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IS214, Spring, 2004 TuTh
2-3:30 110 South Hall
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| Required
readings are in reader; recommended generally are not. ‡ indicates readings not in reader but available on the web. † indicates readings available on the web from campus ISP addresses, usually sources to which the campus library has electronic subscription, though most are also in the reader. ** indicates required readings NOT in reader. Dates and topics subject to change. Will be adjusted based on how we progress. TEXTS: •Reader at CopyCentral on Bancroft. •JoAnn T. Hackos and Janice C.Redish. User and Task Analysis for Interface Design, New York: Wiley, c1998. $60 (referred to as H&R) •Rubin, Jeffrey, Handbook of Usability Testing: How to Plan, Design, and Conduct Effective Tests. Wiley, 1994 (Rubin) NOT in local bookstores. We used both of these last year, so you may be able to find used copies. |
| Week & Date | Topic | Readings | Notes/ Added Resources/ Recommended reading (Generally not in reader) |
Assns | ||
| 1 Jan 20 & 22 | Intro and overview: foundations of needs assessment, user-centered design, and usability | Usability
basics from usability.gov ‡ Vredenburg, K., Isensee, S., & Righi, C. (2002). User-centered design: an integrated approach. Upper Saddle River, NJ: Prentice Hall. ch 1, Taking Stock, Ch. 2, The Integrated Approach. Preece, J., Rogers, Y., & Paine, L. (2002). Interaction design: beyond human-computer interaction. New York: J. Wiley & Sons. ch. 1: What is interaction design? Look at interactive methods table from UsabilityNet ‡ Case study: †Marchionini, G. (2003). Digital government information services: the Bureau of Labor statistics case. interactions, 10, 18-27. |
Recommended:
Monk, A. F. (2003). Fun, communication and dependability: extending the concept of usability. Closing Plenary at HCI2002‡ Nielsen's Usability 101‡
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assn
1 handed out |
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| The phases of design and usability | IBM Ease of Use: User Engineering; Review the entire User Engineering part of this site. (not in reader)‡ | |||||
| Needs
Assessment |
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| 2 J27 & 29 |
competitor analysis | Competitor
analysis from Usability.net Competitor analysis from IBM Bunnyfoot - Competitor analysis: an alternative approach.‡ |
assn 1 due Tues 27th | |||
Field studies video postponed - date TBA |
**JoAnn T.
Hackos and Janice C.Redish. User and Task Analysis for Interface Design,
New York: Wiley, c1998. $60 (H&R) ch 1, Intro to User and Task Analysis for Interface Design: ch 2, Thinking about Users. ch 3, Thinking about Tasks. ch 4, Thinking about the Users' Environment recommended: ch 5. Making the Business Case for Site Visits **Rubin, Jeffrey, Handbook of Usability Testing: How to Plan, Design, and Conduct Effective Tests. Wiley, 1994; ch 6, Selecting and acquiring participants. (This applies to all kinds of participants in usability studies.) Brun-Cottan Francoise & Wall, P. (1995). Using video to re-present the user. Communications of the ACM, 38, 61-71.† |
Field
Studies: The Best Tool to Discover User Needs By Jared M. Spool Field studies done right by Jakob Nielsen Sample user/task matrices Video highlights from a usability test from Classic Systems Solutions and from Bolt & Peters, and from user interviews by Sachs Insights. Slides from a Bay/CHI talk by John Pinto on using video in usability |
Video training (tentative) | |||
| 3 Feb 3 & 5 |
Ethics of working with users | UC
Berkeley Committee for the Protection of Human Subjects‡ Ethical Principles of Psychologists and Code of Conduct 2002; see especially sections on Privacy and Confidentiality.‡ STC usability SIG on ethics‡ Association for Computing Machinery (ACM) Code of Ethics and Professional Conduct‡ **Rubin Appendix: Human factors and ergonomics society code of ethics Oliver K. Burmeister, "Usability Testing: Revisiting Informed Consent procedures for testing Internet sites", Australian Institute of Computer Ethics Conference, 11/12/2000. |
American
Anthropological Assn Ethics for usability testing (short) |
Final Projects: submit a short (paragraph or so) report on what you will do and who your team is | ||
| Ethnographic methods | Blomberg,
Jeanette, & others, "Ethnographic Field Methods and their Relation
to Design." Douglas Schuler and Aki Namioka, eds. Participatory
Design: Principles and Practices. Hillsdale, NJ: Lawrence Erlbaum Associates,
1993; p. 123-155. Read pp. 123-147; the rest is recommended. Blomberg, Jeanette L. "Ethnography: aligning field studies of work and system design." in Monk, Andrew F., and G. Nigel Gilbert, eds., Perspectives on HCI: Diverse Approaches. ch 8, p. 173-197. Academic Press, 1995. Read sections 8.1-8.25; the rest is recommended. David R. Millen. Rapid ethnography: time deepening strategies for HCI field research. Conference proceedings on Designing interactive systems : processes, practices, methods, and techniques: processes, practices, methods, and techniques. ACM, 2000. |
Contextual
Inquiry and Design is a structured approach to ethnography for system design. Very brief overview: http://www.incent.com/cd/cdhow.html The key book on Contextual inquiry: H. Beyer and K. Holtzblatt. Contextual Design: Defining Customer-Centered Systems, 1998, Morgan Kaufmann Publishers. |
