Lorem Ipsum, UX Portfolios, Thought Leaders and Designing for a Customer Niche

I answer questions about UX, Information Architecture and other topics on Quora. A selection of these answers will be reposted on Medium with occasional, minor editing for clarity. Following are selected questions I answered in August.

In a UX Portfolio, can I use lorem ipsum or do I have to use the real text from a website?

Answered August 5, 2017

Lorem ipsum will likely be read by reviewers as a stage in an unfinished site. That’s fine. Your UX Portfolio should include artifacts showing the process you went through to solve a design problem. If you only show screen shots of completed sites, it is difficult for a reviewer to understand exactly what part of the design solution you worked on.

Notice I am using words like “problem,” “artifacts,” “process” and “solution.” These are terms that direct the reviewer to consider your role in the completed work. What problem did you solve? What design artifacts (like screenshots, wireframes, journey maps) did you create? What other team roles did you work with? What processes did you use as a team or individually? How did you negotiate and advocate for your work with the team or the client? Your portfolio should be more than the pretty results of your work, but give a description of the messy problems and creative solutions you brought to the table.

Another thing that I wonder when you mention Lorem ipsum is whether you are using it because you have an NDA. This can be tricky. Read the agreement thoroughly and have a lawyer explain anything that doesn’t make sense. Simply obscuring text may not be enough if there are branding elements that are recognizable in the completed design. Often wireframes make sense, since they are very lo-fi and don’t need to show branding elements. That said, some NDAs will prevent you from sharing any artifacts at all, especially if the intellectual property is particularly sensitive, so a general description of your role and processes may be all you can put into a portfolio.

Hope that helps.

What is the best way to do customer research to decide what product I should build in a specific niche?

Answered August 5, 2017

If you have already decided what that niche is, you can start to think about the activities that group is involved in and the types of problems they are trying to solve. Meet with them and observe how they are currently performing these activities or solving these problems. How do they perform the activity? Is their solution or task analog or digital? What are their pain points? What do they struggle with? What do they wish was different? Have them speak to you aloud about the steps of their task: what are they doing, feeling at each point in the process? Are there solutions or tools they have tried and abandoned? What made them abandon something that was not satisfactory? What made them keep using something that is perhaps subpar? Are there solutions they have heard or read about that they would like to try? What are they and what might be keeping them from trying?

All of this will give you insight to an underlying problem that could use a designed solution. More questions to ask during the ideation stage: Can their tasks be supported by a digital solution? What are the external roadblocks? Is there a cognitive or behavioral issue that may be involved? Is there a bias? (I remember when wheely bags were derided as something only for the weak or the female. Now most urban mail carriers use them and most other people couldn’t imagine getting to their gate on time without one).

Is cost an issue? Regulation? What external factors might be affecting the market for your solution?

Map out some ideas, prototype your solution (paper mockups or quick digital prototypes are OK) and go back to your users to see how they use it. Does the solution address their problem? Does it make sense? What would they add? What would they remove? Would they suggest it to a friend or colleague?

Then back again. Keep iterating and testing. Read about the problem space in the media. What other companies are working on products like yours? What are investors buying into? What larger groups, associations, affinity markets are interested in solutions like yours? Meet them for coffee or go to Meetups and conferences on topics related to your niche group. Meetups are good places to find your user test participants as well as to learn generally how the industry or affinity group understands the problem space and what other solutions are out there.

Be sure when you start to approach designers, developers and partners that they really get your niche and the problems they are dealing with. Decision Fish has been very lucky to find people who understand and are excited enough about our product that they want it for themselves. When your team really gets it and they are excited about coming up with a solution, investors and customers can feel it and will be more likely to want to help you to succeed.

Hope that helps.

Who Are the Thought Leaders of UX Writers?

Answered August 5, 2017

Most of the authors at Rosenfeld Media and the speakers at UIE conferences can be considered thought leaders in their area of UX. Writers I follow in particular include Peter Morville for IA, Kristina Halvorson for Content Management, Donna Lichaw for UX Storytelling, Steve Krug and Don Norman for Usability, Dana Chisnell for Government/Participatory Design, Steve Portigal for UX Research (I’m currently reading Doorbells, Danger and Dead Batteries), Thomas Wendt for service design (I’m also reading Design for Dasein, which is highly philosophical/academic, but fascinating if you are up on your Heidegger and terms like phenomenology and hermeneutics). Peter Merholz has done writing on service design that is a bit more accessible. Jonathan Kolko and Nathan Shedroff have written on Design for “wicked problems” and sustainability, respectively. Nathan also has a fun one at Rosenfeld Media, called Make It So, on what designers can learn from sci fi.

On UX Deliverables, Accessibility, Education and Portfolios

I answer questions about UX, Information Architecture and other topics on Quora. A selection of these answers will be reposted on Medium with occasional, minor editing for clarity. I answered the following questions in June.

Is it worth learning UI or UX design? Do you actually use it to build a product?

Answered Jun 30

UX is used to design, strategize and build a product. UI is a part of UX. UI is used to give the product something a user can interact with (buttons, controls, calls to action, a familiar and comfortable layout). Studying users is an important part of product development. One of the biggest values of User Experience research is learning how people solve a particular problem and whether your product, or idea or inkling, is an effective solution. What problem does your product solve? How do people go about solving this problem today, before they know about your product? What are their pain points, either with an alternate solution or with one you already provide? In fact, a project may be abandoned due to what was learned during the research phase and that is a good, valuable result, versus spending millions of dollars on a product no one wants or needs. UX research will show you if you have product/market fit.

