Applied Anthropology and Design

Posts Tagged ‘ucd’

Confusion

Monday, June 14th, 2010

Date of Event: June 14, 2010

What: Confusion

What happened:

I am feeling a bit like I am losing my research direction, or things are becoming too broad.

So, alright. What am I studying here?

-        The current state of client-web designer relationships in the nonprofit sector.

-        How Wordpress affects the client-web designer relationship.

-        The possibility that Wordpress can change nonprofit relations with technology and increase website sustainability.

-        How ethnography, as a method of user-centered design, can be used when building nonprofit websites.

Now, where does this type of research place me?

-        Am I a design ethnographer? Social anthropologist? A design researcher? User-centered designer/researcher? User-experience designer/researcher?

-        If I were to label myself now, I suppose I would go with social anthropologist taking part in a Science and Technology Study (STS) while also serving as a user-experience designer/researcher in order to complete the building of the nonprofit website.

-        Using STS because I am attempting an ethnography of web designers who work with nonprofits and Wordpress.

-        User-experience because that is the terminology of the web design industry and I am playing all roles in the creation of the website. If I were only doing the research to inform the design, maybe I would be the design researcher, or user-experience researcher etc… It appears that in the web industry, it is up to me to use and define my own label.

Too many user-centered design definitions.

Am I following the “correct” workflow of user-centered design?

More later…

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Posted in research methods | 8 Comments »

Druid Cycles

Tuesday, June 8th, 2010

Date of Event: June 8, 2010

What: Druid Cycles Ethnography

Who: Thor Bard and rest of shop

Where: Druid Cycles’ Shop

What happened:

After coming in today I realized I had made an incorrect assumption of the shop based on my own views and business experiences. Even though it is a bike shop performing repairs, it is also a shop that promotes and is sustained by community involvement, thus not fitting traditional business models. If my research is about sustainable web design for communities and organizations that desire an online presence, but lack resources, then the shop fits well regardless of officially recognition as a charity by the government. So again, by placing Druid Cycles among the business models of the majority of London, I misplaced the business and thus the ideals of the shop itself. If I was to redesign the website without knowing this, it would have been severely misinformed. Even though miscommunication and misinterpretation is not pleasant, if it had not happened I would not have understood properly the goals and organization of the shop.

Having been a volunteer for about two weeks now and using participant observation as part of the user-centered design process, I am finding it immensely useful. Doing simple interviews and check-ins at major documentation markers would have been sufficient, but the relations within my experience have provided far more valuable information and insight into how the site should be updated.

Furthermore, it is also an interesting experience for myself to view the two different paths that my research is taking and how it is being manifested. I see the anthropological value of how my relationships were built and what this might mean in terms of ethnographic frameworks, but I can also see how web designers take that same information and organize it as visual documentation.  Simply two different ways of organizing the same information. However neither necessarily made to be viewed or consumed by the client/participant, or need translation in many instances.

While many user-centered designers preach direct collaboration in the building of their documentation, for this particular project the collaboration was in the discussion and my involvement as a volunteer. There simply is not the time to create and discuss each section of the website, as the shop needs to continue to run. There will certainly be a rapid iterative process, as I get the basics done and show the work for revision or to be “okayed”. Again, volunteering/participant observation and contact through email will keep the lines of communication open so not having to depend on precise scheduling which is not possible at such a busy place.

*not sure if personas or user-journeys are necessary for this project???

At this stage in the process I feel it is time to do the first iteration in the site updating and redesign. First I would like to create the new areas and pages for the site to get a handle on how the previous designer set everything up, and then make sure that all content will fit appropriately. Then I would like to actually write the content and get it approved by Thor and others before putting it online. After it’s online it can be edited to deal with any new changes. Etc…

1st Site-map: druid_sitemap

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Posted in Anthropology, Druid Cycles, Nonprofit, research methods | 20 Comments »

Meetup: Apps for Good London by CDI Europe: Monthly Networking Drinks

Monday, June 7th, 2010

Date of Event: June 3, 2010

What: Apps for Good London by CDI Europe: Monthly Networking Drinks

Who: Apps for Good : http://appsforgood.org/

Where: Las Iguanas – Spitalfields Market

What happened:

Tonight I attended the Meetup Group: Apps for Good. An amazing organization that does this:

Apps for Good is the new programme by CDI Europe where young people learn to create apps that change their world. During April/ May 2010 we will be running the first prototype course at the High Trees Development Trust in Tulse Hill/South London and envision to expand to four other locations in the UK by the end of the year. And Rodrigo Baggio, CDI’s founder, wants to see 50 CDI Community Centres in the UK by the end of 2011… :)

Quite impressive I must say, with a great following of people helping to get the project off the ground.

Received quite a bit of good information, apologies for the disjointed thought process, but going to note point by point:

-        Language: A small conversation began surrounding the fact that: “Language is imprecise”. Often, for successful interdisciplinary communication, or in this case client-designer communication, participants either need to use language that resides in one of the opposing systems or to find a point of convergence that allows for more fluid understanding. To what level then are web designers responsible for educating their clients?

-        Terminology: The term “emerging markets” was used at some point in the evening and appears to be quite popular in the web industry. I realize that the world is yet to find a term that not relative to the USA, Britain etc… but better suited would be a term that does not directly imply a move toward the capitalist market system.  I am certainly not against the use of technology in populations where there is less exposure, but it would be preferred that technology be developed as a result of research done for a specific location and need rather than imposed.

-        Agile Definition: Another definition of Agile development for comparison: reducing risk for a project and letting client and others know that changes are allow. Reducing stress as a whole. Setting priority at certain junctions, but being flexible.

-        Nonprofit Web Designer: Spoke to my first female web designer! And she was fantastic. A large portion of what was spoken about had to do accessibility and a comparison between her work with larger corporations and nonprofits. For larger corporations would not make their site accessible until they knew that the time put into such a task would also increase their revenue. Therefore, until this was assured and had moved through the hierarchy to be approved by all the correct individuals, nothing could be done by her as the web designer. And of course in the end, greater accessibility does mean great revenue. Nonprofits on the other hand, do not usually have the same hierarchy that would limit web designers from making the site accessible, they normally want an accessible site because it fits with their ideals (Digital Inclusion) and generally there is just greater need to reach as many people as possible. It was also for this reason that working with nonprofits was a positive experience for her. Being allowed more freedom, but being driven by the ideals of the nonprofit makes the process of web design more pleasant. Not to mention, that when working with a nonprofit often times any labor time that you can donate is appreciated whether or not you able to create exactly what planned.

-        Wordpress and Nonprofits: This web designer stated she also uses Wordpress because it is just best looking and easiest thing to get up and running. A common statement for sure among web designers. Following, CMSs are useful because themes are built to be compliant, again allowing an organization to reach more people across platforms. She stated without following set standards, communication eventually does break down.

-        Documentation: For particular nonprofit sites, she did go through some processes of wireframing, but alterations in templates are relatively easy to make as well. Previous web designers have also stated that they bypass a lot of documentation because Wordpress’ basic installation allows one to organize content easily before implementing the theme.

-        Nonprofits + Agencies: She has seen nonprofits go to agencies for websites and what is given to them is a cookie-cutter site that is fast and easy for the agency, but lacks commitment to the nonprofit’s cause or needs.

-        New App: Also found out that there has been an app developed that automatically makes websites accessible and works with variety of screen readers etc… thus relieving lazy web designers of the work it takes to make the site accessible. Link anyone?

-        Open Source: I also asked at this Meetup whether they agreed that a lot of corporations distrust free software and there was blanket disagreement. This is in opposition to the answer I received previously. Both groups of people were developers and designers. The group agreeing were individuals involved in the creation of an open source CMS, the group disagreeing were quite mixed. Not sure.

-        Value Chain: One member of the Meetup also brought up an interesting point about where people and data fall in the value chain. It is not until someone is able to make use of data, to build an app etc., that the data actually becomes valuable. It has then been given a use-value that can be exchanged at an entirely different level and possible even for something it was not intended for. *Would be interesting delve deeper into the movement of data through the market.

-        Sustainability of technology: The same member also stated he is facing the issue of how to make technology sustainable and accessible in order to allow continued use of the data gathered by his organization. If funding is cut, then technology must be easy to use and maintainable by the greater community.  In replacing community with nonprofit, the same value applies. How can web designers implement a sustainable technology that allows nonprofits to maintain their website (their data and information) cheaply and easily? To provide ownership?

-        CDI: The goal of CDI is was my initial goal when attempting to figure out my research project. To find an issue and then use technology to solve it. In the end, my current project was more feasible, as I do not have the technological expertise to build the necessary app., plug-in, software etc. In my master’s next year in Human Centered Design and Engineering I will have a chance to work in a group where everyone has a different skill set to bring to the table. Making such a project possible.

Points I am not sure what to do with quite yet:

-        One of the participants stated that, “technologists simply learn to fix problems that they create themselves”. I realize this cannot be taken at face value, but does remind us that user needs, while currently often in the forefront, are not the only factor driving innovation.

-        Work acceptance? The meaning of this is on the tip of my tongue. I know it was explained. Anybody help me out? Roles of client and designer? Is it relating to scope creep?

