The Software Conundrum

Many people I know struggle with technology. They bumble by, more-or-less managing to make their computer do what they want it to do, but often without that real sense of confidence that comes from feeling fluent with the software they are interacting with.  And let’s face it, when we talk about “technology”, we mostly mean “software”. Sure, there are some hard-to-use hardware devices but by and large when I watch someone struggling to feel comfortable using “technology”, it’s usually because they are out of their depth with the software they are trying to use, not the hardware.

It might not seem like it when you’re so frustrated you just want to throw your laptop out the nearest window, but companies who build software try really hard to make their tools easy to use. Of course, not all software is actually easy to use, but I do believe that all software designers really do try to make their software as easy to use as possible. It’s not easy… some of the things we expect software to do are incredibly complex, and designing software that does complex stuff while also making it easy to use, is really hard to do well!  But the next time you are struggling to use a piece of software, remind yourself that someone, somewhere, probably spent a great deal of time and energy trying to make it as easy as they could. And no matter how much it might feel like it, the software designer’s goal was not to confuse and frustrate you.

Because writing software is so hard, it takes a special kind of person to do it. Software developers are usually incredibly intelligent people because you really do need to be fairly smart to write software. Most developers also have very systematic and methodical minds, because, again, that’s just the sort of mind you need to write software. It’s this combination of high intelligence and methodical thinking we sometimes call an “engineer’s mindset”, and while you need it to write good software, it’s really not the way the majority of us think.

And that’s part of the problem of why there is so much “hard to use” software. The people who create it are often on a completely different planet to the people who use it.  For a super smart software engineer, the term “easy to use” might mean something entirely different.  Because most “dumb users” find it difficult to think the way engineers think, and many engineers are unable to put themselves in the shoes of the average end user, there is often a huge mismatch between the two groups that ends up making software seem much harder to use than it should be. (You might like to read The Inmates are Running the Asylum by Alan Cooper for a really good insight into this problem) Thankfully, software has gotten much, much better over the last few years thanks to much better development environments and more flexible programming frameworks, a greater emphasis on end-user usability testing, a greater acceptance of the idea of a “public beta”, and also the “appification” of complicated software in small, app-sized chunks on easy to use mobile devices.

So thankfully, things are improving.  But if software is getting better, and companies really DO try hard to make their software as easy to learn and use as possible, why do so many people still seem to find it so damn hard to use?

So here’s a few tips for becoming a much better, more confident and more fluent user of modern desktop software…

Mix it up!

This was one of the most powerful things I ever did to become a more fluent software user… I deliberately started using software that was different to what I was used to. If you use a software tool to do a particular task, find out what other software tools do a similar thing, and try them.

For example, if all your word processing is done in Microsoft Word, try using some other word processing tools for a change. Libre Office Writer, Google Docs, Zoho Writer, WriteRoom, Scrivener, AbiWord… the list is long if you look. There is something incredibly liberating about trying a different tool than the one you’re used to. It forces you to see things more conceptually – to understand the concepts of formatting text, rather than simply remembering where the Bold button is located. As you move between multiple tools that do the same task, you start to see the commonalities and the differences between them.

You realise that all tools in this category have certain core features, but you also see how different tools implement some of those features better or worse than others. You start to think in terms of function rather than form. You develop a better ability to scan your eyes over the interface quickly, spotting the buttons you recognise, even though they might look a little different.  You realise that the design of software is far more consistent and predictable than you maybe imagined it was. You start to see the ways that different programs handle the same common file formats.

Are you a PowerPoint user? Why not try Keynote, Google Presentations, SlideRocket, Libre Office Impress, Prezi or 280 Slides?

What do you use to edit video? Whatever you use now, take a look through some of the alternatives from iMovie, Windows Live MovieMaker, Pinnacle Studio, Sony Vegas, Adobe Premiere Pro or Premiere Elements, Final Cut Pro X.  As you might imagine, if you actually did try all these different video editing tools, you wouldn’t just know how to use a bunch of video editing tools, you would truly understand the core idea of what it means to edit video.

