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…

• Summer Reading Programs Gain Momentum for Students About to Enter College – Nationwide, hundreds of colleges and universities, large and small, public and private, assign first-year students a book to read over the summer, hoping to create a sense of community and engage students intellectually.

  While there are no reliable statistics on summer reading programs, a recent survey of more than 100 programs by a student researcher at Gustavus Adolphus College in St. Peter, Minn., found that most had started in the last four years, although a few go back decades.

  The range of books colleges use is enormous, covering fiction and nonfiction. Classics are largely absent, with most of the works chosen falling closer to Oprah than academic.

  Still, a certain canon of summer reading is emerging: books that are readable, short, engaging, cheap. Often, it helps if the book is a best seller dealing with some aspect of diversity, some multicultural encounter — and if the author will come to speak on campus.

• Canada Reads — CBC Radio – Canada Reads celebrates five Canadian books for three months online, on the air and at public events. It all leads up to a week-long show hosted by Jian Ghomeshi. In this annual title fight, five celebrity panelists defend their favourite work of Canadian fiction. One by one, books are voted off the list, until one panelist triumphs with the book for Canada to read this year.
• Beyond the Book – Beyond the Book: Mass Reading Events and Contemporary Cultures of Reading in the UK, USA and Canada is a 3-year interdisciplinary research project.

  Our main objectives are to determine why and how people come together to share reading through a comparative study of selected mass reading events.

  The mass reading event is a new, proliferating literary phenomenon. Events typically focus on a work of literary fiction and employ the mass media as a means of promoting participation in the themed activities and discussions that take place around the selected book. Beyond the Book uses research methodologies drawn from both the humanities and social sciences to investigate whether mass reading events attract new readers and marginalized communities. We also wish to determine whether this contemporary version of shared reading fosters new reading practices and even whether it is capable of initiating social change.

• "ONE BOOK" READING PROMOTION PROJECTS (Center for the Book: Library of Congress) – "One Book" projects (community-wide reading programs), initiated by the Washington Center for the Book in 1998, are being introduced across the U.S.A. and around the world. Here's lengthy list of authors, communities, and dates.
• The Big Read – The Big Read is an initiative of the National Endowment for the Arts designed to restore reading to the center of American culture. The NEA presents The Big Read in partnership with the Institute of Museum and Library Services and in cooperation with Arts Midwest. The Big Read brings together partners across the country to encourage reading for pleasure and enlightenment.

  The Big Read gives communities the opportunity to come together to read, discuss, and celebrate one of 30 selections from American and world literature. This initiative supports innovative reading programs in selected communities, providing engaging educational resources for discussing outstanding literature and conducting expansive outreach and publicity campaigns, and a Web site offering comprehensive information about the authors and their works.

• Literary Reading in Dramatic Decline, According to National Endowment for the Arts Survey – (July 8, 2004) Literary reading is in dramatic decline with fewer than half of American adults now reading literature, according to a National Endowment for the Arts survey released today. Reading at Risk: A Survey of Literary Reading in America reports drops in all groups studied, with the steepest rate of decline – 28 percent – occurring in the youngest age groups. The study also documents an overall decline of 10 percentage points in literary readers from 1982 to 2002, representing a loss of 20 million potential readers. The rate of decline is increasing and, according to the survey, has nearly tripled in the last decade.
• 15 Books That Have Stuck With You (yet another of those Facebook etc. "memes" that are more like chain letters than memes) – Pick 15 books that will always stick with you. Don't take more than 15 minutes. Tag 15 friends including me because I'm interested in seeing what books my friends choose.
• My pictures from Belgium 2009 (345 of 'em!) – Here's the whole set on Flickr. I'll continue to blog highlights from the trip.
• Google book project far from settled – As the deadline draws near for authors and publishers to opt out of a proposed legal settlement allowing Google Inc. to forge ahead with plans to scan millions of books, more opponents of the landmark deal are stepping forward, and the local literary world is growing more perplexed.

  "Smart people, major players that are sophisticated in the ways of publishing, are still at loggerheads," said Ted Weinstein, a San Francisco literary agent. He said they're not just arguing whether the deal is good or bad, "but still expressing disagreement about what exactly it will do. That's a problem."

