Ethnography in Odd Places at UXPA 2013
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Ethnographers must be prepared to conduct research in varied and challenging environments. They should bring portable gear, dress comfortably, and plan for unexpected interruptions, conditions, and changes to their planned observations. Above all, ethnographers need to be flexible, open-minded, and able to adapt to what they encounter in order to gather useful insights from their research.
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Ethnography in Odd Places at UXPA 2013
- 1. Ethnography in Odd Places Carol Smith and Thyra Rauch UXPA 2013
- 2. Be Present âą Go where they are âą Inherent challenges â Space â Time â Conditions
- 3. http://www.flickr.com/photos/rockyvi/6451635085/sizes/m/in/photolist-aQ7jkF/ Some rights reserved by Rocky VI - http://www.flickr.com/photos/rockyvi/ License: http://creativecommons.org/licenses/by-nc-nd/2.0/ Preparation
- 4. Knowledge is Power âą Who you are meeting âą What gear to bring âą Where - logistics to get there âą Logistics to next location â allow time âą Do a walk/map through âą Plan for bio breaks
- 5. Gear To Bring âą Pockets âą Pens and notepad âą Recording Equipment âą Water, Clif Bar (crushable) âą Wallet (with cash) âą Extension cords, extra batteries, etc.
- 6. Pockets âą Breathable travel vest âą Easy access to: â Small gear â Two pens â Small notepad â Water bottle, snack âą Ability to be hands free â Climbing â Gear protection ScottVest - www.scottevest.com/
- 7. Case Study: Race Track
- 8. High Quality Personal Protection Fiberglass â lightweight & not affected by temp Toe, Ankle and Dirt Protection
- 9. Adapt and be Open to Experience
- 10. Outdoor Observations âą Dress for comfort
- 11. In their home⊠Donât make yourself at Home
- 12. Kids, Pets, Chaos âą Prepare for the unexpected âą Allergic reactions âą Kids âą Clutter and cleanliness
- 13. Physically Active Participants âą Keep up! â Be prepared for the length of the study âą Sound considerations â Stay mobile with small technology â Get close to participant without being too close
- 14. Public Spaces âą Everyone may feel compromised âą Be aware â Create/find smaller spaces â Speak quietly if possible http://www.flickr.com/photos/justaslice/6254973009/sizes/m/in/photolist-awJnye-cbSp23-bopgBH-9qKgT3-a2QHaG-85eBDv-ddmwdC-aWZKQp-ddmvTP- awqfuc-eyifAV-8M8tpm-7N1DPb-ciG1K9-dsxcY9-9WAQhy-88ENpV-aDQndx-avV5GZ-8jHtix-aAGD5M-as9pmp-ebCh5H-c8K8Wj-89kvjU-7TmgvL/ Some rights reserved by Slices of Light: http://www.flickr.com/photos/justaslice/ License: http://creativecommons.org/licenses/by-nc-nd/2.0/
- 15. Etiquette Meets Research âą Technical tradeshow âą Dinner âą Spontaneous research
- 17. Interruptions âą Allow reasonable ones (phone, bio, etc.) âą Incessant external or nearby noises âą Pets, kids, etc. âą Case Study: Help desk and noise level âą Consider rescheduling/cancelling
- 18. The Show Must Go On âą Loss of power, or no power â Paper printouts â Battery power (limited) â back-up power generator âą No connectivity â Phone tether â Offline solution
- 19. Prepare for the Unexpected âą A virus attack. Whoops! Plans change âą Observations mobile instead of in an office
- 20. Non-Observations âą Work has been planned out âjust for youâ âą Case Study 1: â Planned: a site visit and observation of workers. â Actual: a meeting room with execs âexplaining thingsâ. âą Case Study 2: Multi-day installation
- 21. CASE STUDY: A VERY WARM CAR
- 22. Precautions âą Participant behavior â Ride alongs â Paying attention to work â Equipment âą Environmental situations â Manufacturing â Animals
- 23. When It Doesnât Go as Planned⊠⹠Case Study 1: â Planned: European conference with small participatory sessions â Actual: âAudience participationâ not typical. âą Case Study 2: â Planned: Ethnographic research with users â Actual: Not allowed to speak with users or even observe them
- 24. Upcoming Experiences âą Where are you going? âą What are your plans/questions?
- 25. Summary âą Be flexible and adapt â People â Conditions âą Be open to opportunities â Unexpected situations âą Go light and portable âą Never miss an opportunity for â Food â Water â Bio-break
- 26. Contact Us âą Thyra Rauch âą IBM âą trauch@us.ibm.com âą +1 (408) 463-2465 âą Carol Smith âą Goodyear âą CarolJ_Smith@goodyear.com âą +1 (773) 218-6568
Notas do Editor
- Be a Girl Scout â always prepared!
