Showing posts with label requirements. Show all posts
Showing posts with label requirements. Show all posts

Tuesday, 31 July 2012

Pelagios WP3 at a glance - Pt.1 widgets and user testing


WP3 tackles end-user engagement: i.e. subject specialists who lack the technical coding expertise to use the data underlying what is seen on the screen. The visualization service has been exploring ways of allowing these users to get to grips with the data both in a single Pelagios interface but also as embedded widgets hosted on each partner’s site. There have been three strands to our work in WP3 namely: (1) evaluation of users needs and requirements; (2) development of widgets; and (3) evaluation of the widgets.  We have been working on these strands through an iterative process, with initial requirements leading to the development of an alpha version of the widgets, which, after being evaluated, in turn led to a refined set of requirements for the final beta version of the widgets.

1. Evaluation of User Needs (a.k.a. deliverable D3.1 in project speak)
In an earlier post we identified three distinct types of users that would have distinct requirements and needs with respect to visualisation widgets:
       "Super users" - e.g. developers, digital humanities specialists typified by the Pelagios2 project partners. This group includes folk who own and/or manage data that the widgets will display;
       "End users" - people with an interest in Pelagios data, but without the technical skills necessary to exploit it. e.g. ancient history students, teachers and researchers, or else the general public with an interest in the ancient world;
       "Web site admins" - people who own and/or administer sites that could embed Pelagios widgets. These could be museum or history related sites, and it's their technical requirements and restrictions that are the initial concern.

Past experience told us that asking end users a general question, like "What could or should visualisation widgets do for you?", are not particularly helpful: far better is to ask specific questions in order to get an idea about the kinds of tasks that end users currently perform, with which widgets may be able to assist. Because super users know the data that is to be visualised, we began by asking super users what they thought visualisation widgets might be good for, and for whom. We also asked them to identify any technical or legal issues they could think of that might restrict or prevent the widgets being used in the way that the person answering the question had imagined. These findings from the super user group were used to develop  a series of questions  for end users to find out what they thought visualisation widgets could be useful for. These responses from 12 end users were then  analysed and, coupled with the knowledge gained from the super users, were used to  inform the development of an alpha version of a Pelagios place widget, i.e a widget for showing the relationships between places and data in ancient history collections (e.g. digitised books, data about ancient artefacts, etc.).


2. Widget Suite, Alpha version (a.k.a. D3.2)
The alpha version of the place widget was evaluated by four end users. Three of the participants tried out the widget in a face-to-face session with the evaluator, while one tried it remotely. In the face-to-face sessions the users were shown a re-versioned Openlearn page, entitled ‘The broader context: Other athletic festivals in Ancient Greece’, and asked to think aloud as they intearcted with the page and the embedded widgets.  A version of the page they interacted with is available, but this version includes the final version of the widgets (i.e. not the alpha version the participants saw). This evaluation led to series of recommendations group into two sets: (i) on improving existing functionality, and (ii) on extending the functionality. These are described below.

