Adapt or Die, and The Fold is DEAD.

by Tracey Halvorsen on April 20, 2012

The human brain is a complex and amazing piece of hardware. However, it has limits. For example, it can only hold about seven things in its short term memory. So knowing what we know, and knowing this is based on scientific study and hundreds of tests on memory and attention, why on earth would we believe it was a good idea to cram everything up to the same limited space, make it the same size, same boldness, and same intensity? Is our desire to overwhelm viewers and force them to move on thanks to information overload? If so, buy yourself a beer—you’ve succeeded. Yet I can’t begin to tell you how many times clients get overly worried about what elements in a design will fall above “the fold.” As if scrolling is this strange exotic dance that only some of us know how to do. As if most of us sit there, limp-wristed, slamming our palms down on the mouse because clicking is all we simple humans understand. As if we are still recovering from missing out on that great story National Public Radio just published because GOD DAMN IT it was below the fold and we didn’t know anything was down there.

If we go back to where this notion of “the fold” comes from, and how it made its way into the web and UX lexicons, we can immediately see some problems. The “fold” essentially referred to the fold in a traditional newspaper—remember them? Anything on the front page, above the fold, would be seen by the prospective buyer. So you wanted your top stories to not only be on the front page—you wanted them above that evil fold so you would SELL MORE PAPERS! Simple idea, makes sense, I can get behind it. And in fact, the last thing I would do would be to use precious above-the-fold space for things like a table of contents or an indexing and categorization system. I’d be putting my biggest, baddest stories front and center, even using precious expensive inks to ensure the gore was displayed in all its glory. This is what sold papers. This was the “hook,” the “bait,” the “lure,” and it doesn’t work if you can’t see it. But you see, my friends, this matters not when we are offering up free content. We don’t need to sell. In fact, some might say selling makes you look, shall we say, desperate. Desperation turns us off as human beings because we are programmed genetically to be picky, ensuring our species will prevail and our genetic strengths will carry on. Yet we are still acting like our Internet content is just a newspaper online.

With the magical Internet, we don’t actually touch paper, and words and pictures can move. We don’t even have to pay for that paper anymore (sorry, New York Times, I know you’re still trying to figure that one out). And since we don’t have the same interfaces, the same principles rightly should NOT apply—right? Yet when the magic Internet appeared, we all still thought about it like a newspaper. Much the same way, when television first arrived and began to replace radio, the early shows were simply broadcasts of people reading the radio programs. We weren’t using television for its true potential; we were just trying to move our old methods into a new interface. Eventually we figured out the best way to use television was to let Ryan Seacrest create shows about idiotic pornographic egomaniacs and see how many of us would actually watch them.

We don’t open the Internet up like a paper; we aren’t limited to a set dimension of paper that holds the information, and we get our information in a variety of formats depending on how we choose to consume it. There is no more fold. But there is an ever-growing expanse of consumption options and devices. I may get my headlines via the Twitter format, where a short blurb is Tweeted with a link to the full article. I may see this on my mobile device, save it for later, and then consume the whole article on my iPad. I hear people talking more and more about how they only use their desktops at work, and all home media consumption is happening through a variety of devices. The entire experience of how we consume information has changed, and the Internet has evolved to be far more than an electronic newspaper or brochure. It is a new way of consuming information, and it requires its own interface guidelines. These guidelines must be, in part, shaped by the device you consume the media from, right? Well, maybe not. Let’s review. So first we had cave paintings, then symbols, then spoken language, then written language, then early manuscripts, then the printing press, then the radio, then the television, then the Internet, and now …. whoa, now it’s like, everything is exploding, dude. My car provides media from the Internet; so does my phone, my television, my iPad, my game console. Soon my fridge will be providing and consuming information from the Internet, and so will my alarm system, my medicine cabinet, my shoes, the embedded devices in my body … we can just keep going.

The Internet essentially killed the entire idea of a single interface or method for consuming information. The Internet made information extremely portable and sharable, and that is now spawning a culture in which everything will be connected, and it won’t be about “the fold”; rather, it will be about users’ preferences about how, where, when, and on what device they consume their information and contribute their own information back into the system.

The conversation needs to be about this new process we are engaged with, and how we will adapt our thinking (as designers, developers, and consultants) to best suit the realities of our new interaction era. This is a reality, folks, and we’ve gone way past “but do users scroll?”. Stop asking the wrong questions, and look at how you are using the Internet and how you prefer to use it. Karen McGrane, a UX expert who recently spoke at An Event Apart in Seattle, discussed NPR’s approach to content publication, called COPE: “Create Once, Publish Everywhere.” This mindset has allowed NPR to have one of the most successful (and efficient) publication processes—spreading their content in appropriate formats to users who are consuming it in a variety of environments on a variety of devices. NPR gets it. We need to get it too. We all need to ADAPT.

It’s not about the words and pictures and where they sit on a page. It’s not about those words and pictures and where they sit on a screen. It’s about the words and pictures being “consumable” across an ever-widening sea of options. McGrane refers to this new way of thinking about adaptive content as a “chunk” approach, stating, “Create platform-agnostic chunks first, then determine how best to deploy to a multitude of channels.” By removing the page context from our thinking, as designers and UX thinkers, we can begin to explore more important ideas. Ideas about story, audience, participation, context, relevance, and usefulness. Suddenly the idea of meta content becomes exciting again. Classifications and tagging will find a use case! If we can learn to think about content as important information that isn’t restricted by a page layout or device format, we can begin to allow the content to become much more useful for the intended audience. Our content will become adaptive only when we learn to think adaptively. This is not a native way for us to think when it comes to content.

