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Final Presentation
Final Prototype

Assignment #1
Project Proposal
Assignment #2
Project Personas
Goals
Task Analysis
Assignment #3
Scenarios
Comparative Analysis
Initial Design Sketches
Assignment #4
Low-fi Prototype
Usability Testing
Assignment #5
First Interactive Prototype
Assignment #6
Heuristic Evaluation
Assignment #7
Second Interactive Prototype
Assignment #8
Pilot Usability Study
Assignment #9
Final Write-Up
Individual Assignment
Krista Gettle
Diana Stepner
Project Resources
Work Distribution
 

Assignment #7

Overview of Design Changes
Addressing Heuristic Evaluation
Second Interactive Prototype


Overview of Design Changes

As a result of discussions during team meetings and while completing assignments for IS213, we have continued to refine our design. For the second interactive prototype, we made significant modifications to some aspects of Preferences. Changes include simplifying the initial interest identification process, making each channel self-contained, removing the concept of rows, and improving the navigation. We also updated the Welcome screen and used bulleted text to clearly introduce terminology.

The first interactive prototype was developed using PowerPoint. It demonstrated the linkage between content channels and tab layouts, but some aspects were quite limited. The user was restricted to interacting with Profile set-up, the tabs, and a few aspects of Preferences. Information on the Profile page was shown to personalize the contents of the Home and Courses tab as well drive the creation of an Interests' tab. By clicking on each tab, the user was able to view representative content. Within the Preferences area, the user was able to interact with the Content area. Also they were able to review the details they had provided during the setup process by clicking on the Profile link.

The second interactive prototype was designed in HTML. It includes all the aspects provided in the PowerPoint version. In addition, it includes changes designed to address the heuristic violations reported by the Event Calendar team. More specifics can be found in the Addressing Heuristic Evaluation section. The move to HTML was made to facilitate the progression towards implementation. More specifics can be found in the Second Interactive Prototype section


Addressing Heuristic Evaluation

The information we received from the Event Calendar team provided us with valuable feedback about the MySIMS portal. We carefully went through all the input. Some of the points identified major concerns with the application. We are trying to address these items in the second interactive prototype. Some of the other violations we did not consider problems. In these cases, we choose not to act upon the recommendations. Also there were a few points that had not emerged in previous user testing but could be potential problems. We have decided to conduct further testing and make the changes accordingly. The following list summarizes recommendations from the Event Calendar team and our decisions.

  1. [H6: Clearly marked Exits] (Severity 4)

    There is no clear way to exit Preferences to get back to Home or any of the other tabs (Courses, UCB, News, Interests). This is true on both the customize page that appears when you first login and also later when you click on preferences from within your portal. The only button on the page that looks like an exit button is the “Cancel” button. However, since this button is inside the context of one of the tabs (i.e. Interest), it is unclear whether the button applies to just the tab or the entire page. (2 evaluators)

    SIMS Corpus: A MySIMS link was added to the navigation options when a user is in the Preferences area.

  2. [H2: Speak the User's Language] (Severity 4)

    I do not think that the term "channel" is very clear. Does it only apply to the content within the Interests tab? Are all content boxes considered channels? Also, it is unclear what a Custom Channel is and where it comes from. Although the term content “channels” is in wide use today in the area of RSS feeds, we don’t think it can be assumed that all incoming students to SIMS will initially know what that means. It would be helpful if you defined “channel” on the Welcome page instead of just listing what the channels were. It would also be helpful to explain on that screen what the “and more” part of “academic information and more” could be, which would be another opportunity to talk about what is or is not a channel. Also, you talk about “content channels” on the Welcome page and “content” on the Preferences page; I believe referring to the same thing. (2 evaluators)

    SIMS Corpus: The Welcome page was redesigned. The text was reorganized into bullets. Each bulleted point introduced a specific aspect of the MySIMS portal. One bullet introduces a "Channel". Another bullet defines what can be found in the portal. We decided to continue to use the word "Channel". Based on the metaphors associated with the word "channel", we feel it is the correct term to use. Also, despite the feedback received to date, we felt similar concerns would be raised if another term was used. For example the word "content" is too generic and could bring up too many, disparate mental models. We will continue to gather feedback during usability testing.

