{"id":466,"date":"2018-06-06T03:58:45","date_gmt":"2018-06-06T03:58:45","guid":{"rendered":"http:\/\/measuringu.com\/build-usability-lab\/"},"modified":"2021-01-28T06:30:42","modified_gmt":"2021-01-28T06:30:42","slug":"build-usability-lab","status":"publish","type":"post","link":"https:\/\/measuringu.com\/build-usability-lab\/","title":{"rendered":"How to Build a Dedicated Usability Lab"},"content":{"rendered":"

\"How<\/a>You don\u2019t need a dedicated usability lab to conduct a usability test.<\/p>\n

But if you or your organization conducts more than the occasional usability test, which it probably should (another topic in itself), you may want to consider setting up a dedicated usability lab.<\/p>\n

Having a dedicated space for testing is a hallmark of organizations with high UX maturity<\/a>. Organizations rated as mature in UX are almost twice as likely to have a dedicated usability space as those rated as nonmature (see Figure 1). Mature UX organizations are also three times more likely to use a one-way mirror in usability labs.
\n
\"Usability<\/a><\/p>\n

Figure 1: More mature UX organizations are more likely to have dedicated spaces for usability testing, with one-way mirrors, video feeds, and communication tools (data from the UX Maturity Report).<\/p>\n

\u201cLab\u201d is of course a fancy way of saying an office or room\u2014not the image of chemicals and electroshock treatment that the word \u201clab\u201d probably conjures up.<\/p>\n

We conduct usability tests every week and can have hundreds of participants in our labs each month. We needed dedicated space and the right technology to support this amount of usability evaluation.<\/p>\n

Having recently built and installed two new labs in our offices in Denver, CO, I can tell you a bit about the process to save you some of the headache. You should plan a sizable budget for technology and a space you can customize with lots of wires. It takes both planning and a little improvising.<\/p>\n

Room(s)<\/h2>\n

You\u2019ll need a space that\u2019s big enough to accommodate two to three people, and it should be next to another office that can be used as an observation room (with an optional one-way mirror).<\/p>\n

The observation room often needs to be as big as or bigger than the lab and will need to accommodate five to ten observers. The space you have available may dictate the size, but for reference, our labs are about 12 by 14 feet and our observation rooms are between 12 by 10 feet and 16 by 10 feet<\/strong> (see Figure 2).<\/p>\n

\"Figure<\/a><\/p>\n

Figure 2: Floor plan of a lab and adjacent observation room.<\/p>\n

Furniture<\/h4>\n

In the usability lab you should have comfortable chairs for the moderator (they have to sit there all day!), participant, and note taker. If you test mobile or physical products such as remote controls or TVs, consider having a comfy couch as well (Figure 3a).
\n
\"\"<\/a><\/p>\n

Figure 3a: Furniture in a lab setup.<\/p>\n

We also have a modular desk, allowing us to easily configure the room based on what we\u2019re testing, and it also conveniently hides many of the inevitable wires and cabling (Figure 3b).
\n
\"Figure<\/a><\/p>\n

Figure 3b: Modular furniture to all for more flexible layouts.<\/p>\n

Curtains<\/h4>\n

A lot of usability labs I\u2019ve seen are buried in basements or interior spaces without windows. This is usually good for soundproofing and easy access for participants. If you spend a lot of time in the lab though it can feel like a prison cell (even solitary!). If you have a lab with windows as we do, you\u2019ll need blackout curtains (or double curtains) to manage any light glare or bleed. Fortunately, we\u2019ve found that a little natural light makes everyone cheery, and it doesn\u2019t interfere with the study. (And participants don\u2019t mind a view of the mountains!)
\n
\"Figure<\/a><\/p>\n

Figure 4: Blackout curtains in the observation room.<\/p>\n

Blackout curtains are especially important in your observation room if it has windows (Figure 4), as the light from the observation room can be seen through a one-way mirror.<\/p>\n

Electricity<\/h4>\n

You\u2019ll need plenty of outlets in your lab and observation room. If you want ceiling cameras, many require external power, so plan to have power installed in the ceiling.<\/p>\n

Insulation<\/h4>\n

Many offices have drywall that goes only as high as the acoustic tiles. Above the lights and tiles is often open space between rooms, meaning voices will carry easily. You need to get insulation installed all the way to the ceiling (often called the hard-deck). It\u2019s not always easy or cheap but insulation makes a huge difference for reducing sounds (especially when you have a one-way mirror).<\/p>\n

One-Way Mirror<\/h4>\n

The visual symbol<\/a>\u00a0of the traditional usability lab is the glass the observer can see through and the participants generally can\u2019t.<\/p>\n

