The document outlines strategic UX research methods presented by Dr. Carine Lallemand, covering essential design principles and evaluation techniques in user experience. It emphasizes the importance of context and psychological needs in assessing UX and discusses various methodologies including qualitative and quantitative approaches for valid data collection. The publication serves as a comprehensive guide for professionals in UX design and evaluation, offering both theoretical frameworks and practical insights.

1. Ensuring Validity in Strategic
UX Research Methods Dr. Carine Lallemand
University of Luxembourg
@carilallUX STRAT Europe 2016

2. 01
WHO AM I?
CARINE LALLEMAND
« I DESIGN,
ADAPT AND
VALIDATE
UX RESEARCH
METHODS »
Carine Lallemand
Guillaume Gronier
Méthodes
de design
30 MÉTHODES FONDAMENTALES POUR CONCEVOIR
ET ÉVALUER LES SYSTÈMES INTERACTIFS
DESIGN
32€
ConceptionNordCompo
DESIGN
Articulant théorie et pratique, cet ouvrage présente 30 fiches
méthodologiques couvrant l’essentiel du design UX et de
l’ergonomie des interactions homme-machine (IHM). Vous serez
guidé pas à pas à travers les étapes de réalisation de chaque
méthode et accompagné pour prendre les décisions les plus
adaptées à votre projet. Chaque fiche méthode intègre égale-
ment une partie théorique et des illustrations concrètes pour
faciliter la compréhension.
Véritable portfolio théorique et méthodologique, cet ouvrage
est un guide indispensable à toute personne impliquée dans
la conception de systèmes
interactifs. Professionnels,
chefs de projets, étudiants,
enseignants et chercheurs
y trouveront de précieuses
ressources pour mener à
bien leurs projets.
Grâce aux méthodes d’UX
design, créez des produits et
des services qui attirent, qui
captivent, qui enchantent et
inspirent pour améliorer la
vie de ceux qui les utilisent !
AU SOMMAIRE
Introduction au design UX ⍟ Planification ⍟ Définition du projet ⍟ Recrute-
ment des utilisateurs ⍟ Déontologie et éthique ⍟ Exploration ⍟ Entretien ⍟
Focus group ⍟ Observation ⍟ Questionnaire exploratoire ⍟ Sondes culturelles
⍟ Idéation ⍟ Brainstorming ⍟ Cartes d’idéation ⍟ Design studio ⍟ Experience
maps ⍟ Personas ⍟ Techniques génératives ⍟ Génération ⍟ Design persuasif
⍟ Gamification ⍟ Iconographie ⍟ Maquettage ⍟ Storyboarding ⍟ Tri de cartes
⍟ Évaluation ⍟ Complétion de phrases ⍟ Courbes d’éva-
luation UX ⍟ Échelles d’utilisabilité ⍟ Échelles UX ⍟ Éva-
luation des émotions ⍟ Évaluation experte ⍟ Inspection
cognitive ⍟ Journal de bord UX ⍟ Test des 5 secondes ⍟
Tests utilisateurs
CodeG14143
ISBN978-2-212-14143-6
« Aucun ouvrage francophone
ne rassemble autant
de savoir-faire ! Simple,
pratique et pédagogique,
c’est LE guide essentiel
de l’UX au quotidien. »
Corinne Leulier,
Psychologue - Ergonome,
directrice UX chez Klee Group
« Ergonomie, psychologie,
ingénierie, design, sociologie,
ethnographie… Ce livre est
une formidable proposition
pragmatique, claire et
actualisée des méthodes pour
la conception et l’évaluation
de l’expérience utilisateur ! »
Julien Kahn,
responsable pôle ergonomie
chez Orange
Chercheur à l’université de Luxembourg,
Carine Lallemand est spécialisée dans les
méthodes de conception et d’évaluation
de l’expérience utilisateur (UX). Impliquée
depuis 2010 dans l’association FLUPA, elle
est également conférencière et enseigne
l’UX design.
Guillaume Gronier est chercheur ergo-
nome au Luxembourg Institute of Science
and Technology. Ses principales activités
portent sur l’amélioration de l’expérience
utilisateur, l’acceptation technologique
et l’implication des utilisateurs dans le
processus de conception. Il est l’un des
fondateurs de l’association FLUPA.
Méthodes de design UX
UX
CarineLallemand
GuillaumeGronierMéthodesdedesignUX
Préface d’Alain Robillard-Bastien
FORMER VICE-
PRESIDENT
CURRENT COUNCIL
MEMBER
RESEARCHER
AT THE UNIVERSITY
OF LUXEMBOURG
@CARILALL

