Introduction to UX Methods

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100-level presentation given at the 4th annual St. Louis Day of .NET conference. Not intended to be a comprehensive overview of all UX methods.

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Introduction to UX Methods

  1. 1. Introduction to<br />User Experience Methods<br />Introduction to User Experience Methods<br />1<br />06 August 2011 @dgcooley #STLDODN<br />Danielle Gobert Cooley<br />@dgcooley<br />
  2. 2. 06 August 2011 @dgcooley #STLDODN<br />2<br />
  3. 3. Rate This Session!<br />06 August 2011 @dgcooley #STLDODN<br />3<br />http://uxmethods.notlong.com/<br />
  4. 4. About me<br />12 years as user researcher/usability specialist<br />BE, Biomedical & Electrical Engineering<br />MS, Human Factors in Information Design<br />Selected Employers & Clients<br />06 August 2011 @dgcooley #STLDODN<br />4<br />danielle@dgcooley.com<br />@dgcooley<br />
  5. 5. Important Things to Know About UX Methods<br />06 August 2011 @dgcooley #STLDODN<br />5<br />
  6. 6. Please Remember<br />06 August 2011 @dgcooley #STLDODN<br />6<br />Things to Know<br />The purpose of these methods is to inform your design. <br />They are notvalidation methods.<br />
  7. 7. Let Me Repeat That<br />06 August 2011 @dgcooley #STLDODN<br />7<br />Things to Know<br />The purpose of these methods is to inform your design. <br />They are not validation methods.<br />
  8. 8. You Are Not Your User<br />06 August 2011 @dgcooley #STLDODN<br />8<br />Things to Know<br />YOU<br />NOT YOU<br />
  9. 9. Why Do It? To Avoid Ending Up Here<br />06 August 2011 @dgcooley #STLDODN<br />9<br />Things to Know<br />
  10. 10. One More Thing…<br />06 August 2011 @dgcooley #STLDODN<br />10<br />Things to Know<br />The purpose of these methods is to inform your design. <br />They are not validation methods.<br />
  11. 11. Usability Study<br />06 August 2011 @dgcooley #STLDODN<br />11<br />
  12. 12. How It’s Done<br />Recruit representative end users.<br />Observe impartially as they attempt to perform tasks with a prototype.<br />Typically, participants are asked to think aloud as they use the prototype to perform the tasks. This provides insight into WHY certain interface elements are confusing and what might work better.<br />06 August 2011 @dgcooley #STLDODN<br />12<br />Usability Study<br />Tips…<br /><ul><li> Recruiting the right users is key!
  13. 13. Avoid bias everywhere – in task phrasing, your and your observers’ body language, and in verbal questions asked.
  14. 14. Recordings are great, but huge time sucks.
  15. 15. Quantitative studies often aren’t worth it. </li></li></ul><li>A Note About Prototype Fidelity<br />06 August 2011 @dgcooley #STLDODN<br />13<br />Usability Study<br />
  16. 16. Advantages<br />Controlled setting means easier logistics.<br />Recording and observing is easier, too.<br />For the rare quantitative study, lab-based testing makes it easier to use such tools as Morae or Ovo. <br />Lab-based testing has fewer variables to control, which can be a factor for more rigid studies.<br />06 August 2011 @dgcooley #STLDODN<br />14<br />Usability Study<br />
  17. 17. Disadvantages<br />Lab setting provides no context of use.<br />Labs can be expensive to rent or build <br />(but they don’t have to be)<br />Participants are sometimes timid in a lab setting<br />06 August 2011 @dgcooley #STLDODN<br />15<br />Usability Study<br />
  18. 18. Field Study<br />06 August 2011 @dgcooley #STLDODN<br />16<br />
  19. 19. How It’s Done<br />Recruit representative end users.<br />Observe impartially in the environment in which the product will be used as they attempt to perform tasks with a prototype.<br />Collect artifacts.<br />06 August 2011 @dgcooley #STLDODN<br />17<br />Field Study<br />
  20. 20. Advantages<br />Gathers contextual data<br />Ambient light, noise<br />Distractions<br />Participants usually less intimidated<br />Much more convenient for participants, so recruiting can be easier<br />06 August 2011 @dgcooley #STLDODN<br />18<br />Field Study<br />Contextual Inquiry?<br />Though the terms are often used interchangeably, Contextual Inquiry is actually a type of field study that follows a very specific format.<br />
  21. 21. Disadvantages<br />Logistics are more difficult for researchers.<br />Observation is more challenging.<br />Recording is more challenging.<br />Security issues sometimes prohibit photographs or other recording.<br />06 August 2011 @dgcooley #STLDODN<br />19<br />Field Study<br />
