Chapter 7

Conducting Usability Sessions


We describe the process for setting up and conducting a usability session. This starts with the “day before” testing, which include preparing the equipment and organizing the materials. We then provide guidance on how to moderate the session in an unbiased manner, with special consideration for remote moderating. We provide tips on dealing with common situations as well as moderating challenges. We then discuss the roles of the moderator compared with note-takers and other observers and how to involve stakeholders in the usability testing process. The chapter ends with a discussion of how to collect and record data during the session and how to log observations.


Dry run; probing; screen sharing; ...

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