From UX heuristics to an application for evaluations: user roles

Using a compilation of UX heuristics as starting point, let's take the first step to create an application for evaluations: defining user roles.

From UX heuristics to an application for evaluations: user roles

(TL;DR: user roles at UX manager)

When we talk about usability heuristics, Nielsen always comes to mind; but they are not the only ones. At heuristics.uxmanager.net you have a compilation of usability heuristics, including some for specific cases like Single-Page Applications (SPA) or mobile, and even a set from a psychological point of view. All of them are also available as a spreadsheet so you can use them for your own evaluations.

Besides those heuristics, the website includes a collection of accessibility guidelines including WCAG 2.1, all of them also as spreadsheets. Although they are usually considered as different techniques, in practice both usability heuristic evaluations and accessibility evaluations are similar in essence (i.e., checking if an interface accomplishes a set of principles), and even the specialists that perform them are many times the same.

So we have a compilation of usability heuristics and accessibility guidelines, and even spreadsheets to use them for evaluations; what else can we do with them?

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An approach to an integrated software-releases workflow

Many organizations have their own process to develop and release software, but... how can they include testing and usability techniques in their workflows? Here's a first approach.

Some time ago I wrote about the similarities and relationships between testing and UX/usability techniques. But there’s another question: how do we integrate them in the software development process? Here’s an approach:

An approach to an integrated software-releases workflow

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‘We are not good at designing’ (or why users are black swans)

That is one of the ideas from Nassim Taleb, author of "The Black Swan", that may be also applied to the design of interfaces.

Listen Nassim Taleb in this interview (minute 4) claiming that humans are bad designers:

In his most popular book, “The Black Swan” (nothing to do with the movie), Taleb explains that many disciplines allegedly scientific like sociology, meteorology, politics and especially economics, are so complex and are so hugely affected by single events impossible to foresee (“black swans”), that making valid predictions is useless in most cases. Worse still, we are unaware of how bad we are making predictions.

Obviously, Taleb is not talking specifically about interface design, but it’s inevitable to come to the same conclusion because it’s also true that we are not good at designing interfaces. That’s why every approach to User-Centered Design is iterative: we know we are not going to find a suitable solution at first, so we keep trying and refining until we reach a valid design (because “we are good at discovering things”).

And what are our black swans? Users: it’s impossible to foresee how users are going to react in front of an interface (anyone who has performed or watched a usability user test has realized).

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Give me back my text labels, GMail!

The new GMail interface includes icons in action buttons instead of old text labels; not a good decision from a usability point of view.

A lot has been written about the new GMail interface; most of it is a matter of opinion, but I’m afraid Google has committed an obvious mistake: using icons (in buttons) that don’t have a clear single meaning.

Let’s take a look at two of the buttons; isn’t this your first guess when you see them?

Guess for two of the buttons in new Gmail interface: download? important? 

Wrong. The real functions of those buttons are:

Real meaning of the icons: archive and spam. 

Using fancy original self-designed icons is a common mistake made by novice interface designers; icons are hard to memorize, and users usually recognize just a few of the most common. Many times, the best way to describe a function is simply a text label.

I’m surprised Google has fallen into that error; maybe they have been paying too much attention to people complaining about their ugly interfaces. Anyway, Google, please, give me back my text labels for actions!

Is there such thing as User Centered Design?

User Centered Design (UCD) is a topic becoming more popular day by day, it's more a set of good intentions than a well-defined process applicable to any development project.

Este artículo está también disponible en español.

 

User Centered Design (UCD) seems to be growing in popularity, and it’s not strange. Who could be against the user being the center of the design process? But looking beyond this popularity it turns out that there is not a consensus about what UCD is.

Formal definitions like in Wikipedia or ISO 13407:1999 describe it vaguely using terms as “design philosophies”, “models”, “general guidelines”, “recommendations”, … All those are positive instructions, but they aren’t really useful when you face a real project developing a real interface.

UCD process according to ISO 13407User Centered Design is something as generic as this figure, according to ISO 13407.

What do we actually have?

Actually UCD refers almost always to a set of techniques that may be applied along all the life-cycle of a software application; the only thing those techniques have in common is that users are their main roles (at least theoretically). The number of techniques included may vary from six (like in this Webcredible article) to several tens (like in this interactive table at UsabilityNet). Those techniques may be as different between them as focus groups, user testing and interface prototyping.

Oddly some UCD techniques don’t include real users in their carrying out: for example, heuristic evaluations of usability.

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‘Top lists’ as heuristics for simple usability evaluations

Heuristic usability evaluations are a discount usability engineering method for quick, cheap and easy evaluation of interfaces; but if you can't or don't dare to apply usual heuristics, here's an alternative: 'top lists'.

Heuristic evaluation is one of the most popular usability techniques; it basically consists of reviewing an interface and check if it fulfills some well-known guidelines and principles (the “heuristics”).

Once you overcome the fear of performing a task with such a fancy name, the following step is obvious: choosing the heuristics (guidelines) to use. There are some popular heuristics lists, but there are some risks when using them for a usability evaluation:

  • If the heuristics are too generic, they don’t help you to identify real issues.
  • Otherwise, if the heuristics include detailed checkpoints, you may concentrate on small or very specific issues while overlooking the important ones.

Consequently I suggest using alternative heuristics: the ‘top lists’.

Which lists?

With ‘top lists’ I am referring to lists similar to these by Jakob Nielsen:Web mistakes (by Jacob Nielsen) 

I think this kind of guidelines might be used (or the mistakes avoided) in small projects, or even in big projects as a preliminar evaluation, or in other situations.

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