projectEvaluation – JISCPress

The JISCPress Prototype Demonstrator Platform

Joss Winn / December 16, 2009December 18, 2009 / Blog

Well, here’s what we’ve managed to pull together over the last six months. Many thanks to freelance developers, Eddie Tejeda and Alex Bilbie who developed the WordPress plugins and theme which we discuss below. [This post was written by Joss with help from Tony].

In our original bid, we proposed a ‘prototype demonstrator platform’ for JISC’s Funding Calls and Final Project Reports. We outlined 11 deliverables:

A WordPress Multi-User based platform for authoring and publishing JISC funding calls in a form that allows paragraph-level comment and discussion either locally or remotely.
A meta-site that aggregates all document data into a single site for search, navigation by categories and tags and can syndicate searches, tags and categories.
Develop CommentPress to meet WCAG 2.0 accessibility guidelines, meeting public sector requirements.
Evaluation and integration of “related content” utilities to dynamically link related project calls and reports based on content and/or semantic analysis.
Evaluation and possible integration of remote, realtime messaging services such as Twitter and XMPP integration.
Evaluation and possible integration of enterprise authentication services such as LDAP and Shibboleth.
Evaluation and possible integration of OpenCalais, a semantic tagging service.
Documentation on how to exploit the benefits of AWS and clone the project instance for other uses.
A documented suggested workflow for document authors
Documented examples of how to fully exploit the platform for data extraction and syndication.
Documented ‘user stories’ for the JISC funding call process. Note that we do not guarantee fulfillment of all user stories.

I’ll go through each of these one by one with illustrations where relevant. A more informal reflection is also available (Thoughts on JISCPress ):

Paragraph level commenting and discussion of JISC funding calls

This was achieved through the development of the digress.it plugin. digress.it is a rewrite of the original CommentPress WordPress theme which we used on WriteToReply (which JISCPress is based on). I’ve posted a video interview with Eddie Tejeda, developer of the original CommentPress and digress.it, where he discusses the move from CommentPress to digress.it. In terms of local and remote paragraph commenting, the same feature set found in CommentPress has been retained. Remote, document section level comments are possible through the use of trackbacks.

We spent quite some time looking at remote paragraph level remote commenting and Eddie expects to support this with digress.it in the near future. We discovered that the use of trackbacks and pingbacks is an unreliable method of guaranteeing ‘comments’ from remote websites. It depends on the CMS being used and the settings of both the remote and local site. Sometimes, test comments we made never arrived, other times they did. So for example, whilst internal links within a WordPress domain may be recognised by other sites on the same platform, links from posts on other blogging platforms may not be. Link tracking using third party services (e.g. Google, Google blogsearch, BackType) rely on links being hardcoded in third party web pages (rather than being added dynamically to a page via Javascript, or within an embed object) and even then are not detected reliably (it depends on the crawler). Commercial tracking/monitoring services were not explored.

WordPress provides a robust commenting system, with excellent spam filtering and comment moderation features. digress.it leverages this locally to allow commenters to respond at the paragraph, rather than the section (i.e. blog post) level. For more on digress.it, Eddie talks in length about his work in a previously posted video interview.

An aggregated meta-site

Alex has been working on this, which can be seen in the screenshot below (and until we take the server down, can be browsed at http://jiscpress.org )

What you see here are a number of ways of finding documents on the site. The large tag cloud uses tags generated from Alex’s Open Calais/Yahoo Term Extractor related tags plugin. This plugin uses both these third-party APIs to tag each document and then create intelligent relationships between documents on the site. More on that later. The tags are held in a separate database table to the human created, native WordPress tags, but are equally a source of information that can be used by theme designers and plugin authors. Here the tags are simply being used to display a cloud, similar to the one on http://en.wordpress.com/tags/ and marked up with the rel=”tag” microformat.

