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Defining and Evaluating Usability Criteria for
Content Management Systems
Saurabh Kudesia
Customer Documentation Manager
Nokia Siemens Networks, Bangalore
August 2011




1   © Nokia Siemens Networks 2011   Presented at STC India Usability Conference 2011, Bangalore, India
About the Speaker

• Customer Documentation Manager, Nokia Siemens Networks, Bangalore
• Co-founder, former editor-in-chief, KnowGenesis International Journal for Technical
    Communication (IJTC)
•   Former associate editor of Directives, a newsletter published by the (STC) Management SIG
•   Reviewer: ISO/IEC 25612 standards for International Standards Organization (ISO)
•   Bachelor of Electronics and a Certified Scrum Master (CSM)
•   Alumnus of Symbiosis Institute (Pune) and IIM-B
•   Part of Author-it DevHub Community




2   © Nokia Siemens Networks 2011
In this Session




                     Generic Content
                     Management                            Usability
                                       Usability Testing
                     Framework (CMF)                       Measurement
                                       Tactics for CMS
                     and Usability                         Methodology
                     Perspectives




3   © Nokia Siemens Networks 2011
Content Management is Universal




        Micro                                                                               Macro

                                    The information viewpoint applies at different levels


4   © Nokia Siemens Networks 2011
Content Management Perspectives


                                               Distributes Business Value                Business Perspective


                                            Balances Organizational Forces               Organizational Perspective


    Content                               Combines Content-related disciplines           Content Perspective


                                    Collects/Manages/Publishes/Distributes Information   Process Perspective


                                                 Technical Infrastructure                Technical Perspective




5   © Nokia Siemens Networks 2011
Content Management Framework (CMF) Content/Process View

    Collection System                Management System     Publication System




                                                               Print     Syndication




                                                            Electronic      Web




     Impacts publication               Impacts component    Impacts access structure
          designs                           designs                 designs

6    © Nokia Siemens Networks 2011
Content Management Framework (CMF) Technical View

    Access                                    Interface                          Workflow                                             Auditing
                                           Formats/Standards
                                                                             Evaluation             Analysis
     Quality                               Format Conversion
    Assurance                                                                                                                           Audit Data
                                           Access Attributes
                                          Version Tracking

      R&D                                  Relational Links          Implementation                        Design              Usage/Performance Statistics




     Auditors
                                                 Tools                                Development
                                                                                                                               Issue Categorization/Tracking


                                     Automatic            Advanced
Support Teams                       Notifications          Search
                                                                                                                    Security


    Customers                            Feedback/Issue Reporting
                                                                                          Configuration and Administration




7        © Nokia Siemens Networks 2011
Usability Mea Culpa (or “That’s Not Architectural”)




           “Making a system’s user interface clear and easy to use is primarily a matter of getting
             the details of a user’s interaction correct…but these details are not architectural”
                    - Bass, Clements, and Kazman [Software Architecture in Practice, first edition]




8   © Nokia Siemens Networks 2011
The ‘Planes’ of User Experience


                                                Surface brings everything together visually: What will the finished
                                     Surface    product look like?



                                                Skeleton makes structure concrete: What components will enable
                                    Skeleton    people to use this site?



                                                Structure gives shape to scope: How will the pieces of the system fit
                                    Structure   together and behave?


                                                Scope transforms strategy into requirements: What features will the
                                     Scope      system need to include?



                                                Strategy is where it all begins: What do we want to get our of the
                                    Strategy    system? What do our users want?



9   © Nokia Siemens Networks 2011
The ‘Planes’ of User Experience

     Discrete ‘Planes’ of User Experience                                                Concurrent ‘Planes’ of User Experience
     Requiring work on each plane to finish before work on the next can start            A better approach is to have work on each plane finish before work on the
     leads to unsatisfactory results for the designers and the users.                    next can be finish.




                                                                                Effort
Effort




         Strategy            Scope        Structure   Skeleton     Surface                Strategy   Scope       Structure    Skeleton     Surface

                                           Time                                                                           Time




10        © Nokia Siemens Networks 2011
Usability Tactics

                                Runtime Tactics                                               Design time Tactics



Separate User                            Support User   Support System
                                                                                            Localize changes to User Interface
  Interface                                Initiative      Initiative
                                                                                                          code




                                           Cancel         User Model
                                            Undo         System Model
                                          Aggregate       Task Model



     Runtime Tactics                                                     Design time Tactics
     • Maintain a model of the task                                      • Localize changes to user interface code
     • Maintain a model of the system                                    • Use supported software architecture patterns like Model-View-Controller
     • Maintain a model of the user                                        (MVC), Presentation-Abstraction-Control (PAC)




