home  |  projects  |  hobbies  | resume  |  links  |  contact         
 
 

 PalmPilot III  Redesign 

 

 
 
 

Part 1: Executive Summary

     The theme of our most significant redesign for Palm Pilot III is the connection of related data between the various applications of the Palm Pilot. One of the main problems we observed in our analysis of the previous product was the user’s inability to link information in various applications which corresponded to a single event. We recommend two possible redesign solutions: the PalmProject, in which a project can be used to collect all the information for a given event, and the PalmLink, in which each item within an application is linked directly with an item or items in another application. We also found less significant problems, such as a non-intuitive structure of the Datebook, difficulty in using of graffiti successfully, buried functionality, and lack of clear labeling for some functions. Redesigns were suggested for these as well. The methods we used to analyze the Palm Pilot were Contextual Inquiry and Design, Heuristic Evaluation, Cognitive Walkthrough, and Think Aloud Protocol. We have also proposed an experiment comparing our two major redesign solutions.

Part 2: Redesign

The four primary applications of the Palm Pilot (DateBook, To-do List, Memo pad, Address Book) often contain highly interrelated information. All of these applications run simultaneously. However, only one application may be accessed from the input screen at a time; multiple applications cannot be viewed simultaneously. In the videotapes we watched of the think-aloud protocol, the user’s most common struggle was in relating information between one application and another (See Appendix 1 for an enumerated list of all of the usability problems we found)(Problems 12, 14, 19, 20, 21, 24, 25, 67) For instance, the user had a meeting of the Publications Committee scheduled for the future. This meeting had associated with it 1) travel arrangements, 2) accommodations, 3) meeting times and dates, and 4) reminders.  The user’s task was to enter this information into the corresponding applications of the Palm Pilot, which she felt were 1) the Memo Pad 2) the Address Book 3) the DateBook and 4) the To-Do List respectively. The user then needed a way to associate the pieces of information in various applications to each other so that she could easily retrieve all of the information relevant to the Publications Committee meeting at a later date. Because there was no way of directly linking the information in the various applications, the user developed the clumsy work-around of entering an identical text string “Publications Committee” into each location where data about the particular meeting was entered.  In this manner, at least she would be able to locate the meeting information by entering the search term “Publications Committee” into the “Find” function and then going to each of the search results individually to unearth an aspect of the meeting details. As seen in this example, the user must often perform circuitous or indirect actions in order to effect a link between two related pieces of data.

Because this user is unable to see all the applications at one time, she must retrieve each bit of information about the event serially. Each time the user opens a new entry with the reference “Publications Committee” in it, she must keep adding this new information to the cumulative total of the information she had accessed before it, rather than being able to see it all together. This model is very inefficient, as it either forces the user to increase her memory load, or to write things down on scraps of paper-either of these alternatives would not be taking full advantage of the Palm Pilot as a personal organizer.

In addition to the evidence from the think-aloud, one of the primary problems that arose from our Contextual Inquiry analysis was the disorganization associated with numerous memory aids being utilized by the user. This is analogous to the problem of information being dispersed throughout the Palm Pilot’s application with no connective mechanism. The user had duplicate records between her PC and wizard, which demonstrated a lack of coherence between these two memory aids (71). In addition, the user had difficulty finding entries she made in a paper notebook (74), and she could not remember where email had been stored (73).  These breakdowns could all be remedied if the user had one place to store pointers to or copies of all of her information, and if that information was interconnected. 

