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author Designing the User Experience for Lotus Notes and Sametime

Mary Beth Raven is the lead product designer for the "Hannover" project, a redesign of Lotus Notes. She joined the Notes team in 2005. Prior to joining the Notes team she was the lead designer for the IBM Workplace Managed Client and Workplace Messaging. Before joining the Workplace team, she was the Lotus Sametime designer for five years. Mary Beth has a Ph.D. in Communication from Rensselaer Polytechnic Institute in New York.



Monday April 28, 2008

Great customer visit last week

Last week I had a terrific opportunity to conduct some end-user interviews at a ministry of the Canadian Government.  I was able to speak to real users who ranged from Administrative assistants to a Director General. This was my first set of interviews with a government agency in my capacity as Lotus Notes designer. Plus is was a "non-US" government agency where bi-liguaglism is de rigeur.

(The last time I got to do any kind of interviews with employees of the Canadian Government, I was employed at a different company, but I got to do contextual interviews right on Parliament Hill of how people were using their new voicemail and phone system. that, too was awesome and a load of fun.... OK, I am a geek... and I am lucky that I have had so much fun at work over the years.)

To be honest, I had a blast. It was really great talking to non-techie people about Lotus Notes.  I know that  little decisions we make has a great deal of impact on the dialy lives of people who live in mail. And these interviews reinforced that.  Many thanks to the Minisry that invited me to conduct the inerviews, I think we both benefitted!





Apr 28 2008, 07:54:02 PM EDT Permalink



Saturday April 26, 2008

I am on vacation and John Lance and Carrie Tracy are doing the Admin 2008 Conference in Boston

Loyal readers,
Despair not if you see no blog entries this coming week from the Notes design team. I am on vacation in Virginia with my spouse, his mom, and our 2 kids. trying to educate them about history at Colonial Williamsburg.  John Lance (you may know him from such postings as "Mapping Imported Contacts" and "My Favorite Party Animals" (tip: monkeys are overrated, bulls are expensive, and goliath bird eating spiders get you a clear path to the buffet every time (of vital importance for those of us that wear extra large Lotusphere shirts)) and Carrie Tracy are doing a "Design Directions in Notes and Sametime' talk this coming week at the Admin 2008 conference on Boston while I am off galivanting about Colonial America in my minivan.

The rest of the team is hard at work. Sheri Branco will begin testing some usability improvements in Live Text.  the design partenrs have "pre-beta 8" to play with. in all, it is a busy spring.
Talk to you next week,
Mary Beth



Apr 26 2008, 12:00:24 AM EDT Permalink



Tuesday April 22, 2008

Another great "Lotusphere Comes to you" comes to a close

The last session of "Lotusphere Vient a Vous" Montreal just finished. (Well,  there is a 2 hour cocktail/reception in the product showcase, so it's not completely done yet).
I heard some interesting new bits of info and received good questions-- in all, it was really good to get out in front of customers after almost 3 months of not doing that (except for one or two special customer visits and the weekly Design partner meeting).

It was also wonderful to continue to be thanked by customers for doing this blog. Several expressed appreciation and mentioned that the Notes development process and decisions and ideas are no longer a "block box" of mystery. And others asked me and the design team to please continue with the blog-- and we will!!!



Apr 22 2008, 04:28:00 PM EDT Permalink


Tuesday April 22, 2008

"no plans to fix" type bug reports

A while ago a blogged that we're in a stage of bug triage, and I go to the triage meetings. Sometimes I lobby hard to fix certain bugs, and other times I do not. I do try to balance business value with the cost to IBM to fix a bug. Now in my case, most of these bugs are usability bugs.

And let me assure you, I and the Design team are constantly educating the developers and advocating that "usability bugs are real bugs."  And by and large, the Notes development and QE team has got the message and usability bugs are treated as real bugs.

When a bug is marked as NPTF it means "no plans to fix in this codestream". And the definition of "this codestream" is a bit fizzy (At least to me). It might mean, say, not going to be fixed in 8.5. OR it might mean it will nto get fixed in any 8.x or 8.x.x release. However, if enough customers enter PMRs, we will re-open any bug, definitely.

