User-Experience Design/ Service Design: Planning versus Feedback Tools

While many people are focused on the testing/ feedback tools, there are other tools that user experience designers/ service designers use to collaborate and plan within teams. These tools can be broadly broken down into tools/ processes that help shape a project (i.e. expand ideas) and ones that refine a project (solidify an idea). The ideal project uses a balance of tools from all four quadrants of the diagram.

Choosing the Right Design Tool to Solicit Feedback

While there are many User Experience and Service design tools, people are often most interested in the tools that help solicit customer feedback. These tools are essential in human-centered design, of course. How do you know which tool to use when? This grid helps make sense of the tools. An ideal study balances behavioral and attitudinal research, as you need to not only know how people interact with a product/experience but why they act this way.  Quantitative research can be quicker and less costly, but the feedback will not be as rich as qualitative research. In the end, your timeline and budget will impact how many tools you can use.

Adapting User Experience Design and Service Design tools to Museums

Many Design tools are often about collaborating to create the best solution for the customer. What professional doesn’t want that? The challenge, however, comes when trying to think out how to use these tools in your workday. These tools and systems can be broken down into many different ways. But, one useful way to consider these tools is to think about learning styles. Most of us work in places that preference textual communication. Textual communication has drawbacks. Not everyone has the same level of verbal competency. Written and spoken language has limitations. For example, certain feelings are hard to verbalize, like think of verbalizing the feelings you get when your favorite food hits your tongue.

Visual Learning:

Sketching and drawing out ideas is a useful way to communicate across individuals. Many people fear drawing, particularly those who feel uncertain about their skills. In collaborative drawing sessions, consider using a scribe who is a terrible, but unashamed sketcher. Invite them to use simple shapes. Remind them this is not art. Sketching is a means to an end. When would you use this? If your team is tasked with planning the customer experience, you can collaborative sketch parts of the experience

Storyboarding is a set of sketches that show a sequence. Many people have played with storyboarding in school when working on creative writing. In the work situation, you are storyboarding a sequence of parts of an experience. The ideal storyboard combines pictures, annotations of those pictures, and text describing the moment. When would you use this? If your team is tasked with planning the best program ever, you can sketch the event from signing up to leaving.

Mapping is a broad category of tools. Journey mapping is a common tool that user experience designers employ to show the steps in using a product. Empathy mapping is used to describe the feelings associated with an experience.  When would you use this? Every museum customer experience would be improved if they mapped the feelings people have from entering the building to leaving.

Kinesthetic Learning:

Card sorting is a feedback tool where people rate topics on cards. Placing the cards in order is a different form of meaning-making than surveying or rating, for example. When would you use this? When your internal team is trying to find consensus about ideas associated with a new space, card sorting can help surface major trends. This is a particularly useful tool in teams with many introverted members.

Prototypes can be high-tech or low. They can be refined or guerilla. However, all prototypes are useful for making ideas seem concrete. Some people can’t really understand an idea until they see it. When would you use this? You are trying to figure out the right types of signs for a new installation. Put up samples and solicit feedback.

Mapping can be considered kinesthetic, in that teams need to walk around to create their maps.

Aural Learning:

All of these tools have an aspect of aural learning. Encourage everyone to talk out the ideas that come up as they use these tools. You will find that many of these ideas would have remained hidden if they hadn’t used the processes.

 

 

 

Comparing User-Experience Design and Service Design Tools

User-Design and Service Design continue to grow closer together as disciplines. There are many process and tools associated with both fields. It can be challenging to keep each of these processes straight, as well as understand how they play out in each discipline. This cheat sheet helps make sense of some of the most common tools.

Setting the Stage for Great AR/ VR Projects

Augmented Reality (AR) and Virtual Reality (VR) are tantalizing prospects for museums. These technologies offer museums a chance to engage visitors differently, while at the same time appearing cutting-edge.

In early September, the American Alliance of Museums and the Knight Foundation fostered a conversation about immersion. Museum professionals along with practitioners discussed AR, VR, and Immersion. Their conversations touched on some of the tensions that museum professionals feel about this new technology.