  3. [H1: Consistency] (Severity 3)

    Some content boxes are clearly linked. For example, “Course Readings & Assignments” changes according to what course is selected in the “Course Information” box. However, this relationship is not clearly displayed in the UI. These 2 content types are placed in separate boxes that look alike. There is no consideration of their hierarchy and link. This is also true on the News page with News Source and News Headings, and is an inconsistent metaphor with the way the rest of the channels work and how they are defined. It is also unclear if users can delete one content box and not the other. Should these be placed in one box? (2 evaluators)

    SIMS Corpus: We eliminated this issue by making each channel self-contained.

  4. [H3: Minimize User Memory Load] (Severity 3)

    There is no visual flow to any of the pages. The channels boxes are all different shapes and sizes but seem to just be placed randomly on the screen giving the user's eye no place to rest and the placement just seems arbitrary and confusing rather than useful. It may be difficult for users to remember the placement of these different content boxes on different pages. (2 evaluators)

    SIMS Corpus: Even though we understand the value of creating a visual layout which is easy to follow, we found Yahoo! and other popular portals allow their channels (or content) to be of different shapes and sizes. So, a compromise was reached. Most channels will be of a similar shape and size, but some will require more space. For example the Announcements channel may take up more real estate if there are a number of Announcements which need to be presented.

  5. [H9: Clearly Marked Exits] (Severity 3)

    Each content box has 2 icons on the upper right corner: a bar for minimize and an “x” for delete. Does the delete button remove the content from users’ settings permanently? Is this the same action as adding and removing channels from the preferences section? (2 evaluators)

    SIMS Corpus: The "x" for delete was replaced by a Trash Can. A confirmation message was added when the user decided to delete a channel. Also the image for minimize and maximize was replaced.

  6. [H1: Simple and Natural Dialogue] (Severity 3)

    In the Preferences section there is an effort to separate content from presentation by placing content and color scheme on separate pages. However, isn’t layout of content also presentation? If feels awkward to have to determine the layout of the content when all the user may be interested in is getting the content on the screen. The fact that different channels take up a different number of cells is also problematic. It becomes an exercise for the user to have to find the most efficient way to fit the maximum amount of content on the page. It is also unclear why there are only 9 cells. Will the page scroll down for more?

    SIMS Corpus: Our initial paper-prototype combined content and presentation. Users were confused and represented breaking out the concepts. We also found content and presentation was broken out consistently in Yahoo! and other portals identified for our comparative analysis. We removed the 9 cell limitation and simplified the layout process by removing the notion of rows. Users can add as many channels as they want to a tab. See the response for item #4 as well.

  7. [H4: Consistency] (Severity 3)

    The page layouts in the Preferences section are not consistent. The sub-navigation links are not placed in the same position, the page label is not consistent, the Welcome message is not in the same location, and subheadings are displayed differently.

    SIMS Corpus: The discontinuity was an oversight. It was corrected in the Second Interactive prototype.

  8. [H4: Consistency] (Severity 3)

    Preferences: Hard to tell due to the limitations of the prototype, but it seems like the interaction for initially setting up your Preferences the first time (the long form with different sections) is very different from how one changes Preferences later. This seems unnecessary and potentially very confusing. After studying it a bit, I realize that maybe the page you get to from the Welcome screen is the Profile part of the Preferences but it is not obvious that it is part of the same thing that I visited later when I clicked on the Preferences link.

    SIMS Corpus: The title in the Setup area was corrected and made consistent with Preferences. A comment was added directing the user to the area within Preferences where they can change their Profile.

  9. [H9: Prevent Errors] (Severity 3)

    Dragging and dropping is much more difficult to coordinate than simply clicking. Also, they are currently unable to see more than one channel in order to determine how much room is left on their grid. If they remove one channel temporarily to make room for another, they must go through the process of selecting a category and channel from a long drop down menu again.

    SIMS Corpus: The method for adding a channel was modified. Instead of dragging and dropping, the user can click on the preview to indicate where they want the new channel to be placed. It can be added above, below, or to the side of any existing channel.

