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Using diary studies to track long-term usability results

Using diary studies to track long-term usability results

Presented to PSEWEB 2018. Overview and considerations for conducting diary studies in higher education.

Amy Grace Wells

August 14, 2018
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  1. Using diary studies
    to track long-term
    usability results
    Amy Grace Wells, UX Booth
    @amygracewells

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  2. Hi, I’m Amy Grace
    and I’m a crazy person
    @amygracewells
    #pseweb

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  4. Why research?
    @amygracewells
    #pseweb

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  5. You≠User
    @amygracewells
    #pseweb

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  6. Prioritize resources
    @amygracewells
    #pseweb

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  7. Reduce problems
    @amygracewells
    #pseweb

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  8. What is this diary study
    thing you speak of?
    @amygracewells
    #pseweb

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  9. –Nielsen Norman Group
    “A diary study is a research method used to
    collect qualitative data about user behaviors,
    activities, and experiences over time.”

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  10. Key attributes
    • Qualitative
    • Self-reported at regular
    intervals
    • Contextual understanding
    of user behaviors
    • Good for “how” questions
    @amygracewells
    #pseweb

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  11. Understand behavior
    • Habits — time of day; how they choose to share
    • Usage scenarios — primary tasks; workflows for completing longer-
    term tasks (test these later in the process)
    • Attitudes and motivations — motivation to perform specific tasks;
    users feeling and thinking
    • Changes in behaviors and perceptions — learnable; loyalty; perception
    • Customer journeys — cross-channel user experience across different
    devices and channels; cumulative effect of multiple touchpoints
    @amygracewells
    #pseweb

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  12. Why diary studies?
    @amygracewells
    #pseweb

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  13. The “poor man’s field study”
    aka perfectly designed for higher ed
    @amygracewells
    #pseweb

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  14. Learnability & Performance
    @amygracewells
    #pseweb

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  15. Pros
    • Immediate reaction, not remembering
    • Test systems that are used regularly
    • Effect of environment
    • More in-depth than a single usability study
    @amygracewells
    #pseweb

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  16. Cons
    • No observation
    • Complicated and time-intensive to set up
    • Retaining participants can be difficult
    • Qualitative results take more time to interpret
    @amygracewells
    #pseweb

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  17. When to use diary studies?
    @amygracewells
    #pseweb

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  18. Diary studies to
    • Track long processes over several days (finding and
    registering for classes, reserving campus space)
    • Discover what motivates users to initiate certain
    actions (using search bar)
    • Determine how a system factors into regular habits
    • Assess retention and/or learnability
    @amygracewells
    #pseweb

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  19. How to do a diary study
    @amygracewells
    #pseweb

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  20. Include
    • Clear instructions
    • Template
    • Collection method
    • Rewards/Encouragement
    @amygracewells
    #pseweb

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  21. Disclaimer
    Know your university rules (or don’t).
    Some may require approval of research offices/IRB.
    @amygracewells

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  22. Instructions
    • Be explicit
    • When/how often should they report
    • How they should report
    • What they should report
    • Provide help
    • Direct contact info
    @amygracewells
    #pseweb

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  24. Template
    • Gets the info you want with a question-based template
    • Makes it easier for the participant
    • Allows for limited quantitative questions
    @amygracewells
    #pseweb

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  26. Allow space for activities,
    thoughts, and frustrations
    @amygracewells
    #pseweb

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  27. Collection method
    • Email
    • Evernote
    • SMS
    • SurveyMonkey
    • Google Drive (doc or form)
    • UserTesting
    • Voicemails
    @amygracewells
    #pseweb

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  28. Collection consideration
    • Audience
    • Environment
    • Comfort with technology
    • Allow for media
    @amygracewells
    #pseweb

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  29. Retention
    • Choose rewards that fit your budget (gift cards, swag)
    • Set milestones for rewards and do your part
    • Send reminders and thanks
    @amygracewells
    #pseweb

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  30. Don’t miss post-study
    opportunities
    Conduct moderated interviews to discuss overall experience.
    Clarify any details or ask any questions from the results.
    @amygracewells
    #pseweb

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  32. How do we recruit?
    @amygracewells
    #pseweb

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  33. Choose wisely
    • Goal is 4-6 participants
    • Choose 10-12 from target audience
    • Conduct interviews (bonus if you can provide incentive for this)
    • Select those that answer freely and most likely to have
    time to participate (aka don’t choose an athlete during peak season)
    @amygracewells
    #pseweb

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  34. Set up success
    • Conduct a training
    • Provide feedback after the first submission (but keep it
    minimal; you’re not here to bias)
    • Thank them after submission
    • Remind about upcoming reward milestones
    @amygracewells
    #pseweb

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  35. How do we use results?
    @amygracewells
    #pseweb

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  37. Qualitative results require
    time, time, & more time
    Look for patterns
    Color-code
    Save repeated words and phrases
    @amygracewells
    #pseweb

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  38. Map their experience
    Grab the post-its
    Map their key tasks
    Map their obstacles
    Map their emotions
    @amygracewells
    #pseweb

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  39. Let their words
    make the impact
    Include quotes in results report
    @amygracewells
    #pseweb

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  40. Results inform
    • Future testing by identifying issues
    • Iterative testing such as usability studies
    • Resource allocation
    • Case for more testing and testing budgets
    @amygracewells
    #pseweb

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  41. Thanks for listening
    Amy Grace Wells
    Editorial Director, UX Booth
    [email protected]
    @amygracewells

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  42. Sources
    • Nielsen Norman Group
    • User Testing
    • UXMastery
    • UX Booth
    • Images from: 123rf, Pinterest, BlinkUX, N/N Group, Spotless

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