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Fail4Lib
 Failing with grace
and style... or not.


     Jason Casden
           and
  Andreas Orphanides

     NCSU Libraries

(jmcasden|akorphan)@ncsu.
           edu
Outline
1.   Identifying and managing failure
2.   Failure anxiety!
3.   Talking about failure
4.   Lightning talks
Outcomes
1. I like to think about wrongness and failure
   a. Can we talk about it in a productive way?
   b. Can we improve the ways we handle, seek, or
      discuss failure?
2. Is this kind of workshop useful?
   a. There will be a survey.
Part 1: Identifying & managing failure
Readings
1) The Long, Dismal History of Software Project Failure (Coding Horror)
http://www.codinghorror.com/blog/2006/05/the-long-dismal-history-of-
software-project-failure.html

2) Sowing Failure, Reaping Success (New York Times)
http://learning.blogs.nytimes.com/2012/05/07/sowing-failure-reaping-
success-what-failure-can-teach/

3) On Being Wrong (Kathryn Schulz via TED)
http://www.ted.com/talks/kathryn_schulz_on_being_wrong.html
Why "failure?"
Some flavors of failure
● Technical failure
● Failure to effectively address a real user
  need
● Overinvestment
● Outreach/Promotion failure
● Design/UX failure
● Project team communication failure
● Missed opportunities (risk-averse failure) (!)
● Failure to launch
Fail4Lib
Fail4Lib
Fail4Lib
Fail4Lib
Fail4Lib
Fail4Lib
Fail4Lib
Fail4Lib
Fail4Lib
Hosted by Nina McHale and Chris Evjy, featuring Monique Sendze, Jason Battles, Rachel Vacek, and Steve Teeri.
Access 2011
Biz Lit buzz
●   Lean startup principles
●   Failing fast
●   Pivots
●   Beginner's mind
●   Wrongology
Managing risk
●   Building diverse teams
●   Expecting dead ends
●   Having fall-back plans
●   Fault-tolerant schedules
●   Establishing flexible goals at the start
Getting myself beat up
Avoiding Schulz's assumptions
  1) Ignorance assumption
  2) Idiocy assumption
  3) The evil assumption
Breakout 1: Understanding and dealing with
                failure in your own practice

● What are the symptoms of failure?
● How do you identify an incipient failure and try to
    recover/adjust?
●   What do you do after a project has failed? How do you
    make failure valuable? (Post-mortems, recovery,
    etc....)
●   How do you plan for the unknown when beginning a
    project?
●   How do you manage risk to mitigate potential damage
    when undertaking work in new areas?
Part 2: Failure anxiety!
Readings
1) Mitt Romney learns the hard way: mission critical systems are called that for a reason (Ars
Technica)
http://arstechnica.com/information-technology/2012/11/inside-team-romneys-whale-of-an-it-
meltdown/

2) The Therac-25 disaster: the dangers of a “nothing will go wrong” mentality
Short version (CalPoly software engineering): http://users.csc.calpoly.
edu/~jdalbey/SWE/Papers/THERAC25.html

Full report (Nancy Levison, PI of the Therac-25 investigation) -- Optional, but a fascinating read:
http://sunnyday.mit.edu/papers/therac.pdf

3) How risk averse is too risk averse? Bruce Schneier on "Cover Your Ass" security policy (Wired)
http://www.wired.com/politics/security/commentary/securitymatters/2007/02/72774?
currentPage=all
1: ORCA and contextual testing

● Testing dimensions for realtime services
● Communications strategy, training, etc
● Resource deployment
● Security, trust, timing, identity mgmt
● Helpdesk support
● Common-sense documentation management
2: THERAC-25 & software control
● Risk management and risk severity
● High-risk software dev anti-practices
  ○   Inherited software, new hardware
  ○   Poor code design and management
  ○   Redundant hardware checks?
  ○   Test environment / reality mismatch
● Limits and risks of software control
● Opaque error reporting
● Denial
3: TSA CYA
● Hindsight-based security practices
● Relative risk versus perceived risk
● "Just in case" thinking
● Visible but ineffective "security theater"
● What drives risk management decisions?
Breakout 2: Where's the sweet spot?
● How could these problems have been avoided, or their
    damage mitigated?
●   How can we manage the need for assigning blame?
    How do we focus on moving forward after a failure?
    Are there cases where finding a responsible party is
    warranted?
●   What liabilities are associated with too great a focus
    on blame/responsibility? What liabilities are associated
    with setting aside the assignment of responsibility?
●   What are the worst case scenarios for your own work?
    How does this affect your risk management choices?
Part 3: Talking about failure
Readings
1) James Dyson on living a life of failure (37 Signals)
http://37signals.com/svn/posts/408-james-dyson-on-living-a-life-of-failure

2) Quantity always trumps quality (Coding Horror)
http://www.codinghorror.com/blog/2008/08/quantity-always-trumps-
quality.html

3) Blameless PostMortems and a Just Culture (Etsy: Code as Craft)
http://codeascraft.etsy.com/2012/05/22/blameless-postmortems/
Balancing credibility and flexibility

Certainty is a limited resource early on

This isn't an excuse for poor planning or
communication
Iteration
"Pivots"
Breakout 3: Surviving failure, risk, and the
                       unexpected with grace.