11       © Nokia Siemens Networks 2011
Quality Attributes Stimuli




     Availability                       Modifiability            Performance   Security

     Unexpected Event                   Functionality            Periodic      Display Services
     Non occurrence of expected event   Platform (Portability)   Stochastic    Modify Services
                                        Quality attribute        Sporadic      Modify Information
                                        Capacity (Scalability)                 Modify Access
                                                                               Reduce availability to system services




12   © Nokia Siemens Networks 2011
Usability General Scenarios


                                                      Stimulus                                        Response
                                                                               Artifact

                                Source                                   Environment                               Response Measure


Source                               Stimulus                 Artifact                    Response                          Response Measure
End Users                            Learn system features    System                      Support “learn system features”   Task Time
                                     Use system efficiently                               Support “use system efficiently   Number of errors
                                     Minimize error impact                                Minimize error impact             Number of problems solved
                                     Adapt system             Environment                 Adapt system                      User satisfaction
                                     Feel comfortable                                     Feel comfortable                  Gain of user knowledge
                                                              Run time                                                      Proportion of Successful operation
                                                              Configure time                                                Amount of time/data lost




13   © Nokia Siemens Networks 2011
Usability Measurement Methodology




Identification of                                        Measurement and       Result analysis and
Dimensional scale,                   Selecting the       Validation of Scale   estimation of
Sub constructs and                   Measurement model   based on              usability
item pool                                                measurement model




14   © Nokia Siemens Networks 2011
Usability Measurement is Fuzzy




15   © Nokia Siemens Networks 2011
Dimensional Scales, Sub Constructs and item pool
     Simplicity            Familiarity      Consistency         Visual Feedback   Responsiveness        Fault Tolerance          Scalability


     1. Visual Efficiency and Consistency                                              3. Interface-Task Performance
     Consistent Interface Design labeling                                              Simple structure to accomplish a task
     Consistent Interface Response                                                     UI screens don’t include too many elements
     Screen design inline with visual design principles
     Understandable Interface language
                                                                                       4. Interface Familiarity
                                                                                       Interface resemble user’s prior experience
     6. Efficient/Flexible Access to Content
                                                                                       Interface behaves similar to what user is accustomed to
     Easy interface design for accessing content
     No specialized training required to perform functions
     Shortcuts to access frequently used features                                      5. Interface Operation Performance
     Multiple options to perform the same action
     CMS loads fast                                                                    Prompt CMS responses to users’ prompts
     CMS has a flexible use                                                            Interface design changes are localized
                                                                                       Less user interaction required to complete a task

     7. Efficiency of Navigation                                                       2. Error Handling and Functional Efficiency
     Easy access to critical navigational buttons                                      Easy to understand error messages
     Navigation remains unaffected with increase in content volume                     Explicit error messages
                                                                                       No problems with CMS functions



16      © Nokia Siemens Networks 2011
Measurement Models

          Model 1: Strictly Uni-               Model 2: Group-Factor   Model 3: Essentially   Model 4: Multidimensional
             dimensional                               Model            Unidimensional           Structural Model




     E1             X1


     E2             X2

     E3             X3                     C


     :               :


     Ek             Xk




17         © Nokia Siemens Networks 2011
Fit Indices of Models
Covariance Matrix

                 Sub 1       Sub 2        Sub 3   Sub 4   Sub 5    Sub 6     Sub 7   0.57   Sub 1

Sub 1            1.00                                                                               0.66
Sub 2            0.59        1.00
                                                                                     0.17   Sub 2
                                                                                                    0.91
Sub 3            0.01        -0.01        1.00
                                                                                                    0.57                 1.00
Sub 4            0.37        0.52         -0.01   1.00                               0.68   Sub 4
                                                                                                            Upper 1
Sub 5            0.01        -0.01        0.64    -0.01   1.00                                      0.93

Sub 6            0.61        0.84         -0.01   0.53    -0.01    1.00              0.14   Sub 6   0.66
Sub 7            0.43        0.60         -0.01   0.38    -0.01    0.62      1.00
                                                                                                                      -0.02
Upper 1 (ζ)      0.66        0.91         -0.02   0.57    -0.01    0.93      0.66
                                                                                     0.56   Sub 7
                         Goodness-of-fitness                   Lack-of-fitness
Upper 2 (ζ)      -0.01    -0.02 0.86       -0.01          0.74    -0.02      -0.01
Models              NNFI        CFI                       RMSEA           SRMR
                                                                                     0.25           0.86
Model 1             0.85                  0.86            0.134            0.121            Sub 3

Model 2             0.92                  0.93            0.075            0.073                            Upper 2
                                                                                                     0.74
                                                                                                                         1.00
Model 3             0.92                  0.92            0.078            0.075            Sub 5
                                                                                     0.46
Model 4             0.92                  0.93            0.075            0.062



