Here’s a story about a very challenging participant, from Daria Loi who works as UX Innovation Manager at Intel.

About five years ago a colleague and I traveled to Sweden, Indonesia and PRC for a study of storage practices in homes. We were particularly interested in observing everyday activities related to the “stuff” one owns, like clustering, archiving, organizing, disposing, sharing, holding, recycling and so on. The goal was to gather useful insights from the analog world to better understand how people might deal with data in the digital one.

In each city we recruited a number of participants to be interviewed twice and to complete a cultural probe during the week between the interviews. The first interview (about 3 hours) started by focusing on baseline data for the first 60-90 minutes, and then shifted to a home tour in which we would go room by room, observing the environment and asking questions arising from what we noticed or from what the participant indicated during the baseline interview. During this part of the first interview we would often find ourselves opening drawers, cupboards, wardrobes and the like, with participants’ permission of course.

There is nothing more fascinating than seeing what people do with their stuff. To some extent you see yourself and your own behaviors in action, and in other cases you have to be prepared to find the most obscure things in those drawers – so obscure than even their owners are perplexed when they rediscover them!

I have fond memories of a young and bright Swedish woman laughing with puzzled surprise when she discovered the enormous amount of candles she managed to accumulate and that all those candles were in the same drawer as a flyswatter she did not recall owning. I still giggle when I think of a beautiful Indonesian family taking us in their storage room, to discover they had 6-7 identical broken appliances. I still remember the puzzlement of the husband, trying to work out how on earth that accumulation happened. And again, I always smile with affection and admiration when I think of a Chinese painter and his lovely wife showing us their feng-shui based order of things.

During this quite long study (a bit more than two weeks in the field for each country, long for corporate research) one of many adventures is about a Chengdu-based participant, who my anthropologist colleague has since always referred to as “the interviewee from hell.”

It all starts in the morning at 9 am; the first interview for that day. We ring the bell of an apartment, but no response. After a few minutes we try again, but still nothing. We start feeling edgy as we do not want to be culturally inappropriate or pushy. Yet suddenly the door opens to reveal a young pajama-covered woman with puffy eyes who is evidently just out of bed.

The young lady, which here will remain of course unnamed, looks at us evidently annoyed, flashing “how dare you to wake me up” eyes, and asks us what we want. The translator explains we are there for the interview and she tells us she’s pretty sure we are one day early.

My colleague and I begin thinking of ways to accommodate her interview another day but the participant let us in – even though we fear this is not the best premise for the best interview.

After the usual preambles and consent form sign-offs, we set up our video gear and proceed with the first part of the interview. I should have immediately realized something was off when I saw the participant clutching to her mobile phone with great intimacy – the glued-on-my-body type of intimacy. But no, her behavior did not immediately ring the “this is going to be a disaster” bell and I let my colleague start with the interview, while I start my picture/video taking activity.

There is something rather cool about framing another human being through a camera. You observe little details even more deeply. And now, all the little details immediately ring the infamous “this is

going to be a disaster interview” bell. For the rest of the interview the following occurs over and over again:

1. Colleague asks a question while participant checks her phone (text, emails, internet)
2. Participant responds with “yes”, “no” and “hmm-I think so” type of answers
3. Colleague’s face changes color into a subtle pink tending to a gentle red
4. Participant continues checking her phone, rarely looking up or even acknowledging someone is asking her questions
5. Another round of question and yes/no answers follows
6. Colleague face increasingly changes shades till she looks like a pepper

This loop goes on and on as I take pictures of-er-participant checking her phone, while my colleague is about to expel her bile on the carpet in front of her. After a while we try to send a subliminal message by asking whether she would prefer to meet another time since she seems busy (read: distracted and totally unengaged). The young lady looks at us (finally!) and says “No, it’s fine. Let’s do it now” (read: this is tedious already, I am already upset you interrupted my beauty sleep, so let’s get over and done with it).

So…we go on. After a while as this situation continues I start having the giggles. I typically try to see the best in any situation so I find myself firstly intrigued by how limitless this somewhat dysfunctional situation is, then amazed by how upset my usually calm and controlled colleague can get. Eventually I was tempted to suggest we refocus the interview on her mobile phone usage, since that is evidently her passion.