 (i) On existing usability, functionality and accessibility

Overall, the interface seems well designed and is clear and easy to use. Here are some comments about specific aspects of the usability, functionality and accessibility of the widget, along with some recommendations...
       When the user hovers their mouse over the widget icon embedded in a page, the mouse cursor style remains as the default cursor.
 Recommendation:  The mouse cursor should change to pointer style when over the widget icon embedded in a page. In addition, there ought to be some alt text for the widget icon, and there should be some ‘tool tip’ information which appears when the user hovers over the widget icon to indicate what will happen if the user clicks on it. There could also be alt text for each of the images used in the widget pop-up.
       On the widget pop-up, the information sources titles (e.g. GAP, Perseus, etc.) and the arrow icon to the right of the title are clickable, but the mouse cursor does not change to pointer style.
 Recommendation:  The mouse cursor ought to change to pointer style when over the source titles and the arrow icon.
       The information provided by GAP about each group of hits, and about each individual hit, is relatively helpful to users without specialist digital ancient history and place knowledge. In contrast, for both Perseus and Arachne the information about each group of hits, and about each individual hit, is not terribly helpful. It provides no way of distinguishing between the hits before the user clicks on them.
Recommendation:  For Arachne, each hit is currently shown as e.g. ‘Item 5’ i.e. the text ‘Item’ along with a number. This should probably be replaced with a title that allows the user to distinguish between the hits displayed before they select a hit to click on. For Perseus, the hits are grouped, as in e.g.:
“Perseus Greco-Roman:1999.02.0076:Book 3 1 hit
Perseus Greco-Roman:1999.02.0132 2 hits”
but these group titles are not intelligible to the participants.  The lists of hits follow the same pattern as those for Arachne i.e. ‘Item 5’ etc., and have the same problem. 
Recommendation:  As for Arachne, the title of individual hits could be best changed from ‘Item 5’ or similar to something meaningful that allows the user to distinguish between the hits. The grouping of Perseus hits should be explained to users in some way, such as through a tip that appears when the user hovers over a group title, or through a help page that is linked to from the widget.
       Opening the widget pop-up causes the browser window to scroll to the top of the page. The participants did not mention this as it was explained to them that it was an alpha version and it would be fixed.
       All participants liked the Flickr section (e.g. “it gave me a sense of the place as it is now”).
 Recommendation: The experimental Flickr section should be kept. There could, however, be an indication as to how the images displayed are sourced so that users can find out that it is not a search of the whole Flickr database but a constrained search e.g. through a link to some help text.
       Sometimes a section will indicate that data is being retrieved by showing the text ‘Loading’.  This is helpful, but the ‘Loading’ text remains static and the user can think something has gone wrong if nothing happens for several (tens of) seconds.
 Recommendation:  Show that something is happening: e.g. display ‘Loading item x  of 2112’, where the x changes as the individual items are loaded.
       The widget pop-up obscures the page and cannot be moved to reveal the page. 
Recommendation:  Make the widget pop-up moveable and resizable so that the user can move it to see the information displayed by the widget pop-up alongside the page context from which the user triggered the pop-up.
       The Pelagios icon and text at the top of the widget pop-up occupy a lot of screen space.
 Recommendation: Make the logo at the top of the pop-up occupy less space!

(ii) On extending the functionality
       To be able to save items via bookmarking, and to share  via social bookmarking, tweeting etc.
       To be able to filter large hit sets: e.g. for some of the places the different services produced more than 100 hits (occasionally more than 1000). It could be useful to filter these hits before examining them.
       To be able to see relationships between places on the map. In the case presented to the participants, for each different example a single place was shown on the map. It would be useful to be able to see where different examples are on the same map.
       To be able to search for other places so as to find the datasets for the user’s place of interest.

3. Widget Suite, Beta version (deliverable D3.4)
Findings from the alpha testing resulted in the decision to implement a search widget in addition to the place widget. The final (beta) version of the two visualization widgets was announced in mid-July

Tuesday, 27 March 2012

What do end users want from Pelagios widgets?

Ancient mashup
'Ancient mashup' (thanks to flunitrazepam)
We weren't 100% sure so we asked a few (and some of them weren't sure either, but that's understandable and useful to know). The 23 people we asked were suggested by Elton and a other Pelagios partners, and 12 folk responded. This post describes:
  1. Who the respondents are in terms of their roles (Who?)
  2. What sorts of things they would like Pelagios widgets to do (What?)
  3. Contexts - the sorts of activities respondents undertake related to ancient places and history, concerns they have and so on.
    and
  4. Next steps
Thanks to all those who responded: you've provided lots of useful information!


Who?

The first couple of question we we asked give us information about the respondents activities and roles with respect to ancient history and ancient places. To give you an idea of who our respondents are, they told us that they used the internet for ancient history/ancient place related activities:
  • as students,
  • as researchers,
  • as teachers or lecturers,
  • as bloggers,
  • for communications and marketing,
  • for hobbies and leisure activities,
  • and for researching and writing historical fiction.
6 of the 12 used the internet to pursue more than one of these activities, the rest for one activity alone. The most popular categories were 'Teacher/lecturer' and 'Researcher'.

