introduction to ux methods

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Brief introduction to several UX methods, including usability testing, field studies, card sorting, tree tests, surveys, and expert reviews. Presented to the Internet User Experience Conference in Phoenix, AZ, USA, on 03 April 2013.

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  • 1. Introduction toUser Experience Methods Introduction toUser Experience MethodsDanielle Gobert Cooley @dgcooley 03 April 2013 #IUE2013 1

2. 03 April 2013 @dgcooley #IUE2013 About me 14 years as user researcher/usability specialist BE, Biomedical & Electrical Engineering MS, Human Factors in InformaGon Design Selected Employers & Clients danielle@dgcooley.com @dgcooley 2 3. 03 April 2013 @dgcooley #IUE2013 Important Things toKnow About UX Methods 3 4. 03 April 2013 @dgcooley #IUE2013 Please Remember The purpose of these methods is to inform your design. They are not valida)on methods. 4 5. 03 April 2013 @dgcooley #IUE2013 Let Me Repeat That The purpose of these methods is to inform your design. They are not valida/on methods. 5 6. 03 April 2013 @dgcooley #IUE2013 You Are Not Your User YOU NOT YOU 6 7. 03 April 2013 @dgcooley #IUE2013 Why Do It? To Avoid Ending Up Here 7 8. 03 April 2013 @dgcooley #IUE2013 One More Thing The purpose of these methods is to inform your design. They are not valida/on methods. 8 9. 03 April 2013 @dgcooley #IUE2013 Usability Study9 10. 03 April 2013 @dgcooley #IUE2013 QuesGons It Answers* How easy or dicult is it to use the product? How eciently do people use the product? Do the users understand the products terminology? Do the controls make sense? Can people nd the informaGon they are seeking? * Depends in part on prototype delity more on that in a few moments. 10 11. 03 April 2013 @dgcooley #IUE2013 How Its Done 1. Recruit representa)ve end Tipsusers. Recr uiting t2. Observe impar)ally as they key! he righ t users Avoid isacempt to perform tasks bi task ph as everywherwith a prototype. observrasing, e your an in er d your3. Typically, parGcipants are in verb s body langual quesa Reco tions a ge, andasked to think aloud as they rdisked huge ti ngs are great .use the prototype to m Quan e sucks. , butperform the tasks. This titaarent w tive studies o orth it. ftenprovides insight into WHY certain interface elements are confusing and what might work becer. 11 12. 03 April 2013 @dgcooley #IUE2013 A Note About Prototype Fidelity 12 13. 03 April 2013 @dgcooley #IUE2013 Advantages Controlled sedng means easier logisGcs. Recording and observing is easier, too. For the rare quanGtaGve study, lab-based tesGng makes it easier to use such tools as Morae or Ovo. Lab-based tesGng has fewer variables to control, which can be a factor for more rigid studies. 13 14. 03 April 2013 @dgcooley #IUE2013 Disadvantages Lab sedng provides no context of use. Labs can be expensive to rent or build (but they dont have to be) ParGcipants are someGmes Gmid in a lab sedng 14 15. 03 April 2013 @dgcooley #IUE2013 Field Study 15 16. 03 April 2013 @dgcooley #IUE2013 QuesGons It Answers How do environmental circumstances aect the usability of the product? How have people worked around issues with the product? 16 17. 03 April 2013 @dgcooley #IUE2013 How Its Done 1. Recruit representaGve end users. 2. Observe imparGally in the environment in which the product will be used as they acempt to perform tasks with a prototype. 3. Collect arGfacts. 17 18. 03 April 2013 @dgcooley #IUE2013 Advantages Gathers contextual data Contextual Inq Ambient light, noise uiry? Though t DistracGons used in he terms are ter oftContex changeably, en ParGcipants usually less type oftual Inq uir inGmidated field stu y is actually a very sp d ecific fo y that followsrmat. a Much more convenient for parGcipants, so recruiGng can be easier 18 19. 03 April 2013 @dgcooley #IUE2013 Disadvantages LogisGcs are more dicult for researchers. ObservaGon is more challenging. Recording is more challenging. Security issues someGmes prohibit photographs or other recording. 19 20. 03 April 2013 @dgcooley #IUE2013 Card Sort 20 21. 