Links to check out:

CDI – http://cdieurope.eu/

Our mission is to transform lives and strengthen low-income communities by empowering people with information and communication technology.

http://www.itforcharities.co.uk/

IT resource guide for charities.

http://www.ctt.org/

To be “The UK organisation that has the most impact on how Civil Society organisations can exploit the technology resources they need to improve their effectiveness, achieve their aims and, in turn, improve the lives of the people they serve”.

http://mulqueeny.wordpress.com/

Bio Co-Founder Rewired State & government-y type person. Sadly passionate about: Transformational Govnt, Smarter Govnt, Data, Power of information, Geeks.

http://rewiredstate.org/

Rewired State runs hackdays where developers show government what is possible, and government shows developers what is needed.

http://www.ordnancesurvey.co.uk/oswebsite/

Ordnance Survey is Great Britain’s national mapping agency, providing the most accurate and up-to-date geographic data, relied on by government, business and individuals.

http://www.squarespace.com/

CMS/website publishing software

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Posted in Meetups | 165 Comments »

Transcription Web Designer #5

Sunday, June 6th, 2010

Interviewee: Simon Nixon

Location: London, England

Duration: 50 minutes

Date: May 20th, 2010

*Okay to put audio and transcription and name online.

Could you tell me what you use as your job title or area of expertise?

My current job title is user-experience architect, and my area of expertise is user-centered design and project management probably. I haven’t done that for awhile, but it is definitely there at the top??

And how many years have you been in the design industry?

I did my first site in 1994, so that would be 16 years. It’s a long time.

Do you work mainly as freelancer, consultant, or in-house?

Totally freelance now.

How if at all would you label your workflow in reference to your current position or projects?

How would I label what?

How would you label your workflow if you were selling yourself to a client?

Oh the kinds of things that I do?

Yeah.

Goodness me. It’s funny enough because someone asked me this recently and I managed to get it all onto one side of an a4. The whole kind of offer, what is user-experience, so maybe I should share that with you at some point, so you can take a look at it. *email for document

I deal, as well as typically, the normal type of deliverables that you get in UX, personas, user-journeys, ? analysis, wireframes, whatever it is, the other thing I tend to get asked to do quite often, is to gather requirements for clients, in work by courtesy of a bunch of workshops, so when they kind of have had enough of the traditional BA, functional spec route, they might say, is there another, way, I will say, absolutely. We will identify your audience, and then just build everything for them. That sort of thing has been happening quite a lot recently.

Sort of repetitive, but in your own words could you tell me what user-centered design is? And why and how you use it?

Well it is really about the user as part of the design experience. Bringing customers into the project, and there are various techniques and ways to do that. Things that I have learned, over the past few, many years. And it’s very much the opposite; to we’ll say the board that decides to make all the decisions themselves. We get clients to stop designing for themselves and start designing for the customers, so if it doesn’t involve customers, in anyway shape or form, it is not user-centered. If somebody just says, can you design that interface? Sure I can do that, but it’s not user-centered. If somebody says, can you analyze a key bunch of journeys, I can do but it’s not user-centered. It can’t be user centered until the users are in the center of it. They have to part of the process. That is my view.

Does that mean actually customer participation?

Both. Clients and customers. I have clients come to workshops and I give them pencil and paper so I get them to draw stuff, and just get them to engage with a different way of working. And then obviously customers, focus groups, usability testing, interviews, questionnaires, whatever it is, just get that input, get that customer input.

Why do we do it? If don’t do it, then you are usually guilty of ignoring your customers.  So no business ever wanted to do that, even if the purpose of the business was just selling very, noncommercial or community based information, there is always a customer, this is always somebody in mind, even if you are anonymously sending out, you still want somebody to read it, and it is about having those people in mind, and doing whatever you are doing, for them.

There is possibly, I did an arts degree, I am not an artist, but I did an arts desgree, and there is probably a bunch of people I know from the early 90’s who would say about art for art’s sake. What about producing something with nobody in mind but yourself? And I know I worked in the music industry for a long time, and I know that there are a lot of musicians who work that way as well. Who don’t think about their audience, so again, we’ll put those in a special box, but for everybody else. There is a customer.

I don’t know, you said you have worked with nonprofits before, but do you have a specific experience that you used user-centered design with a nonprofit organization, or community type org?

And do you want to speak fluidly about it, or shall I provide markers?

No I can speak. I can always talk. Everybody always says that about me. I went for an interview once and they said I got the record for the longest ever interview…its passion…

The not for profit experience was my first ever website in 1994. It is hardly surprising that I would say it wasn’t very user-centered. This was a bunch a people in Oak Park Illinois, who were trying to figure out how to even build a webpage, and figuring out what a webpage was. So there was nothing user centered about it.

*increase in technology has led designers to thinking more about users? Less pressure in other realms?

It was just us trying to get something up. I got a job there. Because I didn’t have a work visa for the states, so I took on this volunteer position ….And So I got a job there showing and driving people to apartments and showing them,  as the community center was about housing equality etc..Trying to have an even distribution of racial demographics in each building. So that was the purpose of that. So was just the guy that drove people to apartments. After awhile, well I said I would like to be a counselor, well that’s just another word for somebody who sits with clients and gets their requirements. So you sit with them and talk to them about what their requirements are, so there is no real counseling involved. Not in the British definition of the word counseling, but it is very personal thing, sitting around and talking about your housing needs. Not if you have got loads of cash, but if you are not wealthy and you have got loads of kids and no husband. This regularly happened. There is a kinda social element to it I suppose. Anyways, so I did that. And then somebody said oh we should do a rebranding project, and so everyone was told to design a new logo, it’s a bit of an urban myth among the people who work there, apparently my logo got chosen, but I think that is not true, I don’t remember that way, I think someone else’s logo got chosen, and I got with my friend here, and said yeah I think I can put it on a web page, and I really didn’t know what I was saying. I just regretted it immediately. Someone I , it was a little bit of , I guess now then probably called it a community forum or discussion board or something, but back then, it was just a list of people in Oak Park who had websites, and a couple did, and I emailed this one guy, and asked if there was any chance he could help me. Out with html and so that is what we did, in a weekend, and then we did a website.

And user centered design for me didn’t really come about till 2004/5, when I had been doing some interface design and more project management and a bit of interface design, but I started to, I went into an organization where the opportunity to test real users was about, so that is when ? started to change. About six years ago.

Um between 2008 and 10 a few months ago, I worked at Direct Gov, it is the biggest most visited, it may not be the biggest in terms of volume of pages, but the most visited public sector website in the UK. With I can’t remember how many millions of visitors per month, but it has got a hell of lot of citizen facing content, as they call it. They are a very user centered organization, the people there before me, preached the benefits, so I just rolled in on the back of that wave and carried the delivery in?? So I was hired as a practitioner and then became leader of the team, and manager of the whole team. So it was our job to design citizen facing content and functionality that let people, ?? and you can’t do that unless you are user-centered. So I worked with departments, like HRLC? The tax people and MOG, some part of voluntary sector?? And things like that. All sorts of things.

?? Recording fuzzy??Who are you working with now?

Actually working with Stereo?? The technology supplier for Direct gov. But that is relatively coincidental. What they do is Smile. Co. uk banking site, the co-ops banking site, they do the police service sites, and I think for one client, they have got 500 developers onsite in the client’s office. And they will often spend in excess of a million pounds just on the bid process for winning a massive contract, to give you an idea of the resource scale and the size of it. I think we have got 19,000 employees and two major develop centers in India. Big. Biggest company I have ever worked for, by a mile.

So there is nobody in there, who does user-centered design. I am the only one.  So there are 18,999 technical people, and me.

Are you able to talk about a special issue in your direct.gov project that you used user-centered design for? What kind of methods you use within it as well.

There is one that springs to mind straight away. So inside of MOJ, the ministry of justice, they still working on the project, so I will have to talk around it, because it is not live, K, so they are developing a service to help people who go to small claims courts. A lot of people go to small claims courts that arrive with the inappropriate information, so they are in the wrong part of the process to even be in the court room, or they don’t really understand what the concept of winning even means.  So there are all sorts of information and education problems that the MOJ face. Giving to people before they get into the court room, Gonna speak slower now, so I can think about what I am saying before I say it. The requirements were put in front of us, and the solution was also put in front of us, because they had mapped out a solution and they extended all the way around the room, where we stuck the pieces of paper on the wall, that was just one of 14 journeys that they had mapped out. So, to say a lot of paper would have been understatement of the year. It was factually correct, and it was legally correct, and it had been signed off, but there was no way it was usable. It was just ridiculous. On paper, even in the room, and being told, and talked thought it with somebody who had been on it the last year or two, it still didn’t make an sense to us. So we decided to try to get them to consider that they might need to redesign it. 14 times around a meeting room took a long time. That means that the client spent a lot of time developing this approach. When 2 blokes walk in and say change it, they are not immediately going to say, oh okay! Oh yeah fine we still just chuck it away and start again. So I would say we had some stake-holder management challenges would be an understatement of my career. Some challenges and some challenging people, but we, so initially they were very resistant to change, and when I say very resistant…quite brutal. So eventually we managed to get them in a situation where they could talk to us, and we decided to try personas as a way of engaging with the idea.

Can you explain persona?

