Lightbox User Testing Protocol

Michael S Elledge elledge at
Thu Oct 18 15:37:18 UTC 2007

Either works for me. Just let me know when to be there and if there's 
something I should think about ahead of time.  :-)


Barbara Glover wrote:
> Actually I'm in that meeting too.  How is 1pm EST which 10am PST, or 
> 4pm EST which is 1pm PST?
> On 18-Oct-07, at 11:24 AM, Michael S Elledge wrote:
>> I have a 2:00 - 3:00 PM meeting on Sakai Accessibility Testing; other 
>> than that I'm available all day until 4:30 EST/1:30 PST. Nothing like 
>> being in the office. :-)
>> Just let me know what works for you!
>> Mike
>> Barbara Glover wrote:
>>> Hi Daphne/Mike
>>> I wanted to thank you for your comments.  I agree it will be good to 
>>> get a more comprehensive section of faculty than just Eileens.  
>>> Actually I think it may be difficult to get faculty in general.  In 
>>> light of us wanting a more comprehensive sample than just our 
>>> primary persona, Allison's matrices will be helpful to foster us 
>>> thinking when recruiting faculty.
>>> My thought is that we start recruiting and see who we can get, see 
>>> how these early faculty fit into Allison's matrices and then, later 
>>> on we can target other faculty that we might be missing.
>>> I'm starting to talk to some faculty here to see what might be 
>>> possible.  My understanding is that we would test the demo of the 
>>> light box that is on the Sakai site.  I'll put a link on the wiki.
>>> Mike and Daphne are you available for a breeze meeting later today?  
>>> Anyone else interested let me know.
>>> cheers
>>> Barbara
>>> On 18-Oct-07, at 11:00 AM, Michael S Elledge wrote:
>>>> Hi Everyone--
>>>> Barbara, you've done a very nice job putting together the user 
>>>> study info and protocol. The categories are quite comprehensive and 
>>>> will be very helpful when we move into more contextual testing.
>>>> I want to second Daphne's comment about being flexible when testing 
>>>> the tool. Faculty (at least on this campus) are notoriously 
>>>> difficult to recruit, especially on short notice. I also imagine 
>>>> we'll find out what we need to know after a fairly small number, 
>>>> say ten, keyboard and non-keyboard users try it out (that is 5 each).
>>>> In the meantime, can someone post a link on the site to the 
>>>> instance of Lightbox we'll be testing?
>>>> Also, I've made some edits to the page. Feel free to comment, etc.
>>>> Thanks!
>>>> Mike
>>>> Daphne Ogle wrote:
>>>>> On Oct 17, 2007, at 8:17 AM, Barbara Glover wrote:
>>>>>> Hi Allison
>>>>>> Thanks for sending the link to the chart.  That will help out.  
>>>>>> Originally I wanted to do a more comprehensive study of users 
>>>>>> representing both our faculty persona as well as student 
>>>>>> personas.  Daphne and I had a conversation about that this week 
>>>>>> and with the shortened time-line we thought to focus this round 
>>>>>> on faculty with the addition of a few key-board only users.
>>>>> Right now, students are not able to use the reorderer -- no 
>>>>> permissions in the Image Gallery tool to reorder images.  This is 
>>>>> likely to come but not for a couple versions.  Our focus right now 
>>>>> is to make the experience of posting images for students to view 
>>>>> as easy and pleasant as possible for instructors.  That said, 
>>>>> testing some students on the lightbox will give us some good user 
>>>>> data on the reorder generally -- how do the controls and 
>>>>> interesting moments work; do they know what they can do when and 
>>>>> where they can do it (related to my final comment).
>>>>> IMO focusing on our primary persona is not critical at this 
>>>>> point.  The current functionality is pretty generic around 
>>>>> reordering images.  When the personas get interesting is in future 
>>>>> phases of the Image Gallery (and perhaps some of this will end up 
>>>>> in the lightbox component) when we support image heavy course 
>>>>> instructors in building their course content.  We of course want 
>>>>> to test some users that are used to working with images like 
>>>>> Eileen is but I also think we want to test a diverse mix of people 
>>>>> to get a sense of where and when the lightbox will support users 
>>>>> best.
>>>>>> Since our planning meeting yesterday though it appears we may 
>>>>>> have more time to complete further testing.  In light of this, I 
>>>>>> would like to propose we start the testing with faculty matching 
>>>>>> our primary persona for Sakai and then, branch out to include the 
>>>>>> students.
>>>>>> As far as extrapolating to the Re-orderer in general, that was 
>>>>>> not the intent of these studies.  However it is a good suggestion 
>>>>>> and one as we do more planning around user testing in general 
