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User Interface Design II: Process
J.Serrat
102759 Software Design
November 22, 2016
Index
1 How to design UI ?
2 User research
3 Paper prototyping
4 User testing
5 Forms
Readings
1. Slides of MIT course 6.813/6.831 User interface design andimplementation. Spring 2011. Lectures on User-centereddesign, User testing, Prototyping.http://ocw.mit.edu/
2. Getting the most out of personas, website UX for the masses byNeil Turner, http://www.uxforthemasses.com/personas/
3. Personas: practice and theory, John Pruitt and JonathanGrudin, Conf. on Designing for User Experiences, 2003.http://research.microsoft.com/en-us/um/redmond/groups/coet/
grudin/personas/oldversions/pruitt-grudinold.pdf
4. Prototyping for tiny fingers, Marc Retting. Communications ofACM Vol 37, No. 4, 1994.www.marcrettig.com/prototyping-for-tiny-fingers/
5. 7 myths about paper prototyping,www.userfocus.co.uk/articles/paperprototyping.html
Books
1. Paper prototyping: the fast and easy way to refine userinterfaces, Carolyn Snyder, Morgan Kaufmann, 2003.www.paperprototyping.com
2. Rocket surgery made easy: the do-it-yourself guide to findingand fixing usability problems, Steve Krug. New Riders, 2010.http://sensible.com/rsme.html
3. A project guide to UX design, Russ Unger, Carolyn Chandler.New Riders, 2009. Ch. 7 “Personas”
4. User interface design and evaluation, Debbie Stone, CarolineJarret et al. Morgan Kaufmann, 2005.http://booksite.elsevier.com/9780120884360/ chapters 1-4, 6, 8, 10
available to download.
How to design UI ? User research Paper prototyping User testing Forms
How to design UI ?
We have studied what’s a good UI:
behaves according to user expectations: the UI does what theuser thinks it should, mental model
good usability : easy to learn, use, remember + few errors,nice and fun −→ what to do and not to do
Today’s question: How to design ? How to start from scratch andget to a fully designed UI ?
Scratch ?
we have got a requirements specification
maybe a rough idea of who the target users will be
and which tasks do they need to perform, and why
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How to design UI ?
How to develop software ? Waterfall model
Problems:
we don’t know everything we need at the beginning but as theproject evolves
even with feedback between stages, mistakes made at an earlystage are discovered too late and are cost too much
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How to design UI ?
Waterfall model is not suited either for UI development
can not predict whether a UI design will succeed, don’t knowhow the user will think about it
users appear in the process just at the beginning(requirements) and at the end (acceptance): don’t get toknow we are wrong until the end
errors require dramatic changes
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How to design UI ?
Spiral model:
Design
BuildTest
Design
BuildTest
Design
Build
Prototype 1
Prototype 2
Prototype 3
Userresearch
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How to design UI ?
Spiral model:
starts with user research: who is the user ?
iterate: successive refinement
first iterations based on cheap, low-fidelity designs:storyboards, paper prototypes
late iterations with higher fidelity designs: mockups, UIimplementation
evaluation with a well defined procedure: “formative testing”
lab testing with selected users
at one stage it is possible to test several alternatives indifferent prototypes
more iterations means better UI
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User research
What’s user research ? Get to know
who are the users ?in an e-commerce website, shoppers : regular, bargainhunters, connoisseurs
what do they need to do with the UI ?to purchase an item, download catalog, return an item, checkorder status . . .
why ?check order status because it has not yet been delivered,consult price to check discounts, download catalog to browseoffline
how ? where ? the contextfrom a smart phone while commuting, from a tablet at home,desktop computer at work . . .
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User research: user groups
How to get userdata ?User-researchtechniques
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User research: user groups
How to get userdata ?User-researchtechniques
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User research: user groups
Make user groups on the basis of a list of relevant attributes like
Demographics: age, sex, family (single, married, children. . . ),income level, location . . .
Physical disabilities
Experience: education background, computer technologyfamiliarity, subject expertise . . .
