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Overview of the
Design Process
Avoid Bad Design, Use UCD
Fall 2002 CS/PSY 6750
Agenda
• Good vs. bad design
• User-centered Design (UCD) process
− Individual steps
Fall 2002 CS/PSY 6750
Good Design (reminder!)
“Every designer wants to build a high-
quality interactive system that is admired
by colleagues, celebrated by users,
circulated widely, and imitated frequently.”
(Shneiderman, 1992, p.7)
…and anything goes!…
Fall 2002 CS/PSY 6750
The Good…
Fall 2002 CS/PSY 6750
The Good…
Fall 2002 CS/PSY 6750
The Bad…
Fall 2002 CS/PSY 6750
The Bad…
Fall 2002 CS/PSY 6750
The Bad…
Fall 2002 CS/PSY 6750
The Ugly…
Fall 2002 CS/PSY 6750
The (really) Ugly…
Fall 2002 CS/PSY 6750
But What Makes it Good?!
• Functionality
• Speed & efficiency
• Reliability, security, data integrity
• Standardization, consistency
• USABILITY !
Fall 2002 CS/PSY 6750
Closer to Fine: A Philosophy
…The human user of any system is the
focus of the design process. Planning and
implementation is done with the user in
mind, and the system is made to fit the
user, not the other way around….
Fall 2002 CS/PSY 6750
“Good Design” Means
• Systems are built for humans; must be designed for
the user
• Recognize individual differences; appreciate design
implications of these human factors
• Recognize the design of things, procedures, etc.,
influences human behavior and well-being
• Emphasize empirical data & evaluation
• Rely on the scientific method
• Things, procedures, environments, and people do not
exist in isolation
Fall 2002 CS/PSY 6750
Good Design Is Not…
 NOT just applying checklists and
guidelines
− These can help, but UCD is a whole philosophy
 NOT using oneself as the model user
− Know your real users; recognize variation in humans
 NOT just common sense
− Knowing how to design a fire alarm so it will be heard
over background noise is not something we all know.
− The HF specialist knows where or how to get the
information needed to answer design questions
Fall 2002 CS/PSY 6750
User Centered Design
• A way to force yourself to identify and
consider the the relevant human factors in
your design
• Helps reduce the number of decisions
made out of the blue, and helps focus
design activities
• Helps document and defend decisions
that may be reviewed later
Fall 2002 CS/PSY 6750
The Tao of UCD
DESIGN IMPLEMENT
USE &
EVALUATE
Fall 2002 CS/PSY 6750
UCD: 9 Step Overview
1. Define the Context
2. Describe the User
3. Task Analysis
4. Function Allocation
5. System Layout / Basic Design
6. Mockups & Prototypes
7. Usability Testing
8. Iterative Test & Redesign
9. Updates & Maintenance
Fall 2002 CS/PSY 6750
Design Implications
• At each stage, consider how the details of your
discovery process affect your design
Fact Implications
Users 16-80 yrs Range of text sizes
Range of grip strength
Some French speakers Multilingual interface
Astronaut users Extensive training available
Military context Aesthetics less of an issue
Ruggedness is critical
Fall 2002 CS/PSY 6750
1. Define the Context
• Context: the “type” of uses, applications
− Life critical systems, applications
− Industrial, commercial, military, scientific, consumer
− Office, home, entertainment
− Exploratory, creative, cooperative
• Market
• Customer (not the same as the User)
…Design Impacts?…
Fall 2002 CS/PSY 6750
2. Describe the User (!!)
• Physical attributes
(age, gender, size, reach, visual angles, etc…)
• Physical work places
(table height, sound levels, lighting, software version…)
• Perceptual abilities
(hearing, vision, heat sensitivity…)
• Cognitive abilities
(memory span, reading level, musical training, math…)
• Personality and social traits
(likes, dislikes, preferences, patience…)
• Cultural and international diversity
(languages, dialog box flow, symbols…)
• Special populations, (dis)abilities
Fall 2002 CS/PSY 6750
3. Task Analysis
• Talk to and observe users (NOT
customers) doing what they do
• List each and every TASK
• Break tasks down into STEPS
ABSTRACT into standard tasks
(monitor, diagnose, predict, control, inspect, transmit,
receive, decide, calculate, store, choose, operate, etc.)
Fall 2002 CS/PSY 6750
4. Function Allocation
• Consider the whole system!