Clicking a tag lists the documents by title

As you can see, each result for a tag has an RSS feed, which can be found at the top right of the results. So if you’re interested in watching for key words in JISC documents, this would be a useful way of doing that. RSS feds can be monitored from feed readers such as Google Reader, or via web desktops, such as Netvibes (e.g. An Example Netvibes Dashboard). You don’t have to use the tag cloud to do that. You can construct your own and wait for the results to come in. i.e. http://jiscpress.org/?jiscpress_tag=MY_KEYWORD&feed

(Note that WordPress also offers the option of subscribing to a free text search using the default WordPress search utility, e.g. https://jiscpress.blogs.lincoln.ac.uk/feed/?s=jiscpress )

Similarly, you can do this with ‘Topics’ (otherwise known as WordPress categories), which are aggregated from across all documents and displayed on the right side of the home page. For JISC’s purposes, there is a controlled list of about 40 Topics that are used by the organisation. Our example shows the use of a few of those. Again, if you’re interested in Funding Calls for Data & Text Mining, then you can subscribe to a feed for that Topic.

The main thing to point out about the use of WordPress categories on the Home Page, is that it assumes a controlled list and not a publishing environment where authors make up their own taxonomy. The list would get very very long and unmanageable. It need not use JISC’s Topics. Their Themes and Programmes would also work.

You’ll see that it displays the document title and author’s name. The use of author’s names is worth considering too. While WordPress is a multi-user CMS, it may be that each Programme decides to publish under their Programme’s name rather than the individual’s name. This is just a matter of changing the settings in WordPress, so that all the IE Team publish under their Programme’s name. The choice is up to JISC.

Above the ‘Topics’, is a list of the latest funding calls. It’s just a text box which some HTML links pointing to the latest documents. Nothing fancy nor difficult to maintain either.

In the backend, Alex has provided some options for the Tag Cloud (otherwise known as the JISCPress Browser widget). You can see that we have the option of using User, Open Calais and Yahoo tags, as well as blacklisting the display of certain tags, too. You can also decide how many tags you want to display.

The Topics are listed using a simple WPMU Site-wide categories widget that Alex wrote. It looks at the categories across all documents/blogs and displays them in alphabetical order.

For searching, we’re using the built in BuddyPress search (did I mention we’re using BuddyPress?). It simply allows you to search document titles from the front page or, on the Authors page, you can search authors by name, too.

Each Author has a profile page.

We looked at full-text search and it’s quite possible using this lucene-based plugin, which indexes all document text and all comments, too. It could be integrated into the theme to allow site-wide full text search but we chose not to because of time constraints and are simply using the built-in BuddyPress search. If JISC would like full-text search, it’s something that Alex could do. Of course, full-text search is possible on each document site and constructing searches derived from the Open Calais and Yahoo Term Extraction plugin is also possible as I’ve shown above. Full text search could end up returning more results than are useful. I’ve no strong opinions about this either way.

Finally, you can see in the menu bar on the front page that there’s an ‘About JISCPress’ page and a JISCPress blog. Nothing fancy going on there. We’re just using basic BuddyPress features.

Accessibility

Well, we haven’t ignored accessibility requirements but then again, they haven’t been a driving factor in the development of JISCPress either. I think we’ve improved on CommentPress and have had useful feedback from the British Computer Association for the Blind on the accessibility of digress.it. At one point Eddie included the jQuery.accessible plugin in digress.it but it’s not currently being used. Along similar lines, much time was spent on IE6 compatibility, which has been achieved at some cost to the project. The user experience in IE6 is not as nice as using Chrome, for example, and I wonder whether it was worth the effort in a project such as this that was about producing a ‘prototype demonstrator’. Nevertheless, because digress.it is now in widespread use elsewhere, IE 6 & 7 compatibility was one of the first requests that came through on the mailing list. We did a quick survey of browser use in HEIs and Andy Powell followed this up with something more detailed and wide ranging. What both show is IE 6 & 7 can’t be ignored 🙁

I feel that we didn’t manage to do as much toward accessibility as I originally hoped but it is something that can be worked on with digress.it over time and I know it is something that interests Eddie a great deal. Hopefully as he does work for more organisations, like Cornell and the New York Public Library, their accessibility requirements will filter through into the core code. In addition, Eddie has recently been able to employ a designer to work with him on digress.it so the theme should get more close attention over the next few releases.

