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Usability Testing
The Backbone of
UX Research
Danielle Cooley
09 October 2018
2
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
Evaluating a product or
service by testing it with
representative users.
3
Usability
Testing
Participants will
try to complete
tasks while
observers watch,
listen, and take
notes.
Goals:
• identify any usability
problems
• collect qualitative and
quantitative data
• and determine the
participant’s satisfaction
with the product
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
4
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
5
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
6
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
7
8
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
9
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
Confirmation Bias
Tendency of people to seek or
believe information that
confirms their existing beliefs.
10
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
Acquiescence Bias
Participants agree to whatever the interviewer
presents to them in order to:
• be liked
• pass the “test”
• earn their stipend.
“This was
really easy.”
“I understood
that clearly.”
“10 our of 10!”
“When can I
buy this?!”
11
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
Central Tendency Bias
People are hesitant to
commit to extreme positions.
12
(Find me later if you want
to talk about all of the other
problems with this survey.)
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
Social Desirability Bias
People lie when you ask
them about sensitive topics:
• sexual habits
• drug, alcohol, or tobacco
use
13
… and not-so-sensitive
topics:
• internet/phone use
• exercise & eating
habits
• compliance with rules
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
Hawthorne Effect
When people know they are
being observed, their
behavior changes.
Additional observers
magnify this effect.
14
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
Evaluator Effect
Different evaluators find
different issues.
15
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
Selection Bias
Those who
participate in a
research activity are
relevantly different
from those who
choose not to or are
unable to
participate.
16
17
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
18https://www.userfocus.co.uk/articles/usability_test_plan_dashboard.html
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
19https://www.userfocus.co.uk/articles/usability_test_plan_dashboard.html
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
Product
Prototype
Subsection
Specific feature
20https://www.userfocus.co.uk/articles/usability_test_plan_dashboard.html
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
Justification for
business stakeholders.
21
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
22https://www.userfocus.co.uk/articles/usability_test_plan_dashboard.html
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
Determining the
Research Questions
How well or poorly do
people understand
Feature X?
Which elements of the
checkout process are
confusing?
How frustrated do people
feel after interacting with
this product?
Do people understand the
different pricing options?
What questions do users
still have after reading
about the app?
23https://www.userfocus.co.uk/articles/usability_test_plan_dashboard.html
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
• REPRESENTATIVE users
• Recruit for diversity
• Age
• Gender
• Race
• 5-8 per user type for qualitative
usability testing
• Disability
• Education
• Geography
Use “near
users” only
as a last
resort!
24https://www.userfocus.co.uk/articles/usability_test_plan_dashboard.html
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
Testing
• Participant hardware
• Participant software
Observation
• Extra monitors
• Screenshare software
• Notetaking tools
Recording
• Cameras
• Microphones
• Screen recording software
• Storage hardware
25https://www.userfocus.co.uk/articles/usability_test_plan_dashboard.html
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
But also:
• Timing & order
• Stress cases
• Uncertainty
Most Frequent
Most Profitable
Strategically Important
Watch thetask phrasing!
26https://www.userfocus.co.uk/articles/usability_test_plan_dashboard.html
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
• Recruiter
• Greeter
• Moderator
• Notetaker
• Videographer
• Stakeholder wrangler
• Findings analysts
• Consider stress cases
27https://www.userfocus.co.uk/articles/usability_test_plan_dashboard.html
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
Testing
Where
- research facility
- conference room
- remote (URL)
- remote observation?
When
- date(s) and times
- specify time zone
Reporting
Where
- conference room
- remote (URL)
- storage of report
When
- date(s) and time(s)
28https://www.userfocus.co.uk/articles/usability_test_plan_dashboard.html
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
• Greetings
• Refreshments
• Nondisclosure
• Recording consent
• SUS
• UEQ
• NPS
Review issues and
questionnaire
responses
Friendly chatter;
relevant
background
WATCH
and
LISTEN
29
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
http://bit.ly/EditableUsabilityTestingDashboard
30
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
Do a
dry run
!!!
31
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
32
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
#NotALawyer
Know the law
Geographically and
situationally dependent.
