DesignEthnography MacNeil
DesignEthnography MacNeil
Leslie MacNeil Weber Many thanks to the University of Washington design faculty who have helped immensely in the
2009 Graduate Thesis creation of this thesis, especially Kristine Matthews, Dominic Muren, and Axel Roesler. I would
also like to thank my fellow MFA colleagues, with whom I have formed great friendships over the
Visual Communication Design last two years. Special thanks to Preetham Kolari, who guided me through the process of creating
Division of Design experience collages, and who helped to bring a researcher’s perspective to this thesis. I am also
University of Washington grateful to all of the designers, anthropologists, and researchers who participated in the collages
and interviews required by this thesis. Special thanks to Linda Norlen, who helped tremendously
with the development of my writing.
A gracious thank you to my husband, Jason, who has provided incredible support during my
graduate school experience. And to my mom and dad, for continually providing me with
encouragement and guidance. Finally, an enthusiastic thank you to Karen Cheng, my thesis chair,
who spent countless hours reading (and re-reading) this document, providing valuable feedback
week after week. It was an honor to be able to work with you.
Thesis Committee
Karen Cheng Department Chair Thesis Chair
Kristine Matthews Assistant Professor, VCD
Dominic Muren Lecturer, Design Studies
Advisors
Preetham Kolari Senior Experience Researcher
Linda Norlen Design Educator, Writer
Axel Roesler Assistant Professor, IxD
pg. 05
CONTENTS INTRODUCTION
1.7 Conclusion
“People and culture are incredibly complex. Ethnography offers a way to make sense of this
OFFERS A WAY
complexity. It lets us see beyond our preconceptions and immerse ourselves in the world of others.
Most importantly, it allows us to see patterns of behavior in a real world context—patterns that
we can understand both rationally and intuitively.”1
Ethnography, a field of anthropological study and a research technique, helps visual communication
TO MAKE SENSE
designers create materials that evoke meaning and inspire action in their audiences. Ethnography
enables a designer’s understanding by uncovering cultural contexts and social norms.
This thesis examines the intersection between the fields of ethnography and visual communication
design. First, the thesis describes the value of ethnography in developing effective strategies for
OF THIS
visual communication design. Second, the thesis describes how designers can most effectively
collaborate with ethnographers in all phases of the design process.
INTRODUCTION
COMPLEXITY.
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pg. 09
pg. 11
SECTION 1:
THE VALUE OF In design research, ethnography is
pg. 13
settings. Data is gathered from a range of sources, but mainly research, Malinowski is considered one of the most important
from observation and/or relatively informal conversations. anthropologists of the twentieth century. Malinowski taught
his relation to life, to realize his vision of his world.” anthropology at the London School of Economics, and is the
author of Argonauts of the Western Pacific. He is pictured here
conducting field work in the Trobriand Islands.
1
Primary & Secondary Research Qualitative & Quantitative Research
DESIGN PROCESS
pg. 15
1 2 3 4 5 6
Primary research is collected first-hand by the researcher; Qualitative research is concerned with providing a
Discovery: Stage in the Ideation: Phase in the design Design: The phase in the Refinement: Stage in the Production: Stage in the Understanding: Phase in secondary research is collected from existing sources subjective understanding about human behaviors;
process where the designer process when the designer design process when the actual process in which a design is process when the final the process when the designer such as documents, historical data, or published works. quantitative research is concerned with statistical data.
identifies opportunities begins to formulate possibili- physical design is created. modified and refined. design is actually produced reflects upon the design and iden-
for design. ties for the initial design. for distribution. tifies positive and negative points.
