Software & Digital Products
A late change in requirements is a competitive advantage
Make the change easy
Software often feels inevitable
Growing in the correct way
It begins with craft
So insufficiently palimpsestic
Spatial software references
- Nototo
A great painting has to be better than it has to be
This sounds like a paradox, but a great painting has to be better than it has to be. For example, when Leonardo painted the portrait of Ginevra de Benci in the National Gallery, he put a juniper bush behind her head. In it he carefully painted each individual leaf. Many painters might have thought, this is just something to put in the background to frame her head. No one will look that closely at it.
Not Leonardo. How hard he worked on part of a painting didn't depend at all on how closely he expected anyone to look at it. He was like Michael Jordan. Relentless.
Relentlessness wins because, in the aggregate, unseen details become visible. When people walk by the portrait of Ginevra de Benci, their attention is often immediately arrested by it, even before they look at the label and notice that it says Leonardo da Vinci. All those unseen details combine to produce something that's just stunning, like a thousand barely audible voices all singing in tune.
Great software, likewise, requires a fanatical devotion to beauty. If you look inside good software, you find that parts no one is ever supposed to see are beautiful too.
That which requires caring
Today's real world of technology is characterized by the dominance of prescriptive technologies.
The temptation to design more or less everything according to prescriptive and broken-up technologies is so strong that it is even applied to those tasks that should be conducted in a holistic way. Any tasks that require caring, whether for people or nature, any tasks that require immediate feedback and adjustment, are best done holistically. Such tasks cannot be planed, coordinated, and controlled the way prescriptive tasks must be.
Prescriptive technologies eliminate the occasions for decision-making and judgment in general and especially for the making of principled decisions. Any goal of the technology is incorporated a priori in the design and is not negotiable.
Jacked in
In digital design, products and services are frequently imagined and implemented placelessly: as if the consumer were jacked into The Matrix, and considering this product or that product from among an infinite set of choices at an infinitely-provisioned mercantile. The things we make are good, by this way of reasoning, if they fit the market’s demand.
Losing meaning
The people who’ve proven that they can make very good individual products with the radical focus of a spotlight seem to be pushed ever further from making good ecosystems.
Products are being made “consistent” with the application of so-called “design patterns,” and rather than bringing coherence to these various touch-points, the painting-on of interface standards and interaction patterns did something far less valuable.
Rote consistency, in the way many seem to be going about it (Material Design being just one example), is at odds with making things be good. It simplifies what needs to remain complex.
Always, when simplification is underway, meaning is being lost.
Penn Station
In the same way that physical architecture can affect a mind, so too can software. Slower, less reliable software is like Penn Station: Sure, you can catch a transfer from one train to another but the dreary lowness of the place, the lack of sunlight or sensible wayfinding will make you feel like a rat, truculent and worthless, and worse: You’ll acclimate to that feeling and accept it as a norm.
The Design of Design
A Book by Frederick P. Brooks, Jr.Visualizing Algorithms
An Article by Mike BostockManifesto for Agile Software Development
A DefinitionWe are uncovering better ways of developing software by doing it and helping others do it. Through this work we have come to value:
- Individuals and interactions over processes and tools
- Working software over comprehensive documentation
- Customer collaboration over contract negotiation
- Responding to change over following a plan
That is, while there is value in the items on the right, we value the items on the left more.
Stop Drawing Dead Fish
A Talk by Bret VictorThe Future of Programming
A Talk by Bret VictorDesign Links & Learning
A Blog by Nick TrombleyCollections of articles, links, and other material from around the web, relevant to software design and engineering.
Ensuring Excellence
An Article by Marty Cagan…in so many of the best product companies there is an additional dimension that goes beyond individual empowered product teams, and even goes beyond achieving business results.
It has to do with ensuring a level of what I’ll refer to here as “excellence” although that is clearly a very ambiguous term.
Over the years, this concept has been referred to by many different names, always necessarily vague, but all striving to convey the same thing: “desirability,” “aha moments,” “wow factor,” “magic experiences,” or “customer delight,” to list just a few.
The concept is that an effective product that achieves results is critical, but sometimes we want to go even beyond that, to provide something special.
Maybe it’s because we believe this is needed to achieve the necessary value. Maybe it’s because the company has built its brand on inspiring customers.
Often this dimension shows up most clearly in product design, where functional, usable but uninspiring designs can often achieve our business results, but great design can propel us into this realm of the inspiring.