• Reading in public, worldwide – A set of photos, on Flickr
• The Reading In Public chair – A specially-designed chair for the public performance. If the chair is available, will it influence behavior?
• Reading In Public – Reading In Public (RIP!) was formed to celebrate the written word by way of community performance in public spaces. The project began as a response to the shifting landscape in publishing, and the realization that more and more of us are writing in public, as bloggers and tweeters, for instance. Similarly, we sought to broadcast words in public, through the simple act of contemplative reading on a noisy street corner, or as performance, with readers directly engaging onlookers.
  On Saturday, August 1st, beginning at 10am, we wheeled the Reading Chair to various downtown locations in San Luis Obispo, California, where assigned readers took turns sitting and reading. Our readers were people of all ages and walks of life who shared a passion not only for words, but for story telling. They chose their own reading materials and crafted their own performances.

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)

Here’s some more articles, projects, websites, and other online ephemera that we’ve come across since we posted part 1.

• A series of humorous videos from Green Apple Books comparing the Kindle to a book
• Books and Browsers (audio link) – Dave Gray (IDEA2008)
  

  The book as a form factor has been around for about 2,000 years, since Julius Caesar first decided to fold up a scroll, accordion-style, and mark the pages for later reference. In 1455, Aldus Manutius was the first to publish the portable paperback, and it has remained relatively unchanged since. XPLANE Founder and Chairman Dave Gray explores several questions about the future of the book and the web browser.

• Sony has launched the latest salvo

  a sub-$300 touch-screen “Reader Touch Edition” and the $199 “Reader Pocket Edition,” which features a 5-inch display. The company is also lowering prices of ebooks. New releases and best-sellers will all be $9.99, matching Amazon’s price point for the first time.

• NPR Science Friday broadcast exploring Who Owns Your Digital Data?
• NPR on Amazon removing Orwell books
  

  Lynn, you cover books and publishing for NPR, so do you have a Kindle or an e-book Reader?

  LYNN NEARY: Actually, I don’t, Linda. In fact, my cubical at NPR and my night table at home are loaded down with good, old-fashioned books because even though I’ve actually seen the Kindle work and I’ve talked to a lot of people who love it, I still can’t imagine reading some of my favorite novels on the Kindle. What about you?

  WERTHEIMER: I love it. It’s especially nice for traveling. I really do not leave home without it. But I did have a very peculiar experience with Kindle. I was reading a book and all of a sudden, I was back at the beginning of the book. So I thought I’d punched some button somehow. But no, what I had was a book in two pieces.

• CHART OF THE DAY: Most People Still Have Never Seen A Kindle
  

  Some 40% of North Americans who responded to a Forrester Research survey in Q2 2009 had heard of, but had never seen, an e-reader. Another 17% had never heard of one. But ownership more than doubled year-over-year to 1.5%.

• A short piece from Steve Haber, who developed the Sony Reader

• Where there are bookshelves, there will be books!

  When Eddie Bernays, the father of modern publicity, was asked by a group of book publishers to increase book sales, he said, “Where there are bookshelves, there will be books.” And then he went on to convince architects, construction companies, and interior designers to install bookshelves in new homes. That helped to launch the modern day publishing and selling of books. (thanks to Joshua Treuhaft)

• Cathy Marshall’s publications about reading, interaction, electronic periodicals, and ebooks
• Smarter Books – Envisioning the uses & future of print, electronic, & new media books

  This site is dedicated to design thinking for re-envisioning books, publishing models, and the cognitive activity we call reading. The many markets and models for books and distribution are changing radically and continuously. We, authors and designers, need to share what we have learned and are doing to recreate the forms, meaning, and thinking of books of all kinds. Sponsored by Redesign Research

• The unbook is a concept originally developed by Jay Cross. The concept evolved based on discussions between Jay and Dave Gray
• The Diamond Age is a postcyberpunk novel by Neal Stephenson. The Primer in The Diamond Age is a complex and highly elaborate descendant of today’s hypertext.

  Unlike the very static version we are familiar with today, the Primer is fully interactive. It not only offers the reader an open-ended narrative, but it also changes to the reader’s demands, among many other features.

• Vogon Heavy Industries is proud to make the The Hitch-Hiker’s Guide to the Galaxy available to Earth Internet users under licence from Megadodo Publications, Ursa Minor.
• Visualization of a Choose-Your-Own-Adventure book
• Fore-edge painting – Pictures along the page edges, hidden behind gilt
• Exhaustive list of book terminology
• Digital Book 09, a conference put on by IPDF (International Digital Publishing Forum)
• Wholesale eBook Sales Statistics

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

As soon as possible after concluding fieldwork, we write a Topline Summary, in which we capture our first impressions and the ideas that are top-of-mind from being in the field.

