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TRANSIT	
  USABILITY	
  
Removing	
  the	
  Barriers	
  

ILONA	
  POSNER	
  	
  ilona@acm.org	
  
Usability	
  &	
  User	
  Experience	
  Consultant	
  
Presented	
  at	
  

Transforming	
  Transporta=on:	
  	
  
Economies	
  &	
  Communi=es	
  	
  
Summit	
  
Detroit,	
  MI	
  	
  
April	
  7-­‐9,	
  2011	
  
1	
  
Transit	
  Usability	
  Defined	
  
Usability	
  is	
  the	
  extent	
  to	
  which	
  a	
  product	
  or	
  service	
  can	
  be	
  used	
  with	
  
effec@veness,	
  efficiency,	
  and	
  sa@sfac@on.	
  	
  

Transit	
  Usability	
  Transit	
  riders	
  are	
  faced	
  with	
  usability	
  challenges	
  at	
  many	
  

points	
  in	
  their	
  trips.	
  	
  Transit	
  Usability	
  barriers	
  range	
  from	
  accessibility	
  for	
  
wheelchairs	
  and	
  strollers,	
  to	
  planning	
  a	
  trip	
  using	
  operators	
  website	
  or	
  maps,	
  
from	
  frustra=ons	
  during	
  payment	
  at	
  =cket	
  machines	
  to	
  entry	
  gates	
  and	
  valida=on	
  
systems,	
  from	
  naviga=on	
  within	
  the	
  system	
  using	
  signage	
  to	
  transfers	
  between	
  
transit	
  modes.	
  This	
  talk	
  will	
  discuss	
  design	
  tools	
  that	
  may	
  be	
  used	
  by	
  transit	
  
authori=es	
  to	
  remove	
  transit	
  usability	
  barriers.	
  

ILONA	
  POSNER,	
  Usability	
  Consultant	
  	
  ©2011	
  

2	
  
Presenter	
  -­‐	
  ILONA	
  POSNER	
  	
  
Usability	
  &	
  User	
  Experience	
  Consultant	
  
Consul@ng:	
  Transporta)on,	
  Web,	
  So0ware,	
  Hardware,	
  Mobile,	
  
Healthcare,	
  Business	
  Strategy:	
  Los	
  Angeles	
  Metropolitan	
  
Transporta=on	
  Authority,	
  Apple,	
  MicrosoU,	
  Yahoo!,	
  Pitney	
  Bowes,	
  
Visa,	
  Autodesk,	
  AMD,	
  Bell,	
  Shoppers	
  Drugmart,	
  Human	
  Factors	
  
Interna=onal,	
  Na=onal	
  Research	
  Council	
  of	
  Canada,	
  University	
  
Health	
  Network,	
  Canada	
  Health	
  Infoway	
  …	
  
Teaching:	
  	
  
Canadian	
  Film	
  Centre	
  –	
  Media	
  Lab	
  2000+	
  
University	
  of	
  Toronto	
  –	
  Computer	
  Science	
  2004+	
  
OCADU	
  –	
  Exec.	
  Masters	
  Design	
  for	
  Adver=sing,	
  2009+	
  	
  
Professional	
  Development	
  Courses	
  in	
  Industry	
  &	
  Conferences	
  
Educa@on:	
  M.Sc.	
  Computer	
  Science,	
  University	
  of	
  Toronto	
  

3	
  
CHALLENGES	
  
Accessibility	
  

Maps	
  

Plan	
  trip 	
  	
  

Parking	
  

Buy	
  =cket 	
   	
  	
  

Navigate	
  &	
  transfer	
   	
  	
  

Enter	
  system 	
  	
  

Announcements	
  

Signage	
  

Accidents	
  

Schedules	
  

Maintenance	
  

Exit	
  

…	
  etc	
  …	
  

ILONA	
  POSNER,	
  Usability	
  Consultant	
  	
  ©2011	
  

4	
  
Points	
  of	
  View	
  
A	
  point	
  of	
  view	
  is	
  worth	
  80	
  points	
  of	
  IQ.	
  	
