Mobile
Usability
Evaluation
Garrett Stettler
UX Researcher
The Advisory Board Company - Crimson
April 8, 2015
Presented to INF 385T: Mobile IxD
U.T. Austin School of Information
MSIS 2010@gstett
AT&T Labs Human Factors, UX Research
Garrett Stettler
Advisory Board Co. UX Research & Strategy
Austin UXPA
meetup.com
Preview
● Definition of “usability”
● Evaluating usability
● Mobile challenges
● Tools and techniques
● Examples
“The user can do what he or she wants to do the way he
or she expects to be able to do it, without hindrance,
hesitation, or questions.” 1
Defining Usability
1. Rubin, J. & Chisnell, D. Handbook of Usability Testing, 2nd ed.
Efficiency
Effectiveness
Satisfaction
Discoverability
Learnability
Memorability
ISO 9241
More: 5 Dimensions of Usability
UCD and Experience Design
Useful
Usable
Accessible
Desirable
Emotional
Valuable
Adoptable
Social
etc...
Usability Testing
User-Centered Design
Experience Design
Usability Inspection
Heuristic Evaluation
Cognitive Walkthrough
Pluralistic Walkthrough / Design Review
Usability Testing
● “Early and Often”
● Iterate
● Keep your goals in mind when
choosing methods & metrics
Formative vs. Summative
Formative
Problem-finding during development
Summative
Measure against specific goals when
development is complete
In practice there isn’t always a clear distinction, and you should use
quantitative metrics in both types.
Usability Metrics
Objective and Subjective
Task Completion
Task Time
Task Satisfaction
Errors
Perceived Difficulty
Overall Satisfaction
Expected Difficulty
Clicks
Conversion Rate
UI Problems (Severity, Frequency)
More: Making usability metrics count
Participants
● Many ways to find participants
● Magic Number 5 (J. Nielsen)... not magic
● Use more frequent tests (with smaller
sample sizes) when possible.
More: A Brief History of the Magic Number 5
Usability Testing Methods
Lab-based Remote
Moderated
Remote
Unmoderated
Art: Todd Zazelenchuk, Elizabeth Boling
The Challenges of Mobile
Photo: Marcelo Druck (horizontal flip)
Context
Photo: Kathy Cassidy
Photo: David van der Mark
Photo: Wesley Fryer
Photo: Garrett Stettler
Photo: Ed Yourdon
Photo: Daniel Hoherd
Test in the lab or in the field?
Disagreement among practitioners and in literature.
Kjeldskov, Skov, et al (2004)
Kakkonen, Kallio, et al (2005)
Nielsen, Overgaard, et al (2006)
Duh, Tan, et al (2006)
Same UI problems identified in both
Field study costly
More/different UI issues found in field
Field study costly
“A lab experiment is recommended when the testing focus is on the user
interface and application-oriented usability related issues. However, the
results suggest that a field experiment is more suitable for investigating a
wider range of factors affecting the overall acceptability of the designed
mobile service.” Sun & May (2013)
Test in the lab or in the field?
Field testing is getting easier and cheaper, but
depending on your goals and circumstances a lab
study may still be the best choice.
Given the particulars of your situation, it’
s up to YOU to be pragmatic and
determine the best test setting.
Photo: Jeremy Keith
Devices
Use participant’s device?
Using the participant’s device adds to realism, but
introduces extra variables.
Participants may be uncomfortable if software must
be installed or modified.
If not using the participant’s device, you may need to
include a short training session or warm-up tasks.
It depends...
Photo: Ikhlasul Amal
Connectivity
Control connection?
Regardless of whether or not it makes sense to reduce
connectivity variables during your usability testing, your design
MUST consider connection conditions in the field and you
should test it under varying conditions.
Not all cellular or WiFi connections are created equal, especially
in congested settings.
Location isn’t determined just by GPS, e.g., what happens if the
WiFi radio is turned off?
It depends...
Photo: City University Interaction Lab
Recording
Why Record?
Memory Aid - events happen quickly!
