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Cross	
  Cultural	
  UX	
  Research	
  –	
  Best	
  
prac3ces	
  for	
  Interna3onal	
  Insights	
  
June	
  2013	
  
Chris	
  Rourke	
  
User	
  Vision	
  
@crourke	
  	
  	
  	
  	
  @uservision	
  
Outline	
  
•  Why	
  do	
  interna-onal	
  UX	
  research	
  	
  	
  
•  Types	
  of	
  interna-onal	
  research	
  
•  A	
  Case	
  Study	
  :	
  Interna-onal	
  remote	
  research	
  
•  How	
  to	
  make	
  your	
  interna-onal	
  research	
  projects	
  a	
  
success	
  
	
  
Why do International UX research?
•  We live in a big, varied world
•  Language & translation
•  Technology use varies
•  Its fun
Ways to Research UX Internationally
1.  Do remote research
2.  Visit the foreign country
3.  Hire a local UX consultant
4.  Team from your local office
runs research
Remote research
•  Saves time and
expense
•  Moderated,
unmoderated
•  There are limits
–  Context of use
–  Technology to support
Bri3sh	
  Council	
  Schools	
  Online	
  	
  
•  Promotes	
  cross	
  cultural	
  sharing	
  of	
  educa-onal	
  resources	
  
•  Link	
  schools	
  worldwide	
  for	
  fun,	
  friendship	
  and	
  shared	
  learning.	
  	
  
•  Resources	
  and	
  project	
  templates	
  to	
  use	
  in	
  partnership	
  
Edinburgh,	
  
London	
  
Mexico	
  
Brazil	
  
Nigeria	
  
Egypt	
  
Pakistan	
  
Bangladesh	
  
Indonesia	
  
Challenges	
  
•  If	
  you	
  had	
  this	
  project,	
  what	
  challenges	
  you	
  would	
  
expect?	
  
Factors	
  for	
  success	
  -­‐	
  Partners	
  
•  Carefully	
  select	
  recruitment	
  partners	
  
–  Previous	
  experience	
  
–  Challenges	
  that	
  they	
  foresee	
  
–  Procedures	
  and	
  back	
  ups	
  for	
  no-­‐shows	
  
•  Consolidate	
  recruitment	
  partners	
  	
  
–  1	
  recruiter	
  for	
  3	
  different	
  countries	
  
–  Recruiters	
  handled	
  the	
  incen-ves	
  
Factors	
  for	
  success	
  –	
  Be	
  organised	
  
•  Be	
  aware	
  of	
  -me	
  
zones,	
  weekends	
  
•  Categorise	
  emails	
  	
  
	
  
Factors	
  for	
  success	
  
•  Minimise	
  the	
  technical	
  risks	
  
–  Respondents	
  	
  at	
  a	
  single	
  loca-on	
  	
  
–  Recruiter	
  and	
  laptop	
  goes	
  to	
  respondent	
  	
  
•  Beware	
  of	
  language	
  limita-ons	
  	
  
–  Simple,	
  clear	
  instruc-ons	
  	
  
	
  
Interna3onal	
  Research	
  -­‐	
  Choose	
  your	
  methods	
  	
  
Rachel	
  Hinman’s	
  presenta-on	
  on	
  Mobile	
  UX	
  Essen-als	
  
Balance	
  of	
  immersive	
  
techniques	
  for	
  deep	
  
insights	
  with	
  remote	
  ones	
  
for	
  geographical	
  reach	
  
	
  
Performing	
  UX	
  Research	
  Abroad	
  
•  Set	
  your	
  expecta-ons	
  
–  Takes	
  more	
  -me	
  
–  Is	
  more	
  expensive	
  	
  
–  Has	
  many	
  logis-cal	
  complica-ons	
  
–  Can	
  be	
  exhaus-ng	
  
•  Expect	
  to	
  get	
  less	
  done	
  in	
  a	
  research	
  session	
  
–  More	
  chat	
  about	
  weather	
  etc	
  before	
  tes-ng	
  
•  Par-cipants	
  may	
  not	
  have	
  a	
  tradi-on	
  of	
  punctuality	
  
•  Be	
  aware	
  of	
  local	
  customs	
  and	
  culture	
  	
  	
  
Be	
  culturally	
  sensi3ve	
  
•  In	
  Arab	
  countries	
  
–  Ramadan	
  
–  Prayer	
  -mes	
  
–  Shaking	
  hands	
  
–  Soles	
  showing	
  
Plan & document test preparations
•  Especially	
  if	
  distributed	
  teams	
  
•  Research	
  plan	
  &	
  objec-ves	
  
•  Modera-on	
  guide	
  
•  Research	
  materials	
  (s-muli)	
  