EP
T UA
LI ZE
O
1 DISC VE RY
1.2 OVERVIEW OF DESIGN RESEARCH TAXONOMIES
C
NG
N
2
CO
DI
ID
RESEARCH AND THE DESIGN PROCESS PRIMARY AND SECONDARY QUALITATIVE AND QUANTITATIVE
AN
EA
MA
ST
T IO
Ethnography offers research techniques that Ethnography is a form of primary research. Ethnography is considered to be a type of
6 U N DE R
KE
N
help designers understand audiences. Many Primary research is data and information that qualitative research. Qualitative research
graphic designers are more familiar with is gathered directly from an original source provides in-depth descriptions or reasoning
3 DE
N
traditional design research techniques such (e.g., first-hand questioning, surveys, and focus for people’s attributes, experiences, and
IO
S IG
CT
as focus groups or one-on-one interviews groups). Secondary research is the collection of behaviors, whereas quantitative research
DU
N
RO
5P 4R than with ethnography. Traditional techniques data and information from existing sources usually results in numerical data that
E F I N E M E NT
often require individuals to report and assess (e.g., documents, historical data, or published measures specific amounts or degrees of a
T
REFLEC their own behavior. While useful, this form of works). Primary research is valuable because it person’s attributes and behaviors. Qualitative
audience research can suffer from distortions involves the collection of data that is not biased research is often conducted to generate new
and oversights that occur in any self-analysis. by anyone other than the original researcher. theories, but quantitative data is usually used
Secondary research is valuable because it to test theories that have been previously
To understand how research shapes design, accesses bodies of work from individuals who generated.6 Qualitative research is valuable
it is important to first be aware of phases within are already knowledgeable in the field of study, because it provides an explanation for people’s
the design process. A typical design process and may have a unique perspective to contrib- actions and behaviors that allows research-
involves the following activities: discovery, ute to the field. Secondary research is often ers to understand personal accounts, but
ideation, design, refinement, production, easier to access and less costly than primary quantitative data helps researchers predict
and reflection. These phases can be more research, however, secondary information that probabilities and general trends with some
generally defined as activities: conceptualize, is specific to the area of interest may not exist. degree of numerical accuracy.
make, and reflect.
Ladner, Sam. Qualitative Versus Quantitative Research.
6
pg. 17
exploratory, a generative, or an evaluative research technique processes in the research diagram.
in design. These categories correlate to phases within the
design process, listed in the blue ring surrounding the inside Generative Research: correlates with ‘make’ processes
circle. Because the design process is not linear, the smaller in the research diagram.
dashed circles represent a designer’s potential to return
nt?
inte to earlier stages in the process. Designers ask questions
on Evaluative Research: correlates with ‘reflect’ processes
ic ati ing
? throughout the design process, as can be seen here in each
n m is in the research diagram.
m mu pro phase of design.
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EXPLORATORY, GENERATIVE,
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AND EVALUATIVE
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Ethnography is useful in all stages of design: ideas and highlights specific user interests to
w
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will
>Wh
further the development of initial concepts,
DI
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EXPLORATORY
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it be
and to identify methodologies for the rest
a
evaluative research. Exploratory research takes
T IO
KE
t is a
E RS
RESEARCH place in the discovery and ideation phases of of the design process.8 In industrial design,
design
UND
ct iona b
design, helping to identify design opportunities generative research often manifests itself
e d or co mm uni cat e d?
and project goals. Exploratory research answers in an initial prototype that will be modified
le ?
TT
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EEXX the question, “what is the design or communi- several times in the future.
cation intent?” It is used to investigate ideas or
CCOO
concepts when the direction for the project has Evaluative research occurs during refinement,
not yet been defined. IDEO, a San Francisco- production, and understanding in the design
EVALUATIVE GENERATIVE
based design consultancy known for innovation phases. In the late stages of a design process,
RESEARCH RESEARCH
and unique problem-solving methods, often the designer seeks to find the best resolution
N
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uses exploratory methods with clients in the for specific concepts or prototypes, asking,
S IG
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beginning of a design process. One example of “How can it be improved?” At this stage,
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1
Participants commonly tailor their answers, responding the
pg. 19
way they think the interviewer wants them to or portraying
a more flattering self-image than reality might entail.
stories behind people’s viewpoints, whereas a manner similar to interviews, but use the Research.” www.aiga.org; 2008.
larger groups are useful for gathering a large Internet as a platform for discussion. The
number of opinions that are topical or Internet provides separation between the
surface-level (in large groups, there are too moderator and participants, possibly allowing
1
ASK CO-CREATE OBSERVE
pg. 21
ARTICULATED UNARTICULATED
+ Quick-read on people’s thoughts/emotions + Information taken from actions and direct responses + Does not rely on self-reporting
Directly attain information Participants often make new discoveries Participants in natural environment
Understand stories behind actions Participants discover new insights through creativity Patterns discovered in people’s behavior
and images that represent emotions are useful people’s activities without having to rely on mapping: Experiences from Practice. The Netherlands: Delft
University of Technology, 2005. / 11Kolari, Preetham. Personal
for exposing hidden problems (or painpoints) personal contact.7 One example, documented Interview, February 2009.
