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Users First!
An Introduction to Usability and User-Centered
Design and Development for Technical Information
and Products
Andrea L. Ames
Owner/Consultant, Ucentrics
Region 8 Director-Sponsor, STC
Certificate Coordinator and Instructor, UCSC
Ext.
Principal Technical Writer, Vertical Networks
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 2
About Andrea
 Technical communicator since 1983
 Online information presentation focus since 1989
 Consultant since 1995
 User-centered design and development process and start-
to-finish usability—analysis, design, testing
 Focus primarily on software product user interfaces and
interactive information systems, including Web
 Coordinator of two University of California, Santa
Cruz, Extension technical communication
certificates
 Society for Technical Communication Board of
Directors
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 3
Discussion Topics
 The problem and the solution: Usability
 Achieving usability through UCD&D
 The typical usability adoption process
 Your goal: Characteristics of a usability
organization
 Where to go from here: Skills and
knowledge
 Resources
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 4
The Problem:
Products Are Hard to Use
 Emphasis on products and selling, not
end users—product buye r may no t be
use r
 Design? What design? Designing
usable products is difficult due to the
human factor—need to understand
users’ mental models
 Development organizations have little to
no process—forget user-centered!
 Information development processes are
at the mercy of product development—
typically not integrated
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 5
How Usability Issues
Affect Documentation
 Compensation for unusable
products
 Documentation is a finger in
the eroding dam of an
unusable product
 We’re losing the battle,
because traditional
documentation deliverables
are not working
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 6
The Solution:
Usability
 One of many product characteristics—
includes
 Usefulness
 Intuitive or intuitable
 Ease of use (aka usability)
 Ease of learning
 Likeability
 A result of an iterative, user-centered design
and development process
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 7
Additional Product
Characteristics That
Affect Usability
 High-performance
 Maintainable
 Reliable
 Manufacture-able
 Functional
 Compatible
 Portable
 Localize-able/internationalize-able
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 8
Usability Is Not…
O nly usability testing
Just a back-end attempt to rectify
design problems
Occurring o nly late in the
design/development process
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 9
User-Centered Design and
Development Process
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 10
Breaking It Down:
Looking at Analysis,
Design, and Validation in
Detail
Making the case
Roles and responsibilities
Timing, techniques, and tools
Output/deliverables
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 11
The Case forAnalysis
 If you don’t have time to do it
right, when will you have time to
do it over?
 Meeting/beating the competition
 Business case/value
proposition (support, training,
and documentation costs)
 Capitalizing on usability of
products in the press/market
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 12
Analysis Roles and
Responsibilities
Designers should do analysis
If implementers can do some analysis,
as well, so much the better
Get marketing and executives
involved, if analysis information begins
to contradict business strategy/shared
vision
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 13
Analysis:
Timing, Techniques, &
Tools
Be fo re design
Surveys/questionnaires
Interviews
Task analysis
Focus groups
In-company research
Contextual inquiry, aka site visits
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 14
Analysis:
Output/Deliverables
 Archetypes/personas
 User role models
 Audience/user profile
 Process/task flows, maps, models
 Use case scenarios
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 15
The Case forDesign
 Provides detail—not just vague market
requirements—for algorithm designers and
developers/implementers
 Provides something concrete to validate and
change, if necessary
 Higher risk and cost to make changes
after implementation begins
 Read Alan Cooper’s The Inm ate s
Are Running the Asylum
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 16
Design Roles and
Responsibilities
 Information architect/designer: Enlightened
technical communicator
 Interaction designer: Human factors expert;
enlightened technical communicator,
graphic designer, or developer who is well-
versed in human factors, cognitive
psychology, etc.
 Visual designer: Enlightened graphic
designer

© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 17
Design:
Timing, Techniques, &
Tools
Be fo re implementation (coding/writing)
Use output of analysis process
Content modeling
Interaction/navigation modeling
Participatory design
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 18
Design:
Output/Deliverables
Detailed design specification(s)
Detailed storyboard(s),
wireframe(s)
Paper and skeletal electronic
prototype(s)
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 19
The Case forValidation
 We think we designed the right thing, but how do
we know for sure?
