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Chapter 14
Evaluation Studies:
From Controlled to Natural Settings
The aims:
• Explain how to do usability testing
• Outline the basics of experimental
design
• Describe how to do field studies
www.id-book.com 2
Usability testing
• Involves recording performance of typical users
doing typical tasks.
• Controlled settings.
• Users are observed and timed.
• Data is recorded on video & key presses are
logged.
• The data is used to calculate performance times,
and to identify & explain errors.
• User satisfaction is evaluated using
questionnaires & interviews.
• Field observations may be used to provide
contextual understanding.
www.id-book.com 3
Experiments & usability testing
• Experiments test hypotheses to discover new
knowledge by investigating the relationship
between two or more variables.
• Usability testing is applied experimentation.
• Developers check that the system is usable by the
intended user population for their tasks.
www.id-book.com 4
Usability testing & research
Usability testing
• Improve products
• Few participants
• Results inform design
• Usually not completely
replicable
• Conditions controlled as
much as possible
• Procedure planned
• Results reported to
developers
Experiments for research
• Discover knowledge
• Many participants
• Results validated
statistically
• Must be replicable
• Strongly controlled
conditions
• Experimental design
• Scientific report to
scientific community
www.id-book.com 5
Usability testing
• Goals & questions focus on how well users
perform tasks with the product.
• Comparison of products or prototypes is
common.
• Focus is on time to complete task & number &
type of errors.
• Data collected by video & interaction logging.
• Testing is central.
• User satisfaction questionnaires & interviews
provide data about users’ opinions.
www.id-book.com 6
Testing conditions
• Usability lab or other controlled space.
• Emphasis on:
– selecting representative users;
– developing representative tasks.
• 5-10 users typically selected.
• Tasks usually around 30 minutes
• Test conditions are the same for every
participant.
• Informed consent form explains procedures and
deals with ethical issues.
www.id-book.com 7
Types of data
 Time to complete a task.
 Time to complete a task after a specified time away
from the product.
 Number and type of errors per task.
 Number of errors per unit of time.
 Number of times online help and manuals accessed.
 Number of users making an error.
 Number of users successfully completing a task.
www.id-book.com 8
How many participants is enough
for user testing?
• The number is a practical issue.
• Depends on:
– schedule for testing;
– availability of participants;
– cost of running tests.
• Typically 5-10 participants.
• Some experts argue that testing should
continue until no new insights are gained.
www.id-book.com 9
Usability lab with observers
watching a user & assistant
www.id-book.com 10
Portable equipment for use in the
field
www.id-book.com 11
Portable equipment for use in the
field
www.id-book.com 12
Mobile head-mounted eye tracker
www.id-book.com 13
Usability testing the iPad
• 7 participants with 3+ months experience with iPhones
• Signed an informed consent form explaining:
– what the participant would be asked to do;
– the length of time needed for the study;
– the compensation that would be offered for participating;
– participants’ right to withdraw from the study at any time;
– a promise that the person’s identity would not be disclosed; and
– an agreement that the data collected would be confidential and
would be available to only the evaluators
• Then they were asked to explore the iPad
• Next they were asked to perform randomly assigned specified
tasks
www.id-book.com 14
Examples of the tasks
www.id-book.com 15
Example of the equipment
www.id-book.com 16
Problems and actions
• Problems detected:
– Accessing the Web was difficult
– Lack of affordance and feedback
– Getting lost
– Knowing where to tap
• Actions by evaluators:
– Reported to developers
– Made available to public on nngroup.com
• Accessibility for all users important
www.id-book.com 17
Experiments
• Test hypothesis
• Predict the relationship between two or
more variables.
• Independent variable is manipulated by the
researcher.
• Dependent variable influenced by the
independent variable.
• Typical experimental designs have one or
two independent variables.
• Validated statistically & replicable.
www.id-book.com 18
Experimental designs
• Different participants - single group of
participants is allocated randomly to the
experimental conditions.
• Same participants - all participants appear
in both conditions.
