using the new usability guidelines book department of energy interlab 2006 october 25, 2006

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Using the New Usability Guidelines Book Department of Energy interLab 2006 October 25, 2006 ------------------------------------------------ Nicole Burton General Services Administration

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Using the New Usability Guidelines Book Department of Energy interLab 2006 October 25, 2006 ------------------------------------------------ Nicole Burton General Services Administration. Introduction. My background How I became a usability specialist. Our Objective. - PowerPoint PPT Presentation

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Page 1: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Using the New Usability Guidelines Book

Department of EnergyinterLab 2006

October 25, 2006

------------------------------------------------

Nicole BurtonGeneral Services Administration

Page 2: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Introduction

My background How I became a usability specialist

Page 3: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Our Objective

To build practical design skills To enhance our community of practice Guidelines book should not be

shelf-ware!

Page 4: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Introduction to User-Centered Design and Guidelines book

Selected guidelines Best Practices and Usability Resources The 4 “E’s” (plus the 5th “E”) Discussion Raffle two Guidelines books

What We’ll Cover

Page 5: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

What Is Usability?

Usability: “Fitness to Purpose”The quality of a user's experience when interacting

with a product or system — a website, a software application, mobile technology, or any user-operated product.

User-Centered DesignUCD is a flexible yet structured development

methodology driven by specified, task-oriented business goals, and the recognition of user needs, limitations, and preferences

Page 6: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

What does Usability Measure?

Usefulness Degree to which users can successfully achieve

goals/complete tasks Ease of Use

Ability of users to accomplish goals with speed & ease Ease of Learning

Ability to operate the system to some defined level of competence after some predetermined amount of training

Satisfaction Attitude of users, including perceptions, feelings and

opinions of the product

Page 7: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

User-Centered Design Model

DefineDesign

Page 8: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

The Traditional Development Process

Page 9: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Why Is Usability Important to Government?

Federal Government: largest single producer, collector, consumer, and disseminator of information in the world

Government provides critical information…benefits, health info, safety alerts, commerce, education…

97 million adult Americans, or 77% of Internet users, took advantage of e-gov in 2003, whether that meant going to government websites or emailing government officials. This represented a growth of 50% from 2002. (Pew Internet in American Life, 2003)

Page 10: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Why Is Usability Important?

Page 11: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

FedBizOps.gov

Page 12: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006
Page 13: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Usability.gov

Page 14: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Research-Based Guidelines

Page 15: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Guideline Categories

Design Process and Evaluation

Optimizing the User Experience

Accessibility Hardware and SoftwareThe Homepage Page LayoutNavigationScrolling and Paging Headings, Titles, & Labels

LinksText Appearance Lists Screen-Based Controls (Widgets) Graphics, Images, & Multimedia Writing Web Content Content Organization Search Usability Testing

Page 16: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Chapter 1: Design Process and Evaluation

Page 17: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

1:1 Provide Useful Content

Guideline: Provide content that is engaging, relevant, and appropriate to the audience.

Importance

Evidence

Page 18: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

1:3 Understand and Meet User’s Expectations

Guideline: Ensure the Web site format meets user expectations, especially related to navigation, content, and organization.

Importance

Evidence

Page 19: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

1:4 Involve Users in Establishing User Requirements Sources: 7

Importance

Evidence

• Field studies/Contextual interviews (watching users doing real work onsite) www.sitepoint.com/article/contextual-enquiry-primer

• User interviews/user gatherings

• Surveys & focus groups

• Help desk logs & webmaster E-mail

• Search logs and Web analytics

Page 20: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

1:5 Set and State Goals Sources: 3

Guideline: Identify and clearly articulate the primary goals of the website before beginning the design process.

Before starting design work, identify primary goals of the website (educate, inform, entertain, sell, etc.). Goals determine the audience, content, function, and the site’s unique look and feel. Communicate the goals to, and develop consensus for the site goals from, management and those working on the website.

