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INFO-I590/I690

Structured Conceptual Design for Interactive Applications Indiana University School of Informatics - IUPUI Syllabus v. 2.4 Course Info:

3 Cr. | Online – 6 Weeks, First Summer Session 2011. Start: May 11, 2011 – End: June 22, 2011 OnCourse link: https://oncourse.iu.edu/portal/site/SU11-IN-INFO-I590-4158 All students (in both I590 and I690 section) will access this same OnCourse section.

Instructor Info:

Dr. Davide Bolchini, Assistant Professor Indiana University School of Informatics at IUPUI IT Building, Room IT 485 535 West Michigan Street Indianapolis, IN 46202-3103 Research lab: User Simulation and Experience Research (USER) Lab Walker Plaza Building, 719 Indiana Avenue - 3rd Floor, Suite WK360 Indianapolis, IN 46202 Email: dbolchin@iupui.edu Phone: office (317) 278 5144 | fax (317) 278-7669 Office Hours: by Appointment -- Contact Policy: make appointments via email http://mypage.iu.edu/~dbolchin/ | http://bolchini.blogspot.com

Teaching Assistants:

Tao Yang (taoyang@iupui.edu). Office: USER Lab http://mypage.iu.edu/~taoyang/ Mexhid Ferati (mferati@iupui.edu). Office: USER Lab http://mypage.iu.edu/~mferati/ Office Hours: by Appointment -- Contact Policy: make appointments via email

*** IMPORTANT NOTES on the USE OF THE SYLLABUS *** Carefully reading in full this Syllabus is responsibility of each individual student. Each student is responsible to review and abide to the assigned deliverable deadlines and course instructions as specified in this syllabus. The instructor expects that each student refers to the syllabus first for any question or issue concerning deliverables dates and instructions, course timeline, schedule, and references. Details of the syllabus might change over the course of the class. As relevant changes will occur the instructor will notify the students via OnCourse. Each student is responsible to be aware of most updated version of the Syllabus posted on OnCourse/Syllabus section.

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*** IMPORTANT NOTE on the USE OF ONCOURSE and EMAIL*** The following functionality of OnCourse will be mainly used for this class:  Syllabus section (where the most updated Syllabus document is posted)  Resources Section (where all necessary weekly material, video lectures, papers/notes are available)  Drop-Box Sections (where students deliver their own assignments and may store working documents)  Messages Section (where students may post questions for the instructor) The instructor will mainly use EMAIL and OnCourse Messaging for sending individual or group messages to students (including answers to specific questions, written feedback on the assignments and grades). Students are free to use additional communication functionality provided by OnCourse to communicate with each other or to send email messages to the instructor. IMPORTANT ON EMAIL USAGE: The instructor will send emails to the students (either via OnCourse or directly through email) using the official, assigned IU mail or IUPUI email address. No other external email addresses will be used. Make sure to check regularly the IU/IUPUI mail account for correspondence.

COURSE DESCRIPTION Conceptual design is the activity of describing, at the proper level of detail, the salient characteristics of a complex, large interactive system from the perspective of the user experience. The course will provide students with advanced theoretical and design concepts to master the complexity of the user experience design of very large, content-intensive interactive applications, including web and mobile applications. Topics focus on conceptual models which go beyond the description of user interface elements and provide the principles, ready-to-use constructs and visual languages to systematically make, refine, document and communicate design decisions concerning the overall user experience architecture, information and navigation patterns. Special emphasis will be placed on architecture-level thinking to structure design reasoning and specify design decisions; the domain focus will be on information-intensive hypertext/hypermedia and web-based systems. Conceptual design topics will be illustrated on application examples and students’ projects. The nature of the topics requires conceptual rigor and analytical thinking, and has a direct, high practical relevance for HCI design. The course is intense and fast-paced. REQUIRED COURSE TEXT No books are required. Only published papers (click on links to access the PDF): REQUIRED TEXT [1] Bolchini, D., Paolini, P., Interactive Dialogue Model: a Design Technique for Multi-Channel Applications, IEEE Transactions on Multimedia, 8 (3) 2006, 529-541. Full URL: http://mypage.iu.edu/~dbolchin/public/idm.pdf REQUIRED TEXT [2]

Bolchini, D., Neddo, A., Beyond Interfaces and Flows: Abstractions for Mapping Organic Architectures, ACM interactions, 18 (1) January-February 2011, 56-61. Full URL: http://mypage.iu.edu/~dbolchin/public/p56bolchini_ACM_Interactions_2011.pdf

[as extension of 1., covering the same key concepts from similar perspectives and with other case studies] REQUIRED TEXT [3] Bolchini, D., Garzotto, F., Designing Multichannel Web Applications as “Dialogue Systems”: the IDM model, in Rossi, G.; Pastor, O.; Schwabe, D.; Olsina, L. (Eds.), Web Engineering: Modelling and Implementing Web Applications, Series: Human-Computer Interaction Series , Vol. 12, 193-219, ISBN: 978-1-84628-922-4, Springer, October 2007, 193-219. Full URL: http://mypage.iu.edu/~dbolchin/public/IDM_Book_chapter.pdf

