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== OpenStack User Experience ==
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<br />
 
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[[File:OpenStack_Project_UX_Horizontal.jpg|1000px|thumb|center]]<br/><br/>
<p>'''Mission Statement:''' Enable OpenStack users to be efficient and make their experience consistent and pleasurable.</p>
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<br/><br/>
 +
<br/><br/>
  
User Experience (UX) is community-oriented and available for different audiences on several websites.  This wiki serves as an informational source for UX-related activities (workstreams) that goes across multiple OpenStack projects.
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=NOTE: This page is no longer maintained. If you are interested in UX design and improvements, we would love for you to revive this group! Please send an email to the openstack-discuss mailing list to get started!=
 
<br/><br/>
 
<br/><br/>
  
== UX Priorities ==
+
== Overview of research activities on behalf of the OpenStack community==
This is a list of mocks that need to be reviewed or approved by the UX cores. In the short term, we are planning to post links to projects that either need reviews or approval by the cores.<br/>
 
* [https://etherpad.openstack.org/p/ux-approval-priorities Reviews Needed]<br/>
 
  
== UX Workstreams ==
+
[https://docs.google.com/presentation/d/1hZYCOADJ1gXiFHT1ahwv8-tDIQCSingu7zqSMbKFZ_Y/edit?usp=sharing If nothing else, then review this deck]
* [https://etherpad.openstack.org/p/ux-approval-priorities Reviews Needed]<br/>
 
* [https://wiki.openstack.org/wiki/UX/Design Approval Process] <br/>
 
* [https://wiki.openstack.org/wiki/UX/PatternsLibrary OpenStack Patterns Library] <br/>
 
* [http://ask-openstackux.rhcloud.com UX Discussion Forum (new, temporary address)] <br/>
 
* [https://wiki.openstack.org/wiki/HorizonUsability_Testing Usability/User Research Studies] <br/>
 
* IRC: #openstack-ux (at FreeNode) <br/>
 
* [https://wiki.openstack.org/wiki/UX/openstack-ux-videos OpenStack UX Videos] <br/>
 
* [https://launchpad.net/openstack-ux Features, Bugs, and Releases in Launchpad] <br/>
 
* [https://wiki.openstack.org/wiki/Meetings/UX Team Meeting Notes] <br/>
 
  
 +
== OpenStack User Experience Mission==
 +
The mission of the UX Program is to support and facilitate cross-project efforts to improve the overall user experience of OpenStack.
 +
We provide user research to help teams identify any issues preventing adoption of their services as well as help the projects validate design and development efforts to address those issues. In addition, we help the project teams create solutions to address customer needs and pain points. Finally, we will provide the OpenStack community with visibility into any user experience issues related to inconsistency across projects.
 +
<br/><br/>
  
 +
== OpenStack UX Guidelines ==
 +
<p>[http://docs.openstack.org/contributor-guide/user-guidelines.html OpenStack user experience and user interface guidelines]</p>
 +
<p>[http://docs.openstack.org/contributor-guide/ux-ui-guidelines/ux-personas.html Meet the OpenStack personas]</p>
 +
<p>[http://docs.openstack.org/contributor-guide/ux-ui-guidelines/ui-text-guidelines.html UI text guidelines]</p>
 
<br/><br/>
 
<br/><br/>
  
==Getting Started==
+
==General Information==
===General Information===
 
 
====UX Program====
 
====UX Program====
 
:* For additional information about OpenStack UX, the programs, team, etc., please refer to the [https://wiki.openstack.org/wiki/UX/ProgramProposal UX Program Proposal].
 
:* For additional information about OpenStack UX, the programs, team, etc., please refer to the [https://wiki.openstack.org/wiki/UX/ProgramProposal UX Program Proposal].
 +
:* For additional information about UX related programs, please refer to [http://www.techved.com/ UX Program]
 +
 
====Mailing List====
 
====Mailing List====
 
:* Please feel free to reach out to us via the openstack developer mailing list [http://lists.openstack.org/cgi-bin/mailman/listinfo/openstack-dev (openstack-dev@lists.openstack.org)]. In the subject, use the tag '''[UX]''' and we will be sure to see your question/request.
 
:* Please feel free to reach out to us via the openstack developer mailing list [http://lists.openstack.org/cgi-bin/mailman/listinfo/openstack-dev (openstack-dev@lists.openstack.org)]. In the subject, use the tag '''[UX]''' and we will be sure to see your question/request.
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====IRC====
 
====IRC====
 
:* An additional way to get quick feedback or have a discussion with the UX group is to join the IRC channel on freenode <code><nowiki>#openstack-ux</nowiki></code>. If you don't get an immediate response, feel free to ask again later or jump over to using the mailing list!
 