The Long Tail showed how the introduction of electronic music formats allowed users to have a much more expansive set of choices, no longer bound by the physical restraints of the record store and its inventory. A similar revolution is happening today with content, and with the publication industry in general. I can remember getting my first MP3 player years ago, and how amazing it was that I could purchase (or download for free from Napster) music and listen to it on this device. I didn’t imagine that a few years later I’d be using the same size device to do everything from watch movies to conduct online banking to get breaking news from community-sourced networks in real time.

But here we are. Magic is happening again. The question is, are we able to free our minds from conventional and outdated ways of thinking so that we can truly embrace this new era of interaction? I suggest we start by no longer talking about “the fold” and instead start talking about chunks. If you want to call it adaptive content strategy, fine—that sounds nicer. But let’s all agree that we aren’t talking about electronic newspapers anymore, and let’s start figuring out how to adapt our content to this new magical world we live in—a magical world where we aren’t limited by the physical device providing the content, and are in fact seeing an exponentially expanding variety of devices, methods, and mashups offering this content up to us. Options are unlimited. Yes, this all requires us to think harder and do more work (sorry). With this great power comes great responsibility. How will you adapt?

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Strategy, Schedule, Consistency

by Justin Kropp on March 23, 2012

Recently, during a lengthy project kick-off, the question of content strategy came up—not so much the nuances of what it is or how it is executed, but rather what it means for the client post-launch. In “Design & Content, A Mutual Partnership” I briefly discussed the role we play in educating the client about how to nurture the project after our job as the design agency is done. In the context of this new discussion, I’d like to briefly explore three items that will help make the client’s role in nurturing this content easier: strategy, schedule, and consistency.

Upon project launch,  a thorough quantitative and qualitative content audit has already been conducted, which has allowed us to clean house and rid the site of all unnecessary content that had been collecting dust for years.

Strategy

Decide what the content is (types, topics, etc.). Are you curating user-generated content from Instagram or YouTube, for example, or are you producing original content—by staff within each department, by designated members of the student body, etc.? Determine who is going to be responsible for writing which content and what the tone and voice of that content will be. Once these content wranglers have been identified, make sure they understand that they will be held accountable for creating and maintaining it. Perhaps most important is to educate and empower these people to make decisions about the content that are supportive of the main goals and objectives of the project. The last thing you want is a plethora of quality content coming down the pipe that misses the mark on supporting the core purpose. Whoops!

Schedule

Develop an editorial calendar and stick to it. You’ll be better able to maintain your content creation/curation responsibilities if you develop your own calendar, rather than relying on one of the many found through searching online. For a more in-depth look at editorial calendars, please read Melissa Rach’s article over at Brain Traffic.

Consistency

All your efforts in developing a strategy and putting together an editorial calendar that serves your needs are for naught if these efforts are inconsistent. Just as the tone and voice of your branding and marketing efforts online must not deviate from the style guide, the content strategy should maintain a steady course.

There’s no need for a timid approach in discussing content strategy with clients. You can help mitigate their anxiety by discussing the points above and outlining their role in each phase. Empower your client to take full advantage of their content strategy and they will thank you.

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Create Content that Feels Like a Memory

by Tracey Halvorsen on March 21, 2012

The study of human behavior has taught us that we make decisions based on memories. As Daniel Kahneman points out in his TED talk, “The riddle of experience vs. memory,” we often make a decision based on a positive memory we have of a past experience. If I asked you if you’d pick the same pleasurable vacation you have positive memories of, but you’d have all your photos deleted and be given a memory-erasing drug upon your return, would you choose the same vacation?

So how do we make decisions based on something of which we have no memory? We look for similarities, and oftentimes, we look for other peoples’ shared memories to base our decisions on. Just think how powerful Amazon’s ratings system is for consumers. You are making a decision based on the shared opinions of strangers, based on what are now memories of using an item. We put a lot of trust in these shared experiences and memories—even if they are from strangers. We don’t care what the company is trying to say to us, because they are trying to create an action, a result, a sale. Someone sharing a memory has no vested interest in the outcome, except the enjoyment of sharing. How powerful the individual has become compared to the reach and influence of an international company!

One of our biggest challenges when working with clients is not just teaching them about the importance of content, but also teaching them how to create good content once we are gone. So I want to offer some advice on ways we can put our ideas into practice. Here’s one way.

When thinking about any kind of content—be it a home page feature, a profile, a blog post, or a section of a Website explaining a new “thing”—try to create that content as if it were a memory. How in the heck do we do that? Let’s break it down.

Oftentimes when we recall content we would consider memory-oriented, it’s in journals, quick emails to update friends and family, and, often, pictures or videos. Sometimes a song elicits a strong memory. And if we ever get the technology that can create smells—well, then we will have a guaranteed memory generator! Did you know that people who lose their sense of smell are most depressed because they can no longer elicit fond memories that only came from scent? However, I digress; we aren’t capable of adding smell to the Web—yet.

So the power of the image, and the perspective of that image or series of images, is critical. Sure, we all have pictures of the perfect sunset from our vacations, but the really great memories often come from the pictures that tell a story, the email recounting a crazy adventure, the video that catches a group of friends enjoying themselves candidly. Or a single shot of a person leaping into the air off the edge of a boat. The picture doesn’t need to tell an entire story, but it should feel like you were there, like a story was being made—a story that would become a treasured memory. These are the real memory generators, and the most enjoyable types of content to consume.

