sparcopen / opencon

Planning OpenCon Openly
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Plan OpenCon Doathon #4

Closed JosephMcArthur closed 7 years ago

JosephMcArthur commented 7 years ago
JosephMcArthur commented 7 years ago

Okay, I've started to more fully lay out everything to think about here & the first sketches of how it might work. Early days still.

Questions to consider throughout

Resources

What's at hand to deliver the day well?

Challenges

^ these are probably personas that we should be working with throughout.

Goals / objectives

Do we have issues goals? Like promoting work on:

Activities

What are the broad activities we should be doing? What's currently in my head as a plan.

Pre-con

Saturday / Sunday

Do-a-thon day

Post-con

Tool development

rchampieux commented 7 years ago

@JosephMcArthur I'd love to help with this.

npscience commented 7 years ago

Just found this and concur with Robin - count me in if help wanted @JosephMcArthur; I'll add some thoughts to this thread when I have another mo.

JosephMcArthur commented 7 years ago

I'm currently working on a more in-depth plan for the do-a-thon in a gdoc. It's very very rough, and not totally ready for sharing yet but here it is anyway. However, I keep running up against one challenge in imagining how to organize this, basically what technology to use to facilitate an in-person & remote hack that doesn't just focus on code (in fact, far from it).

The current key tasks I want to enable through tech are:

For participants:

anything based purely in a physical space isn't going to work as we need to enable remote participants as 1st class participants. The core solution needs to be asynchronous and have decent discoverability (so, no chat only solutions... although we'll likely use one for the event to supplement).

My default option for these tasks is Github & a web page/site dedicated to facilitating participation and lowering the barriers. When I've looked at other hackathons in the space they're also using Github increasingly (ones that don't are more often than not competitive, and so not interested in openness). However, I know this still raises red flags in terms of getting people used to the software (as would Gitlab). If we want to go completely the other direction... we could just use a mailing list and gain most of these abilities to a reasonable level - but lose out on a lot of potential benefits and being able to do fancier things. Perhaps a modern mailing list like discourse is the way to go... but frankly I've found many of these even less usable than Github!

Potentially we could use a Google form & spreadsheet (perhaps with a UI layer like our potential new version of the R2RC speaker's database https://lorrainechu3n.github.io/open_speakers_database/) but I don't immediately know how that would do everything we need. As part of OpenCon Collaborate we have a Google Form which goes to Lorraine, who then updates our site. But that's far too manual for this and doesn't fulfil all the above needs.

Is there a happy medium, something between Github and an email list for this that I'm missing? What other ways have you seen hackathons facilitated in terms of tech? I'm all ears @sparcopen/staff-opencon / @sparcopen/oc-opencon.

Bubblbu commented 7 years ago

I really like the idea of having Git in the background to manage versioning + provide a more intuitive and less complex interface to do the writing/editing.

Maybe this could be a potential solution? (Haven't tried it myself yet...) https://www.penflip.com/

npscience commented 7 years ago

Honestly, and this may be controversial, for more quickfire contributions in an easier interface than github, Slack has been really useful in my experience. It needs people to be active on there, but it is very intuitive (more so than github). The key benefit is the flexibility of having different 'chatrooms' for different topics. It can be used in browser or app so you can participate remotely. Emojis = instant feedback (like github). You can see who is present in the 'room'. An open-source alternative is Mattermost, but I've not tried it yet.

The chatroom-approach would be great for getting conversation going and collating resources, where github is better for actually doing the work collaboratively with version control. For non-code projects, Google Docs based around a Slack channel could be the lowest-barrier solution.

rchampieux commented 7 years ago

Hi! I agree with @npscience. We use Slack for Science Hack Day PDX to facilitate many of the tasks @JosephMcArthur outlines above and it's worked out really well (2nd year running). We have a Github repo, but we've tended to use that more for organizer activities. This year we're changing this up a bit and will have "Data and Documentation Zone" where people can get help with Github, version control, and guiding potential contributors more generally.

