Last update: February 25, 2022
The question of how to design inclusive and accessible digital tools that both empower and share the diverse experiences and stories of equity-seeking arts workers has been on our mind for a long time. With your support, the answers we are coming to are helping to guide the development of our software platform, Hatch Open.
Hatch Open is an open source, cloud-based software solution with three core modules in development for Phase 1, including:
- Financial management (budgeting, invoicing, payment processing)
- Impact investing (impact measurement, storytelling, and crowdfunding)
- Ecosystem mapping (individuals, organisations, knowledge resources, artworks, tools, and perspectives).
Behind the scenes, we have been busy developing core metadata structures and interface mockups prior to full-time coding in Spring and Summer 2022. Our design approach has one guiding motto:
Tech that you can hold in one hand.
This motto is being realized in our interface design concepts where users are faced with no more than five complex decision points at any one time. This is an important commitment to our everyday lives where software often overwhelms us with walls of buttons, icons, and hidden features in the name of efficiency for software developers and not for users.
In the first of many walkthroughs to come, below you will find some examples of mockups we have been working on. They are selected from different points in the user experience and do not include every step along the way. We would love to hear your thoughts. Stay tuned for some upcoming workshops online where we will walkthrough this and much more!
Part 1: Account creation
The first Sign Up window is very simple with only three questions:
- Username (unique to the user)
- Email address
By default, every major heading and data entry field here (and throughout the interface) has a contextual help button clearly displayed. No searching through large help documents for the support you need.
Advanced users can decide to hide help icons or move them to contextual menus in account settings. An example of the types of information and how they may appear as a popup dialog box on a mobile device are shown in the mockup. On a desktop, these help tips would likely be displayed in a separate help tab or panel instead of the main window.
Once their login email address is verified, users will be encouraged to setup additional security measures for their account including:
- Alternate account recovery email address
- Security questions
- Two-step identity verification
Here are some of the interactions that follow under each of the add security options.
After basic Sign Up details are verified, all new users are required to define a Terrain before proceeding further with the software.
Behind the scenes, Terrain represents an essential “ground”, or “personality” if you will, for each user profile based on five required elements:
- Body: Company, Individual, or Family
- Lens: Personal or Professional
- Domain: Worker, Consumer, or Governor
- Worker: Creator, Producer, or Manager
- Consumer: Patron or Investor
- Governor: Board or Advisor
- Location: City, Province/Territory/State, Country [Postal Code optional]
A user is permitted to select only one of several options available under each of the five elements in order to build up their Terrain. Each of their selections are used by the software to help identify the types of data and services required to support the user’s individual needs. For users, Terrains serve as a starting point for organizing a wide array of private, semi-private, and public information and activities into different profiles.
For example, a Creator (an independent choreographer with Individual, Professional, and Worker options for Body, Lens, and Domain) might use their first Terrain to manage and share budgets (financial module), stories (ecosystem mapping module), and solicit donations (impact investing module) similar to a company or fan page that is commonly available on social media platforms.
This same artist might also work in other industries, however, perhaps as an extra wrangler for motion pictures. If they wished to manage a profile for this profession that is separate from their choreographer role, they would need to create a second Terrain to facilitate this. By doing so, they will be able to choose to publish each of their Terrains onto a single profile page (essentially with menu items for each) or as distinct, unaffiliated profiles.
By default, basic (free) accounts will be permitted a single Terrain only. If a user desires multiple Terrains, they will have to upgrade their account.
For users that have created multiple Terrains, the My Terrain view lists their available Terrains with links (on hover) to select edit, view, and other related actions. Adding new Terrains and filtering the list view are other options.
Basic legal information to establish the identity of users with an Individual Body type is fairly simple, including:
- Full legal name
- Birth date
Different information may be shared on the user’s public profile pages. To the right of the data entry fields are lock icons. These confirm that the information provided is private and not shared with anyone else. Clicking on the lock will provide an opportunity to select different privacy display options.
Basic legal information to confirm identity for Companies is a bit more complicated, including:
- Company legal name
- Alternate company name: DBA Doing business as, Operating/common name, Previous legal name
- Individual representative full legal name
- Company legal date: Registration date, Founding date, Incorporation date, Charter date (as appropriate)
- Structure: Ad hoc collective, Business, Cooperative, Corporation, Charity, Subsidiary, Partnership, Sole proprietorship, and Other
- Margin: For-profit, Not-for-profit (non-charitable), Non-profit (charitable, public sector, and other alternative entities), Social enterprise (for profit for social good), and Other
- Business registration number
- Parent company detail if necessary
Turning on the option, “multilingual company name”, will open up additional screen data shown in the next image.