My thinking was to make the best of the time, opportunistically refocus the interview to a totally different topic even if not helping our project. I wanted to use our time to learn something useful instead of pushing a cart into an evidently void-of-usefulness corner. Ultimately we’d have some use for data on mobile phone attraction, right?

Anyway, the rest of the interview continues on the same lines, with the exception of the home tour part, where my pictures are not of a user handling her phone while on a couch, but those of shoulders hunched on a phone. During the tour, the verbal part of the interview shifts from yes/no answers to a number of grunts and monosyllables. The red pepper is teary at this stage (or maybe it’s all that eye rolling that produces those tears?)

After three hours we finally leave. As the door closes I seriously think my colleague will either burst into tears, have a meltdown or light the apartment building on fire. She instead keeps her cool, aside from a few colorful words that I won’t put in writing.

But the fun part is not yet over, because of course after a week we have a second interview scheduled!

The second interview is definitely much more colorful: instead of taking pictures of a participant and her phone, I manage to take pictures of serious multitasking in action: send texts and check your social network on the phone with the left hand while checking the stock exchange on the laptop with the right hand. And do not forget the yes/no/grunt answers and minimal level of auditory attention paid to my frustrated colleague.

If now you were to ask me: what did you learn from this participant, Daria? I will tell you: lots.

Yet the real question is: did I learn anything useful for our project? Not a thing.

Regardless, she gave me a good story to share, I will never forget her and I seriously learned a great deal about human thresholds.

People Like Us was a mockumentary that ran on BBC radio in the late 90s before becoming a TV show. The radio shows are hilarious and a great illustration of what can and does go wrong in fieldwork. Each episode is essentially a total War Story.

The shows follow a hapless reporter, Roy Mallard, investigating the lives and work of ordinary people: a bank manager, an artist, a stay-at-home mom, an actor and so on. Things go awry: despite being married (Really? You?) he finds himself awkwardly attracted to an interviewee, only to realize that another interviewee is her bitter ex-boyfriend. He’s a passenger in a recklessly driven car. He’s witness to firings, incompetency, violence, relationship hassles. He trips, drops things, is sneezed upon, breaks a washing machine, and more.

At the same time, his attempts to interview people and get to the heart of what their lives are about are thwarted. If not by circumstances, then by the inarticulateness of his interviewees, or by their sheer misinterpretation of his questions (e.g., Q: You’ve been here for a long time. What kind of things have changed? A: My hair.)

People Like Us manages to be completely absurd yet with an eye-rolling kind of truth that any user researcher (and journalist, I imagine) will identify with.

The radio series has been posted to YouTube and I’m embedding all the episodes as a playlist below. Check ’em out and let me know what you think.

It’s Monday after a holiday weekend. Whoah.

• Today we begin fieldwork! We’ve been revising the field guide, developing materials, prepping incentives and release forms, collecting homework exercises, coordinating schedules, parking lots, and meeting locations, and today it all starts. Our whole week is primarily dedicated to completing this round of in-home interviews. We’ll be looking at how people live now and how they want to live in the future. Broad enough for you?
• The UXPA has just posted Stick to the Knitting, my invited editorial for the Journal of Usability Studies. I challenge designers – especially those involved with technology – to return to the still-unsolved problems that we originally set out to address.
• What we’re consuming: Gorilla Barbecue, The Queen of Versailles, Nina Conti.

Sharon Cartwright, a consultant with Optimal Experience, shares her story about uncovering context.

We were surprised that Anna wasn’t at home when we arrived at her house. We could see through the lounge windows that the house was empty of furniture and personal belongings, adding further to the intrigue. We had followed our usual protocol of sending an email confirmation clearly stating the time of the research session and Anna had been called the day before to confirm.

We decided to try calling Anna. She picked up our call as she was coming up her driveway. She was running late and seemed a bit agitated, telling us that she had locked herself out an hour earlier. She was just moving into this house and didn’t have a spare key yet. She’d decided, in the interest of proceeding, that she was going to smash a window to get in and had just called around to her brother’s house to pick up the appropriate tools.

Anna seemed like a practical woman, and smashing her front door window didn’t seem to daunt her. I indicated that there was no need to take such drastic action for our sakes. But she was adamant and was soon taking a hammer to the glass panel in the kitchen door.

