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UCLA ANTHRO 9
LECTURE
February 12, 2013
Professor Mariko Tamanoi
Copyright Susan Wilhite 2013




Today we’ll talk about…
• Ecosystems of non-academic research – business and
 other organizations.
  • Resources, niches - survival
• Cultures and sub-cultures: produced, criticized and
  morphed by various “tribes” in many places and over time
• How cultural practices and values are transmitted and
  challenged

• As it happens – we’re going to talk about what may be
 someday part of your career.
Copyright Susan Wilhite 2013




WHO’S HEARD OF USER
EXPERIENCE RESEARCH?
• Market Research
• Usability
• User Experience (UX)
Copyright Susan Wilhite 2013




Market Research
 o Market Research is mostly about opinion, attitudes.
   o Question – answer.
 o Prep for selling whatever has been developed,
   o The end of the process, little/no user influence
 o Offers a comparatively superficial view
   o methodologies, intent
   o Example: Directed inquiries - what the questioner wants to know, on
     her terms.
      o Often forces “respondents” to think about something the way the
        researcher thinks about a topic

• What induced evolutionary complexity of research
 methodologies?
Copyright Susan Wilhite 2013



What induced evolutionary complexity of
research methodologies?

• The craving for richer knowledge
• Combined with the availability of maturing academic disciplines
 to inform the work

But why?
• Resulting from market pressures
Copyright Susan Wilhite 2013




Usability/Human Computer Interaction
Summative, mid-later Product Development
 • Prototype testing



 o Specifically for humans and computer development
 o Conducted in a lab to control variables
 o More about behaviors and perceptions than Mkt. Res.
 o Participants are consultants, experts at being human
Copyright Susan Wilhite 2013




User eXperience (UX)
Formative and Summative – all the way thru Product Dev


 o Can include usability and market research methodologies
 o Research on the “Other’s” terms.
   o Our job: extract implications from their meanings.
 o Conducted anywhere
   o in context, online, and in a lab
 o Artifacts
 o A much wider array of academic disciplines (aka “majors”)

                Draw the Methodologies Formula
                   Draw the Design Process
Copyright Susan Wilhite 2013




Research Methodologies
Market Research
    Q -> A


                                                = User
                  +      Formative
   Usability                                    Experience
                      (Discovery)
(Summative for                                  Research
 Prototypes or
    existing
   products)
Copyright Susan Wilhite 2013




Design Process
             Beginning to end of Product Development -->

                          Product Manager
                   Summative

 UX Researcher
 Formative




                                                                     Customer Research
                                   UX Developer
                                   (Front End)




                                NOT TO SCALE!!
Copyright Susan Wilhite 2013




Notes on the Design Process
• Formative Research is done at the outset; Summative is done
 when there is a product and business model direction.
  • Formative is where anthropology adds most value
• The Product Manager is a peer to the Researcher, Designer,
  and Developer
• Customer Research pertains to the experience of those who
  buy the product/service (not necessarily the actual
  user/beneficiary) – sales, support, legal. Not part of the product
  development process, but appropriates some UX
  methodologies (usually badly, but it’s nice that they try)
• Designers are usually expected to know research
  methodologies and sometimes conduct research.
• Designers are sometimes expected to code prototypes for the
  developers, or pair with them in the beta process
Copyright Susan Wilhite 2013




An Echo from the MBA People

“Ask fewer questions about what people will do

instead set up small field tests and controlled studies that
observe what they actually do.

In most instances, they will be lot cheaper than traditional
market research approaches, and yet the insights they
reveal could provide a real competitive advantage…”

                     Steve Martin, Harvard Business Review blog 1/30/13
Copyright Susan Wilhite 2013




A STANDARD GOOGLE
UX JOB DESCRIPTION
A good description of the role and its ecosystem
Copyright Susan Wilhite 2013




Overview
• The job of our User Experience professionals is to make
 sure that our products are useful, usable and desirable to
 millions of users worldwide.

• Our Interaction Designers, Visual
 Designers, Prototypers and Researchers work with
 Product Managers and Engineers to improve our
 products and develop new ones.

• …team members are encouraged to identify new
 opportunities for user experience improvements.
Copyright Susan Wilhite 2013




The UX Team
• Researchers
• Designers
• Information Architects
• Content Writers
• Business Analysts
• Developers


Each of these roles has a number of sub-specialties.
We are committed to informing and aligning our work with
stated corporate strategies.
Copyright Susan Wilhite 2013




Qualifications
• An advanced degree preferred in computer
 science, human computer interaction, cognitive
 science, experimental
 psychology, anthropology, information science or related
 field.

