OCEAN OBSERVATORIES INITIATIVE
OOI Annual ReviewMay 16-20 2011
OOI User ExperienceVision, Strategy, Progress and Plans
Annual ReviewWoods Hole MA, 16 May 2011
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OOI Annual ReviewMay 16-20 2011
Overview
• Vision for the OOI user experience
• Strategy and process for delivering the vision
• R1 progress
• R2 engagement plans
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OOI Annual ReviewMay 16-20 2011
OOI User Experience Vision
wherever they are,
whenever they want,
OOI users roam the living ocean,
creating an ever-evolving world of scientific
discovery, learning and exchange
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OOI Annual ReviewMay 16-20 2011
whereever they are
The OOI is designed to be used and useful in users’ normal
working contexts
from a university office to a ship at sea to a high school soccer
field
The OOI can be accessed with users’ normal tools
from a laptop to a smartphone to a mainframe
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OOI Annual ReviewMay 16-20 2011
whenever they want
The OOI is designed to be immediately useful and usable
from first release to last
The OOI provides interactive access to
real-time data, real-time instrument and observatory control, and
real-time data analysis tools
The OOI is always open
every day, all day, all night
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OOI Annual ReviewMay 16-20 2011
OOI users roam the living ocean
The OOI is about ocean science
from controlling an instrument to surfing the science,
OOI tools are transparent
The OOI lets users work and play with non-OOI tools
on their computer, on the OOI network, on the internet
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OOI Annual ReviewMay 16-20 2011
creating an ever-evolving world of scientific
The OOI is developed by, with and for science communities
user-driven evolution from conception to decommision
OOI tools are trusted, reliable and replaceable
flexible, extensible, customizable framework for new tools and ideas
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OOI Annual ReviewMay 16-20 2011
discovery, learning and exchange
The OOI is supports ready exchange of ideas, tools and results
from novel teaching plans to dynamic modeling to breakthrough
analysis
The OOI lets users work and play with each other
whatever their age, whatever their interests
Learning is at the heart of science
and the OOI user experience
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OOI Annual ReviewMay 16-20 2011
User Experience Iterative Design Process
• Applying principles, methods and techniques of user-centered design, we
work with prospective users and stakeholders to
• Identify and verify assumptions about users and the worlds in which they
live and work
• Define and validate user interface
requirements
• Create user interface designs
• Test user interface designs and
functioning systems to
ensure they meet user needs
Problem Analysis
Design Generation
Design Realization
Design Evaluation
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OOI Annual ReviewMay 16-20 2011
• Characterized by
• Observational user research and field interviews
• Conceptual design
• Diagrammatic representations
• Idea prototyping
User Experience in the Inception Phase
Problem Analysis
Design Generation
Design Realization
Design Evaluation
Identify user needsDefine user interface requirements
Map and prioritize targetedusers, tasks, contexts, tools, and partners
Articulate workflows Design interaction architectureDesign information architecture
Design view flowsPrototype designs for critical interactions
Baseline released productVerify needs and requirements
Validate design assumptions
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OOI Annual ReviewMay 16-20 2011
• Characterized by
• Artifact-driven scenario-based interviews and user testing
• Participatory design
• Graphical representations
• Functional specification
User Experience in the Elaboration Phase
Problem Analysis
Design Generation
Design Realization
Design Evaluation
Map user needs, requirements and characteristics toscreen and interaction designs
Detailed screen and interaction designsFunctional specification
Computational infrastructureHeuristic usability testing of proposed designs
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OOI Annual ReviewMay 16-20 2011
• Characterized by
• Design-driven hands-on testing
• Machine-readable representations
• Production assets
User Experience in the Construction Phase
Problem Analysis
Design Generation
Design Realization
Design Evaluation
Identify design flaws
Graphical asset productionUser help and documentation
Computational implementationFormal usability testing
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OOI Annual ReviewMay 16-20 2011
• Characterized by
• Field-based observation
• Critical error correction
User Experience in the Transition Phase
Problem Analysis
Design Generation
Design Realization
Design Evaluation
Identify critical usability flaws
Corrective measuresPilot studies
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OOI Annual ReviewMay 16-20 2011
Structuring User and Stakeholder Engagement
• UX Steering Committees provide input, feedback and direction from
internal experts and stakeholders
• Release- and theme-specific (e.g., Marine Networks, Scientific
Uses)
• Subject-matter experts drawn from OOI project members and, if
appropriate, select external experts
• Individual members may serve as participatory design partners
• Review meeting at least once every iteration
• Early Adopters provide input and feedback from external users
• Interest-specific (e.g., dynamic visualization tool integration)
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OOI Annual ReviewMay 16-20 2011
Crowdsourcing Broader Engagement
• Get community contributions early and often
• On-line discussion forum and FAQ
• Run by OOI/CI Communications teams
• Design-a-thons
• 1-2 workshop-like events with user experience experts,
expert users, developers, et al.
