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Migrating Content to New Template Pages
1. Open the book. 2. Open the existing page in a new tab 3. Open the deliverable/milestone chapter 4. Create a new page 5. Insert the SOP template 6. Click "SOP Page Template" 7. From the existing page, copy over the task name to the new page title 8. C...
Write research questions
Purpose Research questions drive the strategy of any research project. They narrow the client's motivating challenge/fuzzy situation into 5-8 questions that are: clear: providing enough specifics that one’s audience can easily understand its purpose withou...
Write + make the Delimitations Document
Purpose The Research Scope and Delimitations document outlines the boundaries of a research project. Defining this information allows the researchers to focus on gathering the most relevant data to answer the client’s questions and generate the most impactful...
Getting Started
Purpose Prepare floor plans to be included in DORIS research deliverables. Responsible Party This activity could be assigned to any team member who has capacity. Interdependencies This activity takes place in three phases: Initial tracing can take pl...
Layer 1: Original Company Floor Plan
This layer is a reference for every other layer in the file. It will not be viewable in the final deliverable. Additional Resources Client-provided floor plan located in project folder in Box Directions Begin with page 3 (the letter-sized page). Dete...
Layer 2: Floor Plan
The floor plan layer is for the foundation/structure of the actual building + elements that are not movable (i.e. walls, offices, rooms, etc.) Object Styles Exterior Walls Interior Walls Exit to Exterior Directions Click into layer 2: F...
Layer 3: Furniture
Use this layer to add workstations, conference room furniture, and any significant furniture in common spaces (reception desk, cafe tables, etc.) Object Styles (Furniture group) Workstation Walls Furniture Directions Use the Pen tool and the...
Layer 4: Room Labels
Use this layer to label all rooms and areas on the floor plan. When available, include the room number assigned by the client. Object Style Room labels Additional Resources Original client-provided floor plan located in the project folder in Box (ope...
Layer 5: Data Points/Shapes
Use this layer after the study has been completely set up in Vantage Space to add the point numbers. Object Styles Gray box Additional Resources Floor plan with data points downloaded from Vantage Space Directions Download the floorplan with da...
Layers 6: Occupancy
Once the usability study data is collected and analyzed, we update the floor plan with colors to indicate a space/data point's occupancy. Object Styles (Occupancy folder) 0% 1-29% 30-49% 50-59% 60-100% Additional Resources Usability data analysi...
Finalizing Floor Plan
Make sure the floor plan is complete and clean before exporting to include it in a DORIS research document. Additional Resources Document outline or content draft Directions In the Layers panel, click the eye icon next to 1: Original Company Floor P...
Including Floor Plans in Research Documents
Usability data floor plans are inserted into research documents as image files.
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Edit PDF view settings
Most DORIS documents are designed to be viewed as a spread: two portrait pages next to each other, like a book. If a PDF was not properly exported from InDesign, it might open in a single-page view in Adobe Acrobat. You can edit a document's properties to open...
Create a document from a template
Directions About InDesign Templates Adobe InDesign template files are pre-designed layouts. They come with placeholder text, images, and styles that can be customized to fit specific content needs. Templates streamline the design process by providing cons...
General rules for editing text
About the template text strategy Placeholder text or text that should be reviewed is displayed as pink. This color is controlled by a character style, !Pink - edits needed. In more complex templates, like Challenge Defining and Insight Report, the pink t...
Anatomy of a DORIS Document
Understanding the document grid A grid in graphic design is a foundational layout tool that organizes content on a page using horizontal and vertical lines. This structure helps designers maintain consistency, alignment, and hierarchy in their compositions. G...