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[CAIA A11y Research]: Public Websites - New Federal Standardized Header and Footer for Va.gov - Phase 2 (Feb. 2024) #73242

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sara-amanda opened this issue Jan 9, 2024 · 50 comments

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@sara-amanda
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sara-amanda commented Jan 9, 2024

Project Overview

Note

High-Level Overview: Public Websites

  • Phase 2: Usability Testing, Federal Standardized Header/Footer-Phase 2
  • Research Audience: 11 Assistive Tech Users
  • Assistive Technology: screen magnification and screen readers
  • Timeframe: 1/29-2/7/2024
  • Pilots: screen magnification and screen reader on 1/23 and 1/25/2024 detailed in ticket: 74018
  • Task Lists: Next steps and definition of done outlined in task lists for the Public Websites Team and CAIA A11ys

Team Info.

Toggle to view Public Websites Team information
  • Team name: Public Websites
  • OCTO-DE product owner: Dave Conlon Shane Strassberg (VA Research Ops)
  • Product manager: Fran Cross
  • Designer: Amanda Klausmeier
  • FE engineer: Randi Mays
  • Researcher: Cindy Merrill
  • Accessibility: Laura Flannery
  • Product/team Slack channel: sitewide-public-websites

Initial Slack Request

Toggle to view original intake information

Hi! I’m (Cindy) going to be conducting user research sessions with assistive tech users (screen reader and screen magnification software), and I’d like to get some help from a CAIA accessibility specialist.

I would like to have an accessibility specialist review my conversation guide (and research plan if you do that, too). It would be great if that could happen this week.

I’d like to have a pilot session with a CAIA accessibility specialist, as well as get technical support for participants during research sessions.

This is for usability testing the new Federal standardized header and footer for VA.gov, with piloting tentatively scheduled during the week of Jan 22 and research sessions from Jan 29 - Feb 7. I’m in the Pacific time zone, so that might restrict who can help me during research sessions (currently planning 12-1:30, 3:30-5, 6-7:30 pm ET).

Do you have an accessibility champion?

Yes, we have a champion

If you have an accessibility champion, what's their name?

Laura Flannery

Is anyone on your team interested in becoming an accessibility champion?

No one else at this time

Calendar checking

  • Based on this calendar, confirm we have specialists who can support your study in your desired timeframe
  • Confirm you are filing this support ticket at least 1 week in advance of said timeframe, so we have enough heads up to provide support

Have you reviewed the CAIA capacity calendar?

  • Yes, we have reviewed the CAIA capacity calendar and can confirm specialists are available to support in our research timeframe

When is the timeframe for your testing?

  • Pilot Session: Week of 1/22/2024
  • User Research Sessions: Week of 1/29-2/7/2024

Research Sessions

Tip

Additional scheduling information can be found in the comments of this ticket.

Toggle to view initial research session information

Scheduling 1-2 pilot tests:

See task list for link to pilot session ticket.

  • Pilot 1: Jan 23
  • Pilot 2: Jan 25

Scheduling Research Sessions

Planned dates of research: Jan 29 - Feb 7, 2024

We would like to request that Perigean calls each participant to remind them about the session, in addition to emailing them. And please include the session time in each participant's own time zone (from their address).

Length of sessions

  • Session length: 90 minutes (assistive tech users)
  • Buffer time between sessions: 1 hour
  • Maximum sessions per day: 3

Team Availability: Public Websites

Public Websites Team Availability Time Slots (ET)
Jan 29, 2024 12-1:30, 3:30-5, 6-7:30 pm
Jan 30, 2024 12-1:30, 3:30-5, 6-7:30 pm
Jan 31, 2024 12-1:30, 3:30-5, 6-7:30 pm
Feb 1, 2024 12-1:30, 3:30-5, 6-7:30 pm
Feb 2, 2024 12-1:30, 3:30-5, 6-7:30 pm
Feb 5, 2024 12-1:30, 3:30-5, 6-7:30 pm
Feb 6, 2024 12-1:30, 3:30-5, 6-7:30 pm
Feb 7, 2024 3:30-5, 6-7:30 pm

Final Invites Received

Toggle to view the final schedule
Public Websites Team Availability After Hours Slots (ET) A11y Support Hold Invite RCVD
Jan 23, 2024 3:30-5:00 pm SCREEN READER-PILOT @SarahKay8 ☑️ ✅*
Jan 24, 2024 12-1:30 pm SCREEN MAG-PILOT @eli-oat ☑️ ✅*
Jan 29, 2024 12-1:30 pm open slot @laflannery ☑️
Jan 29, 2024 3:30-5 pm @laflannery @EvanAtCoforma ☑️
Jan 30, 2024 12-1:30 pm @laflannery @EvanAtCoforma ☑️
Jan 30, 2024 3:30-5 pm @laflannery @EvanAtCoforma ☑️
Feb 1, 2024 3:30-5 pm @laflannery ☑️
Feb 2, 2024 12-1:30 pm @laflannery ☑️
Feb 2, 2024 3:30-5 pm @EvanAtCoforma OR @sara-amanda ☑️
Feb 2, 2024 6-7:30 pm @sara-amanda ☑️
Feb 5, 2024 12-1:30 pm @laflannery ☑️
Feb 5, 2024 3:30-5 pm @laflannery ☑️
Feb 6, 2024 3:30-5 pm @coforma-jamie user didn't show ☑️

Laura's Assigned Sessions

Thank you for helping out with these sessions, Laura, since we had 5 studies that week!

