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Sakai 3
Architectural Choices 
 Community Impact
        Dr Ian Boston
 CTO Caret, Chief Architect Sakai
    University of Cambridge
The community that
  developed Sakai

              Developers


  Academics                  Students


              Universities
Community Evolution


                                 Community
        Sakai 2.x                    Users
   Users                          Researchers
Researchers   Developers           Educators
 Educators                   Designers   Developers


                                   Sakai X
      Community
iPhone

          Compelling Platform
                                     Hand and Gestures
                                       Location, GPS,

     Strong guidance                  Accelerometer
                                         Compass
     Design Princials
      UX Patterns
   Power Consumption         Fantastic Tools
                                         UIKit
                                                 Libraries
                                             XCode/DashCode
                                            Developer Education

Thriving app developer community




                        Mobile Industry me-too Samsung, LG etc
OpenSocial
                   Shared Standards
                                   OpenSocial API

  Huge Userbase                     Gadget Spec
                                  Community Driven
 600M users
20+ platforms

    Leverage Existing Community
                                        Gadget Developers
                                         HTML/Javascript

      Thriving ?                               Php

     315 Million apps installed
Challenges and
       Motivation

• Evolve the community
• Create an Sakai App ecosystem
• Improve the core product
Choices
Evolve Sakai 2
           Designers
           Code base
            Quality




                  Conceive Sakai X
                              Community
                              Resources
                               Migration
Basic Architecture
        HTML/JS          UX Lead
                   UI Developer friendly
          UI


       HTTP JSON



       HTTP REST          Scalable
                        lightweight
         Server
App Development

                               UI         Server
UX Research   UX Design
                          Development   Development
1.3 WORKING WITH THE DATA


  User design research        We have discussed how to gather data: recruiting your target group, ho
                        be manipulatable as possible, as you can just swap the order of post-its; it also allows
                              conduct a diary study and interview. Now we will move onto how to w
                        the team to familiarize themselves with the data.

                        1.3.2.1 An extract of a possible interaction aim the interview:
                              i.e. analyzing it. The during is to identify and understand users’ behaviou
                              Basically the aim is to construct a set of virtual characters that we
                        “Yesterday I went on my laptop to look at my emails. That's when I saw my supervisor
                        replied to an email of mine These supervision. It took awill guide for him team further in the design proc
                              personas. requesting a personas bit longer this time the
                        to respond, so the arranged time that I agreed with my supervision mates, may have
                        become not available anymore. I went to one of my supervision mates and asked
                        whether she was still available at that day and time. I also emailed some. When all of
                        them replied, I replied my supervisor to confirm the supervision day and time.”

                                1.3.1 Profiles
                        We break down this extract as follows into a common colour for each goal, etc:

              Orange: Goal = arranging supervision

                            Creating profiles – which are summaries of every participant’s inform
              Yellow: Motivations = get success in
              work
                            you gained during the interview – is an ideal way to remember all the
              Dark pink: Tasks (How something is
              done) = Respond, reply and compose This working document can be used during the further data
                            interviewed.
              new emails

              Light pink: Frustrations = Setting up a
                                A profile - based on all the gathered information, like written notes - wou
              meeting (synchronizing their time is
              tough)

              Blue: Good things
                                    • A drawn picture of the participant (nice to look at and easier to re
                                    • Personal details: name, age etc.
 Interviews                         • Research related background information (e.g. their department
                                    • More detailed information you got from the interview (e.g. we w
   Diaries                              what technologies they used and what they used them for)
                        1.3.2.2 Some extra tips on task goal analysis:


Observation                 •

                            •
                                  If you want your data to be portable and cuttable later on, big paper can be useful
                                  - stick all your post-its to big sheets
                                  Have lots of colour-coded post-its: regular sizes but in different colours.
                            •     Write with black markers: this is readable from a distance.
                            •     You may want to write down the names (or the initials) of the person on each
                                  post-it as you will need to know who said what afterwards.

                        1.3.3 Affinity sorting: identify clusters in the haystack of data                               Examples of profiles
                        Affinity sorting is used to sort large amounts of data (the post-its of the task goal
                        analysis) into logical clusters which you decide as a team. It allows you to understand
                        relationships within the data in more detail, to analyse the data and identify different




                                1.3.2 Task/goal analysis

                                Task/goal analysis, is a focus on the goals and motivations of the pa
                                from the tasks they undertake to achieve certain goals, their frustratio
                                discussed during the interview. This should offer you an understand
UX Prototyping
Digital wireframes                                                                                      identify the variations and provide feedback on them. To achieve this the concept
                                                                                                        should be obviously and visually different. Strengthening the differences between th
                                                                                                        concepts also helps designers to have a clear idea about each concept, and will hel
                                                                                                        test participants as well, by offering different solutions which can be compared.




