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Welcome  to a session on Contextual Inquiry Rajesh Jha [email_address]
Contextual Inquiry What is Contextual Inquiry ? Contextual Inquiry is a field data gathering technique for examining and understanding end users and their workplace, tasks, issues and preferences.  Need for a Contextual Inquiry The best way to get to know users and their tasks is to spend time with them,  in their own environments, watching them do the things that your Application/ Website or a Product is going to support or enable. This knowledge could be used to make more informed decisions in the Design  Process.
In the context of User Centered Design Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Contextual Inquiry
In the context of User Centered Design Process Contextual Inquiry
In the context of User Centered Design Process Contextual Inquiry
When is Contextual Inquiry appropriate  In the early stages of development  When the environment in which users work really influences how they use the product  When you want to know about work practices in unfamiliar domains (i.e. lawyers looking for cases in a digital library)  CI is appropriate whenever you need to develop or communicate an understanding of the users of an existing or proposed system.  Contextual Inquiry
When is Contextual Inquiry appropriate - Examples Operation Theatre Call Center Stock Exchange Trading ATM Machine Contextual Inquiry
Contextual Inquiry is NOT: An Interrogation  A formal Interview  A forum to tell users they are doing it “all wrong” and how to do it right  A forum to tell users how to do their work or how technology could make it easier Contextual Inquiry
What do you learn from Contextual Inquiry ? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Contextual Inquiry
Contextual Inquiry is difficult because Users may be shy, or even suspicious  Users may not want you to see them make errors or other mistakes  Users do things differently when people are observing them work You are not sure what to look for You collect an enormous amount of data Contextual Inquiry
Contextual Inquiry is useful because You learn about the users and their tasks  You learn about the workflow You learn about the constraints on the design You gain design inspiration You establish a trusting relationship You inform the design of the system Contextual Inquiry
Few differentiators  Contextual Inquiry is more of a discovery process than an evaluation process  Key difference between Contextual Inquiry and Interview is that Contextual Inquiry focuses more on observing the task and less on discussing how it is done. Contextual Inquiry
How many people are needed? Two people should be involved in any site visits, if possible. It is not possible to capture all the available information, but using two people maximizes the data returned. At least two people should be involved in analyzing the data. Contextual Inquiry
Stages of Contextual Inquiry ,[object Object],[object Object],[object Object],Contextual Inquiry
Stages of Contextual Inquiry ,[object Object],Planning   |  Conduct Contextual Inquiry | Analysis  - Identify appropriate users - Schedule your visits - Workplace & Legal issues Contextual Inquiry
Stages of Contextual Inquiry ,[object Object],- Schedule your visits - Workplace & Legal issues Planning   |  Conduct Contextual Inquiry | Analysis  - Identify appropriate users > To get the most out of contextual enquiry, you need to make sure  you visit the right people > Avoid non-representative users > Identify major user groups > Try to visit at least 3 or 4 individuals within each major user group  Contextual Inquiry
Stages of Contextual Inquiry ,[object Object],- Workplace & Legal issues Planning   |  Conduct Contextual Inquiry | Analysis  - Identify appropriate users - Schedule your visits > Site visits require intensive concentration and can be very tiring > Having two people also makes data analysis easier > Re-confirm appointments the day before each visit Contextual Inquiry
Stages of Contextual Inquiry ,[object Object],Planning   |  Conduct Contextual Inquiry | Analysis  - Identify appropriate users - Schedule your visits - Workplace & Legal issues > Get approval from the management > If you'll be listening in on telephone calls (for example, in a call centre)  you will probably be legally obliged to let callers know that their calls  are being monitored > If you are visiting minors, you will need to get permission from parents  or guardians  Contextual Inquiry
Stages of Contextual Inquiry ,[object Object],- Learn about the users and their tasks - Observe how user accomplishes tasks  - Observe the physical environment  - Observe the social environment Planning   | Conduct Contextual Inquiry  | Analysis  - Learn about the users values, issues and preferences  - Note down your learning and observations  - Send thank you letters to the users  - Pay particular attention to interruptions to the flow of work Contextual Inquiry