3. 01
WE NEED TO BASE STRATEGIC DECISIONS
ON VALID FINDINGS

4. 01
COLLECTING VALID AND RELIABLE DATA?
—> VALID & RELIABLE —> CONTEXTUALIZED & DYNAMIC
Asking SIRI?
Making a good
guess?
On-site live wind
measurement
Meteorological information
provided by official services

5. How can you safeguard a UX strategy by
ensuring the quality of research
conclusions?

6. Whenever we measure or observe we should be
concerned with whether we are measuring what we
intend to measure or with how our observations are
influenced by the circumstances in which they are made

7. © Adam Cooper (2014)
UNDERSTANDING VALIDITY AND RELIABILITY
Validity: are we measuring what we intend to measure?
Reliability: how stable or constant is our measure?
UX UX UX UX

8. 01
WORLD IA DAY 2016 PRESENTATION TITLE HERE
<STRATEGIC THINKING
>Doing the right things
= Using the right methods
TACTICAL THINKING
Doing things right
= Using the methods right

9. 01
WORLD IA DAY 2016
Some kind of illustration or image?
HEADER OPTION
SUB HEAD OR SHORT DESCRIPTION
Some kind of explanatory text, reference or footnote can go here and wrap to two lines, if needed.
USING THE RIGHT
METHODS
1
© UX Booth (2016)

10. « Strangely, while I find the proposition to consider the experience
before the thing quite a radical change, many practitioners and
academics of HCI happily embrace experience – however, without
changing much in their approach. »
-Prof. Marc Hassenzahl (2013)

11. The nature and complexity of UX involves a deep
change in the methods we use
UX is highly dynamic
The memory of an experience matters more than the
experience itself
UX is highly contextual
UX is holistic1
2
3
4
5 UX is about emotions and psychological needs

12. UX is holistic
Thüring & Mahlke, 2007
A system’s perceived attractiveness is based on the perception of
its pragmatic and hedonic qualities
System
User
Context
Interaction
characteristics
Perception of non-instrumental qualities
Emotions
Perception of instrumental qualities
Components of User Experience
Consequences
overall evaluation,
acceptance, intention to
use, choice of alternatives
1

13. System
User
Context
Interaction
characteristics
Perception of non-instrumental qualities
Emotions
Perception of instrumental qualities
Components of User Experience
Consequences
overall evaluation,
acceptance, intention to
use, choice of alternatives
Usability scales
(SUS, QUIS, SUMI, WAMMI, etc)
established usability questionnaires focus on pragmatic aspects
only… this is not enough!
1
UX is holistic
Thüring & Mahlke, 2007

14. We need to assess both pragmatic and hedonic
perceived qualities of a system
AttrakDiff scale
(Hassenzahl et al., 2003)
User Experience
Questionnaire
(Laugwitz et al., 2008)
meCUE scale
(Minge & Riedel, 2013)
1
Using standardized and validated UX scales

15. The AttrakDiff scale: a standardized UX assessment tool
28 items (word pairs) divided into four subscales:
• Pragmatic qualities
• Hedonic qualities - stimulation
• Hedonic qualities - identification
• Attractiveness
• Single evaluation
• Comparison product A - product B
• Comparison Before - After
An abridged version (10 items)
Portfolio of results (comparison A vs. B)
(Hassenzahl et al., 2003)

16. UX is highly contextual
Context
User System
Social context
Technical context
Temporal context
Task context
Physical context
Time
2

17. user testing in a
controlled
environment
expert evaluation
traditional evaluation methods assess UX in an
artificial environment
Context
User System
Time
2
UX is highly contextual

18. How does UX alter laboratory evaluation?
Study conducted in 2015 (Lallemand et al., 2015)
Experiment involving 70 users, who were asked to
evaluate their UX with two systems
Research objective: assessing the quality and limitations
of « lab testing » for the evaluation of UX.
Results:
- validity of our assessment was limited to only the
pragmatic aspects of the interaction
- significant order effects
- impact of the scenarios of use on the felt experience
- impact of the environment and the lack of ecological
validity
- lack of evaluation of the dynamics of the experience

