Starting any project means we inevitably come across any number of articles that pertain to the topic or the themes that emerge from the research and synthesis.

Sometimes we’ll dedicate some time at the beginning to collect articles and summarize ’em, but more often we’ll just do a quick scan and opportunistically look for issues to inform our recruiting and planning for fieldwork.

Here’s what we’re reading now (and we’ll do a part 2 if and when we find more articles of interest):

• Kindle and the Future of Reading – Nicholson Baker in the New Yorker
  
• NPR Books: July 7, 2008 – “A challenge for amazon’s Kindle e-reader: how does it stand up to a visit to a pool?”
• Hotels Offering eBooks as Amenities – jk OnTheRun (also this from the same site)
• Amazon Taps Its Inner Apple – Adam L. Penenberg in Fast Company
  
• Barnes & Noble unveils largest ebookstore
• Some Thoughts on the Anthology – A Working Library
  

  Among the many complaints made about the shift from reading on paper to reading on screen, perhaps the most common-and most difficult to counter-is that we are moving from a medium that requires concentration to one that sows distraction into every syllable. This complaint assumes that the act of flitting from one reading to the next is necessarily inferior; but what if that were not always the case?

• Possible ou probable? – Video of a future scenario for the book itself
• Amazon’s Orwellian deletion of Kindle books- Boing Boing
• Universities Turn to Kindle Sometimes To Save Paper – NYT Green Inc. blog
• Jeff Bezos on NPR’s On Point
• NPR Books: June 26, 2008 – “Chinese fiction writers are using the Internet as a way to reach and entertain their readership”
• Comparison of eBook devices (also here)
• Devices from Wikipedia
  

  Prominent examples include:
  * Plastic Logic (2010)[8]
  * txtr by the German start-up txtr (to be presented in the Oct 2009 Frankfurt Book Fair)[9][10]
  * Cybook Opus by Bookeen (August 2009)
  * Readius foldable eBook reader by Polymer Vision (Will never release due to bankrupt)[11]
  * COOL-ER ereader by Interread (2009)
  * Digital Reader 1000 SW by iRex (2009)
  * Kindle 2 by Amazon (2009)
  * Sony Reader PRS-700 by Sony (2009)
  * Digital Reader 1000 by iRex (2008)
  * Sony Reader PRS-505 by Sony (2007/8)
  * Kindle by Amazon (2007)
  * Cybook Gen3 by Bookeen (2007)
  * Hanlin eReader by Jinke (distributed as “Lbook” in Estonia, Kazakhstan, Russia and Ukraine as “BeBook” in Europe; also distributed by Pixelar) (2007)
  * Wattpad (2006) for Mobile Java devices and other mobile phones
  * Sony Reader PRS-500 by Sony (2006)
  * iLiad by iRex (2006)
  * Librié by Sony (2004)

• iPhone as eReader – Lexcycle
  

  Lexcycle today announced that more than 2 million users have downloaded Stanza, the popular electronic book reader application for the Apple iPhone and iPod touch, since it was launched one year ago. Stanza’s award-winning reading experience, which features customizable formatting, searching, library management and over-the-air book downloads on demand, has led to more than 12 million book downloads.
  These milestones highlight that many people are quite comfortable reading full length books via Stanza on their iPhones and iPod touch.

• Is the iPhone the Ultimate eBook Reader? – ReadWriteWeb
• Why Apple’s iTouch Tablet Will Become Its Flagship Product – Seeking Alpha

• Paul Graham on the "social norm" problem with the Segway – This is a point I made in my interactions column "Some Different Approaches To Making Stuff" – Kamen is the genius who got it wrong, because he focused only on technology and not on culture and behavior.

  "The Segway hasn't delivered on its initial promise, to put it mildly. There are several reasons why, but one is that people don't want to be seen riding them. Someone riding a Segway looks like a dork.

  My friend Trevor Blackwell built his own Segway, which we called the Segwell. He also built a one-wheeled version, the Eunicycle, which looks exactly like a regular unicycle till you realize the rider isn't pedaling. He has ridden them both to downtown Mountain View to get coffee. When he rides the Eunicycle, people smile at him. But when he rides the Segwell, they shout abuse from their cars: "Too lazy to walk, ya fuckin homo?"

  Why do Segways provoke this reaction? The reason you look like a dork riding a Segway is that you look smug. You don't seem to be working hard enough."