Public Websites Team Availability After Hours Slots (ET) A11y Support Hold Invite RCVD
Jan 29, 2024 12-1:30 pm open slot @laflannery ☑️
Jan 29, 2024 3:30-5 pm @laflannery @EvanAtCoforma ☑️
Jan 30, 2024 12-1:30 pm @laflannery @EvanAtCoforma ☑️
Jan 30, 2024 3:30-5 pm @laflannery @EvanAtCoforma ☑️
Feb 1, 2024 3:30-5 pm @laflannery ☑️
Feb 2, 2024 12-1:30 pm @laflannery ☑️
Feb 5, 2024 12-1:30 pm @laflannery ☑️
Feb 5, 2024 3:30-5 pm @laflannery ☑️

CAIA's Assigned Sessions

Public Websites Team Availability After Hours Slots (ET) A11y Support Hold Invite RCVD Session Conducted
Jan 23, 2024 3:30-5:00 pm SCREEN READER-PILOT @SarahKay8 ☑️ ✅* 🟡 Yes
Jan 24, 2024 12-1:30 pm SCREEN MAG-PILOT @eli-oat ☑️ ✅* 🟡 Yes
Feb 2, 2024 3:30-5 pm @EvanAtCoforma ☑️ 🔴 No Show
Feb 2, 2024 6-7:30 pm @sara-amanda ☑️ 🟢 Yes
Feb 6, 2024 3:30-5 pm @coforma-jamie user didn't show ☑️ 🔴 No Show

Important

Table copied over as of 1/30/2024, following the last session being added. The working comment is now closed, and this is the table to reference.

Supporting artifacts

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Next steps

Sitewide Public Websites - Next Steps

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CAIA - Next Steps

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  1. 7 of 8
    CAIA-a11y-research sitewide CAIA sitewide accessibility
    EvanAtCoforma SarahKay8
    coforma-terry eli-oat sara-amanda
@sara-amanda
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@cindymerrill Here is your research ticket. I will plan to coordinate with our CAIA a11ys to see who can first join your two pilot sessions. If you would like to review this ticket, and let us know if you need any adjustments, that would be great! We look forward to working with you, @laflannery and your team!

@cindymerrill
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cindymerrill commented Jan 9, 2024

Thank you @sara-amanda ! I would like to also have an accessibility specialist review my conversation guide (and maybe research plan if you do that, too), so I added that into the description above along with links. It would be great if that could happen this week.

The actual dates for the pilot test(s) and research sessions may change but are targeted for the 4th and 5th week of January.

@cindymerrill
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@sara-amanda I also updated other information in the Description, including adding names of people, fixing dates (goes through Feb 7, not 6), and links to the research plan, convo guide, and epic.

@coforma-jamie
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Hi @cindymerrill, I took a look at the conversation guide! There are a few additions you'll need to make for screen reader users. Let me know if you have any questions about what I've written here. :) cc @sara-amanda

FIRST: Technology - SR, OS, Browser

It's really important for the a11ys to know which screen reader is being used, what operating system, and what browser. This will let us know what support we need to offer. Please ask this up front, even if Perigean has provided this information to you already - we've found in previous studies that participants sometimes use different technology than they list in the screener (i.e., using an iPad instead of their desktop).

SECOND: Level of comfort with Zoom + SR

You'll want to get a sense early of how comfortable they are using Zoom with their screen reader. Have they ever shared their screen before while using a SR? That sort of thing. Folks who are advanced SR users still may not have experience with Zoom specifically. When you ask, note that there are folks on the call that are here to help them through the process. :)

For reference, there's a real mix of experience levels - folks could be great on computers but new to SRs, or have many years of experience with SRs, or not be good on computers at all AND have to use an SR.

THIRD: If the participant needs support, we'll help them screen share

Some SR users are sighted, but those who aren't won't have any visual cues to direct them to the share screen button. The a11ys on the call will be able to help!

In short, the participant needs to do the following:

  1. Make sure that the Zoom application has focus
  2. Navigate to the screen share button
  3. Check off the "share sound" checkbox (so that we can hear their SR speaking)
  4. Activate the screen share

We'll be able to guide them through this process, if they need the help, via keyboard shortcuts.

For the conversation guide, I think the key is just to let the participant know that we're here to help, and to say what they're doing out loud so that if there are any issues, we know what they are.

FOURTH: Sharing the link to the prototype

You'll want to ask them how they are most comfortable receiving the link. Some SR users are fine with Zoom chat, but others will prefer getting it in their email, and some may find it easier to have it dictated to them.

  • Zoom chat: Just paste the link into the chat
  • Email: Send an email with a simple subject line ("Prototype link"). Tell the participant that you're sending the email - who it's from, what's in it - and give them time to navigate to their email and find it.
  • Dictated: First, let them get to their browser's address bar. Then give them one letter at a time. Have clear diction - if they're having trouble, you can give instructions like "H like 'Harry', T like 'Tall," etc. The key is to give them the time they need to type each letter. And if they mistype, gently correct them.

@coforma-jamie
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@cindymerrill Just looked at the research plan, looks great. :) Nothing to change, but a couple of things to keep in mind as you move forward:

  • For screen reader users, what you're really looking for is readability: how do they do with the new colors, fonts, sizes, placement of nav items? When viewing a page at 400%, do they find that the changes are helpful?
  • SR users who aren't sighted won't be able to see the new logo. But they CAN give feedback onto any alt text being used on the new logo.
  • Perhaps the biggest complaint we'll here is that someone has to re-learn how a site is laid out because every website is different. "Why doesn't every government website act the same way?" I hypothesize that you'll get some pushback to the new header/footer - "Not MORE changes!" - and support for the idea of government website standardization.

