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EPFL, spring 2010 - week 12!
UX evaluation
today’s schedule
➝  Review  of UX evaluation plans
➝  Test run of scripts
➝  Guest talk
➝  Individual walk throughs
overview
➝  about  UX evaluations
➝  UX evaluation criteria
➝  UX evaluation methods
➝  tips and hints
➝  for more information




  Attribution: parts of this presentation are based on Forum
  Nokias ÚX Evaluation series
why UX evaluation?
Success factor
     ➝    UX is a critical success factor for products and services
                          ➝    We need confirmation during design and development
                               that we are on the right track


                    ➝    It is challenging for the software developer to keep an
The designer is 
        objective view of the developed software
 not the user
            ➝    It is human nature to become blind of your own
                               outcomes
                          ➝    Thus it is important to get a second opinion of the UX,
                               from outside of the development team


Simulate real 
     ➝    Preferably from real users trying it in a realistic
use situations
          environment
usability and product quality
                                         SW Product Quality (ISO-9126)


 Functionality          Reliability         Efficiency          Usability         Portability      Maintainability

     Suitability          Maturity         Time behavior        Operability       Installability      Testability

     Accuracy          Fault tolerance       Resource          Learnability       Adaptability         Stability
                                             utilization
         …                   …                   ...                …                  …                  …



       Implemented                                                                                     Code
                               Number of sw            Function point         Source lines of
         functional                                                                                  coverage
                                  bugs
                   analysis
               code
       requirements



➝    there are many metrics to measure software performance and quality
UX and product quality
                                                                              In this definition, UX is not a
                                                                                 part of product quality.


                                                                                                   A SW
                                        SW Product Quality (ISO-9126)
                          engineering
                                                                                               point-of-view?


      Functionality    Reliability          Efficiency            Usability       Portability         Maintainability

        Suitability      Maturity          Time behavior      Operability          Installability         Testability

        Accuracy      Fault tolerance        Resource         Learnability         Adaptability            Stability
                                             utilization
            …               …                    ...                 …                  …                      …




➝    product quality                Expectations, motives,               ➝    measuring UX is not straight-
     has a strong                   actions, interpretations, 
               forward
     impact on UX
                              …
                                                                         ➝    there are many intervening
                                
                                                                              issues

                                         User Experience
UX evaluation criteria 1/5



                                           Drivers tailored      Issues
                               As such
        for your        detailed for
                                               product
       your product




  basic usability heuristic
   UX drivers derived from the UX elements
UX evaluation criteria 2/5




➝    Evaluate the design against the specified UX artefacts
UX evaluation criteria 3/5




➝    evaluate against benchmark 
➝    products and experiences
UX evaluation criteria 4/5


     Bar
             Slide
                                            Full hw qwerty
          Full sw qwerty

                                            Touch screen
           Touch only screen

                                           Resistive screen
    Capacitative screen

Clamshell
           Swivel



➝    Run your tests with all the target devices and form factors
UX evaluation criteria 5/5




                                                                           Indirect, unspoken criteria
Direct, spoken criteria
                                                      - originating from the
                                                                                      context




    ➝    the ultimate criterion: 
           ➝    potential users try the product in their mobile context
planning the UX evaluations 1/2
                                                                     A step-by-step
                                                                     process would
                                                                       be easy to
                                                                        manage.




        Specify needs       Define the UX
                                              Create UI designs           In practice,
      and context of use      concept                                     design and
                                                                       evaluation are
                                                                      often in a parallel
                                                                         and iterative
                                                                         relationship.
                            Evaluate concepts and designs




➝    for any UX artifacts, you can think can and should it be evaluated, somehow
planning the UX evaluations 2/2
My cool travel-
mate concept




                   ➝    What artefacts do we want to evaluate 
                             ➝    Sketches, visualisations, prototypes,...
                   ➝    What issues are we evaluating?
                             ➝    Concept, interaction, grahical design, ...
                   ➝    Who will do the evaluation?
                             ➝    Experts, end users,...