Here's one that is not going to get fixed in Notes 8.5. When you do a Google search and hit enter the focus is on the address bar and not the view

Since no customer (that I am aware of) has reported this as a problem in 8.0 or 8.0.1,  I got overruled for fixing it in 8.5.




Apr 22 2008, 02:50:25 PM EDT Permalink



Monday April 21, 2008

Felicitations au Montreal Canadiens!

Ce soir, je me trouve dans la ville de Montreal.  Et, tout l'equipe des "Boston Bruins" et aussi en ville. Alors, un match d'hockey entre les Boston Bruisn et les Montreal Canadiens vient de  finir. Et Les Canadiens ont gagne. Felicitation au Montreal Canadiens! L'hotel est l'autre cote de la stade ou joue les Bruins et Canadiens. Alors, les rues sont replis des voitures, des gens, avec les drapeaux "Canadiens", et qui chant. C'est tres interessant. Apres tout, la raison pourqui je suis venue d'Montreal est d'apprendre plus des choses culturelle parmi les clients de Lotus Notes.



Apr 21 2008, 11:32:39 PM EDT Permalink



Wednesday April 16, 2008

The J. Lance Scale of Bug Stupidity

HI,
It's not John Lance here.  But I'm posting something he wrote. Here in the Design Studio, today was "one of those days"...  the kind when bugs that we've been lobbying for end up getting marked as "NPTF." (Officially that stands for "no plans to fix ever"... and I don't think I can publish some of the other  phrases we've made up for that acronym....). John lightened our day with his scale of bug stupidity, so I thought I'd share it here. It would be almost funny... if it's weren't true...

0

1

2

3

4

5

6

7

8

9

10

Feature works precisely the way a user expects.

Feature almost works the way a user expects.

Feature causes user to mutter under his/her breath.

And sigh a lot.

Feature causes user to complain to his/her neighbor.

Loudly.

Users form angry mobs.

With torches.

Users swear feature was designed and engineered by chimps.

Stupid chimps.

Someone feels compelled to create a web site devoted solely to how much your product/feature sucks.

 





Apr 16 2008, 10:57:58 PM EDT Permalink



Friday April 11, 2008

Introducing Paul Clemmons, our new draft persona for a DWA user

We have had several requests from customers to interview users of DWA -- Domino Web Access, (aka iNotes)-- and create a persona. We also had requests for us to ensure that  we take into account various age groups in our personas, including younger (university-age or just entering the work force) users.  To that end, our own intern, Drew Condon, has conducted several interviews of such users and created the following draft persona.

Please feel free to comment if you are a member of this target user group-- or get your friends/siblings/children to read it (if they are members of this target group) and provide us with feedback.
Thanks,
Mary Beth on behalf of Drew

DWA is for: Paul Clemmons, Intern
User ID: pclemmons | Telephone Number: 1-416-555-1104 | Email: pclemmons@renovations.com | Employee Number:  11130
Here's a photo of Paul:

Biography:
Paul is a 23 year old graduate student getting his MBA with an e-business concentration at a Chicago area business school.  He works part time as an intern three days a week in the PR department of Renovations, a home improvement store, when he’s not at school.  He is working on a project with two other interns focused on optimizing and monitoring the image of Renovations on the Web.

Personal Life:
Paul has an apartment in Logan Square on the outside of downtown Chicago with two other roommates he met on Craig’s List.  He’s played bass guitar in a local band for the past 3 years, and he typically rides his bike around Chicago instead of driving.
Here's a photo of his beloved Bass:


Assumptions:
-    Able to multitask, but understands his limits, and sets them.
-    Expects to be able to “connect” to people and information virtually all the time.
-    Knows technology plays a big role in day to day life, but recognizes the importance of real contact.
-    Focused on what technology can to for him, rather than how or why.
-    Intakes a huge amount of information on a daily basis, at his discretion.

Goals and Motivations:
  • Graduate on time with honors, but also learn something.
  • Use connections to find a well paying (secure), interesting, and satisfying job; possibly at Renovations, but he’s keeping his options open.
  • Manage a busy schedule, but not let work and school consume life.

Average Day:
  • Paul collaborates with others on searching through social bookmarking sites to see if there is any new positive or negative press about Renovations.
  • Monitors the content on various Wikis, web pages, and blogs about the company to make sure they are accurate.
  •  Partly responsible for checking and maintaining Renovations online customer forums.
  •  Paul rides the “El” to get from home to work to class, and tries to be productive answering emails along the way.

