![]() techweb.bsu.edu/jcflowers1/rlo/modusability.htm |
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Too often, consumers are frustrated by products because they can't seem to use them efficiently. Sometimes the problem lies in product design, but other times, it has to do with instructions for use, selection of the product, user habits, or other factors outside the typical control of a product manufacturer.Instructions:
Helpful Resources:
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Objectives:
By the end of this lesson, you should be able to: |
1. Use weighted product design criteria to assess product designs. | ||||||||||||||||||||||||||||||
Among the criteria used to evaluate a product may be the following: Research Based on Design Criteria
Weighting Factors
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"Product
Design Criteria"
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Objectives: By the end of this lesson, you should be able to: |
1. Discuss
reasons for hard-to-use products.
2. Explain principles of user-centered design. 3. Identify at least one corporate strategy to approach user-centered design. |
Reasons for Hard-to-Use Products
Impacts on Sustainability
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"User-Centered
Design"
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Objectives:
By the end of this lesson, you should be able to: |
1. Discuss
the need for companies to learn about the users of their products.
2. Critique the validity of consumer research. 4. Discuss Everett Rogers' classification of technology adopters. |
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Consumer Behavior | It is short-sighted to look at product design without attention to the users of that product. | ||||||||||||||||||||
Often, products are used by a non-target population, or in a way unanticipated by producers.
(Graphic from http://i77.photobucket.com/albums/j62/pgg009/hulahoop.jpg)
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Learning About Consumers | Many companies now include consumer research
as an integral part of their product development plans. There are many
ways to gather and use information about consumers and potential consumers.
But don't be misled by quasi research or marketing ploys.
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Take
the Pepsi Challenge Do more consumers prefer to drink Coke or Pepsi? At a state fair in Delaware, the makers of Pepsi set up a taste test booth. On the tote board, Pepsi was shown to be preferred over Coke by a large margin.
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A Conversion Model of Consumer Behavior | Some companies have found it useful to classify the relationship people have to their products. Jan Hofmeyr developed a model called The Conversion Model of Consumer Behavior while he was working at Customer Equity Company; this was later acquired by TNS Global, and they published a brief description of this model, which has been uploaded to our course Blackboard site under Assignments (optional reading). The Conversion Model of Consumer Behavior classifies brand loyalty of consumers. (So, are you a pc-user or a Mac-user, and how strongly are you attached to that decision?) | ||||||||||||||||||||
For each product, such as Pepsi Cola, the model classifies people as either Users or Non-users. Users are then subdivided into four categories based on their likelihood and desire to switch to a different brand.
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Technological Adoption | Everett Rogers attempted to classify people according to their relative willingness to adopt technology (based on earlier work by Ryan and Gross.) | ||||||||||||||||||||
He identified five categories of technological adopters. Please visit this link now for a summary of these categories (required reading).
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Many Consumer Characteristics | Willingness to adopt an innovation, and brand loyalty are just two of many psychological characteristics of consumers and potential consumers. At a more basic level it is important to look at the physical nature of the consumer or the product user. | ||||||||||||||||||||
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"Product
Users"
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Objectives:
By the end of this lesson, you should be able to: |
1. Define
"human factors engineering" and "anthropometrics."
2. Discuss the importance of using measurements of humans in designing human interfaces. |
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Ergonomics,
or Human Factors Engineering
has been defined as |
“… the practice of designing products so that users can perform required use, operation, service, and supportive tasks with a minimum of stress and maximum of efficiency.” Woodson, W. (1981). Human Factors Design Handbook. McGraw Hill 1981. |
Historically, products have been designed out of chunks of metal, wood, plastic, and other materials. Their shape, size, and features may be a result of the equipment used to machine or create these products, rather than based on fitting the user.
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Anthropometrics | "Anthropometrics" refers to measurements of humans. . |
These measurements are usually made of a particular sample of the population, and often separated on the basis of sex and age. Typical anthropometric measurements include standing stature, weight, distance between eyes, and circumference around waist. However, sensory abilities may also be measured, such as hearing ability, sight, and the ability to sense touch.