Cost was foremost amongst people’s concerns. Museums consistently feel the pinch of tight budgets. New technology can be a chance to gain additional funding, through grants. These grants might mean that the project costs are separate from the operating budget, but the organization can still be taxed. New projects pull capacity from existing projects.

Staff also feared the motivations and effects of implementing such projects. Many organizations might jump into “shiny new” projects without shoring up their internal capacity and infrastructure. Managers often lack the knowledge to make good decisions about digital. As a result, projects can fail even before they are launched.

These challenges are valid. AR and VR remain newer technology. Their impact on the museum-goers remains somewhat uncertain. Without clear impact studies, implementation costs can be hard to justify. The risks seem enormous.

However, the gains are greater. Immersion offers visitors new ways to engage. Both technology and non-technology immersion are becoming an important form of engagement throughout society.  Museums risk more by not considering AR, VR, and immersion. The tools might not be right for all museums, but its imperative for museum professionals to understand immersive tools well enough to make informed decisions for their constituencies.

Ideally, museum professionals start by focusing on the visitor experience (VX) as a big picture. Everything within the institution should connect to their overall VX strategy. Then, they need to take stock of their internal abilities, both interpretive and technological. This step is essential but also challenging. Museums are often unable to assess holes in their capacity. Consultants can be helpful in lending an outside eye to determine the state of things. This foundation is essential before moving forward on any AR/VR project.

With the price tag in mind, museums might invest in AR/VR projects with permanency in mind. This approach is foolhardy. Instead, museums should go in planning obsolesce. Ignoring change will not make the pace of technological evolution slow. Focusing on the content can help stem some of the fear of investing in ephemeral technology. The ideas content will be evergreen even if the technology changes.

If AR or VR is the right tool for the ideas and the audience, the museum should develop processes that foster experimentation and iteration. Ideal processes should involve research, not just testing. Staff from many departments should be involved and make an impact on the project, not solely senior executives or tech staff. Early in the project the whole team should confirm the goals, outcomes, and define a common language.

AR and VR can be extraordinary or unnecessary, with the difference being the implementation. All engagement fails when it is produced thoughtlessly. Museum AR and VR projects will fail if they focus on the technology rather than the ideas. However, focusing on ideas alone is not enough. The organization has to be ready to launch such projects. Most museums require internal growth and planning to be able to develop successful AR and VR projects. But, these changes can reap huge benefits in meeting visitors in new, exciting ways.

Immersion and Museums

In early September, the Knight Foundation sponsored an event at the Detroit Institute of Arts called Immersion in Museums: AR, VR or Just Plain R?. Here are some reflections from the day.  

Waning attendance has museum professionals seeking novel ways to increase audiences. Many institutions are looking to immersive technology as salvation for their visitation woes. Technology alone, however, will not ensure the future of museum attendance. Museums need to develop engaging, immersive experiences to buoy to transform their attendance.

Museums, Technology, and Immersion Now

Technology appeals to museum executives hoping to counteract criticism of being stodgy or old-fashioned. While a decade ago museums often placed technology in sequestered spaces creating an immersive environment by virtue of their physical installation, the most successful recent technology projects are informational rather than immersive. San Francisco Museum of Modern Art gained wide notoriety for their SendMe SFMOMA project, where users could text words to receive corresponding objects. The millions of users increased their awareness of SFMOMAs collection through short, transactional moments. SendMeSFMOMA’s success was predicated on employing mainstream tools to deliver surprising content. Akron Art Museum’s Dot Chatbot is like a virtual educator, answering questions in real time.

At the same time, museums are in the midst of a non-technology immersion trend. Yayoi Kusuma’s exhibition, Infinite Mirrors, invites people to walk into transformative spaces, many employing mirrors to heighten the effect. The exhibition sold out in venues across the country, with second-party sellers asking hundreds of dollars for a single ticket. While Kusuma’s earliest rooms date to the 1960s, her work’s popularity increased exponentially, thanks to cell phones and social media. Celebrities like Beyonce and Ivanka Trump proudly posted pictures of themselves in her Infinite Mirrors exhibition on their Instagram. The success of the exhibition can be seen as due to the popular zeitgeist rather than the immersive qualities of the works. Visitors want to visit the rooms to photograph themselves in the space.