What?

We asked them what sorts of things they would like Pelagios widgets to do and got some thought provoking answers including:
  • Embed a map so it works in a wordpress.com blog,
  • Display places and movements represented in specific texts.
  • 'Compare the geographical relationships (and names) represented in ancient texts with historical and modern representations'
  • Serve archaeology/art/museums and go beyond ' classical world'
  • 'My students want quick lookup tools that are linked to authoritative information'.
  • 'Link ancient places with ancient sources, but also with general knowledge about the place, author and work (as many people without university studies about this field might not know who is Herodotus or why he is famous for). I would also love to browse ancient places through geolocalization mobile apps I already use: Google Maps / Google Places, Foursquare, etc.'
  • 'Would love to put them in our own VLE'; 'I'd like stuff that was directly related to current course content on GCSE, AS and A2'.
However, several respondents remarked that they didn't know, because they felt they did not have a good idea of what the options and possibilities are. That's an understandable reaction, and something we will try to address by making initial versions of the widgets available for user testing as soon as these initial versions are ready in April or May 2012.
Overall, responses to other questions indicate an interest that could be satisfied by Pelagios widgets even when the respondent was not clear about precise possibilities and options. For example: 'my interest in places is because some geographical etc. information will illuminate the text being read'.

Contexts


Web sites

Respondents were asked to tell us their favourite ancient history websites, or ones which they visit most often. Answers included:
These suggested websites are also potential target hosts for Pelagios widgets.

We also listed 12 Pelagios partner websites and asked whether the respondents had visited them in the last 3 months. The percentage who had visited any of the sites are shown in the table below.

Name URL %
Perseus Digital Library http://www.perseus.tufts.edu 83.3
Google Ancient Places http://googleancientplaces.wordpress.com/ 50
Fasti Online http://www.fastionline.org/ 33.3
Pleiades http://pleiades.stoa.org 33.3
Arachne http://www.arachne.uni-koeln.de 16.7
Pelagios Graph Explorer http://pelagios.dme.ait.ac.at/graph-explorer/ 16.7
SPQR http://spqr.cerch.kcl.ac.uk/ 16.7
CLAROS http://explore.clarosnet.org 8.3
American Numismatic Society http://nomisma.org 8.3

Respondents also told us about the web sites and blogs that they themselves create, edit or manage. This work includes rogueclassicism.com, contribution of original translations of quotations from Ancient Greek and Roman literature for sententiae antiquae, http://flavias.blogspot.co.uk/ (facts, research, news & topics linked to the children's books, The Roman Mysteries and The Western Mysteries), The world of ancient art (in development and works in tandem with www.clarosnet.org), http://blogs.sapiens.cat/picantpedra (mainly about Roman Archaeology, but also related to ancient places), a website for teachers of Classics (www.theclassicslibrary.com).

Activities and reasons for using the web in relation to ancient history and ancient places

Teachers, students and researchers reported using the internet to research ancient sites and museums prior to visiting them. Students also reported using the web for accessing teaching resources, and for reading journal articles and ebooks.
Researchers and teachers use the internet to access and search classical texts and primary sources in the original language and in translation, and to use tools such as latin and ancient greek dictionaries, lexicons, language parsing tools, calendars.
There was a general interest among students, leisure/hobby folk, researchers and teachers to "see what's there" and "filling in holes in background knowledge".

Concerns about interacting with data related to ancient places online

When asked whether they would have any concerns about interacting with data related to ancient places, more than half of the repondents said that they would not. Those that did raised issues about the tracking that could result from it, and of quality control and accuracy of the data.

Downloading data relating to ancient places

There was interest in output of the widgets being rendered as a Jpeg images or PDF files for use in teaching or publication, and the question of whether the copyright of materials generated in this way would permit this use was raised.
There was also interest that the licence of data should permit students to work with it, e.g. in collaborative projects guided by mentors.