19. We need to evaluate UX in a natural or realistic setting
Field testing and
observation
"In-sitro" user testing
(Kjeldskov et al., 2004)
Experience sampling
(Csikszentmihalyi , 1990)
2
Ecological validity and the « turn to the wild »

20. Before usage
Anticipated UX
Imagining experience
During usage
Momentary UX
Experiencing
After usage
Episodic UX
Reflecting on an
experience
Over time
Cumulative UX
Recollecting multiple periods
of use
When:
What:
How:
UX White Paper, 2010
There are several time spans of UX
UX starts before the interaction and doesn’t end immediately
after the interaction
UX is highly dynamic
3

21. traditional or psychophysiological evaluation
methods focus on momentary UX… this is
not enough!
UX White Paper, 2010
user testing psychophysiological
measurements
Before usage
Anticipated UX
Imagining experience
During usage
Momentary UX
Experiencing
After usage
Episodic UX
Reflecting on an
experience
Over time
Cumulative UX
Recollecting multiple
periods of use
When:
What:
How:
UX is highly dynamic
3

22. The memory of an experience matters more than the
experience itself
Episodic UX is a reconstruction,
a remembered experience biased by cognitive
processes
The momentary experience is not as important
as the way it is remembered.
It’s the memory of an experience that influences
user’s behavior and the way he talks or
recommends the product to someone
4

23. We need to assess UX across time and to focus
on the memory of experiences
UX Curve
(Kujala et al., 2011)
Diary methods
Retrospective UX assessment
Analytic scale
(Karapanos et al., 2010)
Longitudinal study
3 4

24. The UX Curve method: retrospective UX evaluation
What they will tell you is biased by their memory, it is not similar to how they really felt
What matters is how they remember the experience with your system because they will
behave on this basis.
Unvalid, yet reliable?
performed simply on the basis of whether the starting point of the
curve was higher or lower compared to the end point. For example,
the curve in Fig. 2 was categorized as being improving as its start-
ing point was lower than its ending point, even though the curve
deteriorates in the middle. If the starting and ending points were
at the same level, the curve was categorized as stable. As the curves
were freehand drawings, they were categorized as stable if there
was a very small deviation (less than one millimeter) between
the vertical values of the starting and ending points of the curve.
However, it can be seen from Figs. 3–10 that the categorization
was rather straight-forward to do with the three trend type catego-
ries. The relationships between the curve types and the key
Fig. 4. The deteriorating and stable general UX Curves with user IDs.
Fig. 5. The improving Attractiveness curves with user IDs.
Fig. 7. The improving ease of use curves with user IDs.
Fig. 8. The deteriorating and stable ease of use curves with user IDs.
Fig. 4. The deteriorating and stable general UX Curves with user IDs.
Fig. 5. The improving Attractiveness curves with user IDs.
Fig. 6. The deteriorating and stable Attractiveness curves with user IDs.
Fig. 7. The improving ease of use curves with user IDs.
Fig. 8. The deteriorating and stable ease of use curves with user IDs.
Fig. 9. The improving utility curves with user IDs.
Results: Mean attractiveness curves
8
3.6.2011
Facebook Mobile phoneLong-term UX curves (for a specific UX dimension)
Kujala et al., 2011

25. UX is about emotions and psychological needs
Thinking about the experience first
Designing for emotions and psychological
needs
Using science-based design tools
5

26. Using science-based (yet pragmatic) design tools
5
UX theories as powerful triggers of innovative design ideas
—> Defining your Unique Value Proposition
PLEX Cards
playful experiences
(Lucéro & Arrasvuori, 2010)
Positive Emotional
Granularity Cards
(Yoon, Desmet, & Pohlmeyer, 2013)
UX Cards
psychological needs
(Lallemand et al., 2015)

27. PLEX Cards
playful experiences
(Lucéro & Arrasvuori, 2010)
Positive Emotional
Granularity Cards
(Yoon, Desmet, & Pohlmeyer, 2013)
UX Cards
psychological needs
(Lallemand et al., 2015)
Download them now!
http://uxmind.eu/
portfolio/ux-design-and-
evaluation-cards
www.funkydesignspaces.
com/plex/
www.diopd.org/
emotioncards

28. Established evaluation methods only explore a limited
part of UX
single user testing
sessions
psychophysiological
measurements
expert evaluationusability scales
As we gain a deeper understanding of UX, we have to adapt
the methods we use to ensure validity