Realtime messaging

This deliverable has been tackled in two ways. Eddie developed realtime alerts for digress.it so that if someone comments on the site while you’re reading it, the comment will ‘pulse’ in the Comment Box. For remote realtime messaging, things have been taken care for us. As realtime on the web is becoming very much mainstream, it’s getting easier to push content out through a variety of ways. For example, since the start of our project, WordPress now has RSSCloud and Web Hooks plugins. The latter provides a relatively simple framework for developers to push any notification from WordPress to external services, as I’ve discussed on my blog. There are also SUP (FriendFeed) and PubSubHubbub plugins, too. In addition, Google is now indexing in realtime and Google Alerts are showing up via RSS almost immediately, too. XMPP PubSub is also in use on WordPress.com and that work is due to be released as plugin for WordPress once it has been well tested. Likewise, their work on a Twitter compatible API for WordPress will also be released. Given all of this, we didn’t think we needed to reinvent the realtime wheel for WordPress.

Authentication Services

I can confirm that LDAP works well with WPMU. I know this because I run WPMU with this plugin at the University of Lincoln. It is a feature rich plugin and well supported. If anyone wants to integrate LDAP with WPMU and is running into problems, please get in touch. Note that there is no reason why much of JISCPress couldn’t be used as a private platform for document discussion and annotation, internal to an organisation.

Shibboleth support was not tested because we don’t use it at Lincoln and I never got around to trying to convince someone to help me test it. However, I have been told by the plugin developer that it is in use at other universities and it too, is well supported by Will Norris, the developer of the WordPress Open ID plugin. I would be very grateful if someone running a Shibboleth service at their institution would help me test the plugin. I’m pretty confident that it will work.

Open Calais

See above!

Amazon Web Services

I documented our use of Amazon Web Services on our Google Code site. I had intended to leave an image of the JISCPress server on AWS so that anyone could clone it for use or play. However, unless asked, I’m not going to do that now. If you want to use such a system, you can use http://digress.it or http://writetoreply.org or and if you’re skilled enough to work on AWS, then you’re skilled enough to install WPMU and our plugins on your own server for testing purposes. I’d be happy to advise anyone wanting to create their own version of JISCPress and even work on your server if you want me to. Leaving an Amazon Machine Image lying around for testing means that it will soon go out of date as new versions of WordPress are released and need rebuilding anyway.

Workflow for authors

I have begun writing documentation for authors on our Google Code site. I’d be grateful for feedback. This documentation is also used on the http://digress.it site. I also intend to provide documentation for Administrators, too. Although if you are running WPMU, then you will be familiar with much of what you need to know. One of the great things about this project is that we’re using one of the most popular pieces of publishing software on the web and there is already a lot of familiarity with it.

Data extraction and syndication

A lot of work went into developing digress.it with this in mind and Alex has also developed a plugin that posts RDF triples to the Talis Platform from WPMU. I’ll say more about that below, but here’s a post I wrote recently about JISCPress and Open Data. I hope you’ll agree that we’ve made good progress in this area.

A demonstration of how paragraph level content from JISCPress can be transcluded (that is, embedded) on a third party site is available here: Paragraph Embedding from JISCPress. The post includes a Javascript snippet that can pull in a random paragraph from a contiguous set of paragraphs on a single JISCPress page. Such a utility might be used to rotate through headline pargraphs on a JISCPress document fron page, for example.