Once inside, Anna, myself and the client (who’d come along for the ride) began the clean-up. I manned the vacuum cleaner and mused over the start to the session. There is something bonding about a shared clean-up!

We were there to observe Anna set up wireless broadband. On a good day the process wasn’t straightforward; we had already seen several participants struggle through it. Over the next two hours we observed Anna encountering several technical issues with hardware and software. She managed to resolve some issues on her own. Many times she resorted to calling the contact centre, although their advice was mixed – sometimes helping Anna, sometimes complicating matters.

We had scheduled the session for 1.5 hours expecting this to be sufficient, but many sessions – including Anna’s – extended over this. After two hours Anna had not succeeded in setting up her wireless broadband connection. Unable to stay any longer, we were disappointed to leave without seeing Anna ultimately succeed. We wished her luck, as she was clearly going to need it.

During the two hours Anna revealed a few things to us. Her long-term relationship had recently ended, explaining her move to Auckland. She was also looking for work. Her ex-partner’s teenage son had generally taken the lead on the technology front in their home, and it was dawning on her that this was now her role.

With the significant life stresses she was facing it was hard to watch her struggle through a technology set-up that should have been easier, dare I say simple. While we learned that setting up wireless internet often happens during a time of stress, as it’s one task of many when you move house, I felt for Anna and the difficult time she was going through.

Senior strategist Elysa Soffer heads into the field where an adventure in building rapport awaits.

She’s Caucasian, 75 years old, retired, married with 2 grown kids, lives in Berkeley, and cleans her floors 2 – 4 times a week. This woman fits our qualifications as a participant for our research study. But you never know who you might be talking to and how best to get them to open up to you-a stranger entering their home.

Two of us spent a few hours interviewing this woman in her home for a floor cleaning study. We asked warm-up questions about her and her household. She mentioned that she was a writer and lived there with her husband. She showed us around her house, and pointed out the rooms where she spends the most time cleaning floors.

During the next part of the interview, she demonstrated her cleaning process and we asked her to test a few prototypes we brought along. She showed us everything from how she stores her tools, cleans, and puts everything away. It was as simple as that.

This was one of the last in-home interviews out of about a dozen conducted for this project. It went just as smoothly as the previous ones. We felt like we gathered insights. So, we asked our wrap-up questions and packed up. Once the video camera and recorder were off, we made small talk while heading to the door.

My research partner stopped next to the door to look at a handmade shrine-like structure sitting on a tchotchke shelf. It was made out of bones! Not fake Halloween-decoration bones, but real human-looking bones. We couldn’t resist, we had to ask.

The woman’s face lit up, and she was excited to tell us the story about her adventures visiting a tribe of cannibals in Africa. She explained that she published articles about this tribe and took many trips over the years to study their culture. She also pointed out how the shrine was made of animal, not human bones. To top it all off, she confessed that she “may” have been fed human during some of her expeditions there. Whoa!

We asked a few more questions about her adventures, but unfortunately we had to go. The vibe in the room had completely changed. She was enthusiastic and seemed more comfortable than she did for the previous few hours. Had we noticed the statue on the way in, would the interview had been different? If the camera was still on would she have reacted the same way?

Back in the car, I looked at the recruiter’s sheet again. Cannibal wasn’t listed anywhere. I wondered what secrets the previous floor cleaning participants hadn’t shared.

Consumer insights professional Carla Borsoi encounters the outlier that illustrates a greater truth.

There is nothing like home research to challenge your notions of whether or not everyone lives like you. Earlier this year, we were doing research on how people use multiple devices (phones, tablets ad computers) – what they are doing with each, what they feel about each device and how these are shared (or not). We were particularly focused on three audiences: Moms, Entertainment Junkies, and Earlier Adopters. Yes, in my world, we use Title Case to label our different audiences. At any rate, we picked three areas with high density for devices and plenty of each of these audiences in spades: NY, Seattle and Austin.

I headed to Seattle in late March to meet with people and to talk to them about what they do. The first interviews went swimmingly: one Dad told us how he used his tablet to collect coupons, his computer to develop his Saturday shopping plan with coupons, and his phone to go through with his plan. He also told us about watching movies during lunch at work on his tablet. An Earlier Adopter told us how he obsessively followed tech news as he rode the bus. Good, I thought, these interviews are going really well. The Seattle weather was appropriately grey and rainy, but these folks lived in warm and welcoming homes. Normal, to me, at least, with the typical toys in the home with kids, the nice entertainment system, clean kitchens, and so on.