On online collaboration and our obligations as makers of software
An Essay by Baldur BjarnasonIs it the notetaking system that’s helping you think more clearly? Or is it the act of writing that forces you to clarify your thoughts?
Is it the complex interlinked web of notes that helps you get new ideas? Or is it all the reading you’re doing to fill that notetaking app bucket?
Is all of this notetaking work making you smarter? Or is it just indirectly forcing you into deliberate, goalless practice?
In Search of Organic Software
An Article by Pirijan KetheswaranTwo different kinds of farms can grow vegetables. One is a factory farm built for scale, and the other takes the time to grow more expensive but healthier plants without pesticides.
Will everyone appreciate the difference? Of course not, but the latter plants are labelled ‘organic’ to give us the information and the choice, so that those of us who do care can make better decisions.
So maybe we should have ‘organic’ software as well, made by companies that:
- Are not funded in such a way where the primary obligation of the company is to 🎡 chase funding rounds or get acquired (so bootstrapping, crowdfunding, grants, and angel investment are okay)
- Have a clear pricing page
- Disclose their sources of funding and sources of revenue
Reflections on Software Performance
An Article by Nelson Elhage- Performance is a feature
- Performance changes how users use software
- Performance needs effort throughout a project’s lifecycle
- Architecture strongly impacts performance
- Performance isn’t just about hot spots
- Performant foundations simplify architecture
…we underrate performance when designing and building software. We have become accustomed to casually giving up factors of two or ten or more with our choices of tools and libraries, without asking if the benefits are worth it.
Undoing the Toxic Dogmatism of Digital Design
An Essay by Lisa Angela- Design educators and industry leaders have never reached a consensus about what comprises a “good enough” foundational education for digital design.
- We do not properly retire methods (or ways of conducting them) that have been shown to be ineffective.
- Design team seniority levels are meaningless.
- We’ve collectively lost the safety (and subsequently the desire) to explore and fail.
- We afford well-known design leaders too much power to dictate how design is discussed and conducted.
- We have no ethical standards.
- Inclusive design and accessibility are afterthoughts — both in design education and in practice.
The things that you’re meant to do
A Quote by Josh WardleI used to work in Silicon Valley, and I’m aware of the things that, especially with games, you’re meant to do with people’s attention. You’re trying to capture as much of people’s attention as you can. So that involves things like endless play, or sending them push notifications, or asking them for sign-up information.
And philosophically, I enjoy doing the opposite of all those things, doing all the things that you are not meant to do, which I think has bizarrely had this effect where the game feels really human and just enjoyable. And that really resonates with where we’re at right now in the world and with COVID, and then also we’re trying to figure out, what is tech? What has tech become? I think that really resonates with people, and no ads—well, no monetization. People ask me a lot about these things, and it was like, I was literally just making a game for my partner, and I made some decisions that we would like.
I don’t believe in Zoom fatigue
An Article by Matt WebbIt’s not Zoom fatigue, it’s Zoom whiplash.
It’s a hunch. I can’t prove this.
The trick to get around this is to move smoothly up and down the gradient of social interaction intensity, never dropping below a basic floor of presence: the sense that there are other people in the same place as you.
Instead of having two modes, “in a call” and “on my own,” we need to think about multiple ways of being together which, minimally, could be:
- In a video call
- In an anteroom to a video call, hearing the sound of others
- In a doc together
- On my desktop but with the sense that colleagues are around
And the job of the designer is to ensure that their software ensures the existence of these different contexts, instead of having the binary on-a-call/not-on-a-call, and to design the transitions between them.
Spatial Software
An Article by John PalmerScales of cities, scales of software
An Article by Linus the SephistAmerican cities seem like a product of industrial processes where older European cities seem like a product of human processes. This is because most American cities were built after and alongside the car and the industrial revolution – the design of cities took into account what was easily possible, and that guided the shape and scale of everything.
Software has similar analogues. There are software codebases that feel much more industrially generated than hand written, and they’re usually written in automation-rich environments fitting into frameworks and other orchestrating code.
…But despite the availability of cars, I still much prefer the scale and ambiance of European, human-scale cities, because ultimately cities are places humans must inhabit and understand. In the same way, I still much prefer the scale and ambiance of hand-written codebases even in the presence of heavy programming tooling, because ultimately codebases are places humans must inhabit.