within a process. by French philosopher Gaston Bachelard in
1
pg. 23
1.4 ETHNOGRAPHY AS DESIGN RESEARCH
Recently the term ‘ethnography’ has become customers’ homes to watch people use their interaction design. Many large consumer-
much better known as the practice has grown telephones and learn about these interactions. based organizations like Microsoft, Motorola,
in use. As Darrel Rhea, Principal and CEO These observations informed his future and Intel have anthropologists on staff to assist
of market research firm Cheskin has observed, design—a rotary phone with a heavy base in product and software development.16
“Over the past few years ethnography and and pedestal stand. The heavy base was
ethnographers have been popping up every- important to customers who were used to 12Rhea, Darrel. The Rise in Popularity of Ethnography. Cheskin
where I turn. From human/computer interac- using phones that were connected to the wall, Added Value blog, 2003. / 13Li, LiAnne. Personal Interview,
March 2009. / 14Dreyfuss, Henry. Designing for People, Third
tion, to branding, to computer supported and disliked devices that felt light or loose. Ed. New York: Allworth Press, 2003. / 15Wasson, Christina.
cooperative work, to product development, Dreyfuss, unfamiliar with ethnographic work Ethnography in the field of design. Human Organization: 59(4),
to tangible computing, to advertising.”12 of his time, did not classify his research as 2000. / 16Sanders, Elizabeth. Ethnography in NPD Research. How
‘Applied Ethnography’ can Improve your NPD Research Process.
ethnography. However, the observations Visions Magazine; Aug. 2006.
As ethnography’s use in design grows, its he did for Bell were what researchers now
definition has expanded beyond its conven- consider ethnographic research.
tional meaning. Traditionally, in its academic
definition, ethnography is completed only “Ethnography appeals to designers because it
through the researcher’s immersion in a culture provides a window onto the ways consumers
or social group. However, more contemporary interact with products in their everyday lives.”15
viewpoints allow the term ‘ethnography’ to The initial study of ethnography and industrial
encompass any type of hands-on research design is generally attributed to research
method that involves an element of culture.13 completed by Lucy Suchman at Xerox Palo
Alto Research Center (PARC) in the 1980s.
One of the first designers to incorporate Xerox, known for the production of photo-
ethnography into a design process was Henry copiers, hired an anthropologist who video-
Dreyfuss, in the 1950s. In Designing for People, taped office workers trying to make copies.
Dreyfuss writes about the use of observation After viewing the videos, Xerox engineers took
1
Ethnography strengthens design by revealing context, Ways of Doing: Ways of Thinking: INVITES INVITES
pg. 25
eliciting knowledge about the cultural undertones and Customs Movements Beliefs Meaning PHYSICAL / TACTILE COGNITIVE
functions of audiences. Ethnography uncovers a society’s Communication Norms Biases Opinions INTERACTIONS INTERACTIONS
ways of doing and thinking. Understanding the core Documentation Nuances Education Organization (mental)
behavior of an audience greatly enhances a designer’s Etiquette Organization (physical) Frame of Reference Perspective
ability to develop and customize design solutions. Expressions Patterns Ideas Signified/Signifier
Gestures Routines Influences Symbols INDUSTRIAL DESIGN INTERACTION DESIGN VISUAL COMMUNICATION
Interactions Traditions Interpretations Understanding
Lifestyles Trends Knowledge Values
1
Design: “a plan to make something.” Strategy: “a careful Design Thinking: “a discipline that uses the designer’s
pg. 27
plan or method,” or “the art of employing or devising plans.” sensibility and methods to match people’s needs with
(Definitions from Webster’s Dictionary). what is technologically feasible and what a viable business
strategy can convert into customer value and market
opportunity,” (Tim Brown, 2008).24
Besides being assigned to an increasing share A Designer’s Research Manual. Gloucester: Rockport Publishers,
fundamental in advocating for a user’s needs.
