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DescriptionHoursDaysStartFinishResource

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PlanningAG = Advisory Group

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ILS IT = ILS Implementation Team

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1. Definition of OPAC users/audienceThu 09/11/08Wed 10/15/08AG, LibraryWG = OPAC Working Group

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2. Confirm/invite final membership of OPAC WG2 hrs1 dayMon 10/06/08Wed 10/24/08CT, BDCT = Charis Takaro

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3. Organizational details.25 hrs1 dayMon 10/27/08Fri 10/31/08Mtg 1: WG, BDBD = Brooke Dykman

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Comparative Analysis

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1. Determine catalogs to be evaluated.25 hrs1 dayMon 10/27/08Fri 10/31/08Mtg 1: WG, BD

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2. Discuss features/scope of content for selected catalogs1 hr1 dayMon 10/27/08Fri 10/31/08Mtg 1: WG, BD

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3. Prepare/review/revise spreadsheet3 hrs5 daysMon 11/03/08Fri 11/07/08WG, BD

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User Analysis

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1. Develop user surveys based on high-impact features identified in comparative analysis/staff needs

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....1.1 Discuss survey questions.5 hr1 dayMon 11/03/08Fri 11/07/08Mtg 2: WG, BD

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....1.2 Determine when/where/how to distribute.5 hr1 dayMon 11/03/08Fri 11/07/08Mtg 2: WG, BD

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....1.3 Write questions4 hrs3 daysMon 11/03/08Fri 11/07/08WG, BD

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....1.4 Create print/electronic versions4 hrs3 daysMon 11/03/08Fri 11/07/08WG, BD

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....1.5 Implement/distribute survey4 hrs3 daysMon 11/03/08Fri 11/07/08WG, BD

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....1.6 Compile results4 hrs14 daysSat 11/08/08Sat 11/22/08WG, BD

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2. Discuss survey results

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....2.1 Prioritize user tasks for evaluation.5 hr1 dayMon 12/01/08Fri 12/05/08Mtg 3: WG, BD

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....2.2 Note other user concerns/comments.25 hr1 dayMon 12/01/08Fri 12/05/08Mtg 3: WG, BD

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3. Discuss user personas/user task scenarios.5 hr1 dayMon 12/01/08Fri 12/05/08Mtg 3: WG, BD

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4. Develop user personas/write user task scenarios4 hrs4 daysFri 12/05/08Fri 12/12/08WG, BD

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Version 1 Design: Working Group

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1. Conduct cognitive walkthrough of "out of the box" application

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....1.1 Discuss walkthrough process.5 hr1 dayMon 12/08/08Fri 12/12/08Mtg 4: WG, BD

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....1.2 Assign user task scenarios to WG.5 hr1 dayMon 12/08/08Fri 12/12/08Mtg 4: WG, BD

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....1.3 WG performs tasks and notes usability issues4 hrs5 daysMon 12/12/08Fri 12/19/08WG, BD

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....1.4 Compile/prioritize suggested modifications.75 hrs1 dayMon 12/12/08Fri 12/19/08Mtg 5: WG, BD

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2. Modify interface40 hrs14 daysFri 12/19/08Fri 01/09/09BD

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3. Document issues/questions/decisions3 hrs14 daysFri 12/19/08Mon 01/09/09BD

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4. Review version 1 interface1.5 hrs1 dayMon 01/05/09Fri 01/09/09Mtg 6: WG, BD

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5. Conduct user testing with paper prototypes (if necessary)8 hrs5 daysFri 01/09/09Fri 01/16/09WG

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....5.1 Prioritize task(s)/label(s) to test

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....5.2 Create paper prototype(s)

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....5.3 Identify participants/conduct test

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....5.4 Report results

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6. Make adjustments to version 1 of the interface20 hrs4 daysFri 01/16/09Wed 01/21/09BD

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Version 2 Design: ILS Implementation Team

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1. Conduct cognitive walkthrough of version 1 interface

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....1.1 Discuss walkthrough process.5 hrs1 dayThu 01/22/09Thu 01/22/09Mtg: ILS IT, BD

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....1.2 Assign user tasks to ILS IT.5 hrs1 dayThu 01/22/09Thu 01/22/09Mtg: ILS IT, BD

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....1.3 ILS IT performs tasks and notes issues/problems4 hrs7 daysThu 01/22/09Thu 01/29/09ILS IT

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....1.4 Compile/prioritize suggested modifications.75 hrs1 dayMon 02/02/09Fri 02/06/09Mtg 7: WG, BD

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2. Modify version 2 interface20 hrs4 daysFri 02/06/09Wed 02/11/09BD

