Book description
Whether it's software, a cell phone, or a refrigerator, your customer wants-no, expects-your product to be easy to use. This fully revised handbook provides clear, step-by-step guidelines to help you test your product for usability. Completely updated with current industry best practices, it can give you that all-important marketplace advantage: products that perform the way users expect. You'll learn to recognize factors that limit usability, decide where testing should occur, set up a test plan to assess goals for your product's usability, and more.
Table of contents
- Copyright
- About the Authors
- Credits
- Acknowledgments
- Foreword
- Preface to the Second Edition
-
1. Usability Testing: An Overview
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1. What Makes Something Usable?
- 1.1. What Do We Mean by "Usable"?
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1.2. What Makes Something Less Usable?
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1.2.1. Five Reasons Why Products Are Hard to Use
- 1.2.1.1. Reason 1: Development Focuses on the Machine or System
- 1.2.1.2. Reason 2: Target Audiences Expand and Adapt
- 1.2.1.3. Reason 3: Designing Usable Products Is Difficult
- 1.2.1.4. Reason 4: Team Specialists Don't Always Work in Integrated Ways
- 1.2.1.5. Reason 5: Design and Implementation Don't Always Match
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1.2.1. Five Reasons Why Products Are Hard to Use
- 1.3. What Makes Products More Usable?
- 1.4. What Are Techniques for Building in Usability?
- 2. What Is Usability Testing?
-
3. When Should You Test?
- 3.1. Our Types of Tests: An Overview
- 3.2. Exploratory or Formative Study
- 3.3. Assessment or Summative Test
- 3.4. Validation or Verification Test
- 3.5. Comparison Test
- 3.6. Iterative Testing: Test Types through the Lifecycle
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4. Skills for Test Moderators
- 4.1.
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4.2. Characteristics of a Good Test Moderator
- 4.2.1. Grounding in the Basics of User-Centered Design
- 4.2.2. Quick Learner
- 4.2.3. Instant Rapport with Participants
- 4.2.4. Excellent Memory
- 4.2.5. Good Listener
- 4.2.6. Comfortable with Ambiguity
- 4.2.7. Flexibility
- 4.2.8. Long Attention Span
- 4.2.9. Empathic "People Person"
- 4.2.10. "Big Picture" Thinker
- 4.2.11. Good Communicator
- 4.2.12. Good Organizer and Coordinator
- 4.3. Getting the Most out of Your Participants
- 4.4. Troubleshooting Typical Moderating Problems
- 4.5. How to Improve Your Session-Moderating Skills
-
1. What Makes Something Usable?
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2. The Process for Conducting a Test
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5. Develop the Test Plan
- 5.1. Why Create a Test Plan?
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5.2. The Parts of a Test Plan
- 5.2.1. Review the Purpose and Goals of the Test
- 5.2.2. Communicate Research Questions
- 5.2.3. Summarize Participant Characteristics
- 5.2.4. Describe the Method
- 5.2.5. List the Tasks
- 5.2.6. Describe the Test Environment, Equipment, and Logistics
- 5.2.7. Explain What the Moderator Will Do
- 5.2.8. List the Data You Will Collect
- 5.2.9. Describe How the Results Will Be Reported
- 5.3. Sample Test Plan
-
6. Set Up a Testing Environment
- 6.1. Decide on a Location and Space
- 6.2. Recommended Testing Environment: Minimalist Portable Lab
- 6.3. Gather and Check Equipment, Artifacts, and Tools
- 6.4. Identify Co-Researchers, Assistants, and Observers
-
7. Find and Select Participants
- 7.1. Characterize Users
- 7.2. Define the Criteria for Each User Group
- 7.3. Determine the Number of Participants to Test
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7.4. Write the Screening Questionnaire
- 7.4.1. Review the Profile to Understand Users' Backgrounds
- 7.4.2. Identify Specific Selection Criteria
- 7.4.3. Formulate Screening Questions
