1. Requirements Gathering …along with Ethics

2. Agenda Questions? Project part 0 Requirements gathering Ethics

3. Part 0 DUE Wednesday! Form your group Choose a topic Pick a name Create a project page on the Wiki with all that info

4. Topic comments Topic must have a computer interface component – Can have a physical component as well Think about the problem not just solution – “device to help elderly person keep in touch with family” Vs. – “a cell phone with large buttons and font”

5. Why are requirements important? To understand what we are going to be doing We build systems for others, not for ourselves Requirements definition: the stage where failure occurs most commonly Getting requirements right is crucial

6. Functional vs. NonFunctional Historically requirements Features, functions that the system should do Properties of the overall system “-ilities” ( quality, evolveability, flexibility, etc.) Usability requirements

7. Not just “requirements” Overall goals, success criteria User characteristics Task analysis Environment – physical, social, technical Constraints Usability goals, criteria

8. (Not All) Requirements Gathering Methods 1. Observation 2. Thinking Out Loud & Cooperative Evaluation 3. Interviews 4. Questionnaires 5. Focus groups 6. Study Documentation 7. Look at competitive products

9. Physical Environment Amount of space to work Lighting levels / directions Noise level Temperature, humidity, dust… Standing / sitting Power availability Dangers Implications?

10. Technical Environment Computers/platforms for application Technology to interact with Networking Mobility Implications?

11. Social Environment How do users interact with system? Roles? How do users interact with others? Social implications of problem or solution? – Interruption – Privacy Implications?

12. Reminder: User Characteristics Attitude, morale, willingness to change, motivation, reading level, typing skill, education, frequency of use, training, color-blindness, handedness, gender,… Novice, intermediate, expert – System experience, task experience, computer literacy Cultural factors – Uses of icons, colors, words, metaphors

13. Stakeholders Primary – targeted end users Secondary – receive output or provide input to system Tertiary – others directly receiving benefits from system success or failure Facilitating – design, development, maintenance

14. Stakeholder analysis Cell phone Airport check-in kiosk

15. Task Analysis Process of analyzing and documenting how people perform their tasks or activities Learn what users do, why they do it, how they do it, when they do it, with what tools or people they do it Task-subtask decomposition More next week…

16. Typical Real-World Constraints Elapsed time to market Cost/effort to design and implement Size/footprint/weight/power/price Computer power/memory (related to cost and power) Consistency with overall product line Backward compatibility Differentiation from competitive products

17. Usability Requirements Usability goals: such as learnability, consistency, robustness, etc. Ways to measure and judge success – Time to complete key tasks - min, max – Time to become proficient - do given set of tasks in given time – Subjective satisfaction

18. Example What factors (environmental, user, usability) would affect the following systems? Self-service filling and payment system for a gas station On-board ship data analysis system for geologists searching for oil Fashion website for buying clothes

19. Train location web page For Charlotte light rail: – User characteristics – Context: Environment, types of users – Constraints: device, market, etc. – Functional requirements – Non-functional requirements

20. (Not All) Requirements Gathering Methods 1. Observation 2. Thinking Out Loud & Cooperative Evaluation 3. Interviews 4. Questionnaires 5. Focus groups 6. Study Documentation 7. Look at competitive products

21. Formative & Summative Evaluation Formative evaluation – Conducting this process to help guide the formation (ie, design) of a UI Summative Evaluation – Conducting this process to help summarize (sum up) the effectiveness of an existing or developmental UI Many techniques can be used for both formative and summative evaluation – Our focus right now is on formative evaluation – Will revisit some of the methods again later

22. Observation Watch user(s) doing activity of interest to you Possibly video or audio record (with permission) Swap cell phones and observe each other – Look up most recently called and return call – Add your name to the phone book

23. Impressions? What was surprising? What problems did you observe? How would this be different in real world? How did you feel about being observed?