:* An additional way to get quick feedback or have a discussion with the UX group is to join the IRC channel on freenode <code><nowiki>#openstack-ux</nowiki></code>. If you don't get an immediate response, feel free to ask again later or jump over to using the mailing list!
<br/><br/>
 
 
===Getting Involved as a Designer===
 
 
====Where can I ask questions or get feedback on my designs?====
 
The team current uses an online tool called [https://openstack.invisionapp.com/ Invision] to provided feedback on mocks.  The best way to get an account is to post a request to the Horizon IRC and someone with admin privileges will grant you access to post your designs. 
 
 
Generally, you would want to create a project in [https://openstack.invisionapp.com/ Invision] and upload images to that project. The next step would be to post a link to that design in the Horizon IRC asking folks to provide reviews.  The community has been very good about providing reasonable feedback and it's your choice whether or not to incorporate the recommendations.
 
 
====Where can I ask questions about technical feasibility or understanding the problem space?====
 
The following are various resources and/or places to learn or ask questions related to UX:
 
* [http://ask-openstackux.rhcloud.com/questions/ AskUX]
 
* [https://wiki.openstack.org/wiki/Meetings/Horizon Horizon weekly meetings]
 
* [https://launchpad.net/horizon Horizon Launchpad]
 
* [http://lists.openstack.org/cgi-bin/mailman/listinfo/openstack-dev openstack-dev@lists.openstack.org]
 
* <code><nowiki>#openstack-horizon</nowiki></code>on Freenode
 
*  <code><nowiki>#openstack-ux</nowiki></code> on Freenode
 
<br/><br/>
 
 
===Getting Started as a Developer===
 
 
<b>Are you a developer looking for feedback or help with designing new features? Are you looking for help on improving a current feature?</b><br/>
 
<br />
 
  
====How does this whole OpenStack contributor thing work anyway?====
+
====Meetings====
There is great getting started documentation on openstack.org. [https://wiki.openstack.org/wiki/How_To_Contribute How to Contribute] is a good place to start.
+
The [https://wiki.openstack.org/wiki/UX OpenStack User Experience Team] regular meetings
 +
* Every two weeks (on odd weeks) on Friday at 1500 UTC
 +
* IRC channel:  <code><nowiki>#openstack-meeting-4</nowiki></code>
 +
* Chair: <<No PTL currently>> on #openstack-ux
 +
* [[UX|UX wiki]]: https://wiki.openstack.org/wiki/UX
 
<br/><br/>
 
<br/><br/>
  
====What's a blueprint in Launchpad?====
+
==User Research on Behalf of Community==
It's a specification for a feature in OpenStack. In UX, this usually is presented as wireframes or prototypes, but it can be something else. There's lots more info on [https://wiki.openstack.org/wiki/Blueprints openstack.org].  For the Horizon team, they plan to follow a newly defined [https://blueprints.launchpad.net/horizon/+spec/template Blueprint template] for future blueprints.
 
<br/><br/>
 
  
====How do I get involved with OpenStack UX and work on blueprints?====
+
*Unfortunately, we're not able to post links to video presentation.  However, searching for "OpenStack UX project study results" should get you to our youtube channel.
Get started by taking a look at the [http://docs.openstack.org/developer/horizon/contributing.html Contributing Guide].  For UX efforts, we track the work that we are doing on our launchpad site[https://launchpad.net/openstack-ux]. If you aren't ready to contribute your own designs, start off by giving others feedback on '''launchpad''' or on [http://ask-openstackux.rhcloud.com/questions/ AskOpenStack UX].
 
