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figshare

Figshare

Re-designed Figshare, a research data repository, to be more scalable, usable and compliant with the WCAG 2.1 Level AA Accessibility Guidelines and Section 508.

Outcomes
  • Compliance with WCAG 2.1 AA and Section 508
  • Responsive product and improved usability
  • Updated user interface with new visual direction
  • Accessible design system
  • Reduced time and money spent on design and development
  • Greatly improved team collaboration
Figshare public item page with accessibility color editor

Primary Responsibilities

  • Visual and Interaction Design
  • Ideation, Sketches, Wireframes
  • Prototyping
  • User Testing
  • Design System
  • UI Audit
  • Accessibility Evaluation

Project Details

  • Duration: Two and a half years
  • Tools used: Figma, Dovetail, Google Sheets/Docs, Dropbox, Illustrator
  • Team structure: Project Manager, 3 UX Designers, 1 Business Analyst, 6 Developers

1.The Mandate

Figshare’s main customers are universities and scientific publishers. Most of them are government-funded, which means taxpayer-funded.

New mandates appeared in UK and USA, around 2018, that specified that government sponsored digital products must be fully accessible with WCAG 2.1 AA in Europe and Section 508 in USA by the end of 2021.

In 2018, new UK and US mandates set a hard deadline: government-funded digital products had to meet WCAG 2.1 AA in Europe and Section 508 in USA ] by the end of 2021.

If Figshare was to remain the viable repository for much of its customer base., it had to become accessible by September 2021.

Outcomes and Learnings

We started by getting the whole team, design and development, fluent in web accessibility. It took longer than planned, and so did the redesign of a product at this scale. WCAG isn’t a checklist you apply, it’s a set of constraints you have to understand before you can design and code against them.

2.Gathering Usability Issues and Conducting an UI Audit

In parallel with accessibility education I centralized two years of usability issues from support tickets and client calls, then ran a UI audit with the team to establish where every component stood, in design and in code.

Analysis and synthesis in Dovetail
Fig 4. Analysis and synthesis of research findings in Dovetail

3.Ideation, Sketching and Prototyping

One issue outranked the rest. Publishing on Figshare means creating an item which is basically research data uploaded, described through a long metadata form (Fig 2), and rendered as a public page (Fig 3). This is the core of the product and it was failing on colour contrast, keyboard navigation as well as having some unresolved usability issues. It had no room to scale so it went first.

Original item form
Fig 2. Original item form
Original public item page
Fig 3. Original public item

I prototyped several directions for the item flow and put them through 3 rounds of user testing, in person and remote.

Each round ran off a written test plan with an explicit list of assumptions, tracked live so we knew which survived contact with real researchers. Findings went into Dovetail. Each round of testing would inform the changes the would be tested out in the next round.

The blueprint of the interview:

  • Overview — What is the purpose of those sessions? What do we want to get out of them?
  • Objectives — What do we want to test? Which areas? What do we want to learn?
  • User types — Who will be in the sessions? What is their level of expertise with Figshare? What is their role at their university?
  • Questions we want answered — We’ve made a list of assumptions and tracked them throughout the meeting to see how easy to use were our proposed solutions.
  • Verification — A set of questions to understand the user and the role.
  • Activity — Presenting to the users what they would need to do, to interact with the prototype.
First iteration of the item form
Fig 5. First iteration of the item form
Second iteration of the item form
Fig 6. Second iteration of the item form
Third iteration of the item form
Fig 7. Third iteration of the item form

After the first 3 rounds of user testing I had enough data to get good insights (Figure 8). Thous would fuel the final iteration that would go into develipment (Figure 9).

Top insights from user testing
Fig 8. Top insights from the first 2 rounds of User Testing
Final iteration of the item form
Fig 9. Final iteration that would head into development

Outcomes and Learnings

  • new version of a core feature tested and validated with users
  • validated multiple components from the new design system
  • deeper understanding of the researchers mental models

4.Building Figshare’s Design System

In parallel I defined the Design System underpinning the product. That meant the system needed to cover all of the success criterion of WCAG 2.1 AA and some of the Level AAA requirements. Some examples:

  • pass the AAA colour contrast requirements
  • be easily accessible via mouse, keyboard only and screen readers
  • be large enough in font size and in click/hit area to work for people of all ages and mobility impairments
  • offer meaningful context around each element of the page
  • offer consistent and multiple ways of navigating around the product

With my 2 UX colleagues I set the foundations: a new grid, custom icons, accessible colours, refined type scale and spacing rules.

I built the atomic components with the lead front-end developer, then complex components, layouts and pages with the wider team, reviewing each in Storybook so design and code never drifted apart.

Design System — Atomic Components

Icons Typography Buttons Input fields Chips Selectors

Atomic components build up into complex ones. Below is the Public Item Page, where researchers showcase outputs and metadata, and preview any file type in the browser. No download is needed.

  • Master components combine into organisms -> higher-level components
  • Page layouts are key screens that present, in context, how the final page will look like.
Template / organism
Fig 12. Example of a complex core feature
Master component
Fig 13. Master Component
Example of a complex core feature
Fig 14. Template / Organism
Item page before the accessibility redesign
Fig 15. Item page — BEFORE
Item page after the accessibility redesign
Fig 16. Item page — AFTER

Outcomes and Learnings

  • Prototyping and user testing became a standard step at Figshare, expected before development work started, on projects beyond this one.
  • A design system robust enough to update easily and adapt across scenarios, which cut the time and money spent on both design and development
  • Two and a half years of work left the team taking on new projects of any size faster and with better collaboration.

Check the product at figshare.com or view select pages below:

Public Item Page Search Page Browse Page University Portal Page Statistics Page