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RECOMMENDED TEXTS Book: Book:

Mapping Websites, Paul Kahn and Krzysztof Lenk, Rotovision 2001. Available on Amazon.com at http://tinyurl.com/c8mgpa Designing Web Navigation, James Kalbach, O’Reilly, 2008. Available on Amazon.com at http://tinyurl.com/3f8jtyf

COURSE OBJECTIVES AND OUTCOMES Each student will acquire knowledge and the ability to critically reflect on, apply and explain terms and concepts related to the following range of conceptual design topics: 

The role of conceptual modelling as applied to the structured design activity of HCI applications, and its interaction with requirements analysis and evaluation.  Elements of conceptual modeling theory and structured design for large, multichannel applications;  Conceptual design methodologies for information architecture, navigation architectures, interaction design patterns; visual languages for conceptual modelling, architecture mapping and design notations These elements will be illustrated through a specific interactive design modelling language (IDM – Interactive Dialogue Model) which provides a set of semi-formal conceptual primitives, notations and terminology to sketch and characterize the high-level organization of a complex, content-intensive interactive application. IDM specifies and gives systematic form to most concepts and design principles implicitly underlying advanced design practices for structuring complex interactive systems. At the end of the class, students will be able to professionally to interpret, perform, justify, document and communicate high-quality conceptual designs for complex, content-intensive interactive applications. These designs will specify the high-level organization of the user experience architecture and will be the fundamental, structured input to the implementation phase. HOW THE ONLINE STUDENT EXPERIENCE WORKS The structure of the online learning experience for this class is simple, but requires full commitment every week on behalf of each student. Here is a synopsis of the weekly tasks for an optimal learning experience. At the beginning of EACH WEEK, get organized and plan to get the following tasks done: 1. Carefully review the detailed weekly schedule for the week on the Syllabus (see end of this document) 2. Watch and study in full the weekly video lectures, as well as papers and slides material made available for the week (all in OnCourse/Resources section, WEEKLY FOLDERS) ** ! Road to failure: waiting to review the lecture until the day before the assignment is due!

3. Review the instructions for any assignment due and start working intensively on the assignment as soon as you can 4. Prepare any questions you might have related to the assignment or to the lecture  If you have prepared any question, meet the instructor online at the predefined time during the Open Chat Studio to pose your questions (see instructions further on in Syllabus)  If you have further questions on assignments or lectures, post them on OnCourse and notify the instructor, or send email to instructor if you prefer. ** ! Road to failure: asking the instructor questions about basic concepts few hours before the assignment is due!

5. Finish and post any due assignment by the predefined deadline (see weekly schedule)

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GRADES STRUCTURE COURSE GRADE BREAKDOWN

Assignment 1: Reverse Modeling Exercise Assignment 2: Conceptual/Logical Design Assignment 3: Page Design Assignment 4: Final Design Project

GRADE SCALE

10% 15% 25% 50%

A+ A AB+ B BC+ C

97-100 93-96.99 90-92.99 87-89.99 83-86.99 80-82.99 77-79.99 73-76.99

NATURE AND EXPECTATIONS FOR ASSIGNMENTS Project assignments are the fundamental modality in which you will be able to put to test and refine your learning of the design/theoretical concepts and principles learned in the lecture and papers. As indicated in the grade structure, the course will comprise of 4 project assignments. Each project assignment will consist of a specific design task that will require you to understand and apply in practice and with rigor the methods learned in the class lecture and material. Document format, general structure and instructions for each assignment are provided on OnCourse. The type of activity involved in the assignments mainly concerns the “design” (conceptualization and representation) of the information and navigation architecture of an interactive application. The key evaluation criterion for ALL assignment is the degree of maturity, effectiveness, technical correctness, and appropriateness with which you have applied and used the concepts learned in the material and lecture. No implementation/technical development/programming tasks are involved in the assignments. Familiarity with commonly used document/schema editing tools (Word, Powerpoint are sufficient) is needed to produce highquality design documentation. The quality of the documentation reflects also your ability to communicate your design ideas, which as important as the quality of the design ideas itself. RECOMMENDATIONS FOR SUCCESS To succeed and excel in this class, students are expected to: (a)

Be intellectually open to challenge and in some cases abandon their own pre-conceptions and “comfortzones” about how to structure and design complex interactive applications

(b)

Being open to learn and apply new approaches, vocabularies and languages for structuring design reasoning

(c)

Study, study, study (and NOT just “skim” on screen or read superficially), and re-study ALL the assigned readings and material.