Powerful way to present UI issues
to stakeholders
Ability for detailed analysis later
Recording Mobile
Recording desktop PCs and laptops
is easy.
Smartphones, not so much.
Wearables and IoT...
Recording Mobile
Luckily, phones and video cameras are much
better than they used to be.
Photo: State Library and Archives of Florida
Usability Testing Methods
Lab-based Remote
Moderated
Remote
Unmoderated
Art: Todd Zazelenchuk, Elizabeth Boling
Recording - Screen Capture
Easily view and record screen
Some can capture gestures and participant’s face
Pros
Cons
Most are not cross-platform or have other limitations
Some have recurring costs
Recording time can be limited by space
Many don’t capture gestures or participant’s face
Recording - Screen Capture
UX Recorder
Records on-screen activity, gestures, front camera
iOS only, websites only $60 or $2 per session
AirPlay, Reflector app
Mirror iOS to Mac or PC
No gesture or front camera support
Android apps (various)
Mirror to Mac or PC
No gesture or front camera support
Magitest (acquired by TryMyUI?)
iOS only, can use native apps with SDK $50
Lookback
Records on-screen activity, gestures, front camera
iOS, Android 5.0 (iOS requires SDK or jailbreak) Currently in beta
Recording - Cameras
Flexible, device-agnostic
Can be relatively inexpensive over time
Better view of participant’s gestures and movement
Pros
Cons
Need to focus and position camera
User’s fingers can obscure view
Need TWO cameras to record user’s face
Recording - Cameras
Document Cameras and Desk Mounts
Recording - Cameras
Problems with Document Cameras
Fixed (participant cannot hold and move the device)
Angle must usually remain constant
Focus is usually fixed
Recording - Cameras
Sleds - many inexpensive / DIY options
Recording - Cameras
Problems with Sleds
Can be heavy or otherwise unwieldy (e.g., unbalanced)
Camera can get in participant’s way
Can be difficult to rotate device (portrait <-> landscape)
Do not always accommodate different device sizes
Recording - Cameras
Free-standing / mounted cameras
Recording - Cameras
Problems with Mounted Cameras
User may block camera
Lighting, glare, and focus can be a problem
Multi-Camera Human Factors Lab
DIY “Guerilla” Mobile Testing Lab
● Two laptops (1 with webcam)
● Device sled with camera
● Screen capture software (Camtasia, Silverback,
Morae)
● WebEx
You don’t always need
to record.
You don’t always need
to go high-tech.
Test Early! Test Often!
Draw screens on Post-It notes
Rubber-band screen shots to an actual phone
Cardboard and adding-machine tape
POP app (Prototyping on Paper)
Usability Testing Methods
Lab-based Remote
Moderated
Remote
Unmoderated
Art: Todd Zazelenchuk, Elizabeth Boling
Remote Moderated Testing
GoToAssist
GoToMeeting (iPad websites only)
Still quite challenging for mobile
MailChimp
“hug” technique
Usability Testing Methods
Lab-based Remote
Moderated
Remote
Unmoderated
Art: Todd Zazelenchuk, Elizabeth Boling
Remote UNmoderated
TryMyUI
AppSee
UXCam
(to name a few)
Lots of options
Unmoderated remote testing can be a
time- and cost-effective way to test a
mobile app or website.
Recording - Wearable
Someday we may be able to conduct true in-context
testing without a rig like this:
Delikostidis, 2007
Recording - Wearable
GoPro:
(Google Glass project, anyone?)
Head-mounted camera
Recording - Eye Tracking
Examples
(removed)
Now you try!
Task-Based Usability Study
Find some participants (food & beer are good incentives)
Setup a “lab”. Whatever you can manage.
Create a set of tasks.
Intro to users. (Consent. Recording. “We’re not testing you.” Survey?)
Run through tasks (randomize/counterbalance). Think-aloud protocol.
Capture issues, errors, comments, metrics (e.g., success), path
After all tasks, survey? Satisfaction (System Usability Scale) and/or
other questions.
Summary
● Definition of “usability”
● Testing for usability
● Mobile challenges
● Tools and techniques
● Examples

Mobile Usability Evaluation

  • 1.