Is learning UX or UI worth it? Yes, if you are involved with designing a product, understanding the user’s needs and motivations is important. Are you the best person to learn it? Maybe. It depends on your role with product development. If you are starting with a small MVP or not funded enough to hire staff, you may be required to serve in more than one role in developing the product. These roles may include product management, design, research, coding, data management, account management, sales, security, AI, accessibility, vendor management, partnerships, etc. If you are working on a larger design team, you may specialize in an area of UX such as research, information design, information architecture, data visualization, interaction design, visual design, animation, etc. There are other Quora threads that explore the skills and deliverables for the various aspects of UX, so I won’t go into them here, but you can read a few of my prior responses:

What are the UX design deliverables?

What is UI testing?

Is 38 too old to start a UX/UI career?

Even if you are not specializing in an area of UX, any product development role can benefit from understanding the UX discipline and the insights and methods that inform product design. With these insights, a product manager can focus on aspects of the product that users truly want and need. A developer will understand what is being created and can code in a way that optimizes the design as well as the needs and abilities of the users. Business stakeholders will understand that they are investing in the right approach to serving their market. And that ensures success for the whole team.

What’s the most effective way for a nonprofit to determine UX strategy, design UI and develop pages, within a limited budget and time?

Answered Jun 30

Look for a university with a user experience design, product design or library and information science program and offer to be a test case for a student project. The department office will know if any of their professors are seeking projects for students to work on for a semester long course. Because they are teaching design and strategy skills you can be sure their processes and methodologies will be state of the art and well tested.

If you need faster turnaround than a semester course, prepare to either pay a lot more than you normally would for good work, or be willing to accept lower quality product. Good UX strategy, design and the research that informs the best fit and process takes time.

Is a UX design bootcamp such as RED Academy worth the time and money? Can I get a job if I self-teach UX Design on Coursera, edX or Udacity?

Answered Jun 16

I have heard mixed reports from UX hiring managers about design and coding academies. I guess it really depends on what you expect to learn and whether you are using the training as skills development or a replacement for a degree. Generally academies are great for learning new skills and developing a portfolio. What you get out of a six to twelve week course can vary. I have seen some concern that people who take courses at places like General Assembly are being encouraged to apply for senior design roles that they aren’t actually ready for. Or attendees who pass off student projects as if they were paid work. But other hiring managers may really appreciate the way a program ramps up an employees skills. (When I was at PwC long ago, I was encouraged to take design courses from NYU’s continuing ed department). At the other end, courses from Cooper U or IDEO are well regarded, but expensive and somewhat senior level.

I have also heard concern that a tools based training program is not a substitute for the kind of fundamental design education one would get in a degree program. However, UX designers are paid well even on a junior level, and with the way tuition prices are going at traditional colleges, I find I’m routing for the boot camps to become more like design guilds with apprenticeships and some kind of accredited certification. Center Centre offers a good model for a “master class” style of education. I would argue that if you do have a degree that is not in design (I have a BA in psychology and a MSLIS) and some work experience, all of that experience could be applicable to UX since UX is as much about understanding a business or consumer problem as it is about the solution design.

I don’t know the reputation of RED as it appears to be only in Toronto and Vancouver. So I would probably ask around at local Meetups or see if you can find out what kind of jobs graduates are getting. See if people in your LinkedIn network list the RED program have interesting jobs and contact a few for an informational interview.

As for self-teaching, I find courses at edX, Coursera and audacity to be a mixed bag. Some very good institutions and teachers produce good courses and some are not quite up to their name. Programs like the Interaction Design Foundation and UIE’s All You Can Learn Library are good because of the people behind the productions. And it’s much less expensive than attending a conference or workshop where the novelty of the experience and sheer volume of information can be overwhelming (though they are excellent networking opportunities. Our field is very welcoming).

How does a UX designer ask user groups to test their product?

Answered Jun 15

There are participant recruiting firms and online services that will help you vet and focus users for testing.

A client may have a department or group of employees they would like you to test the product on.

Guerilla testing is when you send teams out into the world and pull people aside to interview or try out a product.

For smaller questions you can pull someone aside at work or take a friend for coffee to get feedback.

I’ve also seen people recruit via social media, friends of friends, Meetup groups. I’ve turned a few Meetups into focus groups before.

You will usually want to offer an incentive to compensate users for their time. A small monetary stipend like $25–100 per session, depending on the length of time, or something smaller like Starbucks cards, sneak peek downloads, etc. Recruiting agencies can help with incentives.

Update: I wanted to add that I have a friend who also had good success with Mechanical Turk. I’ve never used them, but thought I’d add that since I’ve heard similar crowdsourcing methods can work for certain types of questions.

What are the ideal deliverables of a user interview?

Answered Jun 15

Pain points. What is it about the problem you are trying to solve or they way you approach your solution that users have the most trouble or frustration with? This can be issues with the solutions you are designing, those of a competitor or any other ways a user might be solpving problem or a need on their own.

Discovery. How are users finding solutions today? How are they finding your solution or solutions like yours? What are they reading, watching, who are they talking to? Where are ideal touchpoints where you can access that potential market?

