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Problem Statement |
"IT and Development" is an emerging
area in the field of Development Studies that incorporates academic
and field work from a number of disciplines such as Economics,
Computer Science, Sociology, Information Management, and Regional
Planning. Since it has yet to become an organized subset of
any academic discipline, research in this area is scattered
and obtained through multiple sources. Consequently, academic
researchers must go through a tedious, iterative process of
running the same sets of search terms across several generic
databases and web sources. Furthermore, IT and Development field
workers, or people who are working on location in a developing
country, are usually dispersed throughout the world. They do
not have easy access to forums, physical or online, to interact
and share information with each other or with academia. Since
IT and Development is an area of study still in its infancy,
case studies are a critical learning tool for field workers.
Their field experiences and input are vital in academic research.
The lack of a central repository (akin to ERIC for researchers
in Education or the ACM digital library for Computer Scientists),
plus the absence of an information exchange forum, creates
the need for an open online meeting place where academics
and field workers can exchange information and comment on
each other's work. This central repository would include both
field projects and research documents. It would allow users
to easily store information on field projects, document their
progress, and make comments on projects and documents. Such
an application would be especially useful if layered with
a function to allow annotations.
If these annotations can be indexed, they can be more of
an asset to users. Users can add or view comments and references
which are specific to certain blocks of text. They can define
new terms within the text on the website. They will also be
able to start new threads of discussion that link into documents.
Some key elements to the success of such a system include
creating the right mix of openness, to encourage use of the
system, devising mechanisms to monitor content, and designing
a system that is scalable, which is essential in an area of
research that is constantly evolving.
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Solution Overview |
Our solution was to implement a system with
an open structure. We wanted to improve upon the two main
existing databases on IT and Development: the World Bank's
Development Gateway and the World Resources Institute's Digital
Dividend. To do this, we designed our system around the user.
We created a category structure based on user testing. Comments
on documents and projects can be added very easily, without
registration, and thereby encouraging participation and exchange
of ideas. The structure and features of the site were also
determined through user tests. Our goal was to design an system
that would make the process of collaboration in IT and Development
more effective, open, and enjoyable.
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Persona
of an Academic Researcher |
|
Name: |
Stephanie Kam |
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Title: |
PhD candidate in Economics
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Organization: |
UC Berkeley |
Age: |
29 |
Education: |
BA Social Welfare, minor
in Economics, University of New Hampshire |
Specialties: |
Microfinance networks, IT
for Development |
Responsibilities: |
- Remain abreast of research
and news in South East Asia
- Write papers on relevant topics
- Attend conferences and presentations |
Summary:
Stephanie is a 29-year-old graduate student at the University
of California, Berkeley, pursuing a PhD in Economics. She
has a BA in Social Welfare from University of New Hampshire
and a minor in Economics. Her current research is on Microfinance
Networks, and she plans to work in South East Asia once
her degree is completed. Before coming to Berkeley, Stephanie
lived in Oahu, Hawaii, where she was the director of a non-profit
organization that helped fund technology projects in throughout
South East Asia. When not working, she can be found perusing
the Economist, painting for hours on end, and attending
social mixers.
Stephanie's academic or personal work has always involved
research in development-related projects. Often described
as focused and resourceful, she starts her day early to
accomplish her many tasks, ranging from research topics
to Bay-Area Economic Forum meetings. Being pressed for time,
yet focused on the task at hand, she sometimes finds herself
spending hours of fruitless searches on the web.
When she does find a relevant document on the web, Stephanie
is often skeptical. Her rigorous and detailed approach to
analyzing leads her to believe that many times, sources
online are exaggerated, biased, vague, or short on empirical
evidence. She is especially interested in getting more direct
commentary from development professionals working in the
field in developing countries. In addition, Stephanie is
willing to contribute her knowledge and expertise to an
organization or online site if it had significant interest
and exchange of ideas.
Goals:
- Find credible sources. Having a way to get feedback
and commentary from sources helps build trust on the documents
and reports she finds online.
- Efficient searching. Given her demanding schedule,
having a central source to begin searching for information
can save countless hours.
- Up to date resources. Stephanie wants to know the latest
news on current projects and work. This will help her
stay abreast on research and news in South East Asia.
|
Persona
of an NGO Program Coordinator |
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Name: |
Jeff Calder |

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Title: |
Program Coordinator, Sub-Saharan
Africa |
Company: |
Foundation for African American
Economic Cooperation |
Age: |
33 |
Education: |
BA Business Administration,
Georgetown University; MA International Affairs, Columbia
University |
Work Experience: |
Peace Corps Volunteer, Uganda;
US Department of Commerce African Trade Policy Analyst |
Summary:
Jeff is a program coordinator for the Foundation for African
American Economic Development, a non-profit organization
based in Seattle, Washington. His organization's mission
is to foster economic cooperation between Africa and the
United States by promoting commercial and educational activities.
