Title: Enabling and Improving the Use of Mobile eServices
1Enabling and Improving the Use of Mobile
e-Services
- Workshop1
- _at_
- Human Factors in Telecommunication Symposium 2006
- ETSI, Sophia Antipolis, France
- March 20, 2006
2Agenda
- 930- 1030 Introduction
- ETSI, TCeurope and the work
- 1030- 1230 Session 1
- 1230- 1330 Lunch
- 1400- 1600 Session 2
- User education and Setup tracks
- 1600- 1630 Sum-up and conclusions
- 1630 HFT 2006 Welcome cocktail
- Coffee and convenience breaks will be flexible
3ETSI Specialist Task Force 285
- Present
- Bruno von Niman, ITS (vonniman consulting)
- Martin Böcker, BenQ
- Michael Tate, BT
- Pekka Ketola, Nokia
- Absent with a good reason
- David Williams, Motorola (majire)
- Matthias Schneider- Hufschmidt, BenQ
- Margareta Flygt, Sony Ericsson
- Pascale Parodi, Nokia
4Why standards?
5What is ETSI?
- A European standards organization
- Officially recognized by the EU EFTA
- Setting globally-applicable standards for
- Telecommunications, in general
- Radio communications, especially mobile
- Broadcasting, and
- Related topics
- Active in all areas of ICT
- An independent, non-profit organization,
created in 1988 - Offering direct participation of all members
- We have more than 15,000 publications ?
available for free!
6ETSI
- We are the home of the GSM standards
and of a lot of others, e.g. ISDN, DECT, DAB,
DVB
7ETSI
- and a founding Partner in
The 3rd Generation Partnership Project
8ETSIs Vision (March 2006)
ETSI is the preferred organization for the ICT
industry and other stakeholders, to develop
standards and specifications for the global
market, and to support regional initiatives as
appropriate. In standardization, we have to
understand that we are here to agree on something
useful!
9ETSIs innovations
- Direct representation in standards-making
- An open and world-wide acceptable process
- Products matched to market needs
- Specialist Task Forces (Project Teams)
- Competence Centres
- Early introduction of electronic working
- ISO 90012000 certification since 1994
- Standards for free
10ETSI Membership
Service Providers
Others
24
Manufacturers
Users
51
4
Administrations
8
Network Operators
13
11Expectations from good standards? 1 (2)
- Market relevance
- demand by the market
- fulfilling market needs
- Timely provisioning of
- global networking
- global interworking
- global interoperability
- Basis for fair competition
- Market growth
12Expectations from good standards? 2 (2)
- Not too detailed, but unambiguous
- Detailed enough in order to allow for
multi-vendor operation - Modular structure preferred
- Clearly defined interfaces
- Technology independence
- Easily and fast adaptable to new technology
- Usable in different networks
13Standardization is
- Load sharing
- Cost saving
- Close Co-operation of competitors
- Reduction of solutions to a minimum preferably
? one! - Creation of a critical mass
- Bringing about economy of scale
- A fight against technical barriers to trade
14The user experience of ICT1876 1990
- Intelligent agent-assisted, natural
speech-controlled calls and text messages to and
from unique wired devices - Safe, secure, always-on
- Positioning services, context and
location-sensitive - Computers processed by specialists
- First Apples and PCs
- Major improvements
- design
- increasing number of users
- HW the handset, handsfree and push-button keys
- technology advances.
15Consumer experience of ICT1990- Future
Generation
- ICT plays a key role in everyday life - eSociety
- Mobile, multimodal, personal, universal,
converging, always-on, ever-smarter - Capabilities evolving further
- More mobile than fixed
- Growth driven by
- Technology
- voice-centric users, data adapters and mobile
services - user experience.
- Complexity, interoperability and connectivity
issues
16Everyday life- e-Society
17ETSI TC Human Factors
- Responsible for human factors
- issues in all areas of
- telecommunications and ICT
- Responsibility to ensure ETSI takes
- account of the needs of all users-
- generic, older, young, disabled, etc.
