Lecture 5: Contextual Inquiry And Cognitive Walkthrough (4.5) - Guidelines in HCI
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Lecture 5: Contextual Inquiry and Cognitive Walkthrough

Lecture 5: Contextual Inquiry and Cognitive Walkthrough

Practice

Interactive Audio Lesson

Listen to a student-teacher conversation explaining the topic in a relatable way.

Introduction to Contextual Inquiry

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Teacher
Teacher Instructor

Today, we’re going to discuss Contextual Inquiry, a critical method in user research. Can anyone tell me what they think this method might involve?

Student 1
Student 1

Is it about observing how users interact with something in their real environment?

Teacher
Teacher Instructor

Exactly! It's about observing users in their natural context, which helps us understand their behaviors better. One key principle is 'Context' itselfβ€”observing users where they usually work.

Student 2
Student 2

So, we actually see how they use the system?

Teacher
Teacher Instructor

Yes! Observation reveals insights that users might not articulate in interviews. Let’s remember the acronym 'COP'β€”Context, Partnership, and Interpretation. Each represents fundamental principles of Contextual Inquiry.

Student 3
Student 3

What about the partnership aspect? How does that work?

Teacher
Teacher Instructor

Great question! The researcher acts as an 'apprentice', learning from the user. This helps build rapport and encourages users to explain their processes in depth.

Teacher
Teacher Instructor

To summarize, Contextual Inquiry is about going to the user's environment and observing them. It focuses on Context, Partnership, and Interpretation.

Process of Contextual Inquiry

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Teacher
Teacher Instructor

Now let's look at the process. What steps do you think we might take when conducting a Contextual Inquiry?

Student 4
Student 4

Maybe we start by defining the research goals?

Teacher
Teacher Instructor

Correct! Defining clear research goals is the first step. Then, we select participants who represent our user base.

Student 1
Student 1

And we need to gain access to their work areas, right?

Teacher
Teacher Instructor

Yes, that's vital. Once we have access, we conduct field visits where we observe and interact with users. This is the 'Inquiry' phase.

Student 3
Student 3

What comes after we gather observations?

Teacher
Teacher Instructor

After data collection, we analyze it using methods like affinity diagramming to identify themes and insights emerging from the data.

Teacher
Teacher Instructor

In summary, the key steps are: 1) Define research goals, 2) Select participants, 3) Conduct observations, and 4) Analyze the data.

Introduction to Cognitive Walkthrough

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Teacher
Teacher Instructor

Next, we'll shift gears and talk about Cognitive Walkthrough. What do you think is the primary focus of this method?

Student 2
Student 2

Is it about how easy the system is to learn for first-time users?

Teacher
Teacher Instructor

Exactly! CW evaluates learnability. It assesses whether new users can navigate a system effectively without extensive training.

Student 4
Student 4

How do we actually conduct a Cognitive Walkthrough?

Teacher
Teacher Instructor

First, we define a specific task for the users. Then we identify the sequence of actions they would take to complete the task.

Student 1
Student 1

What kind of questions do we ask during the walkthrough?

Teacher
Teacher Instructor

Great question! We ask if the user will try to achieve the right effect, notice available actions, associate actions with outcomes, and see progress through feedback.

Teacher
Teacher Instructor

To recap, CW focuses on learnability, involves defining tasks, identifying action sequences, and asking key questions to evaluate user interactions.

Common Problems in Cognitive Walkthrough

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Teacher
Teacher Instructor

Now, let’s discuss the common usability problems we might uncover during a Cognitive Walkthrough. Can anyone name a potential issue?

Student 3
Student 3

Maybe the user might not notice a button?

Teacher
Teacher Instructor

Exactly! If a button is not visually distinctive, users might miss it. This relates to our first question: will the user notice the action?

Student 4
Student 4

What if the label is unclear?

Teacher
Teacher Instructor

Great point! If the label doesn’t match users' expectations or mental models, they might be confused about what the action does.