• Decide who or what is best suited to perform
each task (or each step)
− e.g., system remembers login id, and reminds the
user, but user remembers the password
• Base this on knowledge of system hardware,
software, human users’ abilities, culture,
communications protocols, privacy, etc.
• Allocation constraints: Effectiveness;
Cognitive/affective; Cost; Mandatory
…Don’t forget the design implications!…
Fall 2002 CS/PSY 6750
5. System Layout / Basic
Design
• Summary of the components and their basic
design
• Cross-check with any Requirements
Documents; Human Factors refs; Hardware
specs; Budgets; Laws (ADA); etc.
• Ensure that the system will support the design
and comply with constraints
• (Verification and Validation, in the language of
software engineering)
Fall 2002 CS/PSY 6750
6. Mockups & Prototypes
• “Informed Brainstorming”
• RAPIDLY mock up the user interfaces for
testing with real people
• Pen and paper or whiteboard to start
• Iterate, iterate, iterate!!
• Increasingly functional & veridical
• List audio & visual details at same levels of
detail in the prototypes
− (i.e. don’t forget either of them)
Fall 2002 CS/PSY 6750
7. Usability Testing
• Get real (or representative) users to do what they do,
using the prototypes
• Subjective and objective feedback. Sometimes users
“want” features that actually yield poor performance
• Video tape, lots of notes
• Be rigorous wherever possible (stats, etc.)
• Feedback into the iterative evaluation & redesign of the
system
• “Discount” usability testing can be very effective, using
fewer subjects, more rapid results
Fall 2002 CS/PSY 6750
8. Iterative Test & Redesign
• Repeat cycles of testing and reworking
the system, subject to cost/time
constraints
• Focus on Functionality First !
• Plan for several versions during
development
Fall 2002 CS/PSY 6750
9. Updates & Maintenance
• In-the-field feedback, telemetry, user data,
logs, surveys, etc.
• Analyze and make iterative redesign/test
recommendations
• Updates and maintenance plan as part of
the design!
− (design it so it can be fixed or updated)
Fall 2002 CS/PSY 6750
UCD: 9 Step Overview
1. Define the Context
2. Describe the User
3. Task Analysis
4. Function Allocation
5. System Layout / Basic Design
6. Mockups & Prototypes
7. Usability Testing
8. Iterative Test & Redesign
9. Updates & Maintenance
Design
Im
plications?!!
Fall 2002 CS/PSY 6750
UCD: Focusing Your Efforts
• There are real-world constraints
• Cutting out steps is not the way to
economize!
• Optimize the efficiency of each step
• Here: Focus on the context and the user,
to get the most value for the time spent

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04 ucd-process

  • 1. Overview of the Design Process Avoid Bad Design, Use UCD
  • 2. Fall 2002 CS/PSY 6750 Agenda • Good vs. bad design • User-centered Design (UCD) process − Individual steps
  • 3. Fall 2002 CS/PSY 6750 Good Design (reminder!) “Every designer wants to build a high- quality interactive system that is admired by colleagues, celebrated by users, circulated widely, and imitated frequently.” (Shneiderman, 1992, p.7) …and anything goes!…
  • 4. Fall 2002 CS/PSY 6750 The Good…
  • 5. Fall 2002 CS/PSY 6750 The Good…
  • 6. Fall 2002 CS/PSY 6750 The Bad…
  • 7. Fall 2002 CS/PSY 6750 The Bad…
  • 8. Fall 2002 CS/PSY 6750 The Bad…
  • 9. Fall 2002 CS/PSY 6750 The Ugly…
  • 10. Fall 2002 CS/PSY 6750 The (really) Ugly…
  • 11. Fall 2002 CS/PSY 6750 But What Makes it Good?! • Functionality • Speed & efficiency • Reliability, security, data integrity • Standardization, consistency • USABILITY !
  • 12. Fall 2002 CS/PSY 6750 Closer to Fine: A Philosophy …The human user of any system is the focus of the design process. Planning and implementation is done with the user in mind, and the system is made to fit the user, not the other way around….
