Hi Jonathan,

Thanks much for your work on this! I would lean toward Paul's suggestion of giving specific descriptions of all three methods (probably on their own pages): the cognitive walk-through, the heuristic evaluation, and the combined method used in the Fluid UX Walkthroughs. If we can pull out the content for the cognitive walkthroughs and heuristic evaluations into their own pages, then we can also refer to them without putting all that content inline in the same page (e.g. on http://wiki.fluidproject.org/display/fluid/User+Experience+Walkthroughs) . As the Fluid UX Walkthroughs also include an HTML code review (for accessibility), we could consider making that its own page as well. There may be versions of these pages as children under: http://wiki.fluidproject.org/display/fluid/UX+Walkthrough+Protocols+and+Checklists , but I think they would need some updating--it appears they may just be the parts of the parent page.

One important point: a UX Walkthrough was something we invented for Fluid--at least I'd never heard that term before and if you google it all the hits are Fluid Pages. So I think the UX Walkthrough page really *should* describe Fluid UX Walkthroughs and perhaps their component parts (e.g. heuristic eval, cognitive walkthrough, code review). With that in mind, here's the structure for the pages that I'd recommend:

User Experience
- Fluid User Experience Walkthroughs (How we do and did them in Fluid - this is a different page from the one Jonathan created called "Fluid UX Walkthroughs": http://wiki.fluidproject.org/display/fluid/Fluid+User+Experience+Walkthroughs)

Design Handbook
- User Experience Walkthroughs (placed in the "Evaluation and Assessment" section) - this actually describes the Fluid approach and references the 2 pages below - Fluid UX Walkthroughs (I'd suggest renaming this "UX Walkthrough Protocols and Checklists")
    - UX Walkthrough Preparation and Execution
    - Tips to help evaluate usability
    - UX Walkthrough Report Template
- Cognitive Walkthough (placed in the "Evaluation and Assessment" section) - Heuristic Evaluation (placed in the "Evaluation and Assessment" section)

Perhaps this was Jonathan's eventual intention, but I don't think the "Fluid UX Walkthroughs" page (http://wiki.fluidproject.org/display/fluid/Fluid+UX+Walkthrough ) *and* the original UX Walkthrough Protocols and Checklists page (http://wiki.fluidproject.org/display/fluid/UX+Walkthrough+Protocols+and+Checklists ) should both exist--I reviewed the content on both pages to ensure it's all been captured, and I'd suggest deleting or archiving the original. Additionally, the name of the final page should probably not be "Fluid UX Walkthroughs" as that could be confused with the "Fluid User Experience Walkthroughs" page (which gives info on the walkthroughs we did in Fluid) in the "User Experience" section. I'd suggest keeping the name of the combined page "UX Walkthrough Protocols and Checklists." However, one thing I wasn't able to resolve was the fact that there are somewhat different instructions on these pages: Jonathan's new page seems to infer that you must do a heuristic evaluation, cognitive walkthrough, and assess accessibility, and the other says, "It is not necessary for you to use all three methods to contribute to the Fluid UX walkthrough endeavour. Nor must you address both accessibility and usability." So we'll have to figure out what we really want to recommend.

I also made some edits to the User Experience Walkthroughs, Fluid UX Walkthroughs & UX Walkthrough Preparation & Execution pages to clarify a few things we'd talked about in our emails re: the approach. For instance, in Jonathan's email below he mentions a heuristic walkthrough and a cognitive evaluation, and I noticed the term "cognitive evaluation" used in a couple places on the web pages. To ensure that people know what we are talking about, I think we want to consistently use the terms "heuristic evaluation" and "cognitive walkthrough" so I made that change in any wiki page where I saw an alternative term used. I also tried to specify "UX walkthrough" when we are talking about the "Fluid UX Walkthrough" instead of just "walkthrough" so it's not confused with a "cognitive walkthrough."

Another change I made involved making sure it was clear that personas weren't *required* to do a cognitive walkthrough and describing a bit about what to do if you didn't have them. Finally, there were references to usability relating to the heuristics and accessibility relating to "cognitive concerns," but I don't think that's quite right as the cognitive walkthrough is a usability inspection method which can also be used to assess accessibility so I changed that a bit.

I've also noticed quite a bit of repeated content among these pages, so I think it would be great if someone with fresh eyes could a holistic look at all of them and an effort remove duplicated content. For instance, there is overlap between "UX Walkthrough Preparation & Execution" and "UX Walkthrough Protocols & Checklists"/"Fluid UX Walkthroughs" (/'d because they are essentially the same page).

Cheers,
Allison

On Feb 20, 2009, at 7:58 AM, Jonathan Hung wrote:

I wonder if it will be confusing if we provide those individual
checklists in addition to our Fluid UX walkthrough? Perhaps we can
make those individual checklists as PDF attachments. We would then
communicate in the Fluid UX Walkthrough that they can optionally
perform the evaluations separately and link to the individual PDF
files.

I added the procedure for selecting a Persona to the Preparation and
Execution page. I think that page will be very helpful when combined
with the Fluid UX Walkthrough document.

Does anyone else have an opinion as to how we should present the Fluid
UX Walkthough, Heuristic Walkthrough, and the Cognitive Evaluation?

- Jonathan.

On Wed, Feb 18, 2009 at 7:41 PM, Paul Zablosky <[email protected]> wrote:
Hi Jonathan,
Your "Fluid UX Walkthrough" page looks good. I agree that there's a lot of material, and it's a bit dense, but the idea was to capture the Fluid approach all in one page, and I think you have done it. The question remains: are we going to provide pages on the individual techniques as well
as the bundled description?

With our current page hierarchy, which looks something like this:

User Experience Walkthroughs

Fluid UX Walkthrough
UX Walkthrough Preparation and Execution
UX Walkthrough Protocols and Checklists

Additional Questions for all reviewers
UX Walkthrough - Heuristic Evaluation
UX Walkthrough - Cognitive Walkthrough
... other current children

we could enhance the top level page to give the user a choice -- they can either follow the Fluid way (with your new page), or they can just select one or more of the techniques. I'm not committed to one way or the other --
I'd like to hear what others think about this.

Paul

Jonathan Hung wrote:

Hi all,

As part of the effort to reorganize the UX Walkthrough protocol, I
have made a draft revision of the UX Walkthrough Protocol and
Checklist.

Old version: http://wiki.fluidproject.org/x/VAEa
New version: http://wiki.fluidproject.org/x/8QZa

The new version attempts to deliver the following:
1. Convey the parallel nature of the Heuristic and Cognitive evaluations.
2. Incorporate accessibility heuristic and cognitive evaluations.
3. Lay out the walkthrough in a more check-list manner.

All the content from the old version is present in the new version,
but with some modifications where necessary.

My concern is that the new document is a bit dense, but I hope that,
in context of being a checklist / reference for executing a UX
evaluation, the content density would be okay.

Do you think the new version of the walkthrough is more beneficial to
a would-be implementer compared to the old version? Are there areas
for improvement? Any concerns?

- Jonathan.

---
Jonathan Hung / [email protected]
Fluid Project - ATRC at University of Toronto
Tel: (416) 946-3002



Allison Bloodworth
Senior User Interaction Designer
Educational Technology Services
University of California, Berkeley
(415) 377-8243
[email protected]




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