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Samvera community packages range from Ruby gems, generators, Rails and Elixir applications, Node modules, to JavaScript UI components. 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 there were general criteria 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 these Principles from Different Audience Perspectives

Do we consider all or specific audiences for these principles? Let’s debate!

  • Backend Developers (current & future)

  • Front End Developers (current & future)

  • Administrative Users

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

***We want to put in questions with each principle we settle on to help people think thru how they are/arent' reaching those principles. **

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.

1. Human-Centered

  • Inclusive & Equitable

  • Accessible & Universal

  • Engaging & Unambiguous

  • Unassuming

2. Efficient

  • Both Modular and functioning as a Whole

  • Minimal (in design & latency)

  • Intuitive

    • Easy to understand and follow with minimal to no training needed

    • Make it easy for users to avoid and correct errors 

  • Predictable, uncomplicated and precise.

 (breadcrumbs & buttons placement, etc. Best practice wireframes)

3. Unified

  • Follow standards, guidelines, conventions and best practices.

  • Consistent behavior patterns and functionality

  • Clearly documented (for designers and users)

4. Sustainable

  • Flexibility balanced with Friction

  • Prioritise Sustainability over Trends

  • Maintenance demands should match organizational commitment to a resource.

  • Design (visual, technical, etc.) should be forward-looking, taking into account likely future scenarios, and avoid short-term trends.

5. Ethical

  • Transparent

    • Open Source (for ease of Adoption & Integration)

    • Community driven/managed

    • Around User Data Collection and Analysis

  • Mindful of trends and unintended favouritism thru integration choices (ie. FB, Google+ integrations)

  • Prioritise security in code

  • Ease of Adoption for all communities

  • Prioritise Design choices that favour all communities.


Drafting notes below

Human-Centered

Points: 

  • Inclusive

  • Accessible, Accommodating

    • Be approachable, uncluttered and give people room to maneuver.

    • Make sure that your website is unobtrusive and can be accessed by different devices of all shapes and sizes.maintain device independence

  • Universal

  • Equitable

    • Be welcoming, don’t discriminate.

    • Engage with people.

    • Aesthetics matter.

  • Be welcoming, don’t discriminate, and engage with people. Create different user experiences and make certain they have equally valuable outcomes. 

Flexible:

  • 

Provide options.

  • Modular Application development

  • Think who, how, why, what, where & when people will be using your website.

  • Make sure there is choice for diverse users and .

Straightforward:

  • Be obvious and not ambiguous.

  • Make sure your website’s features add value, not complexity.

  • Good design is as little design as possible.

Title: Efficient

Points: 

  • Minimal latency

  • Easy to understand and follow

  • Make it easy for users to avoid and correct errors 

Good Documentation

Development happens with efficiency of entire application in mind, not individual needs

Perceptible:

  • 

Don’t assume anything.

  • Make sure the application’s purpose is clear, and its content, structure and sequence are meaningful.

Informative:

  • Be timely, predictable, uncomplicated and precise.

 (breadcrumbs & buttons placement, etc. Best practice wireframes)

  • Make sure people know where they are in your application/component. navigation

  • Provide different ways for them to find what they’re looking for.

  • Modular

Preventative:

  • Intuitive to use, minimize need to have instructions

  • Provide easy to follow instructions and gently guide users in interacting with your application.

  • Help users minimize errors when submitting data, through well considered form design.

Tolerant (with Feedback):

  • Open to change (should we go here with principles)

  • 

Handle errors respectfully and indicate precisely what the error is, where it is and how to fix it.

  • Remember to let people know the outcome.

Effortless:

  • Balance flexibility with friction.

  • 

Don’t make demands or place restrictions on your users.

  • People should not have to work or think hard to find what they want in your application (intuitive).

  • Ensure the app can be used efficiently and effectively.

Title: Sustainable

One of the main reasons community uses Samvera products is sustainablility.

Points: 

  • Maintenance demands should match organizational commitment to a resource.

  • Design (visual, technical, etc.) should be forward-looking, taking into account likely future scenarios, and avoid short-term trends.

  • Project design should consider costs, both human (such as labor for creation and upkeep) and financial.

Security of using Open Source

Consistent:

  • Follow standards, guidelines, conventions and best practices.

  • Provide a familiar environment with memorable functionality.

Title: Unified 

Points: 

  • Be consistent, not uniform

  • Follow standards, guidelines, conventions, and best practices

  • Consistent behavior patterns and functionality

Source: https://principles.design/examples/the-ten-principles-of-inclusive-design

Source: UVA Library Design Principles

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