@cindymerrill
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@coforma-jamie Thank you for your feedback! I have a few responses/questions...

FIRST: Technology - SR, OS, Browser
It's really important for the a11ys to know which screen reader is being used, what operating system, and what browser. This will let us know what support we need to offer. Please ask this up front, even if Perigean has provided this information to you already - we've found in previous studies that participants sometimes use different technology than they list in the screener (i.e., using an iPad instead of their desktop).

I already asked what assistive tech they're using in the Warm-up Questions, but I can add questions about their browser and operating system.

FOURTH: Sharing the link to the prototype
You'll want to ask them how they are most comfortable receiving the link.

I already have this question in the Warm-up Questions, but I can add "email" as another option that Perigean can do for me--just as they can text the participant.

For screen reader users, what you're really looking for is readability: how do they do with the new colors, fonts, sizes, placement of nav items? When viewing a page at 400%, do they find that the changes are helpful?

I assume you mean to say screen magnifier users?

SR users who aren't sighted won't be able to see the new logo. But they CAN give feedback onto any alt text being used on the new logo.

Yes, and also the placement of logo and whether it contributes to their understanding that this is an official government website.

@coforma-jamie
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coforma-jamie commented Jan 10, 2024

I already asked what assistive tech they're using in the Warm-up Questions, but I can add questions about their browser and operating system.

Perfect!

I already have this question in the Warm-up Questions, but I can add "email" as another option that Perigean can do for me--just as they can text the participant.

Great!

I assume you mean to say screen magnifier users?

Yes, forgive the mistype. :)

Yes, and also the placement of logo and whether it contributes to their understanding that this is an official government website.

That's an excellent point.

@cindymerrill
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cindymerrill commented Jan 11, 2024

@sara-amanda I'd like to confirm that there can be an accessibility specialist to attend each of my research session times, including the ones late in the day Pacific time (6-7:30 pm ET). I assume that's what this means, but just wanted to check:
image

I'll need to know this before I submit my research plan to Research Ops for recruiting. Thanks!

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@coforma-jamie I've revised my conversation guide to incorporate your suggestions :).

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cindymerrill commented Jan 12, 2024

@coforma-jamie @sara-amanda I was reading through more of the ticket, and I saw the following:

Provide specialists your participant details like skill level, operating system, assistive tech used, browser (prior to sessions)

Ahead of time I will know what screen reader or screen magnifier technology they plan to use, but not what operating system and browser. I plan to ask all of these at the beginning of each session, but the only information I'll know beforehand is what technology they'll be using.

I also plan to ask at the beginning of each session about their experience using assistive tech. The only thing I'll know about their experience beforehand is that they have at least 2 years of experience (per screening question).

Is this all OK for the accessibility specialist(s) who will be attending my research sessions? If not, I could ask more in the screening questions.

@sara-amanda
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sara-amanda commented Jan 12, 2024

Additional Feedback

@coforma-jamie thank you for reviewing this for @cindymerrill !

Evan Burnett (our newest CAIA a11y) and I also reviewed your research plan and your conversation guide, and it appears you have taken into consideration and gone to lengths to insure that this study incorporates and supports users of assistive technology, while also planning to be accommodating to their unique needs in each session. Thank you so very much!

We have just had a few remaining recommendations and questions, listed below.

Note: Cindy, Evan is in DSVA Slack, but not in GitHub just yet, but will be soon!) cc: @coforma-terry

Mockups

When it becomes available, it may be helpful to have an a11y specialist test the mock up/prototype, prior to the pilot and research sessions, to make sure that basic functionality is present.

Comfort Levels

  • Question: Is there a conditional for the user not being comfortable with the transcript being saved?

  • Recommendation: We recommend planning for this scenario, if it has not already been done elsewhere, that we may have overlooked.

    (If participant asks you to NOT record) Are you comfortable if I save the transcript of the session?

  • Source: Conversation Guide > Intro section

Session Time

  • Recommendation: 120 minutes

  • Rationale: Since the non-AT sessions are listed as running 60 minutes, we recommend increasing your AT sessions from 90 minutes to 120 minutes, to allow enough time.

    Plan for more time per session
    Plan for 2x the time you'd usually need. We recommend 2 hours for most studies. There may be technical difficulties, the need for breaks, or unexpected situations during the study. Beginner AT users will also need more time to complete tasks.

  • Source: Platform Site: Research for Assistive Technology Users/ Section: Writing Your Research Plan

Accommodations

Prior to starting, be sure to ask for any other accommodations that the participant may need.

Disqualifications

It mentions that AT users with less than 2 years of experience will be disqualified.

  • Question: Should new AT users be considered as well?
  • Rationale: To get varied navigational behaviors and to test intuitive usability.

Screen Sharing

In @coforma-jamie 's feedback she mentions screen sharing and our ability to assist in Zoom.

  • Question: Are we able to send instructions prior to the session?
  • Rationale: If the user receives the steps for sharing in advance, they may feel more comfortable when doing it in the live session, and be prepared to troubleshoot, armed with this information.

Participant Information for a11ys

Here is a handy dandy table of information we would love to collect about each user.

@cindymerrill - in response to your comment yes, you can absolutely collect the more detailed answers at the start of the session. We would just need the higher-level information you mentioned prior to the sessions to prepare.