Tools:
Work:
  • IE 6 at work with a del.icio.us plug-in to save pages he browses at work, for home.  Uses IE (Renovations gave him IE, he hasn't yet treid to get permission to see if he can use Firefox)) to do all of his web based research.
  • Lotus Notes 7.5 w/ DWA for work emails.
  • Dell laptop running XP at work, model # = whatever they gave him (something not great).
  • Microsoft Office Suite for creating reports, work related documents, presentations, and spreadsheets.

Personal:
-    Custom skinned FireFox at home/class.
-    Gmail for mail, chat, & calendar and Facebook and LinkdIn for social and professional networking.
-    Digg and del.icio.us for social bookmarks.
-    Apple MacBook and old Dell Desktop at home.
-    Google Docs for most things or MS Word for more substantial documents like resumes.
-    iGoogle homepage with RSS feeds from his favorite blogs (TechCrunch, Engadget)

Technological & Computing Skills:
Paul is “connected” virtually all the time; he can be reached or reach out via mobile/smart phone through voice, data, or text messaging.  When at home, Paul is wirelessly connected to a high-speed, always-on network connection. Paul has a both a desktop computer (music and photos networked to his TV), and a newer laptop for school and general use that he keeps in the living room at his apartment.  He usually leaves his work laptop at work.

Paul uses gmail for personal email and chat, although he has an old AIM account too, and sees them as part of broader services offered by Google (youTube, google maps, search, and the iGoogle homepage).  Paul also keeps another email address active as well; its not uncommon for him to have a couple of email addresses at any given time. 

Paul relies on email and chat for more immediate communications, but uses Facebook as way to casually keep in contact with friends, or check out what others are up to.  Voice is seen as on par with personal email, and just another method of communicating, however, Paul recognizes that it is preferred for professional or formal situations.  Paul, not deliberately, uses different channels to create a layered communication style that allows him to filter and target how he contacts people based on relationships or the type of message.  Paul’s good friends talk to him on the phone, others may only receive text messages.

At work, Paul uses DWA instead of the Notes client because most of his responsibilities are limited in scope.  Reading and responding to email is his primary mode of communication in the office, although he sometimes has to log into the client to access and add data to a reporting database.  For the most, part DWA meets all his professional needs.

Paul usually adopts technology based on buzz, recommendations from friends, availability, impact, and mandate, but rarely on research or in depth feature comparison.  He is quick to switch between competitors or sites if he feels the switch is a net benefit.  His rich client applications were preloaded with his original computer (iTunes, Photoshop Elements, Microsoft Office etc), or are highly specific to some of his interests, but most of his interaction is done via free Web applications (monster.com, google maps, weather.com).  Paul has his “sites” that he checks daily for news and entertainment to help pass the time or stay up to date; he more or less creates a diverse patchwork of free unrelated sites to satisfy all his information and communication needs.


Categories : [   persona  ]

Apr 11 2008, 02:23:41 PM EDT Permalink



Wednesday April 09, 2008

Allow Samantha to close the Home page, or not?

In Notes 8.0 and 8.0.1 we allow Samantha to close the Home page. This was an intentional departure from previous versions, where she could not close the Home page.
Some of the reasons were that we'd heard a few customers who wanted users to be able to do that in order to free up more screen real estate across the top for other tabs.

Having a non-closeable home page was not a feature that Xpeditor supported, and the Symphony standalone did not use such a thing, either. So, that's why Samantha can close the Home page in Notes 8 and 801. She can re-open it by choosing it from  Open list (It's near the bottom, but she might not know that.)

The Home page ALWAYS still opens when you restart the client.

What do you think? Should we change the behavior in Notes 8.5 so that the home page is not closeable? Why or why not?



Apr 09 2008, 06:45:38 PM EDT Permalink



Tuesday April 08, 2008

A .png dilemma

There are two ways to import png data into an Notes 8.x document. One is to directly import a png, and the other is to import png images as part of an HTML. Importing pngs as an HTML is currently not supported. So this is not an issue here.

