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Unit 4: From Requirements to the UX Model



           Requirements Engineering → Requirements Model




                    Analysis → Analysis Model (Specification)‫‏‬




              External Design of the Web Presentation Layer
                    → Interaction Model (UX Model)‫‏‬


dsbw 2011/2012 q1                                                1
Requirements Engineering and Analysis
 In principle, all that you have learned in Software Engineering
    courses on these topics are also applicable to Web
    Application engineering.
 We are going to recall some general concepts,

 with special attention to those aspects more concerned with
    WebApp Engineering.




dsbw 2011/2012 q1                                               2
Requirements Model: Artifacts
 Vision Document (Revised)‫‏‬

 Requirements Document

         Functional Requirements
         Non-functional Requirements
 User eXperience (UX) document




dsbw 2011/2012 q1                       3
Vision Document
 The Vision Document is an overview of the entire project and
    is the source for the rationale that drives all the decisions
    made throughout the development process.
 The vision document contains several key elements:
       Description of the problem
       List of the stakeholders involved in the project and their views
        of the system
       Outline of the project scope
       Outline of the software solution: high-level features and key
        design constraints




dsbw 2011/2012 q1                                                          4
Requirements
 A requirement is a statement that defines a goal or a
    constraint that the system must satisfy and
       needs to be understood by the development team and
        validated by the stakeholder and user community.
       has clearly determined pass/fail criteria that can be verified by
        the testing team.
       must have its priority set in relation to other requirements.

 Functional requirements
         “The system should be able to compute international shipping
          charges for all products available for sale (high priority)”




dsbw 2011/2012 q1                                                           5
Non-functional requirements
 Usability/Accessibility
       “The user should not fill more than three forms in any use case
        (medium)”
       “The system interface shall not use HTML frames (low)”

 Performance
         “Web pages should not take longer than 5 seconds to load in
          the browser with a broadband connection (high)”
 Robustness/reliability
         “The system should enable access to data on weekly backup
          tapes within a 2-hour window (high)”
 Security
         “Personal data should be transferred through secure protocols
          (high)”
dsbw 2011/2012 q1                                                         6
Requirements: Defining User Categories

 What is the user’s overall objective when using the WebApp?

 What is the user’s background and sophistication relative to
    the content and functionality of the WebApp?
 How will the user arrive at the WebApp?

 What generic WebApp characteristics does the user
    like/dislike?




dsbw 2011/2012 q1                                                7
Gathering Requirements from Stakeholders

 Traditional focus groups
         Trained moderators meet with small groups of representative users
 Electronic focus groups
         Moderated electronic discussions conducted with groups of
          representative end-users and stakeholders.
 Iterative surveys
         Series of brief surveys, addressed to representative users and
          requesting answers to specific questions about the WebApp
 Exploratory surveys
         Web-based surveys tied to one or more WebApps that have users
          who are similar to the ones that will use the WebApp to be build.
 Scenario-building
         Selected users are asked to create informal use cases that describe
          specific interactions with the WebApp.

dsbw 2011/2012 q1                                                               8
UX Document [Conallen]
 Its purpose is to guide the team developing the user
    interface:
       Definition of the general user interface metaphors: menus,
        tabs, carts
       Naming conventions for menus and titles
       Detailed specifications for fonts, sizes, colors, and artwork
        requirements




dsbw 2011/2012 q1                                                       9
UX Document (cont.)‫‏‬
         Definition of page layouts and content positioning




dsbw 2011/2012 q1                                              10
Analysis Model: Artifacts
 Use Case Model
       User Categories
       Use Case Diagrams

 Content Model
       Content “objects”: text, graphics, pictures, video, audio, etc.
       Conceptual Model
               Class Diagram
               Textual Integrity Constraints
 System Behavior Model
       System’s sequence diagrams
       System’s operation contracts

 State Model
         State diagrams
dsbw 2011/2012 q1                                                         11
E-Tailer Example: User Categories



                              customer




                    guest     registered customer
                               customer service staff




                            new     existing
dsbw 2011/2012 q1                                       12
E-Tailer Example: Use Case Diagram

                                   E-Tailer

                                    Browse
                                    Catalog


     Customer                         <<extend>>


                      Check                        Check
                    order status                    out


                        <<include>>
                                        <<include>>
                     Process                       Ship
                     payment                       order
     Merchant                                               Shipping
  Account System                                           Department



dsbw 2011/2012 q1                                                       13
E-Tailer: Conceptual Model



                                                           Product
   Catalog                  Category
                                                      ID : String
 ID : String                ID : String
                                                      name: String
                                                            :
 name: String               name: String
                                  :
                    1   *                  1      *   price : float
 ...                        ...
                                                      ...


