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W13 - Evaluation Studies - From Controlled To Natural Settings
W13 - Evaluation Studies - From Controlled To Natural Settings
Computer Interaction
Lecture 13
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Goals
• Explain how to do usability testing
• Outline the basics of experimental
design
• Describe how to do field studies
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Introduction
• Focus on evaluation studies that take place in a spectrum of
settings, from controlled laboratories to natural settings.
– Usability testing
• which takes place in usability labs and other
controlled lab-like settings
– Experiments
• which take place in research labs
– Field studies
• which take place in natural settings, such as
people’s homes, schools, work, and leisure
environments
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Usability Testing
• The usability of products tested in controlled laboratory
settings.
• Performing usability testing in a laboratory
– enables designers to control what users do
– allows them to control the environmental
– and social influences that might impact the user’s
performance.
• The goal is to test whether
– the product being developed is usable by the intended
users
– in order to achieve the tasks for which it was designed
– and whether users are satisfied with their experience.
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Usability Testing: Methods, Tasks, and
Users
• Collecting data about users’ performance on predefined
tasks - central to usability testing
– Controlled settings
– Users are observed and timed
– Data is recorded on video, and key presses are
logged
– Think aloud technique
– Performance measures
• time it takes typical users to complete a task
• number of errors that users make
– User satisfaction is evaluated using questionnaires
and interviews
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Quantitative Performance
Measures
• Number of users successfully completing the task
• Time to complete task
• Time to complete task after time away from task
• Number and type of errors per task
• Number of errors per unit of time
• Number of navigations to online help or manuals
• Number of users making a particular type of error
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Usability Testing Conditions
• Usability lab or other controlled space
• Emphasis on:
Selecting representative users
Developing representative tasks
• 5-10 users typically selected
• Tasks usually around 30 minutes
• Test conditions are the same for every
participant
• Informed consent form explains procedures and
deals with ethical issues
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Usability Testing: Labs and Equipment
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Usability Lab with Observers
Watching a User and Assistant
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Beyond Usability Labs
• Usability labs can be expensive and labor-intensive to run and
maintain.
– Mobile usability and Remote usability
• Mobile usability equipment typically includes video cameras,
laptops, eye-tracking devices, and other measuring equipment that
can be set up temporarily in an office or other space, converting it
into a makeshift usability laboratory.
• Advantages
– the equipment can be taken into work settings enabling testing to be
done on-site
– which makes it less artificial and more convenient for the participants.
• lab-in-a-box or lab-in-a-suitcase
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Tobii Glasses Mobile
Eye-Tracking System
Source: Dalton et al., 2015, p.3891. Reproduced with permission of ACM Publications.
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Tobii Glasses Mobile Eye-Tracking
System (Cont.)
• In a recent study, eye-tracking glasses were used to record
the eyegaze of people in a shopping mall.
• Study goal
– find out whether shoppers pay attention to large format plasma
screen displays when wandering around a large shopping mall in
London.
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Case Study: Testing the iPad Usability
• When Apple’s iPad first came onto the market, usability
specialists from the Nielsen Norman Group conducted
user tests to evaluate participants’ interactions with
websites and apps specifically designed for the iPad.
• Tests had to be done quickly, as information was needed
by third-party app developers
• Also needed to be done secretly so that the competition
was not aware of the study before the iPad was
launched
• A second study was carried out, a year later, to examine
some additional usability issues.
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Case Study: Testing the iPad
Usability (Cont.)
• iPad Usability: First Findings from User
Testing
– Used two usability evaluation methods
– 1. usability testing with think-aloud
– 2. an expert review
• The usability testing was carried out in two cities in the United
States: Fremont, California, and Chicago, Illinois.
• The test sessions were similar: typical usability issues when using
apps and websites.
• Seven participants with over three months experience with iPhones
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Case Study: Testing the iPad Usability
(Cont.)