Driving engineers to an arbitrary date is a value destroying mistake
An Article by Gandalf HudlowWhat happens when you apply date pressure to software engineers working on high value software projects? The engineers will focus on delivering Something™ by the Date™! This fatal flaw results in delivery of a Something™ full of chaos and features that nobody really wants or needs.
How can we develop transformative tools for thought?
A Research Paper by Andy Matuschak & Michael NielsenConventional tech industry product practice will not produce deep enough subject matter insights to create transformative tools for thought.
...The aspiration is for any team serious about making transformative tools for thought. It’s to create a culture that combines the best parts of modern product practice with the best parts of the (very different) modern research culture. You need the insight-through-making loop to operate, whereby deep, original insights about the subject feed back to change and improve the system, and changes to the system result in deep, original insights about the subject.
Software Engineering as a Craft
An Article by Thomas WilsonThe decreasingly tangible product of code, i.e. that all we have are files on a hard-drive, may make it easy to forget that writing software produces a thing. If you produce a wonky chair or an overly long fork, it’s easy to see the quality of work was not great. By calling for a perception of software as a craft, we fight against that ability to forget or not notice the final quality of the product. You could watch two software engineers with different levels of experience, or in different domains, and it wouldn’t necessarily be so easy to guess which is which, at least from a distance.
So maybe there is something to be said for the value of software as a craft, for sometimes focusing on the practice of making better, or at least different, software just for the sake of it.
Why Scrum is killing your product
An Article by Henry LathamDeadlines are bullshit
An ArticleIn software development deadlines are a necessary evil. It is important to understand when they are necessary, and it is important to understand why they are evil.
- External vs. internal deadlines
- Why are internal deadlines evil?
- Engineers who love their work
Software developers have stopped caring about reliability
An Article by Drew DeVaultOf all the principles of software engineering which has fallen by the wayside in the modern “move fast and break things” mentality of assholes modern software developers, reliability is perhaps the most neglected, along with its cousin, robustness. Almost all software that users encounter in
$CURRENTYEAR
is straight-up broken, and often badly.The Rise Of User-Hostile Software
An Essay by Den DelimarskyWe are truly living in an era of user-hostile software, and when I say “user-hostile” I mean it as “software that doesn’t really care about the needs of the user but rather about the needs of the developer.”
I personally do not know anyone who asked for an online account requirement before they can use a keyboard; however, some product lead somewhere decided that it’s important to better “understand the customer” and “maximize marketing reach” through some weekly “Hey, we have a new keyboard!” newsletter.
Minimum Awesome Product
An Article by Carlos BeneytoUsers are accustomed to a minimum of quality, and they expect that of all new products.
If our product does not [meet basic expectations of quality], people will automatically believe that it is a bad product and they will not take it seriously. It is not what they expect.
Hence my suggestion that the MVP has died and the MAP: Minimum Awesome Product was born.
Traditional companies are losing because they mismanage software engineers
An Article by Emma WattersonInnovation is messy, and frankly Anti-Steve [Jobs] can’t figure out why you wouldn’t just tell people the right thing to build and skip all the trial and error that comes with innovation. Anti-Steve and his board of directors that keep him in place fundamentally believe that they know what needs to be built. Or at least that they can hire the messiah that will come down off the mountain and tell everyone what to build. There is no such messiah.
Research, empathy, simplicity, speed
An Article by Matthew StrömAs Nosrat provides a simple list of essential ingredients for any great meal, can we describe a simple list of essential components for digital products?
Here are four elements that I believe are the foundation of great digital products: Research, Empathy, Simplicity and Speed.
Craft and Material in Digital Design
An ArticleProduct Design Resources
A Reference Work by Brandon DornThings I‘ve read, people I‘ve tried to learn from, and things I‘ve done to become a better designer. This is an idiosyncratic list reflecting what has helped me along the way, rather than an exhaustive list of design classics.
Though the list leans toward theory — principles are more durable than technique — I offer a few ideas further down about how to practice design. It also leans toward information design, because the task of presenting rich, dense information in an accessible way is ultimately the task of any digital product.
Functional Prototyping. A Missed Opportunity in Web Design
An Essay by Chuánqí SunPrototyping allows engineers in various industries to “fail fast, fail cheap”, “select the best from the pool”, and “bring in the reality”.
Apps Getting Worse
An Article by Tim BrayToo often, a popular consumer app unexpectedly gets worse: Some combination of harder to use, missing features, and slower. At a time in history where software is significantly eating the world, this is nonsensical. It’s also damaging to the lives of the people who depend on these products.