So the next time you sit down to write a blog post, can you make that post feel like a memory? Can you change your perspective around? Can you make sure you’re talking about something as if it’s a fond memory of a vacation or an experience? Using memory as a way to get you to be more authentic, genuine, and candid is a great tool for content generators. Give it a try! And especially keep it in mind the next time you’re shooting photos or video, or selecting them. Were you drawn to this blog post because of the picture? If so, good—it’s one of my favorite memories of spending a day in Rehoboth Bay with friends.

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Design & Content, A Mutual Partnership

by Justin Kropp on March 13, 2012

The world of design has always had a precarious relationship with content—at times embracing it as an intrinsic part of our profession while at others decrying it for meddling in our precious form. In the world of print, content has a finite lifecycle. A concept and strategy is born. Through endless meetings and countless hours of editing, it grows and matures. In the end, the finalized content is handed over to a designer. She’ll study it. Make notes and lists. Pull out keywords from the content in hopes of discovering a pattern of buried ideas from which to build a solid design direction. The designer will craft an armature of sorts, which allows her to shape the content—bringing it to life through her design. That content dies, in a manner of speaking, on the page. Think of it like Han Solo in carbonite, sans the ability to be unfrozen. There is no updating or maintaining content in the print realm. When the job is printed, it’s done. Next project.

The relationship between the design and its content will always fail if it is simply a coexistence or cohabitation without interaction. One must communicate with the other. How can design faithfully serve content if it is blind to its partner? It can’t.

The same is true when we bring design and content together onscreen. We must look at the overall project objectives and strategies in order to craft a designed experience that reflects those objectives and embodies those core strategies. As design professionals, it is our job to ensure that our concepts embrace and nurture the content from beginning to end. It all sounds quite “business-y” and, well, it is. Every project starts with a set of business goals. These goals are typically the result of identifying and studying some underlying problem that has arisen and needs to be addressed. Any time we are brought in to work with an individual, an institution, or an organization, we should approach the project not as a design team, but as a team of creative problem solvers, storytellers, and partners. It sounds cliché, but it’s what we do. There’s always a story to tell, and we must find innovative and compelling ways to allow that story to be told—in both the content strategy and the design.

In Kristina Halvorson’s Content Strategy for the Web, she points out that most project schedules put off the actual content development until the end, ultimately forcing bits and pieces of the story into places where they don’t belong. Nothing good will come of this. Develop your content strategy in the very beginning of the project and make sure that all involved stakeholders understand that strategy. It is these stakeholders—essentially, the client—that will be responsible for continuing the content strategy that has been developed for them after the project launches. Unlike print, when the site launches the project is far from over. It grows and evolves. The content strategy, done right, can ensure that this growth is manageable, consistent, and effective. Every content strategy is unique and will involve a bit of client education. It’s not only part of our job, but the client will appreciate that you have spent time giving them the knowledge that they will need to ensure and continue the project’s success.

This is not to suggest that a solid content strategy is a silver bullet. On the contrary, developing and curating engaging content and implementing an effective strategy is just as important as the home within which it will live. The most successful projects are the ones that acknowledge that design and content are a mutual partnership.

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Curation is the New Content Creation.

by Tracey Halvorsen on February 29, 2012

Everything is a remix. This great short film by Kirby Ferguson reminds us all that everything beyond the first atom splitting is essentially a remix. The universe and all parts of it are in constant change. Chaos is the norm. So looking for originality and even the notion of creating something totally new—well, it’s simply impossible. Once you come to terms with this, the world becomes a much more interesting place from a content creator’s perspective. Staring at a blank page or canvas and trying to come up with something new is a daunting task. But a remix? A curatorial exploration of past creations? A gathering of things that already exist in order to provide a new perspective? How very metamodernist of us.

As a company that develops tools to empower other people who think about content and publications, we must embrace this idea and explore it fully to understand how to best craft our tools. It is not simply appropriate to think of content as “blurbs” (as discussed by Sara Wachter-Boettcher in her article Future-Ready Content) that exist in little bubbles. As the Web has evolved and the devices we use to view the Web have evolved, the idea of curation has taken some leaps ahead in terms of how we create, digest, and share content. While our own independent musings about the breakfast we ate or the asshole we had to deal with are fascinating to read on social networks, what is becoming more and more interesting is sharing what we are consuming in terms of other people’s content. And those “other people” are becoming much more used to being interacted with.

A recent study conducted by the Pew Research Center found that only a small portion of people on social networks like Facebook are actually “power users”—users that create content and perform actions on a regular basis. Many others are simply passively absorbing it, and some are curating it. By curating, I mean they are finding, rearranging, adding to, and then re-sharing things they find. If I had to only post original thoughts or creations on social networks, I would probably post 50% less than I currently do. What I do with the rest of that 50% is share, re-post, comment, like, or otherwise add my voice to an existing creation. The vast majority of Facebook users are reacting to outside curators seeking to engage with them, by reading a comment, accepting a friend request, or reading a message. Today, the experience of content creation is not a one-way street; there are those that are creating or curating the content or the interaction, and then there are those who react to it or interact with it. As a collaborator I can now participate in many more conversations and experiences than I could before the Web. As a curator, I can now share more of the things that make up my world with far more people who have a variety of perspectives than I could before the Web.

This new realm we exist in is what is propelling our clients to ditch their static Websites and their content blurbs and actually want to re-engage from a different vantage point. It’s not about the visual design, the bells and whistles, the apps, the widgets, the customization—it’s about the content. This realization struck fear in many when they first realized it. To focus on the content immediately puts immense pressure on the notion of creation. I went to art school and hold a BFA and a MFA, and still, standing in front of a blank canvas is intimidating. For people who aren’t natural creators, imagine the stress! However, fret not, creators of the content—because as we know, it’s more about curation than it is about creation.

