Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola [email protected]...

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Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola [email protected] [email protected]

Transcript of Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola [email protected]...

Page 1: Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola joe.dvorak@motorola.com j.dvorak@media.mit.edu.

Taming the Borg:Design Principles for Transparent Use

Joe Dvorak, Motorola

[email protected]

[email protected]

Page 2: Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola joe.dvorak@motorola.com j.dvorak@media.mit.edu.

Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 2 MIT IAP, January, 2007

Outline

Why bad experiences? Transparent Use Design Mindset: Operational

Inertia How is Operational Inertia Generated? Break Transparent Use Design Principles Exercise: Applying the design principles

Page 3: Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola joe.dvorak@motorola.com j.dvorak@media.mit.edu.

Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 3 MIT IAP, January, 2007

Putting Things in Perspective These principles will not

End world hunger Bring world peace Make you rich

They can help you to design devices, services, and systems that allow people to perform their basic tasks without focusing on the technology helping them

Some of this will seem like common sense (it is) This is still very much a work in progress

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 4 MIT IAP, January, 2007

Some Not So Wonderful Experiences

PC Boot upRepeatedly filling out same information

Setting a digital watch

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What Are Some Of Your Experiences?

*

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 6 MIT IAP, January, 2007

Other Examples

Unexpected Behavior

Jewelry Clasps Small Buttons Conflicting Controls

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 7 MIT IAP, January, 2007

Why are these experiences so unsatisfactory?

PC Boot upRepeatedly filling out same information

Setting a digital watch

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 8 MIT IAP, January, 2007

Why the Bad Experience?

These situations have common elements You had a specific task you wanted to

accomplish Using the PC Visiting a web site Setting your watch

Reading an email

Ordering a product

Obtain the time

Nothing to do with the device or service used!

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 9 MIT IAP, January, 2007

Why the Bad Experience?

These situations have in common In each case, the device or service (PC,

Web page, digital watch) imposed itself between you and your real task It impeded your ability to complete

the real task as quickly and efficiently as you would have liked

Page 10: Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola joe.dvorak@motorola.com j.dvorak@media.mit.edu.

Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 10 MIT IAP, January, 2007

Why the Bad Experience?

Real task had inherently nothing to do with the specific device used

Devices are only the mechanism chosen or required to perform task Did not want to use the device for the

sake of using and enjoying the device itself

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 11 MIT IAP, January, 2007

Why the Bad Experience?

Device made you take notice of it Switched your attention from real task

to task of using the device Getting the PC ready for use Reentering the same information into

the same fields of the web page Navigating the confusing menu

structure of the watch with the few, small, overloaded buttons to update settings

Page 12: Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola joe.dvorak@motorola.com j.dvorak@media.mit.edu.

Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 12 MIT IAP, January, 2007

Why Is This Important?

Perceived value changes Before purchase

and use After purchase

and use Source of user

dissatisfaction Major reason for

user abandonment of devices

User Satisfaction

Abandonment

User Satisfaction

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 13 MIT IAP, January, 2007

Why are these experiences so unsatisfactory?

PC Boot up Repeatedly filling out same information

They each have too much Operational Inertia!They each have too much Operational Inertia!

Setting a digital watch

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 14 MIT IAP, January, 2007

A Design Philosophy for Transparent Use

Operational Inertia is the resistance a device, service, or system imposes against its use due to the way it is designed.

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 15 MIT IAP, January, 2007

Operational Inertia Components

Setup EffortAmount of effort it takes to get the device ready for use as intended

Interaction ComplexityEffort required to use the device for its intended function

Non-use ObtrusivenessHow often the device makes us aware of its presence when we are not using it for the primary task

PC: Booting up, launching startup apps, etc

Web page: Entering & reentering information

Watch: Putting the watch on and orienting it on the wrist

PC: Recovering from errors, using apps, etc

Web page: Reading low contrast text, removing pop-ups

Watch: Using the buttons to get information

PC: Space taken up on desk, floor, etc

Web page: Sounds audible when page is in the background, unsolicited popup windows

Watch: Preventing you from placing hands in pockets, hitting objects in the environment, etc

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 16 MIT IAP, January, 2007

What is a ‘Primary Task’? Tasks typically one of three degrees of

relevance to user User Primary Tasks

Task of direct user interest (the “real” tasks)

Experience with these tasks forms bulk of user opinion about the performance of a system

User Support Tasks Tasks of limited user interest System tasks with visible user

benefit & primary task relevance Device Oriented Tasks

Tasks relevant only to the device

Device OrientedTasks

User SupportTasks

User Tasks

User Task Hierarchy

Reading email

Purchasing a product

Finding the time of day

Archiving old emails

Requesting new credit card info

Changing between Daylight Savings Time and Standard Time

PC increasing its virtual memory

Re-logging in due to IP address change

Low battery indication

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 17 MIT IAP, January, 2007

What Is Meant By ‘Transparent Use’?

