Participatory Design — Scandinavian tradition Tone Bratteteig, February 6., 2002 Feb. 6 2002 -- IN364 Tone Bratteteig “Participatory design — Scandinavian tradition” A) Systems Development Approaches readings: • Ehn • Bansler • Lyytinen & Iivari + Bødker, Kensing & Simonsen 1 Florence • aimed to build an information system • for nurses • based on nursing as a profession and as work • SYDPOL (SYstem Development environment and Profession Oriented Languages) • as co-designers and decision makers • mutual learning • techniques for user participation in design • focus: profession, organization, work place Bjerknes & Bratteteig, 1987 • with nurses Feb. 6 2002 -- IN364 Tone Bratteteig “Participatory design — Scandinavian tradition” (1983-1987) 2 Tone Bratteteig “Participatory design — Scandinavian tradition” Feb. 6 2002 -- IN364 allergi diagnose navn 501-1 ... allergi diagnose navn 501-2 ... z y x team ... allergi diagnose navn 508 ... yy xx medisin oppgave ... allergi diagnose navn 510 ... allergi diagnose navn 512-2 ... allergi diagnose navn 512-1 The Work Sheet System (the Florence pilot system) ... 3 Mutual learning: Bratteteig, 1997 • Observations vs. interviews • Work practice is personal and situated. Is practice more “correct” than standard routines? Feb. 6 2002 -- IN364 Tone Bratteteig “Participatory design — Scandinavian tradition” Nurses don’t do what they say that they do 4 Mutual learning: Bratteteig, 1997 • Learning by experiencing mistakes (trial & error) • Mutual learning is based on a willingness to listen • but the ability to listen is in turn based on knowledge. Feb. 6 2002 -- IN364 Tone Bratteteig “Participatory design — Scandinavian tradition” Our nurses refused our prototype 5 Mutual learning: Bratteteig, 1997 • Mutual respect goes both ways, the balance is difficult • The mutuality can be difficult to communicate if the differences between traditions and cultures are large Feb. 6 2002 -- IN364 Tone Bratteteig “Participatory design — Scandinavian tradition” Nurses’ acknowledgement of informaticians 6 Mutual learning: • • • • Feb. 6 2002 -- IN364 Tone Bratteteig “Participatory design — Scandinavian tradition” Our nurses were responsible for training Sharing of rights and duties in the project The nurses responsible for introducing the pilot system including training their colleagues in using the system The introduction was smooth and utilized characteristics of the work organization that we did not think of. 7 Mutual learning: Feb. 6 2002 -- IN364 Tone Bratteteig “Participatory design — Scandinavian tradition” Our nurses designed the pilot system • After “mutual learning” the nurses worked out a list of suggestions for computer system support in their work • We all agreed on their #1, then they made a design sketch • The learning provided them with technological fantasy • The design sketch was very well suited for communicating about the system and its functionality 8 Mutual learning: Feb. 6 2002 -- IN364 Tone Bratteteig “Participatory design — Scandinavian tradition” Who are the designers? • Our nurses decided on the design • because we, the researchers in the project, gave them the power to do so • Giving away power to decide on the design was difficult for us as researchers and as informaticians • Both roles imply possible differences—and even conflicts—with the ways that nurses evaluate computer systems: • Nurses like simple and well-functioning systems that everybody can learn—technical brilliance or utilization of the latest technologies is of less interest. 9 (Some) Research projects • with Norwegian Computing Centre (Nygaard, Bergo) • results: data agreements (Viking Askim 1973), text books, training ++ • DEMOS (1975-1979): DEMOkratiske Styringssystemer • Ehn & Sandberg, negotiations (”Företagsstyrning och löntagermakt”) • DUE (1977-1980): Demokrati, Udvikling og Edb • UTOPIA (1981-1984): Utbildildning, Teknik, och Produkt I Arbetskvalitetsperspektiv • Ehn, Kyng, Sundblad, Bødker: trade unions (graphical workers), tools • Florence (1983-1987): <nursing profession: Florence Nightingale> • Nygaard, Bjerknes, Bratteteig, Kaasbøll, Sannes, Sinding-Larsen: profession, work place (organization), use context • SYDPOL (SYstem Development environment and Profession Oriented Languages: 1982-1988) Bjerknes & Bratteteig, 1995 Ehn, 1991 • Kyng, Mathiassen: trade unions, education (DUE kursus) Feb. 6 2002 -- IN364 Tone Bratteteig “Participatory design — Scandinavian tradition” • NJMF (1971-1973): Norsk Jern- og MetallarbeiderForbund 10 +++ Bjerknes & Bratteteig, 1995 • MARS (1984-1987): Metodiske Arbejdsformer i Systemudvikling • Andersen, Kensing, Lassen, Lundin, Mathiassen, MunkMadsen, Sørgaard: systems development as work & practice, professionalization of systems development (theory indep. of methodology) • FIRE (1992-1994): Functional Integration through REdesign • Bjerknes, Bratteteig, Braa, Kaasbøll, Smørdal, Øgrim: use & development contexts, organization Feb. 6 2002 -- IN364 Tone Bratteteig “Participatory design — Scandinavian tradition” (Some more) Research projects 11 ”The Scandinavian approach” organization as a whole situation the LO/NAF Cooperation projects Integration and redesign (FIRE) NJMF special interest groups DUE DEMOS Cooperative UTOPIA design Bjerknes & Bratteteig, 1995 florence Feb. 6 2002 -- IN364 Tone Bratteteig “Participatory design — Scandinavian tradition” institution 12 levels of action: 1) work situation • NJMF, DUE, DEMOS, Florence, Cooperative design 2) work place • SocioTechnique, FIRE 3) inter-organizational relations • between org.: EDI • between interest groups: UTOPIA; Florence Feb. 6 2002 -- IN364 Tone Bratteteig “Participatory design — Scandinavian tradition” Strategies for user participation 4) work life • legislation; NJMF, DUE, DEMOS 13 Bansler on SD research traditions: engineering, cybernetics, technology