Assignment 10:
Interactive Prototype #3 and Final Write-up

Suffragists Speak Group:
Rosalie Lack
Joanne Miller
Sally Thomas

SIMS 213, May 10, 1999


The Problem

The Suffragists Speak group started the semester with a multimedia web site that contained a large amount of information about the women’s suffrage movement of 1910 to 1920. Our underlying concern was that the Suffragists Speak site be as informative, clear, and easy-to-use as possible. We recognized that the navigation scheme was potentially confusing and disorienting to the user, especially because of the clumsy and unfamiliar Dynaweb SGML interface. We also recognized that the timeline (really a chronology) was not well integrated with the site, and that the layout of the search page was inefficient.
 

Solution Overview

The Suffragists Speak group added functionality by altering the design and adding features to make the site more navigable and to made information easier to find. We focused on the left navigation frame, changes to the timeline, the Dynaweb interface, and the search page. We shortened the left navigation frame and changed the color scheme, making it easier for users to identify their location in the site at any given time. We developed a single pop-up box timeline that could be enabled or disabled, helping users to understand the sequence of suffragist activities in relation to broader historical events. Because of the limitations we faced in altering the Dynaweb interface, we mocked up in HTML a few samples showing the changes we would propose making. In the mocked-up pages, we altered the look of the Dynaweb pages by copying the source code, making changes, and saving the pages locally as HTML. To improve the usability of the search page, we wrote “search tips” and rearranged the order of the page to help users formulate queries.

In response to a heuristic evaluation of the site and the results of several usability tests, we improved labeling throughout the site to more clearly identify the source of each historical document, and to more accurately reflect the scope of the material provided. Several users expressed a concern about the authenticity and accuracy of the transcriptions of the historical documents we selected for the site. We therefore showed how it would look to include graphic images of periodical articles that could be examined by users to verify the validity of the online transcriptions.
 
 

Tasks & Scenarios

Tasks used for design process

Task Scenarios

For each scenario, we were not too concerned with how long the task took; instead we wanted to know how the participants would approach the task. Would they use the Search page? Would they use the “Browse terms” option? Would they remember where to find relevant information in other parts of the site? We tried to give the users realistic scenarios that researchers or historians might actually have.

Each scenario was designed to test different parts of the system. The first assignment was to conduct research for a dissertation on Jane Addams (designed to test the participants use of the search engine). The second assignment was to try to recall the names of the British mother-daughter suffragists (designed to test use of the "Browse terms" function available from the Search page). The last scenario was designed to test how the participants browsed or searched the system, and whether or how they used the timeline tool to get information about Alice Paul’s activities in 1917.
 

Storyboards of scenarios

Scenario 1: You are a history graduate student writing a dissertation on women reformers in the American progressive era, with a special focus on Jane Addams, the founder of Hull House, a settlement house in Chicago. You go to the site to try to find out more about Jane Addams.
 

The user starts with the search page and enters the name Jane Addams.

The user views the search results

The user then clicks through a variety of the found items and learns more about Jane Addams.

Scenario 2: You are a teacher interested in international connections to the American woman’s suffrage movement. You recollect that there is a mother-daughter British “team” but cannot remember their names. You go to the site to try to find out.

The user goes to the search page and clicks on “Browse terms” to see if she can jog her memory by looking at names.

She gets the “Browse Terms” page and looks through the list of Personal Names. She finds two women with the name “Pankhurst,” and remembers that they are who she is looking for.

She goes back to the search page and types “Pankhurst” and “England” into the search page, using the “Advanced Search” search type.

She then gets the search results screen. (We only have one HTML mock-up of the “Search Results” page—for the Jane Addams search—but the format would be the same.)

Then she clicks on a resource that she would like to explore, for example the oral histories (here also we only have one mocked-up HTML page, so the screen shot is not completely accurate). She can easily use the new Return to Search Results button to return the results.


 

Scenario 3: You are interested in finding out general information about Alice Paul. In addition, you want to learn specifically about her activities in 1917.

The user starts from the home page and chooses “Meet the Suffragists” to see a biography of Alice Paul.

She reads Alice Paul’s biography and chooses to go to the oral history to learn more.