Look at new services like Pictarine and Pinterest that have sprung up and become hugely popular in mere months. What is so appealing about these services? I believe they play to a natural human desire to share and curate things—in particular, images. It is human nature to collect, organize, approve, and curate elements in order to tell a story or preserve memories. And they allow us to create our own “exhibitions” by borrowing from others’ collections or creations. Remember, everything is a remix, a collaboration, a bit of inspiration sparked from one source that carries over into a new one. Even as I write this post, I’m borrowing from concepts I’ve read elsewhere or gleaned from a conversation with industry peers or realized in a flash of inspiration while reading Sky Mall on an airplane. Thoughts, ideas, “content” don’t originate from nothing. So how do we capitalize on this?

There are ways to help this become a workflow instead of a logjam. Of course, first you must know who you are and what your basic vibe is. Are you the MOMA or an independent gallery? Are you a high-end Mexican restaurant or a funky neighborhood joint serving local fare? Your “brand” sets everything—the “knowing” of who you are. Start there. Then, who are the players in your band? Who sings the songs or tells the stories or welcomes the eaters? We frequently talk with our clients about the importance of establishing governance and audiences. You must start with the basics. Who is telling the story? And who is the story being told to?

Now you have some guidelines—but still, everyone is frozen with fear. What do I write about? How do I start a story? Who takes the photos? I stare at blank boxes in my CMS, with [null] to inspire me. Here is where we feel the tools of content creation and generation must be improved. We must provide the same sandboxes we are experiencing throughout the rest of the Web within our content management systems. We must find ways to empower people to become curators as much as they are creators. We must also find ways to build on what we are already doing—snapping photos on our mobile phones, logging our geographic locations, re-posting from friends “social streams,” and actively searching on the Web for things we are interested in. How much does Google assist in your daily conversations?

How do you start thinking about curation? A curator (from the Latin “cura,” meaning “care”) is a manager or overseer. Traditionally, a curator or keeper of a cultural heritage institution (e.g., gallery, museum, library, or archive) is a content specialist responsible for an institution’s collections and involved with the interpretation of heritage material. The object of a traditional curator’s concern necessarily involves tangible objects of some sort, whether they be inter alia artwork, collectibles, historic items, or scientific collections. More recently, new kinds of curators are emerging: curators of digital data objects, and biocurators. – Wikipedia. Hans Ulrich Obrist, a highly regarded art curator, states, “… I believe ‘curate’ finds ever-wider application because of a feature of modern life that is impossible to ignore: the incredible proliferation of ideas, information, images, disciplinary knowledge, and material products that we all witnessing today. Such proliferation makes the activities of filtering, enabling, synthesizing, framing, and remembering more and more important as basic navigational tools for 21st century life.”

So am I a curator? Are you? If you are overseeing the interpretation of your brand, then you are indeed a curator. So now you have to learn to think like one. You have to break out of the content constraints that the infancy of the Web have taught you. Stop thinking of content as “Introduction,” “About,” “Contact,” “News,” “People,” “Events,” etc. How incredibly boring we have let content become! Yes, yes, your Website has to provide some basic functions formerly handled by the YellowPages and dialing information on the phone. However, beyond basic necessities of “action,” I would argue that content can be much more exiting than we are giving it credit for. It doesn’t need to be National Geographic-quality photos alongside an article about free-climbing Mount Everest in shorts and sandals. It doesn’t have to be multiple paragraphs; it doesn’t even need to include words. What it does need is “authenticity” and “perspective.” Having something to say vs. just saying stuff is a big difference from your audience’s perspective.

To be a curator, you have to ask yourself, what matters to me? If you are a company, a college, a group of people, or an individual, you have to have a position. This is the litmus test for what you care about and what you don’t. It lets your audience know who you are and what they can expect when they engage with you. Some curators take huge risks and combine things previously never thought to share any similarities, but through the combination a new dialogue is created. Some curators reinforce a notion or support a proposition about a particular concept or historical period of time. Some curators invite public collaboration in order to create the experience. This collaborative and interactive process seems to be the nature of current curation online, and what people are being drawn to. We expect to participate, to engage, to see reality before our eyes, to have no filters or delays in place, no censorship, no central authority; almost defining such a lack of structure as “chaos” may be the current curatorial trend. Obrist continues in his article “To Curate,” stating, “To curate, in this sense, is to refuse static arrangements and permanent alignments and instead to enable conversations and relations. Generating these kinds of links is an essential part of what it means to curate, as is disseminating new knowledge, new thinking, and new artworks in a way that can seed future cross-disciplinary inspirations.” He finds that as we exist now in an era of overabundance and reuse, we must focus on what curation empowers us to do. “Curating can take the lead in pointing us towards this crucial importance of choosing.”

The other notion I think we must address is the notion of randomness. Increasingly, we are exposed to the power of randomness, as we can see it unfolding every second of every day through multiple media that provide real-time sharing of events. This ability to see the world’s events unfolding before our eyes in real time with no filter has an effect on our psyches. It is a constant reminder that the universe operates in a state of randomness. Chaos is more the norm than predictability. Scientists will tell you that embracing the unknown is one of the foundations of good science. Nothing can ever be exact, even in mathematics—a supposed exact science.

