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Ethnographic Research for Design Innovation

            CHI Atlanta, 25 March 2010




        Paul Bryan | Usography Corporation
Ethnographic Research for Design Innovation
Introduction
Topics:
    What Is Ethnography
    When To Use Ethnography
    Ethnography Project Structure
    Data Collection Methods
    Data Analysis and Reporting

    Audience Participation: Ethnography for Resort Guest System




2                        Usography (www.usography.com)
Ethnographic Research for Design Innovation
Introduction
About Usography

Who: User research and design strategy agency

What: E-commerce, employee portals, web apps, information devices

Where: Wherever customers and employees go

For Whom:




3                        Usography (www.usography.com)
Ethnographic Research for Design Innovation




             1) What Is Ethnography?




4                Usography (www.usography.com)
Ethnographic Research for Design Innovation
What is Ethnography?
Ethnography is observing behavior in natural settings




5                   Usography (www.usography.com)
Ethnographic Research for Design Innovation
What is Ethnography?
Observation is Powerful!
    "I was walking one day. I see a guy with … his pants on the
     ground. That's what gave me an inspiration.” General Larry Platt




6                             Usography (www.usography.com)
Ethnographic Research for Design Innovation
What is Ethnography?
Observation is Powerful!
    1) Observation:
    Pants on the ground
    2) Dig deeper:
    Gold in your mouth, hat
     turned sideways
    3) Add perspective:
    Call yourself a cool cat
    Looking like a fool
    4) Packaging and
     presentation:
    Song, American Idol

7                              Usography (www.usography.com)
Ethnographic Research for Design Innovation
What is Ethnography?
Anthropological method for describing cultures
    ➔  Ethnography literally means “writing about people
    groups”

    ➔  Formulated in the 1800’s as a method for studying
    “native” cultures




             Bronislaw Malinowski with Trobriand Islanders in 1918

8                          Usography (www.usography.com)
Ethnographic Research for Design Innovation
What is Ethnography?
Anthropological method for describing cultures
    ➔  Applied to Market Research in the 1980’s

    ➔  Research conducted in a natural context: i.e. in the
    home, in a store, in an airport, in a work place




9                      Usography (www.usography.com)
Ethnographic Research for Design Innovation
What is Ethnography?
Characteristics of ethnographic research:
     1. Takes place “in the field”
     2. Observation is primary data collection technique
     3. Interviews are used to clarify observations
     4. Attention is paid to context and artifacts
     5. Field notes coded and analyzed for themes and
          variables




10                     Usography (www.usography.com)
Ethnographic Research for Design Innovation
What is Ethnography?
Usography Ethnographic Research project examples:
     National mobile carrier
         ➔ Location: Mobility retail outlets
         ➔ Target: How people shop for cell phones and carriers

     Women’s clothing retailer
         ➔ Location: Department stores
         ➔ Target: How women shop for clothing

     Financial services provider
         ➔ Location: In homes
         ➔ Target: How people manage their finances

     International airline
         ➔ Location: In airports
         ➔ Target: Information usage of a mobile workforce


11                            Usography (www.usography.com)
Ethnographic Research for Design Innovation




           2) When To Use Ethnography




12               Usography (www.usography.com)
Ethnographic Research for Design Innovation
When To Use Ethnography
Ethnography produces fresh insights for design strategy




13                  Usography (www.usography.com)
Ethnographic Research for Design Innovation
When To Use Ethnography
Deciding when Ethnography is the right method

     ➔  Identify fundamental experience factors
     ➔  Innovate the mundane
     ➔  Operationalize key concepts
     ➔  Discover the unspeakable
     ➔  Plan cultural variations




14                      Usography (www.usography.com)
Ethnographic Research for Design Innovation
When To Use Ethnography
Aligning research methodology to design phase
                                            Design Concept

      Design solution does not exist                                   Design solution does exist
      Key concepts not well-defined                                    Key variables can be measured




 Initiation                                                                                      Launch

              Discovery                  Formulation                         Evaluation




 Ethnography     Survey      Depth Interviews          Formative Usability        Evaluative Usability

15                                     Usography (www.usography.com)
Ethnographic Research for Design Innovation




          3) Ethnography Project Structure




16                Usography (www.usography.com)
Ethnographic Research for Design Innovation
Ethnography Project Structure
Applied Ethnography has well-defined objectives




17                  Usography (www.usography.com)
Ethnographic Research for Design Innovation
Ethnography Project Structure
Steps in an Ethnography project:
 1.  Determine the research question or focus
 2. Determine the research location and context
 3. Determine the data capture methods
 4. Design the data capture
 5. Recruit participants
 6. Obtain access to field