24. Think out loud Problem: how do you know WHY someone does what they do? Think out loud - encourage user to verbalize what they are thinking – Not everyone is good at this – Hard to keep it up for long time while also doing something; need breaks

25. Cooperative (Participative) Evaluation Sit with user doing activity of interest to you Talk with user as the do their activity – Ask questions Why are you doing that? How did you know the result was what you wanted? Are there other ways to achieve the same goal? How did you decide to do things this way? Relaxed version of thinking out loud – Observer and participant can ask each other questions

26. Observing Tips Carefully observe everything about users and their environment Think of describing it to someone who has never seen this activity before What users say is important, so are non- verbal details

27. Example: airport check-in kiosk What could you observe? How could you use think aloud?

28. Interview Users Semi-structured: predetermine sets of questions Example question types How do you perform task x? Why do you perform task x? Under what conditions do you perform task x? What do you do before you perform…? What information do you need to…? Whom do you need to communicate with to …? What do you use to…? What happens after you…? What is the result or consequence of…? What is the result or consequence of NOT…? See ID 7.4 for more tips and discussion

29. Domain Expert Interviews Expert describes how it should be done (not necessarily how it is done)

30. Focus Groups Interview groups of users – 3 to 10 at a time – Use several different groups with different roles or perspectives Relatively low cost, quick way to learn a lot Use structured set of questions – More specific at beginning, more open as progresses – Allow digressions before coming back on track More challenging to lead than single interview – Some people quiet, some dominating – Easier to get off track

31. Questionnaires (or Surveys) Easier to give to broader audience Shorter, more focused than interview General criteria – Make questions clear and specific – Ask some closed questions with range of answers Sometimes also have a no opinion option, or other answer option – Do test run with one or two people

32. Numerical scales: On a scale of 1 to 7, how comfortable are you… Could also use just words – Strongly agree, agree, neutral, disagree, strongly disagree Questionnaires - Example See ID 7.5 for more tips

33. Other Typical Questions Rank the importance of each of these tasks (give a list of tasks) List the four most important tasks that you perform (this is an open question) List the pieces of information you need to have before making a decision about X, in order of importance Are there any other points you would like to make? (open-ended opinion question; good way to end)

34. Example: airport check-in Who to interview? What questions? Who to give questionnaire to? What questions? What about focus group? What are differences between methods?

35. Study Documentation Similar in some ways to the expert interview Often describe how things should be done rather than how they are done – Try to understand why not done “by the book”

36. Look at Competitive Products Looking for both good and bad ideas – Functionality – UI style Do user task performance metrics to establish bounds on your system

37. Which Methods to Use? Depends on – Resources – Current knowledge of tasks and users – Context Difficult to use talking out loud in public – Essential to use some methods – Not likely you will use all methods See pg. 343 in ID

38. Which Methods to Use? Self-service filling and payment system for a gas station On-board ship data analysis system for geologists searching for oil Fashion website for buying clothes at large department store

39. Working with People Issues of rights, respect, ethics YOU will be observing and talking to people to: – Gather requirements – Get initial design feedback – Perform evaluations of your design Important to be professional with any interaction with potential users

40. Why an issue? Usability testing can be arduous; privacy is important Each person should know and understand what they are participating in: – what to expect, time commitments – what the potential risks are – how their information will be used Must be able to stop without danger or penalty All participants to be treated with respect

41. Consent Why important? – People can be sensitive about this process and issues – Errors will likely be made, participant may feel inadequate – May be mentally or physically strenuous What are the potential risks (there are always risks)? – Examples? “Vulnerable” populations need special care & consideration – Children; disabled; pregnant; students (why?)

42. IRB, Participants, & Ethics Institutional Review Board (IRB) Federal law governs procedures Reviews all research involving human (or animal) participants Safeguarding the participants, and thereby the researcher and university Not a science review (i.e., not to asess your research ideas); only safety & ethics

43. IRB @ UNCC http://www.research.uncc.edu/comp/chuman.cfm On-line tutorial Guidelines Consent procedures and template forms Protocol application forms Ethics certification – Standardized training to ensure everyone understands the issues

44. Personas masquerading as marketing He wishes there were an easier way. It would be good for her to have a device on hand to … It be really nice if she could… He knows that a better system could be implemented... She wishes for an interface for her clients to… He wishes there was a device for kids to use that… He wants a system that will… She would love to find a simple system that... And throw in sunshine and apple pie while you’re at it

45. Personas masquerading as design critics Having trouble/suffering/unhappy because interfaces and computers are so bad Knows that product X is causing problems because of bad design Wishes interfaces were better designed/easier to use

46. Personas ARE: Representations of user characteristics… – Is a user characteristic that your user already knows and wants your exact product? (wishful thinking) – Understands bad designs? Method of communicating useful and relevant user information