Running...out...of...gas...

Is it me, or should the spring semester have ended a week ago? Why are we dragging it out for another three weeks?

I see my fellow students in class and around campus and we're all looking tired. I've done some good work in the latter half of this semester, but it's about put me into an early grave, and we're not done yet. I have a paper due Monday, and two more things to hand in for my other class. The final due date for those is May 5 but my goal is to have everything wrapped up by the end of April.

I'm noticing the classic signs of burnout and exhaustion--it's taking longer for me to do what used to be simple things, short attention span, generally low energy except for what I need to power me through the day. Part of this malaise, no doubt, is due to the fact that I have to make up about 13 hours of lost time at my day job this weekend to make up for the day I spend on campus and going to the eye doctor one afternoon. (Mental note: schedule doctor appointments for first thing in the morning or wait till summer.)

From MFA to MSIS

In talking to a friend, he remembered that this graduate school adventure started in early 2005, when I investigated getting an MFA in Creative Writing. The next thing he knew, I was at UNC working my ass off on a MSIS degree. How I got here from there went this way, in short steps and occasional large leaps:

  • I'd been dabbling and playing with creative writing for 20 years, and thought, in early 2005, that I wanted to commit myself to it, go back to school, read a lot, write a lot, and see if I had any talent. I felt it was time. I'd always told myself I'd never go back to school unless it was for something I was interested in; I'd never get a degree just to qualify myself for a job.
  • I talked to the head of NCSU's creative writing department about the program's various requirements and so on. I went so far as to revise some old stories, compile them, and send them to him for review. Never heard back.
  • Background to early 2005: I'd been unemployed for most of 2004, and was only an hourly worker at a tech-writing company. As much as I wanted to go to school and study writing, I realized that I didn't have the money to go back to school and that, after getting the MFA, I'd be back where I was at the start: working technical writing jobs that were increasingly unsatisfying and becoming more uncertain of the career's value as time wore on. Also, my career path had kept me on the traditional side of tech writing, away from XML, DITA, structured authoring, and so on. I was aging out.
  • I felt, consequently (and here's Leap One), that I needed to solidify my career options for at least the next 5-8 years. This meant eschewing an MFA and focusing on a degree that would provide me with a more promising and interesting career. But I didn't know what that would be. However, the wheels of higher education were now in motion, in my mind and imagination if nowhere else.
  • Eventually, in June 2005, I got a job that provided a steady income, dependable benefits (much needed at that time), and a place where I could lick my wounds after a wounding 18 months of illness, layoffs, and deep uncertainty.
  • To satisfy my writing needs, I searched out and joined a writer's group in early 2006, and stayed with them till September 2007, when school demands overtook me. That involvement was enough to get me to revising old stories, write some new ones, think about my creative process, and hone my critiquing skills.
  • A local RTP group on Lifehackery started up and I somehow heard of it, and went to a dinner meeting, where we introduced ourselves around, and talked about our productivity compulsions. One of the fellows was Abe Crystal, who said he was a PhD student at UNC in Information Science. Information wha? What's that? (Cue: Leap Two.)
  • I must have done some research because I fixated on attending UNC, getting a master's in IS, and collecting advice from whoever I could. I received excellent advice from a friend of a co-worker, who had graduated with an LS degree from UNC, and I followed her advice to the letter. (I really should post that advice sometime.) By June of 2006, I was a continuing ed student taking my first class, studying for the GRE, and wrestling with UNC's byzantine and antiquated graduate admissions process.
  • More background: My manager was entering school in the Fall of 2006 to get an MBA, and he urged me to take advantage of our company's tuition reimbursement program. That, and he wanted someone else to go through the pain with him of working full-time while going to school.
  • By the Spring of 2007, I was enrolled in UNC's SILS program. My manager urged me, quite rightly, to take two classes at a time. "You're gonna be old when you graduate, Mike, you need to get in as many classes as you can," he said. Well, setting aside the fact that I'll be old anyway, he was right. I'll probably write another post sometime on why taking two classes at a time is good for me.