There is great alternative software in most of the major categories. Just go to Google and search for [alternatives to X] where X is the software you use now, and see what you can find. Much of it is free to try, if not completely free to use.  Using lots of different software tools that do more-or-less the same job makes you a far more flexible and adaptable user. You don’t have to permanently switch from your old faithful tool if you don’t want to (although you might be surprised at how good some of the others are!) Switching to a new tool is not the point of the exercise. But by trying lots of new tools you will develop a far deeper understanding of what software is all about, and your technological fluency will take a supercharged leap forward.

Trust me on this.

Check out your options

Whenever you work with a new piece of software, take a moment to explore the options or preferences.  On most Windows software you’ll find it under the Tools > Options menu, and on the Mac its in the application menu under Preferences.

Whenever I get my hands on a new piece of software, I go straight to the prefs or options and spend a few minutes looking through them. Those few minutes are always paid back in greater productivity through having a better sense of what the software is all about, plus I can usually find lots of little tweaks that make the software work the way i want it to work.

It astounds me how often I see people struggling (sometimes for years!) with some annoying behaviour in their software that can be easily changed simply by unticking a checkbox in the preferences. Don’t be one of those people.

What’s on the menu?

The other thing I will always do with any new piece of software is just take a moment to look through all the dropdown menus to see what’s there. Many of them will be immediately recognisable – obvious ones like cut, copy, paste, select all, etc – through to those that will give you some clues as to what the software might be able to do.

Seeing choices like Arrange, Group, Align, etc immediately tell you things about what the software can do.  The View menu often lets you change the way you see the software by accessing fullscreen mode, changing zoom levels, and so on. If you’re observant you can also pick up some great keyboard shortcuts as well.

Look for menu items than you don’t recognise too. For example, if you’re usually an Internet Explorer user you might be intrigued by options such as Chrome’s Incognito Window. Click it. See what it does. It’s software, you can’t really break it, so go explore!

Don’t be afraid to call for help

Every piece of software I’ve ever used has a Help menu. Someone, somewhere, went to a lot of time and trouble to document this software and explain what it does, how to use it, and how to get the best out of it. Why would you not use it?

And yet, whenever I see someone struggling with a piece of software, I can almost guarantee that the answer to “have you checked the Help menu?” is no. C’mon! Just use it… Look it up if you have a problem, or just glance through it to pick up some useful tips. Don’t be so helpless.

I can’t even tell you how many times I’ve showed someone some ridiculously simple time-saving tip that has totally changed the way they work, only to have them ask “How do you find this stuff??!”

Easy. I once got stuck on the exact same problem as you, and I looked in the Help menu to work out how to solve it. Just like you can.

If you really don’t want to use the Help menu (“It’s so complicated!”) then just Google your problem. Just type in something like [how do i merge 2 tracks in audacity]. Believe it or not, you won’t be the first person to ever ask that question. Someone has already solved it. Learn from their experience.

Putting this into action with your students

A task I’ve had my Computing Applications students to do several times now is to create a user manual, either in text or screencast format, for a piece of software they’ve never seen before. It’s not hard to find obscure software tools that most students have never heard of, so pick a few for them to choose from and get them to create a user manual for one of them. Not only do they need to learn a completely new piece of software, they also need to figure out how to clearly explain it’s features in a way that non-users can easily understand. They can’t do that unless they understand it themselves.

They’ll need to learn quickly, communicate clearly, have empathy with end users, and also learn new presentation skills. Try also to get them to run some real usability testing with other people using the training resources they’ve created in order to see how well they have communicated their understanding. Everytime I’ve done this, my students have found it a useful and worthwhile task.

Got any other tips for learning new software quickly? I’d love to hear them.  And if you’re a fluent software user, add a comment and tell us what the “penny dropping” moment was for you, when software started to make sense.