  	
  	
  	
  -­‐	
  Alan	
  Kay	
  

Customers	
  

Operators	
  

Technology	
  

5	
  
ILONA	
  POSNER,	
  Usability	
  Consultant	
  	
  ©2011	
  
Keyhole	
  Effect	
  

We can only see and perceive a small portion of the available information.
ILONA	
  POSNER,	
  Usability	
  Consultant	
  	
  ©2011	
  

6	
  
Accessibility	
  

?	
  

Retrofigng	
  old	
  systems	
  
for	
  accessibility	
  creates	
  
costly,	
  complex,	
  and	
  	
  
un-­‐usable	
  solu=ons:	
  
• 	
  too	
  high	
  LRT	
  entrances	
  
• 	
  locked	
  bridge	
  plates	
  
• 	
  unmanned	
  raise	
  liUs	
  

?	
  

?	
  

?	
  
ILONA	
  POSNER,	
  Usability	
  Consultant	
  	
  ©2011	
  

7	
  
Plan	
  Trip	
  
Telephone	
  trip	
  planning	
  is	
  hard:	
  
hearing,	
  language,	
  note	
  taking…	
  

?	
  
?	
  
?	
  

Online	
  trip	
  planning	
  tools	
  
are	
  oUen	
  confusing:	
  with	
  
awkward	
  interac=ons	
  &	
  
ILONA	
  POSNER,	
  Usability	
  Consultant	
  	
  ©2011	
  layout,	
  &	
  duplicate	
  results	
  

8	
  
Ticket	
  Machines	
  -­‐	
  Chicago	
  

?	
  

This	
  transit	
  sta=on	
  entrance	
  has	
  three	
  =cket	
  machines!	
  
Each	
  machine	
  is	
  covered	
  with	
  text,	
  images,	
  and	
  Post-­‐its!	
  
New	
  riders	
  require	
  human	
  assistance	
  to	
  buy	
  =ckets.	
  
ILONA	
  POSNER,	
  Usability	
  Consultant	
  	
  ©2011	
  

?	
  

9	
  
Ticket	
  Machines	
  –	
  Zurich	
  

Swiss	
  Trains	
  use	
  these	
  three	
  different	
  =cket	
  machines!	
  
Buying	
  =ckets	
  requires	
  local	
  exper=se	
  -­‐	
  knowledge	
  of	
  
geography,	
  zones,	
  area	
  codes…	
  	
  Errors	
  occur	
  …	
  
ILONA	
  POSNER,	
  Usability	
  Consultant	
  	
  ©2011	
  

10	
  
Ticket	
  Design	
  
Different	
  =cket	
  designs	
  pose	
  
various	
  challenges	
  to	
  riders:	
  
•  Detailed	
  transit	
  info	
  
•  Zones	
  or	
  direc=on	
  covered	
  
•  Expiry	
  date/=me	
  
•  Usage	
  instruc=ons	
  
•  Branding	
  messages	
  
•  Legal	
  no=ces	
  

ILONA	
  POSNER,	
  Usability	
  Consultant	
  	
  ©2011	
  

11	
  
Tickets,	
  Signage,	
  Naviga=on	
  

Italian	
  family	
  buys	
  a	
  28€	
  all-­‐day	
  
train	
  pass	
  in	
  Munich.	
  Their	
  brief	
  
sight	
  seeing	
  trip	
  gets	
  expensive!	
  
Inspector	
  requires	
  them	
  to	
  buy	
  	
  36€	
  
addi@onal	
  @ckets	
  for	
  15	
  minute	
  ride	
  
back	
  to	
  their	
  hotel	
  because	
  they	
  
boarded	
  the	
  wrong	
  train.	
  	
  

ILONA	
  POSNER,	
  Usability	
  Consultant	
  	
  ©2011	
  

?	
  

?	
  
12	
  
Passes	
  &	
  Cards	
  
	
  Long	
  lineups	
  form	
  each	
  month	
  to	
  
load	
  TAP	
  cards	
  and	
  buy	
  passes	
  
	
  Machine	
  func=onality	
  either	
  not	
  
no=ced	
  or	
  not	
  trusted:	
  
• 
• 
• 
• 
• 

…	
  Tap	
  TAP	
  to	
  TAP	
  target	
  
Validate	
  TAP	
  
Add	
  Value	
  or	
  pass	
  to	
  TAP	
  
Check	
  TAP	
  status	
  
TAP	
  HERE	
  	
  	
  	
  TAP	
  aqui	
  

?	
  