Feedback. When you are interviewing users about your product or solution, what do they like and dislike about it? What is tolerable but could be better?

As for the format of the deliverable, video is very popular because it exposes nonverbal communication, such as body language, pitch, expressions, etc., that you don’t necessarily capture well in a written report. When delivering to the design team or stakeholders, you can pull out clips from interviews to illustrate a finding. Visualizations are also a good way to show a lot of data in a single artifact. Can you graph information, such as cost against another parameter like emotion? User research software and analytics companies have a lot of ways to visualize user research data.

What is the difference between UX and UI designer and web designer?

Answered Jun 12

A UX designer is concerned with the entire user experience. What motivates a user to use a product? What needs does the user have that causes them to try your product? What about the available solutions does the user find frustrating or incomplete? What about the product experience engages a user to use it again and again or to share it with others. They may create wireframe layouts, page flows, prototypes or focus on information architecture, UI design or more strategic documentation like user journeys and personas.

A UI designer is focused on the interface, specifically graphic controls (buttons, sliders, links), indicators, layout, error messaging, etc. and ensuring that they are visible, understandable, usable and accessible.

Web designer is somewhat of an archaic term. One might assume a web designer focuses specifically on browser based products, or that it is someone who does everything from design to development.

Are there any usability studies on alt text that people with visual disabilities find useful?

Answered Jun 9

The classic is Nielsen Norman’s 2001 study Beyond Alt Text: https://media.nngroup.com/media/reports/free/Usability_Guidelines_for_Accessible_Web_Design.pdf

This year Facebook released a study on Developing automatic-alt text for Facebook screen reader users

McEwan and Weerts did a meta study for British Computer Society in 2007 that mentions several alt-text accessibility studies http://www.bcs.org/upload/pdf/ewic_hc07_sppaper18.pdf

How would you start UX in a company with no design culture if you’re the only designer?

Answered Jun 8

Read Leah Buley’s The User Experience Team of One – from Rosenfeld Media. She covers how to set up a UX practice in a company and methods of evangelizing the benefits of UX design and building culture. She also has a few virtual lectures at UIE’s All You Can Learn Library.

I’m a freelance front-end web developer and digital artist/designer. Should I keep my portfolios separate?

Answered Jun 5

I treat portfolios in a similar way as resumes. Do I have one resume that I use for every job I apply for? No. Unless you are applying for a cookie-cutter, entry level position, you need a different resume and possibly a different portfolio for each application. Every company faces a unique set of challenges. Each job is an opportunity to solve a different problem, and each application needs a different sales pitch tailored to that problem. If the job requires someone with strictly design skills, highlight design projects in your resume and your portfolio. If it is a mix of design and development, include a mix in your portfolio.

By “portfolio,” I am referring to the document you send to the hiring manager. It can be something you send in an email or attach to an application system. It might be a PDF, a video, animated graphic, or link to Dropbox or your website, but it is tailored specifically to that job application. Your public website (or LinkedIn or Dribbble page) should showcase your best work in the areas that you most want to work, and ideally on projects where your client or boss would recommend you. If your ideal job is strictly design, these should be the projects on your public website. You can always have a link to other types of work more deeply in your site.

There are certainly skeptics who believe that Da Vincis and unicorns don’t exist, and most people tend to excel more in one than the other. I’ve known people who do quite well with both, but you probably have a natural leaning. Go with that. There is always an opportunity to show more if the hiring manager is interested in seeing more.

Is it possible to have functional requirements if you’re working in UX?

Updated Jun 3

Gathering user requirements is an essential part of User Experience research for most projects. Discovering how a someone uses a tool, whether it fits all of the user’s needs for a given process, where there may be functional gaps, etc. help to determine if planned functions meet these needs, if current functions need tweaking or whether new functions should be added. The document you produce may not be quite as formal or detailed as in traditional engineering or software development projects. It depends on the team, what role you hand off your work to, and how complex the function is. It could be a written report, a flow diagram, a user journey map, an infographic, an animated video or a combination.

The Occasional Mentor: How to Advance as a UX Professional

I answer questions about UX, Information Architecture and other topics on Quora. A selection of these answers will be reposted on Medium with occasional, minor editing for clarity. 

One of the things that makes a very good UX designer is developing empathy not just for the user but also for your entire team. Knowing what the user and your teammates can and cannot do, what frustrates them and how you as the designer can make their experience easier or more enjoyable is a key part of UX. What I have been doing to advance in the field is start to expand my professional development beyond the usual design conference or Agile sprint Meetup. I have started to attend conferences and networking meetings outside my specific field of IA/UX. With a mentor’s encouragement, I have even begun going to the kinds of events that may seem a little scary to the average designer, like cybersecurity, cloud computing and semiotics/philosophy groups.

My approach to these events going in is understanding that much of what I will see be gibberish at first. I once attended a “search engine usability” event at Columbia Business School that was literally Greek to me: slide after slide of computational algorithms peppered with Greek letters. At first I admit I felt way out place, but I decided to just absorb the atmosphere and observe the people in the classroom. A different feeling washed over me as I stepped into that observer role. These were people who quite literally speak a different language than me and who may have a similarl, “fish out of water” experience at a design-oriented Meetup. I once met a female programmer at a design sprint event who claimed to “think in code” and admitted that the sketching part of an exercise was difficult for her. I think she was doing a similar observation technique as the one I used at the Columbia lecture. That kind of self-reflection about your own experience versus the experience of those who are more (or less) comfortable in a given context can be useful when working with team members or users whose context may be equally foreign to you as a designer.

