Diary Studies

Summary from Usability Book of Knowledge

Carter, S. and Mankoff, J. 2005. When participants do the capturing: the role of media in diary studies. In Proceedings of the SIGCHI Conference on Human Factors in Computing Systems (Portland, Oregon, USA, April 02 – 07, 2005). CHI ‘05. ACM, New York, NY, 899-908.  Useful for their discussion of using media other than paper, with references to examples.

This one is useful for their method of having people use text messaging to send diary entries: Sohn, T., Li, K. A., Griswold, W. G., and Hollan, J. D. 2008. A diary study of mobile information needs. InProceeding of the Twenty-Sixth Annual SIGCHI Conference on Human Factors in Computing Systems (Florence, Italy, April 05 – 10, 2008). CHI ‘08. ACM, New York, NY, 433-442.

It’s quite difficult to find examples of HCI-related diary study data collection instruments. Here are some from other domains.

Example: very elaborate diary study: USPS annual Household Diary Study: Mail Use and Attitudes in FY 2008 – see Appendix C2; Diary Package.

Example: simple diary study.  Arbitron Radio Listening Diary (and why they use paper)

Cultural Probes

This piece is a classic: Gaver, B., Dunne, T., and Pacenti, E. 1999. Design: Cultural probes.interactions 6, 1 (Jan. 1999), 21-29.

Short summary and references from Usability Book of Knowledge on cultural probes.  Including this:

Boehner, K., Vertesi, J., Sengers, P., and Dourish, P. (2007). How HCI interprets the probes. In Proceedings of the SIGCHI Conference on Human Factors in Computing Systems (San Jose, California, USA, April 28 – May 03, 2007). CHI ’07. ACM, New York, NY, 1077-1086.
This article traces the user of cultural probes and highlights the analysis and interpretation challenges and issues posed by this method.

Qualitative Data Analysis – exercise

In class, we’re going to practice doing some analysis of your interview data — from your assignment and/or your project.  You’ll work with people who did interviews related to yours, so most likely people in your project group.  If your interviews have nothing to do with anyone else’s interviews, bring the following anyway.

1. Bring transcriptions or detailed notes, if you have them.

2. Spend some time reviewing your interview notes (and your memory) and list major topics or themes.  These can be at varying levels of specificity, but, as with the observation exercise, be careful of getting too general, too far from your data.  Go for as long a list as makes sense, given your data.

3. Write these topic areas on large post-its  (3×3 is good) or index cards or pieces of paper cut to 3×3 or 3×5 and bring to class.

Paper Prototype Usability Testing

A video report showing a paper prototype usability test: Paper Prototype usability test by Corel Corporation

No

Readings

Nate Bolt & Tony Tulathimutte, Remote Research: real users, real time, real research. Rosenfeld, 2010. This book also covers many issues relevant to any kind of testing.  Table of contents covers a lot of useful info.  This book is worth buying. Note you can buy in more than one format.  (You can get a discount using the code “venturebeat”.)

Bolt | Peters specializes in remote testing, and is unusual in how open they are about their methods, products, and costs.

Look at http://www.rosenfeldmedia.com/books/remote-research/info/table_of_contents/

www.boxesandarrows.com/view/researching-video

entrepreneur.venturebeat.com/2010/02/11/bolt-peters-remote-research/

Resources

Web conferencing and screen sharing tools such as GoToMeeting (See how to use GoToMeeting on a Mac)

Micro testing, with heat maps Usabilla.com

UserZoom

About various tools:  How to Shop for Unmoderated Usability Testing Tools Bill Albert

Examples

Several videos of a remote user tests of Wikipedia  from Bolt | Peters (“Cool” is not necessarily the best response ALL the time.)

Interviewing

Usability Testing Interviewing

Usability testing interviewing is simpler than ethnographic interviewing, but shares many principles.

Rubin, Jeffrey, Handbook of Usability Testing: How to Plan, Design, and Conduct Effective Tests. Wiley, 1994   Chapter 7, Chapter 8.  If you have the book, read ch.9, too.

(This book is worth buying — a classic — get the new edition, 2008.)

The new edition out and  sample forms and scripts are online:

Chapter 08: Session Forms
Session Script: Example A Session Script
12.78 KB HTTPFTP
Chapter 08: Session Forms
Pre-Test Forms: Guidelines for Observers
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Chapter 08: Session Forms
Consent Form: Recording Permission
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Chapter 09: Test Preparation
Testing Preparation Checklists
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Interviewing, General

Slides from Spring, 2010 — Very thorough; we’re not going to go over all this in class but you MUST know this material to be a good interviewer.