Motivation or primary goal
Attitude towards computers (at large)
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User research: user groups
Example (ATM user groups, from UI design and evaluation, Stoneet al., 2005)
I am a member of a large, extended family. The teens in my familygenerally use their account only once a week —to deposit their allowance(or to make a withdrawal if they have saved enough for a particularpurchase). There are also occasions, such as Christmas and birthdays,where extra money, received as presents, is deposited. For them using acard machine is “cool” and grown up, and it means they won’t have towait in line on a Friday afternoon or a Saturday morning when the banksare already busy.
The young adults in my family use ATM facilities like a wallet. They
withdraw small amounts of money frequently — maybe even several
times a day— as and when they need it, rather than withdrawing a great
wad of cash that they may spend recklessly.
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User research: user groups
Example (ATM user groups, from UI design and evaluation, Stoneet al., 2005)
The family members between the ages of 25 and 50 are generally busy,working people. Banking is a necessary part of life, but the quicker it canbe done, the better. Waiting in bank lines is something to be avoided,and they prefer to withdraw enough money from an ATM to last severaldays.
The older members of my family bank even less often. They tend to
make a single weekly cash withdrawal to cover the weeks expenses,
although where possible they prefer to get their money from a person
rather than a machine.
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User research: user groups
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How to design UI ? User research Paper prototyping User testing Forms
User research: user groups
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User research: user groups
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User research: personas1
Personas
documents that describe typical user targets
fictional characters that depict target user populations
based on real data from user research
paint a clear picture of who, why, when is using the application
The idea of Personas originated in marketing and was introducedto UI design in 1999 by Alan Cooper’s book The inmates arerunning the asylum.
1A project guide to UX design, Russ Unger, Carolyn Chandler. New Riders,2009. Ch. 7.
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User research: personas
A website for electronic child care (EEC) gives child care providersthe ability to view information about their agreements, attendancetransactions, payments, and other program information.
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User research: personas
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User research: personas
Another website focus on helping singles to start a relationship
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User research: personas
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User research: personas
Why personas ?
help designers focus on users which are “not like them”
what’s more, on specific target typical users
condensed into a few characters (< 10)
provide a shared basis for communication and discussion,“Fanya cannot use the kindergarten search tool of the ECCwebpage”
but also help other developers to make decisions: testersmanagers, marketing people
for instance: what are the key features of the application ?
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User research: personas
Prioritize features for a product development cycle
score the persona . . .
−1 is confused, annoyed, or in some way harmed by the feature0 doesnt care about the feature one way or the other
+1 gets some value from the feature+2 loves this feature or it does something wonderful for her
Features 2 and 4 should be made a high priority. Feature 3 shouldprobably be dropped.
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User research: personas
What information goes into a persona ?
Nicolle
34-year-old Certified Hand Therapist from West Chicago, Illinois.She happens to be a non-driving commuter who spends 2 to 3hours per day traveling to and from her job. The fictional client isa company called ACMEblue, a manufacturer of Bluetoothheadsets for Apple.
Nicolle represents a user of ACMEblue website where headsets canbe purchased.
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User research: personas
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User research: personas
Minimum content to make the person believable
Photo : natural-looking, not posed, in context (commuting),must fit lifestyle
Name : not “mid-30s blonde mom professional” but Nicolle.Different from other personas and invented (not coworkers. . . )
Age : determines behaviour
Location : social level
Occupation : day-to-day live patterns
Biography : it is the compelling story that makes the personareal, made with details coming from user research data.
All of them notably occupation and biography, adds authenticity,credibility. But otherwise irrelevant features must be removed.
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User research: personas
name age occupation location
quote
biography
onlineactivities
offlineactivities
goal
trigger point
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User research: personas
Some other examples of personas (for other applications) whichdon’t the same pattern, lack some minimum content but exhibitother interesting content:
sliders
’a day in the life’
goals, needs
frustrations
questions
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User research: personas
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User research: personas
Fred Fish: Corporate Chef “Get me out of the office & into the kitchen.”Employer: Boise ControlsBackground: Masters from Johnson & Wales UniversityComputer skills: Novice
Quick take on FredComputer skills Novice
ExpertJob situation Employee
DirectorManagerVice president
Computer type NetbookLaptop Desktop
Computer tools Advanced featuresCoding toolsEmailWeb browsingWord processing
Background BusinessEngineeringMarketingManagementOther: cooking
Photo from Flickr, some rights reserved
Chefs are different from other usersComputers are just tools for a chef. Fred would rather use a cutting board than a keyboard.