I’ve had similar experiences attending financial and human resources related events in my role as COO for a financial wellness startup (although these were at least usually in English). Being able to step into the role of an ethnographer or anthropologist without entirely objectifying the experience and humanity of the subject group–in this case fellow conference attendees–is a great way to develop as an advanced UX professional.

Another thing you can do to develop as an advanced UX professional is to mentor another designer. I started mentoring in my local UXPA program after having been a mentee in the same program last year, which has been very valuable and rewarding. I don’t believe I was consciously trying to experience mentoring as a user of mentoring services when I joined as a mentee. I had real needs for which a mentor would be valuable. But the experience allowed me to feel empathy for the mentee when I became a mentor myself.

Press Mentions: Broadway World

Noreen Whysel was listed among featured artists at the CUNY Segal Center’s Prelude 2016 announcement:

The Martin E. Segal Theatre Center Announces PRELUDE 2016

by BWW News Desk 9/22/16

The Martin E. Segal Theatre Center at The Graduate Center, CUNY is pleased to announce the full lineup of its thirteenth annual PRELUDE Festival. Dedicated to artists at the forefront of contemporary New York City theatre and performance, PRELUDE 2016 features an array of artists working in theatrical and interdisciplinary performance. The festival gives audiences and artists a survey of the current moment in New York via in-process performances, conversations, and workshops.

The themed portion of PRELUDE 2016 will focus on the theme of failure. “Failure has long been a crucial element in experimental theater, dance, and performance of all kinds,” said PRELUDE curator Tom Sellar. “How are New York City’s progressive stage artists thinking about the ethics and applications of failure given today’s economic pressures? In a highly polarizing election season, how are theater-makers engaging with broader systemic failures of national institutions and political systems?” Performances, conversations, and workshops will explore these questions.

Beginning Wednesday October 5, PRELUDE 2016 will feature more than 30 artists and companies.

read more at BroadwayWorld.com

 

Exploring a 9/11 Geographic Archive

Oral history as a primary source is being revived through initiatives like Story Corps and World Pulse and through improved storage capacity to archive and exhibit personal stories, making it less expensive for even the smallest and least funded groups. We are moving toward an environment where alternative narratives can be both manipulative (alternative facts, post truth) and expositive, as more and more under-represented groups get access to telling their story. So the ways that we share and interpret of stories in the future will be pretty interesting.

The story of the creation of the maps for first responders and emergency managers is sweeping and personal. I am currently exploring the creation of a 9/11 geographic archive. The archive will serve as a repository of artifacts and a history of participation by geographers, programers and spatial data technologists during the response to the World Trade center attack on September 11, 2001. Funding for the project was provided by the Fund for the City of New York as part of a grant to develop a Center for Geospatial Innovation.

More information and thoughts to come!

On UX Deliverables, Hardware and Being a UX Designer and a Fine Artist

I answer questions about UX, Information Architecture and other topics on Quora. A selection of these answers will be reposted on Medium with occasional, minor editing for clarity. I answered the following questions in May.

What are the UX design deliverables?

Answered May 24

Early in the history is ASIST’s Information Architecture Summit, there was a Canadian company called Nform that created a deck of 26 cards with a different deliverable on each. Every attendee got a deck of 26 of the same cards and your job during the event was to find 25 people with the other cards to trade. They did it a couple years in a row, which means over 50 deliverables represented and counting.

There are so many UX deliverables, it would be difficult to list them all in a single post. Some deliverables are meant to be presented to clients and some are used internally and presented to teams to understand challenges, user segments and potential design treatments. As teams move toward agile, rather than waterfall design methods, clients are seeing fewer deliverables and more results.

Some of my favorite internal deliverables are user journey maps, user videos and good old wireframes.

  • User journey maps are great for identifying the motivations, touch points, and blocks. My latest favorite book on the subject is Donna Lichaw’s The User’s Journey: Storymapping Products That People Lovefrom Rosenfeld Media. Story maps can help you outline minute processes within an application, all the way up to the basic human need your product is addressing. It is so simple but very powerful.
  • I like user research videos because they tell so much more than a hundred lines of findings in a spreadsheet. The passion and frustration that real users show in video are priceless.
  • Wireframes are so old school, but essential for communicating design layout. Even pencil sketches are pretty amazing communication tools. There is a reason one of the most popular tools out there today is called Sketch.

Want to dive in more? Check out the Deliverables and Documentation articles on on Boxesandarrows.com.

What is the best hardware option for a UX designer?

Answered May 21

I get by with my trusty MacBook Air and an iPad mini with retina screen for most design, draw and present functions.

Since I have a home business, I don’t have access to a lot of fancy equipment for production and testing, but I don’t really need fancy. I have an iPhone, but also test on my husband’s Google phone and my kid’s Androids. There are many good drawing and presentation programs that work well on iPad for my purposes. But you may want the larger screen for drawing. My MacBook Air is portable, light and travels well. My husband uses a Dell laptop with a touch screen, which is good for presentations and analytics. He’s more of the spreadsheet person. It works great with InDesign, Microsoft and Adobe products. We use a lot of cloud applications, like OneNote, Dropbox, InVision, Google Docs, Slack, etc to communicate with our team, which is international, and these work on all our devices. If any of the newer MacBooks have a touch screen it’s a nice feature. We have a few older model Macs and PCs with old versions of browsers which we use, very occasionally, for testing.

