(Updated to include slideshow with synchronized audio track)

We’re very excited today to be posting our findings from the Reading Ahead research project.

Lots more in the deck below, but here’s the executive summary

• Books are more than just pages with words and pictures; they are imbued with personal history, future aspirations, and signifiers of identity
• The unabridged reading experience includes crucial events that take place before and after the elemental moments of eyes-looking-at-words
• Digital reading privileges access to content while neglecting other essential aspects of this complete reading experience
• There are opportunities to enhance digital reading by replicating, referencing, and replacing social (and other) aspects of traditional book reading

We sat down yesterday in the office and recorded ourselves delivering these findings, very much the way we would deliver them to one of our clients.

Usually, we deliver findings like these to a client team in a half day session, and there’s lots of dialogue, but we tried to keep it brief here to help you get through it. (The presentation lasts an hour and twenty minutes.)

It’s been a great project, and we’ve really appreciated hearing from people along the way. We welcome further comments and questions, and look forward to continuing the dialogue around this work.

Audio

We’ve been hard at work synthesizing the Reading Ahead data. There’s a great deal of writing involved in communicating the results, and sometimes it makes sense to develop a visual model that represents a key idea.

Here are several partial models evolving through paper and whiteboard sketches, and finally into digital form.

We’ll be finishing synthesis soon, and publishing our findings on Slideshare, with an audio commentary.

Stay tuned…

In 2000, prior to Portigal Consulting, we conducted an ethnographic study with Sony to “provide awareness of unarticulated consumer perceptions about digital imaging on which to base future product development decisions…generating a range of new product and service concepts.”

Over the years we’ve seen Sony launch products that are similar to ones we proposed (see example here). We identify opportunities for our clients; the path they take to develop (or not) can be complex and fraught, and many opportunities are not addressed in the marketplace (although we find our clients value how our work helps them make that decision).

Here’s the latest:

Sony today introduced the Party-shot personal photographer -an innovative camera dock that pans 360 degrees and tilts 24 degrees, automatically detects faces, adjusts composition and takes photos for you.

This device makes it easy to capture more natural expressions and fun, candid moments of you, your family and friends without having to hire a photographer.

“With the Party-shot personal photographer, you no longer have to worry about taking photos when you are with your family or friends,” said Shigehiko Nakayama, digital imaging accessories product manager at Sony Electronics. “Party-shot captures candid moments that tell natural life stories and also offers a new style of photography that enriches time with your family and friends.

From our 2000 presentation to Sony

Market Opportunity: Freedom to Participate
Today
Defined set of occasions where

• camera visibility/ interference is possible and accepted
• cameraman takes on an assumed role

Opportunity to Increase Usage

• Design cameras that are less bulky, obtrusive, “precious”
• Enable experiences to be preserved without requiring someone to operate a camera

Our concept (to illustrate the opportunity) emphasized video over still

Product Feature: Full Remote Control

• Gives capturer full control over video camera while away from device
• Includes viewfinder, volume, zoom/pan/tilt, battery/tape indicator
• Capturer is not “tethered” to camera and can participate

Sony isn’t the only one to launch products that we identified. As we identified needs and proposed solutions, it’s inevitable that as time goes by, competitors will identify those needs and develop products. For example, three years ago I blogged about Granny’s Inbox where HP launched something similar to one of our Sony concepts.

Elsewhere, we see other products that have been developed by competitors since our work for Sony in 2000:

Digital Blue’s Tony Hawk Helmetcam

and our X-treme Cam concept

• Rugged, mountable video camera that captures short clips from the user’s point of view
• Sharable, relivable document of exciting experiences
• Appeals to teens and/or sports participants
• Must be made inexpensive enough to justify its very specific (and thus limited) functionality

Hasbro’s VuGo Multimedia System

and our MPEG-Man concept

• Plays short clips of digital video
• Like a photo album, device can be passed around for sharing in a larger group
• Connect to TV, PC, or projector
• Better group interactions for sharing video
• Position as everyday, casual, social device rather than hi-tech or novelty

Casio EXILIM (and other models of still and video cameras from other manufacturers) feature Pre-Record Mode where

photos are not only taken at the moment the shutter release is pressed – they’re also taken before that! With continuous recording of up to 30 photos per second, a maximum of 25 photos can be saved in the camera’s buffer memory – even before the shutter release is pressed. The 25th image then corresponds to the photo that was taken when the shutter release button was pressed. This means that, in addition to the photo that you took at the moment the shutter release button was pressed, you can choose from a further 24 images that occurred just before that moment.

and our Capture Buffer concept (video but could be used for still as well)

• Video camera is always capturing and discarding footage
• When user initiates recording, option of saving the contents of the buffer
• People will no longer miss the beginning of what they want to film
• Slightly more skill required by users – where was the camera pointing before the button is pressed?