It was our last day of interviewing. The rain had been pouring down the night before and I hoped it would hold off until I got to the airport at the end of the day. We were interviewing a young Mom who lived past Sea-Tac. I drove down pseudo-country roads and pulled up to the property for the interview. The driveway was full of mud. Thankfully, I was wearing wet weather boots. As I walked up with my colleagues to the front door I passed a dirty diaper sitting in the mud. Huh, I thought. Their garbage probably got torn apart in the storm last night. The house was old, but that’s how these things go. We were greeted by the young Mom and entered the house. Immediately the stale smell of cigarettes and mildew hit my nose.

Uh-oh.

The mom proved to be a bright young woman, who tended bar a couple nights a week, while going to school and parenting the rest of the time. I looked down at the dirty table in front of me while we continued talking. She had some great insights about how she used her tablet (often on loan to her parents who would watch the kids), how critical her phone was to keeping in touch, and how her computer was there as she worked on projects for school. However, the smell assaulted my senses. I could feel my two colleagues shifting in their seats, covering coughs. Our interview was scheduled for two and half to three hours, but after about 45 minutes, I knew I wouldn’t be able to handle it much longer. Someone asked if anyone had more questions. I quickly spoke up “Nope, think we’re good.” No one disagreed.

We walked out the door and I noticed more garbage outside – but breathed in the sweet clean air. I realized that as researchers we occupy a place of privilege. People allow us into their homes, without embarrassment or shame. This is their life. They allow us to see a window into it. People often participate in research for the chance to earn a little cash. This woman had spoken of how much they had saved to be able to rent this small, mildewed space. It reminded me that I have a lot of advantages that other people don’t. It’s a reminder that when we’re creating products, we’re doing it not just for some sexy early adopter, but real for people who are just trying to make ends meet and get started with their life. It also reminded me to go home and wash down the walls of our stairwell, covered in grime.

Retired from HP, Debbie Mrazek shares her story about not knowing she she was getting a little too much attention in the field.

Many years ago, when international “day in the life” visits were not common in my company, I led a study to better understand technology usage in typical homes.

As a US-based team, when we spent time with a European family, we typically included a translator and local researcher in the team. Each visit started with getting to know the family over a meal that we brought with us. We then toured the home and divided into smaller groups in order to spend focused time with each family member.

During a visit with an upscale German family, I was interviewing the very friendly and excited older teenage son. He very enthusiastically showed me every gadget, software program and PC trick he knew. He was constantly trying to impress me with his technical skills and knowledge, speaking in a mixture of German and English. The interpreter did her best to help me understand the boy’s key points, but I continued to notice that both she and the local researcher were exchanging knowing smiles. Eventually, the mother joined us and graciously suggested that the son had “bothered the poor girl” (me) enough, and we should join the rest of the family for coffee.

During our post-visit debrief, it was revealed that the interpreter was strategically not translating some of the boy’s most blatantly flirtatious comments, leaving me unaware that this was even happening. While typically I think the translation should be unbiased and accurate, in this case her careful filtering was a good thing. It allowed me to focus on watching how he used the technology…but it did make for plenty of teasing from my colleagues during the rest of the trip!

Elaine Ann, the CEO of Kaizor Innovation in Hong Kong tells a story about consciousness – both cultural and physical.

One of my most memorable research experiences was ten years ago in China. My Western client fainted in broad daylight in the middle of our Beijing field trip. We had completed field research work and were touring an exhibition. She just plopped on the floor without any previous sign that she had any health problems.

We called the ambulance and a white van came along. There was nothing on it – no ambulance emergency lights, no oxygen equipment, no CPR equipment, only a stretcher. Not knowing what was wrong with my client’s health, we (me, my colleagues and her co-workers) decided to take her to the hospital anyway.

Upon arriving at the hospital, we had to first pay for the ambulance fees in cash (this is China). Then the client was carried onto a hospital bed. I was caught in between cultures at that point as my client’s Western co-workers were dubious about the medical standards in Chinese hospitals and refused an injection from the doctor; while the Chinese doctor was quite annoyed by the Westerners’ attitude (reading their horrific facial expressions) and challenged them whether or not they really want to be helped after coming to the hospital. Meanwhile, I was trying to translate everything in both English and Mandarin, amidst all the chaos, trying to not offend either party (who couldn’t communicate directly with each other).

