One of the talks I do at speaking events is a general introduction to the elements of user experience design. The slides are always evolving so I’ve been hesitant to upload the presentation to Slideshare since it will be outdated pretty much immediately. It’s also a presentation that relies heavily on the voice-over - it’s not really something you can just read from front to back.

Having said that, I think it’s time to put at least a version of the presentation online, with a bunch of disclaimers about how this is a simplified view of what UX is, that it requires explanation in a lot of areas, and that it’s definitely not exhaustive or the only way to think about UX. Here’s the summary:

In this talk I give an overview of the elements of User Experience Design, and more importantly, why you should care about it. The goal is to provide some baseline knowledge of the user-centered design process to equip anyone to take those skills back to their daily work and start applying it immediately. I discuss user experience research, content strategy, interaction design, and visual design, and how those elements work together to build great experiences.

So, here you go. I hope you find it useful.

Frank Chimero reflecting on Facebook’s advances in “frictionless sharing” of content:

Any physicist knows that it’s impossible to exist in a frictionless universe, and that friction hasn’t been diminished with Facebook’s sharing model so much as transferred the work of making sense of things from the one sharing to the audience.

I recently mentioned that reducing the effort needed to share and communicate with others might be inching us closer to a post-literate society. Frank’s remark adds another consideration: the reduced effort required to share information places the burden of understanding much more on the audience than on the person sharing.

“Frictionless” sharing of what song you are currently listening to sounds interesting at first, and then it just starts to sound creepy. But even if you can get beyond the creepiness factor you’re faced with the fact that it becomes the audience’s responsibility to make sense of that information. How interesting is knowing what song I’m listening to without an explanation why I’m listening to it and what it means to me?

At what point will all this lazy sharing result in lazy audiences who can’t be bothered to go hunting for the meaning in the information? At what point does the audience become mere “consumers” of content in the true sense of the word - “to destroy or expend by use” - and end up in a similar situation as the obese passengers on the Axiom?

Somehow my wife and I found our way to The Coffee Roasting Company at Lourensford Wine Estate on Saturday. We’ve never been there, and the experience was fantastic. I recently referenced an article on how architecture can be used to influence behavior, and this place is a prime example. The coffee shop is designed to encourage talking and not rushing.

You’re greeted with the almost-overwhelming smell of different coffees blending together. Next you notice the unpretentious, “we’re just here to brew good espresso” decor, followed by the rustic tables and stacks of well-read books about coffee scattered all over. This is how coffee should be enjoyed.

As my wife and I settle in to wait for our cappuccinos I pick up a book called Coffee by Claudia Roden. I read out loud to her:

In Turkey at one time, a man promised when he married never to let his wife go without coffee, and it was considered a legitimate cause for divorce if he neglected to do so. So important is coffee in Oriental life that it is common for beggars to ask for money to buy it. It is inconceivable that they should go without. Business and bargaining are always done over a cup of coffee served before the argument starts. Whether in a shop or a market stall it creates a bond and an obligation between buyer and seller.

The author goes on to say that coffee houses “required a certain leisure” since it took time to roast and prepare coffee, so people got accustomed to waiting and filling their time with conversation. As I read those words I think about something my dad brings up a lot. As a geographer he is very interested in “sense of place” and always encourages us to try to understand the soul of a town or a building. From Wikipedia:

Places said to have a strong “sense of place” have a strong identity and character that is deeply felt by local inhabitants and by many visitors. Sense of place is a social phenomenon that exists independently of any one individual’s perceptions or experiences, yet is dependent on human engagement for its existence. Such a feeling may be derived from the natural environment, but is more often made up of a mix of natural and cultural features in the landscape, and generally includes the people who occupy the place.

That’s what I felt as I sat there reading, drinking coffee with my wife, taking it all in. There is a strong sense of place not because of one single thing, but because of how the people, the smells, the architecture, and of course the coffee come together to create an undeniable identity.

What does this have to do with design? As my thoughts drifted I was reminded that all design has a sense of place - even web design. The interactions, typography, copy, images, etc., come together to create an experience. You can analyze a design in pieces, but you can only experience it as a whole.

We tend to break up the different functions of user experience design, and that’s fine. We need User Researchers, Information Architects, Content Strategists, Interaction Designers, Visual Designers, and [insert latest job title here] who specialize in what they do. But it’s fallacy to think that they can work in isolation as if each is building one piece of a puzzle that can merely be assembled once all is said and done.

For a design to have a strong and desirable sense of place a natural ebb and flow between the different aspects is essential (even if it’s all done by the same person). Turning a wireframe into a high-fidelity mockup isn’t a one-way activity - there will always be things to reconsider about the interaction or the content (or a multitude of other aspects). As I’ve written before, designing in isolation can be dangerous and very unsatisfactory for everyone involved.

I’ll add this: designing in a place like this is way better than designing in a cubicle. Creative spaces beget creativity.

Also, that coffee was amazing.

Here’s Mashable in an article with a title that sounds like it was created in a random buzzword generator: Facebook Open Graph Seeks to Deliver Real-Time Serendipity:

Facebook felt constrained by the Like button because it was an implicit endorsement of content. Facebook wants users to share everything they are doing, whether it’s watching a show or hiking a trail, so it decided to create a way to “express lightweight activity.”

