Page 1
© 2008 K. Bachmann, L. Harris
OpenSpace @ ]inbetween[, Orlandohttp://openspace.devfish.net/
Are UI experienced?Usability testing fundamentals anyone can use
Karen L. BachmannSeascape Consulting, Inc.
Lisa K. HarrisArt Institute of Tampa
June 2008
Page 2
Usability Testing Fundamentals - 5
© 2008 K. Bachmann, L. Harris
OpenSpace @ ]inbetween[, Orlandohttp://openspace.devfish.net/
Usability definedA number of formal definitions are available:ISO 9241-11 and 13407Jakob NielsenUsability Professionals’ AssociationWikipedia
A process for delivering the quality of usability
A quality of a product
Page 3
Usability Testing Fundamentals - 6
© 2008 K. Bachmann, L. Harris
OpenSpace @ ]inbetween[, Orlandohttp://openspace.devfish.net/
Usability in the development life cycle
• User Research• Task Analysis• Environment Analysis
• UI Design Prototypes• Usability Requirements
• UI Functional Prototypes• Screen Elements, Interactions, and Behaviors
• User Interface
Analysis Design Development Testing Maintenance
Usability Testing
Page 4
Usability Testing Fundamentals - 12
© 2008 K. Bachmann, L. Harris
OpenSpace @ ]inbetween[, Orlandohttp://openspace.devfish.net/
Usability testingEvaluates the usability of a design against defined success criteria
Conducted throughout the development life cycle
Preferably occurs early and often
Tests the following questions:Does the product meet user needs?Does the product meet user expectations?Does the product help users succeed?
Page 5
Usability Testing Fundamentals - 15
© 2008 K. Bachmann, L. Harris
OpenSpace @ ]inbetween[, Orlandohttp://openspace.devfish.net/
What is a usability test, really?Focuses on “use it” not “like it”
Looks at very specific user goals and real-world tasks
Involves real users, not necessarily the customer$
Ensures that the design satisfies users and helps products succeed
Can be very informal and still be successful
Page 6
Usability Testing Fundamentals - 16
© 2008 K. Bachmann, L. Harris
OpenSpace @ ]inbetween[, Orlandohttp://openspace.devfish.net/
Benefits of the informal approachFast and focused
Just-in-time feedback during the design and development phases
Opportunity for many touch points
Achievable by anyone on the team
Page 7
Usability Testing Fundamentals - 17
© 2008 K. Bachmann, L. Harris
OpenSpace @ ]inbetween[, Orlandohttp://openspace.devfish.net/
Crazy enough to workThe informality is infectiousIt’s relaxing and interactive for the usersUsers have little trouble moving from screen to
paper when necessary (as long as they match)The fact that it’s obviously a work in progress
encourages users to make suggestions and talk easily
Users will feel that they are making a real contribution to the development of new products
Page 8
Usability Testing Fundamentals - 18
© 2008 K. Bachmann, L. Harris
OpenSpace @ ]inbetween[, Orlandohttp://openspace.devfish.net/
Planning a usability testWHO: The most significant group of users
WHAT: Specific user tasks to test
WHEN: Testing schedule
WHERE: Location to meet test participants
HOW: The usability test methods to use at each phase of development; test scenarios
WHY: Results necessary to pass
Page 9
Usability Testing Fundamentals - 19
© 2008 K. Bachmann, L. Harris
OpenSpace @ ]inbetween[, Orlandohttp://openspace.devfish.net/
WHO: Test ParticipantsUnderstand the most significant group of users to testHighest priority usability requirementsHighest quantity of usability requirements
2-3 users per round
1 user > no users
Some users who are not the target users of the product > no users of the perfect profile
Page 10
Usability Testing Fundamentals - 20
© 2008 K. Bachmann, L. Harris
OpenSpace @ ]inbetween[, Orlandohttp://openspace.devfish.net/
WHAT: Task ScenariosFocused on real-world user tasks to test
Task != functional requirement 1.1.3.5
Scenarios more resemble word problems in mathematicsPlan facilitation and interaction areasNot like UAT in that you do not define a specific
path or solution to the usersDo define data for users to use during testing
Page 11
Usability Testing Fundamentals - 21
© 2008 K. Bachmann, L. Harris
OpenSpace @ ]inbetween[, Orlandohttp://openspace.devfish.net/
WHEN & WHEREAccommodate your test participants’ availabilityIn a lab environmentWithin the user’s environmentAnywhere you can meet users
Be flexible
Page 12
Usability Testing Fundamentals - 22
© 2008 K. Bachmann, L. Harris
OpenSpace @ ]inbetween[, Orlandohttp://openspace.devfish.net/
HOW: Facilitating the TestWalkthrough/Talkthrough: Have the user complete tasks while talking through thought process
Ask questions and pursue ideas as they emerge
Don’t guide, correct, or defend
Encourage any final thoughts and suggestions
Thank participants!
