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Usability & Human Factors Approaches to Design Lecture a This material (Comp15_Unit8a) was developed by Columbia University, funded by the Department of Health and Human Services, Office of the National Coordinator for Health Information Technology under Award Number 1U24OC000003.

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Page 1: Usability & Human Factors · Usability & Human Factors Approaches to Design Lecture a This material (Comp15_Unit8a) was developed by Columbia University, funded by the Department

Usability & Human Factors

Approaches to Design

Lecture a

This material (Comp15_Unit8a) was developed by Columbia University, funded by the Department of Health and Human

Services, Office of the National Coordinator for Health Information Technology under Award Number 1U24OC000003.

Page 2: Usability & Human Factors · Usability & Human Factors Approaches to Design Lecture a This material (Comp15_Unit8a) was developed by Columbia University, funded by the Department

Approaches to DesignLearning Objectives

2

• Explain a user-centered design approach

(Lecture a)

• Define conceptual models (Lecture a)

– Explain the iterative design process

– Describe how requirements analysis

influences design

Health IT Workforce Curriculum

Version 3.0/Spring 2012

Usability & Human Factors

Approaches to Design

Lecture a

Page 3: Usability & Human Factors · Usability & Human Factors Approaches to Design Lecture a This material (Comp15_Unit8a) was developed by Columbia University, funded by the Department

Design

3Health IT Workforce Curriculum

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Usability & Human Factors

Approaches to Design

Lecture a

• A plan or scheme conceived in mind and

intended for subsequent execution

• Tradeoffs balancing conflicting

requirements

• Generating alternatives

• Use representations

– Diagrams, prototypes

Page 4: Usability & Human Factors · Usability & Human Factors Approaches to Design Lecture a This material (Comp15_Unit8a) was developed by Columbia University, funded by the Department

Interaction Design

• Focus on Users

• Specific Targets

– Usability

– Experience

• Iteration

• Key Question: How to optimize the users’interactions with a system so they support and extend users’ activities in effective, useful and usable ways

4Health IT Workforce Curriculum

Version 3.0/Spring 2012

Usability & Human Factors

Approaches to Design

Lecture a

Page 5: Usability & Human Factors · Usability & Human Factors Approaches to Design Lecture a This material (Comp15_Unit8a) was developed by Columbia University, funded by the Department

Why All the Fuss About Design?

• Documented usability problems in healthcare and their consequences

• Clinical information systems present problems in implementation & beyond

• Many systems do not adequately address customer specifications

• Fixing a problem in development phase costs 10 times more than in design phase

5Health IT Workforce Curriculum

Version 3.0/Spring 2012

Usability & Human Factors

Approaches to Design

Lecture a

Page 6: Usability & Human Factors · Usability & Human Factors Approaches to Design Lecture a This material (Comp15_Unit8a) was developed by Columbia University, funded by the Department

Usability Engineering

6Health IT Workforce Curriculum

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Usability & Human Factors

Approaches to Design

Lecture a

Requirements Analysis

Conceptual Mockup

Screen Design Standards

• Prototype

Detailed UI Design

Install Feedback

Enhancement

Page 7: Usability & Human Factors · Usability & Human Factors Approaches to Design Lecture a This material (Comp15_Unit8a) was developed by Columbia University, funded by the Department

A User-Centered Approach

7Health IT Workforce Curriculum

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Usability & Human Factors

Approaches to Design

Lecture a

• Cognitive, behavioral & attitudinal characteristics

• Nature of tasks performed

Early focus on users and task

• Study of users

Empirical measurement

• Design and development are responsive to user problems

• Cyclical process

Iterative Design

Page 8: Usability & Human Factors · Usability & Human Factors Approaches to Design Lecture a This material (Comp15_Unit8a) was developed by Columbia University, funded by the Department

Focus on Users and Tasks

• Users’ tasks and goals drive development

• Focus on user behavior and context of use– System designed to support them

• Capture characteristics of users (capabilities & constraints)

• Users are involved from the inception through cycles of iterative development

• All design decisions taken within context of users, their work and environment

8Health IT Workforce Curriculum

Version 3.0/Spring 2012

Usability & Human Factors

Approaches to Design

Lecture a

Page 9: Usability & Human Factors · Usability & Human Factors Approaches to Design Lecture a This material (Comp15_Unit8a) was developed by Columbia University, funded by the Department

Design Process

9Health IT Workforce Curriculum

Version 3.0/Spring 2012

Usability & Human Factors

Approaches to Design

Lecture a

Page 10: Usability & Human Factors · Usability & Human Factors Approaches to Design Lecture a This material (Comp15_Unit8a) was developed by Columbia University, funded by the Department

Design Thought Exercise

• Imagine you organize your books, CDs and DVDs into a system/database that provides easy access to all information that you need

• Imagine doing it for a friend or your father who is just learning to use a computer

Kaufman, D. (2012).