So in essence they’re saying that clicking the Like button is too much of a commitment; the action is too heavy. We need something a little more indifferent and “lightweight”.

With the Like button you already didn’t have to use words. With Facebook Open Graph you grant permission to an app once, and then it silently and passively starts broadcasting what you’re doing. No thinking required.

By continuing to reduce the effort needed to share and communicate with others we seem to inch ever closer to a post-literate society.  In his essay Like, the Post-Literate Society, James Shelly discusses this phenomenon and quotes Bruce W. Power:

What happens to thinking, resistance, and dissent when the ground becomes wordless?

He goes on to say this:

Thus I ponder: do we become a post-literate society at the moment we manifest an incapacity to discuss our own potential status as such? If so, are we already there?

These are good questions on a day like today.

I love Tom Armitage’s post Asleep and Awake, about the differences between the Kindle and the iPad. Here’s how he describes what happens when you wake each device up:

The Kindle blinks ”“ as if it’s remembering where it was ”“ and then displays a screen that’s usually composed of text. The content of the screen changes, but the quality of it doesn’t. Ther’s no sudden change in brightness or contrast, no backlight. If you hadn’t witnessed the change, you might not think there was anything to pay attention to there.

When the iPad wakes up, everything else in the room disappears; your attention’s been stolen by that burst of light.

He goes on to describe the Kindle as having a “quiet confidence” while the iPad constantly seeks your attention. The conclusion serves as a healthy reminder of the scope of true user experience:

The Kindle, much like a paperback book, is just as happy “asleep” as it is in use. It’s a reminder that the design of genuinely ubiquitous devices and products is not just about what they are like in use; it is also about what they are like when they are just present.

We need to remember that even on the web, we’re not just designing online experiences. All the touch points with users have to be designed. Yet we often don’t apply user-centred design principles to areas like customer support and logistics. Let the Kindle’s “asleep” state remind us to do so.

Kelly Sutton provides a great reminder of what design thinking is all about in Your idea is terrible, a post about startups and the current obsession with “social layers”:

The problems that your project solves shouldn’t start with “Wouldn’t it be nice if”¦” Instead, they should always be phrased, “X sucks because Y and Z.” You may not even have a solution. Technology may not even be the right solution. But please stop adding social layers to social layers and raising 5 million dollarbucks.

Every UX project should be framed in the same way.

Don’t start with “What would happen if we move this button over here?” Instead, start with “Our checkout process sucks because our research shows that users are not seeing the ‘Pay now’ button.”

Marco Arment recently wrote an excellent post about the differences between Apple and Microsoft customers. It got me thinking about Windows 8, Metro UI, and a slightly different theory on what Microsoft is trying to accomplish with the next version of their operating system. Here’s Marco:

People who aren’t willing or able to compromise on their needs regularly are much more likely to be Windows customers. The Windows message is much more palatable to corporate buyers, committees, middlemen, and people who don’t like to be told what’s best for them: “You can do whatever you want, and w’ll attempt to glue it together. It won’t always work very well, and you might not like the results, but we will do exactly what you asked for.”

He leaves out one important group of people who are also more likely to be Windows customers: regular users who don’t care about computers at all, and just want something to perform their daily email / browsing tasks on. Matt Gemmel sums up this crucial market really well:

The biggest (and most lucrative) set of customers is ordinary people, without a computing degree or specialist knowledge. These are people with no interest in specific technologies, but only in how easily they can finish today’s tasks without reading the manual. Apple caters to that market; companies who loudly proclaim their device supports CSS3 and MPEG4 and SDHC don’t even understand that it exists.

I agree with Marco’s (and Matt’s) main point: one of the main reasons for Apple’s success is their ability to compromise in the way that designers use the word: saying no to the right things. And that the Microsoft team will need to learn to compromise like that if they want to compete seriously on the tablet front.

Still, most people buy Windows PC’s not because they care about extensibility or because they have moral objections to Apple’s supposed walled garden. Most people buy Windows PC’s because they are just plain indifferent. It’s what they know, it’s what they’ve always used, and they don’t care enough about computing to consider other alternatives. This isn’t a good or a bad thing in itself, it’s simply the way it is.

One OS to rule them all

Microsoft’s decision to combine the desktop and tablet UI (Metro) on PC’s and provide access to both from the same device is the most interesting part of the unfolding Windows 8 story - particularly because we don’t know how regular users will react. Gruber nails the main problem with this approach:

I’ve been thinking all along that I’d rather Microsoft have let Metro stand alone as a next-generation OS, separate from Windows. I’m hung up on the question of how any OS that lets you do everything Windows does could compete with the iPad, because the iPad’s appeal and success is largely forged by the advantages that come from not allowing you to do so many of the things Mac OS X can do.

Surely Microsoft knows that this might be problematic for developers and users alike. I have to believe that they’re not that short-sighted. So why would they go ahead with this awkward combination? We have to consider that combining the two UI’s is part of Microsoft’s response not just to the fact that herds of people are abandoning Windows PCs for Macs[1], but also to how these users are finding their way to a new Mac on their desks.