Device & AT Combinations

  • Consideration: You can also consider asking participants more specific AT and device combinations.
  • For instance: TalkBack on Samsung Galaxy 8, or VoiceOver on iPad with magnification.
Participant Number Date of Research Assistive Tech Skill Level Operating System Browser Device Type
P# #/#/2024 Jaws, NVDA, ZoomText, Dragon, etc. Novice, Intermediate or Advanced Windows PC or Apple Chrome, Safari, Firefox, etc. Laptop, Desktop, Mobile or Tablet
P# #/#/2024 Jaws, NVDA, ZoomText, Dragon, etc. Novice, Intermediate or Advanced Windows PC or Apple Chrome, Safari, Firefox, etc. Laptop, Desktop, Mobile or Tablet
P# #/#/2024 Jaws, NVDA, ZoomText, Dragon, etc. Novice, Intermediate or Advanced Windows PC or Apple Chrome, Safari, Firefox, etc. Laptop, Desktop, Mobile or Tablet

Next Steps

Session Invites

Please invite CAIA’s a11ys to your research sessions, and we will work to support as many sessions as possible.

@cindymerrill, regarding your question about the late sessions 6-7:30 p.m. ET, we will do our very best to accommodate those sessions.

  • I will input my availability here, for quick reference, since our calendar does not typically go this late.
  • I can also add this availability to the CAIA a11y Capacity Calendar.
  • I added all of the time slots to the CAIA A11y Calendar. The only assignments made are the late assignments I am able to do, at this time.
  • We will be updating the a11y assignees and see your note that these dates/times are subject to change. Thanks so much!

Late Sessions for ET

Public Websites Team Availability After Hours Slots (ET) CAIA A11y
Jan 29, 2024 6-7:30 pm @laflannery available
Jan 30, 2024 6-7:30 pm @sara-amanda, @coforma-jamie available
Jan 31, 2024 6-7:30 pm @coforma-jamie available
Feb 1, 2024 6-7:30 pm @laflannery available
Feb 2, 2024 6-7:30 pm @sara-amanda available
Feb 5, 2024 6-7:30 pm @coforma-jamie available
Feb 6, 2024 6-7:30 pm @sara-amanda, @coforma-jamie available
Feb 7, 2024 6-7:30 pm @coforma-jamie available

@coforma-jamie can you also add your availability her for @cindymerrill ? DONE
is anyone else available? @SarahKay8?

What to Expect

In these sessions you can expect Zoom support for users of Assistive Technology, in addition to observations of the session with an a11y lens, which will be synthesized and provided in a deliverable post-research.

Research Support Disclaimer

  • Disclaimer: Depending on the user's primary source of assistive technology, our support beyond screen reader AT, may vary and/or be limited.

    We can provide support for research with disabled Veterans using screen readers, as their primary source of assistive technology and/or observation from an a11y perspective.

  • Source: Ticket Template Summary: Assistive Technology Research Support Ticket (CAIA)

@cindymerrill
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cindymerrill commented Jan 12, 2024

@sara-amanda Thank you for this additional feedback on accessibility! I have questions and comments about it, which I've listed below...

When it becomes available, it may be helpful to have an a11y specialist test the mock up/prototype, prior to the pilot and research sessions, to make sure that basic functionality is present.

Accessibility Specialist @laflannery is building the prototype, so I think this is already covered.

Question: Is there a conditional for the user not being comfortable with the transcript being saved? [if participant asks to NOT record]

What do you recommend? If they don't want a transcript saved, then I assume that we simply proceed without it or a video recording. The notetaker, observers, and I will capture whatever we can in our notes.

Since the non-AT sessions are listed as running 60 minutes, we recommend increasing your AT sessions from 90 minutes to 120 minutes, to allow enough time.

I don't think we need to do this, given that the non-AT sessions often lasted only 30-45 minutes, in which case 90 minutes is 2x that. I'd like to have Sitewide UX Lead @aklausmeier weigh in on this. If we do extend the sessions to 120 minutes, then the session times will be even later (e.g., 12-2 pm, 3:30-5:30 pm, and 6-8 pm ET).

Prior to starting, be sure to ask for any other accommodations that the participant may need.

What are you envisioning here? I can ask the question, but I don't have a good idea of what might be desired that we could accommodate. Here's what I just added into the conversation guide: Is there anything else that we can do to support you during this session?

It mentions that AT users with less than 2 years of experience will be disqualified.
Question: Should new AT users be considered as well?
Rationale: To get varied navigational behaviors and to test intuitive usability.

@aklausmeier suggested testing with only experienced AT users so that we don't have participants who don't know how to use a screen reader (which I've had get in the way of what we were testing in a past research study).

Question: Are we able to send instructions prior to the session?
Rationale: If the user receives the steps for sharing in advance, they may feel more comfortable when doing it in the live session, and be prepared to troubleshoot, armed with this information.

Not sure. I've never done this in my 3 years of research studies with Veterans, both with and without AT. I don't feel like we should bother, especially because participants often join the session on a different device than they signed up with. But if anyone feels strongly about this, I could ask Perigean if they'd be willing to send instructions to each participant. Would you provide instructions that are customized to the screen reader/magnifier that they tell us that they use? I'm concerned that we won't have enough details to be able to write concise enough instructions, and then the long "if you have this, do this. else if you have this, do this" instructions may be overwhelming. I'd prefer that the accessibility specialist in the research session advise the participant about what to do based on the technology that they bring into the session with them.

Please invite CAIA’s a11ys to your research sessions, and we will work to support as many sessions as possible.
Re 6-7:30 p.m. ET, we will do our very best to accommodate those sessions.