<br/><br/>
 
  
====How do I subscribe to hear about UX-related bugsHow do I know about work that needs UX review or design?====
+
{| class="wikitable"
* Go to the [https://bugs.launchpad.net/horizon Launchpad main bug page].
+
|- style="vertical-align:top;"
* Click on "Subscribe to bug mail" to the right handside, then "Receive mail for bugs affecting OpenStack Dashboard (Horizon) that" -> "are added or changed in any way" -> "Bugs must match this filter" -> "Tags" -> ux.  
+
| style="height:10px; width:200px; text-align:left;" | Month
* You can choose whether to get comments for individual comments or only on status changes.  
+
| style="height:10px; width:400px; text-align:left;" | Project/WG
 +
| style="height:10px; width:300px; text-align:left;" | Research Method
 +
| style="height:10px; width:300px; text-align:left;" | Persona
 +
| style="height:10px; width:300px; text-align:left;" | UX Contact
 +
| style="height:10px; width:300px; text-align:left;" | Project/WG Contact
 +
| style="height:10px; width:300px; text-align:left;" | Status
 +
| style="height:10px; width:500px; text-align:left;" | Study Etherpad
 +
| style="height:10px; width:500px; text-align:left;" | Presentation
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:200px; text-align:left;" | Barcelona Summit
 +
| style="height:10px; width:400px; text-align:left;" | API WG
 +
| style="height:10px; width:300px; text-align:left;" | Usability
 +
| style="height:10px; width:300px; text-align:left;" | [http://docs.openstack.org/contributor-guide/ux-ui-guidelines/ux-personas/cloud-ops.html Rey Cloud Operator]
 +
| style="height:10px; width:300px; text-align:left;" | piet
 +
| style="height:10px; width:300px; text-align:left;" | cdent
 +
| style="height:10px; width:300px; text-align:left;" | Data has been collected
 +
| style="height:10px; width:500px; text-align:left;" | [https://etherpad.openstack.org/p/osux-api-oct2016 etherpad]
 +
| style="height:10px; width:500px; text-align:left;" | NA
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:200px; text-align:left;" | Barcelona Summit
 +
| style="height:10px; width:400px; text-align:left;" | OpenStackClient
 +
| style="height:10px; width:300px; text-align:left;" | usability
 +
| style="height:10px; width:300px; text-align:left;" | [http://docs.openstack.org/contributor-guide/ux-ui-guidelines/ux-personas/cloud-ops.html Rey Cloud Operator]
 +
| style="height:10px; width:300px; text-align:left;" | piet
 +
| style="height:10px; width:300px; text-align:left;" | Dean Troyer
 +
| style="height:10px; width:300px; text-align:left;" | Complete
 +
| style="height:10px; width:500px; text-align:left;" | [https://etherpad.openstack.org/p/osux-osc-oct2016 etherpad]
 +
| style="height:10px; width:500px; text-align:left;" | [https://docs.google.com/presentation/d/1cBUJuLL9s7JQppVlDBBJMrNNpfqwdkHyfZFuwY6lNgM/edit?usp=sharing deck]
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:200px; text-align:left;" | September
 +
| style="height:10px; width:400px; text-align:left;" | App Ecosystem WG
 +
| style="height:10px; width:300px; text-align:left;" | Interviews
 +
| style="height:10px; width:300px; text-align:left;" | [http://docs.openstack.org/contributor-guide/ux-ui-guidelines/ux-personas/app-developer.html Quinn App Developer]
 +
| style="height:10px; width:300px; text-align:left;" | uxdanielle
 +
| style="height:10px; width:300px; text-align:left;" | krotscheck
 +
| style="height:10px; width:300px; text-align:left;" | Complete
 +
| style="height:10px; width:500px; text-align:left;" | [https://etherpad.openstack.org/p/newton-osux-appsurvey etherpad]
 +
| style="height:10px; width:500px; text-align:left;" | NA
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:200px; text-align:left;" | November
 +
| style="height:10px; width:400px; text-align:left;" | Deployment
 +
| style="height:10px; width:300px; text-align:left;" | Interviews and Contextual Inquiry
 +
| style="height:10px; width:300px; text-align:left;" | [http://docs.openstack.org/contributor-guide/ux-ui-guidelines/ux-personas/cloud-ops.html Rey Cloud Operator]
 +
| style="height:10px; width:300px; text-align:left;" | piet
 +
| style="height:10px; width:300px; text-align:left;" | piet
 +
| style="height:10px; width:300px; text-align:left;" | Complete
 +
| style="height:10px; width:500px; text-align:left;" | [https://etherpad.openstack.org/p/newton-osux-deployment etherpad]
 +
| style="height:10px; width:500px; text-align:left;" | [https://docs.google.com/presentation/d/14UerMR4HrXKP_0NE_C-WJ16YQFzgetL1Tmym9FNFzpY/edit?usp=sharing deck]
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:200px; text-align:left;" | November
 +
| style="height:10px; width:400px; text-align:left;" | Swift
 +
| style="height:10px; width:300px; text-align:left;" | Interviews
 +
| style="height:10px; width:300px; text-align:left;" | [http://docs.openstack.org/contributor-guide/ux-ui-guidelines/ux-personas/cloud-ops.html Rey Cloud Operator]
 +
| style="height:10px; width:300px; text-align:left;" | piet
 +
| style="height:10px; width:300px; text-align:left;" | piet
 +
| style="height:10px; width:300px; text-align:left;" | Cancelled
 +
| style="height:10px; width:500px; text-align:left;" | [https://etherpad.openstack.org/p/osux-swift-nov2016 etherpad]
 +
| style="height:10px; width:500px; text-align:left;" | NA
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:200px; text-align:left;" | November
 +
| style="height:10px; width:400px; text-align:left;" | OpenStack Foundation website usability
 +
| style="height:10px; width:300px; text-align:left;" | Survey
 +
| style="height:10px; width:300px; text-align:left;" | [http://docs.openstack.org/contributor-guide/ux-ui-guidelines/ux-personas/app-developer.html Quinn App Developer]
