user ethnographies: informing requirements specifications for ireland's, national, trusted...

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Dr Sharon Webb Requirements Analyst, Digital Repository of Ireland (An Foras Feasa, National University of Ireland Maynooth) Dr John G. Keating Principal Investigator, Digital Repository of Ireland (Associate Director, An Foras Feasa, National University of Ireland Maynooth) DH2013, Lincoln University, Nebraska (17 July 2013) User ethnographies: informing requirements specifications for Ireland’s, national, trusted digital repository.

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Presented at DH2013, Lincoln University, Nebraska (17 July 2013). The diversity of DRI’s community, that is national cultural institutions, university libraries and other higher education institutions, as well as their respective research institutes, national broadcasters and various independent and state bodies, requires reconciliation between their various perspectives. This paper will discuss requirements specifications in light of these stakeholder interviews and the national report, which form a crucial part of the information gathering phase of requirements engineering, and consider how user ethnographies can enhance our understanding of the user and their software needs.

TRANSCRIPT

Page 1: User ethnographies: informing requirements specifications for Ireland's, national, trusted digital repository (Sharon Webb, John G. Keating)

Dr Sharon WebbRequirements Analyst, Digital Repository of Ireland (An Foras Feasa, National University of Ireland Maynooth)

Dr John G. KeatingPrincipal Investigator, Digital Repository of Ireland (Associate Director, An Foras Feasa, National University of Ireland Maynooth)

DH2013, Lincoln University, Nebraska (17 July 2013)

User ethnographies: informing requirements specifications for Ireland’s, national, trusted

digital repository.

Page 2: User ethnographies: informing requirements specifications for Ireland's, national, trusted digital repository (Sharon Webb, John G. Keating)

Objectives

Introduction to DRI

Our Requirements Engineering Methodology (What is R.E.)

What and Why User Ethnography

Preservation, Interaction and Access (findings)

Access use case and requirements

Page 3: User ethnographies: informing requirements specifications for Ireland's, national, trusted digital repository (Sharon Webb, John G. Keating)

What/Who is DRI?

The Digital Repository of Ireland is an interactive national trusted digital repository (TDR) for contemporary and historical, social and cultural data held by Irish institutions.

It is a four-year exchequer funded project, comprising of six Irish academic partners - see www.dri.ie

Requirements Analyst - majored in CS and History, PhD in CS and History

Page 4: User ethnographies: informing requirements specifications for Ireland's, national, trusted digital repository (Sharon Webb, John G. Keating)

Current Status

Requirements specification completed - moving to requirements fulfilment. Meaningful mid-point.

Prototype of repository (HYDRA)

National Agenda - reporting on standards, guidelines, policy.

Metadata Task Force, IP/copyright Task Force, Business Task Force.

Page 5: User ethnographies: informing requirements specifications for Ireland's, national, trusted digital repository (Sharon Webb, John G. Keating)

Requirements Engineering (RE)

RE specifies what the system or product should do. It ensures that the system is built upon authentic user requirements.

Defines a projects objectives and helps to produce resources/projects/software that considers both the context (the user, the environment of use, the problem domain) and the software development effort.

Concerned with real-world goals, functions and constraints.

Page 6: User ethnographies: informing requirements specifications for Ireland's, national, trusted digital repository (Sharon Webb, John G. Keating)

DRI Stakeholder Engagement & Requirements

Stakeholder interviews served two purposes - requirements elicitation and policy development (understand the domain - the “problem”).

We asked about current practices in “analogue” and digital archiving.

Interviews captured core DRI requirements (from the content providers perspective) but more importantly helped foster relationships (and “trust”).

Page 7: User ethnographies: informing requirements specifications for Ireland's, national, trusted digital repository (Sharon Webb, John G. Keating)

Qualitative Method of Requirements Gathering

Ethnographies - the process as well as the findings.

Observing the practices, activities in a particular social and cultural setting (methodology/process).

Understand the context of use (technical/non-technical)

The big picture - a holistic approach

Page 8: User ethnographies: informing requirements specifications for Ireland's, national, trusted digital repository (Sharon Webb, John G. Keating)

Ethnography

Ethnography (the process): “Participant observation” was not possible but site visits (out in the field) often lead to demos (physical archive & digital) (“inventories”).

Ethnography (the methodology): The report. A descriptive understanding rather than a prescriptive (Payne, 2012). What they are doing rather than what they are supposed to be doing. (Users & readers).

Page 9: User ethnographies: informing requirements specifications for Ireland's, national, trusted digital repository (Sharon Webb, John G. Keating)

Problem domain

Understanding the “inside” perspective.

What social, practical, cultural activities do we need to take into consideration? What are the institutional social and cultural constructs (institutional eco-systems)

To build software that is “usable, useful and used”...(HCI, 2004).