Special
considerations
for children and
some other
populations.
33
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
Informed Consent
Participants get all
information in a form
they can understand.
• Purpose of research
• Right to decline/withdraw
• Risks/discomfort to them
• Benefits to participant
• Limits of confidentiality
• Incentives
• Contact information for
follow-up questions
34
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
Confidentiality and
privacy
• Preserve anonymity
• Never use surnames
(in session or report)
• Blur faces if necessary
• Honor agreements re: video
and data distribution
• Take practical security
measures with recruiting
and payment information
and stored recordings
35
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
Participant comfort
Physical and
emotional
36
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
37
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
If you’re
talking
you can’t
be listening
38
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
39
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
40
Confirmation Bias
Tendency of people to seek or
believe information that
confirms their existing beliefs.
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
Recruiting
• choosing highly
experienced participants
Tasks
• easy tasks
• no stress cases
• leading phrasing
Observation
• selective listening
• downplaying or dismissing
issues
41
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
Acquiescence Bias
Participants agree to whatever the interviewer
presents to them in order to:
• be liked
• pass the “test”
• earn their stipend
Self-blame
High rating scores
You can pay
them first!
42
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
Central Tendency Bias
People are hesitant to
commit to extreme positions.
1 2 3 4 5
1 2 3 4 5 6 7
rating scales
comments
43
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
Social Desirability Bias
People lie when you ask
them about sensitive topics:
• sexual habits
• drug, alcohol, or tobacco
use
44
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
Hawthorne Effect
When people know they are
being observed, their
behavior changes.
• Hide observers in a separate room
• Downplay their numbers
• but still must disclose
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
Evaluator Effect
Different evaluators find
different issues.
45
Use multiple evaluators.
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
Selection Bias
Those who
participate in a
research activity are
relevantly different
from those who
choose not to or are
unable to
participate.
46
47
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
danielle@dgcooley.com dgcooley.com
Workshops
48
Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
Research Design Evaluation

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Usability Testing: Backbone of UX Research - DevUp2018

  • 1. Usability Testing The Backbone of UX Research Danielle Cooley 09 October 2018
  • 2. 2
  • 3. Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 Evaluating a product or service by testing it with representative users. 3 Usability Testing
  • 4. Participants will try to complete tasks while observers watch, listen, and take notes. Goals: • identify any usability problems • collect qualitative and quantitative data • and determine the participant’s satisfaction with the product Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 4
  • 5. Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 5
  • 6. Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 6
  • 7. Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 7
  • 8. 8 Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
  • 9. Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 9
  • 10. Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 Confirmation Bias Tendency of people to seek or believe information that confirms their existing beliefs. 10
  • 11. Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 Acquiescence Bias Participants agree to whatever the interviewer presents to them in order to: • be liked • pass the “test” • earn their stipend. “This was really easy.” “I understood that clearly.” “10 our of 10!” “When can I buy this?!” 11
  • 12. Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 Central Tendency Bias People are hesitant to commit to extreme positions. 12 (Find me later if you want to talk about all of the other problems with this survey.)
  • 13. Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 Social Desirability Bias People lie when you ask them about sensitive topics: • sexual habits • drug, alcohol, or tobacco use 13 … and not-so-sensitive topics: • internet/phone use • exercise & eating habits • compliance with rules
  • 14. Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 Hawthorne Effect When people know they are being observed, their behavior changes. Additional observers magnify this effect. 14
  • 15. Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 Evaluator Effect Different evaluators find different issues. 15
  • 16. Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 Selection Bias Those who participate in a research activity are relevantly different from those who choose not to or are unable to participate. 16
  • 17. 17 Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
  • 18. 18https://www.userfocus.co.uk/articles/usability_test_plan_dashboard.html Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
  • 19. 19https://www.userfocus.co.uk/articles/usability_test_plan_dashboard.html Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 Product Prototype Subsection Specific feature
  • 20. 20https://www.userfocus.co.uk/articles/usability_test_plan_dashboard.html Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 Justification for business stakeholders.