JosephMcArthur commented 7 years ago

Can either of you add me to an event slack that you seen used like this in the past? I'm sold on having chat be a part of this but never imagined that as a primary place to achieve the tasks above. I think I need to "see it to believe it".

On Mon, 14 Aug 2017 at 18:01 Robin Champieux notifications@github.com wrote:

Hi! I agree with @npscience https://github.com/npscience. We use Slack for Science Hack Day PDX to facilitate many of the tasks @JosephMcArthur https://github.com/josephmcarthur outlines above and it's worked out really well (2nd year running). We have a Github repo, but we've tended to use that more for organizer activities. This year we're changing this up a bit and will have "Data and Documentation Zone" where people can get help with Github, version control, and guiding potential contributors more generally.

— You are receiving this because you were mentioned. Reply to this email directly, view it on GitHub https://github.com/sparcopen/opencon/issues/4#issuecomment-322247239, or mute the thread https://github.com/notifications/unsubscribe-auth/AEuWZy9G9eTf_KO0sPCXCuVN53TtAPk7ks5sYH1fgaJpZM4Nv3iw .

-- Joseph McArthur Assistant Director: Right to Research Coalition http://righttoresearch.org/ Co-Lead/Founder: Open Access Button http://openaccessbutton.org/ Twitter: @Mcarthur_Joe https://twitter.com/Mcarthur_Joe Skype: joseph_mcarthur

rchampieux commented 7 years ago

Hey @JosephMcArthur - I just sent you an invite to the Science Hack Day PDX team - we're just starting to exchange ideas about this year's projects, but if you go back to October of last year, you'll see lots of activity. Also, here is our Github org and repos: https://github.com/ScienceHackDayPDX. I think our use of Slack has been productive, but also a bit messy : -) There are improvements and suggested practices we're trying to promote this year.

Bubblbu commented 7 years ago

Another possibility would be to use Gitter. It's quite popular among the open-source community (and is since its acquisition by GitLab Open Source itself) and connects closely with GitHub. Has some nice features such as directly linking to GH issues or creating chatrooms for repositories. Furthermore, I think that it's really nice that you don't need an invitation and/or create a new account to simply access the chat history. In order to participate you'd login with your Twitter or GitHub account.

JosephMcArthur commented 7 years ago

Thanks to everyone for their thoughts, I'd love to hear more.

I've started to pull together a fuller plan (rather than a list of questions & considerations) here.

I think a few key questions:

aldirdiri commented 7 years ago

@JosephMcArthur A bit off point here, but I would like add few points to this sketch to make the maximum use of the Doathon plan. I believe adding a workshop on how to plan/organize a Doathon would be a great addition to the program.

This way the participants will be prepared to join the Doathon prior to their arrival (webcast), will learn how to plan/organize one, and will then experience how a Doathon will look like. So they will be able to organize ones back home and they may also raise a discussion on the barriers of organizing Doathons in the global south and the ways to overcome during the Doathon Day if they feel there are any. And this can partially answer your two questions of "How do we use the 3rd day most effectively? How can this be supported by the before, during & post-con programming" and "How do we use workshops to support this?".

Regarding your recent questions, I am with the idea of having workshops during the day as long as they are optional.

npscience commented 7 years ago

Some further thoughts/responses:

The doathon itself Considering the personas you've listed, I see no problem in having workshops on specific projects (e.g. full morning/full afternoon) and people dropping in or committing for longer periods of time to work on a project. Some people might go between rooms to shop for a project of interest, others may commit to one project only for the whole time. One of the workshops could be a "how to get your project started" one, and people can drop in for advice from more established project leads, e.g. one of the previous Moz Open Leaders could run a Working Open Workshop. Another could be "how to arrange your own doathon" as per @aldirdiri's suggestion. So there'd be some workshops organised by OC to facilitate, and others organised by project leads to actually do the work. Would that work?