                                                                                                                                                                 An example of a paper
                                                                                                                                                                 prototype


                                                          Text                                        A digital prototype




                                                                                                                Paper prototypes
                                                                                                        We used paper prototyping to evaluate our ideas for helping academics and student
                                                                                                        communicate about their work.
                                                                                                              • The first step in this process was to identify the key screens which wer
                                                                                                                 fundamental to describing the system as a whole as we imagined it. Then w
                                                                                                                 could think of the essential elements that these screens should contain, an
                                                                                                                 the characteristics of each page (such as, is it a home page? Is it a profil
                                                                                                                 page?)
                                                                                                              • Then, we could take each concept apart, and identify its key differences from
                                                                                                                 the other concepts, which then were drawn out in the prototypes.
                                                                                                              • We created 5 screens for each concept, sketching out screen layouts wit
                                                                                                                 pen on A4 sheets of paper; one page per screen (this page limit is a goo
                                                                                                                 way of selecting the most important elements on the screen which represen
                                                                                                                 any given concept)
     Another important issue around digital prototypes is the degree of depth and interactivity
     within the prototype; these should be constrained to the purpose of the user test. If the
                                                                                       2.2.3 User Testing – Concepts
     designers would like to get data from the user on a particular feature or user journey, the
     interactivity and relations between the corresponding elements have to be present, Testing
                                                                                       2.2.3.1
                                                                                                but
     anything beyond this scope is unnecessary.                                        User testing is one of the fundamental elements of UCD, the primary way of involvin
                                                                                             users from the very early stages of design. User feedback provides data for the designe
                                                                                             to make more accurate assumptions and choices in any design problem. This way th
                                                                                             target audience can affect system design from the earliest stages, making it mor
     In our case, we had to make sure that          a user could find a person, document orsuitable itforin that users provide not meanfeedback data which can be usedsystem
                                                                                               event their needs. This does valuable however that users design the by th
                                                                                             Instead means
     the system in multiple ways. Providing         the means to do this is crucial, but doing more is his decisions on (and thus reducing the number of assumptions).
                                                                                             designer to base
                                                                                             users attempt design themselves, the results can converge towards a mass o
     a waste of time at this stage. We had to be sure that all our user journeys are covered
UI Design
Screens designed as
wireframes with
interactions.
      UX Designer, UI Designer



  Implemented as HTML
                UI Designer, UI Developer


      Integrated into
      framework
                     UI Designer, UI Developer




                                 Driving REST API Specification
Foster Usability and
         Reuse
• No silos
• Permissions separate from membership
• Content everywhere
Code base
                   Sakai Code                                        Modules
                                           Build Time (min)
                   3rd Party Code

2,000,000                           30.0                      500


1,500,000                           22.5                      375


1,000,000                           15.0                      250


 500,000                             7.5                      125


       0                              0                         0
            Sakai 2.6 K1   K2               2.6 K1 K2               2.6 K1 K2
Code Coverage
         Unit Test Coverage
         Automated Test Coverage
         Manual Test

90.0

67.5

45.0

22.5
                    ?
  0
       Sakai 2.6   K1    K2 Apache Code
Resource Usage
                               Perm Space   Startup
                               Working      Cache
        Minimum Requirements                               2G Limit
2,000                                         2,000

1,500                                         1,500

1,000                                         1,000

 500                                            500

   0                                              0
          Sakai 2.6   Sakai3                          Sakai 2.6   Sakai3
Architecture
                                  HTTP REST + JSON
IMAP     personal     public     presence   IMS CC       ICOM        Rules      Workflow      event        JMS

POP3      Shindig     friends     config     resource    messaging    search      locking     cache       Email

Caldav    logging      json       mime       authn        authz       JPA        openid     formauth      SMS

         JR-access   JR-user     webdav      cron        engine     httpauth     Ruby        Python      XMPP

          JR-API     JR-Client    Http      servlets     resolver   scripting     Scala       ESP        IMS LIS

         Version                                                                           Persistence   LDAP
                                              Apache Jackrabbit
         Manager                                                                            Manager


                                             OSGi/ Apache Felix
Enterprise Integration

       EIS                                       Twitter


     Kuali
                     Apache Jackrabbit

                                                 gDocs
     Student         OSGi/ Apache Felix




       ID      DAM                         AWS   GData

Institutional
                                          Internet Services
 Enterprise
Cloud Future

