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Handheld device usability testing techniques
Walt Buchan - July 2012


                                                                              1
The goal for mobile device
                                                   testing has been to recreate
                                                   the desktop usability testing
                                                   and record the screen of the
                                                   device.

                                                   Typically this has meant
                                                   mounting the device on a sled
                                                   with a webcam, or t wo, to
                                                   video the screen and the
                                                   participants face.

http://www.flickr.com/photos/witflow/5936043207/                                   2
That struck me as the wrong
 approach. Like putting a
 participant under a
 microscope.

 We know that people use
 phones and tablets anytime,
 anywhere, anyhow. I wanted
 to get testing closer to that
 ideal, real environment of
 use.

http://www.flickr.com/photos/slumadridcampus/5750162705/   3
Something where the
  participant is as unimpeded by
  recording equipment and
  technology as possible.

  But without the cat.




http://www.flickr.com/photos/earlysound/4490601295/   4
The technique needed to
 acknowledges the revolution in
 usage that phones and tablets
 have achieved.

 No more do you have to sit at a
 desk on an office chair in room
 on your own. Now you can
 watch TV at the same time too.



http://www.flickr.com/photos/smays/4489922240/   5
Wait a minute, the guys that
                                                       are paying for the testing
                                                       still want to watch the test
                                                       and sleds allowed that

                                                       But using a sled creates an
                                                       opportunity to video the
                                                       screen and the participant’s
                                                       hands. Now we can see how
                                                       they physically use the phone
                                                       too.

http://www.flickr.com/photos/number10gov/5346045124/                                   6
No sled here, just a camera
suspended over the area
where the participant will
use the phone.

Now they can pick the device
up, put it down, switch to
landscape and back. Noting
to impede their usage. And
the clients can still watch the
streamed video of the test.
                                  7
How to record a mobile user test




                                   8
cxpartners first mobile phone
test rig back in 2007 DV/HDMI
                     .
Cameras are great as they
have optical zoom and fixed
focus.
Webcams, unfortunately,
appear to autofocus on human
skin not shiny screens. That
makes videoing people using
phones very difficult.


                                9
Capture a contextual video. The
usability kit in development, this kit
can be used without the table in user
testing sessions.

Kit includes:
• DV cam
• Microphone stand
• EasyCap capture card (Windows and OSX

  compatible)
• Use the EasyCap soft ware to record the

  test session
• Mirror the computer screen via VGA to

  an external monitor for clients



                                            10
Other ideas to get that video quality
tip top.
• Use black sugar paper or ‘photographers
  velvet’ to reduce white balance problems
• use phones with black cases, if possible
• anti-reflective sticky screens for the

  phone to cut the glare
• indirect lighting




                                             11
Alternatively use a
                                                               document camera.

                                                               The lower quality of the
                                                               camera means the
                                                               participant will lose
                                                               flexibility of use.




http://www.flickr.com/photos/teachingsagittarian/5528385861/                              12
Wish list -

                   The Note-Taker system using a
                   Point Grey Firefly camera and
                   the super clever system
                   developed by David Hayden.

                   The combination of a machine
                   vision cameras and multi-touch
www.haydenat.com   pan and zoom control of the
                   picture is irresistible.


                                                    13
Sleds are available




                      14
www.mrtappy.com/
                                                              photos.htm


www.measuringusability.com/      www.noldus.com/human-
blog/mobile-usability-test.php   behavior-research/accessories/
                                 mobile-device-camera-mdc          There are some great sleds
                                                                   available, if that’s the
                                                                   direction you choose.




                                                                                                15
My sled, made of K’Nex (my
kids haven’t forgiven me) and
a phone holder that would
normally be stuck to a car
windscreen.

It’s very cheap, very light,
fits any phone and spins to
allow landscape use of
phones.




                                16
Sleds are likely to make
people use t wo hands when
they normally use one hand

People can feel uncomfortable
holding them for long periods
of time (to be fair mobile
tests shouldn’t need people to
hold the phone for a long
time)




People may not pick the sled
up leaving them to jab at the
phone with a finger

References are included at
the end.