It is an old marketing technique, in the advertising and marketing world, to create a one sheet snap shot of an individual. Who represents your target audience? Their photograph, their name, income, demographics, social background, education, family status, employment history, quotes they have told us, or made up, their actual story, internet usage, tech saviness basically, their favorite websites, what their goals are and we also embed the business goals in the persona as well. So what the business is trying to achieve, so when you look at it you see a person, and they are very real. And the more you write it, the better you get at making them real. Now sometimes we get given massive documentation, we build the personas from what we see in that documentation, customer insight is what it is generally called, stuff that a business knows about its customers,  they say what would you like, and we say well everything, and a guys turns up with a wheel barrow, and tips a load of paperwork on the floor, and we usually, produce on average around six for any project.

So in the case of MOJ we actually went to courts and hung around outside the courtroom and interviewed some people who were going in. So some of the personas were created from research and some were reading documentation. Some of the research done where we visited people we had met?? When we were done, we had a bunch of characters, and two of them stood out, so we presented those to to the client, and they really liked it, and they got it.  And about three meetings in after that, one of the personas was called Dean. And the client said, What is that piece of work on the table and turned to us and said, Dean won’t be able to use that. And we had that little knowing moment of knowing they have arrived. They have arrived at the place of not designing for themselves, but thinking about their audience, it is much easier, If I said, think about 20 year old males, who are fairly uneducated with nearly no income, and describe them in a generic way, that wouldn’t really work as well as thinking about Dean, and you knew Dean, with a paper that had everything about him and Photograph, and suddenly the whole picture comes into your mind, that is why a bit easier to use than just customer data, or these are our marketing segments, okay very interesting but I am going to turn these into real people. Because marketing segments do not use the website, real people do. So they have this little moment, the light bulb moment, and that is what you are looking for, you are looking at the clients, and in meetings we talk about them as if they are real and put them up on the wall. And we start every meeting, even if it is just regular status weekly check point meeting, we always put them up. We just put em up and it just irritates people sometimes, and we say there, that’s the customer. Well it’s just a check point meetings. But yeah if we branch out, the project, we forget about the audience. And once we have done that we went back and looked at their 14 journeys and realized they were not usable for the personas that had been created. And then we can start the process. So really what you are looking for is for them to say that is not usable, maybe we should change it as opposed to me going in there and saying that is not very good, you should change it. So you are looking for that moment for them to have the light bulb, like upper management when you work in businesses, just get your boss to think that he thought of your idea, because it’s more likely to travel if he thinks it was your idea. You just remove yourself, and have a little moment to yourself, you know it was your idea, and then just let him run with it. A little bit like that you just want someone else to think it was their idea. So yeah, or it I may be that the client does not have any requirements written down, they may have traditionally, done things in the board room, decisions have always been made in the board room, I mean, that is where the decision has been made. Talk about in the board room, then let’s take those ideas and put them in front of users, and record what people say, and we’ll play it back to you and see if it was a good idea or not.

How much education do you give your clients on user-centered design before hand? Or does it normally go like that- what you just spoke about?

SO we have designed, and I saw we because I work with another guy, we also work with a bunch of other people as well, contractors we bring in every once in awhile, and there is one guy in particular, ???….so what we have done, is we have designed, a one hour , 2 hour, and half day and full day workshop of how user-centered design can benefit, the organizational needs and we even trimmed the one hour one to 40minutes the other day, we did  a presentation at an event of about 70 people and we only had 40 minute slot because they want 15 questions from the floor and a 5 minute changeover, so we had to condense, UCD light, so we have different levels we have created, the one hour version is just us talking and the 2, half and full day are where we get a piece of paper out and pencils and we get people to do stuff. And some of those we do in businesses on their premises and offices and next month we are doing a paid version of it, with a partnership with another company, they are doing a half day on Google analytics and we are doing a half day on UCD and people pay to attend, like a proper day’s training, so we are very much focused on making sure people come out with something tangible, I learned this on that day, as opposed to use going this is what this is all about, and that’s great but you come and in and do it for us, but if they are paying us money they need to take away something they can use. Over the last year or so, we have really refocused the longer event to make sure they absolutely guarantee they have something to take out, we have bullet points that tell them what they are going to take out from this session.

Can you also explain journeys?

After someone says you can analyze our user journey which we get asked many times, so I looked at one yesterday for a client, and this one, the very traditional, from our home page it take, a very nonintuitive route and it takes 6 clicks to get to some very good content. I found that out, so I went back to them and went gosh, great content, but it’s really deep and terribly hard to find, and you need to redesign the journey. So typically the types of people who would go on that journey are: this type of person would go down this journey so, school teacher as it was, how they are going to find this, we need to design the site with better navigation???. To make sure they can get to the teaching aids. Another type of user journey might be, because this is an education publisher, might an author who writes books, education books. So they use a journey, and the content they want to find is totally different to the secondary school teacher.  So we are going to map this journey and make sure the key content is apparent.  And not buried. And that is kind of basic, 2 up 2 down version of user-journeys. Really, the real user journey, that makes it more real, is if I, said to you, do you own a car, if I said to you, I would like you to, so you just bought a car, there it is, outside window, I want you to buy a tax disk for it. A British task disk, so you are not British by birth, so you would know what tax disk is or even where to start. But I have given you enough phrases to get you started. So you have got a specific goal in mind. That is the beginning of your journey. You journey starts with, how am I even going to get this information, what is a tax disk, am I am gonna type it into google, maybe I will ask a friend who has a car. Who is English, and you might say hey I need to get a tax disk, can you just tell me how to do that or where to go. So there are two starting points for the journey. Google very typical, online starting point still for a lot of people, asking a friend, you might just coincidently if direct gov had been doing their advertising, see an ad on a billboard or magazine, direct gov the place to tax your car. Or the tv ad they ran last year that was very successful. Ah there it is, that is what I need. SO then traditional advertising is the art of your journey. You could come up with a few more. So then that is the beginning of the journey. How are you going to start consuming this information? Even a Google search is going to return you a bunch of results on the first page. Do you find the one you are looking for? Is that frustrating??Was it easy to find? Did you get a deep link in? Dropped right into the correct part of the direct gov site? Or was it badly done, and you were dropped on the home page and you were still searching? So you got to the site search etc… that is not very good experience. If you just typed direct gov into your browser then a site search would be fine, totally appropriate, but not after a Google search. So that is the beginning of a user journey. Identifying someone’s goals, not their needs, and analyzing the experience of that journey and optimizing it. And the optimization might be better advertising, it might be better SEO, it could be anything, but the more starting points you get, the better it is. That kind of home page 6 clicks down thing, that is important, but that is only part of it. You might not even get that far. And you might just be calling me asking me can you just do the tax disk. I can’t find it. So, and the later, is often not considered. And they just mean the home page down. And directly gov gets millions of visitors, …..google it to find out.. visitor stats.

Only around 50% of those people visit the home page. So when someone says can you analyze the user journey, if you only do it from the homepage, you are only doing it for half the audience.

But where did the other half go, they are deep in because direct gov is a task based website. I said to one of the directors in direct gov when he asked me question about the website, and I said well it’s a task based site, he knew about that but didn’t really say anything. If you go walking around the office at around 12:30 what do you generally see? I don’t know where you are going with this he said? Okay you see people eating sandwiches at their desk, coke having lunch, when you do that, you typically see the same old websites coming up, BBC etc..Sky sports whatever, I have never in all the businesses I have ever worked in between 12-1 on the direct gov site. Because you don’t just go for a browse around, while eating, you go there with a particular task in mind. For if you are that task driven and specifically know what you want to get out of it, then your Google search is likely to be that specific. So people are getting links deep straight in. And getting those results at the top at google, that is hwy most people miss out on the homepage. Whereas BBC, a massive amount of traffic on the homepage, because everyone starts off at bbc.co.uk, top news etc…what on tv that may be enough, or maybe a couple of stories. Just different behavior. Even in the BBC which is a big old website, and direct gov as well you can’t just look at it and go, and say they treat this bit of functionality like that, it’s all tested etc…we should just copy what they have done, we can’t copy what they have done because their audience is different. But even if it is same person, you, are approaching it with a completely different mindset. Great they have done something and tested it, we will have a look at it, but we can’t just copy and paste it into ours, it just ??.

At what point in the user centered design process do you actually seek approval from the client you are working with?

Like sign off? Okay let’s just answer the question in two parts.  User centered design fits into the project life cycle so that is kind of; it fits in quite near the beginning of a project. Typically a project is already started, and the idea is already out there. Some conversations have gone on a few meetings, whatever, and then there is that kind of strategy thing, where people think what should be done and how do we do it. And if we are lucky that is where we get in. We help set the structure, then we deliver blue prints, architect’s blueprints, diagrams, of what we think it should look like then we hand it to graphic design to handle and we are out. We get asked back in the testing stage at the end. That is typically where we are in. If we miss the early bit, the strategy has already been done, then we are usually given the brief, and they say, just design that. We have done all the thinking all the planning we know what we want, just design that. Any opportunity to challenge it. ? Excuse me. Um no. We have already done the thinking we just want you to design. Well that is typically how a long of projects go. Strategy might have been done by a third party and consultancy, the business might have taken it upon themselves, it could be good, it could be bad, or awful, but if it’s done it is done. Sometimes they accept a challenge. Sometimes not. If a standard design gig is available, as we call it, but its generally pitched to people who are a bit junior, or less experienced, the more experience you get the more you get to challenge and ask about the actual project. Are we building a circle or a square? You’ll say circle and I will say square and I don’t challenge it. When you are less experienced you get ….agreement…so there we are up for another project, even if we are not in the strategy bit we are still in design and technical. They are involved looking at what we are doing and worked very well, and it’s been quite collaborative, nevertheless, it goes before that, in a traditional waterfall methodology, it goes before that.