• Like Nike+ for happiness, iPhone app is data collection for PhD thesis – "At repeated periods throughout the day you'll be pinged by your iPhone either by email or by SMS, and prompted to answer a short one-minute survey. This one asks how happy you are, what you're doing (yes, "making love" is an option, though hopefully it's an activity you'd prioritize over doing some science) whether you exercised recently, whether you're alone, who you're talking to and what you're thinking about." Essentially a "beeper study" but somehow a more viral story ("iPhone"!) than normal.
• 'True Blood' Beverage – "Inspired by HBO's hugely successful vampire drama series, True Blood, Omni Consumer Products struck a deal with the network's licensing division to releasing 'Tru Blood' the actual beverage..a drinkable product inspired by a beverage meant to taste like blood so that fake vampires from a pay-cable TV show can survive without having to resort to feasting on humans."

People always ask us, “how do you find the people for your projects?”

Figuring out how to identify appropriate people to interview for a project is all-important. For Reading Ahead, we know we need people who are active readers. What constitutes an “active reader?” We’re defining it as people who read books at least three times a week, in multiple locations. We want people who are engaged in the behavior at a level where they will have lots of experiences from which to draw. We also know that we want to look at how people’s behavior changes/doesn’t change/is supported by/is influenced when reading books in print vs. reading eBooks using a device.

When we have established the criteria for participating in the research, we typically use a specialized recruiting company to find people. We write a screener, which has a series of specific questions to identify people who meet our criteria.

Screener excerpt, Reading Ahead project, 2009

Finding the right people can be quite complex, and for some projects, we’ve written screeners that are more than 10 pages long. If we’re looking for people who do activities X and Y, in locations 1, 2, and 3, but have never done activity Z-well, you get the idea!

In this project, the criteria are simpler, and we’ll be doing our own recruiting. In fact, if you’re in the Bay Area and an avid reader or Kindle user, let us know and maybe we can talk with you!

Update: We put together a representative screener that is formal enough to be given to a recruiting firm, even though we aren’t doing that for Reading Ahead. You can download it here.

Liz Danzico of the School of Visual Arts MFA in Interaction Design asked several people to create a 30-second video response to this prompt:

So you’re thinking about becoming a designer? If I could tell you only *one thing* about going into the field, my advice would be ___________ .

The results are compiled here and are really fun. As you’d expect, everyone’s video looks different, everyone interpreted the question a little differently and everyone has different advice. It’s about 7 minutes of content across 15 or so videos and you’ll get a kick out of ’em and maybe even learn something. Check it out!

My submission is below:

• You Can't Innovate Like Apple (the best summary of Apple's approach to innovation/domination and why it's tough to replicate) – The point is not to go ask your customers what they want. If you ask that question in the formative stages, then you’re doing it wrong. The point is to go immerse yourself in their environment and ask lots of “why” questions until you have thoroughly explored the ins and outs of their decision making, needs, wants, and problems. At that point, you should be able to break their needs and the opportunities down into a few simple statements of truth.

  (via Joshua Porter)

We’re very excited here at Portigal Consulting to announce the start of a new self-funded project–Reading Ahead.

In Reading Ahead, we’ll be exploring the evolution of reading and books from a consumer perspective–what it means to be a reader, how artifacts from traditional books to devices like Amazon’s Kindle affect the experience, and what the future might hold for readers, product developers, and beyond.

Over the course of the project, we’ll be blogging both about how we work and what we see and learn.

Steve Portigal (left) and Dan Soltzberg, project kickoff, July 27, 2009

Understanding our client
One of the first steps in any project is figuring out what the project is really about. So the first piece of research we do is often focused on our client.

As we work with our clients to establish the scope and approach of a project, we also interview key stakeholders in their organization to better understand what they know and what they need to know. (This doesn’t always map to what they think they know and what they think they need to know, and it’s important to suss out the differences.) These interviews help us understand the dynamics of the team and the organizational culture.

In this case, we’re our own client, so we sat down and asked each other some fundamental questions

• What is it we want to know that we don’t know now?
  
• What are we going to do with what we learn?
  
• What are the people, places, things, behaviors, etc. that we think we want to focus on.
  
• How broadly or tightly do we want to draw the scope of the exploration (at least at the outset-this can change as the project moves forward). In this case, to what extent might we want to be looking at bigger categories like content, entertainment, free time?

The way we answer these project definition questions will have a huge affect on how the work unfolds. As in most projects, we’ll be looking for the sweet spot that is constrained enough to give the project a clear focus but open enough to leave room for the unexpected.

