From 07580187d933cfa81bdf590e9c2e4729a0526a52 Mon Sep 17 00:00:00 2001 From: Niels Braczek Date: Fri, 4 Dec 2020 15:42:25 +0100 Subject: [PATCH 1/8] Initial Commit - Draft meta document --- proposed/user-experience-meta.md | 119 +++++++++++++++++++++++++++++++ 1 file changed, 119 insertions(+) create mode 100644 proposed/user-experience-meta.md diff --git a/proposed/user-experience-meta.md b/proposed/user-experience-meta.md new file mode 100644 index 0000000..ba2515f --- /dev/null +++ b/proposed/user-experience-meta.md @@ -0,0 +1,119 @@ +# User Experience Meta Document + +## 1. Summary + +> User experience (UX or UE) is a person's emotions and attitudes about using a particular product, system or service. It +includes the practical, experiential, affective, meaningful, and valuable aspects of human–computer interaction and +product ownership. Additionally, it includes a person's perceptions of system aspects such as utility, ease of use, and +efficiency. User experience may be subjective in nature to the degree that it is about individual perception and thought +with respect to a product or system. User experience varies dynamically, constantly modifying over time due to changing +usage circumstances. Simplified, user experience is about how a user interacts with, and experiences, a product. +[Source: Wikipedia](https://en.wikipedia.org/wiki/User_experience) + +Standards are not something that inspires, not even UX standards. And yet they can be very useful for two reasons: + +* They provide a compact overview. +* They help to convince. + +Both tasks are now better fulfilled by one of the most important standards for UX: **DIN EN ISO 9241-110** was updated +in October 2020. The most important change, for those who already know it: Individualisation has finally been +moved to the back in the right place. There is also a new interaction principle, user engagement. + +This specification aims to provide people involved in UX decisions with a common set of principles and vocabulary. + +## 2. Why Bother? + +While developers have SOLID (five design principles intended to make software designs more understandable, flexible, and +maintainable), GRASP (guidelines for assigning responsibility to classes and objects in object-oriented design) and +others to guide them in their work, the UX area seems to get lost in details about size, position and colour of buttons +due to lack of corresponding sign-poles. + +This set of interaction principles, defined by an international standard, will help people in the UX area to make and +test design decisions against universal high level requirements and thus continuously improve Joomla's user experience. + +## 3. Scope + +### 3.1 Goals + +The goal of this RfC is to +* provide guidance to improve UX for Joomla +* provide a reference for discussions (e.g., _"This violates the Task Adequacy, because ..."_, _"In order to increase + Self-Descriptiveness, we could ..."_) + +### 3.2 Non-Goals + +This RfC will not define specific workflows or designs for the CMS or other Joomla projects. + +## 4. Approach + +### 4.1 DIN EN ISO 9241-110 - Ergonomics of human-system interaction - Part 110: Interaction principles + +This updated standard is part of the DIN EN ISO 9241 series of standards, which defines, among other things, how +keyboards, monitors and displays and the working environment should look. It also specifies which properties +applications, software and websites should have. The **seven interaction principles** are an important basis for all this. +These used to be called "principles of dialogue design". These are the characteristics that all good applications should +have (the standard speaks of "interactive systems"). +These seven principles of interaction are: + +#### 1. Task Adequacy: + +The system supports the user in performing their tasks. The focus is on these tasks rather than on the technical +requirements/processes of the system. + +#### 2. Self-Descriptiveness: + +The system can be used as much as possible without the user being instructed or having to look up anything. + +#### 3. Conformity to Expectations: + +The system works for the user in the same way as they knows it from other applications. + +#### 4. Learnability: + +The system supports the user to learn how to use it independently. + +#### 5. Controllability: + +The user has the system under control at all times and can adapt it to their own preferences and needs. + +#### 6. Robustness against User Errors: + +The system helps