Teacher
Teacher Instructor

Final summary: Identifying problems in CW helps us pinpoint issues with visibility, affordances, and feedback.

Combining Contextual Inquiry with Cognitive Walkthrough

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Teacher
Teacher Instructor

Finally, let’s explore how Contextual Inquiry and Cognitive Walkthrough complement each other in usability research.

Student 2
Student 2

Could they work together to create a better user experience?

Teacher
Teacher Instructor

Precisely! CI deepens our understanding of user behavior, while CW assesses the system's learnability directly.

Student 1
Student 1

So, understanding user needs influences how we design the system’s learning paths?

Teacher
Teacher Instructor

Exactly! Combining insights from both methods ensures a more user-centered design approach.

Teacher
Teacher Instructor

To summarize, by integrating Contextual Inquiry and Cognitive Walkthrough, we can develop designs that meet user needs while being intuitive and easy to learn.

Introduction & Overview

Read summaries of the section's main ideas at different levels of detail.

Quick Overview

This section explores Contextual Inquiry and Cognitive Walkthrough as essential methods for understanding user behavior and enhancing system learnability in Human-Computer Interaction.

Standard

The section provides an in-depth look at Contextual Inquiry, where researchers observe users in their natural settings to understand their tasks and challenges, and Cognitive Walkthrough, a structured method used to assess a system's learnability from the perspective of new users. Both methods are crucial in designing user-friendly interfaces.

Detailed

Contextual Inquiry and Cognitive Walkthrough

Contextual Inquiry (CI) is a qualitative research method that immerses researchers in the user's environment to grasp their work practices and behaviors deeply. The primary principles of CI include being present in the context, partnering with users as they perform their tasks, interpreting observations in real-time, and focusing on specific research goals while remaining open to discoveries. The method involves detailed planning, field visits for firsthand observation, data collection, and analysis through techniques like affinity diagramming.

Cognitive Walkthrough (CW) is a usability inspection method that evaluates how easily new users can learn to use a system without prior training. The process involves defining a specific task for the user, identifying a sequence of actions, and rigorously questioning whether the user will understand each action, notice it, associate it with its intended outcome, and receive feedback. This method is especially effective for pinpointing learning challenges for first-time users. Both CI and CW are complementary to heuristic evaluations, aiding designers in developing intuitive and effective user experiences.

Key Concepts

  • Contextual Inquiry: A method for observing and understanding users in their natural context.

  • Cognitive Walkthrough: A usability method focused on evaluating first-time user experiences.

  • Affordances: Properties of interface elements that guide user interactions.

  • Feedback: Information provided to users that indicates the result of their actions.

Examples & Applications

In Contextual Inquiry, a researcher might observe doctors in a hospital to understand their workflow and challenges in using electronic health records.

During a Cognitive Walkthrough, evaluators might test a new calendar app to determine if new users can easily add events by checking if labels are clear and actions are visible.

Memory Aids

Interactive tools to help you remember key concepts

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Rhymes

To walk through the cognitive game, learnability is the name! With feedback clear and actions bright, new users will find delight.

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Stories

Imagine a user trying to work a new app without a guide. If they notice buttons and get clear feedback, their experience is easier and more enjoyable.

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Memory Tools

Remember 'CIP' for Contextual Inquiry Principles - Context, Interpretation, Partnership.

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Acronyms

Use 'CW' for Cognitive Walkthrough

Confirm what users will do

Watch if they notice actions

and verify their understanding.

Flash Cards

Glossary

Contextual Inquiry

A qualitative research method that involves observing and interacting with users in their natural environment to understand their behavior and needs.

Cognitive Walkthrough

A usability inspection method focused on evaluating how easily new users can complete tasks within a system without prior training.

Affordance

A property of an interface element that indicates how it can be used, guiding user interactions.

Feedback

Information provided by a system to users regarding the status of their actions, helping them understand the results of their interactions.

Heuristic Evaluation

A usability inspection method where experts evaluate an interface against established usability principles to identify potential issues.

Reference links

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