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THE JOURNEY TO BUILD A MORE USABLE TOOLBARFOR DRUPAL 8
Dharmesh Mistry Drupal.org / Twitter: dcmistry
UXPA Boston Annual Conference May 29, 2013Thursday, May 30, 13
BACKGROUNDPROBLEM SPACERESEARCHEVOLVED PROBLEM SPACEMORE RESEARCHDESIGN VALIDATIONKEY HIGHLIGHTS
Thursday, May 30, 13
Dharmesh MistryUX Researcher
WELCOME
UX for Acquia and DrupalUXPA Boston, Board of DirectorBoston Design Jam, Design 4 Drupal, UX/UI Summit Speaker at Drupal & UX conferencesBentley UniversityDesserts & Photography
Thursday, May 30, 13
Open Source Content Management SystemOver 800,000 registered users
BACKGROUND
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Private, fast-growth companySupports enterprises that use DrupalOptimized Drupal hostingMonitoring sitesSaaS enabled Drupal sites
BACKGROUND
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Improve the content authoring experience for Drupal 8
BACKGROUND
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Drupal GardensDrupal modulesAdmin toolbarDrupal.org & Groups.Drupal.orgIssue queueDrupal Users
Site BuildersThemers (Designers)Content AdministratorsEnd Users
BACKGROUND ...
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PROBLEMSPACE
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PROBLEM SPACE
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PROBLEM SPACE
Doesn’t accommodate Drupal personasSteepens learning curve
High barrier for new usersCumbersome for established users
Lack of contextual help
“It is too wordy. I don’t like a lot of words. [Instead] I like to click and then break down”“The order is not the way I think”“Busy, convoluted”
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Research ConsiderationsDesigners are usersHallway conversations Issues in the issue queue
Design ConsiderationsMinimize intimidationAccelerate orientation and time/clicks
to destinationEliminate the “Structure” versus
“Content” confusion for end users, site builders and site administrators
Provide in context help
CONSIDERATIONS
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REDESIGN (V3)
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Usability testing methodology3 rounds of comparative iterative
design & testing with order effect
Tasks:Create a blog entryPublish an unpublished contentTo change permissions of a role
Focus on beginner/ intermediate Drupal site builders
Usability testing results“Much cleaner ... a huge improvement ...
wonderful.”“It’s a better design.”“It’s utilitarian.”
DESIGN VALIDATION
Thursday, May 30, 13
Usability testing3 rounds of iterative design & testing
Number of participants Prefer new design Prefer current design
Study 1 (Feb 2011) 8* 5 2
Study 2 (May 2011) 7 6 1
Study 3 (Aug 2011) 5 5 0
* 1 participant data discarded
DESIGN VALIDATION
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Usability testing3 rounds of iterative design & testing
DESIGN VALIDATION
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Usability testing issuesScalability of the toolbarDoes this work for a small site and a big site?Doesn’t address the problem of “Structure” versus “Content” as
you are still on the mercy of contribute module configurationsUnclear how to hide the toolbarDashboard icon is unclear
DESIGN VALIDATION
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PROBLEMSPACEREDEFINED
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“Drupal 7’s default administration tools were not designed in a “mobile first” way, and as such difficult to work with on tablets and smartphones.”
- Dries Buytaert, Drupal Project Lead
“We can’t ship Drupal 8 like this.”- Angela Byron, Drupal 7 co-maintainer
MOBILE FIRST ?
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MOBILE FIRST ?
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Research Considerations v2Why many users override the
default toolbar with the admin toolbar?
Designers are usersHallway conversations Issues in the issue queueResearch from previous designs
http://drupal.org/node/1137920Issue
Can we work with the previous design?Previous designs did not
accommodate the new problem space
Previous design was focused more on IA and less on interaction patterns; harder to validate the toolbar with the mingling of IA, design and interaction patterns
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LewisnymanFirst design
DESIGN DIVERGENCE
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jeffburnsDesign for android
dodoramaDesign for android
tkolearyMobile
DESIGN DIVERGENCE
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bojhanDesign evaluation
DESIGN DIVERGENCE
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DESIGN DIVERGENCE ...