  18      © Nokia Siemens Networks 2011
Important Guidelines

• Don’t mix content presentation and architectural design; both are perceived as separate
  constructs by participants
• Usability scale is multidimensional and should be treated accordingly in benchmarking
  usability of CMS
• Consider context dependencies of User’s perceptions and functional use of CMS into usability
  calculation
• Generalizability and transferability of ideas across contexts, extensive collaboration is
  essential for the multidimensionality of usability scales




19   © Nokia Siemens Networks 2011
For further discussion:

                                     Phone: +91-9620208216
                                     Email: saurabhkudesia@gmail.com




20   © Nokia Siemens Networks 2011

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Defining and Evaluating the Usability of CMS - Saurabh Kudesia

  • 1. Defining and Evaluating Usability Criteria for Content Management Systems Saurabh Kudesia Customer Documentation Manager Nokia Siemens Networks, Bangalore August 2011 1 © Nokia Siemens Networks 2011 Presented at STC India Usability Conference 2011, Bangalore, India
  • 2. About the Speaker • Customer Documentation Manager, Nokia Siemens Networks, Bangalore • Co-founder, former editor-in-chief, KnowGenesis International Journal for Technical Communication (IJTC) • Former associate editor of Directives, a newsletter published by the (STC) Management SIG • Reviewer: ISO/IEC 25612 standards for International Standards Organization (ISO) • Bachelor of Electronics and a Certified Scrum Master (CSM) • Alumnus of Symbiosis Institute (Pune) and IIM-B • Part of Author-it DevHub Community 2 © Nokia Siemens Networks 2011
  • 3. In this Session Generic Content Management Usability Usability Testing Framework (CMF) Measurement Tactics for CMS and Usability Methodology Perspectives 3 © Nokia Siemens Networks 2011
  • 4. Content Management is Universal Micro Macro The information viewpoint applies at different levels 4 © Nokia Siemens Networks 2011
  • 5. Content Management Perspectives Distributes Business Value Business Perspective Balances Organizational Forces Organizational Perspective Content Combines Content-related disciplines Content Perspective Collects/Manages/Publishes/Distributes Information Process Perspective Technical Infrastructure Technical Perspective 5 © Nokia Siemens Networks 2011
  • 6. Content Management Framework (CMF) Content/Process View Collection System Management System Publication System Print Syndication Electronic Web Impacts publication Impacts component Impacts access structure designs designs designs 6 © Nokia Siemens Networks 2011
  • 7. Content Management Framework (CMF) Technical View Access Interface Workflow Auditing Formats/Standards Evaluation Analysis Quality Format Conversion Assurance Audit Data Access Attributes Version Tracking R&D Relational Links Implementation Design Usage/Performance Statistics Auditors Tools Development Issue Categorization/Tracking Automatic Advanced Support Teams Notifications Search Security Customers Feedback/Issue Reporting Configuration and Administration 7 © Nokia Siemens Networks 2011
  • 8. Usability Mea Culpa (or “That’s Not Architectural”) “Making a system’s user interface clear and easy to use is primarily a matter of getting the details of a user’s interaction correct…but these details are not architectural” - Bass, Clements, and Kazman [Software Architecture in Practice, first edition] 8 © Nokia Siemens Networks 2011
  • 9. The ‘Planes’ of User Experience Surface brings everything together visually: What will the finished Surface product look like? Skeleton makes structure concrete: What components will enable Skeleton people to use this site? Structure gives shape to scope: How will the pieces of the system fit Structure together and behave? Scope transforms strategy into requirements: What features will the Scope system need to include? Strategy is where it all begins: What do we want to get our of the Strategy system? What do our users want? 9 © Nokia Siemens Networks 2011
  • 10. The ‘Planes’ of User Experience Discrete ‘Planes’ of User Experience Concurrent ‘Planes’ of User Experience Requiring work on each plane to finish before work on the next can start A better approach is to have work on each plane finish before work on the leads to unsatisfactory results for the designers and the users. next can be finish. Effort Effort Strategy Scope Structure Skeleton Surface Strategy Scope Structure Skeleton Surface Time Time 10 © Nokia Siemens Networks 2011