- 7.4.4. Organize the Questions in a Specific Order
- 7.4.5. Develop a Format for Easy Flow through the Questionnaire
- 7.4.6. Test the Questionnaire on Colleagues and Revise It
- 7.4.7. Consider Creating an "Answer Sheet"
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7.5. Find Sources of Participants
- 7.5.1. Internal Participants
- 7.5.2. Qualified Friends and Family
- 7.5.3. Web Site Sign-Up
- 7.5.4. Existing Customers from In-House Lists
- 7.5.5. Existing Customers through Sales Representatives
- 7.5.6. User Groups or Clubs, Churches, or Other Community Groups
- 7.5.7. Societies and Associations
- 7.5.8. Referrals from Personal Networks, Coworkers, and Other Participants
- 7.5.9. Craigslist
- 7.5.10. College Campuses
- 7.5.11. Market Research Firms or Recruiting Specialists
- 7.5.12. Employment Agencies
- 7.5.13. Newspaper Advertisements
- 7.6. Screen and Select Participants
- 7.7. Schedule and Confirm Participants
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8. Prepare Test Materials
- 8.1. Guidelines for Observers
-
8.2. Orientation Script
- 8.2.1. Keep the Tone of the Script Professional, but Friendly
- 8.2.2. Keep the Speech Short
- 8.2.3. Plan to Read the Script to Each Participant Verbatim
-
8.2.4. Write the Orientation Script Out
- 8.2.4.1. Make Introductions
- 8.2.4.2. Offer Refreshments
- 8.2.4.3. Explain Why the Participant Is Here
- 8.2.4.4. Describe the Testing Setup
- 8.2.4.5. Explain What Is Expected of the Participant
- 8.2.4.6. Assure the Participant That He or She Is Not Being Tested
- 8.2.4.7. Explain Any Unusual Requirements
- 8.2.4.8. Mention That It Is Okay to Ask Questions at Any Time
- 8.2.4.9. Ask for Any Questions
- 8.2.4.10. Refer to Any Forms That Need to Be Completed and Pass Them Out
- 8.3. Background Questionnaire
- 8.4. Data Collection Tools
- 8.5. Nondisclosures, Consent Forms, and Recording Waivers
- 8.6. Pre-Test Questionnaires and Interviews
- 8.7. Prototypes or Products to Test
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8.8. Task Scenarios
- 8.8.1. Provide Realistic Scenarios, Complete with Motivations to Perform
- 8.8.2. Sequence the Task Scenarios in Order
- 8.8.3. Match the Task Scenarios to the Experience of the Participants
- 8.8.4. Avoid Using Jargon and Cues
- 8.8.5. Try to Provide a Substantial Amount of Work in Each Scenario
- 8.8.6. Give Participants the Tasks to Do
- 8.9. Optional Training Materials
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8.10. Post-Test Questionnaire
- 8.10.1. Use the Research Questions(s) from the Test Plan as the Basis for Your Content
- 8.10.2. Develop Questionnaires That Will Be Distributed Either during or after a Session
- 8.10.3. Ask Questions Related to That Which You Cannot Directly Observe
- 8.10.4. Develop the Basic Areas and Topics You Want to Cover
- 8.10.5. Design the Questions and Responses for Simplicity and Brevity
- 8.10.6. Use the Pilot Test to Refine the Questionnaire
- 8.11. Common Question Formats
- 8.12. Debriefing Guide
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9. Conduct the Test Sessions
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9.1. Guidelines for Moderating Test Sessions
- 9.1.1. Moderate the Session Impartially
- 9.1.2. Be Aware of the Effects of Your Voice and Body Language
- 9.1.3. Treat Each New Participant as an Individual
- 9.1.4. If Appropriate, Use the "Thinking Aloud" Technique
- 9.1.5. Probe and Interact with the Participant as Appropriate
- 9.1.6. Stay Objective, But Keep the Tone Relaxed
- 9.1.7. Don't "Rescue" Participants When They Struggle
- 9.1.8. If You Make a Mistake, Continue On
- 9.1.9. Ensure That Participants Are Finished Before Going On
- 9.1.10. Assist the Participants Only as a Last Resort
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9.2. Checklists for Getting Ready
- 9.2.1. Checklist 1: A Week or So before the Test
- 9.2.2. Checklist 2: One Day before the Test
