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Ruby, Kuo | HCDE 598




Design Project Brief v 1.0
Create by Ru-ping (Ruby) Kuo | 2012/4/6

Project Name: The practical toolbox on web usability and design



Project goals:

           “On the Web, usability is a necessary condition for survival. If a website is difficult to use, people leave. If the
           homepage fails to clearly state what a company offers and what users can do on the site, people leave. If users
           get lost on a website, they leave. If a website's information is hard to read or doesn't answer users' key questions,
           they leave.1”                                                                         (Jakob Nielson, 2003)

The importance of web usability is self-evident, however, most web projects still struggle to fulfill usability
criteria because the limitation of resources such as time, cost, and skills. Therefore, this project intends
to design a framework for guiding practitioners adopts usability activities and techniques effectively.
Meanwhile, I will create a website which provides a serial of usability methods and tools (especially focus
on web projects). In addition, and more importantly, since this project focus on assist users who with
limited knowledge and experience of usability to choose most suitable techniques and effectively apply
them in their works, the website will provide the following features:
          1.    An overview of UCD (User Centered Design) methodology in practice.
          2.    A series of usability techniques (methods and tools) with multiple selection criteria, for example,
                project phases, type of research goals and problems, and type of limitations (e.g. time, budget,
                or skills).
          3.    The summary and the step-by-step guidelines of each technique in order to help practitioners
                acquired their knowledge through a leaning-by-doing process.
          4.    Extended reference materials for help practitioners design research tools, accumulate
                knowledge, and communicate with other community members.


Target Users:
The target users of this project include:
          1.    Website planners, designers, developers, PM, and even owners. Especially for those who are
                working in small or medium enterprises and organizations without ample usability resources or
                any usability expert.



1
    Usability 101: Introduction to Usability (http://www.useit.com/alertbox/20030825.html)

                                                                      1
Ruby, Kuo | HCDE 598


      2.   General end users (e.g. other professional workers or students) who need to adopt and apply a
           suitable usability method in the right time and right condition.
      3.   General end users who are interested in this topic.


User Goals and Top User Scenarios:
According to studies of UCD practice in internet industry, although most of web designers and developers
claim they and their companies consider users as an important issue, most of them lack sufficient
knowledge and experience of web usability [1, 3]. Many researches find that informal and discount
methods are accepted widely in the filed [2, 4, 5]. In addition, some usability experts (e.g. Nielson, and
Krug) propose the concept of low-hanging fruits in order to claim that the values of discount usability
methods.

Meanwhile, this project holds the similar point of view and focus on these specific scenarios:

                        User goals                                            User scenarios

 1. The need to conduct user and usability research        Select a method or a serial of methods
   but only with limited knowledge, experiences and        [1] users attempt to choose a
                                                               method/methods to solve their problem
   resource.
                                                           [2] methods table page
 2. The need to conduct user and usability research in
                                                               users select a method from method table
   the beginning of project phase (because the time            by filtering with “project phase” (or other
                                                               requirements)/ or use wizard function to
   pressure of project lifecycle) and prefer to use
                                                               get the suggested methods/ or refer to case
   research activities that not requiring users involve        study (sharing by other users) section to
                                                               find a suitable method
   directly.
                                                           [3] method Introduction pages
                                                               users read the content in order to confirm
                                                               the decision/ users may read the
                                                               suggestion list to learn other suggested
                                                               methods or related information.

                                                           [4] users found the most suitable
                                                               method/methods. And gather the
                                                               necessary information for help them
                                                               conduct the study.

                                                           [5] users may decide to create a profile in
                                                               order to save the results. / or users may
                                                               click the printing button to print out a hard
                                                               copy./ or users may click the download
                                                               button to download pdf version.

 3. The need to discover requirements and gather           Obtain or customize research tools
   materials (content) from stakeholders.                  [1] users attempt to obtain/customize a tool
                                                               (form or template) in order to help them


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Ruby, Kuo | HCDE 598


 4. The need to provide tangible ways to                           collect data.

   communicate with stakeholders in order to create           [2] tool select page
                                                                  users select a tool from the list /or by
   a common view before design and development
                                                                  filtering with “purpose” (or other
   phase.                                                         requirements)/ or refer to case study
                                                                  section to find a suitable tool/tools.

                                                              [3] tool design pages
                                                                  users read the content in order to confirm
                                                                  the decision/ users read the content in
                                                                  order to learn how to customize the
                                                                  tool/form/template.