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Experiment
1
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Experiment 2: Anthropometrics: Assumptions in the Data? |
Perform Experiment 2 following the procedure described below, and in the optional video: |
![]() Right wrist straight
![]() Right wrist straight Gee, you're pretty strong, aren't you? 4. Now, repeat the procedure, but this time bend your right wrist at a sharp angle (so your palm faces your abdomen.) ![]() Right wrist at a near-90-degree angle
5. Was your grip strength different at this position? Have you ever tried to complete a task that was much more stressful than normal because your body was twisted or extended in an odd way? What mistakes might designers make by looking at tabled values of anthropometrics? What mistakes might users make concerning their own estimates of their abilities? (These are rhetorical questions, but feel free to add answers, comments, or other questions on the subject to the discussion board forum for this module.) More Data
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"Anthropometrics"
All information
is subject to change without notification!
© Jim Flowers Ball State University |
![]() ![]() Anthropometrics Activity: Mirror Mirror, On The Wall |
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Objective:
By the end of this assignment, you should be able to: |
1. Use anthropometric data in determining design specifications for technological product use by a specified segment of the population. |
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Design
Problem:
Mirror, Mirror, on the Wall |
Use anthropometric data, and maybe a ruler and a calculator, to solve this design problem collaboratively. |
Sources of Data:
Limitations:
Deliverables:
Tips:
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"Mirror,
Mirror, On The Wall"
All information
is subject to change without notification.
© Jim Flowers Ball State University |
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Objectives: By the end of this lesson, you should be able to: |
1. Define "Universal Design." | |
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Introduction | Typically, a designer may be asked to work on a design problem that is targeted at, say, 30% of the population. | |
While this is sometimes appropriate, it excludes 70% of the population. When we design products that are intended to be used by all, then even if we expand our target to 80 or 90% of the population, we are still excluding a lot of people. |
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Defining
Universal Design
The Center for Universal Design at NC State University defines Universal Design as: |
"The design of products and environments to be usable by all people, to the greatest extent possible, without the need for adaptation or specialized design." | |
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Principles
of Universal Design
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Summary of Universal Design Principles | The following information is quoted from Principles of Universal Design from the Center for Universal Design at NC State. | |
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For Health Professionals:
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Endnote: | Now that you have worked on a design problem that was not inclusive, and looked at the guidelines for a more inclusive approach, what are your thoughts, conclusions, and questions? | |
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"Universal
Design"
All information
is subject to change without notification.
© Jim Flowers Department of Technology, Ball State University |
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Objectives: By the end of this lesson, you should be able to:
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1. Define "usability" in terms of its
attributes. 2. Stipulate a subset of usability factors as a definition in a given context. |
What is Usability?
Usability Attributes or Factors
Stipulated Definitions and Focused Studies
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"Usability"
All information is subject to change without notification. © Jim Flowers Ball State University |
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Objectives: By the end of this lesson, you should be able to:
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1. Explain
and model usability engineering.
2. Discuss usability research and list 3 different methods other than usability testing. |
Cost
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Usability Research Literature
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Endnote
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"Usability
Engineering"
All information is subject to change without notification. © Jim Flowers , Ball State University |
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Objectives:
By the end of this lesson, you should be able to:
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1. Discuss the purposes, benefits, and typical types of usability testing. |
A Typical Purpose of Usability Testing
1. Exploratory Tests
2. Assessment Tests 3. Validation or Verification Tests
5. Other
Previous Students' Reports
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"Usability
Tests"
All information is subject to change without notification. © Jim Flowers Ball State University |
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Objectives By the end of this lesson, you should be
able to: |
1. Select an appropriate
topic for a limited usability test.
2. Outline a procedure for a usability test. 3. Describe and perform task analysis. 4. Adequately plan a usability test. 5. Set up an appropriate usability testing environment. |
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Selecting a Usability Test Topic
Usability Testing Non-Computer Products
Examiner's Familiarity with the Product
General Usability Test Procedure Elements of Usability Testing Rubin (1994) lists the following elements as typical of usability testing:
Here are some tips for planning your usability test:
Examples of Usability Test Environments
![]() 2. Microsoft Usability Lab Layout, from: http://www.microsoft.com/usability/images/lablayout.jpg 3. Mobile usability lab used by Jakob Nielsen, where the user's monitor tends to screen the observers from the user's view. For more, see Nielsen's article (image source): Nielsen, J., (September 10, 2012). Traveling usability lab. Nielsen Norman Group. Retrieved from http://www.nngroup.com/articles/traveling-usability-lab/ 4. A usability lab at TecEd in Ann Arbor, MI, retrieved from http://teced.com/wp-content/uploads/observer_medium1.jpg Suggestions for Your Usability Test Environment
Instrumentation The written tools used to gather data are typically referred to as instruments. In some instances, a research can use an existing instrument that was previously developed and validated, but only where it is appropriate for the current study. Often, the researcher will develop new instrumentation, such as a pre-test questionnaire, an introductory script, a usability test script, a post-test questionnaire, and an interview sheet, and an observer recording sheet.
