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Methods & Techniques in Participatory Design Tone Bratteteig Department of Informatics, University of Oslo in5510 – 17/9/2018

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Page 1: Methods & Techniques in Participatory Design...– 1960s & -70s work environment’s psycho-social aspects – Human Factors =/= Taylor’s scientiNic management ... • storyboard

Methods&TechniquesinParticipatoryDesign

ToneBratteteigDepartmentofInformatics,UniversityofOsloin5510–17/9/2018

Page 2: Methods & Techniques in Participatory Design...– 1960s & -70s work environment’s psycho-social aspects – Human Factors =/= Taylor’s scientiNic management ... • storyboard

3

•  applicationarea–  whatkindofsystemsisthemethodapplicablefor?

•  perspective/worldview–  e.g.,PD

•  guidelines–  techniques–  tools–  principlesfororganization

ToneBratteteig;in5510–17/9/2018

methods&techniquesfordesignofIT

Bratteteigetal2012Andersenetal1986

Page 3: Methods & Techniques in Participatory Design...– 1960s & -70s work environment’s psycho-social aspects – Human Factors =/= Taylor’s scientiNic management ... • storyboard

•  futureusersoftechnicalsolutionsshouldhaveasayinthedesignofthosesolutions1)  providingknowledgethatwillimprovethedesign2)  easetheintroductionofthenewtechnology3)  inNluencefutureworkingconditions/changesthatwillaffectthem

•  havingasayismorethanhavingyourvoiceheard•  theorganizationofthedesignprocessshouldfacilitateuserparticipationthroughouttheprocessemphasizing–  mutuallearning(problemsettingandsolving)–  co-constructionofthenewsolutioninitsrealcontext

PD(ParticipatoryDesign)basics

4ToneBratteteig;in5510–17/9/2018

Page 4: Methods & Techniques in Participatory Design...– 1960s & -70s work environment’s psycho-social aspects – Human Factors =/= Taylor’s scientiNic management ... • storyboard

•  theroots:industrialdemocracy–  1960s&-70sworkenvironment’spsycho-socialaspects–  HumanFactors=/=Taylor’sscientiNicmanagement–  socio-technicalsystems(Mumford:ETHICS,Checkland:SSM)

☞ workenvironmentprotection(legislation)•  theautomationofwork

–  skills(upskilling,deskilling)/autonomy&control•  acriticalview:technologyisnotneutral

–  alternativetechnologicalsolutions–  Scandinavianapproaches:collaborationwithtradeunions

atinybitofhistory:originofPD

KristenNygaard

5ToneBratteteig;in5510–17/9/2018

Page 5: Methods & Techniques in Participatory Design...– 1960s & -70s work environment’s psycho-social aspects – Human Factors =/= Taylor’s scientiNic management ... • storyboard

thegoalofPD:“ResultsareallactioncarriedoutbytheMWU*,centrallyandlocally,whichonthebasisofactivitiesandinsightgainedwithintheprojectareaimingatgivingtheMWUanditsmembersincreasedinNluenceontheplanning,controlanddataprocessingoftheNirms.”(Nygaard&Bergo1975:7)*MWU=IronandMetalWorkers’Union

atinybitofhistory:PDasacriticalposition

KristenNygaard

6ToneBratteteig;in5510–17/9/2018

Page 6: Methods & Techniques in Participatory Design...– 1960s & -70s work environment’s psycho-social aspects – Human Factors =/= Taylor’s scientiNic management ... • storyboard

•  politics–thepoliticalsystem:government,society,economy–  “theactivitythroughwhichpeoplemake,preserve,andemendthegeneralrulesunderwhichtheylive”(Heywood2000)

–  takingsides(stakeholders,interestgroups)•  power:theabilitytoachieveadesiredoutcome

