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EPFL, spring 2012 - week 12!
UX evaluation
today’s schedule
➝  review  of UX evaluation plans
➝  test run of scripts
➝  individual walk throughs
overview
➝  about  UX evaluations
➝  UX evaluation criteria
➝  UX evaluation methods
➝  tips and hints
➝  for more information




  ✱Attribution: parts of this presentation are based on "
  Forum Nokia’s UX Evaluation series
why UX evaluation?
Success factor
     ➝    UX is a critical success factor for products and services
                          ➝    We need confirmation during design and development
                               that we are on the right track


                    ➝    It is challenging for the software developer to keep an
The designer is 
        objective view of the developed software
 not the user
            ➝    It is human nature to become blind of your own
                               outcomes
                          ➝    Thus it is important to get a second opinion of the UX,
                               from outside of the development team


Simulate real 
     ➝    Preferably from real users trying it in a realistic
use situations
          environment
usability and product quality
                                         SW Product Quality (ISO-9126)


 Functionality          Reliability         Efficiency          Usability         Portability      Maintainability

     Suitability          Maturity         Time behavior        Operability       Installability      Testability

     Accuracy          Fault tolerance       Resource          Learnability       Adaptability         Stability
                                             utilization
         …                   …                   ...                …                  …                  …



       Implemented                                                                                     Code
                               Number of sw            Function point         Source lines of
         functional                                                                                  coverage
                                  bugs
                   analysis
               code
       requirements



➝    there are many metrics to measure software performance and quality
UX and product quality
                                                                              In this definition, UX is not a
                                                                                 part of product quality.


                                                                                                   A SW
                                        SW Product Quality (ISO-9126)
                          engineering
                                                                                               point-of-view?



      Functionality    Reliability          Efficiency            Usability       Portability         Maintainability

        Suitability      Maturity          Time behavior      Operability          Installability         Testability

        Accuracy      Fault tolerance        Resource         Learnability         Adaptability            Stability
                                             utilization
            …               …                    ...                 …                  …                      …



➝    product quality                Expectations, motives,               ➝    measuring UX is not straight-
     has a strong                   actions, interpretations, 
               forward
     impact on UX
                              …
                                                                         ➝    there are many intervening
                                
                                                                              issues

                                         User Experience
UX evaluation criteria 1/5
➝    Nielsen (1993) on usability
     ➝    learnability
            ➝    Novices’ ability to reach a
                 reasonable level of performance
                 rapidly
                                                                                                  UX
     ➝    efficiency
            ➝    Expert user’s level of performance
     ➝    errors
                                            utility
                    usabi
                     social                    enjoy
                                                                 
                        lity
                     value
                    ment
            ➝    Number of errors users make
                                             
                             
                          
            ➝    User’s ability to recover from
                 errors
                                                                                                               pleasure
       stimulation
                                                       useful
       relia
    ease-     effici
   acces
      connec
       identifi
                                                                                                  sibility
    ting          cation
            ➝    Existence of catastrophic errors?
     ness
        bility
   of-use
   ency
                                                                                                                              
                                                         
                                
                   people

     ➝    memorability
            ➝    Casual user’s ability to remember                                       drivers tailored                                  issues
                 how to use a system
                        as such
                        for your                                    detailed for
     ➝    satisfaction
                                                                      product
                                   your product
            ➝    User’s subjective assessment of
                 the system


           basic usability heuristic
                                   UX drivers derived from the UX elements
UX evaluation criteria 2/5

       Melvin, 35!                      Jason, 25!                        Louise, 27!                 use
                                                                                                      case
         storyboard
                                                                                                      accessing 
                                                                                                      phone 
                                                                                                      from 
                                                                                                      web 
                                                                                                      browser



 •  Engineer from Germany         •  Customer Service               •  Web designer, graduate
 •  Lives with his wife, 2 kids   Assistant.                        student on university.
 and a dog.                       •  Keeps a blog for his friends   •  SMS addict - 50
 •  Both parents need to          and family                        messages every day.
 sometimes travel due their       Uses his device for capturing     •  Likes arts, especially indie
 jobs, and kids have lots of      images to blog.                   movies and old films.
 hobbies.                         Most of the images                •  Is currently organizing
 •  Would like better manage                                        surprise parties for her
                                  related to snowboarding.
 his everyday schedules                                             friend.
                                  •  Plays guitar in a wildly
 with family.
                                  not-yet-so-popular band.




