• [from julienorvaisas] Facebook Policy Spurs Big Pharma to Rethink Social Media [Advertising Age] – [Beyond challenges such as authenticity, relevancy and voice, social media presence is a regulatory risk for brands in some industries.] Being forced to enable comments on its Facebook pages puts pharmaceutical companies at risk of running afoul of the current FDA regulations, even if it's just consumers making the comments. For instance, if a company has a branded page for an antacid, and a consumer comments that it helped lower his blood pressure as well, that's considered off-label promotion. "The Facebook decision is entirely consistent with what Facebook is designed to be — interactive. A Facebook page with the interactivity turned off is just a static web page residing on an interactive platform. And that isn't what Facebook is all about. It's time for regulated industry to step up to the plate and embrace the powerful tool that is real-time interactivity."
• [from steve_portigal] Focus Groups That Look Like Play Groups [NYTimes.com] – [The lede, emphasizing focus groups, is misleading. The article explores a range of methods that market researchers are using. Maybe some novel ideas in here but also a good artifact of the popular press discourse about how we work.] Mr. Denari’s agency takes a different tack, interviewing consumers in their homes and leaving them with journals called “Little Truth Books” for a week or two. “It forces people to think a little more deeply than they normally would,” Mr. Denari said. When Ugly Mug Coffee wanted to retool its brand, Mr. Denari’s agency asked consumers to use the journals to draw family trees showing which family members were coffee drinkers. They were also asked to list some of the worst things about coffee, what their coffee “cut-off time” was and why they drank it at all. “The whole goal is the get to the heart,” Mr. Denari said. The research helped Ugly Mug create new packaging and expand distribution. [via @serota]
• [from steve_portigal] A gelato-less June [Gelatobaby] – [Interesting to see how blogs can structure/support deliberate habit changes.] I wrote an essay pledging to fly less to reduce my environmental impact. (I’m actually only allowing myself one round-trip flight per month, compared to the 23 trips I took last year.) My friend Greg Lindsay, author of the new book Aerotropolis: The Way We’ll Live Next pointed out that my air miles were nothing compared to the footprint of my gelato habit. A United Nations report from last year noted that “agriculture accounts for 70% of global freshwater consumption, 38% of the total land use and 19% of the world’s greenhouse gas emissions.” I’m hoping that I can fill my gelato-less days with facts and information about where my dairy is coming from, how it’s produced, and if­if!­I might even come to love some dairy-free options. Suffice it to say, this is going to be an extremely enlightening 30 days. Especially since I have just discovered that the LA Weekly has embarked upon 30 Scoops in 30 Days project.

• [from steve_portigal] The Art of Design Research (and Why It Matters) [design mind] – [Lovely piece by Jon Freach on what design research brings to design and innovation.] And sometimes design teams don't have the patience to see the value in dragging out a study in an effort to make it scientifically or statistically significant. We're just not wired that way; we prefer to make and experiment and then analyze later. So what is research good for? 1. Learning about people's behavior; 2. Understanding and analyzing culture; 3. Defining context; 4. Setting focus…Design research is not "a science" and is not necessarily "scientific." It gives designers and clients a much more nuanced understanding of the people for whom they design while providing knowledge that addresses some of the most fundamental questions we face throughout the process. What is the correct product or service to design? What characteristics should it have, and is it working as intended? "The research" won't necessarily provide cold hard answers. But it will generate some good and feasible ideas.
• [from steve_portigal] CBS Radio Tells Its D.J.’s to Name Titles and Artists [NYTimes.com] – [Tying together the fortunes of radio and record sales?] Last week the head of a major radio company felt compelled to instruct its programmers to identify more of the songs played on the air, by title and artist name…at some indeterminate point in history ­ the mid-1980s ­ song identification began to vanish from the air as programmers struggled to squeeze out anything considered “clutter.” “You were always conscious about the amount of talk you would put on,” he said. “But the truth is that people tune in and tune out, and it was probably underestimated at the time how much people really wanted that information.” For record companies, having a song’s title and artist’s name mentioned on the air ­ especially if new and unfamiliar ­ is crucial marketing…“At one point in our culture there were well-schooled retailers who could help people figure out what that song was, because they wanted to buy it,” said Greg Thompson, VP at EMI Music. “In this day and age that doesn’t exist.”

• [from wstarosta] There are no such things as “Insights” [PLH] – [Pretty Little Head contributor, Farrah Bostic, shares her opinion on what an insight is and what it isn't. In doing so, she makes the point that insights are not things that can be gathered. Rather, the best we can hope for is to be insightful through research, immersion, observation and questioning.] I was recently asked to put together some “insight generation” exercises for a training workshop. This is pretty standard fare for a planning director, the person who ‘owns the insights.’ Creative briefs now often feature sections that are titled something like, “What’s the key insight?” – into which, the planner dutifully fills in some text in order to earn her wages. For some reason, on this particular request, I just completely stalled out. I often, at conferences and in client meetings, or with other planners, remark on how “insights” is another crime against the English language that Adland has perpetrated upon corporate culture.