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| 4 F10 & 12 |
Tu: reporting
on projects Th: survey pretest |
Assn
2 due Feb 12 Interview exercise (assn 3) |
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| 5a Feb 17 |
configuring users; interviewing | **Grint,
K. & Woolgar, S. (1997a). Configuring the user: inventing new technologies.
In Grint & Woolgar, The machine at work: technology, work, and organization
(pp. 65-94). Cambridge, UK: Polity Press **H&R ch. 7-10 . |
slides from last year on interviewing | |||
| 5B Feb 19 |
Interviewing (cont) | Both handed
out in class: Michael Quinn Patton, Qualitative Research & Evaluation Methods (Thousand Oaks, Sage Publications 2001), “Qualitative Interviewing,” pp. 339-383 Richard Krueger, Developing Questions for Focus Groups (Thousand Oaks: Sage Publications 1997) “The Art and Mechanics of Asking Good Questions” pp 21-60. |
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6a |
Focus groups | David L.
Morgan, Focus Groups as Qualitative Research, Sage, 1988; pp. 53-71, Conducting
and Analyzing Focus Groups. Krueger, Richard A., Focus Groups, 2nd ed. Sage, 1994; "Asking questions in a focus group." pp. 53-69 |
Resources
on focus groups from STC Usability SIG Set of articles on focus groups Online focus groups: pro and con |
focus group exercise | ||
| 6b Feb 26 |
Guest speaker Cathy Marshall, Microsoft |
On using ethnographic methods -- readings have been emailed to class. | Assn
3 due |
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| 7a
& 7b Mar 2 & 4 |
Scenarios and personas:"Useful to summarize and communicate qualitative findings. |
What is a scenario? from Information & Design. Rosson & Carroll, Usability Engineering, ch. 1 - some of this is review, but pay attention to how they define scenarios. Cooper, A. (1999). The inmates are running the asylum. Indianapolis: Sams. ch 11: Designing for people. Pruitt, John and Grudin, Jonathan. Personas: Practice and Theory. 2002. |
Personas:
articles from Cooper Interaction Design: Kim Goodwin, Perfecting
Your Personas; Elan Freydenson, Bringing Your Personas to Life in Real Life STC Usability SIG on personas and scenarios |
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| Usability
Assessment |
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| 8a Mar 9 |
Walkthroughs: Heurisitics Standards and guidelines |
Mack &
Nielsen, "Executive Summary," and Nielsen, Jakob, "Heuristic
Evaluation," in Nielsen and Mack, Usability Inspection Methods, Wiley
and Sons, 1994: chs 1 &r 2 Nielsen's 10 Usability Heuristics Instone on Site Usability Evaluation and Site Usability Heuristics for the Web First principles, AskTog ‡Standards and guidelines - a set of links from STC. Excellent source. ‡International standards for HCI and usability |
Sample
heuristics report from Barnum Sample checklist from InfoDesign Sample test materials from STC usability SIG: scroll down to Usability Checklists and Heuristic Reviews; include process for heuristics review and sample checklists 1 & 2 Heuristic Evaluation - A System Checklist By Deniese Pierotti, Xerox Corporation Research-based guidelines from usability.gov (128 pp.). Doesn't print well - try this version instead. |
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| 8b | Guest Speaker | Maggie Law, MIMS grad; Interaction Designer, Peoplesoft | her slides | |||
9a & b Mar 16 & 18 |
Usability metrics | Babbie, Earl
R. (2001) The Practice of Social Research, 9th ed., Wadsworth. Chapter 5:
Conceptualization, operationalization, and measurement (or equivalent chapter
from another social research methods text). Robert Opaluch, "Usability Metrics". In Ratner, Julie, ed. Human Factors and Web Development, 2nd ed. Lawrence Erlbaum, 2003. p. 101-144. |
Assn
4 due Thurs 18th |
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| Usability testing | **Rubin,
Jeffrey. Handbook of Usability Testing (not in reader) ch. 2, Overview of usability testing ch. 5, Developing the Test Plan ch. 7, Preparing the Test Materials ch. 8, Conducting the Test The rest of the book is recommended. Dumas, Joseph S. and Janice C. Redish. A Practical Guide to Usability Testing: ch. 11, Selecting and Organizing Tasks to Test ch. 13, Deciding How to Measure Usability |
Carol
Barnum, Usability Testing and Research. not as thorough as Rubin but covers more ground concerning usability in general. Good summary based on Rubin Common Industry Format for Usability Test Reports Sample reports: DailogDesign; from Barnum Sample test materials from STC usability SIG usability labs from STC usability SIG |