Stages of Contextual Inquiry ,[object Object],- Enter your notes in an electronic format with the lowest possible granularity  - Identify the tasks that were carried out  - Make a list of things users explicitly requested, or that you noticed would  have helped him  - Consider using affinity diagramming to group all related activities Planning   | Conduct Contextual Inquiry |  Analysis  - Avoid unsupported conclusions  - Be prepared to contact users by phone to verify any observations which are doubtful - Attach the raw data – notes, pictures or artifacts, summaries you made of  responses, etc. Contextual Inquiry
Guidelines for Conducting Contextual Inquiry ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Contextual Inquiry
[object Object],[object Object],[object Object],[object Object],Guidelines for Conducting Contextual Inquiry Contextual Inquiry
Site visit materials ,[object Object],[object Object],[object Object],Contextual Inquiry
References http://www.sitepoint.com/article/contextual-enquiry-primer http://www.infodesign.com.au/usabilityresources/analysis/contextualenquiry.asp http://jthom.best.vwh.net/usability/context.htm http://www.stanford.edu/class/cs147/project/02-contextual-inquiry.html http://www.designedforall.com/userexperienceservices/contextualenquiry/ http://www.steptwo.com.au/columntwo/archives/001529.html http://www.usability.gov/methods/contextual.html#whatis Contextual Inquiry
Contextual Inquiry Thank You

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Contextual Inquiry V1

  • 1. Welcome to a session on Contextual Inquiry Rajesh Jha [email_address]
  • 2. Contextual Inquiry What is Contextual Inquiry ? Contextual Inquiry is a field data gathering technique for examining and understanding end users and their workplace, tasks, issues and preferences. Need for a Contextual Inquiry The best way to get to know users and their tasks is to spend time with them, in their own environments, watching them do the things that your Application/ Website or a Product is going to support or enable. This knowledge could be used to make more informed decisions in the Design Process.
  • 3.
  • 4. In the context of User Centered Design Process Contextual Inquiry
  • 5. In the context of User Centered Design Process Contextual Inquiry
  • 6. When is Contextual Inquiry appropriate In the early stages of development When the environment in which users work really influences how they use the product When you want to know about work practices in unfamiliar domains (i.e. lawyers looking for cases in a digital library) CI is appropriate whenever you need to develop or communicate an understanding of the users of an existing or proposed system. Contextual Inquiry
  • 7. When is Contextual Inquiry appropriate - Examples Operation Theatre Call Center Stock Exchange Trading ATM Machine Contextual Inquiry
  • 8. Contextual Inquiry is NOT: An Interrogation A formal Interview A forum to tell users they are doing it “all wrong” and how to do it right A forum to tell users how to do their work or how technology could make it easier Contextual Inquiry
  • 9.
  • 10. Contextual Inquiry is difficult because Users may be shy, or even suspicious Users may not want you to see them make errors or other mistakes Users do things differently when people are observing them work You are not sure what to look for You collect an enormous amount of data Contextual Inquiry
  • 11. Contextual Inquiry is useful because You learn about the users and their tasks You learn about the workflow You learn about the constraints on the design You gain design inspiration You establish a trusting relationship You inform the design of the system Contextual Inquiry
  • 12. Few differentiators Contextual Inquiry is more of a discovery process than an evaluation process Key difference between Contextual Inquiry and Interview is that Contextual Inquiry focuses more on observing the task and less on discussing how it is done. Contextual Inquiry
  • 13. How many people are needed? Two people should be involved in any site visits, if possible. It is not possible to capture all the available information, but using two people maximizes the data returned. At least two people should be involved in analyzing the data. Contextual Inquiry
  • 14.
  • 15.
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
  • 21.
  • 22.
  • 23.
  • 24. References http://www.sitepoint.com/article/contextual-enquiry-primer http://www.infodesign.com.au/usabilityresources/analysis/contextualenquiry.asp http://jthom.best.vwh.net/usability/context.htm http://www.stanford.edu/class/cs147/project/02-contextual-inquiry.html http://www.designedforall.com/userexperienceservices/contextualenquiry/ http://www.steptwo.com.au/columntwo/archives/001529.html http://www.usability.gov/methods/contextual.html#whatis Contextual Inquiry