Difference between revisions of "Personas"

From MPDLMediaWiki
Jump to navigation Jump to search
m
 
(6 intermediate revisions by one other user not shown)
Line 1: Line 1:
{{Template:TemplateUIE_Activities}}
{{Template:TemplateUIE_Activities}}
<div style="float:left; width:70%; margin-bottom:3em;">
<div style="float:left; width:70%; margin-bottom:3em;">
==Introduction==


Publication Management within the MPG is driven by three types of users:
Publication Management within the MPG is driven by three types of users:


#Scientists
#Librarians
#Librarians
#Scientists
#Secretaries
#Secretaries


From usability interviews data was collected to get a picture about the audience, their abilities experience and work environment.
From usability interviews data was collected to get a picture about the audience, their abilities experience and work environment.


'''Example of Data Collected'''
'''Example of Data Collected (Pullout only)'''


{| {{prettytable}} style="font-size:10px; line-hight:0px;"
{| {{prettytable}} style="font-size:10px; line-hight:0px;"
Line 54: Line 56:
|}
|}


==Creation of Virtual Persons==


==Usability Interviews (Thinking Aloud)==
From the collected data three virtual persons were shaped with a set of average attributes. Based on this set and enriched with personal impressions from interviews the social background was added to make the person more vivid.


Interface releases are tested together with potential users from institutes of the Max Planck Society. They perform tasks covering important application functionality. An interviewer tracks feedback and observes user interactions. All issues are noted down. The test result is accumulated if at least 8-11 interviews are performed. A summary is given at the end of the interview series which leads to measures and changes in the interface.
[[Image:all_personas.png|center|500px|Personas ]]


The following table shows what is needed to conduct an interview at an institute.
</div>
 
'''Setup'''
 
{|{{Prettytable}}
|-
!bgcolor = #eee |Participants
|
1
|-
!bgcolor = #eee |Supervisor
|
1 plus 1 visitor (optionally, usually developers)
|-
!bgcolor = #eee |Equipment
|
<ol>
<li>PC</li>
<li>Internet connection</li>
<li>Tasklist (provided by UIE)</li>
<li>Test Form (provided by UIE)</li>
<li>Recording Device (optionally) </li>
</ol>
|-
!bgcolor = #eee |Duration
|
1h
|-
!bgcolor = #eee |Results
|
Document with notes on user actions for each action/step.
 
The results are analysed after 6 - 8 interviews towards a statistic, providing GUI issues ordered by functional area and tasks.
|-
!bgcolor = #eee |Steps
|
<ol>
<li>Short Introduction</li>
<li>Participant solves task independently</li>
<li>Open questions/diskussion</li>
</ol>
|}
 
 
Usability interviews are conducted to discover, document and classify usability issues for
 
* a specific release (e.g. PubMan 2.0.0.1)
* a functional prototype
* a prototype draft
 
Up to 8 interviews are usually sufficient to discover the main flaws of a GUI. The interviewer just provides tasks for his participant. The participant does all tasks on his own and should be encouraged to comment on his actions. It is not recommended for the interviewer to interfere in any form. If the participant gets stuck and there are important steps to follow, he gets a hint how to continue.
 
Interviews can be recorded optionally if participants agree. If a participant is not able to solve a task or step it will be noted as a fatal usability issue. For later interviews with a more standardized set of tasks the issues are to be classified in the following way:
 
#Fatal (Task could not be finished successfully or in a proper way)
#Serious (Task could not be finished on the first attempt or user performance is bad)
#Minor = (The user hesitates, is not sure or does not feel comfortable with the flow)
 
For each interview the UIE team provides an interview outcome. The document contains all tasks, observation notes and comments of participants. Additionally the interviews collect demographic characteristics as well to prepare data needed for personas. After a valid number of interviews exists they are analysed and summarized.
 
