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Usability & User-Centred Design

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Presentation given during the JISC Usability and User-Centred Design (UCD) day; JISC Usability and Faceted Search day.

Presentation given during the JISC Usability and User-Centred Design (UCD) day; JISC Usability and Faceted Search day.

https://www.wiki.ed.ac.uk/display/UX2/Wiki

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Usability & User-Centred Design Usability & User-Centred Design Presentation Transcript

  • Usability & User-Centred Design
    • Paper & UI Prototyping Practical (pm)Cramond/Swanston Room
    Usability & faceted search
    • Faceted Search Technology Hacking (pm)StudyPod
  • User-Centred Design & faceted Search User Interface
    Boon Low
    The University of Edinburgh
    17th May 2011
  • Outline
    User experience, usability, user-centred design
    Faceted search user interface
    Highlights from the JISC UX2 Project: Usability and Contemporary User Experience in Digital Libraries
  • Digital Library - Examples
    World Digital Library
    12/2/09
    Usability and Contemporary User Experience in Digital Libraries
  • Web Environment
    “Digital library is a resource representing the intellectual substance and services of a traditional library in digital form”
    Putting in the human contexts, broader roles
    A place for solving complex problem
    A place for social interactions
    A ‘sharium’, active workspace
  • Contemporary User Experience
    Web 2.0 - new ways providing user interface/experience
    User-centric, social networking, e.g. folksonomy
    New technologies, UI interactions: AJAX and rich application UI
    Virtual (2D/3D) environment
    User experience – a broad term
    Sum of all user interactions
    Goes beyond giving users what they say they want
    Objective (e.g. functional, usability) and subjective aspects (e.g. psychology)
    How a user feels about a system including overall perceptions
    Usability and Contemporary User Experience in Digital Libraries
    17/05/11
  • Implications
    What are the usability challenges?
    What are the usefulness challenges?
    UX2 Project attempts to answer some of these questions w.r.t. digital libraries
    A range of user research and usability studies,
    UI prototypes development
    23/02/11
  • Implications
    • Measuring and evaluating user experience
    • Usability, Usefulness, Appeal (Usability Week 2009)
    • Usable, Useful and Desirable (Jon Kolko 2010)
    • User experience goals:
    Enjoyable, satisfying, engaging, pleasurable, exciting, helpful, motivating, emotionally fulfilling, aesthetically pleasing..
    Boring, frustrating, annoying, cutesy..
    Source: Designing User Interfaces for Interactive Information Retrieval Systems, European Conference on Digital Libraries (2009)
  • User-Centred Design (UCD)
    A design process in which “the real users and their goals, not just technology, is the driving force of product development” (Rogers, Sharp, Preece)
    Characteristics:
    User research conducted early, throughout the product cycle
    Empirical measurement
    Iterative design
    User research and empirical measurement: personas, usability testing, prototype testing, contextual inquiry, survey, interviews, focus groups
  • User-Centred Design
    Similarities between UCD and agile software development methods, e.g. Scrum:
    “User Stories”
  • User-Centred Design
    Integrating UCD and agile software development to produce better quality product
    Lynn Miller and Desiree Sy approach
    Adapting Usability Investigation for Agile User-Centred Design, http://www.upassoc.org/upa_publications/jus/2007may/agile-ucd.html
  • User-Centred Design
    The key concepts of the Miller-Sy method:
    Chunking of UCD tasks (research, design, usability testing), base them around an agile implementation
    Progressive: low-fi to hi-fi usability testing and contextual inquiry.
    The Miller-Sy approach is resource intensive in terms of planning and management
    Two tracks -> two teams
  • User-Centred Design
    Fully integrated agile UCD approach:
    http://boonious.typepad.com/ux2/2011/03/agile-user-interface-development.html
  • Prototyping
    A key user-centred design activity
    So that users can evaluate and provide feedbacks on design before it gets implemented