to avoid errors, tolerates them and helps to correct them if they occur nevertheless. + +#### 7. User Engagement: + +The system presents functions and information in an inviting and motivating way. This promotes the user's ongoing +interaction with the system. + +## 5. Design Decisions + +@todo + +## 6. People + +### 6.1 Editor(s) + +* Niels Braczek + +### 6.2 Sponsors + +* N/A + +### 6.3 Contributors + +* N/A + +## 7. Votes + +* **Entrance Vote:** _(not yet taken)_ +* **Acceptance Vote:** _(not yet taken)_ + +## 8. Relevant Links + +_**Note:** Order descending chronologically._ + +* [Wikipedia: User experience](https://en.wikipedia.org/wiki/User_experience) + +## 9. Errata + +... From c50dbcdc787bf7dcac7dd8615b4d9682152bc5bc Mon Sep 17 00:00:00 2001 From: Niels Braczek Date: Fri, 4 Dec 2020 16:00:57 +0100 Subject: [PATCH 2/8] Marked as Pre-Draft --- proposed/user-experience-meta.md | 1 + 1 file changed, 1 insertion(+) diff --git a/proposed/user-experience-meta.md b/proposed/user-experience-meta.md index ba2515f..4a5a1ed 100644 --- a/proposed/user-experience-meta.md +++ b/proposed/user-experience-meta.md @@ -1,4 +1,5 @@ # User Experience Meta Document +_Pre-Draft_ ## 1. Summary From f2c6adc970def28b5849c172daad9f3252f9ed32 Mon Sep 17 00:00:00 2001 From: Niels Braczek Date: Fri, 4 Dec 2020 18:37:40 +0100 Subject: [PATCH 3/8] Add contributor, update index.md --- index.md | 2 ++ proposed/user-experience-meta.md | 2 +- 2 files changed, 3 insertions(+), 1 deletion(-) diff --git a/index.md b/index.md index cd9e7ca..1c88ab2 100644 --- a/index.md +++ b/index.md @@ -43,6 +43,7 @@ votes, and (2) a second sponsor. | N/A | [Simplify Admin Views*][simplify-admin] | Elisa Foltyn | N/A | N/A | | N/A | [Simplify Admin Views*][simplify-admin2] | Astrid Günther | N/A | N/A | | N/A | [Composer support][composer] | Astrid Günther | N/A | N/A | +| N/A | [User Experience][user-experience] | Niels Braczek | N/A | N/A | *) Two different proposals on the same target, need to be merged @@ -68,3 +69,4 @@ _**Legend:** A = Accepted | D = Draft | P = Pre-Draft | R = Review | X = Depreca [simplify-admin]: https://github.com/joomla-x/joomla-standards/pull/6 [simplify-admin2]: https://github.com/joomla-x/joomla-standards/pull/7 [composer]: https://github.com/joomla-x/joomla-standards/pull/8 +[user-experience]: https://github.com/joomla-x/joomla-standards/pull diff --git a/proposed/user-experience-meta.md b/proposed/user-experience-meta.md index 4a5a1ed..36e13cd 100644 --- a/proposed/user-experience-meta.md +++ b/proposed/user-experience-meta.md @@ -102,7 +102,7 @@ interaction with the system. ### 6.3 Contributors -* N/A +* Christiane Maier-Stadtherr ## 7. Votes From 0faf9654a0923636f6159034cd750fae46c03068 Mon Sep 17 00:00:00 2001 From: Niels Braczek Date: Sat, 5 Dec 2020 11:28:09 +0100 Subject: [PATCH 4/8] Added collaborator --- proposed/user-experience-meta.md | 1 + 1 file changed, 1 insertion(+) diff --git a/proposed/user-experience-meta.md b/proposed/user-experience-meta.md index 36e13cd..384f81e 100644 --- a/proposed/user-experience-meta.md +++ b/proposed/user-experience-meta.md @@ -103,6 +103,7 @@ interaction with the system. ### 6.3 Contributors * Christiane Maier-Stadtherr +* Florian Bauer ## 7. Votes From 45064ae61f4e639112c416982538202736f7669a Mon Sep 17 00:00:00 2001 From: Niels Braczek Date: Wed, 9 Dec 2020 19:54:42 +0100 Subject: [PATCH 5/8] Added collaborator --- proposed/user-experience-meta.md | 2 ++ 1 file changed, 2 insertions(+) diff --git a/proposed/user-experience-meta.md b/proposed/user-experience-meta.md index 384f81e..4239f9f 100644 --- a/proposed/user-experience-meta.md +++ b/proposed/user-experience-meta.md @@ -104,6 +104,8 @@ interaction with the system. * Christiane Maier-Stadtherr * Florian Bauer +* Sigrid Gramlinger +* Guido De Gobbis ## 7. Votes From 71db27e73476224cd9d7695ee5c469006a6f34bc Mon Sep 17 00:00:00 2001 From: Niels Braczek Date: Mon, 14 Dec 2020 14:49:46 +0100 Subject: [PATCH 6/8] Rephrase due to input from working group --- proposed/user-experience-meta.md | 92 ++++++++++---------------------- 1 file changed, 27 insertions(+), 65 deletions(-) diff --git a/proposed/user-experience-meta.md b/proposed/user-experience-meta.md index 4239f9f..2b3a052 100644 --- a/proposed/user-experience-meta.md +++ b/proposed/user-experience-meta.md @@ -3,93 +3,54 @@ _Pre-Draft_ ## 1. Summary -> User experience (UX or UE) is a person's emotions and attitudes about using a particular product, system or service. It -includes the