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E-raamat: Moderator's Survival Guide: Handling Common, Tricky, and Sticky Situations in User Research

(Senior Usability Consultant), (Senior Usability Specialist)
  • Formaat: PDF+DRM
  • Ilmumisaeg: 25-Sep-2013
  • Kirjastus: Morgan Kaufmann Publishers In
  • Keel: eng
  • ISBN-13: 9780124047143
  • Formaat - PDF+DRM
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  • Formaat: PDF+DRM
  • Ilmumisaeg: 25-Sep-2013
  • Kirjastus: Morgan Kaufmann Publishers In
  • Keel: eng
  • ISBN-13: 9780124047143

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Tedesco and Tranquada offer this guide to the moderating role played by researchers in product user research. The first part outlines responsibilities of the moderator, including the impact of interaction styles, specific moderation patterns, and a preview of general principles in recognizing and handling difficult situations. Part 2 discusses a broad range of issues that may come up in a session and how to address them sensitively and productively, including participants who do not meet criteria or have misunderstood the purpose of the session, participants who require additional guidance or become frustrated, technical obstacles and interruptions, inappropriate or threatening behavior, and situations of illness or emergency. The third part discusses improving skills and preventing awkward situations before they occur. Eighteen "survival stories" are included throughout the book, narrated by user researchers who have handled unexpected or awkward situations with study participants. Appendices consolidate recommendations of specific phrasing, and the companion website includes video examples. Annotation ©2014 Ringgold, Inc., Portland, OR (protoview.com)

Arvustused

"guide to the moderating role played by researchers in product user researchEighteen "survival stories" are included throughout the book, narrated by user researchers who have handled unexpected or awkward situations with study participants. Appendices consolidate recommendations of specific phrasing" --ProtoView.com, April 2014

"This is a sample chapter from Donna Tedesco and Fiona Tranquadas new book, The Moderators Survival Guide: Handling Common, Tricky, and Sticky Situations in User Research. 2014 Morgan Kaufmann." --UXmatters.com, April 7, 2014