18                    Usography (www.usography.com)
Ethnographic Research for Design Innovation
Ethnography Project Structure
Steps in an Ethnography project (cont’d):
 7. Set up the tools and materials
 8. Conduct the research
 9. Reduce the data to essential values
 10. Code the data according to themes and sub-themes
 11. Report findings and recommendations
 12. Determine follow-up research




19                   Usography (www.usography.com)
Ethnographic Research for Design Innovation




            4) Data Collection Methods




20               Usography (www.usography.com)
Ethnographic Research for Design Innovation
Data Collection Methods
Ethnography produces a feast of rich data




21                  Usography (www.usography.com)
Ethnographic Research for Design Innovation
Data Collection Methods
(Participant) Observation
     ➔  The “original” ethnographic research method
     ➔  With or without video
     ➔  Coupled with informant debriefs




22                     Usography (www.usography.com)
Ethnographic Research for Design Innovation
Data Collection Methods
Participant observation tips
     ➔  Focus on behaviors that reveal key design concepts
     ➔  Capture cases at opposite ends of scale
     ➔  Look for the unseen behavioral scaffolding
     ➔  Be the foreigner
     ➔  Follow the golden rule




23                     Usography (www.usography.com)
Ethnographic Research for Design Innovation
Data Collection Methods
Supplemental research methods include:
     ➔  Artifact analysis
     ➔  Context mapping
     ➔  Participant diaries, collages, or photojournals
     ➔  Shop along
     ➔  Digital Ethnography (…Webnography?)




24                      Usography (www.usography.com)
Ethnographic Research for Design Innovation
Data Collection Methods
Context Mapping Template:




25                 Usography (www.usography.com)
Ethnographic Research for Design Innovation




          5) Data Analysis and Reporting




26               Usography (www.usography.com)
Ethnographic Research for Design Innovation
Data Analysis and Reporting
Ethnography results in actionable findings




27                  Usography (www.usography.com)
Ethnographic Research for Design Innovation
Data Analysis and Reporting
Steps in Ethnography data analysis and reporting:
     ➔    Review complete data set
     ➔    Text analysis and coding (Atlas.ti, nVivo)
     ➔    Themes and variables
     ➔    Mental, behavioral, experience model
     ➔    Findings and recommendations
     ➔    Design strategy, concept




28                       Usography (www.usography.com)
Ethnographic Research for Design Innovation




                   Audience Participation:

     Plan an Ethnography study for hotel resort guest system




29                      Usography (www.usography.com)
Ethnographic Research for Design Innovation




                    Questions?




30               Usography (www.usography.com)

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Ethnographic Research for Design Innovation