On the subject of web analytics, we reviewed how to collect JICWEBS recommended metrics using Google Analytics (Measuring Website Usage With Google Analytics, Part I , how to monitor traffic coming in from University networks, and how to exploit Google Analytics campaign tracking codes from shared links and via Feedburner. We did intend to look at Piwik, too, as we’ve tinkered with it on WriteToReply, but I’m afraid it didn’t happen. I do want to highlight Piwik to anyone interested in open source analytics software. It allows you to expose the analytics for any given site to the public and provides a number of ways to access the data, via CSV, JSON, XML, RSS. Have a play around on the WriteToReply site to see what I mean. Naturally, there is a WordPress plugin for Piwik, too. Google Analytics has also recently opened up an API that would support the development of custom reporting dashboards. Steph Gray at Helpful Technology has recently described an “ultimate dashboard” built around free tracking/monitoring services – Minding the shop – and is willing to share the code. Such a dashboard could be used to provide a useful overview of document related discussion on the wider web.

Documented user stories

This is an area where I wonder how we might have improved things. As I’ve written about before, the project team has worked virtually, hardly ever meeting and we worked very much in public, with digress.it having a fairly broad range of users mid-way into the project. For some of our work, we were not short of user feedback but for other areas, we received hardly any. I set up a UserVoice site early on and we’ve asked people to use it and linked to it from our blog, but it’s never seen any use. Feedback on the project in general has been quite low, although we receive informal feedback on how WriteToReply might be improved quite regularly and similarly, there has been a lot of feedback on digress.it over Twitter.

I have tried to document some of the uses of JISCPress that I could think of. They’re not really User Stories or even complete scenarios, but it does sketch out some of the uses that I could think of and I’ll add to them as I think of them. It will be interesting to demonstrate JISCPress to JISC and be able to respond to their feedback now we have a working platform. JISC staff have started using digress.it on WriteToReply (the #jisclms Call was re-published by two JISC staff) and I anticipate there being more opportunities for us to work with JISC staff on using some of the work we’ve done in the near future.

Other work

I mentioned the work that Alex has done on connecting WPMU to the Talis Platform. Using Triplify, he’s developed a plugin that runs a service which posts RDF Linked Data to Talis. It can be downloaded from the WordPress repository.

The plugin has some global options, available to the platform admin, which are pretty self-explanatory (click to enlarge)

Each site owner also has the option to participate, too. First you agree:

and then you set your license:

The RDF data is available at both the http://example.jiscpress.org/triplify endpoint and for query on Talis. This is what you get back, for example:

The configuration file for WPMU is available here. Be sure to check it over to ensure that it exposes the data you want it to expose and no more! Also, do read the Triplify documentation. You’ll see that it does more than produce RDF. There’s JSON output, too.

Final reflections

These final reflections are from Joss.

I’m pretty pleased with the way the project has gone. It’s been a real pleasure to work on the project and to work with Tony, Eddie and Alex. Not once have I felt it a chore even at some of the ridiculous hours of the night that we’ve worked. I’m also very grateful to JISC for thinking that it was a project worth funding and the support from JISC in terms of the JISCRI conference /IE Demonstrator and general lack of interference, but steady encouragement, has been really welcome, too.

I think we’ve delivered enough of the original objectives to have made it all worthwhile. There are areas, such as accessibility and more user testing, which I wish we’d been able to do better, but it wasn’t for want of trying. I really wish we’d cracked simple embedding of paragraphs and paragraph-level trackbacks, too. We’re close, but not quite there, yet.

On the other hand, we have produced some pretty nice plugins for WordPress. For WordPress developers, digress.it provides some significant innovations around document publishing and Open Data in WordPress and the code is free to be built on and improved. Likewise, we’ve also produced the first plugin that allows WPMU admins to run a background service for Open Calais and Yahoo Term Extraction across all blogs/documents. Another ‘first’ for the project, is that we’ve joined WPMU to Triplify and the Talis Platform. Huge amounts of data are generated by WPMU installations and now that can be Linked Data hosted on a well known Data Store. It would not be difficult to bring both plugins together so that the Open Calais semantic tags are included as data that is posted to the Talis Platform.