–  indemocracies:resolvingconNlict(compromise,negotiation)

atinybitofhistory:talkingaboutpolitics

7ToneBratteteig;in5510–17/9/2018

Page 7: Methods & Techniques in Participatory Design...– 1960s & -70s work environment’s psycho-social aspects – Human Factors =/= Taylor’s scientiNic management ... • storyboard

•  power:theabilitytoachieveadesiredoutcome–  indemocracies:resolvingconNlict(compromise,negotiation)

•  technologyisnotneutral(Marcuse,Foucault++)–  designfromsomewhere(Suchman)–  “docategorieshavepolitics?”(Winograd/Suchman,Winner)–  “sortingthingsout”(Bowker&Star)

atinybitofhistory:talkingaboutpower

powerover:gettingapersontodosomethingthats/hewouldotherwisenotdopowerto:capacity,potential,ability HannaPitkinformsofpower:-power/knowledge(Foucault) -authorityfromposition -trust,loyalty-  organizationalstructures -controlofresources -agendacontrol-  … -non-decisionmaking (Borum&Enderud)

8ToneBratteteig;in5510–17/9/2018

Page 8: Methods & Techniques in Participatory Design...– 1960s & -70s work environment’s psycho-social aspects – Human Factors =/= Taylor’s scientiNic management ... • storyboard

•  futureusersoftechnicalsolutionsshouldhaveasayinthedesignofthosesolutions1)  providingknowledgethatwillimprovethedesign2)  easetheintroductionofthenewtechnology3)  inNluencefutureworkingconditions/changesthatwillaffectthem

•  havingasayismorethanhavingyourvoiceheard•  theorganizationofthedesignprocessshouldfacilitateuserparticipationthroughouttheprocessemphasizing–  mutuallearning(problemsettingandsolving)–  co-constructionofthenewsolutioninitsrealcontext

PDasaperspectiveondesignofIT

9ToneBratteteig;in5510–17/9/2018

Page 9: Methods & Techniques in Participatory Design...– 1960s & -70s work environment’s psycho-social aspects – Human Factors =/= Taylor’s scientiNic management ... • storyboard

useispartofeverydayactivities

time

useinactivities

usecontext/everydayactivities

useinactivities

useinactivities

useinactivities

designproject-outsideusecontext-butalsoinsidethelargerusecontext

10ToneBratteteig;in5510–17/9/2018

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designuse

time

taskdeliverable

designusebuyuseinactivitiesthrowaway

usecontext

11ToneBratteteig;in5510–17/9/2018

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•  havingasay–  havingavoice≠havingasay–  power

•  mutuallearning–  two-waylearning–  developingtechnicalimagination

•  co-realization–  basedondifferentexpertise(speaktheirownlanguage)

–  intertwininganalysis&design

PDbasics

Bratteteigetal2012

-modelpower-agendacontrol

-problemsetting-levelsofin`luence

-tacitknowledge-prototyping

12ToneBratteteig;in5510–17/9/2018

Page 12: Methods & Techniques in Participatory Design...– 1960s & -70s work environment’s psycho-social aspects – Human Factors =/= Taylor’s scientiNic management ... • storyboard

dimensionsofdesignofIT

Andersenetal1986

Reflection

Change

Visions Exist

Information technology design project

Performance Management

Design

Realization

Planning

Regulation

Product- oriented

Process- oriented

Exist Visions

Evaluation Analysis

13ToneBratteteig;in5510–17/9/2018

Page 13: Methods & Techniques in Participatory Design...– 1960s & -70s work environment’s psycho-social aspects – Human Factors =/= Taylor’s scientiNic management ... • storyboard

!!!

! planning!! !!!!!!!!!!!!!!!!!!!!inves'gate!the!! ! !problem!situa'on!

!!!“see3move3see” ! ! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!mutual!learning!!!!!test!&!evaluate! ! ! ! ! !!!!inves.gate!prac.ces!

!!!!!! ! !!! !!!!!!!!!!!! ! !!

!! ! !!