ILONA	
  POSNER,	
  Usability	
  Consultant	
  	
  ©2011	
  

13	
  
Entry	
  Gates	
  -­‐	
  BOSTON	
  
Two	
  different	
  types	
  of	
  entry	
  gates	
  in	
  one	
  system	
  confuse	
  visitors.	
  

ILONA	
  POSNER,	
  	
  
Usability	
  Consultant	
  	
  ©2011	
  

14	
  
Entry	
  
New	
  users	
  challenged	
  by	
  	
  
•  Unmanned	
  entry	
  
•  Honor	
  system	
  
•  Valida=on	
  of	
  =ckets	
  
•  Transfers	
  between	
  modes	
  

ILONA	
  POSNER,	
  Usability	
  Consultant	
  	
  ©2011	
  

15	
  
Maps	
  
Using	
  maps	
  is	
  difficult	
  due	
  
to	
  maps’	
  loca=on,	
  scale,	
  
visibility,	
  availability,	
  
quality,	
  legibility.	
  

ILONA	
  POSNER,	
  
Usability	
  Consultant	
  	
   16	
  
©2011	
  
Doors	
  
Train	
  doors	
  requiring	
  passenger	
  ac=on	
  challenge	
  riders	
  expec=ng	
  automa=c	
  doors.	
  	
  

ILONA	
  POSNER,	
  Usability	
  Consultant	
  	
  ©2011	
  

17	
  
User	
  Centered	
  Design	
  Tools	
  	
  
Observa=ons	
  and	
  surveys	
  of	
  current	
  riders	
  
Interviews	
  of	
  all	
  stakeholders	
  –	
  riders,	
  opera=ons,	
  engineering	
  
Personas	
  of	
  representa=ve	
  users	
  to	
  assist	
  design	
  decision	
  making	
  
Usability	
  tes=ng	
  of	
  current	
  &	
  proposed	
  system	
  elements	
  
Itera=ve	
  design&	
  prototyping	
  	
  for	
  incremental	
  improvement	
  
Compe==ve	
  analyses	
  of	
  worldwide	
  systems,	
  to	
  iden=fy	
  best	
  prac=ces	
  

ILONA	
  POSNER,	
  Usability	
  Consultant	
  	
  ©2011	
  

18	
  
Breakout	
  Discussion	
  Recommenda=ons	
  
	
  
•  Transit	
  Riders	
  Advocacy	
  Needed	
  
–  Listen	
  to	
  users,	
  observa=ons,	
  interviews,	
  stories	
  
eg:	
  Ongoing	
  Efforts	
  into	
  Customer	
  &	
  Stakeholder	
  Research	
  

•  Guidelines	
  Needed	
  
–  Iden=fying	
  best	
  prac=ces	
  worldwide,	
  create	
  best	
  prac=ces	
  guidelines,	
  
Standards	
  context	
  sensi=ve,	
  eg:	
  like	
  AASHTO	
  ,	
  APTA,	
  FTA…	
  expanded?!	
  
–  Sugges=on	
  for	
  consor=um	
  of	
  Worldwide	
  Transit	
  Authori=es,	
  …wiki?	
  
–  Students	
  involvement	
  in	
  research	
  &	
  problem	
  solving	
  (compe==ons)	
  

•  Methods	
  for	
  Improvements	
  
–  User	
  appropriate	
  design	
  –	
  low	
  tech,	
  high	
  tech,	
  no	
  tech,	
  op=ons…	
  
appropriate	
  for	
  both	
  first	
  =me	
  use	
  and	
  expert	
  daily	
  users	
  
–  Use	
  of	
  personas	
  represen=ng	
  different	
  users	
  to	
  aid	
  design	
  decisions	
  