- Produces standards, guidelines and
- reports that set the criteria necessary
- to ensure the best possible user experience
- Chairman Stephen Furner (BT, UK)
- Vice Chairmen Bruno von Niman (ITS, Sweden)
Lutz Groh (BenQ, Germany)
18TC HF Major activities/deliverables
- New wave technologies
- Childrens use of ICT
- Telecare
- Real time communications
- Fixed mobile convergence
- Minimum HCI for mobiles
- User profiles
- Enterprise wide systems
- Accessibility and inclusion
- Textphone access to IP text services
- Symbols for access to digital TV
- Multicultural interfaces
- Deliverables
- Around 100 deliverables published so far by ETSI
human factors committees - Project Teams/STFs
- 31 have completed work to date 5 are in
preparation more on the way!
19ETSI HF Specialist Task Forces
- - Requirements for assistive technology devices
in ICT - - Generic spoken command vocabulary for ICT
devices and services - - Guidelines on the multimodality of icons,
symbols and pictograms - - Guidelines for ICT products and services
Design for All - - Access to ICT by children Issues and
guidelines - - Alphanumeric characters in European languages
sorting orders and assignment to the 12-key
telephone keypad - - Human Factors of work in call centers
- - Multimodal interaction, communication and
navigation - - Maximizing the usability of UCI based systems
- - Guidelines for generic UI elements of mobile
terminals and services - - Telecare in and outside of intelligent homes
- - User profile management
- - Guidelines for the design and use of ICT by
children - Duplex universal speech and text communication
- Multicultural aspects of ICT
- Etc.
20(No Transcript)
21STF285 User Education and Set-up Procedures
- Contracted experts representing
- Nokia,
- Siemens,
- Sony Ericsson and
- Independent consultants
- Takes into account previous work
- Open, result-oriented, pro-active work based on
consensus - All results agreed with key players in the
industry - ETSI Guides to be published in September 2006
22STF 285 Scope
- Elaborate the previous work in two key areas
- Set-up procedures
- User Education
- Provide guidelines on both areas in order to
support device and service design - Support users in first-time device and service
set up - Support users in using features and services
- Principles identifying minimum quality standards
- Ensure a design-for-all approach (universal
design) - Outline solutions for ensuring access by the
widest possible range of users
23 Rationale for minimum standards in set-up
procedures
- Failure to set up successfully mobile devices and
services leads to low or no service uptake,
decreased trust in manufacturer and service
provider - Mobile devices and services are complex and
abstract, and cannot always be pre-installed by
the manufacturer - Trends that underline the importance of the
issue - Changing population demographics
- Population mobility
- Increasing user expectations
- The deployment of advanced social services
- Access to services by all
- Increasing variability in the segmentation of
customers.
24Areas covered set-up procedures
- Importance of set up procedures
- Previous work
- Initial set up and product replacement
- Life cycle, user activity and context of usage
- Use cases for set-up activities
- Generic set-up guidelines
- Terminal-specific set-up guidelines
- e-service-specific set-up guidelines
- Set-up procedures and design for all
- Development and evaluation of set-up procedures
25Draft ETSI Guide Setup Procedure Design
Guidelines for Mobile Terminals and e-services
- The complexity of mobile services and devices
creates a digital divide between users with the
ability to use new services and those who do not
know how to get access to these services - Goals
- Support service and device designers through user
interface design guidelines for the development
of appropriate setup procedures - Enable all users to access mobile services
through their devices - Overcome the hurdle to using remote services for
first-time users with limited capabilities. -
26Our approach from use cases to guidelines
- Use cases provide a common non-technical language
for investigating user activities and their
relation to system behaviors - From these use cases we develop user interface
design guidelines for the development of
appropriate procedures and interfaces - These guideline are categorized into main
themes major principles for the user interface
design of setup procedures - Strive for completeness through a comprehensive
set of use cases which cover all major aspects of
setup procedures
27Setup activity framework
To ensure that our use cases cover all relevant
aspects of setup activities, we classify them
using a three-dimensional framework
- The Life-cycle of device/service usage
- A new service or device is first put into use,
- during standard usage, or
- at the end of its lifetime when the device or
service is replaced by a successor. - The Types of User Activities High-level setup
activities are considered in the following areas
- Communication,
- Fun/Filling
- Grey-Time,
- M-Commerce,
- Content Gathering/Browsing,
- Personalisation, and
- Synchronisation/Update.
