Carta Sidebar

Empowering and equipping students with the tools to plan their academic journey with data-driven decisions and confidence.

01 | Overview

Elevating the Course Planning Experience

Carta, Stanford University’s course exploration and planning platform, serves as an invaluable resource for 95% of undergraduates, helping them make informed, data-driven decisions to craft their educational paths.

As a designer on Carta’s team, one of the projects I took ownership over was the Sidebar feature, a key touchpoint enabling students to access their upcoming quarter's weekly schedule at any point during the course exploration process.

ROLE
UX Designer
DURATION
April - June 2021
8 weeks
TOOLS
Figma, Miro

02 | Problem

Determining Feature Value

In Carta V1, the Sidebar persisted across the site. It included a time-block view of the student’s schedule, a checklist of pinned courses that could be hidden or removed from the quarter overview, estimated time commitment, and number of pinned units.

In preparation for Carta V2, the team needed to pare down the site to focus on its most essential features, which brought the Sidebar's future into question. No prior research or testing had been conducted to determine whether students actually relied on the Sidebar for course planning. Some members strongly advocated for it while others felt it occupied valuable screen real-estate that could be better utilized, and engineers were hesitant to rebuild it without clear evidence of its value.

03 | Research

Quantitative Analysis

To assess the Sidebar’s usage, I sent out a survey to various university mailing lists and campus group chats. 68 respondents gave insight into the percentage of students using the Sidebar, their primary purposes for using it, and the Sidebar’s importance to their academic planning.

Qualitative Analysis

The survey revealed that a majority of students used the Sidebar to some extent, supporting the decision to keep it for those who want to utilize it. However, opinions on its importance were mixed, raising questions about which aspects of the Sidebar fell short compared to other tools students found more useful.

To explore this further, I interviewed four Stanford undergraduates from various years, gaining insights into their processes when crafting their academic schedules. These findings informed a Sidebar redesign, not only securing the its place in future iterations of Carta but also enhancing it to better meet student needs.

Key Insights

#1 THE CURRENT SIDEBAR STATE
  • Carta is typically used more for course reviews and intensity than for planning.
  • Students appreciate the ability to hide classes from their quarter overview.
#2 STUDENT ACTIONS DURING ENROLLMENT
  • Students commonly frame classes into “must-takes” or “could-takes”.
  • Students first lock in classes they need to take and then choose filler classes to meet whatever requirements or goals they have.
  • When selecting filler classes, students tend to “spitball” or list all potential courses of interest.
  • After, students undergo rounds of narrowing based on logistical constraints, conflicts, goals, etc.
#3 COURSE PLANNING FOR NON-SIDEBAR USERS
  • Personal planners are preferred because of the flexibility and customization.
  • Students create multiple versions of a quarter to account for variations in classes or commitments.
  • Color coding helps organize (“must-take” vs “could-take” classes, degree requirements, etc)

Competitive Analysis

I conducted a competitive analysis to research the main interfaces students use to plan their quarter.

#1 SIMPLEENROLL

SimpleEnroll is a feature within Stanford’s official course enrollment platform. Students can “Plan” classes they want to take and then officially “Enroll” in them when enrollment opens.

  • Enrolled classes show up as time blocks = intuitive visualization
  • Classes that are planned but not enrolled in are hidden by default = reduces visual overload
  • Class logistics appear when hovering over a time block
#2 CARTA V1 SIDEBAR
  • The quarter overview is pushed below the fold when lots of classes are pinned to the top
  • All course sections are automatically added = visually overwhelming

04 | Design

Redesigning the Sidebar

ITERATION #1
  • Moved the quarter overview to the top so it wouldn’t hide below the fold when many classes are pinned.
  • Categorized classes into “Must-takes” and “Undecided” to align with students’ mental model.
  • Hid “Undecided” courses from the quarter overview by default to minimize visual clutter.
  • Color-tagged “Undecided” courses by scheduling conflicts to make it easier to narrow down.
  • Introduced drag-and-drop for flexible planning, inspired by personal Google and Excel spreadsheets.
ITERATION #2
  • Enlarged target for specified “Must-take” and “Undecided” drop zones.
  • Included drag handle icons to communicate draggability and position bars to visually indicate where the card will be placed when a user releases their mouse.
ITERATION #3
  • Integrated the new Saved feature via the “View Saved” button, giving students quick access to a folder of saved classes to add to their quarter.

05 | Reflection

Key Takeaways

From this project, I gained valuable experience and insight into each stage of the design process and learned to advocate for design changes, even if not in the original scope. As a fellow Stanford student and Carta user, the project felt particularly meaningful. I felt a direct connection to my peers, helping them navigate the challenging and often overwhelming task of planning their academic journeys. Contributing to a solution that made this process easier was an incredibly rewarding experience.

NEXT STEPS
  • Conduct formal usability testing with students to gauge how effective the redesign was at addressing their needs
  • Explore additional customization features e.g. color-coding according to student preferences, enabling multi-version functionality to account for various plans, redesigning for mobile, etc