                                                              [6] users may decide to create a profile in
                                                                  order to save the results. / or users may
                                                                  click the download button to download the
                                                                  tool sample or template/ or users may read
                                                                  the suggestion list to view related tools that
                                                                  share from other users.




Project deliverables:
                                     Deliverable                                                     Date

 Phase 1 Discovery (~Apr. 6)

 Requirement discover and analysis                                                 ~ Apr. 6

 Project Scope Statement (scope-boundary, high level functions/features list;      ~ Apr. 6
 milestone & deliverable)

 Market, competitive research & analysis                                           ~ Apr. 6

 User needs research & analysis                                                    ~ Apr. 6

 Phase II Define (Apr. 9 ~Apr. 24)

 WBS & project schedule                                                            ~ Apr. 10

 User case analysis & define / flow design                                         ~ Apr. 17
                                                                                   (~Apr. 6 user case analysis)

                                                                                   (Apr. 13 user case define)
                                                                                   (Apr. 17 user flow define)

 Content list (IA)                                                                 ~ Apr. 17
                                                                                                st
 Content design & copy writing                                                     ~ Apr. 24 (1 check point)

 Wireframe                                                                         ~ Apr. 24

 Creative concept (tone & manner)                                                  ~ Apr. 17

 Design style guidelines                                                           ~ Apr. 17

 Phase III Design & Develop (Apr. 23 ~ May. 15)



                                                         3
Ruby, Kuo | HCDE 598

                                                                                                        nd
 (cont.) Content design & copy writing                                                     ~ May 7 (2 check point)
                                                                                           ~ May. 15 (finalized)

 Design style guidelines update                                                            ~ May. 15

 Content list (IA) update & finalized                                                      ~ Apr. 24

 Prototyping                                                                               ~ May. 15

 Look and feel design                                                                      ~ May 5

 HTML coding and Front-end scripting                                                       ~ May. 15

 Phase IV Deploy (May. 16 ~ May. 29)

 Usability testing & finding report                                                        ~ May. 15

 Revise (if necessary)                                                                     ~ May. 22

 (cont.) HTML coding and Front-end scripting                                               ~ May. 26

 Qualitative control / beta test                                                           ~ May. 26

 Project closure                                                                           ~ May. 29

 Design style guidelines finalized                                                         ~ May. 29




References:
[1] Kuo, R. & Lee, J. (2006). An Exploratory Study of Usability Practice from User-Centered Design View: Meanings, Methods and
    The Current Situation in Taiwan ‘s Internet Industry. The 7 th Asia-Pacific Conference on Computer-Human Interaction, Taipei ,
    Taiwan.
[2] Mao, J.-Y., Vredenburg, K., Smith, P. W., & Carey, T., User-centered Design Methods in Practice: A Survey of The State of The
    Art. The 2001 conference of the Centre for Advanced Studies on Collaborative research, Toronto, Ontario, (2001).
[3] Peissner, M., & Röse, K.m Usability Engineering in Germany: Situation, Current Practice and Networking Strategies. The 1st
    European UPA conference on European usability professionals association conference, London, UK, (2002).
[4] Venturi, G., & Troost, J., Survey on The UCD Integration in The Industry. The third Nordic conference on Human-computer
    interaction, Tampere, Finland, (2004)..
[5] Vredenburg, K., Mao, J.-Y., Smith, P. W., & Carey, T., A Survey of User-centered Design Practice. The SIGCHI conference on
    Human factors in computing systems: Changing our world, changing ourselves, Minneapolis, Minnesota, USA, (2002).




                                                                4
Ruby, Kuo | HCDE 598


Appendix: Competitor Analysis (Methods table)
Three examples are selected based on the goals of my project. I choose them because they all focus on
the topic of usability in practice, and the method table created by each product are great reference to
present the key concept of my project. In addition, I could learn advantages from these outstanding
products by carefully analysis them.

       Usability Net   http://www.usabilitynet.org/home.htm


                                                                               Product description:
                                                                               A European Union project that
                                                                               provides usability and user centered
                                                                               design resources to practitioners,
                                                                               managers and EU projects.
                                                                               The project started in February 2001
                                                                               and finished in July 2003, last updated
                                                                               in January 2006.