 +
| style="height:10px; width:300px; text-align:left;" | piet
 +
| style="height:10px; width:300px; text-align:left;" | Heidi
 +
| style="height:10px; width:300px; text-align:left;" | Cancelled
 +
| style="height:10px; width:500px; text-align:left;" | [https://etherpad.openstack.org/p/newton-foundation-usability etherpad]
 +
| style="height:10px; width:500px; text-align:left;" | NA
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:200px; text-align:left;" | May
 +
| style="height:10px; width:400px; text-align:left;" | App Dev recruitment survey
 +
| style="height:10px; width:300px; text-align:left;" | Survey
 +
| style="height:10px; width:300px; text-align:left;" | [http://docs.openstack.org/contributor-guide/ux-ui-guidelines/ux-personas/app-developer.html Quinn App Developer]
 +
| style="height:10px; width:300px; text-align:left;" | piet
 +
| style="height:10px; width:300px; text-align:left;" | piet
 +
| style="height:10px; width:300px; text-align:left;" | Complete
 +
| style="height:10px; width:500px; text-align:left;" | [https://etherpad.openstack.org/p/newton-osux-appdevrecruiter etherpad]
 +
| style="height:10px; width:500px; text-align:left;" | Ask foundation
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:200px; text-align:left;" | July
 +
| style="height:10px; width:400px; text-align:left;" | Horizon
 +
| style="height:10px; width:300px; text-align:left;" | Usability during OSIC training
 +
| style="height:10px; width:300px; text-align:left;" | [http://docs.openstack.org/contributor-guide/ux-ui-guidelines/ux-personas/app-developer.html Quinn App Developer]
 +
| style="height:10px; width:300px; text-align:left;" | uxdanielle
 +
| style="height:10px; width:300px; text-align:left;" | uxdanielle
 +
| style="height:10px; width:300px; text-align:left;" | Complete
 +
| style="height:10px; width:500px; text-align:left;" | NA
 +
| style="height:10px; width:500px; text-align:left;" | [https://docs.google.com/presentation/d/1BY0PH9CQVRmOpQjEv3x3KKIRriPgl6oFe5Q0YTy6VxY/edit?usp=sharing deck]
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:200px; text-align:left;" | July/August
 +
| style="height:10px; width:400px; text-align:left;" | Operator Information Needs
 +
| style="height:10px; width:300px; text-align:left;" | Interviews
 +
| style="height:10px; width:300px; text-align:left;" | [http://docs.openstack.org/contributor-guide/ux-ui-guidelines/ux-personas/cloud-ops.html Rey Cloud Operator]
 +
| style="height:10px; width:300px; text-align:left;" | uxdanielle
 +
| style="height:10px; width:300px; text-align:left;" | Lana
 +
| style="height:10px; width:300px; text-align:left;" | Complete
 +
| style="height:10px; width:200px; text-align:left;" | [https://etherpad.openstack.org/p/newton-help etherpad]
 +
| style="height:10px; width:500px; text-align:left;" | [https://docs.google.com/presentation/d/1LKxQx4Or4qOBwPQbt4jAZncGCLlk_Ez8ZRB_bGp19JU/edit?usp=sharing deck]
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:200px; text-align:left;" | August/September
 +
| style="height:10px; width:400px; text-align:left;" | Quota Management at Production Scale
 +
| style="height:10px; width:300px; text-align:left;" | Interviews
 +
| style="height:10px; width:300px; text-align:left;" | [http://docs.openstack.org/contributor-guide/ux-ui-guidelines/ux-personas/cloud-ops.html Rey Cloud Operator]
 +
| style="height:10px; width:300px; text-align:left;" | piet & uxdanielle
 +
| style="height:10px; width:300px; text-align:left;" | shamail
 +
| style="height:10px; width:300px; text-align:left;" | Complete
 +
| style="height:10px; width:500px; text-align:left;" | [https://etherpad.openstack.org/p/newton-osux-quotas etherpad]
 +
| style="height:10px; width:500px; text-align:left;" | [https://docs.google.com/presentation/d/1J6-8MwUGGOwy6-A_w1EaQcZQ1Bq2YWeB-kw4vCFxbwM/edit?usp=sharing deck]
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:200px; text-align:left;" | September/October
 +
| style="height:10px; width:400px; text-align:left;" | Horizon
 +
| style="height:10px; width:300px; text-align:left;" | Horizon/Searchlight Integration validation
 +
| style="height:10px; width:300px; text-align:left;" | [http://docs.openstack.org/contributor-guide/ux-ui-guidelines/ux-personas/app-developer.html Quinn App Developer]
 +
| style="height:10px; width:300px; text-align:left;" | uxdanielle
 +
| style="height:10px; width:300px; text-align:left;" | uxdanielle
 +
| style="height:10px; width:300px; text-align:left;" | Complete
 +
| style="height:10px; width:500px; text-align:left;" | [https://etherpad.openstack.org/p/searchlight-ui-usuability-study etherpad]
 +
| style="height:10px; width:500px; text-align:left;" | [https://docs.google.com/presentation/d/1TfF2sm98Iha-bNwBJrCTCp6k49zde1Z8I9Qthx1moIM/edit?usp=sharing deck]
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:200px; text-align:left;" | September/October
 +
| style="height:10px; width:400px; text-align:left;" | Architect Information Needs
 +
| style="height:10px; width:300px; text-align:left;" | Interviews
 +
| style="height:10px; width:300px; text-align:left;" | [http://docs.openstack.org/contributor-guide/ux-ui-guidelines/ux-personas/infrastructure-arch.html Adrian Infrastructure Architect]
 +
| style="height:10px; width:300px; text-align:left;" | uxdanielle
 +
| style="height:10px; width:300px; text-align:left;" | Lana
 +
| style="height:10px; width:300px; text-align:left;" | Complete
 +
| style="height:10px; width:200px; text-align:left;" | [https://etherpad.openstack.org/p/newton-help etherpad]
 +
| style="height:10px; width:500px; text-align:left;" | [https://docs.google.com/presentation/d/1caYv3z8q18qEB6pxgpgJBIVBnldvFW7P8dFEOjXuBpo/edit?usp=sharing deck]
 +
|}
 