  • 13. Fall 2002 CS/PSY 6750 “Good Design” Means • Systems are built for humans; must be designed for the user • Recognize individual differences; appreciate design implications of these human factors • Recognize the design of things, procedures, etc., influences human behavior and well-being • Emphasize empirical data & evaluation • Rely on the scientific method • Things, procedures, environments, and people do not exist in isolation
  • 14. Fall 2002 CS/PSY 6750 Good Design Is Not…  NOT just applying checklists and guidelines − These can help, but UCD is a whole philosophy  NOT using oneself as the model user − Know your real users; recognize variation in humans  NOT just common sense − Knowing how to design a fire alarm so it will be heard over background noise is not something we all know. − The HF specialist knows where or how to get the information needed to answer design questions
  • 15. Fall 2002 CS/PSY 6750 User Centered Design • A way to force yourself to identify and consider the the relevant human factors in your design • Helps reduce the number of decisions made out of the blue, and helps focus design activities • Helps document and defend decisions that may be reviewed later
  • 16. Fall 2002 CS/PSY 6750 The Tao of UCD DESIGN IMPLEMENT USE & EVALUATE
  • 17. Fall 2002 CS/PSY 6750 UCD: 9 Step Overview 1. Define the Context 2. Describe the User 3. Task Analysis 4. Function Allocation 5. System Layout / Basic Design 6. Mockups & Prototypes 7. Usability Testing 8. Iterative Test & Redesign 9. Updates & Maintenance
  • 18. Fall 2002 CS/PSY 6750 Design Implications • At each stage, consider how the details of your discovery process affect your design Fact Implications Users 16-80 yrs Range of text sizes Range of grip strength Some French speakers Multilingual interface Astronaut users Extensive training available Military context Aesthetics less of an issue Ruggedness is critical
  • 19. Fall 2002 CS/PSY 6750 1. Define the Context • Context: the “type” of uses, applications − Life critical systems, applications − Industrial, commercial, military, scientific, consumer − Office, home, entertainment − Exploratory, creative, cooperative • Market • Customer (not the same as the User) …Design Impacts?…
  • 20. Fall 2002 CS/PSY 6750 2. Describe the User (!!) • Physical attributes (age, gender, size, reach, visual angles, etc…) • Physical work places (table height, sound levels, lighting, software version…) • Perceptual abilities (hearing, vision, heat sensitivity…) • Cognitive abilities (memory span, reading level, musical training, math…) • Personality and social traits (likes, dislikes, preferences, patience…) • Cultural and international diversity (languages, dialog box flow, symbols…) • Special populations, (dis)abilities
  • 21. Fall 2002 CS/PSY 6750 3. Task Analysis • Talk to and observe users (NOT customers) doing what they do • List each and every TASK • Break tasks down into STEPS ABSTRACT into standard tasks (monitor, diagnose, predict, control, inspect, transmit, receive, decide, calculate, store, choose, operate, etc.)
  • 22. Fall 2002 CS/PSY 6750 4. Function Allocation • Consider the whole system! • Decide who or what is best suited to perform each task (or each step) − e.g., system remembers login id, and reminds the user, but user remembers the password • Base this on knowledge of system hardware, software, human users’ abilities, culture, communications protocols, privacy, etc. • Allocation constraints: Effectiveness; Cognitive/affective; Cost; Mandatory …Don’t forget the design implications!…
  • 23. Fall 2002 CS/PSY 6750 5. System Layout / Basic Design • Summary of the components and their basic design • Cross-check with any Requirements Documents; Human Factors refs; Hardware specs; Budgets; Laws (ADA); etc. • Ensure that the system will support the design and comply with constraints • (Verification and Validation, in the language of software engineering)
  • 24. Fall 2002 CS/PSY 6750 6. Mockups & Prototypes • “Informed Brainstorming” • RAPIDLY mock up the user interfaces for testing with real people • Pen and paper or whiteboard to start • Iterate, iterate, iterate!! • Increasingly functional & veridical • List audio & visual details at same levels of detail in the prototypes − (i.e. don’t forget either of them)
  • 25. Fall 2002 CS/PSY 6750 7. Usability Testing • Get real (or representative) users to do what they do, using the prototypes • Subjective and objective feedback. Sometimes users “want” features that actually yield poor performance • Video tape, lots of notes • Be rigorous wherever possible (stats, etc.) • Feedback into the iterative evaluation & redesign of the system • “Discount” usability testing can be very effective, using fewer subjects, more rapid results
  • 26. Fall 2002 CS/PSY 6750 8. Iterative Test & Redesign • Repeat cycles of testing and reworking the system, subject to cost/time constraints • Focus on Functionality First ! • Plan for several versions during development
  • 27. Fall 2002 CS/PSY 6750 9. Updates & Maintenance • In-the-field feedback, telemetry, user data, logs, surveys, etc. • Analyze and make iterative redesign/test recommendations • Updates and maintenance plan as part of the design! − (design it so it can be fixed or updated)
  • 28. Fall 2002 CS/PSY 6750 UCD: 9 Step Overview 1. Define the Context 2. Describe the User 3. Task Analysis 4. Function Allocation 5. System Layout / Basic Design 6. Mockups & Prototypes 7. Usability Testing 8. Iterative Test & Redesign 9. Updates & Maintenance Design Im plications?!!