>>>>>> that we should consider.
>>>>> We should get some good user data about the reorderer in relation 
>>>>> to images by testing the lightbox.  We could also think about 
>>>>> testing the uPortal portlet layout implementation to round out the 
>>>>> results a bit.  Perhaps we could outline what we want to know 
>>>>> about the reorderer and make sure we include tasks that get at 
>>>>> that information.
>>>>> -Daphne
>>>>>> cheers
>>>>>> Barbara
>>>>>> On 16-Oct-07, at 8:46 PM, Allison Bloodworth wrote:
>>>>>>> Hi there,
>>>>>>> It seems that one addition we should make to the testing 
>>>>>>> protocol is identifying the attributes of the users we want to 
>>>>>>> test, and then keeping track of which user types we've been able 
>>>>>>> to find. See 
>>>>>>> for 
>>>>>>> an example of an (admittedly complicated--we probably don't need 
>>>>>>> nearly this much detail) matrix Daphne, Judy and I came up with 
>>>>>>> for the Content Management Research. Are we only planning to 
>>>>>>> target folks who are similar to the two Lightbox personas 
>>>>>>> (, 
>>>>>>> both of which are faculty members? It sounds like we at a 
>>>>>>> minimum need to add "keyboard-only user" to the list of target 
>>>>>>> characteristics. Are there others?
>>>>>>> A question that may help answer that is to ask whether we trying 
>>>>>>> to extrapolate testing for the Re-orderer from testing of the 
>>>>>>> Lightbox? If so, I am wondering if we should consider also 
>>>>>>> testing students and people who are using Sakai for research or 
>>>>>>> project management as well (e.g. 
>>>>>>> since they may be using a version of the re-orderer in another 
>>>>>>> Sakai tool (e.g. Page Order Helper). It wouldn't be testing in 
>>>>>>> context, but at least it would be testing user types who may 
>>>>>>> encounter the Re-orderer. There would also be the users of other 
>>>>>>> Fluid applications to consider, but I'm guessing they may be 
>>>>>>> covered by some of the Lightbox or Sakai personas, and am not 
>>>>>>> sure it would make sense to define our target testing subjects 
>>>>>>> in an incredibly granular fashion (because we are going to be 
>>>>>>> limited as to who we can access).
>>>>>>> Allison
>>>>>>> On Oct 16, 2007, at 2:54 PM, Colin Clark wrote:
>>>>>>>> Hi Barbara and all,
>>>>>>>> This is a really good testing protocol for the Lightbox. Nice 
>>>>>>>> work!
>>>>>>>> The UX team talked about user testing briefly on our planning 
>>>>>>>> call today. For those of you who weren't there, here's a quick 
>>>>>>>> summary.
>>>>>>>> The 0.1 release is unusual in that we haven't had the 
>>>>>>>> opportunity to do a lot of user testing on the Lightbox yet. 
>>>>>>>> Now that we've got a solid test plan, it will serve as the 
>>>>>>>> basis for identifying and fixing usability issues with the 
>>>>>>>> Lightbox and Reorderer over the next few releases. User testing 
>>>>>>>> will become an ongoing activity for us from here on.
>>>>>>>> We'll fix as many issues as we can before 0.1, and then 
>>>>>>>> continue with user testing and refactoring into 0.2, refining 
>>>>>>>> the test plan as we go.
>>>>>>>> Barbara mentioned during the meeting that she's planning to run 
>>>>>>>> this plan with Justin Obara early next week here in Toronto. Is 
>>>>>>>> anyone else able to do some testing with users at their 
>>>>>>>> institution?
>>>>>>>> Colin
>>>>>>>> Barbara Glover wrote:
>>>>>>>>> Hi Daphne/Mike/Allison/Shaw-Han
>>>>>>>>> We're trying to get some quick user testing done for the 
>>>>>>>>> release of  the Lightbox at the end of October.  Several of 
>>>>>>>>> you have offered to  help with this testing especially the 
>>>>>>>>> accessibility sections at your  universities.
>>>>>>>>> I've put together a protocol that we can use with the 
>>>>>>>>> instructor  user.  Please review and make changes at the 
>>>>>>>>> folllowing wiki page.
>>>>>>>>> Let's try and determine if we can get any testing completed in 
>>>>>>>>> the  next week before the release is done.
>>>>>>>>> cheers
>>>>>>>>> Barbara
>>>>>>>>> _______________________________________________
>>>>>>>>> fluid-work mailing list
>>>>>>>>> fluid-work at <mailto:fluid-work at>
>>>>>>>> --Colin Clark
>>>>>>>> Technical Lead, Fluid Project
>>>>>>>> Adaptive Technology Resource Centre, University of Toronto
>>>>>>> Allison Bloodworth
>>>>>>> Senior User Interaction Designer
>>>>>>> Educational Technology Services
>>>>>>> University of California, Berkeley
>>>>>>> (415) 377-8243
>>>>>>> abloodworth at <mailto:abloodworth at>
>>>>> Daphne Ogle
>>>>> Senior Interaction Designer
>>>>> University of California, Berkeley
>>>>> Educational Technology Services
>>>>> daphne at <mailto:daphne at>
>>>>> cell (510)847-0308
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