I spoke at SXSW recently about the interviewing process in user research. As I’ve been working on a book about this topic the timing was great for me.

While we know, from a very young age, how to ask questions, the skill of getting the right information from users is surprisingly complex and nuanced. This session will focus on getting past the obvious shallow information into the deeper, more subtle, yet crucial, insights. If you are going to the effort to meet with users in order to improve your designs, it’s essential that you know how to get the best information and not leave insights behind. Being great in “field work” involves understanding and accepting your interviewee’s world view, and being open to what they need to tell you (in addition to what you already know you want to learn). We’ll focus on the importance of rapport-building and listening and look at techniques for both. We will review different types of questions, and why you need to have a range of question types. This session will explore other contextual research methods that can be built on top of interviewing in a seamless way. We’ll also suggest practice exercises for improving your own interviewing skills and how to engage others in your organization successfully in the interviewing experience.

Slides

Audio

Presentation (45 minutes + 15 minutes Q&A):

To download the audio Right-Click and Save As… (Windows) or Ctrl-Click (Mac).

Also see

• The Rosenfeld Media page for my book in progress The Art and Craft of User Research Interviewing
• Slides and audio from last year’s presentation at SXSW

• [from steve_portigal] Oh, Etsy. How could you? [Authentical] – [Smart take on process failures in Etsy's recent misstep. User research can make a big difference] It's hard for me to believe that if Etsy had conducted user research and even informal but realistic usability testing on the idea that they would not have quickly seen the privacy violation. They could have avoided the damage control they now have to deal with because of the breach of trust they've had with buyers who already love the experience of shopping there.Etsy could have avoided the problem and discovered a possibly great idea for engaging buyers even more. Where was the business plan for allowing search of users? How does having social "circles" support the business model, exactly? How would the social media strategy be supported on the back end? More than all that, let's look at others who have gone before us: Beacon on Facebook and Boden USA come to mind. What happened there? What could the Etsy team learn from those mistakes? Oh, and, why duplicate Facebook in any way?
• [from julienorvaisas] The Art of the Police Report [Utne Reader] – [Collett provides a fascinating exploration of one cop's ability to achieve expression while governed by the formidable constraints of police report writing.] Writing is the one constant in a cop’s daily life. As with everything in the department, strict rules govern report writing, and as with any dangerous undertaking, the department will train you to do it properly. The most despised class at the police academy is the one that teaches writing. The incident report he’ll learn to write is the factual narrative account of a crime. Every event a cop responds to generates a report. Crime reports are written in the dispassionate uni-voice that’s testament to the academy’s ability to standardize writing. They feel generated rather than authored, the work of a single law enforcement consciousness rather than a specific human being. So how can I identify Martinez from a single sentence? Why do his reports make me feel pity, terror, or despair?

I was recently in Toronto to speak at OCAD (Yes, we were in this awesome building) as part of the Unfinished Business lecture series. My talk looked at the notion of culture and it’s importance for user research, and design.

Culture is everywhere we look, and (perhaps more importantly) everywhere we don’t look. It informs our work, our purchases, our usage, our expectations, our comfort, and our communications. In this presentation, Steve will explore the ways we can experience, observe, and understand diverse cultures to foster successful collaborations, usable products, and desirable experiences.

Slides

Audio

I’ve split out the presentation itself from the Q&A, which was fun, challenging, and filled with big-picture type questions.

Presentation (1 hour, including a quick intro by host Michael Dila):

Q&A (40 minutes):

To download the presentation audio Right-Click and Save As… (Windows) or Ctrl-Click (Mac). For the Q&A audio, Right-Click and Save As… (Windows) or Ctrl-Click (Mac)

Note: In the talk (and the Q&A) I refer to my interactions article, Persona Non Grata. You can find that article here.

• [from steve_portigal] A Perspective on Observation: Designer vs. Consumer [Pivot Blog] – [Nice take on my OCAD talk from earlier this week in Toronto] I liked Steve’s idea that design research is about getting down and dirty and being in the raw space to experience all the rough edges of what really happens. Because when was the last time you experienced something raw and real from a stack or research documents?