...Maybe we ought to start promoting PMs who are willing to stand pat for an occasional release or three. Maybe we ought to fire all the consumer-product PMs. Maybe we ought to start including realistic customer-retraining-cost estimates in our product planning process.
We need to stop breaking the software people use. Everyone deserves better.
Feature parity
An ArticleWhilst Feature Parity often sounds like a reasonable proposition, we have learnt the hard way that people greatly underestimate the effort required, and thus misjudge the choice between this and the other alternatives. For example even just defining the 'as is' scope can be a huge effort, especially for legacy systems that have become core to the business.
Most legacy systems have 'bloated' over time, with many features unused by users (50% according to a 2014 Standish Group report) as new features have been added without the old ones being removed. Workarounds for past bugs and limitations have become 'must have' requirements for current business processes, with the way users work defined as much by the limitations of legacy as anything else. Rebuilding these features is not only waste it also represents a missed opportunity to build what is actually needed today. These systems were often defined 10 or 20 years ago within the constraints of previous generations of technology, it very rarely makes sense to replicate them 'as is'.
The return of fancy tools
An Article by Tom MacWrightTechnology is seeing a little return to complexity. Dreamweaver gave way to hand-coding websites, which is now leading into Webflow, which is a lot like Dreamweaver. Evernote give way to minimal Markdown notes, which are now becoming Notion, Coda, or Craft. Visual Studio was “disrupted” by Sublime Text and TextMate, which are now getting replaced by Visual Studio Code. JIRA was replaced by GitHub issues, which is getting outmoded by Linear. The pendulum swings back and forth, which isn’t a bad thing
On Design Engineering: I think I might be a design engineer...
An Article by Trys MudfordDesign engineering is the name for the discipline that finesses the overlap between design and engineering to speed delivery and idea validation. From prototyping to production-ready code, this function fast-tracks design decisions, mitigates risk, and establishes UI code quality. The design engineer’s work encapsulates the systems, workflows, and technology that empower designers and engineers to collaborate most effectively to optimise product development and innovation.
— Natalya ShelburneWebsites are not living rooms and other lessons for information architecture
An Essay by Sarah R. BarrettWhile there is a lot that IA can learn from actual architecture or city planning, websites aren’t buildings or cities, and they don’t have to work like them. Instead, they should be designed according to the same principles that people’s brains expect from physical experiences.
Software that nobody wants
An Article by Gandalf HudlowFinding value is the result of enabling individual and group-level discovery attempts. It's not the result of everyone following one leader's gut.
What just happened is a new software product/feature was created that no customer wanted. This happens way too often. In fact, most hyper important software projects that must be done by date certain or else, have deep flaws that cause some variation of this phenomenon, flaws that include:
- Not wanted - Company specified a solution to a problem that customers don't actually have
- No Rarity - Company is pursuing an iKnockoff of existing products. The market already has two scaled competitors with working solutions, customers naturally spend budget on products that are already successful to avoid risk
- Incorrect Packaging - Customers need a website, but the company created an iOS app instead
- Incorrect Pricing - Customers need SaaS pricing, but the company created a shrink wrapped, on-premise solution with CapEx and maintenance agreements instead
Guidebook: Graphical User Interface Gallery
A WebsiteGuidebook is a website dedicated to preserving and showcasing Graphical User Interfaces, as well as various materials related to them.
A Mindful Mobile OS
An Article by Clo S.I read and loved Potential's "iOS 15, Humane" proposition. Published earlier in June by co-founders Welf and Oliver, it tackles how iOS could help us better protect our attention.
As a designer who cares about and writes about digital wellness, I'm profoundly aligned with their suggestions.
- Persuasive design
- Disclosure requirement
- From infinite feeds to pages
- Was this time well spent?
- Regret tax
- Conditions of use
Clues for software design in how we sketch maps of cities
An Article by Matt WebbGiven there’s an explosion in software to accrete and organise knowledge, is the page model really the best approach?
Perhaps the building blocks shouldn’t be pages or blocks, but
neighbourhoods
roads
rooms and doors
landmarks.Or rather, as a knowledge base or wiki develops, it should - just like a real city - encourage its users to gravitate towards these different fundamental elements. A page that starts to function a little bit like a road should transform into a slick navigation element, available on all its linked pages. A page which is functioning like a landmark should start being visible from two hops away.
Fast Software, the Best Software
An Essay by Craig ModI love fast software. That is, software speedy both in function and interface. Software with minimal to no lag between wanting to activate or manipulate something and the thing happening. Lightness.