- It was a very cold (and early) morning.I had not experienced racingpreviously. Before heading to the race track there was a lot of physical preparation. I needed to determine what to wear to keep warm for a full day of outdoor observations while being able to carry what Ineeded (recording equipment, note taking equipment, phone, etc.), keep it accessible and dry.Upon arriving, it became clear that recording would be another challenge during races because the noise was deafening at points. Most of the work that needed to be conducted would be in the infield area, but there was no obvious organization and the area was large. Luckily, the racers were very friendly and I was able to take my time observing various individuals and most of the recordings turned out well.
- Gear â protection from head to toeHard hat (construction sites, mines, some manufacturing)Ear protection â throw it in your bag â always helpfulEye protection (construction sites, mines, manufacturing, warehouses, etc.)Foot protection â fiberglass toes are best. These can be helpful even when just mowing the yard
- Alignment in the field
- Temperatures can changeMicro-climates are common (snow in AZ, cold in San Francisco)Precipitation can weak havoc on equipment and your state of mindResults can be messy â dress accordingly
- Donât make yourself at homeNo bio breaks in the homeResist offers of food/drinkCan lead to expectations of reciprocity
- Allergic reactions (yours and theirs)Kids â showing you all manner of thingsBe PoliteDonât be alone with children (ever!)Clutter â hoarders are more common than you might think. Some are âcleanâ and some are nasty. Do what you can to document without overly embarrassing the participant (e.g. donât ask âwhat are you going to do with all this stuff?â
- Two hour tours of facilities, walking on cement in new boots is exhausting
- AirplanesHospitals - HIPPA
- --> Was at a customer site to observe some help desk operations and was just amazed how they heard or communicated anything with each other as the noise level was just incredible (needless to say, recording that session was out)
- Carolâs Story (to be printed in Moderation Book)Contracting to a large company in a big suburban office park. Driving in, everything had seemed ok despite the bad weather, But as I came into the building I noticed that the lights seemed dimmer than normal. I hurried to the testing lab and when I got there found that the lights were not working. Luckily there was a lot of natural light from large windows across one side of the room. It was too late to contact participants as this was a relatively large city and participants were most likely in route and were to arrive fairly soon.Luckily all of the consent forms and other supporting documentation were ready to go. The study was to test a clickable prototype on a desktop computer running Morae. Someone had either planned for such an instance or we got very lucky as the testing machines were all plugged into outlets connected to the back-up power generator. As participants arrived, I explained the situation to them and told them that if it made them uncomfortable we could try to reschedule. I was especially concerned because I needed to walk them down a very dark hallway prior to entering the testing room. I cannot think of a more stressful way to enter a study if the dark makes you nervous.This situation only affected a few participants and they were very understanding. I was careful to make sure the participants felt safe before beginning each session. By the third participant that day the power came back on and I continued the study without further issues. Having the necessary documents prepared ahead of time was a lifesaver. As much as possible I try to continue to plan for each dayâs testing the day before. Regardless, it was pleasantly surprising how much we could do without electricity!
- Arrived at a customer site to observe an install just after a major virus had hit and things were in chaos  (whoops!  plans change) --> Was at a customer site to do some observations and ended up following the key person from building to building all over the "campus" and trying to record things as I went and interactions were happening along the way (supposed to be sitting in an office)
- The two international "incidents" I've had was one with a European customer -- was supposed to do a site visit and observe, and ended up in a meeting room with the execs telling me how things should be done. Themulti-day installation story : went to see a customer install a piece of software. Not only did it take days, but NOTHING was happening during the install time while the machine churned away with no feedback nor progress indication. Needless to say, I had a LOT of time to do other things while we âwaitedâ.
- Two researchers were doing a ride-along with a retired woman on a dreary early spring morning. It was chilly but the rain had stopped and the conditions were improving.Regardless of that, the participant kept her windshield wipers on for the entire time and put the heat on.There came a point where I literally was concerned for my health. I assumed my colleague in the back seat was slightly better off, but I didnât realize that she was beyond car-sick at this point and suffered silently.I stopped the interview and asked the driver if she minded if I closed the vents (hoping she would take the hint). Luckily she did and shut off the heat.We were very happy when we arrived at the next stop.I generally try to never concern others with my personal comfort when Iâm interviewing them, but this was one of those situations where I needed to act outside of the concerns of the study.
- Taco holder driving stick shift
- And, also in Europe while doing small sessions in conjunction with a customer conference, I was naively pressing the European and Asian audience to "get up and participate" to give feedback on personas, critical tasks and needed functions, and they kept looking at me like I had 3 holes in my head. (Didn't think to find out that "audience participation" was not exactly expected there.) Even worse, English was 2nd language at best. Amazingly enough, they did participate finally after I demonstrated what I wanted them to do, and got really good feedback. But, I learned that boning up on the different cultures and expectations is important.
- People change. Even if you had planned to meet with one person, a personnel change may have occurred. That new person may give you a different opportunity to observe and interview someone in the process of learning.Conditions change: e.g, may be way noisier than expected and recordings may not work wellOpportunities: eg. Virus attack and being able to observe an unplanned situationYou should always be prepared for your own comfort and needs. I have had expected âLunch hoursâ run up to 2 hours later than planned or people that never seemed to stop for a break. Speak up nicely.