Muu info

This book provides the tools you need for dealing with the common (and uncommon) situations you may encounter while moderating a user research session.
Acknowledgments xiii
Survival Stories xv
List of Videos
xvii
List of Situations
xix
Author Bios xxiii
Introduction 1(7)
Why we wrote this book
1(1)
Who this book is for
1(1)
What you'll learn
2(1)
One-on-one user research methods
3(1)
Language used in this book
3(1)
How this book is organized
4(2)
Sidebars and survival stories
6(1)
Companion website and videos
7(1)
Part 1 Your Moderation Toolkit
8(52)
Chapter 1 Moderation Matters: Power, Responsibility, and Style
10(14)
1.1 "Are they laughing at me?"
11(1)
1.2 Power and responsibility
11(2)
1.3 The session ringmaster
13(2)
Sidebar "Yes, and ..."
15(1)
1.4 The science and art spectrum
15(2)
1.5 Your moderating style
17(1)
1.6 Effective adaptation
17(7)
Sidebar Tips for new moderators
21(1)
Survival Story "The chair's arms were too fixed and narrow"
22(2)
Chapter 2 In the Trenches: Six Steps for Handling Situations
24(18)
2.1 Take a moment to evaluate the situation before jumping to action
25(3)
Sidebar Using a pretext
27(1)
2.2 Resolve any threats to physical safety
28(1)
2.3 Verify that you're not causing or magnifying the situation
28(4)
Sidebar Learning to enjoy the silence
30(2)
2.4 Check the participant's comfort level
32(4)
Sidebar Protecting participant rights
32(3)
Sidebar Setting context for your behavior
35(1)
2.5 Use careful language and tone to probe on the situation and begin to resolve it
36(2)
Sidebar What not to say
37(1)
2.6 Regain control to bring the session back on track
38(4)
Survival Story "I know what she needs"
40(2)
Chapter 3 Mix and Match: Your Moderation Patterns Toolbox
42(18)
3.1 Take responsibility
43(1)
3.2 Clarify the task/question
44(1)
3.3 Redirect the participant
45(2)
Sidebar The diversionary assist
47(1)
3.4 Reassure the participant
47(2)
Sidebar Should you tell a participant that her feedback is helpful?
48(1)
3.5 Build engagement
49(2)
3.6 Disengage from the participant
51(1)
3.7 Take a break
52(1)
3.8 Shift the focus
53(1)
3.9 End the session early
54(1)
3.10 Choosing the best pattern for your situation
55(5)
Survival Story "The ground started to move"
58(1)
Survival Story "His frustration was clearly growing"
59(1)
Part 2 Your Survival Guide
60(218)
Chapter 4 Recruiting Mishaps: Participants You Weren't Expecting
62(16)
4.1 Participant does not seem to meet a key recruit criteria
63(3)
4.2 Participant either refuses to or can't do a key task
66(2)
4.3 Participant has an unexpected physical feature
68(2)
4.4 Participant is unfamiliar with the equipment
70(2)
4.5 Participant has difficulty reading
72(2)
4.6 Participant or others ask you to help
74(4)
Survival Story "An unexpected picture started to emerge"
76(2)
Chapter 5 Participant Misconceptions: Not What the Participant was
Expecting
78(1)
5.1 Participant thinks that she is participating in a focus group
79(2)
5.2 Participant doesn't want to be recorded or has other concerns
81(3)
5.3 Participant has different expectations for the compensation
84(2)
5.4 Participant brings you to a conference room or other space
86(2)
5.5 Participant treats a contextual inquiry like an interview
88(2)
5.6 Participant brings someone else to participate with her
90(3)
5.7 Participant thinks the session is a job interview
93(3)
5.8 Participant brings a child or pet to the session
96(6)
Survival Story "She was desperate for work"
98(2)
Survival Story "He refuses to leave"
100(2)
Chapter 6 Some Guidance Required: Participants in Need of Shepherding
102(22)
6.1 Participant is reluctant to say anything that negative
103(2)
6.2 Participant does something you don't understand
105(2)
6.3 Participant is not thinking aloud
107(2)
6.4 Participant is not able to complete a necessary task
109(3)
6.5 Participant ignores or pretends to understand your question
112(2)
6.6 Participant not approaching workflow naturally
114(2)
6.7 Participant does not have any negative feedback
116(2)
6.8 Participant believes he has successfully completed a task
118(2)
6.9 Observers are not engaged in the session
120(4)
Survival Story "She was so appreciative"
122(2)
Chapter 7 Make it Work: Handling Technical Obstacles
124(12)
7.1 Technical issues arise with your setup and/or equipment
125(2)
7.2 Remote participant experiences difficulty joining
127(2)
7.3 Facility loses its internet connection
129(2)
7.4 Remote participant drops off the call
131(2)
7.5 Prototype or product changes unexpectedly
133(3)
Survival Story "The lights seemed dimmer than normal"
135(1)
Chapter 8 Is This Right? Responding to Uncertain Participants
136(16)
8.1 Participant looks for affirmation
137(2)
8.2 Participant asks for your opinion
139(2)
8.3 Participant looks or sounds uncomfortable and/or nervous
141(3)
8.4 Participant is self-blaming
144(2)
8.5 Participant asks, "Did other people have trouble with this?"
146(2)
8.6 Participant is unwilling or unsure
148(4)
Survival Story "She looked agitated"
150(2)
Chapter 9 What's Going On? Recovering from External Interruptions
152(22)
9.1 Participant is running late
153(3)
9.2 Observers are loud and distracting
156(3)
9.3 Participant receives a call during the session
159(2)