I don't think I want to run a screen reader session without an accessibility specialist present, so perhaps @laflannery might be available during the times that CAIA folks are not? This is currently Jan 29 and Feb 1 from 6-7:30 pm ET. Maybe @laflannery could add her availability into the above chart of late sessions? Are there any CAIA A11y folks who are in time zones farther west than ET? If no one is available, then I would need to remove some of the sessions and extend the study for an additional day (Feb 8). I'd like to see which sessions could be accommodated so I'll specify those in my research plan for recruiting. Once Perigean has recruited the participants, I will create an online signup sheet where A11y folks and other observers can sign up for the sessions that are convenient for them, and then I'll send out zoom invites for each session.

Disclaimer: Depending on the user's primary source of assistive technology, our support beyond screen reader AT, may vary and/or be limited.

Does this mean that you're unable or unwilling to support users with screen magnifiers instead of screen readers? I expect to have about half of each. I believe I could handle screen magnifiers on my own, and then specify that time slots without A11y support are ONLY for screen magnifier users, not screen reader users.

@sara-amanda
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sara-amanda commented Jan 16, 2024

Feedback on Feedback

Hi, @cindymerrill, thank you for your great questions! See our replies below:

Recordings

SS/EB: Question: Is there a conditional for the user not being comfortable with the transcript being saved? [if participant asks to NOT record]

CM: What do you recommend? If they don't want a transcript saved, then I assume that we simply proceed without it or a video recording. The notetaker, observers, and I will capture whatever we can in our notes.

Yes, that is what we were thinking as well.

Session Duration

SS/EB: Since the non-AT sessions are listed as running 60 minutes, we recommend increasing your AT sessions from 90 minutes to 120 minutes, to allow enough time.

CM: I don't think we need to do this, given that the non-AT sessions often lasted only 30-45 minutes, in which case 90 minutes is 2x that. I'd like to have Sitewide UX Lead @aklausmeier weigh in on this. If we do extend the sessions to 120 minutes, then the session times will be even later (e.g., 12-2 pm, 3:30-5:30 pm, and 6-8 pm ET).

That works, Cindy. Thanks so much! We were just going off of the 60 minutes in the plan, but if they only last 30-45, we are just looking to make sure there is enough extra time set aside, which usually equates to double.

Additional Accomodations

SS/EB: Prior to starting, be sure to ask for any other accommodations that the participant may need.

CM: What are you envisioning here? I can ask the question, but I don't have a good idea of what might be desired that we could accommodate. Here's what I just added into the conversation guide: Is there anything else that we can do to support you during this session?

It is hard to plan for this because every disability is unique, has different needs and an individual can have one or multiple disabilities. I think what you have added is perfect. If you ask that question, we can pivot and likely accommodate them. For example, they might ask you to read more slowly, or repeat the questions more than once. Some may need live captions turned on. Some may ask for you to avoid cross-talk, and make it difficult if more than one person is talking. They may request extra time to verbally respond to the questions.

AT Experience Levels

SS/EB: It mentions that AT users with less than 2 years of experience will be disqualified.
Question: Should new AT users be considered as well?
Rationale: To get varied navigational behaviors and to test intuitive usability.

CM: @aklausmeier suggested testing with only experienced AT users so that we don't have participants who don't know how to use a screen reader (which I've had get in the way of what we were testing in a past research study).

We would still recommend, for future studies to incorporate varying skill levels with AT, when possible, so that it can be tested for users, who span the wide spectrum of AT skills. This is because you will likely have a real user who may not have much experience with screen readers, yet.

Screen Sharing Instructions in Advance

SS/EB: Question: Are we able to send instructions prior to the session?
Rationale: If the user receives the steps for sharing in advance, they may feel more comfortable when doing it in the live session, and be prepared to troubleshoot, armed with this information.

CM: Not sure. I've never done this in my 3 years of research studies with Veterans, both with and without AT. I don't feel like we should bother, especially because participants often join the session on a different device than they signed up with. But if anyone feels strongly about this, I could ask Perigean if they'd be willing to send instructions to each participant. Would you provide instructions that are customized to the screen reader/magnifier that they tell us that they use? I'm concerned that we won't have enough details to be able to write concise enough instructions, and then the long "if you have this, do this. else if you have this, do this" instructions may be overwhelming. I'd prefer that the accessibility specialist in the research session advise the participant about what to do based on the technology that they bring into the session with them.

Those are all valid points. We recommended this because we have seen in the sessions we have been sitting in on, where that has been a problem area. If you have not, perhaps this is just something to keep on your radar for future studies, in the event this becomes a stronger need?

CAIA Support

Session Times PST

SS/EB: Please invite CAIA’s a11ys to your research sessions, and we will work to support as many sessions as possible. Re: 6-7:30 p.m. ET, we will do our very best to accommodate those sessions.

CM: I don't think I want to run a screen reader session without an accessibility specialist present, so perhaps @laflannery might be available during the times that CAIA folks are not? This is currently Jan 29 and Feb 1 from 6-7:30 pm ET. Maybe @laflannery could add her availability into the above chart of late sessions? Are there any CAIA A11y folks who are in time zones farther west than ET? If no one is available, then I would need to remove some of the sessions and extend the study for an additional day (Feb 8). I'd like to see which sessions could be accommodated so I'll specify those in my research plan for recruiting. Once Perigean has recruited the participants, I will create an online signup sheet where A11y folks and other observers can sign up for the sessions that are convenient for them, and then I'll send out zoom invites for each session.

Yes, let's see if @laflannery might have availability, for Jan 29 and Feb 1 from 6-7:30 pm ET. We are also seeing if @SarahKay8 is available during those time slots as well. Unfortunately, we no longer have a CAIA a11y on the West Coast. They moved on to a new project.

AT Technical Support

SS/EB: Disclaimer: Depending on the user's primary source of assistive technology, our support beyond screen reader AT, may vary and/or be limited.