These problems suggest that a new interaction idiom closer to actual user practice is needed.  One possibility is a project-centered interaction, which we call the “PalmProject”.  Much like the folders on a desktop PC, the primary object of interaction would be a project document.  Each project would be used store information about a particular event; for example, all information about a particular meeting could be stored in a project, as shown in Appendix 2. Inside each project there would exist lines labeled with icons for the Datebook, Memo Pad, Address Book, or To-Do List, and the user would enter the data regarding the project on one of these lines, according to where the information belonged. The information would then automatically be passed into the corresponding application as well. For instance, in our user’s example, she could have simply created a new project termed ‘Publications Committee Meeting’.  The meeting could then have associated dates of travel, accommodation address and reservation/phone #’s, and meeting times.  Each of these items would be entered by tapping on the appropriate application icon from within the project view.  A window within the project view would then appear, and this window would ‘host’ the appropriate application for entering that type of data. For example, if the user tapped on the ‘Datebook’ icon within the project view in order to enter some date information, the Datebook application would appear within a window inside of the project application. In addition, each project would compare itself to others to look for scheduling conflicts.  The user could then choose to associate the conflicting data with the current project (for instance, a phone call that needed to be made on the same day as one in the current project but was linked with a different project could be associated with the current project and so be removed from the conflict list and added to the current project view). The user could either access the information from within the individual projects, or from the applications where the corresponding information was stored.

The precedents for this idiom are numerous, one of the most interesting being the Squeak desktop interface developed at Xerox PARC.  In Squeak, each project is saved as a separate desktop so that all relevant documents and applications are gathered together in place.  When working on that project, everything needed stays on the desktop. When leaving that project, that desktop is minimized and saved, with all relevant data staying just as it was when you left it. Appendix 2 provides a detailed description of a typical task performed with the proposed project view. 

An alternative solution to the project metaphor would be to simply link data between applications, a solution we call the “PalmLink”. This hypertext style of interaction would allow the user to tap on a link and immediately go to the linked data.  This style of interaction would have the benefit of not requiring the user to create an entire project for simple data connections, in which an event is comprised of information in only one or two applications. Appendix 3 illustrates a sample task of connecting data using this technique.  There are several disadvantages to this approach, however, that led us to suggest the project metaphor as the primary redesign.  Hypertext style links work well when linking two pieces of information.  With more links, however, it becomes necessary to either access them sequentially or to indicate each link with a separate icon.  The sequential access becomes increasingly difficult and confusing as more data is connected.  Adding icons for each link also becomes problematic, however, because of the limited screen real estate on the Palm Pilot.  The experiment proposed in Part 3 is geared towards determining which of these data connection styles is more effective for the user.

Additional Redesign Ideas

Appendix 4 lists the major categories of problems that we feel need to be addressed through redesigns.  The table lists a short description of the problem as well as the corresponding number from Appendix 1 – the big table of problems.  The primary redesign ideas for a data connection mechanism (PalmProject and PalmLink) is listed first, with less significant redesign ideas and problems following.  The following paragraphs describe each of the less significant redesign ideas in more detail. 

An important change we decided to make was to restructure the DateBook (5, 6, 8, 30, 49, 58). From the Think-Aloud, we found that the user had difficulty with the organization of months, days, and weeks. She needed to go from December to November and did not understand how, as she began in the Day view. We believe that the user’s mental model is to think in terms of the bigger picture (months) when scheduling appointments, rather than days and weeks. Our proposed redesign is to have the month view as the default Datebook view and have the individual day selectable from the month view. 

Based on our Heuristic Evaluation, we found some significant redesigns for grafiti (26, 48). First, we suggested that the number pad and letter pad be separated using a hardware division, as, this distinction is not at all clear to the user. Second, we feel that immediate feedback is necessary to the user about the strokes he or she makes on the grafitti pad. The Pad should allow grafitti feedback while you write

Based on Heuristic Evaluation we found that critical standard functionality ( 28, 32, 54, 59, 64) such as Adding, Deleting, Details and Notes is often buried. Manipulation of (Adding, Deleting, Details, Notes) entries should be at top-level of all applications.  Making this functionality, as well as ‘Help’, more accessible would eliminate many of the usability problems.

We also decided that applications and functions should be clearly labeled (3,7, 21, 29, 47). Features such as Priorities could be labeled more clearly.  The names of individual applications such as DateBook, which confused the user in the think-aloud, should also be displayed in a prominent location. Also there are some cases where pictorial information should be substituted with words. Times (3:30-4:30), and not bars should be in DateBook month/week views, and an icon labeled CAPS LOCK, not the up arrow should be visible when the user wants to enter capitalized text.