                                 17
Alternatives that capture screen activity




                                        18
Display Recorder

                                          Only works on jailbroken iOS
                                          phones. That’s not something
                                          I’d recommend, particularly
                                          in a test environment.




http://rpetri.ch/cydia/displayrecorder/

                                                                         19
UX Recorder

                             Very promising soft ware to
                             record mobile websites and
                             shell apps. Currently waiting
                             for approval from Apple, I
                             assume ( in July 2012)




http://www.uxrecorder.com/
                                                             20
Test Studio

                                                                  A kit to add whilst an app is
                                                                  being developed. that will
                                                                  record how Beta apps are
                                                                  used.



http://www.telerik.com/automated-testing-tools/ios-testing.aspx



                                                                                                  21
Summary




          22
There’s been a debate that the
     technique used to capture the
     session depends on the objectives
     of the test.

     e.g.
     Comprehension of the content -
     maybe a sled is better

    Ergonomics of the app - maybe a
    contextual video is better




http://www.flickr.com/photos/petroleumjelliffe/694990145/   23
I think the debate is over.

    Always gather a contextual video.
    With the right camera you’ll get
    context and see, in detail, the screen
    the participant sees and you’ll see
    how the device is used.

    If you can, add a screen recorder to
    collect and stream the screen of the
    device.

    You don’t need a sled, their days are
    numbered.

http://www.flickr.com/photos/ideath/6978494627/   24
Reference list:
HCI Beyond the GUI. Design for Haptic, Speech, Olfactory, and Other Non-traditional
Interfaces. Edited by Philip Kortum - 2008, Morgan Kaufmann Publishers Inc.

Henry Been-Lirn Duh et al. Usability Evaluation for Mobile Device: A Comparison of
Laboratory and Field Tests - 2005

Rudy Schusteritsch et al. Towards the Perfect Infrastructure for Usability Testing on Mobile
Devices - CHI 2007


Apologies
I’m aware this presentation is skewed toward testing iOS devices. It’s a reflection of the
commercial testing I’ve been involved with.

I intend to revise the presentation to include ideas for user testing Android and Microsoft
and other OS devices.



                                                                                            25
Thank you

Walt Buchan
    walt.buchan@cxpartners.co.uk

    @silverfoxyboy




                                   26

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Mobile Usability Research techniques and tips

