The Usability Process in Computer Science
Copyright 1995 Richard Halstead-Nussloch
All rights reserved
The usability process is an extremely important aspect of
computer human factors. Because the purpose many people
purchase computers is to use them, a process to ensure they are
usable is always key. Many different approaches have been
defined for defined for performing usability work. Most of them
that I recommend have these elements:
- Identifying usability requirements for a target group of
users/customers
- Establishing usability objectives
- Relating usability measures or metrics to the usability
objectives
- Setting criteria or design points in terms of those objectives
- Designing iteratively or incrementally to the criteria
(design is linked to testing)
- Testing the usability of products, components, prototypes,
and designs
- Surveying customer satisfaction and performing post-install
follow-up
Identifying usability requirements
This step is best done in collaboration with product planners.
It is best done up front before any design or code is begun.
The requirements stage is the entry point for usability
processes that link to the business process, i.e., those that
incorporate user-centered design, contextual design, focus
groups, quality management, and management of customer
satisfaction.
Establishing usability objectives
This step is best done through compilation or summary of the
usability requirements. This stage is the entry point for
usability processes that are tied to technical development.
Usability objectives need to be measurable. Standard objectives
include (but are not limited to):
- The workstation must be used both while standing and while
seated
- The system must support keyboard and telephone access
- The system must be easy to use
- The system must be simple to learn
- The users must be comfortable with the system
Relating usability measures or metrics to the usability objectives
This step is best done through setting up a table showing how
measurement of the objectives will be done. In the left column,
place the objective. In the right column, place the measure or
metric. Standard metrics and measures include:
- Time on task
- Errors
- Task path and task flow
- Rated complexity, comfort, satisfaction, etc.
Setting Criteria or Design Points on the Usability Measures
This step is extremely important, as the criteria determine when
the design work is complete. The criteria are set to identify
when customer needs are met.
Designing iteratively
This step is repeated until the design tests out as meeting
customer needs and criteria. This is an opportunity for
synergistic teamwork among developers, user interface designers,
coders, marketing, and even users and customers.
Testing
The designs, prototypes, product components, products,
documentation, etc. should be tested. Testing should be done
early and often and be an integral part of all stages of
development. Once the product is developed, the final
integration or acceptance test should incorporate usability.
Task-scenario-based testing is most often the best choice. In
this kind of testing, typical task scenarios are developed, and
actual users evaluate the system's usability through performing
those tasks.
Surveying customer satisfaction and performing post-install follow-up
Once the product is released, usability questions should be a
part of the customer satisfaction survey. A post-install
follow-up should examine how well the original usability
requirements were met, and assess any impacts of any usability
changes or trade-offs made during development.
A Sample Usability Plan
Computer-Based Training for Children Concerning Care of Pet
Rodents
System Overview
For many children, pets are an important part of growing up.
Pets provide an opportunity to view the cycle of life, and
provide opportunities for young people to take on responsibility
of a fulfilling, meaningful nature. Popular pets now include
cats, dogs, and birds, and rodents are growing in popularity.
These include hamsters, mice, rats, gerbils, etc.
Unfortunately, market research shows pet rodents are not as well
cared for, all things considered, as are birds, cats, and dogs.
This research also shows that lack of knowledge on the part of
children and adults is a primary cause. Furthermore, children
appear motivated to care for their rodent pets.
The system to be evaluated in this plan is a multimedia
instructional title with the purpose of providing engaging
instruction for children in the care of pets, particularly small
rodents.
Usability requirements
The primary target audience and users include children, aged 5
to 12, with children aged 13 to 17, and parents comprising a
secondary audience. The usability of the system should support
ease of use, not get in the way of and support learning, and
make the user comfortable and satisfied. Usability requirements
will be documented in terms of user interface objects and
typical user tasks that our title must support.
Usability objectives
The user interface and usability of the title should be:
- Easy to use for children and adults
- Simple to learn for children and adults
- Easy to install and maintain for adults
- Easy to start for children
- Engaging and supportive of learning, leading to high levels
of comfort and satisfaction.
The user interface and usability must be evaluated as good as or
better than the following competitive titles, which serve as a
baseline to our title:
- Broderbund's (TM) Living Books titles
- Mindscape's (TM) Mavis Beacon for Kids
Usability metrics and measures
Time-on-task, errors, assistance request, and task flow through
the task scenarios are standard measures that will be used
throughout the usability process. Comfort and satisfaction
questionnaires will be used to assess those factors. Specific
metrics for each objective are covered in the next section on
usability criteria.
Usability criteria
Two kinds of criteria are established:
1) Competitive criteria
Our title must have the same or better
usability than the competitive titles listed above. Usability
levels for those titles are described in company confidential
report xyz.
2) Product criteria
Our title must meet specific criteria
defined as a part of the overall quality process for our
development. Criteria specific to this product include:
- The learning title will be easy to use if both children and
adults are able to complete a given task within 150% of the time
and errors required by an expert.
- The title will be simple to learn if 80% of all children and all
adults learn how to do each task to completion within the second
try, and 100% learn within four tries.
- The title will be easy to install if an adult can successfully
complete installation within 15 minutes, and does not make over
6 errors.
- The title will be easy to start if at least 90 percent of all
children can effectively start the application within the third
try.
- The title will be engaging, comfortable, and supportive of
learning if it achieves 85% satisfaction as measured on a
satisfaction survey from all evaluators. It should achieve 95%
satisfaction from at least 60% of the evaluators.
Iterative design plan
Usability staff and user-interface designers will work closely
with planners, requirements experts, and coders to iteratively
design the user interface. We will start from the company
guidelines and conventions, and enhance these standards to meet
the usability needs identified in the requirements phases. All
issues and conflicts will be arbitrated through a usability
evaluation employing representative customers and users.
Usability testing
Usability testing and evaluation will be performed as a part of
all testing done as the company quality process. This includes
concept, prototype, unit, system, and install testing. It will
employ the conventional task-scenario based testing using actual
users/customers. Conventions for testing are described in
company practice manual PQR.
Post-install activity and customer satisfaction survey
Usability staff will review trouble reports and calls to the
support line for usability problems. Usability staff will
support marketing and planning in the customer satisfaction
survey required as a part of the company quality process.
Pertinent data, conclusions, and recommendations will be
forwarded to all appropriate company functions.