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Promoting OSS: Show, don't tell

By Brad Jackel on October 07, 2006 (8:00:00 AM)

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Recently I gave a professional development seminar on effective Internet searching to about 25 colleagues, most of whom have higher degrees in the humanities. The response was overwhelmingly positive and, although it was not the intent of the seminar, they are now enthusiastic about the use of Firefox over Internet Explorer to the point where a number of them asked for my notes to give to friends and family. As the presentation was focused specifically on increasing the productivity of online searching, it was a pleasant surprise to have my co-workers respond so positively to the use of Firefox, to the point where they were even promoting it themselves. There are some lessons for OSS advocacy that can be drawn from this.

The audience for the seminar was test developers like myself who write questions for a range of tests at all levels of education, as well as for the private sector. Finding good material to ask questions about is at least half the job. We use a range of material -- nonfiction, fiction, poetry, art, cartoons, diagrams -- anything, basically, that is appropriate to the age of the candidates and the required complexity of the test. Online search is a major way for us to source material; we have a permissions department to track down the holders of copyrights on any material we want to use. My colleagues are a bright, experienced, and well-educated group of people, but with a couple of exceptions they are not interested in IT or any of the political or technical issues surrounding OSS. Computers are tools, pure and simple; there is little enthusiasm for IT for its own sake.

The reason my colleagues responded so positively to my presentation was that I used focused and relevant examples to explain my points. The first thing that I demonstrated was tabbed browsing. Say, for example, that we needed a unit of questions on a cartoon. At least 90% of the cartoons we might look at would not be suitable, for a variety of reasons. Using IE to go to an index page of cartoon thumbnails and then open one, think about it, go back, open the next, think about it, and so on, is time-consuming and painfully ineffective. Opening them all up in separate windows is confusing, and mass bookmarking in IE is impossible. In Firefox, on the other hand, you can go to an index page (cartoons, maps, diagrams, Google results) and open up all possibilities in background tabs, staying focused on the index page until one has about 40 tabs open in the background. You can click through the tabs and close the ones that are not obviously suitable.

For people not intrinsically interested in technology, this was staggering news. But explaining what tabs are and how they work wouldn't have caught my audience's interest. Showing my colleagues what tabs were, with examples that were directly relevant to their jobs, is what impressed them. I was able to point out that if 90% of what they look at is unsuitable, then being able to deal with 40 items at once means a successful search almost every time. They could see how the ability to bookmark all the material (tabs) in one hit so that it can be recovered with one mouse click months later would help them in a practical way that was directly relevant to their work.

The other Firefox feature that impressed my audience was extensions. For a non-technical user, the range of extensions available is intimidating. What I did was choose a number that were of obvious use to my colleagues and showed them in action -- DownloadThemAll, CustomizeGoogle, ScrapBook and a few others. Again, my examples were specific. Say I find some good stimulus material on Google Books. I want to be able to save that page, save the title page, write my questions, then take a copy of the saved pages to our permissions department to seek use from the copyright holder (read: give them money). Because Google switches off the ability to save the pages, Google Books is effectively useless for my purposes -- cropping screen shots is not, in practice, doable, as I will be dealing with 20-30 books at once from any given search in tabs (most of which, when it gets to writing the actual questions, will prove unsuitable). CustomizeGoogle reinstates the ability to save a page with a right click. Again, this is immediately useful and relevant from the point of view of a test developer.

The lesson for OSS advocacy that can be drawn from this is that when you are dealing with people who view software as a tool, don't enthuse about a better tool and expect to be listened to. Rather, show them the better tool in practice in a way that is specifically relevant to the problems that they need to solve by using it. That is, focus on their task, not your technology. Changing from one platform or software package to another then becomes a non-issue, as the focus is the task, not the tool.

People who are focused on IT are used to seeing the possibilities of new features quickly. People who are not focused on IT are not. Simply explaining what tabs do is not enough -- users need to be shown specifically how to use them.

It is well worth the time to take the trouble to learn what a given audience does with its computers (and how) and then focus any presentation or advocacy on improving that work. Users will enthusiastically embrace a better tool when they are not just told what it can do, but shown how they will be able to use it.

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on Promoting OSS: Show, don't tell

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open source doesn't necessarily mean...

Posted by: Anonymous Coward on October 07, 2006 05:59 PM
... better. Opera is infinitely less resource intensive. Internet Explorer tends to perform better than Firefox. With the exception of tabbed browsing, Firefox really has nothing on IE, sadly. It's a memory hog and eventually people get tired of that. If I were you, I would have shown a quick little timeline that showed the progression of Firefox and all the other browsers that are supported throughout the world (a niche browser like dillo (which isn't even fully ready for the world) should not be emphasized, but something like Opera or Chameleon is worth it).