35:46

Um, we are not really talking about agile methodologies here; we are talking about that traditional stepped process. So where we seek approval for our signoff is, really dependent on what we are asked to produce or what we recommend, we produce, so if we are doing a set of personas, and we have the client involved in the drafting of those, but then they need to be signed off. If we are doing analyzing journeys, or competitive analysis, that needs to be approved. Particularly the journeys. When we get down to the wireframe stage where we are building a prototype, then obviously that has got to be signed off. Because otherwise you got major problems when you go forward in design and build if changes are still being made. There is no real point wireframing in the first place. Um, so really we are looking for a sign off with key deliverables. ???

*comes down to the fact not everything can be flexible or nothing would get done.

So user-centered design can be segmented? Sort of plugged in at any point in the process? Or is not really an entire process itself. Is that what I am hearing?

Tthat isa good question. Ask it again.

So user centered design can be plugged in at any point? As part of the process of creating a website, or is the entire process of building a website?

I think it is more the former.

It can be plugged in?

In itself, as an entity, it only gets you so far.

How so?

Well you can’t…for user experience, some user experience people can do a lot of things. But as a discipline of its own it says, what it really says is that you understand your audience, and we are going to show you what they want. We are going to put that in front of you, and we are going to work with you, but by the end of it, we are going to give you something that for sure is going to be used. Used and usable. ……

But it only takes you to that point. It doesn’t, it is kinda like the sort of customer survey, expanded. And it expanded, because it goes that stage further of actually giving you prototype designs and all interpretations, not some guy standing up and giving you a slide pack on PowerPoint, here is your audience and their needs, we go a stage further, and say, and that is what that really means. Things like that. So, but it, stops when we need, in a digital project, when we need creative and technical. But there are some user experience people out there, or agencies, digital agencies that can complete the whole thing. But as a discipline in itself: It cuts off.

What are some of the larger issues that you run into when completing user centered design? Do you think there are any pitfalls to it, things that should be changed? Issues within the process itself that people have not addressed?

Yeah there are lots of things, if you want to critique the industry or the practice, yeah. Yeah there are lots of things I don’t think are quite right, so let’s throw a few of those things out there. Typically we say that if you and I are going to design something, in order for it to be user centered we have got to show, it to at least one person. So, that makes sense, it that person is representative of our target audience. And we get their feedback; it inherently improves the quality because we get their feedback. But if we only do that once, with like 6 people in one round of testing, then we get that feedback, then we have no idea really if what we just did is any better than what we had in the first place, because we only just had one group of people giving their opinions, and you now have version 2, and you need to show it to a similar group of people, not the same people. But similar demographic of people, so you can say hw bout this, but you don’t want to come, and show 1 or 2, you are just going to show number 2. And you are going to ask the same questions you asked 1, and if the quality of the responses goes up then we know we did better in round 2 than 1. It can go down. You can misinterpret, you can make some mistakes, you can go okay we need to go back and have a look at one. So three is going to be more based on 1 than 2. So if you only do one round of testing, you don’t get that iterative approach that you need. So I have started, to believe that when clients say oh yes, we are going to do some usability testing, I‘d say well how many rounds are we doing. Because one round, I ‘d rather we don’t do any. It would save you money and we can spend it on something else. Cause that ….?? Saying that, the more experienced you get, even one round of testing, can give you some information, when you are less experienced, then you need to run more ideas around, …?? It is complex you know; there are factors that mean that more rounds are going to help you. So I tend to think that one round of testing is really not being user-centered. Probably flies in the face of what most people think.

42:33

…

So um one of the key problems that we have as an industry is I’ve met some user-experience people who are, the way to do it correctly is that you have to have an equal balance of what users want and what businesses need to achieve. User goals and business goals. Hand in hand. The client might say, that big ad that appears on the homepage above all the content generates x hundreds of thousands of pounds per year in revenue. But all the usability testing told us that doing an ad above, nobody likes it, and everybody wants to get rid of it. But the fact is, it works for the business and they sell, so okay so in redesign we are not going to have ??? That sits over the content, so prominent, but that could fly in the face of what our users said. We need to balance what the business tells us with what the users tell us. If you go too far in either direction, then you have some problems. And I met user experience designers who were too willing to do what the clients says and ignore, the users, and I have met some others, who are in a much worse position, is that they are so hell bent in being the user-advocate, that they can’t, they get into massive fights with the client over commercial objectives. Say, well that is not what users’ want etc… and they are in violent opposition with the business because they are so, passionate and dedicated to delivering what users want. One person in particular I am thinking of, I have seen in regularly, one person in particular terrible problems with a project, so the person we replaced them with, was not as experience of a designer or had a great portfolio, but understood, that relationships much better and the client loved him. After the first week, the client wanted to hire him. No, he works for us.

So yeah it is just about understanding that balance.

Does anything change when you working with nonprofits in terms of workflow?

NO, they are all the same, no the way we approach projects, the difference is that, for example in the public sector, there is no commercial goal, there is no sale etc.. dvd book..There is not t-shirt at the end of the process. There is a bunch of information that people need to get and a task they need to complete, so it is the same. Just can’t watch and listen to it and wear it, but it is still, as valuable in your life, that you need to find out about that particular thing, benefit, tax disk, whatever it is. So it doesn’t change. Just the context changes, but then everything else is the same. But those other things, those other things are where the industry needs addressing.

I can think of one thing which is that user experience designers often get carried away with producing beautiful documentation. In Brighton there is a place called Clear Left, podcast the other day, they call it Tool Time, don’t waste tool time. Don’t waste your time in took time, actually it takes ages in Photoshop or Viseo, in Actia, PowerPoint, whatever you are designing in, Omnigraffle, you Flex, you are going to waste a lot of time making it beautiful and perfect. And the quickest way is a pencil and a piece of paper. Scribble your idea down, and on the way to the meeting you can always do a slightly neater drawing, if it is really illegible, as often mine are, I have got a whole lot in my bag here, but they only take a few minutes, rather than days and hours to produce. Now, that agencies will particularly say, now here is how, here is a template, we want everything produced in this style, so sometimes you just don’t have time for all that. So you do a drawing, and show it to a designer, and say, what about that, he grabs the piece of paper off me and says that’s perfect, and I’m like….give that back, I haven’t done it in…No he says that is great, I can see what I need etc… navgatopm etc…

And it’s happened. Last month. We just did some work, and it was going at such a pace that the designer were so fast, I just didn’t have the time, so I did the whole thing on a piece of paper, and I am a terrible drawer, not artistic at all, but you don’t need to be. It’s about getting your idea down quickly. And often you spend ages laying it out on the screen you can’t remember the ideas in the first place. You might see more of that. And the more people I talk to about it in the industry, the more they come around to it.

me…interviewee yesterday said it also keeps clients from misinterpreting the documentation. That it is a sketch and not the final design.

True True, so there is no mix up there, it is like in the music, industry when they say, oh we prefer the demo. We like the wireframe more than the final design. Um, ah so yeah, it’s also I think, I think user centered design is about collaboration. And when something is drawn, the client will often feel like then can get a little bit more involved and often, this one lady said to us at a meeting, earlier in the year, and she said, oh I did some drawings. Okay we don’t normally hear this from the client. You did some drawings? Oh yeah but they are awful. No no that is gorgeous….where are they?

Oh they are back at the office in my desk, so I forced her to scan them in and send em over as pdfs, because that was a great insight into what she was thinking the solution was going to look like. But ah, we do our workshops, we have pens an paper and get people creating stuff.

Do you ever use ethnographic research for any of your projects?

Yes, it has happened. It probably, I guess,….. it hasn’t come across me so much, but it does happen for other people.

Is it something that was successful for you, or part of project, or just something that you have come across?

There was a project I had walked into where it had already been done. A bunch of people had left a project, so they needed to get some new people in. So I was handed quite detailed, ethnographic backgrounds, but done by somebody else. IT was really kinda hard to pick up, because the person was not there for the handover. It turned into a bit of a nightmare; in fact it was a nightmare. I won’t tell you who the client was or who it was for.

What do you think about the idea that there is more work to be done in understanding and building relationships with  nonprofit clients and their end users, rather than with commercial work or for profit?

Well, I mean I spent some time in another nonprofit organization,…

Is nonprofit the thing you are particularly interested in…

But my experience with it is ah, I don’t really see that there is a difference, In fact nonprofits, in my experience, are probably more aware of their customers than commercial organization, who absolutely are hell bent on the pounds and pence sales, whereas nonprofits, tend to be more understanding of what the user’s needs are. Whereas commercial businesses are governed on price point or product. So, I actually don’t think nonprofits are behind, I think they are ahead.

I never really thought of that, but happy with the answer…

You said you worked with Wordpress a little bit, and as a side part of my project, because it is what I know how to use..

You know it better than me then,

How much have you used, or what is your opinion of it?