  10. [H10: Help and Documentation] (Severity 3)

    Is there help documentation available to users who have not yet signed up for the site? You don’t show the left-side Preferences | Help | Logout menu on the Home page of an un-logged in user or on the general Welcome page. Even a guest should be able to get help and it’s confusing not to include the standard menu selections throughout the application. (See Yahoo! Mail.) If the “Help” is the same as the Tutorial on the home page, it is confusing to have two different ways to access it.

    SIMS Corpus: Even though Preferences will not be available to users who have not logged in, the Help and Logout options will remain. Whereas Help will define various aspects of the MySIMS portal, including terminology, it will not provide a step-by-step introduction. This is the goal of the Tutorial. Given the differences, both Help and Tutorial will remain. Other users we discussed this feedback with were clear on the difference as well.

  11. [H1: Simple and Natural Dialogue] (Severity 3)

    Home Tab: They layout of "channels" on this page don't seem to make a lot of sense - The portal tutorial and Google search are at the top, while something like email which people use a lot is at the bottom.

    SIMS Corpus: The number of channels on the Home tab was reduced. Also the most important channels, as identified from user input, were moved to the top.

  12. [H1: Simple and Natural Dialogue) (Severity 2)

    Preferences- Set-up Course Details: Why are we only interested in the courses a student is enrolled in as well as those they are “Interested In”? What exactly does “Interested In” mean (e.g. can you only select courses for the current semester), and if we include that, why aren’t we including access to all Courses taken, as the user was definitely interested in them at one time? It is not clear where this information comes from. Is this populated from your UCB registration? If so, it seems weird to have a box of courses you are "interested in" right next to ones that you are officially registered for. It seems like a there is a bigger mental distinction between this two types of classes. (2 evaluators)

    SIMS Corpus: As the phrase Interested In was recommended by a user and did well during initial testing, explanatory text was added. Instead of text box, a drop down menu was used to facilitate course selection. To differentiate between "enrolled" and "interested in" courses, separate content channels were created.

  13. [H2: Speak the User’s Language] (Severity 2)

    On the Welcome page, users can choose to customize their site by clicking on the Customize button. This takes them to the Preferences section’s Profile page. It is unclear that customize means preferences.

    SIMS Corpus: We did not consider this a heuristic violation. We found this term to be used consistently throughout our Comparative Analysis. Also it was a term users understood and referenced correctly during our paper prototype and other testing sessions.

  14. [H4: Consistency] (Severity 2)

    All pages: Buttons are not consistent in design or in use. In some cases an action is performed by clicking on a button, and other times by clicking on a link (e.g. Add Feed on the news page is a link).

    SIMS Corpus: This issue was addressed in the second interactive prototype. Buttons were used to indicate actions. Links open pop-ups or new windows.

  15. [H10: Help and Documentation] (Severity 2)

    Since there are all kinds of content on the site, it would be helpful to be able to access help at a local level (i.e. at each content box) instead of a page dedicated to all help questions.

    SIMS Corpus: Context sensitive help was added to specific areas in the prototype. The idea of a "What's This" link was used as well. Clicking it causes a pop-up to appear with a brief help statement.

  16. [H6: Clearly Marked Exits] (Severity 2)

    It is unclear how a user can delete channels from the Preferences/Interests page once they add them to the grid. The “x” is so small that it’s not very obvious.

    SIMS Corpus: A larger, trash can icon was used instead of the "x" in the Second Interactive prototype.

  17. [H2: Speak the User’s Language] (Severity 2)

    Courses Tab: It’s not clear why the calendar is under the courses tab. Is the calendar only displaying things related to courses? Or can the user use it to as a planner to enter in any events that they want? If this is the case then wouldn't it make sense as its own tab?

    SIMS Corpus: Users asked for the calendar to be located specifically on the Courses tab. We had initially placed it on the Home tab. The move allowed users to view all their course due dates in one central place. This was one of the most requested features during our paper prototyping phase.

  18. [H1: Simple and Natural Dialogue] (Severity 2)

    Courses Tab: I’m not sure why this “Who’s online” section is part of the courses page and not elsewhere on the site? What value does it add as part of the courses page? How will you identify someone who is online and in multiple courses - will they be counted as an online user under each course they are associated with?

    SIMS Corpus: The notion of categorizing who is online by course was removed. Instead a general listing of who is online will be provided.

