by
Adele Sommers
Editorial
note: These are just a few of the many examples of exemplary
user interface design that you might encounter in software applications
or on the Web. For extensive additional examples, please refer to sites
such as http://www.pcd-innovations.com/web_site_designs.htm
and http://www.pcd-innovations.com/samples.htm.
Great
user interface design is all about making tasks fast, easy, and pleasant
to perform. The challenge of creating a helpful interface, however, increases
with the complexity of the users' goals and tasks. Interfaces that go
beyond good design -- and actively support goal definition and task performance
-- deserve special recognition and attention.
According
to Gloria Gery in her timeless article, Attributes
and Behaviors of Performance-Centered Systems, some of
the notable characteristics of performance-centered systems include:
- Aiding
the performer in establishing goals
- Embedding
knowledge into the interface
- Reflecting
a "best practice" approach to completing a job or task
- Providing
options, next steps, and resources
- Automating
the tasks required to accomplish the goals
- Observing,
advising, and providing contextual feedback to the performer
- Providing
alternative views of the interface and/or resources.
In the
case of a complex process such as planning, we can see in the example
that follows how several of these features were implemented.
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The
SFSU "BSS Webvising" Portal
In
October 2002, software developer, educator, and performance best
practices expert Chet
Leighton spoke to the SLO STC chapter, introducing a new student
advising Web portal he co-designed for San Francisco State
University (SFSU).
The
new portal appears in Figure 1 at right. (Click the image
to open at full size in a separate window.) Note that I have annotated
certain screen shots with yellow callouts to focus attention on
key points.
The
"BSS Webvising" portal replaced a static repository
of information that students and faculty had used for years to
sort through degree program options. One shortcoming of the old
system was its inability to help students actually plan a program.
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To
help take the guesswork out of this complex process, Chet and
co-designer Andrew Roderick (Director of Computing Services for
the College of Behavioral and Social Sciences at SFSU) introduced
a dynamic planning system. The system provides the information
visitors need to make decisions about current or future degree
goals. Using the "Webvising" portal, students (or prospective
students) can investigate degree options, select courses to meet
degree requirements, and schedule classes according to when they
are actually offered. As a side note, the full extent of the system
is visible to visitors who create user profiles; however, an alternative
view of the interface -- an explanatory overview -- appears to
the casual observer.
Within
the system, visitors can create multiple plans to try out different
undergraduate scheduling options, or even strategize graduate
degree programs. Visitors thereby have access to a "what-if"
scenario-builder that can help them evaluate issues such as alternate
degree paths and schedule conflicts. At each stage, the system
makes available appropriate
options, next steps, and resources. Based on the visitor's
choices, the system automatically generates a program plan.
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Start
by researching and selecting a major
To
initiate the process, visitors
start by picking a major for one or more planning scenarios. Figure
2 at left shows
the information pertaining to the Psychology degree. It outlines
the major, the courses, the application process, how to obtain
an advisor, and other relevant facts.
(Click
the image to open at
full size in a separate window.)
As
the visitor works through the planning process, the system filters
and updates the information dynamically.
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Pick
a starting timeframe
Visitors
next pick a starting point for the planning scenario, as shown
in Figure 3 at left. After selecting a major and a starting
semester, one is ready to start planning in earnest!
(Click
the image to open at
full size in a separate window.)
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Begin
planning and scheduling courses
Figure
4 at left shows a general sequence of events once one has
identified a major and starting point:
1)
Select desired courses to meet the selected major, minor,
and general education requirements
2)
Schedule desired courses to meet the selected major, minor,
and general education requirements. The resulting schedules can
be printed for record-keeping and use in discussions with advisors.
3)
Follow graduation checklists of various types to stay apprised
of important milestones. Apply for graduation online, if desired.
(Click
the image to open at
full size in a separate window.)
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Select
the semesters to include in the plan
Figure
5 at left shows how one would choose the semesters for a given
plan. This feature enables visitors to selectively skip terms,
as well as project ahead
well into the future.
(Click
the image to open at
full size in a separate window.)
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Choose
specific courses to include in the plan
Figure
6 at left illustrates how one can select specific courses
to fulfill requirements for the major, minor, and general education.
The selected courses will automatically populate the plan.
(Click
the image to open at
full size in a separate window.)
In
this example, I've gone a little "overboard" in selecting
a heaping plate of statistics courses. The system alerted me that
not all of these courses were required, but that I could schedule
them if I wished. The system's response represents a good example
of contextual feedback.
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Marry
selected courses to a schedule
Figure
7 shows the plan nearing completion! With specific courses
identified, the only remaining step is to associate them with
the particular semester(s) in which they will be taught. The visitor
can print this plan for future reference as well as maintain it
online.
(Click
the image to open at
full size in a separate window.)
By
including information from faculty planning, the system will help
coordinate the "supply and demand" for future course
offerings.
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Follow
the checklists to success!
Figure
8 reveals a portion of one of the checklists available online
to remind students of various requirements and milestones. In
this respect, the planning system is helping to establish and
reinforce the long-term goal, as well as structure the necessary
task sequence.
(Click
the image to open at
full size in a separate window.)
Students
can check off milestones as they are completed, which causes the
information to be stored in the planning database.
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In
summary, the SFSU BSS Webvising portal demonstrates
that in order to effectively help visitors perform a complex task
such as planning, it must do more than merely supply information
-- it must provide tools to help people act on that information
in a variety of different contexts.
The
tools should enable visitors to define their goals, understand
and weigh their options, make decisions, model alternatives, create
and save plans and profiles, and analyze results. Ideally, the
system would also support ongoing task performance, such as with
the assistance provided in the checklist in Figure 8 above. While
the BSS Webvising portal is not intended as a substitute for the
human advisory process, the insight it provides enables students,
instructors, and advisors to plan far more accurately and intelligently
than they could without it.
Links
referenced in this article:
Reference
to
Attributes and Behaviors of Performance-Centered Systems:
http://www.pcd-innovations.com/piq_199.htm
Reference
to Chet Leighton in October 2002: http://www.slostc.org/events/oct28.html
Reference
to SFSU's new BSS Webvising portal: http://bsswebvising.sfsu.edu/
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