Usability test assignment | |||
ON YOUR OWN: Remote testing |
Remote
Online Usability Testing: Why, How, and When to Use It by Dabney Gough and
Holly Phillips IBM, Experience remote usability testing, Part 1 part 2 |
Tullis, T., Fleischman, S., McNulty, M., & Bergel, M. An Empirical Comparison of Lab and Remote Usability Testing of Web Sites. (in reader) | ||||
| SPRING
BREAK March 23 & 25
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| 10a Mar 30 |
PROJECT REPORTS - update on all projects | |||||
| 10b Apr 1 |
Peter Merholz, adapativepath.com | |||||
| 11
& 12a Apr 6, 8 |
Surveys Survey data analysis |
Dillman,
Don A. (2000) Mail and Internet Surveys: the Tailored Design Method, 2nd
ed. Wiley. chs. 2-3; 5. The rest of the book is recommended. Web-based surveys: Dillman, Don, and Dennis K. Bokwer. The web questionnaire challenge to survey methodologists. |
Excellent
collection of web
survey resources collected by Rashmi Sinha good Q&A on user surveys in usability |
slides 4/6 | ||
| 12b
& 13a Apr 15 & 20 (dates may change) |
Universal usability: including accessibility, seniors and children, international usabiity | W3C
Quick tips Theofanos Mary Frances & Redish Janice (2003). Bridging the gap: between accessibility and usability. interactions, 10, 36-51. Ratner, Julie, ed. Human Factors and Web Development, 2nd ed. Lawrence Erlbaum, 2003: 1-Andrew Sears, "Universal Usability and the WWW." In p. 21-45. 2-Masaaki Kurosu, "A Cultural Comparison of Website Design from a Usability Engineering Perspective." Nielsen, J. (2000). Designing Web usability. Indianapolis: New Riders. ch 6: Accessibility for users with disabilities. ch. 7: international usability. W3C web accessibility initativeW3C Web Content Accessibility Guidelines 1.0 (not in reader) Jacob Neilsen, International Web Usability Testing; Offshore Usability Evers, Vanessa. Cross-cultural applicability of user evaluation methods: a case study amongst Japanese, North-American, English and Dutch users, CHI '02 |
Speakers
April 20: Ward Newmeyer, until recently campus compliance officer for the Americans With Disabilities Act, UC Berkeley Adam Tanners, web designer, Disabled Students Program, UCB Design/usability for children Usability for young and old: STC Usability SIG Section 508 standards Resources on accessible web design including LOTS about color/color blindness Bobby for testing sites Good links on accessibility from usability.gov Alliance for technology access, How to design accessible sites Interactions special issue on universal usability: †Winds of change: SPECIAL ISSUE: HCI in the developing world. interactions 10[2]. 2003. ACCESS TO MULTIMEDIA TECHNOLOGY BY PEOPLE WITH SENSORY DISABILITIES ACCESS TO THE INFORMATION SUPERHIGHWAY AND EMERGING INFORMATION TECHNOLOGIES BY PEOPLE WITH DISABILITIES Accessibility software (free trial versions available): Screen-readers: Jaws and Window-Eyes Screen magnifier: ZoomText Resources for Web Accessibility |
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| 13b Apr 22 |
Writing usability reports | ‡Common
Industry Format for Usability Test Reports ‡AskTog, 2001: How to Deliver a Report Without Getting Lynched |
Sample reports | |||
| 14a Apr 27 |
Managing Usability in Organizations | Selections from Bias & Mayhew, Cost-Justifying Usability (distributed in class) | ||||
| 14b
Apr 29 |
Credibility (readings were originally scheduled for April 1, so that's where they are in reader -- between surveys and report writing) |
Web
credibility ‡Evaluating
Web Pages, UC Berkeley Library (not in reader)
Web Credbility Guidelines, Stanford Web Credbility Project Fogg, B. J. & and others (2001). What makes web sites credible? A report on a large quantitative study. In CHI 2001 (pp. 61-68). New York: ACM.Recommended: Fogg, B. J., Soohoo, C., Danielsen, D., Marable, L., Stanford, J., & Tauber, E. R. (2002). How Do People Evaluate a Web Site's Credibility? Results from a Large Study Stanford, J., Tauber, E. R., Fogg, B. J., & Marable, L. (2002). Experts vs. Online Consumers: A Comparative Credibility Study of Health and Finance Web Sites New York: Consumer Web Watch. Recommended: Constantinides, H. & Swenson, J. (2000). Credibility and medical web sites: a literature review. Comprehensive; applicable to many domains. |
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| May 4 | Project presentations | Megan |
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| May 6 | Project presentations | Patrick |
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