Probes and Participation Connor Graham Dept of Computing, Lancaster University, Lancaster, UK c.graham[at]lancs.ac.uk ABSTRACT This exploratory paper considers the relationship between methodological techniques and forms of user participation. Specifically our concern is to document the different kinds of participation that different sorts of ‘Probes’ - ‘Cultural Probes’, ‘Technology Probes’ etc - elicit, encourage and provoke. Analysis of the different kinds of participation invoked by Probes – imaginative, investigative, emotional, discursive, reactive, disruptive, reflective, and playful – may prove useful as heuristic devices guiding the selection and deployment of these methodological and design tools. Whilst there are further opportunities for new forms of participation through ‘Probing’, new concerns, challenges and risks have also emerged. Keywords Probes, participation, design INTRODUCTION Participative Design (PD) can be described in terms of a set of analytic and constructive commitments, commitments that can be understood as either moral/political or as methodological. As Blomberg and Kensing [1] point out, successful PD work requires: a perspective on the politics of design; on participation; and on methods, tools and techniques. PD is driven by a commitment to user participation and encompasses a conception of the user as a participant both in organizational life and any design process. Much of the debate about PD concerns exactly what kinds of participation might be entailed in design. The focus on participation also entails new methodological commitments involving working with users in coconstruction/co-realisation: rather than merely studying them. Whether PD has successful cracked the difficult nut of participation is open to question; Blomberg and Kensing (1998:173) argue: “In many P.D. projects it is not possible for all those affected by the design effort to fully participate. In these cases the choice of user participants and the form of participation must be carefully considered and negotiated with relevant organizational members, including management and the workers themselves.” In this paper we wish to explore the meaning of ‘participation’ in the design process through examples of participation in Probe deployments. There seems an assumption in the HCI and design communities that Probes are inherently participatory, but that the level of that participation varies in terms of control over the disclosure Mark Rouncefield Dept of Computing, Lancaster University, Lancaster, UK m.rouncefield[at]lancs.ac.uk of information, analysis and input into design in particular [1]. We believe this assumption is worth exploring in detail thus we consider how different kinds of probes provoke different participation with often quite different results. What is a probe? “…the name seemed right because it made multiple, simultaneous references:- to space probes returning data over time from far away- to medical probes poking into intimate nooks and crannies- to probes as devices to provoke reactions.” [Gaver personal communication] Probes have variously been described as: “Collections of evocative tasks meant to elicit inspirational responses from people” [6]; “materials…treated as resources facilitating cooperative analysis” [1]; “an instrument that is deployed to find out about the unknown – to hopefully return with some useful or interesting data” [10]; “an automatic recording device that is sent to unknown territories where human researchers cannot go, from where it collects samples, and sends these back to the researchers” [11]. While all these definitions may not involve embracing “a pervasive sense of uncertainty as positive values for design” [6], many do indeed involve “subjective engagement” and “empathetic interpretation” [ibid] of people in a technology design enterprise. These definitions also suggest that Probes involve: collecting (hopefully interesting, perhaps inspirational) responses from people; going into unknown, uncharted and difficult to reach research territory; and asking questions that both the researcher and researched generate answers to. Probes also have particular forms and affordances [10]. Finally Probes generate (auto)biographical accounts of individuals’ lives, making ‘the ordinary’ visible, assuming participants are the experts in their own lives, and thus supporting an ongoing dialogue between participants and designers [Error! Reference source not found.]. What is participation? Much of the discussion above alludes to ‘participation’ in some way: people respond to questions, generate accounts, make visible the ordinary, and engage in dialogue and conversation. However such discussion is also focused on data collection and analysis. Participatory Design actually involves ‘the user’ in the design process. There are additional, methodological concerns, of validity, generalization and ethics, with using Probes to encourage participation. For example, as Probes returns are highly individual, which individual’s returns should we take most seriously in the design process? How do we deal with needs and desires that will appear when new technologies are in place? Who do we involve in participation and how many of each group/person should be involved? Many of these questions are not new, but Probes bring these concerns into renewed focus. For example, if a participant feels empowered through Probe involvement but is not involved in any design decisions, is this empowerment? If a participant feels emancipated through describing their everyday life and is then involved in the design of a new technology that consumes much (unpaid) time, disrupts their life and possibly transforms it for the worse, how can this be regarded as emancipatory? What is design? Considering design is important to contextualise both participation and PD. Vetting Wolf et al. [14], describe a useful distinction between “engineering design” and “creative design” in terms of different practices and views on rigour which may well impact on participation in the design process. Engineering design is formalised, ‘objective’ and often defined in lexical terms, whereas creative design explores a ‘design space’ through subjective involvement by the designer and “a tight interplay between problem setting and problem solving” often through the use of real artifacts such as sketches and models. They also describe how both schools of ‘design’ involve rigour; “a repeatable process, of a consensual standard of quality, in use by a professional community of practice” that also invoke methodological issues for PD. where and