Topics:

Research

Personas

Scenarios



RESEARCH
RESEARCHMETHODS
• In-home interviews
• Behavioral observations
• Written and photographic documentation


RESEARCHOBJECTIVES
• What we saw
• What we learned
• What it means
• What we can do
PERSONAS
            Boomers      Gen-Xers Gen-Yers
                         Jessica                 Amy



 Energy
Attentive
            John


                   Sue                    Jake

Energy
Passive
                                   Cody
PERSONAS
BOOMERS: JOHN&SUE
    JOHN: ENERGY ATTENTIVE
    “I try my best to be efficient with energy,
    but there’s often a battle between saving
    and keeping Sue comfortable.”




    SUE: ENERGY PASSIVE
    “Now that I’m home more, I usually just set
    the thermostat to what I need in order to
    stay comfortable.”
PERSONAS
BOOMERS: JOHN&SUE
    JOHN: ENERGY ATTENTIVE
    • John pays the bills
    • Average payment plan
    • Hang dries laundry to save
    • Maintains HVAC air filter
    • Fireplace user in winter
    • Wants long term results
PERSONAS
BOOMERS: JOHN&SUE
    SUE: ENERGY PASSIVE
    • Doesn’t pay attention to the bills or cost of energy
    • Often leaves lights on
    • Sets thermostat for comfort; feels she deserves it at her age
    • Thinks CFL’s look strange and are too expensive
PERSONAS
BOOMERS: JOHN&SUE
“We’re not planning on relocating,
 so it’s worth it to invest in our home.”
 • Empty nesters; spends weekends at lake
 • Well insulated house with newer windows
 • Have landscaping lights on a timer
 • Thermostat:72 in summer and 68 in winter
 • Used gov’t rebates for Energy Star appliances
PERSONAS
GEN-X: JESSICA&CODY
          JESSICA: ENERGY ATTENTIVE
          “I can hear our on-demand hot water
          heater click on. It reminds me that we have
          some control over our efficiency practices.”




          CODY: ENERGY PASSIVE
          “Jessica gives me a hard time about the
          utility bills. I’m working on it, but our
          technology is pretty important to us. We
          don’t do well with turning off or unpluging
          desktop computers.”
PERSONAS
GEN-X: JESSICA&CODY
     JESSICA: ENERGY ATTENTIVE
     • Attempts to teach their son, Ben, by constantly reinforcing
     household rules to turn things off when finished
     • Pays close attention to the utility bills
     • Often attributes increases to the cost to actual cost of delivery,
     rather than their usage
PERSONAS
GEN-X: JESSICA&CODY
     CODY: ENERGY PASSIVE
     • Active and likes to spend time outdoors
     • Usually the one to take their dog for walks
     • Tries to shut down lights and fans but sometimes forgets
     • Doesn’t pay much attention to the thermostat — wants comfort
PERSONAS
GEN-X: AMY&JAKE
“We schedule our thermostat to be most comfortable
 between 5-9pm, the rest of the time it is about efficiency.”
 • Have a 3 year old son; 1 dog
 • Live in a 3 bed/2 bath suburban home
 • Florescent bulbs everywhere
 • Keep a big basket of blankets in the living room in the winter.
 • Back door has a draft, they roll a towel up in front of back door
 to keep the heat inside.
 • They adjust thermostat for dog in summer
PERSONAS
GEN-Y: AMY&JAKE
     AMY: ENERGY ATTENTIVE
     “Those boys will only recycle if I basically
     do it for them and make it easy to drop
     things in. I swear they wouldn’t even get the
     bills paid if I wasn’t here.”