practical, experiential, affective, meaningful, and valuable aspects of human–computer interaction and -product ownership. Additionally, it includes a person's perceptions of system aspects such as utility, ease of use, and -efficiency. User experience may be subjective in nature to the degree that it is about individual perception and thought -with respect to a product or system. User experience varies dynamically, constantly modifying over time due to changing -usage circumstances. Simplified, user experience is about how a user interacts with, and experiences, a product. -[Source: Wikipedia](https://en.wikipedia.org/wiki/User_experience) +This specification provides common guidelines for people involved in Joomla User Experience (UX) decisions. -Standards are not something that inspires, not even UX standards. And yet they can be very useful for two reasons: +It introduces principles and metrics to enable discussion about and measurement of User Experience. -* They provide a compact overview. -* They help to convince. +This guidance is intended to be generic and therefore not defining specific workflows or designs for the CMS or other +Joomla projects. -Both tasks are now better fulfilled by one of the most important standards for UX: **DIN EN ISO 9241-110** was updated -in October 2020. The most important change, for those who already know it: Individualisation has finally been -moved to the back in the right place. There is also a new interaction principle, user engagement. +## 2. Why Bother? -This specification aims to provide people involved in UX decisions with a common set of principles and vocabulary. +Experience with training users to work with their Joomla website shows that User Experience is something most new users +struggle with. We often get feedback that some click paths are not intuitive or that there are too many options that are +unclear to the inexperienced user. -## 2. Why Bother? +Over the years there have been a number of teams, groups and individuals in the Joomla project who have tried to improve +the User Experience but failed to reach a long term agreement on the level of User Experience that Joomla wants to +implement. They often got lost in details about the size, position and colour of buttons because of a lack of +appropriate signposts. + +A specification of the interaction principles to be considered and the metrics with which they can be quantified helps +stakeholders to focus on what is essential in terms of User Experience and to make measurable and thus real progress in +User Experience. -While developers have SOLID (five design principles intended to make software designs more understandable, flexible, and -maintainable), GRASP (guidelines for assigning responsibility to classes and objects in object-oriented design) and -others to guide them in their work, the UX area seems to get lost in details about size, position and colour of buttons -due to lack of corresponding sign-poles. +This specification supports [the mission and the key value "Usability"][Mission, Vision & Values] of the Joomla project. -This set of interaction principles, defined by an international standard, will help people in the UX area to make and -test design decisions against universal high level requirements and thus continuously improve Joomla's user experience. +[Mission, Vision & Values]: https://www.joomla.org/about-joomla/the-project/mission-vision-and-values.html ## 3. Scope ### 3.1 Goals -The goal of this RfC is to -* provide guidance to improve UX for Joomla -* provide a reference for discussions (e.g., _"This violates the Task Adequacy, because ..."_, _"In order to increase - Self-Descriptiveness, we could ..."_) +The goal of this specification is to provide +* guidance to improve User Experience for Joomla +* a common vocabulary for discussions +* a definition of interaction principles +* a (non-final) list of User Experience metrics ### 3.2 Non-Goals -This RfC will not define specific workflows or designs for the CMS or other Joomla projects. +This specification will not define specific workflows or designs for the CMS or other Joomla projects. ## 4. Approach ### 4.1 DIN EN ISO 9241-110 - Ergonomics of human-system interaction - Part 110: Interaction principles -This updated standard is part of the DIN EN ISO 9241 series of standards, which defines, among other things, how -keyboards, monitors and displays and the working environment should look. It also specifies which properties -applications, software and