However, Kusuma’s recent spike in popularity has spawned many immersive museum experiences. The Museum of Ice Cream, the Museum of Selfies, and the Color Factory are examples of immersive spaces. Rather than looking at collections, visitors play in installations. The most successful built immersive experience is not a museum at all, but the artist-made space, MeowWolf, in Santa Fe, New Mexico. Artists Golda Blaise and Vince Kadlubek, in collaboration with a larger team, turned an abandoned bowling alley into an interactive artwork. Speaking in Detroit, Kadlubek noted that immersive experiences allow people the agency to drive their engagement. In the MeowWolf experience, visitors are awarded for their curiosity with sensory excess and pleasure. Immersion is a positive feedback loop that drives the enjoyment.

Low-tech immersion has a long history in museums. Specimens and artworks from the world over flooded into Western collections displayed to quell the voracious European intellectual interests. Beginning in 1812, John Soane, an early prophet of museums, filled his London home with his collection of 45,000 objects.  Visitors today, like those of Soane’s time, can be awed, inspired, and even overwhelmed by Soane’s collecting prowess. Public museums in the 19th century continued Soane’s practice of displaying objects in dense groupings. Salon hanging, or hanging works in multiple stacked tiers, was common practice for most major art collections well into the 20th century. The sheer volume of art in one space inspired delight and wonder in visitors. Everyone could find something that appealed.

The physical space of the early museums were also immersive environments. Most early museums included fine details throughout from detailed floors, vaulted ceilings, and adorned exterior architecture. This attention to detail was meant to elicit specific feelings in visitors. Consider the fine exterior courtyard of the Victoria and Albert Museum, with its extraordinary mosaic tile scenes depicting artisans in action. Visitors, then and now, feel the transformative effect of spending a few minutes cosseted from the hubbub of London street, seated on the cool grass, surrounded by the awe-inspiring built environment.

Museum practices have moved away from chock-a-block installations and baroque spaces in the two hundred years since Soane’s time. American museums particularly have moved towards thinned out galleries surrounded by empty wall space. Museum professionals often suggest sparse installations allow visitors the chance to examine collections closely.

Immersion in Society

As museum practice has become more rarified, everyday life has become more immersive. Most visitors walking into museums have experienced some form of brand immersion. Most stores have a music playlist carefully chosen to project their company culture. Walking through the aisles, the shopper is unconsciously being immersed into the feel of their brand.

Explicitly immersive experiences are big business, as well. Disney makes billions annually on visitors hoping to escape into a different reality. Disney draws on decades of immersive education to deliver seamless experiences to visitors by blending built space with technology. Most visitors notice the attention to detail in the built space that makes fictional spaces manifest. However, Disney also exemplifies the hallmark of immersive experiences. Heightened experiences require playing with multiple senses. Disney subtly controls every sense in their spaces, including smell. With the mechanics hidden, the Disney visitor can be transformed into worlds that never existed.

Successful experiences do not need built space to be immersed. Video games are a $108.9 billion industry partly thanks to their highly immersive nature. Setting aside virtual reality and augmented reality for the moment, most video games have all the hallmarks of immersive experiences. Games are designed to make players feel as if they have entered the world of the game. The effect is so compelling that players often lose all sense of time as they become subsumed by the experience. People playing games feel empathy for their digital simulacrum in the game. The immersive nature of video games, like in Disney, is a carefully manufactured effect. Designers craft compelling storylines and build out complex digital spaces complete auditory effects and sounds. Players respond by feeling completely transported to the game world.

The appetite for immersive leisure has fueled intense interest in virtual reality and augmented reality. Virtual reality is a technology tool, usually accessed through a visor-headset, let’s users explore a world in 360-degrees. Augmented reality adds a virtual layer to reality, say through using a mobile app that combines input from a camera with digital content.  Virtual reality uses technology to take people to new places, while augmented reality brings new places into people’s current reality.