!problem!solving ! ! ! !!!!!!!!!!!!!!!!!!!!!!!!!!!problem!definion!!!!!materialize, ! ! ! ! !!!!!!!!!!iden5y!needs!&!!!!!!!concre.ze ! ! ! ! !!!!!!!!!!!wishes!

!!!! ! ! !!!!!concre'ze!!! ! !!!!!evalua'on!criteria!! ! !!!!requirements!spec.!!! ! ! !!!!!!!!!!!!!

14ToneBratteteig;in5510–17/9/2018

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SoftwareTechnologyforEvolutionaryParticipatorySystemsdevelopmentChristianeFloydetal

STEPS

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ParticipatoryDesignProject

MUST Concepts• VisionPhases• Technologyusage• Standardsystem• Etcetera

Techniquesandtools• Observation• Diagnosticmapping• DeadSeascrolls• Hearingetc.

Principles•  Coherentvision•  Genuineuserparticipation•  Firsthandexperiencewithusers’practices•  Anchoringvisions

Projectorganisation•  Projectestablishment•  Strategicalignment•  Ethnographicanalyses•  Visionsdevelopment

KeldBødker,FinnKensing,JesperSimonsen

MetodeforforUndersøgelseiSystemudvikling–ogTeoriherom

16ToneBratteteig;in5510–17/9/2018

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CESD

MortenKyng,KajGrønbæk,PrebenMogensen

Design Analysis Computer Supported Supported Management Work Realisation

Technology

Developers’ Practices Users’

Practice

Visions

Bratteteig et al 2012

Cooperative Experiments and

Interventions

Project Assignment

CooperativeExperimentalSystemsDevelopment

17ToneBratteteig;in5510–17/9/2018

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usersasinspiration

degreesofuserinclusionindesign

designersimmerseinusecontext

userexperience

human-centreddesign

inspiration investigation cooperationcommunity

designersactive

usersactive

participatorydesign

user-drivendesign

userdesign&innovation

SampsaHyysala:inuse@Aalto

18ToneBratteteig;in5510–17/9/2018

user-centreddesign

Page 18: Methods & Techniques in Participatory Design...– 1960s & -70s work environment’s psycho-social aspects – Human Factors =/= Taylor’s scientiNic management ... • storyboard

•  documentanalysis•  interview•  observation•  futureworkshop•  thinkingaloud•  workshopofvariouskind•  scenario•  cartography

tools&techniques

•  prototyping•  brainstorming•  storyboard•  roleplay•  (cultural)probe•  walkthrough•  …

Bratteteigetal2012

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Page 19: Methods & Techniques in Participatory Design...– 1960s & -70s work environment’s psycho-social aspects – Human Factors =/= Taylor’s scientiNic management ... • storyboard

make

tell enact

AParticipatoryDesignpracticeentailstoolsandtechniquesthatcombinetelling,makingandenacting.(Brandtetal2012,p.165)

•  tellingaboutexistingpractices•  introducingchangeperspectives•  tellingaboutneedsanddreams•  balancebetween“whatis”and

“whatcouldbe”

•  inspirationfromtheatretechniques•  scenarios•  performanceswithprops,mock-ups&

prototypes•  developingknowledgethroughpractice

•  participatoryprototyping•  mock-ups•  paperprototypes

•  probes•  meansofexploringexperience•  emotions•  ambiguous

•  generativetools•  ambiguityandcreativity

20ToneBratteteig;in5510–17/9/2018

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futureworkshop

2-day 1-day 1/2–dayPhase schedule schedule schedulePreparationphase 1h ½h 1/2hDesigningtheroom,introducingtheThemeandworkingmethodCritiquephase 4h 2½h 1hCreatingaricher;commonimageOftheproblematicsituationFantasyphase 6h 2h 1½hGeneratingvisionsofanimprovedSituationwithoutrestrictionsRealizationphase 4h 2h 1½hBringingthevisionsdowntoearthandDevelopingaplanFollow-UpPhase Jungk&Müller,1987

21ToneBratteteig;in5510–17/9/2018

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23ToneBratteteig;in5510–17/9/2018

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!