Software that’s speedy usually means it’s focused. Like a good tool, it often means that it’s simple, but that’s not necessarily true. Speed in software is probably the most valuable, least valued asset. To me, speedy software is the difference between an application smoothly integrating into your life, and one called upon with great reluctance. Fastness in software is like great margins in a book — makes you smile without necessarily knowing why.
A Plea for Lean Software
An Essay by Niklaus WirthSoftware's girth has surpassed its functionality, largely because hardware advances make this possible. The way to streamline software lies in disciplined methodologies and a return to the essentials.
Speed is a feature
An Article by Nikita ProkopovMillions of programs have that unfulfilled potential of becoming your second nature, something you don’t even think about when interacting with. They’re waiting to be enabled to “click”. Speed is a feature.
The Great Divide
An Article by Chris CoyierOn one side, an army of developers whose interests, responsibilities, and skill sets are heavily revolved around JavaScript.
On the other, an army of developers whose interests, responsibilities, and skill sets are focused on other areas of the front end, like HTML, CSS, design, interaction, patterns, accessibility, etc.
The care and feeding of software engineers (or, why engineers are grumpy)
An Article by Nicholas ZakasWe do say “no” very quickly, not just to designs, but to everything. That led me into thinking about the psychology of software engineers and what makes us the way we are.
Web Brutalism, seamfulness, and notion
An Essay by Brandon DornHow a tool for sensemaking reconciles two distinct software design ideologies.
- Seamful vs. seamless
- Reveling in infrastructure
- The brilliance of notion
- How our understanding is working
Dear Microsoft
An EssayWe realized a few years ago that the value of switching to Slack was so obvious and the advantages so overwhelming that every business would be using Slack, or “something just like it,” within the decade. It’s validating to see you’ve come around to the same way of thinking. And even though — being honest here — it’s a little scary, we know it will bring a better future forward faster.
However, all this is harder than it looks. So, as you set out to build “something just like it,” we want to give you some friendly advice.
How Microsoft crushed Slack
An Article...and why the era of worker-centered work tools may be over.
Technical debt as a lack of understanding
An Article by Dave Rupert"If you develop a program for a long period of time by only adding features but never reorganizing it to reflect your understanding of those features, then eventually that program simply does not contain any understanding and all efforts to work on it take longer and longer.” — Ward Cunningham
People expect technology to suck because it actually sucks
An Article by Nikita ProkopovI decided to record every broken interaction I had during one day.
If I decided to invest time into thinning this list down, I could theoretically...reduce this list from 27 down to 24. At least 24 annoyances per day I have to live with. That’s the world WE ALL are living in now. Welcome.
Why Software is Slow and Shitty
An Article by Pirijan KetheswaranPlanning doesn't make for better software
A Fragment by Robin RendleMy own time in a Silicon Valley startup has proved this much to be true; planning doesn’t make for better software. In fact today our design systems team doesn’t have sprints, we don’t have tickets or a daily standup. Each day we come to work, figure out what’s the most important thing that we could be doing, and then we—gasp!—actually do it.
Watching so many other teams slowly flail about whilst they plan for quarter 3.2 of subplan A, whilst our team produces more work in a week than they all do combined in a quarter has been shocking to me.
After four years of working in a large startup, I know what I always assumed was true: you don’t need a plan to make a beautiful thing. You really don’t. In fact, there’s a point where overplanning can be a signal of inexperience and fear and bullshit. The scrum board and the sprints and the inane meetings each and every day are not how you build another Super Mario 64.
Instead all you have to do is hire smart people, trust them to do their best work, and then get the hell out of their way.
Figma's Engineering Values: Craftsmanship
An ArticleCraftsmanship is about thoughtfulness and care in the work we do. It means being deliberate about what we build and how possible it will be to maintain and extend in the future. A solution that will require revisiting in a month — because it’s not scaling, because it has a ton of bugs, because it doesn’t support all the use cases it needs to — is not useful to us and ultimately will generate pain for our users.
What we trade off by living this value is (sometimes) day-to-day speed. It’s easy to imagine an engineering team that emphasizes moving fast over keeping things stable and bug-free -- like a team building a product that isn’t responsible for important user data and doesn’t support anyone’s livelihood. But given the role the Figma product plays in the lives of our users, we feel it’s worth it to ensure we hold a high quality bar for them. And in the long run, being thoughtful about how we build often reduces the complexity of ongoing development and new features regardless.