Today, in April 2008, I've nearly finished with 24 hours of a 48-hour Master's of Science in Information Science degree. I've not written a short story in a year or so. And I'm barely reading anything that doesn't have eleventy-million citations to its name.  I have another 4 semesters to go.

Best decision I've made in a long long time

Halving, doubling, and Virginia Woolf

When I am asked, "Why did you decide to go back to school?" or "How in the world can you work a full-time job and take two classes at the same time?", I can often provide at least 43 separate answers. That is the blessing and curse of my loquacious gift, which makes essay-writing easy but a succinct answer impossible.

I have a couple of good reasons I toss out about why I prefer taking two classes at a time: I often find points of unexpected connection between the classes, which I wouldn't find were I taking them one at a time; I'm going to be old by the time I get this degree, so let's hurry it up; I find the pressure of the second class provides time/energy constraints that force me to think creatively about my schedule, priorities; and so on.

Those are all nice, quantitative answers. But there's another, bigger reason that also goes to the heart of why I came back to school in the first place. I can't remember where I read it, but it's a quote by Virginia Woolf that goes approximately thusly:

After the age of forty, a novelist must either halve her output or double it.

For whatever reason, that quote and its idea has stuck with me. If you've published or written a lot in your early career, Woolf's advice is to slow the output and create fewer, denser works. But if you've thought more than you've written, then you need to use your remaining time to better advantage.

When I look at my last 25 years or so, I see that my output has been low. Others who look at my life may disagree, but for me, emotionally, I think I could have done more. Probably lots of people feel that way about their own lives.

So, one of my reasons for going back to school was to boost my output and make as much of the time and energy left to me as I can. Yes, I'm racing around like a maniac, I'm frequently overwhelmed, and my task diary is a paper-based super-collider of conflicting tasks, projects, and personal obligations. But--and here's the punchline-- I'm learning, writing, and producing a quantity and variety of material that, in my opinion, dwarfs what I have tried to attempt to do on my own over the last 10 years. And since I have the energy and the stamina now to take it all on, I want to make the most of this time and this opportunity.

Speed Networking

The SILS Alumni Association held a speed networking event earlier this week. It's the second one I attended and, although fewer students showed up this year than last year, I thought it went very well.The "mentors" -- either SILS alums or local folks working in the IS/LS domains who have ties to SILS -- sat inside a U-shaped line of tables, while the students moved from chair to chair every 3 minutes at the ring of Pavlov's bell. Here are some thoughts on what I liked about it and why I think the experience was valuable.

  • It gets you talking to people. We're not, after all, the business or performing arts school. We're mostly a group of introverts, some of us more sociable than others, granted, but it's tough to get us talking to strangers. A 3-minute speed-networking event with the emphasis on communication and fact-finding levels the playing field wonderfully and I think gets people talking with an urgency they wouldn't have at a polite meet'n'greet.
  • You learn to start marketing yourself. With only 3 minutes total, I had to hone my spiel to something quick so that we could actually discover whether we had much to say to each other. It took me about 4 or 5 tries to get this right, and even then, I tweaked it based on the feedback I received. Unnatural, perhaps, but is a job interview more natural? The only way to get better is to practice, and this event provided that.
  • You learn some basic chat skills. See "talking to people" above. Because I'm IS (Information Science), and the majority of mentors there were LS (Library Science), I'd sometimes fall back to standard questions: "Tell me about your library," "What kind of work do you do," that kind of thing, to make them feel OK about talking to to an obvious interloper. Alas, I was flummoxed when, just as I was finishing my screed, the young woman I was talking to smiled and asked, "Do you like working with children?" Ah, a children's librarian! We both laughed but I'm embarrassed to say I never recovered my aplomb and fum-fuh'd till the bell rang.
  • Overview of the local field and the profession generally. By talking to lots of people working at different places, it's possible to gauge the health of the local market and get peoples' takes on the profession as a whole. Will there be jobs available when I eventually graduate? Where's the demand? What are some of the problems they're having to figure out? You can absorb very quickly a range of job descriptions and experiences. I also could feel myself, as I talked to folks, get excited or a little bored by the subject matter of the conversation. With no time to indulge in the deep thinking we INTJs like to wallow in, I reacted honestly to the subjects I'm more naturally interested in. (And yes, I am separating the message from the messenger here, not confusing one with the other.)
  • It's encouraging to be encouraged. I do feel doubt occasionally about why I'm at school sometimes, as I entered it on a leap of faith, with no assurance of what I'd be doing with this degree when I finally got it. But several people reassured me that the skills I've acquired over the last 20 years, added to my education and interests, will help me when I eventually move into whatever field I choose. Made me feel much better about my choice.