CM: Does this mean that you're unable or unwilling to support users with screen magnifiers instead of screen readers? I expect to have about half of each. I believe I could handle screen magnifiers on my own, and then specify that time slots without A11y support are ONLY for screen magnifier users, not screen reader users.

Not at all. We can sit in on any and all AT sessions, and can (in most instances) provide a level of support. Our primary support is with screen readers, since those are pretty standardly used. Additional AT software can vary, and we just don't have the access or ability to be specialized in them all; however, we can do our best to support those users as well.

Additional Questions

Please let us know if you have any other questions.
Happy to help you and your team in any way we can!

cc: @coforma-terry @coforma-jamie @SarahKay8

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Thank you for your responses, @sara-amanda ! I'll wait to hear whether @laflannery or @SarahKay8 might have availability for Jan 29 and/or Feb 1 from 6-7:30 pm ET. If neither does, then I'll restrict those two sessions to screen magnifier users only. Please let me know ASAP so I can launch recruiting.

@laflannery
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I can be available

@SarahKay8
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I'll be out the week of the 29th

@cindymerrill
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cindymerrill commented Jan 17, 2024

Yay, thanks, @laflannery ! I'll add you to the schedule above to cover Jan 29 and Feb 1 from 6-7:30 pm ET, if we have sessions scheduled then.

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cindymerrill commented Jan 17, 2024

@sara-amanda Our prototype is all ready for pilot testing next week. Could we schedule a pilot participant or two with someone using a screen reader? Not sure if it should be one pilot test or two. Ideally, I'd like to get the prototype tested with a screen reader and a screen magnifier, and with a smartphone and with a computer.

Timing should be on Jan 23, 24, and/or 25 during a Pacific-friendly time; I'll get scheduling constraints from my team and then post them here. UPDATE: Here are 2 potential times:

  • Tue 1/23 3:30-5 pm ET-- 3 of 4 of my team members can make this time
  • Wed 1/24 12-1:30 pm ET -- all 4 team members can make this time

Please let me know if/when we could have a pilot with a CAIA accessibility specialist. Thanks!

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sara-amanda commented Jan 18, 2024

Pilot Sessions

@cindymerrill that is great news! We are looking forward to assisting you with your research sessions and pilots.

CAIA a11ys and AT Available

  • Tue 1/23 3:30-5 pm ET
  • Wed 1/24 12-1:30 pm ET -- all 4 team members can make this time
    • @eli-oat - can join using a screen magnifier

Next Steps

  • Invite Sarah Koomson
  • Invite Eli Mellen
  • Invite the CAIA A11y Capacity Calendar
    • If you are unable to do this, you can include me on both invites and I can add the capacity calendar.

INVITES FOR PILOTS RCVD 1/19/2024

cc: @coforma-terry @laflannery @coforma-jamie

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@sara-amanda There's also a 3:30-5 pm slot on Feb 7, which I just added to your table above...Next week I plan to share the link to a signup sheet in Sharepoint where accessibility specialists can sign up to cover research sessions.

If you can cross-post that link here too @cindymerrill that would be great! Thanks so much!

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cindymerrill commented Jan 23, 2024

@sara-amanda Here's the link to sign up, but it currently has ALL possible time slots. I'm planning to update it when I know which 11 slots have been scheduled by Perigean. You need to be logged into the VA computer system to view and edit it because it's on SharePoint. You can sign up by entering your email address in place of "Need A11y", and then I'll add whoever signs up to the calendar invite and an optional debrief afterwards.
https://dvagov.sharepoint.com/:x:/r/sites/SitewidePublicWebsites/Shared%20Documents/PW%20products/Federal%20Header%20Footer/Phase%202%20Observer%20schedule%20for%20Header%20Footer%20usability%20research%20sessions.xlsx?d=w8a37c3b6ab834a86a1d1aff55aa28b7e&csf=1&web=1&e=ugul3s

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Calendar Invites

@cindymerrill Right now, we have holds on our calendar for all the slots provided above.

  • Cindy Item: if you want to have Perigean just invite me to all the AT sessions, that would be great.
  • Sara Item: Then, I can invite/add our CAIA A11y Capacity Calendar as an attendee, which makes it visible on our calendar.
  • Sara Item: After that, I will add our available CAIA A11Ys to the slots they identified they are available for above in the calendar invites I receive from you forwarded, or from Perigean.

CAIA will then be connected to the official invite (should it change at all) with the assignees, and have visibility on the calendar, that shows our time is held with your team on our CAIA A11y Capacity Calendar. @coforma-terry

😄 Thanks so much!

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cindymerrill commented Jan 25, 2024

Hi @sara-amanda! I can add you to all of the AT research sessions that have been already scheduled (9 of 11)--DONE. I'll let you know when the last 2 have been scheduled and then the schedule will be set on my end. My schedule on SharePoint now has the screen reader/magnifier software and device for each participant that has been scheduled so far.

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@sara-amanda I noticed that in your table of time slots above, some have more than one accessibility specialist listed. I assume that there will be only one of them assigned to each slot because I am limited in the number of observers that I can allow. Since 1 of the 3 available observer slots will be for an accessibility specialist, that means that there can be only 2 other observers. I would like my team and stakeholders to be able to fill both of these remaining observer slots, but if there are open slots after that, then it's fine if a second accessibility specialist is interested in observing (@laflannery told me that Evan might want to observe some sessions but isn't ready to be the accessibility specialist providing tech support). Hope that works for you.

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cindymerrill commented Jan 25, 2024

@sara-amanda Accessibility specialists could start signing up now to attend research sessions in this spreadsheet on SharePoint.