• At least 3 years of work experience in an applied
 research setting.

• Experience integrating user research into product
 designs and design practices
Copyright Susan Wilhite 2013




More Qualifications
• Excellent interpersonal, communication, negotiation, and
 collaborate skills (culture!)

• Strong understanding of strengths and shortcomings of
 different research methods, including when and how to
 apply them during each product phase.

• Excellent working knowledge of statistics and the
 principles of experiment design.
Copyright Susan Wilhite 2013




WHY ANTHROPOLOGY?
Anthropology is authentic discovery, a strong an ownership of
exploration.
People-intensive. Not manipulative.
Theoretical grounding. Critical thinking and arguing evidence.
The search for unexpected meaning, not just the answers.
Copyright Susan Wilhite 2013




Criticism

• Henry Ford & Steve Jobs ‘people don’t know what they
 want’ is mostly true. Researchers and designers figure it
 out from the data. That’s our task.

• The burning question is: Is it too much to ask a researcher
 to also be a producer, and vice versa?
  • Is research a specialty that can be adequately adopted by
   designers, coders, business folks?
Copyright Susan Wilhite 2013




THE UX RESEARCHER
ROLE
How I do my work
Copyright Susan Wilhite 2013




• Draw up research questions, draw hypotheses, data
    processing, data analysis.
•   Involve other roles
•   Be current on methodologies and how they work best
•   Know technical resources and keep skills sharp
•   “present” findings in a format that suits the needs of the
    stakeholders (called the deliverable)
•   Evangelize the findings
Copyright Susan Wilhite 2013




Current work Example - Vegas
• Some research was done by previous researchers
• Upon arrival, changed a series of “focus groups” to 1:1
 formative interviews.
  • Focus groups are a market research methodology intended to build
    consensus in that group
  • We didn’t know how these people do their work and what kinds of
    organizational requirements and constraints they’re under.
    • So –> 1:1.
Copyright Susan Wilhite 2013




Internal to External Cultures
• Fielding research requests and deciding on
 methodologies.
     • Time is short and material resources are limited.

• Participants (customers) must be handled carefully.
  • I can’t wreck a relationship built by the Sales and the Support
    tribes. Even though I do not want those tribes participating in the
    research process
  • Customers must feel free to talk to me about what I want them to
    talk about – it’s a different relationship
Copyright Susan Wilhite 2013




Balanced Exploitation
• In an ecological system, the populations find and exploit
  niches where they can thrive.
• In a balanced ecology, the exploitation is balanced.
  Relationships are symbiotic: negotiated and mutually
  beneficial. Political. Among humans - Cultural.
• Every entity we sell to has a version of a culture.
• I work on categorizing those cultures in a way that makes
  sense to my team, group, and company
Copyright Susan Wilhite 2013




External to Internal
• I am expected to interpret and recommend actions
 intended to produce an effect on the people I study.
 Research -> Design -> user experience
 • My findings must be reliable: ask the right questions, collect data in
   a usable way, make sure everyone on my team and group is on
   board, process and analyze the data correctly and quickly, present
   the findings in a nutritious way.
 • Listen to other interpretations, new questions (“now that we know
   this, what about that point right there?”)
Copyright Susan Wilhite 2013




The C-level
• I must be persuasive all the way up to the VP and C-level
  executives.
• This means packaging my findings to be easily
  consumable and actionable.
• They have to believe that what I am telling them they can
  defend later.
  • I work hard to justify my existence
Copyright Susan Wilhite 2013




MY ROAD TO BECOMING A
UX RESEARCHER
Obstacles and distractions
Copyright Susan Wilhite 2013




UX did not exist in 1992
• Sell the components of what you want to do. For me, that was
  qualitative research skills
• Toyed with Market Research
     • Hired Gallup to do the heavy lifting
     • Got on the phones to do surveys
     • Proposed and ran a focus group arm
• Paper editing at Harvard
• Microsoft: deep interest in research and deep pockets to pay
 for it
     • Did a lot of work on my own time
     • Pushed to leave and get a master’s in Cognitive Psych (prep for usability
          engineering)
• Conferences, informational interviews, hanging out at usability
  lab studies, networking, having an opinion and stating it.
• Did pro bono work for Habitat for Humanity
     • Proposed an application for the skills I was offering
     • Trained others to do ethnographic fieldwork
Copyright Susan Wilhite 2013




QUESTIONS?