As for specific design programs, Sketch is a popular for UX design, but right now I believe it only runs on a Mac. There are other good programs for drawing but if you want to learn Sketch, you need a Mac at least for now. I don’t know a lot about motion graphics and don’t do a lot of processing, but am pretty sure my MacBook wouldn’t have the power of computers with better game engines. Someone else may be able to speak to that. My daughter is happy with her Alienware laptop for 3D rendering and game modding, but that’s more than most UX people do. I have a friend who renders massive amounts of Geospatial data and video processing and uses an enormous Alienware machine and 40 pounds of additional equipment that he wheels around in a cart. You probably won’t need that….

Can you be UX designer and fine artist at the same time?

Answered May 12

Yes. I have a friend, Amy Bassin, who is a UX designer and also exhibits fine art photography at shows in New York City and has worked in documentary film as well. One of her photographs was exhibited in a “show” curated for the space shuttle Endeavour and kept the astronauts company for the mission. My husband, a former banker, also has exhibited at galleries in NYC.

One doesn’t need to limit their work to their day job. If making art moves you, make art.

Portfolio: IDEF Registry

Client: OASIS/Identity Ecosystem Steering Group
Visit Website

My Role

I led user testing for the Identity Ecosystem Framework (IDEF) Registry as part of the National Strategy for Trusted Identity in Cyberspace (NSTIC), a White House initiative. The IDEF Registry, a digital identity standard assessment tool, launched its alpha version on June 6, 2016. Because development of the alpha version of the attestation form was ongoing, I was brought into an agile process with the goal to iterate improvements after the public launch. I worked directly with a contracted project manager, third party marketing and design companies, the Chair of the IDESG User Experience Committee and members of the IDEF Registry working group.

User Research

The goal of the user study was two-fold: first, to ensure that the assessment form was understandable to those users who wish to list their products and that it included sufficient and expected information needed to complete the form accurately, and second, to ensure that the registry listing itself was usable and understandable to users who are seeking identity solutions.

Test participants for the first goal included IDESG members and observers who provide identity services, including certification, authentication, authorization, registration and transaction intermediation, or who rely on identity services in their own internal systems and commercial products. We selected expert users because we expect that those who will be completing the attestation form have a high level of understanding of the privacy, security, interoperability and usability of their own products.

Tests included needs assessment interviews of 12 prospective users, followed by additional user tests of seven users. For the needs assessment, I interviewed 12 prospective study participants about their needs for identity standards assessment and how the current IDEF Registry assessment tool compares to similar industry and government standards. I wanted to understand if the IDEF tool addressed all of their concerns about privacy, security, interoperability and usability and to get a sense of whether the planned registry served their needs. General findings were presented in a Google slide presentation showing typical responses to eleven study questions, suggested improvements and the impact on the user expereince. These were discussed over two, 2- hour meetings of the IDEF Registry Working Group.

Usability Tests

After delivering my findings to the development team, I began to design usability tests. I employed an observational walkthrough of proposed and completed designs, an expert heuristics review, user surveys and follow-up interviews with seven registry users. I utilized card sorts, preference tests, cognitive walkthrough of wireframes and a live website, as well as observations and survey feedback of seven alpha site users as they completed the attestation form on the alpha website to develop recommendations for improvements.

I engaged four members of the User Experience Committee, all usability experts, to participate in a heuristic analysis using Neilsen-Norman Group’s 10 usability heuristics and Abby Covert’s IA Heuristics. These expert users primarily evaluated the assessment form, but also provided input on the usability of the registry listings themselves, as a proxy for typical registry listing users. Due to the early stage of development, the client did not wish to

Results

The results showed that while the IDEF was rigorous, the implementation of the assessment and registry listings needed improvement, particularly to address situations where more than one person or company department might need to be involved. There were a number of issues with the interface including layout and data visualizations that could use improvement. Since Usability was a major component of the assessment, I also developed a set of user experience guidelines and metrics for service providers to use in evaluating usability requirements of the attestation. These will be incorporated into the Usability section of the assessment guidance documents.

UPDATE (5/22/2017): As of late Spring 2017, nine companies have completed assessments. The website remains in alpha with my recommendations set for implementation when the next round of grant funding is approved. Should I be reengaged, the next studies will include user tests of participants seeking identity services.

UPDATE (6/15/2019): The Registry is currently 65% complete and has transferred to the Kantara Initiative’s Education Foundation as of December 2018. I am continuing to serve on an agile advisory team and am working on use cases for health care. I presented the registry and participated in roundtable discussions at the 2019 Health Information Summit in Washington, DC on June 4, 2019.

