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The new digital ethnographer’s toolkit:
   Capturing a participant’s lifestream




                 Dr Christopher Khalil
              Senior Experience Architect
9/4/2009          News Digital Media        1
The talk will explain what the
   'new ethnographer's toolkit'
    is, and how it can be used to
  reconstruct user behaviour and
thus enable better informed design
              decisions.
WARNING / RELIEF:
    No theory will follow

We’re talking about the toolkit
          remember

      So, we’ll look at a
Case Study & Try out the Tools
Lifestream
Digital fingerprints
• Twitter
• Facebook
• Email
• IM
• Blog posts
• RSS feeds
• Mobile:
   – SMS/iPhone/Voice
Cultural Probes
• A great user experience is gained from understanding a
  user’s
   – Needs
   – Behaviours
   – Motivations
• Ethnographic research gives insight based on
  observing users, often, over a long period of time
• Isn’t always possible due to lack of time or resource
• Good alternative is to use a Cultural Probe.
• Cultural Probes can sometimes take the form of paper
  diaries
Some issues with conventional
            probes
• Asynchronous (you do it once a day)
• Minutiae and richness of the everyday is
  often lost in the edited and processed
  view the participant takes in their diary
  entry.
• Self-referential (talk about my day
 through a frame I think is important)
Digital Probes
• Synchronous: Capture lifestream
  automatically
  – i.e. twitter, delicious, facebook, blog, rss
• Less self-referential: ‘Real time’ capture
  ensures a more realistic, natural record of the
  participant’s life than asking them to fill out a
  diary entry alone
• Natural: Recording mechanism is in the same
  medium & context the researcher is trying to find
  out more about (i.e. web)
Other advantages

• Closely connect the researcher to the
  participant
• Facilitates easier analysis, versioning and
  distribution
• Still allows conventional diary entry (i.e.
  capture offline events & reflection)
Using Tumblr as Probe Platform
Integrates several technologies into one lifestream
• Twitter
• Email
• iPhone
• Voice
• Images
• Videos
• Bookmarks
• Flickr
• RSS
EXCEPT: Facebook (to come)
We setup a FB account participants ‘friended’ us
  for a week
Case Study
Moshtix

• Moshtix is one of Australia's largest ticketing sites
• WHY: Deeper understanding of audience
   – Personas
• WHY: Broader view of user behaviours, activities,
  philosophies in a specific mental space (music, events)
   – Mental Model
   – Common Scenarios
• WHY: Identify new opportunities
   – Mental Model
   – GAP analysis
• WHY: Base the product strategy on real,
  observed user needs and activities
Process

•   Recruit users
•   Pre-Probe Interview (30 mins)
•   Run the Probe (1 week)
•   Post-Probe Interview (1.5 hours)
    – This is the key stage
Recruiting
Recruit Users

ETHNIO
• Recruit real users from your site
• Relatively inexpensive
• Easy to use and setup
• Screen based on existing models or business
  targets (e.g. Roy Morgan, Prior Research)
• Does take time to recruit users, but good results
• Let’s have a look
Ethnio Demo
A few Ethnio tips
Screener:
•    Keeper as short as possible, use follow up email to
     focus in
•    Speak audiences language
•    Be very clear on incentive, location
•    Don’t offer users options
Frequency:
•    Adjust the frequency as required depending on
    – Number of participants
    – Time to research
    – Page traffic
    – Business needs
•    Generally better to start high then turn down
Organisation
•    Factor in a good amount of time to organise
•    Create 2nd tier list and backups
So, you have some recruits now
              what?
1. Pick the ones who most closely match your
   criteria
2. Let others know you’ll use them down the line
   (focus groups and further research)
3. Ring users
  1. much faster and reliable than email
  2. ensure they have enough time to participate
4. Send privacy agreements for review
5. Follow up call to quickly explain process
6. You’re good to go…
The Probe
Pre-Probe Interview
Objective: Encourage participation by making probe as
    easy as possible
1. Need access to their machine or demo on your
    machine
2. Get everything setup for them
    –     Login all setup
    –     Take them through what they need and why.
    –     Set the expectation that we really need their help, incentive
          isn’t enough
•       Explain what you want from them
    –     Anything relating to music, events or just general interest
•       Let’s have a look & create our own probe
Tumblr Demo
Join in the UXA Tumblr

