Karl Smith User Experience Architect (UEA) It's all about making other peoples experiences good ones

30Apr/120

e-Commerce concepts and research

The following is a paper I wrote in 2005.

Converting browsers to buyers: exploring what drives consumer choice in internet e-commerce

Why do internet users behave as they do, are their activities solely determined by website design? Or do they create their own pathways as a response to designated systems. For many, internet design is about the imposition of schemas, predetermined flows and consumer motifs, allowing the shepherding of an understood and mapped user towards buying products and services. However if this were true then every browser would also be a buyer. The underlying concepts of current website design rely on a number of pretexts which, when reviewed in relation to human activity and interaction, become questionable in their veracity.

1.       INTRODUCTION

There is recognition [16] that there is limited information in the understanding of the reciprocity of attitudes and behaviour constituting the relationship between internet shoppers and e-commerce websites. This is in contrast to commercially driven usability and web metrics companies who assert their findings based upon activity patterns often using statistically small samples [15]. Developing an understanding of the relationship between users and websites is key to determining patterns of interaction. Patterns of interaction are currently under investigation in two distinct ways, by using reflective and diagnostic methodologies. Reflection upon measurable activity, clicks, information foraging [5] and sales provide compelling insights for business metrics, can be limited by their subjective constituents. In turn diagnosis based on reviewers or heuristic interpretations with little user involvement [15] produce contentious results. This study will attempt to combine both forms of investigation with a large participant group study producing empirical data to be reviewed using both quantitative and qualitative approaches.

1.1         Research aims

The aims and objectives of the research can be summarised as follows:

  • Why do internet users behave as they do, are their activities solely determined by website design? Or do they create their own pathways as a response to designated systems.
  • List common behaviours and attributes to discern if there is a pattern that can be mapped and predicted.

These present some added details in comparison to the original project aims and objectives, described in the project proposal (appendix 6). Differences and the reasons for them are discussed in the final conclusions (chapter 6).

1.2      Conceptual investigation

  • Technological Determinism
  • How it came about
  • Engineering to computing rather than social science to computing
  • Boudieur absolutes – linking social theory with technology
  • Statistical absolutes taken by industry
  • Conclusion
  • Dialectic Computing
  • Social Computing
  • Tavistock Institute
  • Human Computer Interaction
  • Cultural Cognition
  • Embodied Interaction
  • Organic Systems
  • Commodities
  • Biography
  • Conclusion
  • Shopping
  • Consumption
  • Dialectic Interaction
  • Tensions
  • Dynamic
  • Conventions
  • Mediation
  • Trust
  • Conclusion
  • Investigation Methodologies
  • Reflective methodologies
  • Information Scent
  • Internet Statistics
  • Diagnostic methodologies
  • Observational
  • Active Narrative
  • Goals
  • Adaptations
  • Conventions
  • Conclusion
  • Lexical Distribution of Activity
  • Activity as a language
  • Conclusion

2.       E-COMMERCE THEORETICAL UNDERPINNING

The main area of this research is to gain an understanding of how people use technology as an extension of their world [10], specifically in the mode of consumer e-commerce. This world view is augmented by a representation of social constructs by an evolutionary process of active agents of transformation [4] in technology and specifically the creation of an electronic media habitus. This constituency maintains its own cultural capital and produces a parallel distinctive counterpoint to popular and consumer cultures. The nature of human computer interactivity, it's cultural, educational and gender attributes has a key influence on the unification of money, knowledge and technological aspiration. These factors are also represented in technological deprivation and the personalised safety of internalised ignorance.

To relate instances of electronic media habitus a combination of activity biography [1], [12] and negotiated conventions [7] enable the development of an activity definition index. The cultural disposition of technology, interactions and resultant pathways remain difficult to interpret without recourse to such a framework.

3.       REFLECTIVE METHODOLOGY

Existing methodologies produce results that use complex mathematics to create algorithms [6], create subjective rules of design [15] or usability inspection tools [3]. Which are normally only used with existing websites, only reflecting upon current interactions.

2.1 Information Scent

The cognitive walkthrough of the web has evolved based upon the notion that users decide on their course of action based upon cues, which derive behavioural patterns of interaction then form guide routes of information scent [3]. Information scent has also been developed using aspects of information foraging both structured and unstructured [6]. The Bloodhound project seeks to establish a clear method showing consistent, measurable elements that provide benefit in the design of websites. However there is contention in the effectiveness of this methodology [14] by commercially driven consultants.