            Apache Jackrabbit

            OSGi/ Apache Felix
                                         Persistence
                                          Manager




 Postgres      Oracle            MySQL     Tarball       HBase        GMail


                                                        Casandra    Voldemort
  Derby       MSSQL              DB2
                                                       (Facebook)   (LinkedIn)


Traditional Storage                              Cloud Storage
Development
                         GitHub
                       Clone

Elected   Push                    Push     Pull
 Merge                 Merge

Manager
           Local Git                Local Git     Developer
Status
Growing designer involvement
                      design process, growing designer involvement




Better app community support
             friendlier environment, simpler skills requirement, stronger guidance




Lighter, more scalable, faster back end
                              less Sakai code, more standards code, fewer resources
Are we nearly there
       yet ?

        NoDocumentation
            Developer training
                Migration
               Integration
             Developer tools
                Evanglism
          App sharing framework
Questions ?




        Ian Boston: ian@caret.cam.ac.uk

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Sakai 3, Architectural Choices and Community Impact

  • 1. Sakai 3 Architectural Choices  Community Impact Dr Ian Boston CTO Caret, Chief Architect Sakai University of Cambridge
  • 2. The community that developed Sakai Developers Academics Students Universities
  • 3. Community Evolution Community Sakai 2.x Users Users Researchers Researchers Developers Educators Educators Designers Developers Sakai X Community
  • 4. iPhone Compelling Platform Hand and Gestures Location, GPS, Strong guidance Accelerometer Compass Design Princials UX Patterns Power Consumption Fantastic Tools UIKit Libraries XCode/DashCode Developer Education Thriving app developer community Mobile Industry me-too Samsung, LG etc
  • 5. OpenSocial Shared Standards OpenSocial API Huge Userbase Gadget Spec Community Driven 600M users 20+ platforms Leverage Existing Community Gadget Developers HTML/Javascript Thriving ? Php 315 Million apps installed
  • 6. Challenges and Motivation • Evolve the community • Create an Sakai App ecosystem • Improve the core product
  • 7. Choices Evolve Sakai 2 Designers Code base Quality Conceive Sakai X Community Resources Migration
  • 8. Basic Architecture HTML/JS UX Lead UI Developer friendly UI HTTP JSON HTTP REST Scalable lightweight Server
  • 9. App Development UI Server UX Research UX Design Development Development
  • 10. 1.3 WORKING WITH THE DATA User design research We have discussed how to gather data: recruiting your target group, ho be manipulatable as possible, as you can just swap the order of post-its; it also allows conduct a diary study and interview. Now we will move onto how to w the team to familiarize themselves with the data. 1.3.2.1 An extract of a possible interaction aim the interview: i.e. analyzing it. The during is to identify and understand users’ behaviou Basically the aim is to construct a set of virtual characters that we “Yesterday I went on my laptop to look at my emails. That's when I saw my supervisor replied to an email of mine These supervision. It took awill guide for him team further in the design proc personas. requesting a personas bit longer this time the to respond, so the arranged time that I agreed with my supervision mates, may have become not available anymore. I went to one of my supervision mates and asked whether she was still available at that day and time. I also emailed some. When all of them replied, I replied my supervisor to confirm the supervision day and time.” 1.3.1 Profiles We break down this extract as follows into a common colour for each goal, etc: Orange: Goal = arranging supervision Creating profiles – which are summaries of every participant’s inform Yellow: Motivations = get success in work you gained during the interview – is an ideal way to remember all the Dark pink: Tasks (How something is done) = Respond, reply and compose This working document can be used during the further data interviewed. new emails Light pink: Frustrations = Setting up a A profile - based on all the gathered information, like written notes - wou meeting (synchronizing their time is tough) Blue: Good things • A drawn picture of the participant (nice to look at and easier to re • Personal details: name, age etc. Interviews • Research related background information (e.g. their department • More detailed information you got from the interview (e.g. we w Diaries what technologies they used and what they used them for) 1.3.2.2 Some extra tips on task goal analysis: Observation • • If you want your data to be portable and cuttable later on, big paper can be useful - stick all your post-its to big sheets Have lots of colour-coded post-its: regular sizes but in different colours. • Write with black markers: this is readable from a distance. • You may want to write down the names (or the initials) of the person on each post-it as you will need to know who said what afterwards. 1.3.3 Affinity sorting: identify clusters in the haystack of data Examples of profiles Affinity sorting is used to sort large amounts of data (the post-its of the task goal analysis) into logical clusters which you decide as a team. It allows you to understand relationships within the data in more detail, to analyse the data and identify different 1.3.2 Task/goal analysis Task/goal analysis, is a focus on the goals and motivations of the pa from the tasks they undertake to achieve certain goals, their frustratio discussed during the interview. This should offer you an understand