Communication tools @JosephMcArthur Some of the good Slacks I've seen aren't open for me to invite you to, but I've sent you link for Software Sustainability Institute's Collaborations Workshop event this year. They had a doathon on the third day too. At that event, Slack was helpful for connecting people, but several people were talking on Slack instead of listening to talks. I've seen them used well for hackathons - e.g. channels for help-needed, for individual sponsors, for announcements, etc etc. Also, people stay on the Slacks after the conference and discussion/connections often continue. So it's great for community persistence. A problem with Slack is that beyond a certain number of messages, you need to pay to retrieve the history.

There is an open source alternative to Slack, [Mattermost][https://about.mattermost.com/], but I'm not sure how to install/use it or whether it's better than Slack for this purpose. The point is that you can run a private instance, so messaging isn't shared with Slack, the commercial company.

I agree with @Bubblbu re Gitter's features for github, and it's also available as a mobile app. However, I don't find it as intuitive as Slack, and it lacks the feature of threading a conversation and responding to specific things. However, Gitter could be a perfectly fine solution.

Connecting remote people To broaden it beyond in-person, we could follow the MozSprint way and have a series of check-in community calls. So people are contributing/discussing online (github, twitter, mailing forum, however) and then there are bursts of synchronous conversations to give updates and meet each other. Basically, there could be one the evening before to introduce the projects and invite remote contributors (works for US and Europe timezones), one in the morning to get started/meet/see anything done overnight by US folk, one at lunch, one at the end. The aim should be to facilitate remote-local connections and to ensure contributors have the resources they need to contribute remotely.

I notice you've got documentation sprints in the schedule - perhaps these could be kicked off by 10-minute online meetings to bring people together. You could enforce that these meetings are done on Google hangouts/by video call to make remote participation a first-class citizen.

char-siuu-bao commented 7 years ago

Tech/Communication Tools

Just wanted to summarize most of the ideas presented so far on the thread:

I think it's possible to do both these things - use Github for higher level documentation, but also Slack for more mundane convos around getting tasks done / Google Docs for collaborative writing, etc... I do think it's important that if we use all these platforms, that they be consolidated and displayed in a user-friendly way to in-person AND potential remote participants. I think we should have a do-a-thon microsite that displays all projects, project descriptions, help needed, and links to the project github and slack channel. That way people can browse easily for projects they are interested, and then easily find links to participate in those projects.

This can be easily organized via Google Sheets/Forms and then integrating with Sheetsu to present a UI layer like we've done for the new speakers database (as Joe pointed out).

I think a microsite is a great way to build momentum for the do-a-thon in the weeks leading up, and to also advertise/recruit projects (both in-person and remote) in advance!!

Super super quick mock-up of what a microsite could look like: https://codepen.io/lchuen/pen/NvzBwP

Workshops

I think optional workshops are a great idea, as long as we have people willing to facilitate them? I imagine the facilitators might also be people who are active in the community and will also be wanting to work on projects during the day. However, I think having optional workshops are important, especially for those who might be trying to figure out what they want to do or need a little bit more guidance before diving into a work session. I think they could also complement existing projects, or clumps of project that could use advice/support on certain themes. I like the idea of doing a workshop on rapid prototyping, and along that same vein I think it would be useful to have a session on design-thinking/problem framing for many folks (so they can be more intentional about the prototypes they are building during the do-a-thon).

rchampieux commented 7 years ago

I'm really keen on the idea of option workshops - and there are some great suggestions in the Google doc. If we keep the workshops compact (maybe an hour or two at most), facilitators and participants will be able to workshop and contribute to projects.

Additionally regarding documentation - at this year's Science Hack Day PDX, we're setting up a Documentation Zone where attendees can come at anytime to get help on this front. Maybe something similar would work for the Doathon?

JosephMcArthur commented 7 years ago

I've spent an embarrassingly long time thinking about this, and not got very far. I have a few things to update on though.

npscience commented 7 years ago

Apparently this tool - http://lifehacker.com/thread-reader-reformats-tweetstorms-into-text-essays-1798630765 - can assemble twitter threads into essays.

This could deal somewhat with the difficulty of finding twitter convos again later, without the hassle of making storifys. So one option for increasing twitter info persistence.

Also, if people are concerned about joining twitter, they could make a fairly anonymous account for the event, even with a new email for it.