➝        Evaluate the design against the specified UX artefacts
UX evaluation criteria 3/5




➝    evaluate against benchmark 
➝    products and experiences
UX evaluation criteria 4/5


     Bar
             Slide
                                            Full hw qwerty
          Full sw qwerty

                                            Touch screen
           Touch only screen

                                           Resistive screen
    Capacitative screen

Clamshell
           Swivel



➝    Run your tests with all the target devices and form factors
UX evaluation criteria 5/5


                                         people
                                         places
                                                  context
                                         Things
                                         time




                                                                         Indirect, unspoken criteria
 Direct, spoken criteria
                                                   - originating from the
                                                                                    context


  ➝     the ultimate criterion: 
         ➝    potential users try the product in their mobile context
planning the UX evaluations 1/2
                                                                            A step-by-step
                                                                            process would
 specify needs                                                                be easy to
 and context of     define the UX      create UI         evaluate the UI        manage.
      use
            concept
         designs
            designs




                                                                              In practice,
                                                                              design and
                                                                           evaluation are
        specify needs 
      define the UX                                 often in a parallel
                                                  create UI designs
         and iterative
      and context of use
      concept
                                      relationship.




                            evaluate concepts and designs

➝    for any UX artifacts, you can think can and should it be evaluated, somehow
planning the UX evaluations 2/2
My cool travel-
mate concept




                   ➝    What artefacts do we want to evaluate 
                             ➝    Sketches, visualisations, prototypes,...
                   ➝    What issues are we evaluating?
                             ➝    Concept, interaction, grahical design, ...
                   ➝    Who will do the evaluation?
                             ➝    Experts, end users,...




                              Evaluate concepts and designs
UX evalution: expert evaluation
       ➝    Usability experts evaluate a system based on
            common heuristics (i.e. design principles) and
            personal expertise
             ➝    Common heuristics are based on knowledge gained
                  through expertise and experience
             ➝    Knowledge about perceptional and cognitive processes
                  - such as the function of memory – are utilized
       ➝    At least two experts take part in the evaluation to
            ensure reliable results
       ➝    At the beginning of an expert evaluation, the value of
            the system to its user and buyer/provider is
            determined
             ➝    Based on these values, usability criteria are defined
       ➝    At the end, the findings documented and prioritized.
            Solutions proposals are made
       ➝    Also user tasks can be defined and walkthroughs
            conducted as part of the evaluation
UX evaluation: focus groups
           ➝    a group of people (4-7) that has
                something in common will be invited
                to semi-structured group discussion
                session to share their views on
                certain topic. Lasts usually 2 hours

           ➝    face-to-face sessions
                ➝    Sometimes on-line


           ➝    variations of the method
                ➝    Exploratory 
                ➝    Feature prioritization 
                ➝    Competitive analysis 
                ➝    Trend explanation
UX evaluation: usability testing
➝    the test user is asked to conduct certain tasks with the
     user interface under design
      ➝    paper prototypes can be used
      ➝    users are asked to think aloud
                                                         Special equipment can
                                                         be useful to catch the
     Moderator
                                            actions on mobile
                                             Observer
                                                                 devices


    Tested sw



                 Test user
   Test cases


➝  sometimes good to test the UI with pairs of users to
   trigger more discussion or to test social aspects
➝  usability problems are identified and prioritized based on
   the user data gathered during the usability tests
UX evaluation: observation
                                 ➝  the researcher does not interrupt the user
                                    but just observes the user s actions
                                 ➝  the user is followed usually shorter time
                                    than when shadowing in her/his own
                                    environment, and usually only certain
                                    activities/time period are observed
                                 ➝  good for studying users that cannot be
                                    interrupted
                                 ➝  reveals task flows and possible detectable
If observation is not possible
    (e.g. in hospital) video
                                    problems in them and behavioral patterns
recording can be alternative.       but not motivations, attitudes, values,
 Video can be gone through
    with the participant(s)         concerns
           afterwards
don't listen to users
➝  watch   users attempting to perform tasks in the UI
  ➝  watch  what people actually do 
  ➝  be careful with what people say they do
  ➝  don't believe what people predict they may do in the
    future.
when you listen
beware:
➝  users often tell you what they think you want to
   hear
➝  often based only on recall
➝  rationalized behavior
UX evaluation: make a mix
          ➝  an expert evaluation and a usability
             test can be used as
             complementary methods
          ➝  an expert evaluation require less
             time and preparation than a
             usability test
          ➝  expert evaluations are
             recommended before usability
             tests in order to support designing
             the test tasks
          ➝  a satisfaction questionnaire can be
             combined with a usability test
UX evaluation: tips and hints
            ➝  the UX evaluation criteria should be in-line with
               the defined UX drivers, targets and requirements
            ➝  make sure to share your UX evaluation criteria
               with the designers before they start their work
            ➝  do evaluations with real users 
                 ➝  expert evaluations can provide quick useful findings
                ➝  try to have a end user mindset
            ➝ ideally your evaluation methods should scale to weekly (or
 design
evaluate
             even daily) evaluations
                ➝  design & evaluation iteration loops do not have to be
 iterate
                    big monolithic steps
            ➝    UX evaluation(s) should be an integral part of
                 software development process, just like
                 software testing