Well up until a few months ago, I was only aware of it as a really good method of delivering blogs, or single entity sites, I want to sell my site, um but it obviously a very powerful blogging tool, and I have seen it integrated into sites as well. So stand alone, mysite.com, or mysite.wordpress.com, and then also mysite. Com/blog. I have seen it integrated and seen it stand alone, ah I also head about people using it for bigger site builds and as CMS, but wasn’t so much aware of that, since I saw the website for the #10, the site for the prime  minister, and the site is a wordpress site. http://www.number10.gov.uk/

  • Email for interview possibly?

Beautifully designed, and a great example of what you can do with design, great for government as well. Who are often producing very tired design.  Its??

So 2 months ago when I started at Stereo, one of the specific terms of reference in the documentation of the project was integrating Wordpress. I was like oh this is going to be interesting, because I have only seen this from one, side of the window, Looking in …

We basically had to look at how we could actually integrate it into our site. So we did that, the technical guys, I just told them how it was going to be used, and then, one of them came to one day, and said this is actually a really powerful CMS, and I am wondering whether or we are utilizing 50% of what it is capable of. By showing it just as a blog tool. So that set off a whole scurry of activity as people started googling and talking to people who have used it. To really find out what more it could deliver. Then we found out that the government cabinet had commissioned a whole set of website with Wordpress if the new government came in. New…in preparation for potential change of government. Didn’t’ want to spend too much money on it, bc if there is no change, they will never see the light of day. But they choose Wp. And David Ponger? Inside of the cabinet office, is a big fan of wp and he commissioned WP. …also a meeting that he might want to consider Drupal, the cms we have been devoping in for the past 2 months. And so yeah, I know a little bit more about it, than I did a few months ago.

And also, there is accompany I work with sometimes called… www.pimpmywordpress.com

Lots of how-to’s…etc…themes…

Did you use user experience and user centered designer interchangeably? What is the difference?

The question. Thank god you asked it.

Have we got time to answer it??

This, in June I have been invited to some UX conference summit thing, and one of the topics, it is going to be very fashionably 2009/2010 and we are going to create the agenda on the first morning, I don’t know if you have been to any events like this, a bunch of broad topics are put out there, and then the people in the room, vote on what they want to work on for the course of the day, so they create the agenda.

It’s very cool, and it’s a great way for everyone to be part of it…I think they are going to do it bar camp style, I think there are going to be 4 topics in 2 days, and you can literally, just get up and walk away from the session you are in, if you are interested in the other one. So it is kinda fluid, very fashionable…what are the topics up for nomination? Probably tackling this issue of titles. So a whole bunch of people from around the industry have been invited. Um, UX London is going on right now, yester…it’s a big problem. There are a bunch of buzz words and phrases that get used around our industry, out of contect, user designer, interaction design, user experience architect, information archictect, product designer, when we do our power point we have a slide of job titles and we make a joke of it. Um because at some point or another, we have been called all of those. I know the differences, But I think I just created them. I do, I am not actually sure anyone has the same definitions as me. So it’s a problem, so we see job ads, and for some other project, and we see what title they have used, some of us reach an assumption, that we know what it is,

An information architecture is classic, because it really is a specific part of the industry, It is a particular subject, with a particular process, with a particular outcome. Some people just use it a blanket phrase for all of UX. For the whole of user centered design. But I would broadly categorize, them, if you want to know what I think.

IA – dissemination of large amounts of information, creating taxonomies and navigation systems that basically says here is a branch full of content and I am going to give it to you in usable chunks, just breaking down content into meaningful pieces. There are certain techniques that go along with that, card sorting is the most well known. There are others, and that is the role of the ia in my opinion, and therefore a good IA, may not be able to design an interface, and I think that is perfectly alright, because I think that they are totally different.

UX designer, product interface design, is designing interfaces. Interface designer. Here is a piece of functionality, here is check out process, here are a bunch of forms, calculator, login and registration, something like that, and design it in usable way.

Nothing like IA, but…

More kinda of research bit of user centered design. People who come from the background of ethnographic studies, the background and know how to write surveys and have experience going into people’s homes and gathering requirements and information. They might not be able to do IA, they might be the worst designers in the world, but if they can give you that customer insight that is completely part of our industry. Not in addition to, but in our industry. So that element of being user centered to one extreme is nothing to do with design or IA, and typically, we asked to do all three. And some of us are capable of doing 1, 2, or 3. Rare people are able to do all three.

I try to figure out which one of those three things are the client actually after. After I figure that out, then I can say to them okay I am generally better at this on that one or the other. I have been very lucky to have been exposed to all three, the level of skill is different than all three, but I have been lucky enough to have an experience with all three. But everybody has.

That is the key thing I find, when I interview somebody, that is the key thing I find, where do they fit into the industry, one of those broad three categories or, maybe someone is just a beautiful visual designer, they produce beautiful wireframes, does their wire framing in illustrator, beautiful documentation, I would probably hire them. For ¾ days when all the kind of thinking has been done, and say here you have got some stuff to do, can you just mock that up in to beautiful looking documents? So they have all places to fit it, but they have interchangeable job titles. Massively confusing.

Check out:

http://www.youthnet.org/whoweare/meetthesmt

http://www.do-it.org.uk/

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Transcription Web Designer #1

Saturday, June 5th, 2010

Interviewee: Web Designer #1

Location: USA

Duration: 50 minutes

Date: May 16th 2010

*Okay to put transcription and use pseudonym for name and company

What is your job title or area of expertise?

Design researcher

How many years have you been in the design industry?

Technically three years now.  Including a graduate degree I guess.

Do your work mainly as a freelancer or in-house?

I work as a consultant. I mean I have done both, but right now I am working as a consultant.

How if at all would you label your workflow in reference to the volunteer position you emailed me about?

I think what I do in work maybe inspires and guides the sort of things I do for the nonprofit. So I think a lot of what I end up doing is inspired by techniques of participatory design that we use in our research. And I use it kinda to structure conversations and use it plan activities and define ? and also to think about my design skills. I mean I went to school to be an interaction designer and I use that as a way to think about what people are doing and how they should be doing it and why. What makes sense and how to make it easier.

For your web design projects, what % actually use Wordpress?

Like I said it is just the front facing blog is Wordpress, and then we have another site that we just started and that is using Drupal.

Could you tell me the name of nonprofit and type of work they do?

Yeah, they are called Company X and we are trying to work in the intersection of art and technology. And our mission is to connect artists and technologists together and help pretty much random ordinary people discover their creativity. And we do that by holding events and exhibitions, we have workshops where we teach specific kinds of skills, sometimes it is technical skills, or non-technical.

Recording blank for few seconds

..Sometimes it’s our own projects, where we show our thinking by example.

How did you become involved with them?

I think I was at one of their events when I moved to the city and I just basically saw an opportunity for me to sort of use my expertise and what I was learning at work and cross this over, and we are a really young organization, we are barely about three years old. We have grown really slowly, we have had to create our own presence and create a crowd.

As a growing organization I felt that it could use design thinking so to speak. So I thought I would test it out and see what I could do for these guys. So that is how I ended up with them.

So for this particular site, since you did not build the site yourself, I would like to hear about an issue you had to focus on at one point and how it was dealt with from start to finish.

Is that something you feel comfortable starting to talk fluidly about and I can interject where necessary, or would you prefer I provide markers for you?

When I came in the Wordpress site was already running, um it really didn’t have too much of a structure. I guess and it was just there and the thing that happened was that we really didn’t have a big glaring problem that needed to be fixed, nothing broke, nothing was majorly dissatisfactory of some kind, but what happened was we weren’t actually getting, we were not doing a good job of getting people through from our workshop description pages to making donations and signing up for classes. That was pretty much the point we said okay, we need someone to help us do this and there was a Php developer that somebody knew who was willing to help out, and it was somebody who had just started doing web design on their own, and had just spun off into their own thing.  They ended up taking our basic installation and filling in a few custom modules and maybe doing a bit of theming. What we had to figure out after that was sort of how do we make this work in terms of people and who has access and how do we change the way information is presented.  Which is something we have not quite solved yet. But really about the only kind of problem we have faced is with simple things like formatting the output or trying to figure out how, when the payment action happens on the site how do we control what happens after that, which we still haven’t sort of managed or bothered to be honest dealing with. We probably might do it if it was easier, it is almost like okay this is collection, a kaleidoscope of different modules, and part of thing is that if it works, don’t break it. SO we haven’t bothered making any major changes or fixes. NO serious problems or serious fixes.

What is encompassed in your regular maintenance duties for this project, or what do you do on a regular basis for them?

Mostly it sorta runs itself. There is a bunch of other stuff which is much harder to do. SO I do much more maintenance on the Drupal site, rather than the Wordpress site. On the Wp site, it is mainly making sure things are, the code and installation are updating and plugins and modules are updated, because we have people that change in a out of roles, and some people  basically swap in and out of the marketing role who end up posting to the blog. Managing those permissions and anything else that goes wrong. I get a bunch of forgotten password requests, those pop up every so often and their username and which email these used it with…

But really that is the bulk of it. I do a few tweaks and adjustment of settings.

And one time we switched hosting providers, so I had to handle the migration and make that work.

How many people are usually involved in the project at one time then?

Um, we have about 30, and 20 steady volunteers. And it probably about 5-7 of us who are really core to this and different parts of the process. In the beginning we were all over the place and everyone did everything, and now we are starting to really specialize and switch roles. So increasingly, we have few people involved with the WP install, whereas, earlier there were probably more.

