Professional Documents
Culture Documents
Co n t e n t s |
Methods Map
Methods Lab Finder
Introduction
User Research Methods
Presence Methods
Sitges i3 Methods
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Methods M a p |
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User
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Input |
Methods La b F i n d e r |
TYPOLOGY
PARTICULAR METHOD
FUTURE CREATOR
PROFESSIONAL TRACKERS
CO - DESIGN
CO - RESEARCH
METHOD NUMBER
These appear in the
Methods Map for
comparison
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OUTPUT
Time
low
high low
high low
Staff
high low
Costs
high
first-hand knowledge
insights into consumer responses
3D form for user reaction
structured feedback
Methods La b F i n d e r |
TYPOLOGY
Methods are grouped in
Typologies for rapid navigation
EXPERT OBSERVATION
PARTICULAR METHOD
METHOD NUMBER
longitudinal analysis
video ethnography
task analysis
time and motion studies
shadowing
mentoring
direct observation
physical trails
physiological testing
individual interviews
focus groups
conjoint techniques
preference testing
non-directive testing
customer return cards
on-line information
sales figures
public information sources
in-built tracking/intelligence
real-time information
test markets/probes/pilot studies
expeditionary marketing
customer visits/parties/events
promotional retail
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OUTPUT
Time
low
high low
high low
Staff
high low
Costs
high
Introducti o n |
The Methods Lab Booklet has dual origins. The initial list
of user research methods we have adopted was assembled
by Ewan Duncan, currently working with the Doblin Group
in Chicago, as an internal research project commissioned
by the international design consultancy, IDEO, in 1994.
IDEO is known as one of the leading firms in bringing in
new disciplines, new techniques and new technologies
to design, especially of complex electronic products. The
consultancy pioneered the new discipline of interaction
design, uniting product and graphic designers, psychologists, ergonomists, software engineers and others in
as well as useful diary items, web site links and bibliographic references. There are also reports of more than half a
dozen offline Tea Parties held during the course of the Presence Project. The online version of the Methods Lab is also
here. Go to the Discussion Forum part of the Presence web
site on www.presenceweb.org to see all these items.
5
The Methods Lab
Introduction
Introductio n |
These are not easy targets to attain or ranges to encompass. To make it work, we have chosen to ask people who
are globally recognized as authorities in each method to
write about that method. Cruelly, we then required that
these experts write with maximum concisioneach method
is given just 200 words. In this way, we hope to obtain
method descriptions that are definitive and authoritative yet
also accessible and useful to all.
Who is the Methods Lab for? Two hundred words will clearly say nothing new to academic experts in a given method.
Instead, the Methods Lab is written primarily for design
students, students of user research sciences, and designers
and researchers in their first few years of professional practice. It is intended to be of a practical bent, helping designers and others weigh and choose methods appropriately.
Introduction
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Scenarios | 4
Output |
Visual Qualities
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Role play
Future concept prototypes
User as developer
Further reading
Input |
User
Centred
Links
www.nada.kth.se/cid/projekt/
smart/ideo/Smideo.htm
Functional Qualities
characters. Because most products and services have different kinds of users, each with their own concerns, three or
four different scenarios constructed around different characters are needed to cover the scope of product or service
interactions.
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The Methods Lab
Scenarios
Role play | 6
Output |
Visual Qualities
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Scenarios
Direct observation
Future concept prototypes
Input |
User
Centred
Functional Qualities
Role play builds on principles of empathic design techniques, aiming to place the design activity within re-enacted
user scenarios for the environments and artefacts being
designed. These techniques were developed as a way to
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The Methods Lab
Role play
Explore, re p r e s e n t , s h a r e | 7
Output |
Visual Qualities
Designer
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strategic focus
Skunkworks/internal champions
Task analysis
Co-design
Input |
Further reading
J. Christopher Jones, Design
Methods (New York: Van
Nostrand Reinhold, 1992).
Koberg, D. and Bagnell, J.,
The Universal Traveller (Los
Angeles: Kaufmann, 1981).
User
Centred
Links
www3.open.ac.uk/courses/
cframedes/B822.htm
Functional Qualities
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The Methods Lab
Opinion po l l s | 1 3
Output |
Visual Qualities
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Focus groups
Individual interviews
Expert observation
Further reading
Input |
User
Centred
Functional Qualities
11
The Methods Lab
Opinion polls
Immersive e x p e r i e n c e | 1 8
Output |
Visual Qualities
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first-hand knowledge
Role play
Direct observation
Longitudinal analysis
Input |
Further reading
Moore, P. and Conn, C. P.,
Disguised: A True Story (Waco:
World Books, 1985).
Userfit: A Practical Handbook
on User Centred Design for
Rehabilitation and Assistive
Technology (TIDE USER
Consortium, 1996).