User’s primary task is accomplished without Focus on required devices and/or services Extensive manipulation of devices and/or

services Dealing with the constraints imposed by

required devices and/or services Does not require ‘simple’ devices

Devices must appear to user to be simple

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 18 MIT IAP, January, 2007

Types of Operational Inertia

Device Most common type

Service Application, middleware service, etc

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 19 MIT IAP, January, 2007

Types of Operational Inertia

Learning Initial learning of the device, service, or

system Having to take ‘refresher’ courses

System Multiple collaborating devices taken as a

whole The total user experience

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Device Operational Inertia

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 21 MIT IAP, January, 2007

Device Operational Inertia

Setup Effort: Getting the device ready for use Securing the device Orienting the device in space Opening covers, extending

antennae, etc Manipulating controls (e.g.

dialing, navigating menus, etc) Retrieving required setup

information (phone numbers, etc) Attaching device to user

Setup Effort For a Phone

•Retrieve•Orient•Open•Extend antenna•Look up the number•Dial•Wait for answer

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 22 MIT IAP, January, 2007

Device Operational Inertia

Setup Effort: Getting the device ready for use

A device oriented activity Rarely anything to do with

user’s real task Required by the device

Can reduce or eliminate desire to use the device or some of its services

Page 23: Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola joe.dvorak@motorola.com j.dvorak@media.mit.edu.

Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 23 MIT IAP, January, 2007

Device Operational Inertia

Interaction complexity: Effort required to use the device Includes obtrusiveness during

use How difficult it is to remember

or give commands Device’s mental model

complexity Confusing layout of controls Difficult to understand icons

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 24 MIT IAP, January, 2007

Device Operational Inertia

Interaction complexity: Effort required to use the device The more closely the mental model of the

device reflects the user’s mental model of the task they are trying to perform, the lower the Interaction Complexity

Actions required by the device not following the model are, from the user’s task point of view, irrelevant, a waste of time, and a prime source of frustration

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 25 MIT IAP, January, 2007

Device Operational Inertia Non use Obtrusiveness: Obtrusiveness

of the device when not being used How often the device makes its user

uncomfortable when it is not being used

How often it constrains motion or causes discomfort as user moves or assumes different postures

How often it reminds me of its presence when its not being used for the primary task

Page 26: Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola joe.dvorak@motorola.com j.dvorak@media.mit.edu.

Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 26 MIT IAP, January, 2007

Device Operational Inertia Non use Obtrusiveness: Obtrusiveness

of the device when not being used High levels of non-use obtrusiveness

Can result in damage to the device and/or objects around it Catching on objects Being pulled off the body

Significantly reduce the user’s desire to wear and/or use the system, greatly reducing its effectiveness

Page 27: Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola joe.dvorak@motorola.com j.dvorak@media.mit.edu.

Service Operational Inertia

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 28 MIT IAP, January, 2007

Service Operational Inertia

Setup Effort: Starting and configuring the service Accessing the location of the

application Traversing directory trees

Specifying the command Effort to authenticate or

authorize use

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 29 MIT IAP, January, 2007

Service Operational Inertia

Setup Effort: Starting and configuring the service Providing parameters or required

information Configuring other devices required

by the service Configuring or terminating other

services as required by the service

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 30 MIT IAP, January, 2007

Service Operational Inertia Interaction complexity: Effort required

to use the service Complexity/intuitiveness of the

commands Ease of getting help & effectiveness

of help Ease of navigating within service Ability to extrapolate to the use of

commands/functions used for the first time

Ease of recovery from errors

Page 31: Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola joe.dvorak@motorola.com j.dvorak@media.mit.edu.

Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 31 MIT IAP, January, 2007

Service Operational Inertia

Non use Obtrusiveness: System resources required when not executing Disk Space Ancillary monitoring processes Unsolicited requests for

information Device authorization as

PAN node

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Learning Operational Inertia

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 33 MIT IAP, January, 2007

Learning Operational Inertia Initial learning of how to use the

device, service, or system Mobile devices pose unique

challenges Devices tend to be small, with

small screens Highly integrated devices can

pose significant learning impedance Cell phone manuals often

200+ pages

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 34 MIT IAP, January, 2007

Learning Operational Inertia

Setup Effort Getting the course/manual ready to use

Interaction Complexity Difficulty in using, navigating lessons Difficulty in understanding lesson content Inability to repeat examples and exercises

Non Use Obtrusiveness Disk space and resources occupied when not

being used Inappropriate, unsolicited messages asking if the

user wants to take a refresher course

Page 35: Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola joe.dvorak@motorola.com j.dvorak@media.mit.edu.

Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 35 MIT IAP, January, 2007

Learning Operational Inertia

Potential approaches Selective help/instruction based user’s

task and level of proficiency Device hosted and based tutorial Pushing more intelligence down to the

device for more autonomous operation

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System Operational Inertia

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 37 MIT IAP, January, 2007

System Operational Inertia Setup Effort: Assembling,

configuring the system Gearing up / Tearing down

Appeal of integrated devices System configuration

Specifying I/O devices Specifying user preferences Connecting devices Transferring information to an

alternate device for use

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 38 MIT IAP, January, 2007

System Operational Inertia

Setup Effort: Assembling, configuring the system System maintenance

Clothing presents special issues

Ensuring all devices fully charged

System authentication

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 39 MIT IAP, January, 2007

System Operational Inertia

Interaction complexity: Difficulty of using the system as a whole Caused by deficiencies in the way

the devices of the system interact with one another

Difficulty of switching among different user interfaces Specific UI bound to task Same UI required for task duration

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 40 MIT IAP, January, 2007

System Operational Inertia

Interaction complexity: Difficulty of using the system as a whole Lack of collaboration among multiple UIs

No complementary use of multiple UIs within same task

Differing command formats, languages among devices, services

Data, feature incompatibility among devices

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 41 MIT IAP, January, 2007

System Operational Inertia Non use Obtrusiveness: The

obtrusiveness of all elements & devices in the system taken as a whole Degree to which the system makes

user aware element interaction when not using any of its components

Poor placement of connectors or attachment points on the clothing for devices Makes system obtrusive, regardless

of how well the devices themselves are designed

Page 42: Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola joe.dvorak@motorola.com j.dvorak@media.mit.edu.

Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 42 MIT IAP, January, 2007

System Operational Inertia

Non use Obtrusiveness: The obtrusiveness of all elements & devices in the system taken as a whole Often not apparent until after elements of the

system are logically integrated Difficult for open systems that accept devices

from third parties May need to accommodate new types of devices

never envisioned when the system was created Increases system OI when the new devices are

used if system interfaces are not robust

Page 43: Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola joe.dvorak@motorola.com j.dvorak@media.mit.edu.

Identify Sources of Operational Inertia in Your Experiences

Components Setup Effort Interaction Complexity Non-use Obtrusiveness

Types Device Service Learning System

*

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 44 MIT IAP, January, 2007

Other Examples

POLA Violations

Small buttons

Interaction Complexity

Setup EffortInteraction Complexity Non Use

Obtrusiveness

Jewelry ClaspsConflicting controls

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 45 MIT IAP, January, 2007

Reducing Operational Inertia

Goal is to eliminate or minimize OI

Difficult to do Lack of experience thinking

like this Some movement in this

direction Zero configuration

services Reducing Total Cost of

Ownership

Where is the rating for Ease of Use?

Page 46: Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola joe.dvorak@motorola.com j.dvorak@media.mit.edu.

Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 46 MIT IAP, January, 2007

Reducing Operational Inertia

Difficult to do Tension among OI elements

Reducing Non-use Obtrusiveness often increases interaction complexity

Reducing Interaction complexity often increases Setup Effort

Highly dependent on the quality of the system’s architectures

OI?

OI?

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 47 MIT IAP, January, 2007

Reducing Operational Inertia Focusing on user’s primary task during

development Activity Based Design vs. Human

Based Design Early user feedback in real world use Reducing complexity is not always

straightforward Some devices are inherently

complex Must reduce visible complexity

Complexity that is visible to, and experienced by, the user

GM Hy-wire Concept car

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 48 MIT IAP, January, 2007

Reducing Operational Inertia Approach wearables as a

system Appear to the user as a

single system, composed of a set of logically integrated, collaborating devices Not a collection of

individual devices User utilizes the different

devices in a consistent manner

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 49 MIT IAP, January, 2007

ZOID and NZOID

ZOIDZOID - Zero Operational Inertia Device/ service/ system No Setup Effort, No Interaction

Complexity, No Non-use Obtrusiveness

Currently an idealized abstraction

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 50 MIT IAP, January, 2007

ZOID and NZOID

NZOIDNZOID - Near Zero Operational Inertia Device/ service/ system “Minimal” Setup Effort,

Interaction Complexity, and Non-use Obtrusiveness

Example: eyeglasses, contacts Design mindset for device,

system, and service development

Next: Design PrinciplesWhat NZOIDs Are You Wearing?

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How is Operational Inertia Generated?