The legacy of the project will hopefully be similar to what we’re trying to achieve with WriteToReply. Not necessarily a wholesale conversion of organisations to using the platform with all its features that I’ve described above, but for people to pick and choose what works best for them. It may be that the project just inspires something better or different on another platform, like Drupal, and that’s good, too. It’s also about trying to demonstrate how publishing and engagement with public documents on the web can still, very much, be improved. In that sense, there is probably as much value in the blog posts that our work has generated as the software itself. We’ll continue to write about this on the WriteToReply blog.

All the code is open source and available under the GPL (digress.it) or Modified BSD license (Calais and Talis plugins). Eddie continues to maintain digress.it and I know that Alex is keen to ensure that any issues identified with his code are dealt with too. If you use the code and improve it in anyway, do tell us as we’re keen to include contributions from other developers.

Working remotely as a team

Joss Winn / November 30, 2009December 17, 2009 / Blog

One of the things that I wanted to get a feel for during this project was how the university might successfully apply for and work on rapid innovation projects while not actually having development staff of our own. We have staff in ICT and Marketing who work on the corporate web and online services, such as Blackboard and Sharepoint. There are programmers in the School of Computing, too, who have their own research projects on the go, but there is no ‘development team’ who might be approached to work on JISCRI type projects. I am an adequate Linux SysAdmin, but am no ‘developer’. I can’t write a line of code.

The four members of the JISCPress team are:

Joss Winn (Staff, University of Lincoln)

Tony Hirst (Staff, Open University)

Alex Bilbie (Student, University of Lincoln)

Eddie Tejeda (Freelance developer, Visudo, San Francisco)

Project Methodology?

I wrote a bit about project methodology at the start of the project. The emphasis from JISC on using an ‘agile methodology’ just didn’t seem to fit the structure of our Team. All the agile methodologies I knew of emphasised the importance of working closely, sometimes even in pairs, and seemed designed for tightly focused, customer orientated projects with regular iterations around sprints of development. There was no way that I was going to be able to organise Tony, Eddie and Alex around regular sprints and had I tried to crack the whip, I think I would have received far less co-operation from them than I did. As it turned out, the team never actually met in the same room (err, pub…) until the JISC CETIS Conference earlier this month. On a couple of occasions during the summer, Alex worked in my office, but it wasn’t especially productive. It was clear that he was much more comfortable working at home. While Eddie was over for the CETIS conference (he paid his own way here, I want to add!), he came to Lincoln and worked for a day in the office with me. It was a productive day and I could see how teams working together like that could be highly productive both in the development of ideas and code but it wasn’t unlike how Eddie and I would work together virtually.

The other significant contributing factor to the way we worked was the type of development we were doing. Again, agile methodologies seem designed around creating a user-led product. There’s an expectation that the development team are working for a client who is embedded in the decision making process for the project. The client ‘owns’ the project and they ultimately own the code, too.

JISCPress didn’t have this type of client and we weren’t solely focused on the writing of new code either. The project was as much about taking existing code and piecing it together in a fruitful way, developing what we’d already pieced together with WriteToReply. We started with the WordPress Multi-User platform and CommentPress. We looked at some other existing WordPress plugins for working with Open Calais and creating relationships between content and also created a configuration file for Triplify and a plugin to publish data to the Talis Platform. We bootstrapped a complete rewrite of CommentPress, called digress.it and Alex wrote plugins for making WPMU work with OpenCalais and Triplify.

IPR

The University of Lincoln has no interest in ‘owning’ the code (no-one here would maintain it), JISC have no interest in owning the code (no-one there would maintain it) and the code is completely reliant on other open source software and APIs which we don’t maintain either. I was advised by OSS Watch to ensure that the code we funded was, wherever possible, copyright University of Lincoln, but I’ve ignored that advice. I just don’t see who it would benefit. In order to make the work interesting and sustainable, we needed Eddie and Alex to have a vested interest in the code they were writing. Eddie’s work on CommentPress was already credited to him and Jesse Wilbur and licensed under the GPL3. There was no advantage in the University of Lincoln claiming copyright in the digress.it code we were funding and I’m sure that had we insisted on this, Eddie wouldn’t have worked for us. We could have claimed copyright for the code that Alex has written, but as I said, no-one here will maintain it, so I think it’s better to encourage Alex to remain the copyright holder in the hope that he might maintain it for a while. There is no ££ value in WordPress plugin code. There’s only value in providing services around the code and Alex is the person best suited to do that, not the University.

