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Below is the original drafting work carried out and coordinated by the UX Interest Group in 2021.

The final USE Design Principles are located here, USE Design Principles

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Samvera community packages run the gamut from Ruby gems, to generators, to Rails and Elixir applications, Node modules, JavaScript UI components and more. Thinking about a meaningful purpose the UX Interest Group could serve the community in 2021, the following questions have surfaced.

  • What does such a wide variety of Samvera code have in common, besides serving the digital repository needs of the Library/cultural heritage community?

  • What does it mean to be a “Samvera application”?

  • What if general criteria existed which Samverians (developers, product owners, managers, designers), could reference when designing and developing an app or module?

Mission

The UX Interest Group proposes crafting a set of Design Principles, which reflect the values and goals of the Samvera Community. In addition, perhaps these Design Principles could:

  1. Serve as a guide for application design before development begins.

    1. For example, when creating wire-frames for a new feature, does the wire-framed content meet Design Principles standards?

  2. Act as a reference point for applications in active development.

  3. Be a tool to evaluate existing Samvera applications, such as:

    1. Identify areas which might fall short of meeting Samvera Design Principles, thus becoming opportunities for improvement.

Interpretting Interpreting these Principles from Different Audience Perspectives

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  • Backend Developers (current & future)

  • Front End Developers (current & future)

  • Administrative Users

  • End Users / Patrons (students, faculty, research, general public, etc.)

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Samvera Design Principles (working draft)

Samvera is a vibrant and welcoming community of information and technology professionals who share challenges, build expertise, and create sustainable, best-in-class solutions, making the world’s digital collections accessible now and into the future.

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Design Principle

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Sub-Theme

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Qs for All

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Additional Qs for Developers

What are the Principles?

Human-Centered. Efficient. Unified. Sustainable. Ethical.

Human-Centered

Inclusive & Equitable

  • Q: Does the app feel welcoming?

  • Q: Does

    Accessible & Universal

    Engaging & Unambiguous

    • How Welcoming/Approachable is the App?

    • Where/How does the app (unintentionally) leave any users out (culturally, language, eye-sight conditions, etc)?

    Q: Is it obvious where
    • How obvious is it How to request help

    ?
    • or Report a problem

    ?

    Human-Centered

    Accessible & Universal

    • Q: Is the app “approachable”?

    • Q: Does the app feel cluttered?

    • Q: Is the app responsive across viewport sizes?

    • Q: Easy to find and manipulate any accessibility features?

    • Q: Does the app follow WCAG requirements? At what level?

    Human-Centered

    Engaging & Unambiguous

    • Q: How does the app actively engage/empower users?

    Human-Centered

    Unassuming

    Q: How does the app use simple language (Ie. Explains all accronyms)Q:
    • ?

  • Q: Are used icons universally recognized for desired function?

    • How does the design translate well to multiple communities and account for cultural/institutional differences? Neurodiverse communities?

    Q:
    • How

    is
    • does the user experience

    changed when used on
    • Q: How does the app adapt to various devices?

    Efficient

    Modular while functioning as a whole

    • Q: Does the app take advantage of DRY principles and is logically separated?

    Efficient

    Minimal (in design & latency)

    • Q: Does the UI display more than is needed?

    Efficient

    Intuitive

    Q:
    • stay consistent across different devices?

  • Q: Does the app assume a certain level of technical proficiency to navigate?

    • How does the app empower the user to successfully complete their journey?

    • How familiar does the user interface feel?

    • How cluttered does the application feel?

    • How does the app stay responsive across viewport sizes?

    • How easy is it to

    understand and follow with minimal to no training needed?
  • Q: How easy is it for users to avoid and correct errors?

  • Efficient

    Predictable, uncomplicated and precise

    Q:
    • find and manipulate any accessibility features?

    • How does the app use

    consistent breadcrumbs & buttons placement
    • simple language (Ie. Explains all accronyms)?

  • Q: How does the app use consistent color and icons?

  • Efficient

    Managed Flexibility

    • Q: Does the application create endless flexibility to the detriment of the workflow?

      • Ie. Endless top folder creation instead of applying information architecture/minimum rules for information organization/categorization.

      • Ie. Endless choice typically doesn’t lead to efficiency

    1. Human-Centered

    ...

    Inclusive & Equitable

    • Q: Does the app feel welcoming?