The Foundation serves as a hub through which U.S. private
sector companies are connected with non-governmental organizations
(NGO) and grassroots organizations operating in Africa.
Jeff's job is to develop partnership programs where the
American company will guide the NGO to increase private
sector investment, build business relationships, and improve
the overall environment for business in Africa. His programs
must address issues of decreasing unemployment, increasing
family income, and educating young people.
To develop these programs, Jeff must first research many
different organizations to successfully match up the goals
of the American company with an appropriate organization
in Africa. He draws upon his network of contacts in Africa
and the US, making many phone calls to setup meetings and
discuss program objectives. These phone calls often last
over an hour, making his phone bill a nightmare. After matching
up the organizations, Jeff must fly to Africa, where he
meets with senior directors to flesh out the program in
detail. These business trips take up to four months and
can involve multiple organizations and programs. To get
a better sense of the educational and economic difficulties,
he also spends a fair amount of time talking to local residents.
Many of his notes are written on pieces of paper, which
quickly fall out of order in the shuffle of travel.
While designing these programs, Jeff would like to communicate
with other program coordinators working in the field to
get their ideas and advice. However, this poses a major
challenge since it is difficult to contribute ideas and
track their progress without a central and comprehensive
repository of the information.
Given his disorganized field notes and the lack of input
from other program coordinators, Jeff wishes that there
were a single source to go to learn about projects. This
site would have interlinked data about related projects,
contact information, and the ability to offer and seek advice
from other program coordinators and individuals.
Jeff drives a silver BMW X3 and is a fan of jazz and folk
music. In his free time, he volunteers at a youth outreach
organization, where he works with street kids to keep them
in school and off drugs. While in Africa, he enjoys going
on safaris and documenting the indigenous rituals and ceremonies.
Goals:
- Develop cooperative economic programs between a US
private-sector company and an NGO operating in Africa.
- Eliminate impediments to economic growth in Africa.
- Help individuals build a better life for themselves,
their families, and their communities by increasing an
NGO's organizational capacity and sustainability.
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Persona
of an Associate Professor |
|
Name: |
Tamara Sen |

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Title: |
Associate Professor |
Company: |
University of California,
Berkeley (Energy and Resources Group) |
Age: |
41 |
Education: |
PhD in Economics |
Specialties: |
Development Studies, Water
Resources, Biomass Energy, GIS/IT use in Energy Project Mapping
|
Summary:
Tamara is a young and energetic activist-academic who is
considered one of the rising stars in her field - irrigation
projects in developing areas. She began her career as an
economist at Brown University, but gradually shifted her
area of interest towards energy-related topics. She recently
received tenure at the Energy and Resources Group (ERG)
at UC Berkeley, but considers herself a teacher rather than
a researcher.
Not surprisingly, her class in Energy Economics is almost
always oversubscribed, and her office hours are always overbooked.
In her classes, she sometimes encourages reading groups,
where students write papers and share them with each other.
Students are then handed back copies of their work with
written comments and annotations from their peers. However,
Tamara grades the students' papers electronically, and sends
them back as .doc files with her comments embedded. As a
fairly skilled Internet user, she sets up Yahoo! groups
for all her classes.
Recently, Tamara has been involved in an NSF grant with
other Berkeley professors to do research on IT for Developing
Countries. Her main role in the grant is identifying suitable
testbeds in developing nations for deploying technology
developed at Berkeley. For both this NSF project and for
her class, she needs to do many database searches. Most
of her research comes from library sources; though she receives
valuable academic research through informal links and references
from colleagues.
Tamara subscribes to a number of development studies related
mailing lists, and saves messages that are of interest to
her. She often contacts field researchers through her networks
of contacts, and solicits personal opinions from them on
existing projects and on her own writings. She wishes there
were some way that the mailing list messages and her own
conversations with the field researchers could be better
documented. Incidentally, one of her colleagues in Computer
Science suggested the idea of annotating documents online.
Ever since, she has been a strong proponent for creating
a database for development studies which can handle annotations.