Prototyping; GUIdebook

Found some interesting or otherwise time-passable things on the web related to prototyping and our discussion on Wednesday. A List Apart runs deep-dish articles on web design. This article shows how paper is good for tabbed interfaces, widgets, and usability testing. He also suggests keeping a glue stick handy.

Pen-based low-fi vs hi-fi; use while keeping the above paper prototypes in mind.

  • Sketching with a Sharpie - (37signals) - "Ballpoints and fine tips just don’t fill the page like a Sharpie does. Fine tips invite you to draw while Sharpies invite you to just to get your concepts out into big bold shapes and lines. When you sketch with a thin tip you tend to draw at a higher resolution and worry a bit too much about making things look good. Sharpies encourage you to ignore details early on."

A neat idea if you want to keep your prototypes looking rough.

  • Napkin Look & Feel - "The Napkin Look & Feel is a pluggable Java look and feel that looks like it was scrawled on a napkin. ... Often when people see a GUI mock-up, or a complete GUI without full functionality, they assume that the code behind it is working. ... So the idea is to create a complete look and feel that can be used while the thing is not done which will convey an emotional message to match the rational one. As pieces of the work are done, the GUI for those pieces can be switched to use the "formal" (final) look and feel, allowing someone looking at demos over time to see the progress of the entire system reflected in the expression of the GUI."

This is a really good post that links to Napkin and other sources to express what we heard in class, namely, the more "done" the prototype looks, the more finished the client expects the entire application it to.

The SILK project grew out of someone's dissertation research. The current public release of Denim runs on Mac, Win, and *nix.

  • DUB - DENIM and SILK - Research - "Through a study of web site design practice, we observed that web site designers design sites at different levels of refinement -- site map, storyboard, and individual page -- and that designers sketch at all levels during the early stages of design. However, existing web design tools do not support these tasks very well. Informed by these observations, we created DENIM, a system that helps web site designers in the early stages of design. DENIM supports sketching input, allows design at different refinement levels, and unifies the levels through zooming."

Referred to in the List Apart article, this is a neat site that shows the evolution of OS and application GUIs from their inception to today. It has sections for splash screens, icons, the tutorials that were included to help us learn how to click with a mouse, and a timeline showing the slow progress of GUIs from the Lisa and GEOS on up to Leopard. The site appears to have run out of gas around 2005 or so. I have personal experience of GEOS (Commodore 64 & PC), Amiga, DOS 3-5, Windows 3.x, Mac (mid-80s-early 90s), and OS/2.

Links: file-naming conventions

I remember reading a columnist in one of the Ziff-Davis mags, back in the mid-90s, lamenting the busting of the old 8.3 file-naming conventions that DOS imposed. With the new Win95 long filenames-with-spaces convention, he predicted that people would actually lose more files than find them again. He used as an example their production process, in which every directory name and every character in a filename carried a specific meaning in the workflow. That kind of discipline ensured that everyone knew what state the files were in. With longer filenames, he was afraid that users would be mainly writing reminders to themselves rather than helping out the next worker on the production line.