How does one embrace randomness while trying to curate? You need to have the ability to allow any new element or idea come into play within your curatorial toolkit at any time. You must not operate with a closed or restrictive set of parameters as you seek to curate. You need a very full palette of colors. The Web and those creating experiences on the Web are adding to these colors every day—and empowering us all to expand our resources as we seek to curate. For example, I used to think all I may want to do in order to act as a publisher would be to upload a picture and some words. Today, there is so much more that could be part of the story I am telling—through the act of curation. The picture comes from a subset of other pictures, not even taken by me, that share some similarities. I tag my picture with the word “universe,” and the Internet and all the other publishers throughout the connected net allow me to open one window of my story to the concept of “universe.” My words include references to a physical place, where people were meeting to discuss the universe. This place includes a whole myriad of additional information, created and curated by others, that may or may not make it into my curatorial process. Each person carries a string of data and images that I can summon from any number or online resources. My words combine to discuss an upcoming event, where people will gather at a place to discuss the universe, and now I’m able to cull a whole new type of elements, action elements, that have to do with registering, traveling to, and staying nearby for the event. As my story unfolds, I am naturally having to curate from all of these branches in order to facilitate the experience I seek to convey. The Internet and all the resources that have sprung up are offering us ways to more effectively curate. We are not creating the hotels we will link to or the people’s bios we are including in our write-up of the “Universe Event”—we are choosing to provide access to them in a newly organized format in order to convey something new.

I write about this from the mindset of a curator but also a tool maker. Our content management system, BigTree CMS, will soon be released as open-source software. As we make the final adjustments to it and consider how it must evolve, and how we hope the community will contribute to it, we recognize the power of collaboration and curation. One of our goals for BigTree always been that it not only be more of a “Content Curation System” as much as it is a Content Management System, but also a tool that can become stronger with the feedback of the community. We will look to the community, to the power of randomness and unpredictability, to help us chart our course. It makes no sense to sail this path alone when we have at our doorstep the ability to ask every drop of water in the ocean for input. We can only curate when we have a rich pool to draw from and the necessary tools with which to scoop them out and pour them into our new stew of ideas.

Going forward in your daily activities, try to put the emphasis on being a curator and see how it changes your approach and frees you up to be more prolific, engaging, and ultimately authentic. Joining the conversation is much easier than starting a new one in an empty room, and everyone has something to say.

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Sites We Like.

by Tracey Halvorsen on February 28, 2012

I was asked recently by a potential client to show them some examples of sites we liked, as a way to get a better sense of our tastes and preferences. After we met as a group and came up with a list, and then whittled it down a bit to remove anything overly redundant – we came up with this, and I thought I’d share them with you.

/*************
Sites We Like
*************/

http://www.iwc.com/en-us/

http://www.urbanears.com/

http://www.editsquarterly.com/

http://www.fourseasons.com/

http://www.freitag.ch/

http://targetnuclearweapons.org.au/

http://zooadvertising.com.au/

http://blindbarber.com/

http://heydays.no/

http://caravanonexmouth.co.uk/

http://www.rappfrance.com/

http://www.ycoyacht.com/

http://www.monet2010.com/en <— Flash

http://explorer.muralarts.org/ <— Flash

http://www.thinkingforaliving.org/

http://www.icp.org/

http://playspent.org/

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A Pioneering Approach to College Admissions

by Marianne Amoss on January 20, 2012

This post was written by Marianne Amoss, Fastspot’s content strategist and resident writer.

What is the next generation of admissions marketing? And how can we integrate Web marketing and print marketing? These are questions that plague universities and colleges across the country, as they struggle with the cost and manpower required to keep materials updated and accurate—and see classes of increasingly Web-savvy students coming through their doors. When Tufts University considered these questions, they naturally turned to Neustadt Creative Marketing, which had worked with the school on undergraduate admissions for the schools of arts and sciences and engineering and on a university-wide brand strategy.

Tufts is a highly selective private university in the suburbs of Boston. NCM, a seasoned expert in providing marketing services to educational institutions, knew that Tufts would be ripe for a smart, creative approach. They launched an extensive, five-month-long market research project among prospective students and their parents to start to answer that question. Out of that research, NCM defined a series of marketing goals that altered the messaging strategy that Tufts was using, says Mark Neustadt, principal of NCM. What did they settle on? A relatively unconventional plan, says Neustadt: an “integrated program that abandoned the traditional package of print materials entirely and replaced it with a three-times-a-year magazine which coordinated with an admissions ‘microsite.’”

Once Tufts adopted the report’s recommendations, NCM brought Fastspot in on the project; the two companies collaborate frequently under the name Door No. 2. Together, the two teams worked together to design and develop the magazine, concept the stories, write the first issue, develop the Web design, architect the Website, build it, load in the content, and finally launch the joint project on 11/11/11. Fastspot also created a new virtual campus tour for Tufts, which launched at the same time.

The magazine, named Jumbo after the school mascot, is now published online and in print three times a year and mailed to students in the admissions funnel. The site and magazine are run on Fastspot’s BigTree CMS, a user-friendly content management system that allows the Tufts admissions staff to easily update admissions information and keep up with trends without assistance from their internal IT team. “Viewbooks can take over a year to develop and are very costly and difficult to update,” Neustadt says. “A three-times-a-year magazine is relatively economical to update and can be much more responsive to changes going on in admissions.”

jumbo, tufts' admissions magazineIt’s important to note that this program does not completely do away with print—or migrate everything to the Web, Neustadt says. “A lot of people think that’s what this is all about. This is not about eliminating print. But what is has done, which is incredibly exciting, is create a print program that is consistent with the pace and the energy of the Web.” Tufts now has an admissions microsite that is essentially separate from the main site; Door No. 2, which loads in the content for each issue of Jumbo (with minimal tech support), serves as “managing editor,” helping ensure that the content is consistent, professional, and on-strategy.

Since launch, the site has been enormously successful. Analytics show that the site is getting lots of traffic; the dean of admissions, Lee Coffin, often gets several dozen comments on his blog posts. “One of the successes of the design has been the integration of social media and the content,” says Neustadt. And Tufts has gotten students involved, creating a student group whose charge it is to create new content; you can see student-generated photos and content throughout the site. “Tufts has a superbly run admissions operation, and they are at a point in their evolution as an office where their staff feels energized and capable to take this on.”