We’re always careful to be clear about what the Topline is and isn’t. There’s synthesis that happens from the fieldwork experience itself (which the Topline captures), and synthesis that happens from working with the data (which we haven’t done yet).

In the Topline we go a step further than the field highlights and start to articulate some of the patterns we think are emerging, but these ideas may change once we do a detailed analysis and synthesis of the data we’ve gathered.

In a client project, we’ll have a discussion with the client team around the Topline Summary. We encourage members of the client team to come out in the field with us, and the Topline discussion is a great opportunity for everyone who did so to share their experiences and tell stories. The Topline discussion is also a good time for our clients to let us know if there are any specific directions they want us to pursue as we analyze and synthesize the data we’ve gathered.

We’ve now finished our fieldwork for Reading Ahead. We conducted six in-depth interviews, with photo diary and participatory design activities (more in our next few posts about these methods).

Here’s our Topline Summary:

Portigal Consulting: Reading Ahead Topline Summary

1. Reading is not just a solo activity; there are significant social/interpersonal aspects for many people

• Recommendations, book clubs, lending
• Books facilitate the interpersonal aspects of reading
  

  Can be easily lent or given away

  Given as gifts

  People can use a book together: parents and kids, showing someone a passage or illustrations, etc.

• Reading can be a big part of family life
  

  Childhood memories, passing books between generations, reading with one’s own children.

  Connection between home life and outside world (school)

2. Reading and Books are not always one and the same

• Erica buys some books because she likes them as objects. She knows she may not read all of them. “I love books. I almost like books more than reading.”
• Jeff says if you love to read, you’d like the Kindle. If you love books, you should try it out before you buy one
• The Kindle facilitates types of reading beyond books: blogs, articles, periodicals

3. Books do more than carry content

• Books engage the senses: they are tactile, visual objects, with specific characteristics like smell and weight
  

  Become carriers of specific memories

  Develop a patina that carries meaning

  An inscribed book becomes a record of an event, interaction, relationship

• There is an art/collector aspect to books (which is absent in the Kindle)
  

  First editions

  Signed copies

  Galley proofs

  Typography

  Pictures and illustrations

  Quality of paper, printing, etc.

• Books say something about a person
  

  Others can see what you’re reading; like clothes, etc., this carries meaning

  “Looking at someone’s bookshelves when you go to their house” (Jeff)

  When people give books as gifts they are deliberately communicating something about the relationship, the event, themselves, and the recipient

• Books can create a physical record of someone’s reading activity
  

  Chris used to line up all the books he had read to get a sense of accomplishment

  Annotations, bookmarks, tags all convey the reader’s personal history with that book

4. Books are easily shared

• Pass them along to others
• Donate to library
• Sell or buy at used book store
• Borrow from the library rather than purchasing

5. How books are stored and organized carries meaning

• Emotion, sense of pride, expression of personality, record of engagement
• Erica organizes her books by how the content/type of book feels to her: “dusty” classics, modern classics, etc.
• Julie’s extensive shelves are organized alphabetically to reinforce the idea of library

6. Libraries and bookstores provide specific experiences

• As a little girl, Erica visited different libraries with her Mom. This was their daily activity, and Erica retains strong and specific memories
• Julie and her housemate recreated a library atmosphere in their home
  

  A quiet, comfortable space

  Good lighting

  Alphabetized bookshelves

  A unified décor

• For Jeff and others, spending time browsing in a bookstore represents having leisure time

7. The Kindle

• For people whose love of reading is bound up in their love of books, the Kindle loses much of the reading experience; it is only a content carrier
• Julie has a history of wanting to read on electronic devices as well as from printed books, so to her, the Kindle is a big evolutionary step from her old Palm, the iPhone, etc.
• For Erica, the Kindle signifies “computer,” so it does not let her “unplug” from the fast-paced connected lifestyle that books provide a refuge from
• Several people described the kinetics of page-turning as an important aspect of reading books that is absent in the Kindle
• Books afford ways of navigating content that the Kindle does not: flipping, comparing non-sequential pages, looking at the recipes at the end of each chapter, etc.
• Peter finds it frustrating that when he buys a Kindle book from Amazon, he can’t share it. When he started working in an environment where people were passing books around, he went back to reading printed books

8. 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:

• Interactive
  

  Put yourself in the story

  Leave the story for more information

  Choose from alternate endings, versions

• Size-shifting
  

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

• Retain the book form while adding functionality
  

  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.

• Privacy
  

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

• Projecting
  

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