What's next?

Work on the widgets is underway, and there are several iterations of both graphic and functional development shecduled between now and the end of June 2012. The next iteration is due at the end of April 2012.




Friday, 9 March 2012

Technical and legal issues related to apps and widgets

I said in my last post that I'd report on  technical and legal issues raised by  repsondents to our questionnaire. I'm going to delay reporting on requirements for apps  because I've still got a couple of things to clarify, but hope to be able to publish something about Pelagios apps next week. In the meantime, here's a few points about technical and legal issues.
 
Technical requests included the following.
  • That the data should be exposed via  a Linked data/SPARQL endpoint (i.e. the data should not be available only via an API);
  • Atom feeds for sharing updates about resources associated with a given Pleiades place.
  • Well documented REST based APIs for all services, and more specifically, ‘JSON data via a nice RESTful API’. It would also be good to have an API from Pelagios (or at least a way of getting solely data) so that the 'widget' front end could look however you wish. Ideally the widget would be able to be styled in whatever format is needed;
    and
  • that the apps and widgets should reuse and support open standards.
Legal issues raised
Copyright, Course Materials and YOU!
Thanks to gforsythe for the picture


Legal points made included the following suggestions and concerns.
  •  That the license structures adopted in the first phase of the Pelagios project  are adequate.
  •  That  licensing conditions should be "flagged up" - e.g. with some an icon, tool tip or other means that are visible but do not dominate the information provided
  • If people are adding their own data then there needs to be some discussion of the licensing of that data. Should it go into the "big pot for everyone to use, or can they choose to CC license it, etc, keep it private, etc?  If this is an option, licensing will have to be worked out".


Friday, 2 March 2012

Initial evaluation of user needs for the Pelagios apps and widgets

This is the second in a series of posts about users’ requirements for Pelagios apps and widgets. The first post set the scene, and this one describes some of our initial findings from the "super user" group.

The questions we asked were about
Daily App Experiment #345 "Where to Draw the Line?" - not sure if this is cheating, but today's #appsperiment started with an image from a broken scanner. I dug the glitchy lines & decided I wanted to play with them, so I took the image (posted earlier to
Thanks to docpop for the pic.
  • the target audience(s) for the apps and widgets
  • what the Pelagios apps and widgets could do
    e.g. specific goals they could help people achieve, tasks they should help people carry out
  • what sort of things different types of users might do with the apps/widgets
    If there are different audiences, what will these different audiences do
  • barriers to exploiting Pelagios partners data
  • technical and legal considerations
This post summarises the findings about the target audience(s), the widgets, and the perceived barriers.

The target audience(s) for the apps and widgets
Some respondents identified "super users" as the primary target audience for the apps and widgets. However, the majority of responses suggested that non-technical users should be catered for.
Suggestions on this theme included groups of people with both a professional and/or an  amateur interest in the ancient world:
- tourists who want to know about the cultural background of their vacation spot,
- historians that want to have an overview of their local history in terms of research,
- archaeologists that are interested in the findings and citations in literature related to the area of their excavations, -   fiction writers who want to get abetter historical background of a setting for a story
-   educators who want to give their students some background knowledge about the ancient history of a place they are looking at
- researchers that want to find things by place
and
"anybody who uses the web".
What the Pelagios widgets should do
Respondents suggestions varied from general guidance about the nature of the widgets (e.g. 'nice, compact, easy-to-transit view of related linkages', 'allow people to easily add some "Pelagios context" to their own place-related web pages') to some more specific suggestions.
The specific suggestions include:
  • focus  on a topographical spot so that once embedded into a website the widget will display contextual data for a Pleiades place, e.g. showing any literature mentioning Isica  on a map, or as a list.
  • interest in using Pelagios with the Concorcodia vocabulary
  • enable the user to search on modern place names (e.g. Mainz instead of Mogontiacum)
  • an API that outputs RDF/xml or plain XML of the entire Pelagios dataset, input parameters would be Pleiades-id or search string of place name
  • a person is viewing a web page that mentions a place; the  widget that displays "other cool stuff" from the Pelagios universe related to that place
Barriers to exploiting Pelagios partners data
Concerns raised included
  • the projects that are linked by Pelagios use different languages
  • the PELAGIOS annotation spec is not complete and published. The format may change, thereby breaking any applications or queries we build around it.
The next post will be about requirements for the Pelagios apps, and technical and legal issues that were raised by respondents. By the way  if you have been invited to fill out the requirements questionnaire please do so, we are still analying responses but would like some more before the 9th of March :-)

