User Interface Evaluation/Easy Submission

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Easy Submission, Advanced Search and Export[edit]

Place: Max Planck Institute for Psycholinguistics, Postbus 310, NL - 6500 AH Nijmegen
Date: 06.03.2008
Status: To be summarized
Agenda:

9:30 Preparations
10:00 Introduction of team UIE and Workshops

  1. Briefing Easy Submission
  2. Easy Submission
  3. Clustering of outcome
  4. Briefing Advanced Search
  5. Advanced Search

12:00 Break

  1. Clustering of outcome
  2. Briefing for Export
  3. Export
  4. Clustering of outcome
  5. Validation of Icons and Wording

13:30 Short break

  1. Discussion of varieties
  2. Expectations and further proceedings
  3. Presentation of interview results from last visit


15:00 End

General[edit]

A team of 6 participants worked on 4 GUI components for PubMan R3 and future releases. The main topic was 'Easy Submission'. Goal of the workshop was to gather user feedback from librarians and scientists.

Remarks to notes:

  • The remark OK meens all participants agreed to what has been discussed
  • The number in brackets is a hint on how many participants agreed


Working on the PubMan GUI

Summary of Workshop Results[edit]

Easy Submission, Step 1[edit]

Wording[edit]

  • 'Fetch MD' is not understandable (more explanation needed)

Design[edit]

  • Two separate options 'Fetch MD' and 'Import Local References'
  • 'Cancel' not needed

Easy Submission, Step 2[edit]

Wording[edit]

  • 'Collection' is not understandable (more explanation needed)
  • Previous/Next or Back/Forward (Back/Next was not as clear)

Notes for further workshops:
Put 'Collection' on questionnaire form.

Easy Submission, Step 2 (Manual)[edit]

Wording[edit]

  • 'Only genres defined in your…' delete sentence (6)
  • Please upload ONE OR MORE files …
  • Keys for (mandatory fields) should be more striking

Design[edit]

  • Feedback is expected to appear below entry
  • OK button after 'Content Category' is expected
  • URL entry: Not regarded as necessary. Use only upload file option (3) EASY SUBMISSION!!
  • Radio buttons for 'Please upload and Please define'. This will prevent filling in both.
  • Upload form and corresponding content category needs to be clearer. Can not be associated visually.

Easy Submission, Step 3 (Manual)[edit]

Wording[edit]

  • Note: Nr.: automatically and editable OK
  • Wording: Creator Type: delete (2), better author type
  • First Name, Last Name, „Affiliated to” better „Affiliation”

Design[edit]

  • Organisation Name: delete (1)
  • Role: could be genre dependent, delete (1), researcher will maybe find „author” to be the most basic/relevant info, after selecting institute get drop down list of possible authors available from AD’s, can go. Role can be genre depended.
  • Wording: Affiliated to: default MPI, perhaps hint could be given for how a „new” affiliation should be filled in (how can I fill in a „new” affiliation than?)
  • „Change order of authors“ needed
  • Filling in an author isn’t really necessary. Because the one who enters ES, is – in most cases - the corresponding author.
  • Button to add author

Easy Submission, Step 4 (Manual)[edit]

Wording[edit]

  • Preview should be more striking

Design[edit]

  • date published in print: content category specific (no date if preprint), if available, calendar button, hint could be given how to fill in a date, how to indicate month only…
  • Title OF SOURCE: (Track from the system, auto suggest, only a line to fill in)
  • Language English as default (3) because most were in e., is next to source field but what ist meant is language of publication, spell out the language (2)
  • subject: keywords, delete (4), unclear
  • If abstract is forthcoming (?), genre specific; should this be compulsory, is abstract submitted separately? If so can it be used? (?)

Easy Submission, Short Edit Preview[edit]

  • Add/View more Details: delete
  • No optional steps (Step numbering)

Easy Submission, Fetch Metadata[edit]

Design[edit]

  • sSciDoc, may not be a necessary option for easy submission?
  • Upload file: BibTex ... display some contents in case they got wrong file (Functional: EndNote as well needed)
  • View button: Next

Advanced Search[edit]

Wording[edit]

  • Search Tips needed
  • „add search term” instead of „add form”

Design[edit]

A less extensive search mask was discussed. A trade off between the large form as provided by Release 2/3 and a more condensed one with important fields only is regarded as suitable:

Proposal of a more flexible advanced search

Paginator[edit]

Design[edit]

  • paginator needs to be displayed only at the top of the page (1)
  • go to page… needed
  • don’t need first and last page
  • drop down „numbers of items a page” OK
  • Select boxes in the depositor workspace for multi selection not needed

Wording[edit]

  • Wouldn’t see a statement. Prefer a window (Fehlermeldung bei edit,… multiselection)
  • total number of results should be more clear


Display Types[edit]

Due to lack of time only multiselect/single select was discussed

  • Multiselection is not necessary always
  • Sigle select and actions are fine from the view item version page


Icons[edit]

Remark: The feedback was gathered with printed forms. These forms were created by the GUI Team and were exploited by UIE.

  • Add File: OK (6) Wording New or open file, Plus separate from picture
  • Add Organization: Add Source OK (4), Nothing (2)
  • Add Source: Wording!!!! Book with a +
  • Add Title: OK (2) Wording Add Info
  • Add User OK (3)
  • Cancel OK (4)
  • Edit OK (4)
  • Help OK (5)
  • Info OK (5)
  • Remove OK (4) Wording: delete
  • Save OK (3)
  • Search OK (4)
  • Upload OK (3) Wording: retrieve from system
  • Short Listview OK 2. (1); 3. (2) Wording Minimize view
  • Long Listview dto.
  • Submitted OK 2. (4)
  • Pending OK
  • Withdrawn OK
  • Released OK (bird flying away)
  • Under Rework OK Wording: revision
  • Do we need icons fort a state?

Comment: Allways a page it concerns text (documents)

Judgement on clarity of Icons and Wording

  • FAQ OK
  • Include files OK
  • Advanced Search OK
  • Organization Search ok
  • Given name First Name
  • Creator role unclear what it meant, creator
  • Confirm
  • Validate -
  • Save OK
  • Save and submit OK
  • Search Term OK
  • Subject/Topic Keywords? -2
  • Add Form -3, -1
  • Source unclear what it meant
  • Identifier -3, not clear to novices