• Matched participants - participants are
matched in pairs, e.g., based on expertise,
gender, etc.
www.id-book.com 19
Different, same, matched
participant design
Design Advantages Disadvantages
Different No order effects Many subjects &
individual differences a
problem
Same Few individuals, no
individual differences
Counter-balancing
needed because of
ordering effects
Matched Same as different
participants but
individual differences
reduced
Cannot be sure of
perfect matching on all
differences
www.id-book.com 20
Field studies
• Field studies are done in natural settings.
• “In the wild” is a term for prototypes being used
freely in natural settings.
• Aim to understand what users do naturally and
how technology impacts them.
• Field studies are used in product design to:
– identify opportunities for new technology;
– determine design requirements;
– decide how best to introduce new technology;
– evaluate technology in use.
www.id-book.com 21
Technology for context-aware field
data collection
www.id-book.com 22
An in the wild study:
UbiFit Garden
www.id-book.com 23
Data collection & analysis
• Observation & interviews
– Notes, pictures, recordings
– Video
– Logging
• Analyzes
– Categorized
– Categories can be provided by theory
• Grounded theory
• Activity theory
www.id-book.com 24
Data presentation
• The aim is to show how the products are
being appropriated and integrated into
their surroundings.
• Typical presentation forms include:
– Vignettes,
– Excerpts,
– Critical incidents,
– Patterns, and narratives.
www.id-book.com 25
Key points
• Usability testing takes place in controlled usability labs or temporary labs.
• Usability testing focuses on performance measures, eg. how long and how many errors
are made when completing a set of predefined tasks. Indirect observation (video and
keystroke logging), user satisfaction questionnaires and interviews are also collected.
• Affordable, remote testing systems are more portable than usability labs. Many also
contain mobile eye-tracking and other devices.
• Experiments test a hypothesis by manipulating certain variables while keeping others
constant.
• The experimenter controls independent variable(s) in order to measure dependent
variable(s).
• Field studies are evaluation studies that are carried out in natural settings to discover
how people interact with technology in the real world.
• Field studies that involve the deployment of prototypes or technologies in natural settings
may also be referred to as ‘in the wild’.
• Sometimes the findings of a field study are unexpected, especially for in the wild studies
in which explore how novel technologies are used by participants in their own homes,
places of work, or outside.
www.id-book.com 26

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CIS375 Interaction Designs Chapter14

  • 1. Chapter 14 Evaluation Studies: From Controlled to Natural Settings
  • 2. The aims: • Explain how to do usability testing • Outline the basics of experimental design • Describe how to do field studies www.id-book.com 2
  • 3. Usability testing • Involves recording performance of typical users doing typical tasks. • Controlled settings. • Users are observed and timed. • Data is recorded on video & key presses are logged. • The data is used to calculate performance times, and to identify & explain errors. • User satisfaction is evaluated using questionnaires & interviews. • Field observations may be used to provide contextual understanding. www.id-book.com 3
  • 4. Experiments & usability testing • Experiments test hypotheses to discover new knowledge by investigating the relationship between two or more variables. • Usability testing is applied experimentation. • Developers check that the system is usable by the intended user population for their tasks. www.id-book.com 4
  • 5. Usability testing & research Usability testing • Improve products • Few participants • Results inform design • Usually not completely replicable • Conditions controlled as much as possible • Procedure planned • Results reported to developers Experiments for research • Discover knowledge • Many participants • Results validated statistically • Must be replicable • Strongly controlled conditions • Experimental design • Scientific report to scientific community www.id-book.com 5
  • 6. Usability testing • Goals & questions focus on how well users perform tasks with the product. • Comparison of products or prototypes is common. • Focus is on time to complete task & number & type of errors. • Data collected by video & interaction logging. • Testing is central. • User satisfaction questionnaires & interviews provide data about users’ opinions. www.id-book.com 6
  • 7. Testing conditions • Usability lab or other controlled space. • Emphasis on: – selecting representative users; – developing representative tasks. • 5-10 users typically selected. • Tasks usually around 30 minutes • Test conditions are the same for every participant. • Informed consent form explains procedures and deals with ethical issues. www.id-book.com 7
