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User
Research
User Experience
Try it yourself




   Thinking like an
   Anthropologist
So how do we get to know our users?
• How do we ground design in human action?
  • By researching and identifying frustrations/
    needs/wants/aspirations/hopes/wishes/fears...
• By asking and observing people we can develop
  opportunities for:
  • Technological improvement
  • Advancing human welfare
  • Inducing consumerism
  • Developing sustainable ways of life
What questions can we answer?
• What wants concerning X do people have?
• Where in work and life do people encounter
  friction?
• What needs do people of system X have?
• How do people use system X? Are any of these
  uses expected?
• What workarounds do people employ when using
  system X?
• Bottom line: Get close to people and exploit your
  understanding of them
Three general points
• Users of systems are often the first to generate
  new innovations therefore we need to be studying
  users
• However, most often users can’t tell you what
  they need
   • But in a dialog with a designer/user researcher
     needs can be surfaced
 • Envisioning possibilities and grounding ideas in
   empirical work go hand in hand
How can we gather information from
people?

         Say                 Explicit
                             What people are able to express in words, but
        Think                only what they want us to hear.


         Do            Observable
                       Watching what people do and seeing what they
         Use           use provides us with observable information

        Know    Tacit and Latent
         Feel   Knowledge that can’t readily be expresses in
                words, that can reveal latent needs.
        Dream
Try it yourself




   IDEO Method Cards
   Tools for keeping people at the center of the
   design process.
Four ways to know users



      Ask                Look                Learn                   Try
                       Observe people to
  Enlist people’s                           Analyze the          Create simulations
                       discover what they
  participation to                          information you’ve   to help empathize
                       do rather than
  elicit information                        collected to         with people and to
                       what they say they
  relevant to your                          identify patterns    evaluate proposed
                       do.
  project.                                  and insights.        designs.
Ask them how to help
• Word-concept association    • Collage
• Un-focus group              • Cultural probes
• Camera journal              • Draw the experience
• Cognitive maps              • Foreign Correspondents
• Survey and questionnaires   • Narration
• Card sort                   • Extreme user interviews
• Conceptual landscape        • Five whys


                                                      Ask
                                                  Enlist people’s
                                                  participation to
                                                  elicit information
                                                  relevant to your
                                                  project.
Ask them how to help
Ask them how to help
Four ways to know users



      Ask                Look                Learn                   Try
                       Observe people to
  Enlist people’s                           Analyze the          Create simulations
                       discover what they
  participation to                          information you’ve   to help empathize
                       do rather than
  elicit information                        collected to         with people and to
                       what they say they
  relevant to your                          identify patterns    evaluate proposed
                       do.
  project.                                  and insights.        designs.
Look at what they do
• Personal inventory      • behavioral mapping
• rapid ethnography       • shadowing
• fly on the wall          • a day in the life
• guided tours            • social network mapping
• still-photo survey      • time-lapse video
• behavioral archeology



                                                  Look
                                                Observe people to
                                                discover what they
                                                do rather than
                                                what they say they
                                                do.
Look at what they do
Look at what they do
Four ways to know users



      Ask                Look                Learn                   Try
                       Observe people to
  Enlist people’s                           Analyze the          Create simulations
                       discover what they
  participation to                          information you’ve   to help empathize
                       do rather than
  elicit information                        collected to         with people and to
                       what they say they
  relevant to your                          identify patterns    evaluate proposed
                       do.
  project.                                  and insights.        designs.
Learn from the data you gather
• Flow analysis                • Competitive product survey
• Error analysis               • Activity analysis
• Long range forecast          • Anthropometric analysis
• Historical analysis          • Secondary Research
• Cognitive task analysis      • Affinity Diagrams
• Character profiles
• Cross cultural comparisons


                                                      Learn
                                                     Analyze the
                                                     information you’ve
                                                     collected to
                                                     identify patterns
                                                     and insights.
Learn from the data you gather
Learn from the data you gather
Four ways to know users



      Ask                Look                Learn                   Try
                       Observe people to
  Enlist people’s                           Analyze the          Create simulations
                       discover what they
  participation to                          information you’ve   to help empathize
                       do rather than
  elicit information                        collected to         with people and to
                       what they say they
  relevant to your                          identify patterns    evaluate proposed
                       do.
  project.                                  and insights.        designs.
Try it yourself
• Paper prototyping           • Role playing
• Predict next years headlines • Scenarios
• Experience prototyping      • Scale Modeling
• Informance                  • Be your customer
• Scenario testing            • Empathy tools
• Try it yourself             • Bodystorming
• Quick and dirty prototyping • Behavior sampling


                                                        Try
                                                    Create simulations
                                                    to help empathize
                                                    with people and to
                                                    evaluate proposed
                                                    designs.
Try it yourself
Try it yourself
Triangulation
Why is triangulation so important?
  • All methods have their strengths and
    weaknesses
  • Users and problems are all unique
   • Some users respond better to certain
     approaches
   • Some problems have different needs
Make a plan
1. Have goals and a plan
  To make progress, what information is needed
  and from whom?
2. Triangulate methods
  Example: field work + interview + survey
3. Informed consent (fair treatment of subjects)
  Concerns: coercion, lack of authorization, etc.
4. Pilot studies
  Debug methods before use
Data recoding approaches

1. Notes
2. Notes + still camera
3. Notes + audio
4. Notes + audio + still camera
5. Video


  When is it appropriate to use each?
Thank
You!