  • 1. Ethnographic Research for Design Innovation CHI Atlanta, 25 March 2010 Paul Bryan | Usography Corporation
  • 2. Ethnographic Research for Design Innovation Introduction Topics: What Is Ethnography When To Use Ethnography Ethnography Project Structure Data Collection Methods Data Analysis and Reporting Audience Participation: Ethnography for Resort Guest System 2 Usography (www.usography.com)
  • 3. Ethnographic Research for Design Innovation Introduction About Usography Who: User research and design strategy agency What: E-commerce, employee portals, web apps, information devices Where: Wherever customers and employees go For Whom: 3 Usography (www.usography.com)
  • 4. Ethnographic Research for Design Innovation 1) What Is Ethnography? 4 Usography (www.usography.com)
  • 5. Ethnographic Research for Design Innovation What is Ethnography? Ethnography is observing behavior in natural settings 5 Usography (www.usography.com)
  • 6. Ethnographic Research for Design Innovation What is Ethnography? Observation is Powerful! "I was walking one day. I see a guy with … his pants on the ground. That's what gave me an inspiration.” General Larry Platt 6 Usography (www.usography.com)
  • 7. Ethnographic Research for Design Innovation What is Ethnography? Observation is Powerful! 1) Observation: Pants on the ground 2) Dig deeper: Gold in your mouth, hat turned sideways 3) Add perspective: Call yourself a cool cat Looking like a fool 4) Packaging and presentation: Song, American Idol 7 Usography (www.usography.com)
  • 8. Ethnographic Research for Design Innovation What is Ethnography? Anthropological method for describing cultures ➔  Ethnography literally means “writing about people groups” ➔  Formulated in the 1800’s as a method for studying “native” cultures Bronislaw Malinowski with Trobriand Islanders in 1918 8 Usography (www.usography.com)
  • 9. Ethnographic Research for Design Innovation What is Ethnography? Anthropological method for describing cultures ➔  Applied to Market Research in the 1980’s ➔  Research conducted in a natural context: i.e. in the home, in a store, in an airport, in a work place 9 Usography (www.usography.com)
  • 10. Ethnographic Research for Design Innovation What is Ethnography? Characteristics of ethnographic research: 1. Takes place “in the field” 2. Observation is primary data collection technique 3. Interviews are used to clarify observations 4. Attention is paid to context and artifacts 5. Field notes coded and analyzed for themes and variables 10 Usography (www.usography.com)
  • 11. Ethnographic Research for Design Innovation What is Ethnography? Usography Ethnographic Research project examples: National mobile carrier ➔ Location: Mobility retail outlets ➔ Target: How people shop for cell phones and carriers Women’s clothing retailer ➔ Location: Department stores ➔ Target: How women shop for clothing Financial services provider ➔ Location: In homes ➔ Target: How people manage their finances International airline ➔ Location: In airports ➔ Target: Information usage of a mobile workforce 11 Usography (www.usography.com)
  • 12. Ethnographic Research for Design Innovation 2) When To Use Ethnography 12 Usography (www.usography.com)
  • 13. Ethnographic Research for Design Innovation When To Use Ethnography Ethnography produces fresh insights for design strategy 13 Usography (www.usography.com)
  • 14. Ethnographic Research for Design Innovation When To Use Ethnography Deciding when Ethnography is the right method ➔  Identify fundamental experience factors ➔  Innovate the mundane ➔  Operationalize key concepts ➔  Discover the unspeakable ➔  Plan cultural variations 14 Usography (www.usography.com)
  • 15. Ethnographic Research for Design Innovation When To Use Ethnography Aligning research methodology to design phase Design Concept Design solution does not exist Design solution does exist Key concepts not well-defined Key variables can be measured Initiation Launch Discovery Formulation Evaluation Ethnography Survey Depth Interviews Formative Usability Evaluative Usability 15 Usography (www.usography.com)
  • 16. Ethnographic Research for Design Innovation 3) Ethnography Project Structure 16 Usography (www.usography.com)
  • 17. Ethnographic Research for Design Innovation Ethnography Project Structure Applied Ethnography has well-defined objectives 17 Usography (www.usography.com)
  • 18. Ethnographic Research for Design Innovation Ethnography Project Structure Steps in an Ethnography project: 1.  Determine the research question or focus 2. Determine the research location and context 3. Determine the data capture methods 4. Design the data capture 5. Recruit participants 6. Obtain access to field 18 Usography (www.usography.com)
  • 19. Ethnographic Research for Design Innovation Ethnography Project Structure Steps in an Ethnography project (cont’d): 7. Set up the tools and materials 8. Conduct the research 9. Reduce the data to essential values 10. Code the data according to themes and sub-themes 11. Report findings and recommendations 12. Determine follow-up research 19 Usography (www.usography.com)
  • 20. Ethnographic Research for Design Innovation 4) Data Collection Methods 20 Usography (www.usography.com)
  • 21. Ethnographic Research for Design Innovation Data Collection Methods Ethnography produces a feast of rich data 21 Usography (www.usography.com)
  • 22. Ethnographic Research for Design Innovation Data Collection Methods (Participant) Observation ➔  The “original” ethnographic research method ➔  With or without video ➔  Coupled with informant debriefs 22 Usography (www.usography.com)
  • 23. Ethnographic Research for Design Innovation Data Collection Methods Participant observation tips ➔  Focus on behaviors that reveal key design concepts ➔  Capture cases at opposite ends of scale ➔  Look for the unseen behavioral scaffolding ➔  Be the foreigner ➔  Follow the golden rule 23 Usography (www.usography.com)
  • 24. Ethnographic Research for Design Innovation Data Collection Methods Supplemental research methods include: ➔  Artifact analysis ➔  Context mapping ➔  Participant diaries, collages, or photojournals ➔  Shop along ➔  Digital Ethnography (…Webnography?) 24 Usography (www.usography.com)
  • 25. Ethnographic Research for Design Innovation Data Collection Methods Context Mapping Template: 25 Usography (www.usography.com)
  • 26. Ethnographic Research for Design Innovation 5) Data Analysis and Reporting 26 Usography (www.usography.com)
  • 27. Ethnographic Research for Design Innovation Data Analysis and Reporting Ethnography results in actionable findings 27 Usography (www.usography.com)
  • 28. Ethnographic Research for Design Innovation Data Analysis and Reporting Steps in Ethnography data analysis and reporting: ➔  Review complete data set ➔  Text analysis and coding (Atlas.ti, nVivo) ➔  Themes and variables ➔  Mental, behavioral, experience model ➔  Findings and recommendations ➔  Design strategy, concept 28 Usography (www.usography.com)
  • 29. Ethnographic Research for Design Innovation Audience Participation: Plan an Ethnography study for hotel resort guest system 29 Usography (www.usography.com)
  • 30. Ethnographic Research for Design Innovation Questions? 30 Usography (www.usography.com)