*people growing into and switching roles common for nonprofits as volunteers move in and out and the nonprofit itself learns what processes work best for them

You stated in your email that you participat in driving the dialogue between workflow and site design, could you elaborate?

So one of the things that we have to figure out how to do, and this specifically relates to the workshops that we hold. All but instructors are volunteers and so we have people who teach workshops for us that don’t do anything else and so that pool is growing and shrinking and changing over time. We have gone from doing one-off sort of workshops to really thinking about a curriculum and structuring a series of workshops together so they have great depth on a topic. So we have started to have more regular workshops, the same workshop starting every so often. And with all of this we start to have challenges of doing things like maintaining rosters of people who maintain our workshops frequently, tracking how many folk attend what kind of workshop and which ones go well. And so what we ended up with was a two headed solution that is really not satisfactory. The way we do it is that we have a bunch of different worksheets in Google docs, and there is a workflow associated with that. I had to sit down with a couple of other folks and do that, and edit and track the information and so on. And then part of that information ends up going to the Drupal site and part of that information ends up going to the Wordpress site. And I have to sit down with the people who update the Wordpress site to figure out how things like the workshop description, once the workshop was planned and finalized, and structured in terms of cities and seasons of the workshop and all other necessary information of the workshop have been set, we figure out how to get that information quickly and easily over to the person updating the Wordpress site. And also, trying to get our instructors to rely really on the Drupal site for coordination, instead of trying to do things entirely over email. So that is why, it is two headed solution, it is a little bit here and little bit there. When ideally, it would be best to have a single something that would go directly from planning and coordination, the actions of planning and coordinating, and writing the initial lesson plan and things like that, and following that through cleanly into the public facing aspects. So since tech does not allow us to do that right now. I am part of the process that says who sends an email to whom, and who is responsible for updating what kinds of information and what sort of information should live in the public site and what should live in the internal site. So that is probably the strongest example, we are starting to do this sort of thing with other aspects of our work, so you know we are starting to figure out other certain kinds of information that we should be putting out on your blog. So again, with the workshops, there is a workshop planning guide that is on the website. And that was, once we figured out how to hold workshops , what each instructor had to do, and how they are to work out a lesson plan and sort of all the instructor’s workflow, we basically wrote that down, and put that on the external website, so any potentional  instructor could come in and see approximately the amount of effort its takes to teach a workshop. As we have had people who have never taught a workshop before.

How do you think your particular organization, because it seems to be very involved, inspires greater investment in keeping it updated?

Honestly, I don’t think it does. To tell the truth. I think we have a very standard aspect, for the WP site right now, that is pretty much all our workshops, because that is most constantly changing aspect of what we do?

Recording fuzzy here.

And that is sort of planned out, because we have a marketing and workshops coordinator that handle this in tandem and um it’s almost like the because we are still figuring out who we are and what we are doing, end up being on our personal blogs and Twitter, and Facebook and that sort of thing, and it doesn’t really become part of the group identity in terms of those thing quite yet. So what we tend to do is make announcements, workshop announcements or exhibitions updates, of that sort, but it doesn’t really tend to be anything more than that.  We don’t’ feel that the blog is the right place yet, to do things like present a collective mind, or yeah, so it’s really, I really don’t know why that is, I am not sure if it is a cultural or organization problem, or if it is just a question of I really, whether the expense of time and effort is too much, or maybe they will only go to it once a month if they really have something to say.. just makes it not interesting enough to us??

I am not quite sure why that is the case. That is really how it is. And I think part of it is also, that we ended up with a site that is not really friendly to random thoughts. And it is almost like, and this for instance is a problem we haven’t really fixed, and looked at it in the eye and figured out really what to do with it. We usually are, the things that we need to find really quickly are the workshops, and the event announcements, and what we ended up with in terms of site design, is that we ended up with sort of a main slot, and the most recent posts ends up being there. And then there is a sidebar of most recent workshop posts, and so usually the main post that stays up there is something related with a workshop we particular want to promote or event we want to drum up and keep alive. And so using the blog really as a random collection of chronological ideas would really destroy that because it would remove that significant sticky post we want up front. I don’t think anyone has really thought about it, but I think it I part of the problem as to why we don’t do this more often.

And it’s almost like; we have sort of backed ourselves in a corner in respect to that. So those things are sort of going to together, the slight lack of interest and real group identity and this rather silly setup we seem to have.

That organization is sort of specific to Wordpress, so do think then that is Wordpress’ “fault” as it is time based?

Yeah. Honestly, you know why we picked Wordpress for this? We basically said, we picked Wordpress because it had the easiest post editor. Like the WSIWIG text editor and that was really easy for people to use. And um it was basically the interface that sold it. And when I was faced with the decision, with what do I recommend Drupal or Wordpress, or whatever and at the point Drupal, probably still, was not very easy to use. And I did not want to take a critical piece of our public facing technology and make it hard to update. So yeah, I think part of that is definitely Wordpress because I do think it is really designed for the sorts of things…it basically supports one kind of content. And it does not really give you the freedom to separate or not easily at any rate, you can’t really design a separate area of the site, a separate visual structure that is just for you know big updates, and then a separate visual area that is more for less significant ones. Unless you sit down and do some Php coding and stitch modules together, and that stuff. And even then it is not a very elegant solution. On the other hand there really is nothing easier to update. That does make it really easier to insert media and pictures. So it is sort of compromise.

Do you offer instruction on how to use Wordpress for people in the organization, or do they learn on their own, or how do they learn how to use it?

I think mostly a mixture of self taught plus “Wedesigner #1 omg how do I do this”, so think that it is easy enough that people start doing their basic things when they first get it,  and so they immediately start updating posts and doing stuff, so it is at the point that when they start to do something more complex  um you know reorganizing the pages or managing the content, in someway, that I typically get called in to do that. Like I said we don’t really do anything that complicated and our content does not really change. It is a very simple, linear sort of updating process. So I think people get up to the stage where they can comfortably post and attach pictures and all that, but it’s at things like: can I have a gallery on this page, and sometimes I even have to sit down and figure out how to that. It is a learning process for all those involved.

Now I would like to move on toward your role as design researcher.

You said that the beginning that you had a masters in Interaction design, yes?

Actually, HCI – Human Computer Interaction.

Does Company Y often do the research for building of websites or what sort of projects do you normally take on?

Our work is really very like upfront, generative research, we are looking at opportunities for new product development and we are really with very fuzzy spaces. So we have clients who come to us and say “what is the future of tv” , alright lets go out and talk to people, it can get very tactical, for instance we have done work for company that makes garden chairs, and we have helped them make a better garden chair. So we don’t do what is considered in the industry User-Experience for websites. We rarely work directly on the software level.

How does ethnography fit into your work then?

Um, sometimes it doesn’t. Actually about half the time it doesn’t. For instance in my personal work. I spent, when I was in grad school, one year with a research group studying cognitive science. They were looking at interdisciplinary cognition in, sorry cognition in interdisciplinary environments, so I was spending 6 months in one lab and about 8 months in another, sort of hanging out, and doing regular interviews, and what would technically be called ethnographic field work. So obviously now, I don’t have that sort of luxury anymore in my work, but it is sort of like we had to do a lot of things in very short period of time, and with much less rigor than is afforded in classic approaches to ethnography, so what we really had to do was really keep the spirit of ethnography and maybe not the exact letter. So I would use, my interviewing technique is ethnographic, so I tend to be a little looser, be less structured, to follow my hunches, and what people are saying more often. The way I reuse their terminology and frame things different, so the interviewing style is the most obvious way in which ethnography becomes part of my work. But in a less obvious way, it is guiding the overall research design doing things like saying, you know if we are going to construct a participatory activity, how can we maximize the amount of information present in, actually coming from the participants, versus something given to stimulate. So for instance, if it is a card sorting kind of thing, how can, to what extent can we ensure that the names and ideas are actually coming from the participant? And at an even higher level it influences the way I frame the research question and how I try to get the clients to think about the problem.

Is your ethnography backed by anthropological theory after the method is carried out, or how is your data interpreted and processed?

You know to tell the truth, there really isn’t much theory that we end up using. Which is something I am trying to remedy. There really is unfortunately for us, x company used to have anthropological researchers , but we don’t anymore. But because my training is not in Anthropology, I can’t off the top of my head really say hey “yes there is this framework or theory that we can use”. Often it is something that comes along on the way and I will try to do some secondary research and try to find something, but it’s not very structured in that sense. That being said if you do grad school in HCI you do pick a few basic theories along the way and they tend to get applied all the time in my work. Probably the most obvious and biggest thing that gets used is theories around identity and what that means and how is it expressed in different ways and how it is expressed with technology or not with technology. And what should our clients be doing about it. Should they be concerned about it or not. If they are not concerned with it, should they be etc…A lot of theory around that tends to be as far as I can do. Because my coworkers are from a much more traditional design background and their theory orientation is much less than mine is. They are much less interested in doing that. So toward the end, it ends up being trying use what anthropology theory I know, and framing the question and interpreting the results, but for the most part its freeform because I can’t get other people to think with theories, I can only do it myself.

