workshop conducting a heuristic evaluation of a museum web site to improve its usability david...

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Workshop Conducting a Heuristic Evaluation of a Museum Web Site to Improve its Usability David Farkas University of Washington, College of Engineering Werner Schweibenz University of Saarland, Dept. of Information Science Museums and the Web 2001

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WorkshopConducting a Heuristic Evaluation

of a Museum Web Site to Improve its Usability

David Farkas

University of Washington, College of Engineering Werner Schweibenz

University of Saarland, Dept. of Information Science

Museums and the Web 2001

Museums & the Web 2001 2

Overview

1 Usability - Definitions

2 Usability Engineering for the Web

3 Methods for Usability Engineering

4 Heuristics for Evaluation

5 Application of the Findings

6 Conclusion

Museums & the Web 2001 3

Usability - Definitions

"Usability is the measure of the quality of the user experience when interacting with something – whether a web site, a traditional software application, or any other device the user can operate in some way or another."

(Jakob Nielsen)

ISO 9241 Ergonomic requirements for office work with visual display terminals (VDTs)

Museums & the Web 2001 4

Usability and functionality

• Usability and functionality are attributes of a product. • Functionality refers to what you can do with the

product. Usability refers to how users actually use the product.

• "The functionality exists. But building functionality into a product, however, doesn't guarantee that people will be able to use it." (Dumas & Redish)

• "A product by itself has no value; it has value only insofar as it is used. Use implies users." (Dumas & Redish)

Museums & the Web 2001 5

2 Usability Engineering for the Web

• The Web is a complex graphical user interface but has to be instantly usable.

• "Usability rules the Web. Simply stated, if the customer can’t find a product, then he or she will not buy it." (Nielsen 2000)

• In the context of the World Wide Web, "usability refers to how easy it is to find, understand and use the information displayed on a Web site." (Keevil 1998)

Museums & the Web 2001 6

The Situation on the Web

• Nielsen estimated that there will be about 10 billion Web pages on the Internet by the Year 2001.

• Traditional user testing (deluxe usability) in the laboratory is too expensive to do.

• Discount usability engineering is our only hope. We need methods simple enough that people can do usability work, fast enough that people will take the time, and cheap enough that it's still worth doing.

• Heuristic evaluation is the right tool for discount usability engineering on the Web.

Museums & the Web 2001 7

3 Methods for Usability Engineering

• Usability engineering is a set of methods to design user-friendly products.

• There are a wide variety of methods.• Expert-focused (analytical) methods, e.g. heuristic

evaluation with experts as "surrogate users."• User-focused (empirical) methods, e.g. laboratory

tests with the thinking aloud method and actual users. • A combination of heuristic evaluation and laboratory

testing provides the greatest value from each method.

Museums & the Web 2001 8

Heuristic Evaluation

• "Heuristic evaluation is a way of finding usability problems in a design by contrasting it with a list of established usability principles." (Nielsen 1997)

• Advantage: five evaluators can find some 75 per cent of the usability problems

• Disadvantage: experts cannot step back behind what they already know ("surrogate users")

Museums & the Web 2001 9

Laboratory Testing with Thinking Aloud

• Thinking aloud "is the most fundamental usability method and is in some sense irreplaceable, since it provides direct information about how people use computers and what their exact problems are with the concrete interface being tested." (Nielsen)

• Advantage: tests supply a huge amount of qualitative data that show how actual users handle the product.

• Disadvantages: tests take place in a laboratory situ-ation and a lot of equipment and coordination is necessary to conduct the test.

Museums & the Web 2001 10

mixing console for the video cameras

video camera recor- ding the actions of the participant

video camera recording the actions on the screen

working place of the participant

participant

computer screenand keyboard

technicalassistant

thinking aloud

micro-phone

video recorder and tv for recording

test manager

notes

Usability Lab

Museums & the Web 2001 11

Usability Engineering Lifecycle

"Usability engineering is not a one-shot affair where the user interface is fixed up before the release of the product. Rather, usability engineering is a set of activites that ideally take place throughout the lifecycle of the product, ..." (Nielsen)

Museums & the Web 2001 12

Web siteheuristic

evaluation

developing test material

test tasksquestion-naires

user tests with thinking aloud

data from the user

tests

analysing the data of user tests and heuristic evaluation

suggestions for the

redesign

detected usa- bility problems, severity rating

The Web usability engineering lifecycle

Museums & the Web 2001 13

4 Heuristics for Evaluation

• Simple heuristics, e.g. 10 basic heuristics of Molich & Nielsen (1990)

• Complex checklists, e.g. Keevil‘s Usability Index (1998)