                                                                               Key Features:
                                                                                  Usability methods table (basic
                                                                                  introduction, benefits, steps in
                                                                                  practice, case studies, extend
                                                                                  references of each method)
                                                                                  Design guidelines
                                                                                  Usability for manger section
                                                                                  Extended reference, for example,
                                                                                  global organizations, local activities,
                                                                                  forums, discussion list, annual
                                                                                  conferences, booklist, websites list,
                                                                                  courses.
                                                                                  Total methods:39



Pros
1.     Plentiful content, clear position and goals. Target audiences including managers level (who have
       decision-making power) and provide proper and useful content for them.
2.     Organize methods with 4 filtering criteria: general purpose of methods, limited time/resource, limited skills,
       and no direct access to users in order to assist practitioners select a suitable method.
3.     Provide various extended reference (link to other websites).

4.     Introduce benefits of each method or tool.



Cons
1.     Only provide basic introduction of each method or technique, users who with limited knowledge of usability
       hardly in practice them by reading the information.
2.     The overall summary of each method didn’t separate by different application (for example, website, software,
       or mobile).
3.     Didn’t provide sample of research tools or provide information about tools design.



                                                             5
Ruby, Kuo | HCDE 598


       The Usability Methods Toolbox (http://usability.jameshom.com/)


                                                                             Product description:
                                                                             This website create by James Hom
                                                                             (and his professor Lou Freund, SJSU)
                                                                             Hom attempted to compile
                                                                             information about almost all of the
                                                                             methods and techniques (well, ok, a
                                                                             lot of them) used in usability
                                                                             evaluation.
                                                                             The project started in 1996 and last
                                                                             updated in June 1998.


                                                                             Key Features:
                                                                                Usability methods table (categorize
                                                                                by the nature/character of method:
                                                                                inquiry, inspection, testing, and
                                                                                related techniques)
                                                                                Extended reference.
                                                                                Total methods: 27

Pros

1.     Terminology, for example the label of category is consisting with HCI professional language.

2.     Accessibility: Text-based content and well navigation design.
3.     Provide instruction information of each method. And provide related information by extending links (website,
       article, research paper, books, and more).


Cons
1.     Only focus on information of usability methods.
2.     The overall summary of each method didn’t separate by different application (for example, website, software,
       or mobile).
3.     Didn’t provide sample of research tools or provide information about tools design.




                                                           6
Ruby, Kuo | HCDE 598


     Usability.Gov (Research-based web design and usability guidelines)


                                                                            Product description:
                                                                            The Research-Based Web Design and
                                                                            Usability Guidelines, compiled through
                                                                            an extensive process of research and
                                                                            review, bring users those best
                                                                            practices. The document created by
                                                                            U.S. Department of Health and Human
                                                                            Services’ (HHS) and University of
                                                                            Maryland, and first published in 2003.

                                                                            Key Features:
                                                                              Focus on web design and usailbity.
                                                                              Each guideline is supported by
                                                                              related research papers, and index
                                                                              with two characteristics: relative
                                                                              importance and strength of
                                                                              evidence.
                                                                              Total guidelines: 197




Pros
1.     Focus on web design and usability.
2.     Create as a pdf document. Allow users read it on-line or off-line.

3.     Provide complete list of reference (sources).


Cons
1.     Only focus on web design guideline.




                                                            7

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Design proposal : pratical toolbox on web usability