Page 10: User ethnographies: informing requirements specifications for Ireland's, national, trusted digital repository (Sharon Webb, John G. Keating)

Problem domain: the “inside” perspective on...

Preservation: long-term preservation of digital objects.

Access: access (and access restrictions) to digital objects, reuse and repurpose, also sustainable access.

Interaction: user engagement and interaction with content.

Page 11: User ethnographies: informing requirements specifications for Ireland's, national, trusted digital repository (Sharon Webb, John G. Keating)

Long-term (Digital) Preservation (the problem domain)

“Preservation in my case is just making sure you have a back-up...”

“...the other issue, is that digitisation is not a proven technology and microfilming is and when we are thinking in terms of really long term preservation we have to be prudent with the material.”

Applicable to digitised material - what about born digital material? Conflict between “traditional” artefacts and new digital artifacts (sources, etc.)

Page 12: User ethnographies: informing requirements specifications for Ireland's, national, trusted digital repository (Sharon Webb, John G. Keating)

Long-term (Digital) Preservation

“Digital documents last forever...or five years, which every comes first” (Rothenberg, 1997).

Interviewees spoke of reviewing formats, etc., 5 years...

Seen as a future activity. While cognisant of the (future) problem not an immediate (proactive) activity (because of resources - technical, funding, staff).

_______________Short-term

Page 13: User ethnographies: informing requirements specifications for Ireland's, national, trusted digital repository (Sharon Webb, John G. Keating)

Interaction - engaging the audience (the problem domain)

“Access” not enough - need to enhance the user’s experience.

Noticeable shift in user expectations:“A PDF format...is not good enough anymore in terms of how people interact with [material]...[New] undergraduate[s] that come in...access and use the material in a very different form than perhaps ... even three years ago. And how they expect it to be delivered, how they want to manipulate it, how they want to use it [have changed].”

Page 14: User ethnographies: informing requirements specifications for Ireland's, national, trusted digital repository (Sharon Webb, John G. Keating)

Interaction - user engagement

Finding aids quoted as most important tool to support user interaction:

“the main user interaction...consist[s] of interrogating the online catalogue...”

60% provided additional tools Multiple channels (iTunesU, YouTube, social media) and devices (mobile friendly services).A growth area (future requirements)

Page 15: User ethnographies: informing requirements specifications for Ireland's, national, trusted digital repository (Sharon Webb, John G. Keating)

Access - content retrieval, reuse (problem domain).

Access Controls for a variety of reasons (IP, copyright, content, funding...)

Tension between openness and discoverability versus restricted access. (Humanities & Social Science domain).

“it’s our nations heritage & people should be able to see it and use it” but it is difficult to strike a balance because you don’t know “how people will [re]use it”

Page 16: User ethnographies: informing requirements specifications for Ireland's, national, trusted digital repository (Sharon Webb, John G. Keating)

Access - content retrieval, reuse.

Authorisation (verifying a user) and Authentication (granting or denying access)

Deposit agreements and end-user licenses (copyright, IP and reuse restrictions). Reuse and repurposing of content.

“Sustainable access” - essential feature of long term preservation.

Page 17: User ethnographies: informing requirements specifications for Ireland's, national, trusted digital repository (Sharon Webb, John G. Keating)

Access: Use Case & req. to support access controls

Grant or deny access - need to think about mis-use cases and the un-trusted user.

REQ-9 Implement Access Rights (Actor: Un-authorised User)

REQ-9.2 Grant Access Rights (Actor: Collection Manager)

REQ-12 REST Based API (Actor: Expert User)

REQ-51 Single Sign-on/Authorisation (Actor: Third-level student).

Page 18: User ethnographies: informing requirements specifications for Ireland's, national, trusted digital repository (Sharon Webb, John G. Keating)

Access - Use Case and Requirements

Features developed with demo projects

Acceptance tests - part of agile development.

Page 19: User ethnographies: informing requirements specifications for Ireland's, national, trusted digital repository (Sharon Webb, John G. Keating)

Things to consider:

User ethnographies and use cases (even requirements) versus features and acceptance tests (executable specifications/requirements- competing methodologies (agile versus traditional)

Feature development also user engagement

Acceptance tests - user “accepts” the behaviour of a feature (requirements fulfillment)

Page 20: User ethnographies: informing requirements specifications for Ireland's, national, trusted digital repository (Sharon Webb, John G. Keating)

Things to consider:

Diverse interests and concerns...but actually share similar problems (access, storage, preservation, user tools).

The perspective might be different but the solution may be the same.

Managing user’s expectations - scope of the project (requirements drift, creep).

Page 21: User ethnographies: informing requirements specifications for Ireland's, national, trusted digital repository (Sharon Webb, John G. Keating)

Thank you for your attention

Comments, Questions?

[email protected]

[email protected]