                              Evaluate concepts and designs
UX evalution: expert evaluation
       ➝    Usability experts evaluate a system based on
            common heuristics (i.e. design principles) and
            personal expertise
             ➝    Common heuristics are based on knowledge gained
                  through expertise and experience
             ➝    Knowledge about perceptional and cognitive processes
                  - such as the function of memory – are utilized
       ➝    At least two experts take part in the evaluation to
            ensure reliable results
       ➝    At the beginning of an expert evaluation, the value of
            the system to its user and buyer/provider is
            determined
             ➝    Based on these values, usability criteria are defined
       ➝    At the end, the findings documented and prioritized.
            Solutions proposals are made
       ➝    Also user tasks can be defined and walkthroughs
            conducted as part of the evaluation
UX evaluation: focus groups
           ➝    a group of people (4-7) that has
                something in common will be invited
                to semi-structured group discussion
                session to share their views on
                certain topic. Lasts usually 2 hours

           ➝    face-to-face sessions
                ➝    Sometimes on-line


           ➝    variations of the method
                ➝    Exploratory 
                ➝    Feature prioritization 
                ➝    Competitive analysis 
                ➝    Trend explanation
UX evaluation: usability testing
➝    the test user is asked to conduct certain tasks with the
     user interface under design
      ➝    paper prototypes can be used
      ➝    users are asked to think aloud

                                                         Special equipment can
     Moderator
                              Observer
   be useful to catch the
                                                           actions on mobile

    Tested sw
                                                  devices




                 Test user
   Test cases


➝  sometimes good to test the UI with pairs of users to
   trigger more discussion or to test social aspects
➝  usability problems are identified and prioritized based on
   the user data gathered during the usability tests
UX evaluation: observation
                                 ➝  the researcher does not interrupt the user
                                    but just observes the user s actions
                                 ➝  the user is followed usually shorter time
                                    than when shadowing in her/his own
                                    environment, and usually only certain
                                    activities/time period are observed
                                 ➝  good for studying users that cannot be
                                    interrupted
                                 ➝  reveals task flows and possible detectable
If observation is not possible
    (e.g. in hospital) video
                                    problems in them and behavioral patterns
recording can be alternative.       but not motivations, attitudes, values,
 Video can be gone through
    with the participant(s)         concerns
           afterwards
UX evaluation: make a mix
          ➝  an expert evaluation and a usability
             test can be used as
             complementary methods
          ➝  an expert evaluation require less
             time and preparation than a
             usability test
          ➝  expert evaluations are
             recommended before usability
             tests in order to support designing
             the test tasks
          ➝  a satisfaction questionnaire can be
             combined with a usability test
UX evaluation: tips and hints
       ➝  the UX evaluation criteria should be in-line with
          the defined UX drivers, targets and requirements
       ➝  make sure to share your UX evaluation criteria
          with the designers before they start their work
       ➝  do evaluations with real users 
            ➝  expert evaluations can provide quick useful findings
           ➝  try to have a end user mindset
       ➝ ideally your evaluation methods should scale to weekly (or
        even daily) evaluations
           ➝  design & evaluation iteration loops do not have to be
               big monolithic steps
       ➝    UX evaluation(s) should be an integral part of
            software development process, just like
            software testing

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EPFL PxS week 12 - UX design techniques