2.2 Internet Statistics

There remains a problem with accessing "actionable statistics" [8] for businesses, and while their credibility and measurability remains opaque there will be a question regarding their veracity [18].

4.       DIAGNOSTIC METHODOLOGY

The general interpretation of an open and untamed [2] source of information like the World Wide Web (WWW) requires a systematic review of actions. Actions and user activity [11] in relation to an observable world require a common representation to determine navigation and related target acquisition. Ethnographic studies related by an in-series testing system can reduce the anomalous results associated with subjective reflective data. Ultimately a lexical definition of activity is needed; in the interim the term narrative enables an interpolative review of data which will provide a clearer definition of activity.

3.1 Narrative

The understanding of human interaction can be viewed as participation in the creation of personal historical elements, which allow dispersion in potential trajectories [10] evolving of a self imposed narrative. This narrative can be observed in linguistic and engendered functions which require definition and contextualisation. However to effectively map these functions a lexicon approach [9] as associated with endangered languages, would allow the use of rational linguistic dimensions including orthography, morphology, syntax and semantics. The creation of a lexical basis [17] makes individual actions communicable aspects of communities of actions with related compound, processed and adaptive meanings.

Several hypothetical goals, adaptations and conventions can be derived from this research which will further refine and delineate additional aspects of narrative behavior to produce foundational lexical and activity indices.

3.1.1 Goals

Goals can be a descriptor of predetermined final destinations which can subsequently be reduced to a form of knowledge morpheme. These inter-related sub-rationale units while distinct and finite offer an activity based response to catalytic impositions by addition and adaptation.

3.1.2 Adaptations

Adaptation allows the extension of narratives [13] creating alternative perspectives on the same object or situation. Further modifications can be made in a process of engagement, by determining the user's perceptions or discernment of active adversity which produces redirection.

3.1.3 Conventions

Conventions allow the use of avatars [7] to create nodes within lexical frameworks, providing index points in a narrative activity. Agreement of conventions in social, emotional and commercial arenas for completion, enable a measurable resolution to tasks.

5.       PROPOSED RESEARCH METHODOLOGY

Data for this paper is being gathered through a three tiered research process. The target group for this research is consumers who purchase online, non-experienced WWW users based in the United Kingdom.

An initial pilot survey link has been introduced onto a number of United Kingdom based online shopping directories. Control questions have been used to define the target group and acquire basic demographic information. The survey consists of open ended questions with text areas to allow user to express their opinions on their online purchase experiences.

The main survey will be derived from the pilot by asking detailed questions related to the pilot results. This survey will use menu and dropdown tools with text areas to create both quantitative and qualitative primary data.

The final counterpoint survey will involve twelve participants (six consumers and six heuristic users) working on a series of scenario based activities derived from the main survey results. This ethnographic study will allow interactive testing and appraisal of user preferences, requirements and actual activity.

6.       CONCLUSION

While this paper seeks to review and define the boundaries of an ongoing associated data gathering exercise it has also produced a number of testable hypotheses to be reviewed after data acquisition.

The linking of action cues with ethnographics has the potential to define activity components, constituents, usage and compound derivatives which will allow measurable patterns of formation and defendable narrative component interpretation.

The use of lexical representations will provide a framework for the indexing of interconnected activity components which currently operate under diverse notations.

The ability to interpret interaction will form the basis of other studies to better understand and design e-commerce sites based on human interpretive activity.

REFERENCES

[1]   Appadurai, A. (1988) The social life of things. Commodities in cultural perspective, pp. 64–91. Cambridge:   Cambridge University Press.

[2]   Benyon, D., Turner, P., Turner, S. (2005). Designing Interactive Systems.

[3]   Blackmon, M., H., Polson, P., G., Kitajima, M., Lewis, C. (April 2002) Cognitive walkthrough of the Web. Conference on Human factors in Computing Systems: Proceedings of the SIGCHI conference on Human Factors in computing systems: Changing our World, changing ourselves. ACM Press: Minnesota, USA.

[4]   Bourdieu, P. (1990). Distinction: A Social Critique of the Judgement of Taste. Harvard University Press.

[5]   Chi, H., Pirollie, P., Pitkow, J. (2000) The Scent of a Site: A System for Analyzing and Predicting Information Scent, Usage and Usability of a Web Site. Xerox Palo Alto Research Centre.

[6]   Chi, H., Rosien, A., Supattanasiri, G., Williams, A., Royer, C., Chow, C., Robles, E., Dalal, B., Chen, J., Cousins, S.  (April 2003). Web usability: The bloodhound project: Automating discovery of web usability issues using the InfoScent™ simulator. Proceedings of the SIGCHI conference on Human factors in computing systems. Pages: 505 - 512. ACM Press: New York, NY, USA.