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PxS'12 - week 12 - ux evaluation

  • 1. EPFL, spring 2012 - week 12! UX evaluation
  • 2. today’s schedule ➝  review of UX evaluation plans ➝  test run of scripts ➝  individual walk throughs
  • 3. overview ➝  about UX evaluations ➝  UX evaluation criteria ➝  UX evaluation methods ➝  tips and hints ➝  for more information ✱Attribution: parts of this presentation are based on " Forum Nokia’s UX Evaluation series
  • 4. why UX evaluation? Success factor ➝  UX is a critical success factor for products and services ➝  We need confirmation during design and development that we are on the right track ➝  It is challenging for the software developer to keep an The designer is objective view of the developed software not the user ➝  It is human nature to become blind of your own outcomes ➝  Thus it is important to get a second opinion of the UX, from outside of the development team Simulate real ➝  Preferably from real users trying it in a realistic use situations environment
  • 5. usability and product quality SW Product Quality (ISO-9126) Functionality Reliability Efficiency Usability Portability Maintainability Suitability Maturity Time behavior Operability Installability Testability Accuracy Fault tolerance Resource Learnability Adaptability Stability utilization … … ... … … … Implemented Code Number of sw Function point Source lines of functional coverage bugs analysis code requirements ➝  there are many metrics to measure software performance and quality
  • 6. UX and product quality In this definition, UX is not a part of product quality. A SW SW Product Quality (ISO-9126) engineering point-of-view? Functionality Reliability Efficiency Usability Portability Maintainability Suitability Maturity Time behavior Operability Installability Testability Accuracy Fault tolerance Resource Learnability Adaptability Stability utilization … … ... … … … ➝  product quality Expectations, motives, ➝  measuring UX is not straight- has a strong actions, interpretations, forward impact on UX … ➝  there are many intervening issues User Experience
  • 7. UX evaluation criteria 1/5 ➝  Nielsen (1993) on usability ➝  learnability ➝  Novices’ ability to reach a reasonable level of performance rapidly UX ➝  efficiency ➝  Expert user’s level of performance ➝  errors utility usabi social enjoy lity value ment ➝  Number of errors users make ➝  User’s ability to recover from errors pleasure stimulation useful relia ease- effici acces connec identifi sibility ting cation ➝  Existence of catastrophic errors? ness bility of-use ency people ➝  memorability ➝  Casual user’s ability to remember drivers tailored issues how to use a system as such for your detailed for ➝  satisfaction product your product ➝  User’s subjective assessment of the system basic usability heuristic UX drivers derived from the UX elements
  • 8. UX evaluation criteria 2/5 Melvin, 35! Jason, 25! Louise, 27! use case storyboard accessing phone from web browser •  Engineer from Germany •  Customer Service •  Web designer, graduate •  Lives with his wife, 2 kids Assistant. student on university. and a dog. •  Keeps a blog for his friends •  SMS addict - 50 •  Both parents need to and family messages every day. sometimes travel due their Uses his device for capturing •  Likes arts, especially indie jobs, and kids have lots of images to blog. movies and old films. hobbies. Most of the images •  Is currently organizing •  Would like better manage surprise parties for her related to snowboarding. his everyday schedules friend. •  Plays guitar in a wildly with family. not-yet-so-popular band. ➝  Evaluate the design against the specified UX artefacts
  • 9. UX evaluation criteria 3/5 ➝  evaluate against benchmark ➝  products and experiences
  • 10. UX evaluation criteria 4/5 Bar Slide Full hw qwerty Full sw qwerty Touch screen Touch only screen Resistive screen Capacitative screen Clamshell Swivel ➝  Run your tests with all the target devices and form factors
  • 11. UX evaluation criteria 5/5 people places context Things time Indirect, unspoken criteria Direct, spoken criteria - originating from the context ➝  the ultimate criterion: ➝  potential users try the product in their mobile context
