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Don’t Make Them Think
User observation testing to create easy-to-use sites
Library Technology Conference - Macalester College, St. Paul, MN, USA
16 March 2011

Kat Jayne, MLIS – Manager, User Experience
Margaret Ostrander, MLIS – Manager, Search
Are YOU responsible for this?
Session Overview
• What is User Experience?
• Why User Observation?
• How Can I Execute User Observation Testing?
What’s Your First Impression
1. Find a partner.
2. Quickly take turns bringing up a site.
3. Get your partner’s first impression of the site.
4. Jot down a few notes.
What is Usability?


 "[Usability refers to] the extent to which a
 product an be used by specified users to
 achieve specified goals with
 effectiveness, efficiency and satisfaction
 in a specified context of user."
                              - ISO 9241-11
Usability Methods

 Ethnographic User Research    Focus Groups



    Heuristic Evaluations     Log File Analysis




          Surveys               Eye Tracking




        Card Sorting          User Observation
Q: Why User Observation?
A: Reliable Data

“To design an easy-to-use interface, pay
 attention to what users do, not what they
 say.

 Self-reported claims are unreliable, as
 are user speculations about future
 behavior.”

                - Jakob Nielsen’s Alertbox, Aug 5 2001
Q: Why User Observation?

A: Dispels Assumptions

Don’t assume that people think
      the way that you do.
• Grounding is a natural assumption that others have
  similar information needs, behaviors and
  preferences as you do
• Grounding is dangerous for librarians. We think
  differently from our users!
What is User Observation?
User Observation Testing Process
• Consider your stakeholders
• Set your goals
• Decide which users to involve
• Choose a type of testing
• Define your testing tasks
• Recruit users to observe
• Moderate sessions
• Conduct analysis
• Make change!
Consider your Stakeholders
Stakeholders    • Who cares?
Goals
                • What do they care about?
Users
                • Is there any appetite for
Testing types
                  change?
Tasks
                • What data would be most
Recruitment
                  likely to secure buy-in?
Moderation

Analysis

Change
Set Your Goals
Stakeholders     • What do you want to
Goals              prove, disprove or
Users
                   investigate?
Testing types    • What site or part of a site
Tasks
                   is the focus?
Recruitment      • Base the “problem” on
Moderation         real user data
Analysis         • Be open to the
Change             unexpected
Decide which Users to Involve
 Stakeholders

 Goals

 Users

 Testing types

 Tasks

 Recruitment

 Moderation

 Analysis

 Change
Types of Testing
Stakeholders       • Measure or benchmark
Goals                the usability of a product
Users              • Compare the usability of
Testing types        two or more products
Tasks              • Diagnose to uncover
Recruitment          design issues
Moderation         • Live versus Remote?
Analysis

Change
Live or Remote
Remote testing technologies

• WebEx

• GoToMeeting

• UserVue

• LiveLook

• Adobe Connect

• Silverback

• Many more!                  Excerpted from Remote Usability Testing by Kyle
                              Soucy, Intranet Benchmarking Forum, 2010
Define Tasks
Stakeholders    • Tie tasks to goals
Goals
                • User defined tasks
Users
                • Scripted scenarios
Testing types

Tasks
                • 3-5 tasks for a 30 minute
                  session
Recruitment

Moderation

Analysis

Change
Recruit Users to Observe
Stakeholders

Goals

Users

Testing types

Tasks

Recruitment

Moderation

Analysis

Change
Moderate sessions
Stakeholders  • Put users at ease
Goals           • Let participant speak
Users
                • Lead with grace
Testing types
                • Ask unbiased questions
Tasks

Recruitment     • Assist only as a last resort
Moderation      • Take detailed notes
Analysis

Change
Exercise: Practice User Observation
1. Find the same partner you worked with earlier.
2. You will each have 10 minutes to practice user
   observation techniques.
  – Practice the whole thing
  OR
  – Pick the parts where you want the most practice
       •   Read from script
       •   Tasks
       •   Redirection
       •   Warm up questions & follow up questions

3. Raise your hand if you need help!
Analyze Your Data
Stakeholders    • WAIT! until testing is done
Goals
                • WAIT! before making your
Users             recommendations
Testing types
                • Quantitative
Tasks
                    • Time to task completion
Recruitment
                    • Level of difficulty
Moderation
                • Quantitative
Analysis
                    • Trend spotting
Change
                    • Classification analysis
Recommendations for Change
Stakeholders    • Partner with the right
Goals             people
Users           • Pick the low-hanging fruit
Testing types
                • Even small changes can
Tasks             have large returns
Recruitment
                • How to sell it…
Moderation
                • Create a findings
Analysis
                  presentation (sometimes)
Change
Value of Any User Observation Test




                              Excerpted from Remote Usability Testing by Kyle
                              Soucy, Intranet Benchmarking Forum, 2010
Questions?
 Kat Jayne, MLIS
 Manager, User Experience
 Thomson Reuters
 katherine.jayne@thomsonreuters.com