Inc., 2006. / 19Joziasse, Frans. Corporate Strategy: Bringing Design
of the liability for any failures in the marketplace, Management into the Fold. In Building Design Strategy, edited
designers also face other challenges, like audi- According to Kevin McCullagh, co-founder of by Thomas Lockwood and Thomas Walton. New York: Allsworth
(in television channels, Internet sites, and other effective design strategy. In the article Strategy Copenhagen: Danish Centre for Design Research, 2009. /
22McCullagh, Kevin. Strategy for the Real World. In Building Design
forms of media output) individuals have more for the Real World, McCullagh is concerned
Strategy, edited by Thomas Lockwood and Thomas Walton.
freedom to be selective. Small segments of inter- about strategy within the corporate market- New York: Allsworth Press; 2008. / 23Koppel, Ted and Smith, Jack
est groups, a result of the multitude of choices, place, but the principles may be applied to other for ABC News. The Deep Dive. Princeton, NJ: Films Media
make it even more difficult for advertisers to Group, 2007. / 24Brown, Tim. Design Thinking. Harvard Business
communication efforts that are not driven by
Review, 1 June 2008.
aggregate all viewers into one broad audience. competitive market ventures. Strategy should
1
Pine scents were overwhelmingly preferred when compared
pg. 29
with scentless cleaners in Hispanic American households.
This insight allowed cleanser companies to modify products
and target their advertising towards a new market.
incidents of crime (an approach that is unlikely a consumer research firm, interviewed mothers Consumer Immersion. Thousand Oaks: Sage Publications,
Inc, 2006. / 26Portigal, Steve. Personal Interview, April 2009.
to be effective), ethnographers are able to provide in their homes, observing and discussing 27Stinson, Tommy. Personal Interview, February 2009.
1
Case Studies
pg. 33
ETHNOGRAPHY
AS EXPLORATORY to message repositioning: “You can protect your children
RESEARCH from AIDS. Talk to them about sex. AIDS is not a sin.”
and the diversity in languages makes communi- directions for a few different communication org. / 29 Glasband, Debbie. Email message to Leslie MacNeil,
March 2009.
cations a challenge. An audit of the existing approaches. Some of the existing HIV/AIDS
HIV/AIDS communication materials (website, materials focused their message on monogamy
brochures, billboards, etc.) revealed that the as a prevention technique for HIV/AIDS (e.g.,
1
CASE STUDY 2: The campaign’s research shows that while teenagers
pg. 35
ETHNOGRAPHY
AS GENERATIVE do not like to be told what to do, they do look for facts
RESEARCH and information that can help them make good choices.
Above the Influence relies heavily on audience Some of the campaign’s print ads feature the Researchers continually contribute reports
research to inform all stages of the campaign. slogan “What’s the worst that could happen?” that inform the strategy for Above the
Ethnographic research, completed through paired with images of human-like wasps and Influence advertisements, including qualita-
what the research team termed “road trips,” rodents playing with lethal products. One ad tive, exploratory work, quantitative testing,
was conducted with teenagers in nine states, features two ‘teenage’ slugs, sitting at a kitchen and year-around tracking surveys.31
engaging in discussions with circles of teenage table divvying out salt to each other. The
friends. Researchers visited popular teenage television ads present provocative, yet open- The campaign has had widespread exposure,
locations (malls, coffee ships, bookstores, etc.) ended messages. In one ad, a teenage boy plays with the Above the Influence ads quickly
to learn about teenage behavior. “The research basketball as his shadow follows him around reaching 60 percent of teenagers and the
gave us insights into the importance of ensuring the court. As he leaves to join his friend who is website receiving more than 3.7 million
that the voice of the messages was essentially smoking marijuana on the side of the court, clicks. Teenage use of marijuana has dropped
“teen to teen” by virtue of the consequences that his shadow is left behind and the question is 19 percent since the launch of the campaign.
teens see first-hand from drug use (more social posed, “If you smoke weed, how much of
consequences such as letting someone down or yourself are you leaving behind?” Above the Influence website: www.abovetheinfluence.com.
30
Research provided the organizers of Above the the way our creative was executed, and we made
Influence with a greater understanding for that come to life in media by choosing vehicles
the teenage audience, allowing the campaign that felt very ‘us to us’—from a teen’s view rather
to shape its advertisements. The campaign’s than an authoritarian perspective,” said Ted
research found that while teenagers do not like Ellet, Media Director at Foote Cone & Belding.31
1
CASE STUDY 3: “ Why don’t we turn that around on its head, and see if we
pg. 37
ETHNOGRAPHY
AS EVALUATIVE can associate some amount of sexiness with a condom . . .