    Mobile Usability Evaluation Garrett Stettler UX Researcher TheAdvisory Board Company - Crimson April 8, 2015 Presented to INF 385T: Mobile IxD U.T. Austin School of Information
  • 2.
    MSIS 2010@gstett AT&T LabsHuman Factors, UX Research Garrett Stettler Advisory Board Co. UX Research & Strategy Austin UXPA meetup.com
  • 3.
    Preview ● Definition of“usability” ● Evaluating usability ● Mobile challenges ● Tools and techniques ● Examples
  • 4.
    “The user cando what he or she wants to do the way he or she expects to be able to do it, without hindrance, hesitation, or questions.” 1 Defining Usability 1. Rubin, J. & Chisnell, D. Handbook of Usability Testing, 2nd ed. Efficiency Effectiveness Satisfaction Discoverability Learnability Memorability ISO 9241 More: 5 Dimensions of Usability
  • 5.
    UCD and ExperienceDesign Useful Usable Accessible Desirable Emotional Valuable Adoptable Social etc... Usability Testing User-Centered Design Experience Design
  • 6.
    Usability Inspection Heuristic Evaluation CognitiveWalkthrough Pluralistic Walkthrough / Design Review
  • 7.
    Usability Testing ● “Earlyand Often” ● Iterate ● Keep your goals in mind when choosing methods & metrics
  • 8.
    Formative vs. Summative Formative Problem-findingduring development Summative Measure against specific goals when development is complete In practice there isn’t always a clear distinction, and you should use quantitative metrics in both types.
  • 9.
    Usability Metrics Objective andSubjective Task Completion Task Time Task Satisfaction Errors Perceived Difficulty Overall Satisfaction Expected Difficulty Clicks Conversion Rate UI Problems (Severity, Frequency) More: Making usability metrics count
  • 10.
    Participants ● Many waysto find participants ● Magic Number 5 (J. Nielsen)... not magic ● Use more frequent tests (with smaller sample sizes) when possible. More: A Brief History of the Magic Number 5
  • 11.
    Usability Testing Methods Lab-basedRemote Moderated Remote Unmoderated Art: Todd Zazelenchuk, Elizabeth Boling
  • 12.
  • 13.
    Photo: Marcelo Druck(horizontal flip) Context
  • 14.
  • 15.
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
    Test in thelab or in the field? Disagreement among practitioners and in literature. Kjeldskov, Skov, et al (2004) Kakkonen, Kallio, et al (2005) Nielsen, Overgaard, et al (2006) Duh, Tan, et al (2006) Same UI problems identified in both Field study costly More/different UI issues found in field Field study costly “A lab experiment is recommended when the testing focus is on the user interface and application-oriented usability related issues. However, the results suggest that a field experiment is more suitable for investigating a wider range of factors affecting the overall acceptability of the designed mobile service.” Sun & May (2013)
  • 21.
    Test in thelab or in the field? Field testing is getting easier and cheaper, but depending on your goals and circumstances a lab study may still be the best choice. Given the particulars of your situation, it’ s up to YOU to be pragmatic and determine the best test setting.
  • 22.
  • 23.
    Use participant’s device? Usingthe participant’s device adds to realism, but introduces extra variables. Participants may be uncomfortable if software must be installed or modified. If not using the participant’s device, you may need to include a short training session or warm-up tasks. It depends...
  • 24.
  • 25.
    Control connection? Regardless ofwhether or not it makes sense to reduce connectivity variables during your usability testing, your design MUST consider connection conditions in the field and you should test it under varying conditions. Not all cellular or WiFi connections are created equal, especially in congested settings. Location isn’t determined just by GPS, e.g., what happens if the WiFi radio is turned off? It depends...
  • 26.
    Photo: City UniversityInteraction Lab Recording
  • 27.
    Why Record? Memory Aid- events happen quickly! Powerful way to present UI issues to stakeholders Ability for detailed analysis later
  • 28.
    Recording Mobile Recording desktopPCs and laptops is easy. Smartphones, not so much. Wearables and IoT...
