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Hvad er Remote Usability Testing?


Jan Stage

Professor, PhD
Forskningsleder i Informationssystemer (IS)/Human-Computer Interaction (HCI)
Aalborg Universitet, Institut for Datalogi, HCI-Lab

jans@cs.aau.dk
Oversigt
       • Forhindringer i praksis
       • Ideen om remote usability testing
       • Realisering af ideen




Institut for Datalogi                        2
Oversigt
       • Forhindringer i praksis
       • Ideen om remote usability testing
       • Realisering af ideen




Institut for Datalogi                        3
To undersøgelser af forhindringer i praksis
         50                                                                                                                   Primært Nordjylland
         45          43                                                                                                       1. Software-virksom-
         40                                                                                                                      heder, typisk svar fra
         35                                                                                                                      mellemledere
         30                                                                                                                   2. Deltagere i en-dages
                             25                                                                          26
         25     23                                                                                                               konference om
         20                                                                                                                      usability
                                          15
         15                                                                           13
                                  11                                                                              10
                                                8          8
         10
                                                                         6                                                    •   Tallene angiver procent
                                                               5             5
          5                                                                                                                       af svarene i hver
                                                                                           1
                                                                                                     0                 0          undersøgelse
          0
               Resource     Developer    Customer           Test       Conducting   No problems   Low priority   No answ er
               demands       mindset    participation   participants     tests



                          Første undersøgelse
                          Anden undersøgelse


Institut for Datalogi                                                                                                                                   4
Oversigt
       • Forhindringer i praksis
       • Ideen om remote usability testing
              •     Definition og baggrund
              •     Tidligere arbejde
              •     Synkrone og asynkrone metoder
       • Realisering af ideen




Institut for Datalogi                               5
Definition and Motivation
       • Remote usability testing is a situation where
         “the evaluators are separated in space and/or time from users”
             (Castillo, Hartson and Hix, 1998)

       • Well-known challenges
               • Building and setting up usability labs
               • Getting users to the lab and making them feel comfortable
       • New challenges
               • Users, developers and evaluators are distributed geographically, sometimes
                 even in different countries and time zones
               • Outsourcing
               • Open Source Software development
               • Global software development
       • Remote usability evaluation is becoming increasingly relevant

Institut for Datalogi                                                                         6
Earlier Work (1)
       • The idea of remote evaluation emerged between 1994 and 1998
       • Literature survey on remote usability testing
               • 21 references
               • Early: presents a variety of methods
               • Recently: practical advice and experiences combined with pros/cons




Institut for Datalogi                                                                 7
Earlier Work (2)




Institut for Datalogi     8
Earlier Work (3)
       • Two types of methods: synchronous / asynchronous (various forms)
       • The majority of references focus on synchronous usability evaluation:
         Simulating a conventional laboratory-based think-aloud test
       • Overall:
               • Few systematic comparisons of remote methods
               • Mostly comparisons of a single remote method and the conventional lab-based
                 method




Institut for Datalogi                                                                          9
Synchronous Methods
       Laboratory testing (LAB)
               •    Conventional method
               •    Benchmark for comparison

       Remote synchronous testing (RS)
               •    Spatial separation: User and test monitor in
                    separate rooms
               •    Remote sharing of desktop
               •    Webcam connection with picture in the
                    bottom corner of the screen
               •    Audio connection

       Data: Video recording of the test monitor’s
          screen and the audio


Institut for Datalogi                                              10
Asynchronous Methods
       Remote asynchronous user testing (AU)
               •    Based on the idea of users reporting the critical incidents they experience
                    (Castillo, Hartson and Hix, 1998; Hartson and Castillo, 1998; Hartson, Castillo, Kelso
                    and Neale, 1996)
               •    The users solve the tasks with the system
               •    Simultaneously fill in a web-based form each time they encounter a usability problem
               •    The form briefly explains what a usability problem is and how it can be categorized
               •    In the form, they describe each problem and categorize it’s severity
               •    Spatial and temporal separation
       Remote asynchronous expert testing (AE)
               •    Same method as AU but with users that have expertise in usability engineering (graduate
                    students in HCI)
       Data: A set of described usability problems and a start and end time for each user




Institut for Datalogi                                                                                         11
Survey of Remote Asynchronous Methods
         Method                            Paper #
         Auto logging                      20, 28, 29, 30, 34, 35, 36, 37

         Interview                         10, 26, 29, 30, 35
         Questionnaires                    10, 19, 25, 28, 29, 30, 32, 34, 35,
                                           36, 37
         User-reported critical incident   1, 5, 6, 7, 13, 14, 31
         Unstructured problem reporting    10, 19, 38

         Forum                             21
         Diary                             31



Institut for Datalogi                                                            12
Oversigt
       • Forhindringer i praksis
       • Ideen om remote usability testing
       • Realisering af ideen