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9.2.3. Checklist 3: The Day of the Test
- 9.2.3.1. Prepare Yourself Mentally
- 9.2.3.2. Greet the Participant
- 9.2.3.3. Have the Participant Fill Out and Sign Any Preliminary Documents
- 9.2.3.4. Read the Orientation Script and Set the Stage
- 9.2.3.5. Have the Participant Fill Out Any Pre-Test Questionnaires
- 9.2.3.6. Move to the Testing Area and Prepare to Test
- 9.2.3.7. Start Recordings
- 9.2.3.8. Set Decorum for Observers in the Room
- 9.2.3.9. Provide Any Prerequisite Training If Your Test Plan Includes It
- 9.2.3.10. Either Distribute or Read the Written Task Scenario(s) to the Participant
- 9.2.3.11. Record Start Time, Observe the Participant, and Collect All Critical Data
- 9.2.3.12. Have the Participant Complete All Post-Test Questionnaires
- 9.2.3.13. Debrief the Participant
- 9.2.3.14. Close the Session
- 9.2.3.15. Organize Data Collection and Observation Sheets
- 9.2.3.16. Debrief with Observers
- 9.2.3.17. Provide Adequate Time between Test Sessions
- 9.2.3.18. Prepare for the Next Participant
- 9.3. When to Intervene
- 9.4. What Not to Say to Participants
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9.1. Guidelines for Moderating Test Sessions
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10. Debrief the Participant and Observers
- 10.1. Why Review with Participants and Observers?
- 10.2. Techniques for Reviewing with Participants
- 10.3. Where to Hold the Participant Debriefing Session
- 10.4. Basic Debriefing Guidelines
- 10.5. Advanced Debriefing Guidelines and Techniques
- 10.6. Reviewing and Reaching Consensus with Observers
- 11. Analyze Data and Observations
-
12. Report Findings and Recommendations
- 12.1. What Is a Finding?
- 12.2. Shape the Findings
- 12.3. Draft the Report
-
12.4. Develop Recommendations
- 12.4.1. Focus on Solutions That Will Have the Widest Impact
- 12.4.2. Ignore Political Considerations for the First Draft
- 12.4.3. Provide Both Short-Term and Long-Term Recommendations
- 12.4.4. Indicate Areas Where Further Research Is Required
- 12.4.5. Be Thorough
- 12.4.6. Make Supporting Material Available to Reviewers
- 12.5. Refine the Report Format
- 12.6. Create a Highlights Video or Presentation
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5. Develop the Test Plan
-
3. Advanced Techniques
-
13. Variations on the Basic Method
- 13.1. Who? Testing with Special Populations
- 13.2. What: Prototypes versus Real Products
- 13.3. How? Techniques for Monitored Tests
- 13.4. Where? Testing Outside a Lab
- 13.5. Self-Reporting (Surveys, Diary Studies)
-
14. Expanding from Usability Testing to Designing the User Experience
- 14.1. Stealth Mode: Establish Value
- 14.2. Build on Successes
-
14.3. Formalize Processes and Practices
- 14.3.1. Establish a Central Residency for User-Centered Design
- 14.3.2. Add Usability-Related Activities to the Product Life Cycle
- 14.3.3. Educate Others within Your Organization
- 14.3.4. Identify and Cultivate Champions
- 14.3.5. Publicize the Usability Success Stories
- 14.3.6. Link Usability to Economic Benefits
-
14.4. Expand UCD throughout the Organization
- 14.4.1. Pursue More Formal Educational Opportunities
- 14.4.2. Standardize Participant Recruitment Policies and Procedures
- 14.4.3. Align Closely with Market Research and Industrial Design
- 14.4.4. Evaluate Product Usability in the Field after Product Release
- 14.4.5. Evaluate the Value of Your Usability Engineering Efforts
- 14.4.6. Develop Design Standards
- 14.4.7. Focus Your Efforts Early in the Product Life Cycle
- 14.4.8. Create User Profiles, Personas, and Scenarios
- A. Afterword
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13. Variations on the Basic Method
Product information
- Title: Handbook of Usability Testing: How to Plan, Design, and Conduct Effective Tests, Second Edition
- Author(s):
- Release date: May 2008
- Publisher(s): Wiley
- ISBN: 9780470185483
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