One-way mirrors are custom pieces of glass, often with a reflective film, that require custom installation. You\u2019ll want high-quality double-paned glass that offers soundproofing. Our labs are so soundproof that you have to shout to hear through the mirrors. To communicate more effectively than shouting, install audio equipment instead.
\n
\"Figure<\/a><\/p>\n

Figure 5: View through our one-way-mirror from the observation room to the lab.<\/p>\n

Place for Participants<\/h4>\n

Like a doctor\u2019s office, participants can rarely just show up and be \u201cseen\u201d in the usability lab. Having some sort of waiting room away from the lab will help. This is particularly helpful when you\u2019re running many participants through in a day and dealing with some participants that show up early, others late, or sessions that run over. We have a reception area with magazines, water, and snacks for participants to wait in (usually not for very long). We\u2019ve had as many as 50 participants through our labs in a day, so this waiting area is essential.<\/p>\n

\"Figure<\/a><\/p>\n

Figure 6: Seating for participants waiting.<\/p>\n

Space Budget<\/h2>\n

Plan for the following for your space and furniture:<\/p>\n

Low: $1,000 for cheap and less furniture, no observation room, and no mirrors<\/p>\n

High: $75,000 for nice chairs, couch, curtains, observation room, and a one-way mirror<\/p>\n

Audio<\/h2>\n

A good usability lab needs to pick up both what the participant says and what the facilitator says. This usually requires multiple microphones and equipment to support them.<\/p>\n

Microphones<\/h4>\n

We experimented with different directional and desktop microphones and found a combination of a sensitive but discrete ceiling microphone and a tabletop boundary mic work best. This allows the moderator (or controller) to adjust the audio level for a quiet participant without increasing the volume for the facilitator.
\n
\"Figure<\/a><\/p>\n

Figure 7: Ceiling-mounted microphone.<\/p>\n

Push to Talk\/Voice of God<\/h4>\n

The people in the observation room will need the ability to communicate with the people in the lab\u2014especially if the facilitator is set up in the observation room (a practice that seems to have lost favor). The best microphone is one that requires an explicit action (push to talk) and isn\u2019t easy to leave on. You don\u2019t want to have to worry about having a \u201chot-mic\u201d incident where participants hear the conversations of the observers.
\n
\"Figure<\/a><\/p>\n

Figure 8: Push to talk microphone, speaker and ceiling camera controls.<\/p>\n

Speakers and Mixers<\/h4>\n

To listen to the audio from an observation room you\u2019ll need to have speakers (usually powered) with an audio mixer and amplifier. These can get quite expensive and require separate audio racks and programming from an audio technician. We\u2019ve found that two separate powered speakers connected with separate amplifiers offer a low cost, but effective, solution. While we\u2019re all about the latest technology, having a simple physical dial and control to adjust the volume (or quickly lower it) is easiest for observers who aren\u2019t familiar with your setup. I\u2019ve heard of people using baby monitors as a very cheap option for monitoring. We haven\u2019t tried that option but found cheap intercoms to be insufficient to communicate between rooms.<\/p>\n

Watch out for feedback.<\/b><\/strong>\u00a0We were warned about having microphones and speakers too close, generating possible feedback. High-tech equipment has built-in echo\/feedback cancellation but can quickly increase your costs as you\u2019ll need a sound engineer to configure. The last thing you want are those annoying feedback squeals in the middle of a session. Test your audio setup before committing.<\/p>\n

Audio Budget<\/h2>\n

Low:\u00a0<\/b><\/strong>$2,000 for powered speakers, amp\/mixers, and good microphones<\/p>\n

High: $20,000 for a programmable bi-amp with echo cancellation, programming, and digital audio\/Crestron controls<\/p>\n

Video<\/h2>\n

The difference between a high-quality digital camera and a consumer web cam is noticeable. Look for something with high resolution that allows you to control focus and zoom.<\/p>\n

Ceiling cameras are ideal for mobile or hardware studies where you want to see a birds-eye view of the participants. Ensure the cameras have at least 10x zoom and focus control to see details even on small handsets.
\n
\"Figure<\/a><\/p>\n

Figure 9: Ceiling-mounted cameras in the lab.<\/p>\n

Camera Controls<\/h4>\n

Technology sometimes just demands more technology. If you have cameras in the ceiling, you\u2019ll need a way to control them. You\u2019ll want a PTZ (pan tilt zoom) camera to allow you to focus and zoom (usually on mobile devices) and most PTZ cameras come with their own remote controls. The fancier ones use something called VISCA control<\/a>, which allows you to control them with neat joystick-like controls (Figure 8 above). Most PTZ cameras require external power, so you\u2019ll need to be sure you have power run above your ceiling tiles (or you\u2019ll need to look into more expensive power over Internet cameras).<\/p>\n