(d)

Persevere even if concepts appear difficult and non intuitive at the beginning. Science often challenges our intuition.

(e)

Continuously refer from the projects to the theory and lecture material, and from the theory to the project experience.

(e)

Deliver timely assignments which are at least re-read and revised, and thoroughly reviewed multiple times. Rushed, last-minute deliverables consistently lead to very poor performances.

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OPEN CHAT STUDIO SESSIONS & QUESTIONS/ANSWERING -- INSTRUCTIONS On one specified day of every week (see detailed schedule), there is the opportunity to connect online in an Open Chat Studio session with the instructor on a specified time to ask questions live (via audio/video conference and chat). Even if you do not have specific questions, it is useful to listen to questions of other students and to the answers of the instructor.  If you have questions on the concepts explained and on their application to the project deliverables, students are recommended to use the opportunity of the Open Chat Studio first, as each student’s question and answer can be extremely useful and beneficial to all students. Unless otherwise specified, the Open Chat Studio session will happen at 4.00PM on the specified week day, and will use the Breeze online conferencing system (no need to install additional software). To participate to the Open Chat Studio, connect at least 5 minutes before starting time on: http://breeze.iu.edu/i690conceptualdesignchat Log in as “guest” (NO user name or password needed). Technical requirements: Flash plug-in, working microphone and audio speakers/earphones to participate.

The participation to the Open Chat Studio session is NOT mandatory but is strongly recommended. You will be able to ask questions on deliverables and assignments via chat, get answers via video/audio/shared whiteboard, listen and discuss other students’ questions. Every Open Chat Studio session will last approximately 1 hour. If you cannot attend the Open Chat Studio session for the week, or if you have still further questions after the session, you have the opportunity to post additional questions on the OnCourse/Messages section by NOON of the deadline day indicated for the week (see Detailed Weekly Schedule). DELIVERABLES DEADLINES AND GENERAL INSTRUCTIONS Every due assignment must be posted by 11.59PM of the due date in the student’s own DropBox in OnCourse. The file naming convention to use is: LastName_Initial_Assignment-[number]. Example: Turner_W_Assignment-1.doc. Make sure to upload both the .PDF and source (.DOC or .ppt) version of your assignment. Refer to the weekly schedule at the end of this syllabus to see the DUE DATES of the assignments. Place your delivered file in a well visible and identifiable location in your DropBox (i.e. on the first level of folder or in a clearly named sub-folder). Always double check that your files open correctly and are readable in their entirety. POLICY FOR MISSING OR LATE DELIVERABLES If a deliverable is posted late, -10 points are automatically taken off from the deliverable grade for every late day of delivery. Example: If a deliverable is due on Monday at 11.59PM, and it is posted on Tuesday at 3am, -10 points are taken from the deliverable grade. If it is posted on Wednesday, additional -10 points are taken. All deliverables posted on or after the 5th day past the due date will automatically get an F.

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Important Technical Requirements to properly open and watch the class video lectures The VIDEO LECTURES are AVAILABLE IN THE RESOURCES SECTION OF ONCOURSE in the WEEKLY FOLDERS. Please read carefully these simple instructions and double check before class starts that your computer/technical equipment is able to access and deliver the video lecture with good audio and video quality. Video lectures are made available in different formats, all through a link from OnCourse/Resource, weekly folders. To make sure you can properly watch all the video lectures, please note that: 1.

You need to have installed QuickTime video player on your computer to watch the class video lectures: http://www.apple.com/quicktime/

2.

To watch the streaming video lectures properly, we recommend an Internet connection speed (Download Speed) of at least 1.2 Mb/sec. To very quickly check your Internet connection speed, just visit this great testing site: http://www.speedtest.net/ and click on “Begin Test”. Check the value for your “Download Speed”.

3.

As a TEST VIDEO, try to open and watch the following sample video from the IU SoI Colloquia Series video talk: http://disted.informatics.iupui.edu/4102_Lecture/Colloquia/Hourcade.php If you can watch this video properly, you should also be able to watch the class video lectures as well.

4.

To test the additional formats available, make sure to have installed Adobe Flash Player: http://get.adobe.com/flashplayer/

5.

As additional TEST VIDEO, try to open and watch the following sample video from the recent IU SoI Colloquia Series video talk: http://disted.informatics.iupui.edu/4112_Lecture/Colloquia_Potter.php If you can watch this video properly, you should also be able to watch the class video lectures as well.

For additional technical requirements or troubleshooting see here: http://disted.informatics.iupui.edu/siterequirements.php For technical issues or problems/questions with these technical requirements, please contact David Phelps at dcp@iupui.edu.