Importing a png directly is partially supported on the current Notes 801 clients by converting it to jpeg. But animation and transparency of png are lost because jpeg doesn't have the features. We can fully support png images on an HTML on 8.5, but then we will lose backward compatibility.

Development is giving me 2 options. Which do you prefer:
1. Always convert png to jpeg. This has maximum backwards compatibility.

2. On Notes 8.5 clients, Render as a png data. Animation and transparency are supported.
The image is saved/loaded as a png data.
However, on older clients, A png image in a document becomes complete blank with a small red x, because the old clients don't know the image format.



Apr 08 2008, 03:59:55 PM EDT Permalink



Monday April 07, 2008

How I got started with Notes

I used Notes 3.something at  "FTP Software" back in 1995. They used it for entering Trouble Tickets.
I hated it. Of course, since it was for trouble tickets, I was already always in a foul mood when I saw it.
And I remember that the first thing it always seemed to do was ask me what server I wanted to connect to.... and of course I could never remember.

Fast forward 2 years... to 1997,  my job interview at Iris Associates, with Paul Haverstock, about the Sametime project.   So I took the job. My first day on the job was August, 25 1997, the same day that Iris moved into its new builds-- the one we're in now, but moving out of next year.

 I was the second person on the team, surrounded by Notes people talking Notes Notes Notes all the time. They were working on (or maybe just shipped) 4.6. Sametime 1.0 had a "web home page"  that I built (I had some help) using Domino Designer 4.6. (Please nobody go look for it, it was pretty dull...)

I watched the development of several  versions from "the sidelines of Sametime." Then, after working on Workplace for a bit,  one day Kevin Cavanaugh (director of Notes development at the time) called me into his office and talked about the Outlook competitive threat and how  maybe we should really invest in Notes and spiff up the UI.  Then he ask who I thought would want to be the lead designer.  I jumped at the chance!.  When this job is not excrutiating (like when we have to cut features) , it's the most fun I've ever had at work. 





Apr 07 2008, 10:28:44 PM EDT Permalink



Thursday April 03, 2008

On your workspace-- do you even pick the menu item "Arrange Icons"?

Hey folks,
For you Workspace users out there,  open up your Workspace  to any tab, and then go up to the View menu-- see that menu item called "Arrange Icons"?

It will move all your icons to the upper left-- so that there are no extra spaces between the "Chicklets" (tiles).  (So if the arrangement of your icons is important, DO NOT PICK THIS MENU ITEM NOW!!! :)

How often you you pick this menu item for "Arrange Icons"?
One a day
Once a week
Once a month
Less than once a month?

How would you feel if this option is not available in the new workspace in Notes 8.5?


Categories : [   LotusNotes8.5  ]

Apr 03 2008, 09:11:26 AM EDT Permalink



Wednesday April 02, 2008

All Day Long

Hi all, John Lance here. You may remember me from such past blog postings as "Mapping Imported Contacts" and "My Favorite Party Animals" (tip: monkeys are overrated, bulls are expensive, and goliath bird eating spiders get you a clear path to the buffet every time (of vital importance for those of us that wear extra large Lotusphere shirts)).

Moving right along...

We're hard at work here in Lotusville making it so that Samantha can subscribe to other calendars from her Notes calendar (i.e. she can see entries from other calendars in her Notes calendar). One particularly interesting side effect involves All Day Events.

Currently when Samantha creates an All Day event in her Notes calendar the event appears in the nontimed event area (that area at the top of the calendar) and the column has a light fill of the same color. When Samantha adds her personal google calendar (or Ted's calendar) she gets to pick a color for those calendars. Right now, any all day events on those calendars also colors the day. And, if you happen to have multiple all day events from multiple sources you wind up with a blend in the column.

So, should All Day Events from other calendars actually color the column, or should they just appear at the top in the nontimed event area?

Pink (on left) is from another calendar - Yellow (on right) is an All Day event on Samantha's calendar.



Thanks in advance.

John


Categories : [   calendar  |  federated_calendar  |  google  ]

Apr 02 2008, 02:06:21 AM EDT Permalink



Tuesday April 01, 2008

Truths Revealed

After some hard questions, it is felt by the author of this blog that it is only fair that I finally reveal myself to you, the Lotus community. You know me as Samantha, and until now I have perpetuated the illusion that I am not a real person. However, circumstances have changed and I think it is only fair that I come forward and tell you what is really going on.