There are lots of moving parts, and they all mesh together, seemingly effortlessly, from the print magazine to the Web to the social media. As Neustadt puts it, “It’s a smart approach to print.”

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Why Documentation Is Important

by Tracey Halvorsen on January 11, 2012

Today I was reading a post by Ryan on 37signals’ blog Signal vs. Noise called The Documentation Dilemma. Ryan proposes that the act of documentation and creation of project artifacts is a symptom of a bottleneck in the value chain. He implies the documentation process can slow down the creative process to the point where you either:

1. Produce design ideas at the pace of development, or

2. Freeze ideas in the form of documents, diagrams, and requirements until they are ready to go later on in the process.

I think this is an oversimplification of documentation, and when, where, and why it’s important to a project. I live in the land of client services, where every project involves a new set of stakeholders, participants, audience types, and overall business objectives. Ryan’s team is developing one set of products, used the same way by every customer. There is little customization or need for bureaucratic buy-in as they are their own client, and the strategy may already exist and be a given. However, I see 37signals’ thoughts and propositions on workflow often espoused by design agencies and firms working with client services, and unfortunately I don’t think they overlap well. While we can all appreciate an expedited process and it’s the very reason we hold the annual X-Day at Fastspot, it is not a system that can support long-term complex client projects.

This tendency to assume documentation is a waste of time—or as Ryan puts it, “I used to think design teams made so many diagrams and documents because… well, they like that sort of thing.”—greatly devalues the importance of clarifying important issues and goals in writing. It is immature to say that some people just like that sort of thing, when in reality, unless you are an extremely detail-oriented control freak who is trained or gifted as a writer, you probably dread the notion of having to create detailed and important documentation when you’d rather be coding or designing. No, documentation is not something people just do because they like to do it; it is actually important. However, documents and their usefulness should always be held up to scrutiny, and improvements should be made whenever possible. Just as the design process should seek to create something perfect and useful for the client, so should the documentation. Documentation can be the first set of deliverables within an agency process to become outdated, stale, or redundant—mainly because they are dismissed as unimportant or left to a lackluster team to plod through begrudgingly. This doesn’t need to be the case if we throw out what we think documentation means and seek to find more meaningful ways to integrate the process of documentation.

I find myself interviewing designers and developers these days and spending as much time looking at their writing skills as I do their technical and design skills. I place a tremendous amount of value on someone’s appreciation for and ability to conduct strategic thinking. We live in an age where a knee jerk reaction is to “just do it” or find the “app for that” problem. However, you can’t replace good old fashioned brainstorming, and the results of that kind of thinking must be successfully documented. Documents can be exciting, inspiring, and creative forms of expression. Documents can be “living” data, intended to be evolving road maps that can empower a client team long after the vendor has left and the project deliverables have been handed over. Documents are often the foundations that survive the longest and inform the next iteration of thinking. They are building blocks that should inform the future, not create problems or bottlenecks for the present.

Some of the most important documentation we create for clients is where we restate recommendations or strategic goals. While one may argue that this is a rehashing of a productive group conversation, what many who are not as familiar with management roles may forget is that important people who have some say in the progression of the project may not have been part of these group collaborative conversations. Often, teams must move strategic goals and recommendations up the pipeline for approval, sign-off, and budget allocations. These stakeholders often don’t have time to sit through the nitty gritty of the conversions and brainstorming exercises, but they do need to see the final documentation. This paper trail will also serve as reminders to new members of the team who come on board mid-project and need to catch up. It’s a reality that teams will shift, and the last thing you want to have to do is backtrack because a new VP of communications is hired. Documentation, when done successfully, can keep forward momentum in place and keep the team focused.

Additionally, documentation creates trust. We’ve all sat through great meetings only to see good ideas forgotten, see tasks fall to the wayside, and get stuck in those frustrating loops of “well … we talked about this, so I assumed it was going to happen.” Documentation sets expectations, provides clarity, and creates safety nets. It prevents outliers from coming in and playing “dumb” and derailing a project. It prevents clients from bullying vendors with the old “we talked about this” game. It prevents vendors from talking a great game but playing “dumb” when it comes to the deliverables. It provides a sense of accountability, and it gives teams something to cross check against.

One of our documents is the Creative Brief. One part of this document is a list of keywords describing the tone and style of the design. This document is formed after meetings and is based on collaborative discussions and fact-finding sessions and research. The list of keywords is short and to the point. However, this list is often referenced during the course of the project by the designers, the developers, and the client. If one of the keywords is “friendly,” we have documentation (approved and signed off on by the client) which empowers us to make certain decisions and have them backed up. It prevents an outlier from coming in mid-project and saying, “This should be more slick-looking” or “Why are all these colorful icons included?” The documentation sets things in stone. It reminds, reinforces, clarifies, and limits the scope of the project. Without documentation, we often find ourselves in never-ending circles. Even the mere act of writing something down gives it more legitimacy.

We know that writing is a helpful tool for memory, we have learned that lists help keep us organized, we have even seen studies that suggest the act of writing something down ensures it has a higher likelihood of succeeding. Many of us were told by parents to write down pro and con lists before making big decisions. We often can’t see something clearly until it is clearly written out before us. Perhaps the problem with documentation is the tendency toward wasted words and ineffective thinking? I suspect the issue is not with documentation, but with the types of documents being created for the purposes set in place. I also just have to say I find it ironic that someone at 37signals is talking about documentation being a waste of time when their most popular product, Basecamp (which we use and very much like), is essentially an application for better organizing and sharing documentation.