Tamara is married to a researcher at Berkeley, and lives
in El Cerrito. In her spare time, she takes belly-dancing
lessons at Ashkenaz, a bar she occasionally visited during
her graduate school days.
Goals:
- Get information on field projects for her NSF grant.
- Create networks with field researchers for her and
her students and use their knowledge in assessing academic
work
- Conceptualize a database for development studies.
|
Task Scenario #1: Viewing and Adding
Comments |
Jeff is working on his latest economic cooperation
plan, involving two well-known organizations. He finds a document
in the Collaboration Repository about building a small business
in the town of Mbale, Uganda. After reading through the document
summary, he clicks on the paragraph number on the left side
of the document to view all the comments made for that paragraph.
A small pop-up window appears, showing all the comments. He
reads a few of the comments and finds them useful for expressing
brief ideas to specific parts of the text. Jeff closes the
pop-up window and continues on to the user reviews.
After reading a few user reviews, Jeff decides to add his
own comment to one of paragraphs. He scrolls back up to a
paragraph talking about NGO strategic planning and organizational
development and clicks on the "Add comment" button. A new
window pops up with the paragraph text as well as some form
fields for him to fill in and add his comment. He fills in
all of the fields and types in a short blurb about the program
he is currently developing, then submits the comment. The
pop-up window closes and the document page refreshes, showing
the updated comment count for that paragraph. Jeff feels satisfied
that he has contributed his knowledge, and found some valuable
information for his economic cooperation program as well. |
Task Scenario #2: Adding a Project |
Tamara Sen has been working on a project with
her crew of graduate students on creating a GSI map to submersible
borewells in rural Bangladesh. Opinions on the use of borewells
are highly contentious, especially in the flat plains of Bangladesh,
which are areas highly prone to drought. Tamara has a disadvantage
in being several thousand miles away from her test bed. Thus,
she is very keen on receiving information from the field on
what development professionals and planners think about this
project.
She goes to the Collaborative Repository and answers a series
of short questions about her project. The purpose of the questions
is to classify and categorize the project. She clicks on the
continue button and is taken to the second half of the add
form. This page contains the basic information about her project,
like the title, summary, contact person, etc. After filling
this form out, she is taken to a confirmation screen. Tamara
is happy that finally she has a found a way to receive comments
and feedback about her project quickly and easily. She awaits
eagerly to read what other people will say about her project. |
Task Scenario #3: Searching for
a Project/Document |
After endless hours of searching the web for
information about healthcare technologies in Colombia, Stephanie
has found little credible and relevant information. Realizing
she needs a much more trustworthy source, she turns to the
Collaborative Repository after hearing a colleague mention
that it helped their organization. Stephanie goes to the website
of the repository and clicks on "Search." Presented with a
set of categories options, along with a specialized keyword
search prompt, Stephanie can't contain her smile. She selects
the most relevant choices encompassing healthcare and Columbia,
types in 'technology' in the keyword prompt, and hits the
search button. The search results contain a series of documents
and projects from which she can peruse at will. With so many
hours saved, Stephanie now has more time to write her PhD
thesis. |
Final Interface Design |
View
Interaction Diagram
|
Tools Used |
We used Dreamweaver, and PHPMyAdmin to create
the look and feel of the interface. Dreamweaver allowed us
to use libraries, CSS, and templates to help make our pages
more consistent. It also allowed us to test pages instantly
by automatically uploading them when we saved them, saving
us uploading time and speeding up our testing process. We
encountered minor problems setting up the connections, but
once those were complete, it was not difficult to use the
application.
We used PHPMyAdmin, a PHP-based GUI for MySQL, to look up
table information used to write the search queries. This tool
was helpful in that we did not need to know all the SQL commands
in order to modify or view database properties.
For the View/Add Comments page, we used Microsoft FrontPage
and JavaScript to rapidly prototype the document view screen
and the popup windows for adding and viewing comments. FrontPage
helped by providing a quick and easy way to mock up the pages,
and JavaScript was a convenient way to simulate the sequence
of popup windows for adding and viewing comments. These tools
did not help to create an actual connection to the database
to work with real data, but this was acceptable for the initial
prototype.
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Functionality |
Using the Collaborative Repository, users
can enter document or project information online, search for
documents and projects, and have others rate and comment on
the text. Users can comment at a paragraph level of each document
or project, as well as comment on the entire document.
The News page pulls in news from around the world concerning
IT and Development as soon as they are created, allowing users
to stay updated on current events within the field. The home
page lists a few new documents and projects recently added
to the Collaborative Repository system. On the home page,
users will be able to see what is new in the system at a glance,
or they can use the quick search to find documents of interest
to them. Finally, users can browse through categories on the
Browse page if they are interested in a certain topic, but
they are not looking for a specific document or project.
