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Site UI Conversation 3/06/08
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Site UI Conversation 3/06/08
4:21 PM EST 3/6/08
Many thanks to everyone who participated in our call earlier today. We appreciate your feedback and look forward to hearing additional comments and questions.

As Sharon explained during the call, this round of testing was to examine critical workflows: registration, course enrollment, joining/creating a group, and creating an article. We have attached the slides Sharon presented, as well as a link to the archived Wimba session. As you watch the session and view the slides, please remember that what you’re seeing is a work in progress—all of this is in draft form, and, based on your feedback and the feedback we’re receiving through our face-to-face usability work will be iterated upon. We already know that some of the suggestions we’re receiving will be easy to implement before we launch; others will need to be prioritized for post-launch releases.

Please post your feedback or send an emailto Sharon (streamss@oclc.org) and/or Zola and myself by the end of the day on Friday, 3/7.

Here is the archive of today's [url http://208.185.78.171/launcher.cgi?room=wj_cp_2008_0306_1345_57 ]meeting on the site user interface[/url].

Thanks!
Attachments: UI_Presentation_3_6_08_Draft.ppt (3,182.0k)   
Re: Site UI Conversation 3/06/08
6:33 PM EST 3/6/08 as a reply to Zola Maddison.
Comments from reviewing the archive of the Site UI Conversation 3/6 - from Dawne Tortorella

Very nice to see the tasks identified and the level of user experience incorporated!

1) Task 1: Join WebJunction
In the selection of Organization Type, School Library should be separated from Corporate or Other Special Library (those are probably the most unrelated types to put into one selection). Perhaps:

School Library
Corporate or Law Library
Museum Library
Health Library
Other Special Library

(that may be too many choices, but that breakdown of special libraries has very different interests/needs and synergies with other types of libraries)

2) Task 1 - Step 3 - Choose affiliations
From our earlier discussions, it will be helpful to assign a primary affiliation (for course enrollment benefits), as well as multiple secondaries for content interest. So, on the wireframe in Step 3, the tabs, might be "Primary" "Additional Affiliations" to start with (knowing that this will evolve into tabs as you represent. The "Primary" tab would need a radio button option for selection, while the "Additional" would allow checkboxes.

3) Task 3 - Purchase a Course
Overall, very effective.

Were taxes included simply as an example or will taxes be charged? Is tax exempt status based on organization something that will be tracked?

4) Task 4 - Find a Group/Join a Group
This is more a comment for super-section and section pages.
In "Patron Services" will the data migration provide consistency in Section Page titles in this area. Specially, "Services to" versus "Services for"?

On the super section pages, can the listing of section pages be toggled between (sort order - default, based on author of super-section page, and alphabetical)? Sort toggle displayed as links in the upper right corner of the section page title listing.

5) Task 5 - Create a Group - Step 2
How are the groups selected to be displayed? Is it only displaying groups associated with the section page where the "create group" button was selected?

Can this page default to that scope, but also have a tab at the top for seeing the full list of groups. It may be that related groups are categorized in another section, closely aligned with that area.

In fact, ideally, in this case, it would be nice to see 3 tabs: a) Section Title b) Super-Section Title c) All Groups

6) Task 6 - Find an article
I like the default listing to show author and abstract, but in order to see more items at a glance, the the user turn off descriptions and posted by - in other words, title & type only.

Can the user select sort criteria on this display (by date, by title, by author, by type?)

How are the number of entries display per page determined? Is this configurable by the user?

7) Staff Training (Courses)
Since this area appears like one of the other super-sections (Technology Resource, Library Management, Patron Services), will it be possible to associate groups, articles and wiki with this section too? It wasn't clear to me in Task 2 - Find a Course, if the Course Catalog was a secondary page or the resulting page when you click on Staff Training.

Thanks - looking great!
Re: Site UI Conversation 3/06/08
10:10 PM EST 3/6/08 as a reply to Dawne Tortorella.
Hi Dawne--

Thanks for this comprehensive feedback. Your comments about terminology are especially helpful.

Your specific comments and questions about the functionality of the new platform are also excellent. I've asked the WJ staff managing the requirements for our learning, portal and social functionality to respond; we'll get you answers shortly.

--Rachel
Re: Site UI Conversation 3/06/08
12:42 PM EST 3/7/08 as a reply to Zola Maddison.
Some questions and comments:

Task 1: Join (step 1 of 3)
Can a minimal/basic registration screen be created with an indication that one can return later to complete the profile. I am thinking that 3 screens for someone who just wants to register for a course may be a bit much.

