proposal for long-term user testing strategies within Fluid.

7. Review UX Deliverables and Create a UX Release Plan
The community needs a stated release deliverables for the Designer's Toolkit and other user experience activities. The group will review our stated project deliverables, prioritize them, and draft a UX release plan for review by the Fluid community at large.

8. User Experience Frankenstein (Gary)
Integration and aggregation of broad and disparate applications to multiple audience groups is a significant challenge and core issue in regards to user experience. Let's discuss and flesh out an approach.

9. Design Team Coordination & Planning moving forward (1 Hour) (Gary & Daphne)

10. More Tabs redesign (2 hours) (Allison & Shaw-Han)

11. Component Design - time permitting we could work on designs or the "top 5 components" coming out of the Component ID & prioritization activity.

Virtual Usability Lab (VULab)

Ron Owston will demonstrate progress to date on VULab (about 60 min.) and discuss ways that developers can become involved.

Technical Architecture

1. Client-side Toolkit Review
Members of the Fluid technical community have been gathering information and experiences with various client-side JavaScript toolkits. The group will discuss and decide upon options and criteria for selecting one or more supported toolkits.

2. Server-side Presentation Frameworks
The current plan for Fluid is to support two primary server-side presentation frameworks: RSF and (Spring Web MVC + JSP 2). We'll discuss this plan and the potential for allowing developers to add bindings to other frameworks as needed.

3. Review of Architecture Plan
Colin Clark will articulate the latest refinements to the Fluid architecture plans, and the group will identify areas that need further refinement.

4. JavaScript Strategies for Portals
Portals represent a particularly complex environment for dynamic HTML and JavaScript. We'll discuss the best strategies for encapsulating and isolating JavaScript logic within portlets, Sakai tools, and in the portal frame itself.

5. Overview of uPortal Presentation Layer (DLM, etc.)

6. Fluid Project Security Policy
One of the early stated deliverables for the Fluid Project is a comprehensive security plan. Based on a proposal from the ATRC team, the group will discuss and draft a community security policy and testing strategies for UI security.

7. Unit testing strategies (Michelle)

8. JSR-170 and Content Management in Sakai and uPortal (Ian?)
Ian Boston has recently added JSR-170 (Content Repostiory) support to Sakai's ContentHosting APIs. Several portlets within uPortal have also started to work with 170 as a standard for working with content. Given Fluid's focus on content management-related, cross-cutting components, this will provide us with an opportunity to review the 170 technology and its implementations in our participating applications.

9. Coding Session
A day-long coding session will provide an opportunity to take the architectural issues we discussed during the week and apply them to real development problems and to prove our architecture's viability.