RESEARCH ‘Okay, if I’ve got to wear a condom, why don’t I at least go
for a sexier one?’”
KAMASUTRA CONDOM ADVERTISING IN INDIA
Over the course of several years, William were seen as an obstacle that prevented sexual and historical analyses. He studied the key
Mazzarella, now University of Chicago pleasure. Mazzarella describes Nirodh condoms factors in KamaSutra’s development including
Associate Professor of Anthropology and as thick, non-lubricated, and yellow; the word its investors, Lintas:India, and relationships
Social Sciences, conducted a detailed ethno- ‘Nirodh’ literally means restraint or control. The between the advertising agencies and the
graphic study about the role of advertising in KamaSutra brand presented its condoms as Indian government. Adi Pocha, the creative
India in the 1980s and 90s. In Shoveling Smoke, a radical departure from Nirodh by selling the director for KamaSutra’s account, described
Mazzarella provides a comprehensive analysis idea that KamaSutra condoms actually enhanced KamaSutra’s brand positioning to Mazzarella,
of the KamaSutra condom brand in Bombay, sexual pleasure. “If a guy is into sex, and he doesn’t wear a
India in the 1990s as an effort to understand the condom, chances are he’s doing it for a child.
underlying socio-economic factors that led to a The campaign used quotations and the name Or, just because he can’t care less. But if a guy
significant change in India’s advertising culture. from the ancient ‘Kamasutra,’ paired with wears a condom, that means he’s only into sex
contemporary images. One of the campaign for the pleasure. Right? … But a condom is
The launch of the KamaSutra campaign, ads read: “Over 3000 years ago, the Egyptians perceived as inhibiting pleasure. So we said,
considered far more luxurious than previous used linen sheaths. Casanova used condoms “Why don’t we turn that around on its head,
governmentally subsidized condoms called issued in standard service kits for men in the and see if we can associate some amount of
Nirodh, came in 1991. Surprisingly, KamaSutra armed forces. The Beatles and Rock ‘n’ Roll sexiness with a condom so that a guy who’s
ads caused India’s glamour magazines to fly and the sexual revolution ignored the condom considering buying a condom says ‘Okay, if
off the shelves. The advertisements, a radical to the dark side of the moon. And for years, I’ve got to wear a condom, why don’t I at least
departure from previous advertising campaign there was an uncomfortable silence. And then go for a sexier one?’”34
strategies, pushed the boundaries of acceptable came KamaSutra. The condom. Dedicated to
talk of sex in India’s public. The ads featured the partners of lovemaking. And their pleasures.” Mazzarella, William. Shoveling Smoke: Advertising
34
1
pg. 39
1.7 CONCLUSION
COMMUNICATION
Ethnography provides knowledge about cultural
contexts. It is a primary research method that
makes use of observational techniques in a
specifically, a thirty-five percent increase in
the world’s expenditure on health from 2003 to
2008. However, there are many improvements
threat. Even the KamaSutra condom campaign,
an ethnographic brand analysis, relates to
public health in that a condom’s underlying
EFFORTS EXTEND
participant’s natural setting. In contrast to
articulated research techniques, ethnography
does not rely on a person’s analysis of their own
behavior (as in focus groups or surveys).
yet to be made and progress has been unequal.
While many countries have benefited, there is
a considerable number that are moving in the
opposite direction.35
effect is safe sex.
INFORMATION,
is researched and documented to a lesser degree invariably extend beyond the narrowly defined collaboration efforts might occur in the overlap
in visual communication design. Ethnography health sector, beyond a single level of policy between ethnography and design. Future study
is equally valuable in visual communication purview and, increasingly, across borders: this is recommended to identify specific methods
fields like advertising and branding, especially as raises the benchmark in terms of working effec- for visual communication designers to use to
global efforts increase and audiences continue to tively across government and stakeholders.”35 identify scenarios when ethnography has the
TO MAKE LIFE-SAVING
a whole, people today live longer than they did potential risks, and urge people to make
thirty years ago. Essential drugs that were once life-saving behavior changes. Ultimately, these
difficult to get have become accessible in many efforts aim to bring improvement to the overall
places throughout the world; and clean water, health and well-being of populations across
sanitation, and prenatal care have all improved. the globe. Each of the presented case studies
These developments may largely be attributed
to growth of the global health economy—
demonstrates ethnography’s use as a tool to
educate or inform an audience about a health BEHAVIOR CHANGES.