How we actually worked together

My original intention was that we’d work together in public on IRC. Tony and I had started doing this on WriteToReply and thought we’d just continue the weekly meetings we were having. This happened once at the start of the project, but after that, we all just used Google Talk. The reason for this is simple: we all use it anyway. Eddie and I work with GMail open and rather than firing up another application just to ask a quick question, we used GTalk. It allowed us to see when we were online and effortlessly kept a log of everything we were saying. Alex and Tony also seemed to prefer to use it, too. Because it was attached to our personal email addresses, rather than work addresses, it also meant that we were available after 5pm and over the weekends. The convenience of using GTalk meant that on many occasions, I’d be contacted by Eddie as I was going to bed and end up spending late nights testing his latest code revisions and feeding back comments via GTalk. Had we relied on other tools, I wouldn’t have been in the habit of using them at home and consequently Eddie and I would have chatted far less than we did.

Our ‘office’ consisted of the Google Code svn repository and Google Talk. Eddie would check code in, I’d be waiting on the jiscpress.org server to check it out and then we’d chat about it over Google Talk. Anything that required time to fix, was added to the list of Issues. Alex and I worked differently. He’d usually come to my office on campus and show me what he’d done. I preferred to work over svn and Alex taught himself how to use it, but we never worked in real-time over svn as Eddie and I do.

Tony’s role was always one of provocateur and champion for the project. A lot of the best ideas (and hardest to implement) originated with Tony and then I would try to push them into Eddie’s list of tasks, which were hosted on the digress.it Google Code site.

Working with students

I think we’ve been really lucky to have Alex on the team. In the Centre for Educational Research and Development, where I work, we’re keen to work with and undertake research with students and it seemed like a natural extension of this to be working with Alex. The project was nicely timed over the summer holidays, too, so Alex had quite a bit of time to spare during July – September. Noticeably, when the semester started again, he was very pushed for time partly because I’d found him other paying projects to work on and regrettably I ended up competing for his time! I should add that both Eddie and Alex worked more hours than they were actually paid for – not unusual when working in education, but from my point of view, it meant I was juggling a lot of good will at times.

Alex also came to the JISCRI and CETIS conferences where he seemed to really get a lot out of meeting other developers and talking about the work he has been doing on the project. I think all of us would say that the project has been an opportunity to learn from each other and hopefully we’ve documented the useful bits on this blog for others to learn from too. Eddie talks about his work for the project in a video interview I made with him. I’ll link to it from here when it’s ready.

Who were our users?

Agile methodologies put a lot of emphasis on the user and their stories. We didn’t arrange for a distinct set of users to feed back to the project. The main Stakeholders for the project were JISC and the JISC community, not Lincoln staff and students, so we needed to engage them as much as possible. We had already done this to a certain degree through WriteToReply and had republished the JISCRI call specifically to see how the community might use the platform. During the project, JISC launched their draft Strategy and a consultation on the Google Book Settlement, both of which used early versions of the digress.it code we were were developing. On a few occasions, I pointed people via Twitter and the blog to our UserVoice site, but no-one offered anything this way. Tony acted as an uber-user, looking at the platform from the point of view of a developer/mashup-artist and consequently fed back lots of thoughts for how it could be improved. Tony and I have also spent hours and hours publishing documents via WriteToReply and we’re acutely aware of the issues that publishing users might face. We also gained a lot of users following the launch of digress.it and it was embraced by the WordPress community (931 downloads and counting) as well as people signing up to Eddie’s site http://digress.it A mailing list specifically for digress.it was set up and people would feedback issues and requests that way. We also have a public mailing list for the JISCPress project as a whole. It has a few people lurking on it, but has not been a particularly effective method of communication. Perhaps it will be if people pick up the work we’ve done and try to set up their own version of JISCPress, as I hope they will do. As a public open source project, we pursued our original ideas in public and as the code was released, waited for users to feed back to us. Alex, too, got feedback in this way for his OpenCalais plugin and was made changes to his code based on a suggestion from another developer who is using it.