<br/><br/>
 
<br/><br/>
  
====What is the process for getting a new design into Horizon?====
+
==Documentation Priorities==
Assign yourself a blueprint and get to work! When you have something, post a link to your design docs on [http://ask-openstackux.rhcloud.com/questions/ AskOpenStack UX] and ask for feedback. There'll be the usual revisions. Designs that are ready to go can be added to a new or existing blueprint on the [https://launchpad.net/horizon Horizon project site]. Then, wait for a dev to implement your design. You will be expected to work with developers to answer questions or make updates to your design along the way.
+
{| class="wikitable"
<br />
+
|- style="vertical-align:top;"
Note: As of November 2014, designs should be posted and shared on [https://openstack.invisionapp.com/ UX Designs (for Collaboration and Comments) in Invision].
+
| style="height:10px; width:300px; text-align:left;" | Project/WG
 +
| style="height:10px; width:300px; text-align:left;" | Panel/UI/Doc
 +
| style="height:10px; width:300px; text-align:left;" | Persona
 +
| style="height:10px; width:300px; text-align:left;" | UX Design Contact
 +
| style="height:10px; width:300px; text-align:left;" | Project/WG Contact
 +
| style="height:10px; width:300px; text-align:left;" | Status
 +
| style="height:10px; width:500px; text-align:left;" | link to review
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:300px; text-align:left;" | Docs
 +
| style="height:10px; width:300px; text-align:left;" | OpenStack GUI guideline
 +
| style="height:10px; width:300px; text-align:left;" | Upstream Community
 +
| style="height:10px; width:300px; text-align:left;" | Piet
 +
| style="height:10px; width:300px; text-align:left;" | Rodrigo and Alexandra
 +
| style="height:10px; width:300px; text-align:left;" | Complete
 +
| style="height:10px; width:500px; text-align:left;" | https://review.openstack.org/337202
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:300px; text-align:left;" | Docs
 +
| style="height:10px; width:300px; text-align:left;" | OpenStack persona guideline
 +
| style="height:10px; width:300px; text-align:left;" | Upstream Community
 +
| style="height:10px; width:300px; text-align:left;" | Piet
 +
| style="height:10px; width:300px; text-align:left;" | Rodrigo and Alexandra
 +
| style="height:10px; width:300px; text-align:left;" | Complete
 +
| style="height:10px; width:500px; text-align:left;" | https://review.openstack.org/326662
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:300px; text-align:left;" | Docs
 +
| style="height:10px; width:300px; text-align:left;" | GUI text guideline
 +
| style="height:10px; width:300px; text-align:left;" | Upstream Community
 +
| style="height:10px; width:300px; text-align:left;" | Piet
 +
| style="height:10px; width:300px; text-align:left;" | Linette and Gudrun
 +
| style="height:10px; width:300px; text-align:left;" | Complete
 +
| style="height:10px; width:500px; text-align:left;" | https://review.openstack.org/266449
 +
|}
 