One risk - interference from people outside the event who aren't really engaging as virtual participants. We may need a way to deal with negative interruptions - e.g. A well-phrased tweet from an OC member to act as a reply to shut something down, or a policy to ignore/report tweets. Mind you, any virtual and inclusive platform for will need this kind of forethought.

I'm onboard.

rchampieux commented 7 years ago

I'm onboard too and apologies for the tardy feedback (vacationing 🌴 ). @JosephMcArthur your reasoning for using Twitter as our chat platform makes a lot of sense.

Also @JosephMcArthur, can you can you clarify what you mean by:

I'm worried that the workshop idea doesn't really reflect how people work, or help to engage people remotely. Instead, it might make more sense to provide & curate resources up front, and back that up with people who're willing to be "on-call" during the meeting to jump in and share their expertise on the topic & proactively go and help.

I'm think I may be missing/misunderstaning some context.

char-siuu-bao commented 7 years ago

I'm having some difficulty understanding how functional Twitter would be for chat in terms of a collaborative workspace context - threads get lost, there's a character max; would we organize each do-a-thon project by hashtag? Maybe I'm totally missing the mark on what folks are imagining, would love some clarity! @JosephMcArthur

Bubblbu commented 7 years ago

Do-a-thon page feedback: a few (subjective) comments

char-siuu-bao commented 7 years ago

Thanks @Bubblbu! @jpolka also mentioned the button thing - we have made it hopefully less confusing now!

And thank you for catching those other stylistic errors - hopefully it's organized a little more intuitively now!

npscience commented 7 years ago

Do-a-thon page feedback

I ❤️ that you can explore projects by contributions needed and region, thank you @lorrainechu3n 💯

Major comments

Minor comments


Workflow feedback

General point for both workflows: I find it frustrating when I load a GForm then find out there's stuff I need to work out/draft before submitting. Is it possible to include the information required on the main page, e.g. a screenshot of the form or a simple bullet list?

Submit a challenge

It takes me a while to find the link to submit a challenge on this page. I appreciate you probably want to remind people to check existing challenges first, to avoid duplication, but if I'm a returning submitter, I'd like to be able to scan to an obvious link or button.

Submit a project

Easy.


I am so grateful that you've made this page. Thank you for all your efforts! 🦄

rchampieux commented 7 years ago

Hi @lorrainechu3n and @JosephMcArthur great work on the site! A few points of feedback for you:

Submit a Challenge

For the do-a-thon, we're encouraging participants to think about problems in terms of "How might we?" statements. This type of framing can encourage us to think big, consider multiple perspectives, and focus on a variety of possibilities rather than fixating on a pre-determined solution.

Come up with a "How might we___?" statement for your problem. Make sure to explore the challenges others have already submitted to ensure we're not proposing the same problems twice. (If you do see a similar challenge - consider joining forces with them!)

Thanks so much for your work on this - it's awesome, and I'm really looking forward to using it in the wild!

rchampieux commented 7 years ago

Re the submit a challenge form, I would suggest making the form description more succinct - that's a lot of text and it communicates more than you need to get a good and well formatted challenge.

rchampieux commented 7 years ago

The form includes the following issue areas: Open Access, Open Research Data, Open Education, Open Research.

rchampieux commented 7 years ago

Hi...a little bit more feedback, this time mostlyon the project submission page.

char-siuu-bao commented 7 years ago

Converting @npscience and @rchampieux's super helpful feedback into a mini to-do list here to keep track of (& to comment on!)

Actions from Naomi's Feedback

Major comments

Minor comments


Workflow feedback

char-siuu-bao commented 7 years ago

Actions from Robin's Feedback

npscience commented 7 years ago

Wow, amazingly quick response!

@lorrainechu3n @JosephMcArthur re: linking projects and challenges... I think it could be about establishing a practise using github referencing, yes. The danger of doing this via the OC website is that people might not navigate to the most relevant issue for adding a link. Worth watching what people do live?

JosephMcArthur commented 7 years ago

I'm planning on making a simple explanation gif with all the Github things we want to see. I can include this practice there!