optimism: systems thinking Langefors (60’s): infology≈ >ISAC 2) sosio-technical human factors, psycho-social work environment, balance technical—social system: systems thinking, analysis of variances Thorsrud (LO/NAF; 60/70’s), UK: ETHICS, ≈ SSM politically based critique, alternative solutions, trade unions, technology as tool (autonomy & control): critical & political philosophy, studies of use (and development) Nygaard (70’s): social science methods / theories, techniques for SD as a social work process Bansler, 1989 3) critical Feb. 6 2002 -- IN364 Tone Bratteteig “Participatory design — Scandinavian tradition” 1) system theoretical 14 1. infological approach 2. formal approaches 3. socio-technical approach 4. trade unionist approach 5. socio-cybernetic approach 6. language action approach 7. professional work practice approach 8. object-oriented approaches 9. activity theory approach 10. structuration theory approach Iivari & Lyytinen, 1998 Feb. 6 2002 -- IN364 Tone Bratteteig “Participatory design — Scandinavian tradition” Iivari & Lyytinen [1998] 15 infology socio-technics sociocybernetics dialectics/critical theory trade union prof. SD work Feb. 6 2002 -- IN364 Tone Bratteteig “Participatory design — Scandinavian tradition” systems thinking 16 infology socio-technics sociocybernetics Feb. 6 2002 -- IN364 Tone Bratteteig “Participatory design — Scandinavian tradition” systems thinking formal: CASE dialectics/critical theory trade union prof. SD work objectorient. 17 infology socio-technics sociocybernetics Feb. 6 2002 -- IN364 Tone Bratteteig “Participatory design — Scandinavian tradition” systems thinking dialectics/critical theory trade union prof. SD work objectorient. formal: CASE language action activity theory 18 infology socio-technics sociocybernetics Feb. 6 2002 -- IN364 Tone Bratteteig “Participatory design — Scandinavian tradition” systems thinking dialectics/critical theory trade union ) n o i adit r t l r se s u H ( y y h r p o o e s h o t l i n o ph i t a r language action ctu activity theory stru formal: CASE prof. SD work objectorient. 19 DEMOS (1975-79): DEMOkratiske Styringssystemer • interdisciplinary team, 4 enterprises UTOPIA (1981-84): Utbildn., Teknik, och Produkt I Arbetskval.perspektiv • graphical workers’ trade unions in Scandinavia • the tool perspective Philosophical foundation for skill-based participatory design • Dreyfus; Winograd & Flores (Heidegger and Gadamer) • Wittgenstein • language games • Polanyi • tacit knowledge ⇒ design as a learning process ⇒ design as creation of language-games ⇒ system descr. for discussion ⇒ design-by-doing Ehn 1993 • language as action Feb. 6 2002 -- IN364 Tone Bratteteig “Participatory design — Scandinavian tradition” Ehn [1993]: design for democracy at work 20 Scandinavian approach to • user participation in systems development • co-designers • SD as organizational, technical, human change process is different from • participatory design Feb. 6 2002 -- IN364 Tone Bratteteig “Participatory design — Scandinavian tradition” User participation and Participatory design USA based • in software production • HCI (Human Computer Interaction) • participative design / development UK/ Australia • development of local communities (not technical) 21 • • • • • • • Feb. 6 2002 -- IN364 Tone Bratteteig “Participatory design — Scandinavian tradition” Scandinavian culture rich social democracies, relatively small use technology to a large extent, very fast diffusion small and medium sized organizations equity and equal rights very important democratic work life (employees repr. in boards etc.) high percentage of trade union membership (increasing) protestant ethics Boland [1998]: • nature • equality • irony 22 • respect for the user as an expert in his/her own work • physical and social-psycological work environment important for health and productivity — ”glade griser smaker best” ≈ ”happy pigs taste better” Feb. 6 2002 -- IN364 Tone Bratteteig “Participatory design — Scandinavian tradition” Scandinavian characteristics • worries about • the quality of the system (the toolness) • uncertainties connected to use and implementation (introduction) 23 • conflict – harmony as strategy for development • politics – ethics how do we regulate quality process and product • control of the product – continuous change and learning perspective on systems development implemented in methods and methodologies Feb. 6 2002 -- IN364 Tone Bratteteig “Participatory design — Scandinavian tradition” and some differences within ”the Scandinavian approach” 24 • is established as valuable (techn./practic. & politic.) • theory differs from praxis • degrees of involvement Scandinavian characteristics: • democratic work life • respect for users’ expertice • vary with respect to politics and interdisciplinarity Feb. 6 2002 -- IN364 Tone Bratteteig “Participatory design — Scandinavian tradition” User participation in systems development ⇒ users participate in many phases of systems development, as co-designers Challenges: def. systems developm. + arena & degree of involvement 25 FIRE (Functional Integration through REdesign) • design pronciples, techniques and guide lines for redesign of IT-based systems in a way that makes the systems functionally integrated for (groups of) users • FI: when using several systems: to experience the use of the systems as a whole, integration problems • RE: systems development as continuous, planned redesign of systems in a context • focus: organization, use & development context Bratteteig et al., 1992 Feb. 6 2002 -- IN364 Tone Bratteteig “Participatory design — Scandinavian tradition” (1992-1994) 26 Tone Bratteteig “Participatory design — Scandinavian tradition” Feb. 6 2002 -- IN364 $ FIR E FIRE: Organization ⇔ technology • arbeidsoppgaver • brukergrensesnitt • funksjonalitet basis SW&HW • arkitektur • • 27