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Usability Testing –
                                   a practical guide
August 2011


Chris Rourke
Managing Director
User Vision
@crourke @uservision

                       Please note- presentation contents copyright User Vision
What is Usability
Effectiveness – Can they reach their goals
   find what they are looking for
   do what they want to do?         “The effectiveness, efficiency
                                     and satisfaction with which
Efficiency – How fast
                                     specified users achieve specified
   number of errors                 goals in particular
                                     environments”
   amount of effort
                                                         ISO 13407 – User Centred
   number of steps?                         Design Process for Interactive Systems


Satisfaction – Was it a good/bad experience?
   Do it again?
   Recommend to others?
 | 2
Another definition of Usability
Here is a development lifecycle definition, instead of a user outcome
based one:
   “Usability is an approach to product development that incorporates
        direct user feedback throughout the development cycle in order to
        reduce costs and create products and tools that meet user needs.”
                                                                    Usability Professional’s Association




 || 3
    3                  Chris Rourke Managing Director User Vision
Usability Activities:
Potential Usability Activities during Development
Planning: Cost-benefit analysis, method selection, goal setting
   User / Task / Environment profiles

              ‘Competitor’ usability benchmark
                          Scenario creation, Personas, release criteria, usability metrics
                                  Style guide
                                             Information architecture
                                                         Prototype design
                                                                   Usability inspection
                                                                             Usability testing
                                                                                       User feedback, site
                                                                                          modifications

        Requirements           Design            Build             Test                      Implement


              Feedback                           Design Iteration


  | 4
Usability Activities: Usability Testing

User Testing
  Involves picking important tasks and watching quietly as
        people (usually struggle to) try to do them
  Test plan design, task scenarios and accurate subject
        recruitment are all critical
It is NOT:                                      “People will gladly waste a
                                                million dollars on their fancy
  Link, load or code testing                   design and not spend $4000 to
                                                see if it works”
  Online surveys or focus groups                         1997, Jakob Nielsen

  Having friends view your pages on their computers
  As effective when tested by the same people who

 || 5
    5
        designed the site
Usability Activities: Usability Testing Essentials

   Recruit the right users who fit your profile
   Design the test to address typical tasks and those that
        are most important for your success
   Decide your metrics to track e.g. success, difficulty
   Use the ‘think out loud’ method
   Observe and listen to subjects, don’t help them, but
        probe them where necessary to get them to talk
   Pilot test if possible




 || 6
    6
Exercise: Creating a Task Scenario
Create a Task Scenario for your site, noting:
  Scenarios should describe the task in a way that takes
       some of the artificiality out of the test
A good scenario                                    You and your partner are
                                                   interested in applying for a
  Is written in the user’s words,                 joint current account. You
       not the product’s                           want to transfer the
  Is short and unambiguous                        balance of your existing
                                                   account and you want to
  Gives participants enough                       pay both your salaries
       information to do task                      directly into this new
                                                   account. *
  Is directly linked to your most                 Apply for this account.
       important tasks and concerns
|| 7
   7
Usability Testing: Measuring Usability

               Usability Impact              Service Delivery Impact         Severity of Change Impact

High (H)       Prevents the user from        Prevents a service being        Changes needed in the
               completing their task         delivered, or causes            Business process, or database
                                             reputational damage, or         structure, or application logic, or
                                             excludes major user groups      organisation culture or similar
                                             or invalidates campaign         major change
                                             messages
Medium (M) Significantly delays or           Service or message is only      Web page structure, style,
               confuses the user or causes   partially delivered, or take-   graphical, or similar
               a significant error           up is reduced                   presentation layer change

Low (L)        Makes the user hesitate or    Slightly degrades service       Editorial content change
               think or a minor error        quality

Positive (P)   Elegant feature that helps    Elegant feature that helps      No change required
               the user                      users

  | 8
Usability Activities: When to Usability Test

 Wireframe – Test the information architecture, labelling
       and navigation hierarchies
 Early Stage Prototype – Test critical user tasks, identify
       where task flows are not aligned with user’s mental map
 Late stage prototype – Test critical user tasks, evaluate
       earlier fixes for improved performance and document new
       issues
 Launch – Usability testing in production environment




|| 9
   9
Usability Activities: Time vs. Impact on Design

                         Usability’s biggest impact is early in the
                         development process, due to the ability to
                         make changes at minimal resource cost


Impact
  on
Design




           Early Development          Prototype                 Production
                                        Time                                 10
   || 10
      10
Usability Testing Early
Card sorting
Paper prototyping




 || 11
    11
Usability Activities: Testing Facilities
 We have sophisticated and flexible
testing suites, but simple labs are fine,
basic equipment includes:
                                Usability Lab
  Computer
  2 chairs
  Camcorder & tripod

                                Focus Group Room




 || 12
    12
                                Interactive Lounge
Usability testing - its not just for the lab anymore
 “People will gladly waste a million dollars on their fancy design and not spend $4000 to
                                      see if it works”
                                       Jakob Nielsen




Lab-based testing               Paper prototype                         Eye tracking
                                testing




                              Remote moderated testing
Being remote

                                                                        True Intent &
                                              Online Survey                Remote
                                  Large
                                                                       unmoderated
                                                                      usability testing

                        Sample Size



                                              Focus Group               Usability Lab
                                  Small




          Remote card
          sorting                         Market Research                    Full User Experience
                                            (attitudes)                     (attitudes & behaviour)



                                                            Research type


                                                        Remote
                                                        unmoderated testing
               Remote                                   & True Intent
               category
               testing
Eye tracking testing
An eye tracker is a device for measuring eye
positions and eye movements
Allows testers to determine eye movement and
eye-fixation patterns of a person. Find out:
  which aspects of your product caught attention
  which get ignored.
The heat map is very useful in gathering insight
into a group of users
A gaze plot shows the individual gaze movements
and shows the order and path a user looked.