Previous

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 52 MIT IAP, January, 2007

5 Design Elements Generating OI

Integration

Wearability

Operation

Functionality

Appearance

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 53 MIT IAP, January, 2007

OI Generation Design Element: Wearability

Wearability

Integration

Operation

Functionality

Appearance

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 54 MIT IAP, January, 2007

Increasing Wearability Can Generate OI

Reducing the form factor can increase wearability Reducing weight, size Decreases non-use obtrusiveness

Decreasing non-use obtrusiveness beyond a certain point actually decreases the ease of use of the device

Requires rethinking of how we interact with the device

The NTT ‘Fingerphone’ represents a rethinking of the phone form factor to achieve decreases in size and complexity

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 55 MIT IAP, January, 2007

Increasing Wearability Can Generate OI

Cell phone makers have been especially aggressive Some phones are now so

small that their usability is compromised

Older persons with impaired eyesight

People with large hands and fingers

Continued emphasis on reducing the size of cell phones has resulted in very small screens and buttons, making it necessary to pay increased attention to avoid making mistakes in dialing and reading the display. Thus Interaction complexity is increased, even as non-use Obtrusiveness is decreased.

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 56 MIT IAP, January, 2007

OI Generation Design Element: Ease of Use

Operation

Integration

Wearability Functionality

Appearance

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 57 MIT IAP, January, 2007

Operating Sources of OI

                                 

Retrieving & storing information Interaction complexity

Manipulation or delay required for configuration and orientation Setup Effort

Gearing up problem Important aspect of system

design You do this daily

Not questioned – considered part of normal routine

Silence Satisfaction

Silence Resignation

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 58 MIT IAP, January, 2007

Operating Sources of OI

                                 

Activities that can increase the cognitive load on the user Selecting/remembering non intuitive commands

or patterns Number of semantically equivalent alternatives

which use different expressive mechanisms Especially important with multi modal UIs Also important for distributed systems (syntax)

Obtaining and utilizing help Switching applications Concurrent application interactions

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 59 MIT IAP, January, 2007

OI Generation Design Element: Appearance

Integration

Wearability

Operation

Functionality

Appearance

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 60 MIT IAP, January, 2007

Compelling Design Generators

Highly visible Form over function

Violation of standards Avoiding stigma associated with

assistive devices Distractive, ‘eye catching’ visible

characteristics Concealed/hard to access controls Confusing appearance of controls

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 61 MIT IAP, January, 2007

Compelling Design Generators

Invisible or Utilitarian Quest for miniaturization can be

an issue Handling

Placement/Embedding Avoiding stigma associated

with assistive devices Lack of visual cues can lead to

perceived violations of social customs or taboos

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 62 MIT IAP, January, 2007

OI Generation Design Element: Functionality

Functionality

Integration

Wearability

OperationAppearance

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 63 MIT IAP, January, 2007

Functionality Generators Feature Creep

Non cohesive functional identity Not respecting the medium

Designing beyond the device’s inherent IO capabilities

Being a control freak Maintaining control at too high a

level

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 64 MIT IAP, January, 2007

OI Generation Design Element: Integration

Integration

Wearability

Operation

Functionality

Appearance

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 65 MIT IAP, January, 2007

Integration Generators

Poor interfaces between system elements Impedance to information transfer among system

elements Lack of overall system coordinator

Multiple UI formats, command sets Separate, uncoordinated element behavior – lack

of synergistic collaboration Poor, laborious access to frequently used devices,

services ?

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10 Minute Break

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Transparent Use Design Principles

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 68 MIT IAP, January, 2007

Transparent Use Design Principles

These design principles seek to minimize the Operational Inertia of the object to which they are applied.

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 69 MIT IAP, January, 2007

Relationship to Other Usability Guidelines

Universal Design Focus on usability by all people,

to the greatest extent possible without device alteration

Focus on inclusion of disabled users

Aimed at general use products Suggests ‘What’, not ‘How’ Available at

http://www.design.ncsu.edu:8120/cud/univ_design/principles/udprinciples.htm

Universal Design Guidelines1. Equitable Use

2. Flexibility in Use

3. Simple and Intuitive Use

4. Perceptible Information

5. Tolerance for Error

6. Low Physical Effort

7. Size and Space for Approach and Use

Several principles of Universal Design map to the Transparent Use design principles (mapping shown in green)

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 70 MIT IAP, January, 2007

Relationship to Other Usability Guidelines

10 UI Design Heuristics Developed in 1989 by Jakob

Nielsen Focus is on user interface

design Based on a factor analysis of

249 usability problems Many principles map to

Transparency Design principles Available at

http://www.useit.com/papers/heuristic/heuristic_list.html

Nielson’s UI Design Guidelines

1. Visibility of system status

2. Match between system and the real world

3. User control and freedom

4. Consistency and standards

5. Error prevention

6. Recognition rather than recall

7. Flexibility and efficiency of use

8. Aesthetic and minimalist design

9. Help users recognize, diagnose, and recover from errors

10. Help and documentation

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 71 MIT IAP, January, 2007

Relationship with Activity Based Design Activity Based Design

Places activities, not user, at center of focus Activities: coordinated, integrated set of tasks Tasks composed of actions