1
pg. 41
pg. 43
SECTION 2:
INCORPORATING
ETHNOGRAPHY
INTO VISUAL An introduction to ethnographic
2
pg. 45
FIELD ETHNOGRAPHY INTERVIEW & PHOTO ETHNOGRAPHY RAPID ETHNOGRAPHY
LENGTHY RAPID
Years+ Months Weeks Days Hours -
2
pg. 47
2 . R E S E A RC H PL A N N I N
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2.2 THE ETHNOGRAPHIC DESIGN PROCESS
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6. U
S PRO
S
1. PROPOSAL PROCESS 3. FIELD STUDIES
M AK
DE S IG N E R’
While the processes and the vocabulary used to Many agencies go through a proposal process as Field studies, conducted in a participant’s
E
describe the processes vary across design and a means of being selected by clients for specific natural environment, may include observations,
research agencies, there are many overlapping projects. Proposals often include an overview interviews, videography, and other methods
FOUNDATION FOR DESIGN stages that are used repeatedly in an ethno- of a research/design approach that the agency of data collection.
+ ETHNOGRAPHY PROCESS graphic design process. A general process for recommends for the particular project.
a project involving ethnography and design 4. ANALYSIS/SYNTHESIS
involves the following stages: 2. RESEARCH PLANNING Data is analyzed and insights are extracted from
ES
is first important to formulate a detailed plan.
I
CT
IG
DU
T
PR
REFLEC the fieldwork, deciding who should participate, The design phase begins with ideation and
5.
the methods for data collection, and the appro- concept development, then moves forward into
priate length and duration for the fieldwork. design, refinements, and finally, production.
4 . R E FI N E M E N T
2
William Reese / Director of Consumer Insights & Trends
Wibke Fleischer / Senior Specialist, Insights & Trends
Joanne Mendel / Director, Design Methods Practice
Cheskin Added Value; San Francisco, California
pg. 49
Portigal Consulting; Pacifica, California
Designers and design researchers from six begin, more than one hundred phrases and ethnographic research. Once the activity was
firms completed an experience collage to images were selected through a brainstorming mapped, the participants were provided with
provide insight about the intersection of design process. The phrases and images were selected colored arrows to place on the collage. Green
and ethnography, and the collaboration efforts to relate to the process and interactions of what arrows symbolized collaboration nodes
Preetham Kolari, Senior Experience Researcher back on the last several projects they had Design and the Arts, Vol. 1 No. 2, Taylor and Francis, 2005.
at Microsoft, provided a review of the collage worked on and use the words and images to
materials and guidance for the research. To map the process for a design effort that used
2
COLLAGE: Process for design + ethnography:
pg. 51
1/ Understand Situation
ARTEFACT 2/ Proposal
3/ Research (with design)
4/ Research Output
5/ Client Participation
6/ Design
Seattle, Washington
Gavin Kelly Principal
Artefact is a creative consultancy that employs both designers and researchers. Ethnography is
a method Artefact regularly engages in as a means to formulate strategy for design. With both
designers and researchers working together, Artefact is able to use an iterative approach in their
process. By engaging in design ideation during the research phase, Artefact is able to test concepts
while still conducting fieldwork.
COLLABORATION OVERVIEW:
Collaboration is integral to Artefact’s process. Kelly noted only positive collaboration efforts
between designers and researchers, mapping no points of negative collaboration.
Clockwise from top: 1/ results of final collage 2/ detail of the beginning of the process highlighting positive collaboration efforts 3/ design ideation occurs during research and fieldwork at Artefact
2
COLLAGE: Process for design + ethnography:
pg. 53
1/ Proposal
CHESKIN 2/ Define Problem
3/ Preparation for Fieldwork
ADDED VALUE 4/ Fieldwork
5/ Analysis
6/ Synthesis
7/ Strategy
8/ Reflection
Cheskin is a leading market research firm in the United States. Cheskin uses ethnographic research
as a method for identifying market strategies and developing market segments.
COLLABORATION OVERVIEW:
Cheskin employs both designers and anthropologists, allowing them to collaborate through much
of the process. There are several positive points of collaboration, especially in the middle of the
process. Cheskin is continually working to better their strategy for collaboration.