JosephMcArthur commented 7 years ago

Somewhere someone (@npscience or @rchampieux??) asked why there is a delay on getting the instructions for posting after submitting the form & if there is moderation required why not just remove stuff after posting. I just wanted to respond to that quickly!

We did discuss this, and it's likely it could be workable. However, in general, we find that the levels of spam / off topic (even well-meaning) discussions that get caught on our mailing list & collaborate moderation justifies the hurdle here. As the do-a-thon will hopefully be highly visible, this level may even increase (it tends to).

However, in this round of testing the moderation system broke. Usually, for anyone in the room, and who's scored well in their application or engaged with us deeply in the past, they'll get the email instantly. We're still trying to understand why it broke and may have to revert to a simpler system (if in room, send instantly, if not, don't) but we're trying to avoid that for lots of reasons.

We opted for submitting these through a gform as it allows us to make it non-techy friendly and have another point for instructions / help etc.

npscience commented 7 years ago

Thanks Joe, I said something about the form being a blocker but removed the comment after thinking a bit more. Good to hear the explanation! :smile:

On 24 Oct 2017, at 19:49, Joseph McArthur notifications@github.com wrote:

Somewhere someone (@npscience or @rchampieux??) asked why there is a delay on getting the instructions for posting after submitting the form & if there is moderation required why not just remove stuff after posting. I just wanted to respond to that quickly!

We did discuss this, and it's likely it could be workable. However, in general, we find that the levels of spam / off topic (even well-meaning) discussions that get caught on our mailing list & collaborate moderation justifies the hurdle here. As the do-a-thon will hopefully be highly visible, this level may even increase (it tends to).

However, in this round of testing the moderation system broke. Usually, for anyone in the room, and who's scored well in their application or engaged with us deeply in the past, they'll get the email instantly. We're still trying to understand why it broke and may have to revert to a simpler system (if in room, send instantly, if not, don't) but we're trying to avoid that for lots of reasons.

We opted for submitting these through a gform as it allows us to make it non-techy friendly and have another point for instructions / help etc.

— You are receiving this because you were mentioned. Reply to this email directly, view it on GitHub, or mute the thread.

bradyyano commented 7 years ago

Hi both,

Just a couple of suggestions

Will keep poking around. Hopefully this is helpful?

katerinadima commented 7 years ago

Hey guys,

Just submitted a challenge (both in actuality and to review the process).

In all honesty, I didn't encounter any bags or glitches - except for when you load a page, there is a weird interface appearing in between the change.

Joe: Issues page still feels overwhelming, how can we help?

From my side, this seems like an amazing idea and I can't wait to see the outcomes. Very well thought out, very well organized and just, bravo!

I am sorry I didn't have more valuable input, will read more thoroughly again!

guichactis commented 7 years ago

Hi everyone! Sorry for the delay @lorrainechu3n and @JosephMcArthur , specially since you've worked so hard on this. First of all, at firts glance it looks amazing!. But going through it as a not native English speaker, I find there's a lot of text and it can be hard to keep up with all of the instructions.

  1. Challenge section

2.Participate section

Joe: Consider if we make a how to github page in the footer

  1. Project section

Are we considering the possibility of submitting projects that could need help, but for which we're not responsible? If so, could there be an option for indicating so at the google form?

InquisitiveVi commented 7 years ago

Hi everyone, I'm joining here a bit late. Thank you @lorrainechu3n and @JosephMcArthur: the landing page is very informative. I tested Google form submissions.

JosephMcArthur commented 7 years ago

Hey folks, just wanted to say thank you AGAIN for jumping in and all your great feedback.

In the last 12 hours @lorrainechu3n and I have made as much of your feedback into a todo list on here, and started to tick it off as far as we can with changes in response.

JosephMcArthur commented 7 years ago

THANK YOU 💯 🥇 👍 to everyone for their feedback here. We're going to shut now, as we're trying to make sure we're focusing on issues that need urgent work in the final hours.

Please drop us emails with more feedback, or grab us in person, when / if you have it.