Key goalsFred doesn’t get his hands dirty the way he used to (literally). He stops in at all six Boise Controls sites as often as possible to stay in touch with cooks and cooking.
He wants to learn computer tools, but not at the expense of managing his kitchens.
A day in the lifeOnce a month, he meets with the head chefs and to plan the menu. When they’re done, he sends it to his staff and his manager.
He’s not a computer whiz. On a good day, he can drag in some clip art and do some formatting with fonts. Once in awhile, he’ll format menus with the new editor they on his MacBrook Pro.
He’s figured out a lot, but not everything. He always had a problem sending a message without the attachment, or
an attachment with no message. That’s annoying and embarrassing and used to keep him away from computers.
The new EZ-Write system seems to have some features to help with that. Anytime he writes something like “…see the attached menu...” the program prompts him if he doesn’t attach something. If there were a Nobel Prize for software, he’d nominate the people who designed this.
EZ-Write primary persona: the main user type
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User research: personas
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How to design UI ? User research Paper prototyping User testing Forms
User research: personas
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User research: personas
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User research: personas
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User research: personas
How personas work ?
people engages with fictional characters in novels, movies
rise empathy as if it was a real person
may easily imagine behaviour, reactions to new situations likeour UI design
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User research: personas
Criticism
temptation of reuse in a different project
marketing is interested in clients, development in users
overuse: personas are not a panacea, cannot replace real users
cost
Perils: don’t work if
not believable
not based on real data
are not well communicated
there’s not understanding of how to use (think of) them
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Paper prototyping: what’s it ?
Obviously, UI design does not start programming, that’s tooexpensive:
we still don’t know what to do exactly
it takes too much time to build usable UIs by coding them
Instead, we build iteratively prototypes: from low to high fidelity.Prototypes at early stages are paper prototypes. Later, mockups,and UI code supported by functionality code.
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Paper prototyping: what’s it ?
Paper prototyping
Is a variation of usability testing where representative usersperform realistic tasks by interacting with a paper version of theinterface that is manipulated by a person “playing computer” whodoesn’t explain how the interface is intended to work.
http://www.youtube.com/watch?v=GrV2SZuRPv0
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Paper prototype: what is not
Sketchboard, Storyboard
Series of drawings or images that represents how an interfacewould be used to accomplish a particular task. Spread across awall are typically used to understand the flow of the user’s workand how the interface will support each step.
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Paper prototype: what is not
Sketchboard, Storyboard
Series of drawings or images that represents how an interfacewould be used to accomplish a particular task. Spread across awall are typically used to understand the flow of the user’s workand how the interface will support each step.
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Paper prototype: what is not
Sketchboard, Storyboard
Series of drawings or images that represents how an interfacewould be used to accomplish a particular task. Spread across awall are typically used to understand the flow of the user’s workand how the interface will support each step.
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Paper prototype: what is not
Wireframe
Page layout for a Web site, showing what content goes where. Canbe low or high fidelity. With the addition of realistic content awireframe could be tested, therefore it would then be a paperprototype.
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Paper prototype: what is not
Mockup
High fidelity prototype which is a “fake” program simulatingthe UI appearance and dynamics of the real application. Butno real computations are performed.
Also, a mockup can be some representation (pdf, web pages)generated by a tool (not coded) which simulates ahigh-fidelity interface.
Preceded by 1) sketchboards, 2)paper prototypes.
Like paper prototypes, built for user testing.