Note: I signed a Non-Disclosure Agreement and am unable to share any images aside from those made public at idecosystem.org and idefregistry.org. Detailed information about the project, the assessment and the User Experience Committee is available on the public IDESG Wiki. Some of the documents including a draft rewrite of the Usability Guidelines and Metrics have been made public at: https://wiki.idesg.org/wiki/index.php?title=Talk%3AUser_Experience_Guidelines_Metrics

Announcement:
The IDEF Registry: an open invite to commit to trusted digital identity solutions

Resources:
Identity Ecosystem Steering Group (IDESG)
IDEF Registry
Identity Ecosystem Framework – Baseline Functional Requirements

Announcement:
The IDEF Registry: an open invite to commit to trusted digital identity solutions

Resources:
Identity Ecosystem Steering Group (IDESG)
IDEF Registry
Identity Ecosystem Framework – Baseline Functional Requirements

Dreams, Resilience and Making a Difference

Noreen Whysel’s address to the 2017 Initiate Class of the Beta Phi Mu Theta honor society at Pratt Institute School of Information given on May 17, 2017. Slides are available at Google Slides.

Thanks to Dean Tula Giannini, Vinette Thomas, Beta Phi Mu initiates, graduates and guests. And especially to Karen Erani for inviting me to speak today. This is an honor.

Today I am going to talk about Dreams, Resilience and Making a Difference. Our goal as we embark on this journey is to make a difference. Whether we leave Pratt to become a school librarian, a legal or medical librarian, a UX designer, an archivist, we do so to serve the information needs of some group of people.

We came with our dreams of what that life will be like. We study, we make sense of all the messes. (I think I see every class I took here in this picture)… and we deliver a neatly organized and usable semblance of information our users and patrons need.

But between our dreams and our goal of making a difference is resilience. Resilience is a quality that allows us to cope with whatever the world throws at us. And because we stand between the deluge of Information and the people we serve sometimes it can feel like this [photo of lone house after a flood]. We hope to be strong like this house built to survive the floodwaters of Hurricane Ike in July 2008. We don’t expect to face this exact scenario of course….

800px-Home_designed_to_resist_flood_waters

Usually, it’s a smaller disaster, a mess that you wish was neater…Even this [photo of moldy files] is probably more than most of us will ever deal with, but we studied to learn the frameworks for sorting through whatever is thrown at us, and we persevere.

So let’s unpack this. Resilience. It’s the capacity to recover quickly from difficulties; toughness. In materials science, it’s elasticity or the ability of a substance or object to spring back into shape. We call this “bouncing back” for a reason.

So, when I told Karen that I wanted to talk about resilience, I didn’t know that was also going to be the subject of Adam Grant’s address to the graduating class at Utah State University last weekend. I guess it’s a common theme.

You may know that Adam Grant is a professor of organizational psychology at the Wharton School at the University of Pennsylvania, and that he recently published a book, Option B, with Facebook’s Sheryl Sandberg on the topic of resilience. Grant’s speech reviewed typical topics for commencement addresses and boiled them down to three virtues: generosity, authenticity, and grit, for which resilience is the key component.

  • Being generous on the days when you lose faith in humanity
  • Staying true to yourself on the days when others lose faith in you
  • Persevering on the days when you lose faith in yourself

In Grant’s words, too much of any of these three qualities diminishes your ability to bounce back from adversities. We may think that grit resembles resilience the most. Toughness and an ability to persevere can get you through trouble, but go too far and you are no longer able to help others or align your actions with the dreams that make you who you are. If you are too tough you can’t bounce back. If you are too generous, you may lose yourself.

I had trouble with the idea of being too authentic, but maybe it has to do with holding to tightly onto ways that have worked in the past that may not be helpful in the current situation. We’ll get back to this. But enough of Adam. Back to my talk.

Resilience is the quality that lets you follow your dreams so you can make a difference. It’s more than grit (and this is where my presentation departs a bit from Adam Grant’s). To practice resilience, you need to have an action plan for when things don’t go your way and another plan for mitigating the bad things that do inevitably happen [See NYC’s Ready New York Guides]. This is essential practice in emergency management, which is an area I have studied for many years, predating my time at Pratt.

If you are safe, whether that means financially or physically secure, you are in a better place to help others. If you are mindful, you can understand where your needs and capabilities fit into a given situation, and where you don’t, or where you may need to ask for help. And with a solid plan, you have a framework for doing your best even if it is something you haven’t done before or aren’t sure you are up to.

Security and planning are the same in institutional resilience. There are elements to mindfulness in institutional resilience but it manifests itself as a kind of transparency and situational awareness that is common throughout the team and the partners dealing with an incident. Emergency responders call this a COP: Common Operating Plan (or Picture). It’s a playbook that everyone knows by heart and can be augmented by information technologies.

I came to Pratt for guidance on the frameworks that help to sort information, particularly about the resilience of Cities, because I, along with many other GIS people who had volunteered at the 9/11 rescue and recovery, had a dream to ensure that the work of those who mapped the disaster would be preserved and understood as a component of our city’s core resilience.

9/11 was a difficult experience to go through—I don’t know how many of you were in NY at the time—But while it was unique in its own way, disasters of its magnitude are not uncommon here in the US and worldwide. Whether man-made disasters like 9/11/2001 or natural disasters like Hurricane Katrina’s devastation on the Gulf Coast in 2005; or a combination, as in the Tohoku Tsunami that led to a nuclear meltdown in Fukushima, Japan in 2013. Preparation for an emergency event begins with gathering resources, mapping them, and ensuring that the action plan is delivered to the right people.