Ryan from 37signals ends his post stating, “Documentation may be necessary when your throughput is low, and that’s an opportunity to see documents not as charming deliverables but as warning signs of a deeper problem in your process.” I would argue that a lack of documentation that is focused on strategic thinking and establishing foundations should be a warning sign of a deeper problem in your process. At Fastspot our “throughput” is anything but low, and our productivity is accomplished with a small team that prides itself on efficiency. Yet no one here would argue on the pointlessness of our documentation. Sure, documentation might have gotten a bad rap from all the poorly conceived ones that exist in the world, but that doesn’t mean the process of documentation is faulty. When documentation is a recording of a strategic and creative process focused on clearly outlining issues, goals, recommendations, and guidelines, and created in a way that empowers collaboration and revisions in the future, it is one of the most important phases of any project.

What do you think? Have you seen documentation derail productivity or the creative process? Do you have a unique process for generating useful documentation? How do you keep clients with bad habits from forcing you to spend time on worthless documentation and instead generate productive documentation? We’d love to hear from you.

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The Making of a New Online Museum

by Tracey Halvorsen on November 11, 2011

When the Walters Art Museum in Baltimore Maryland approached Fastspot to help solve one of its core challenges, allowing online visitors to browse its collection of works, we jumped at the opportunity. Here is a recap of some of the hurdles, surprises, successes, and failures that we encountered during the course of the project, with insights from Curt Kotula, Art & Technology Director and the lead designer on this project, and Ben Plum, Interactive Designer & Producer and the lead developer on this project.

UX Challenges
The Walters Art Museum has a huge online collection containing thousands of images. Just like the artwork featured in the images, you can’t count on a consistent image aspect ratio. Images range from the absurdly wide to the ridiculously tall, creating a huge layout challenge for us. You also can’t just crop a work of art—it’s impossible to set a standard size, and one solution will not work for all situations.

We attacked this problem on two fronts. First, when browsing, the artwork thumbnails are organized into columns instead of rows, allowing the variety of image sizes to cascade down the page without wasting space. Second, the artwork detail page is organized in such a way that the supporting content flexes and shifts to fit the aspect ratio of the image; wide images span the width of the page with content below, while tall images fill the left side with content to the right. Our goal was to let these beautiful images be the focus no matter what shape the artwork happens to be.

Browse Simple, Make it Stick
The best part about visiting a museum is stumbling upon a piece of art that sticks with you long after you leave. We felt that browsing the Walters’ online collection should also provide that experience. When the project started, there were over 7,000 items in the collection (currently there are over 11,000!). Increasing users’ access to this impressive body of work and overall “browsability” are two of the main objectives for the project.

We engineered several distinct browsing experiences to promote discovery and surprise. Users can browse by category, material, date range, location in the museum, creator, place of origin, tags, and popularity in the community. We engineered browsing options for a variety of audiences, and these options are presented in a simple and direct tabbed interface.

How Many Clicks Does it Take?
Have we mentioned how big the Walters online collection is? Paged results are a necessity when dealing with thumbnail images. Too many images would cripple older computers or take too long to load over a slow Internet connection. Too many pages make larger result sets a bear to navigate.

We asked ourselves: How do you navigate seventy pages of image based results with the same ease and control that you navigate three? How do you conveniently navigate a thousand individual works of art? We decided to throw out the traditional design pattern of numbered pagination (1, 2, 3, 4, 5, 6, 7 … 450), instead opting for a custom solution based on the ease of drag-and-drop. We engineered the pagination system to give the user fine-grain control; the user can step through smaller result sets with the “next” and “previous” buttons, while large result sets can be quickly navigated by simply dragging the handle to an exact page or piece of art. Every result in a particular set is now easily accessible—no more skipping 10 pages at a time just to get to the center of the set.

Community Organizers
Another challenge was that the previous version of the Website offered user curation tools—they are popular with teachers and museum staff but were not well-utilized outside of those audiences. The ability to organize and curate art isn’t just an important tool for educators; it also helps art novices and children alike begin to analyze and appreciate art by making their own connections.

We needed the barrier of entry to be low and the result to be useful and fun. We decided to use Facebook connect rather than managing our own user system, allowing anyone with an active Facebook account to get started quickly and easily. Finally, we branded the curator feature “Community Collections” and brought recent collections to the homepage to promote the feature and encourage sharing.

Programming Challenges
Modern museums have internal database systems for cataloging and archiving collections. The most popular choice for large institutions seems to be the Museum System by Gallery Systems. We don’t doubt that TMS is a fantastic offline collection management system, but simply put, the Web extensions offered are lacking and don’t seem to be a primary focus of the company. Customization options are limited and the default layout is a generic, confusing mess. The result is a hard-to-navigate online collection that isn’t particularly attractive and tends to look a lot like competitors.

Fresh From The Oven
We decided early on to throw out the generic box mix provided by Gallery Systems and work with the Walters database team to create our solution from scratch. We knew right away that we didn’t want to expose the entire TMS database to the Internet nor did we need the massive amount of information it stored. What we did need was a second database that only contained the information necessary for the new online experience. We used our own content management platform, BigTree CMS, as the core technology that drives the site and engineered a scheduled synching process that eliminates double work.

The Fruits of our Labor
Many at Fastspot would argue that this project was one of our most challenging—and most inspiring. We were lucky to have a fantastic team at the Walters to work with, and they gave us a lot of room to flex our UX muscles and explore possibilities. We insisted on keeping things as simple as possible, even as we tried to integrate more complex functionality, so as to always let the artworks remain front and center. More importantly, we re-envisioned what was possible for a museum to offer its online visitors. Through a diligent process of refinement, a willingness to throw away things that weren’t working, and a constant focus on the visitor’s browsing experience, a wonderful new interface and interactive experience emerged.