Just my $0.02 at 2 A.M.

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Re:open source doesn't necessarily mean...

Posted by: Anonymous Coward on October 07, 2006 06:44 PM
You really didn't get the authors point. His particular audience doesn't care about browser development nor their timelines. They simply want a tool that works and makes their daily job easier.

In this case he choose firefox and showed his audience how the features firefox has could help them do things that weren't possible with internet explorer.

So, you say, why didn't he show off opera instead?
The most likley answer is that the author prefers firefox himself and therefore it was the most logical choice (people tend to choose products they are faimilar with and like, even if there are other products that are better).

There could also be that Opera could be quite overwhelming to people that are NON-technical.
It also doesn't integrate well with the rest of the windows gui (sure, firefox dosen't do that either, but it's still closer than the gui opera has).

I personally use Firefox, not because it is "faster" or "safer" or anything. Simply because I'm comfortable with the GUI. I've tried Opera several times in the past and used it in periods but I never got quite comfortable with the GUI.

Opera might be faster, use less memory than Firefox, but if that is the "price" I'll have to pay to use a environment I like I'm ok with that.

So my point after all this, use whatever browser you feel comfortable with (unless it's IE = 6, because its bad standard comliance is a serious problem for webdevelopers, ie7 will hopefully be better in this area).

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Re:open source doesn't necessarily mean...

Posted by: Anonymous Coward on October 10, 2006 12:08 AM
"With the exception of tabbed browsing, Firefox really has nothing on IE" Excuse me? Tabbed browsing may be a specific difference, but you miss an extremely appealing component for anyone including academia - extentions.

There are currenly over 1500 extensions available for Firefox for language, science, communications,etc. These extensions greatly enhance the functionality of the browser - functions that IE does not have.

And have you overlooked the search engines dialog? Unlike IE6 (and IE7) Firefox has hundred of search engines that are neatly packed away in the dropdown window. And if you would like to add your own personalized search engine for a special site, you can make one and use it in your browser.

You may hav offered a logical argument (timeline) but you do not understand the typical end user- esp. the academic user.

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Extensions for Academics: LibX and Zotero

Posted by: karnesky on October 08, 2006 12:49 AM
People in academia may benefit from <a href="http://www.libx.org/" title="libx.org">LibX</a libx.org>, which adds a searchbar for google scholar and online library catalogs and automatically links pages containing COinS, ISSN/ISBNs, etc.

If they're willing to use Fifrefox 2, they might be interested in <a href="http://zotero.org/" title="zotero.org">Zotero</a zotero.org>. This works as a bibliographic manager, a'la Endnote (but with better import/export of many bibliographic standards (included embedded microformats)).

Both are free and open source. I have used both in conjunction with <a href="http://refbase.sourceforge.net/" title="sourceforge.net">refbase</a sourceforge.net>, a web-based bibliographic management system I help develop.

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Persuasion is the key point

Posted by: Anonymous Coward on October 08, 2006 11:09 AM
"Show, don't tell" is a key lesson from the author's point of view, but for most geeks who read this article, it should be noted that this article is also a fantastic example of persuasive communication.

You'll notice that Mr. Jackel focuses on one concise point and presents his message within a formal structure.

-Starts with a summary of his article
-Introduces the scenario and people involved
-Explains the key idea
-Explains why the key idea is so important
-Summarizes the lesson learned

Many computer geeks tend to turn their mouths on like a fire hose when it comes to introducing groundbreaking ideas like open source. Too much information is given out in too short a time with no context, and no real concern for the audience.

Mr. Jackel clearly has a knack for persuasion and well-thought-out communication, which we can see not only in the story he relates, but in the way he tells us the story as well.

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Yubnub

Posted by: ayteebee on October 09, 2006 09:35 PM

If you do a lot of searching of different search engines (google, google images, google maps, dictionary.com, wikipedia, etc) then you MUST get the yubnub toolbar. It allows you to search any search engine you like from the same search box.



<a href="http://www.yubnub.org/" title="yubnub.org">www.yubnub.org</a yubnub.org>



Heh, uh sorry for that little outburst<nobr> <wbr></nobr>:) . Good article by the way (the original title of this post was "YUBNUB!!" but the lameness filter wouldn't let me have that<nobr> <wbr></nobr>:D).

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