9.4 Participant cancels or is a no-show
161(2)
9.5 Observer unexpectedly interacts with the participant
163(4)
9.6 Session interrupted accidentally by an observer or someone else
167(3)
9.7 Session interrupted by someone the participant knows
170(4)
Survival Story "Too dumb' to yield meaningful results"
172(2)
Chapter 10 Get on Track: Overcoming Momentum Blockers
174(20)
10.1 Participant starts going on a tangent
175(3)
10.2 Participant consistently focuses on irrelevant details
178(2)
10.3 Participant does something very unexpected
180(2)
10.4 Participant is slow or thorough
182(2)
10.5 Participant gives vague responses to questions
184(2)
10.6 Participant is difficult to hear or understand
186(2)
10.7 You don't have time to complete everything
188(2)
10.8 Participant struggles excessively with a task
190(4)
Survival Story "The request caught me off-guard"
192(2)
Chapter 11 Take the Wheel: Guiding Wayward Participants
194(20)
11.1 Remote participant is obviously distracted
195(2)
11.2 Participant is distressed by a personal line of questioning
197(2)
11.3 Participant insists that she would never do something
199(2)
11.4 Participant is frustrated by the prototype's limited functionality
201(2)
11.5 Participant seems annoyed at your neutrality
203(2)
11.6 Participant does not seem to respect you or take you seriously
205(2)
11.7 Participant becomes insulting or has an agenda
207(3)
11.8 Participant becomes agitated by a product's usability issues
210(4)
Survival Story "I would have trusted my gut"
212(2)
Chapter 12 A Delicare Touch: Addressing Sensitive Situations
214(22)
12.1 Participant is extremely entertaining and friendly
215(2)
12.2 Something personal, inappropriate, or confidential is visible
217(3)
12.3 Participant is obviously distracted by external circumstances
220(2)
12.4 Participant tells you something personal
222(3)
12.5 Participant has a disconcerting or distracting physical attribute
225(2)
12.6 You have to point out something potentially embarrassing
227(1)
12.7 Participant seems upset
228(3)
12.8 Participant has an unexpected disability or service animal
231(5)
Survival Story "My best option was to smile"
233(1)
Survival Story "You sure are pretty"
234(2)
Chapter 13 Uncomfortable interactions: Responding to Awkward Situations
236(20)
13.1 Participant curses or makes inappropriate comments
237(3)
13.2 You know the participant, or the participant knows you
240(2)
13.3 Participant knows an unexpected amount about you
242(2)
13.4 Participant flirts with you
244(3)
13.5 Participant does something awkward or uncomfortable
247(2)
13.6 Participant makes a strangely specific request
249(2)
13.7 Participant makes request during a site visit
251(5)
Survival Story "She lipped me ... big!"
253(3)
Chapter 14 Safety First: Minimizing Emotional and Physical Distress
256(22)
14.1 Fire alarm goes off or the facility needs to be evacuated
257(2)
14.2 A natural disaster (e.g. earthquake, tornado) occurs
259(2)
14.3 Participant starts to look ill or otherwise unwell
261(2)
14.4 You begin to feel unwell while moderating a session
263(2)
14.5 You notice a bad smell or have an allergic reaction
265(2)
14.6 Participant seems to be drunk or stoned
267(2)
14.7 Participant touches you
269(2)
14.8 Participant's environment contains dangerous items
271(2)
14.9 Participant is doing something illegal or threatening
273(5)
Survival Story "We didn't know much about them"
275(1)
Survival Story "I knew what it was like"
276(2)
Part 3 Improving Your Skills
278(29)
Chapter 15 An Ounce of Prevention: Avoiding and Mitigating Situations
280(16)
15.1 Recruiting process
281(3)
15.2 Your study plan
284(3)
15.3 The product, space, and technology
287(4)
Sidebar Troubleshooting skills are a lifesaver
289(2)
15.4 Your observers
291(2)
15.5 Your technique
293(3)
Sidebar Your moderating "instincts"
294(2)
Chapter 16 Sharpening Steel: How to Improve Your Skills and Help Others Improve Theirs
296(11)
16.1 Working on your own moderating skills
297(4)
16.2 Integrating tips and feedback
301(1)
16.3 Giving feedback to other moderators
302(2)
Sidebar What to look for in a moderating critique
302(2)
16.4 Spread your wings
304(3)
Appendices
307(13)
Appendix A What to Say
308(4)
Appendix B Preparing for a Successful Session
312(6)
Appendix C Resources
318(2)
References 320(1)
Index 321
Donna Tedesco is a Senior User Experience Specialist with over ten years of user research experience. She has published and presented at local, national and international conferences, and is co-author with Bill Albert and Tom Tullis of the book, "Beyond the Usability Lab: Conducting Large-Scale Online User Experience Studies." Donna received a BS in Engineering Psychology/Human Factors from Tufts University School of Engineering and a MS in Human Factors in Information Design from Bentley University. Fiona Tranquada is a Senior Usability Consultant with over ten years of user research experience. She has published and presented at local and national conferences and is an active Board member for the Boston chapter of the User Experience Professionals Association (UXPA). Fiona received a BA in Professional Writing and Creative Writing from Carnegie Mellon and an MS in Human Factors in Information Design from Bentley University.