Misc.

A couple of things I didn’t plan for when working with Alex and Eddie were payroll related. Customs and Excise have told us that we have to pay VAT on Eddie’s invoices. Fair enough. It didn’t occur to me because he doesn’t reside in the UK, but it makes sense. I learned a lesson and it didn’t affect the budget because the exchange rate improved in our favour over the course of the project and what we saved there, we spent on VAT.

Alex began as a freelancer with the intention of invoicing the project for his work at the agreed amount, but the university said it would be easier for Alex if he was put on the payroll and then his tax and NI would be dealt with. It affected the project by adding about £30 in NI contributions to the total amount we’d agreed – good value, I think. One less set of invoices that I had to deal with.

Did it work?

As I said at the top of this post, one of the benefits for me and the University of Lincoln, was to see how effectively we could run a development project in this way. It’s likely that any development project I get involved in will be based on existing open source software that has an existing community of developers and users, just as WordPress does. I’m just not interested in re-inventing the wheel on something completely new. I prefer to contribute rather than invent. In this respect, I feel like it’s been a success. Within a few days, we’ll have the prototype we set out to create and within a week or two, it will be documented so that anyone should be able to pick JISCPress up and make it their own. JISC have seen the benefits of using it on three documents so far and in one shape or another, I think they’ll continue to use it. We’ve shared our ideas around the project widely, both on this blog and the other sites we use (see sidebar) and have discussed and demonstrated our work at two conferences. digress.it is now a well-regarded WordPress plugin with a growing number of users. Recently, Cornell University have employed Eddie to continue to develop digress.it for a project they are running with the Whitehouse. Through the JISCPress project, JISC have directly contributed to the work Cornell are doing. Likewise, the New York Public Library also want Eddie to develop digress.it for them, so I’m confident that this part of our work will be maintained and fed back into the core tree of the code for everyone to benefit from.

WriteToReply has benefited of course. We’ve been able to spend time thinking about and working on ‘stuff’ which we intend to use on http://writetoreply.org Recently Eduserv offered to help us with hosting WriteToReply which has encouraged Tony and I to keep pursuing our interests in document publishing and public engagement on the web. I hope that we can work with Eduserv over the coming months and pass on what we know about WordPress hosting.

Finally, based on the work we’ve done on JISCPress with Triplify and WPMU, I plan to apply for funding from Talis to develop a ‘wordpress.com for OPACs’. It sounds ambitious, but a lot of the work has already been done on this and the Scriblio project and I think we can show it is a viable idea. You can read more about what we have in mind, here.

Agile methodologies and open source development

Joss Winn / July 6, 2009December 17, 2009 / Blog

In the course of writing the JISCPress Project Plan, I’ve been thinking again about our project methodology. The original funding call asked for projects to adopt an agile methodology like SCRUM or XP, which I am familiar with. We attempted to use XP while I was working at Amnesty International (not long after half the IT department were trained in Prince2!) and like any methodology, it was used in part rather than in whole. We collected user stories, held five minute stand up meetings each day and released often and iteratively so that users could feed back on the product. ((It may look like an empty repository but over 20,000 assets are available to logged in Amnesty staff.))

The JISCPress project has four team members, including myself. None of us work on JISCPress full-time, having other work and study commitments. Equally, none of us work together in the same department and only Alex and I work in the same university. Alex is a student of computing at Lincoln, Tony lives on the Isle of Wight and Eddie lives in San Francisco. In addition to this, we’re working wholly with existing open source software (WordPress) that is openly developed and it has never been an option in my mind, to enjoy the benefits of that community but not attempt to contribute back using the same transparency of process. It was also proposed in our funding bid that “the project will seek to promote openness and collaboration from the point of bid announcements onwards.” By this, I was thinking in terms of the open source development process I have seen with WordPress and other projects where asynchronous discussion and contributions take place through mailing lists, IRC, a code repository, issue tracker and a wiki.

