Ethnographic Techniques

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An Investigation into
Web Site Design Practice
Mark Newman
March 16, 1999
U. C. Berkeley InfoSys 213
http://guir.berkeley.edu
Outline
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•
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Motivation
Methodology
Overview of Investigation
Design process
– Artifacts
• Sketching
• Implications for Design Tool
Motivation
• Interested in informal interfaces
– allow natural modes of input
• speaking, writing, sketching, gesturing
– allow preservation of intended ambiguity
• Web design is a good testbed
– “creative” activity
– relatively new area of design
– many designers sketch on paper
Learning About Web Design
• Read published literature?
– mostly prescriptive, not descriptive
– little focus on process or early design
• mostly tricks-of-the-trade, rules-of-thumb
• Go to the source
– interact directly with professional
designers, to learn what they do
– take an ethnographic approach
An “Ethnographic Approach”?
• Ethnography originated in anthropology to
study “exotic” cultures
– Over time, applied to cultures “closer to home”
• Not a method, but an approach based on
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natural settings
holism
representing members’ point of view
descriptiveness
(Blomberg, 1993)
“Classic” Ethnography
Ethnography and HCI
• More recently, growing interest in applying
ethnography to system design
– e.g. Hughes, et al. air traffic controllers study
Ethnography and HCI
• Not easy to merge ethnography with
design
– time & market pressures
– engineers & qualitative data?
• Various techniques have emerged
– “Quick-and-dirty” Ethnography
– Contextual Inquiry
– Video Re-presentation
... inspired by ethnography
Overview of Investigation
• Field visits to four companies
– three design firms
– one design department of web “portal”
– in addition: two independent consultants
• In situ interviews with designers
– placed focus on specific projects
• Collection of artifacts
– used artifacts to frame discussion
Who They Were
• 11 interviews total
• Training & Education
– 7 graphic design, 2 computer science,
1 cognitive science, 1 other
• Current responsibilities
– 4 graphic design, 3 UI design, 4 hybrid
• Professional experience
– 7 had < 5 years experience
– others 8, 10, 20+
“Results” (Observations)
• Design specialties
– different dimensions of “web design”
– how they are related
• Design process
– focus on artifacts and activities
performed at different stages
Design Specialties
• Information design
– structure, categories of
information
• Navigation design
– interaction with
information structure
• Graphic design
– visual presentation of
information and
navigation (color,
typography, etc.)
Design Specialties
• Information
Architecture
– includes management
and more responsibility
for content
• User Interface Design
– includes testing and
evaluation
Relationship of Design
Specialties in Organizations
• Specialists vs. Generalists
– UI design & info arch vs. graphic design
– no specialization at smaller firms
• Information & navigation design often
done before graphic design
– (with one exception)
The Design Process
• Several published accounts exist
– But little agreed upon terminology
• “Official” process structures work
and communication
– Defines a set of deliverables (artifacts)
– However, “everything is custom”
• Process is malleable
• I will use design process as a
framework for presentation
Web Site Development Process
(from Fleming, J. Web Navigation: Designing the User Experience. O’ Reilly. 1998)
Web Site Design Process
Web Site Design Process
Discovery
Conceptualization
Preliminary Design
Design
Implementation
Design Process: Discovery
Discovery
Conceptualization
Preliminary Design
Design
Implementation
Assess needs
– understand client’s
expectations
– determine scope of
project
– characteristics of
users
Design Process: Discovery
• Activities
– Review materials provided by client
• Existing versions of products/sites
• Other documents
– Competitive analysis
– Collect data from users: interviewing,
task analysis, etc.
• Deliverables
– Written reports
– Presentations
Design Process: Discovery
(information design)
Design Process: Conceptualization
Discovery
Conceptualization
Preliminary Design
Design
Implementation
Begin defining site
– Take results from
discovery and
visualize solutions
– Early information
design
Design Process: Conceptualization
• Activities
– Brainstorming (collaborative & solo)
– Sketching ideas (collaborative & solo)
– Defining site structure
• Deliverables
– Site maps
– Written reports
– Presentations
Design Process: Conceptualization
(information design: site map)
(information design: site map + navigation)
Design Process: Conceptualization
(information design: site map)
Design Process: Conceptualization
(information design: site map)
Design Process: Preliminary Design
Discovery
Conceptualization
Preliminary Design
Design
Implementation
Generate multiple (35) designs
– one will be selected
for development
– navigation design
– early graphic design
Design Process: Preliminary Design
• Activities
– Sketching designs
– Creating mock-ups
– Quick and rough
• Deliverables
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Schematics (a.k.a. templates)
Site maps
Mock-ups
Presentations
Design Process: Preliminary Design
(information/navigation design: schematic)
Design Process: Preliminary Design
(information/navigation design: schematic)
Design Process: Preliminary Design
(navigation design: storyboard)
Design Process: Design
Discovery
Conceptualization
Preliminary Design
Design
Implementation
Develop the design
– Design is selected
in previous stage
– Increasing level of
detail
– Iterate on design
Design Process: Design
Discovery
Conceptualization
Iteration
Design
Evaluate
Preliminary Design
Design
Implementation
Prototype
• iteration at the level of
development process
• And within design stage
Design Process: Design
• Activities
– Creating and refining mock-ups
– Graphic design very active
– Prototyping
• Deliverables
– Mock-ups
– Prototypes (HTML, Director)
– Presentations
Design Process: Design
(graphic design: mock-up)
Design Process: Implementation
Discovery
Conceptualization
Preliminary Design
Design
Implementation
• Prepare design for
handoff
– Create final
deliverable
– Specifications and
prototypes
– As much detail as
possible
Design Process: Implementation
• Activities
– Create final deliverables
– Prepare specifications and guidelines
– Prepare prototypes
• Deliverables
– Specifications/Guidelines
• written or interactive
– Prototypes (HTML, Director)
– Presentations
Design Process: Implementation
(interactive specification)
Design Process: Hand off
• Project is handed off to engineers/programmers who will
implement the site
• There may or may not be direct communication between the
designers and programmers
Duration of design phases
Discovery
1-2 weeks
Conceptualization
Preliminary Design
1-2 weeks
Design
6-8 weeks
Implementation
2-3 weeks
(this varies wildly)
Dimensions of Communication
Designer
Designer
Client
Team Member
Designer
Designer
Implementor
Self
How Sketching Is Used
• All designers interviewed sketch
– Most of them downplay their sketches
– Not inclined to show sketches to
outsiders
• Early conversion to electronic form
– Most of them “used to do it more”
– Once electronic, never go back
• Collaborative sketching
– Paper is portable and easy to share
Sketching: Information / Navigation
Navigation Design
Graphic Design
Another Use for Paper
(print-outs are shared and annotated )
Implications for Design
• Confirmation of informal approach
• Better understanding of context
– support preliminary design phase
– support information/navigation design
• Less emphasis on transformation and
specification, more on expression
Implications for Design
• Support creation of specific artifacts
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schematics
site maps
prototypes
walkthroughs/presentations?
• Integration with other media, input
modes (i.e. paper, existing tools)
... and more: still exploring the data
Questions and Feedback
http://guir.berkeley.edu
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