10Health IT Workforce Curriculum

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Usability & Human Factors

Approaches to Design

Lecture a

Page 11: Usability & Human Factors · Usability & Human Factors Approaches to Design Lecture a This material (Comp15_Unit8a) was developed by Columbia University, funded by the Department

Think About the Space Problem

11Health IT Workforce Curriculum

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Usability & Human Factors

Approaches to Design

Lecture a

What are we trying to accomplish?

Organizing content

• Ease of access, support queries

Supporting tasks

Users with different skill levels

• (desktop, laptop, iPhone)

Support different displays

Define conceptual model

Page 12: Usability & Human Factors · Usability & Human Factors Approaches to Design Lecture a This material (Comp15_Unit8a) was developed by Columbia University, funded by the Department

Conceptual Model

12Health IT Workforce Curriculum

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Usability & Human Factors

Approaches to Design

Lecture a

• Structure outlining the concepts and relations that form the product—not the user interface

Abstraction outlines what people can do with a product and concepts needed to understand how to interact with it

Metaphors used to convey a product

Concepts including the task domain objects, their attributes and operations that can be performed

Mappings between concepts and user experience

Page 13: Usability & Human Factors · Usability & Human Factors Approaches to Design Lecture a This material (Comp15_Unit8a) was developed by Columbia University, funded by the Department

Visicalc

Wikimedia Commons GNU General Public License http://upload.wikimedia.org/wikipedia/commons/7/7a/Visicalc.png

13Health IT Workforce Curriculum

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Usability & Human Factors

Approaches to Design

Lecture a

Page 14: Usability & Human Factors · Usability & Human Factors Approaches to Design Lecture a This material (Comp15_Unit8a) was developed by Columbia University, funded by the Department

Visicalc Conceptual Model

14Health IT Workforce Curriculum

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Usability & Human Factors

Approaches to Design

Lecture a

First spreadsheet-a robust conceptual model (CM) that endures

• Create a piece of software analogous to a ledger sheet—already familiar to users

• Make it interactive allowing user to input and change data in any of the cells

• Perform a range of calculations in response to user input

• Target a range of users

Key goals of CM:

Page 15: Usability & Human Factors · Usability & Human Factors Approaches to Design Lecture a This material (Comp15_Unit8a) was developed by Columbia University, funded by the Department

Lifecycle Models

15Health IT Workforce Curriculum

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Usability & Human Factors

Approaches to Design

Lecture a

Represents activities involved in the design process

Prototypical Models

Waterfall Spiral RAD StarUsability

Engineering

Page 16: Usability & Human Factors · Usability & Human Factors Approaches to Design Lecture a This material (Comp15_Unit8a) was developed by Columbia University, funded by the Department

Waterfall Lifecycle Model

16Health IT Workforce Curriculum

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Usability & Human Factors

Approaches to Design

Lecture a

Requirements Analysis

Design

Code

Test

Maintain

Page 17: Usability & Human Factors · Usability & Human Factors Approaches to Design Lecture a This material (Comp15_Unit8a) was developed by Columbia University, funded by the Department

Waterfall Model

• The original model for software engineering

• Linear model with clearly delineated tasks

• Problems

• No central role for users/no iteration and limited feedback

• Too rigid—not responsive to requirement changes

• Inconsistent with designers inherently nonlinear work practices

17Health IT Workforce Curriculum

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Usability & Human Factors

Approaches to Design

Lecture a

Page 18: Usability & Human Factors · Usability & Human Factors Approaches to Design Lecture a This material (Comp15_Unit8a) was developed by Columbia University, funded by the Department

Star Lifecycle Model

Preece, J., Rogers, Y., & Sharp, H. (2007).

18Health IT Workforce Curriculum

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Approaches to Design

Lecture a

Implement

Prototype

Evaluate

Requirements

Concept

Task Analysis

Page 19: Usability & Human Factors · Usability & Human Factors Approaches to Design Lecture a This material (Comp15_Unit8a) was developed by Columbia University, funded by the Department

Star Lifecycle Model (cont.)

• Inherently nonlinear—does not specify ordering of activities

• Accentuates bottom-up, free thinking and creative practices of designer

• Evaluation is viewed as integral to all stages and continuous

• Problem: Too much flexibility, lack of systematic coordination and process is underspecified

19Health IT Workforce Curriculum

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Usability & Human Factors

Approaches to Design

Lecture a

Page 20: Usability & Human Factors · Usability & Human Factors Approaches to Design Lecture a This material (Comp15_Unit8a) was developed by Columbia University, funded by the Department

The Usability Engineering Life Cycle

Mayhew, J.D. (1999).

20Health IT Workforce Curriculum

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Usability & Human Factors

Approaches to Design

Lecture a

User

Profile

Task

Analysis

Platform

Capabilities/

Constraints

General Design

Principles

Usability

Goals

Style

Guide

Work Re-

engineering

Conceptual

Model (CM)

Design

CM Mockups

Iterative CM

Evaluation

Screen Design

Standards

(SDS)

SDS

Prototyping

Iterative SDS

Evaluation

Iterative CM

Evaluation

Style

Guide

Detailed User

Interface

Design (DUID)

Iterative DUID

EvaluationStyle

Guide

Level 1 Level 2 Level 3

Met

Usability

Goals?