Part 3: Experiment

The think-aloud data we previously discussed revealed that the user had problems associating related data (dates and times, location, and contact information) for a single complex event because each type of data needed to be stored in a separate application. Our general redesign solution was to give the user a way to connect the related data in the various applications so that it will be easier to retrieve all the data simultaneously at a later date. We arrived at two possible approaches to this solution, the “project” approach (PalmProject) and the “hyperlink” approach (PalmLink), as described earlier.  The main objective of our experiment is to compare these two approaches in terms of user performance.  Our reason for choosing to do an experiment rather than employing analytical usability methods is so that we can quantitatively compare results for the same tasks on the two interfaces based on concrete measures such as errors and time, which we feel are representative measures of learnability and efficiency. Our claim is that an interface where information can be stored in one central location, such as in the PalmProject, will be much more intuitive than creating links between information in disparate applications.  When a user thinks of a particular event, as seen in the think-aloud, he or she wants to tie all the information for that event (names, dates, times, contact information, notes) together, rather than to categorize it by the type of event it is. A user can store all the information for a single event in one place, rather than having to go to each application separately, enter the information, and create individual links between them.

We also feel that PalmProject will be easier to learn, as it supports the data-driven model most operating systems claim to use, in which one data file is created and then manipulated by various applications. By comparing the interfaces on the measures of time and errors, we will attempt to confirm our claim that the project-oriented interface is more efficient and easy to use than linking related information for a single event. The outcome we expect is that users will clearly understand PalmProject, and that they will be able to perform the tasks on this interface in less time and with fewer errors than on PalmLink. If this is the case, then the design implication is clear: the project metaphor is clearly aligned with the user’s mental model, and that it should be implemented. If the users perform better on PalmLink, this might imply that a centralized location for information is not necessary, and links can be made from within each application.  In the case that users have about the same performance on both measures, we may consider a compromise between the two interfaces; at this point, further experiments may need to be conducted to discover which features of each interface should be carried into the redesign.

            The participants in the experiment will be of two experience levels. The first group will have no experience with the Palm Pilot (and therefore no experience with graffiti), but will have experience with PC conventions. The second group will also have experience with PC conventions, but they will have used the Palm Pilot for at least a year, understand its various applications, and know how to use graffiti. We chose users that have experience with at least one other operating system because we assume that the typical owners of small PDAs are familiar with personal computers, and so they will be familiar with the use of such tools as file menus, buttons, and scroll bars. In testing a specific feature of the Palm Pilot, lack of familiarity with computing systems is irrelevant and will only confound the data. We will use a total of sixty subjects. We chose such a large number because (as will be discussed later) we will have a between subjects design with two treatment conditions (PalmProject or PalmLink) and we will be dividing our subjects’ data by experience level (experienced or novice Palm Pilot users). Therefore we will have 4 experimental conditions (PalmProject, experienced; PalmLink, experienced; PalmProject, novice; PalmLink, novice).

Our specific hypothesis is that performance will be better on the PalmProject than the current for both groups of subjects. However, we hypothesize that for both the current and proposed interfaces the existing users may make fewer errors in data entry and general navigation, and finish the tasks in less time, due to their experience with the Palm Pilot in general. Existing users will have familiarity with the various applications such as the DateBook, To-Do List, Memo Pad and Address Book, as well as with the graffiti pad.

The experiment will be between subjects. Although users will perform the same tasks, we will show them either PalmProject or PalmLink, but not both. The reason for this design is to prevent any learning effects that may take place from the alternate interface.  There are two independent variables in the experiment. The first will be the experimental treatment: PalmProject versus PalmLink. The second will be the subject classification: current Palm Pilot users (experts) as opposed to users new to the Palm Pilot (novices).

We will use two tasks in our experiment, and these tasks will be done on both interfaces (Described in detail in Appendices 3 and 4). The first task will require the user to enter information about a trip for someone else -this will include dates and times, the address and phone number of a contact person at a hotel where he or she will stay, things to do once he or she arrives at the hotel, and notes on the places friends have recommended that he/she visit. The user will be told to make sure to associate the different pieces of information so the person for whom he or she is doing the task can easily access the information at a later date. We chose this task because it ensures that the user use each of the four major Palm Project applications (Address book, To-Do List, DateBook, Memo Pad) and tests whether or not he or she can associate the disparate information using the given interface. For the second task, the user will be given a phone number of an associate and asked to find all previously stored information which is associated with this person. This task will allow us to compare the users’ abilities to retrieve information across interfaces.