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BIBLIOGRAPHY AND ADDITIONAL RESOURCES Additional material on IDM (Interactive Dialogue Model): 

IDM graphic stencil for OmniGraffle: http://graffletopia.com/stencils/342

User Experience Architecture Mapping with IDM: http://mypage.iu.edu/~dbolchin/UX_mapping.htm

A full package of aggregated additional resources on IDM, including additional project examples (from students and professionals), additional notation support, advanced concepts, and glossaries: o http://repository.tec-lab.ch/IDMUSAGE0906/IDM_package_Sept_06.zip

 

Book on IDM (in Italian): o Paolini, P., Mainetti, L., Bolchini, D., Progettare Siti Web e Applicazioni Mobili, McGraw-Hill Italia, 2006. http://www.catalogo.mcgraw-hill.it/catLibro.asp?item_id=2036

RELEVANT HCI RESOURCES THE PROFESSIONALS’ PERSPECTIVE Web, Interaction Design, and Usability-related newsletters, blogs, and sites. I suggest to periodically check these resources to gain novel insights in the field.  Jakob Nielsen’s website: http://www.useit.com  Bruce Tognazzini’s web resources: http://www.asktog.com/menus/designMenu.html  User Interface Engineering and Jared Spool: http://www.uie.com  Interaction Design at Cooper: http://www.cooper.com/journal  Usability Professionals’ Association: http://www.upassoc.org  UPA Journal of Usability Studies: http://www.upassoc.org/upa_publications/jus/index.html RELEVANT HCI RESOURCES CONCERNING ACADEMIC CONFERENCES AND JOURNALS    

Interactions magazine on ACM Digital Library (papers accessible available from IUPUI campus network) http://interactions.acm.org CHI Proceedings Series; the premiere annual conference in Human-Computer Interaction Human-Computer Interaction Journal: one of the leading journal in the HCI field. Papers (up to 2007) freely accessible through IUPUI library here. Journal website: http://hci-journal.com/ Update calendars and list of ACM-sponsored HCI-related Conferences: o http://www.sigchi.org/conferences

>>> See Detailed Weekly Schedule on next page >>> 

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Week 

Day 

Lectures & Material

Assignments 

Watch and Study the Lectures for Week 1   Syllabus Course Introduction   UX Architectures   Study the Syllabus   Study the lecture notes           

Watch Explanation  Assignment 1.  Read assignment instructions.  [Reverse Modeling Exercise] 

Watch Explanation  Assignment 2.  Read assignment instructions.  [IDM conc./logical design]   

WK 1 

Wed May 11 

         

Thur May 12  Fri May 13  Sat/Sun  Mon May 16  Tue May 17 

WK 2 

Wed May 18 

 

Thur May 19 

Watch and Study the Lectures for Week 2  Structured Design with IDM  Study the referenced material and  required text [1].  Questions answered   

       

Fri May 20  Sat/Sun  Mon May 23  Tue May 24 

       

WK 3 

Wed May 25 

 

Thur May 26 

Watch and Study the Lectures for Week 3  IDM cont. and Page Design  Study the referenced material and   required text [1] and [2].  Questions answered   

       

Fri May 27  Sat/Sun  Mon May 30  Tue May 31  Wed June 1 

WK 4   

Thur June 2 

       

Fri June 3  Sat/Sun  Mon June 6  Tue June 7  Wed June 8 

WK 5 

         

WK 6 

Thur June 9  Fri June 10  Sat/Sun  Mon June 13  Tue June 14  Wed June 15 

         

Thur June 16  Fri June 17  Sat/Sun  Mon June 20  Tue June 21 

   

Wed June 22  Thur June 23 

        Watch and Study the Lectures for Week 5  Visualizing UX Design  Conceptual Models.   Revisit basic concepts by  watching I‐IDM video demo.  Study the referenced material and  required text [3].            Watch and Study the Lecture for Week 6 Revision and Wrap‐up.  Study the referenced material.           

Deliverables

Open Chat Studio at 4pm  Deadline for questions  (noon) 

Assignment 1 DUE (11.59 PM)  [Reverse Modelling Ex.]  10%

Feedback on assignment 1

        Watch and Study the Lectures for Week 4  IDM ‐ Advanced Concepts  Study the referenced material.   

Q&A  

Open Chat Studio at 4pm  Deadline for questions  (noon)  

Watch Explanation  Assignment 3.  Read assignment instructions  [IDM page design]  Assignment 2 DUE (11.59 PM)  [IDM conc./logical design]  15%

Feedback assignment 2 Open Chat Studio at 4pm 

Assignment 3 DUE (11.59 PM)  [conc./logical design &  IDM page design]  25%

Feedback assignment 3 Watch Explanation  Assignment 4.  Read assignment instructions  [IDM Design Final Project]   

Open Chat Studio at 4pm 

Open Chat Studio at 4pm   Assignment 4 DUE (11.59 PM)  [IDM Design Final Project]  50%

   

Feedback and Final Grade Posted

 

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Structured Conceptual Design for HCI