Finally, the client’s co-worker decided to take a risk with her boss’s health rather than risk it with the Chinese hospital, so we had to shuttle the client back to the hotel instead. (We then discovered that five-star hotels usually have English speaking travel doctors for emergencies – a handy tip for researchers doing field trips in China). In the hotel elevator, my client fainted a second time and we had to drag her off the elevator, along the corridors and into her room like a dead fish.

My client finally became conscious again and luckily we found out this was caused by a low blood sugar syndrome and happened all the time. All she needed was a candy. We had to decline her request to visit the Great Wall the next day. I really wouldn’t know how to carry her down from the Great Wall if she fainted on top of that, as it’s a defense wall designed to make it difficult for invaders to climb even in ancient times!

Seriously, I would have made the national news if my client died on our China research trip! Phew!

This story comes from Michael Powell, Cultural Anthropologist at Shook Kelley. He blogs occasionally here and tweets unoccasionally here.

I was on the job at Shook Kelley (a Los Angeles strategy and design firm with roots in architecture) for about one and a half weeks when I was asked to travel to a small town in central California for a brand strategy project. The research goals were ambiguous; essentially, learn as much as we can about this place and what makes it tick, looking to discover unique or meaningful veins for the design team to consider in reshaping or reinvigorating the town’s brand. I was the only anthropologist on staff and expectations were large for what I might dig up.

This was 2006, before the recession hit rural central California. But things were already tough. Like so many other small towns in out-of-the way areas, this one suffered from a degree of “brain drain.” Young people didn’t want to stay, they wanted to leave for the city or head to college somewhere. The economy wasn’t growing. Maybe tourism, some on the Chamber of Commerce thought, could help stimulate the local economy. This had precedence, but it also seemed far-fetched. What was the appeal of this small town over any others? Was there a history here? Even located in the most productive agricultural area in the country (if not the world) would anyone be willing to drive a few hours to “eat local” and learn about the land, when farmer’s markets easily accessible much closer to California’s major metro areas? The local farms here were mostly industrial size, and seemed less appealing to the locavore.

I drove to the town in a separate car from another small team, led by a brand strategist who wanted to make a documentary-style film about the town. He was accompanied by a filmmaker. These two already knew exactly what they wanted to create – a kind of Ken Burns-style reflective piece about what makes small towns great. I was new to the firm, so I figured I would tag along and find out how things worked. After a handful of “man on the street” interviews with unsuspecting locals, with me standing behind the cameraman, I realized this was a two-person operation: the first person stops pedestrians and asks them what’s meaningful about living here, the other records. Not much need for a third wheel ethnographer in that operation. I decided to head my own way and see what I could find. It was just a two-day trip, so I thought I should make myself a little useful. “Good luck,” the guys told me, and we agreed to meet up later for dinner.

I walked to the coffee shop on Main Street, grabbing the local newspaper on the way. I sat down and started searching the back of the paper for classifieds, calendars and events. I found a lead: The Optimists Club was having a meeting that afternoon, in just an hour. I got on the phone and gave them a call. I explained who I was, the firm I worked for and the project we were doing with the Chamber of Commerce. “Sure, come on down and you can sit in on the meeting,” they told me. At this point, I had no clue what the Optimists Club is, but I understand that it’s some kind of local community group focused on creating positive change for the town. This sounded like my goal, too. [NB: Optimist Club]

The Club meeting was at a local community hall, like a VFW-style hall with plain lobby and a set of meeting rooms. Not knowing what to expect, I arrived early and introduced myself to the people who looked like the Optimists organizers. The person I spoke with on the phone greeted me cordially, and invited me to have a cup of coffee. The room was set up in a square formation, with three sides of tables and some space in the middle for a presenter or speaker. Unfortunately for the ethnographer, there’s no chair in the back to hide away and watch the proceedings. My style of research is to begin in the background, staying away from any kind of intervention in order to get the beat or rhythm of what’s happening around me before I jump in with a lot of questions. It didn’t look like that would happen today. Still, I positioned myself in the corner. A couple pf dozen people eventually filed in, one or two noticing the strange face among them.