For the designers who don’t know any anthropological or ethnographic theory or methods, where or what data do they use to make their design decisions. Or what is their role in the research? (since company does not do design, just research)

We are all researchers, we all just come from a different perspectives and variety of backgrounds. And so for people who have more of  design background, I think they are going by more their instinct and making interpretations and framing their interpretations. Obviously we don’t make stuff up. So it’s almost like saying, okay we got all this data, we have gone through it, sorted it and organized it, and worked it out, but beyond that the instinct and the experience of having done things like this in the past, we look at what level this sort of information is going to be useful at. How abstract do we need to make it? How do we structure or provide a framework that would make sense to people? How do we, what parts of this do we really need, enrichment for the kinds of data, or forms of expressions, and that is really where their decisions are made and where their experience comes in. So somebody who has a communication and graphic design background is going to be thinking about a more visual background and connected frameworks and someone who has had more of an industrial design background wants to see how they can represent their information as inspirational design ideas or statements of framing opportunities. So I think we all have slightly different ways of dealing like that.  But most of it is , I am a designer, I am a x this is what I wanna do this is what I have been doing for the past x number of years and therefore this is the way to tell the story, or this is the story exists.

Actually once you are a consultant and you keep doing projects over and over again, they are just for different clients, so you are after awhile you are like “I know what we are going to find in this particular project” because we have done it before. So there is some of that too.

What do you think then about the idea that the design world should be answerable to the academic world if they are using let’s say again, ethnographic methods?

What do you mean answerable?

Maybe peer reviews in a way, following manuals written by anthropologists rather than designers, maybe against the idea that designers should be able to formulate their own methods and pull from wherever necessary.

You know to tell you the truth, I think all that sort of putting up the rigor flag is, it seems like boundary protection to me. Because, if nothing, I am a hybrid creature, I have an undergraduate degree in computer science. I worked at a furniture company doing research for them. So my metric was doing eventual, the end result of the research. And what the impact was and how it was done. Most of the time, honestly my experience has been, that the real problem with methods and the discussion on what methods should be used and which one are right, is not so much that there are methods that are misapplied  is that the questions that are inspiring the research or project are badly framed. And what that is that is actually an organization problem, it is not a research methods problem, it is the problem of the organization that comes up and says this is what I want to understand and the thing they want to understand and the way they have framed the question around what they want to understand is not well done. Or conversely they have a good research question, a good perspective on it, but they don’t really have a good way to socialize that knowledge once the research is done and insight done and the knowledge is found. Or the team that does the research does not really know how to do it.  Or doesn’t really know how to, produces outputs that are more socialized, more usable. I am not going to say actionable, because they always are, but it’s a question of whether people bother acting on them. So it’s this question of, who should be allowed to do it, or what the right thing is, or accountability or who should be allowed to claim it is also counterproductive honestly. I would much rather see better awareness of which methods are to be use and why and probably more understanding on what some of these things are, so it is more not that I feel that designers need to explain themselves to academia, it more that designers need to learn a little bit more about where academia has come from and why it is saying the sorts of things that it is saying so that they have, a more clear approach to doing research. I don’t have a problem with people claiming something in ethnography that is not ethnography, I think that is beside the point; I think the point is that they manage to understand the ethnographic or whatever process. We are talking ethnography here, but we may as well be talking about the ??? Have they understood why they are doing something and what is the relationship between the method and the kind of knowledge it is going to reveal and knowing about the boundaries of that knowledge? And really saying, this is what I am comfortable saying. But beyond that, I am not comfortable saying, but saying it is possible to say this based on the data and it’s not possible to say this other thing. And I think that is maybe where we should be have a dialogue around.

Could you describe co-creation in your own words, and what it is in terms of your organization?

For us it is more of a guiding principle, that says we don’t want don’t pretend to be and are not going to be the experts on all things related to the research, so what we try to do is partner as much as possible with our clients, and get them involved with the whole research design process and each step along the way, and that involves the interpretation process as tightly as we can make it happen given distances and all that. And obviously also with a, in terms of the participants in our research we try to think about how much can we put the task of coming up with what is the meaning of whatever thing we are studying as much as possible in their hands and giving them as much ability as and as many different ways to express and articulate. Unfortunately, what it isn’t yet is in our work is it does not mean we are able to be the organization , say the corporation that needs the design done to the people that are going to be affected by the design are, or who are going to be affected by the products basically act as the people who facilitate that interaction over a long period of time into the beginning of the project during research. That rarely happens. I guess co-creation in a sense is very short spurts of co-creation. Focused around specific kinds of design and knowledge making activity.  As opposed to a co-creation around the whole process. That starts from inception all the way through to making something and fixing it and selling that and all that stuff.

What are its main differences between participatory research or design?

I think that last bit is probably what I am going to say. I mean you know there seems to be two distinct senses between participatory design. We do it, then we talk about it, I think that we end up using tactically, we end up using participatory design methods. Um which is in terms of expression,  articulation, and structuring …blanked out…in the sense of actually setting up a design process and being part of the process from start to finish and shepherding the stakeholders from start to finish. Because like I said, we don’t do design. We don’t end up with that aspect, even though it is closely related to what we want to do.

Could you describe Flash immersion?

I don’t know what counts as flash immersions, because our clients always accompany us into the field. Because of the sorts of work we do, it’s usually big picture, general research we actually have clients who come back to us over and over again. And they are sort of generally familiar with an area. They are generally comfortable going into people’s homes. The kinds of knowledge change that will happen to them when they go in the field. I don’t think those guys really count as beneficiaries of immersion for us. But we do have occasional clients who we realize; okay these guys really need to be in the field. And we will try to take as many of them as possible. And to expose as many of them as, to do as wide a range of experiences as we can. So typically when we have decided that someone needs immersion, we will go beyond bringing them into people’s homes but take them around the city go to a market place and see things related to what they are studying, and try to do that.

But because our clients don’t always need that, we don’t end up doing that very often.

End conversation summary…design research to be done in nonprofit as have more to benefit from them due to building of relationships.

*I felt a lot of questions I asked in this interview could have been more creative, and I should have emailed the organization itself for answers instead of making my interviewee recite them to me. At the same time, it was more interesting to hear a description in a nonbusiness setting.

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The Last Thursday CMS Meetup

Monday, May 31st, 2010

Date of Event: May 27, 2010

What: CMS Meetup Group

Who: The Last Thursday CMS Meetup

Where: Hoxton Hotel

What happened:

This evening was Meetup.com’s Last Thursday Group which concentrates on Content Management Systems. So of course I went along to see what people thought about Wordpress and a bit about using it with nonprofits. Got a lot of good feedback, however I think my slightly too large yellow notebook was a bit daunting. Need to switch to my smaller Rhodia pad. Anyway, just a note to myself.

Listing major pieces of information rather than writing in narrative fashion due to the amount of information received.

Blog vs. CMS: A few people noted Wordpress’ blogging emphasis, but also did understand its capabilities for a full CMS and with the right alterations is able to handle a variety of tasks. This has not been the case in other circumstances, where it was only known as a blogging platform.

Relationship between software and user: It had not occurred to me that not having to buy Wordpress as a product also changes the relationship between the technology and the organization as user or consumer. The exchange value is shifted and the organization using the open source software (usually) understands the “agreement” they are entering into. No longer are they able to be dependent on a third party for any software related problems, but they also have to take initiative to find their own solutions or find someone who can.  Not sure if this just causes organizations to be dependent on the web designer as the solution, or if organizations would take the opportunity to value Wordpress as something that needs to be used in their everyday processes. It is also true that many organizations needing websites do not necessarily play a large role in choosing their software, but rather go with whatever the web designer uses or suggests. Still there is a separation in the fact that the organization does not have to deal with the ties attached to proprietary software.

Wordpress popularity: I asked whether or not the popularity of Wordpress is changing the nature of content management systems as a whole, and the answer I received was negative. While the ease of use of WP is quite commendable, more change is happening within the software itself as its user base continues to build. Other CMSs may be more complicated, but  they do have their uses and benefits.

Wordpress restrictions: On that note, I have also heard a few people mention now that Wordpress does not handle a high volume of visitors. Not something I will have to worry about, but something still to keep in mind. I was told it has a lot to do with the number of plug-ins and changing the caching system.

Wordpress functionality: A lot people appear to be mentioning comparisons between other blogging software and Wordpress and that WP has many more options and functionality. I wonder how much of this is that people in the design industry want more functionality because they know what can be done, or if users as a whole are starting to want more options in their online projects.

Wordpress and nonprofits: Again, when asked what aspects of Wordpress are suitable for nonprofits…mentioned was that fact that it is free, the backend is easy to use and its features and plug-ins are nice additions to have for nonprofits. Some other reasons were that templates and its base are compliant, which takes away time consuming basic work that needs to be done.  I also asked if nonprofits often choose WP because of open source ideals, but everyone seemed to agree it was really just because it is free.

Ownership: Another interesting point that was brought up is that organizations like, and possibly need, to take ownership of their web presence. Open source and free software allows one to do this. If you can do what you please with Wordpress, because of its licensing then it also becomes a very appealing option. Larger businesses however, that have the money to spend on web development, appear to believe that free products are not to be trusted. I suppose then as nonprofits do not have an option, it does not become an issue. A good example the participants gave was Google Analytics, which is said to be the best tool in the industry of its kind, yet no larger business will use it, because it is free and therefore not trusted.