in whose company. Finally there is a sense in which Gaver et al’s Probes are fun: they engage participants in playful participation. Informational Probes The Informational Probes [3], deployed at a residential care setting for former psychiatric hospital patients as part of the Digital Care Experience, were concerned with ‘getting at’ a setting where any disruption (through the implementation of new technology and even ethnographic work for example) had to be carefully considered – the care work at the setting could be endangered through poorly designed, unstable (although, perhaps, highly innovative) technology and processes and the informants themselves, quite understandably, were often reticent to have a analytical vivisection conducted on their everyday lives. Through the use of cameras, a scrapbook and a visitors’ book, people involved participated through investigating their own lives – describing their own rhythms and routines and in doing so providing an account of the ordinary detail of their lives. Technology Probes Since Bill Gaver and his colleagues developed ‘Cultural Probes’, they have been adopted and adapted. Here we consider Cultural Probes [3,5,6]; Informational Probes [1]; Technology Probes [10]; Mobile Probes [7]; Empathy Probes [11]; Domestic [13]; and even Urban Probes [12]. Technology probes were first used as part of the interLiving project. Technology probes, being intuitive and learnable artefacts minimally designed and embedded within the research setting, allow the capture of ethnographic style data (through logging) from within, while the same technology is appropriated and domesticated. For example, the messageProbe deployed in the interLiving Project enabled participants to communicate using digital Post-It notes in a zoomable space and also collected data concerning the kinds of messages that are exchanged across a distance between different family members at different times and with varying frequency. As well as being a placed artefact capturing the temporal and substantive nature of message exchange, the messageProbe was provocative or “different enough from commonly available technologies that they provoke families to consider how they do or don’t fit into their lives” [10]. In this deployment of Probes participants reacted to new technologies being placed in, and at times disrupting their lives. Yet these Probes supported playful interactions and also, due to their logging functionality, ensured participation was highly visible and recountable. Cultural Probes Domestic Probes KINDS OF PROBES Our initial discussion, we hope, has provoked some questions concerning what ‘participation’ actually means for individuals in the kinds of projects we involve them in and in the sorts of roles they have in those projects. Here we wish to consider different kinds of Probes and the various forms of ‘participation’ these varieties encourage. Cultural probes were deployed as part of the Presence Project [5] across three communities of older people (Bijlmer, a housing development in the Netherlands; Majorstua, a district in Oslo; and Peccioli a small village in near Pisa) to get at “people’s emotional, aesthetic, and experiential reactions to their environments, but in openended, provocative and oblique ways” [3]. These Cultural Probes involved imaginative participation through materials like a dream recorder: a repackaged digital memo-taker enabling participants to describe a vivid dream upon waking. They also involved investigative participation through media diaries for example that required them to record the various media they use, when, Although the probes deployed at the University of Melbourne [13] are labelled Domestic Probes in this paper, we acknowledge that this heading is somewhat artificial: they have aspects of Cultural, Informational and Empathy Probes. They have, indeed, been used in domestic settings. This particular kind of Probe was distinctive in that the probe data was analysed systematically to produce a descriptive model of intimacy and constituent themes, in contrast with other uses of Probe data. The analysis was also to inspire designs via design workshops involving research participants. The focus of these Probes was on investigation and reflection: diaries were used to record daily communication and interaction activities and catchphrase labels and postcards encouraged both reflection and the sending of images or short messages. In this deployment there was also an element of disruption: the process of investigating participants’ lives actually upset their normal routines [13]. Mobile Probes Mobile probes extend the notion of a Technology Probe. They combine the diary method, self-photography, the Experience Sampling Method and collaborative data analysis in order to document participants’ thoughts, feelings and actions while they are moving. They were deployed in collaboration with companies by the University of Art and Design at Helsinki in order to envisage new concept designs and to create “an empathic understanding between the study participants and the company designers” [7]. As well as the ‘traditional’ theme diary and disposable camera participants they used a camera phone running a Java application. This application set tasks, such as instructions for taking pictures (e.g. Take a picture of something credible), and asked questions to facilitate selfdocumentation through repeated daily questions: What was inspiring today? Why? Thus, these Probes were highly reflective and involved participants, through the phone application investigating and making visible their own lives as well as reacting to a new technology. Empathy Probes Empathy probes aimed to stretch notion that Probes sustained an ongoing dialogue between designers and participants. Mattelmäki & Battarbee [11] stress how these probes did not directly support ongoing product development (their client was a heart rate monitor manufacturer), but instead how they wanted “to experiment if the probes and the interview material as such could be used to find new points of view”. Participants were those who regularly exercised and who had medical conditions varying from headaches to serious heart conditions. This version of Probes, as well as including a diary and camera for ‘documentary’ and reflective purposes, engaged participants’ emotions through including stickers of cartoon faces and other illustrations to represent different emotions. The pack also asked open questions on illustrated cards regarding attitudes, experiences and emotions pertinent to heart rate monitor development. Participants