stanford hci group / cs147 27 september 2007 discovery scott klemmer tas: marcello bastea-forte,...

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stanford hci group / cs147 http:// cs147.stanford.edu 27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie Wu, Mike Cammarano

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Page 1: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

stanford hci group / cs147

http://cs147.stanford.edu27 September 2007

Discovery

Scott KlemmerTAs: Marcello Bastea-Forte, Joel Brandt,Neil Patel, Leslie Wu, Mike Cammarano

Page 2: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

“You Can Learn a Lot Just by Watching”

—Yogi Berra

Page 3: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Today

Approach Doing Observational Work Announcements & Questions

Page 4: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

APPROACH

Page 5: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie
Page 6: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

LUCY SUCHMAN

Page 7: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Variety of observation techniques

Contextual inquiry Ethnography Diary studies Prompted (pager) studies Cultural probes Task analysis

Page 8: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

ETHNOGRAPHY

Page 9: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Goals

Natural Holistic Descriptive

Page 10: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

ETHNOMETHODOLOGY

Page 11: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

The Practical Logicof the Everyday World

Page 12: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

More about Contextual Inquiry

Source: Beyer, Hugh, Karen Holtzblatt. Contextual Design: Defining Customer-Centered Systems. Morgan Kaufmann, 1997.

Collections Designers Keep. ContextualInquiry of designers in NL. Tu Delft. ID-StudioLab

Page 13: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

What is Context?

Activity in its actual place Artifacts and tools The ecology around it

Page 14: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

How to perform Contextual Inquiry?

Set up a partnership with the people to be observed

Be taught the steps in the process

Observe all of the practices Validate what you are observing

with those observed as you go along

Page 15: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

How to record a contextual inquiry

Notes Camera Action

Page 16: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Discovery is the root of design

1. Discovery2. Exploration3. Refinement4. Production

Page 17: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Observation is at the heart of Discovery

1. Set goals2. Observe3. Synthesize

Page 18: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

The Discovery process yields …

1. What users do now2. What values do the users have3. How the users activities are

embedded in an overall “ecology”

Page 19: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Don’t just observe process, observe the practice

Process Step one Step two Step three

Practice

A thousand word picture

Ask Why’s?

Page 20: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Process v. PracticeJack Whalen & the Call

Center

Page 21: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Tacit Knowledge

Page 22: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

“That’s Obvious!”

Page 23: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Deep Hanging Out

Page 24: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

A Shifting Landscape

Page 25: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie
Page 26: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

DOING OBSERVATION

Page 27: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Makes Explicit Much of What Good Design Does

Implicitly

Page 28: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

The Importance of Being Curious

Page 29: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Reflective Practice

Page 30: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

DESIGN IS ABOUT CHOICE

Page 31: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

“Does your employer or his representative resort to trickery in order to defraud you of your earnings?”

Page 32: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

“Is the daily update an important feature to you?”

Page 33: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

GOOD QUESTIONS

Are open-ended Avoid Binary Questions Let Silence Happen

Page 34: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Erring in the Other Direction…

“Tell me a story about yourself”

Page 35: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Plans are useless, but planning is invaluable

Page 36: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

What works better(Snowboaring with Scott)

Page 37: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

PAY ATTENTION TO ARTIFACTS

Page 38: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Say you were designing…

A lecture support system Here are my steps

Page 39: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Finding People…

Page 40: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Rocket Science

Page 41: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

What people can’t tell you… Functional fixedness: People understand their

world within a structure that imposes limitations. It's hard to see outside that structure.

What they would do / like / want in hypothetical scenarios

How often they do things The last time they did something How much they like things on an absolute scale

So, you cannot simply ask people what features they would like in a tool.

Page 42: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

What people can tell you…

What they “generally” do How they do it Their opinions about their current

activities Their complaints about their current

activities How much they like one thing compared

with another

Page 43: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Creating an interview protocol

Figure out who to interview Structuring the interview

Start with demographics, overall goals, high-level tasks, company policies, etc.

Move on to more open-ended questions (have them walk you through a task/day, what works well, what doesn’t?)

Cycle back to more detailed questions

Page 44: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Interviewing tips

Introduce yourself, explain your purpose The interview is about them, not you! Ask open, unbiased questions Ask the question and let them answer Follow up

Adjust your questions to their previous answers Ask questions in language they (use) understand Pick up on and ask for examples

Be flexible

Page 45: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Who’s doing all the talking

Strive for about 20% (or less!)

Page 46: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Recording the interview

Interview in pairs One person interviews, the other takes notes & listens

Audiotaping Accurate record of the interview Great for mining lots of information per interview --

your notes will never be as complete Helpful if impressions change as you interview others Tedious to review later (but well worth it) Helpful for presentations - makes the people real Get permission in advance - be aware of security

issues

Page 47: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Recording the interview

Videotaping Same advantages and disadvantages as

audiotape Even better for communicating findings to others May be harder to get permission More issues of confidentiality May make people less willing to divulge sensitive

information If you can't videotape, take snapshots

Page 48: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Where should you interview?

In their setting (i.e. their office, home, car, etc.) Gives you much better insight into their

activities Gives you a chance to see their environment Allows them to show you rather than tell you

If not possible to interview in their setting, ask for a tour before or after

Page 49: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Before you go…

Take a trial run with colleagues or friends Gives you practice interviewing Irons out problems with the questionnaire,

redundancies, inconsistencies

Page 50: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

After the Interviews

Keep photos and other concrete details around

Concrete people help tie all design to use, rather than debating things on an abstract plane

Page 51: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

WWMPD?

Page 52: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Medical Recordsthick practice

Page 53: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Final Scratchthick practice

Page 54: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Field Biologythick practice

Page 55: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

ButterflyNetthick practice

chi chi 20062006

Page 56: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Eye to future: in situ diary studies

Source: Carter, S. and J. Mankoff. When Participants Do the Capturing: The Role of Media in Diary Studies. Proceedings of the ACM Conference on Human Factors in Computing Systems (CHI), Pages: 899-908. 2005.

Page 57: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Eye to future: txt 4 l8r, diary studies innovation

Source: Joel Brandt, Noah Weiss, and Scott R. Klemmer. txt 4 l8r: Lowering the Burden for Diary Studies Under Mobile Conditions. Work-in-progress, ACM Conference on Human Factors in Computing Systems (CHI), San Jose, California. 2007

Page 58: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Questions

About the assignment About studio today & tomorrow About class in general

Page 59: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

FOR TUESDAY

Reading: Contextual Design In general: we went to great

lengths to pick seven readings, and they’re all really good As opposed to picking 15 plus another 10 optional readings.

Okay, I cheated – there’s one optional reading, but it’s a comic book

Page 60: Stanford hci group / cs147  27 September 2007 Discovery Scott Klemmer TAs: Marcello Bastea-Forte, Joel Brandt, Neil Patel, Leslie

Further Reading

Mike Kuniavsky, Observing the User Experience

Beyer and Holtzblatt, Contextual Design

Jeanette Blomberg Paul Dourish Diana Forsythe, “It’s just a matter

of common sense”