A story that got a lot of attention recently is how Mike Elgan, the editor of Windows Magazine, made the switch from Windows to Mac. He talks about the beginning of his… um”¦ “conversion” using the phrase “gateway drugs” to describe his experience with Apple’s non-Mac devices:

The perfect out-of-box experience with the iPhone, the elegance of the whole experience of using an iPhone, re-set my expectations for how consumer electronics and computers should function. I started looking at the out-of-box experience of buying a Windows PC with a new contempt. The crapware. The stickers. The anti-virus software problem where the cure is worse than the disease. The flimsy hardware. It’s not so much that I despised Windows PCs, but that it felt like Microsoft and the PC makers despised them, like they all have no respect for their own platform.

Be afraid, Microsoft

This, more than anything, should scare the crap out of Microsoft. Apple is using iPods, iPhones, and iPads - considered “non-threatening” devices by the masses - to get users to reconsider their computing worlds.

Suddenly regular users start doing something they’ve never done before: wonder if maybe, just maybe, the Mac experience can be as pleasant as that of an iDevice. So when their Dell crashes for the 10th time in a week and it’s time for a new computer, that iPod in their pocket serves as a not-so-silent reminder: why not just walk into an Apple store and see what all the fuss is about?

So maybe that’s what’s going on with Windows 8 and Metro. More than just their version of a tablet UI, Microsoft could be placing their bets that regular users will pick up a Metro style tablet, like it a lot, and remain comfortable on their Windows PC’s knowing that the Metro UI is available for them there as well.

Everyone is uncomfortable with change, so if Microsoft can promise a consistent experience across mobile and desktop devices, it could stop the hemorrhaging to Apple products that we’re currently seeing. I’m not saying that it will work, just that it’s an interesting strategy for which they should at least get some credit.

I’ll leave the final word to Marco, who wraps up his post articulating what a giant gamble it is to combine the very different metaphors of desktop and mobile UI’s:

But how will their customers react?

Will Metro be meaningfully adopted by PC users? Or will it be a layer that most users disable immediately or use briefly and then forget about, like Mac OS X’s Dashboard, in which case they’ll deride the Metro-only tablets as “useless” and keep using Windows like they always have?

Still, Metro is the first thing to come out of Microsoft that I’m interested in since the Xbox. It looks genuinely innovative in many areas, and I can’t wait to see how this all plays out.

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1. Be honest: when is the last time you heard a story about someone switching from a Mac to a Windows PC? ↩

James Gleick provides a very interesting excerpt from his book The Information in the article How Information Became a Thing, and All Things Became Information. In the excerpt he discusses the inventions that allow us to record and preserve information (like the transistor and the “bit” as unit of measure), and how this fundamentally changed society:

The information produced and consumed by humankind used to vanish””that was the norm, the default. The sights, the sounds, the songs, the spoken word just melted away. Marks on stone, parchment, and paper were the special case. It did not occur to Sophocles’[1] audiences that it would be sad for his plays to be lost; they enjoyed the show[2].

Now expectations have inverted. Everything may be recorded and preserved, at least potentially: every musical performance; every crime in a shop, elevator, or city street; every volcano or tsunami on the remotest shore; every card played or piece moved in an online game; every rugby scrum and cricket match.

It looks like a great book. James, if you’re out there, when will the Kindle edition be available?

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1. The Wikipedia entry on Sophocles is fascinating.↩
2. Speaking of enjoying the show. â†©

Frank Chimero in Stand Clear of the Closing Doors:

Noticing is important, but what’s more important is sharing what one observes to define the edges of the experiences we share. This overlap bonds us, and the best part of paying attention is that it reminds us that we are occupying the same space at the same time as others. We are a part of the world, even in those in-between spaces.

I’ve read many books and articles about writing and why we write, but this is probably the statement that comes closest to my own feelings about writing. I want to share the things I notice in an attempt to find some of those shared experiences and the overlap that bonds us.

C.S. Lewis once said, “We read to know we are not alone.” I guess I write to know we are not alone - especially in an industry like ours that can sometimes feel very isolated.

Ok, that came out way heavier than I planned. In my defense, it’s a rainy Sunday afternoon. Anyway, here’s a video of a dancing cat to balance things out a bit.

I recently wrote about persuasion design on the web. In How Whole Foods “Primes” You To Shop, Martin Lindstrom gives some great examples of how grocery stores use persuasion design tactics to get people to buy more:

Ever notice that there’s ice everywhere in this store? Why? Does hummus really need to be kept so cold? What about cucumber-and-yogurt dip? No and no. This ice is another symbolic. Similarly, for years now supermarkets have been sprinkling select vegetables with regular drops of water—a trend that began in Denmark. Why? Like ice displays, those sprinkled drops serve as a symbolic, albeit a bogus one, of freshness and purity. Ironically, that same dewy mist makes the vegetables rot more quickly than they would otherwise. So much for perception versus reality.

I get it, and I understand that businesses need to make money, and this helps them do it. I don’t have to like it though, right?