I am real. The "design team" that you have all come to know and love are, in actuality, the imaginary figments. Mary Beth Raven, my finest creation, is really an elaborate facade. Paying for that fine actress who stands up at all the conferences has cost me a pretty penny, I'll admit, but it has been worth it. The fact so many of you believe in her and will swear to seeing her and even speaking with her attests to the strength and power of your willingness to believe.

I am fond of all my creations.  Basing John Lance on Troy McCLure was a stroke of genius, in my opinion. In revealing that John-the-Calendar-designer is not real, you must understand by now that Calendar Overlays in Notes 8.5. are also not real, either.

In the spirit of full disclosure, I confess that the witty, intelligent Margo, the ribald Kathy, my recent creation Michelle, are all imaginary designers, created to help me learn Notes 8.

But times change and hard realities must be faced. The "design team" has served their purpose, and given that I have heard rumors that some bloggers were intent on revealing my secret I have chosen to beat them to the punch.

So there you have it. At this point the best I can do is retire "the crew" as I've come to think of them. I am not entirely certain what will become of this blog, but perhaps I will turn it over to my good friend Ted (although, between you and me I strongly suspect that if that happens it will be Betty writing in Ted's name).

Anyway, it has been fun.

Samantha Daryn
April 1, 2008

also often called  "April Fool's Day"


Apr 01 2008, 06:38:43 AM EDT Permalink



Monday March 31, 2008

Administering the Sametime Product Suite -- WIll Fred Adams get a promotion, or hire a new person, or??


With Sametime Connect, Sametime Gateway, the just-shipped Sametime Advanced, and the upcoming Sametime Unified Telephony, how is Fred Adams, our Messaging and Collaboration System Administrator, going to handle all the growth for this product suite?
Will Fred Adams get a promotion or be told to hire a new person?
Will  Ida Engel be the second line support person for all this Sametime stuff, or will the support staff get expanded?

In your organization will Fred’s job grow to include WebSphere Application Server administration for the Sametime product suite (Sametime Connect, Sametime Advanced, Sametime Unified Telephony, and Sametime Gateway) or will he hire a new person to handle the Telephony Application Server aspects of administration, or, is your company already using WAS and will the WAS administrator take over these responsibilities?

For Unified Telephony,  whoever handles the Telephony Application Server will also need to work closely with Telephone Switch Network Administrator (SNA).  Will Fred bring in a junior SNA to help work with the organizations SNA?  The information collected from the Telephone SNA would be used to help configured the Telephony Application Server and the Sametime by the new hire or by Ida.  Users who need to be provisioned would be provisioned by Ida or the likes of Ida working on the WebSphere Application Server.  

Knowing Fred and Ida – how does your organization plan to change to handle the numerous Sametime products?
Who would administer Sametime Advanced, Sametime Unified Telephony and Sametime Gateway"
Do you think we need a new persona for someone who adminsters all these Sametime products or is it Fred Adams our Messaging and Collaboration System Administrator persona?

We'd prefer to have a conversation with  some of you about this, to understand your environments better. If you have time for a 20-40 minute conversation, please contact Michelle McDevitt, our Sametime Administrations UI Designer, at Mcdev@us.ibm.com

You can also feel free to post a response.




Categories : [   Sametime  ]

Mar 31 2008, 09:36:52 AM EDT Permalink



Friday March 28, 2008

Congratulations to Bill Chuck, our Lotusphere speaker coach, on the publication of his new book

Many of you who speak at Lotusphere have received speaker coaching from Bill Chuck. This past year, he really helped improve both the talks I gave-- the first with Matt Hatem  about customizing the look of Notes, and the second with Carrie Tracy about design directions. He was really supportive and even came to the beginning of the talk with Carrie, because he knew she was so nervous.

When he's not speaker coaching, it appears that he likes to write about baseball. His new book will be available Tuesday:

“Walkoffs, Last Licks, and Final Outs – Baseball’s Grand (and not so grand) Finales"

And he's also got an interview about the book here:
http://sportsontheair.blogspot.com/2008/03/interview-with-bill-chuck-publisher-of.html






Mar 28 2008, 10:03:07 AM EDT Permalink

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