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What was Left Unimplemented |
We did not implement a dynamic Browse page
that connects to documents associated with the categories
on that page. We wanted to present an example of what our
Browse page would look like if it were functional, so we typed
in the categories on that page, but did not connect them to
a corresponding search in through the database. Our primary
focus remained on the commenting feature's user interface.
We did not add a capability to print to PDF. Users can print
by printing out the HTML page if they need to, but we wanted
users to do most of their work online, and keep returning
to the online representation of the document to make the system
truly collaborative.
Lastly, we did not implement a capability for users to edit
or remove their documents, comments, or projects. In order
to build up a critical mass, we wanted documents and projects
to remain in the system, even if the authors had received
negative comments or if they were finished working on the
project or document. Instead, we created an email notification
system through the My Account page to allow moderators to
receive emails requesting changes or deletions for documents
and projects. This would allow users more time to consider
whether they really wanted to remove a text, and also the
moderator could monitor these user activities as a way of
obtaining user feedback on a project or document. |
Design Evolution |
Initial Sketches |
The initial sketches of the design mainly
focused on the commenting interfaces. These initial sketches
show our ideas of how the document and viewing comments would
be frame based. There would be a pop-up window to add a comment.
These ideas were later incorporated into the paper prototype.
When viewing a comment, the top half of the frame would have
a list of all the comments, while the bottom half contained
the actual comment. The add a comment pop-up basically remained
the same throughout the whole iterative process. This screen
had fields for the username, email, text to comment on, and
a field for the comment.
|
Low-Fi Prototype |
For the low-fi prototype, our team focused
on three main sections: the search page, the commenting page,
and the edit a document page.
Some of the major differences from the initial design sketches
were that we built out the interfaces for the search and add
document pages. Our search form consisted primarily of checkboxes
and text fields, some of which responded to user input immediately
(for example, selection of an Area such as 'North America'
opened a list of countries in 'North America' to search).
The commenting screen showed how the documents and comments
would appear in different frames of the same browser: one
on the right, the other on the left, respectively. We used
small pieces of colored paper within the document to denote
an icon. Users could click on the icon and view all the comments
associated with it. Finally, the edit document screen was
a simple form containing three main sections of data to fill
out. Users clicked on one of three large navigation buttons
to get to each section of the metadata (such as author, date),
research information (such as participants) and search and
categorization to allow users to enter keywords and categories
to classify their document.
|
First Interactive Prototype |
We made several changes to our prototype as
a result of the low-fi testing. For the search page, we separated
the document and project search pages. The users felt that
they would be either searching for documents or projects,
and having a search which combined both would provide too
much information. We also changed the categories according
to the results of the card sorting task done by our low-fi
test subjects. We provided examples after each top level category
of its sub-categories because the top level categories were
too vague. We added a pull down menu of countries instead
of having the countries categorized according to the continent
(Central America, South America, North America, etc.). Some
of the users were not sure where to look for a certain country
using the categories, so we decided to give them a complete
listing instead.
For the commenting page, we renamed the "Annotate"
button, which was unclear to many of the users, to read "Add
Comment" instead. All of the users said that they preferred
a popup window rather than frames to add and show comments.
They wanted to be able to associate the document they were
reading with the comment they were adding. They felt that
a separate pop-up window, rather than a frame side-by-side
with the document, would offer more user control. One user
expressed a strong desire that his workspace should not be
disrupted, resized or obscured in any way by the UI, but felt
that a single pop-up window was acceptable because he could
easily move it out of the way or minimize it. We did not require
the user to login in order to add comments. Users expressed
differing views of requiring users to be logged in before
they were allowed to comment on documents. One view was that
logging in would help ensure that those adding comments would
feel like they were a member of a community. In addition,
logging in would promote better quality information sharing.
Another view was that the ability for anyone to add comments
freely would encourage wider participation in sharing of ideas
and opinions on the site.
For the Add a Document page, we decided to implement one
of the user's suggestions for avoiding potential misclassification
of a project or document. This was done by adding a section
where the user must answer a series of questions. Based on
the answers, the project or document would be categorized
automatically by the system. In order to avoid copyright infringement,
we added a disclaimer and privacy statement that the user
must agree to before adding a new document.