That's all for now
Andrew

Monday, 27 February 2012

Pelagios Visualization Service: user requirements for the Pelagios apps and widgets

This is the first in a series of posts about users’ requirements for the Pelagios visualization service. The visualization service will be implemented as a set of web apps and widgets that will "enable providers, end-users and developers to find, visualize and build upon geospatial connections between openly available resources" (JISC Pelagios2 project summary). To put this post in context, the project plan adds a bit more detail indicating that the web apps and widgets will provide end users with intuitive and user friendly tools to visualize data available through APIs produced by WP1 (webcrawling and indexing service) and WP2 (place/space-based APIs and contextualisation service). The end users may be subject specialists, but they will not necessarily have the technical expertise to make use of this data directly. Overall, there are three key groups of users that we will target to gather requirements from:
  • "Super users" - e.g. developers, digital humanities specialists typified by the Pelagios2 project partners

  • "End users" - people with an interest in Pelagios data, but without the technical skills necessary to exploit it e.g. ancient history students and
    teachers, folk who visit ancient sites on holiday

  • "Web site admins" - people who own administer sites that could embed Pelagios widgets. These could be museum or history related sites, and it's their technical requirements and restrictions that are the initial concern.
This first post sets out to discriminate between web apps and widgets, with the intention (and hope) that explaining the meaning of these terms will help the interpretation of future posts about the users' requirements. We're also thinking that to gather requirements from non-techie end users it will be useful to give some examples of apps and widgets that they may already be familiar with.

What is a web app? What is a web widget?

‘Web app’ and ‘web widget’ are shorthand terms to summarise some features of web based tools and applications.
We are using the term ‘app’ to refer to a application that would typically be accessed in its own web page, and allows the user to manipulate data and relationships betwImage showing <span class=een items of data. For example, the Flickr web app shown in this screen grab enables the Flickr user to drag pictures from the group at the bottom of the screen into the working area in the middle of the screen, and then edit data about the selected photos (title, location time taken etc.), and to group the photos into sets. (Please click on the image to open a clearer view of it).
In contrast, a ‘widget’ is an interface to a web application that can be embedded within a web page. A widget will typically offer fewer options, and less functionality, than an app to the user, because often it will occupy less screen space. A widget may meet one specific need, whereas an app may meet several, and usually a widget allows data to be displayed, whereas an app enables data to be displayed and edited.. The Flickr slide show shown below is an example of a widget. This allows the end user to embed a copy of a set of photos in their site. In this case the 'end user' is the person embedding the slide show, not the person who created it.


For media objects such as photos, videos and music, web apps typically provide a way to upload, tag and describe individual items, or how items relate to one another, or to edit the items themselves. Widgets typically provide the functionality to embed a media object in another page (or a set of objects), and allow access to a subset of the descriptive information that is available via the full app user interface.
It may be the case in Pelagios, as in other areas, that there will be a grey area between apps and widgets.
Next steps
We have begun by surveying super users (including Pelagios partners) using a questionnaire, and in the next post I will describe initial feedback from this group about their requirements for Pelagios web apps and widgets. By the way, if you have received an invitation to respond to the questionnaire, we do want more responses so please do complete it and return it!
Thanks
Andrew (the inept photographer responsible for the images embedded in this post)