- The Context of Usage Key aspects of context are
- the User (personas can be used to address needs
of special user groups) , - Mobility (walking or standing, static but in
transit (e.g. in a train), static with/without
laptop (e.g. in the kitchen)).
28Example use cases
- Personalization PETER WANTS TO GET THE SAME
SETTINGS (SKINS, MUSIC, RINGER TONES etc.) THAT
HE HAS ON HIS OLD PHONE ON A NEW PHONE BOUGHT IN
SPAIN - Peter is a retired UK inhabitant, living in
Spain, with PC available - Synch/Update BRUNO WOULD LIKE TO ACTIVATE A NEW
SERVICE (COST-OPTIMIZED GPRS-ROAMING) AND DISABLE
THE PREDECESSOR - Bruno is a deaf power-user
- M-Commerce JOHANNA WANTS TO UPDATE CREDIT CARD
INFORMATION AT HER FAVORITE ON-LINE STORE - Johanna is a female adult
- Communication WHILE COMMUTING TO SCHOOL LEA
WANTS TO SEND AN MMS BUT CANNOT SEND THE MESSAGE - Lea is a high-school student
- Sync/Update PETER HAS LOST HIS PHONE AND NEEDS
TO RECOVER HIS PERSONAL INFORMATION ONTO A NEW
DEVICE. ALSO, HE WANTS TO PROTECT HIS INFORMATION
ON THE LOST PHONE - Peter is a male adult
29Use case template
- Based on Cockburn (1997)
- Use case describes a high-level set-up activity
to be achieved - Variations/extensions explore problems during
set-up - Guidelines generated from problem solutions
- Solutions are near-term
30Example use case (1)
- PETER WANTS TO GET THE SAME SETTINGS (SKINS,
MUSIC, RINGER TONES etc.) THAT HE HAS ON HIS OLD
PHONE ON A NEW PHONE BOUGHT IN SPAIN - Peter is English and has retired to Spain. He
has a PC available
31Example use case (2)
32Example use case (3)
- Extensions alternative sub-flows or user
problem sub-flows
33Example use case (4)
- Variations device/service/network problem
sub-flows
34Use cases to explore (1)
- Filling grey-time
- DIRK (20) IS MAKING AN MMS OF VIDEO AND AUDIO TO
SEND TO A V-JAYING COMPETITION BUT HE DOESNT
HAVE RIGHTS TO USE THE CONTENT ON HIS PHONE
(student) - DOMEK (30) WANTS TO UPDATE A TRIAL VERSION OF A
GAME THAT WAS PREINSTALLED ON HIS HANDSET
(freelance designer) - TIBO (45) WANTS LESS REGULAR WEATHER UPDATES ON
THE LIVE CONTENT AREA OF HIS HOME SCREEN (keen
hiker)
35Use cases to explore (2)
- Browsing for content
- BRUNO (45) HAS JUST UPGRADED HIS HANDSET AND
WANTS TO SEE HOW THE LATEST F1 GAME FROM HIS
FAVOURITE GAMES PORTAL LOOKS ON THE NEW HANDSET
(manager) - SOPHIE (37) WANTS TO CHANGE HER WAP HOME PAGE AND
STORE A FAVOURITE MEDIA SITE THAT SHE IS
CURRENTLY VIEWING (journalist) - RICCARDO (55) HAS HEARD THAT MOBILE TRANSACTIONS
ARE NOT SECURE AND WANTS TO UPGRADE THE SECURITY
SETTING OF HIS BROWSER (bank employee)
36Use cases to explore (3)
- Synchronisation/ update
- TASMIN (50) HAS JUST RECEIVED AN AUTOMATIC OTA
UPDATE OF HER CONTACTS APPLICATION THAT SHE
DOESNT LIKE. SHE WANTS TO RETURN TO HOW THINGS
WERE BEFORE THE UPDATE (personal recruiter with
visual problems) - Personalisation
- MARCO (40) WOULD LIKE TO CHANGE THE GREETING ON
HIS NETWORK VOICEMAIL. HE WOULD LIKE TO USE AN
AMUSING MP3 FILE THAT HE SON HAS DOWNLOADED ONTO
HIS PHONE (construction worker)
37Main UI principles for device and service setup
UIs
- Leave the control of the setup process with the
user - Automate the setup process as far as possible
- Keep the configuration at a minimum number of
steps - Always keep necessary addresses for
help/information - Provide all necessary information to the user
- Provide all configuration information in the
user's native or other preferred language - Provide all configuration information in the
users vocabulary - Use existing standards and guidelines
- Design for different abilities and know-how
38Leave the control of the setup process with the
user
- Always allow for interrupts from the user (Cancel
button) Always allow a way out, but make it
easier to stay in - Provide "back", "next", "cancel", and "finish" as
well as "help" controls - Indicate the progress of the configuration
procedure to the user - Make actions reversible, allow for human error
- Navigation should be under user control
throughout the configuration procedure
39Leave the control of the setup process with the
user
- If the configuration procedure fails or is
aborted the state of the terminal should revert
to that previous to the start of the
configuration procedure. The user should be
informed on how to proceed in order to complete
the configuration - If a service recognizes that it is not configured
properly it should inform the user and initiate
the setup process if requested
40Leave the control of the setup process with the
user
- Success or failure for each setup step should be
communicated to the user. Steps to correct the
failure should be communicated as well - During the transfer of setup information from one
device to another non-optimal transfer should
require confirmation by the user - Transfer of setup information from one device to
a second device should not modify the contents on
the first device. (Attention license information
may be a problem) Any modification on the source