Reading the identifiers article reminded me of a 43folders.com blog posting, and that led me to other postings related to how folks name files. The people commenting are mainly graphic designers and web designers, whose work involves tracking lots of little individual files that collectively make up a single job.


This is from the developers' point of view. Read the original post but skim the comments to get an idea of what developers have to consider when creating files the users will depend on. The Old Joel on Software Forum - Restrictions on # of files in a Windows Directory?

E: if it is problematic to have several thousand separate directory entries in one directory, I could envision a directory structure in which the all user IDs ending in '0' go to a directory called c:userdata, user IDs ending in '1' go to a directory called c:userdata1, etc. Or use more digits from the end of the user ID for greater granularity: c:userdata00, c:userdata01, etc.

Vox Populi: Best practices for file naming | 43 Folders

But, just so I don’t lose you, do give me your best tips in comments: What are your favorite current conventions for naming files? How does your team show iterations and versions? Do you rely more on Folder organization than file names in your work? How have Spotlight, Quicksilver, and the like changed the way you think about this stuff?

My god, there are 86 comments on this thread and many of them are detailed and illustrated....

...and then Lifehacker.com gets in on the fun. There are some some commenters who say "don't include the date in the filename" as that info is already captured with the file and you can sort on that info in most file managers. I include the date because I often share my documents with others and the date in the filename is the quickest way for them to discern whether they have the latest copy. Ask the Readers: Filing naming conventions? Another very long posting that inspired the 43folders post above. It's interesting to note that, for designers, they all have certain types of info they want captured in the filename, such as the client name and draft iteration. But where they put that info depends, probably, on who set up the system first, tradition, etc. What Do I Know - File Naming / Organization Methods?

Only 4 comments in this one, but they have good detail and pretty much mirror the other postings. Read this one to get a flavor of the longer screeds. File Naming and Archiving | 43 Folders

A single post detailing another designer's setup at his workplace. Use a boilerplate folder setup and consistent, meaningful names | 43 Folders

Jumping the gun on a MacBook?

Although UNC requires incoming freshmen to buy a laptop computer, and although some SILS classes require a laptop (I'm thinking here of the database or programming courses), by and large, I've found that I haven't really needed a laptop on campus. I prefer taking notes by hand on paper, and the campus is lousy with workstations where I can check my email, which is what most people do anyway. Most of my homework and papers I prefer to write on my home PC, simply because it's already customized for my peculiar needs. Nevertheless, since I entered the program, I felt a burning urgency to purchase a laptop--I'm falling behind! All the other kids have a laptop! I'm feeling left out!--and took advantage of a pretty good deal at the campus computer store to buy a black MacBook with the eerie glowing ghost-apple on the lid. I added an extra gig of RAM and donated the printer that came with it to a charitable organization. So, no worries there.

I also bought several of the Take Control ebooks to learn some more about the Mac. I tried out various backpacks, briefcases, and sheathes. I bought a Bluetooth mouse. I dedicated a spot to it on my desk where it sits and recharges.

And where it still sits, mostly unused. It's a fine machine, but I just haven't needed to use it.

The new MacBooks are now arriving with Leopard, which means that's another expense I'll have when I decide to upgrade the OS. Fortunately, I've bought no other software to install on it, so the hard drive and OS are still pristine, making the upgrade easier, I should think. Thinking more calmly now, I should have waited to buy till Leopard was pre-installed on all MacBooks.

It's clear to me now, looking back, that I had induced a panic state in myself over this issue and reason's sweet song would ne'er enter my ear. I took out a loan from the bank in order to pay for both my spring semester tuition and the MacBook, so paying that back every week is a constant reminder of getting too far ahead of myself.

Update: I wrote the above over a couple of days last week. This past Saturday, I decided to reinstall XP on my home PC, after dithering on that decision for a while. The reinstall went fine--except that Windows couldn't see the second internal hard drive, which holds all of my install files for my other software. I verified that the BIOS could see the drive but XP remained willfully blind. I schlepped the PC to Intrex (where I'd bought the PC in 2006 or so) for them to diagnose and (I hope) fix.