So far the new Works of Art site has received glowing feedback, and users have jumped right in and started doing what the Walters Art Museum and all of us at Fastspot hoped they would do: delighting in the experience of exploring art.

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Re-posting this article due to lots of discussion lately – let us know what you think!

Before clients see BigTree CMS, Fastspot’s proprietary content management system, they often ask us why we built our own when there are so many out there that we could have simply used. When they ask me, I usually picture this. I have seen these CMS offerings, and frankly, they are horrible. How could I ever expect my clients to wade through instruction manuals numbering in the thousands of pages when they should be focused on content? What is the point of purchasing a CMS if you need to hire several programmers or experts to run it? Why would I actually expect my clients to willingly log into a system that is unusable, unfriendly and doomed to frustrate and confuse as they try to update a page or change a video clip?

Clearly, there are different “types” of content management systems and there are blogs and companies that do nothing but rate them, review them, provide training for them, etc.. It is an industry of its own, and with little oversight or benchmarks being applied, it is confusing to determine what makes a good CMS. Here are the things that make a good CMS; they are built into BigTree CMS and enjoyed by our clients:

1. Easy to use. Let’s face it. Most of the time, you want someone who knows words and pictures doing the editing and updating on copy and imagery, not a computer scientist. I don’t know about you, but I only know a few very special people who can claim to be a programmer, a designer and a copywriter. If my goal is to be thinking about words and tone and audience, don’t make me worry about code.

2. Intelligent. If I need a piece of content to be placed in multiple places in the Website, it would be nice if the CMS could handle that for me. The benefit of a customized solution is that the development team can tweak the CMS to anticipate your needs and be ready to deliver when you need it to.

3. Helpful. When I need help, I want to get to it quickly and easily. Tool tips, easy-to-locate help sections, videos on how to do a certain process, FAQs—these are all extremely helpful. I like for this kind of information to be built into the system I am using so I don’t have to leave my CMS to find the information on a Website or, even worse, in a 1,000 page written manual.

4. Flexible. If I am going into my CMS to update a bullet point, I don’t want to have to jump through 30 hoops to get it done. Likewise, if I am adding an entire new section to the site—setting up new templates, adding links to the navigation, inputting SEO-relevant content, and setting up modules—then I expect some complexity, along with some checks and balances along the way.

5. Powerful. If I want something to be done, it should be possible. This is one of the reasons we developed our own CMS:  So we could do the things we wanted to be done within the system. It’s also why we developed it on open-source platforms. That way, our clients aren’t beholden to us if they want to build upon the system.

6. Intuitive. If I want to move a navigation item higher on the list of drop down items, wouldn’t it be nice to simply drag and drop it in the list? If I need to upload an image to use in a template or inline, wouldn’t it be nice if the system automatically knew the size and ratio and let me crop the image accordingly during the upload process? Oh, how we dreamt of sleep-filled nights without the worry of broken links or content that wasn’t being indexed by Google. Well, we answered our own dreams with BigTree—and any good CMS out there should be doing the same.

7. Stable. Don’t you love when you hit one button and it seems the whole internet goes down? Or, at the very least, it seems you may have fried some sort of major thing with servers and possibly satellites and you swear you smell smoke? A good CMS should keep you out of harm’s way. You shouldn’t be able to do massively bad things without being loudly prompted (several times) by your CMS:

“Are you sure you want to delete that page?”
“Are you sure you want to erase a week’s worth of work?”
“Are you sure you want to take down the whole site just because you want that animated gif in the copy?”

Additionally, if you do make a mistake and cause a problem, it should be a recoverable problem. Hitting one button somewhere should never take down your whole site. Ever.

8. Secure. You want the people who need to know, knowing. And those who only need to know a little, well, they should be in the ‘know a little’ room. A good CMS should allow for security and user account settings to be configured in such a way as to protect your sensitive information on the back end of your site, as well as on the front end. The system should only show users what they have been authorized to see. No more. That way, your disgruntled intern can’t mosey on over to the professional bios section and add a line about Mr. Smith’s prized Chia Pet collection…or something like that. You get the idea.

9. Pleasant. If you want your team to do something, willingly, proactively even, that something better be pleasant to engage with. Have you ever had your team say “no thanks” when you’ve invited them down for a pizza/brainstorming session? You make the brainstorm process more pleasurable by including the pizza. A little pleasure goes a long way, which is why we think a CMS’s administrative area should be as nice looking as the front-facing Website, if not nicer. It should be organized, friendly, use real world language—not things like “vars” or “default”—that make sense only to programmers. It should help you if you make a mistake, allow you to play without fear of crashing, and inspire you to log in and keep creating great content! A CMS is essentially tools for the creative process, same thing as Photoshop to designers, or paint and brushes to a painter. Who wants to create something in a sterile, threatening and confusing environment?

10. Simple. This is the most important element for a good CMS. Simple does not mean weak or limited. Simplicity is difficult to achieve and requires great effort and restraint to get it right. Sure, we could probably add modules to BigTree that would allow our clients to do some crazy stuff, but they don’t really need it. And, if they do, it’s one client out of a million. In that case, we do something custom just for them. Keeping the CMS simple allows you to build a solid foundation first. Then you have time in real world scenarios to determine if you really need it to reposition that satellite or not.

What do you think? Share your thoughts on what makes a good CMS, and don’t forget to tell us who you are. Perspective is everything!

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