also discussed Probe returns and participants used their imagination to assemble a collage describing their ideal wellbeing and exercising assistant. Urban Probes The most recent appropriation of Cultural Probes is probably the hardest to consider in terms of participation. This form of Probe aims to support radically innovative design in urban spaces through supporting urban inhabitants becoming “proactive in the evolving of and future design of our urban landscapes” [12]. The stated goal of this methodology is “to understand how our future fabric of digital wireless computing will influence, disrupt, expand, and be integrated into the social patterns existent within our public urban landscapes” (ibid). Urban Probes use observations to examine public spaces in detail – people, movement and actions. Then interventions, such as the lost postcard technique (involving the dropping of postcards in public places) and interviews are designed to disrupt this current context. Thus participants are only involved obliquely and in a discursive manner – in this version Probe participants have little autonomy. These interventions and subsequent interviews are designed to influence the design of a functional urban artifact. PROBES AND PARTICIPATION “Perhaps most important is that I deeply value the undermining of certainty we achieve with our probes. I also value the subversion of understood researcher-researchee relations. I like the possibility that people's responses include their aspirations and fears as well as their lived realities, and that they might lie to us or leave out stuff, and that's all explicitly understood and accepted and fair. I like that the probes reveal us as much as the people we give them to. I like that they are playful and rewarding, so we aren't just taking from volunteers but giving to them as well.” (Gaver, personal communication) Throughout all the versions of Probes described above there is a sense that these Probes are ‘uncertain’ – they require working out. There is also a sense that different kinds of Probes bring users to account to members differently: for example, probes that log everyday actions do this quite differently from those that require describing dreams. Each makes different forms of action and interaction visible and in different ways. We have argued elsewhere that Probes ‘work’ because they attempt to get at participants everyday lives and through a joint ‘working out’ and ‘assemblage’ involving both participants and researchers [Error! Reference source not found.] and there is clear evidence of a genuine attempt to engage participants in discursive participation in all versions with the exception of Urban Probes. Most forms of Probes involve investigative participation – when participants explore and examine aspects of their own lives. In doing so, participants engage in reflective participation – both in the standard sociological sense of becoming aware of actions and interactions and describing them in some way, and in the ethnomethodological sense of making actions accountable (as already noted). However, there is also evidence of different forms of participation. Cultural Probes emphasise imaginative and playful participation, engaging participants in activities that promote the use of aspects of their lives that are more ‘ludic’ and less goal-driven. Empathy Probes emphasise emotional participation, seeking out participants’ affective responses both to things in their everyday lives and new technologies. Both Technology Probes and Mobile Probes emphasise reactive participation and, to some extent, a change in participation or disruptive participation. Participants have to react to these new technologies placed in their lives and to the disruption to their existing routines that they enforce. There is also some evidence of this disruption in Domestic Probes as the deployments actually impinged on participants’ everyday routines. that ‘participation’ should perhaps now address more thoroughly. TOWARDS DESIGN 1. Blomberg, J. and Kensing, F. Participatory Design: Issues and Concerns. CSCW: The Journal of Collaborative Computing 7, 3-4 (1998), 167-185. Why use Probes? For many of us, Probe deployment is motivated by a desire to involve users and to move towards a design of some kind, and we are confronted with practical questions concerning what kinds of Probes to deploy. In this section we wish to suggest some critical questions for Probe selection and deployment. These questions are exploratory, require testing and have the primary purpose of informing Probe selection but also support some critical reflection on the level and type of participation of participants in the design process. Who is your user? This requires researchers to know something about individual users before both designing and deploying particular Probes. What kind of materials might s/he respond to? How much time has s/he got? What are their technical skills? This suggests that Probes work best after some initial understanding of individual users has been generated. How long will people be involved? This is closely related to the previous one and is essentially a question about time – is the Probe deployment a ‘one off’ or the start of an ongoing process of co-realisation [Error! Reference source not found.]? It also concerns the different kinds of involvement they may have over time – the next question. How will people participate? This question extends beyond the important practical details of how data is collected, shared and analysed. It also concerns the kind of participation expected – imaginative, investigative, emotional, discursive, reactive, disruptive, reflective, and/or playful? A key concern is how people’s lives will alter through the Probe deployment. What happens next? This question concerns what happens to the output of the Probe process and the tradition in which this output will be used – engineering, design or more ‘craft’-oriented. Consideration of these questions will facilitate, we contend, critical review of the objective of Probes in the broader research/design enterprise. Are they to support description of people? Are they to infer new research questions? Are they to directly support design? An ongoing opportunity and concern for Probe approaches is how much of people’s lives are now readily available (e.g. through Web search histories) for ‘probing’ and willingly put on display (e.g. through blogging) to support any Probe process. Thus, it seems, the threshold for initial involvement, if not full participation, has lowered. 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