–  Itera=ng	
  design	
  of	
  transit	
  systems	
  including	
  	
  usability	
  tes=ng	
  of	
  exis=ng
	
  
and	
  planned	
  systems	
  
ILONA	
  POSNER,	
  Usability	
  Consultant	
  	
  ©2011	
  

19	
  

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Transit usability-removing-the-barriers

  • 1. TRANSIT  USABILITY   Removing  the  Barriers   ILONA  POSNER    ilona@acm.org   Usability  &  User  Experience  Consultant   Presented  at   Transforming  Transporta=on:     Economies  &  Communi=es     Summit   Detroit,  MI     April  7-­‐9,  2011   1  
  • 2. Transit  Usability  Defined   Usability  is  the  extent  to  which  a  product  or  service  can  be  used  with   effec@veness,  efficiency,  and  sa@sfac@on.     Transit  Usability  Transit  riders  are  faced  with  usability  challenges  at  many   points  in  their  trips.    Transit  Usability  barriers  range  from  accessibility  for   wheelchairs  and  strollers,  to  planning  a  trip  using  operators  website  or  maps,   from  frustra=ons  during  payment  at  =cket  machines  to  entry  gates  and  valida=on   systems,  from  naviga=on  within  the  system  using  signage  to  transfers  between   transit  modes.  This  talk  will  discuss  design  tools  that  may  be  used  by  transit   authori=es  to  remove  transit  usability  barriers.   ILONA  POSNER,  Usability  Consultant    ©2011   2  
  • 3. Presenter  -­‐  ILONA  POSNER     Usability  &  User  Experience  Consultant   Consul@ng:  Transporta)on,  Web,  So0ware,  Hardware,  Mobile,   Healthcare,  Business  Strategy:  Los  Angeles  Metropolitan   Transporta=on  Authority,  Apple,  MicrosoU,  Yahoo!,  Pitney  Bowes,   Visa,  Autodesk,  AMD,  Bell,  Shoppers  Drugmart,  Human  Factors   Interna=onal,  Na=onal  Research  Council  of  Canada,  University   Health  Network,  Canada  Health  Infoway  …   Teaching:     Canadian  Film  Centre  –  Media  Lab  2000+   University  of  Toronto  –  Computer  Science  2004+   OCADU  –  Exec.  Masters  Design  for  Adver=sing,  2009+     Professional  Development  Courses  in  Industry  &  Conferences   Educa@on:  M.Sc.  Computer  Science,  University  of  Toronto   3  
  • 4. CHALLENGES   Accessibility   Maps   Plan  trip     Parking   Buy  =cket       Navigate  &  transfer       Enter  system     Announcements   Signage   Accidents   Schedules   Maintenance   Exit   …  etc  …   ILONA  POSNER,  Usability  Consultant    ©2011   4  
  • 5. Points  of  View   A  point  of  view  is  worth  80  points  of  IQ.          -­‐  Alan  Kay   Customers   Operators   Technology   5   ILONA  POSNER,  Usability  Consultant    ©2011  
  • 6. Keyhole  Effect   We can only see and perceive a small portion of the available information. ILONA  POSNER,  Usability  Consultant    ©2011   6  
  • 7. Accessibility   ?   Retrofigng  old  systems   for  accessibility  creates   costly,  complex,  and     un-­‐usable  solu=ons:   •   too  high  LRT  entrances   •   locked  bridge  plates   •   unmanned  raise  liUs   ?   ?   ?   ILONA  POSNER,  Usability  Consultant    ©2011   7  
  • 8. Plan  Trip   Telephone  trip  planning  is  hard:   hearing,  language,  note  taking…   ?   ?   ?   Online  trip  planning  tools   are  oUen  confusing:  with   awkward  interac=ons  &   ILONA  POSNER,  Usability  Consultant    ©2011  layout,  &  duplicate  results   8  
  • 9. Ticket  Machines  -­‐  Chicago   ?   This  transit  sta=on  entrance  has  three  =cket  machines!   Each  machine  is  covered  with  text,  images,  and  Post-­‐its!   New  riders  require  human  assistance  to  buy  =ckets.   ILONA  POSNER,  Usability  Consultant    ©2011   ?   9  