 

When the Table of Contents page comes up (in the left Dynaweb frame), the user scrolls through the list and clicks on the section where Alice Paul recounts her activities during 1917. After she reads through that chapter of the manuscript, she decides to click on the “Show Timeline” link to get more information about what was going on in 1917 and to see if Alice Paul is mentioned.

The timeline pop ups and she reads about 1917 and learns more about Alice Paul’s activities in 1917.


 

Design Evolution and Final Interface (These sections are combined.)


The following section presents the design stages, highlighting when and how the low-fi testing, heuristic evaluation and usability tests drove our decisions. The discussion is organized by the following categories: Navigation, SGML/HTML integration, Search, Browse, and Timeline. These categories loosely map to the areas that we initially identified as needing improvement.
 

Navigation

The initial navigation tools for the web site consisted of a left frame that contained links to the primary and secondary documents and a top navigation bar that contained links to the introductory materials (Meet the Suffragists, Introduction to the Era), the Search page, Timeline, and About the Project. (See Figure 1: Original Navigation System.)

During low-fidelity testing we mocked up two interfaces because we wanted to explore different navigation options (see Figure 2: Low Fidelity Testing, below). For both interfaces we included two timelines in the top frame (see the Timeline section below for a detailed discussion of the timelines). For Interface #1, we removed the top navigation bar and placed all the links in the left-hand frame. One reason for doing this was that we felt that separate navigation tools (left and top, see Figure 1: Original Navigation System) could be confusing. It might not be immediately evident to the user why certain items were in the left frame and others in the top navigation bar.
 
Interface #1 – Left-hand Frame  Interface #2 – Pull-down Menus

Figure 2: Low Fidelity Testing


For Interface #2, we tested removing the left frame and replacing it with a top frame that contained pull-down menus with the navigation options. The rationale for experimenting with this design was related to the Dynaweb interface (see SGML/HTML Integration section). When users enter a Dynaweb document they are presented with a left and right frame. We felt that by eliminating our left frame the screen would be less cluttered.

One of the primary goals of the low-fi experiment was to see how users responded to the two different interfaces, and to see if they had a preference for one of them. We had three participants, and gave each one the same scenario to work through for each of the two interfaces. We observed whether their navigation changed depending on which interface they used. We asked the participants to “think aloud” so we would understand to our best ability what they thought of each interface.

Regarding the navigation, we learned that all of the participants preferred the left frame because it allowed them to see all of the available options (vs. having to click on pull-down menus). In addition, we observed that the left frame helped to structure the way a user unfamiliar with the subject matter might progress through the site.

Based on these tests we chose to keep the left frame. However, in designing the frame we realized that it would contain a lot of information, and we were concerned that users would get overwhelmed. The left frame proved to be more difficult to design than we anticipated. We decided to add a “highlight” box around the label of the current page. In an earlier iteration the background color of the left frame was dark mauve and the highlight box was blue, but the contrast was too subtle. We changed the background color to a lighter shade of purple, changed the highlight color to a bright yellow and made the visited links blue.  The heuristic team noted that the blue visited link color was difficult to see on the purple background. We changed the visited link color to be the same as the unvisited link color (white). We chose to make the visited and unvisited links the same color because we found that otherwise there would simply be too many colors in the left navigation frame. But then we realized that white would not show up with the yellow highlighting that we used to show which page is currently being viewed. So we choose to use orange as the highlight color.

The contrast between the orange and purple quickly conveys status information about the page viewed in the right window (see Figure 3: Left Navigation Highlights).

An additional navigational suggestion that we received through user testing was to make the left frame shorter. The length of the frame required users to scroll up or down to see where they were in the list of contents. Another element that many of the testers suggested was to include a page that served as an introduction to the site; where they could quickly get an idea of the scope of the site. We incorporated these suggestions by expanding the “About this site” page to function more like a “site map” and detailed overview. It now lists each resource with a brief description of what it is (see Figure 4: About this Site).