• Provide Grand Challenge, see what participants produce
• CIUX in collaboration with other CI subsystems, and other
IOs
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OOI Annual ReviewMay 16-20 2011
R1 Progress
Context Area Focus AreaDetail Area
All elements modular and replaceable
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OOI Annual ReviewMay 16-20 2011
• Flexible and extensible visual and interaction architecture
created, documented in• DCN 2130-00005 OOI-CI ION R1.0 Functional Design Specification
• Release 1 Data Distribution Network interface designed,
documented in• DCN 2130-00006 OOI-CI ION R1.0 Functional
Detail Specification (CIUX Assets Database)
• R1_workflows.GRAFFLE
• R1_screens.pptx
• R1_panels.ai
UI Design
• 10 workflows
• 24 screens
• 72 panels
• 21 graphical items
• 8 icons
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OOI Annual ReviewMay 16-20 2011
R1.0 Coverage - Designed and Implemented
• Interaction and visual architecture
• Enabling users to
• Browse ION data resources
• Search for data resources by geographic location, and temporal or vertical extent
(textual input)
• View metadata and provenance associated with a particular data resource
• Download data
• Request to receive notifications about changes to data resources (email
notifications only)
• Register a new data source with the ION (CF-compliant sources only)
• Create and manage an ION user account
• Limited system administration support
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OOI Annual ReviewMay 16-20 2011
R1.X Coverage - Design
• Visual search input (map- and slider-based)
• Paradigm for multiple-view/multiple-representation management
• Additional detailed views of single data resource
• Static visualization display
• Data resource summary
• Data variables list view
• Data variables value distribution (histogram) view
• Data variables times series view
• Recursive drill-down interaction for increasing levels of detail
• Preview paradigm, e.g., for download, notifications
• History and favorites mechanisms
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OOI Annual ReviewMay 16-20 2011
UX User Engagement Year 2
• User research (field)
• IMCS Rutgers University (Jul 2010)
• Scripps Institute of Oceanography (Aug 2010)
• R/V New Horizons cruise (Dec 2010)
• User research (community events)
• OOI Tempe Science Community meeting (Apr 2010)
• OOI Technical and Programmatic Meeting (Sep 2010)
• AGU 2010 (Dec 2010)
• R1 Early Adopter contacts
• Rutgers Ocean Modeling Group, Rutgers University
• Powell Lab, University of Hawaii
• Usability testing
• IMCS Rutgers University (Apr 2011)
• 69 individual interviews
• 4 group interviews
• 60+ gB of audiovisual
data collected
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OOI Annual ReviewMay 16-20 2011
Early User Testing
• (Quotes and picture from 2011_0422_019)
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OOI Annual ReviewMay 16-20 2011
CI Release 1: Data Distribution Network
• Provide framework for discovery and interaction based on
data-intensive users’ needs
CI Release 2: Managed Instrument Network
• Provide support for operations and maintenance of marine
networks based on RSN and CGSN needs
CI Release 3: On Demand Measurement Processing
• Provide dynamic analysis and visualization tools based on
science communities’ user needs
CI Release 4: Interactive Ocean Observatory
• Provide mission control and collaboration support based
on science communities’ needs
R2 Engagement Plans
S c i e n t i f i c C o l l a b o r a t i o n
G e n e r a l S c i e n c e U s e r s
S c i e n c e E x p e r t s
R e s o u rc e P ro v i d e r s
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OOI Annual ReviewMay 16-20 2011
R1 Lessons
• Need earlier and more user research
• Must leverage limited design resources through
participatory design and crowd-sourcing
• Need interactive prototype to be living testbed and
communication tool
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OOI Annual ReviewMay 16-20 2011
R2: Earlier and More Focus on Engagement• May 2011 form Release 2 UX Steering Committees
• (Planning in collaboration with program managers and project scientists)
• Managed Instrument Network (CG and RSN, O&M and project scientists)
• CI Infrastructure and Network Management (CI, O&M)
• Enhanced Data Interaction and Visualization & Early Prototyping (OOI, project scientists)
• May 2011 recruit Early Adopters
• Enhanced Data Interaction and Visualization & Early Prototyping
• Jun-Jul 2011 ethnographic site visits and user-focused workshops
• (Planning in collaboration with program managers, project scientists, EPE liaisons)
• RSN: UW, Pacific City shore station
• CGSN: OSU, WHOII
• Jul-Aug 2011 technology-focused workshops
• Jul-Nov 2011 participatory design
• OOI project scientists and UX steering committee members
• UX Steering Committee reviews
• Jun 2011 requirements from DOORS
• Jul 2011 feature requirements
• Aug 2011 design assumptions and requirements
• Aug - Nov 2011 detailed screen designs
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OOI Annual ReviewMay 16-20 2011
CI Engagement Collaborations
• CIUX - other CI subsystems
• User interface and interaction requirements
• User-focused workshops
• CI - EPE
• Leveraging user research
• Leveraging design ideas and efforts
• Developing crowdsourcing opportunities
• CI - RSN/CGSN
• Steering committee members
• Participatory design partners
• CI - the world
• Crowdsourcing needs, ideas, tools
• Solicit feedback and suggestions
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