  • 21. 21 Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
  • 22. 22https://www.userfocus.co.uk/articles/usability_test_plan_dashboard.html Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 Determining the Research Questions How well or poorly do people understand Feature X? Which elements of the checkout process are confusing? How frustrated do people feel after interacting with this product? Do people understand the different pricing options? What questions do users still have after reading about the app?
  • 23. 23https://www.userfocus.co.uk/articles/usability_test_plan_dashboard.html Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 • REPRESENTATIVE users • Recruit for diversity • Age • Gender • Race • 5-8 per user type for qualitative usability testing • Disability • Education • Geography Use “near users” only as a last resort!
  • 24. 24https://www.userfocus.co.uk/articles/usability_test_plan_dashboard.html Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 Testing • Participant hardware • Participant software Observation • Extra monitors • Screenshare software • Notetaking tools Recording • Cameras • Microphones • Screen recording software • Storage hardware
  • 25. 25https://www.userfocus.co.uk/articles/usability_test_plan_dashboard.html Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 But also: • Timing & order • Stress cases • Uncertainty Most Frequent Most Profitable Strategically Important Watch thetask phrasing!
  • 26. 26https://www.userfocus.co.uk/articles/usability_test_plan_dashboard.html Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 • Recruiter • Greeter • Moderator • Notetaker • Videographer • Stakeholder wrangler • Findings analysts • Consider stress cases
  • 27. 27https://www.userfocus.co.uk/articles/usability_test_plan_dashboard.html Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 Testing Where - research facility - conference room - remote (URL) - remote observation? When - date(s) and times - specify time zone Reporting Where - conference room - remote (URL) - storage of report When - date(s) and time(s)
  • 28. 28https://www.userfocus.co.uk/articles/usability_test_plan_dashboard.html Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 • Greetings • Refreshments • Nondisclosure • Recording consent • SUS • UEQ • NPS Review issues and questionnaire responses Friendly chatter; relevant background WATCH and LISTEN
  • 29. 29 Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 http://bit.ly/EditableUsabilityTestingDashboard
  • 30. 30 Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 Do a dry run !!!
  • 31. 31 Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
  • 32. 32 Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 #NotALawyer Know the law Geographically and situationally dependent. Special considerations for children and some other populations.
  • 33. 33 Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 Informed Consent Participants get all information in a form they can understand. • Purpose of research • Right to decline/withdraw • Risks/discomfort to them • Benefits to participant • Limits of confidentiality • Incentives • Contact information for follow-up questions
  • 34. 34 Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 Confidentiality and privacy • Preserve anonymity • Never use surnames (in session or report) • Blur faces if necessary • Honor agreements re: video and data distribution • Take practical security measures with recruiting and payment information and stored recordings
  • 35. 35 Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 Participant comfort Physical and emotional
  • 36. 36 Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
  • 37. 37 Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 If you’re talking you can’t be listening
  • 38. 38 Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
  • 39. 39 Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018
  • 40. 40 Confirmation Bias Tendency of people to seek or believe information that confirms their existing beliefs. Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 Recruiting • choosing highly experienced participants Tasks • easy tasks • no stress cases • leading phrasing Observation • selective listening • downplaying or dismissing issues
  • 41. 41 Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 Acquiescence Bias Participants agree to whatever the interviewer presents to them in order to: • be liked • pass the “test” • earn their stipend Self-blame High rating scores You can pay them first!
  • 42. 42 Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 Central Tendency Bias People are hesitant to commit to extreme positions. 1 2 3 4 5 1 2 3 4 5 6 7 rating scales comments
  • 43. 43 Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 Social Desirability Bias People lie when you ask them about sensitive topics: • sexual habits • drug, alcohol, or tobacco use
  • 44. 44 Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 Hawthorne Effect When people know they are being observed, their behavior changes. • Hide observers in a separate room • Downplay their numbers • but still must disclose
  • 45. Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 Evaluator Effect Different evaluators find different issues. 45 Use multiple evaluators.
  • 46. Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 Selection Bias Those who participate in a research activity are relevantly different from those who choose not to or are unable to participate. 46
  • 47. 47 Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 danielle@dgcooley.com dgcooley.com
  • 48. Workshops 48 Usability Testing: The Backbone of UX Research | 09 October 2018 | @dgcooley | #devup2018 Research Design Evaluation