29. 01
WORLD IA DAY 2016
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HEADER OPTION
SUB HEAD OR SHORT DESCRIPTION
Some kind of explanatory text, reference or footnote can go here and wrap to two lines, if needed.
USING THE
METHODS RIGHT
2

30. UX RESEARCH METHODS ARE
« Ingredients and Meals Rather Than Recipes »
…just as the quality of what is cooked reflects the quality of its
ingredients, so does the quality of UX work reflect the quality of
resources as configured and combined. Woolrych et al., 2011

31. 01
TARGETING REPRESENTATIVE USERS
THE IMPORTANCE OF SAMPLING

32. 01
SAMPLING: TARGETING THE RIGHT USERS
Making the most out of opportunistic sampling?
Probability sampling: process that gives all the individuals in the population equal
chances of being selected
Opportunistic sampling: the availability of participants guides on-the-spot sampling
decisions
Sample size vary in different research settings. All else being equal, large sized sample
leads to increased precision in estimates of various properties of the population.

33. 01
WHAT ABOUT GUERRILLA RESEARCH?
A reasonable option?
Fast and cheap way to get a certain type of
feedback
• Only for consumer-oriented product
• Testing the understanding of the Value
Proposition or the usability of one specific
feature
Not always ‘better than no research’

34. 01
IDENTIFYING CONFOUNDING VARIABLES
AVOIDING RESEARCH BIASES

35. 01
RESEARCH BIASES A few examples
Selection bias: one relevant group in the population has a higher probability of being
included in the sample.
—> Choosing a random or representative sample
Experimenter / interviewer bias: differential treatment of participants
—> Standardized procedures and instructions.
Expectancy / observer bias: the researcher’s expectations affect the outcome of a study
—> Having independent observers and computing inter-raters agreement
Social desirability bias: the tendency of respondents to answer questions in a manner that
will be viewed favorably by others
—> Careful formulation of questions and items. Use of projective techniques.

36. 01
VALIDITY THROUGH DATA TRIANGULATION
USING MIXED-METHOD

37. 01
COMBINING QUANTITATIVE & QUALITATIVE
Understanding « how » and « why »
Quantitative research methods: rely on using large sample sizes to establish trends and
conclusions.
Qualitative research: appropriate for getting a more in-depth, contextual understanding
of why those trends occur.
The best research strategies incorporate both approaches

38. Profile Unfinished sentence UX dimension
non ebook-
reader
Compared with a paper book, a digital book is… Comparison between products
In my opinion, digital books are addressed to… Identity / product image
I have never read digital books because… Frustrations / Barriers to use
I would read a digital book if… Expectations and needs
I expect a digital book to / that… Expectations and needs
When I read a paper book, I feel… Affects
ebook reader
Compared with a paper book, a digital book is… Comparison between products
The reading experience on a digital book is… Global UX
The problem with ebooks is… Issues and frustrations
What I love about ebooks is… Positive aspects / Appropriation factors
What frustrates me the most with a digital book is… Issues and frustrations
I find that the interface of a digital book is… Specific UX - Interface
I dream of a digital book that… Expectations / Dreams
Ongoing study (Lallemand & Mercier, 2015)
Designing an optimal e-reading experience

39. 01
LIKERT SCALE VS. SENTENCE COMPLETION
On a 7-points Likert scale, how would you rate
your overall e-reading experience? (N = 1284)
Self-reported overall e-reading experience
(7 points Likert scale)
Valence Frequency Percent
Negative 228 17,8 %
Positive 817 63,9 %
Neutral 160 12,5 %
Mixted 74 5,8 %
« The reading experience on a
digital book is… »
Valence analysis of sentence L_SC_2
Ongoing study (Lallemand & Mercier, 2015)
Designing an optimal e-reading experience

40. 01
LIKERT SCALE VS. SENTENCE COMPLETION
The problem with ebooks is…
- the price
- the lack of availability and choice
- the absence of a sensual experience (feeling the
paper in one’s hands)
- the navigation and information architecture
- the battery / the need for a network connexion
- their bad quality
- the impossibility to lend the book to a friend
- DRM (digital rights management)
- the bad reading experience
- the screen and visual fatigue
- it is dematerialized
- …
that you don’t see what people are reading
because you don’t see the book cover…
you can't skim or flip through easily
I’m not able to physically track my
progress in the book
Designing an optimal e-reading experience
Ongoing study (Lallemand & Mercier, 2015)