For companies with bilingual names, the multilingual window will help them to identify multiple translations of their company name and customize the display order and formatting.
Once their core Terrain is established, the next steps for new users will vary according to their individual profiles.
For an Individual Creator (i.e., artist), one of the next steps includes entering data related to the following five key elements with five sub options each:
- Streams: Industry, Discipline, Field, Specialty, and Role = Professions
- Currents: Learning goals + Process inspirations + Wisdom applied or developed + Issues explored + Topics supported = Practices
- Ripples: Target or theory of change + Communities reached (geography) + Worlds touched (real, virtual, natural, etc.) + Equity-seeking groups prioritized + Metrics for evaluation = Impact
- Actions: Education + Employment + Services + Projects + Events = Experience
- Assets: Artwork + Knowledge resources created + Perspectives shared + Tools developed + Other = Portfolio
A sixth element, Stories, will help users to identify connections between all the above over time = Yearbook.
To add their first Stream, a Creator such as a choreographer will begin by searching the Hatch Open database for available options that best match their chosen career.
To narrow their search, the user selects one Industry (Artistic, Creative, or Cultural) before typing their Profession title into the search field. Search results are displayed below and the user may select one by hovering over it and selecting the add button.
If there are no search results, then a message is displayed with a “Create new” button below it.
Similar to the My Terrain window, the My Streams view lists the user’s identified professions with additional data including a rating of importance for each profession, timeframe (past, current, future), last date modified, and others.
Creating a new Stream completely from scratch requires a total of 7 steps.
For the first, an individual arts worker identifies an overall description for their Stream with five data points:
- Name: This user-defined name will be used to reference the Stream in both private and public menus throughout the Hatch Open platform
- Overall importance: Rating the importance of this Stream on a scale of 0 to 9.
- Perspective: The user has worked in this Stream, Employed others in this Stream, or Supported workers in this Stream. The last option is for Consumers who are identifying the types of Workers they wish to engage with or support. The first and second options are for Workers.
- Timeframe: Past, Current, Future, Dream. Can be specific dates or for Future/Dream, general timelines (Within 12 months, Within 1 to 2 years, Within 3 to 5 years, etc.) or aspirational (As soon as possible, When I have the knowledge needed, etc.)
- Career Level: Amateur or hobbyist, Aspiring, Pre-professional or student, Emerging, Established, Mid-career, Elder, Retired, or Deceased
The second step is defining an Industry (Artistic, Creative, or Cultural) in a screen similar to the example above. Then, the third step is Discipline. Options for Discipline under the Artistic Industries include:
- Youth arts
- Visual arts
- Urban arts
- Sound arts
- Public arts
- Performing arts
- Multi or inter arts
- Media arts
- Literary arts
- Indigenous arts
- Disability arts
- Community arts
- Circus arts
Once a Discipline is selected the user can identify at a micro level how important this particular Discipline is to their career and in comparison to other Streams they have created. In the Artistic Industries, users are required to select only a single Discipline with Multi or inter arts as the preferred choice for those that work across more than one discipline.
Options for Discipline under the Creative Industries include:
- Motion pictures
- Applied design
- Applied arts
Users may select more than one.
Options for Discipline in the Cultural Industries includes:
- Tourism and hospitality
- Parks, natural heritage, and recreation
- GLAM (Galleries, Libraries, Archives, Museums)
- Centres and hubs (Artist-run centres, Community centres, Friendship centres, et.)
Users may select more than one here as well.
The fourth step is Field. In the Discipline of Visual Arts, a user might chose Painting and Drawing from a larger array of options and rate each in terms of importance.
In Youth Arts, the Field options are a bit complex including two layers by Age (from Infant to Late Youth) and Discipline (from Visual Arts to Circus Arts) with importance ratings for each selected options.
Multi or inter arts also have a two-tier structure for Field including Practice and Discipline.
While not visualized here, we believe Community arts could also be structured with a two-part Field including Practice and Discipline. What elements should be identified as Practice are still to be determined. Have suggestions? Reach out and let us know your thoughts.