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Second Interactive Prototype |
http://dream.sims.berkeley.edu/collabrepository/
Road Sage provided us with numerous points to improve and
change for this iteration. For the second interactive prototype,
we focused on fixing most of the heuristic violations, mainly
ones with a severity rating of 3. Some were simple, such as
increasing font size and color, but other changes required
simplifying repetitive tasks and providing clearer instructions.
The rest of the changes surrounded areas about error prevention
and consistency. We found it necessary to clarify what fields
in form pages were required, and which were optional. This
is an improvement, because it saves the user time when accomplishing
their task, along with less confusion. Error messages that
occurred from using the site were modified to give the error
more feedback, and prevent further errors. For the search,
we eliminated the case where no search results existed, and
provided them with the opportunity to refine or search over.
We also added some help text to all of the pages. However,
the help section is an area that will be much more detailed
and improved overall in future iterations.
The following are some of the major changes we made and their
justifications:
Add Comment Page
- Added instructions on how to add a comment – "To
add a comment, please select the word or phrase you wish
to comment of from the text and click 'Add Comment.'"
And we added an error message if the user tries to add a
comment without first selecting some text. We also implemented
the javascript that actually allows the user to select text
and have it appear in the "Add Comment" dialog
box – select text, click Add Comments, and the Add
Comments dialog box will display the text you selected in
the "Text to Comment" field.
Add Document Page
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The document entry page was broken up into two pages:
one page with the metadata and category information, and
the other with document general details. If the user has
an unreliable connection, she will not lose much information,
or she can wait until the connection is better and then
continue entering information.
- The user will only now see the disclaimer/privacy page
upon registering with the system.
Search Page
- If there are 0 records returned, it tells the user to
submit an empty search form to see all available records
in the system. The search form is also displayed so the
user can quickly search again without going back to the
previous page.
Changes to Overall Site
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Third Interactive Prototype
|
http://dream.sims.berkeley.edu/collabrepository/production/
The changes in the third interactive prototype involved fixing
issues brought out by the pilot usability test:
-
Provide more clarity between top navigation links.
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Make editing document process more intuitive since users
are unlikely to read the help.
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Combine the separate search pages for projects and documents
into one page and then separate the results by projects
and documents.
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Indicate required fields on search pages.
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Change the name of My Stuff to My Account.
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On commenting page, change pencil icon to read Add Comment.
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Make documents easier to read (change background color).
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Implemented toggling to show or hide unwanted sections,
like hiding project search results if you are only interested
in documents, show/hide individual comments on the view
comments page.
-
Built login mechanism to restrict uploading and rating
of documents to registered users. We wanted to ensure
better quality documents in our system, while still promoting
the free flow of ideas.
- Added news page which receives RSS feeds. The purpose
of this page is to provide an incentive for returning to
the site and build up a critical mass.
|
Usefulness of Evaluation
Techniques |
It was an interesting evolution process to look
back and see how we built the current system. Each of the evaluation
techniques was beneficial in their own ways, especially given
what stage of the cycle we were in. If we had to choose one,
the most influential technique was the low-fidelity prototype.
There are several reasons this prototype was the most effective.
Firstly, this technique allows us to gain immediate and direct
feedback. Since it was a paper-based model with post-it notes,
construction paper buttons, and so on, our users were not
hesitant at to criticize and suggest new features. This then
led to the most amount of feedback relative to any other technique.
We learned to avoid the term ‘annotate’ and use
‘comment,’ and were very surprised to learn that
a frame-based model was shunned by everyone. This made us
focus on building a site that worked with pop-ups. One person
even suggested ways of outlining comments in these pop-ups.
We also used a card sorting technique that involved terms
relevant to information and communications technology in the
developing world. We realized we had too many cards, and saw
how time consuming it was for the user. Fortunately, we gained
new insight to better construct a hierarchical browsing framework
to search for documents and projects in the system.
In comparison, the heuristic evaluation and pilot usability
test were focused on our interactive prototypes. Though effective
in other ways, such as different feedback based on error message
placement and icons, these two evaluation techniques either
reinforced issues from the low-fi prototype, or focused on
features that were not in the system yet. Nevertheless, we
learned a great deal from the two techniques, but they dealt
more with visual and feature oriented problems, which weren’t
an issue with the low-fi approach.
Low-fi prototyping definitely has obvious advantages over
the other techniques, but it may be inaccurate to compare
them because this technique occurs at an earlier stage. It
provided us with an earlier opportunity to compare our proposed
ideas, and saved a lot of time for the implementation stages
that may also explain our favoritism.
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