[7]  Clanton, C., Marks, H., Murray, J., Flanagan, M., Arble, F. (1998). Interactive narrative: stepping into our own stories. Conference on Human Factors in Computing Systems: CHI 98 conference summary on Human factors in computing systems. Pages: 88 - 89.  ACM Press: New York, NY, USA

[8]   Foley, P. (2001) Internet and e-commerce statistics. European Business Review. Vol 13, No. 2. Published: Emerald Fulltext.

[9]   Gulrajani, G. (August 2003) SHAWEL: Sharable and interactive Web-Lexicons. Max-Planck-Institute for Psycholinguistics. Max-Planck-Institute: Nijmegen

[10]   Jennings, P. (2005). Constructed Narratives a Tangible Social Interface. Creativity and Cognition: Proceedings of   the 5th conference on Creativity & cognition. Pages: 263 - 266. ACM Press: New York, NY, USA.

[11]   Jul, S., and Furnas, G., W. (1997) Navigation in Electronic Worlds: A CHI 97 Workshop. SIGCHI Bulletin Vol 29, No 4 October.

[12]   Kopytoff, I. (1988) The cultural biography of things: commoditization as process. In: Appadurai, A. (ed.) The social life of things. Commodities in cultural perspective, pp. 64–91. Cambridge: Cambridge University Press.

[13]   Nakhimovsky, A. (June 1988) Special issue on tense and aspect: Aspect, aspectual class, and the temporal structure of narrative. Computational Linguistics, Volume 14 Issue 2 Pages: 29 - 43. MIT Press:   Cambridge, MA, USA

[14]   Nielsen, J. (August 2, 2004). Deceivingly Strong Information Scent Costs Sales. Alertbox from http://www.useit.com/alertbox/20040802.html

[15]   Nielsen, J. (March 19, 2000). Why You Only Need to Test With 5 Users. Alertbox from http://www.useit.com/alertbox/20000319.html

[16]   Perea y Monsuwe, T., Dellaert, B., G., C., Ruyter, K. (2004). What drives consumers to shop online? A literature review. International Journal of Service Industry Management. Vol 12, No 1, Pages 102-121. Emerald Fulltext.

[17]   Pustejovsky, J. (December 1991). The Generative Lexicon. Computational Linguistics. Volume 17 Issue 4 Pages: 409 - 441. MIT Press: Cambridge, MA, USA.

[18]   Rosenfield, J. R., (November 2001). Lies damned lies, and internet statistics. Direct Marketing. Published: Garden City. Vol 64, Iss 7 pg 61 - 64.

16Jun/110

User experience as a process

Process thinking in user experience

The first step in user experience needs to be the recognition that every problem is different and will require a separate solution. Because if they are not, then every business is the same which they are clearly not.

In effect there is no quick fix or standard method but rather there is an armoury of methods each with associated risks, limitations and plus points. Anyone offering a standardise method without flexibility should be ask to leave as they about to cost you a fortune.

Offering user experience services is a bit like dungeons and dragons in that you role your 12 sided dice and hope the business does not throw some trolls at you.

I have worked with very well known agencies who are unable to get their clients to understand the importance of user experience - research, testing and design as they focus on the design component without proper understanding that it is only one part of a three stage process. The reason that clients give for not paying for research and testing is the assumption that user experience people a such great experts that they can do their job in total isolation from the business and the end users. Maybe 'Super User Experience Person' does exist but I doubt it, more importantly users change.

Some process steps for user experience

This process list is based on personal experience and is open to reduction or extension based upon just how savvy the client is and how must they really want to be successful rather than just being seen to be doing something.

1. Understand the problem
2. Do research
3. Analyse research
4. Get validation
5. Compose concepts
6. Create buy-in
7. Define the audience (actors)
8. Create personas
8.1 Research
9. Define critical tasks
9.1 Research
10. Define key pathways
10.1 Main pathway
10.2 Alternative pathways
10.3 Failure pathways
11. Set the tone of voice
11.1 Type of language
11.2 Level of formality
11.3 Use of jargon, brand identity or subject specific words
11.4 Content style
11.4.1 Meta standards
11.4.2 Content object model
11.5 SEO if web based
12: Wireframes
12.1 Selection of type & method
12.1 Wireframe Concepts
12.1.1 User testing
12.2 Wireframe sketches
- Client sign off
12.3 Wireframe prototypes
12.3.1 User testing
- Client review
12.4 Wireframe & Visual design integration
13. Functional specification & analytics specification
- Pass to development
14. Usability Test plan
15. Accessibility Test plan
16. Functional & Content Test plan
17. Testing handover with participant screening document
18. Review testing results
19. Modify labels,  interactions & structure in line with findings
20. Done, until .....
21. Check interactions based upon analytics and more user testing.
22. Offer enhancements to clients.