Yes

Style

Guide

No

Met

Usability

Goals?

Eliminated

Major

Flaws?Start Application

Design/Development

Model/Implementation ModelStart Application Architecture

YesNoYesNo

Yes

Requirements

Analysis

A

Design/Testing/Development

Functionality

Addressed?No

Page 21: Usability & Human Factors · Usability & Human Factors Approaches to Design Lecture a This material (Comp15_Unit8a) was developed by Columbia University, funded by the Department

Usability Engineering Lifecycle (UEL)

• Developed by Mayhew (1999) with the

goal of thoroughly integrating usability

considerations into all phases of design

• Core aspects/superordinate phases:

– Requirements analysis

– Design/testing/development

– Decomposed into levels & detailed

subprocesses

21Health IT Workforce Curriculum

Version 3.0/Spring 2012

Usability & Human Factors

Approaches to Design

Lecture a

Page 22: Usability & Human Factors · Usability & Human Factors Approaches to Design Lecture a This material (Comp15_Unit8a) was developed by Columbia University, funded by the Department

UEL Requirements Analysis

22Health IT Workforce Curriculum

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Usability & Human Factors

Approaches to Design

Lecture a

User(s) Profile

• Specific user/population characteristics related to interface design

Contextual task analysis

• Users’ current tasks, workflows and conceptual frameworks

Usability goal setting

• Qualitative and quantitative goals reflecting minimal acceptable performance

Platform capabilities and constraints

General design guidelines

Page 23: Usability & Human Factors · Usability & Human Factors Approaches to Design Lecture a This material (Comp15_Unit8a) was developed by Columbia University, funded by the Department

UEL Design Phase: Level 1 Design

23Health IT Workforce Curriculum

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Usability & Human Factors

Approaches to Design

Lecture a

Work Re-engineering

Based on requirements

analysis

Abstract organization and workflow

Conceptual Model (CM)

Design/Mockups

Navigational pathways and major displays are identified

Expressed as paper and pencil or prototype

Iterative CM Evaluation

Mockup is evaluated as if it were a real

interface

Page 24: Usability & Human Factors · Usability & Human Factors Approaches to Design Lecture a This material (Comp15_Unit8a) was developed by Columbia University, funded by the Department

UEL Design Phase: Levels 2 and 3

24Health IT Workforce Curriculum

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Usability & Human Factors

Approaches to Design

Lecture a

Screen Design Standards/

Prototyping & Evaluation

• Standards, conventions and themes applied to all screens

• Formal usability testing evaluation

• Standardized and validated as a style guide

Detailed User Interface Design

• Based on refined conceptual model and screen design standards

Iterative Detailed User Interface

Design Evaluation

• Expanded usability evaluation to unassessed subsets of functionality and categories of users

Page 25: Usability & Human Factors · Usability & Human Factors Approaches to Design Lecture a This material (Comp15_Unit8a) was developed by Columbia University, funded by the Department

Approaches to DesignSummary – Lecture a

• Focus on design as a plan or scheme conceived in mind and intended for subsequent execution– Tradeoffs

• Conceptual model outlines what people can do with a product and ways to understand how to interact with it

• Design Lifecycles

• Up next: focus on requirements, prototypes and participatory design

25Health IT Workforce Curriculum

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Approaches to Design

Lecture a

Page 26: Usability & Human Factors · Usability & Human Factors Approaches to Design Lecture a This material (Comp15_Unit8a) was developed by Columbia University, funded by the Department

Approaches to DesignReferences – Lecture a

References

Kaufman, D.R., Pevzner, J, Hilliman, C., Weinstock, R.S., Teresi, J. Shea, S. & Starren, J. (2006). Re-designing a

telehealth diabetes management program for a digital divide seniors population. Home, Healthcare, Management

& Practice. 18: 223-234.

Hilliman, C.A., Cimino, J.J., Lai, A.M., Kaufman, D.R., Starren, J.B., Shea, S. (2009). The effects of redesigning the

IDEATel architecture on glucose uploads. Telemed J E Health. Apr;15(3):248-54.

Images

Slide 10: Kaufman, D. (2012). Design through exercise. Personal picture- Department of Biomedical Informatics,

Columbia University Medical Center.

Slide 13: Retrieve d August 20th, 2010 from Wikimedia Commons GNU General Public License

http://upload.wikimedia.org/wikipedia/commons/7/7a/Visicalc.png.

Slide 18: Preece, J., Rogers, Y., & Sharp, H. (2007). Interaction Design: Beyond Human-Computer Interaction (2nd

ed.). West Sussex, England: Wiley.

Slide 20: Mayhew, J.D. (1999). The Usability Engineering Lifecycle: A Practitioner’s Guide to User Interface Design.

Morgan Kaufmann Publishers Inc., California.

26Health IT Workforce Curriculum

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Approaches to Design

Lecture a