In addition, in order to shorten the left frame we moved the introductory materials (Meet the Suffragists, Introduction to the Era, About this Site and the Slide Show) to links that surround the image on the front page (Figure 5: Home Page with Introductory Materials). The rationale was to make the home page the place where users are presented immediately with all introductory materials and where they could return for more introductory materials as desired. This option leaves the left frame as a true navigation tool for the other major categories of primary and secondary resources on the site

A labeling issue that the testers identified was that the “Bibliography,” label was not clear. They thought that it would only contain references to books and articles, but it in fact also contains links to web resources. We changed to label to Bibliography/Resources to make it more inclusive (due to time constraints, we have not implemented this change on all of the left navigation frames)
 

“Sort by” Feature

We provided easy access to the information on the site through a “sort by” feature. “Sort by” allows users to access the same information sorted in a variety of ways. For example, users can view periodicals sorted by date, by suffragist as subject, by broad subject terms and by periodical title. During the low-fidelity testing we discovered that the labels that we had used for the “sort by” categories were confusing (see Figure 6: Low-Fidelity Sort by Feature). For example, the “by suffragists” label on the books page was interpreted to mean books written by suffragists, so we changed it to “Sort by suffragist as subject.” In addition, we moved the “sort by” options from the left navigation to the actual page because the “suffragist as subject” label would crowd the left-frame and we wanted to shorten the left navigation frame so that the users would not have to scroll down to see all the options (see Figure 7: Revised Sort by Feature).

During the user tests, only one of the testers noticed the “sort by” option. So we moved it again, this time to the right-hand corner in order to make it more noticeable. Another issue that the testers raised was that they cautioned against misleading users into believing that the site was comprehensive with regard to the entire suffragist movement. This was particularly relevant for undergraduate students unfamiliar with primary source research. We added the label  “selected periodicals” in order to convey that we only have a few of many periodicals (see Figure 8: Current Sort by Feature).
 

SGML/HTML Integration

An issue related to navigation that we had to contend with was the integration of the HTML and the SGML pages. The site contains text documents (books, transcriptions of oral histories, correspondence, periodicals, and a bibliography) and multimedia items (photographs, ephemera, and audio clips of songs and interviews). The text documents are encoded with SGML. In order to view them in HTML they are interpreted into HTML on-the-fly with a browser called Dynaweb. The multimedia items are not currently SGML-encoded so they are displayed directly in HTML documents. The text documents and search results on the text documents are displayed in Dynaweb. One of our major constraints was that we could not make any changes to the Dynaweb interface. Because it is an application that is shared by many resources at the Bancroft Library, any changes we made would affect other materials at the Bancroft. To implement the changes from the usability tests, we mocked-up HTML pages to illustrate the changes we would make to the official interface if we could.

The Dynaweb interface is made up of two frames: a left frame that generally contains a table of contents, and a right frame. As noted in the Navigation section above, in the low-fidelity testing period we tested a design in which all the navigation options were in pull-down menus in the top frame. This option would have eliminated the problem of a frame-within-a-frame that occurs when the user views a Dynaweb document (see Figure 9: Original Dynaweb Screen). However, users preferred the left frame, even if it meant having three frames.

Users identified many usability problems with the Dynaweb interface. They were particularly confused about the function of the many buttons in the bottom frame. In addition, the evaluators recommended that we create a more seamless transition between our site and Dynaweb. Since we could not make any changes to Dynaweb, we mocked up HTML pages to reflect the changes we would like to see made (see Figure 10: HTML Mock-up of Dynaweb Page). Essentially, we removed the bottom frame that contains the confusing icon buttons that lead to other documents on the Bancroft Library’s site that are not related to our materials. In addition, several testers did not realize when they were in the actual oral history.  So we added the title “Oral History: Alice Paul” to the left-hand frame and the full citation for the oral history to the right frame.