● How do you prepare colleagues for unexpected
    outcomes?
●   What is your organization’s approach to risk and
    failure?
    ○ Is risk well-tolerated/well-managed?
    ○ What are the consequences of a failed project?
    ○ Is failure seen as an endpoint -- a negative outcome
        to an endeavor -- or merely a step in the
        development process?
●   How do you talk about “failure” with your colleagues?
    Supervisors? Stakeholders? Patrons? Reports? What kind
    of language do you use?
Lightning talks!
Fail4Lib

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Fail4Lib

  • 1. Fail4Lib Failing with grace and style... or not. Jason Casden and Andreas Orphanides NCSU Libraries (jmcasden|akorphan)@ncsu. edu
  • 2. Outline 1. Identifying and managing failure 2. Failure anxiety! 3. Talking about failure 4. Lightning talks
  • 3. Outcomes 1. I like to think about wrongness and failure a. Can we talk about it in a productive way? b. Can we improve the ways we handle, seek, or discuss failure? 2. Is this kind of workshop useful? a. There will be a survey.
  • 4. Part 1: Identifying & managing failure
  • 5. Readings 1) The Long, Dismal History of Software Project Failure (Coding Horror) http://www.codinghorror.com/blog/2006/05/the-long-dismal-history-of- software-project-failure.html 2) Sowing Failure, Reaping Success (New York Times) http://learning.blogs.nytimes.com/2012/05/07/sowing-failure-reaping- success-what-failure-can-teach/ 3) On Being Wrong (Kathryn Schulz via TED) http://www.ted.com/talks/kathryn_schulz_on_being_wrong.html
  • 7. Some flavors of failure ● Technical failure ● Failure to effectively address a real user need ● Overinvestment ● Outreach/Promotion failure ● Design/UX failure ● Project team communication failure ● Missed opportunities (risk-averse failure) (!) ● Failure to launch
  • 17. Hosted by Nina McHale and Chris Evjy, featuring Monique Sendze, Jason Battles, Rachel Vacek, and Steve Teeri.
  • 19. Biz Lit buzz ● Lean startup principles ● Failing fast ● Pivots ● Beginner's mind ● Wrongology
  • 20. Managing risk ● Building diverse teams ● Expecting dead ends ● Having fall-back plans ● Fault-tolerant schedules ● Establishing flexible goals at the start
  • 21. Getting myself beat up Avoiding Schulz's assumptions 1) Ignorance assumption 2) Idiocy assumption 3) The evil assumption
  • 22. Breakout 1: Understanding and dealing with failure in your own practice ● What are the symptoms of failure? ● How do you identify an incipient failure and try to recover/adjust? ● What do you do after a project has failed? How do you make failure valuable? (Post-mortems, recovery, etc....) ● How do you plan for the unknown when beginning a project? ● How do you manage risk to mitigate potential damage when undertaking work in new areas?
  • 23. Part 2: Failure anxiety!
  • 24. Readings 1) Mitt Romney learns the hard way: mission critical systems are called that for a reason (Ars Technica) http://arstechnica.com/information-technology/2012/11/inside-team-romneys-whale-of-an-it- meltdown/ 2) The Therac-25 disaster: the dangers of a “nothing will go wrong” mentality Short version (CalPoly software engineering): http://users.csc.calpoly. edu/~jdalbey/SWE/Papers/THERAC25.html Full report (Nancy Levison, PI of the Therac-25 investigation) -- Optional, but a fascinating read: http://sunnyday.mit.edu/papers/therac.pdf 3) How risk averse is too risk averse? Bruce Schneier on "Cover Your Ass" security policy (Wired) http://www.wired.com/politics/security/commentary/securitymatters/2007/02/72774? currentPage=all
  • 25. 1: ORCA and contextual testing ● Testing dimensions for realtime services ● Communications strategy, training, etc ● Resource deployment ● Security, trust, timing, identity mgmt ● Helpdesk support ● Common-sense documentation management
  • 26. 2: THERAC-25 & software control ● Risk management and risk severity ● High-risk software dev anti-practices ○ Inherited software, new hardware ○ Poor code design and management ○ Redundant hardware checks? ○ Test environment / reality mismatch ● Limits and risks of software control ● Opaque error reporting ● Denial
  • 27. 3: TSA CYA ● Hindsight-based security practices ● Relative risk versus perceived risk ● "Just in case" thinking ● Visible but ineffective "security theater" ● What drives risk management decisions?
  • 28. Breakout 2: Where's the sweet spot? ● How could these problems have been avoided, or their damage mitigated? ● How can we manage the need for assigning blame? How do we focus on moving forward after a failure? Are there cases where finding a responsible party is warranted? ● What liabilities are associated with too great a focus on blame/responsibility? What liabilities are associated with setting aside the assignment of responsibility? ● What are the worst case scenarios for your own work? How does this affect your risk management choices?
  • 29. Part 3: Talking about failure
  • 30. Readings 1) James Dyson on living a life of failure (37 Signals) http://37signals.com/svn/posts/408-james-dyson-on-living-a-life-of-failure 2) Quantity always trumps quality (Coding Horror) http://www.codinghorror.com/blog/2008/08/quantity-always-trumps- quality.html 3) Blameless PostMortems and a Just Culture (Etsy: Code as Craft) http://codeascraft.etsy.com/2012/05/22/blameless-postmortems/
  • 31. Balancing credibility and flexibility Certainty is a limited resource early on This isn't an excuse for poor planning or communication
  • 34. Breakout 3: Surviving failure, risk, and the unexpected with grace. ● How do you prepare colleagues for unexpected outcomes? ● What is your organization’s approach to risk and failure? ○ Is risk well-tolerated/well-managed? ○ What are the consequences of a failed project? ○ Is failure seen as an endpoint -- a negative outcome to an endeavor -- or merely a step in the development process? ● How do you talk about “failure” with your colleagues? Supervisors? Stakeholders? Patrons? Reports? What kind of language do you use?