41. 01
VALIDITY & RIGOR, YET SCALED TO THE NEED
Basing strategic decisions on valid findings
Rigor should be proportional to the risk
Catching up on emerging research and using freely available valid
yet lightweight UX methods developed in Academia
Rethinking your Unique Value Proposition thanks to UX theories

42. THANK YOU FOR YOUR ATTENTION
Dr. Carine Lallemand
Twitter @carilall http://uxmind.eu

43. 01
REFERENCES
• Csikszentmihalyi, M. (1990). Flow. The psychology of optimal experience, Harper and Row.
• Hassenzahl, Marc (2013): User Experience and Experience Design. In: Soegaard, Mads and Dam, Rikke Friis (eds.). "The Encyclopedia of
Human-Computer Interaction, 2nd Ed.". Aarhus, Denmark: The Interaction Design Foundation.
• Hassenzahl, M., Burmester, M., & Koller, F. (2003). AttrakDiff : Ein Fragebogen zur Mes- sung wahrgenommener hedonischer und pragmatischer
Qualität. In J. Ziegler & G. Szwillus (Eds.) Mensch & Computer 2003. Interaktion in Bewegung, 187–196. Stuttgart: B.G. Teubner.
• Kahneman, D., et al., (2004). A survey method for characterizing daily life experience: The Day Reconstruction Method, Science, CCCVI(5), 702.
• Karapanos, E., Martens, J.-B., & Hassenzahl, M. (2010). On the Retrospective Assessment of Users’ Experiences Over Time : Memory or Actuality
? Proc. of CHI 2010, 2689-2698.
• Kjeldskov, J., & Skov, M.B. (2007). Studying Usability In Sitro : Simulating Real World Phenomena in Controlled Environments. International Journal
of Human-Computer Interac- tion, 22(1-2), 7–36.
• Kujala,S., Roto,V., Väänänen-Vainio-Mattila,K., Karapanos,E., &Sinnelä,A. (2011). UX Curve: A method for evaluating long-term user experience.
Interacting with Computers, 23, 473-483.
• Lallemand, C. (2015). Towards Consolidated Methods for the Design and Evaluation of User Experience. (Doctoral dissertation). University of
Luxembourg. https://publications.uni.lu/handle/10993/21463
• Laugwitz, B, Held, T., & Schrepp, M. (2008). Construction and evaluation of a user expe- rience questionnaire. In A. Holzinger (Ed.) USAB 2008,
LNCS 5298. Berlin: Springer Verlag.
• Lucero, A., & Arrasvuori. J. (2010) PLEX Cards : a source of inspiration when designing for playfulness. Proc. of Fun and Games 2010. New York,
USA: ACM, 28-37.

44. 01
REFERENCES
• Minge, M., & Riedel, L. (2013). meCUE – Ein modularer Fragebogen zur Erfassung des Nutzungserlebens. Presented at Mensch und Computer
2013, Bremen.
• Roto, V., Law, E., Vermeeren, A., & Hoonhout, J. (2011) User Experience White Paper: Bringing clarity to the concept of user experience. Result
from Dagstuhl Seminar on Demar- cating User Experience, Finland.
• Thüring, M., & Mahlke, S. (2007). Usability, aesthetics and emotions in human-technology interaction. International Journal of Psychology, 42(4),
253-264.
• Yoon, J., Desmet, P. M. A., & Pohlmeyer, A. E. (2013). Embodied Typology of Positive Emotions: The Development of a Tool to Facilitate Emotional
Granularity in Design (pp. 1195–1206). Presented at the 5th International Congress of International Association of Sciences of Design Research,
Tokyo, Japan.
• Woolrych, A., Hornbæk, K., Frøkjær, E. & Cockton, G. (2011). “Ingredients and meals rather than recipes : a proposal for research that does not
treat usability evaluation methods as indivisible wholes”. International Journal of Human-Computer Interaction, 27(10), 940-970
• Adam Cooper, Cetis Blog 2014 - http://blogs.cetis.org.uk/
• http://www.uxbooth.com/articles/complete-beginners-guide-to-design-research/
Download the UX Cards : http://uxmind.eu/portfolio/ux-design-and-evaluation-cards
Download the PLEX Cards : http://www.funkydesignspaces.com/plex/
Download the Positive Emotional Granularity Cards : www.diopd.org/emotioncards