 || 15
    15
Good Luck!!
 Chris@uservision.co.uk
 Twitter @crourke    @uservision
 London: 020 7917 1840
 Edinburgh: 0131 225 0850
 www.uservision.co.uk




| 16

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User Testing talk by Chris Rourke of User Vision

  • 1. Usability Testing – a practical guide August 2011 Chris Rourke Managing Director User Vision @crourke @uservision Please note- presentation contents copyright User Vision
  • 2. What is Usability Effectiveness – Can they reach their goals  find what they are looking for  do what they want to do? “The effectiveness, efficiency and satisfaction with which Efficiency – How fast specified users achieve specified  number of errors goals in particular environments”  amount of effort ISO 13407 – User Centred  number of steps? Design Process for Interactive Systems Satisfaction – Was it a good/bad experience?  Do it again?  Recommend to others? | 2
  • 3. Another definition of Usability Here is a development lifecycle definition, instead of a user outcome based one:  “Usability is an approach to product development that incorporates direct user feedback throughout the development cycle in order to reduce costs and create products and tools that meet user needs.” Usability Professional’s Association || 3 3 Chris Rourke Managing Director User Vision
  • 4. Usability Activities: Potential Usability Activities during Development Planning: Cost-benefit analysis, method selection, goal setting User / Task / Environment profiles ‘Competitor’ usability benchmark Scenario creation, Personas, release criteria, usability metrics Style guide Information architecture Prototype design Usability inspection Usability testing User feedback, site modifications Requirements Design Build Test Implement Feedback Design Iteration | 4
  • 5. Usability Activities: Usability Testing User Testing  Involves picking important tasks and watching quietly as people (usually struggle to) try to do them  Test plan design, task scenarios and accurate subject recruitment are all critical It is NOT: “People will gladly waste a million dollars on their fancy  Link, load or code testing design and not spend $4000 to see if it works”  Online surveys or focus groups 1997, Jakob Nielsen  Having friends view your pages on their computers  As effective when tested by the same people who || 5 5 designed the site
  • 6. Usability Activities: Usability Testing Essentials  Recruit the right users who fit your profile  Design the test to address typical tasks and those that are most important for your success  Decide your metrics to track e.g. success, difficulty  Use the ‘think out loud’ method  Observe and listen to subjects, don’t help them, but probe them where necessary to get them to talk  Pilot test if possible || 6 6
  • 7. Exercise: Creating a Task Scenario Create a Task Scenario for your site, noting:  Scenarios should describe the task in a way that takes some of the artificiality out of the test A good scenario You and your partner are interested in applying for a  Is written in the user’s words, joint current account. You not the product’s want to transfer the  Is short and unambiguous balance of your existing account and you want to  Gives participants enough pay both your salaries information to do task directly into this new account. *  Is directly linked to your most Apply for this account. important tasks and concerns || 7 7
  • 8. Usability Testing: Measuring Usability Usability Impact Service Delivery Impact Severity of Change Impact High (H) Prevents the user from Prevents a service being Changes needed in the completing their task delivered, or causes Business process, or database reputational damage, or structure, or application logic, or excludes major user groups organisation culture or similar or invalidates campaign major change messages Medium (M) Significantly delays or Service or message is only Web page structure, style, confuses the user or causes partially delivered, or take- graphical, or similar a significant error up is reduced presentation layer change Low (L) Makes the user hesitate or Slightly degrades service Editorial content change think or a minor error quality Positive (P) Elegant feature that helps Elegant feature that helps No change required the user users | 8
  • 9. Usability Activities: When to Usability Test  Wireframe – Test the information architecture, labelling and navigation hierarchies  Early Stage Prototype – Test critical user tasks, identify where task flows are not aligned with user’s mental map  Late stage prototype – Test critical user tasks, evaluate earlier fixes for improved performance and document new issues  Launch – Usability testing in production environment || 9 9
  • 10. Usability Activities: Time vs. Impact on Design Usability’s biggest impact is early in the development process, due to the ability to make changes at minimal resource cost Impact on Design Early Development Prototype Production Time 10 || 10 10
  • 11. Usability Testing Early Card sorting Paper prototyping || 11 11
  • 12. Usability Activities: Testing Facilities We have sophisticated and flexible testing suites, but simple labs are fine, basic equipment includes: Usability Lab  Computer  2 chairs  Camcorder & tripod Focus Group Room || 12 12 Interactive Lounge
  • 13. Usability testing - its not just for the lab anymore “People will gladly waste a million dollars on their fancy design and not spend $4000 to see if it works” Jakob Nielsen Lab-based testing Paper prototype Eye tracking testing Remote moderated testing
  • 14. Being remote True Intent & Online Survey Remote Large unmoderated usability testing Sample Size Focus Group Usability Lab Small Remote card sorting Market Research Full User Experience (attitudes) (attitudes & behaviour) Research type Remote unmoderated testing Remote & True Intent category testing
  • 15. Eye tracking testing An eye tracker is a device for measuring eye positions and eye movements Allows testers to determine eye movement and eye-fixation patterns of a person. Find out:  which aspects of your product caught attention  which get ignored. The heat map is very useful in gathering insight into a group of users A gaze plot shows the individual gaze movements and shows the order and path a user looked. || 15 15
  • 16. Good Luck!! Chris@uservision.co.uk Twitter @crourke @uservision London: 020 7917 1840 Edinburgh: 0131 225 0850 www.uservision.co.uk | 16