 510.813.1398
 brad.gerstein@gmail.com

 @iambradgerstein
 be.net/iambradgerstein
 linkedin.com/in/gersteinb

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User Research

  • 2. Try it yourself Thinking like an Anthropologist
  • 3. So how do we get to know our users? • How do we ground design in human action? • By researching and identifying frustrations/ needs/wants/aspirations/hopes/wishes/fears... • By asking and observing people we can develop opportunities for: • Technological improvement • Advancing human welfare • Inducing consumerism • Developing sustainable ways of life
  • 4. What questions can we answer? • What wants concerning X do people have? • Where in work and life do people encounter friction? • What needs do people of system X have? • How do people use system X? Are any of these uses expected? • What workarounds do people employ when using system X? • Bottom line: Get close to people and exploit your understanding of them
  • 5. Three general points • Users of systems are often the first to generate new innovations therefore we need to be studying users • However, most often users can’t tell you what they need • But in a dialog with a designer/user researcher needs can be surfaced • Envisioning possibilities and grounding ideas in empirical work go hand in hand
  • 6. How can we gather information from people? Say Explicit What people are able to express in words, but Think only what they want us to hear. Do Observable Watching what people do and seeing what they Use use provides us with observable information Know Tacit and Latent Feel Knowledge that can’t readily be expresses in words, that can reveal latent needs. Dream
  • 7. Try it yourself IDEO Method Cards Tools for keeping people at the center of the design process.
  • 8. Four ways to know users Ask Look Learn Try Observe people to Enlist people’s Analyze the Create simulations discover what they participation to information you’ve to help empathize do rather than elicit information collected to with people and to what they say they relevant to your identify patterns evaluate proposed do. project. and insights. designs.
  • 9. Ask them how to help • Word-concept association • Collage • Un-focus group • Cultural probes • Camera journal • Draw the experience • Cognitive maps • Foreign Correspondents • Survey and questionnaires • Narration • Card sort • Extreme user interviews • Conceptual landscape • Five whys Ask Enlist people’s participation to elicit information relevant to your project.
  • 10. Ask them how to help
  • 11. Ask them how to help
  • 12. Four ways to know users Ask Look Learn Try Observe people to Enlist people’s Analyze the Create simulations discover what they participation to information you’ve to help empathize do rather than elicit information collected to with people and to what they say they relevant to your identify patterns evaluate proposed do. project. and insights. designs.
  • 13. Look at what they do • Personal inventory • behavioral mapping • rapid ethnography • shadowing • fly on the wall • a day in the life • guided tours • social network mapping • still-photo survey • time-lapse video • behavioral archeology Look Observe people to discover what they do rather than what they say they do.
  • 14. Look at what they do
  • 15. Look at what they do
  • 16. Four ways to know users Ask Look Learn Try Observe people to Enlist people’s Analyze the Create simulations discover what they participation to information you’ve to help empathize do rather than elicit information collected to with people and to what they say they relevant to your identify patterns evaluate proposed do. project. and insights. designs.
  • 17. Learn from the data you gather • Flow analysis • Competitive product survey • Error analysis • Activity analysis • Long range forecast • Anthropometric analysis • Historical analysis • Secondary Research • Cognitive task analysis • Affinity Diagrams • Character profiles • Cross cultural comparisons Learn Analyze the information you’ve collected to identify patterns and insights.
  • 18. Learn from the data you gather
  • 19. Learn from the data you gather
  • 20. Four ways to know users Ask Look Learn Try Observe people to Enlist people’s Analyze the Create simulations discover what they participation to information you’ve to help empathize do rather than elicit information collected to with people and to what they say they relevant to your identify patterns evaluate proposed do. project. and insights. designs.
  • 21. Try it yourself • Paper prototyping • Role playing • Predict next years headlines • Scenarios • Experience prototyping • Scale Modeling • Informance • Be your customer • Scenario testing • Empathy tools • Try it yourself • Bodystorming • Quick and dirty prototyping • Behavior sampling Try Create simulations to help empathize with people and to evaluate proposed designs.
  • 24. Triangulation Why is triangulation so important? • All methods have their strengths and weaknesses • Users and problems are all unique • Some users respond better to certain approaches • Some problems have different needs
  • 25. Make a plan 1. Have goals and a plan To make progress, what information is needed and from whom? 2. Triangulate methods Example: field work + interview + survey 3. Informed consent (fair treatment of subjects) Concerns: coercion, lack of authorization, etc. 4. Pilot studies Debug methods before use
  • 26. Data recoding approaches 1. Notes 2. Notes + still camera 3. Notes + audio 4. Notes + audio + still camera 5. Video When is it appropriate to use each?
  • 27.
  • 28.
  • 29. Thank You! 510.813.1398 brad.gerstein@gmail.com @iambradgerstein be.net/iambradgerstein linkedin.com/in/gersteinb

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