Transparent Use Design Principles Focuses series of tasks performed related to a goal Primary task is directly related to the goal Also focuses on user’s structure, posture, etc Breaks each task into 3 parts

Setup effort Interaction Complexity Non-use Obtrusiveness

Categories reflect usage modes of entity over time within a task

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 72 MIT IAP, January, 2007

Assumptions Underlying Transparent Use Design Principles

Assumptions Device (or service, or system) belongs to a single person Device is with person for significant period of time Device is used to aid the user in their everyday tasks Device is not the focus nor the end goal of the user’s

tasks Provides several ‘How’ guidelines Embodies elements of Universal Design and Nielson’s UI

heuristics, and other design principles Most closely related to Activity Centered Design Augments, does not replace, these other design principles

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 73 MIT IAP, January, 2007

Transparent Use Design Principles

Encompasses

Physical design of devices

5 Design Elements Generating OI

Logical design of services

Software architecture

User interface SW design

Total system design

System architecture

Interface with external environment

Integration

Wearability

Operation

Functionality

CompellingDesign

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 74 MIT IAP, January, 2007

Transparent Use Design Principles

Goal is to design NZOIDs

Device in isolation

Service local to device

System’s inter-element interactions

System as whole

Eyeglasses: A Prototypical NZOID

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The Design Principles: Details

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 76 MIT IAP, January, 2007

Retain Host’s Basic Concept

Objects incorporating computing & communications retain their basic concept Embedded electronics enhance

original function of the host object Not alter or replace it A coat with embedded

electronics is still a coat

Embedding electronics into or attaching electronics to jewelry (in this case electronics integrated into a necklace with the battery in the back) should not require the user to treat it differently from a regular necklace

Transparent Use Design Principles

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 77 MIT IAP, January, 2007

Retain Host’s Basic Concept

Objects incorporating computing & communications retain their basic concept Must understand totality of object’s

normal usage patterns Implications for use and

maintenance of embedded electronics The more embedded, the more

difficult

Transparent Use Design Principles

Spectrum of Embeddedness

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 78 MIT IAP, January, 2007

Maintain Device Functions Within Usage Patterns

Maintain embedded computing and communication functions within the normal usage pattern of their host Do not require operations that

contradict or take away from the object’s essential concept Removing electronics from inside

prior to washing Plugging into an electrical outlet Changing batteries

Transparent Use Design Principles

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 79 MIT IAP, January, 2007

Maintain Device Functions Within Usage Patterns

Maintain embedded computing and communication functions within the normal usage pattern of their host Overload normal maintenance

affordances and activities Hanging up the garment Pulling up zippers, fastening

buttons, etc Authentication

Power generation while walking

Charging batteries while on hanger

Transparent Use Design Principles

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 80 MIT IAP, January, 2007

Maintain Device Functions Within Usage Patterns

Maintain embedded computing and communication functions within the normal usage pattern of their host Overload normal body actions

Generate power using the motion of the arms as they move

Walking to generate power from piezoelectric circuits in shoe

Kinetic watches contain internal electrical generators and use wrist motion while worn to generate power

Transparent Use Design Principles

Page 81: Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola joe.dvorak@motorola.com j.dvorak@media.mit.edu.

Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 81 MIT IAP, January, 2007

Minimize User Intervention Eliminate user intervention for tasks not directly

related to the current primary task of the user Find alternate mechanisms for non primary tasks Push control and intelligence closer to the

action Such intervention can be a source of

Non-use obtrusiveness (occurs when device is not being used)

Interaction Complexity (occurs when device is being used)

Transparent Use Design Principles

Page 82: Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola joe.dvorak@motorola.com j.dvorak@media.mit.edu.

Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 82 MIT IAP, January, 2007

Minimize User Intervention Many services operate in the background

Monitoring user’s environment Connecting new devices to system’s

PAN Use information about the user’s

environmental and situational context and preferences Reduces amount of information user

must supply Minimize number of times the user

must be involved in setting up or modifying a service

Transparent Use Design Principles

Requesting user intervention for authentication is an example of non-use obtrusiveness if it occurs while you are not using the device.By providing additional intelligence in the device, this non-use obtrusiveness can be reduced, although setup effort may be increased in the form of preference specification.