Less is More

Sometimes it’s good to stop and take stock. To think about getting rid of some of the clutter that we allow to build up.

You may recall that I was thinking about shifting my blog to a new server and running a self hosted WordPress blog. Well, I had intended to think about it a little before I did anything drastic (I think that’s called procrastination), but once you get started on these things it all begins to snowball so you may as well just get on with it.  So here we are… the new online home for Betchablog.

If you’re reading this in an RSS reader then you probably won’t even notice a change (at least I hope not! Moving the old RSS feeds across to a new server was something that always put me off making the move, but I think I worked it out). I used Google Forms to ask for some feedback about the old blog and 41 people took the time to respond with some really useful comments. (That Google Forms is just so darn useful!)  It’s good to occasionally stop and take stock of some of the things we do – and although I’ve never really been one for focus groups or being led by the popular vote, it was good to get some feedback from others and see things from their perspective.

The results of the survey were interesting and essentially confirmed some of what I had been thinking myself… the previous site was ok, but it was a bit bland, the sidebars were a bit cluttered and it was confusing to find stuff. Regarding the look of the last site, survey respondents used words like “ugly”, “unneccesary”, “visual clutter”, “text-book-look”, “convoluted”, “a bit loud” and so on, but the best one of all was “the sidebars represent Web 2.0 gone crazy!”

Somewhat more encouraging were the number of people who remarked that they enjoyed the quality of the writing and the content and confirmed this as the real reason they were interested in the blog in the first place.  One commenter said “I come for the content, not all the bells and whistles”, and I thought to myself “Good point! I should be blogging for the content and not all the bells and whistles!”

It’s funny how we can often do things, not because we particularly need them, but just because we can.  Most of the widgets and visual clutter on the old blog was there because… well, because they could be!  The great architect Ludwig Mies van der Rohe probably said it best with his famous phrase “Less is More”. In the same way that music needs rests and pages need whitespace, sometimes the things we do can be more effective by what we don’t include. From my own web browsing experience, I know how annoying it can be when you arrive on a site and it takes several minutes just to work out were the actual content is. So that was the first goal for the new site; to simplify it a bit and get rid of some of the stuff that really didn’t need to be there.

The second thing that mattered to me was improving the site functionality.  The last site had just grown organically, and although it helped me learn a lot about blogs and feeds and user interface issues and writing and layout and so on, I wanted to take some of those lessons and use them in the new blog.  I wanted the new blog to provide better functionality for anyone who came to it, with a simple navigation and easy access to features like better search tools, improved RSS feeds, a mobile version of the site, and clearer ways to actually find what’s worth reading here.

And thirdly, there is a whole lot of interesting stuff that can be done with WordPress when you have control over the server. Actually, it becomes an exercise in restraint… there are thousands of plugins and widgets and themes and things that can be added to WordPress, but I think the trick is to find those things that focus on improving the user experience and to resist the temptation to add them simply “because I can”.  I can definitely do more cool stuff on the new server than I could on the old server, but ironically, I’ve tried to exercise more restraint about what gets included. When I was thinking about moving to my own site I had all these ideas about what I might include, addition features, funky graphics and so on… but really, I think it’s better if it’s kept simple. It’s just so easy to get carried away!

And although it’s just a blog, it’s actually been a bit of a life lesson.

Anyway, I hope you like the new site.  If you have any thoughts on it just drop them in the comments. If you’re more of an RSS type and rarely ever visit the actual site, I’d love to know that the feeds are working for you. I plan to write another post soon with a bit of technical info about the sorts of plugins and options I have used, just in case you’re interested in that sort of thing.

Image: ‘stones
http://www.flickr.com/photos/24532907@N06/3251916229

The WordPress Tango

For a few years now, this blog has been an important place for me to do my “thinking out loud”, and in the process it’s been extremely rewarding to have been able to share some of that public pondering with others.  I’ve learned a great deal from the whole blogging experience and although the frequency of posting has sometimes varied with life’s little circumstances, on the whole it’s been wonderful to evolve this blog as my own little place in cyberspace.