=== Interview Form Example ===


{| {{prettytable}} style="font-size:10px; line-hight:0px;"
[[Category: User Interface Engineering]]
| align="center" style="background:#f0f0f0;"|'''Submission'''
| align="center" style="background:#f0f0f0;"|
| align="center" style="background:#f0f0f0;"|
| align="center" style="background:#f0f0f0;"|
| align="center" style="background:#f0f0f0;"|
| align="center" style="background:#f0f0f0;"|
| align="center" style="background:#f0f0f0;"|'''Participant 01'''
| align="center" style="background:#f0f0f0;"|
| align="center" style="background:#f0f0f0;"|
| align="center" style="background:#f0f0f0;"|'''Participant 02'''
| align="center" style="background:#f0f0f0;"|
| align="center" style="background:#f0f0f0;"|
| align="center" style="background:#f0f0f0;"|'''Participant 03'''
| align="center" style="background:#f0f0f0;"|
|-
| ||'''Nr.'''||'''Task'''||'''Nr.'''||'''Step'''||'''Status'''||'''Issue Comment (Observation)'''||'''Type'''||'''Status'''||I'''ssue Comment (Observation)'''||'''Type'''||'''Status'''||'''Issue Comment (Observation)'''||'''Type'''
|-
| ||'''1'''||'''Submit a publication item detailled'''||||||||||||||||||||||
|-
| ||||||1||clicks submission in the Main menu||OK||||||OK||No choosed it from startpage content||||OK||||
|-
| ||||||2||clicks on full submission||OK||Automatically chosen||||OK||Easy Submission||||OK||||
|-
| ||||||3||clicks a collection (optional)||OK||Automatically chosen||||||||||OK||||
|-
| ||||||4||identifies group basic||||||||||||||OK||||
|-
| ||||||5||selects genre = journal article||||||||OK||||||OK||||
|-
| ||||||6||fills title||||||||OK||||||OK||||
|-
| ||||||7||identifies group person & org||||||||OK||||||OK||||
|-
| ||||||8||enters author name, role||||||||OK||||||OK||||
|-
| ||||||9||clicks on select or types manually||||||||Serious||Did\'t use Affiliation input (mixed up with source)||Procedure||OK||After automatic detection all authors must be entered||
|-
| ||||||10||clicks an organization in tree (optional)||||||||Serious||Used \"Help\" to get information (not helpful).||Procedure||||||
|-
| ||||||11||identifies group details||||||||OK||||||OK||||
|-
| ||||||12||fills a date||||||||OK||||||OK||||
|-
| ||||||13||identifies group source||||||||Serious||Mixed up source data and publ. Data||Procedure||OK||||
|-
| ||||||14||fills genre and title||||||||Minor||Was looking for \"Sternderl\"||Position||OK||||
|-
| ||||||14||clicks on the button ‘submit‘||||||||||Validation cycle! (Aff. Missing)||||OK||||
|-
| ||||||End||||||||||OK||||||OK||||
|-
| ||'''2'''||'''Upload 2 different files'''||||||||||||||||||||||
|-
| ||||||1||identify group ‘file’||||||||OK||||||OK||||
|-
| ||||||2||click on browse||||||||OK||||||OK||||
|-
| ||||||3||click on upload||||||||OK||||||OK||||
|-
| ||||||4||enter file properties||||||||OK||||||OK||||
|-
| ||||||5||operate ‘add’||||||||OK||||||OK||||
|-
| ||||||6||repeat actions two times||||||||OK||||||OK||||
|-
| ||||||End||||||||||OK||||||OK||||
|-
| ||'''3'''||'''Save Locator/File'''||||||||||||||||||||||
|-
| ||||||1||Type URL in input field||||||||OK||||||OK||||
|-
| ||||||2||Click upload link||||||||OK||||||OK||||
|-
| ||||||3||Choose content category||||||||OK||||||OK||||
|-
| ||||||End||||||||||OK||||||OK||||
|-
| ||2||Use item as template||||||||||||||||||||||
|-
| ||||||1||go to workspace||||||||OK||Hard to find from Submission back||||OK||||
|-
| ||||||2||click on title to enter item version view||||||||Serious||Did not realize the linked title||Procedure||OK||||
|-
| ||||||3||click on ‘use as template’||||||||||||||OK||||
|-
| ||||||End||||||||||OK||||||OK||||
|-
| ||'''4'''||'''Add 2 organizations for an author'''||||||||||||||||||||||
|-
| ||||||1||||||||||OK||||||OK||||
|-
| ||||||2||||||||||OK||||||OK||||
|-
| ||||||3||||||||||OK||||||OK||||
|-
| ||||||End||||||||||OK||||||OK||||
|-
|
|}
 
==GUI Workshops==
 
For GUI changes, enhancements or new GUIs interface drafts can be discussed and shaped together with potential users. The most problematic part is to get at least 6 people who are interested and skilled to take part in interface shaping directly.
 
Participants should know about basic interface controls and their mode of operation at the frontend. At the same time they need to have a clear understanding of available functionality.
 
UIE Workshops can help clarify
 
*how users approach their tasks
*how they expect the interface to behave
*employed metaphors
 
Two kinds of workshops are applied if necessary:
 
#Card Sorting
#Wireframes
 
'''Setup'''
 
{|{{Prettytable}}
|-
!bgcolor = #eee |Participants
|
5 - 8
|-
!bgcolor = #eee |Supervisor
|
1 - 2
|-
!bgcolor = #eee |Equipment
|
Equipment provided by UIE Team
|-
!bgcolor = #eee |Duration
|
4h - 6h
 
|-
!bgcolor = #eee |Result
|
A rough draft of a graphical user interface part.
|-
!bgcolor = #eee |Steps
|
<ol>
<li>Introduction to a GUI task</li>
<li>Participants work on paper prototypes</li>
<li>Question and Answers</li>
<li>Comparison of Results</li>
<li>Clustering</li>
<li>Rework if necessary</li>
<li>Preparation plus dissamination of results</li>
 
</ol>
|}
 
For each workshop the UIE team prepares a topic.
 
==Software Based Evaluation==
 
An open source heat map application has been installed to track user interactions along with their mouse actions. The results did not deliver the required quality of feedback and the solution was not extendible towards more dynamic interfaces. Software based evaluation is on hold since then.
 
</div>
[[Category:User Interface Evaluation| ]]

Latest revision as of 08:03, 17 May 2011

Introduction[edit]

Publication Management within the MPG is driven by three types of users:

  1. Scientists
  2. Librarians
  3. Secretaries

From usability interviews data was collected to get a picture about the audience, their abilities experience and work environment.

Example of Data Collected (Pullout only)

Person ' Participant 01 Participant 02 Participant 03
Group Scientist Scientist Scientist
Environment Desktop space Good Good Good
External Help IT Services IT Services IT Services
Noise and distraction None None None
Browser Netscape 7.02, Safari current FF3 FF3
Legathy applications MS Office Appicarions MS Office, Citavi MS Office, Citavi, Mail Client (Thunderbird)
Workload Workload High Low Low
Personal Background Age (Average) 45 25 30
Nationality German German German
Educational Background Higher Master Higher
Gender Female Female Female
Professional Background Percentage of Work spent with applications 75 50 80
Percentage of web applications involved 10 15 30
Professional background (Years) 15 1 1
Employment context Employment Max Planck Max Planck Max Planck

Creation of Virtual Persons[edit]

From the collected data three virtual persons were shaped with a set of average attributes. Based on this set and enriched with personal impressions from interviews the social background was added to make the person more vivid.

Personas