•  Data	
  Recording	
  sheet	
  
•  Template	
  report	
  
•  Full	
  contact	
  sheet	
  for	
  consultants,	
  
partners,	
  translators,	
  client	
  
contact	
  other	
  suppliers	
  
Language	
  –	
  The	
  devil’s	
  in	
  the	
  detail	
  
•  People	
  in	
  different	
  countries	
  
and	
  loca-ons	
  can	
  perceive	
  
the	
  same	
  words	
  differently	
  	
  
–  Translate	
  test	
  materials	
  both	
  
ways	
  	
  
–  Moderate	
  in	
  local	
  language,	
  
na-ve	
  speaker	
  
–  Understand	
  any	
  local	
  
varia-ons,	
  slang	
  
–  Consider	
  simultaneous	
  
transla-on	
  	
  
Researching	
  abroad	
  
•  Use	
  Cross-­‐cultural	
  research	
  team	
  
•  Understand	
  context	
  of	
  where	
  you	
  are	
  researching	
  
–  Arrive	
  early,	
  observe,	
  learn	
  local	
  news,	
  events	
  
–  All	
  of	
  your	
  -me	
  in-­‐country	
  is	
  part	
  of	
  your	
  research	
  
•  Recrui-ng	
  	
  
–  What	
  is	
  a	
  “local”?	
  What	
  is	
  their	
  language?	
  
–  Recruitment	
  partner	
  –	
  choose	
  carefully	
  
–  Adapt	
  sampling	
  strategies	
  
–  UK	
  “Screening”	
  may	
  not	
  make	
  sense,	
  
Moderate your Moderation
•  More	
   rapport	
  	
  -me ,	
  be	
  pa-ent	
  
•  Put	
  par-cipants	
  at	
  ease	
  
–  Appropriate	
  dress	
  
–  “Hello”	
  and	
  “Thank	
  you”	
  in	
  local	
  language	
  
–  Show	
  interest	
  in	
  their	
  culture,	
  local	
  events	
  
•  Note taking minimal
•  Video recording - optional
Contextual	
  /	
  ethnographic	
  Research	
  
•  Purely	
  observa-onal	
  
•  Provide	
  cameras	
  to	
  
par-cipants,	
  they	
  take	
  photos	
  
of	
  their	
  environment	
  	
  
•  Artefact	
  walkthroughs	
  
•  Demonstra-ons,	
  par-cipatory	
  
	
  
Interna3onal	
  Research	
  -­‐	
  logis3cs	
  
•  Keep	
  an	
  eye	
  on	
  the	
  -me	
  
–  www.-meanddate.com	
  
•  Transpor-ng	
  equipment	
  &	
  data	
  
–  Interna-onal	
  Customs	
  
–  Use	
  the	
  cloud	
  	
  for	
  backup	
  
•  Pilot	
  test	
  at	
  home	
  first	
  	
  
–  Interna-onal	
  audience	
  in	
  the	
  UK	
  
–  Use	
  bandwidth	
  shaper	
  	
  	
  
–  Replicate	
  OS,	
  browser,	
  resolu-on	
  	
  
etc	
  	
  
One	
  team	
  or	
  several	
  partners?	
  
Same	
  team	
  does	
  all	
  visits	
  
•  Perhaps	
  with	
  translator	
  
•  More	
  consistent	
  
•  More	
  -me	
  
•  More	
  travel	
  	
  
Different	
  teams	
  work	
  in	
  parallel	
  
•  Pre-­‐test	
  preps	
  cri-cal	
  
•  Quicker	
  fieldwork	
  	
  
•  Beware	
  transla-on	
  issues	
  
•  Careful	
  analysis	
  needed	
  
Who does International Research?
•  Cross	
  disciplined	
  teams	
  
•  Experienced	
  Researcher	
  
•  The	
  right	
  abtude	
  -­‐	
  curious	
  
•  Enjoy	
  cross-­‐cultural	
  
experiences	
  
Learn more
Thank	
  You!	
  
	
  
Chris	
  Rourke	
  	
  	
  @crourke	
  
User	
  Vision	
  	
  	
  	
  	
  @uservision	
  

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Cross Cultural UX research - Best practices for international insights