URL: www.tumblr.com |
  uxa2009.tumblr.com
Login:
  uxa2009@yahoo.com.au
Password: uxa2009
Lets have a look
& see what we’ve got
 (has the voice been
        added)
During Probe Period

•   Monitor probes and contributions
•   Try to interfere as little as possible
•   Be encouraging
•   Direct them in how you’d like them to use
    the probe (i.e. more commentary)
•   If it looks like they are not contributing,
    gently remind them of probe timescales
Post Probe Interview

•   Ask users to take you on their journey
•   Reflection rather than conjecture
•   Open questions, get at the why
•   Expound on context
•   Get them to ‘show and tell’ on activities
In Practice

• Record screen if possible
• Transcribe
  – Pay professional service
  – Playback audio/video
  – Have 2 people, one to take notes
What’s next
Analysis

•   No way around it, this is hard work
•   Probes generate a tonne of data
•   Need to live with data for a while
•   Use a methodology such as Grounded
    Theory
    – Codify, Cluster, Categories
    – Generate model
    – Generate personas
    – Some tools: MaxQDA, Excel
Probe
                      Mental Model




        Examples   Persona
Conclusion
•    Effective qualitative research can be carried out using
     digital cultural probes
•    Wide variety of technologies enable us to capture
     user’s activities
•    Probe can be used to create a mental model based
     on authentic:
    – goals
    – behaviours
    – motivations.
•    Probe can be used to create personas using
     authentic:
    – behavioural dimensions
    – examples i.e. sites visited (bookmarked in probe)
•    VERY useful for finding things that might be out of
     scope: gap analysis
•    Probes are also good for organisational buy-in
Questions ?

Dr Christopher Khalil
Senior Experience Architect
News Digital Media


christopherkhalil@yahoo.co.uk
www.chriskhalil.com

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The new digital ethnographer’s toolkit: Capturing a participant’s lifestream