Fireman soot

What happened next was a kind of mass, volunteer mobilization that could never have happened by the book. I was a part of a GIS user group called GISMO, who had been working slowly and not particularly successfully to get city agencies to exchange maps and underlying data. Unfortunately, we weren’t really prepared for this magnitude of devastation. But we had some hope and some really smart people, who were already figuring these things out.

The first meetings in response to the WTC attacks took place at the Department of Environmental Protection, who had responsibility for water, sewer and air quality systems throughout the city, which were particularly vulnerable. It soon became clear that a larger space would be needed to produce the maps and information required by emergency response teams. The Emergency Mapping and Data Center, or EMDC, was established on Pier 92 on the Hudson River and served as a headquarters for the rescue, recovery and mitigation efforts of city, federal and military teams.

These initial efforts and the partnerships that arose out of the EMDC formed what would become policies, toolsets and a “common operating picture” that would prepare the City for future incidents requiring collaboration among many different agencies and partners.

Innovations in response processes, tools and equipment have been documented and were presented at a ten-year retrospective held at the Technology in Government conference in 2011, called the NYC GeoSymposium 2001-2011-2021.

This is a poster I created for the symposium outlining ten years of incidents reported by the Office of Emergency Management:

OEM-Timeline-Detail

Here is a detail from my ArcGIS Explorer presentation:

WTC-ArcExplorer-Example

Some of the tools and artifacts that were created include updates to the very first citywide basemap, to be called NYCMAP. This map, first shot in 1999, combined aerial photography with street and building data to give a bird’s eye view of the City and its surface infrastructure. NYCMAP has developed into many versions of publicly accessible maps that are now available on the City Planning department’s website. For example, the Hurricane Evacuation Zone Finder was created in 2006 in response to Hurricane Katrina. During Hurricane Irene in 2011, WNYC.org and The NY Times created their own versions of maps that users could update with their own conditions reports.

After the WTC attack, a new Office of Emergency Management was built in Brooklyn, away from City Offices but with quick access to downtown Manhattan via the Brooklyn Bridge. It was originally created as an office of the Mayor but has since become a fully fledged Emergency Management department. Here is the floor plan of New York City’s Emergency Operations Center, located in Brooklyn near Cadman Plaza north of the courthouses.

OEM-Floor-Plan

It gives a sense of how various response partners are organized on site. It’s sort of a physical information architecture. During a large-scale event, including weather events, multiple agencies are on hand to inform and take guidance from Emergency Management. Agencies are grouped by type of service with GIS at the “prow” and Admin/Logistics in back, with public (left) and infrastructure groups (right) flanking the Command Station. This space is used during active incidents. The Watch Command Center is Operational at all times.

Here are some photographs of what these facilities look like:

OEM-Photos

This is what a command center looks like at individual departments like FDNY:

FDNY-Command-Center

One of the results of allowing a large-scale volunteer collaboration like we had at Pier 92 (perhaps also due to the huge economic hit 9/11 had on our City) and a convergence of new technology and crowd-sourcing solutions was an increase in transparency of data and citizen participation.

This included open data initiatives from Federal to local levels, nationwide, app contests, hackathons and growing participation from citizen mappers and data scientists. This Year’s BigApps Contest will present its Finalist Expo and Awards Ceremony at Civic Hall on May 23. Go to Bigapps.nyc for tickets. They will run out quickly.

Notify NYC was another effort to inform citizens of localized incidents, via phone, web, email and SMS. Staffed by OEM Watch Commanders, Notify NYC is also available via Twitter & RSS. Multichannel public communications, including social media, allow citizens to connect with government agencies, report nuisances like rats and electric outages and access emergency preparedness resources.

So back to the dream my colleagues at GISMO and I had about creating a center of geospatial information. It’s becoming a reality.

The Center for Geospatial Innovation has been created with funding from the Fund for the City of New York. Alan Leidner, former GIS Director and Assistant Commissioner of the NYC Department of Information Technology and Telecommunications is the director. A 9/11 Geospatial Archive is a key project along with the Coalition of Geospatial Information Technology Organizations, or COGITO, which I am coordinating with additional funding from FCNY. We have collected over 650 digital and physical items including videos, maps and electronic geospatial data, as well as all of the presentations from the 2011 NYC GeoSymposium and other events.

Here are examples of some of the materials we have collected.

  • Maps of Restriction zones and affected facilities prepared by the FDNY and geographers at the Emergency Mapping Center at Pier 92.
  • Aerial photos.
  • LIDAR images showing the extent of damage. (These were created at the Emergency Mapping and Data Center on September 17).
  • We also have heat maps showing the extent of the fires burning beneath the rubble.
  • Maps showing the Structural Status of buildings in the vicinity of the attack. (These were created on September 21, 2001 by Urban Data Solutions, a commercial partner).
  • Maps of recovered personal objects and human remains.
  • We also have a large number of photographs of activity at the Emergency Mapping and Data Center at Pier 92. [Alan Leidner is in the white shirt and beard over here on the left].

EMDC-1 EMDC-2

We have been able to collect names of geographers who participated in rescue and recovery from sign-in sheets, meeting notes and other documentation. LinkedIn has been a great way to find out where people who participated then are now, so we can interview them to discover additional artifacts that may be hidden in personal or official collections. We also have video interviews from the week following 9/11 identifying participants.