                                                             *            Sale Item
                                                             *          quantity : Integer

                            Finished
                                                              Sale
                        custName : String {incomplete}
                        address : String               date : Date
                              ...                      /total : float




dsbw 2011/2012 q1                                                                            14
E-Tailer: System Sequence Diagram for
          the Browse Catalog Use Case

                                     : Customer                               : System

     The customer begins by navigating              Navigate to home page
     to the e-retail company application

     The system responds with the                   Display company page
     company's home page.
     The customer selects the product                   Select catalog
     catalog.
     The system responds with a list of           Display top-level categories
     the top-level categories of the
     catalog.
     The customer selects a category.                   Select category

     The system displays a list of                     Display products
     products in this category.
     The customer selects a product.                    Select product

     The system responds with a detailed             Display product detail
     product description.

dsbw 2011/2012 q1                                                                        15
WebApp Engineering Design Pyramid

                           user




                         Interface
                          design

                     Aesthetic design

                      Content design

                    Navigation design

                    Architecture design

                    Component design

                        technology

dsbw 2011/2012 q1                         16
WebApp Engineering Workflows
 Interface design:
       Describes the structure and organization of the WebApp pages
       Layout, menus, tabs, links, content, context information,
        search, etc.
 Aesthetic design:
         Look and feel of the WebApp (Refinement and/or redefinition
          of the UX Document)‫‏‬
 Content design:
         Content structure and organization in pages
 Navigation design:
         Definition of the navigational flows among pages that
          implement the different use cases.

dsbw 2011/2012 q1                                                       17
WebApp Engineering Workflows
 Architecture design:
         Definition of the overall hypermedia structure for the WebApp
 Component design:
         In simple WebApps (static)
               Which html files are needed and how they are organized
               Web server configuration
         In complex WebApps:
               System’s Physical Architecture
               Internal design of the Web presentation layer
               Business logic layer design
               Persistence model design




dsbw 2011/2012 q1                                                         18
User eXperience Model (UX Model) [Conallen]

 Corresponds to the Content design (partially), Navigation
    design and Architecture design layers of the “pyramid”
 L’UX Model describes how the (dynamic) content will be
    structured and organized in different screens and how the
    user will navigate among those screens to execute the
    WebApp use cases.
 Artifacts of the UX Model:
       Screens
       Storyboard sequences
       Navigational paths and maps

 A screen is something that is presented to the user, which
    contains the standard user interface infrastructure, such as
    menus and controls, as well as business-relevant content.
dsbw 2011/2012 q1                                                  19
Screen Description
 A screen's properties and its behavior with the user define
    the screen. These include :
       Name and description
       Structure
       Content:
               Static content
               Dynamic content
                   Business logic content
                   Managed content: Banner ads, help and informational
                     messages, press releases, company and application FAQs,
                     white papers
       Input fields and controls that accept user input
       Description of user interactions with the screen



dsbw 2011/2012 q1                                                              20
UX Model Stereotypes




dsbw 2011/2012 q1      21
E-Tailer: Home Page Screen




                            Home Page
         «business logic» Featured product ID
         «business logic» Featured product name
         «business logic» Featured product price
         «business logic» Featured product short description
         «business logic» Featured product thumbnail
         «managed» Copyright statement
         «managed» Customer quote




dsbw 2011/2012 q1                                              22
E-Tailer: Storyboard sequence for the
          Browse Catalog Use Case

                                    : Customer          <<screen>>        <<screen>>     <<screen>>    <<screen>>
                                                       : Home Page         : Catalog     : Category     : Product