Doverse"elserD

DDD

Tone!Bratteteig,!inf1510:!18.!mars!2013!

24ToneBratteteig;in5510–17/9/2018

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MajavanderVelden,MargaretSommervold

SuhasJoshiEspenJohnsenm.`l.

26ToneBratteteig;in5510–17/9/2018

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II. 

Researchquestions(cont)

KarolineStark

27ToneBratteteig;in5510–17/9/2018

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Researchquestions(cont)

-  PeterHavgar

Designing for Intellectual Disability Combining User-Centered Design and Research through Design

Peter Havgar

Design, Use, Interaction at the Department of informatics UNIVERSITY OF OSLO

30.08.2016

28ToneBratteteig;in5510–17/9/2018

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SuhasJoshi

!

!

SuhasJoshi&ThomasIversen

29ToneBratteteig;in5510–17/9/2018

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'''

''''

30

theproject2004-2006

30ToneBratteteig;in5510–17/9/2018

Page 30: Methods & Techniques in Participatory Design...– 1960s & -70s work environment’s psycho-social aspects – Human Factors =/= Taylor’s scientiNic management ... • storyboard

!!!

! planning!! !!!!!!!!!!!!!!!!!!!!inves'gate!the!! ! !problem!situa'on!

!!!“see3move3see” ! ! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!mutual!learning!!!!!test!&!evaluate! ! ! ! ! !!!!inves.gate!prac.ces!

!!!!!! ! !!! !!!!!!!!!!!! ! !!

!! ! !!

!problem!solving ! ! ! !!!!!!!!!!!!!!!!!!!!!!!!!!!problem!definion!!!!!materialize, ! ! ! ! !!!!!!!!!!iden5y!needs!&!!!!!!!concre.ze ! ! ! ! !!!!!!!!!!!wishes!

!!!! ! ! !!!!!concre'ze!!! ! !!!!!evalua'on!criteria!! ! !!!!requirements!spec.!!! ! ! !!!!!!!!!!!!!

31ToneBratteteig;in5510–17/9/2018

tell

make

enact

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32

SuhasJoshi

Page 32: Methods & Techniques in Participatory Design...– 1960s & -70s work environment’s psycho-social aspects – Human Factors =/= Taylor’s scientiNic management ... • storyboard

!!!

! planning!! !!!!!!!!!!!!!!!!!!!!inves'gate!the!! ! !problem!situa'on!

!!!“see3move3see” ! ! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!mutual!learning!!!!!test!&!evaluate! ! ! ! ! !!!!inves.gate!prac.ces!

!!!!!! ! !!! !!!!!!!!!!!! ! !!

!! ! !!

!problem!solving ! ! ! !!!!!!!!!!!!!!!!!!!!!!!!!!!problem!definion!!!!!materialize, ! ! ! ! !!!!!!!!!!iden5y!needs!&!!!!!!!concre.ze ! ! ! ! !!!!!!!!!!!wishes!

!!!! ! ! !!!!!concre'ze!!! ! !!!!!evalua'on!criteria!! ! !!!!requirements!spec.!!! ! ! !!!!!!!!!!!!!

33ToneBratteteig;in5510–17/9/2018

SuhasJoshi

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pdcproceedings.org

34ToneBratteteig;in5510–17/9/2018

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•  applicationarea•  perspective/worldview•  guidelines

–  techniques–  tools–  principlesfororganization

methods&techniquesforPD&designofIT

35

•  havingasay

•  mutuallearning•  co-construction

designisformingideasinsomematerial:userscanparticipateingettingandselectingideas,givingthemamaterialform,andexperimentingwithmaterials

ToneBratteteig;in5510–17/9/2018