23Apr/110

Supporting users with design principals

User centred design (UCD)

User centred design (UCD) is a project approach that puts the intended users (audience) of a product or piece of technology at the centre of its research, design and development. It does this by talking directly to the user at key points in the project to make sure the product or piece of technology will deliver upon their perceived requirements and align the client with their users or consumers.

Supporting general interactive behaviours

New systems must comply with but not limited to the following provisions;

Provide context and orientation information

Provide context and orientation information to help users understand;

  • Where they are
  • What it’s for
  • How to use

the complex pages or elements that they are viewing.

Provide location indication that consistent across all interfaces, which is not part of navigation. This is to help users know explicitly where they are and what data is shown so that they can be confident about their activities.

Grouping elements and providing contextual information about the relationships between elements can be useful for all users. Complex relationships between parts of a page may be difficult for people with any type of cognitive disability and people with visual disabilities to interpret.  Regardless of the working environment no two people think exactly the same way this divergence is based upon the various inputs and experience they have. Recognising variance and synergy in knowledge is a key finding from pilot studies that support the creation of personas and user scenarios.

Provide clear navigation mechanisms

Provide clear and consistent navigation mechanisms;

  • Orientation information
  • Navigation schema
    • Sub navigation
    • In app/widget controls
  • Site map
  • Help
    • Glossaries
  • Comparable experiences (to their other business or outside work experiences)

Interactive behaviours to increase the likelihood that a person will find what they are looking for and be able to interact with it.

Clear and consistent navigation mechanisms are important to people with cognitive disabilities or blindness, but fundamentally benefit all users and enable rapid adoption, reuse and buy-in.

Provide explicit interactive behaviours

Users require an absolute learning environment in order to quickly review and adopt new technologies.

The interactive behaviours of any system they use should make logical and emotional sense.

Interactive logic is driven by expectation, in that if a user clicks on text that is underlined they expect to go to another page related to that text (a hyperlink) therefore if text is blue and underlined but does not take the user to a new page, a user will doubt the technology and themselves as it creates insecurities. Other considerations related to interactive logic are about an expectation of delivery in that if a user clicks on a chart they expect to see the data behind it.

Interactive emotion was touched on in the previous point and is related to confusion, insecurities, doubt and conflicting emotions driven by unexpected interactions. Users when arriving at the wrong location in software expect the back button (if web service) to take them to the previous screen. In software they expect a link or return to last page. If the developer had locked pages or not considered a user wanting to go backwards or sideways in a planned pathway, the user will feel trapped, this is an interactive emotion. The users invested (time, knowledge) activity (purpose, task) has been trapped (voided, considered worthless) in a process and their perception is that they are unimportant.

The more users' expectations prove right, the more users will feel in control of the system and the more they will like it. And the more the system breaks users' expectations, the more they will feel insecure.

Ensure that text is clear and simple

Ensure that text is clear and simple so they may be more easily understood. Consistent title location, page layout, recognisable icons and easy to understand language benefit all users. However where users require subject specific language based upon their activities a glossary is advised to support the constant churn in user involvement.

Opening New Windows

Opening up new window is like a polluting a user screen it creates a loss of focus and no matter how great a mind a user has they will still lose their place when checking where they are in a process or task across multiple partially visible or hidden screens.

Designers open new windows on the theory that it keeps users focused on their system or it delineates separate activity. This creates a user hostile message and is self defeating since it breaks any trust in the delivery of technology that make users life better.

Non-Standard use of GUI Widgets

Consistency is one of the most powerful best practice principles. When things always behave the same, users don't have to worry about what will happen. Instead, they know what will happen base upon their earlier experience.

The worst consistency violations in technology are found in the use of GUI widgets such as radio buttons and checkboxes. The appropriate behaviour of these design elements is defined in the Windows Vista User Experience standard, the Macintosh human interface standard, and the Java UI standard. Which of these standards to follow depends on the platform used by the majority of your users, but it hardly matters for the most basic widgets since all the standards have close-to-identical rules.

Slow Server Response Times

Slow response times are the worst offender against user expectations.

