1. INFM 700: Session 5 Techniques and Technologies (contd) Paul Jacobs The iSchool University of Maryland Wednesday, Feb. 22, 2012 This work is licensed under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 United States See http://creativecommons.org/licenses/by-nc-sa/3.0/us/ for detailshttp://creativecommons.org/licenses/by-nc-sa/3.0/us/

2. iSchool Todays Topics Research & Strategy – Parts Omitted Design & Documentation Process Research & Strategy Design & Documentation

3. iSchool Research & Strategy - Review Research: identify goals & issues User needs Organizational/context Content and other issues Strategy: build and sell the plan Process Research & Strategy Design & Documentation Context ContentUsers Business goals, funding, politics, culture, technology, human resources Data types, content objects, metadata, volume, existing structure Audience, tasks, user behavior, experience, vocabulary MR, p. 233

4. iSchool User Studies Process Research & Strategy Design & Documentation Why do we do user studies? How do we do user studies? Decide what we need to know (e.g., what works, what doesnt, priority tasks, how they find stuff, whats easy and whats hard to find) Design the test (range of users, difficulties) Collect data Analyze

5. iSchool User Studies – What to Test Process Research & Strategy Design & Documentation User needs (e.g., find a book) User desires (not necessarily needs, e.g., get it free, make it simple) User abilities (e.g., can they do it, can they find it) User methods (how they did it)

6. iSchool User Studies – What to Test Process Research & Strategy Design & Documentation Needs (conceptual), desires (preference), abilities & methods Timing & techniques www.adaptivepath.com

7. iSchool Explore User Studies – When to Test Process Research & Strategy Design & Documentation Mental Model Content Model Align MM & Content Define the Audience Prioritize IA & Interaction Diagrams and Prototypes Validate www.adaptivepath.com

8. iSchool User Studies – Protocols Process Research & Strategy Design & Documentation Develop a list, for example, of five tasks, based on: What is your site about? What features are most important? What features/parts do you want exercised You can also try to prioritize, or give them prioritized tasks Many other possibilities

9. iSchool User Studies – What to Look For Process Research & Strategy Design & Documentation Any apparent misconceptions or misunderstandings/confusion Mistakes that were consistently made/tasks they had trouble with Did they look frustrated? What worked? What were they able to do? Did they understand the site/what they were supposed to do? What did they like/find interesting? Did they do what was expected?

10. iSchool User Studies - Exercise Process Research & Strategy Design & Documentation Youre involved in a redesign of the site www.iainstitute.org www.iainstitute.org Conduct a user study (about 20 minutes) Determine what you need to know Identify a user Present the instructions to the user Have them do the test Analyze and report

11. iSchool User Studies - Analysis Process Research & Strategy Design & Documentation What did we learn about www.iainstitute.org?www.iainstitute.org What did we learn about user studies? What would we do in real life?

12. iSchool From Research to Strategy What have we learned from our research? What do we do next? Process Research & Strategy Design & Documentation

13. iSchool Strategy Goal of IA Strategy Elements of IA Strategy (e.g., TACT) What will it do? How? Impact (e.g., use of tools, technology, content, vendors, people) How much will it cost? What are the risks? Whats the Output? (see, e.g., Weather.com report, MR p. 281) Process Research & Strategy Design & Documentation

14. iSchool The Acme Component Organizations IA Plan September 2005, Best Practices Simplifying Information Architecture Process Research & Strategy Design & Documentation

15. iSchool Process Research & Strategy Design & Documentation Case Study: E-Bay http://terpconnect.umd.edu/~psjacobs/RUMM_Handout_or__final__paper.pps

16. iSchool Recap – Research & Strategy Research Why do we do it? How do we do it? Focus areas: users, organization, content Sample methods – surveys, card sorting, studies Deliverables Strategy Purpose Deliverables – presentations & plans Process Research & Strategy Design & Documentation

17. iSchool Segue: Strategy to Design Process Research & Strategy Design & Documentation Strategy has two purposes Communicate Articulate (abstract, top-down) Now move toward implementation

18. iSchool Design and Documentation Overview Process Research & Strategy Design & Documentation Why to document What to document When to document How to document

19. iSchool Design and Documentation Deliverables Process Research & Strategy Design & Documentation Conceptual Diagrams Blueprints (structural) Wireframes (physical) Text (e.g., reports) Presentations and meetings

20. iSchool Blueprints - Overview Process Research & Strategy Design & Documentation Can show organization, navigation and/or labeling Range from abstract to detailed Related to site maps

21. iSchool Blueprints - Process Process Research & Strategy Design & Documentation Mostly Big Projects, scaled down for small projects - yearly, quarterly Mental Model Content Model Align MM & Content Define the Audience Prioritize IA & Interaction Diagrams and Prototypes

22. iSchool Gap Analysis Process Research & Strategy Design & Documentation Compare Mental Model to site data Types of gaps Content missing to support mental model Mental model doesnt support content Extraneous content Skew – both there but dont quite fit How do we close gaps?

23. iSchool Blueprints (top-down) Process Research & Strategy Design & Documentation M&R p. 299

24. iSchool Bottom-up site mapping Process Research & Strategy Design & Documentation Typical Site-Mapping Tool Output

25. iSchool Bottom-up site mapping Process Research & Strategy Design & Documentation What we might need to know

26. iSchool Bottom-up site mapping Process Research & Strategy Design & Documentation The desired result – how do we get there?

27. iSchool Top-down and bottom-up

28. iSchool Wireframes - Overview Process Research & Strategy Design & Documentation Get Physical Move from site level to page level Inherently constrained by screen real estate

29. iSchool Wireframes - Consideration Process Research & Strategy Design & Documentation Types of pages Types of elements How they fit together

30. iSchool Wireframes – Types of Pages Process Research & Strategy Design & Documentation

31. iSchool Wireframes – Components Process Research & Strategy Design & Documentation Main Content Item Detail List Input Tabular Data

32. iSchool Wireframes – Components Process Research & Strategy Design & Documentation Main Nav Bar Personalization Brand header Logo Search Cobrand Nav bar Breadcrumbs Page Footer

33. iSchool Main Page Wireframe Process Research & Strategy Design & Documentation M&R p. 308

34. iSchool XHTML Wireframes © Anders Ramsay 2006 drawing-based … xhtml … Process Research & Strategy Design & Documentation

35. iSchool XHTML Wireframes © Anders Ramsay 2006 Process Research & Strategy Design & Documentation © Anders Ramsay 2006 drawing-based … xhtml …

36. iSchool Copyright © 2004-2006 Todd Warfel. These slides may not be reproduced or distributed without prior written consent from Messagefirst http://messagefirst.com http://messagefirst.com Traditional Wireframing Methods FlashHTML Illustrator, ID, Visio Initial Setup ***** Maintenance Reuse Delivery Method ***** Behavior Notes ***** Tool Knowledge ***** RIAs

37. iSchool Case Study www.massbio.org/writable/committees/presentations/mbchcri_presentation.ppt Process Research & Strategy Design & Documentation

38. iSchool Recap Research & Strategy Purpose – Learn, focus, define objectives, get buy-in Next – Align goals/models with user mental models Deliverables – User studies, taxonomies, plans Design & Documentation Purpose – Define it before you build it Deliverables – Blueprints, wireframes, reports, more plans Process Research & Strategy Design & Documentation