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DESIGN CONVERGENCE
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Scope redefined - unified prototype for desktops and mobilePerformance concernsInteraction pattern concernsVertical versus horizontal menusMenu options seem “random”Model assumes there are no “overlays”Navigation too prominent; takes 30% real estate on desktop
ROADBLOCKS
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“Sorry, but I don't think it is reasonable to put in a massive change to the UX of navigating for all users (desktop), with almost no discussion nor user testing data. Could you please read this sentence again, and think about how ridiculous that sounds.” - bojhan
“I also agree with Bojhan that this needs some more serious usability testing and discussing before it goes in.” - sun
“The usability testing done, identified serious issues - mostly attributed to the IA. Proposals by Jeff and Dharmesh, focused on providing better navigation to actions, and tools in structure. How is that reflected in the new design?” - bojhan
ROADBLOCKS
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DESIGN TO BE VALIDATED
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How do users use the toolbar on their mobile devices and on their desktops?Are the users able to easily navigate to the tasks that they want to perform?Do users understand the interaction pattern of the toolbar?How does the experience differ when on mobile and when on desktop?
USABILITY STUDY FOCUS
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Stakeholder goals of the study on the issue queueDraft of the study script on google docs
Encouraging first round of editsDraft of the study posted on groups.drupal.org and issue queueSoliciting feedback; giving a deadlineSoliciting volunteers to help with conducting the study
USABILITY STUDY PROCESS
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USABILITY FINDINGSExecutive SummaryOverall, the toolbar prototype tested well on desktop and iPhones.Would improve productivity and perceived to be “clean”, “nice icons”, “usable”, and “visually appealing”“This is a big improvement from where we are at [right now]” (P4)
Usability Issues Collapsing menu items through “>” and the link “Edit shortcuts” are not discoverableTrouble discovering Drop down arrow which eliminates page refresh Switching between horizontal and vertical toolbar Edit shortcut Legacy IA issues persist from D7
Thursday, May 30, 13
CURRENT STATE
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CURRENT STATE
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KEYHIGH LIGHTS
What does this mean to you?Thursday, May 30, 13
KEYHIGH LIGHTS
Prototype, iterate the design and the process early.
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A TRADITIONAL PROCESS
Identify problem Design Prototype Test Develop
Internal review
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A MODIFIED PROCESS Sketch
Prototype
Test Develop
Identify problem
Sketch
Prototype
Test Develop
Identify problem
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WHAT & HOW WE TEST ?
Initial design
Actionable design
North star
design
Invision & high-fidelity
Invision & high-fidelity
Invision & high-fidelity (if resources
permit)
Prototyping yields technical issues. Testing yields usability issues.
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Invision provides rapid prototyping based on hotspots on images and basic one-off interactions.
Invision App High Fidelity PrototypingHigh-fidelity prototyping entails rapid
coding of HTML, CSS, and JavaScript, allowing for the full breadth of interactions to be tested.
PROTOTYPES
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TWO DIMENSIONS OF AGILE
Sketch
Prototype
Test Develop
Identify problem
Sketch
Prototype
Test Develop
Identify problem
Agile
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AGILEAdvantages Multiple iterative points Quick testing Community feedback
DisadvantagesMultiple iterative points introduces bottlenecksSmall, resource constrained teamCommunity feedback introduces bottlenecks
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A FURTHER MODIFIED PROCESS
Sketch
Prototype
Test Develop
Identify problem
Sketch
Prototype
Test Develop
Identify problem
Design in browser
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KEYHIGH LIGHTS
Engaging with the community is a huge plus, however the habitat isn’t ideal for design process.
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KEYHIGH LIGHTS
This is not design by committee.
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KEYHIGH LIGHTS
Work with what you have; it’s not always going to be perfect.
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KEYHIGH LIGHTS
Engage with the stakeholders at every step; make them a part of the process.
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KEYHIGH LIGHTS
Being transparent helps buy-in; builds credibility.Record/ Live Stream when possible.Built tighter feedback loops.
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KEYHIGH LIGHTS
Invest time in communicating.
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KEYHIGH LIGHTS
Be upfront about what UX research can uncover.
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Special thanks to Bojhan Somers, Kevin O’Leary and Jesse Beach, Jeff Noyes, Lewis Nyman and many other contributors.
THANK YOU
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THANK YOUPlease evaluate the session https://www.surveymonkey.com/s/Z5Z2WYR
Dharmesh Mistry Drupal.org / Twitter: dcmistry [email protected]
To all our volunteers at UXPA Boston. You rock!
Thursday, May 30, 13