We have 9 of 11 participants confirmed, and we’ll update the schedule as soon as the last two participants are confirmed.

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Hi @sara-amanda! I can add you to all of the AT research sessions that have been already scheduled (9 of 11)--DONE. I'll let you know when the last 2 have been scheduled and then the schedule will be set on my end. My schedule on SharePoint now has the screen reader/magnifier software and device for each participant that has been scheduled so far.

Thank you! @cindymerrill

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@sara-amanda I noticed that in your table of time slots above, some have more than one accessibility specialist listed. I assume that there will be only one of them assigned to each slot because I am limited in the number of observers that I can allow. Since 1 of the 3 available observer slots will be for an accessibility specialist, that means that there can be only 2 other observers. I would like my team and stakeholders to be able to fill both of these remaining observer slots, but if there are open slots after that, then it's fine if a second accessibility specialist is interested in observing (@laflannery told me that Evan might want to observe some sessions but isn't ready to be the accessibility specialist providing tech support). Hope that works for you.

No worries! Thanks for the information, @cindymerrill we typically put all of our availability in the table, then once we have the invites, we assign them out. @EvanAtCoforma would like to observe, but if there are no open slots, we understand. He can jump on another research study that has the open slots. We have a few running concurrently at the moment. 😄

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@sara-amanda Since the research sessions start on Monday and the remaining 2 sessions still haven't been scheduled and are unlikely to today, I'd like to start getting accessibility specialists assigned to the sessions. Then I can add them to the calendar invites.

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sara-amanda commented Jan 26, 2024

Updated Session Table

The CAIA availability table has been updated as of today, Jan. 26, 2024.

Invites Received

  • 9 invitations received have been assigned to the CAIA Capacity Calendar
  • ☑️ Calendar holds for those 9 have been removed.
  • The available a11y has been added to the official invite, along with their name, now being reflected in the title on the CAIA A11Y Capacity Calendar.

Slots Available

  • ❌ There are 3 2 open slots, as of Jan. 26, 2024, at 3:47 p.m. Jan. 26, 2024 at 4:30 p.m.
  • There are 3 2 open slots, without an a11y, and only one of those are has an official invite (1/29 at noon ET).
  • They may not be needed once the 11 slots are filled.

No Official Invites

  • ⛔ There are 14 holds, as of Jan. 26, 2024 that do not have an official invite, yet.
  • When we have filled the 11 slots, @cindymerrill should we delete the other holds?

In this Ticket

View the updated chart

*Edited to remove pilot invites from the total.

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cindymerrill commented Jan 26, 2024

@sara-amanda A 10th session was just scheduled for Mon Feb 5 from 3:30-5 pm. We're still waiting for an 11th session to be scheduled. How did you count that 11 sessions had already been scheduled (because I think there were only 9 and now 10)?

Please don't delete the other holds because we don't know when the 11th participant will be scheduled.

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sara-amanda commented Jan 26, 2024

@sara-amanda A 10th session was just scheduled for Mon Feb 5 from 3:30-5 pm. We're still waiting for an 11th session to be scheduled. How did you count that 11 sessions had already been scheduled?

Session Total

  • @cindymerrill We included the two pilots in that total. I will break broke that out, now.
  • Looks like we have a calendar hold currently for the Feb. 5 (3-5:30 p.m.) session with Laura F. covering it.
    • If you can send me the invite, I can go ahead and get that added to the CAIA Capacity Calendar and remove the hold.
  • You mention waiting for the 11th session - is that the max you are doing for AT?
    • If so, after that 11th session invite is received, shall I remove our capacity calendar holds for the remaining sessions?
      • I will wait to hear from you before doing so.

cc: @coforma-terry

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laflannery commented Jan 26, 2024

@sara-amanda Can you confirm that I'm covering the following, sorry I'm just very confused and I don't think I have all the invites that the table indicates:

  • 1/29 12:00-1:30 (I threw this in because the table indicated no coverage)
  • 1/29 3:30-5
  • 1/30 12:00-1:30
  • 1/30 3:30-5
  • 2/2 12:00-1:30
  • 2/5 12:00-1:30
  • 2/5 3:30-5

@sara-amanda
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Quick Question: @cindymerrill - I updated the links to the conversation guide and the research plan in the original ticket, under supporting artifacts, because they were giving me a 404 for each. Should I update the product outline link with this link? I wanted to confirm this one. Thanks so much!

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Yes, the links changed yesterday (unfortunate timing). Here's the convo guide and the research plan. The product outline link you have seems OK. @sara-amanda

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sara-amanda commented Jan 26, 2024

@sara-amanda Can you confirm that I'm covering the following, sorry I'm just very confused and I don't think I have all the invites that the table indicates:

  • 1/29 12:00-1:30 (I threw this in because the table indicated no coverage)
  • 1/29 3:30-5
  • 1/30 12:00-1:30
  • 1/30 3:30-5
  • 2/2 12:00-1:30
  • 2/5 12:00-1:30
  • 2/5 3:30-5

Invite Forward Confirmations

@laflannery I went ahead and cross-referenced the ones from your list below, and included the list of holds you are on, where we are waiting for invites, if this helps.