We chose to display the SGML-encoded documents that are only one or two pages (such as periodicals and correspondence) without frames. The frames are necessary for long documents, such as the oral histories because the left frame contains the table of contents. When the frames are removed in Dynaweb, the bottom frame buttons move to the top of the document. The heuristic evaluation team noted that that it was confusing to have buttons sometimes in the bottom frame and other times at the top of the documents. They also noted that the buttons were confusing because their functionality was unintuitive (they are icons without text explanations). Interestingly, during usability testing we found that none of the testers seem to notice those buttons. We attribute this to the artificial testing atmosphere, and usability testers who were more interested in content than design. However, we think that left on their own, the usability testers would notice the buttons and wonder about their purpose. We mocked up HTML pages to demonstrate the changes that we would like to make to the correspondence and periodicals pages to address this usability problem. Like the oral history mock up, we removed the buttons and added the document type to the label (e.g., Periodical: New York World). See Figure 11: Periodical Page Before and Figure 12: Periodical Page After.
 

Search

The search page offers two search options: a quick search and a full-feature search. From the beginning we knew that we wanted to provide two levels of searching capability in order to accommodate novice and expert searchers. We recognized that a simple search should not mean that the user received erroneous search results, but rather that the user would get a less refined search result set. The search engine remained functionally the same throughout the project. The changes were primarily in the presentation of the search options on the search form.
 

Quick Search

The quick search option allows users of the site to search for material quickly. It is designed for novice users unfamiliar with how to compose a complex search query or for users who want to make a quick assessment of whether the site contains information about a particular topic or person. (The quick search is equivalent to the user choosing search over the entire collection, choosing keyword search and not limiting the search to person, place, organization, and/or subject term.)
 

Full-Feature Search

The goal of the full-feature search was to make a search form that would fully exploit the search capabilities of SGML yet still accommodate novice and expert users. For example, when users choose the “Limit to” option (for personal names, organizations, places, and subject term) the search engine adds the SGML tags. This allows users to benefit from the SGML tagging without knowing the tags themselves. In addition, for advanced users we offer the option of using the Dynaweb search language, which has a complex syntax and allows users to type in queries using SGML tags. In the “search tips” we provide example queries to further assist the users.

For the low-fidelity testing we mocked up a design of the new search page that included both the quick and full-feature search (see Figure 13: Low-Fidelity Search Page). During the testing, we had difficulty fully evaluating the effectiveness of the search page because the search engine’s effectiveness is tied to its functionality. However, we did get some feedback that helped us in our redesign.

Overall the users were overwhelmed by the search page options. In order to make it more usable we moved some of the options around and moved others into pull–down menus. We collapsed the “choose 1 only “ option into to a pull down menu and called it “limit to”. In addition, in order to clarify the options, we moved the keyword option to the top of the list and made it the default choice because people tended to be more familiar with that option.  Also we added the label “advanced search” next to the Dynaweb search choice to alert the user (previously the label was “use the Dynaweb language”).

Another change that we implemented based on low-fidelity testing was changing the “Select a Collection” choices. Initially the names in the pull down menu for “Select a Collection” consisted of the names of documents. For example, instead of “Primary Books,” the menu listed the books individually. Our testers found those choices confusing because they expected that the collection names would be the same as the choices in the left-hand frame of the Web page. We changed the list to reflect the labels from the left frame. While we lost some searching capability because users now search over all primary books rather than individual books, we think that it is clearer and maintains the logic of the system’s architecture.
 

Search Tips

From the heuristic evaluation we learned that we needed to include help for the search page. We recognized that most people would not go to another page for search help, so we provided search tips directly on the search page. We also included links to more in-depth information for users who might want it. We included search tips for areas that were defined as confusing. For example, users did not understand the difference between keyword and exact phrase and what the “browse terms” option was for. In addition, we added a section where we define SGML and explain why we chose to use it. We also provided example searches using Dynaweb language for the advanced searchers (see Figure 14: Search Tips).

However, during the pilot user study we found that users were still confused by the search page and, more importantly, we found that even though they were confused they did not read the search tips until we prompted them. In addition, after reading the search tips they identified areas that were still unclear. So we expanded the search tips and included how to do a Boolean “and” search (something two of the testers wanted to do). Also only one of the testers noticed the Browse terms and did not take the time to read the search tips that explained what it was, so we changed the label to (Browse terms: persons, places, organizations, subjects). In addition, we reversed the order of the “search type” and the “search for:” options. We thought that if users were confronted with a choice of search type first then they would be more inclined to read the search tips to figure out which was the best option (see Figure 15: Current Search Page).
 