  • 2. The goal for mobile device testing has been to recreate the desktop usability testing and record the screen of the device. Typically this has meant mounting the device on a sled with a webcam, or t wo, to video the screen and the participants face. http://www.flickr.com/photos/witflow/5936043207/ 2
  • 3. That struck me as the wrong approach. Like putting a participant under a microscope. We know that people use phones and tablets anytime, anywhere, anyhow. I wanted to get testing closer to that ideal, real environment of use. http://www.flickr.com/photos/slumadridcampus/5750162705/ 3
  • 4. Something where the participant is as unimpeded by recording equipment and technology as possible. But without the cat. http://www.flickr.com/photos/earlysound/4490601295/ 4
  • 5. The technique needed to acknowledges the revolution in usage that phones and tablets have achieved. No more do you have to sit at a desk on an office chair in room on your own. Now you can watch TV at the same time too. http://www.flickr.com/photos/smays/4489922240/ 5
  • 6. Wait a minute, the guys that are paying for the testing still want to watch the test and sleds allowed that But using a sled creates an opportunity to video the screen and the participant’s hands. Now we can see how they physically use the phone too. http://www.flickr.com/photos/number10gov/5346045124/ 6
  • 7. No sled here, just a camera suspended over the area where the participant will use the phone. Now they can pick the device up, put it down, switch to landscape and back. Noting to impede their usage. And the clients can still watch the streamed video of the test. 7
  • 8. How to record a mobile user test 8
  • 9. cxpartners first mobile phone test rig back in 2007 DV/HDMI . Cameras are great as they have optical zoom and fixed focus. Webcams, unfortunately, appear to autofocus on human skin not shiny screens. That makes videoing people using phones very difficult. 9
  • 10. Capture a contextual video. The usability kit in development, this kit can be used without the table in user testing sessions. Kit includes: • DV cam • Microphone stand • EasyCap capture card (Windows and OSX compatible) • Use the EasyCap soft ware to record the test session • Mirror the computer screen via VGA to an external monitor for clients 10
  • 11. Other ideas to get that video quality tip top. • Use black sugar paper or ‘photographers velvet’ to reduce white balance problems • use phones with black cases, if possible • anti-reflective sticky screens for the phone to cut the glare • indirect lighting 11
  • 12. Alternatively use a document camera. The lower quality of the camera means the participant will lose flexibility of use. http://www.flickr.com/photos/teachingsagittarian/5528385861/ 12
  • 13. Wish list - The Note-Taker system using a Point Grey Firefly camera and the super clever system developed by David Hayden. The combination of a machine vision cameras and multi-touch www.haydenat.com pan and zoom control of the picture is irresistible. 13
  • 15. www.mrtappy.com/ photos.htm www.measuringusability.com/ www.noldus.com/human- blog/mobile-usability-test.php behavior-research/accessories/ mobile-device-camera-mdc There are some great sleds available, if that’s the direction you choose. 15
  • 16. My sled, made of K’Nex (my kids haven’t forgiven me) and a phone holder that would normally be stuck to a car windscreen. It’s very cheap, very light, fits any phone and spins to allow landscape use of phones. 16
  • 17. Sleds are likely to make people use t wo hands when they normally use one hand People can feel uncomfortable holding them for long periods of time (to be fair mobile tests shouldn’t need people to hold the phone for a long time) People may not pick the sled up leaving them to jab at the phone with a finger References are included at the end. 17
  • 18. Alternatives that capture screen activity 18
  • 19. Display Recorder Only works on jailbroken iOS phones. That’s not something I’d recommend, particularly in a test environment. http://rpetri.ch/cydia/displayrecorder/ 19
  • 20. UX Recorder Very promising soft ware to record mobile websites and shell apps. Currently waiting for approval from Apple, I assume ( in July 2012) http://www.uxrecorder.com/ 20
  • 21. Test Studio A kit to add whilst an app is being developed. that will record how Beta apps are used. http://www.telerik.com/automated-testing-tools/ios-testing.aspx 21
  • 22. Summary 22
  • 23. There’s been a debate that the technique used to capture the session depends on the objectives of the test. e.g. Comprehension of the content - maybe a sled is better Ergonomics of the app - maybe a contextual video is better http://www.flickr.com/photos/petroleumjelliffe/694990145/ 23
  • 24. I think the debate is over. Always gather a contextual video. With the right camera you’ll get context and see, in detail, the screen the participant sees and you’ll see how the device is used. If you can, add a screen recorder to collect and stream the screen of the device. You don’t need a sled, their days are numbered. http://www.flickr.com/photos/ideath/6978494627/ 24
  • 25. Reference list: HCI Beyond the GUI. Design for Haptic, Speech, Olfactory, and Other Non-traditional Interfaces. Edited by Philip Kortum - 2008, Morgan Kaufmann Publishers Inc. Henry Been-Lirn Duh et al. Usability Evaluation for Mobile Device: A Comparison of Laboratory and Field Tests - 2005 Rudy Schusteritsch et al. Towards the Perfect Infrastructure for Usability Testing on Mobile Devices - CHI 2007 Apologies I’m aware this presentation is skewed toward testing iOS devices. It’s a reflection of the commercial testing I’ve been involved with. I intend to revise the presentation to include ideas for user testing Android and Microsoft and other OS devices. 25
  • 26. Thank you Walt Buchan walt.buchan@cxpartners.co.uk @silverfoxyboy 26