  • 8. Types of data  Time to complete a task.  Time to complete a task after a specified time away from the product.  Number and type of errors per task.  Number of errors per unit of time.  Number of times online help and manuals accessed.  Number of users making an error.  Number of users successfully completing a task. www.id-book.com 8
  • 9. How many participants is enough for user testing? • The number is a practical issue. • Depends on: – schedule for testing; – availability of participants; – cost of running tests. • Typically 5-10 participants. • Some experts argue that testing should continue until no new insights are gained. www.id-book.com 9
  • 10. Usability lab with observers watching a user & assistant www.id-book.com 10
  • 11. Portable equipment for use in the field www.id-book.com 11
  • 12. Portable equipment for use in the field www.id-book.com 12
  • 13. Mobile head-mounted eye tracker www.id-book.com 13
  • 14. Usability testing the iPad • 7 participants with 3+ months experience with iPhones • Signed an informed consent form explaining: – what the participant would be asked to do; – the length of time needed for the study; – the compensation that would be offered for participating; – participants’ right to withdraw from the study at any time; – a promise that the person’s identity would not be disclosed; and – an agreement that the data collected would be confidential and would be available to only the evaluators • Then they were asked to explore the iPad • Next they were asked to perform randomly assigned specified tasks www.id-book.com 14
  • 15. Examples of the tasks www.id-book.com 15
  • 16. Example of the equipment www.id-book.com 16
  • 17. Problems and actions • Problems detected: – Accessing the Web was difficult – Lack of affordance and feedback – Getting lost – Knowing where to tap • Actions by evaluators: – Reported to developers – Made available to public on nngroup.com • Accessibility for all users important www.id-book.com 17
  • 18. Experiments • Test hypothesis • Predict the relationship between two or more variables. • Independent variable is manipulated by the researcher. • Dependent variable influenced by the independent variable. • Typical experimental designs have one or two independent variables. • Validated statistically & replicable. www.id-book.com 18
  • 19. Experimental designs • Different participants - single group of participants is allocated randomly to the experimental conditions. • Same participants - all participants appear in both conditions. • Matched participants - participants are matched in pairs, e.g., based on expertise, gender, etc. www.id-book.com 19
  • 20. Different, same, matched participant design Design Advantages Disadvantages Different No order effects Many subjects & individual differences a problem Same Few individuals, no individual differences Counter-balancing needed because of ordering effects Matched Same as different participants but individual differences reduced Cannot be sure of perfect matching on all differences www.id-book.com 20
  • 21. Field studies • Field studies are done in natural settings. • “In the wild” is a term for prototypes being used freely in natural settings. • Aim to understand what users do naturally and how technology impacts them. • Field studies are used in product design to: – identify opportunities for new technology; – determine design requirements; – decide how best to introduce new technology; – evaluate technology in use. www.id-book.com 21
  • 22. Technology for context-aware field data collection www.id-book.com 22
  • 23. An in the wild study: UbiFit Garden www.id-book.com 23
  • 24. Data collection & analysis • Observation & interviews – Notes, pictures, recordings – Video – Logging • Analyzes – Categorized – Categories can be provided by theory • Grounded theory • Activity theory www.id-book.com 24
  • 25. Data presentation • The aim is to show how the products are being appropriated and integrated into their surroundings. • Typical presentation forms include: – Vignettes, – Excerpts, – Critical incidents, – Patterns, and narratives. www.id-book.com 25
  • 26. Key points • Usability testing takes place in controlled usability labs or temporary labs. • Usability testing focuses on performance measures, eg. how long and how many errors are made when completing a set of predefined tasks. Indirect observation (video and keystroke logging), user satisfaction questionnaires and interviews are also collected. • Affordable, remote testing systems are more portable than usability labs. Many also contain mobile eye-tracking and other devices. • Experiments test a hypothesis by manipulating certain variables while keeping others constant. • The experimenter controls independent variable(s) in order to measure dependent variable(s). • Field studies are evaluation studies that are carried out in natural settings to discover how people interact with technology in the real world. • Field studies that involve the deployment of prototypes or technologies in natural settings may also be referred to as ‘in the wild’. • Sometimes the findings of a field study are unexpected, especially for in the wild studies in which explore how novel technologies are used by participants in their own homes, places of work, or outside. www.id-book.com 26

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