User-centered design for Drupal sites

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User-centered design for Drupal sites FRONTEND | CHRISTOPHER SKENE | FEBRUARY 7 2013

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User Experience techniques, for Drupal sites FRONTEND | CHRISTOPHER SKENE | FEBRUARY 7 2013

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Building better Web Experiences… for Drupal sites FRONTEND | CHRISTOPHER SKENE | FEBRUARY 7 2013

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“User Experience” 4

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In today’s session: •  Why do traditional user-centered design [UCD] and UX processes break down when applied to Drupal? •  How to resolve this problem by combining UCD, content modelling, and interaction design. •  A worked example. 5

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UX Spaces 6 Park UX space Park Parks represent a physical park or garden. Created by Parkﬁle. A User can search for Parks.

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Worked example 7

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Content: Parks Google http://domain.com Web Page Title Section 4 Section 3 Section 2 Find Parks by Interest 8

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About me •  Drupal Consultant with PreviousNext •  First used Drupal 4.5 •  Working exclusively with Drupal since 2007 •  Help run DrupalACT •  Experience with public sector, not-for-profits, media organisations, commercial clients •  Background in fine arts, humanities, marketing. 10

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The Problem 11

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The problem 12

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The problem We learn how to build Drupal components. 13

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The problem We learn how to build Drupal components. We learn how to arrange, organise and design websites, 14

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The problem We learn how to build Drupal components. We learn how to arrange, organise and design websites, But bringing the two together is difficult. 15

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“Design” 16

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3 approaches to website design 17

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A) Business-centered design 18

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B) User-centered design 19

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C) Content-centered design 20

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Can we bring them together? 21

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22 Source: Drupal CMS Features: Create, http://drupal.org/features/create

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23 Source: http://www.flickr.com/photos/thinkmedialabs/6176869823/

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The Elements of User Experience 24

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25 Source: http://johnnyholland.org/2010/03/an-interview-with-jesse-james-garrett/

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26 Source: The Elements of User Experience, Jesse James Garrett, http://www.jjg.net/elements/pdf/elements.pdf

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A distraction "As much as we may want to withdraw into a world of pure problem solving, we have to acknowledge that the most successful architectures are the ones you can actually convince someone to implement.” Jesse James Garrett 29

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The Pitfalls of User Experience 31

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Pitfalls •  Drupal’s markup doesn’t match the design 32

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Pitfalls •  Drupal’s markup doesn’t match the design •  Provided design mixes Drupal components 33

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Pitfalls •  Drupal’s markup doesn’t match the design •  Provided design mixes Drupal components •  Design is inconsistent 34

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Pitfalls •  Drupal’s markup doesn’t match the design •  Provided design mixes Drupal components •  Design is inconsistent •  Design UX favours interactions not met by contrib modules 35

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Result: Time/$$ to implement Lots of overrides Potentially unnecessary custom development Frequent revisions/rewrites = Unhappy client + Unhappy developer 37

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A solution: User experience spaces 38

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What are “UX Spaces” 39

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What are “UX Spaces” A UX Space is a bounded set of interactions between: •  An actor (e.g. a user) •  The content model 40

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What are “UX Spaces” A UX Space is a bounded set of interactions between: •  An actor (e.g. a user) •  The content model •  Defined by the intended audience, type of content, and required interactions. •  Can correspond to website sections, pages or widgets, applications, or task spaces. 42

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What are “UX Spaces” A UX Space is a bounded set of interactions between: •  An actor (e.g. a user) •  The content model •  Defined by the intended audience, type of content, and required interactions. •  Approximate website sections, pages or widgets, applications, or task spaces. •  Easy to document 46

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47 Example documentation Park UX space Park Parks represent a physical park or garden. Created by Parkﬁle. A User can search for Parks.

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48 Example documentation

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49 Example documentation

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50 Here’s another one…

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51 Example documentation

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52 What about users?

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53 Can you guess this one?

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54 What about this?

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UX Spaces for Drupal 55

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UX Spaces for Drupal 1) Content: entities 2) Actors: users 3) Behaviours: Tasks = filters, sorts, flags Interactions = sliders, conditional content (e.g panels contexts or views arguments) 56

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UX Spaces for Drupal UX spaces = panels, mini-panels, view modes, views, blocks … 57

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1) Content (entities) 58

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1) Defining entities •  Content types can be defined from your product, be that o  a saleable product, o  an information product, o  or a service product. •  Additional objects can be drawn from business structure. 59

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1) Defining entities 60

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2) Actors (users) Ways to define your audiences: • Behavioural segmentation • Demographic segmentation • Information needs • Service requirements • Geographic segmentation … 61