  • 11. Usability Tactics Runtime Tactics Design time Tactics Separate User Support User Support System Localize changes to User Interface Interface Initiative Initiative code Cancel User Model Undo System Model Aggregate Task Model Runtime Tactics Design time Tactics • Maintain a model of the task • Localize changes to user interface code • Maintain a model of the system • Use supported software architecture patterns like Model-View-Controller • Maintain a model of the user (MVC), Presentation-Abstraction-Control (PAC) 11 © Nokia Siemens Networks 2011
  • 12. Quality Attributes Stimuli Availability Modifiability Performance Security Unexpected Event Functionality Periodic Display Services Non occurrence of expected event Platform (Portability) Stochastic Modify Services Quality attribute Sporadic Modify Information Capacity (Scalability) Modify Access Reduce availability to system services 12 © Nokia Siemens Networks 2011
  • 13. Usability General Scenarios Stimulus Response Artifact Source Environment Response Measure Source Stimulus Artifact Response Response Measure End Users Learn system features System Support “learn system features” Task Time Use system efficiently Support “use system efficiently Number of errors Minimize error impact Minimize error impact Number of problems solved Adapt system Environment Adapt system User satisfaction Feel comfortable Feel comfortable Gain of user knowledge Run time Proportion of Successful operation Configure time Amount of time/data lost 13 © Nokia Siemens Networks 2011
  • 14. Usability Measurement Methodology Identification of Measurement and Result analysis and Dimensional scale, Selecting the Validation of Scale estimation of Sub constructs and Measurement model based on usability item pool measurement model 14 © Nokia Siemens Networks 2011
  • 15. Usability Measurement is Fuzzy 15 © Nokia Siemens Networks 2011
  • 16. Dimensional Scales, Sub Constructs and item pool Simplicity Familiarity Consistency Visual Feedback Responsiveness Fault Tolerance Scalability 1. Visual Efficiency and Consistency 3. Interface-Task Performance Consistent Interface Design labeling Simple structure to accomplish a task Consistent Interface Response UI screens don’t include too many elements Screen design inline with visual design principles Understandable Interface language 4. Interface Familiarity Interface resemble user’s prior experience 6. Efficient/Flexible Access to Content Interface behaves similar to what user is accustomed to Easy interface design for accessing content No specialized training required to perform functions Shortcuts to access frequently used features 5. Interface Operation Performance Multiple options to perform the same action CMS loads fast Prompt CMS responses to users’ prompts CMS has a flexible use Interface design changes are localized Less user interaction required to complete a task 7. Efficiency of Navigation 2. Error Handling and Functional Efficiency Easy access to critical navigational buttons Easy to understand error messages Navigation remains unaffected with increase in content volume Explicit error messages No problems with CMS functions 16 © Nokia Siemens Networks 2011
  • 17. Measurement Models Model 1: Strictly Uni- Model 2: Group-Factor Model 3: Essentially Model 4: Multidimensional dimensional Model Unidimensional Structural Model E1 X1 E2 X2 E3 X3 C : : Ek Xk 17 © Nokia Siemens Networks 2011
  • 18. Fit Indices of Models Covariance Matrix Sub 1 Sub 2 Sub 3 Sub 4 Sub 5 Sub 6 Sub 7 0.57 Sub 1 Sub 1 1.00 0.66 Sub 2 0.59 1.00 0.17 Sub 2 0.91 Sub 3 0.01 -0.01 1.00 0.57 1.00 Sub 4 0.37 0.52 -0.01 1.00 0.68 Sub 4 Upper 1 Sub 5 0.01 -0.01 0.64 -0.01 1.00 0.93 Sub 6 0.61 0.84 -0.01 0.53 -0.01 1.00 0.14 Sub 6 0.66 Sub 7 0.43 0.60 -0.01 0.38 -0.01 0.62 1.00 -0.02 Upper 1 (ζ) 0.66 0.91 -0.02 0.57 -0.01 0.93 0.66 0.56 Sub 7 Goodness-of-fitness Lack-of-fitness Upper 2 (ζ) -0.01 -0.02 0.86 -0.01 0.74 -0.02 -0.01 Models NNFI CFI RMSEA SRMR 0.25 0.86 Model 1 0.85 0.86 0.134 0.121 Sub 3 Model 2 0.92 0.93 0.075 0.073 Upper 2 0.74 1.00 Model 3 0.92 0.92 0.078 0.075 Sub 5 0.46 Model 4 0.92 0.93 0.075 0.062 18 © Nokia Siemens Networks 2011
  • 19. Important Guidelines • Don’t mix content presentation and architectural design; both are perceived as separate constructs by participants • Usability scale is multidimensional and should be treated accordingly in benchmarking usability of CMS • Consider context dependencies of User’s perceptions and functional use of CMS into usability calculation • Generalizability and transferability of ideas across contexts, extensive collaboration is essential for the multidimensionality of usability scales 19 © Nokia Siemens Networks 2011
  • 20. For further discussion: Phone: +91-9620208216 Email: saurabhkudesia@gmail.com 20 © Nokia Siemens Networks 2011