Author: Erika Webb, Manager, Fusion Applications UX User Assistance

When I was first working in the usability field, the only way I could consider conducting a usability study was to bring a potential user to a lab environment where I could show them whatever I was interested in learning more about and ask them questions. While I hate to reveal just how long I have been working in this field, let's just say that pads of paper and a stopwatch were key tools for any test I conducted. Over the years, I have worked in simple labs with basic video taping equipment and not much else, and I have worked in corporate environments with sophisticated usability labs and state-of-the-art equipment.

Years ago, we conducted all usability studies at the location of the user. If we wanted to see if there were any differences between users in New York, Chicago, and Los Angeles, we went to those places to run the test. A lab environment is very useful for many test situations. However, there has always been a debate in the usability field about whether bringing someone into a lab environment, however friendly we make it, somehow intrinsically changes the behavior of the user as compared to having them work in their own environment, at their own desk, and on their own computer. We developed systems to create a portable usability lab, so that we could go to the users that we needed to test.

Do lab environments change user behavior patterns?

Then 9/11 hit. You may not remember, but no planes flew for weeks afterwards. Companies all over the world couldn't fly-in employees for meetings. Suddenly, traveling to the location of the users had an additional difficulty. The company I was working for at the time had usability specialists stuck in New York for days before they could finally rent a car and drive home to Colorado.

This changed the world pretty suddenly, and technology jumped on the change. Companies offering Internet meeting tools were strugglinguntil no one could travel. The Internet boomed with collaboration tools that enabled people to work together wherever they happened to be.

This change in technology has made a huge difference in my world. We use collaborative tools to bring our product concepts and ideas to the user across the Internet. As a global company, we benefit from having users from all over the world inform our designs. We now run usability studies with users all over the world in a single day, a feat we couldn't have accomplished 10 years ago by plane! Other technology companies have started to do more of this type of usability testing, since the tools have improved so dramatically. Plus, in our busy world, it's not always easy to find users who can take the time away from their jobs to come to our labs. reaching users where it is convenient for them greatly improves the odds that people do participate.

I manage a team of usability specialists who live in India and California, whlie I live in Colorado. We have wonderful labs that we bring users into to show them our products. But very often, we run our studies remotely. We used to take the lab to the users now we use the labs, but we let the users stay where they are. We gain users who might not have been able to leave work to come to our labs, and they get to use the system they are familiar with. And we gain users nearly anywhere that we can set up an Internet connection, as long as the users have a phone, a broadband connection, and a compatible Web browser (with no pop-up blockers).

After we recruit participants in a traditional manner, we send them an invitation to participate through the use of a telephone conference call and Web conferencing tool. At Oracle, we use Oracle Web Conference part of Oracle Collaboration Suite, which enables us to give the user control of the mouse, while we present a prototype or wireframe pictures. We can record the sessions over the Web and phone conference. We send the users instructions, plus tips to ensure that we won't have problems sharing screens. In some cases, when time is tight, we even run a five-minute "test session" with users a day in advance to be sure that we can connect.

Prior to the test, we send users a participant script that contains information about the study, including any questionnaires. This is exactly the same script we give to participants who come to the labs. We ask users to print this before the beginning of the session. We generally run these studies by having a usability engineer in our usability labs, so that we can record the session as though the user were in the lab with us.

Roughly 80% of our application software usability testing at Oracle is performed using remote methods. The probability of getting a   remote test participant decreases the higher up the person is in the target organization. We have a methodology checklist available to help our usability engineers work through the remote processes.