1. Sakai Tools Designing a User-Centered Sakai Tool Sakai Tools Team Rob Lowden, Daphne Ogle

2. June 8, 2005 2 Agenda Tools Team Update User-centered design (UCD) “Deep Dive” – IDEO Video UCD and Sakai Tools CSS and skinning Sakai

3. June 8, 2005 3 Tools Team Update TTeam –Past 18 months –Next 6 months –To infinity and beyond TTeam Update UCD IDEO Problem Statement Research Modeling Requirements Definition Framework Definition Design Development Support CSS

4. June 8, 2005 4 Why User-Centered Design (UCD) Successful adoption –Users choose to use Sakai –NO need for "excessive" training and support staff Usable –Easy to use / Intuitive –Meet basic user needs –Doesn’t cause more work TTeam Update UCD IDEO Problem Statement Research Modeling Requirements Definition Framework Definition Design Development Support

5. June 8, 2005 5 Suggested UCD Process Cooper Consulting, www.cooper.com TTeam Update UCD IDEO Problem Statement Research Modeling Requirements Definition Framework Definition Design Development Support

6. June 8, 2005 6 IDEO Video Tweak process Multi-disciplinary team “Fail often in order to be successful” Feedback early and often Watch users at work in their world Don’t be constrained by current systems TTeam Update UCD IDEO Problem Statement Research Modeling Requirements Definition Framework Definition Design Development Support

7. June 8, 2005 7 Problem Statement Problem –The problem of… Affects –Affects… Impact –The impact of which is… Successful Solution –A successful solution would provide (benefit of successful solution) Menlo Innovations, www.menloinstitute.com TTeam Update UCD IDEO Problem Statement Research Modeling Requirements Definition Framework Definition Design Development Support

8. June 8, 2005 8 Legacy Tool Refactor Problem Statement Problem –Many Sakai legacy tools are unintuitive and not aligned with style guide –Limited amount of time & resources available between end of January and Sakai 2.0 release. Affects –Affects faculty, students, staff and researchers in higher education Impact –The impact of which is that Sakai end users have to spend a lot of effort to use the tools and have an inconsistent mental model of the how Sakai works Successful Solution –A successful solution would provide: Users a consistent interaction model across tools so expectations are met (e.g. how do I navigate, what is a link and what’s not, where certain types of actions can be found, etc). Change all legacy tools across system at the same level in given time TTeam Update UCD IDEO Problem Statement Research Modeling Requirements Definition Framework Definition Design Development Support

9. June 8, 2005 9 Research User Research –Observe users in the field –Interview users and stakeholders –Utilize existing user data Support issues Logs Surveys Etc… –Design and usability principles TTeam Update UCD IDEO Problem Statement Research Modeling Requirements Definition Framework Definition Design Development Support

10. June 8, 2005 10 Modeling Personas Persona Map Scenarios / Activity Diagram TTeam Update UCD IDEO Problem Statement Research Modeling Framework Definition Requirements Definition Design Development Support

11. June 8, 2005 11 Personas TTeam Update UCD IDEO Problem Statement Research Modeling Requirements Definition Framework Definition Design Development Support

12. June 8, 2005 12 Persona Map TTeam Update UCD IDEO Problem Statement Research Modeling Requirements Definition Framework Definition Design Development Support

13. June 8, 2005 13 Scenarios/Activity Diagrams Scenario –System use in story form Activity Diagram –Same use in diagram form Includes context of work More “real” than task flow TTeam Update UCD IDEO Problem Statement Research Modeling Requirements Definition Framework Definition Design Development Support

14. June 8, 2005 14 Requirements Definition Use Case Diagrams Use Case Matrix High-level requirements doc TTeam Update UCD IDEO Problem Statement Research Modeling Requirements Definition Framework Definition Design Development Support

15. June 8, 2005 15 Use Case Diagram TTeam Update UCD IDEO Problem Statement Research Modeling Requirements Definition Framework Definition Design Development Support

16. June 8, 2005 16 Use Case Matrix Use Case Frequency Matrix This matrix describes which actors use which use case, and whether a particular use case is hourly (H), daily (D), weekly (W), monthly, (M) or yearly (Y). Edge cases (E) mean the use case will be performed very infrequently, if ever. Actor AActor BActor C Use Case #1 Use Case #2 Use Case #3 Use Case #4 TTeam Update UCD IDEO Problem Statement Research Modeling Requirements Definition Framework Definition Design Development Support

17. June 8, 2005 17 Framework Definition Information architecture Navigation characteristics Use case detail Style guide Tool interoperability TTeam Update UCD IDEO Problem Statement Research Modeling Requirements Definition Framework Definition Design Development Support

18. June 8, 2005 18 Design Task Flows Site Diagrams Mock-ups TTeam Update UCD IDEO Problem Statement Research Modeling Requirements Definition Framework Definition Design Development Support

19. June 8, 2005 19 TTeam Update UCD IDEO Problem Statement Research Modeling Requirements Definition Framework Definition Design Development Support

20. June 8, 2005 20 TTeam Update UCD IDEO Problem Statement Research Modeling Requirements Definition Framework Definition Design Development Support

21. June 8, 2005 21 Development Support Functional specifications Relentless communication User testing TTeam Update UCD IDEO Problem Statement Research Modeling Requirements Definition Framework Definition Design Development Support

22. June 8, 2005 22 Conclusion Big picture understanding of UCD UCD for final core release Establish UCD as best practice for future of Sakai What would be helpful for December conference? TTeam Update UCD IDEO Problem Statement Research Modeling Requirements Definition Framework Definition Design Development Support