Selecting Usability Test Subjects
Categorize Test Participants Appropriately Your experimental design may specify the nature of test subjects to be selected. For example, you might be interested in testing how PC users and Macintosh users respond to a certain computer software task. In such cases, you may need to categorize potential test subjects, but only where it is appropriate.Include Users of Diverse Abilities You may wish to have a heterogeneous group of subjects with respect to the dependent variable. That is, if you are testing a camera, you may wish to include an experienced, professional photographer as well as a person who doesn't normally use a camera in your sample of test subjects.Select End Users The test should be aimed at the end user of a product or service. This may or may not be the individual who purchases the product. Potential categories of anticipated future end users may also be included.Select an Appropriate Number of Subjects In a rigorous test, the number of subjects would be determined, in part, by the statistical confidence required. In our class assignment, you may wish to limit the number of test subjects using your best judgment. If you decide to use a single subject, you are making a big mistake. But if you think you should test 50 to 100 participants, think again, and read the advice from Jakob Nielsen at (optional reading):Select a Specific Non-Random Sample With much experimentation, it is important that test subjects be selected randomly from a population. However, many usability tests are performed on target non-random subpopulations with specific characteristics. Yet, it is possible to have too little subject variability for your purposes as well. For example, if you wanted to know how pre-schoolers interacted with a new toy, and you happen to have three triplets at home, it would be too narrow to limit your sample to this sibling group.Be Nice. Be Ethical. Please approach the potential test subjects in such a way that they know you are testing product usability, not them. Put them at ease. Tell them their name and relationship to you will not be used in any report. Let them know they can decide to quit at any time, and at the end of the test they can decide to have their data excluded from your test. When working with minors, be sure to consult their parents or guardians and to offer them the same information, rights, and protection. Endnote
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It is recommended that students who choose usability topics for testing do not select any usability test that is physically invasive without prior approval from the Institutional Review Board. |
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"Planning
a Usability Test"
All information is subject to change without notification. © Jim Flowers Ball State University |
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Objectives:
By the end of this lesson, you should be able to: |
1. Ensure that pre-test conditions have been met for a usability test. | |
Conducting a Usability Test
Before
the Test
![]() Please consider two good sources of information on conducting a usability test. The first of these is the following procedural list from Rubin, (1994):
After the Test
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Endnote
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"Conducting
a Usability Test"
All information is subject to change without notification. © Jim Flowers Ball State University |
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Objectives:
By the end of this lesson, you should be able to: |
1. Analyze the results of a usability test. | |
Writing a Usability Test Report
What Not to Include What to Include
Formatting the Report
Examples of Usability Test Reports Please visit at least one of the following sites for an example of presenting usability testing results (any one is required):
You may also wish to revisit the usability test reports (cited in other lessons):
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Endnote
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"Reporting
the Results of a Usability Test"
All information is subject to change without notification. © Jim Flowers Ball State University |
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Objective:
By the end of this lesson, you should be able to: |
1. List two types of research related to the use of technology other than usability tests. |
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"Other
Use-Related Research"
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Objectives:
By the end of this lesson, you should be able to: |
1. Distinguish
user surveys from other forms of research.
2. List five different purposes of user survey research. 3. Discuss various approaches to user surveys. 4. Locate information on survey research, links to using the Qualtrics survey software at Ball State, and examples of reports on survey research. 6. Create and assess the appropriateness of an item for inclusion on a survey. 7. Identify pitfalls in data recording, analysis and reporting. 8. Create survey items that solicit rich, actionable information, and discard survey items that are shallow or irrelevant when appropriate. 9. Propose reasoned methods for using the results of a user survey. 10. Make and defend decisions integral to user survey research. |
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Purposes of User Surveys Variety of User Surveys
Information on Survey Research References on Survey Research
Qualtrics™ Survey Software Examples of Survey Research
Survey Question Considerations Problems with Interpretation |
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Another very common type of error has to do with the interpretation of a question: | For how long have you used a Motorola
Cell-Phone?