 Gather data vs. subjective information and opinions
 Minimize risk: Validate before we ship and can’t sell
 Create historical record of usability benchmarks for
future use
 Minimize cost of service, support,
training, and documentation
 Increase sales and probability of
repeat sales
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 20
Validation Roles and
Responsibilities
Design and develop the usability test
plan, including test scenarios:
Designers/developers of
product/documentation, with
feedback/input from entire product
team (usability test team)
Administer the test: Anyone
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 21
Validation Roles and
Responsibilities (cont.)
Gather the data: Properly trained
designers/developers of
product/documentation
Analyze the data: Usability test team
Develop recommendations and write
report: Designers/developers of
product/documentation, with
feedback/input from usability test team
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 22
Validation:
Timing, Techniques, &
Tools
Early and often —best time to
validate is with early designs, on
paper, prototypes (least risk/cost)
Heuristic and expert evaluations
Walk throughs with the team
Usability testing
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 23
Types of Usability Tests
Exploratory: Examine effectiveness of
preliminary design concepts; test low-
fidelity prototypes/designs/
storyboards immediately after design
phase
Assessment: Evaluate usability of
lower-level operations and aspects of
product; approx. Alpha product
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 24
Types of Usability
Tests (cont.)
Validation: Evaluate how product
compares to predetermined usability
standard or benchmark; approx. Beta
product
Comparison: Side-by-side comparison
of two or more design alternatives;
best to test designs, but can be used
any time
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 25
Validation:
Output/Deliverables
Report of usability issues uncovered in
testing
Recommendations for addressing
usability issues
Plan for implementing
recommendations
Justification/prioritization of issues and
recommendations
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 26
Typical Usability
Adoption Process
Validation
Design (barely)
Analysis (maybe)
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 27
YourGoal: Attributes of
Usability Organizations
 Phased approach to development that includes user
input and feedback at all critical points
 Multidisciplinary team approach—especially to
design
 Concerned, supportive management
 Individual contributors who are bought in and take
responsibility for usability of product
 It’s not one person’s/
group’s job (e.g., human
factors)—it’s e ve ryo ne ’s job!
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 28
Where to Go From Here:
Skills and Knowledge
 Focus on technologies, no t tools
 Cognitive psychology (how people learn
and remember)
 Human factors, usability (including usability
testing), and user-centered development
processes
 Audience analysis—esp. contextual inquiry
 Visual design
 User-interface design
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 29
What About Writing and
Information??
Information architecture
Online document design
Interaction design
Modular writing
Minimalism
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 30
Resources:
Print Books and Articles
 Beyer, Hugh and Karen Holtzblatt, Co nte xtual
De sig n: ACusto m e r-Ce nte re d Appro ach
to Syste m s De sig n
 Bias, Randolph and Deborah
Mayhew, Co st-Justifying
Usability
 Constantine, Larry and Lucy Lockwood, So ftware
fo r Use : APracticalG uide to the Mo de ls and
Me tho ds o f Usag e -Ce nte re d De sig n
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 31
Resources:
Print Books and
Articles (cont.)
Cooper, Alan The Inm ate s Are
Running the Asylum
Dumas, Joseph and Janice (Ginny)
Redish, APracticalG uide to Usability
Te sting
Hackos, JoAnn and Janice (Ginny)
Redish, Use r and Task Analysis fo r
Inte rface De sig n
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 32
Resources:
Print Books and
Articles (cont.)
 Nielsen, Jakob, Usability Eng ine e ring
 Redish, Janice C. and Judith A. Ramey,
“Special section: Measuring the value added
by professional technical communicators.”
Te chnicalCo m m unicatio n, 42(1), 2/95
 Rubin, Jeffrey, Handbo o k o f Usability
Te sting
 Velotta, Chris, ed.: PracticalAppro ache s to
Usability Te sting fo r Te chnical
Do cum e ntatio n (STC)
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 33
Resources:
Web Sites
 IBM’s Ease of Use site: www.ibm.com/easy/
 uidesign.net Interaction
Design Webzine:
www.uidesign.net
 Usable Web: www.usableweb.com
 Jakob Nielsen’s site: www.useit.com
 Ask Tog: www.asktog.com
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 34
Resources:
Professional
Organizations
Usability Professionals’ Association
(www.upassoc.org)
STC’s Usability SIG
(www.stc.org/pics/usability/)
ACM’s SIGCHI
(www.acm.org/chi/)
© 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 35
Contacting Andrea
Web: www.ucentrics.com (coming
soon!)