websites should have. The **seven interaction principles** are an important basis for all this. -These used to be called "principles of dialogue design". These are the characteristics that all good applications should -have (the standard speaks of "interactive systems"). -These seven principles of interaction are: - -#### 1. Task Adequacy: - -The system supports the user in performing their tasks. The focus is on these tasks rather than on the technical -requirements/processes of the system. - -#### 2. Self-Descriptiveness: - -The system can be used as much as possible without the user being instructed or having to look up anything. - -#### 3. Conformity to Expectations: - -The system works for the user in the same way as they knows it from other applications. - -#### 4. Learnability: - -The system supports the user to learn how to use it independently. - -#### 5. Controllability: - -The user has the system under control at all times and can adapt it to their own preferences and needs. - -#### 6. Robustness against User Errors: - -The system helps to avoid errors, tolerates them and helps to correct them if they occur nevertheless. - -#### 7. User Engagement: - -The system presents functions and information in an inviting and motivating way. This promotes the user's ongoing -interaction with the system. +### 4.2 Web Content Accessibility Guidelines (WCAG) ## 5. Design Decisions -@todo - ## 6. People ### 6.1 Editor(s) @@ -116,8 +77,9 @@ interaction with the system. _**Note:** Order descending chronologically._ -* [Wikipedia: User experience](https://en.wikipedia.org/wiki/User_experience) +* [Mission, Vision & Values][Mission, Vision & Values] ## 9. Errata ... + From 9cb916423cff492a1777a7a8432b58b5f6ff2d58 Mon Sep 17 00:00:00 2001 From: Niels Braczek Date: Mon, 14 Dec 2020 17:01:46 +0100 Subject: [PATCH 7/8] More changes due to input from working group --- proposed/user-experience-meta.md | 16 ++++++++++------ 1 file changed, 10 insertions(+), 6 deletions(-) diff --git a/proposed/user-experience-meta.md b/proposed/user-experience-meta.md index 2b3a052..15f247a 100644 --- a/proposed/user-experience-meta.md +++ b/proposed/user-experience-meta.md @@ -12,18 +12,22 @@ Joomla projects. ## 2. Why Bother? -Experience with training users to work with their Joomla website shows that User Experience is something most new users -struggle with. We often get feedback that some click paths are not intuitive or that there are too many options that are -unclear to the inexperienced user. +When training users to work with their Joomla website, we often see new users struggling with the user interface. We get +feedback that some click paths are not intuitive or that there are too many options and options that are difficult to +understand. Over the years there have been a number of teams, groups and individuals in the Joomla project who have tried to improve the User Experience but failed to reach a long term agreement on the level of User Experience that Joomla wants to implement. They often got lost in details about the size, position and colour of buttons because of a lack of appropriate signposts. -A specification of the interaction principles to be considered and the metrics with which they can be quantified helps -stakeholders to focus on what is essential in terms of User Experience and to make measurable and thus real progress in -User Experience. +A specification of + +* the interaction principles to be considered and +* the metrics with which they can be quantified + +helps stakeholders to focus on what is essential. This enables the project to make a measurable and thus real progress +in terms of User Experience. This specification supports [the mission and the key value "Usability"][Mission, Vision & Values] of the Joomla project. From ae62ff7b177dfabc581d73956c25b5eebc4c4c8f Mon Sep 17 00:00:00 2001 From: Niels Braczek Date: Mon, 14 Dec 2020 23:43:59 +0100 Subject: [PATCH 8/8] Move Sigrid to sponsor --- proposed/user-experience-meta.md | 3 +-- 1 file changed, 1 insertion(+), 2 deletions(-) diff --git a/proposed/user-experience-meta.md b/proposed/user-experience-meta.md index 15f247a..1fc8724 100644 --- a/proposed/user-experience-meta.md +++ b/proposed/user-experience-meta.md @@ -63,13 +63,12 @@ This specification will not define specific workflows or designs for the CMS or ### 6.2 Sponsors -* N/A +* Sigrid Gramlinger ### 6.3 Contributors * Christiane Maier-Stadtherr * Florian Bauer -* Sigrid Gramlinger * Guido De Gobbis ## 7. Votes