These technologies remain in their pioneer phase. Consumer behaviors will help the scale of success and diffusion of VR and AR. Pokemon Go is oft noted as being the first successful AR game. In the game, players capture figures who seemingly appear in their actual surroundings, as pictured in the app. The player’s wonderment and delight are predicated on the juxtapositions between their world and another reality. The New York Times, under Maureen Towey, has been producing virtual reality videos that use cell phones and Google Cardboard. Towey noted at the Detroit convening that this medium allows people to explore in 360 degrees just as they view their real world. The NYTimesVR endeavor is seen as an extension of their existing work. These short videos are framed to tell immersive stories. Through experiencing video of the Land of Salt and Fire, for example, consumers delve into a story about Ethiopia’s Afar people.

Consumer behavior outside the museum sphere affects their desires for institutions. The trend for immersive exhibitions, therefore, is as much a product of the appetite for immersive games as an interest in being able to take trendy social media photographs. Therefore, museums would be remiss to ignore immersion as a form of visitor engagement. Immersive engagement is within the museum’s historical underpinnings.

Museums and the Future of Immersion

A few museums have had real success using technology to enhance reality. The Canadian Human Rights Museum had a well-reviewed virtual reality experience helping patrons understand the lives of Guatemalan women. The Knight Foundation-funded Detroit Institute of Art’s Lumin experience uses AR to deliver interpretation about the collection. While there are differences between these experiences, an important similarity connects them—they are visually-driven technology-mediated interpretive tools. Technology allows museums to break away from textual interpretation. Engaging patrons using other senses and forms of meaning-making is an important step in diversifying audiences.

These early museum AR/VR projects, though, only hint at the future of museum immersion. For the possibilities to come to fruition, however, the field needs to transform many of its processes. Immersion requires placing visitor experience above content goals. For museums, moving towards a human-centered design can be challenging. Museums are more comfortable at broadcasting information based on their internal, curatorial goals. This status quo is antithetical to the ideal processes needed to create compelling, immersive experiences. However, if museums are willing to move towards visitor-centered experience design, their audience and reach will expand greatly. The trade-off is the long run is a worthy one. Immersive experiences offer museums a future where huge audiences are a reality.

The Sweet-Spot in Interpretive Approach & the Politics of Mounting Installations

 

Helping visitors engage in collections is a primary concern for museums. Museum professionals often partner with various vendors, consultants, and partners to do this work, for example commissioning firms to develop interactives for exhibitions. Mounting these installations can be exhausting and rife with interpersonal challenges. Visitors walking into spaces, ideally, have no idea how contentious and challenging mounting installations can be, thankfully.  Even if the customer experience appears alright, the staff experience should not suffer to mount such installations.

What causes interpersonal challenges in mounting spaces and installations?

I have always loved the phrase lock-step and turn-key. Both phrases scream efficiency, ease, simplicity, and replicability. None of these adjectives would be useful in describing the mounting of a collection space. Collections managers and database administrators work had to make systematize collection data. But short of digital systems, most things about collections are complexity and nuance. Objects come to museums for their rarity and complications. Installations are meant to help people with little background knowledge fall into love (like) with an object. Collectively, the work of the people mounting an installation/ exhibition is to bewitch/ bemuse the public.

Getting visitors from 0-60 about collections is a tall order and its one about which every person (either on staff or on contract) feels passionate. Emotions can run high, and the stakes can feel enormous. People on the teams come with different expertise; each person seems the DMZ and faultlines in the process differently and through the lens of their own professional role.  For example, while a curator might understand the nuance between using certain phrases (say artwork vs artifact), others on the team see these as unimportant arguments. Everyone on the team is often placed in the position of arguing their corner, and everyone can come out of the process feeling bruised.

 

Lucille Ball Eating GIF - Find & Share on GIPHY

How can these challenges be mitigated?

Everyone on the team is hoping to get an interpretation for installations that is interesting and easy to use without compromising the museum’s reputation. This sweet-spot is a bit of a holy grail. But, diminishing inter-personal challenges and developing better systems is essential to improving interpretation. Sound systems result in superior products, and broken systems result in subpar products. Think of how a broken conveyor belt will not be able to create wonderful chocolates.

The first step in developing a good working process is to agree that ideal interpretation and installations need to be easy to access, understandable, and grounded in research. Like a three-headed dog, these three elements have to work in concert to go forward. Often museums allow their legacy to serve an anchor preventing action towards innovation and excellence. Museums can also be fooled by the newest fads to skew too far away from their core competencies.