Susan_Wilhite at msn dot com
@Maggid

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Anthro 9 lecture on UX Research in Silicon Valley

  • 1. UCLA ANTHRO 9 LECTURE February 12, 2013 Professor Mariko Tamanoi
  • 2. Copyright Susan Wilhite 2013 Today we’ll talk about… • Ecosystems of non-academic research – business and other organizations. • Resources, niches - survival • Cultures and sub-cultures: produced, criticized and morphed by various “tribes” in many places and over time • How cultural practices and values are transmitted and challenged • As it happens – we’re going to talk about what may be someday part of your career.
  • 3. Copyright Susan Wilhite 2013 WHO’S HEARD OF USER EXPERIENCE RESEARCH? • Market Research • Usability • User Experience (UX)
  • 4. Copyright Susan Wilhite 2013 Market Research o Market Research is mostly about opinion, attitudes. o Question – answer. o Prep for selling whatever has been developed, o The end of the process, little/no user influence o Offers a comparatively superficial view o methodologies, intent o Example: Directed inquiries - what the questioner wants to know, on her terms. o Often forces “respondents” to think about something the way the researcher thinks about a topic • What induced evolutionary complexity of research methodologies?
  • 5. Copyright Susan Wilhite 2013 What induced evolutionary complexity of research methodologies? • The craving for richer knowledge • Combined with the availability of maturing academic disciplines to inform the work But why? • Resulting from market pressures
  • 6. Copyright Susan Wilhite 2013 Usability/Human Computer Interaction Summative, mid-later Product Development • Prototype testing o Specifically for humans and computer development o Conducted in a lab to control variables o More about behaviors and perceptions than Mkt. Res. o Participants are consultants, experts at being human
  • 7. Copyright Susan Wilhite 2013 User eXperience (UX) Formative and Summative – all the way thru Product Dev o Can include usability and market research methodologies o Research on the “Other’s” terms. o Our job: extract implications from their meanings. o Conducted anywhere o in context, online, and in a lab o Artifacts o A much wider array of academic disciplines (aka “majors”) Draw the Methodologies Formula Draw the Design Process
  • 8. Copyright Susan Wilhite 2013 Research Methodologies Market Research Q -> A = User + Formative Usability Experience (Discovery) (Summative for Research Prototypes or existing products)
  • 9. Copyright Susan Wilhite 2013 Design Process Beginning to end of Product Development --> Product Manager Summative UX Researcher Formative Customer Research UX Developer (Front End) NOT TO SCALE!!
  • 10. Copyright Susan Wilhite 2013 Notes on the Design Process • Formative Research is done at the outset; Summative is done when there is a product and business model direction. • Formative is where anthropology adds most value • The Product Manager is a peer to the Researcher, Designer, and Developer • Customer Research pertains to the experience of those who buy the product/service (not necessarily the actual user/beneficiary) – sales, support, legal. Not part of the product development process, but appropriates some UX methodologies (usually badly, but it’s nice that they try) • Designers are usually expected to know research methodologies and sometimes conduct research. • Designers are sometimes expected to code prototypes for the developers, or pair with them in the beta process
  • 11. Copyright Susan Wilhite 2013 An Echo from the MBA People “Ask fewer questions about what people will do instead set up small field tests and controlled studies that observe what they actually do. In most instances, they will be lot cheaper than traditional market research approaches, and yet the insights they reveal could provide a real competitive advantage…” Steve Martin, Harvard Business Review blog 1/30/13
  • 12. Copyright Susan Wilhite 2013 A STANDARD GOOGLE UX JOB DESCRIPTION A good description of the role and its ecosystem
  • 13. Copyright Susan Wilhite 2013 Overview • The job of our User Experience professionals is to make sure that our products are useful, usable and desirable to millions of users worldwide. • Our Interaction Designers, Visual Designers, Prototypers and Researchers work with Product Managers and Engineers to improve our products and develop new ones. • …team members are encouraged to identify new opportunities for user experience improvements.
  • 14. Copyright Susan Wilhite 2013 The UX Team • Researchers • Designers • Information Architects • Content Writers • Business Analysts • Developers Each of these roles has a number of sub-specialties. We are committed to informing and aligning our work with stated corporate strategies.