<br/><br/>
 
<br/><br/>
  
====That's a pretty vague process. Can't you give me a little more detail than that?====
+
==UX Design Priorities==
Nope, not yet. We're new to this so the process is pretty ad hoc. We'd love your help making it better! Make suggestions.
+
{| class="wikitable"
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:300px; text-align:left;" | Project/WG
 +
| style="height:10px; width:300px; text-align:left;" | Panel/UI
 +
| style="height:10px; width:300px; text-align:left;" | Persona
 +
| style="height:10px; width:300px; text-align:left;" | UX Design Contact
 +
| style="height:10px; width:300px; text-align:left;" | Project/WG Contact
 +
| style="height:10px; width:300px; text-align:left;" | Status
 +
| style="height:10px; width:500px; text-align:left;" | Invision link
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:300px; text-align:left;" | Horizon
 +
| style="height:10px; width:300px; text-align:left;" | Overview
 +
| style="height:10px; width:300px; text-align:left;" | App Developers
 +
| style="height:10px; width:300px; text-align:left;" | Piet
 +
| style="height:10px; width:300px; text-align:left;" | David-Lyle
 +
| style="height:10px; width:300px; text-align:left;" | In progress
 +
| style="height:10px; width:500px; text-align:left;" | https://invis.io/4V7I5846S
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:300px; text-align:left;" | Horizon
 +
| style="height:10px; width:300px; text-align:left;" | Quota Managment UI
 +
| style="height:10px; width:300px; text-align:left;" | Operators
 +
| style="height:10px; width:300px; text-align:left;" | Piet
 +
| style="height:10px; width:300px; text-align:left;" | TBD
 +
| style="height:10px; width:300px; text-align:left;" | Not started
 +
| style="height:10px; width:500px; text-align:left;" | NA
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:300px; text-align:left;" | Horizon
 +
| style="height:10px; width:300px; text-align:left;" | Horizon UI theme redesign
 +
| style="height:10px; width:300px; text-align:left;" | Operators/App Developers
 +
| style="height:10px; width:300px; text-align:left;" | Piet
 +
| style="height:10px; width:300px; text-align:left;" | TBD
 +
| style="height:10px; width:300px; text-align:left;" | Not started
 +
| style="height:10px; width:500px; text-align:left;" | NA
 +
|}
 
<br/><br/>
 
<br/><br/>
  
====I don't see a blueprint for the work I want to do. What can I do?====
+
== OpenStack UX Cores==
Create a new blueprint! Here is a great guide on creating blueprints[https://wiki.openstack.org/wiki/Blueprints#Creation].  We are now following the [https://blueprints.launchpad.net/horizon/+spec/template Horizon spec template].
+
{| class="wikitable"
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:200px; text-align:left;" | First Name
 +
| style="height:10px; width:200px; text-align:left;" | IRC Handle
 +
| style="height:10px; width:200px; text-align:left;" | Focus
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:200px; text-align:left;" | David
 +
| style="height:10px; width:200px; text-align:left;" | david-lyle
 +
| style="height:10px; width:200px; text-align:left;" | UI/UX Design
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:200px; text-align:left;" | Piet
 +
| style="height:10px; width:200px; text-align:left;" | Piet
 +
| style="height:10px; width:200px; text-align:left;" | OpenStack UX PTL
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:200px; text-align:left;" | Eric
 +
| style="height:10px; width:200px; text-align:left;" | ducttape
 +
| style="height:10px; width:200px; text-align:left;" | Cloud Operations
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:200px; text-align:left;" | Ju
 +
| style="height:10px; width:200px; text-align:left;" | Julim
 +
| style="height:10px; width:200px; text-align:left;" | User Research
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:200px; text-align:left;" | Matt Borland
 +
| style="height:10px; width:200px; text-align:left;" | matt-borland
 +
| style="height:10px; width:200px; text-align:left;" | UI/UX Design
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:200px; text-align:left;" | Michael
 +
| style="height:10px; width:200px; text-align:left;" | hinnant
 +
| style="height:10px; width:200px; text-align:left;" | UX Design
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:200px; text-align:left;" | Rob
 +
| style="height:10px; width:200px; text-align:left;" | robcresswell
 +
| style="height:10px; width:200px; text-align:left;" | Horizon PTL
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:200px; text-align:left;" | Timur
 +
| style="height:10px; width:200px; text-align:left;" | tsufiev
 +
| style="height:10px; width:200px; text-align:left;" | UI/UX Design
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:200px; text-align:left;" | Travis
 +
| style="height:10px; width:200px; text-align:left;" | TravT
 +
| style="height:10px; width:200px; text-align:left;" | UI/UX Design
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:200px; text-align:left;" | Diana
 +
| style="height:10px; width:200px; text-align:left;" | hurgleburgler
 +
| style="height:10px; width:200px; text-align:left;" | UI/UX Design
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:200px; text-align:left;" | Dan
 +
| style="height:10px; width:200px; text-align:left;" | dank_
 +
| style="height:10px; width:200px; text-align:left;" | Cloud Operations
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:200px; text-align:left;" | Lana
 +
| style="height:10px; width:200px; text-align:left;" |
 +
| style="height:10px; width:200px; text-align:left;" | Docs PTL
 +
|- style="vertical-align:top;"
 +
| style="height:10px; width:200px; text-align:left;" | Shamail
 +
| style="height:10px; width:200px; text-align:left;" |
 +
| style="height:10px; width:200px; text-align:left;" | Product WG
 +
|}
 