On the "Building" of Software and Websites
An Essay by Dorian TaylorI’m beginning to suspect that software, and more conspicuously the Web, is fundamentally the wrong shape for the archetype of the construction project.
Yagni
A Definition by Martin FowlerYagni originally is an acronym that stands for "You Aren't Gonna Need It". It is a mantra from Extreme Programming that's often used generally in agile software teams. It's a statement that some capability we presume our software needs in the future should not be built now because "you aren't gonna need it".
The State of Agile Software in 2018
A Talk by Martin FowlerOn the surface, the world of agile software development is bright, since it is now mainstream. But the reality is troubling, because much of what is done is faux-agile, disregarding agile's values and principles. The three main challenges we should focus on are: fighting the Agile Industrial Complex and its habit of imposing process upon teams, raising the importance of technical excellence, and organizing our teams around products (rather than projects).
Product vs. Feature Teams
An Article by Marty CaganThis article is certain to upset many people.
Silicon Valley Product Group
A Website by Marty CaganThe best companies go about building great products differently. Silicon Valley Product Group (SVPG) was created to share lessons learned and best practices about how to build innovative products customers love
Like, just a post complaining that screens should be better
An Article by Matt WebbIt’s been 19 years since Pixar released Monsters, Inc. with all that CGI hair. Where are my hairy icons? Ones that get all long and knotted as the notifications number goes up.
Why can’t I feel my phone? I found that paper from 2010 (when I was complaining about keyboards) about using precision electrostatics to make artificial textures on touchscreens.
I should be able to run my thumb over my phone while it’s in my pocket and feel bumps for apps that want my attention. Touching an active element should feel rough. A scrollbar should *slip. Imagine the accessibility gains. But honestly I don’t even care if it’s useful: 1.5 billion smartphone screens are manufactured every year. For that number, I expect bells. I expect whistles.
Thermal Delight in Architecture
Our thermal environment is as rich in cultural associations as our visual, acoustic, olfactory, and tactile environments. This book explores the potential for using thermal qualities as an expressive element in building design.
Until quite recently, building technology and design has favored high-energy-consuming mechanical methods of neutralizing the thermal environment. It has not responded to the various ways that people use, remember, and care about the thermal environment and how they associate their thermal sense with their other senses. Not only is thermal symbolism now obsolete but the modern emphasis on central heating systems and air conditioning and hermetically sealed buildings has actually damaged our thermal coping and sensing mechanisms.
The Cinderella of architecture
An analogy might be drawn with the use of light quality as a design element, truly a venerable old architectural tradition. The light quality—direct, indirect, natural, artificial, diffuse, dappled, focused—can be subtly manipulated in the design of a space in order to achieve the desired effect.
Thermal qualities might also be included in the architect's initial conception and could influence all phases of design. Instead, thermal conditions are commonly standardized with the use of modern mechanical systems that can be specified, installed, and left to function independently of the overall design concept.
Indeed, environmental control systems tend to be treated rather like the Cinderella of architecture; given only the plainest clothes to wear, they are relegated to a back room to do the drudgery that maintains the elegant life-style of the other sisters: light, form, structure, and so forth.
Two thermal archetypes
The hearth, a refuge of dry warmth from a cold world, and the oasis, a preserve of coolness and moisture in a desert wilderness.
Sonorisms III
One way not to be there (without dying).
"Yes, we have felt happy and alive together."
The Finnish word loyly, meaning "the steam which rises from the stones" originally signified spirit, or even life.
The tradition of the great shade tree.
Anasazi dwellings
The Anasazi Indians of the southwestern United States were remarkably clever in choosing the sites for their cliff dwellings. They invariably chose locations shaded in the summer by an overhanging ledge of the cliff, but exposed to full sun all winter long. With their backs to the cliff, the dwellings were protected from the winter winds and also took advantage of the thermal mass of the earth to moderate the temperature flux.
Migration within buildings
Many peoples of North Africa migrate within their buildings in both daily and seasonal patterns to take advantage of the various microclimates the buildings create.
Fascination with control
Fascination with this potential for control of our environment has prompted the invention of mechanical systems that have made natural thermal strategies seem obsolete by comparison.
The notion of a thermal optimum persists
There is an underlying assumption that the best thermal environment never needs to be noticed, and that once an objectively "comfortable" thermal environment has been provided, all of our thermal needs will have been met. The use of all of our extremely sophisticated environmental control systems is directed to this one end—to produce standard comfort zone conditions.