  • 1. The new digital ethnographer’s toolkit: Capturing a participant’s lifestream Dr Christopher Khalil Senior Experience Architect 9/4/2009 News Digital Media 1
  • 2. The talk will explain what the 'new ethnographer's toolkit' is, and how it can be used to reconstruct user behaviour and thus enable better informed design decisions.
  • 3. WARNING / RELIEF: No theory will follow We’re talking about the toolkit remember So, we’ll look at a Case Study & Try out the Tools
  • 4. Lifestream Digital fingerprints • Twitter • Facebook • Email • IM • Blog posts • RSS feeds • Mobile: – SMS/iPhone/Voice
  • 5. Cultural Probes • A great user experience is gained from understanding a user’s – Needs – Behaviours – Motivations • Ethnographic research gives insight based on observing users, often, over a long period of time • Isn’t always possible due to lack of time or resource • Good alternative is to use a Cultural Probe. • Cultural Probes can sometimes take the form of paper diaries
  • 6. Some issues with conventional probes • Asynchronous (you do it once a day) • Minutiae and richness of the everyday is often lost in the edited and processed view the participant takes in their diary entry. • Self-referential (talk about my day through a frame I think is important)
  • 7. Digital Probes • Synchronous: Capture lifestream automatically – i.e. twitter, delicious, facebook, blog, rss • Less self-referential: ‘Real time’ capture ensures a more realistic, natural record of the participant’s life than asking them to fill out a diary entry alone • Natural: Recording mechanism is in the same medium & context the researcher is trying to find out more about (i.e. web)
  • 8. Other advantages • Closely connect the researcher to the participant • Facilitates easier analysis, versioning and distribution • Still allows conventional diary entry (i.e. capture offline events & reflection)
  • 9. Using Tumblr as Probe Platform Integrates several technologies into one lifestream • Twitter • Email • iPhone • Voice • Images • Videos • Bookmarks • Flickr • RSS EXCEPT: Facebook (to come) We setup a FB account participants ‘friended’ us for a week
  • 11. Moshtix • Moshtix is one of Australia's largest ticketing sites • WHY: Deeper understanding of audience – Personas • WHY: Broader view of user behaviours, activities, philosophies in a specific mental space (music, events) – Mental Model – Common Scenarios • WHY: Identify new opportunities – Mental Model – GAP analysis • WHY: Base the product strategy on real, observed user needs and activities
  • 12. Process • Recruit users • Pre-Probe Interview (30 mins) • Run the Probe (1 week) • Post-Probe Interview (1.5 hours) – This is the key stage
  • 14. Recruit Users ETHNIO • Recruit real users from your site • Relatively inexpensive • Easy to use and setup • Screen based on existing models or business targets (e.g. Roy Morgan, Prior Research) • Does take time to recruit users, but good results • Let’s have a look
  • 16. A few Ethnio tips Screener: • Keeper as short as possible, use follow up email to focus in • Speak audiences language • Be very clear on incentive, location • Don’t offer users options Frequency: • Adjust the frequency as required depending on – Number of participants – Time to research – Page traffic – Business needs • Generally better to start high then turn down Organisation • Factor in a good amount of time to organise • Create 2nd tier list and backups
  • 17. So, you have some recruits now what? 1. Pick the ones who most closely match your criteria 2. Let others know you’ll use them down the line (focus groups and further research) 3. Ring users 1. much faster and reliable than email 2. ensure they have enough time to participate 4. Send privacy agreements for review 5. Follow up call to quickly explain process 6. You’re good to go…
  • 19. Pre-Probe Interview Objective: Encourage participation by making probe as easy as possible 1. Need access to their machine or demo on your machine 2. Get everything setup for them – Login all setup – Take them through what they need and why. – Set the expectation that we really need their help, incentive isn’t enough • Explain what you want from them – Anything relating to music, events or just general interest • Let’s have a look & create our own probe
  • 21. Join in the UXA Tumblr URL: www.tumblr.com | uxa2009.tumblr.com Login: uxa2009@yahoo.com.au Password: uxa2009
  • 22. Lets have a look & see what we’ve got (has the voice been added)
  • 23. During Probe Period • Monitor probes and contributions • Try to interfere as little as possible • Be encouraging • Direct them in how you’d like them to use the probe (i.e. more commentary) • If it looks like they are not contributing, gently remind them of probe timescales
  • 24. Post Probe Interview • Ask users to take you on their journey • Reflection rather than conjecture • Open questions, get at the why • Expound on context • Get them to ‘show and tell’ on activities
  • 25. In Practice • Record screen if possible • Transcribe – Pay professional service – Playback audio/video – Have 2 people, one to take notes
  • 27. Analysis • No way around it, this is hard work • Probes generate a tonne of data • Need to live with data for a while • Use a methodology such as Grounded Theory – Codify, Cluster, Categories – Generate model – Generate personas – Some tools: MaxQDA, Excel
  • 28. Probe Mental Model Examples Persona
  • 29. Conclusion • Effective qualitative research can be carried out using digital cultural probes • Wide variety of technologies enable us to capture user’s activities • Probe can be used to create a mental model based on authentic: – goals – behaviours – motivations. • Probe can be used to create personas using authentic: – behavioural dimensions – examples i.e. sites visited (bookmarked in probe) • VERY useful for finding things that might be out of scope: gap analysis • Probes are also good for organisational buy-in
  • 30. Questions ? Dr Christopher Khalil Senior Experience Architect News Digital Media christopherkhalil@yahoo.co.uk www.chriskhalil.com

Editor's Notes

  1. Start the Moshtix story here
  2. DON’T FORGET DIAL20 AT THE END