  • 1/29 12:00-1:30 (I threw this in because the table indicated no coverage) - Thank you, if you can do this one! Adding you to the invite, now and will update the table
  • 1/29 3:30-5 ✅ I added you because I didn't see you on there.
  • 1/30 12:00-1:30 ✅ I see you on that one.
  • 1/30 3:30-5 ✅ I added you because I didn't see you on there.
  • 2/2 12:00-1:30 ✅ I see you on that one.
  • 2/5 12:00-1:30✅ I see you on that one.
  • 2/5 3:30-5 ☑️ This one is just a hold at the moment. No official invite for this one yet from Cindy

Outstanding Holds, Pending Invites to Forward

There are two more out there you are on holds for, that I don't have invites on just yet:

  • 1/29 6-7:30 p.m. ☑️ This one is just a hold at the moment. No official invite for this one yet from Cindy
  • 2/1 12-1:30 p.m. ☑️ This one is just a hold at the moment. No official invite for this one yet from Cindy
  • 2/1 6-7:30 p.m. ☑️ This one is just a hold at the moment. No official invite for this one yet from Cindy
  • 2/5 3:30-5 ☑️ This one is just a hold at the moment. No official invite for this one yet from Cindy

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I'm all under control now, thank you so much @sara-amanda!

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cindymerrill commented Jan 26, 2024

@laflannery 2/5 3:30-5 has a confirmed participant in it now, so you're on for that one! FYI @sara-amanda

UPDATE: Just added you both to the new session invite. Now we're just waiting for Perigean to schedule one more session, and then all the holds can go away.

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@sara-amanda You can release the holds on 1/31 because Perigean is NOT going to schedule any sessions on that day.

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cindymerrill commented Jan 26, 2024

@sara-amanda I have two questions about some of the updates you made to the session invites:

  • Friday 2/2 3:30-5 pm -- Is this going to be Evan and not Sara? I see that both are listed.
    - Friday 2/2 6-7:30 pm -- The meeting title says Sara, but someone (@laflannery or Sara?) added Jamie Klenetsky Fay into my observer spreadsheet, and Jamie hasn't been invited to the session.

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@cindymerrill The 2/2 6-7:30 was my mistake. It's confusing with the signup sheet and this table because it's 2 sources of truth and I am trying to make sure I am where I need to be and you have someone at each session. Jamie was on the 5th and I accidently mistook that when I was looking at the table

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Thank you for clarifying, @laflannery !

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Here is a quick update @cindymerrill:

Holds Removed

Jan. 31, 2024

@sara-amanda You can release the holds on 1/31 because Perigean is NOT going to schedule any sessions on that day.

✅ Thank you! Jan. 31, 2024, no longer has holds on the CAIA A11y Capacity Calendar

Table Updated

I also broke out our CAIA A11y Availability Table in this ticket by:

  • Table 1: Invites Received
    • Hold deleted.
    • Official invites on the CAIA A11y Capacity Calendar
    • The name of the a11y has been added to the title, and a11y has been invited.
  • Table 2: Jan. 31 Sessions Removed
    • A list of the sessions removed from the calendar.
    • Kept this info. for reference, should we need to resurrect this date in the study.
  • Table 3: Holds with No Invites
    • Kept this info. to retain availability, should you need us during these times.

The CAIA A11Y Capacity Calendar will reflect this, now.

Availability of A11ys

If you see more than one name on the holds, that is just the number of a11ys who are available to cover that session. We will only assign one, based on your limit of observers. If our availability changes, we have a note that there is another a11y available to cover, so you will see an "or" in the table, to reflect that.

Daily Debrief

Invites for the optional daily debrief sessions received. This has been added to the CAIA A11y Capacity Calendar.

@coforma-terry

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@sara-amanda My last header/footer research session has finally been scheduled--for Tuesday 2/6 from 3:30-5 pm ET. So I'd like to have an accessibility specialist assigned to that session if possible, and all the other time slot holds can be released.
FYI @laflannery @aklausmeier

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sara-amanda commented Jan 31, 2024

Thank you @cindymerrill !

Ticket Update

  • Ticket body content compressed with "more information" toggles
  • Holds removed
  • Invite added for 2/6/2024 c/o your invitation to the CAIA A11y Capacity Calendar
  • Invites extended to A11ys to check availability from the CAIA A11y Capacity Calendar invite we received
  • Final table updated and copied to the body of this ticket
  • Pending assignment of an a11y TBD for the 2/6/2024 session from 3:30 to 5 p.m.

cc: @coforma-terry @laflannery

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@coforma-jamie @EvanAtCoforma @sara-amanda Could you please read these observer instructions before you provide accessibility support in my upcoming header/footer research sessions? Thanks!

The purpose of this research is to get user feedback on the design prototype so we can see whether/how the new design affects wayfinding and task success. Here are some tips on being an observer:

  • Please ARRIVE ON TIME or a few minutes early.
  • You can communicate with me in a new thread that I will create in the DSVA slack channel #feedback-backchannel right before each session begins. Here I will look for questions that you want to ask the participant, and also for accessibility help if I get stuck during the session. Feel free to unmute your microphone to help the participant.
  • Join the session with your microphone muted and your real name displayed in Zoom (not “Observer”).
  • Jot down your observations and takeaways from the session, which you can share in the #feedback-backchannel thread, this Mural, and/or in the optional team debrief meeting(s) that I invited you to. In the Mural, please use the color of sticky notes that corresponds to the session that you attended.
  • Please let me know if you have any questions about any of the above.

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THANK YOU so much for your excellent accessibility tech support, @laflannery @sara-amanda ! Laura covered 8 of the 9 sessions, which was amazing! Sorry that I didn't get to work with @EvanAtCoforma and @coforma-jamie this time because their sessions had no-show participants :(.
I so appreciate having accessibility specialist coverage during ALL of my AT sessions so that I could focus on conducting the user research. THANKS for making the scheduling work so perfectly, @sara-amanda !
FYI @aklausmeier

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