<br/><br/>
 
<br/><br/>
 
==User Research & Usability Activities==
 
The community has been actively conducting user research/usability studies.  The following are research and results from studies performed to-date:
 
 
* [https://wiki.openstack.org/wiki/HorizonUsability_Testing OpenStack User Research & Usability Studies (includes Results)]
 
* [https://wiki.openstack.org/wiki/OpenStack_Personas_2015 Personas]
 
* [https://wiki.openstack.org/wiki/OpenStackUserSurveys OpenStack User Surveys]
 
* If you are going to do your own research, we'd love for you to contribute results or better yet, to collaborate with you.
 
<br/><br/>
 
 
== Patterns & UX Best Practices ==
 
 
=== Horizon Pattern Document===
 
A pattern library is a collection of design elements that appear multiple times across a site. The intent is to help drive consistency by providing a common set of buttons, tables, workflows for a given interface.
 
 
[https://docs.google.com/presentation/d/1OKy_oXZQSg8Feo0p6Es7giR6a-w_CK8H03D2R2yAUjs/edit#slide=id.g3637a7faf_084 Horizon Pattern Document]
 
 
Please feel free to edit the document if you would like to add content or make changes!
 
 
<br/>
 
 
=== Horizon Assets Library===
 
The UX Team has created an assets library for Horizon that includes components that would be useful in creating mockups of new designs. 
 
 
There are current two libraries.  The first is a more generic library that includes png images of common components that could be used with virtual any graphics or presentation tool such as Keynote or Ink.  The second library was specifically created for Balsamiq (balsamiq.com) and includes groupings as well as components that are native to that specific tool.
 
 
[https://drive.google.com/open?id=0B8h-c0zHxYBoOEtRcEktbVhaUXc&authuser=0 Horizon Assets Library]
 
 
 
<br/><br/>
 
<br/><br/>
  
 
== Helpful Links ==
 
== Helpful Links ==
OpenStack releases:
+
[https://wiki.openstack.org/wiki/HorizonUsability_Testing OpenStack User Research wiki (Landing Page)]
https://wiki.openstack.org/wiki/Releases
 
 
 
OpenStack UX wiki:
 
https://wiki.openstack.org/wiki/UX
 
 
 
OpenStack user research wiki:
 
https://wiki.openstack.org/wiki/HorizonUsability_Testing
 
 
 
Etherpad weekly UX priorities:
 
https://etherpad.openstack.org/p/ux-approval-priorities
 
 
 
OpenStack UX projects and planning:
 
https://docs.google.com/spreadsheets/d/12QapK1FqXzUJJ8YE5CoA2jz8DdeKnY_lLXKMiz5WlCU/edit?usp=sharing
 
 
 
OpenStack foundation board members:
 
https://www.openstack.org/foundation/board-of-directors/
 
 
 
OpenStack technical committee:
 
https://www.openstack.org/foundation/tech-committee/
 
 
 
OpenStack personas:
 
https://wiki.openstack.org/wiki/OpenStack_Personas_2015
 
 
 
OpenStack UX cores
 
https://wiki.openstack.org/wiki/UX/Design#Cores
 
 
 
=====OpenStack User Committee=====
 
https://www.openstack.org/foundation/user-committee/
 
 
 
== UX Achives and Etherpads ==
 
 
 
=== UX Archive ===
 
[https://plus.google.com/u/0/communities/100954512393463248122 Community Sites (old, in transition)]
 
 
 
On mobile applications development [http://www.intellectsoft.net/ read more] here. <br />
 
For User centered UX design [http://www.techved.com/uae/ read more] here.
 
 
 
<br/><br/>
 
 
 
=== UX Discussions at OpenStack Summit Etherpads ===
 
* [https://wiki.openstack.org/wiki/Design_Summit/Liberty/Etherpads#Horizon Liberty Design Summit (Vancouver, May 2015) Horizon Etherpads] <br/>
 
* [https://etherpad.openstack.org/p/kilo-horizon-ux Kilo Design Summit (Paris, Nov 2014) Horizon-UX Etherpad]  <br />
 
* [https://wiki.openstack.org/wiki/Summit/Juno/Etherpads#Horizon Juno Design Summit (Atlanta, May 2014) Horizon Etherpads]  <br />
 
* [https://wiki.openstack.org/wiki/Summit/Icehouse/Etherpads#Horizon Icehouse Design Summit (Hong Kong, Nov 2013) Horizon Etherpads]  <br />
 
* [https://wiki.openstack.org/wiki/Summit/Havana/Etherpads#Horizon Havana Design Summit (Portland, April 2013) Horizon Etherpads]  <br />
 
<br/><br/>
 
 
 
[[Category:Working_Groups]]
 

Latest revision as of 21:41, 11 January 2019


OpenStack Project UX Horizontal.jpg






NOTE: This page is no longer maintained. If you are interested in UX design and improvements, we would love for you to revive this group! Please send an email to the openstack-discuss mailing list to get started!