At five or ten minutes after the hour, everyone was still chatting and catching up. I was taking note of the pace of things. It’s a small town, I figured, what’s the rush? Of course, this was a lot different than the small towns I knew well, growing up in the Midwest, where punctuality is priority.

Then, the leader of the Optimists Club approaches me, sits down and curiously asks “Do you do much public speaking in your line of work?” On occasion, yes, I tell him. “Okay, well, our speaker couldn’t make it today. Could you talk to the group?”

What the hell, why not? After all, it’s the Optimists Club, not the Washington Press Corps.

As I listened to myself suddenly introduced to the Club members a moment later, I remembered that I knew barely anything about my own firm, much less the specifics of this project, which, truth be told, was not crafted with ethnographic research in mind. I stood up, and I just start talking.

After rambling on for probably 10 minutes, I realized two important things. One, I had run out of things to talk about concerning the firm and the project. And two, if I don’t think of something else to talk about quickly, the Optimists were going to turn negative on me.

And then I remembered why I came to the Optimists Club in the first place.

“So, tell me about your town,” I asked.

The next two hours gave me a wealth of information. This was not a focus group, but rather a much more ideal situation for an ethnographic group encounter. It was their turf, not mine. It was their club, not mine. They felt comfortable talking as a group of friends who worked together to make the community better, and I was a welcomed outsider who was curious about them and genuinely interested. By the end of the meeting, I felt like I had read the book about the town and understood its cultural, social, political and economic dynamics. Afterwards, I stopped by a couple places the Optimists had mentioned and talked with more locals, now asking more pointed questions.

At the end of the afternoon, I met up with my new colleagues at the bar on Main Street. “So…how did it go?” I asked them. “This place is boring!” they told me. They had made progress, but were not getting good insights. Fortunately, our subsequent discussion about what I had learned that afternoon helped in guiding their film.

In any case, it was a lesson learned in the field: Stay optimistic.

Brandon Satanek (Twitter, blog) is a User Experience Designer who lives in Michigan, trying to make everyday products better. He tells a story about a multi-sensory fieldwork experience.

I’ll never forget the sight of that poor kitten munching on a cockroach. Our mission was relatively simple. Being employed by a large computer peripheral maker, we were to interview small businesses to see how they were using our products. The visit that brisk winter morning was to a costume rental shop that also did some tailoring. Upon entering the store, we were greeted with a smell, which if called pungent, would be a kind and generous description. The owners, well, they must have had very large hearts.

I am actually a cat person (maybe it’s their independence I admire). So, the presence of a gaggle of feline friends could have been a welcome site. But unfortunately, I don’t think the owners were up to the task of caring for that many cats. In 2012 terminology, they would now be referred to as “hoarders.” This was not a well-heeled, venture capital-rich setting; the building had a raw plywood floor and the employees were doing the best they could to make a go of it. However, that flooring clearly did not help the smell-retention factor for animals that have periodic bladder control issues.

In many ways, the visit was worthwhile. As might be predicted, their computer system was not the latest, and it was good to see the struggles they had installing our software because of it. But, once that installation was underway, we experienced perhaps the slowest moving progress bar known in existence. Or maybe it just felt that way. Minutes drifted by before another column of pixels filled. It could have been the fumes playing tricks on my eyes, but I swear I saw that progress bar move backwards on occasion.

My teammate and I began to develop various coping mechanisms. At first, we would periodically take breaths using the tops of our shirts as a crude filtering system. We were able to pull this off because we had positioned ourselves outside of the main office area, and outside of view. Later, we began to make excuses for trips out to the car for supplies (aka fresh air). How were they to know we really weren’t low on batteries or videotape? Unfortunately, the moderator was not so lucky and remained stuck with the participant. Yes, I do feel guilty about that.

Our minds drifted and I began to wonder why anyone would actually leave clothes for mending there; perhaps their skills or prices were amazing. It was around this time when another creature joined the party. A cockroach skittered across the floor. A kitten gave chase. It did not end well for either, in my opinion. My teammate made that face which looked like she was gagging at the sight. Maybe this was just for effect…but maybe not.

The visit ended uneventfully once the product was finally functional. In reality, I escaped with an interesting story and some clothes that needed freshening by the cold breeze entering my car during the drive home. I’m not so certain if those cats had a similarly good fate.