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Remote Research: Real Users, Real Time, Real Research
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Remote Research: Real Users, Real Time, Real Research
by Tony Tulathimutte, Nate Bolt
Remote Research
Remote Research: Real Users, Real Time, Real Research
Dedication
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How to Use This Book
Who Should Read This Book?
What’s in This Book?
What Comes with This Book?
Frequently Asked Questions
What is remote user research, anyway? Is it anything like focus groups or surveys?
What kinds of remote research are there?
I’m skeptical about remote research. If it’s so great, why haven’t I heard of it?
I’m still skeptical. Can you really get valid behavioral feedback without seeing your participants in person?
I want to cut costs for my user research study. Is using remote methods a good way to do that?
Where can I get people to participate in my remote study?
How on earth can you call this a book about research without way more academic references and doctoral degrees?
Foreword
1. Why Remote Research?
The Appeal of Lab Research
Is Lab Research Dead?
What’s Remote Research Good For?
Time-Aware Research
Other Benefits of Remote Research
When to Go Remote
Moderated vs. Automated
When to Use Which Remote Method
Chapter Summary
2. Moderated Research: Setup
Gearing Up: Physical Equipment
Doing a Pilot Test Right Now
Preparing for a Real Study
Screen Sharing
Recording
Taking Notes
Webcams
Drafting the Research Documents
The Remote Facilitator Guide
Presession Setup (1 Minute)
Greeting and Introduction (5 Minutes)
Natural Tasks (15–25 Minutes)
Predetermined Tasks (5–15 Minutes)
Wrap-up and Debrief (3–5 Minutes)
Preparing Observers for Testing
Chapter Summary
3. Recruiting for Remote Studies
What’s “Live Recruiting”?
Live Recruiting Using Forms and Pop-ups
Implementing the Recruiting Screener
Logistics of Screener Implementation
Web traffic Requirements for Live Recruiting
Designing the Screener
Screener Introduction
Screener Questions
Screener Submission Confirmation
Paying Remote Recruits
Choosing Good Users and Spotting the Fakers
Recruiting Slow? Don’t Sit Around—Fix the Screener
Wait! Read On...
Chapter Summary
4. Privacy and Consent
Certain Assumptions
Set Up Your Web Site’s Privacy Policy
Basic Participation Consent
Consent to Record
International Consent
Recruiting Services
Hiring a Local Lawyer
Local Research Practitioners
International Consent Example: EU’s “Safe Harbor”
Consent for Minors
Privacy Policy for Minors
Don’t Record Minors
Chapter Summary
5. Moderating
Introducing the Study
Time-Aware Research and Going Off-Script
Smart Note Taking
Working with Observers
During the Session
After the Session
Quiet, Chatty, Bored, Drunk, and Mean
Ain’t Nothing Wrong with Using the Phone
Wrapping Up
Chapter Summary
6. Automated Research
The Structure of an Automated Study
Recruiting for Automated Studies
Different Kinds of Automated Research
Task Elicitation
Don’t Lead the Users
Find the Right Level of Task Specificity
Use Both Qualitative and Quantitative Methods
Remote Card Sorting
Open Sorts
Closed Sorts
Moderated or Automated Card Sorts?
Surveys
Other Methods
Where Do I Learn About Tools?
Chapter Summary
7. Analysis and Reporting
Moderated Analysis
The Technological Ecosystem
Making Highlight Clips
Automated Analysis
Task Elicitation and Analytics
Card Sorting
Surveys
Reporting
Before the Presentation
Presenting Moderated Findings
Presenting Automated Findings
Other Approaches to Presenting Findings
Following Up
Not All Research Is Research
Chapter Summary
8. Remote Research Tools
Screen Sharing
Adobe Connect
UserVue
GoToMeeting
LiveLook
Other Screen Sharing Services
Recording
Camtasia Studio/Camtasia for Mac
CamStudio
iShowU HD
Other Recording Options
Automated Tools and Services
Task Elicitation and Analytics Tools
Survey Tools
Card Sorting Tools
Other Automated Research Tools
Chapter Summary
9. New Approaches to User Research
Top Secret (Reverse Screen Sharing and Remote Access)
Method
Mobile Device Research (Smartphones)
One-to-Many Remote Moderating (Video Games)
Method
Equipment Setup
Pros and Cons of Simulated Native Environments
Bringing Game Research Home
Portable Testing (Cars)
Method
Challenges and Logistics
Getting Better All the Time
Staying Current
Chapter Summary
10. The Challenges of Remote Testing
Legitimacy
Not Seeing the Users’ Faces
Technology Failures
Not as Inexpensive as You’d Think
Organizational Challenges of Web Recruiting
Getting the Right Recruits
Natural User Behavior
Multitasking
Security and Confidentiality
Persistent Negativity
Chapter Summary
A. Conclusion: Don’t Waste Your Life Doing Pointless Research
B. Acknowledgments
C. About the Authors
Nate Bolt
Tony Tulathimutte
Index
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Copyright
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Dedication
Remote Research: Real Users, Real Time, Real Research
Nate Bolt
Tony Tulathimutte
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