(originally published at Core77)

Subway ad for Suica, transit fare payment by mobile phone, Tokyo, 2008

Why Japan’s Smartphones Haven’t Gone Global is a toe-dip into the case study of factors that have limited export of Japan’s cutting-edge mobile phone innovations.

Yet Japan’s lack of global clout is all the more surprising because its cellphones set the pace in almost every industry innovation: e-mail capabilities in 1999, camera phones in 2000, third-generation networks in 2001, full music downloads in 2002, electronic payments in 2004 and digital TV in 2005.

Despite their advanced hardware, handsets here often have primitive, clunky interfaces. Because each handset model is designed with a customized user interface, development is time-consuming and expensive, said Tetsuzo Matsumoto, senior executive vice president at Softbank Mobile, a leading carrier. “Japan’s phones are all ‘handmade’ from scratch,” he said. “That’s reaching the limit.”

• Exercises in Style – 99 visual retellings of the same story – Matt Madden's visual version, where the same one-page story is told in graphic novel form 99 different ways.
• Exercises in Style – 99 retellings of the same story – Exercises in Style, written by Raymond Queneau is a collection of 99 retellings of the same story, each in a different style. In each, the narrator gets on the "S" bus (now no. 84), witnesses an altercation between a man (a zazou) with a long neck and funny hat and another passenger, and then sees the same person two hours later at the Gare St-Lazare getting advice on adding a button to his overcoat.
• Wally Wood’s 22 Panels That Always Work – "Wood created this piece not for others, but as a reminder to himself to not become bogged down in unproductive eddies" – like Oblique Strategies or McLuhan's Distant Early Warning Cards, this is another go-to set of tools for a creative problem (in this case, how for comic illustrators to present information in different ways)
  (via waxy)

• Shudder: Ford is using "Invented characters" to get everyone on the same page – Antonella is the personification of a profile created from demographic research about the Fiesta’s target customer, said Moray Callum, executive director of Ford Americas design.

  Ford is using characters like Antonella to bring a human element to the dry statistical research drawn from polls and interviews. Based on psychological profiles, these characters are a more modern version of the “theme boards” that designers once covered with snapshots and swatches of material to inspire a design. They are also like avatars, those invented characters used in online games and forums to symbolize a participant’s personality.

  “Personalizing gives context to the information we have. Sometimes the target demographics are difficult to relate to by, say, a 35-year-old male designer.

  “We found in the past that if they didn’t understand the buyer, designers would just go off and design something for themselves,” he added.

• All of the highbrow talent lavished on lowbrow fare – Frank Bruni riffs on shifting trends in food and tastes as informed (or exacerbated) by the Internet's power to bestow a laser-like focus on the details of the details. Cupcakes, donuts, hot dogs, hamburgers, but what does it all mean?

Yesterday’s NYT article about Ford using personas raised one of my big concerns about the process, where a design process artifact becomes (inappropriately) a marketing artifact.

The designers imagined her life in detail in a video, “A Day in the Life of Natasha.” Several human models were screen-tested before one, who looks vaguely like Audrey Hepburn, was chosen to appear in the video. The video was also convenient for explaining the car to the press and public.

Here’s an egregious example of persona-think gone mad: In the “Intel Process Personalities” contest, they put forth a number of personas
and asked online readers “What kind of PC junkie are you?” and “What superhero powers would your ideal notebook PC have?” People submitted their answers online and a six were chosen to be profiled in followup advertising. Here’s one:

Five other real people are similarly profiled in the 3-page ad.

It’s just disturbing to see corporations decide that there are 6 mutually exclusive customer types and ask people then to identify themselves as a Frequent Flyer, a Cafe King, or (yecccchhhh) The Multimedia Monkey. I don’t aspire to be any of those characters. While I may have a set of needs, behaviors, and preferences that align me with other folks, it’s audacious of the company to set up categories and ask me to fit myself into them. And when it’s as ham-fistedly awkward as this (i.e., The Blogger is involved in “posting timely twitters updates”) it’s even more insulting.

Now, this is marketing, not user research, but it’s bringing in user research as semiotics in a way that devalues the real work of researchers and participants. “What superhero powers would your ideal notebook PC have?” is a great question in participatory design, but smug as part of a contest.

Kudos to Intel to using real people in these profiles (admittedly, I assumed they were fake until I read the fine print) but shame on Intel for exposing their patronizing “segmentation” and offering goods in exchange for people identifying themselves within those caricatures.

For more anti-persona ranting, we’re happy to pass along the now-classic interactions column Persona Non Grata upon request.