  • 29.
    Recording Mobile Luckily, phonesand video cameras are much better than they used to be. Photo: State Library and Archives of Florida
  • 30.
    Usability Testing Methods Lab-basedRemote Moderated Remote Unmoderated Art: Todd Zazelenchuk, Elizabeth Boling
  • 31.
    Recording - ScreenCapture Easily view and record screen Some can capture gestures and participant’s face Pros Cons Most are not cross-platform or have other limitations Some have recurring costs Recording time can be limited by space Many don’t capture gestures or participant’s face
  • 32.
    Recording - ScreenCapture UX Recorder Records on-screen activity, gestures, front camera iOS only, websites only $60 or $2 per session AirPlay, Reflector app Mirror iOS to Mac or PC No gesture or front camera support Android apps (various) Mirror to Mac or PC No gesture or front camera support Magitest (acquired by TryMyUI?) iOS only, can use native apps with SDK $50 Lookback Records on-screen activity, gestures, front camera iOS, Android 5.0 (iOS requires SDK or jailbreak) Currently in beta
  • 33.
    Recording - Cameras Flexible,device-agnostic Can be relatively inexpensive over time Better view of participant’s gestures and movement Pros Cons Need to focus and position camera User’s fingers can obscure view Need TWO cameras to record user’s face
  • 34.
    Recording - Cameras DocumentCameras and Desk Mounts
  • 35.
    Recording - Cameras Problemswith Document Cameras Fixed (participant cannot hold and move the device) Angle must usually remain constant Focus is usually fixed
  • 36.
    Recording - Cameras Sleds- many inexpensive / DIY options
  • 37.
    Recording - Cameras Problemswith Sleds Can be heavy or otherwise unwieldy (e.g., unbalanced) Camera can get in participant’s way Can be difficult to rotate device (portrait <-> landscape) Do not always accommodate different device sizes
  • 38.
  • 39.
    Recording - Cameras Problemswith Mounted Cameras User may block camera Lighting, glare, and focus can be a problem
  • 40.
  • 41.
    DIY “Guerilla” MobileTesting Lab ● Two laptops (1 with webcam) ● Device sled with camera ● Screen capture software (Camtasia, Silverback, Morae) ● WebEx
  • 42.
    You don’t alwaysneed to record. You don’t always need to go high-tech.
  • 43.
    Test Early! TestOften! Draw screens on Post-It notes Rubber-band screen shots to an actual phone Cardboard and adding-machine tape POP app (Prototyping on Paper)
  • 44.
    Usability Testing Methods Lab-basedRemote Moderated Remote Unmoderated Art: Todd Zazelenchuk, Elizabeth Boling
  • 45.
    Remote Moderated Testing GoToAssist GoToMeeting(iPad websites only) Still quite challenging for mobile MailChimp “hug” technique
  • 46.
    Usability Testing Methods Lab-basedRemote Moderated Remote Unmoderated Art: Todd Zazelenchuk, Elizabeth Boling
  • 47.
    Remote UNmoderated TryMyUI AppSee UXCam (to namea few) Lots of options Unmoderated remote testing can be a time- and cost-effective way to test a mobile app or website.
  • 48.
    Recording - Wearable Somedaywe may be able to conduct true in-context testing without a rig like this: Delikostidis, 2007
  • 49.
    Recording - Wearable GoPro: (GoogleGlass project, anyone?) Head-mounted camera
  • 50.
  • 51.
  • 52.
    Now you try! Task-BasedUsability Study Find some participants (food & beer are good incentives) Setup a “lab”. Whatever you can manage. Create a set of tasks. Intro to users. (Consent. Recording. “We’re not testing you.” Survey?) Run through tasks (randomize/counterbalance). Think-aloud protocol. Capture issues, errors, comments, metrics (e.g., success), path After all tasks, survey? Satisfaction (System Usability Scale) and/or other questions.
  • 53.
    Summary ● Definition of“usability” ● Testing for usability ● Mobile challenges ● Tools and techniques ● Examples