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Paper prototype: what is not
Some fine tools for generating lo-fi and hi-fi sketches and mockups:
WireframeSketcher http://wireframesketcher.com
Pencil Project http://pencil.evolus.vn/
JustinMind http://justinmind.com
Examples: mockup of Android apphttp://www.justinmind.com/prototyper/examples
Problem: limit creativity of designer to controls available in thetool palette (but you can add to it)
Advantages: simulate dynamics (clicks and even gestures), can beshared (as pdf, web pages, app), no need to code
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Paper prototype: advantages
Problems of hi-fi prototypes
take too long to build and change
95% of time getting the code right, 5% thinking about thedesign
high fidelity prototypes deviate reviewers attention tosecondary issues: color, fonts, button sizes. . . instead ofcomming up with new ideas
developers resist changes: they get attached to hi-fiprototypes because are hard to implement
a single bug may bring user testing to a halt
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Paper prototype: advantages
Paper prototypes solve all of them, plus
even if its paper, it’s interactive (albeit slow) thanks to the“computer” person
fosters creativity: just draw any widget, control, you canimagine (not just the palette of the UI or sketching softwaretool)
early formative testing: learn what’s wrong to improve, at thefirst stages
maximizes number of iterations before committing to code
allows to quickly generate design ideas to be tested by users
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Paper prototype: 7 myths
I can’t draw well enough to create a paper prototypeThe goal is to evaluate the ideas behind the UI, not theprototypeDraw sketches, not illustrationsNo need of stencils either
Wireframes are the same as paper prototypesNo, they focus on layout and are build toward the end ofdesign phase
I can do it just as well with Visio (or whatever the softwearetool)Copy-paste controls with the photocopier is fastSoftware tools constrain thinking on what can be doneDevelopers can solve problems without computers
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Paper prototype: 7 myths
Sketchboards are just as effectiveAre necessary for other purposes, not good for formativetesting
Users behave differently with a paper prototype than with areal systemYes, in case of feedback, gestures, response time, precisepointingBut otherwise are just as effective in detecting usabilityproblems
It looks unprofessionalWhat’s professional is doing the right thing: involve usersearly in the design
I can’t prototype interactivity Right in some cases: gestures,scrolling, panning and zooming Most of times interaction ispoint and click plus keyboard
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User testing
User testing
Not testing the user but the UI prototype. Better call it formativetesting, the user tests a prototype (paper based or not) duringiterative design with the goal of finding usability problems to fix onthe next iteration.
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User testing: ethics
User testing puts psychological pressure on the user. A real story :
1 the originally-scheduled user didn’t show up, so they just pulled anemployee out of the hallway to do the test
2 it happened to be her first day on the job
3 they didn’t tell her what the session was about
4 she not only knew nothing about the interface to be tested (whichis fine and good), but also nothing about the domain
5 the observers hadn’t been told how to behave (i.e., shut up)
6 one of those observers was her boss
7 the tasks hadn’t been pilot tested, and the first one was actuallyimpossible
When she started struggling with the first task, everybody in the room
realized how stupid the task was, and burst out laughing — at their own
stupidity, not hers. But she thought they were laughing at her, and she
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User testing: conducting a test
Participants
Facilitator
Computer
Observers
User, obviously
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User testing: conducting a test
Facilitator
greets the user and takes the lead
the only team member which is allowed to speak during thetestcomforts the user:
“we are testing the system, not you”“if you encounter difficulties, it’s the system’s fault”“you’ll help us to detect them”“you can stop at any time”
informs about confidentiality and privacy issues
asks the user to perform some task
tells the user to think aloud while using prototype, asks whyhe/she did something
does not explain him/her how to use it!
ends session with debriefing and thanks
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User testing: conducting a test
Computer (if paper prototype)
knows the application logic
sustains the illusion that paper prototype behaves as a realbut incredibly slow computer
if the user touches a control, arranges the prototype tosimulate a response
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User testing: conducting a test
Observers
take notes of positive and negative incidents
stay quiet
do not show any reaction
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User testing: Examples
Usability testing of a paper prototype
http://www.youtube.com/watch?v=9wQkLthhHKA
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User testing: Examples
Usability testing a web page
http://www.youtube.com/watch?v=QckIzHC99Xc
http://www.sensible.com/rsme.html45 / 47
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User testing: Examples
Guerilla user testing
https://www.youtube.com/watch?v=0YL0xoSmyZI
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Forms and checklists
Planning: Overview of a paper prototyping project1, Usabilitytesting checklist2, Usability test plan dashboard3
Legal stuff: Non-disclosure agreement, Informed consent1,Recording consent form2
What to say: Pretest briefing1, Introducing a PP usabilitytest1, Usability test script2, “Things a therapist would say”2
Template forms: Template for usability test tasks1
Instructions: Rules for usability tests observers1, Instructionsfor usability tests observers2
1www.paperprototyping.com/download.html2http://sensible.com/downloads-rsme.html3www.userfocus.co.uk/articles/dashboard.html
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