  • 12. planning the UX evaluations 1/2 A step-by-step process would specify needs be easy to and context of define the UX create UI evaluate the UI manage. use concept designs designs In practice, design and evaluation are specify needs define the UX often in a parallel create UI designs and iterative and context of use concept relationship. evaluate concepts and designs ➝  for any UX artifacts, you can think can and should it be evaluated, somehow
  • 13. planning the UX evaluations 2/2 My cool travel- mate concept ➝  What artefacts do we want to evaluate ➝  Sketches, visualisations, prototypes,... ➝  What issues are we evaluating? ➝  Concept, interaction, grahical design, ... ➝  Who will do the evaluation? ➝  Experts, end users,... Evaluate concepts and designs
  • 14. UX evalution: expert evaluation ➝  Usability experts evaluate a system based on common heuristics (i.e. design principles) and personal expertise ➝  Common heuristics are based on knowledge gained through expertise and experience ➝  Knowledge about perceptional and cognitive processes - such as the function of memory – are utilized ➝  At least two experts take part in the evaluation to ensure reliable results ➝  At the beginning of an expert evaluation, the value of the system to its user and buyer/provider is determined ➝  Based on these values, usability criteria are defined ➝  At the end, the findings documented and prioritized. Solutions proposals are made ➝  Also user tasks can be defined and walkthroughs conducted as part of the evaluation
  • 15. UX evaluation: focus groups ➝  a group of people (4-7) that has something in common will be invited to semi-structured group discussion session to share their views on certain topic. Lasts usually 2 hours ➝  face-to-face sessions ➝  Sometimes on-line ➝  variations of the method ➝  Exploratory ➝  Feature prioritization ➝  Competitive analysis ➝  Trend explanation
  • 16. UX evaluation: usability testing ➝  the test user is asked to conduct certain tasks with the user interface under design ➝  paper prototypes can be used ➝  users are asked to think aloud Special equipment can be useful to catch the Moderator actions on mobile Observer devices Tested sw Test user Test cases ➝  sometimes good to test the UI with pairs of users to trigger more discussion or to test social aspects ➝  usability problems are identified and prioritized based on the user data gathered during the usability tests
  • 17. UX evaluation: observation ➝  the researcher does not interrupt the user but just observes the user s actions ➝  the user is followed usually shorter time than when shadowing in her/his own environment, and usually only certain activities/time period are observed ➝  good for studying users that cannot be interrupted ➝  reveals task flows and possible detectable If observation is not possible (e.g. in hospital) video problems in them and behavioral patterns recording can be alternative. but not motivations, attitudes, values, Video can be gone through with the participant(s) concerns afterwards
  • 18. don't listen to users ➝  watch users attempting to perform tasks in the UI ➝  watch what people actually do ➝  be careful with what people say they do ➝  don't believe what people predict they may do in the future.
  • 19. when you listen beware: ➝  users often tell you what they think you want to hear ➝  often based only on recall ➝  rationalized behavior
  • 20. UX evaluation: make a mix ➝  an expert evaluation and a usability test can be used as complementary methods ➝  an expert evaluation require less time and preparation than a usability test ➝  expert evaluations are recommended before usability tests in order to support designing the test tasks ➝  a satisfaction questionnaire can be combined with a usability test
  • 21. UX evaluation: tips and hints ➝  the UX evaluation criteria should be in-line with the defined UX drivers, targets and requirements ➝  make sure to share your UX evaluation criteria with the designers before they start their work ➝  do evaluations with real users ➝  expert evaluations can provide quick useful findings ➝  try to have a end user mindset ➝ ideally your evaluation methods should scale to weekly (or design evaluate even daily) evaluations ➝  design & evaluation iteration loops do not have to be iterate big monolithic steps ➝  UX evaluation(s) should be an integral part of software development process, just like software testing