User
Centred
Functional Qualities
at risk from poor design which may make daily tasks needlessly difficult and ultimately impair their independence.
In the workplace, for example, an employee might perform adequately, but lack enthusiasm or, in extreme cases,
become unwell because of unidentified shortcomings
in the environmental design. In the home, people can be
12
The Methods Lab
Immersive experience
Lead user | 1 9
Output |
Visual Qualities
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Focus groups
Individual interviews
Scenarios
Input |
Further reading
Cerha, J., Inventing
Products to Fit the Future
Market, ESOMAR Seminar,
Research for New Product
Development (Neu Isenberg,
Germany, 47 November
1970).
Holder, S. and Young, D., A
Journey Beyond Imagination,
ESOMAR Seminar, Successful
Product Engineering (Berlin,
User
Centred
Functional Qualities
Third and last, in the project itself, lead users set their own
agenda based upon their own views and experiences as consumers in the real world.
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The Methods Lab
Lead user
Rapid proto t y p i n g | 2 0
Output |
Visual Qualities
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Alpha testing
User as developer
Future concept prototypes
Input |
Further reading
Time Compression
Technologies (London: Rapid
News Publications).
User
Centred
Links
www.timecompression.com
Functional Qualities
designers questions or sketches. It may, however, be necessary to take steps to counter peoples tendency to regard a
solid object, far more than a sketch on paper, as something
they cannot change. With rapid prototyping, they really are
part of the shaping process.
The ability to make many and varied models makes it profitable to involve users more closely and earlier during
product development: the users give more useful reactions
to a physical representation of a potential product than to
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The Methods Lab
Rapid prototyping
Usability te s t i n g | 2 1
Output |
Visual Qualities
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structured feedback
Physiological testing
Physical trials
Individual interviews
Input |
User
Centred
Functional Qualities
suitable setting, prepared forms, instrumentation, customised software, pen & paper, recording
equipment
Then, ask the right questions. Base tests on real life tasks
such as assembling, cleaning, storing ... Keep questionnaires short and simple. Collect reactions immediately after
each task, and ask the reason for any difficulty, likes or dislikes.
Usability testing
Rapid ethno g r a p h y | 2 4
Output |
Visual Qualities
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Visual anthropology
Video ethnography
Direct observation
Input |
Further reading
Norman, D.A., The Invisible
Computer (Cambridge, MA:
MIT Press, 1998).
Nielsen, J., Usability
Engineering (New York: John
Wiley & Sons, 1994).
User
Centred
Links
www.jnd.org
www.nngroup.com
Functional Qualities
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The Methods Lab
Rapid ethnography
Longitudin a l a n a l y s i s | 3 0
Output |
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Links
Physiological testing
Individual interviewsh
geron.psu.edu
www.tue.nl/gerontechnologie
Further reading
Input |
User
Centred
Functional Qualities
Longitudinal, or serial, measurements of the same individuals over time are used to describe developments during
maturation and changes during ageing. Longitudinal studies are usually preferred to studies where people of different
ages are measured just once. This is because the experience
of development or ageing may not be the same in different
periods of time. For example, the maturation of children
in an environment that contains computers and television
is different from their maturation before these items were
Longitudinal analysis
Video ethno g r a p h y | 3 1
Output |
Visual Qualities
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interdisciplinary consensus
Direct observation
Task analysis
Co-designing
Input |
Further reading
Brun-Cottan, F. and Wall, P.,
Using Video to Re-Present the
User, Communications of the
ACM, 38 5 (1995) 61-71.
Suchman, L. and Trigg, R.,
Understanding Practice: Video
as a Medium for Reflection
and Design, in J. Greenbaum
and M. Kyng, eds., Design at
Work: Cooperative Design of
Computer Systems (Hillsdale,
NJ: Lawrence
User
Centred
Links
www.acm.org/pubs/articles/
journals/cacm/1995-38-5/
p61-brun-cottan/
p61-brun-cottan.pdf
Functional Qualities
18
The Methods Lab
Video ethnography
Shadowing | 3 4
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Output |
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Video ethnography
Direct observation
Input |
User
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Functional Qualities
UK
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Shadowing
Direct obse r v a t i o n | 3 6
Output |
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behavioural data
Video ethnography
Visual anthropology
Projective/visual research
Input |
Further reading
Stanton, N.A., Human Factors
in Consumer Products
(London: Taylor & Francis,
1998).
Stanton, N.A. and Young,
M., Is Utility in the Mind of
the Beholder? A Review of
Ergonomics Methods, Applied
Ergonomics, 291 (1998) 41-54.
Stanton, N.A. and Young, M.,
A Guide to Methodology in
Ergonomics: Designing for
User
Centred
Functional Qualities
Direct observation
Individual i n t e r v i e w s | 3 9
Output |
Visual Qualities
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Focus groups
Questionnaires/surveys
Opinion polls
Input |
Further reading
Gordon, W., Goodthinking: A
Guide to Qualitative Research
(NTC Publications, 1999).