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3. Document issues/questions/decisions3 hrs4 days

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4. Review version 2 interface1.5 hrs1 dayThu 02/12/09Thu 02/12/09Mtg: ILS IT, BD

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5. Conduct user testing with paper prototypes (if necessary)8 hrs5 daysFri 02/13/09Fri 02/20/09WG

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....5.1 Prioritize task(s)/label(s) to test

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....5.2 Create paper prototype(s)

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....5.3 Identify participants/conduct test

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....5.4 Report results

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5. Make adjustments to version 2 of the interface20 hrs4 daysFri 02/20/09Thu 02/26/09BD

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Version 3 Design: Web Access Group

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1. Present to campus Web Access group to evaluate accessibility compliance/issues2 hrs1 dayFri 02/27/09Fri 02/27/09BD, WG, CT

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....1.1 Schedule meeting with Web Access group1 hr1 dayMon 02/02/09Mon 02/02/09BD

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....1.2 Note issues mentioned during review1 hr1 dayFri 02/27/09Fri 02/27/09BD

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....1.3 Report results to WG and ILS IT.5 hr1 dayFri 02/27/09Fri 02/27/09BD

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....1.4 Prioritize suggested modifications.5 hr1 dayMon 03/02/09Fri 03/06/09Mtg 9: WG, BD

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2. Modify version 3 interface20 hrs4 daysMon 03/02/09Mon 03/09/09BD

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Version 4 Design: User Testing

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1. Prepare for in-person user testing

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....1.1 Write usability test plan3 hrs7 daysMon 02/09/09Tue 02/17/09WG

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....1.2 Finalize user task scenarios for test1 hr1 dayTue 02/17/09Fri 02/20/09Mtg 8: WG, BD

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....1.3 Write testing script3 hrs7 daysMon 02/23/09Fri 02/27/09WG

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....1.4 Schedule/configure testing environment10 hrs30 daysMon 02/09/09Mon 03/09/09WG, BD

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....1.5 Recruit test participants10 hrs30 daysMon 02/09/09Mon 03/09/09WG

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........1.5.1 Determine incentive.25 hr1 dayMon 02/02/09Fri 02/06/09Mtg 7: WG, BD

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........1.5.2 Request funding (if necessary).25 hr1 dayMon 02/02/09Fri 02/06/09Mtg 7: WG, BD

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2. Conduct usability testing with representative users20 hrs14 daysMon 03/09/09Fri 03/20/09WG

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3. Usability testing follow-up

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....3.1 Send thank you to participants1 hr1 dayMon 03/23/09Mon 03/23/09WG, BD

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....3.2 Analyze data12 hrs5 daysMon 03/23/09Mon 03/30/09WG

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....3.3 Write usability test report8 hrs5 daysMon 03/23/09Mon 03/30/09WG

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4. ILS IT and AG review report2 hrs5 daysMon 03/30/09Fri 04/03/09ILS IT, AG

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5. Prioritize changes.5 hrs1 dayMon 04/06/09Fri 04/10/09Mtg 10: WG, BD

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6. Modify version 4 interface20 hrs4 daysFri 04/10/09Wed 04/15/09BD

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Version 5 Design: Branding

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1. Create UC Berkeley Library branding/identification options30 hrs10 daysThu 10/02/08Mon 04/06/09BD

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....1.1 Comments from WG and ILS IT1 hr5 daysMon 04/06/09Fri 04/10/09ILS IT, WG

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....1.2 Revise branding8 hrs2 daysMon 04/13/09Tue 04/14/09BD

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....1.3 Final comments2 hrs4 daysTue 04/14/09Fri 04/17/09ILS IT, WG

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....1.4 Create final version of branding4 hrs1 dayFri 04/17/09Fri 04/17/09BD

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2. Modify version 5 interface - implement final branding8 hrs2 daysMon 04/20/09Tue 04/21/09BD

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3. Release for general staff comments1 hr7 daysTue 04/21/09Tue 04/28/09BD

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4. Prioritize comments1 hr2 daysWed 04/29/09Thu 04/30/09ILS IT, WG

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5. Make final adjustments to version 5 interface8 hrs2 daysThur 04/30/09Fri 05/01/09BD

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Final Release

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1. Release final interface2 hrs1 dayMon 05/04/09Mon 05/04/09BD

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2. Document all outstanding interface issues10 hrs7 daysMon 05/04/09Mon 05/18/09WG, BD

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3. Make recommendations for follow-up usability testing8 hrs7 daysMon 05/04/09Mon 05/18/09WG, BD