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2) Segmenting your audience •  An audience is the "smallest group which can be communicated with using the same channel and message". •  Break your total audience down into smaller, targeted groupings using this rule of thumb. •  Opportunities for: o  Research, interviews, observations… 62

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2) Segmenting your audience 63

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3) Behaviours Behaviours can be broken down into •  Tasks o  things users need to do to achieve their current goal •  Interactions o  optional or offered call-to-action-type 64

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3) Behaviours Examples: o Flagging content for bookmarking o Exposed sorts to target searches o Social sharing links o Commenting o … 65

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A worked example… 66

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About Parkfile Parkfile is a guide to parks and sporting grounds. Users can: • Find parks which match their interests or needs • Rate parks parks & gardens 68

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1) Actors: Who is our audience? 69

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1) Actors: Who is our audience? Sports/fitness o Best parks for sports, running, etc. 70

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1) Actors: Who is our audience? Families o Picnic, BBQ and kids activities o Safety 71

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1) Actors: Who is our audience? Tourists o Sightseeing 72

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1) Actors: Who is our audience? 73 Sport & rec audience Interested in places to play sport or exercise Entity type: user Family audience Interested in family outings. Entity type: user Tourist audience Interested in sightseeing Entity type: user

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2) Content: Parks • Title • Description • Taxonomies for: o Sporting activities o Sightseeing opportunities o Family activities • Location 74

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2) Content: Parks 75 Park UX space

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Park UX space Park Parks represent a physical park or garden. Created by Parkﬁle. 2) Content: Parks 76

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Park UX space Park Parks represent a physical park or garden. Created by Parkﬁle. A User can search for Parks. 2) Content: Parks 77

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User stories "As a , I want , so that " 78

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2) Content: Parks 79 Park UX space Park Parks represent a physical park or garden. Created by Parkﬁle. A User can search for Parks.

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Recap: Who is our audience? Three main audiences: o Sports/fitness § Best parks for sports, running, etc. o Families § Picnic, BBQ and kids activities § Safety o Tourists § Sightseeing 80

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2) Content: Parks 81 Sport & rec audience Interested in places to play sport or exercise Entity type: user Family audience Interested in family outings. Entity type: user Tourist audience Interested in sightseeing Entity type: user

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2) Content: Parks 82 Sport & rec audience Interested in places to play sport or exercise. Entity type: user Family audience Interested in family outings. Entity type: user Tourist audience Interested in sightseeing. Entity type: user

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Find by Interest UX space Park Parks represent a physical park or garden. Created by Parkﬁle. Type: Content type A User can search for Parks by Interest. Interest Represents an activity to be undertaken at a Park. Created by Parkﬁle. Type: Taxonomy Term UX space: “Find by Interest” 83

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Content: Parks Google http://domain.com Web Page Title Section 4 Section 3 Section 2 Find Parks by Interest 85

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Content: Parks 86 Google http://domain.com Web Page Title Section 4 Section 3 Section 2 Find Parks by Interest Interest... Parks by interest ... Sports facilities Exercise Family outings

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Adding more User Spaces Other potential user spaces… •  Geographic search and geolocation •  User-contributed Parks •  Social touchpoints •  Favourites •  Ratings 87

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88 Manage Parks View Park Find by Location Find by Interest Park Parks represent a physical park or garden. Created by Parkfile. Type: Content type A User can search for Parks by Interest. Interest Represents an activity to be undertaken at a Park. Created by Parkfile. Type: Taxonomy Term A User can search for Parks by Location. A User can rate Parks. A User can view details of a Park. A User can share a Park through social media. A User can add new Parks. A User can claim existing Parks. Location Represents a city, state and country. Created by Parkfile. Type: Taxonomy Term

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And then? Build it in Drupal 89

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90 Review

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UX strategy for Drupal Sites Solve common pitfalls of User-centered design through a unified approach: o  Start with UCD activities, IA research and content modelling o  Merge these streams using UX spaces o  Create new wireframes/mockups/prototypes/builds o  Build! 91

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92 Q&A

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Birds of a Feather? Drupal for Government Friday, 10.45, Lady Penrin Room Linked Data Today, 3.45, Lady Penrin Room 93

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94 Thank you And now, why not rate my session?

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Get in touch! Christopher Skene o  [email protected] o  previousnext.com.au/user/chris.skene o  xtfer.com o  @xtfer on drupal.org 95

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Image credits Park: http://www.flickr.com/photos/ugardener/3292581624/ Joggers: http://www.flickr.com/photos/tubb/6764468517/ Family: http://www.flickr.com/photos/imayellowfellow/4750053397/ Tourists: http://www.flickr.com/photos/fredthechicken/5402955206/ 96

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END