Institut for Datalogi                        13
Realisering af ideen
       • Forhindringer og udfordringer
               • Tekniske: Kan man få det til at fungere
               • Metodiske: giver det brugbare resultater
               • Praktiske: kan man gøre det i praksis
       • Det skal vi arbejde med resten af dagen …




Institut for Datalogi                                       14
aa




Institut for Datalogi   15

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Hvad Er Remote Usability Testing af Jan Stage, AAU

  • 1. Hvad er Remote Usability Testing? Jan Stage Professor, PhD Forskningsleder i Informationssystemer (IS)/Human-Computer Interaction (HCI) Aalborg Universitet, Institut for Datalogi, HCI-Lab jans@cs.aau.dk
  • 2. Oversigt • Forhindringer i praksis • Ideen om remote usability testing • Realisering af ideen Institut for Datalogi 2
  • 3. Oversigt • Forhindringer i praksis • Ideen om remote usability testing • Realisering af ideen Institut for Datalogi 3
  • 4. To undersøgelser af forhindringer i praksis 50 Primært Nordjylland 45 43 1. Software-virksom- 40 heder, typisk svar fra 35 mellemledere 30 2. Deltagere i en-dages 25 26 25 23 konference om 20 usability 15 15 13 11 10 8 8 10 6 • Tallene angiver procent 5 5 5 af svarene i hver 1 0 0 undersøgelse 0 Resource Developer Customer Test Conducting No problems Low priority No answ er demands mindset participation participants tests Første undersøgelse Anden undersøgelse Institut for Datalogi 4
  • 5. Oversigt • Forhindringer i praksis • Ideen om remote usability testing • Definition og baggrund • Tidligere arbejde • Synkrone og asynkrone metoder • Realisering af ideen Institut for Datalogi 5
  • 6. Definition and Motivation • Remote usability testing is a situation where “the evaluators are separated in space and/or time from users” (Castillo, Hartson and Hix, 1998) • Well-known challenges • Building and setting up usability labs • Getting users to the lab and making them feel comfortable • New challenges • Users, developers and evaluators are distributed geographically, sometimes even in different countries and time zones • Outsourcing • Open Source Software development • Global software development • Remote usability evaluation is becoming increasingly relevant Institut for Datalogi 6
  • 7. Earlier Work (1) • The idea of remote evaluation emerged between 1994 and 1998 • Literature survey on remote usability testing • 21 references • Early: presents a variety of methods • Recently: practical advice and experiences combined with pros/cons Institut for Datalogi 7
  • 8. Earlier Work (2) Institut for Datalogi 8
  • 9. Earlier Work (3) • Two types of methods: synchronous / asynchronous (various forms) • The majority of references focus on synchronous usability evaluation: Simulating a conventional laboratory-based think-aloud test • Overall: • Few systematic comparisons of remote methods • Mostly comparisons of a single remote method and the conventional lab-based method Institut for Datalogi 9
  • 10. Synchronous Methods Laboratory testing (LAB) • Conventional method • Benchmark for comparison Remote synchronous testing (RS) • Spatial separation: User and test monitor in separate rooms • Remote sharing of desktop • Webcam connection with picture in the bottom corner of the screen • Audio connection Data: Video recording of the test monitor’s screen and the audio Institut for Datalogi 10
  • 11. Asynchronous Methods Remote asynchronous user testing (AU) • Based on the idea of users reporting the critical incidents they experience (Castillo, Hartson and Hix, 1998; Hartson and Castillo, 1998; Hartson, Castillo, Kelso and Neale, 1996) • The users solve the tasks with the system • Simultaneously fill in a web-based form each time they encounter a usability problem • The form briefly explains what a usability problem is and how it can be categorized • In the form, they describe each problem and categorize it’s severity • Spatial and temporal separation Remote asynchronous expert testing (AE) • Same method as AU but with users that have expertise in usability engineering (graduate students in HCI) Data: A set of described usability problems and a start and end time for each user Institut for Datalogi 11
  • 12. Survey of Remote Asynchronous Methods Method Paper # Auto logging 20, 28, 29, 30, 34, 35, 36, 37 Interview 10, 26, 29, 30, 35 Questionnaires 10, 19, 25, 28, 29, 30, 32, 34, 35, 36, 37 User-reported critical incident 1, 5, 6, 7, 13, 14, 31 Unstructured problem reporting 10, 19, 38 Forum 21 Diary 31 Institut for Datalogi 12
  • 13. Oversigt • Forhindringer i praksis • Ideen om remote usability testing • Realisering af ideen Institut for Datalogi 13
  • 14. Realisering af ideen • Forhindringer og udfordringer • Tekniske: Kan man få det til at fungere • Metodiske: giver det brugbare resultater • Praktiske: kan man gøre det i praksis • Det skal vi arbejde med resten af dagen … Institut for Datalogi 14