• Signed an informed consent form explaining:
What the participant would be asked to do
The length of time needed for the study
The compensation that would be offered for participating
Participants’ right to withdraw from the study at any time
A promise that the person’s identity would not be disclosed
An agreement that the data collected would be confidential
and available to only the evaluators
• Participants were asked to explore the iPad
• Next, they were asked to perform randomly-assigned
specified tasks
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Examples of the Tasks
Used in the iPad Evaluation
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Usability Problems and Actions
• Examples of problems detected:
Accessing the Web was difficult
Lack of affordance and feedback
Getting lost in an application
Knowing where to tap
• Actions by evaluators:
Reported to developers
Made available to public on Neilsen Norman
Group.
Study did not address how iPad would be used in
people’s everyday lives
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Case Study: Testing the iPad
Usability (Cont.)
• Another study was done a year later to examine this and
other issues that there was insufficient time to address in
the first study
• iPad Usability: Year One
– the first study was done with participants who did not have direct
experience with an iPad.
– A year later, the researchers were able to recruit participants
with at least two months’ experience of using an iPad.
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Usability Demo
• A video illustrates the usability problems that a
woman had when navigating a website to find the
best deal for renting a car in her neighborhood.
• It illustrates how usability testing can be done in
person by a designer sitting with a participant.
• The video is called Rocket Surgery Made Easy by
Steve Krug, and you can view it here:
https://www.youtube.com/watch?v=QckIzHC99Xc
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Conducting Experiments
• In research contexts, specific hypotheses are tested
– that make a prediction about the way users will perform with an
interface.
– Example hypothesis: context menus are easier to select as compared to
cascading menus.
• Hypotheses Testing
– Predict the relationship between two or more variables
– Independent variable is manipulated by the researcher (e.g. different
menu types)
– Dependent variable influenced by the independent variable (e.g. time
taken to select an option)
– Validated statistically and replicable
– Analysis of the data using statistical tests (e.g., t-tests)
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Experimental Design
• To test a hypothesis, the researcher has to
set up the conditions and find ways to
keep other variables constant to prevent
them from influencing the findings. This is
called the experimental design.
• Determine which participants to involve for
which conditions in an experiment.
• Different designs
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Different Types of Experimental
Designs
• Different participants (between subjects):
• Single group of participants is allocated
randomly to the experimental conditions
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Field Studies
• Field studies are done in natural settings
• Qualitative data of people’s behavior and activities
• Data on the frequency and patterns of daily activities
• Data collection by observing and interviewing people
(video, audio, field notes, photos or diaries)
• Deciding whether to tell the people being observed that
they are being studied
– might change the way they behave or disrupt their behavior
• Ensure the privacy of participants, sign an informed
consent form
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Field Studies: In-the-Wild Studies
• “In the wild” is a term for prototypes being
used freely in natural settings
• Seek to understand what users do naturally
and how technology impacts them
• Field studies are used in product design to:
Identify opportunities for new technology
Determine design requirements
Decide how best to introduce new technology
Evaluate technology in use
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Case Study: A Field Study of a
Pain-monitoring Device
• Monitoring patients’ pain is a known challenge for
physicians
• Goal of the study was to evaluate the use of a pain-
monitoring device for use after ambulatory surgery
• Painpad, a pain-monitoring tangible device for
patients to report their pain levels
• It was usability tested extensively in the lab before
brought into two hospitals
• Goal was to understand how Painpad was used in
the natural environment and as part of routines in two
UK hospitals.
• How manual pain-monitoring differed with Painpad
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Painpad
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Painpad: Data Analysis and Presentation
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Usability Testing and Experiments
Usability Testing Experiments for Research
• Improve products • Discover knowledge
• Few participants • Many participants
• Results inform design • Results validated
statistically
• Usually not completely
replicable • Must be replicable
• Conditions controlled as • Strongly controlled
much as possible conditions
• Procedure planned • Experimental design
• Results reported to • Scientific report to
developers scientific community
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How Many Participants Are Needed When
Carrying Out An Evaluation Study?
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Questions?