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 83 MIT IAP, January, 2007

Minimize User Intervention Constant requests for user intervention

increases the cognitive load on the user Rule bases and reasoning algorithms allow

system to determine what type of information is useful to the user at any point in time Condition interruption mechanism on

user’s current context Using pattern matching or common

sense reasoning to extend scope of rules Requires system provide on demand

visibility and explanations for actions

Transparent Use Design Principles

Setup Effort For a Phone

• Retrieve• Orient• Open• Extend antenna• Look up the number• Dial• Wait for answer

Device OrientedTasks

UserSupportTasks

User Tasks

User Task Hierarchy

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 84 MIT IAP, January, 2007

Minimize User Focus on Non-Primary Tasks Adopt the operational mental

model expected by the user May require supporting a

significant level of user customization

Success requires the system’s mental model to be intuitive, readily apparent, and pervasively applied

Use layered information presentation via context awareness

Transparent Use Design Principles

Example of reducing non-primary tasks:

• Allowing the user to employ their fingers and pointing and scaling devices instead of a stylus.

• Using an accelerometer to rotate the image to track the user’s rotation of the device.

• Use of intuitive finger motions to scale the image

The Apple iPhone

Page 85: Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola joe.dvorak@motorola.com j.dvorak@media.mit.edu.

Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 85 MIT IAP, January, 2007

Minimize User Focus on Non-Primary Tasks

Requires presenting information in ways that can be rapidly assimilated by the user Large fonts high contrast and

small groups of text on heads up displays

Displays must not be immersive Audio rendering mechanism

conditioned on context Repeated change in focus a

problem for heads up displays

Transparent Use Design Principles

When using Augmented Reality, care must be taken so that the overlaid information does not overly obscure the user’s field of view. In addition, the more information overlaid, the larger the cognitive load is put on the user to assimilate the information along with the external view.

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 87 MIT IAP, January, 2007

Minimize Visible Complexity Minimize visible complexity

regardless of the degree of inherent complexity Does not mean eliminate

inherent complexity Be aware of and utilize the

user’s environmental and situational context

Make decisions nearest the need

Significant InherentComplexity, Low Visible Complexity

Transparent Use Design Principles

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 88 MIT IAP, January, 2007

Minimize Visible Complexity

Minimize visible complexity regardless of the degree of inherent complexity Conform to a person’s

individual preferences, activities, and patterns

Do a few things and do them very well

Take a systems approach

Using context based soft controls can eliminate the use of physical controls and reduce the visible complexity of the device

Transparent Use Design Principles

Page 88: Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola joe.dvorak@motorola.com j.dvorak@media.mit.edu.

Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 89 MIT IAP, January, 2007

Build Upon / Amplify Normal User Actions

Increase the current user primary task action to accomplish a supportive or device task

Build upon a user’s primary task action to increase its effectiveness

Reduces the user’s required focus on the task

Decreases chance for error

Apple MagsafeTM Connector

Transparent Use Design Principles

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 90 MIT IAP, January, 2007

Complete/Correct Information in Fully Constrained Situations

Fully constrained situations There is only a single choice in the

information that is applicable The system knows the information

required to complete the task The system should enter the

information to allow the user to complete the task

Reduces the user’s cognitive load Does not have to correct the error Most effective if entering correct

information is confusing

Area code overlays lead to confusing dialing plans and fully constrained situations

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 91 MIT IAP, January, 2007

Consistent Command Specifications Design Command Specifications That Are

Consistent Across All Input Devices of the Same Modality

Major issue with speech interfaces in systems with multiple speech driven devices Each device implements different

command format User must use different command

format, depending on the device used Increases user’s cognitive load Difficult to create seamless applications

Transparent Use Design Principles

Page 91: Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola joe.dvorak@motorola.com j.dvorak@media.mit.edu.

Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 92 MIT IAP, January, 2007

Consistent Command Specifications Design Command Specifications That

Are Consistent Across All Input Devices of the Same Modality Enforce common grammar

structure among devices using the same IO medium Speech metagrammars Shared grammars

Centralized grammar manager with Virtual Speech Interface (VSI)

Transparent Use Design Principles

Grammar text file

Commandtext

Simple function VSI client

VSI Server

A VSI client sends its grammar text file to the VSI server. The VSI server converts the speech based commands to text commands and sends them to the client.

Virtual Speech Interface

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 93 MIT IAP, January, 2007

Utilize Patterns and Analogies People are much better at understanding

analogies and patterns than following long detailed lists of instructions

Provide example based help utilizing patterns and analogies rather than explanation based help Usually more concise and require less

speech to provide Multiple examples should be available so the

user can request more than one Offer explanations if details are requested

Transparent Use Design Principles

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 94 MIT IAP, January, 2007

Utilize Patterns and Analogies

“To create a reminder, follow this example: remind me at 4 pm on March 22 to go to the store”

“To create a reminder, say the words, remind me, followed by the time and date of the reminder. Then give the text of the reminder.”