  • 29. Fall 2002 CS/PSY 6750 UCD: Focusing Your Efforts • There are real-world constraints • Cutting out steps is not the way to economize! • Optimize the efficiency of each step • Here: Focus on the context and the user, to get the most value for the time spent

Editor's Notes

  1. Let’s start by broadening out concept of “application”, and recognizing that we could be designing anything from a tractor to a PDA application. So our motto from this point is, “ANYTHING GOES!”. Anything, that is, which satisfies all the requirements and constraints as outlined in our design process.
  2. First, let’s quickly look at a range of designs, in a variety of fields. Some of them are good, like this seat adjustment system. What makes it good?
  3. What about this one? What are some of the features that makes this a good design?
  4. Not all designs end up being good… Seriously, wat went wrong with this design? Someone made it thinking it would be very easy to use. No one INTENDS to make an awkward design… but how do we avoid it?…
  5. Even designs that we consider “classic” or “standard” can be bad, for one reason or another. “It has always been done like that” is NO EXCUSE for a poor design!! What are two things that could be improved here? (S-R compatibility of controls; reaching over the burners to get to the controls)
  6. Much of what you will be designing is visual…software is largely visual, Web pages, signs, and so on. So you need to pay extra attention to the visual world you create. This is from a road in Mexico. You can see this, and other examples at baddesigns.com. So which way should you go? Quick, quick! It really means do not go to the right.
  7. This is an actual intersection in California. Ugly. Just ugly. But what makes it so bad? Clutter, small signs, competing signals. If you were turning left, which light is “yours”?
  8. Uhh, this is an actual web page! It’s not even fake! What do these people sell? What is their address? And what is up with that background image?!!
  9. So what is it that makes a design GOOD? Functionality Speed & efficiency Reliability, security, data integrity Consistency, BUT MOSTLY, USABILITY Now, how do we get there?!! How can we make good designs?
  10. It starts with a PHILOSOPHY that puts the human in the center of the design, regardless of what the product or application is. Somehow, somewhere, a human will be affected by your design.
  11. There is a secret society known as Human Factors professionals. Some of us are engineers, some psychologists, some work in other fields. We all share a common set of principles (and a secret handshake), that include the following: Systems are built for humans; they must be designed for the user Recognize individual differences; appreciate the design implications of these factors Recognize the design of things, procedures, etc., influences human behavior and well-being Emphasize empirical data & evaluation Rely on the scientific method and test hypotheses Things, procedures, environments, and people do not exist in isolation
  12. Now, many people claim us use Human Factors in their designs… and many do. But let me say a few words about what Human Factors is NOT: NOT just applying checklists and guidelines These can help, but USD is a whole philosophy NOT using oneself as the model user Know your real users; recognize variation in humans NOT just common sense Knowing how to design a fire alarm so it will be heard over background noise is not something we all know. The HF specialist knows where or how to get the information needed to answer design questions
  13. User Centered Design is a way to help you identify the human factors that will be important in your design. It is not foolproof. It does not replace training, experience, and practice. But it can help. It will drastically reduce the amount of things you need to consider in your design. It will help you focus. And it will document your design process, which may be needed if you have to hand the project off to someone else, or if you ever have a problem with the product. You can go back and retrace the design decisions
  14. As I mentioned, User Centered Design is a philosophy, a Tao, a Way, a path. It is a circular path, including the original design, an implementation of the design, use and evaluation of the design, and further changes to the design. There is no real starting or ending point. You may think that Design is the first thing. Ahh, grasshopper, you would be mistaken. See, even when you create the first design of something, you bring into that all the previous experience you and other users have with other things in the world. So which comes first, the design or the implementation or the use and evaluation?… I’ll leave you to meditate on that…
  15. There may not be a start or a stop to the Tao of UCD, but there are some steps to help you get through it. Here is an overview. I’ll quickly describe each step, and then come back to this summary. Remember that I am flying through all this. This is merely an introduction to the concepts here. You’ll get a chance to practice all these things in your homework assignment, but don’t feel like you need to know it all right now. Basically, you must learn by doing. Here we go: Define the Context Describe the User Task Analysis Function Allocation System Layout / Basic Design Mockups & Prototypes Usability Testing Iterative Test & Redesign Updates & Maintenance
  16. First off, you need to determine what the context is. Note that this is not the specific local environment, but rather the larger type of world that your system needs to exist in. … And most importantly, WHAT ARE THE DESIGN IMPACTS OF THE CONTEXT?!!!