Importance

Evidence

Page 21: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

1:5 Set and State Goals Sources: 3

A technique for expressing this on your site: goal statement or tagline

• Clearly explain what you do

• Describe your primary audience

• Describe what makes you unique amongst your competitors

Importance

Evidence

Page 22: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

1:5 Set and State Goals Sources: 3

Importance

Evidence

Page 23: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

1:5 Set and State Goals Sources: 3

Importance

Evidence

Page 24: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Sources: 3

Importance

Evidence

Usability Through User-Centered Design

Example of Persona – Novice CRMiguel

Type: Title XVI Novice, bilingual, outstanding scholarPersonal Characteristics: 23 year old male, bilingual in Spanish, BA in business. Very computer literate in Windows-based applications and the Internet, but had never

encountered mainframe applications until coming to work at SSA. Thinks the CICS applications are overly complex and difficult to learn with their cryptic screens and codes.

Ambitious. Eager to do good job, because he wants to get into regional or central office management,. If he doesn’t think his career is progressing quickly enough, he would have no qualms leaving the Agency.

Experience: Just finished IVT training six months ago.He is finding it difficult to translate SSA jargon

and concepts into Spanish. As a new CR often encounters things in a claim interview that he does not know how to

handle. He may not know what words to use to research the issue. There are some times when he makes mistakes because he doesn’t know what he doesn’t know.

Finds it hard to relate questions and issues to correct SSA terminology. This frustrates his attempts to find policies and procedures in PolicyNet.

Finds MSSICS extremely complex and frustrating. Usually needs help to resolve the many edits he receives.

Has problems explaining program rules to applicants and is not confident when claimants challenge what he says.

Overwhelmed by the volume of work and how much there is to learn. His mentor answers questions as asked, but sometimes Miguel doesn’t know he needs to ask.

Gets transmittal training bi-weekly for SSI CRs in addition to IVT broadcasts that come out.

Job Role:

1:11 Use Personas

Page 25: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Sources: 3

Importance

Evidence

1:11 Use Personas

Persona Information Categories:

• Personal Characteristics (Name, Age, Sex, Marital Status, Vehicle, Photograph)

• Experience and Education

• Goals and Motivations

• Job Role

• User Needs & Design Implications

Page 26: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Sources: 3

Importance

Evidence

• Personas focus attention on specific users

• Personas reduce self-referential decisions

• Personas are a good team-building exercise

• Three to five personas is optimal

• Designate a primary persona

• Visibly display personas as posters

1:11 Use Personas

Page 27: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Chapter 2: Optimizing the User Experience

Page 28: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

2:2 Increase Web Site Credibility

Sources: 4

Importance

Evidence

• A physical address is provided on the homepage and all major points of entry

• Frequently asked questions are provided AND are useful

Page 29: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

2:2 Increase Web Site Credibility

Sources: 4

Importance

Evidence

www.firstgov.gov/webcontent/getting_started/naming/sponsorship.shtml

Page 30: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

2:2 Increase Web Site Credibility

Sources: 4

Importance

Evidence

• Organization providing the information is highly visible

• Site is arranged in a logical way

• Provides phone numbers

• Dates are provided up-front and are kept current

Page 31: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Chapter 3: Accessibility

Page 32: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Government Best Practices

www.firstgov.gov/webcontent/reqs_bestpractices.shtml

Page 33: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

3:3 Do Not Use Color Alone to Convey Information

Sources: 14

Importance

Evidence

Page 34: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Sources: 14

As seen by non-colorblind users.

Importance

Evidence3:3 Do Not Use Color Alone to Convey Information

Page 35: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Sources: 14

As seen by 5% of the population.

Importance

Evidence3:3 Do Not Use Color Alone to Convey Information

Page 36: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

3.3 Do Not Use Color AloneSources: 14

Imporance

Evidence

X This information is required.

Page 37: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Chapter 4: Hardware and Software

Page 38: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

4:1 Design for Common Browsers

Sources: 4

thecounter.com, August 2006

Importance

Evidence

Page 39: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

4:1 Design for Common Browsers Sources: 4

webusability.com

Importance

Evidence

Page 40: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

4:1 Design for Common Browsers Sources: 4

Importance

Evidence

Page 41: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Chapter 5: The Homepage

Page 42: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Sources: 4

All major topic areas and categories are presented at the homepage level.