Burns, C. Individual
Interviews in Robson, S.
and Foster, A., Qualitative
Research in Action (Edward
Arnold, 1989).
User
Centred
Functional Qualities
21
The Methods Lab
Individual interviews
Focus grou p s | 4 0
Output |
Visual Qualities
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Input |
Individual interviews
Direct observation
Conjoint techniques
Further reading
Links
User
Centred
www.useit.com/papers/
focusgroups.html
www.lboro.ac.uk/research/
husat/include/1-7-6.html
Functional Qualities
22
The Methods Lab
Focus groups
Conjoint te c h n i q u e s | 4 1
Output |
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Individual interviews
Direct observation
Focus groups
Links
Input |
dfca.larc.nasa.gov/dfc/ppt/
cjaB.html
www.sawtooth.com/pages/
art1.html
User
Centred
http://www.sawtooth.com/
pages/art1.html
Functional Qualities
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The Methods Lab
Conjoint techniques
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Presence M e t h o d s |
Sidsel B j r n e b y | User trial involvement
Presence M e t h o d s |
Roger Co l e m a n | User forums
useful to designers but does not deliver specific or quantified information. User forums should be used in conjunction with other methods that can deliver more specific information relevant to the project in hand.
Presence Methods
Presence M e t h o d s |
Tony Du n n e | Pseudo-documentary
Presence M e t h o d s |
Cecilia Laschi | Multi-discipline questionnaire
Presence Methods
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Presence M e t h o d s |
Elena Pa c e n t i | Ideal types user profiles
Presence M e t h o d s |
ones eye towards it.
The description may include tools (and media) inside the
space. (How powerful is a television in a living room?)
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The Methods Lab
Presence Methods
Sitges i 3 Me t h o d s |
Alessand r a A g o s t i n i | Participation in user activities
Punk research aims to give research back to the non-professionals. It takes its name from the 1970s punk movement
which was concerned with putting energy back into activities such as music-making which were perceived as having
become too staid.
This is a method of research where a group of people who
are filled with energy get together to create research ideas.
The fact that they are not so expert in their areas that what
they have to say has become bland is important.
The group must be able to undertake the basics of the
research themselves, but the main emphasis is on energy,
Sitg es i 3 Me t h o d s |
Lieselot t e v a n L e e u w e n | Wizard of Oz 2
The designer must decide what are the variants and invariants of autonomous behaviour. The question is with what
kind of agents a user wishes to interact. Answers will be
very different for particular user communities such as children.
In projects with children, this method proceeds to introduce
behavioural constraints in the form of rules of a game. For
example, a castle guard may only open or close the castle
drawbridge and not do anything else or a princess may only
converse with a bird.
Changing the constraints then allows a comparison of the
Sitges i 3 Methods
Sitg es i 3 Me t h o d s |
Alan Munro | Ethnography
Sitg es i 3 Me t h o d s |
Michael S m y t h | Storyboarding
Storyboarding is a technique for articulating ideas and concepts which in turn act as a common currency during the
design process. Sketching interface ideas has the advantage
of being rapid and easy to produce. It enables a number of
alternative ideas to be pursued, and can facilitate consideration of the problem in hand at a variety of depths.
The sketches can be shown to potential users and feedback obtained very rapidly. Such sketches can also act as a
resource articulating the history of a project.
30
The Methods Lab
Sitges i 3 Methods
Acknowledgement s |
In our effort to build an authoritative resource based on expert consensus, we have consulted many leading designers and researchers around
the world.
Our principal debt is to Alastair MacDonald of Glasgow School of Art
who first alerted us to the precursor of this Methods Lab, to Ewan
Duncan who assembled the original Methods Lab for IDEO, and to Bill
Moggridge of IDEO for allowing its publication and further development
here and on our web site, www.presenceweb.org. Our thanks go to all
those authors who have contributed Methods texts. In addition, the following have generously given their time in editorial steering meetings:
Alison Black, IDEO
Prue Bramwell-Davis, Royal College of Art
Stephen Brittain, Stocca
Julian Burton, London School of Economics
Charles Cooke, Aquaman
Gary Davis, Davis Associates
Suzie Duke, Gower Publishing
Bill Gaver, Royal College of Art
Rama Gheerawo, Helen Hamlyn Research Centre
Edito r s | H u g h A l d e r s e y - W i l l i a m s , J o h n B o u n d a n d R o g e r Co l e m a n
Contributor s |
Alison Black
Franoise Brun-Cottan
Colin Burns
Miriam Comber
James Fozard
Wendy Gordon
Susan Holder
Hannele Hypponen
Ed Matthews
Patricia Moore
Donald Norman
Denis OBrien
Siamack Salari
Neville Stanton
Robert Worcester
David Yelding