  19. [H8: Prevent Errors] (Severity 2)

    Preferences- Set up Course Details: A blank text box for adding a course that you are interested in doesn't seem very helpful to the user - what are they supposed to type in there? A keyword? The entire course title? The department and course number? The CCN? Perhaps some drop down menus or other aids would be more helpful and prevent the user from making mistakes.

    SIMS Corpus: Instead of text box for adding a course, a drop down menu was used to facilitate selection. To differentiate between "enrolled" and "interested in" courses, separate content channels were created.

  20. [H3: Minimize User Memory Load] (Severity 2)

    It is a little difficult to find user name and password on the initial screen. You might want to move your application icon to the middle and move the entry fields for user name and password to the top of the screen in that area.

    SIMS Corpus: The application icon was moved behind the MySIMS logo. The user name and password were moved up the right-hand corner (where the application icon had been initially placed).

  21. [H1: Simple & Natural Dialog] (Severity 2)

    You talk about the fact that not logging out could “inflict damage on your user account” on the Welcome page. What does that really mean?

    SIMS Corpus: The tone of the security message in the Welcome page was toned down (made calmer).

  22. [H3: Minimize User Memory Load] (Severity 2)

    When the user is in the Preferences > Profile section it is difficult to tell where they are because you only put Preferences at the top of this screen and then went straight to the sub-headings for Profile. You might want to use breadcrumbs (as I did above) to indicate the submenu in which the user is located. Additionally, I’d suggest calling it “My Profile” to make it clear that it is personal info about the user.

    SIMS Corpus: Retitled the section "My Profile". We decided not to introduce another navigation model and did not incorporate breadcrumbs.

  23. [H1: Simple & Natural Dialog] (Severity 2)

    In Profile > Academic Interests, it is difficult to tell that there are sub-menus under each Academic Interest. It is also unclear what will happen if you select an Academic Interest without selecting a Content Channel underneath it.

    SIMS Corpus: The sub-menus were removed. To introduce the concept, the items that were previously depicted in the sub-menus will automatically be added to the Interests tab. Users can remove or add more channels in the Preferences section.

  24. [H1: Simple & Natural Dialog] (Severity 2)

    In Profile > Personal Information it is unclear what the user should do if they want to enter two phone numbers (e.g. home and cell).

    SIMS Corpus: Another phone number field was added. A drop down menu before the field was incorporated to allow users to designate the type of phone number (cell, home, work, etc.)

  25. [H1: Simple & Natural Dialog] (Severity 2)

    In Home > Bookmarks, it is unclear exactly what is contained in the “Bookmarks” section. Is it URLs or local folders or both?

    SIMS Corpus: The Bookmarks section was redesigned. In the second interactive prototype, links are used.

  26. [H2: Speak the User’s Language] (Severity 2)

    In News > News Sources, what does “Add Feed” and “Remove Feed” mean? It looks like there is already a drop-down there with all the available choices, so I’m not sure what the functionality would be. The term feed may be confusing for some users, and conflicts with the fact that you’ve called these things Content Channels in other areas.

    SIMS Corpus: The "Add Feed" and "Remove Feed" options were removed.

  27. [H5: Feedback] (Severity 2)

    In News > News Sources, if “Set as Default” is checked, how does the user know that they have successfully set a feed as the default? This should be a button that returns feedback, not a checkbox (after which normally a button must be pressed to return feedback).

    SIMS Corpus: We removed the "Set as Default" option.

  28. [H4: Consistency & Standards] (Severity 2)

    In Courses > Course information why is the “I” icon used? Wouldn’t a “New” icon be better, as it is the more commonly used web convention and conveys that there is “New information,” not just “Information?”

    SIMS Corpus: We decided to keep the "I" icon. Adding "New" or other words made the text too long. A mouse-over was added to put the "I" into context.

  29. [H2: Speak the User’s Language] (Severity 1)

    Home Tab: I t is not clear what community the people directory is acting upon - is it just SIMS or all of Berkeley? Also, what will happen if the user presses the “View Faces” link and a query hasn’t been run yet. Should it be there if a query hasn’t been run yet? (2 evaluators)

    SIMS Corpus: The word "SIMS" was added, so the title reads "SIMS Directory". View Faces is a link, so clicking it in the second interactive prototype will open a new window.