After agreeing to collective and balanced actions, teams need to determine more practical issues, such as work plans, sign-offs, and tone. Underlying these practical issues the teams need to decide and articulate the no-go zones for their institution. Every institution has issues that cannot be discussed easily. Donor issues and collection histories often top these lists. In working with teams, I like to put these issues on paper. This process can feel uncomfortable. But, these lists are also freeing, in that one person on the team is not required to be the guardian of these verboten topics.

Finally, any good plan needs some follow through. Often, the best-laid intentions are destroyed because there is no big stick. Museum staff managers are rarely given training on deescalating emotional conflict; a fear of conflict is epidemic in many museum senior staff members. With so much work and so little time & money, who can fault these managers. The result is a culture of conflict-avoiding people finding ways to step around and then crashing into challenging personalities. When I have worked on successful installation and interpretative teams, there is a person who is judge, jury, room mother, and traffic controller. (Ideally, the team has been set up so that everyone is on their best behavior and everyone understands they are in this together FOR the visitor, so challenges don’t bubble up.)

Conclusion

Interpretative work is basically like all human to human communication, prone to emotions and challenges. In installation work, the bigger challenge might be that the people starting the conversations about the collections (the staff) are not actually present with the receivers (the visitors). The installations, from signs to interactives, need to speak to visitors on their own. When the systems create these installations are smooth, the conversations can go singingly.

 

On Thursday, we will talk about questions teams can ask themselves to hit the ideal sweet spot for interpretation. 

This topic also ties in with a previous post about the relationship between interpretation and research.

Content Strategy Matrix for Developing Compelling Content (Graphic)

The best writing is complex. Persuasive text needs to inform in order to convince the reader. Inspiring texts often grow from a kernel of fact. Enjoyable texts are the best way to feed people information. While creative writers have more latitude to move their readers, every writer needs to understand how to balance these aspects of the written text.

In informational or interpretive text, non-specialists have a low threshold for information overload. Entertainment is a wonderful way to engage people information, like a spoon full of sugar. Convincing and inspiring people is much more challenging in interpretive text than in creative text.  Convincing people with ideas is often about arming them with relevant ideas. Inspirational texts are, perhaps, the hardest types of interpretive texts. Inspiration often requires empathy and emotional engagement, a tall order for most interpretive text. But, some of the most successful types of inspirational text balance information, persuasion, and inspiration.

 

 

 

While each text needs to balance the different elements, overall, when working on interpretative content for an exhibition, the writer should be aware that each element has a different weight. Think about reading heavy, emotional text; you can only take so much. On the other hand, humorous or entertaining text can be read by the ream. Therefore, be thoughtful when constructing an exhibition to weigh the various aspects.

 

Emotions and Customer Experience

Customer/ Visitor Experience basically encompasses connection your visitor has with your organization from the signs on the street to the moments in the galleries. CX overarches both onsite and offsite; physical and digital. Experience is, therefore, a huge concept. As with all large concepts, considering constituent aspects.

Touchpoints:

The concrete elements that express the experience to customers/ visitors are a good place to start. These elements are where the ideas of the experience come to fruition, where theory becomes action. Here are some examples:

  • Discovery:
    • Word of Mouth
    • Social Media
    • Online
  • Research:
    • Social Media
    • Online
    • Front of Line Staff
  • Initiation:
    • Parking
    • Entrance
    • Front of Line Staff
    • Point of Sale
  • Consumption:
    • Galleries
    • Labels
    • Educators
    • Interactives
  • Review:
    • Word of Mouth
    • Social Media
    • Online

Reactions:

The touchpoints should spark reactions in visitors. These reactions aren’t just procedural. For example, a common museum touchpoint is a map that should help people get to places, at a bare minimum. But, the map should also communicate welcome and ease. People should feel comfortable.

Museums often focus on the procedural element to the touchpoints and therefore miss the mark with reactions. An effort needs to be placed on understanding that touchpoints evoke attitudinal (not just behavioral) reactions. Without careful consideration, those touchpoints will strike the wrong chord.