Make key notes after the session
Page 13
Usability Testing Fundamentals - 23
© 2008 K. Bachmann, L. Harris
OpenSpace @ ]inbetween[, Orlandohttp://openspace.devfish.net/
Inspired by Steve Krug, Don’t make me think
HOW: Moderating the TestBe nice and empathetic
Recognize they are experts
Look for “thought bubbles” and encourage them to keep talking
Don’t expect participants to design for you although welcome suggestions
Thank participants!
Page 14
Usability Testing Fundamentals - 24
© 2008 K. Bachmann, L. Harris
OpenSpace @ ]inbetween[, Orlandohttp://openspace.devfish.net/
WHY: Success criteriaWhat can you learnQuantitativeQualitative
What to look forProblems completing a taskMiscues and surprisesExcitementActions > opinions
Page 15
Usability Testing Fundamentals - 25
© 2008 K. Bachmann, L. Harris
OpenSpace @ ]inbetween[, Orlandohttp://openspace.devfish.net/
Thoughts on testing logisticsObserversLevel of access to users and visibility during testRelationship to participants (supervisors? peers?)Ground rules for interactionBuy-in and involvement
RecordingHandwritten notesScreen movies to capture movementsAudio and video of participantPermissions to use audio, video, or name
Page 16
Usability Testing Fundamentals - 26
© 2008 K. Bachmann, L. Harris
OpenSpace @ ]inbetween[, Orlandohttp://openspace.devfish.net/
ReportingShare your findings
Focus on significant conclusions and provide recommendations1-2 pages (no “Big Honkin’ Report”)Bullets and lists are goodTailor formality to your audience
Recognize the limits of your data
Be prepared to share test methods and scenarios
Page 17
Usability Testing Fundamentals - 27
© 2008 K. Bachmann, L. Harris
OpenSpace @ ]inbetween[, Orlandohttp://openspace.devfish.net/
Usability testing referencesC. Barnum. Usability Testing and Research.
J. Dumas, D. Chisnell. Handbook of Usability Testing: How to Plan, Design, and Conduct Effective Tests, 2nd Ed.
S. Krug. Don’t Make Me Think: A Common Sense Approach to Web Usability.
J. Nielsen. Usability Engineering.
D. Stone, C. Jarrett, M. Woodroffe, S. Minocha. User Interface Design and Evaluation.
K. Summers, M. Summers. Creating Websites that Work.
Page 18
Usability Testing Fundamentals - 28
© 2008 K. Bachmann, L. Harris
OpenSpace @ ]inbetween[, Orlandohttp://openspace.devfish.net/
Organizations and groupsUsability Professionals’ Association: http://upassoc.org/
STC Usability & User Experience: http://www.stcsig.org/usability/
ACM SIGCHI:http://www.sigchi.org/
Human Factors and Ergonomics Society: http://www.hfes.org/
UX Watercooler:http://uxwatercooler.ning.com
Slides available
Page 19
Usability Testing Fundamentals - 29
© 2008 K. Bachmann, L. Harris
OpenSpace @ ]inbetween[, Orlandohttp://openspace.devfish.net/
About the presentersKaren Bachmann, an independent consultant and partner with Seascape Consulting, Inc., designs usable user interfaces, bringing usability into the earliest stage of development to keep the project focused on the user. She also helps companies new to usability implement usability practices. Karen can be reached [email protected] .
Lisa K. Harris is a designer, teacher, and consultant. As an adjunct Instructor at the Art Institute of Tampa, Lisa teaches students about user-centered design, marketing, and design. She guides clients in creating effective and satisfying products and in developing strategies to be “found” on the web. Lisa can be reached at [email protected] .