  • 15. Copyright Susan Wilhite 2013 Qualifications • An advanced degree preferred in computer science, human computer interaction, cognitive science, experimental psychology, anthropology, information science or related field. • At least 3 years of work experience in an applied research setting. • Experience integrating user research into product designs and design practices
  • 16. Copyright Susan Wilhite 2013 More Qualifications • Excellent interpersonal, communication, negotiation, and collaborate skills (culture!) • Strong understanding of strengths and shortcomings of different research methods, including when and how to apply them during each product phase. • Excellent working knowledge of statistics and the principles of experiment design.
  • 17. Copyright Susan Wilhite 2013 WHY ANTHROPOLOGY? Anthropology is authentic discovery, a strong an ownership of exploration. People-intensive. Not manipulative. Theoretical grounding. Critical thinking and arguing evidence. The search for unexpected meaning, not just the answers.
  • 18. Copyright Susan Wilhite 2013 Criticism • Henry Ford & Steve Jobs ‘people don’t know what they want’ is mostly true. Researchers and designers figure it out from the data. That’s our task. • The burning question is: Is it too much to ask a researcher to also be a producer, and vice versa? • Is research a specialty that can be adequately adopted by designers, coders, business folks?
  • 19. Copyright Susan Wilhite 2013 THE UX RESEARCHER ROLE How I do my work
  • 20. Copyright Susan Wilhite 2013 • Draw up research questions, draw hypotheses, data processing, data analysis. • Involve other roles • Be current on methodologies and how they work best • Know technical resources and keep skills sharp • “present” findings in a format that suits the needs of the stakeholders (called the deliverable) • Evangelize the findings
  • 21. Copyright Susan Wilhite 2013 Current work Example - Vegas • Some research was done by previous researchers • Upon arrival, changed a series of “focus groups” to 1:1 formative interviews. • Focus groups are a market research methodology intended to build consensus in that group • We didn’t know how these people do their work and what kinds of organizational requirements and constraints they’re under. • So –> 1:1.
  • 22. Copyright Susan Wilhite 2013 Internal to External Cultures • Fielding research requests and deciding on methodologies. • Time is short and material resources are limited. • Participants (customers) must be handled carefully. • I can’t wreck a relationship built by the Sales and the Support tribes. Even though I do not want those tribes participating in the research process • Customers must feel free to talk to me about what I want them to talk about – it’s a different relationship
  • 23. Copyright Susan Wilhite 2013 Balanced Exploitation • In an ecological system, the populations find and exploit niches where they can thrive. • In a balanced ecology, the exploitation is balanced. Relationships are symbiotic: negotiated and mutually beneficial. Political. Among humans - Cultural. • Every entity we sell to has a version of a culture. • I work on categorizing those cultures in a way that makes sense to my team, group, and company
  • 24. Copyright Susan Wilhite 2013 External to Internal • I am expected to interpret and recommend actions intended to produce an effect on the people I study. Research -> Design -> user experience • My findings must be reliable: ask the right questions, collect data in a usable way, make sure everyone on my team and group is on board, process and analyze the data correctly and quickly, present the findings in a nutritious way. • Listen to other interpretations, new questions (“now that we know this, what about that point right there?”)
  • 25. Copyright Susan Wilhite 2013 The C-level • I must be persuasive all the way up to the VP and C-level executives. • This means packaging my findings to be easily consumable and actionable. • They have to believe that what I am telling them they can defend later. • I work hard to justify my existence
  • 26. Copyright Susan Wilhite 2013 MY ROAD TO BECOMING A UX RESEARCHER Obstacles and distractions
  • 27. Copyright Susan Wilhite 2013 UX did not exist in 1992 • Sell the components of what you want to do. For me, that was qualitative research skills • Toyed with Market Research • Hired Gallup to do the heavy lifting • Got on the phones to do surveys • Proposed and ran a focus group arm • Paper editing at Harvard • Microsoft: deep interest in research and deep pockets to pay for it • Did a lot of work on my own time • Pushed to leave and get a master’s in Cognitive Psych (prep for usability engineering) • Conferences, informational interviews, hanging out at usability lab studies, networking, having an opinion and stating it. • Did pro bono work for Habitat for Humanity • Proposed an application for the skills I was offering • Trained others to do ethnographic fieldwork
  • 28. Copyright Susan Wilhite 2013 QUESTIONS? Susan_Wilhite at msn dot com @Maggid