device should be confirmed by the user - As far as possible, avoid forcing the user to
input entries for settings. Provide appropriate
default entries for settings
41Automate as far as possible
- Pre-configuration is the preferred solution for
configuration of terminal and service access - If pre-configuration cannot be achieved, some
means of guided configuration should be provided,
taking into consideration the needs of all users
(including elderly or disabled users) - Provide means for guided and/or manual
configuration in the terminal, if
pre-configuration cannot be achieved - Subsequent updates of settings, e.g. OTA, should
provide the default entries for terminal or
service resets
42Automate as far as possible
- It should be possible to return to an interrupted
setup procedure without loss of earlier input - A service/device should be usable with minimum
setup/come preconfigured with place-holder values
like e.g. greeting message
43Automate as far as possible
- Use the language selected for the phone as a
default for configuration of services - A service should be able to control/correct its
configuration on the users device without user
intervention, as long as there is no cost
implication - Basic setup should be available OTA e.g. by
sending a short message to a service centre,
which automatically configures the service and
the device settings
44Keep configuration at a minimum number of steps
- Dont ask for unnecessary confirmations
- Dont provide extraneous information during the
setup process - Avoid disturbances during setup wherever possible
- Provide auto-completion where appropriate allow
disabling of this feature under user-control - If a service is unavailable due to other reasons
(e.g. network not available, service not
configured for roaming while user is abroad) the
user should get a correct indication of the
reason for failure
45Keep necessary addresses for help/information
- Provide simple access to call-centres or to
detailed information during setup processes - Links to information and information in the
service/device should be kept up-to-date during
the lifetime of a device/service - Relevant information on how to deal with for
worst-case scenarios (e.g. lost or stolen phone)
should be available (on the service provider side)
46Keep necessary addresses for help/information
- As a fallback solution a service phone number
should be available through which the
configuration can be initiated from a call centre - Each service provider should provide a manual,
face to face channel to modify sensitive data
details in the event of failure of the automated
process - Operator-specific service information should be
provided directly in the handset, including the
means to control the service
47Provide all necessary information to the user
- Provide a clear description of what equipment and
information the user needs to have ready to hand
during the configuration procedure, and if
necessary, how to obtain it - Convey what settings need to be configured and
what effect configuring a setting will have by
providing natural entry points into the
configuration procedure - Indicate the progress of the configuration
procedure to the user - Success or failure for each setup step should be
communicated to the user. Steps to correct the
failure should be communicated as well
48Provide all necessary information to the user
- Provide clear indication and differentiation of
what the setting is and what the actual entry of
the setting is - Provide clear instructions on what type of
information is required at each step of the
configuration procedure. Provide illustrative
examples - Provide examples of the correct format for the
required setting entries and support for handling
the formats - Provide information to the user on which settings
are pre-configured - Provide a clear overview of the steps of the
configuration sequence
49Provide all necessary information to the user
- Provide a logical and consistent order to the
configuration procedure. Provide information on
how to change settings later - Provide clear feedback when the configuration
procedure ends - Only provide steps that involve instructions,
choices or feedback relevant to the configuration
procedure. All other steps are redundant - Exploration users should have easy access to all
features that can be configured - Where possible these features should be related
to the users experience, know -ow, environment,
preferences, and location - Cost consequences should be shown to the user
50Provide all necessary information to the user
- The user interface should communicate if the
configuration is related to a remote or a local
feature - During the transfer of setup information/contents
from one device to another, steps that cannot be
completed or are completed in a non-optimal way
need to be signalled to the user - Pending automated registration should be
communicated to the user - If a service is unavailable due to the