    Various types of prototypes, not all are working software: low-fi (paper, UI wireframes), hi-fi (Ui, working software)
  • Prototyping
    UX2 is piloting Balsamiq, a UI prototyping tool for the JISC community, one-year pilot
    Try it online:
    https://www.wiki.ed.ac.uk/display/UX2/JISC+Balsamiq+Pilot
    Easy to use, collaborative – wiki use context
    Practical session this afternoon
  • Faceted Search
    A better technique for refining, narrowing (expanding) search compared to traditional methods
    Integrating searching and browsing seamlessly
    also faceted browsing, faceted navigation, guided navigation
  • Faceted Search
    Typical interaction
    • Perform a keyword search
    • Review a list of categories on a custom map (left of UI)
    • Use the categories (facets) on to refine and obtain results
    Essential component: Facets
    Each facet is advanced search shortcut
    Enable users to quickly formulate useful queries
    Support learning and exploration
  • Digital Library - Examples
    breadcrumb trail
    Europeana
    facets
  • Digital Library - Examples
    WDL
    12/2/09
    Usability and Contemporary User Experience in Digital Libraries
  • Digital Library - Examples
    AquaBrowser
    12/2/09
    Usability and Contemporary User Experience in Digital Libraries
  • 12/2/09
    Usability and Contemporary User Experience in Digital Libraries
  • Facet Analysis & Design
    Facet design and analysis is a key requirement of faceted search provision
    Determine what facets are appropriate
    Facet terms can be mapped from metadata, e.g. library book catalogue
  • Metadata mapping
    CERN MARC -> Solr Fields
    display fields
    facet fields
    sort fields
    text fields (search)
    Others
    library_facet
    technical format (mimetype facet)
    fulltext (inside document)
    search-all ‘text’ inc. all above text fields + fulltext
    23/02/11
  • Facet Analysis & Design
    Some sites require research efforts to derive terms (metadata not readily available)
    Standard user/content research methods: interviews, taxonomies and controlled vocabularies, content analysis, card sorting
    Types of facet:
    Hierarchy: continent & country, subject headings
    List: authors
    Binary: female|male; colour|black & white
    Range: date (last 10 years), price ($1-$10), rating (1 to 5)
  • Faceted Search Technology
    Two key components
    Custom application
    F/OSS:
    - VuFind, Blacklight
    Commercial:
    - AquaBrowser, Summon, Endeca
    User Interface: faceted search + other services
    Search infrastructure
    (Server)
    Apache Solr
    Repositories,
    Content
    Source: Stanford University, Digital Library Systems (OR10)
  • Introducing Blacklight
    Blacklight is a discovery interface for library catalogue, digital repository front-end, single-search interface
    Front-end for Apache Solr (similar to VuFind)
    UVA + Solr = UVA radiation = Blacklight!
  • Blacklight Features
    Faceted search
    User services
    Search history, saved search
    Bookmarking, folders
    Exports
    Basic login
    Other beta features
    Advanced search
    Date range limits
  • Apache Solr
    A Java-based search engine/server from Apache
    Service-oriented web application
    Built upon Apache Lucene
    A full-text search library in Java, written by Doug Cutting
    Versions also in C++, C#, Ruby, Python etc.
    • Deploy on any Java (J2EE) web container: Tomcat, Jetty, etc.
  • Why Solr?
    • Both Solr and Lucene are open source
    • Active development communities
    • F/OSS community: ~1300 emails/month (dev: 800/month)
    • Commercial support: Sematext, Lucid Imagination
    Simple and easy for developer to understand and install
    Fast and scalable: distributed search, index replication
    Guardian case study: http://www.guardian.co.uk/open-platform/blog/what-is-powering-the-content-api
    Rich and powerful features: faceted search out of the box
  • Key Features
    • Advanced full-text search capabilities
    • Indexing data – export documents via data import handlers
    • inc. rich document (PDF, Word etc) parsing and indexing
    Faceted search
    “Did you mean” spelling suggestion
    Geospatial search
    Auto-suggest
    Highlighting
    Natural language processing (plugin) engine
    ..
  • Thank you
    Web/blogs: http://ux2.nesc.ed.ac.uk
    Project wikis: http://bit.ly/ux2wiki
    Boon Low Lorraine Paterson
    boon.low@mac.comlorraine.paterson@gmail.com
    @boonious @lorraine_p