This is a work area for planning Fluid User Reseach.

Planning Steps

Establish research goals
Select Attributes and for each (set of values of interest to meet goals)
Select institutions that meet Attribute matrix
Who at each institution can participate?
Form teams
Contextual Inquiry training (via Breeze)
- Create training materials
  - Step by step how to conduct a contextual inquiry
  - Research goals and questions to ask
  - Visit Checklist (what do you need to take on a visit)
  - How to recruit users and who should you recruit?
- Online resources
- Schedule of training sessions? May need several to cover all teams.
- How to record data
Schedule of Contextual Inquiries (roadmap)
How to share data back to community
Can we all get together for a few days at the end of CIs to analyze all data?
Next steps? What should we do with all this data?

User Research Attributes

The following table lists all the Attributes under consideration along with all their possible values.

This table can be used for planning the User Research effort. As decisions are made to scope the user research, values for each attribute not being considered can be removed. Rationale for each set of attribute values can be listed in the table as well.

Attribute	Value	Value	Value	Value	Value	Value	Value	Value	Rationale (why these values)
Region	UK	USA	Canada	South Africa	Europe	China	Australia	S. America	We want to get as much coverage as possible to account for regional differences in usage.
Type of Institution	Public - large research	Public state - institution	Public - community college	Private - large	Private - small	Private - elite
Class Structure	Simple	Large Lecture	Cross listed	Language	Professional	No term
User Roles	Instructors	Students	Researchers	Teaching Assistants	Support Staff	Educational Technologists	Staff
User Types	Tenured	Tenured Track	Lecturer	Graduate	Undergraduate	Returning	Department	Institution
Instructor Technical Level	Beginner	Intermediate	Advanced
Group Size	Small	Medium	Large
Application	Sakai	Uportal	both
Application Use	Projects	Courses	both projects and courses

Selection of Institutions

This table can be used for listing specific institutions that are being selected for User Research and who there would participate. Also shown in the table are how the selected institutions cover off the important attributes and their values listed in the table above.

Specific Institution (people involved)	Region	Type of Institution	Class Structure(s)	User Roles	User Types	Technical Level	Group Size	Application	Application Use
UC Berkeley (Daphne & Allison)	USA	Public - large	simple, large lecture	instructors, students, teaching assistants	tenured, tenured track, undergraduate, graduate, returning	beginner, medium, advanced	small, medium, large	Sakai	courses, projects, both
University of Toronto	Canada
Cambridge	UK

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