Investment: I also asked if giving clients the ability to update their own content provides people with some incentive to continue to update the site. The two people I was speaking to simultaneously shook their heads and said it really depends on the client. In their experience technology, or content management systems, while they did allow for greater interaction between the client and website, were only successful in certain contexts because the client really needed to want to use the software. That there is still the view that technology is to be taken care of by professionals and is not the job of the client. I wonder then if this attitude is more prevalent in the business rather than nonprofit arena, where again nonprofits may have to take on such tasks themselves.

Hierarchy: Continuing on that point, it was stated that a lot of the companies who do not want to update their own website, have a lot of hierarchy within the business. Bureaucracy simply gets in the way as content needs to be approved or posted and ends up being easier for a single person to take care of the task. While this makes sense and job roles do need to be assigned in larger corporation, I suppose it also limits input from a variety of viewpoints. In terms of my research, I will also need to make some sort of distinction between organizations that do have an in-house person to do website updating, vs. the outsourcing of a web designer that provides them with a CMS.

UCD: Another important distinction brought up was the utilization of UCD in the process of building software such as Wordpress vs. the utilization of UCD during actual site construction using Wordpress. So while I am looking at the user experience of Wordpress with nonprofits, I am not looking directly into what changes need to be made to make it more usable for nonprofits. I was surprised to hear that UCD really does not come in very much during the development of software. Wordpress then is probably slightly more popular because it has gone through many iterations and usability testing has been an aspect of this process. The Wordpress CMS is like a website that people need to be able to use, so it is understandable that the backend interface would have been tested.

Twitter: I was convinced to get a Twitter account during this meeting as I was told it is quite easy to search for Wordpress solutions and tips when you are having issues. Follow me if you please @kristinakek. Ugh.

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LONDON WEB Meetup – Top 10 UX Gotchas, Conference learnings & Traffic kickstarts

Monday, May 24th, 2010

Date of event: May 20, 2010

What: LONDON WEB – Top 10 UX Gotchas, Conference learnings & Traffic kickstarts

Who: The London Web Meetup

Where: Hoxton Apprentice – Restaurant & Bar

What happened:

Tonight I arrived at the Meetup in lovely Hoxton. The topic was UX (User Experience) and it happened to be an excellent compliment to an earlier interview in the day with a user-centered designer (but I will talk more about that below). As with previous Meetups everyone was incredibly welcoming and I had a great time conversing with the good number of people that attended.

The night began with a speaker who works as a UX designer at Google, George Zafirovski (http://giizii.com/ – a good collection of links on his site) who spoke about the top 10 UX Gotchas he had compiled through emails with colleagues and his own experiences. He began however with a definition of the numerous job titles and roles that people play in the UX field. Titles that many people in the room stated they were confused by, one person being brave enough to ask, but again George Zafirovski had also already predicted the need for explanation and had a PowerPoint ready to do so.

Link to slide-show: http://www.scribd.com/doc/31987290/Top-10-UX-Gotchas

Here are the job roles he listed:

- User Experience Designer: UXD – Designs the visual concepts and ideas using software to create.

- User Experience Researcher: UER – Does cognitive walk-throughs, reassessment of existing products or on prototypes.

- Interaction Designers: ID – Creates protypes in HTML and Javascript etc…

- Mobile Designers: MD – Designs for mobiles.

- Web Developers: WD – Production of code for prototypes.

- Front End Engineer: SWE? – Production of code, using Javascript, Python etc… to develop frameworks.

All of whom are responsible for user-experience and advised to remember “Focus on the user and all else will follow”. He stated that Google itself uses Agile development for its products, a fast paced and iterative process that keeps projects open and flexible. And that many of their ideas come from their own innovation, proceeding later on to user testing and such. A mix, rather than a linear progression of project management, UX and engineering as shown by his PowerPoint Venn diagram.

Onto the “Top 10 UX Gotchas”.

They are (with a few of his side comments):

1. I skipped the wireframes and produced hi-fi mock-ups instead. – Iterations are needed along with feedback or the user suffers.

2. We don’t have time to test it.

3. Just make it a setting. – Too many options cause disorganization and user confusion.

4. We only want to test it with savvy users. – Who and what is a tech savvy user?

5. We’ll let the translator worry about that. – Localization is necessary.

6. We’ll launch this and then figure out how real people use it. – People just get frustrated.

7. We’ll fix it in version two.

8. The target user is a late 20’s tech professional. – Who is this person? Is this person the same no matter where they are located? Probably not.

9. If you build it, they will come. – Who are you developing for?

10. Who is this for? – The world is huge. Ask users what they want and iterate, keeping them involved throughout the entire process.

All of these points received a knowing laugh the majority of people in the room. Most people cited time and money as the reason for committing these errors, but I also wonder how much stems from workflow standards that need to be unlearned.

In the Q&A session the speaker noted that there can be too great of variety in a user for one really to create a single persona or user group. In fact many users of Google products are in fact too vast, which is why they keep open online discussions for feedback and bug reporting. A smaller version of which I hope to integrate into my nonprofit project.

Another person asked: What about commercial viability? Where does making money come into the process? A good question considering the message of UX seems to be only about the users’ needs, and not about how to balance them with making money. The question was not answered solidly, as it appeared to be somewhat irrelevant in Google’s context.  Small businesses definitely do not have the same marketing and structural benefits as such a large organization and thus are not able to take the same risks and time in development.

Finally I asked “Does User-centered design fit in as all encompassing of what you have just spoken about, or a separate but related field?” The speaker was confused by the question, and I was confused by his answer, so I spoke to him after the talk. From further discussion, it appears that the term user-centered design can be used to describe anything that is user-centered, rather than a field in itself. User-experience design however, as stated above, contains a number of players that make-up an entire process.

What I thought about it:

The most interesting aspect for me in this event was the continuation of confusion over the  the individual roles within UX. The interview I had earlier in the day stated that job titles and skill-sets were also being confused and lumped together by clients. This leaving the project managers etc. to figure out what exactly their clients were looking for and who they needed to hire externally to get the job done. Which continues to support the feedback I am receiving about workflows: that in the design industry most people really just build up a personal process or workflow that works for them and achieves the desired goal, with really no strict procedure to follow.

Additionally, to hear the speaker at this Meetup not acknowledge the existence of UCD as a separate field or use the term at all was quite different from my research thus far.  Again, they seem to point in the same direction, as the interviewee used them interchangeably and both the interviewee and speaker used documentation, such as personas and journeys to better understand the user.  I have to say I am still slightly in the dark about where things separate and overlap ( i.e. I thought user-centered design was a workflow, just as agile development is a workflow, but apparently they are often combined).

It appears that user-centered design is sort of a catch all for people and can be said to be in effect at any point in the design process, with a history in such things as ergonomics and non-internet related technology. User-experience on the other hand seems be directed more often at online work or web design. As both contain the same job roles, it may simply be that UX is taking over as the buzzword for the web world. Researching now….

Any comments on what you believe to be the main differences certainly welcome.

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Anthrodesign Meeting

Sunday, May 23rd, 2010

Date of event: May 5, 2010

What: Anthrodesign Meetup

Who: Anthrodesigners

Where: Freud, Covent Garden (Great food btw)

Finally meeting up with two members from the Anthrodesign email list, organized as an online Yahoo group (http://tech.groups.yahoo.com/group/anthrodesign/), I was able to meet two outstanding women and to hear about their work using ethnography in design. While I do not believe I was able to relate fully due to my inexperience, the meeting was extremely informative. I was surprised to hear that their clients are both asking to be more involved in a collaborative process, as well as just having the researchers do the work and report back their findings. The “findings” being “who their customer is” and how to adjust their business goals accordingly. The clients who did not desire collaboration questioned its purpose, asking what they were paying for if they still had to take part in the work. This was interesting because it demonstrated what clients are socialized into believing their service should entail, which does not necessarily fit with the ideals of ethnographic research. Not having worked as a design researcher or ethnographer in a design/tech context, it appears then that contemporary research projects must  require a more in-depth discussion on client responsibilities and  how client and researcher are to work together.

The Anthrodesigners also spoke about their workflow only involving the research aspect of the design process. This made me realize that what I am doing is not necessarily common, as a single person is not meant to handle all aspects of a project, nor is it possible to have a high enough level of expertise in all realms. It will be something to consider in my research as I try to balance my workload and understand my limits. As seen in my interviews (to be posted shortly) with web designers, mainly freelancers or those given free reign within their organizations, workflow is a very personal process. Thus my integration of ethnography must shift with mine and the client’s needs with thorough documentation to back up any major decisions as to not compromise the integrity of my work.

Finally, in speaking about their work history, I was glad to hear of their preference for corporations who are interested in making more collaborative efforts influenced by ethnography. Something to look forward to….

A few terms and resources brought up I need to check out: Flow http://www.amazon.com/Flow-Psychology-Optimal-Experience-P-S/dp/0061339202/ref=sr_1_1?ie=UTF8&s=books&qid=1274634322&sr=1-1, Herb Simon; who speaks about the processes and actors involved in certain spaces or objects. Something I found similar, but certainly different, to Latour and blackboxing. Also, “Intrinsic motivation”.

*Questions: Is collaboration with the client actually an integral part of the ethnographic process if you are meant to be researching the customer?

Where do the needs of the client come in and maintaining a balance between what their customers want and what can actually be delivered?

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