I didn't enter a panic state on this snafu, interestingly enough. I took the precautions of backing up my volatile data to my external USB drive and to the cloud, so they're accessible if I need them.

And, need I say, I had a laptop--an underused MacBook on which I could check my mail, finish my homework assignment due on the following Monday, and store info on my paper that's due in 2 weeks. Funny how these things work out.

Addendum:  Back up those drivers, kids! And print out your Device Manager settings! I should have inserted the motherboard CD and installed the RAID and sound drivers; that's why Windows couldn't see the second internal hard drive. OK, that goes on the master checklist for reinstalling Windows...

Drafting scenarios and stories

This post discusses the following readings:

  • Gruen, D., Rauch, T., Redpath, S., & Ruettinger, S. (2002). The use of stories in user experience design. International Journal of Human-Computer Interaction, 14(3&4), 503-534.
  • Head, A. J. (2003). Personas: setting the stage for building usable information sites. Online, 27(4), 14-21.

<<In class, we wrote sample story/scenarios, and I refer to a great story written by a classmate about a guy at a party who is covertly listening to his music while grudgingly assisting his wife with hosting a house party.>>

I thought the story about the guy at the party trying to hide the earphone was great--it worked as a complete vignette, the character had a secret (which puts the reader on his side), and it has a nice curlicue at the end. It's complete in itself but could fit nicely inside a larger story about this character.

OK, now *that* I would consider a story, more so than the scenarios we read in the IBMers' paper.

I've been writing short stories off and on since college and did a couple of NaNoWriMo stints, so here's what I think about the narrative devices used to create stories that could be used for scenarios.

CHARACTERS. Some of the best ways to create a character include starting with an archetype (the Scrooge type, the strong and silent type, the talkative type, the Type A type), someone you know, or a fictional character you know really well. As you write and spend time with the character, you'll get to know them better and their own personality emerges, especially as you put them in difficult situations.

You can create an amalgam character or persona, but one person that has many different kinds of tags (like the primary persona in the Personas article we read) can seem a little unreal to me, very manufactured. At that point, I think you're checking stuff off a list rather than creating an imaginary character that *seems* real, which is the goal of fiction. I'd suggest starting simple and then adding stuff as it feels right.

One of the age-old questions to ask about a character to get your imagination primed, is to ask yourself what the character eats for breakfast. This is also a good opening question to loosen up interview subjects, BTW.

PLOT. The IBMers don't talk about the mechanics of plotting, which is one of the toughest jobs in story-writing. A story's theme is what the story's about; the story's plot is this happened, then that happened, then this other thing happened.

Samuel R. Delany has a technique he calls "thickening the plot," in which the writer describes the setting in detail and gets the character interacting with it. So in the party story, we see the character moving around the house, taking things to the kitchen, anything to disengage himself from the party. People trying to talk to him, him turning to hide the earpiece, all help to thicken the plot and ratchet the tension that he'll be discovered.

RACHETING THE TENSION. In the party story, the tension is, "Will he be discovered?" There's no such tension in the IBM stories because, really, what's at stake for the characters? Nothing much. Particularly, that last story iteration they did was all Star Trek technobabble, there were too many characters (so no one person a reader could care about), and there was really no tension or emotion. (I'd say this is a danger of stories in the IBM method, in which lots of people start using the story as a dumping ground for their ideas and you start losing the main thread.)

But tugging on heartstrings isn't what scenarios are supposed to do; they're mainly of use to engage your imagination so you see the whole problem space, not just a little piece of it. (The other advantage being they get the picture and expectations from inside your head into someone else's head.)

The best IBM story was the one where the guy was installing software at 3 a.m. because the workers would be coming to do their jobs in a few hours. A ticking-bomb deadline is tried and true. I'd say that even the Madeline scenario <<a scenario provided by the professor, of someone using a health-care information system>> could use a ticking-bomb urgency, if the waiting room is crowded, people are being processed quickly, and the subject needs to hurry up so he can get back to work.