03 April 2013 @dgcooley #IUE2013 QuesGons It Answers How would the users organize the products content and features? Do the users largely agree on how the content should be organized? Do the users agree with the categorizaGons proposed by the project team? 21 22. 03 April 2013 @dgcooley #IUE2013 How Its Done 1. Recruit representaGve Two typ esend users. In an O2. IdenGfy content items to particip PEN card sorants crtbe categorized catego eate th , ries. e3. ParGcipants sort the In a CLOcontent items into researc SED card soher est rtcatego ablishe , thegroupings that make ries. s thesense to them. 22 23. 03 April 2013 @dgcooley #IUE2013 Advantages Incredibly inexpensive Done very quickly with remote evaluaGon tools. Asynchronous, so scheduling is not an issue. ParGcipants take part at their convenience. 23 24. 03 April 2013 @dgcooley #IUE2013 Disadvantages More complicated with large sets of cards. Really, theres almost no reason NOT to do a card sort, unless you dont plan to use the results. 24 25. 03 April 2013 @dgcooley #IUE2013 Tree Test 25 26. 03 April 2013 @dgcooley #IUE2013 QuesGons It Answers Can users nd content in the proposed navigaGon? Do the proposed group labels correctly reect the content within them? 26 27. 03 April 2013 @dgcooley #IUE2013 How Its Done 1. Recruit representaGve end users. 2. Set up study with IA to be evaluated. 3. Give parGcipants specic content elements to nd in that architecture. 27 28. 03 April 2013 @dgcooley #IUE2013 Advantages Incredibly inexpensive Done very quickly with remote evaluaGon tools. Asynchronous, so scheduling is not an issue. ParGcipants take part at their convenience. Yep. Just like card sorting!28 29. 03 April 2013 @dgcooley #IUE2013 Disadvantages The full IA and nav structure Tree Te st vs. Ca must be created in order to rd Sort An OP execute a tree test, so there E an info N Card Sort rm gen is signicant investment in A CLO ation architec eratesS ture. the prototype, if you will. evalua ED Card sorttes usually A Tree high-level laT befindabi est evaluates ling.lity informa in an existing tion architecture.OK. This one IS avalidation method.29 30. 03 April 2013 @dgcooley #IUE2013 Survey 30 31. 03 April 2013 @dgcooley #IUE2013 QuesGons It Answers What is the users opinion about various facets of the product? How do users believe they use the product? 31 32. 03 April 2013 @dgcooley #IUE2013 How Its Done 1. Recruit parGcipants 2. Write survey 3. Relax while the data rolls right in. 32 33. 03 April 2013 @dgcooley #IUE2013 Advantages Cheap Fast Remote Easy data collecGon Large number of parGcipants 33 34. 03 April 2013 @dgcooley #IUE2013 Disadvantages Data are self-reported. What people do is not the same as what people SAY they do. Good quesGon curaGon is surprisingly challenging. 34 35. 03 April 2013 @dgcooley #IUE2013 Expert Review 35 36. 03 April 2013 @dgcooley #IUE2013 QuesGons It Answers Does the product comply with convenGons and best pracGces? Has the expert seen issues in the past with any of the design elements or interacGon techniques used in the product? 36 37. 03 April 2013 @dgcooley #IUE2013 How Its Done An experienced UX Heurist ic Eval Specialist analyzes the uation? Though product, looking for taround his term is thra ow common mistakes or Evalua lot, a Heurist ntion is r ic specialeally a interface elements or iz Review ed type of Ex interacGons that are not . pert consistent with best pracGces. 37 38. 03 April 2013 @dgcooley #IUE2013 Advantages Considerably less expensive than lab or eld studies Open relaGvely fast again, as compared to lab or eld studies. 38 39. 03 April 2013 @dgcooley #IUE2013 Disadvantages No actual end-user perspecGve. Experts vary. J 39 40. 03 April 2013 @dgcooley #IUE2013 Other Techniques 40 41. 03 April 2013 @dgcooley #IUE2013 In No ParGcular Order Journaling Studies Users keep a journal of their interacGons (good and bad) with the product. A/B TesGng Two dierent versions of a product are placed online and success rates analyzed. AnalyGcs Web site or product metrics are analyzed to determine user success or failure. Personas DescripGve proles of representaGve end users. This is actually an output of eld research. 41 42. 03 April 2013 @dgcooley #IUE2013 Recap & AddiGonal Resources User Experience is important. Really. These are NOT validaGon techniques! There are a lot of methods to choose from. 42