The customer navigates to the e-retail           navigate()‫‏‬
company application on the Internet.
The system responds with the
company's home page.                             catalog()‫‏‬
                                                                   navigate()
The customer selects the product
catalog.
The system responds with a list of the
top-level categories of the catalog.
                                                          select category()‫‏‬
                                                                                   navigate()‫‏‬
The customer selects a category.
The system displays a list of all
products in this category.
                                                               select product()‫‏‬
                                                                                                 navigate()

The customer selects a product.
The system responds with a detailed
product description.




dsbw 2011/2012 q1                                                                                             23
E-Tailer: Screens and Navigational paths for the
          Browse Catalog Use Case




dsbw 2011/2012 q1                                  24
E-Tailer: Storyboard Sequence for the
          Checkout Use Case




                        Error in the
                       payment data



dsbw 2011/2012 q1                       25
E-Tailer: Screens and Navigational Paths for the
          Checkout Use Case




dsbw 2011/2012 q1                                  26
E-Tailer: Cart Updating




dsbw 2011/2012 q1         27
E-Tailer: Navigational Map




dsbw 2011/2012 q1            28
Interface Design: Principles (1/2)‫‏‬
 Anticipation: The WebApp should anticipate the user’s next move.
 Communication: The interface should communicate the status of
    any activity initiated by the user
   Consistency in the use of navigation controls, menus, icons, and
    aesthetics
   Controlled autonomy: The interface should facilitate user
    movement throughout the WebApp, but it should do so in a
    manner that enforces navigation conventions that have been
    established for the application.
   Efficiency: The design of the WebApp and its interface should
    optimize the user’s work efficiency, not the efficiency of the Web
    engineer who designs and builds it or the client-server
    environment that executes it.
   Focus: The WebApp interface (and the content it presents) should
    stay focused on the user task(s) at hand.
dsbw 2011/2012 q1                                                        29
Interface Design: Principles (2/2)‫‏‬
 Fitt’s Law: “The time to acquire a target is a function of the
    distance to and size of the target.”
   Learnability: A WebApp interface should be designed to minimize
    learning time, and once learned, to minimize relearning required
    when the WebApp is revisited.
   Maintain work product integrity: A work product (e.g., a form
    completed by the user, a user specified list) must be automatically
    saved so that it will not be lost if an error occurs.
   Readability: All information presented through the interface
    should be readable.
   Track state: When appropriate, the state of the user interaction
    should be tracked and stored so that a user can logoff and return
    later to pick up where she left off.
   Web Design Patterns: www.welie.com/patterns/

dsbw 2011/2012 q1                                                         30
References
 R. G. Pressman, D. Lowe: Web Engineering. A Practitioner’s
    Approach. McGraw Hill, 2008. Chapters 4, 7-9


 CONALLEN, Jim Building Web Applications with UML, 2on
    Edition, Addison-Wesley, 2002. Chapters 8-10




dsbw 2011/2012 q1                                              31

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Unit 04: From Requirements to the UX Model