Buffalo TeraStation Home Server

and our Digital Memory Vault concept

• Permanent digital storage for stills and video
• Indexing, organizing, online publishing
• Random access retrieval
• Simplifies organization and retrieval of images (and video)
• Leverages familiar (to PC users) activity of searching (i.e., web search)
• Appeals to customers who are already invested in digital imaging, or in legacy imaging (i.e., family albums)
• Challenge to deliver expected bullet-proof reliability at an acceptable price point

Samsung TL225 with front LCD to prompt subject to smile, etc.

and our Teleprompter Cam concept (video but could be applied to still)

• Image on screen prompts subject to pose for video
• Helps people feel comfortable in front of a video camera
• Positioning challenge: though most images are posed and theatrical, our culture privileges the capture of candid and “natural”

There’s always something new in every project. Often we encounter a bit of process that we may not know how to best manage it. So we’ll make our best plan and see what happens. We learn as we go and ultimately have a better way for dealing with it next time.

In a regular client project, we write a screener and work with a recruiting company who finds potential research participants, screens them, and schedules them. Every day they email us an updated spreadsheet (or as they call it “grid”) with responses to screener questions, scheduled times, locations, and contact info. It still ends up requiring a significant amount of project management effort on our end, because questions will arise, schedules will shift, people will cancel, client travel must be arranged, etc. etc.

For Reading Ahead, we did all of the recruiting ourselves. Although we’ve done this before, this may be the first time since the rise of social media: we put the word out on LinkedIn, Twitter, Facebook, email to friends, and here on All This ChittahChattah.

While Dan lead the effort, we both used our own networks, and so we got responses in a number of channels, sent to either or both of us, including:

• @ replies on Twitter
• direct messages on Twitter
• Comments on Facebook posts
• Messages on Facebook
• Emails (directly to either of us, or forwarded from friends, and friends-of-friends

A private dialog on Facebook

Comments on a Facebook status update. Note that Dan is able to jump in and make contact directly

Direct Messages in Twitter

Some people were potential participants, some were referrers to other potential participants, and some were both. And given the range of platforms we were using, with their associated restrictions (and unclear social protocols), we had to scramble to figure out who could and should communicate with who to follow up and get to the point where we could see if the people in question were right for the study. We didn’t expect this to happen, and eventually Dan’s inbox and/or his Word document were no longer efficient, and as some participants were scheduled or in negotiation to be scheduled, he ended up with this schedule cum worksheet:

Being split across the two of us and these different media, eventually we were interacting with people for whom we had to check our notes to trace back how we had connected to them, which was great for our sample, since it meant we weren’t seeing a group of people we already knew.

It was further complicated when we had finished our fieldwork and wanted to go back to everyone who offered help close the loop with them, thanking them for help. Technically, and protocol-wise, it took some work (who are the people we need to follow up with? Who follows up with them? What media do they use), basically going through each instance one-by one.

We haven’t figured out what we’ll do next time; we won’t forget the challenges we’ve had but there’s just not time or need right now to plan for the future. If I had to guess, I’d imagine a Google Spreadsheet that includes where we got people from, who owns the contact, whether they are participant-candidate or referrer, etc.). Despite being very pessimistic about the demands of recruiting, we still underestimated the time and complexity required for this project.

I started today by typing up all of the Post-it notes you saw in our recent blog post on Synthesis.

This activity created a 6-page Word document of bullet points.

The next part of the process is something I always find challenging: taking an incredibly detailed list of observations, particpant statements, hypotheses, and ideas; figuring out what the Big Ideas are (there’s a point in the process where many of them seem Big!), and putting those into a form that tells a cogent story.

First step: make a cup of tea.

Ok, then my next steps were:

• Categorize all those bullet points
• Synthesize those categories a bit further
• Write down in as short a paragraph as possible what I would tell someone who asked me, “what did you find out?”

Then I went into PowerPoint, which is what we use when we present findings to our clients. I’ll continue bouncing back and forth between Word and PowerPoint; each piece of software supports a different way of thinking and writing.

I dropped my synthesized categories into a presentation file, sifted all of the bullet points from my Word doc into the new categories, and then started carving and shaping it all so that it started to follow the paragraph I had written. (I’m mixing cooking and sculpting metaphors here.)

I printed out the presentation draft, and laid it out so I could see the whole thing at once.

Steve came back from a meeting and I asked him to read over what I’d printed out. He started writing notes on my printouts, pulling out what he saw as the biggest of the Big Ideas.

We talked about what he’d written, which led to an energetic discussion in which we really started to breathe life into this. Tomorrow, I’ll start the day by iterating the presentation draft based on our conversation.