  • 1. Cross  Cultural  UX  Research  –  Best   prac3ces  for  Interna3onal  Insights   June  2013   Chris  Rourke   User  Vision   @crourke          @uservision  
  • 2. Outline   •  Why  do  interna-onal  UX  research       •  Types  of  interna-onal  research   •  A  Case  Study  :  Interna-onal  remote  research   •  How  to  make  your  interna-onal  research  projects  a   success    
  • 3. Why do International UX research? •  We live in a big, varied world •  Language & translation •  Technology use varies •  Its fun
  • 4. Ways to Research UX Internationally 1.  Do remote research 2.  Visit the foreign country 3.  Hire a local UX consultant 4.  Team from your local office runs research
  • 5. Remote research •  Saves time and expense •  Moderated, unmoderated •  There are limits –  Context of use –  Technology to support
  • 6. Bri3sh  Council  Schools  Online     •  Promotes  cross  cultural  sharing  of  educa-onal  resources   •  Link  schools  worldwide  for  fun,  friendship  and  shared  learning.     •  Resources  and  project  templates  to  use  in  partnership  
  • 7. Edinburgh,   London   Mexico   Brazil   Nigeria   Egypt   Pakistan   Bangladesh   Indonesia  
  • 8. Challenges   •  If  you  had  this  project,  what  challenges  you  would   expect?  
  • 9. Factors  for  success  -­‐  Partners   •  Carefully  select  recruitment  partners   –  Previous  experience   –  Challenges  that  they  foresee   –  Procedures  and  back  ups  for  no-­‐shows   •  Consolidate  recruitment  partners     –  1  recruiter  for  3  different  countries   –  Recruiters  handled  the  incen-ves  
  • 10. Factors  for  success  –  Be  organised   •  Be  aware  of  -me   zones,  weekends   •  Categorise  emails      
  • 11. Factors  for  success   •  Minimise  the  technical  risks   –  Respondents    at  a  single  loca-on     –  Recruiter  and  laptop  goes  to  respondent     •  Beware  of  language  limita-ons     –  Simple,  clear  instruc-ons      
  • 12. Interna3onal  Research  -­‐  Choose  your  methods     Rachel  Hinman’s  presenta-on  on  Mobile  UX  Essen-als   Balance  of  immersive   techniques  for  deep   insights  with  remote  ones   for  geographical  reach    
  • 13. Performing  UX  Research  Abroad   •  Set  your  expecta-ons   –  Takes  more  -me   –  Is  more  expensive     –  Has  many  logis-cal  complica-ons   –  Can  be  exhaus-ng   •  Expect  to  get  less  done  in  a  research  session   –  More  chat  about  weather  etc  before  tes-ng   •  Par-cipants  may  not  have  a  tradi-on  of  punctuality   •  Be  aware  of  local  customs  and  culture      
  • 14. Be  culturally  sensi3ve   •  In  Arab  countries   –  Ramadan   –  Prayer  -mes   –  Shaking  hands   –  Soles  showing  
  • 15. Plan & document test preparations •  Especially  if  distributed  teams   •  Research  plan  &  objec-ves   •  Modera-on  guide   •  Research  materials  (s-muli)   •  Data  Recording  sheet   •  Template  report   •  Full  contact  sheet  for  consultants,   partners,  translators,  client   contact  other  suppliers  
  • 16. Language  –  The  devil’s  in  the  detail   •  People  in  different  countries   and  loca-ons  can  perceive   the  same  words  differently     –  Translate  test  materials  both   ways     –  Moderate  in  local  language,   na-ve  speaker   –  Understand  any  local   varia-ons,  slang   –  Consider  simultaneous   transla-on    
  • 17. Researching  abroad   •  Use  Cross-­‐cultural  research  team   •  Understand  context  of  where  you  are  researching   –  Arrive  early,  observe,  learn  local  news,  events   –  All  of  your  -me  in-­‐country  is  part  of  your  research   •  Recrui-ng     –  What  is  a  “local”?  What  is  their  language?   –  Recruitment  partner  –  choose  carefully   –  Adapt  sampling  strategies   –  UK  “Screening”  may  not  make  sense,  
  • 18. Moderate your Moderation •  More   rapport    -me ,  be  pa-ent   •  Put  par-cipants  at  ease   –  Appropriate  dress   –  “Hello”  and  “Thank  you”  in  local  language   –  Show  interest  in  their  culture,  local  events   •  Note taking minimal •  Video recording - optional
  • 19. Contextual  /  ethnographic  Research   •  Purely  observa-onal   •  Provide  cameras  to   par-cipants,  they  take  photos   of  their  environment     •  Artefact  walkthroughs   •  Demonstra-ons,  par-cipatory    
  • 20. Interna3onal  Research  -­‐  logis3cs   •  Keep  an  eye  on  the  -me   –  www.-meanddate.com   •  Transpor-ng  equipment  &  data   –  Interna-onal  Customs   –  Use  the  cloud    for  backup   •  Pilot  test  at  home  first     –  Interna-onal  audience  in  the  UK   –  Use  bandwidth  shaper       –  Replicate  OS,  browser,  resolu-on     etc    
  • 21. One  team  or  several  partners?   Same  team  does  all  visits   •  Perhaps  with  translator   •  More  consistent   •  More  -me   •  More  travel     Different  teams  work  in  parallel   •  Pre-­‐test  preps  cri-cal   •  Quicker  fieldwork     •  Beware  transla-on  issues   •  Careful  analysis  needed  
  • 22. Who does International Research? •  Cross  disciplined  teams   •  Experienced  Researcher   •  The  right  abtude  -­‐  curious   •  Enjoy  cross-­‐cultural   experiences  
  • 23. Learn more Thank  You!     Chris  Rourke      @crourke   User  Vision          @uservision