  • 10. Ticket  Machines  –  Zurich   Swiss  Trains  use  these  three  different  =cket  machines!   Buying  =ckets  requires  local  exper=se  -­‐  knowledge  of   geography,  zones,  area  codes…    Errors  occur  …   ILONA  POSNER,  Usability  Consultant    ©2011   10  
  • 11. Ticket  Design   Different  =cket  designs  pose   various  challenges  to  riders:   •  Detailed  transit  info   •  Zones  or  direc=on  covered   •  Expiry  date/=me   •  Usage  instruc=ons   •  Branding  messages   •  Legal  no=ces   ILONA  POSNER,  Usability  Consultant    ©2011   11  
  • 12. Tickets,  Signage,  Naviga=on   Italian  family  buys  a  28€  all-­‐day   train  pass  in  Munich.  Their  brief   sight  seeing  trip  gets  expensive!   Inspector  requires  them  to  buy    36€   addi@onal  @ckets  for  15  minute  ride   back  to  their  hotel  because  they   boarded  the  wrong  train.     ILONA  POSNER,  Usability  Consultant    ©2011   ?   ?   12  
  • 13. Passes  &  Cards    Long  lineups  form  each  month  to   load  TAP  cards  and  buy  passes    Machine  func=onality  either  not   no=ced  or  not  trusted:   •  •  •  •  •  …  Tap  TAP  to  TAP  target   Validate  TAP   Add  Value  or  pass  to  TAP   Check  TAP  status   TAP  HERE        TAP  aqui   ?   ILONA  POSNER,  Usability  Consultant    ©2011   13  
  • 14. Entry  Gates  -­‐  BOSTON   Two  different  types  of  entry  gates  in  one  system  confuse  visitors.   ILONA  POSNER,     Usability  Consultant    ©2011   14  
  • 15. Entry   New  users  challenged  by     •  Unmanned  entry   •  Honor  system   •  Valida=on  of  =ckets   •  Transfers  between  modes   ILONA  POSNER,  Usability  Consultant    ©2011   15  
  • 16. Maps   Using  maps  is  difficult  due   to  maps’  loca=on,  scale,   visibility,  availability,   quality,  legibility.   ILONA  POSNER,   Usability  Consultant     16   ©2011  
  • 17. Doors   Train  doors  requiring  passenger  ac=on  challenge  riders  expec=ng  automa=c  doors.     ILONA  POSNER,  Usability  Consultant    ©2011   17  
  • 18. User  Centered  Design  Tools     Observa=ons  and  surveys  of  current  riders   Interviews  of  all  stakeholders  –  riders,  opera=ons,  engineering   Personas  of  representa=ve  users  to  assist  design  decision  making   Usability  tes=ng  of  current  &  proposed  system  elements   Itera=ve  design&  prototyping    for  incremental  improvement   Compe==ve  analyses  of  worldwide  systems,  to  iden=fy  best  prac=ces   ILONA  POSNER,  Usability  Consultant    ©2011   18  
  • 19. Breakout  Discussion  Recommenda=ons     •  Transit  Riders  Advocacy  Needed   –  Listen  to  users,  observa=ons,  interviews,  stories   eg:  Ongoing  Efforts  into  Customer  &  Stakeholder  Research   •  Guidelines  Needed   –  Iden=fying  best  prac=ces  worldwide,  create  best  prac=ces  guidelines,   Standards  context  sensi=ve,  eg:  like  AASHTO  ,  APTA,  FTA…  expanded?!   –  Sugges=on  for  consor=um  of  Worldwide  Transit  Authori=es,  …wiki?   –  Students  involvement  in  research  &  problem  solving  (compe==ons)   •  Methods  for  Improvements   –  User  appropriate  design  –  low  tech,  high  tech,  no  tech,  op=ons…   appropriate  for  both  first  =me  use  and  expert  daily  users   –  Use  of  personas  represen=ng  different  users  to  aid  design  decisions   –  Itera=ng  design  of  transit  systems  including    usability  tes=ng  of  exis=ng   and  planned  systems   ILONA  POSNER,  Usability  Consultant    ©2011   19