Reading the excellent OSS Watch website, I came across a page about the sustainability of projects and open development, and was particularly interested to read a quote from Gianugo Rabellino, CEO of SourceSense:

“If you think that one of the key ideas of agile is the unity of time and location – you need to be in the same place at the same time and doing a lot of discussion face-to-face – and then you have open development which is based on asynchronous, distributed working etc., then it looks like oil and water – they don’t mix”.

This is what I’ve been thinking recently, too. It’s not that they are wholly incompatible methods of developing software, but from what I know about agile methods, there is an assumption that the developers are working together in the same physical location, focused intensively on the same client driven product.

“Scrum enables the creation of self-organizing teams by encouraging colocation of all team members, and verbal communication across all team members and disciplines that are involved in the project.” ((Wikipedia: SCRUM))

Frankly, this way of working is impossible for us. On the other hand, projects that are openly developed often don’t have clients but instead have ‘communities’ of users. They rarely have short code sprints, they have open version-controlled repositories that allow anyone to test the code at any time. It’s worth noting that WordPress recently held a code sprint but given the size of the community, there were relatively few contributions. Many contributors work asynchronously and have other commitments over the course of their day, volunteering their time and effort when they can.

Likewise, JISCPress is intended to serve a community rather than a single client. We hope that it is the JISC community who lead the direction of the project through testing and feedback and who eventually benefit the most from the project. Beyond the JISC community, there is the wider community of users of WordPress and CommentPress who will likewise benefit from the project.

Ross Gardler, OSS Watch manager, describes the Open Development Methodology (ODM) as “a way for distributed team members to collaboratively develop a shared resource in a managed and sustainable way.” The ODM is characterised by:

User engagement
Transparency
Collaboration
Agility
Sustainability

Agility and user engagement are also found in SCRUM and XP, but there is no requirement in these methodologies to be transparent, sustainable beyond the client’s specific use for the product or cater for a diverse group of asynchronous contributors.

With this in mind, I will continue to learn about and pursue an open development methodology for JISCPress because it is appropriate for our project. It is already part of an existing (WordPress) open development community and we have, from the start of WriteToReply and then the #jiscri call, placed a great deal of emphasis on openness and transparency of process.

It is too early in the project to measure the effectiveness of this approach. Eddie and Alex only joined us in the last few days and we’re still setting up the basic platform for working with. I have noticed that the use of IRC has not taken off despite my fondness for it. This is partly because all of us use GMail and tend to use Google Chat for quick conversations when we see we’re online at the same time, rather than having an IRC client open. Tony and I have an established way of communicating with each other over Twitter, which is public but a poor method of establishing context for the project as Twitter doesn’t archive tweets long-term and searching for anything seems to be hit and miss. I would like to establish weekly IRC meetings soon though. There is also the issue of working in a significantly different timezone to Eddie. IRC is for synchronous chat and when Eddie is at work,the rest of us are thinking of sleep. Eddie is talking about visiting the UK for a few days (paid for out of his own pocket), and I hope that the four of us and anyone else that is interested, will meet up for a day’s discussion and development.

There are clearly still things to be worked out and a routine to establish that works best for us, but I am keen that if a methodology is to be identified for the project, it is one of ‘open development’ rather than ‘agile’. I intend to devote a lot of my time on the project to ensuring that the wider WordPress community are aware of what we are doing and that they are welcome to contribute in any way they can. I shall write more about how we are addressing Ross’ five characteristics of an Open Development Methodology and am keen hear from anyone who has an opinion on any of this, including members of the JISCPress team, who I haven’t consulted before writing any of this.

Tag: projectEvaluation