Dropdowns for organization type: I very much agree with Tom Ladd about public library vs public library system. No such thing as a library system in VT. Also, combination of "State Library Agency or Association" is not at all appropiate for VT where these organizations are very distinct and in VT it is unlikely that State Library Association is anyone's primary organization type--no full-time staff.

Join Step 3 of 3: If this section is meant to associate member with specific benefits offered by a particular partner, the label should be more specific, like "Partner Affiliation."

Task 2 Find a course: Glad to hear concept of "shopping cart" may may have more flexible labelling hat indicates pay or free depending on benefits of partner affiliation.

Task 4 Find/Join a Group. When the Working with Young People group is displayed. I initially miss the join group navigation on the left and found myself looking for it on the center of the page. Also I found myself wondering about the additional tabs next to the "overview" tab for the group. Are these articles, discussions, etc, associated with the group or just articles, discussions, etc, in the supersection "Services to Children. If the latter should they appear here?


Task 5 Create a Group: Step 3 of 3) Can you choose more than one section page for your group? If there is not a limit, should there be one?

Task 6 Find an article: I must admit that my first response to this task was to go looking for the search box. That response leaves me wondering about the efficacy of testing ease of navigation when the search option is not available. I know that at this stage that search cannot really be tested. Maybe my point is that I did not see an intuitive starting point for this task and would have been guessing if I selected one of the available options.

Task 7 Post an article (also creating groups): I hope that there will be ways for admins to easily monitor these activities--just know that they are happening, not necessarily act as a gatekeeper.

Generally I think that the course selection and sign up process has been greatly improved. Not only is it more intuitive but it seems also to be more flexible from the administrative point of view.

Thanks to WJ team for all of your hard work.

Sheila
Re: Site UI Conversation 3/06/08
2:12 PM EST 3/7/08 as a reply to Sheila Kearns.
Hi Sheila,

Thanks for your great questions and input. We are asking the appropriate staff--those closest to how the functionality is currently planned--to provide the answers to your questions. And I am pulling feedback to bring to the design firm to incorporate into their final user interface recommendations.

Sharon
Re: Site UI Conversation 3/06/08
9:51 PM EDT 3/9/08 as a reply to Dawne Tortorella.
<i>Hi Dawne--

Answers to some of your questions are below...I'll post answers to the others as I receive them this week.

Thanks,
Rachel</i>


> 1) Task 1: Join WebJunction
> In the selection of Organization Type, School Library
> should be separated from Corporate or Other Special
> Library (those are probably the most unrelated types
> to put into one selection). Perhaps:
>
> School Library
> Corporate or Law Library
> Museum Library
> Health Library
> Other Special Library
>
> (that may be too many choices, but that breakdown of
> special libraries has very different interests/needs
> and synergies with other types of libraries)

<i>RVN: Thanks--great feedback!</i>
>
> 2) Task 1 - Step 3 - Choose affiliations
> From our earlier discussions, it will be helpful to
> assign a primary affiliation (for course enrollment
> benefits), as well as multiple secondaries for
> content interest. So, on the wireframe in Step 3, the
> tabs, might be "Primary" "Additional Affiliations" to
> start with (knowing that this will evolve into tabs
> as you represent. The "Primary" tab would need a
> radio button option for selection, while the
> "Additional" would allow checkboxes.

<i>RVN: again, thanks for this feedback. We received a lot of feedback from our testers about this portion of the registration process as well...after we work through everything we've heard, we'll revisit it on a partner call.</i>

>
> 4) Task 4 - Find a Group/Join a Group
> This is more a comment for super-section and section
> pages.
> In "Patron Services" will the data migration provide
> consistency in Section Page titles in this area.
> Specially, "Services to" versus "Services for"?
>
> On the super section pages, can the listing of
> section pages be toggled between (sort order -
> default, based on author of super-section page, and
> alphabetical)? Sort toggle displayed as links in the
> upper right corner of the section page title
> listing.

<i>RVN: We've forwarded this feedback on as a feature request.</i>
>
> 6) Task 6 - Find an article
> I like the default listing to show author and
> abstract, but in order to see more items at a glance,
> the the user turn off descriptions and posted by - in
> other words, title & type only.
>
> Can the user select sort criteria on this display (by
> date, by title, by author, by type?)
>
> How are the number of entries display per page
> determined? Is this configurable by the user?

<i>RVN: We've forwarded this feedback to the folks working on the portal’s functionality as a feature request...I'm waiting to hear back how the display is determined.</i>