  • 11. UX Prototyping Digital wireframes identify the variations and provide feedback on them. To achieve this the concept should be obviously and visually different. Strengthening the differences between th concepts also helps designers to have a clear idea about each concept, and will hel test participants as well, by offering different solutions which can be compared. An example of a paper prototype Text A digital prototype Paper prototypes We used paper prototyping to evaluate our ideas for helping academics and student communicate about their work. • The first step in this process was to identify the key screens which wer fundamental to describing the system as a whole as we imagined it. Then w could think of the essential elements that these screens should contain, an the characteristics of each page (such as, is it a home page? Is it a profil page?) • Then, we could take each concept apart, and identify its key differences from the other concepts, which then were drawn out in the prototypes. • We created 5 screens for each concept, sketching out screen layouts wit pen on A4 sheets of paper; one page per screen (this page limit is a goo way of selecting the most important elements on the screen which represen any given concept) Another important issue around digital prototypes is the degree of depth and interactivity within the prototype; these should be constrained to the purpose of the user test. If the 2.2.3 User Testing – Concepts designers would like to get data from the user on a particular feature or user journey, the interactivity and relations between the corresponding elements have to be present, Testing 2.2.3.1 but anything beyond this scope is unnecessary. User testing is one of the fundamental elements of UCD, the primary way of involvin users from the very early stages of design. User feedback provides data for the designe to make more accurate assumptions and choices in any design problem. This way th target audience can affect system design from the earliest stages, making it mor In our case, we had to make sure that a user could find a person, document orsuitable itforin that users provide not meanfeedback data which can be usedsystem event their needs. This does valuable however that users design the by th Instead means the system in multiple ways. Providing the means to do this is crucial, but doing more is his decisions on (and thus reducing the number of assumptions). designer to base users attempt design themselves, the results can converge towards a mass o a waste of time at this stage. We had to be sure that all our user journeys are covered
  • 12. UI Design Screens designed as wireframes with interactions. UX Designer, UI Designer Implemented as HTML UI Designer, UI Developer Integrated into framework UI Designer, UI Developer Driving REST API Specification
  • 13. Foster Usability and Reuse • No silos • Permissions separate from membership • Content everywhere
  • 14. Code base Sakai Code Modules Build Time (min) 3rd Party Code 2,000,000 30.0 500 1,500,000 22.5 375 1,000,000 15.0 250 500,000 7.5 125 0 0 0 Sakai 2.6 K1 K2 2.6 K1 K2 2.6 K1 K2
  • 15. Code Coverage Unit Test Coverage Automated Test Coverage Manual Test 90.0 67.5 45.0 22.5 ? 0 Sakai 2.6 K1 K2 Apache Code
  • 16. Resource Usage Perm Space Startup Working Cache Minimum Requirements 2G Limit 2,000 2,000 1,500 1,500 1,000 1,000 500 500 0 0 Sakai 2.6 Sakai3 Sakai 2.6 Sakai3
  • 17. Architecture HTTP REST + JSON IMAP personal public presence IMS CC ICOM Rules Workflow event JMS POP3 Shindig friends config resource messaging search locking cache Email Caldav logging json mime authn authz JPA openid formauth SMS JR-access JR-user webdav cron engine httpauth Ruby Python XMPP JR-API JR-Client Http servlets resolver scripting Scala ESP IMS LIS Version Persistence LDAP Apache Jackrabbit Manager Manager OSGi/ Apache Felix
  • 18. Enterprise Integration EIS Twitter Kuali Apache Jackrabbit gDocs Student OSGi/ Apache Felix ID DAM AWS GData Institutional Internet Services Enterprise
  • 19. Cloud Future Apache Jackrabbit OSGi/ Apache Felix Persistence Manager Postgres Oracle MySQL Tarball HBase GMail Casandra Voldemort Derby MSSQL DB2 (Facebook) (LinkedIn) Traditional Storage Cloud Storage
  • 20. Development GitHub Clone Elected Push Push Pull Merge Merge Manager Local Git Local Git Developer
  • 21. Status Growing designer involvement design process, growing designer involvement Better app community support friendlier environment, simpler skills requirement, stronger guidance Lighter, more scalable, faster back end less Sakai code, more standards code, fewer resources
  • 22. Are we nearly there yet ? NoDocumentation Developer training Migration Integration Developer tools Evanglism App sharing framework
  • 23. Questions ? Ian Boston: ian@caret.cam.ac.uk