  • 1. Unit 4: From Requirements to the UX Model Requirements Engineering → Requirements Model Analysis → Analysis Model (Specification)‫‏‬ External Design of the Web Presentation Layer → Interaction Model (UX Model)‫‏‬ dsbw 2011/2012 q1 1
  • 2. Requirements Engineering and Analysis  In principle, all that you have learned in Software Engineering courses on these topics are also applicable to Web Application engineering.  We are going to recall some general concepts,  with special attention to those aspects more concerned with WebApp Engineering. dsbw 2011/2012 q1 2
  • 3. Requirements Model: Artifacts  Vision Document (Revised)‫‏‬  Requirements Document  Functional Requirements  Non-functional Requirements  User eXperience (UX) document dsbw 2011/2012 q1 3
  • 4. Vision Document  The Vision Document is an overview of the entire project and is the source for the rationale that drives all the decisions made throughout the development process.  The vision document contains several key elements:  Description of the problem  List of the stakeholders involved in the project and their views of the system  Outline of the project scope  Outline of the software solution: high-level features and key design constraints dsbw 2011/2012 q1 4
  • 5. Requirements  A requirement is a statement that defines a goal or a constraint that the system must satisfy and  needs to be understood by the development team and validated by the stakeholder and user community.  has clearly determined pass/fail criteria that can be verified by the testing team.  must have its priority set in relation to other requirements.  Functional requirements  “The system should be able to compute international shipping charges for all products available for sale (high priority)” dsbw 2011/2012 q1 5
  • 6. Non-functional requirements  Usability/Accessibility  “The user should not fill more than three forms in any use case (medium)”  “The system interface shall not use HTML frames (low)”  Performance  “Web pages should not take longer than 5 seconds to load in the browser with a broadband connection (high)”  Robustness/reliability  “The system should enable access to data on weekly backup tapes within a 2-hour window (high)”  Security  “Personal data should be transferred through secure protocols (high)” dsbw 2011/2012 q1 6
  • 7. Requirements: Defining User Categories  What is the user’s overall objective when using the WebApp?  What is the user’s background and sophistication relative to the content and functionality of the WebApp?  How will the user arrive at the WebApp?  What generic WebApp characteristics does the user like/dislike? dsbw 2011/2012 q1 7
  • 8. Gathering Requirements from Stakeholders  Traditional focus groups  Trained moderators meet with small groups of representative users  Electronic focus groups  Moderated electronic discussions conducted with groups of representative end-users and stakeholders.  Iterative surveys  Series of brief surveys, addressed to representative users and requesting answers to specific questions about the WebApp  Exploratory surveys  Web-based surveys tied to one or more WebApps that have users who are similar to the ones that will use the WebApp to be build.  Scenario-building  Selected users are asked to create informal use cases that describe specific interactions with the WebApp. dsbw 2011/2012 q1 8
  • 9. UX Document [Conallen]  Its purpose is to guide the team developing the user interface:  Definition of the general user interface metaphors: menus, tabs, carts  Naming conventions for menus and titles  Detailed specifications for fonts, sizes, colors, and artwork requirements dsbw 2011/2012 q1 9
  • 10. UX Document (cont.)‫‏‬  Definition of page layouts and content positioning dsbw 2011/2012 q1 10
  • 11. Analysis Model: Artifacts  Use Case Model  User Categories  Use Case Diagrams  Content Model  Content “objects”: text, graphics, pictures, video, audio, etc.  Conceptual Model  Class Diagram  Textual Integrity Constraints  System Behavior Model  System’s sequence diagrams  System’s operation contracts  State Model  State diagrams dsbw 2011/2012 q1 11
  • 12. E-Tailer Example: User Categories customer guest registered customer customer service staff new existing dsbw 2011/2012 q1 12
  • 13. E-Tailer Example: Use Case Diagram E-Tailer Browse Catalog Customer <<extend>> Check Check order status out <<include>> <<include>> Process Ship payment order Merchant Shipping Account System Department dsbw 2011/2012 q1 13
  • 14. E-Tailer: Conceptual Model Product Catalog Category ID : String ID : String ID : String name: String : name: String name: String : 1 * 1 * price : float ... ... ... * Sale Item * quantity : Integer Finished Sale custName : String {incomplete} address : String date : Date ... /total : float dsbw 2011/2012 q1 14
  • 15. E-Tailer: System Sequence Diagram for the Browse Catalog Use Case : Customer : System The customer begins by navigating Navigate to home page to the e-retail company application The system responds with the Display company page company's home page. The customer selects the product Select catalog catalog. The system responds with a list of Display top-level categories the top-level categories of the catalog. The customer selects a category. Select category The system displays a list of Display products products in this category. The customer selects a product. Select product The system responds with a detailed Display product detail product description. dsbw 2011/2012 q1 15