GOALS AND OBSTACLES. This is plot. An interesting character in an interesting situation creates the plot naturally without too much intervention. In the case of scenarios, we could introduce massive power failures, ice storms, zombies, etc. but they don't really help us with our purpose, which is to design a good user experience. (Another case where stories diverge from scenarios.) I would call scenarios not stories but soap operas: just one damn thing after another, until the fadeout.

That said, yes, the protagonist wants something and is frustrated by a stupid UI, a deadline, ice storm, zombies, etc. which means that something has to be at stake for him or her, and there have to be consequences for failure. In the party story, the husband gambled with multiple consequences of being discovered, which is what made it entertaining (another difference from scenarios: scenarios don't have to be entertaining, though they're more fun to read if they are). In the Madeline scenario, what are the consequences of not understanding the UI? Will I feel sorry for that character if they can't get the video working?

Here endeth another of my verbose postings. Carry on.

Article critiques: scenarios, stories

This post discusses the following readings:

  • Go, K., & Carroll, J.M. (2004). The blind men and the elephant: Views of scenario-based system design. interactions, 11(6), 44-53.
  • Gruen, D., Rauch, T., Redpath, S., & Ruettinger, S. (2002). The use of stories in user experience design. International Journal of Human-Computer Interaction, 14(3&4), 503-534.

I thought the best thing about the Go and Carroll article was their listing of differences between scenarios and specifications (though it would have worked better as a table than as text) and their review of the literature surrounding the techniques. I also liked the breakdown of strategy/requirements/HCI planning to year/day/moments. Apart from those squibs, I thought the article was unbelievably dry and unimaginative (which is odd, considering they're talking about the importance of imagination in creating scenarios); for one thing, they introduce the "blind men and the elephant" story in the lead without following it up in the rest of the article. Do scenarios help us see the elephant? Or do they only show us pieces? By the end of the article, we don't know and the authors haven't told us. (I wonder if the editor made them tack it on.)

The Gruen, et al., article by the IBMers I thought was more interesting and meaty; they seemed really in love with their new tool which seemed to have united disparate stakeholders within IBM as well as their clients. I also thought it was interesting how the stories could be decomposed for other audiences as well, down to the design, marketing, and documentation materials. They don't attempt to speculate as to *why* they think stories unite audiences with differing needs, but I'd guess that we're simply trained, from childhood onward, to think in terms of linear narrative. A page of prose describing someone solving a problem is easier to read and understand than a functional specification document, which requires a specialist to draft. Stories don't require specialists.

Their descriptions of its use made it seem like a silver bullet, and I would have liked to know what, if any, limitations they encountered. How do they control their stories, to keep them from becoming distended or unbalanced when descriptions get too specific?

I'd also say that what they're calling stories are not stories, but extended scenarios that use narrative devices like character, setting, plot, etc. The chief characteristic of a story is that the character is different at the end of the story than at the beginning. Their example scenarios don't have that quality; they're more like Star Trek problem stories: Picard is trapped on the holodeck--how do we get him out? No character in such stories really learns about himself or his life. The interest is mainly in seeing people spew technobabble and race against the clock.

Likewise, the IBM scenarios attempt to trap someone in a problem and watch them squirm to get out. The interest is in watching this particular character squirm (would a different character behave differently in the same situation?) and noting the details of what they do to solve their problem.

Keeping Found Things Found

A web site focused on collecting and managing personal information, from the U of Washington I-School, with some help from Msft. I haven't compared their publications list with our syllabus to see if there's any overlap.

Keeping Found Things Found

"The classic problem of information retrieval, simply put, is to help people find the relatively small number of things they are looking for (books, articles, web pages, CDs, etc.) from a very large set of possibilities. This classic problem has been studied in many variations and has been addressed through a rich diversity of information retrieval tools and techniques. A follow-on problem also exists which has received relatively less study: once found, how are things organized for re-access and re-use later on?"