or www.verbal-imagery.com
E-mail: andrea@ucentrics.com
Phone: 650.365.7520

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Users First! An Introduction to Usability and UCD

  • 1. Users First! An Introduction to Usability and User-Centered Design and Development for Technical Information and Products Andrea L. Ames Owner/Consultant, Ucentrics Region 8 Director-Sponsor, STC Certificate Coordinator and Instructor, UCSC Ext. Principal Technical Writer, Vertical Networks
  • 2. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 2 About Andrea  Technical communicator since 1983  Online information presentation focus since 1989  Consultant since 1995  User-centered design and development process and start- to-finish usability—analysis, design, testing  Focus primarily on software product user interfaces and interactive information systems, including Web  Coordinator of two University of California, Santa Cruz, Extension technical communication certificates  Society for Technical Communication Board of Directors
  • 3. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 3 Discussion Topics  The problem and the solution: Usability  Achieving usability through UCD&D  The typical usability adoption process  Your goal: Characteristics of a usability organization  Where to go from here: Skills and knowledge  Resources
  • 4. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 4 The Problem: Products Are Hard to Use  Emphasis on products and selling, not end users—product buye r may no t be use r  Design? What design? Designing usable products is difficult due to the human factor—need to understand users’ mental models  Development organizations have little to no process—forget user-centered!  Information development processes are at the mercy of product development— typically not integrated
  • 5. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 5 How Usability Issues Affect Documentation  Compensation for unusable products  Documentation is a finger in the eroding dam of an unusable product  We’re losing the battle, because traditional documentation deliverables are not working
  • 6. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 6 The Solution: Usability  One of many product characteristics— includes  Usefulness  Intuitive or intuitable  Ease of use (aka usability)  Ease of learning  Likeability  A result of an iterative, user-centered design and development process
  • 7. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 7 Additional Product Characteristics That Affect Usability  High-performance  Maintainable  Reliable  Manufacture-able  Functional  Compatible  Portable  Localize-able/internationalize-able
  • 8. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 8 Usability Is Not… O nly usability testing Just a back-end attempt to rectify design problems Occurring o nly late in the design/development process
  • 9. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 9 User-Centered Design and Development Process
  • 10. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 10 Breaking It Down: Looking at Analysis, Design, and Validation in Detail Making the case Roles and responsibilities Timing, techniques, and tools Output/deliverables
  • 11. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 11 The Case forAnalysis  If you don’t have time to do it right, when will you have time to do it over?  Meeting/beating the competition  Business case/value proposition (support, training, and documentation costs)  Capitalizing on usability of products in the press/market
  • 12. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 12 Analysis Roles and Responsibilities Designers should do analysis If implementers can do some analysis, as well, so much the better Get marketing and executives involved, if analysis information begins to contradict business strategy/shared vision
  • 13. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 13 Analysis: Timing, Techniques, & Tools Be fo re design Surveys/questionnaires Interviews Task analysis Focus groups In-company research Contextual inquiry, aka site visits
  • 14. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 14 Analysis: Output/Deliverables  Archetypes/personas  User role models  Audience/user profile  Process/task flows, maps, models  Use case scenarios
  • 15. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 15 The Case forDesign  Provides detail—not just vague market requirements—for algorithm designers and developers/implementers  Provides something concrete to validate and change, if necessary  Higher risk and cost to make changes after implementation begins  Read Alan Cooper’s The Inm ate s Are Running the Asylum
  • 16. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 16 Design Roles and Responsibilities  Information architect/designer: Enlightened technical communicator  Interaction designer: Human factors expert; enlightened technical communicator, graphic designer, or developer who is well- versed in human factors, cognitive psychology, etc.  Visual designer: Enlightened graphic designer 
  • 17. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 17 Design: Timing, Techniques, & Tools Be fo re implementation (coding/writing) Use output of analysis process Content modeling Interaction/navigation modeling Participatory design
  • 18. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 18 Design: Output/Deliverables Detailed design specification(s) Detailed storyboard(s), wireframe(s) Paper and skeletal electronic prototype(s)