The measures we will use will be: 1) time required for the users to complete each task and, 2) the number of errors users made while performing the task. Measures of time and errors will demonstrate a comparison of learnability between the two interfaces. If the task takes longer to perform on one interface than another, or has more errors, this may indicate that users had more difficulty understanding it. Time may also indicate a comparison of efficiency between the interfaces. If users can finish it more quickly on one redesign, it indicates that a task can be performed more efficiently on this redesign than another.

Participants will be given a pretest questionnaire to determine whether the user is an experienced or novice user.  They will be asked if they have used a Palm Pilot previously, if so, for how many years, and if they are familiar with grafitti. The questionnaire will also ask all users if they are comfortable with standard PC conventions such as menus, buttons, and scrollbars, and if not, they will not be able to participate in the study. Subjects will be randomly assigned to the PalmProject and PalmLink treatments to counterbalance for individual variability. We will have to ensure that half of the experienced users and half of the new users see PalmProject, and the other half of the experienced and new users see PalmLink. Subjects will be paid $150 for one hour of participation. Upon arrival into the user lab, users will be told about the experiment procedures, and that they will be able to quit the experiment at any time for physical or emotional reasons. They will be asked to read each scenario aloud before starting. The users will be informed that they may ask questions about procedure if necessary, but not questions of how to complete the task. Users will be asked not to talk as that tends to slow them down, since we will be measuring time. After signing the consent forms, each user will be given two folders, each with a scenario describing the aforementioned tasks. The order of the two tasks will be counterbalanced for order effects to make sure no learning take place from one task to the other. Thus, half of the users will get the task of storing the hotel information first, and the other half will first receive the task of retrieving the associate’s information based on his phone number. The experimenter will then give the user the Palm Pilot and leave the room, so that he/she can observe from behind a one-way mirror. The user will be instructed to read the first scenario aloud, and then proceed. During the experiment, the experimenter will record time on a stopwatch, and note errors. The user will interact with the user as infrequently as possible-he or she may answer questions about the logistics of the experiment, but not about the particular task. If the user asks for help on a task, the experimenter will not respond, or tell the user to continue working. After completion of the first task, he/she will be told to announce that he/she is done. Then he/she will read the second scenario and repeat the process. After the entire set of scenarios, the user will be debriefed by the experimenter on the purpose of the experiment and given an honorarium.

One of the major limitations of the experiment will be that it will not take the biases of existing users into consideration. Prior experience with the current system may bias the performance of the existing users in favor of the PalmLink system. Even though the users are instructed to use either the PalmProject or PalmLink method of storing data, users already conceptualize the Palm Pilot as having four or more disparate applications with no direct connections between data.  In addition, the concept of the PalmProject was introduced for one very specific but important Palm Pilot function -- linking related information. Even if we find that the project metaphor is an improvement over the current system, we may need to do future experiments do ensure that it comparably supports or improves other types of tasks, such as entering events that only require the use of one or two applications. Finally, time may be a good indicator of how efficient a task is on one interface compared to another, but it may or may not accurately represent difficulty. An easier task may just take longer because it has more steps to follow than a harder task -- it does not necessarily mean that the user understood how to do it better. Also, if a user gives up on a task, or runs out of time, this puts an artificial time cap which may or may not mean the task was easier.  

Part 4:Thoughtful Retrospective

 The most useful ideas for our redesign were those generated from empirical techniques such as the think aloud and contextual inquiry, rather than analytical ones such as cognitive walkthrough and heuristic evaluation.  The four usability techniques ranked from most important to least important for our primary PalmProject and PalmLink redesigns are: 1) think-aloud, 2) contextual inquiry, 3) heuristic evaluation, and 4) cognitive walkthrough.  There are some other redesigns that we have proposed as fixes to other major categories of problems. Most of these other redesigns are derived from Think-aloud and heuristic evaluation data, and to a lesser extent contextual inquiry and cognitive walkthrough.