A. Less than two weeks. B. More than two weeks, but less than one year. C. One year or more. |
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Problems with Bias |
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Bias can also emerge as choices are shown: | How satisfied are you with the TI-89
Graphing Calculator?
A. Mostly satisfied B. Very satisfied C. Extremely satisfied. |
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Problems with Irrelevant or Shallow Items
Suggestions for Writing Surveys
Survey Methodology
Data Analysis & Reporting Results
Story Time Story 1: A Data Analysis Question for You Story 2: That One Rat
Using the Results of a User Survey
1. To Survey or Not To Survey 2. Conversion Model in a Survey? 3. Internet Surveys of Users 4. Selling Information 5. Critiquing User Surveys
Endnote
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"User
Surveys"
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Objectives:
By the end of this lesson, you should be able to: |
1. Laugh
at ridiculous instructions. ;-)
2. Discuss issues important to consider prior to developing user instructions. 3. Distinguish among dangers, warnings, cautions, and notes. 4. Write and analyze appropriate procedural steps in instructions. 5. Identify different strategies for timing instruction writing. 6. Discuss suggestions for the development of user instructions. 8. Discuss examples of instructions for users. 9. Identify problems associated with the use of user instructions. |
Types of Instructions
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DANGER![]() |
“A Danger
is used if serious injury or death could occur if the instructions aren't followed.” Sharla Shine |
WARNING |
“A Warning
alerts readers that they could be moderately injured or the equipment damaged if they don't follow the instructions carefully.” Sharla Shine |
CAUTION |
“A Caution
alerts readers that they may have a poor result if they don't follow the instructions carefully.” Sharla Shine |
NOTE |
“A Note
gives readers additional helpful information.” Sharla Shine |
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Step 6. Set the timer for 40 minutes, and wait for it to go off. | This is just incorrect. The temperature may not have reached 415 degrees. |
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Step 6. Set the
timer for 50 minutes
Step 7. When the temperature reaches 415 degrees, turn the timer to "off". |
This is a basic procedural step, with no explanation of "why". (When should this type of step be used?) |
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Step 6: Set timer:
50 minutes
Step 7: At 415 degrees, turn timer off. |
This is identical to the previous example, except it does not use the wordier sentence format. |
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Step 6. Set the
timer for 50 minutes.
Step 7. When the temperature reaches 415, the plastic has melted and you should turn the timer off. |
This example explains why 415 is important. |
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Step 6. Set the
timer for 50 minutes.
Step 7. When the
temperature reaches the proper softening point for the material, set the
timer to "off" to turn off the heating elements.
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This example is more generic and clearly notes that 415 is not the temperature for all plastics. |
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Step 6. Set the timer to 50 minutes, but turn it off when the proper melting temperature is reached (415 degrees for LDPE). | This is a simpler version of the previous example. |
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Step 6. Set the
timer to a long enough time to heat the material to a proper temperature.
Step 7. When you think you have heated the material enough for it to flow within the mold, note the temperature and set the timer to "off" to turn off the heater. Note: use trial-and-error to establish the proper temperature. |
This example is very wordy, and does not
clearly delineate the procedure for operating the machine. It is not concise.
However, it describes the procedure to figure out what the settings should be. |
Tips on Writing Good Instructions Format Language Visuals Location of Instructions Instruction or Information Nearly Done?
Examples of Instructions for Users
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"Instructions
for Users"
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Usability Research: Student Reports
from Students in (I)TEDU 510, Technology: Use and Assessment
(online) & |
Online Graduate Students' Reports TEDU 510, Fall 2015:
TEDU 510, Spring 2014:
TEDU 510, Fall 2013:
TEDU 510, Spring 2013:
TEDU 510, Fall 2012:
TEDU 510, Spring 2011:
TEDU 510, Spring 2010:
TEDU 510, Spring 2009:
TEDU 510, Spring 2008:
TEDU 510, Fall 2006:
TEDU 510, Spring 2006:
TEDU 510, Fall 2005:
TEDU 510, Spring 2005:
TEDU 510, Spring 2004:
TEDU 510, Fall 2003:
TEDU 510, Spring 2003
TEDU 510, Fall 2002
TEDU 510, Fall 2001
TEDU 510, Fall 2000
Undergraduate Student Reports TEDU 206, Spring 2008
TEDU 206, Spring 2004
TEDU 206, Spring 2003
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