A simple pleasure that comes from just using it
People have a sense of warmth and coolness, a thermal sense like sight or smell, although it is not normally counted in the traditional list of our five senses.
As with all our other senses, there seems to be a simple pleasure that comes from just using it, letting it provide us with bits of information about the world around, using it to explore and learn, or just to notice.
There is a basic difference, however, between our thermal sense and all of our other senses. When our thermal sensors tell us an object is cold, that object is already making us colder. If, on the other hand, I look at a red object it won't make me grow redder, nor will touching a bump object make me bumpy.
Their opposites close at hand
We should note that all of these places of thermal extremes (Finnish saunas, Japanese hot baths, American beaches and mountains) have their opposites close at hand. There are possibly two reasons for having the extremes right next to each other.
The first is physiological: the availability of extremes ensures that we can move from one to the other to maintain a thermal balance.
The second might be termed aesthetic: the experience of each extreme is made more acute by contrast to the other.
Substitutes for the thermal experience
Such clues from other senses can become so strongly associated with a sense of coolness or warmth that they can occasionally substitute for the thermal experience itself. For example, the taste of mint seems refreshing and cool regardless of what temperature it is. Similarly, the pressure of heavy blankets conveys a feeling of warmth quite independent of their actual thermal qualities.
The totality of its sensory stimulation
Perhaps the human fascination with fire stems from the totality of its sensory stimulation. The fire gives a flickering and glowing light, ever moving, ever changing. It crackles and hisses and fills the room with the smells of smoke and wood and perhaps even food. It penetrates us with its warmth. Every sense is stimulated and all of their associated modes of perception, such as memory and an awareness of time, are also brought into play, focused on the one experience of the fire. Together they create such an intense feeling of reality, of the "here and nowness" of the moment, that the fire becomes completely captivating.
We need an object for our affections
We need an object for our affections, something identifiable on which to focus attention. But in a typical office building, to what can we attribute the all-pervasive comfort of 70ºF, 50% relative humidity? Most likely, we would simply take it all for granted. When thermal comfort is a constant condition, constant in both space and time, it becomes so abstract that it loses its potential to focus attention.
The Skylid
The louvers automatically open to let solar radiation in when the sun shines and close in the evening to prevent radiant heat loss, controlled and driven by the shifting weight of freon.
We look into the greenhouse and watch the Skylids closing automatically, one by one and in no particular order, and we are aware of the hot air rising, cold air settling. They remind us that the earth is turning and the day is ending.
Retained as a quality
Thermal information is not differentiated in our memory; rather it is retained as a quality, or underlying tone, associated with the whole experience of the place. It contributes to our sense of the particular personality, or spirit, that we identify with that place. In remembering the spirit of a place, we can anticipate that if we return, we will have the same sense of comfort or relaxation as before.
Thermal aediculae
The inglenook, the gazebo, and the porch swing also have strong definitions of their spaces. They are each a bit like a little house set off for a special thermal purpose. They might be termed "thermal aediculae". Although the term aedicula is most often used in conjunction with a sacred or ceremonial little house, it can also be used to describe any diminutive structure used to mark a place as special.
Summerson contends that there is a basic human "fascination of the minitature shelter." Perhaps this is because the aedicula intensifies ones experience of the place by working someone like a caricature. By reducing some things in scale, it exaggerates the importance of other things, most especially the size of a person in relation to the space.
At a uniformly comfortable termperature
In America our tendency has been to get away from thermal conditions as a determinant of behavior. Instead, we have used our technology to keep entire living and working complexes at a uniformly comfortable temperature. As a result, our spatial habits have become diffused, and activities that were once localized by thermal conditions have spread out over a whole house or building. We forget, unless a system breaks down, that such wide-ranging use of space is extremely dependent upon the available heating and cooling equipment.
For their own concealed passion
Sharing the experience of a pleasant thermal setting may add an extra bonus to courtship. The gentle and cooling breeze of the southern porch swing provided a happy excuse for a couple to sit quietly together. A more technological version might be seen in the type of car that the teenagers of the 1950s considered ideal for a hot date—the convertible. Slightly more erotic, perhaps, were the atrium and green houses that were favorite settings for romance in Victorian England. The lovers could get lost among the leaves of the exotic tropical plants and possibly mistake the hot, humid atmosphere for their own concealed passion.
