planet drupal

Drupal7 UX Project – Crowdsourcing Usability Testing. Get Involved!

If you took a look at our outline for the project process the other day, you’ll know that we’re taking an iterative and user centered approach to this project. That means that at regular intervals through out the project, as well as doing all this online stuff, we’re also going to sit down with real people in ‘real life’ and let them use our design work while we observe them and make notes about what is working well and what requires improvement. This is sometimes known as Usability Testing.

Now, Mark & I are going to be doing a bunch of this ourselves, and our friends in the Drupal Usability Group are also going to be helping out as much as they can (thank you!), and Jeff at Acquia will also be helping out – but (as we did with the d.o redesign), we’d like to invite YOU to help out with some usability testing as well!

Why on earth would you want to do this?

As I see it, there are three main reasons why you’d get involved in something like this:

  1. you’d like to get some (or some more!) experience in usability testing. This is an opportunity get some experience under your belt, or find out what doing usability testing is like. You may have students or interns who need to get some experience, here’s a great project to keep them busy AND use their time to contribute to a great project.
  2. you want to see for yourself how other people interact with the design. One of the main reasons that we do usability testing is that it is very easy to design for ourselves and often incredibly difficult to design for other people. People come to Drupal with all kinds of backgrounds and understandings, and very often what is clear as day for us is impossible to understand for them. (See the video we posted of Mark & I installing Drupal for some evidence to this point).
  3. you love Drupal and this project and you desperately want to see it succeed: one of the key ways to reduce the risk of failure of this project is to get it out in front of people and see what they make of it. Not only does this ensure that we’re not designing and releasing something that is broken and unusable, it makes us feel confident that the decisions we are making are the right ones and that they will have a significant and positive impact on the user experience of Drupal.

As we move forward with this redesign and start to make some concrete decisions, we are going to have some tough discussions about ‘what users do’ – the BEST way to have these discussions is with *real* experience of our future end users, and not just sweeping statements about users in general. Help us build up that body of knowledge and inform yourself in the process.

How will it work?

As you can imagine, we don’t do this kind of thing every day. We tried this on the d.o redesign project and whilst lots of people voiced interest, the only person who actually did any testing was me! However, we still think this is a good idea and we suspect that, with a little more structure and a fixed schedule, it might work. So, here’s the current plan:

  • one week before Test Time we will release a description of the audience type(s) that will be appropriate for this round of testing. You should then recruit as many people who fit that description as you think you will have the time and/or inclination to interview/test. You should allow around an hour for each interview, but don’t schedule more than 4 or 5 in a day (trust me, your brain will melt and you will make a LOT of data to analyse)
  • a few days before Test Time we will release:
    • the Prototype that you will be using to test (starting off with PDF/Paper prototypes and moving onto web-based interactive prototypes as the project continues).
    • an Interview Guide that you will base your interview on, listing all the key tasks and issues we want you to cover in the interview
  • During Test Time (or as close to it as you can) you conduct your interviews. If you can (please!) record your interviews on video and post either the entire video or some highlights from it to the YouTube Group (or elsewhere if you prefer). We will also provide a place for you to log your test findings (TBC, we’re looking at a few options here, ping me if you have suggestions!)
  • We will then include your findings in our analysis of the design work to date and use it to inform our design decisions going forward.

The Testing Schedule:

We have penciled in some dates for ‘Testing Time’ throughout the project… these are subject to change, but if you are thinking of participating, perhaps see if one or more of these dates works for you:

  • 6-8 April
  • 15-16 April
  • 27-29 April
  • 18-20 May
  • 1-3 June
  • 29 June – 1 July

Need more help?

Over the coming weeks I’ll post some more information that will help provide support for those who aren’t seasoned researchers. Things I’m thinking of posting include: tips for a good interview, tips for recruiting, suggested software/hardware for recording/editing sessions… can you think of anything else that would be helpful?

Thank you!

I’m really excited about this exercise and I hope you are too. Please leave a note below if you’re interested in participating or if you have any questions, need more information, have any feedback on the proposed process. If you know of people in schools or companies who might be interested in participating, please send this on to them!

I really look forward to working with you on this!


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5 thoughts on “Drupal7 UX Project – Crowdsourcing Usability Testing. Get Involved!

  1. I have hard times in trying to follow what is actually going currently.

    So what do we have?

    – Specific questions in occasional blog posts here; some leading to a flood of comments, a few even containing very constructive follow-ups and insights from members of the community.

    – Cross-posts at; duplicate content. What did I read already?

    – Encouragement to post own mockups, videos and ideas “somewhere”; anywhere on the net, where one has hard times to track them and a very hard time of getting an idea of a bigger picture.

    – Occasional “wrap-up” and summary blog posts here as well as on, talking about some kind of progress (I can’t see or am unable to identify), and again, encouraging words to get involved in this process (but I’m unable to find out how and where).

    – Now this post even talks about usability testing, which makes me “fear” that there may even be more progress _somewhere_ behind the scenes than is recognizable.

    So what do we have? And where? And where do we stand?

    Really. Drupal’s administration is one of my favorite ‘big topics’, but I horribly fail to “get involved” into all these far-scattered posts.

    On top of that, information and communication is deeply hidden in videos. Please bear in mind that not everyone has time to watch videos all day.

  2. @sun I think its best to just reply on, atleast thats what I have switched to. I hope leisa could address some of the concerns you have.

    But I agree that it is to scattered to be able to track progress.

    The first point you gave is I think the curse of this setup, also as they stave away from conversation directly in comments its unavoidable to have this feeling.

  3. I am also confused at why there are 2 different sites. Too many links to follow off the original DO article (

    Why are there 2 sites for this?

  4. Leisa, I’m planning on doing some testing in the future rounds of testing. I only just got back from holiday and won’t be organised for this round (6-8 April). I’ve already marked the others on my calendar though.

    Please can you blog about software & hardware, and recruiting. Thanks!


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