     JAKE: ENERGY PASSIVE
     “I really want to save energy, benefit the
     environment, and my bank account, but
     sometimes it just doesn’t fit my schedule.”
PERSONAS
GEN-Y: AMY&JAKE
     AMY: ENERGY ATTENTIVE
     • Responsible for keeping track of all bills
     • Collects money from all the roommates
     • She sets up and empties recycling containers for the home
     • Pays the most attention to the electricity used in their home
PERSONAS
GEN-Y: AMY&JAKE
     JAKE: ENERGY PASSIVE
     • TV and gaming systems always on
     • Keeps an old small refrigerator in his bedroom for sodas/beer
     • Habitually opens window in his room when the heat is on
     • His room seems to be warmer than the rest of the house
PERSONAS
GEN-Y: AMY&JAKE
“It’s difficult to control the electricity usage
 when roommates are always leaving things on.”
 • Lights often left on unintentionally
 • Either A/C or heat is always on
 • Multiple gaming systems stacked up by the television
 • Not everyone understands how to use prorammable thermostat
 • Live close to campus and frequently have guests coming and going
 • Cost of utilities and all household bills are split 3 ways
SCENARIOS
            Boomers      Gen-Xers Gen-Yers
                         Jessica                 Amy



 Energy
Attentive
            John


                   Sue                    Jake

Energy
Passive
                                   Cody
SCENARIOS
BOOMERS: JOHN&SUE

After having their Smart Meter and new
thermostat installed, John and Sue find
out they could be saving money by
programming their thermostat and paying
closer attention to their energy usage.

However, they are out of town a lot and
don't have much time to worry about
their thermostat.
SCENARIOS
BOOMERS: JOHN&SUE

John turns on the thermostat
for the first time and goes
through the set-up wizard,
and alert settings (including
the monthly bill limit).
SCENARIOS
BOOMERS: JOHN&SUE

John turns on the thermostat
for the first time and goes
through the set-up wizard,
and alert settings (including
the monthly bill limit).
SCENARIOS
BOOMERS: JOHN&SUE

After he's finished entering
the settings, John starts the
programming feature.
SCENARIOS
BOOMERS: JOHN&SUE

He finds out that he can
create specific settings for
home, away, and vacation
modes.

Sue is especially excited
about the vacation mode,
because every time they go
out of town, John sets the
thermostat for extreme
temperatures and she can't
keep her plants alive.
SCENARIOS
BOOMERS: JOHN&SUE

A week later, John notices
the status bar on the home
screen is yellow.
SCENARIOS
BOOMERS: JOHN&SUE

He presses a button on the
status bar and a pop-up
shows that his current
usage pattern will cause him
to exceed his monthly bill       TIP!
                                 Get back on track
limit; the pop-up says that he   by turning the
                                 thermostat down
can get back on track by         2 degrees.

turning the therm down 2
degrees, with a button to
press to approve therm
change.
SCENARIOS
BOOMERS: JOHN&SUE

He presses OK, and the
status bar goes back to
green.
SCENARIOS
GEN-X: JESSICA&CODY
Jessica and Cody schedule their
thermostat to be most comfortable
between 5-9pm, the rest of the time
it is about efficiency.

Their programmable thermostat helps
Keep the temperature ranges constant and
prevents them from forgetting to adjust
when needed.
SCENARIOS
GEN-Y: AMY&JAKE
Jake and Amy are college students living in
an old drafty house.

Amy comes home from her evening
waitressing job, sits down at the kitchen
table and counts her tips. After she
discovers that she barely has enough
money to buy groceries for herself for the
week, she tries to take her mind off of
things by opening the mail.

”The electric bill is $149! What are those
boys doing in this house? What can I do?"
SCENARIOS
GEN-Y: AMY&JAKE

She goes to the thermostat
and sees the status bar is
red.
SCENARIOS
GEN-Y: AMY&JAKE

She then presses the
Charts/Graphs icon to look
for clues about what is
causing the bill to be high.
SCENARIOS
GEN-Y: AMY&JAKE

She sees the week
comparison and notices
energy use is much higher   60
                            50
than last week.             40
                            30
                            20
                            10
                             0
SCENARIOS
GEN-Y: AMY&JAKE

She rolls over to the year
comparison and sees
energy use is also much           300
                                  250
higher than last year;            200
                                  150
she realizes she had energy       100

conscious roommates last           50
                                    0
year and attributes this to the
higher bill.
SCENARIOS
GEN-Y: AMY&JAKE

Then she goes to the
program mode and sees the
weekday mode has been
turned off and only weekend
is on, when the thermostat is
set much more comfortably
for lots of company.
SCENARIOS
GEN-Y: AMY&JAKE

She immediately turns
weekday mode back on.
SCENARIOS
GEN-Y: AMY&JAKE

When she finishes,
the home screen shows
a yellow status bar.