Importance

Evidence5:2 Show All Major Options on the Homepage

Page 43: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Sources: 4

Importance

Evidence5:2 Show All Major Options on the Homepage

Page 44: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Sources: 4

Importance

Evidence5:3 Create a Positive First Impression

Updated as of 5/30/05

Page 45: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Sources: 4

Importance

Evidence5:3 Create A Positive First Impression

DOE Office of Health, Safety & Security

Page 46: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Chapter 6: Page Layout

Page 47: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

6:3 Place Important Items at Top Center

Sources: 10

Importance

Evidence

1

23

4

Page 48: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

6:3 Place Important Items at Top Center

Sources: 10

Importance

Evidence

Page 49: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Chapter 9: Headings, Titles, and Labels

Page 50: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Sources: 7

Link labels are clear and distinct, allowing users to distinguish paths quickly.

Importance

Evidence

9:1 Use Clear Category Labels

Page 51: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Sources: 7

Importance

Evidence9:1 Use Clear Category Labels

Matching Labels

Page 52: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Chapter 10: Links

Page 53: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Sources: 7

Importance

Evidence

10:1 Use Meaningful Link Labels

Page 54: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Chapter 15: Writing Web Content

Page 55: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

15:3 Use Familiar Words Sources: 1

Importance

Evidence

Page 56: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Chapter 16: Content Organization

Page 57: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Sources: 18

Illustrates the ten steps

Importance

Evidence16:1 Organize Information Clearly

Page 58: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Sources: 18

Importance

Evidence16:1 Organize Information Clearly

Page 59: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Sources: 18

Importance

Evidence16:1 Organize Information Clearly

Page 60: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Sources: 16

Importance

Evidence16:2 Facilitate Scanning

Page 61: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Chapter 17: Search

Page 62: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Sources: 16

Importance

Evidence

1:8 Be Easily Found in the Top 10

Page 63: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

17:2 Ensure Usable Search Results

Sources: 7

Importance

Evidence

Page 64: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

17:4 Provide a Search Option on Each Page

Sources: 7

Importance

Evidence

Page 65: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

17:4 Provide a Search Option on Each Page

Sources: 7

Importance

Evidence

Provide at least 36 characters in Search Box

Page 66: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

18:1 Use an Iterative Design Approach Sources: 9

Guideline: Develop and test prototypes through an iterative design approach to create the most useful and usable website.

Iterative design consists of creating paper and software prototypes, testing the prototypes, and then making changes based on the test results. The “test and make changes” process is repeated until the website meets performance benchmarks (“usability goals”). When these goals are met, the iterative process ends. Software tools are available to assist and facilitate the development of prototypes. Establish an ongoing evaluation strategy (customer satisfaction, usability testing, etc.).

Importance

Evidence

Page 67: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Usability Objectives

Ease of Use Examples At least 95% of typical users will complete a

specific task (“find a clinical trial”) in less than three minutes

At least 90% of users will find information on a specific topic (“risks related to taking aspirin”) within 30 seconds

The average time to complete a particular task (“make an airline reservation”) will be 10% faster when using the revised website than when using the current website

Page 68: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

World Usability Day – Chicago-11/14/2006

www.worldusabilityday.org/event/show/63

Page 69: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

5 E’s of Implementation

Education Enforcement Exemption Enhancement Empowerment

Page 70: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

1st E: Education

Use the guidelines to make design decisions

Share and discuss the info with your colleagues Available at

www.usability.gov/pdfs/guidelines.html Use research to support your viewpoint Educate us: Send feedback on how you’re

using it or additional research

Page 71: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Webcontent.gov, Web Manager University, Usability.gov, Guidelines Book

Page 72: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

2nd E: Enforcement

Incorporate the guidelines in your design process

Create a culture that emphasizes the value of research (over opinion)

Ensure research is being used Don’t forget to verify their use Balanced with…

Page 73: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

3rd E: Exemption

Balanced with Enforcement Do not let guidelines stifle creativity Encourage innovation not anticipated

by existing research Allow for exceptions Don’t ignore what you know about

your users

Page 74: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

4th E: Enhancement

A living document in a fast-changing field

Biennial updates Customize: Add ‘local’ standards,

guidelines, best practices

Page 75: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

5th E: Empowerment IT Spending: 50% of Federal budget Do your tax dollars support usable design? We are the stakeholders! Government can lead the way (i.e. Internet) “Never doubt that a small group of

thoughtful, committed people can change the world. Indeed, it is the only thing that ever has.” Margaret Mead

Page 76: Using the New Usability  Guidelines Book Department of Energy interLab 2006 October 25, 2006

Contact Information

[email protected] General Services Administration

(GSA), FirstGov Division,Web Best Practices Group

(202) 219-0820