• Complex heuristics, e.g. Heuristics for Web Communication (2000)

Museums & the Web 2001 14

Heuristics of Molich & Nielsen

• Simple and natural dialogue• Speak the user´s language• Minimize the user´s memory load• Consistency• Feedback• Clearly marked exits• Shortcuts• Precise and constructive error messages• Prevent errors• Help and documentation

Museums & the Web 2001 15

The Keevil Usability IndexThe Usability Index consists of 203 questions arranged in five

categories: • Finding the information: Can you find what you want?• Understanding the information: After you find the

information, can you understand it?• Supporting user tasks: Does the information help you

perform a task?• Evaluating the technical accuracy: Is the technical

information complete?• Presenting the information: Does the information look like a

quality product?

Museums & the Web 2001 16

Findings of the Usability Index

• The usability index is calculated from the total number of 'yes' answers divided by the total numbers of 'yes' and 'no' answers.

• The 203 questions leave room for interpretation.• In the Saarland Museum study, the Keevil Usability

Index for 15 evaluators ranged from 29% to 55%, the arithmetic mean being 47%. The deviation is due to the bias of the evaluators in interpreting the questions.

Museums & the Web 2001 17

The Heuristics for Web Communication

• The Heuristics for Web Communication are a set of five heuristics with the scope on information-oriented Web sites.

• They were developed for an International Summer Workshop Exploring a Communication Model for Web Design, Seattle, WA, July 10-17, 1999.

• They cover all important aspects of Web commu-nication: displaying information, navigation, text comprehension, role playing (i.e. author-reader relationship), and data collection for analyzing interaction.

Museums & the Web 2001 18

The Heuristics for Web Communication

• Advantages: they are both design-oriented, i.e. they can be used as guidelines for designing a prototype, and evaluation-oriented, i.e. they can be used for evaluating an existing Web site. Their function in the design process is both idea-generating and troubleshooting.

• Disadvantages: they are applicable to information-oriented Web sites only; and they are complex and that it takes some time and effort to learn how to apply them.

Museums & the Web 2001 19

The Heuristics for Web Communication

• Special Issue of the Journal of Technical Communication, August 2000, Vol. 47, No. 3, available in print and online.

• Quicklists for Web Communication. In: Technical Communication Online, August 2000, Vol. 47, No. 3., Internet, URL http://www.techcomm-online.org/shared/ special_col/quicklists/menu.htm

Museums & the Web 2001 20

Heuristic Evaluation of Web Sites

A heuristic evaluation can be conducted in several steps:• Forming teams of 4 or 5 expert as evaluators• Getting to know the Web site (ca. 15 min browsing)• Individual evaluation of the Web site by each expert

using one of the heuristics (ca. 60 to 90 min)• Severity rating of uncovered problems in teams (ca. 60

to 90 min)• Presentation of the findings of all the involved teams• Collecting the findings and writing an evaluation report

Museums & the Web 2001 21

Severity Rating of the Findings

Rating categories according to Nielsen:• 0 I don't agree that this is a usability problem at all • 1 Cosmetic problem only: need not be fixed unless

extra time is available on project• 2 Minor usability problem: fixing this should be

given low priority• 3 Major usability problem: important to fix, so

should be given high priority• 4 Usability catastrophe: imperative to fix this before

product can be released

Museums & the Web 2001 22

Findings of the Heuristics

• The heuristics detect a great number of usability problems: inconsistent use of link colors, no text messages for graphic links, complicated sentences, deficits in page structure and organization, lack of informative titles, overuse of bold and italics, meaningless animation, flaws in the author-reader relationship etc.

• These problems are real usability problems but might not observable in user testing, because average users do not realize that they cause problems because they lack the background knowledge in Web design.

Museums & the Web 2001 23

5 Application of the findings

The findings of the heuristic evaluation

can be used

• for a redesign of the Web site.

• for generating ideas for the further development of the Web site.

• for developing test tasks for laboratory tests with actual users.

Museums & the Web 2001 24

6 Conclusion• The Heuristics for Web Communication proved

to be applicable tools for heuristic evaluation.

• The heuristics support a structured evaluation and help both to find and to solve usability problems.

• In contrast to simple checklists, they give the evaluators some scope for interpretation while offering guidence at the same time.

• A heuristic evaluation can be complete by a few evaluators in a few days.

Museums & the Web 2001 25

Thanks for listening. Any questions or comments?

For information on the heuristics please contact

David Farkas, [email protected]

Fon: 206-685-8659

For information on evaluation please contact

Werner Schweibenz, [email protected]

Fon: +49-681-302-3542