unavailability of underlying network services
this should be clearly indicated to the user to
prevent frustrating configuration attempts or
un-intended reconfiguration of the requested
service
51Provide all necessary information to the user
- Reasons for unavailability of services should be
clearly indicated - If a setup-action has not been successful the
device should inform the user as to why the
action has not been carried out. State of the
system must be clear to the user and should be
communicated to the user - Information should be provided on authentication
and authorisation - Where common services are provided on web/WAP
these services should be indicated (space
permitting) - Changes impacting the service should be indicated
to the user if they necessitate reconfiguration - If a service can be activated and deactivated
through several channels, the result should be
the same (and the information channels should
interoperate)
52Provide all configuration information in the
user's native or other preferred language
- Option to explicitly select a preferred language
should be part of every setup process - The language of the device can be a good default
for the service setup language - Users should be prompted to select their ideal
language when using a new device
53Provide all configuration information in the
users vocabulary
- Do not display machine code error messages
- Where necessary, provide explanations of concepts
that need to be understood by the user during
configuration - Provide consistent terminology across all sources
of configuration information - Avoid giving unnecessary information to the user
- As far as possible, hide technical concepts that
the user does not need to understand during
configuration - Help information is required for each entry in
the MMS configuration as most parameters are not
self-explanatory
54Allow for human error
- Provide error handling to prevent a change of
setting entries, preventing access to basic
services - If the user is permitted to change the setting
entries, resetting the terminal to factory
settings should present the user with a choice of
whether to keep or reset the current settings for
terminal and service access - Error messages should include information on how
to correct errors, e.g. in case of server
unavailability - Please control the server setting on your device
by sending an empty SMS to phone number xxxx.
Follow the instructions after the receipt of the
return SMS. If your settings are correct, please
retry to send your message. If this fails again,
the server may unavailable. Please retry after 15
minutes or call xxx for further support
55Allow access to setup-information during
setup-procedures
- Access to the main menu of the device should be
possible during OTA setup procedures - The user should have access to device information
pertinent to setup processes for services - Phone model and serial number
- Username/Password
- IMEI
- Software version
- Possibly Hardware version
- Subscription details (services subscribed)
56Use existing standards and guidelines
- The most recent versions of management protocols
and mechanisms, as specified in OMA working
documents and reference specifications (see
bibliography), with corresponding UI elements,
are the recommended, generic technical solution
for configuration for terminal and service access - Follow customer/service provider specific
guidelines - Guidelines for changing modalities/ use of
applicable modalities, see reference 11 in the
draft EG - Setup dialogs are user-machine interactions if
style guides exist in the environment, use them! - Refer to outcome of the Multi-cultural STF, when
available - There should be consistency between device,
bearer (e.g. MMS), and service (e.g. ticketing)
setup procedures
57Design for differing user abilities or know how
- Multimodal interaction should be used wherever
possible as a fallback access to a personal
call-center support is strongly advised - Reminders with easy access to a setup-dialog are
helpful for first-time users of a service. - An option to use a large font should be provided.
- The user preference for detailed or short
feedback, wizards and other guided procedures
should be considered (even if setup is automated
the activities carried out in each automated
setup may be required by the user). - Feedback to the user should be confirmed to the
user in the preferred way
58Terminal-specific setup guidelines
- Provide consistent and coherent categories of
settings - Easy back-up method should be available, and user
should be encouraged back-up phone data
frequently. - The result of back-up should be confirmed
- The reason and importance of back-up should be
explained to the user - Simple guidance and support for first back-up
should be available. Especially problem solving
for handling data and phone incompatibilities
should be supported - The result of restore should be confirmed.