  • 1. EPFL, spring 2010 - week 12! UX evaluation
  • 2. today’s schedule ➝  Review of UX evaluation plans ➝  Test run of scripts ➝  Guest talk ➝  Individual walk throughs
  • 3. overview ➝  about UX evaluations ➝  UX evaluation criteria ➝  UX evaluation methods ➝  tips and hints ➝  for more information Attribution: parts of this presentation are based on Forum Nokias ÚX Evaluation series
  • 4. why UX evaluation? Success factor ➝  UX is a critical success factor for products and services ➝  We need confirmation during design and development that we are on the right track ➝  It is challenging for the software developer to keep an The designer is objective view of the developed software not the user ➝  It is human nature to become blind of your own outcomes ➝  Thus it is important to get a second opinion of the UX, from outside of the development team Simulate real ➝  Preferably from real users trying it in a realistic use situations environment
  • 5. usability and product quality SW Product Quality (ISO-9126) Functionality Reliability Efficiency Usability Portability Maintainability Suitability Maturity Time behavior Operability Installability Testability Accuracy Fault tolerance Resource Learnability Adaptability Stability utilization … … ... … … … Implemented Code Number of sw Function point Source lines of functional coverage bugs analysis code requirements ➝  there are many metrics to measure software performance and quality
  • 6. UX and product quality In this definition, UX is not a part of product quality. A SW SW Product Quality (ISO-9126) engineering point-of-view? Functionality Reliability Efficiency Usability Portability Maintainability Suitability Maturity Time behavior Operability Installability Testability Accuracy Fault tolerance Resource Learnability Adaptability Stability utilization … … ... … … … ➝  product quality Expectations, motives, ➝  measuring UX is not straight- has a strong actions, interpretations, forward impact on UX … ➝  there are many intervening issues User Experience
  • 7. UX evaluation criteria 1/5 Drivers tailored Issues As such for your detailed for product your product basic usability heuristic UX drivers derived from the UX elements
  • 8. UX evaluation criteria 2/5 ➝  Evaluate the design against the specified UX artefacts
  • 9. UX evaluation criteria 3/5 ➝  evaluate against benchmark ➝  products and experiences
  • 10. UX evaluation criteria 4/5 Bar Slide Full hw qwerty Full sw qwerty Touch screen Touch only screen Resistive screen Capacitative screen Clamshell Swivel ➝  Run your tests with all the target devices and form factors
  • 11. UX evaluation criteria 5/5 Indirect, unspoken criteria Direct, spoken criteria - originating from the context ➝  the ultimate criterion: ➝  potential users try the product in their mobile context
  • 12. planning the UX evaluations 1/2 A step-by-step process would be easy to manage. Specify needs Define the UX Create UI designs In practice, and context of use concept design and evaluation are often in a parallel and iterative relationship. Evaluate concepts and designs ➝  for any UX artifacts, you can think can and should it be evaluated, somehow
  • 13. planning the UX evaluations 2/2 My cool travel- mate concept ➝  What artefacts do we want to evaluate ➝  Sketches, visualisations, prototypes,... ➝  What issues are we evaluating? ➝  Concept, interaction, grahical design, ... ➝  Who will do the evaluation? ➝  Experts, end users,... Evaluate concepts and designs
  • 14. UX evalution: expert evaluation ➝  Usability experts evaluate a system based on common heuristics (i.e. design principles) and personal expertise ➝  Common heuristics are based on knowledge gained through expertise and experience ➝  Knowledge about perceptional and cognitive processes - such as the function of memory – are utilized ➝  At least two experts take part in the evaluation to ensure reliable results ➝  At the beginning of an expert evaluation, the value of the system to its user and buyer/provider is determined ➝  Based on these values, usability criteria are defined ➝  At the end, the findings documented and prioritized. Solutions proposals are made ➝  Also user tasks can be defined and walkthroughs conducted as part of the evaluation
  • 15. UX evaluation: focus groups ➝  a group of people (4-7) that has something in common will be invited to semi-structured group discussion session to share their views on certain topic. Lasts usually 2 hours ➝  face-to-face sessions ➝  Sometimes on-line ➝  variations of the method ➝  Exploratory ➝  Feature prioritization ➝  Competitive analysis ➝  Trend explanation
  • 16. UX evaluation: usability testing ➝  the test user is asked to conduct certain tasks with the user interface under design ➝  paper prototypes can be used ➝  users are asked to think aloud Special equipment can Moderator Observer be useful to catch the actions on mobile Tested sw devices Test user Test cases ➝  sometimes good to test the UI with pairs of users to trigger more discussion or to test social aspects ➝  usability problems are identified and prioritized based on the user data gathered during the usability tests
  • 17. UX evaluation: observation ➝  the researcher does not interrupt the user but just observes the user s actions ➝  the user is followed usually shorter time than when shadowing in her/his own environment, and usually only certain activities/time period are observed ➝  good for studying users that cannot be interrupted ➝  reveals task flows and possible detectable If observation is not possible (e.g. in hospital) video problems in them and behavioral patterns recording can be alternative. but not motivations, attitudes, values, Video can be gone through with the participant(s) concerns afterwards
  • 18. UX evaluation: make a mix ➝  an expert evaluation and a usability test can be used as complementary methods ➝  an expert evaluation require less time and preparation than a usability test ➝  expert evaluations are recommended before usability tests in order to support designing the test tasks ➝  a satisfaction questionnaire can be combined with a usability test
  • 19. UX evaluation: tips and hints ➝  the UX evaluation criteria should be in-line with the defined UX drivers, targets and requirements ➝  make sure to share your UX evaluation criteria with the designers before they start their work ➝  do evaluations with real users ➝  expert evaluations can provide quick useful findings ➝  try to have a end user mindset ➝ ideally your evaluation methods should scale to weekly (or even daily) evaluations ➝  design & evaluation iteration loops do not have to be big monolithic steps ➝  UX evaluation(s) should be an integral part of software development process, just like software testing