Video Budget<\/h2>\n

Low: $100 for a high-res web camera<\/p>\n

High: $10,000 for cameras, control cabling, and installation<\/p>\n

Computer and Software<\/h2>\n

All those camera feeds will need to go into a computer with enough power. We use a tower with a lot of RAM and storage and a great graphics card. Something you\u2019d use for gaming.<\/p>\n

Screen Recording and Mirroring:\u00a0<\/b><\/strong>Camtasia and Morae are popular commercial programs that will record a participant\u2019s screen. We use a solution called Open Broadcaster Software, which is open source and offers much more flexibility.<\/p>\n

Streaming and Communicating: If you have observers in another room (or location) who need to watch the sessions live, you\u2019ll need a license for GoToMeeting, Zoom, WebEx, or other web meeting software. These programs also allow you to chat with the facilitator\u2014be sure you have it configured so observers\u2019 messages don\u2019t pop up on the participant\u2019s screen! While the chat in these streaming services work fine, we use a separate real-time chat program that allows the facilitators to see letter-by-letter messages from observers. Things happen so quickly during a usability test that by the time an observer types a message, the moderator might have already moved on.<\/p>\n

Internet<\/h4>\n

Don\u2019t rely on flaky Wi-Fi. Be sure you have a direct high-speed connection to the lab and save the Wi-Fi for participants\u2019 mobile devices or other non-essential items.<\/p>\n

Computer Budget<\/h2>\n

Low: $1,000 for a good laptop and free mirroring\/screenshare software<\/p>\n

High: $10,000 for a high-powered tower with commercial software and screenshare\/chat<\/p>\n

Total Costs and Time<\/h2>\n

In addition to the costs for the main parts described above, you should anticipate the additional cost and time for wiring, installation, and drywall modifications. Through the process be sure the technology is documented so researchers can easily use it and troubleshoot problems that will inevitably occur (for example, loss of sound, audio, or screen sharing).<\/p>\n

Low: $5,000 for the basics of cameras, computers, and audio<\/p>\n

High: $150,000 for a custom build-out with one-way mirrors and high-end options<\/p>\n

Summary<\/h2>\n

The cost and time associated with building and maintaining a dedicated usability lab may not make sense for all organizations. This is why many outsource some or all of their usability testing<\/a> to research firms like MeasuringU. External vendors can extend the capacity of overworked research teams by helping with recruiting, providing dedicated labs, and assisting with the facilitation. But just because you outsource the testing, don\u2019t outsource all the thinking that needs to go into developing the right tasks and the importance of getting stakeholder buy-in and ensuring the results are put to good use!<\/p>\n

\"\"<\/a><\/p>\n

Figure 10: View of observation room 2 through lab 2’s one-way mirror.<\/p>\n

Thanks to our friend Dean Barker and his team at Optum for providing some insight into their lab-building experiences. <\/i><\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

You don\u2019t need a dedicated usability lab to conduct a usability test. But if you or your organization conducts more than the occasional usability test, which it probably should (another topic in itself), you may want to consider setting up a dedicated usability lab. Having a dedicated space for testing is a hallmark of organizations […]<\/p>\n","protected":false},"author":2,"featured_media":2695,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""}},"_price":"","_stock":"","_tribe_ticket_header":"","_tribe_default_ticket_provider":"","_tribe_ticket_capacity":"0","_ticket_start_date":"","_ticket_end_date":"","_tribe_ticket_show_description":"","_tribe_ticket_show_not_going":false,"_tribe_ticket_use_global_stock":"","_tribe_ticket_global_stock_level":"","_global_stock_mode":"","_global_stock_cap":"","_tribe_rsvp_for_event":"","_tribe_ticket_going_count":"","_tribe_ticket_not_going_count":"","_tribe_tickets_list":"[]","_tribe_ticket_has_attendee_info_fields":false,"footnotes":""},"categories":[7,27],"tags":[8,49,28],"acf":[],"ticketed":false,"_links":{"self":[{"href":"https:\/\/measuringu.com\/wp-json\/wp\/v2\/posts\/466"}],"collection":[{"href":"https:\/\/measuringu.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/measuringu.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/measuringu.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/measuringu.com\/wp-json\/wp\/v2\/comments?post=466"}],"version-history":[{"count":0,"href":"https:\/\/measuringu.com\/wp-json\/wp\/v2\/posts\/466\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/measuringu.com\/wp-json\/wp\/v2\/media\/2695"}],"wp:attachment":[{"href":"https:\/\/measuringu.com\/wp-json\/wp\/v2\/media?parent=466"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/measuringu.com\/wp-json\/wp\/v2\/categories?post=466"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/measuringu.com\/wp-json\/wp\/v2\/tags?post=466"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}