  30. [H4: Consistency & Standards] (Severity 1)

    Grammatically, it is more correct (and more widely used in applications) to say “No, thanks” instead of “No thanks” on the Welcome page.

    SIMS Corpus: The requested change was made.

  31. [H2: Simple & Natural Dialog] (Severity 1)

    In the News > News Reader section, an “Email Story” link should not be displayed when there is no story. I found that confusing and initially wondered what it meant.

    SIMS Corpus: The "Email Story" link was removed. Following practices used throughout the web, an email and print icon will appear in the pop-up containing the story the user clicked on.

  32. [H2: Speak the User’s Language] (Severity 1)

    In Preferences > Content, I don’t think there is any need to add the word “Channel” to the title of a channel (e.g. “Jakob Nielsen Alertbox Channel”). It just takes up screen real estate and is redundant since the name of the drop-down is “Channel” Also, as mentioned previously, are these websites or news feeds? Not knowing this makes it difficult for me to tell what “Add Custom Channel” could mean.

    SIMS Corpus: The word Channel was removed.


Second Interactive Prototype

In order to progress towards our final application, the second interactive prototype was built in HTML. It includes the recommendations identified during the heuristic evaluation as well as other improvements identified throughout IS213. The overall structure is still a portal with multiple tabs. The first time a user logs on they will be presented with a Welcome page. From here the user can decide to customize their instance or start using MySIMS directly. All users will be presented with four tabs - Home, Course, UCB, and News. Individuals who selected interests during the customization process will have a fifth tab - Interests. The tab will contain suggested content based on the interests the user identified. These, as well as other channels found throughout the portal, can be deleted. The user can click the trash can icon on the channel or remove it in the Content portion of Preferences. Within Content, the user can add channels as well. Also, within Preferences, the user can revisit the Profile information presented during the initial setup process. (Note: In the current prototype, we have not had time to implement the Color Scheme or Account Administration portions of Preferences.)

Follow these tasks, and supporting steps, to view the second interactive prototype. Note: It is best viewed with Internet Explorer version 6.x.

  • To Setup Initial Content
    • Step 1: Login
    • Step 2: Choose to Customize
    • Step 3: Enter Profile Information
    • Step 4: Review Interests Lab
    • Step 5: Logout
  • Print Course Reading
    • Step 1: Login
    • Step 2: Choose Not to Customize
    • Step 3: Navigate to Courses Tab
    • Step 4: Print Usability Assignment & XML Reading for Tuesday
    • Step 5: Logout
  • Add Calendar Channel to Home Tab
    • Step 1: Login
    • Step 2: Navigate to Preferences Menu
    • Step 3: Select Channel to Add
    • Step 4: Select Location for Channel
    • Step 5: Confirm Location of Channel
    • Step 6: Validate Channel is Added
    • Step 7: Logout

Preview of Usability Test
The task scenarios we will be using for usability testing are modeled after those outlined for low-fi prototype testing. Following the same scenarios will allow us to compare the changes we have made. Also, as we believe we have cleared up some trouble spots, we envision users highlighting a few new points of concerns. These items might have been present previously but could have been overshadowed by other issues. The three task scenarios participants will perform are as follows:

  • Scenario 1: Setup Initial Content
  • Scenario 2: View Course Information (Print Course Reading)
  • Scenario 3: Customize Content (Add Calendar Channel to Home Tab)

As the users walk through the scenarios, we expect to evaluate these five characteristics:

  • Effective: Effectiveness is the completeness and accuracy with which users achieve specified goals. It is determined by looking at whether the user’s goals were met successfully and whether all work is correct.
  • Efficient: Efficiency can be described as the speed (with accuracy) in which users can complete the tasks for which they use the product.
  • Engaging: An interface is engaging if it is pleasant and satisfying to use. The testers' reaction to the style of the visual presentation, images, colors, and readability of text will be considered.
  • Easy to Learn: An interface which is easy to learn allows users to build on their knowledge without deliberate effort. Allow users to build on not only their prior knowledge of computer systems, but also any interaction patterns they have learned through use in a predictable way.

adapted from Whitney Quenesbery's What Does Usability Mean