The kairo
The Japanese have notoriously unheatable houses. They have traditionally preferred to design their houses to be cool and airy in summer and then to get by in the winter with localized ways to heat the body. Smallest of all means is the kairo, a little case carried around in pockets or between layers of clothes that contains a warm charcoal ember.
The ritualized use of a place
The association of comfort with people and place are reinforced by the ritualized use of a place. Using a place at a set time and in a specific manner creates a constancy as dependable as the place itself. It establishes, in time and behavior, a definition of place as strong as any architectural spatial definition, such as an aedicula, might be. Ritualized use can do more than reinforce the affection for a place. Through ritual, a place becomes an essential element in the customs of a people.
Functionalism can be a kind of religion
We are not now inclined to regard modern heating and cooling systems as representative of a spiritual realm. The physical principles involved in their operation are thoroughly understood; there is no mystery about them. They are simply functional, designed according to straightforward engineering practice to serve their intended function as efficiently and conveniently as possible.
And yet functionalism itself can be a kind of religion.
...From the fifties and sixties we have inherited numerous heating and cooling systems created within an ethos of universal convenience. Machines to maintain our thermal comfort were conceived of as mechanical servants, providing for our every need while, like an English butler, remaining as unobtrusive as possible.
Protected, yet tuned in
Karen Terry's house in Sante Fe, designed by architect David Wright, is perhaps one of the most compelling passive designs.
Stepping down its hillside site in four tiers, it nestles low into the ground. Thick adobe sidewalls create a strong sense of shelter and its banks of windows look resolutely to the sun. The image is very much of a house attuned to sun and earth.
Rather than providing the convenience of a constant indoor temperature regulated by a thermostat, a passively solar-heated house may go through an air temperature flux as great as 20ºF per day. People learn to live with this flux.
Living in a solar house is a whole new awareness, another dimension. I have the comfort of a house with the serenity of being outdoors—protected, yet tuned in.
Blessed by the four elements
The Indian stone temple also included, in its architectural form, the means for being blessed by the four elements—earth, wind, water, fire.
- Before entering the temple gates, one removed one's shoes to touch and be blessed by the earth.
- Then upon passing through the temple gateway, one is blessed by the air with a gust of wind.
- A blessing by water is obtained by bathing in the temple tank, or at least descending its steps to touch the water.
- Finally, on entering the cool interior of the sanctuary, the worshipper is given a mark on the forehead with ashes taken from a sacred flame by an attendant priest. Even this blessing by fire has a slight cooling sensation to it.
Perhaps it is only coincidental that each of these four blessings is associated with a cooling sensation; and yet, the use of forms and materials that inevitably create coolness is quite remarkable.
Each ruler commissioned his own garden
The Mughuls of India developed a tradition where each ruler commissioned his own garden. Then, "At the owner's death the pavilion, generally placed in the center of the site, became the mausoleum, and the whole complex passed into the care of holy men."
The ancient fire spirit who lived in the hearth
The garden is as central to the concept of an Islamic home as the hearth is to the European home. It is interesting, then, that the hearth-fire in old traditions has a similar association with the life of the inhabitants of the house.
Commonly, the fire of the hearth was not allowed to go out. It was carefully covered with ashes each night at curfew so that a few selected embers would survive until morning. (In fact, the word "curfew" originated from the French word for cover-the-fire—couvre-feu.) Raglan comments that "the alarm and horror felt if the hearth-fire went out are out of all proportion to the inconvenience caused" by the need to relight it.
The housewarming ceremony
The connection between the life of the fire and the life of the inhabitant is also reflected in the custom of the housewarming ceremony. In contemporary America a housewarming party is given when a family moved into a new house. Perhaps all of the friends and their good wishes are thought to warm the house metaphorically. In traditional cultures, however, the warming is quite literal, for it involves the bringing in, or the first kindling, of the hearth fire, which then creates the proper spirit and sanctity to transform the house into a home.
Fire, the animating spirit
We can easily imagine from our own experience why fire might be used as a symbol of the life of a house and the family that lives there. The fire was certainly the most lifelike element of the house: it consumed food and left behind waste; it could grow and move seemingly by its own will; and it could exhaust itself and die. And most important it was warm, one of the most fundamental qualities that we associate with our own lives. When the fire dies, its remains become cold, just as the body becomes cold when a person dies. Drawing a parallel to the concept of the soul that animates the physical body of the person, the fire, then, is the animating spirit for the body of the house.