Actions:

Thinking big picture is a good improve the alignment of the touchpoints and the reactions. Start with the action you hope to evoke. So, for the map, for example, you are communicating welcome. You want people to feel ready and able. Certainly, you want them to get to each of the galleries. They won’t even want to get to your collection if they feel overwhelmed or turned off from the map.

Museums and the Web 18 Review OR Reality can be hard even when its not Virtual

Museums and the Web 18

Museums and the Web 2018 was hosted in lovely Vancouver. As always, friends from around the world descended upon the town for ideas and enjoyment. While the MuseWeb organization does a great job of publishing articles that expand on the presentations, here are the highlights and themes from this year’s conference:

 

VR/AR/R: All types of reality were discussed and debated. Virtual reality was featured in the keynote, from LucasFilms VR lab no less. The back channel, a bit of unicorn at conferences these days, got fired up, with good reason. Virtual reality, in practice, currently feels more virtual than real. And, we as a field have real problems. We need to slay our dragons before marching out onto a virtual quest.  In addition, VR is about being in a new reality. For museums, this is a big challenge. We want people to explore our reality, not escape our reality. In that way, AR seems supremely promising. Augmented reality is like seeing your own world through a surprising lens. Interpretation at museums is basically augmented reality, without the tech. So, this tech feels like a natural option. That said, a few pioneers have marched into VR, eyes open. From what they say about the frontier; it is challenging but compelling if you work really hard to do the VR right and have money from the private sector. Oh, that is, if you aren’t under 13, because insurance, et al, are not into VR for the teeny, tiny visitors.

 

More Money/ More Problems: “Big museums get to do big projects” used to be the story of the field. Now, with a proliferation of technology options, technology is being used across the sector. Investment dollars don’t have a direct relationship with success. Leaders who lay off their ego and instead focus on their visitors will succeed.

 

The Thing Doesn’t Matter; The Thing Really Matters: A few years ago, the theme of tech conferences could be: its all about tech/ its not about tech. There was a real tension between the need to focus on content and the need to focus on tech.  Truthfully, they both matter. One is about how the road is built; the other is about where the road goes. For the road to be useful, both its physical manifestation and its functional raison d’etre have to be considered together. This tension from conferences past seems to have been transmuted slightly. Rather than should we tech or should we not, now the field has moved into a bit more nuanced questions: how should we do this? Should it be tech?

 

The Workplace can be an Albatross or our Lifejacket: We are at the end of the college years in the field of museum technology. In our infancy, we could do one-off projects because everything young ones do is great. In our teen years, we showed responsibility by attempting to implement enterprise solutions. In the last few years, like college students, we did group projects better than ever by playing nice(r) with other departments and other institutions. Now, as if with new found maturity, we are aching to make our lessons mean more for the field and more our visitors. But, how? We are struggling with making the workplace equitable and reasonable. We are trying to get others to understand that tech is for everyone; and that everyone needs to know tech. We are communicating better ways for work to happen. We are hoping that our leaders grab those life-jackets; many in our field feel like they are drowning.

 

Be Analytical but not an A**hole: We are all trying to understand everything better. Data feels like the place to get answers. Numbers seem like they don’t lie. (Be warned. The people crunching the numbers might inadvertently make them do so.)  We want the best museum: well-run and well-attended. But, this ideal has a Shangri-la-like quality; a foggy possible existence that is remote and unreachable. We use data to help us track a path to this ideal. We are getting closer and closer, but it is still not quite in reach.

 

Collaboration & Coalitions: Working together is the hardest and easiest part of work.  That is, in theory, it makes perfect sense to work together towards a common goal–easy peasy lemon squeezy.  However,  nothing that involves people is easy. We, as a species, are erratic and confusing.  Therefore, collaboration can be the hardest part of the workplace. Politics and bad behavior can cost an organization hundreds of thousands of dollars.  Killing it at collaboration means everyone on the team succeeding.  Collaboration gets easier with practice, though.  Thoughtful action can result in being better collaborators, which will eventually lead to an easier/ better workplace situation. Inter-organization collaboration expands reach exponentially (with the commensurate expansion of challenges.)

 

Conclusion: These year’s MW had a sort of sedate quality, as if many in the field are in their crystallises getting ready to burst out in full flutter. So many conversations were about doing better at our work. Refinement and improvement seems like key issues in the field.