  • Think-aloud

           We found that the most productive technique for our purposes was the Think-    aloud. The main advantage of the think-aloud is that it gave us a good idea of the severity of the problems that the user encountered.  We were able to hear the user express struggle and frustration, even to the point of wanting to give up. Because of this, we were able to separate the most critical incidents from infrequent or irrelevant problems. We were able to prioritize which problems were severe enough that they should definitely be addressed in the design process. 

The primary focus of our Palm Pilot redesign is to allow the user easier access to and storage of related information.  Many of the problems that we observed in the Think-aloud user study involved the inability to efficiently connect related information. The user was very frustrated in trying to enter information about a meeting and having no real way to connect the data.  It was the Think-aloud that led directly to the idea of a project metaphor as a way to organize data on the Palm Pilot.

  • Heuristic Evaluation

The heuristic evaluation (HE) revealed numerous small usability problems with the Palm Pilot.  Many of these problems, however, were not seen in the Think-aloud analysis. The lack of HE problems found in the Think-aloud, combined with the relatively low severity rankings that most of the group members gave to almost all of the problems, indicate that the heuristic evaluation seems to yield many relatively unimportant problems which actual users came across infrequently if at all.  This assertion is not denying the utility of heuristic evaluations – it is simply that in our situation, many of the most serious problems were found in the techniques generated from empirical user data, rather than analytical methods.

One of the more interesting results of the heuristic evaluation is the different types of problems found by domain experts versus domain novices.  Many of the problems found by those unfamiliar with the palm pilot, such as graffiti errors and difficulty understanding how to exit an application (the ‘non-desktop’ metaphor), were not produced by those evaluators familiar with the Palm Pilot and its application.  This led to several conclusions by the team:

1).  If the device being evaluated by the user is a walk-up and use (very easy learn ability and low level of support), then domain knowledge is not really vital.  In fact, it is probably better for the evaluators not to have any domain knowledge.

2).  If the device has to have some level of support, such as the Palm Pilot, many of the errors found by domain novices are often not important or relevant.

In situations where the product requires some level of support, having some domain knowledge is necessary for producing useful heuristic evaluations.  Otherwise, too much time is spent finding problems that are not really encountered by actual users.

  • Contextual Inquiry

A somewhat surprising finding for our redesign was the relevance of the contextual inquiry.  We did not realize initially that the CI would have so many implications for our design because it did not directly involve use of the Palm Pilot. However, many of the breakdowns we identified earlier seemed to predict problems the user would find in the think-aloud.  For example, many of the struggles that the user had in the CI involved the role strain caused by having too many memory aids for all of her information. Much of the information was related, but scattered across many different devices.  This problem with unconnected and redundant information was quite similar to what we observed in the think-aloud.  The fact that the user had similar problems in the CI convinced the group that modeling the work flow was as effective a method for predicting problems as examining the device itself, which was not the way we were accustomed to thinking.

  • Cognitive Walkthrough

The cognitive walkthrough evaluation was not as useful as either the Think-aloud or the contextual inquiry, but it did provide some indication of the problems the user had with entering related data. Cognitive walkthrough seemed the most useful in cases where there is a walk up and use interface, and you want to determine how learnable the interface will be. This sufficed for our type of user and tasks, but we don’t believe it will generalize well to a variety of users and tasks. We also found that it fixes specific problems, such as insufficient feedback from the interface and labels that are not clearly visible and comprehensible. However, we found the guidelines for determining success and failure stories were difficult to use, as well as poorly defined and therefore very subjective in terms of interpretation. Even in our team, which generally reached consensus quite easily, we had much disagreement as to whether a story was a credible success or failure.

 
 

 

 

 

 

 
In-flight entertainment system . Stockphone Allbank web . Chinese Gardens . Architecture dept web . Real estate buying system . eToys web design .Car Music System . Visage redesign . Palm Pilot III redesign  

home  |  projects  |  hobbies  | resume  |  links  |  contact