Search Results

In the usability tests, the first page of the search results in Dynaweb confused some of the participants (see the Figure 16: Dynaweb Search Results). It presents the user with two frames, and it is unclear what the relationship is between the two frames.

We mocked up HTML pages with our solution. We choose to make the first screen with no frames and to display the list expanded, with the goal of making it look more like search results that people have come to expect on the Web (see Figure 17: Revised Search Results - First Page).

The heuristic team identified that once the users clicks on one of the choices from the search results page, there was no way to return to the original search results without repeatedly clicking on the Internet browser’s “back” button. Also the usability testers indicated that they would like to be able to return to the most recent search results and to return easily to our search page. During the usability testing the users did not understand what the blue arrow icon meant (it means that the list can be expanded). Again, since the results are in Dynaweb and we were not able to make changes to the document, we created an HTML version to demonstrate the changes that we would like to implement (see Figure 18: Revised Search Results – Second Page). We added icon buttons with text: Expand and Collapse the list, New Search and return to Search Results.
 

Browse

One of the basic tenets of usability is the importance of recognition over recall. The browse page serves just that purpose. It gives the user the opportunity to browse through a list of names that appear in the collection and therefore can be searched on, rather than having to remember the names themselves. The names are organized by person, place, organization, and subject term. We felt that users would only want to browse a list of terms when they were ready to do a search for a specific item, so we placed the “browse terms” link on the search page. (See Figure 15: Current Search Page for the “Browse term” link and Figure 19: Low-Fidelity Browse Page.)

After initial usability testing we found that it would be more convenient to combine the four lists into one page (Figure 20: Browse Terms Page).
 

Timeline

We included a timeline because we felt that it was important to provide contextual information for the suffragist movement. The first design included a link from the top navigation bar to a list of dates that linked into a Dynaweb document with a chronology of major events related to the suffragist movement for that year (Figure 21: Original Timeline Page).

We felt that by making the timeline simply another choice of documents did not make it interactive in the way that we had envisioned. In addition, we wanted to add a second timeline of general historical events. The initial design for the world and suffragist timelines was to include them both in the top frame with links that opened up the information into a new, small browser window (see Figure 22: Low-Fidelity Timeline). We chose to implement the timeline using an adjustable and scrollable  “pop-up” window because it allows users to refer to the timeline without losing their place in the main document. They can switch back and forth between screens as they read.

During the user testing we discovered that users liked the idea of the timeline pop-up window. However we also found that while the timelines are important tools (especially for researchers new to the subject matter), they might not need to be constantly apparent at the top of the screen (in fact, they could be an annoyance to more advanced scholars). In response, we added a feature where users can open and close the timelines as they wish. When user clicks on “Show Timelines” in the left navigation the timeline appears in a top frame (see Figure 23: Show Timelines). It disappears when the user clicks on “Hide Timelines” (see Figure 24: Hide Timelines).

 Testers preferred to have the world and suffragist timeline information in one screen so that they could easily cross-reference events. We therefore combined the timelines and added “forward” and “back” navigation within the windows so users can jump directly to subsequent and previous years.

Another issue pointed out by the testers was that they did not realize that the “timeline” contained a fairly detailed account of suffragist events between 1910 and 1920, historical and political events, and art and literature. Many testers, especially those who considered themselves familiar with the major historical events of the period, did not access the timeline because they expected a very brief account of major historical events (for example, Beginning of World War I, etc.). So we plan to change the navigation label from simply “Show Timeline” to “Show Chronologies” and the timeline itself we labeled "Chronologies of Suffragist and Other Historical Events" to better convey the extent of the materials. (See Figure 25: Final Version of the Timeline.)
 

Content

The testers were confused by the order that we had placed the lists of items on the site. On the “Meet the Suffragists” page the women are listed in order of importance, while on the Oral History page the oral histories are listed in alphabetical order. Even though this appears to be a minor issue all of the participants commented on it. So we arranged the biographies in a consistent order, with an explanation about the rationale of the order at the top of each page.