Interaction Design Energy Presentation

  • 1.
  • 2.
    RESEARCH RESEARCHMETHODS • In-home interviews •Behavioral observations • Written and photographic documentation RESEARCHOBJECTIVES • What we saw • What we learned • What it means • What we can do
  • 3.
    PERSONAS Boomers Gen-Xers Gen-Yers Jessica Amy Energy Attentive John Sue Jake Energy Passive Cody
  • 4.
    PERSONAS BOOMERS: JOHN&SUE JOHN: ENERGY ATTENTIVE “I try my best to be efficient with energy, but there’s often a battle between saving and keeping Sue comfortable.” SUE: ENERGY PASSIVE “Now that I’m home more, I usually just set the thermostat to what I need in order to stay comfortable.”
  • 5.
    PERSONAS BOOMERS: JOHN&SUE JOHN: ENERGY ATTENTIVE • John pays the bills • Average payment plan • Hang dries laundry to save • Maintains HVAC air filter • Fireplace user in winter • Wants long term results
  • 6.
    PERSONAS BOOMERS: JOHN&SUE SUE: ENERGY PASSIVE • Doesn’t pay attention to the bills or cost of energy • Often leaves lights on • Sets thermostat for comfort; feels she deserves it at her age • Thinks CFL’s look strange and are too expensive
  • 7.
    PERSONAS BOOMERS: JOHN&SUE “We’re notplanning on relocating, so it’s worth it to invest in our home.” • Empty nesters; spends weekends at lake • Well insulated house with newer windows • Have landscaping lights on a timer • Thermostat:72 in summer and 68 in winter • Used gov’t rebates for Energy Star appliances
  • 8.
    PERSONAS GEN-X: JESSICA&CODY JESSICA: ENERGY ATTENTIVE “I can hear our on-demand hot water heater click on. It reminds me that we have some control over our efficiency practices.” CODY: ENERGY PASSIVE “Jessica gives me a hard time about the utility bills. I’m working on it, but our technology is pretty important to us. We don’t do well with turning off or unpluging desktop computers.”
  • 9.
    PERSONAS GEN-X: JESSICA&CODY JESSICA: ENERGY ATTENTIVE • Attempts to teach their son, Ben, by constantly reinforcing household rules to turn things off when finished • Pays close attention to the utility bills • Often attributes increases to the cost to actual cost of delivery, rather than their usage
  • 10.
    PERSONAS GEN-X: JESSICA&CODY CODY: ENERGY PASSIVE • Active and likes to spend time outdoors • Usually the one to take their dog for walks • Tries to shut down lights and fans but sometimes forgets • Doesn’t pay much attention to the thermostat — wants comfort
  • 11.
    PERSONAS GEN-X: AMY&JAKE “We scheduleour thermostat to be most comfortable between 5-9pm, the rest of the time it is about efficiency.” • Have a 3 year old son; 1 dog • Live in a 3 bed/2 bath suburban home • Florescent bulbs everywhere • Keep a big basket of blankets in the living room in the winter. • Back door has a draft, they roll a towel up in front of back door to keep the heat inside. • They adjust thermostat for dog in summer
  • 12.
    PERSONAS GEN-Y: AMY&JAKE AMY: ENERGY ATTENTIVE “Those boys will only recycle if I basically do it for them and make it easy to drop things in. I swear they wouldn’t even get the bills paid if I wasn’t here.” JAKE: ENERGY PASSIVE “I really want to save energy, benefit the environment, and my bank account, but sometimes it just doesn’t fit my schedule.”
  • 13.
    PERSONAS GEN-Y: AMY&JAKE AMY: ENERGY ATTENTIVE • Responsible for keeping track of all bills • Collects money from all the roommates • She sets up and empties recycling containers for the home • Pays the most attention to the electricity used in their home
  • 14.
    PERSONAS GEN-Y: AMY&JAKE JAKE: ENERGY PASSIVE • TV and gaming systems always on • Keeps an old small refrigerator in his bedroom for sodas/beer • Habitually opens window in his room when the heat is on • His room seems to be warmer than the rest of the house
  • 15.
