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Workshop AContextual User   Research       Mumin Yu   yumumin@gmail.com
User Centered Design
Know   Create
Know   USER   Create
Explore                Envision                USER     Evaluate                Embody
ProductContextual                                                    Concept Inquiry             Explore                 E...
User Identification      Finding users
Assemble the Team• 4 - 6 people• Product manages, designers, engineers,  marketing researchers, sales...
Brainstorm a List of        Users• 急診室護士,剛從護校畢業,22歲,年 輕單身,積極, 協助急診室醫師醫治病 患, 輪大夜班。
Personal Characteristics   Age, sex, eduction, job type, social-economic status, role   Lifestyle, personality, emotion, a...
Create an User/Task        Matrix  User Group              Task            # of UsersAdmission Clerks   Collect patient da...
Develop the Spectrum                           Ward                                          Emergency RoomHealth Examinat...
Develop the Spectrum             Emergency Room                                   Health Examination Ward        Amount of...
Contextual Inquiry     Collecting data
Statistical                                    Macro technique                                     (many people)          ...
Build Rapport•   Mirror their body language•   Mimic their tonality•   Breathe like they breathe•   Match their rate of sp...
Switch to inquiry
Start Inquiry• Observe: Environments• Observe: Users• Observe: Activities• Observe: Interactions• Observe: Objectives
Start Inquiry•   Converse: Reasons•   Converse: Ideas
Start Inquiry•   Gather: Notes•   Gather: Photos•   Gather:Videos
Wrap up
Contextual Inquiry        Process• Build Rapport• Make the Switch• Start Inquiry   • Observe   • Converse   • Gather• Wrap...
Frequently Made         Mistakes• NOT focus on observation• NOT ask questions at all• NOT “why not”, “why”
Brain Dump  Analyzing data
Assembly the team• 4 - 6 people• Within 48 hours• Product managers, designers, engineers,  marketing researchers, sales......
Explain the process
Assign rolesResearcher   Notetaker   Capturers   Moderator
Reconstruct the Scene
Probe for detail
Capture key findings• Important characteristic of behavior• User’s interpretation• Breakdown• Cultural influence• Insightful...
Write it down• Who did what and why• One point only per note• Stand alone
Brain Dump Process• Assembly the team• Explain the process• Assign roles• Retell inquiry story• Probe for detail• Capture ...
Frequently Made         Mistakes• NOT tell the story• NOT probe for detail• NOT make best use of materials collected
Affinity Diagramming      Assimilating data
Assembly the team• 4 - 8 people• Product manages, designers, engineers,  marketing researchers, sales...• Do not include t...
Explain the process
Group notes         collaboratively• Each takes 20 random yellow notes• One reads his first note, and stick it on the  wall...
Group notes           individually• Start when there are about 10 groups on  the wall• Inform everyone when starting a new...
Push• Go back and review notes that you don’t  know how to group them earlier• Exchange with others the notes you have  pr...
Add blue labels• Work in team of 2 people• Start from the longest group• Break down any incohesive groups• Start new group...
Reorganize the wall• Write 4-6 temporary green labels• Separate the wall based on the green labels• Move related blues lab...
Affinity Diagramming        Process• Assembly the team• Explain the process• Group notes collaboratively• Group notes indiv...
健康       Key Concept父母的健康是子女的責任       Important Value我會關心父母親的病情        Behavior DistinctionU01-01他偷偷嘗了父親的糞便,從味道來判斷父    Inq...
Frequently Made         Mistakes• NOT look beyond key words• NOT focus on what’s in common• NOT want to make decision
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2012 Taiwan UX Summit 工作坊A 簡報

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「2012 台灣使用者經驗高峰會」工作坊A
主題:使用者脈絡研究解析
講者:台大智活中心使用者經驗實驗室 總監、悠越設計顧問公司 首席顧問/游牧民