• [from steve_portigal] Armies of Expensive Lawyers, Replaced by Cheaper Software [HeraldTribune.com] – [Spin in this article is that using computers to manage super-human levels of complex data will have employment consequences.] When five television studios became entangled in a Justice Department antitrust lawsuit against CBS, the cost was immense. As part of the obscure task of “discovery” ­ providing documents relevant to a lawsuit ­ the studios examined six million documents at a cost of more than $2.2 million, much of it to pay for lawyers and paralegals who worked for months. But that was in 1978. Now, thanks to advances in artificial intelligence, “e-discovery” software can analyze documents in a fraction of the time and cost. In January, Blackstone Discovery of Palo Alto, CA., helped analyze 1.5 million documents for less than $100,000. Some programs can extract relevant concepts ­ like documents relevant to social protest in the Middle East ­ even in the absence of specific terms, and deduce patterns of behavior that would have eluded lawyers examining millions of documents.
• [from steve_portigal] PG&E launches huge paper chase for pipeline data [SF Chronicle] – [You think you have a lot of data to process? Obviously their record-keeping incompetence is just now being surfaced and they have taken on a data task that is beyond human scale. We can create systems that we can't manage!] For the past couple of days, forklifts have been carting pallets loaded with 30 boxes each into 3 warehouses outside the 70-year-old Cow Palace arena in Daly City. Friday afternoon, there were still more than 100 pallets stacked outside the warehouses waiting to go in. "There are 100,000 boxes in there, and you can't believe the papers spread everywhere," one PG&E employee said …"There are records in there going back to the 1920s. "We're looking at all kinds of parameters, and our data validation efforts are going on throughout the service area,…We're doing a 24-7 records search involving at least 300 employees and contractors, and we're working to confirm the quality of our data through collecting and validating our gas transmission pipeline records."
• [from steve_portigal] Hong Kong, 2011 [Flickr] – [My pictures from our recent trip to Hong Kong for the UXHK Conference]
• [from steve_portigal] Understanding Culture, User Research and Design with Steve Portigal – [Reserve your tickets now for either Toronto event: a lecture on March 8 and a workshop on March 9. The lecture will focus on culture, insights, and design while the workshop will be a hands-on opportunity to practice synthesizing user research data into opportunities and concepts. Hope to see you there!]

Our latest interactions column (written in collaboration with Julie Norvaisas) What to Expect When You’re Not Expecting It has just been published.

We are inevitably astounded and affected by what exists outside of explicit research project constraints.We indulged in a little reflection on some of the people we’ve met and how meeting them took us outside of the business questions at hand but had a real impact on the team and reframed the way we thought about the business questions. This opportunity to dwell on the exception provides a reminder of how these experiences deliver a potent dose of humanity to the business of providing products for people.

Get the PDF here.

Previous articles also available:

• Persona Non Grata
• Everybody’s Talkin’ At Me
• The Journey Is The Reward
• Hold Your Horses
• Living In The Overlap
• Some Different Approaches to Making Stuff
• Poets, Priests, and Politicians
• Interacting with Advertising
• Ships in the Night (Part I): Design Without Research?
• Ships in the Night (Part II): Research Without Design?
• We Are Living in a Sci-Fi World
• On Authenticity
• The Hard Work Lies Ahead (If You Want It)
• Elevator Pitch
• Kilroy Was Here
• Never Eat Anything Raw
• Content, the Once and Future King

• [from steve_portigal] Hong Kong’s Couples Invited to Wed at McDonald’s [NYTimes.com] – [We did visit a McDonald's in Hong Kong the other week but we didn't see anything like this!] McWedding starts at $1,280, which includes food and drinks for 50 people. The package includes a budget version of the usual trappings: a “cake” made of stacked apple pies, gifts for the guests and invitation cards, each with a wedding photo of the couple. (Hong Kong wedding photos are taken in advance, with the couple in rented finery.) McDonald’s employees dressed in black suits mimic the actions of hostesses at upscale hotels. They greet guests at the entrance, usher them to the signature book and deliver food, even if it is just a Big Mac and fries. McWeddings were devised in line with local customs, particularly Chinese numerology beliefs that determine the best dates for weddings or other important events. The engaged couple was given a photo frame shaped like Ronald McDonald, marked with the “limited edition number” 138, an auspicious figure.
• [from steve_portigal] Stalking insights with Steve Portigal [Foolproof] – [Lovely concise report from our UX Hong Kong workshop. Thanks, Tom!] Even a novice UX researcher knows the dangers of moving too swiftly to draw conclusions from fieldwork. It’s important to maintain a state of openness and observation. Leaping to solutions and recommendations can bias your view. This could cause you to miss something really revealing or valuable simply because it doesn’t fit with the way your view is developing. It shouldn’t be true, but in fact the older and more experienced you get the more danger there is that you’ll fall into this trap. Firstly you’re instinctively calling on experiences and patterns in user behaviour that you may have seen before. Secondly, the more senior you are, the more impact your (wrong-headed) views may have on the situation. The antidote? Spend some time with Steve.