  • 1. Ruby, Kuo | HCDE 598 Design Project Brief v 1.0 Create by Ru-ping (Ruby) Kuo | 2012/4/6 Project Name: The practical toolbox on web usability and design Project goals: “On the Web, usability is a necessary condition for survival. If a website is difficult to use, people leave. If the homepage fails to clearly state what a company offers and what users can do on the site, people leave. If users get lost on a website, they leave. If a website's information is hard to read or doesn't answer users' key questions, they leave.1” (Jakob Nielson, 2003) The importance of web usability is self-evident, however, most web projects still struggle to fulfill usability criteria because the limitation of resources such as time, cost, and skills. Therefore, this project intends to design a framework for guiding practitioners adopts usability activities and techniques effectively. Meanwhile, I will create a website which provides a serial of usability methods and tools (especially focus on web projects). In addition, and more importantly, since this project focus on assist users who with limited knowledge and experience of usability to choose most suitable techniques and effectively apply them in their works, the website will provide the following features: 1. An overview of UCD (User Centered Design) methodology in practice. 2. A series of usability techniques (methods and tools) with multiple selection criteria, for example, project phases, type of research goals and problems, and type of limitations (e.g. time, budget, or skills). 3. The summary and the step-by-step guidelines of each technique in order to help practitioners acquired their knowledge through a leaning-by-doing process. 4. Extended reference materials for help practitioners design research tools, accumulate knowledge, and communicate with other community members. Target Users: The target users of this project include: 1. Website planners, designers, developers, PM, and even owners. Especially for those who are working in small or medium enterprises and organizations without ample usability resources or any usability expert. 1 Usability 101: Introduction to Usability (http://www.useit.com/alertbox/20030825.html) 1
  • 2. Ruby, Kuo | HCDE 598 2. General end users (e.g. other professional workers or students) who need to adopt and apply a suitable usability method in the right time and right condition. 3. General end users who are interested in this topic. User Goals and Top User Scenarios: According to studies of UCD practice in internet industry, although most of web designers and developers claim they and their companies consider users as an important issue, most of them lack sufficient knowledge and experience of web usability [1, 3]. Many researches find that informal and discount methods are accepted widely in the filed [2, 4, 5]. In addition, some usability experts (e.g. Nielson, and Krug) propose the concept of low-hanging fruits in order to claim that the values of discount usability methods. Meanwhile, this project holds the similar point of view and focus on these specific scenarios: User goals User scenarios 1. The need to conduct user and usability research Select a method or a serial of methods but only with limited knowledge, experiences and [1] users attempt to choose a method/methods to solve their problem resource. [2] methods table page 2. The need to conduct user and usability research in users select a method from method table the beginning of project phase (because the time by filtering with “project phase” (or other requirements)/ or use wizard function to pressure of project lifecycle) and prefer to use get the suggested methods/ or refer to case research activities that not requiring users involve study (sharing by other users) section to find a suitable method directly. [3] method Introduction pages users read the content in order to confirm the decision/ users may read the suggestion list to learn other suggested methods or related information. [4] users found the most suitable method/methods. And gather the necessary information for help them conduct the study. [5] users may decide to create a profile in order to save the results. / or users may click the printing button to print out a hard copy./ or users may click the download button to download pdf version. 3. The need to discover requirements and gather Obtain or customize research tools materials (content) from stakeholders. [1] users attempt to obtain/customize a tool (form or template) in order to help them 2
  • 3. Ruby, Kuo | HCDE 598 4. The need to provide tangible ways to collect data. communicate with stakeholders in order to create [2] tool select page users select a tool from the list /or by a common view before design and development filtering with “purpose” (or other phase. requirements)/ or refer to case study section to find a suitable tool/tools. [3] tool design pages users read the content in order to confirm the decision/ users read the content in order to learn how to customize the tool/form/template. [6] users may decide to create a profile in order to save the results. / or users may click the download button to download the tool sample or template/ or users may read the suggestion list to view related tools that share from other users. Project deliverables: Deliverable Date Phase 1 Discovery (~Apr. 6) Requirement discover and analysis ~ Apr. 6 Project Scope Statement (scope-boundary, high level functions/features list; ~ Apr. 6 milestone & deliverable) Market, competitive research & analysis ~ Apr. 6 User needs research & analysis ~ Apr. 6 Phase II Define (Apr. 9 ~Apr. 24) WBS & project schedule ~ Apr. 10 User case analysis & define / flow design ~ Apr. 17 (~Apr. 6 user case analysis) (Apr. 13 user case define) (Apr. 17 user flow define) Content list (IA) ~ Apr. 17 st Content design & copy writing ~ Apr. 24 (1 check point) Wireframe ~ Apr. 24 Creative concept (tone & manner) ~ Apr. 17 Design style guidelines ~ Apr. 17 Phase III Design & Develop (Apr. 23 ~ May. 15) 3