• The Product Is You, No. 12 – Rob Walker does a series of advertisements that reveal a customer segmentation and the associated characteristics. Similar vein to my postings about personas leaking outside the enterprise
• Please vote for our SXSW panel "Culture Kicks Our Ass: How To Kick Back" – The conference lineup is chosen partially based on input (i.e., voting) from the community. Even if you don't attend, you still have a voice about what the discourse should be in our various fields, so please vote for this panel from Steve Portigal and D. P. Haine, of Obvious Design.

  We’ll explore the different cultural challenges that breakthrough products must overcome: emergent usage behaviors that are impossible to predict, a global customer base and cultural barriers inside the corporation that suffocate innovation. We’ll also share best practices for addressing each challenge.

• Please vote for our SXSW panel "FAIL: When User Research Goes Horribly, Horribly Wrong" – The conference lineup is chosen partially based on input (i.e., voting) from the community. Even if you don't attend, you still have a voice about what the discourse should be in our various fields, so please vote for this panel from
  Steve Portigal, Portigal Consulting
  Nate Bolt, Bolt|Peters
  Dan Saffer, Kicker Studio
  Aviva Rosenstein, Ask.com
  Mark Trammell, Digg

  Best practices for user research are not hard to come by, but experience is the ideal way to develop mastery. And with experience inevitably comes failure. Embarrassing, awkward, hilarious failure that gives the gift of self-improvement. We’ll share our own unvarnished examples and what they taught us.

• Do programmers still buy printed books? | Zen and the Art of Programming – Likewise, when I’m holding a book or have it open on my desk, I’m in “book reading mode”, which makes it far easier to immerse myself in it. This means that I’m focused on the task and can proceed quickly. The only context switch that happens is between the book and the editor/shell, if it’s the kind of book that warrants typing along. If you are reading a book in a browser tab, it’s very easy to think, “I’ll just check my email for a second”, or introduce similar distractions. I’m sure I’m not alone in this respect.

  When I buy a physical copy of a book, I feel psychologically more obliged to at least try to get through it. Online I experience a paradox of choice of sort. With hundreds of interesting books available there in front of me, I’m more inclined to excessively multitask, and end up checking out different books while I should still be reading the current one.

  (Thanks @onwardparam and @chirag_mehta)

• New study suggests people from different cultures read facial expressions differently – East Asian participants in the study focused mostly on the eyes, but those from the West scanned the whole face.
  They were more likely than Westerners to read the expression for "fear" as "surprise", and "disgust" as "anger".

  The researchers say the confusion arises because people from different cultural groups observe different parts of the face when interpreting expression.

  (via Design-Emotion.com)

Synthesizing field data into well-articulated, data-driven patterns, themes, and opportunities is a big part of our work, but it’s an aspect that generally has less visibility than the fieldwork.

An essential early step in the synthesis process involves going back over the fieldwork sessions. An hour or two-hour interview creates an incredible amount of information. By going back into a record of the interview, we make sure not to leave anything significant behind.

We go through and make notes on interview transcripts (done by an outside service), watch videos of the sessions, and look over photographs, sketches, maps, and participatory design pieces.

Annotated interview transcript

We made a bulletin board of the people we met, so they’re ever-present while we’re working.

Yesterday we came together to share the points we’d each pulled out. We present each interview, like a case study, to the team. Sometimes it’s just us, and sometimes our clients join us for part of this process.

While one of us presented, the other captured the essence onto Post-its. We had a lot of discussion and debate while we did this, pulling together multiple viewpoints.

When we were done presenting the interviews, the board looked like this:

Our next step is to take these notes and start grouping them. We’ll look at different ways the information can be organized, and from there, will start refining our work and writing it up clearly and succinctly into a report.

Tracy and her younger son thinking about possibilities for books and reading devices

Our fieldwork sessions often include a piece in which we ask participants to brainstorm and fantasize about the future.

In an earlier post, we talked about the simple models we were building for the Reading Ahead interviews.

Book and device models for participatory design activity

We wanted to put something in people’s hands to help them show us what the “book of the future” and “reading device of the future” could be and do. (This fieldwork approach borrows from participatory design.)

We’ve had clients come out in the field with us and say after an interview, “That person didn’t give us any ideas,” so it’s important to clarify that we don’t expect this kind of activity to directly produce marketable ideas. Rather, it gives people another mode for expressing themselves, and it’s great for helping them communicate things which may not always be easy to verbalize, like:

• Their desires
• What they think should exist
• What problems they are trying to solve
• What seems acceptable and what seems outlandish to them
• Preferences and in what ways they would like something to be different

Chris uses the device model to help express his thoughts about navigation

Often for us, the very act of making the props for an activity suggests new ways of using them. In this case, while making a blank cover for the “future book” model, we realized that we could also make a blank inner page spread.

