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Library and its Users



                 Notes          in good research practice that will also build collaborative relationships and provide a support
                                network for staff as they embark on user studies. Events are free of charge to all Duke Libraries
                                staff, pending discussion with their supervisor. Staffs are also encouraged to include participation
                                in this series in their professional development (“PEP”) plan.





                                         Staff who attend a minimum of 4 events during the year and contribute to the planning
                                         or implementation of a user study will be eligible to receive a certificate of participation
                                         from Library HR.


                                9.1 Methods and Techniques

                                Survey of Relevant User Study Techniques

                                These techniques are appropriate for different stages in the development of an application, from
                                initial concepts, to design and evaluation of a working application. Based on previous experience, we
                                are in favor of using multiple techniques and advocate that the participants be representative of the
                                target user population.

                                9.1.1 Contextual Field Research

                                Contextual field research (CFR) is a technique for gathering qualitative data by observing and
                                interacting with users as they go about their normal activities. It is typically used to discover how
                                users think and act rather than to test preformulated hypotheses. Data is collected by a combination
                                of note taking, video, audio, and photographs. Some benefits of CFR are that it is conducted in the
                                user’s environment rather than the laboratory, users perform their normal activities rather than
                                contrived tasks, and because no application needs to be in place to conduct CFR, it may be used to
                                help guide the application’s requirements and design. However, CFR has disadvantages. Users may
                                alter their behavior when they know they are being observed. It can be more expensive than other
                                qualitative techniques.
                                The cost of CFR can be difficult to gauge before it begins, as the evaluator may not know what he
                                will learn, how much data he will have to collect, or how long the observations will take. He may
                                also not know how long the data will take to analyze.
                                The evaluator cannot guarantee that the sessions he observes are typical for the users. Despite the
                                disadvantages, the quality of data from CFR is often better than that from other techniques; evaluators
                                do not have to rely on the user to remember everything about his work and environment, nor must
                                evaluators worry about inventing appropriate tasks for the user to attempt.


                                9.1.2  Intensive Interviewing

                                Intensive interviewing is a technique for gathering qualitative data by asking users open-ended
                                questions about their work, background, and ideas. Unlike more structured interviewing techniques,
                                question order and content may vary from user to user. As with other interviewing techniques,
                                evaluators must ask questions in such a way as to not influence users’ responses. Several hours are
                                often spent with each user over a series of one to two hour sessions; the total time spent with each
                                user is typically between six and fifteen hours. Similar to CFR, data is captured by a combination of
                                note taking, video, and audio. Some benefits of intensive interviewing are that evaluators learn about
                                the user’s work in the user’s own words, and it is relatively inexpensive compared to observational





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