On 04/24/2014 09:10 AM, Liz Blanchard wrote:
> Hi All,
> 
> One of the sessions that I proposed for the Horizon track is to review the 
> results that we got from the Usability Test that was run on Horizon in early 
> March. I wanted to share some of the background of this test and the high 
> level results with you all so that we can start the conversation on this list 
> and then continue with agreeing on next steps during Summit. There will be a 
> few follow-ups to this e-mail from myself and Jacki Bauer which will propose 
> some potential solutions to the high priority findings, so be on the look out 
> for those :)
> 
> ---Quick overview of Usability Testing...What is it? Why do it?---
> Usability testing is a technique used in user-centered interaction design to 
> evaluate a product by testing it on users. This can be seen as an 
> irreplaceable usability practice, since it gives direct input on how real 
> users use the system.
> 
> ---Who was involved? What did we need to do to prepare?---
> A number of user experience engineers from a bunch of different companies got 
> together and helped plan for a usability test that would focus on 
> self-service end users and the ease of use of the Horizon Dashboard as it 
> exists for the Icehouse release. This effort spun off from the Persona work 
> that we've been doing together. Some folks in the group are just getting into 
> contributing to the design of OpenStack and doing a baseline usability test 
> of Horizon was a great introduction to how the usability of the Horizon UI 
> could continue to be improved based on user's direct feedback.
> 
> What we needed to get done before actually jumping into the testing:
>     1) Agree on the goals of the testing.
>     2) Create a screener and send out to the OpenStack community.
>     3) Create a list of tasks that the user would complete and give feedback 
> on during the testing.
> 
> ---Who we tested?---
> 6 people who we considered to be "self-service end users" based on their 
> screener responses.
> 
> ---What were the tasks that were tested?---
> 
> Scenario 1: Launching an instance
> Individual Tasks:
> -Create a security key pair.
> -Create a network.
> -Boot from cirros image.
> -Confirm that instance was launched successfully.
>  
> Scenario 2: Understand how many vCPUs are currently in use vs. how much quota 
> is left.
> Individual Tasks:
> -Check out Overview Page to review current quota use/limit details.
>  
> Scenario 3: Take a snapshot of an Instance to save for later use.
> Individual Tasks:
> -Either Launch an instance successfully, or identify a running instance in 
> the instance view.
> -Choose to take a snapshot of that instance.
> -Confirm that the snapshot was successful.
>  
> Scenario 4: Launch an instance from a snapshot.
> Individual Tasks:
> -Choose to either create an instance and boot from a snapshot, or identify a 
> snapshot to create an instance from.
> -Confirm that the instance was started successfully.
>  
> Scenario 5: Launch an instance that boots from a specific volume.
> Individual Tasks:
> -Create a volume.
> -Launch an instance using Volume X as a boot source.
> 
> ---When and how we ran the tests?---
> These hour long tests were run over the first two weeks of March 2014. We 
> focused on the latest bits that could be seen in the Icehouse release. The 
> moderator (a UX researcher from HP) would ask the questions and the rest of 
> the group would vigourously take notes :) After all of the testing was 
> complete, we spent some time together debriefing and agreeing on the 
> prioritized list of updates that would be best to make to the Horizon UI 
> based on user feedback.
> 
> ---What were the findings?---
> 
> High Priority
> * Improve error messages and error message catalog.
> * Fix Launch Instance workflow for end user and power user.
> * Improve informational help information about form fields.
> * Fix terminology. (e.g. launch instance, boot, shutoff, shutdown, etc.)
> * Show details for key pair and network in Launch Instance workflow.
> * Recommend a new Information Architecture.
>  
> Medium Priority
> * Create UI guidelines (of best practices) for Developers to use.
> * Improve Online Help.
> * Provide clearer indication the application is working after clicking a 
> button and the application doesn’t respond immediately.
> * Ensure consistency of network selection. (Drag and drop of networks very 
> inconsistent from the other pieces of the launch instance modal)
> * Create consistency of visualizations and section of action button 
> recommendations on Instance table.
> * Suggest defaults for the forms entry fields.
> * Provide Image information details during image selection.
>  
> Low Priority
> * Allow users to edit the network an instance after launching instance.
> * Resolve confusion around the split inline actions button.
> * Explain what the Instance Boot Source field in Create Instance modal.
> * Provide description/high level information about flavors for flavor 
> selection.
> * Make sorting clearer visually.
> * Provide solution for subnet checkbox to improve usability.
>  
> Nice to Have
> * Provide “Save as Draft” option in the wizard.
> * Change security group default name to “Default security group”.
> 
> Well if you’ve read this far, thank you for your interest in this topic!! We 
> look forward to sharing some design proposals over the next week and 
> continuing the discussion on tackling some of these items at Summit. Please 
> let me know if anyone has any questions or concerns.
> 
> Best,
> Liz
> 
> 
> 
> 
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> 

I'm looking forward to learning more, Liz.

-Jason

-- 
Jason E. Rist
Senior Software Engineer
OpenStack Management UI
Red Hat, Inc.
openuc: +1.972.707.6408
mobile: +1.720.256.3933
Freenode: jrist
github/identi.ca: knowncitizen

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