Holding the “book of the future” model

As it turned out, this meant that when we were done with the sessions, people had created very nice book models for us, with a cover and inner spread.

Erica’s “telescoping shopping bag” book with digital annotations, hyperlinks, and built-in dictionary

Part of the preparation for each interview session was to get the models ready with new blank paper. Here I am on the trunk of my car, prepping the models before an interview in San Francisco.

Now that the fieldwork is done, we have a great collection of models made by the people we interviewed.

Artifacts from participants’ “future book” ideation

The last section (copied below) of our Topline Summary synthesizes some of what we gleaned from this part of the fieldwork. These are just quick hits; we’ll develop any themes and recommendations that come out of these activities much further in the analysis and synthesis phase of the project.

Excerpt from Topline Summary: Participant ideation about the “book of the future” and “reading device of the future”

NOTE: The first thing a number of the participants said when asked about what the “book of the future” could be and do was that it’s pretty hard to improve on the book-it works very well the way it is. In addition to all the qualities already mentioned, books are

Instant on-off

Durable

But people did have ideas. Here are some of them:

Put yourself in the story

Leave the story for more information

Choose from alternate endings, versions

Able to morph from bigger size for reading to smaller for transporting

Book form with replaceable content: a merging of book and device, with a cover, and page-turning but content is not fixed-it can be many different books

Books that contain hyperlinks, electronic annotations, multimedia, etc.

Hide what you’re reading from others, hide annotations, hide your personal book list and lend your device to someone (with content for them)

A device that projects words that float above it, so that the reader doesn’t have to hold the device in their hands

• 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.

• 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)

(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.”

• ColaLife is a campaign to get Coca-Cola to open up its distribution channels in developing countries to carry much needed 'social products' – …such as oral rehydration salts and high-dose vitamin A tablets (that might retro fit into existing shipping hardware)
  It was launched by Simon Berry, who had an idea while working on the British Aid programme in 1988 "Maybe by dedicating one compartment in every 10 crates as ‘the life saving’ compartment?" Having made no progress with the idea for 20 years, Simon decided to try once more but this time using the convening power of the internet. Since floating the idea on his blog in May 2008, he has managed to create a huge community around the campaign, through a Facebook group and appearances on Radio 4’s iPM programme. He is now in discussions with Coca-Cola and is looking to engage with an international NGO to move the project forward.

  ColaLife is an independent and purely voluntary movement backed by thousands of supporters on its Facebook Group. ColaLife is not an organisation.

• UK teen sex education pamphlet emphasizes sex sex as healthy and pleasurable rather than warning about disease – "Health officials are trying to change the tone of sex education. The new pamphlet, called "Pleasure," has sparked some opposition from those who believe it encourages promiscuity among teens in a country that already has high rates of teenage pregnancy and sexually transmitted diseases."

  Regardless of what you think of this morally, politically, etc., it's a powerful example of reframing a discussion and challenging closely-held beliefs in order to innovate.

• Slides and audio posted for “Well, we did all this research … now what?” at BayCHI – BayCHI has relaunched podcasts and my recent BayCHI talk is among the first to be posted. You can listen to the audio, or you can watch the slides with embedded audio."Steve Portigal introduces a framework for synthesizing raw data into insights, and then creatively using those insights to develop a range of business concepts that respond to those insights and integrate a fresh, contextual understanding of a customer's unmet needs."

• Japanese robots not finding their market, recession and high prices blamed (but not fundamental mismatch between need and solution?) – Roborior by Tmsuk — a watermelon-shape house sitter on wheels that rolls around a home and uses infrared sensors to detect suspicious movement and a video camera to transmit images to absent residents — has struggled to find new users. A rental program was scrapped in April because of lack of interest. Though the company won’t release sale figures, it has sold less than a third of the goal, 3,000 units, it set when Roborior hit the market in 2005, analysts say. There are no plans to manufacture more.

  That is a shame, Mariko Ishikawa, a Tmsuk spokesman, says, because busy Japanese in the city could use the Roborior to keep an eye on aging parents in the countryside. “Roborior is just the kind of robot Japanese society needs in the future,” Ms. Ishikawa said.

  Sales of a Secom product, My Spoon, a robot with a swiveling, spoon-fitted arm that helps older or disabled people eat, have similarly stalled as caregivers balk at its $4,000 price.

• Chris Anderson on the differences between scarcity thinking and abundance thinking – When scarce resources become abundant, smart people treat them differently, exploiting them rather than conserving them. It feels wrong, but done right it can change the world. The problem is that abundant resources, like computing power, are too often treated as scarce.