Published in: Design

2012 Taiwan UX Summit 工作坊A 簡報

  1. 1. Workshop AContextual User Research Mumin Yu yumumin@gmail.com
  2. 2. User Centered Design
  3. 3. Know Create
  4. 4. Know USER Create
  5. 5. Explore Envision USER Evaluate Embody
  6. 6. ProductContextual Concept Inquiry Explore Envision USER Evaluate Embody Solution Usability Prototype Test
  7. 7. User Identification Finding users
  8. 8. Assemble the Team• 4 - 6 people• Product manages, designers, engineers, marketing researchers, sales...
  9. 9. Brainstorm a List of Users• 急診室護士,剛從護校畢業,22歲,年 輕單身,積極, 協助急診室醫師醫治病 患, 輪大夜班。
  10. 10. Personal Characteristics Age, sex, eduction, job type, social-economic status, role Lifestyle, personality, emotion, attitude Physical abilities and constrainsTask related characteristics Goal and motivation Tasks Usage Training and experienceGeographic and social characteristics Location: regions, countries, continents, market areas Cultures and other circumstances Social connections and societies
  11. 11. Create an User/Task Matrix User Group Task # of UsersAdmission Clerks Collect patient data 25 Nurses View medical date 490 Install and maintain Administrators 12 software
  12. 12. Develop the Spectrum Ward Emergency RoomHealth Examination Level of Emergency
  13. 13. Develop the Spectrum Emergency Room Health Examination Ward Amount of Data Processed
  14. 14. Contextual Inquiry Collecting data
  15. 15. Statistical Macro technique (many people) SURVEYS VIDEO ETHNOGRAPHY Explicit opportunities and needs Latent opportunities and needsSaying Doing FOCUS GROUPS OBSERVATIONAL TECHNIQUES Micro technique (few people) Interpretive (Moggridge, 2007, P.664)
  16. 16. Build Rapport• Mirror their body language• Mimic their tonality• Breathe like they breathe• Match their rate of speech• Repeat and approve• Assume you already have rapport
  17. 17. Switch to inquiry
  18. 18. Start Inquiry• Observe: Environments• Observe: Users• Observe: Activities• Observe: Interactions• Observe: Objectives
  19. 19. Start Inquiry• Converse: Reasons• Converse: Ideas
  20. 20. Start Inquiry• Gather: Notes• Gather: Photos• Gather:Videos
  21. 21. Wrap up
  22. 22. Contextual Inquiry Process• Build Rapport• Make the Switch• Start Inquiry • Observe • Converse • Gather• Wrap Up
  23. 23. Frequently Made Mistakes• NOT focus on observation• NOT ask questions at all• NOT “why not”, “why”
  24. 24. Brain Dump Analyzing data
  25. 25. Assembly the team• 4 - 6 people• Within 48 hours• Product managers, designers, engineers, marketing researchers, sales...• Exclude top managers for now
  26. 26. Explain the process
  27. 27. Assign rolesResearcher Notetaker Capturers Moderator
  28. 28. Reconstruct the Scene
  29. 29. Probe for detail
  30. 30. Capture key findings• Important characteristic of behavior• User’s interpretation• Breakdown• Cultural influence• Insightful user quote• Design ideas• Question for next inquiry
  31. 31. Write it down• Who did what and why• One point only per note• Stand alone
  32. 32. Brain Dump Process• Assembly the team• Explain the process• Assign roles• Retell inquiry story• Probe for detail• Capture key findings• Write it down
  33. 33. Frequently Made Mistakes• NOT tell the story• NOT probe for detail• NOT make best use of materials collected
  34. 34. Affinity Diagramming Assimilating data
  35. 35. Assembly the team• 4 - 8 people• Product manages, designers, engineers, marketing researchers, sales...• Do not include top managers just yet
  36. 36. Explain the process
  37. 37. Group notes collaboratively• Each takes 20 random yellow notes• One reads his first note, and stick it on the wall• Others look for related notes at hands• Move on to the next person
  38. 38. Group notes individually• Start when there are about 10 groups on the wall• Inform everyone when starting a new group• Break up notes containing multiple points• Move any notes without justification• Set aside notes that you don’t know how to group
  39. 39. Push• Go back and review notes that you don’t know how to group them earlier• Exchange with others the notes you have problem grouping• Put “bad” notes in “Junk” area.
  40. 40. Add blue labels• Work in team of 2 people• Start from the longest group• Break down any incohesive groups• Start new group if necessary• Write blue labels in the first person
  41. 41. Reorganize the wall• Write 4-6 temporary green labels• Separate the wall based on the green labels• Move related blues labels under the green labels• Create pink labels by grouping blue labels• Modify green labels based on pink labels
  42. 42. Affinity Diagramming Process• Assembly the team• Explain the process• Group notes collaboratively• Group notes individually• Push• Add blue labels• Reorganize the wall
  43. 43. 健康 Key Concept父母的健康是子女的責任 Important Value我會關心父母親的病情 Behavior DistinctionU01-01他偷偷嘗了父親的糞便,從味道來判斷父 Inquiry Observation 親病情是否危 急
  44. 44. Frequently Made Mistakes• NOT look beyond key words• NOT focus on what’s in common• NOT want to make decision

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