  • 16. WebApp Engineering Design Pyramid user Interface design Aesthetic design Content design Navigation design Architecture design Component design technology dsbw 2011/2012 q1 16
  • 17. WebApp Engineering Workflows  Interface design:  Describes the structure and organization of the WebApp pages  Layout, menus, tabs, links, content, context information, search, etc.  Aesthetic design:  Look and feel of the WebApp (Refinement and/or redefinition of the UX Document)‫‏‬  Content design:  Content structure and organization in pages  Navigation design:  Definition of the navigational flows among pages that implement the different use cases. dsbw 2011/2012 q1 17
  • 18. WebApp Engineering Workflows  Architecture design:  Definition of the overall hypermedia structure for the WebApp  Component design:  In simple WebApps (static)  Which html files are needed and how they are organized  Web server configuration  In complex WebApps:  System’s Physical Architecture  Internal design of the Web presentation layer  Business logic layer design  Persistence model design dsbw 2011/2012 q1 18
  • 19. User eXperience Model (UX Model) [Conallen]  Corresponds to the Content design (partially), Navigation design and Architecture design layers of the “pyramid”  L’UX Model describes how the (dynamic) content will be structured and organized in different screens and how the user will navigate among those screens to execute the WebApp use cases.  Artifacts of the UX Model:  Screens  Storyboard sequences  Navigational paths and maps  A screen is something that is presented to the user, which contains the standard user interface infrastructure, such as menus and controls, as well as business-relevant content. dsbw 2011/2012 q1 19
  • 20. Screen Description  A screen's properties and its behavior with the user define the screen. These include :  Name and description  Structure  Content:  Static content  Dynamic content  Business logic content  Managed content: Banner ads, help and informational messages, press releases, company and application FAQs, white papers  Input fields and controls that accept user input  Description of user interactions with the screen dsbw 2011/2012 q1 20
  • 21. UX Model Stereotypes dsbw 2011/2012 q1 21
  • 22. E-Tailer: Home Page Screen Home Page «business logic» Featured product ID «business logic» Featured product name «business logic» Featured product price «business logic» Featured product short description «business logic» Featured product thumbnail «managed» Copyright statement «managed» Customer quote dsbw 2011/2012 q1 22
  • 23. E-Tailer: Storyboard sequence for the Browse Catalog Use Case : Customer <<screen>> <<screen>> <<screen>> <<screen>> : Home Page : Catalog : Category : Product The customer navigates to the e-retail navigate()‫‏‬ company application on the Internet. The system responds with the company's home page. catalog()‫‏‬ navigate() The customer selects the product catalog. The system responds with a list of the top-level categories of the catalog. select category()‫‏‬ navigate()‫‏‬ The customer selects a category. The system displays a list of all products in this category. select product()‫‏‬ navigate() The customer selects a product. The system responds with a detailed product description. dsbw 2011/2012 q1 23
  • 24. E-Tailer: Screens and Navigational paths for the Browse Catalog Use Case dsbw 2011/2012 q1 24
  • 25. E-Tailer: Storyboard Sequence for the Checkout Use Case Error in the payment data dsbw 2011/2012 q1 25
  • 26. E-Tailer: Screens and Navigational Paths for the Checkout Use Case dsbw 2011/2012 q1 26
  • 27. E-Tailer: Cart Updating dsbw 2011/2012 q1 27
  • 29. Interface Design: Principles (1/2)‫‏‬  Anticipation: The WebApp should anticipate the user’s next move.  Communication: The interface should communicate the status of any activity initiated by the user  Consistency in the use of navigation controls, menus, icons, and aesthetics  Controlled autonomy: The interface should facilitate user movement throughout the WebApp, but it should do so in a manner that enforces navigation conventions that have been established for the application.  Efficiency: The design of the WebApp and its interface should optimize the user’s work efficiency, not the efficiency of the Web engineer who designs and builds it or the client-server environment that executes it.  Focus: The WebApp interface (and the content it presents) should stay focused on the user task(s) at hand. dsbw 2011/2012 q1 29
  • 30. Interface Design: Principles (2/2)‫‏‬  Fitt’s Law: “The time to acquire a target is a function of the distance to and size of the target.”  Learnability: A WebApp interface should be designed to minimize learning time, and once learned, to minimize relearning required when the WebApp is revisited.  Maintain work product integrity: A work product (e.g., a form completed by the user, a user specified list) must be automatically saved so that it will not be lost if an error occurs.  Readability: All information presented through the interface should be readable.  Track state: When appropriate, the state of the user interaction should be tracked and stored so that a user can logoff and return later to pick up where she left off.  Web Design Patterns: www.welie.com/patterns/ dsbw 2011/2012 q1 30
  • 31. References  R. G. Pressman, D. Lowe: Web Engineering. A Practitioner’s Approach. McGraw Hill, 2008. Chapters 4, 7-9  CONALLEN, Jim Building Web Applications with UML, 2on Edition, Addison-Wesley, 2002. Chapters 8-10 dsbw 2011/2012 q1 31