  • 19. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 19 The Case forValidation  We think we designed the right thing, but how do we know for sure?  Gather data vs. subjective information and opinions  Minimize risk: Validate before we ship and can’t sell  Create historical record of usability benchmarks for future use  Minimize cost of service, support, training, and documentation  Increase sales and probability of repeat sales
  • 20. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 20 Validation Roles and Responsibilities Design and develop the usability test plan, including test scenarios: Designers/developers of product/documentation, with feedback/input from entire product team (usability test team) Administer the test: Anyone
  • 21. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 21 Validation Roles and Responsibilities (cont.) Gather the data: Properly trained designers/developers of product/documentation Analyze the data: Usability test team Develop recommendations and write report: Designers/developers of product/documentation, with feedback/input from usability test team
  • 22. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 22 Validation: Timing, Techniques, & Tools Early and often —best time to validate is with early designs, on paper, prototypes (least risk/cost) Heuristic and expert evaluations Walk throughs with the team Usability testing
  • 23. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 23 Types of Usability Tests Exploratory: Examine effectiveness of preliminary design concepts; test low- fidelity prototypes/designs/ storyboards immediately after design phase Assessment: Evaluate usability of lower-level operations and aspects of product; approx. Alpha product
  • 24. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 24 Types of Usability Tests (cont.) Validation: Evaluate how product compares to predetermined usability standard or benchmark; approx. Beta product Comparison: Side-by-side comparison of two or more design alternatives; best to test designs, but can be used any time
  • 25. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 25 Validation: Output/Deliverables Report of usability issues uncovered in testing Recommendations for addressing usability issues Plan for implementing recommendations Justification/prioritization of issues and recommendations
  • 26. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 26 Typical Usability Adoption Process Validation Design (barely) Analysis (maybe)
  • 27. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 27 YourGoal: Attributes of Usability Organizations  Phased approach to development that includes user input and feedback at all critical points  Multidisciplinary team approach—especially to design  Concerned, supportive management  Individual contributors who are bought in and take responsibility for usability of product  It’s not one person’s/ group’s job (e.g., human factors)—it’s e ve ryo ne ’s job!
  • 28. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 28 Where to Go From Here: Skills and Knowledge  Focus on technologies, no t tools  Cognitive psychology (how people learn and remember)  Human factors, usability (including usability testing), and user-centered development processes  Audience analysis—esp. contextual inquiry  Visual design  User-interface design
  • 29. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 29 What About Writing and Information?? Information architecture Online document design Interaction design Modular writing Minimalism
  • 30. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 30 Resources: Print Books and Articles  Beyer, Hugh and Karen Holtzblatt, Co nte xtual De sig n: ACusto m e r-Ce nte re d Appro ach to Syste m s De sig n  Bias, Randolph and Deborah Mayhew, Co st-Justifying Usability  Constantine, Larry and Lucy Lockwood, So ftware fo r Use : APracticalG uide to the Mo de ls and Me tho ds o f Usag e -Ce nte re d De sig n
  • 31. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 31 Resources: Print Books and Articles (cont.) Cooper, Alan The Inm ate s Are Running the Asylum Dumas, Joseph and Janice (Ginny) Redish, APracticalG uide to Usability Te sting Hackos, JoAnn and Janice (Ginny) Redish, Use r and Task Analysis fo r Inte rface De sig n
  • 32. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 32 Resources: Print Books and Articles (cont.)  Nielsen, Jakob, Usability Eng ine e ring  Redish, Janice C. and Judith A. Ramey, “Special section: Measuring the value added by professional technical communicators.” Te chnicalCo m m unicatio n, 42(1), 2/95  Rubin, Jeffrey, Handbo o k o f Usability Te sting  Velotta, Chris, ed.: PracticalAppro ache s to Usability Te sting fo r Te chnical Do cum e ntatio n (STC)
  • 33. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 33 Resources: Web Sites  IBM’s Ease of Use site: www.ibm.com/easy/  uidesign.net Interaction Design Webzine: www.uidesign.net  Usable Web: www.usableweb.com  Jakob Nielsen’s site: www.useit.com  Ask Tog: www.asktog.com
  • 34. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 34 Resources: Professional Organizations Usability Professionals’ Association (www.upassoc.org) STC’s Usability SIG (www.stc.org/pics/usability/) ACM’s SIGCHI (www.acm.org/chi/)
  • 35. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery) 35 Contacting Andrea Web: www.ucentrics.com (coming soon!) or www.verbal-imagery.com E-mail: andrea@ucentrics.com Phone: 650.365.7520

Notes de l'éditeur

  1. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery)
  2. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery)
  3. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery)
  4. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery)
  5. © 2001 Andrea L. Ames/Ucentrics (© 1995-2000 verbal imagery)