Overview of research activities on behalf of the OpenStack community

If nothing else, then review this deck

OpenStack User Experience Mission

The mission of the UX Program is to support and facilitate cross-project efforts to improve the overall user experience of OpenStack. We provide user research to help teams identify any issues preventing adoption of their services as well as help the projects validate design and development efforts to address those issues. In addition, we help the project teams create solutions to address customer needs and pain points. Finally, we will provide the OpenStack community with visibility into any user experience issues related to inconsistency across projects.

OpenStack UX Guidelines

OpenStack user experience and user interface guidelines

Meet the OpenStack personas

UI text guidelines



General Information

UX Program

  • For additional information about OpenStack UX, the programs, team, etc., please refer to the UX Program Proposal.
  • For additional information about UX related programs, please refer to UX Program

Mailing List

  • Please feel free to reach out to us via the openstack developer mailing list (openstack-dev@lists.openstack.org). In the subject, use the tag [UX] and we will be sure to see your question/request.

IRC

  • An additional way to get quick feedback or have a discussion with the UX group is to join the IRC channel on freenode #openstack-ux. If you don't get an immediate response, feel free to ask again later or jump over to using the mailing list!

Meetings

The OpenStack User Experience Team regular meetings

  • Every two weeks (on odd weeks) on Friday at 1500 UTC
  • IRC channel: #openstack-meeting-4
  • Chair: <<No PTL currently>> on #openstack-ux
  • UX wiki: https://wiki.openstack.org/wiki/UX



User Research on Behalf of Community

  • Unfortunately, we're not able to post links to video presentation. However, searching for "OpenStack UX project study results" should get you to our youtube channel.
Month Project/WG Research Method Persona UX Contact Project/WG Contact Status Study Etherpad Presentation
Barcelona Summit API WG Usability Rey Cloud Operator piet cdent Data has been collected etherpad NA
Barcelona Summit OpenStackClient usability Rey Cloud Operator piet Dean Troyer Complete etherpad deck
September App Ecosystem WG Interviews Quinn App Developer uxdanielle krotscheck Complete etherpad NA
November Deployment Interviews and Contextual Inquiry Rey Cloud Operator piet piet Complete etherpad deck
November Swift Interviews Rey Cloud Operator piet piet Cancelled etherpad NA
November OpenStack Foundation website usability Survey Quinn App Developer piet Heidi Cancelled etherpad NA
May App Dev recruitment survey Survey Quinn App Developer piet piet Complete etherpad Ask foundation
July Horizon Usability during OSIC training Quinn App Developer uxdanielle uxdanielle Complete NA deck
July/August Operator Information Needs Interviews Rey Cloud Operator uxdanielle Lana Complete etherpad deck
August/September Quota Management at Production Scale Interviews Rey Cloud Operator piet & uxdanielle shamail Complete etherpad deck
September/October Horizon Horizon/Searchlight Integration validation Quinn App Developer uxdanielle uxdanielle Complete etherpad deck
September/October Architect Information Needs Interviews Adrian Infrastructure Architect uxdanielle Lana Complete etherpad deck



Documentation Priorities

Project/WG Panel/UI/Doc Persona UX Design Contact Project/WG Contact Status link to review
Docs OpenStack GUI guideline Upstream Community Piet Rodrigo and Alexandra Complete https://review.openstack.org/337202
Docs OpenStack persona guideline Upstream Community Piet Rodrigo and Alexandra Complete https://review.openstack.org/326662
Docs GUI text guideline Upstream Community Piet Linette and Gudrun Complete https://review.openstack.org/266449



UX Design Priorities

Project/WG Panel/UI Persona UX Design Contact Project/WG Contact Status Invision link
Horizon Overview App Developers Piet David-Lyle In progress https://invis.io/4V7I5846S
Horizon Quota Managment UI Operators Piet TBD Not started NA
Horizon Horizon UI theme redesign Operators/App Developers Piet TBD Not started NA



OpenStack UX Cores

First Name IRC Handle Focus
David david-lyle UI/UX Design
Piet Piet OpenStack UX PTL
Eric ducttape Cloud Operations
Ju Julim User Research
Matt Borland matt-borland UI/UX Design
Michael hinnant UX Design
Rob robcresswell Horizon PTL
Timur tsufiev UI/UX Design
Travis TravT UI/UX Design
Diana hurgleburgler UI/UX Design
Dan dank_ Cloud Operations
Lana Docs PTL
Shamail Product WG





Helpful Links

OpenStack User Research wiki (Landing Page)