  • 4. Ruby, Kuo | HCDE 598 nd (cont.) Content design & copy writing ~ May 7 (2 check point) ~ May. 15 (finalized) Design style guidelines update ~ May. 15 Content list (IA) update & finalized ~ Apr. 24 Prototyping ~ May. 15 Look and feel design ~ May 5 HTML coding and Front-end scripting ~ May. 15 Phase IV Deploy (May. 16 ~ May. 29) Usability testing & finding report ~ May. 15 Revise (if necessary) ~ May. 22 (cont.) HTML coding and Front-end scripting ~ May. 26 Qualitative control / beta test ~ May. 26 Project closure ~ May. 29 Design style guidelines finalized ~ May. 29 References: [1] Kuo, R. & Lee, J. (2006). An Exploratory Study of Usability Practice from User-Centered Design View: Meanings, Methods and The Current Situation in Taiwan ‘s Internet Industry. The 7 th Asia-Pacific Conference on Computer-Human Interaction, Taipei , Taiwan. [2] Mao, J.-Y., Vredenburg, K., Smith, P. W., & Carey, T., User-centered Design Methods in Practice: A Survey of The State of The Art. The 2001 conference of the Centre for Advanced Studies on Collaborative research, Toronto, Ontario, (2001). [3] Peissner, M., & Röse, K.m Usability Engineering in Germany: Situation, Current Practice and Networking Strategies. The 1st European UPA conference on European usability professionals association conference, London, UK, (2002). [4] Venturi, G., & Troost, J., Survey on The UCD Integration in The Industry. The third Nordic conference on Human-computer interaction, Tampere, Finland, (2004).. [5] Vredenburg, K., Mao, J.-Y., Smith, P. W., & Carey, T., A Survey of User-centered Design Practice. The SIGCHI conference on Human factors in computing systems: Changing our world, changing ourselves, Minneapolis, Minnesota, USA, (2002). 4
  • 5. Ruby, Kuo | HCDE 598 Appendix: Competitor Analysis (Methods table) Three examples are selected based on the goals of my project. I choose them because they all focus on the topic of usability in practice, and the method table created by each product are great reference to present the key concept of my project. In addition, I could learn advantages from these outstanding products by carefully analysis them. Usability Net http://www.usabilitynet.org/home.htm Product description: A European Union project that provides usability and user centered design resources to practitioners, managers and EU projects. The project started in February 2001 and finished in July 2003, last updated in January 2006. Key Features: Usability methods table (basic introduction, benefits, steps in practice, case studies, extend references of each method) Design guidelines Usability for manger section Extended reference, for example, global organizations, local activities, forums, discussion list, annual conferences, booklist, websites list, courses. Total methods:39 Pros 1. Plentiful content, clear position and goals. Target audiences including managers level (who have decision-making power) and provide proper and useful content for them. 2. Organize methods with 4 filtering criteria: general purpose of methods, limited time/resource, limited skills, and no direct access to users in order to assist practitioners select a suitable method. 3. Provide various extended reference (link to other websites). 4. Introduce benefits of each method or tool. Cons 1. Only provide basic introduction of each method or technique, users who with limited knowledge of usability hardly in practice them by reading the information. 2. The overall summary of each method didn’t separate by different application (for example, website, software, or mobile). 3. Didn’t provide sample of research tools or provide information about tools design. 5
  • 6. Ruby, Kuo | HCDE 598 The Usability Methods Toolbox (http://usability.jameshom.com/) Product description: This website create by James Hom (and his professor Lou Freund, SJSU) Hom attempted to compile information about almost all of the methods and techniques (well, ok, a lot of them) used in usability evaluation. The project started in 1996 and last updated in June 1998. Key Features: Usability methods table (categorize by the nature/character of method: inquiry, inspection, testing, and related techniques) Extended reference. Total methods: 27 Pros 1. Terminology, for example the label of category is consisting with HCI professional language. 2. Accessibility: Text-based content and well navigation design. 3. Provide instruction information of each method. And provide related information by extending links (website, article, research paper, books, and more). Cons 1. Only focus on information of usability methods. 2. The overall summary of each method didn’t separate by different application (for example, website, software, or mobile). 3. Didn’t provide sample of research tools or provide information about tools design. 6
  • 7. Ruby, Kuo | HCDE 598 Usability.Gov (Research-based web design and usability guidelines) Product description: The Research-Based Web Design and Usability Guidelines, compiled through an extensive process of research and review, bring users those best practices. The document created by U.S. Department of Health and Human Services’ (HHS) and University of Maryland, and first published in 2003. Key Features: Focus on web design and usailbity. Each guideline is supported by related research papers, and index with two characteristics: relative importance and strength of evidence. Total guidelines: 197 Pros 1. Focus on web design and usability. 2. Create as a pdf document. Allow users read it on-line or off-line. 3. Provide complete list of reference (sources). Cons 1. Only focus on web design guideline. 7