    PERSONAS GEN-Y: AMY&JAKE “It’s difficultto control the electricity usage when roommates are always leaving things on.” • Lights often left on unintentionally • Either A/C or heat is always on • Multiple gaming systems stacked up by the television • Not everyone understands how to use prorammable thermostat • Live close to campus and frequently have guests coming and going • Cost of utilities and all household bills are split 3 ways
  • 16.
    SCENARIOS Boomers Gen-Xers Gen-Yers Jessica Amy Energy Attentive John Sue Jake Energy Passive Cody
  • 17.
    SCENARIOS BOOMERS: JOHN&SUE After havingtheir Smart Meter and new thermostat installed, John and Sue find out they could be saving money by programming their thermostat and paying closer attention to their energy usage. However, they are out of town a lot and don't have much time to worry about their thermostat.
  • 18.
    SCENARIOS BOOMERS: JOHN&SUE John turnson the thermostat for the first time and goes through the set-up wizard, and alert settings (including the monthly bill limit).
  • 19.
    SCENARIOS BOOMERS: JOHN&SUE John turnson the thermostat for the first time and goes through the set-up wizard, and alert settings (including the monthly bill limit).
  • 20.
    SCENARIOS BOOMERS: JOHN&SUE After he'sfinished entering the settings, John starts the programming feature.
  • 21.
    SCENARIOS BOOMERS: JOHN&SUE He findsout that he can create specific settings for home, away, and vacation modes. Sue is especially excited about the vacation mode, because every time they go out of town, John sets the thermostat for extreme temperatures and she can't keep her plants alive.
  • 22.
    SCENARIOS BOOMERS: JOHN&SUE A weeklater, John notices the status bar on the home screen is yellow.
  • 23.
    SCENARIOS BOOMERS: JOHN&SUE He pressesa button on the status bar and a pop-up shows that his current usage pattern will cause him to exceed his monthly bill TIP! Get back on track limit; the pop-up says that he by turning the thermostat down can get back on track by 2 degrees. turning the therm down 2 degrees, with a button to press to approve therm change.
  • 24.
    SCENARIOS BOOMERS: JOHN&SUE He pressesOK, and the status bar goes back to green.
  • 25.
    SCENARIOS GEN-X: JESSICA&CODY Jessica andCody schedule their thermostat to be most comfortable between 5-9pm, the rest of the time it is about efficiency. Their programmable thermostat helps Keep the temperature ranges constant and prevents them from forgetting to adjust when needed.
  • 26.
    SCENARIOS GEN-Y: AMY&JAKE Jake andAmy are college students living in an old drafty house. Amy comes home from her evening waitressing job, sits down at the kitchen table and counts her tips. After she discovers that she barely has enough money to buy groceries for herself for the week, she tries to take her mind off of things by opening the mail. ”The electric bill is $149! What are those boys doing in this house? What can I do?"
  • 27.
    SCENARIOS GEN-Y: AMY&JAKE She goesto the thermostat and sees the status bar is red.
  • 28.
    SCENARIOS GEN-Y: AMY&JAKE She thenpresses the Charts/Graphs icon to look for clues about what is causing the bill to be high.
  • 29.
    SCENARIOS GEN-Y: AMY&JAKE She seesthe week comparison and notices energy use is much higher 60 50 than last week. 40 30 20 10 0
  • 30.
    SCENARIOS GEN-Y: AMY&JAKE She rollsover to the year comparison and sees energy use is also much 300 250 higher than last year; 200 150 she realizes she had energy 100 conscious roommates last 50 0 year and attributes this to the higher bill.
  • 31.
    SCENARIOS GEN-Y: AMY&JAKE Then shegoes to the program mode and sees the weekday mode has been turned off and only weekend is on, when the thermostat is set much more comfortably for lots of company.
  • 32.
    SCENARIOS GEN-Y: AMY&JAKE She immediatelyturns weekday mode back on.
  • 33.
    SCENARIOS GEN-Y: AMY&JAKE When shefinishes, the home screen shows a yellow status bar.