- All device internal settings should be preset by
the device manufacturer (with the option of
modification by the service provider)
59Terminal-specific setup guidelines
- While the initial configuration over a web site
using a PC may be the preferred option it must be
possible to initiate a configuration attempt from
the device itself. - The back-up summary/history displayed in the user
interface should indicate where the backed-up
data is and exactly what was backed-up (those
elements that could not be backed-up should be
shown) - The time since the last back-up should be
available in the user interface - Objects that can be backed up, e.g. images/music
should have last backed-up and location
information associated with them - This could be presented in text form (Date),
iconic form (location) or by using other display
characteristics such as colour (to show age)
60Terminal-specific setup guidelines
- If a back-up process is interrupted by an
external event or the user, some indication
should remain in the user interface that back is
still in progress or that it has terminated with
failure - Prompts reminding users to back-up should be
unobtrusive and not interrupt task flow (unless a
back-up has not been made for a long
(user/operator defined) time) - Instructions on recovery of back-ups should be
available at time of back-up and should be
associated with content that may be backed up
(rather than being in a sync or back-up menu)
61Terminal-specific setup guidelines
- If basic back-up setup is not complete on the
device, the user should be notified as soon as
possible. In order to complete back-up the user
should be directed to Web, IVR or human customer
service agents - Users should be prompted to make periodic
back-ups to network, PC, memory card etc. - If approved by the user, the back-up process
should be automatic based on pre-configuration /
user configuration - The first step in the recovery/setup process
should be to inform the user if their phone is
compatible with the backed-up data. - In addition, the data elements which can and
cannot be backed-up should be represented - Where possible reasons should be given for those
elements which cannot be backed-up.
62Terminal-specific setup guidelines
- During the back-up process, users should be
allowed to modify the available locations for
back-up, e.g. PC, network, external memory card - The user should be able to view a back-up history
and location on their device without being
connected to the network - Labelling of menu items should clearly describe
their contents (pre-design labelling studies may
be required for abstract functions such as
synchronisation/back-up - The information that is needed in a lost-phone
situation should be available easily - User should have easy-to-find and easy-to-access
guidance for actions in a lost-phone situation
63Terminal-specific setup guidelines
- Simple guidance and support for first back-up
should be available - Simple guidance and support for restore should be
available. Especially problem solving for
handling data and phone incompatibilities should
be supported - The result of restore actions should be
confirmed. - A wireless method for protecting the content of
lost phone should be available - A wireless method for backing-up the content of
lost phone should be available
64e-service specific setup guidelines
- The user should be informed at an appropriate
level and through appropriate channels of the
costs connected to the service to be configured - Clearly describe the means by which the setting
entries will be delivered to the terminal, e.g.
via SMS. - For remote configuration via a web site, provide
a "send" control with instructions to confirm
that the terminal is switched on - No automatic reconfiguration if cost issues are
relevant - A wireless method for protecting the content of a
lost phone should be available - A wireless method for backing-up the content of a
lost phone should be available
65e-service specific setup guidelines
- If a service is not properly configured (e.g.
missing service provider phone number) the device
should inform the user or try to reconfigure
before attempting to access the service (cost
savings). - Each service provider should provide an interface
through which the user can select OTA
configuration for all subscribed services - Service providers should offer an SMS address
which can be used to initiate re-configuration
processes - This number should be stored on the SIM
- The configuration server should be able to handle
all necessary configuration processes required to
make a service usable.
66e-service specific setup guidelines
- For personal critical information If the
modification action has not been successful the
service provider should be informed and action
should be taken to contact the user - The user should be made aware of where their
personal details are stored and should be able to
manage these personal details - The information provided about new services
should be complete and accurate - When configuring a new service, the dependencies
on other services should be indicated and
explained to the user, preferably in a
personalized way
67Proposal for Part II of the Workshop
- Open discussion on document structure
- Open discussion on existing guidelines
- -----------------------
- Work in groups on three different use cases.
- Try to identify missing guidelines
- -----------------------
- Summary and final discussion (Plenum)
68Its all about the users, not the technology
-
-
- Tim Berners-Lee
- W3C 10th Anniversary
- December 1st, 2004, Boston