  22. 22. Card Sort<br />06 August 2011 @dgcooley #STLDODN<br />20<br />
  23. 23. How It’s Done<br />Recruit representative end users.<br />Identify content items to be categorized<br />Participants sort the content items into groupings that make sense to them.<br />06 August 2011 @dgcooley #STLDODN<br />21<br />Card Sort<br />Two types …<br /><ul><li>In an OPEN card sort, participants create the categories.
  24. 24. In a CLOSED card sort, the researcher establishes the categories.</li></li></ul><li>Advantages<br />Incredibly inexpensive<br />Done very quickly with remote evaluation tools.<br />Asynchronous, so scheduling is not an issue. Participants take part at their convenience.<br />06 August 2011 @dgcooley #STLDODN<br />22<br />Card Sort<br />
  25. 25. Disadvantages<br />More complicated with large sets of cards.<br />Really, there’s almost no reason NOT to do a card sort, unless you don’t plan to use the results.<br />06 August 2011 @dgcooley #STLDODN<br />23<br />Card Sort<br />
  26. 26. Tree Test<br />06 August 2011 @dgcooley #STLDODN<br />24<br />
  27. 27. How It’s Done<br />Recruit representative end users.<br />Set up study with IA to be evaluated.<br />Give participants specific content elements to find in that architecture.<br />06 August 2011 @dgcooley #STLDODN<br />25<br />Tree Test<br />
  28. 28. Advantages<br />Incredibly inexpensive<br />Done very quickly with remote evaluation tools.<br />Asynchronous, so scheduling is not an issue. Participants take part at their convenience.<br />06 August 2011 @dgcooley #STLDODN<br />26<br />Tree Test<br />Yep. Just like card sorting!<br />
  29. 29. Disadvantages<br />The full IA and nav structure must be created in order to execute a tree test, so there is significant investment in the “prototype,” if you will. <br />06 August 2011 @dgcooley #STLDODN<br />27<br />Tree Test<br />Tree Test vs. Card Sort<br /><ul><li>An OPEN Card Sort generates an information architecture.
  30. 30. A CLOSED Card sort usually evaluates high-level labeling.
  31. 31. A Tree Test evaluates findability in an existing information architecture.</li></ul>OK. This one IS a validation method.<br />
  32. 32. Survey<br />06 August 2011 @dgcooley #STLDODN<br />28<br />
  33. 33. How It’s Done<br />Recruit participants<br />Write survey<br />Relax while the data rolls right in.<br />06 August 2011 @dgcooley #STLDODN<br />29<br />Survey<br />
  34. 34. Advantages<br />Cheap<br />Fast<br />Remote<br />Easy data collection<br />Large number of participants<br />06 August 2011 @dgcooley #STLDODN<br />30<br />Survey<br />
  35. 35. Disadvantages<br />Data are self-reported.<br />What people do is not the same as what people SAY they do.<br />Good question curation is surprisingly challenging.<br />06 August 2011 @dgcooley #STLDODN<br />31<br />Survey<br />
  36. 36. Expert Review<br />06 August 2011 @dgcooley #STLDODN<br />32<br />
  37. 37. How It’s Done<br />An experienced UX Specialist analyzes the product, looking for common mistakes or interface elements or interactions that are not consistent with best practices.<br />06 August 2011 @dgcooley #STLDODN<br />33<br />Expert Review<br />Heuristic Evaluation?<br />Though this term is thrown around a lot, a Heuristic Evaluation is really a specialized type of Expert Review.<br />
  38. 38. Advantages<br />Considerably less expensive than lab or field studies<br />Often relatively fast – again, as compared to lab or field studies.<br />06 August 2011 @dgcooley #STLDODN<br />34<br />Expert Review<br />
  39. 39. Disadvantages<br />No actual end-user perspective.<br />Experts vary. <br />06 August 2011 @dgcooley #STLDODN<br />35<br />Expert Review<br />
  40. 40. Other Techniques<br />06 August 2011 @dgcooley #STLDODN<br />36<br />
  41. 41. In No Particular Order… <br />Journaling Studies – Users keep a journal of their interactions (good and bad) with the product.<br />A/B Testing – Two different versions of a product are placed online and success rates analyzed.<br />Analytics – Web site or product metrics are analyzed to determine user success or failure.<br />Personas – Descriptive profiles of representative end users. This is actually an output of field research.<br />06 August 2011 @dgcooley #STLDODN<br />37<br />Other<br />
  42. 42. Recap & Additional Resources<br />User Experience is important. Really.<br />These are NOT validation techniques!<br />There are a lot of methods to choose from.<br />06 August 2011 @dgcooley #STLDODN<br />38<br />Nov 2011<br />http://uxmethods.notlong.com/<br />

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