    • Q: Does the app (unintentionally) leave any users out (culturally, language, eye-sight conditions, etc)?

    • Q: Is it obvious where to request help? Report a problem?

    Accessible & Universal

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    Q: Is the app “approachable”?

    ...

    Q: Does the app feel cluttered?

    ...

    Q: Is the app responsive across viewport sizes?

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    Engaging & Unambiguous

    ...

    • How easy is it to translate to other languages for different users?

    • How easy is it to navigate without a mouse? with a touch screen?

    • Are used icons universally recognized for desired function?

    • What technical proficiency level does the app assume/require of its users?

    For Developers:

    • Does the app follow WCAG requirements? At what level?

    ...

    Q: Easy to find and manipulate any accessibility features?

    • How does the app adapt to various devices?

    • How does the app actively engage/empower users

    ...

    Unassuming

    • Q: How does the app use simple language (Ie. Explains all accronyms)?

    • Q: Are used icons universally recognized for desired function?

    • Q: Does the design translate well to multiple communities and account for cultural/institutional differences?

    ...

    • ?

    • How easy is it to switch from using another application to this application?

    • Where does the user feel friction when trying to complete a task?

    • How important and easy is it to share?

    • How does the user know this is the correct application to use for their need?

    • How does the application user interface promote focus and minimize distraction from the task?

    Efficient

    Modular while functioning as a whole

    ...

    Minimal (in design & latency)

    Intuitive & Predictable

    Configurability Balanced with Efficiency

    • How does the app take advantage of DRY principles

    ...

    Minimal (in design & latency)

    • Does the UI display more than is needed?

    Intuitive

    ...

    • Can the action be carried out with fewer lines of code?

    • How easy is it to understand and follow with minimal to no training needed?

    ...

    • How easy is it for users to avoid and correct errors?

    Predictable, uncomplicated and precise

    ...

    • How does the app use consistent breadcrumbs & buttons placement?

    ...

    • How does the app use consistent color and icons

    ...

    • ?

    Flexibility balanced with Friction

    • Does the application create endless configurability/flexibility to the detriment of the workflow?

    ...

    • Ie. Endless top folder creation instead of applying information architecture/minimum rules for information organization/categorization.

    ...

    • Ie. Endless choice typically doesn’t lead to efficiency

    3. Unified

    Follow standards, guidelines, conventions and best practices.

    ...

    Unified

    Standards & Best-Practices

    Consistent behavior patterns & functionality

    Clearly documented (for designers and users)

    • Does the app use popular open-source libraries/packages?

    ...

    • How would the application continue to meet standards & best-practices if core developers left

    ...

    • ?

    Consistent behavior patterns and functionality

    • Does the app feel very different on any screens?

    ...

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    • Where would a user find the app’s documentation?

    ...

    • Does the documentation branding and structure stay consistent throughout for the application and across Samvera or organization’s applications?

    ...

    • Where would a developer find the. app’s documentation?

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    Sustainable

    Prioritise Sustainability over Trends

    ...

    Mindful of Trends

    Maintenance Demands Match Resourcing Realities

    Forward Thinking

    • Is the app built upon technologies less than 2 years old?

    Maintenance demands should match organizational commitment to a resource.

    • How would the application continue to be maintained if core developers left?

    • Who has access to the source code?

    • Are bug issues outweighing new feature issues?

    ...

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    • Are there any trends in design you are considering

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    • incorporating reliant on Proprietary systems?

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    Ethical

    Transparent

    ...

    Mindful of Unintended Favouritism

    Digital Safety & Wellbeing

    • Is the app’s codebase open source (for ease of Adoption & Integration)

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    • Is the app Community driven/managed

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    • Does the app have a visible public policy around User Data Collection and Analysis?

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    • Does the app rely heavily on 3rd party modules (FB/Google/etc)?

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    • Does the app assume the user has access to specific 3rd party modules?

    Safety

    • Does the app prioritize security in code?

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    • What risks are there of the app being used as an entry point for ransomware and other cybersecurity threats?

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    • How does the application interface with other applications that may hold or process personal/high security/restricted data and what risks, if any, are introduced through that integration?

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    • What does the user need to know about how the application acquires, uses, and stores personal/high security data before they use the application?

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    Ease of Adoption for all communities

    • Q:

    Prioritise Design choices that favour all communities.

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    Contribution Acknowledgements for the Samvera Design Principles:

    Source:

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