Video Getting People to Talk: An Ethnography & Interviewing Primer: very useful. Well worth the time.

Done by IIT Institute of Design.  Interviews with people who do ethnographic interviews for human-centered design.  You have to get past the intro on-the street interviews  — I can’t imagine anyone in Berkeley being willing to do these interviews, given how many people on the street here want money, signatures on petitions, and the like.

Note also the variability in sound quality and where and how they place some interviewees.  They make some pretty basic mistakes.

I don’t recommend making people sing and cry.

Irving Seidman, Interviewing as Qualitative Research: ch. 6, Technique Isn’t Everything, But It Is a Lot. This is a good reading to start with. Basics.

Robert S. Weiss, Learning from Strangers – The Art and Method of Qualitative Interview Studies, New York: The Free Press, 1994.  Readings are long because they include long excerpts from interview transcripts.

Chapter 3 – Preparation for Interviewing
Chapter 4 – Interviewing – Part 1
Chapter 4 – Interviewing – Part 2 – Examples of Interviewing
Chapter 5 – Issues in Interviewing

Ethnography and Contextual Inquiry

ETHNOGRAPHY IN INDUSTRY: OBJECTIVES? BY VICTORIA BELLOTTIPARC / JUNE 1ST 2010  UX Magazine

Forsythe, Diana E. (1999) “It’s Just a Matter of Common Sense”: Ethnography as Invisible Work. Computer Supported Cooperative Work (CSCW) 8:1,  pp.127-145

Beyer, H. and Holtzblatt, K. Contextual Design: Defining Customer-Centered Systems. San Diego: Academic Press, 1998. Chapter 1 – Introduction

We are not going to study contextual inquiry/contextual design per se, but it’s a method people talk about.  The term “contextual inquiry” has become a more generic term for field-based observation, rather than a label for Beyer and Holtzblatt’s method.

Blomberg, J., Burrell, M., Guest, G. An ethnographic approach to design. In Jacko J. A., Sears A. (eds.). The Human-Computer Interaction Handbook: Fundamentals, Evolving Technologies and Emerging Applications. Lawrence Erlbaum Associates, Inc.: Mahwah, New Jersey, 2003.   Long, but classic overview of much of what we’re talking about.

David R. Millen. Rapid ethnography: time deepening strategies for HCI field research. Conference proceedings on Designing interactive systems : processes, practices, methods, and techniques. ACM, 2000.  The HCI world talks a lot about rapid ethnography; ethnographers are horrified.

Video Getting People to Talk: An Ethnography & Interviewing Primer: very useful.

Done by IIT Institute of Design.  Interviews with people who do ethnographic interviews for human-centered design.  You have to get past the intro on-the street interviews  — I can’t imagine anyone in Berkeley being willing to do these interviews, given how many people on the street here want money, signatures on petitions, and the like.

Note also the variability in sound quality and the way they place some interviewees.  NOT good!

Look at this also for interviewing.

Sample Videos

Bolt|Peters study of iPad vs iPhone

Bolt|Peters Best Buy Mobile UX Research

Bolt| Peters videos, many! On Vimeo.  Not all are videos of them following people around — some are their live remote web research, such as this one.

Google asks people: What is a browser?

Nielsen explains iPad failings — showing iPad functions in short video.

This site includes videos OF and ABOUT usability: 10 Must-See Usability Videos

Example of  a video of paper prototyping — note also the initial setup where they use still images to take you into the test site. Paper Prototype usability test by Corel Corporation

Survey Resources


Readings

Kuniavsky, ch. 11

There are lots of resources (online and published) on survey research generally. Here are some suggestions.  Most emphasize some aspects more than others — at least skim all of them, so that you can pick up from each what it covers more thoroughly than the others do:

Research Methods Knowledge Base: Survey Research.  You’ll see lots of similarities to interviews, but some important differences.

University of Reading Statistical Services Center, Guidelines for Planning Effective Surveys. This one has less on question construction than the above but more on other surveying issues.

Statnotes, Survey Research.  Especially good on design considerations and item bias.  Also good FAQs.

Questionnaires in Usability Engineering: FAQs (3rd ed)

Added 10/13:

The Pew Internet and American Life project is in many ways the gold standard of doing internet-related survey research — not online but via phone, where the sample is more controlled and they can reach non-users.  I don’t find a good discussion of their methods for this project, but this web page describes their methods for another project, The Pew Research Center for the People & the Press.