Users don't care why response times are slow. All they know is that the technology doesn't offer good service. Slow response times often translate directly into a reduced level of trust and they always cause a loss of use and adoption as users find a work around.

Use of colour

Ensure that text and graphics are understandable when viewed without colour. If colour alone is used to convey information, people who cannot differentiate between certain colours and users with devices that have non-colour or non-visual displays will not receive the information.

When foreground and background colours are too close to the same hue, they may not provide sufficient contrast when viewed using monochrome displays or by people with different types of colour deficits.

Ensure user control of time sensitive content changes

Ensure that content that changes does so in a manner that is obvious or had a secondary advisory so that users are made aware of that change.

Design for device independence

Use features that enable activation of page elements via a variety of input devices.

4Mar/11Off

Requirements gathering methods determine value

There are lots ways to elicit UCD requirements so I don't intend on listing them all here, what I will note are some of the effective ways that I utilise. They can be described as structured, unstructured or a mixture of the two, but importantly the methods produce differing depth of requirements dependant not only on the method but on the skill of the facilitator and the characteristics of physical location used. In effect the method used is limited by the capability of the facilitator.

Research Structure

It is critical to determine if there is enough usable information around the project to be able to establish a valid research start point. Get the questions right and the answers follow, get the questions wrong and you’ll waste a fortune. If your unsure carry out a pilot study to find out what the questions are.

Methods

Observational / Reflective

Asking users to carry out their normal activities while being observed does take quite a bit of setting up so that the activity data is not skewed as a result of the observation. It is critical not to participate or lead the user. It is especially common when users are told the fine detail about the project; they will try to give you what they think you want. Often this is because they feel threatened by the process, the old notion of time and motion leading to them getting sacked is embedded in British culture. However this type of method is very useful in a pilot study to determine what type of activities should form the basis of questioning or workshop based co-creation.

Narrative

Narrative is about stories, like the narrator in a play, they see the whole thing being able to talk in the present, remind of the past, note the future or describe a similie that others can relate to even if they cannot yet relate to the main story. Asking users to describe how they think something should work, what the differences might be for different user types, how it’s done now, is there anything in other technology or experience that they can relate it to. In this way a multi-path picture can be built up from each participant for each interactive pathway within the new system or technology.

Diagnostic

Diagnostic is about testing something this will often manifest through workshops with groups of people. By setting a group a task or co-creation ‘Design the front page of your new website’ spending ‘K10,000,000 that’s Karl’s currency’ on to meet your goals and noting the group dynamic, decision making and outputs, very rich information is revealed by participants.

Show and Tell

Show and tell is imperative to feed back to participants what has happened to the information they have provided. More it can be used to validate key concepts and project directions in a fairly light environment, where participants can be highly critical knowing that everyone else is in the same frame of reference for that meeting.

Some of the Problems

Although the whole process exists to elicit information suitable to influence the project, some participants will have pet requirements that if not given the correct level of sycophantic response they will seek to invalidate the entire project as it does not represent their vision of what the project is any more. This type of attitude is very common when working with low pay low (self) risk bureaucrats, as they can personally destroy projects then blame it on 'expensive' consultants.

Case Study 4

On a national census project that was due to be run online and offline a member of the bureaucratic project team insisted that their opinions were correct on the basis of having won an award for a website ten years earlier. The opinions were very dated to the point of being bad practice, incorrect and were a constant disabler to the project. This client refused to consider an open support system, marketing website (to prepare country) or full language landing pages to support the full ethnic background of the country in question. The day to day engagement was painful, but the UX for the several forms, question logic and user interactions were eventually signed off even though the client never signed off the personas based upon the requirements they gave.

9Feb/110

Usability and Accessibility Standards

United States of America

The American National Standard Institute (NSSN, http://www.nssn.org ) provides a national resource for national and international standards. ANSI/HFES-200 is focused on design requirements and recommendations to increase effective usability of software interfaces.

International

International Standards Organisation (http://www.iso.ch/) ISO/TS 16071:2003, Ergonomics of human-system interaction covers issues associated with designing accessible software for people with the widest range of visual, hearing, motor and cognitive abilities, including those who are elderly and temporarily disabled.

Web Content Accessibility Guidelines (WCAG)

The Web Content Accessibility Guidelines (WCAG) documents explain how to make Web content accessible to people with disabilities. Web "content" generally refers to the information in a Web page or Web application, including text, images, forms, sounds, and such http://www.w3.org/WAI/intro/wcag.php

Switch to our mobile site