Users suggested that we add more links between material on the site. For example on the “Meet the Suffragists” page where we have a link to the oral histories we should also include a link to the audio excerpts that we have for that person. We added some links on the “Meet the Suffragists” page to the Alice Paul and Sara Bard Field biographies, and as time permits we will add links throughout the site.

Testers also commented that we need to have an editorial statement that clearly states what the site covers and what it does not. We have not written such a statement but recognize that it is needed.
 

Most Valuable Evaluation Technique

In the beginning, the most valuable evaluation technique was the low-fidelity test because it helped us to evaluate alternative navigation formats without constructing a web site.

The pilot usability test was also extremely helpful because we were able to get input from “real” users—history graduate students. Their feedback was important for interface design and for content.
 

What You Can Do with the Site

Go to the site (note, when asked for a password, enter: teitest, login: sgml)

What was left unimplemented?

Due to time constraints and the large size of the site, several changes were left unimplemented. On the “Browse terms” page, we would have liked to implement a feature that would allow users to click on a term and have that term automatically appear in the search form. Currently, users need to copy and paste terms into the search form.

Another issue on the Browse Terms page is that currently the personal names are searchable within the SGML-encoded documents, but the subject terms are not. It will require a lot of work to embed the document with the appropriate tags, making it possible to search on the subject terms and find their occurrence in the appropriate location in the document, but to make the subject term tags themselves invisible to the user (we found this to be a problem we couldn't solve in the time available).

Other changes were minimally implemented, but we would like to make changes throughout the site. We have not changed all the link colors on all of the left navigation frames. Each frame is its own document, and changing all of them is not feasible in the time remaining. (In fact, there are two left navigation frames for each page of the site due to the show timeline and hid timeline feature.) We also need to make links to materials through out the site, which was a great suggestion from several users. We stared to do it on the Meet the Suffragists page within several other biographies of the women.
 

Wizard of Oz Techniques

The HTML mock up pages are not incorporated into the site at the Bancroft Library server. This means that they are for demonstration purposes only.
Tools

We created HTML pages that serve as a gateway to the SGML documents. We used the Dreamweaver WYSIWYG editor because it offered functionality such as creation of frames and easily-implemented Javascripts.

We used ColdFusion in our final prototype iteration to generate the Periodicals pages with various “sort by” options. Previously, each of these pages was hard coded with HTML. That meant that any time a periodical article was added, the new URL needed to be added to four different HTML documents. Using ColdFusion, we now have one database that supplies the information “on the fly” for all four pages. The reordering is done dynamically by the ColdFusion application calling on the database. The ability to easily update the material on the web site using one database is extremely important from a scalability point of view.

To some extent, using Dreamweaver limited what we could implement on the site. We probably could have benefited from other web-site creation tools and languages, but there was not enough time to learn other tools or languages well enough to help. We would have benefited from knowing more about Javascript to create additional features.
 

Future Considerations

We were intrigued by Apple Computer's use of the "Guides" interface described in one of the course readings, and presented on video during one of our course lectures.  It presents an interesting interface, especially for users who are unfamiliar with the time period. Some appropriate guides for Suffragists Speak would be Alice Paul, a founder of the National Woman's Party (NWP) and a subject of one of the oral histories (the NWP led the militant pickets of the White House that led to many arrests, jailings, and subsequent forced feedings of some of its hunger-striking members); Carrie Chapman Catt, leader of the more conservative suffragist organization, the National Woman's Suffrage Association (NWSA), which opposed the militant tactics of the NWP; Ida B. Well, an African-American leader who balanced her pro-suffrage activities with a national anti-lynching campaign (and confronted the racist beliefs and actions of many of the white suffragists, including Alice Paul); President Woodrow Wilson, the democratic president who stalled movement towards a federal amendment to the Constitution for many years while he directed the nation's involvement in World War I; and an anti-suffragist, representing women who organized to prevent women from entering the public arena of politics. This would be an interesting, though extremely time-consuming (and expensive, not to mention technologically challenging to implement successfully) interface to develop. However, were the resources available to experiment with a Guides interface, it would be worth the effort (especially after more research into how far the Guides interface was developed, to hopefully learn from their mistakes).
 
[Note: All team members contributed to this assignment.]