Example Based Help

Explanation Based Help

Transparent Use Design Principles

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 95 MIT IAP, January, 2007

Minimize POLA Violations Systems should act as the user

expects based on their world experience Allows the user to form an

accurate mental model of the operation of the device, service, or system

Mental model must be followed pervasively If a violation must occur, the

system should provide an on demand explanation of why

Helps to minimize cognitive load

An example of a POLA violation is selecting a shortcut in an email attachment dialog window. The application inserts the shortcut file instead of the file pointed to by the shortcut. Surely what you did not want nor expect. Thus the violation.

Transparent Use Design Principles

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 96 MIT IAP, January, 2007

Minimize POLA Violations Employ Standards

Formal and de facto standards can reduce cognitive load

More likely embodies actions user is familiar with More closely fits their mental model Easier to remember

Example: mobile phone keypad Non standard key placement negates use

of neuromuscular memory Retraining adds source of Learning

Operational Inertia

Transparent Use Design Principles

Page 96: Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola joe.dvorak@motorola.com j.dvorak@media.mit.edu.

Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 97 MIT IAP, January, 2007

Disaggregate and Simplify Integrated devices are most successful when:

there is a clear consensus on the suite of devices that people wish to have and will consistently use in a single device,

the integrated functions can leverage off of one another and this leveraging is difficult or impossible to achieve without physical integration,

the integration does not significantly increase the complexity of operating the device, and

the technologies underlying the integrated devices are stable and slowly evolving so that the user feels his total investment is protected.

Transparent Use Design Principles

Page 97: Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola joe.dvorak@motorola.com j.dvorak@media.mit.edu.

Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 98 MIT IAP, January, 2007

Disaggregate and Simplify Separate functionality of the

single integrated device into multiple, collaborating devices Each does the functions it is

best suited for Fewer compromises

Can result in less visible complexity

Provides incremental upgrade path

Transparent Use Design Principles

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 99 MIT IAP, January, 2007

Disaggregate and Simplify

Must be designed as a system from the ground up Common architecture for device

collaboration Common user interface model

As more and more functions are added, the interactions among the services become more complex But each device remains at a lower

level of complexity than for the integrated device

Transparent Use Design Principles

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 100 MIT IAP, January, 2007

Use Body Conforming Shapes

Smooth lines and rounded corners

Concave inner surfaces to match neutral position body contour

Convex outside surface No external, out of form

protrusions Outside front surfaces slope to

rear surfaces at edges

Transparent Use Design Principles

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 101 MIT IAP, January, 2007

Use Body Conforming Shapes Inner surface mates to body

contours Segmented, articulated designs

Follows body contours even with rigid circuit boards Via wearable computer was

early example Now showing up in watch

phones

Creating A Conformal Shape

Segmented, Articulated

Transparent Use Design Principles

VIA Wearable Computer System Unit with flex joint

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 102 MIT IAP, January, 2007

Adapt To Body Contours Adapt to body’s contours and motion

in all planes Anticipate all typical wearable

positions on the body Segmented, articulated designs

Accommodates user movement, bending, twisting

Concentrate on effective areas Note that the wrist may be less

effective than first thought

Potential User Motion

Effective Locations

Transparent Use Design Principles

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 103 MIT IAP, January, 2007

Do Not Impede Body Operations

Do not impede normal operation of body limbs Account for intimate body space

~1” envelope around body Brain accounts for space to

avoid hitting body when moving limbs

Exceeding this space causes limbs to hit device

Intimate Body Space

Transparent Use Design Principles

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 104 MIT IAP, January, 2007

Do Not Impede Body Operations Do not impede normal operation of

body limbs Account for intimate body space

Trade off surface area for thickness

Account for putting on/manipulating clothing

Can eliminate some areas for wearables Wrist: Putting hands in pockets

Intimate Body Space

Transparent Use Design Principles

Trade off increased surface area (length and/or width) for less thickness

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 105 MIT IAP, January, 2007

Reduce Opportunities for Conflict Reduce opportunities for conflict with

the physical environment No outer concave surfaces No sharp corners or protrusions Trade off thickness for surface area Conflicts

Snagging on door levers Entanglement with seat belt Hitting objects Ejection from body

NoProtrusions

Transparent Use Design Principles

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 106 MIT IAP, January, 2007

Attachment to the Body

Attach to the body or clothing in a functional, but non-invasive, non-destructive manner Potential mechanisms

Magnets Velcro

Mechanism should not distort line of garment

Activation area large % of front surface area

Atta

chm

ent

No

n In

vasi

ven

ess Magnetic

Snaps

Straight Pin

Double Pin

Transparent Use Design Principles

Page 106: Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola joe.dvorak@motorola.com j.dvorak@media.mit.edu.

Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 107 MIT IAP, January, 2007

Attachment to the Body

Attach to the body or clothing in a functional, but non-invasive, non-destructive manner Use solid area of body as secure

base for pressing If unavailable, accommodate

pinching Especially important for formal

clothing Area requires more research

Pinching

Transparent Use Design Principles

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 108 MIT IAP, January, 2007

Maximize Output Information Density Minimize output to the user

when device/service/system is not being used

Output must have high information density Information content/ Output

volume Output must be relevant to

primary task

Use of context and techniques such as auto summarization and chunking can reduce the volume of output while maximizing its relevance to the current task.

ScanMessage

AutoSummarize

Chunking

Text ToSpeech

Speech Output

ApplicationContextManager

Output Text

Text Elements

Text Summaries

Series of Text Chunks

Transparent Use Design Principles

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 109 MIT IAP, January, 2007

Maximize Output Information Density

If output is from a support task, make the relevance to the primary user task clear Blunts the negative impact of

the interruption

Device OrientedTasks

UserSupportTasks

UserTasks

Transparent Use Design Principles

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Transparent Device Design Database

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 111 MIT IAP, January, 2007

Transparent Device Design Database

Database of design questions and strategies Basic questions of transparent device

design Derived questions Strategies Examples

Highly Linked

Basic Questions

Derived Questions Strategies

Examples

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ZOID Design Process

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 113 MIT IAP, January, 2007

Design Process1. Define host’s mental model

2. Define augmenting components and their functions

3. List user activities and their context

4. Act out/perform the activities with a device model

5. Identify all ZOID violations

6. Assign violation severity & priority

7. Cluster violations by OI area Setup Effort Interaction Complexity Non use Obtrusiveness

8. Propose solution for each violation

9. Review effect of proposed solution on other OI areas

10. Perform a OI design audit

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Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 114 MIT IAP, January, 2007

Design

Principle #

Application

Interaction Complexity-2 Lack of controls on surface; Use of contextual controls

Interaction Complexity -7 Separation of display and speaker/microphone from base

Non-Use Obtrusiveness-1,

Non-Use Obtrusiveness-2

Concave inner surfaces that face the body

Non-Use Obtrusiveness -3 Trade off additional surface area for reduced thickness

Non-Use Obtrusiveness -4 Convex outer shape, No protruding elements; Flush docking of peripherals

Interaction Complexity -1, Interaction Complexity -5,

Setup Effort-3

Automatic activation of peripherals upon undocking; Contextual application initiation upon undocking

Setup Effort -2, Setup Effort -3 Parasitic charging of peripherals while docked

Design Audit

Application of Conformable Design Principles to CSC

*

Page 114: Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola joe.dvorak@motorola.com j.dvorak@media.mit.edu.

Design Problems: Minimize OI

Page 115: Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola joe.dvorak@motorola.com j.dvorak@media.mit.edu.

Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 116 MIT IAP, January, 2007

Design Problem and a Solution

POLA ViolationsInteraction Complexity

Principle: Minimize POLA ViolationsSolution Strategies: Apply shortcut policy throughout the OS. Maintain a consistent mental model of the Shortcut concept: Selecting the shortcut accesses the shortcut target.

Page 116: Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola joe.dvorak@motorola.com j.dvorak@media.mit.edu.

Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 117 MIT IAP, January, 2007

Design Problem and a Solution

Setup EffortJewelry Clasps

Principle: Build Upon / Amplify Normal Use Actions

Solution Strategies: Attach magnetic clasps to ends of necklace. Necklace wearer brings the magnetic clasps into close proximity of each other than the clasps close.

Page 117: Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola joe.dvorak@motorola.com j.dvorak@media.mit.edu.

Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 118 MIT IAP, January, 2007

Design Problem and a Solution

Small buttonsInteraction Complexity

Principle: Minimize User Focus on non – Primary Tasks

Solution Strategies: Use larger buttons in a horizontal arrangement. Ensure that the buttons are raised sufficiently to allow easy determination of shape by touch to select correct button (up or down)

Page 118: Taming the Borg: Design Principles for Transparent Use Joe Dvorak, Motorola joe.dvorak@motorola.com j.dvorak@media.mit.edu.

Design Principles for Transparent UseJoe Dvorak, [email protected]

Slide 119 MIT IAP, January, 2007

Design Problem and a Solution

Non Use Obtrusiveness

Conflicting controls

Principle: Reduce Opportunity for Conflict With the Physical Environment

Solution Strategies: Since the position and arrangement of the PTT and volume buttons are iconic on these phones their position cannot be changed. So when the flip button is pushed (and a call is not incoming), mute the volume until the flip reaches the fully open position to avoid the issue.