2
COLLAGE: Process for design + ethnography:
pg. 55
1/ Frame Goals & Purpose
MICROSOFT 2/ Research Planning
3/ Action
ENTERTAINMENT 4/ Analysis / Synthesis
& DEVICES 5/ Execution (of design)
Redmond, Washington
Sue Jin Kim User Experience Researcher
A design researcher at Microsoft, Kim regularly conducts ethnographic research to inform design at
Microsoft. Kim was trained as an interaction designer before moving into the field of design planning.
COLLABORATION OVERVIEW:
In general, Kim believes that collaboration efforts during the design process are positive. She maps
points of positive collaboration throughout the process. As an overarching goal, Kim believes there
should be more collaboration between designers and ethnographers through the entire process.
Designers tend to design in an exclusive or secretive manner, and the process would improve if
there were more interactions.
Clockwise from top: 1/ results of final collage 2/ Sue Jin wishes there could be more collaboration during fieldwork 3/ detail of the beginning of the process, with positive and negative interactions
2
COLLAGE: Process for design + ethnography:
pg. 57
1/ Formulate Hypothesis
MICROSOFT 2/ Planning (for research)
3/ In Situ Research
SURFACE 4/ Analysis
5/ Synthesis
6/ Design Development
Redmond, Washington
August de los Reyes User Experience Director
Reyes, a designer for Microsoft’s Surface (an interactive, tabletop display) teams with ethnographers
in the design process as an effort to arrive at a research question and articulate design problems.
COLLABORATION OVERVIEW:
Reyes identifies many points of positive collaboration. While there are also a few points of negative
collaboration, the main finding is Reyes’ desire for ethnographers to be involved in the entire
process including the initial phase (formulate hypothesis) and the final stage (design development).
2
COLLAGE: Process for design + ethnography:
pg. 59
1/ Define Problem / Proposal
PORTIGAL 2/ Detailed Planning
3/ Fieldwork
CONSULTING 4/ Synthesis
5/ Share
6/ Ideate
7/ Viability
Pacifica, California
Steve Portigal Founder
Portigal Consulting provides ethnographic and other forms of customer research to develop
recommendations for the design of products and packaging, among others. Note: Portigal’s experi-
ence primarily reflects collaboration with clients, which may or may not include the design team.
COLLABORATION OVERVIEW:
Portigal believes that most collaboration efforts during the research process are positive. In fact,
he placed green arrows at every phase where collaboration occurs. Portigal also desires to have
more collaboration through much of the process.
Clockwise from top: 1/ results of final collage 2/ detail of the inputs in the beginning phases of research 3/ detail of the beginning stages, where both positive and negative collaborations occur
2
COLLAGE: Process for design + ethnography:
pg. 61
1/ Proposal development
ZIBA DESIGN, INC. 2/ Kick-off / immersion
3/ Gather brand/marketplace knowledge
4/ Research protocol development
5/ Fieldwork
6/ Synthesis
7/ Concepting
8/ Design and development
Portland, Oregon
Wibke Fleischer Senior Specialist, Insights & Trends
Abby Margolis Design Ethnographer
William Reese Director of Consumer Insights & Trends
Ziba is a design consultancy with designers, anthropologists, and researchers on staff. Ziba
conducts ethnographic research to understand the beliefs, values, and behaviors of the individuals
they are designing for.
COLLABORATION OVERVIEW:
The Ziba team found the overall collaboration effort to be positive, especially when designers
let the researchers take the lead during the intensive research periods, and the researchers let
the designers take the lead during the design phase. Collaboration efforts during fieldwork were
particularly noteworthy. Interactions during this phase can range in their effectiveness.
2
The levels of responsibility for designers and researchers
DESIGNER
pg. 63
fluctuate throughout the process. While researchers
and designers should participate throughout the research
RESEARCHER
and design process, researchers should take the lead
during research planning and field studies. Designers Proposal Research Planning Field Studies Analysis/Synthesis Ideation Design Refinement Production Understanding
should take the lead during design and design production.
The proposal, analysis/synthesis, ideation, refinement
and production phases are split fairly equally.
2
ROLES ARE
pg. 65
OFTEN BLURRED.
DESIGNERS +
ETHNOGRAPHERS
SHOULD WORK
IN TANDEM.
COLLABORATION
IS IDEAL FOR ALL
PROCESS PHASES.
pg. 67
BIBLIOGRAPHY ADDITIONAL SOURCES