  17. Next, describe your user. Know your user. This is certainly the most crucial step, and in your homework, the step that I want you to spend the most energy on. Consider their: Physical attributes(age, gender, size, reach, visual angles, etc…) Physical work places(table height, sound levels, lighting, software version…) Perceptual abilities(hearing, vision, heat sensitivity…) Cognitive abilities(memory span, reading level, musical training, math…) Personality and social traits(likes, dislikes, preferences, patience…) Cultural and international diversity(languages, dialog box flow, symbols…) Special populations, (dis)abilities
  18. Once you know the Context and have described the User, you need to know what the users actually do in relation to this system. In a professional system, this is a critical element, since it is often the case that no one person can describe what goes on. And certainly the Human Factors engineer or the designer may not know in detail what a fighter pilot or assembly line worker, or a kid interacting with a new GameBoy does. Remember that this is about the USER, not the customer. Often the customer is very different from the USER. You observe, take notes, videotape, use computer keystroke and mouse movement software, eye-tracking, etc. It can be a big deal. You list all the things the person and system does, then try to abstract it into generic tasks. This lets you know what is going on.
  19. Then, once you know the tasks that are occurring, you can decide what needs to be done by the various parts of the system. Remember to think outside the box, and to feel empowered to re-allocate tasks that have traditionally been allocated to a particular part of a system. Base your allocation on what you know about the system elements. Most importantly, include what is known about human abilities and limitations. For example, the complex task of exploring and navigating may be best left to a human, but the task of remembering a long series of numbers may be best left to a computer system. Don’t forget the requirements of the Context, such as cost, failsafe behavior, minimum performance, and so on.
  20. At this point you create a summary of the system components, often with an overview of the larger system in which they fit. If you were designing a spreadsheet, you might describe the whole office suite briefly. Then you get into the elements of the spreadsheet components. You create a basic design, and layout. You then cross check this with the specs that you have, the constraints, requirements, and so on.
  21. Based on the layout, you can create simple prototypes of the system. If it is visual, you can sketch it. If it is a physical object, you might quickly build it out of clay. Sounds can either be described, or mocked up as well. The point is speed, and not accuracy. You are building a prototype, not a finished product. Crude methods are just fine !! Pen and paper, whiteboard, whatever.
  22. Then you have people use the system prototypes, as best they can. You can do a sort of wizard of oz thing where you work with them to make believe what would happen if they clicked a certain button, or moved a joystick in a given direction. You take lots of notes, videotape, and so on, and try to get all the reactions you can. Encourage the person to talk aloud as they do this. Try not to interfere, as much as that is possible. Note that very useful information can be gathered from a very small number of users, at this stage. Later on you will need more people, but for now, just a few is fine. Again, I am not going into all the details of how to conduct usability testing here. This is not a course in that. The main thing you need to know is that it exists, that you should use it, and that it is helpful.
  23. Then you go back and do it all again! Plan to do several iterations of testing, redesign, and more testing. Of course, in the real world you need to live within the limits of cost and time, but fight to include a few iterations at the very least in your design process.
  24. One last point that is often overlooked is including updates and maintenance of whatever you design. Be clear about how you will evaluate your system once it is out in the wild, how you will design it to be upgraded, and so on. Fo rexmaple, if you know that web browsers are changing constantly, then figure out how your design will accommodate that.
  25. Okay, so here is the overview again. These are listed in the handout, and these slides will be available on your web site.
  26. A few final points about focusing your efforts in UCD. There are real-world constraints Cutting out steps is not the way to economize! Optimize the efficiency of each step Here: Focus on the context and the user, to get the most value for the time spent