The kinds of surveys done in UX are nowhere near this elaborate, but are in some ways low-effort approximations of the more elaborate and statistically-valid surveys conducted by organizations like Pew.

Look in particular at this page on questionnaire design and this page on survey administration.

Analyzing survey results

University of Reading Statistical Services Center,  Approaches to the Analysis of Survey Data

Optional and Useful:

Free Survey Software

There are many.  Be sure you check their limits on free or trial use — not just # of questions and respondents, but what sort of data analysis they do, and/or whether you can download data to Excel.

surveymonkey.com

zoomerang.com

polldaddy.com

Questionnaires: Sources of questions and examples of questions (and data analysis)

Large-scale surveys from reputable sources can be great sources of question wording, when they ask questions you need to ask.  Presumably such a source will have done an adequate job of developing and testing questions. A survey of a population similar to yours can be a particularly source of questions on demographics.

Even when they don’t ask questions useful to you, looking at good models can help your own survey development.

Their reports may be even more helpful — showing good ways to summarize and present survey data.

Pew Internet and American Life project publishes their surveys. If they have written a question that works for you, use it!  Also, by seeing how carefully they word questions and answers you get a sense of the kinds of problems in question wording that they had to deal with (which may help you think about your questions).

A recent example of their work –  Online News Survey

UC Berkeley survey of new undergrads – unfortunately, doesn’t address technological capabilities and experience.

Smithsonian -ForeSee Survey —  You’ll see this company’s slight-customized surveys on a lot of websites.

Very simply website usability survey from Underage Drinking Enforcement Training Center – as an example

Reports

UC Berkeley survey of new undergrads The reports presented here are minimal.  They summarize findings for entire respondent pool; don’t break down by subgroups. Don’t compare years.

Pew Internet and American Life project Their reports tend to be for a popular audience, so don’t always have the detail needed, but they’re good at summarizing key findings.

Usability Testing

See also Remote Usability Testing; Mobile Usability Testing

Readings

updated 9/20

Kuniavsky, ch. 10

Rubin, Jeffrey, Handbook of Usability Testing: How to Plan, Design, and Conduct Effective Tests. Wiley, 1994

(This book is worth buying — a classic — get the new edition, 2008.)

New edition has sample forms online — note in particular:

Chapter 05: Test Plans and Designs
A sample test plan including sections for overall objectives, research questions, location and setup, recruiting participants, and methodology.
17.41 KB HTTPFTP
Chapter 08: Session Forms
Pre-Test Forms: Background Questionnaire
9.69 KB HTTPFTP
Chapter 08: Session Forms
Post-Test Forms: Closing Likert Ratings
61.39 KB HTTPFTP
Chapter 08: Session Forms
Post-Test Forms: Closing Semantics Deferentials
8.07 KB HTTPFTP
Chapter 08: Session Forms
Session Script: Example A Session Script
12.78 KB HTTPFTP
Chapter 08: Session Forms
Pre-Test Forms: Guidelines for Observers
7.56 KB HTTPFTP

Joseph S. Dumas and Beth A. LoringModerating Usability Tests: Principles and Practices for Interacting, Elsevier, 2008. The table of contents for this book has an excellent set of rules for interacting with participants in tests, which apply pretty well to interviews, too.  The table of contents has other good advice, too.  Available as an e-book and as a Kindle book.

Nielsen/Norman group User Testing workshop: list of topics tells a lot about what you need to know.

Optional from Rubin— but highly recommended:

From Usability.gov: Good templates for a variety of documents for usability testing: test plan, tester scripts, consent forms, note-taker’s guide.  As part of a page of usability templates of all kinds.

Reporting

Kuniavsky, ch. 17

Templates from usability.gov — scroll down to Reports.

Common Industry Format — is supposed to be a standard but no one uses it.

Tools

Morae: Not cheap but widely used

Ethnio

Report comparing available tools: Robin Good, Website Usability Testing: Guide To The Best Professional Usability Testing Tools And Services.  I don’t know how good this assessment is — I’m suspicious looks OK — may be most valuable for the list of tools for which you should seek other reviews. None are cheap, but some may have free trials.

Usabilla: micro usability tests

A list and description of usability testing tools: 24 Usability Testing Tools from W Craig Tomlin — don’t know the author but this list is useful.

Examples

Really good example — Wikipedia study by Bolt | Peters.  They use the Wikipedia format for report to/about Wikipedia. Includes links to highlight videos.

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