 Margaret Ostrander, MLIS
 Manager, Search
 Thomson Reuters
 margaret.ostrander@thomsonreuters.com
 http://www.linkedin.com/in/margaretostrander

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Don t make them think: create an easy-to-use website and catalog through user experience observation

  • 1. Don’t Make Them Think User observation testing to create easy-to-use sites Library Technology Conference - Macalester College, St. Paul, MN, USA 16 March 2011 Kat Jayne, MLIS – Manager, User Experience Margaret Ostrander, MLIS – Manager, Search
  • 3. Session Overview • What is User Experience? • Why User Observation? • How Can I Execute User Observation Testing?
  • 4. What’s Your First Impression 1. Find a partner. 2. Quickly take turns bringing up a site. 3. Get your partner’s first impression of the site. 4. Jot down a few notes.
  • 5. What is Usability? "[Usability refers to] the extent to which a product an be used by specified users to achieve specified goals with effectiveness, efficiency and satisfaction in a specified context of user." - ISO 9241-11
  • 6. Usability Methods Ethnographic User Research Focus Groups Heuristic Evaluations Log File Analysis Surveys Eye Tracking Card Sorting User Observation
  • 7. Q: Why User Observation? A: Reliable Data “To design an easy-to-use interface, pay attention to what users do, not what they say. Self-reported claims are unreliable, as are user speculations about future behavior.” - Jakob Nielsen’s Alertbox, Aug 5 2001
  • 8. Q: Why User Observation? A: Dispels Assumptions Don’t assume that people think the way that you do. • Grounding is a natural assumption that others have similar information needs, behaviors and preferences as you do • Grounding is dangerous for librarians. We think differently from our users!
  • 9. What is User Observation?
  • 10. User Observation Testing Process • Consider your stakeholders • Set your goals • Decide which users to involve • Choose a type of testing • Define your testing tasks • Recruit users to observe • Moderate sessions • Conduct analysis • Make change!
  • 11. Consider your Stakeholders Stakeholders • Who cares? Goals • What do they care about? Users • Is there any appetite for Testing types change? Tasks • What data would be most Recruitment likely to secure buy-in? Moderation Analysis Change
  • 12. Set Your Goals Stakeholders • What do you want to Goals prove, disprove or Users investigate? Testing types • What site or part of a site Tasks is the focus? Recruitment • Base the “problem” on Moderation real user data Analysis • Be open to the Change unexpected
  • 13. Decide which Users to Involve Stakeholders Goals Users Testing types Tasks Recruitment Moderation Analysis Change
  • 14. Types of Testing Stakeholders • Measure or benchmark Goals the usability of a product Users • Compare the usability of Testing types two or more products Tasks • Diagnose to uncover Recruitment design issues Moderation • Live versus Remote? Analysis Change
  • 16. Remote testing technologies • WebEx • GoToMeeting • UserVue • LiveLook • Adobe Connect • Silverback • Many more! Excerpted from Remote Usability Testing by Kyle Soucy, Intranet Benchmarking Forum, 2010
  • 17. Define Tasks Stakeholders • Tie tasks to goals Goals • User defined tasks Users • Scripted scenarios Testing types Tasks • 3-5 tasks for a 30 minute session Recruitment Moderation Analysis Change
  • 18. Recruit Users to Observe Stakeholders Goals Users Testing types Tasks Recruitment Moderation Analysis Change
  • 19. Moderate sessions Stakeholders • Put users at ease Goals • Let participant speak Users • Lead with grace Testing types • Ask unbiased questions Tasks Recruitment • Assist only as a last resort Moderation • Take detailed notes Analysis Change
  • 20. Exercise: Practice User Observation 1. Find the same partner you worked with earlier. 2. You will each have 10 minutes to practice user observation techniques. – Practice the whole thing OR – Pick the parts where you want the most practice • Read from script • Tasks • Redirection • Warm up questions & follow up questions 3. Raise your hand if you need help!
  • 21. Analyze Your Data Stakeholders • WAIT! until testing is done Goals • WAIT! before making your Users recommendations Testing types • Quantitative Tasks • Time to task completion Recruitment • Level of difficulty Moderation • Quantitative Analysis • Trend spotting Change • Classification analysis
  • 22. Recommendations for Change Stakeholders • Partner with the right Goals people Users • Pick the low-hanging fruit Testing types • Even small changes can Tasks have large returns Recruitment • How to sell it… Moderation • Create a findings Analysis presentation (sometimes) Change
  • 23. Value of Any User Observation Test Excerpted from Remote Usability Testing by Kyle Soucy, Intranet Benchmarking Forum, 2010
  • 24. Questions? Kat Jayne, MLIS Manager, User Experience Thomson Reuters katherine.jayne@thomsonreuters.com Margaret Ostrander, MLIS Manager, Search Thomson Reuters margaret.ostrander@thomsonreuters.com http://www.linkedin.com/in/margaretostrander