I have absolutely no intention of changing the role of this blog as a place to think about, share and discuss ideas that interest me.  Despite the rise of Twitter and other microblogging services, there’s a lot I can’t say in 140 characters so I plan to be writing here for quite a while yet.

The theme for this blog has been pretty much the same since I started it here on Edublogs.  Almost from day one, I chose the Andreas theme, a WordPress theme designed by the incredible Andreas Viklund because it has a number of design features that are important to me – two sidebars and an “elastic” resizing that stretches the main column to fit any size browser window. It has the usual ability to embed various widgets and feeds, but most blog themes can manage that.  And while it has a few customisation options for changing colours and so on, visually it’s a pretty basic sort of theme.  Some might even say it’s a bit boring. I’ve often thought about changing it, but I’m wary of just swapping themes at random and besides, although Edublogs may offer 100 different themes there’s only handful that I actually like.

Although I’ve said many times that I blog mainly for myself, it’s still nice to think that there are readers out there who actually spend time reading this stuff. While it might be fun to just swap themes whenever the mood strikes me, I’m sure it would be a little off-putting for visitors if the site looked different every time they dropped by. For me, providing some visual consistency with the aim of building readership has been more important than simply swapping blog themes for my own amusement when I’m bored, even though I am often tempted to.

Lately though, I am really getting itchy feet to do a site overhaul.  There are some really interesting WordPress themes and plugins around at the moment, and I’m feeling the need to take advantage of them.  Of course, this may necessitate a move from the legendary Edublogs service to a self hosted WordPress server.  That makes it quite an emotional decision, because both James and Sue have been awesome in what they’ve offered to the global blogging community over the last few years.  They have both been personally very helpful to me when I’ve had requests, needed assistance or I’ve just been able to hang out with them.  The thought of not having my blog running on the Edublogs servers is hard to imagine.

But in the last few months I’ve had to get a bit of WordPress backend experience.  We installed our own WPMU server at school after Edublogs placed restrictions on non-supporter blogs, and to be honest, managing the server has been really quite straightforward.  It took a bit of fiddling to get some of the RSS running just the way I wanted, but once it’s done it works just fine.  I also helped my partner Linda set up her new self hosted blog and was quite stunned at the additional power and options she got from it.

The other thing I did which helped me understand how this stuff works was to install WordPress locally on my MacBook Pro.  It’s quite straightforward and takes advantage of the super-useful MAMP stack, a neat little bundle of tools that, with one easy click, runs Apache, MySQL and PHP on the machine, effectively turning it from a regular old laptop into a powerful web server capable of delivering server-side applications like WordPress and Moodle.  By running MAMP and installing the WordPress code, I now have a fully functioning WordPress server on my laptop that lets me experiment and play with all sorts of themes and plugins from WordPress.org.  If you’re even only slightly technical, you should find it very easy to do, and extremely worthwhile.

If I do make the move to a self-hosted WordPress installation, the other thing I haven’t really worked out is how to handle the subscribers feeds.  The blogs currently has nearly 1200 subscribers and I’d rather not just lose them and start again.  I do redirect my subscription feeds through Feedburner, so it may be as simple as just telling Feedburner what the new site URL is.  Then again, it might not be that simple either.  I need to take a closer look at how that stuff works.

Either way, moving from Edublogs to a new server, moving from the current blog design to a new one, are all decisions that I’m still wrangling with. It’s easier to just leave things as they are, but perhaps it’s time for a change.

So I’d really appreciate your thoughts… assuming I can look after all the technical backend stuff to get the same or more functionality from the blog, but with a nice fresh clean theme, what do you think? Should I make the change?  Do you even care?  If you could take a moment to do this quick survey I’d really appreciate it.

And thanks for being a reader!

Image: ‘Do you Tango? [snag]
http://www.flickr.com/photos/36613169@N00/378823