Handwritten notes and sign-in sheets from Department of Environmental Protection

An interesting document outlined the chronology of activities from September 11 to October 12. This document contains information about participants and lessons learned in the weeks following the attack. This is resilience in action, since it was deliberately created at a time of crisis but forms policies and planning for future events. The chronology also lists participant agencies, vendors and volunteers.

In addition to the archive, the Center for Geospatial Innovation is developing outreach to GIS and Geospatial oriented groups to advise on research and development activities. COGITO: the NYC Coalition of Geospatial Information and Technology Organizations is comprised of leaders of several NYC-area and regional GIS groups. It serves as the center of an organized geospatial ecosystem in NYC and is developing activities to keep its constituent members informed of GIS opportunities, education and resources in the region.

COGITO participants include local and national GIS associations, Meetup and affinity groups, as well as university spatial data and visualization labs, including Pratt SAVI, Hunter College, CUNY Graduate School, Columbia and others. We also work with GIS offices throughout New York State to report on tools and processes that can build resilience in other local areas.

The vision for the Center for Geospatial Innovation is a City that has the ability to bounce back, Resilience, through collaboration, communication and transparency, to meet challenges like climate change, “bad actors”, or anything else that comes our way. And to recognize the historical importance and value of those who participated in creating the systems that make our City resilient. We welcome you to participate and learn about the geospatial tools that support our City’s ability to return from adversities, stronger and better prepared.

Thanks again for the opportunity to present and congratulations graduates!

If you would like to learn more about COGITO, the 9/11 Geographic Archive or if you have materials or stories that may be of interest to our future researchers and partners, please feel free to contact me.

Correction: The Center for Geospatial Innovation was referenced as the NYC Geospatial Technology Center in the original talk. Center for Geospatial Innovation is the correct name of the institution.

The Best User Experience Education Programs in NYC

I answer questions about UX, Information Architecture and other topics on Quora. A selection of these answers will be reposted on Medium with occasional, minor editing for clarity.

What are the best User Experience education programs based in New York? Are there any college accredited programs?

NYU has a degree in its Interactive Telecommunications Program (ITP) which I believe is one of the oldest, if not the oldest, Masters program in the field.

School of Visual Arts has a highly regarded MFA program in Interaction Design. The founder Liz Danzico is now head of UX at NPR.

Pratt School of Information just started offering a masters in Information Experience Design (M.S.). I took the courses for a UX concentration for my MSLIS degree before the program was formalized in 2015. The teaching staff is quite good, with many industry leaders in adjunct roles. Pratt also offers a design BFA and MFA that includes UX.

Parsons School of Design at the New School offers undergraduate and graduate programs that cover UX but are along more traditional disciplines (communications design, product design, industrial design, design and technology, transdisciplinary design). The idea is that UX is necessary within all these areas.

There are several professional programs that offer Certificate/boot camp courses. Recruiters are mixed on the value of the programs, but they are good continuing education options or for transferring into the field. They are not highly regarded as a replacement for a BA, though could be an alternative to a Masters degree.

An alternative might be to enter into a traditional Library and Information Science program. There are a few accredited LIS programs in the NYC area, including Pratt Institute, Queens College, St. Johns University and Long Island University in New York City and Rutgers University in New Brunswick, New Jersey. These programs teach the fundamentals of knowledge organization, information seeking behavior, taxonomic theory and related technologies, and have a growing interest in providing courses in user experience topics.

Diversity and Inclusion in Wikipedia: Reflections on IA Summit 2017

I was honored once again to represent Wikipedia at the 2017 Information Architecture Summit team is in Vancouver last month. The IA Summit is an annual conference of the Association for Information Science and Technology (ASIS&T). It was hosted at the Hyatt Regency Vancouver on March 22-26 where I led two Wikipedia sessions. On Saturday afternoon, March 25, I presented a talk called Diversity and Inclusion in Wikipedia which was aligned with the conference theme of diversity in information architecture and UX design. Then on Sunday, March 26, I hosted a Wikipedia IA Edit-a-thon during the lunch session.

View of Vancouver from my hotel
View of Vancouver from my hotel

Prior to the session, my husband and I did some sightseeing to take in the diversity of the city. After breakfast in Gastown Friday morning, we stopped at the Vancouver Police Museum, which is in a poor neighborhood, with remnants of women’s residences and SROs, soup kitchens and storefront churches. The museum is located in the former Coroner’s Building, next to an active police station. We almost didn’t go into the museum, due to a homeless man sleeping in the entrance, with his blanket and the remains of a meal from the prior night. We wondered if maybe it was not open that day, but as we were turning to leave, a docent arrived with the keys to open up. She later told us that the man has been a regular feature at the museum for about three years. They do what they can to make sure he is safe and warm, she said, but the city is unfortunately seeing an epidemic of drug use and homelessness, and has been forced to become very creative in addressing the problem.

Inside the museum were exhibits on confiscated weapons, youth gangs and unsolved murders, and a preserved coroner’s exam room with two examining tables and a bullet hole in the window over one of the sinks. The story behind it was classic gangster: Someone didn’t want evidence revealed, so they tried to assassinate the Coroner while he was performing an autopsy. The Coroner survived and the shooter was charged.

As interesting as that was, I was there to explore diversity so I turned to the exhibit on youth violence. Many groups were represented including (Southeast Asian) Indian, White, First Nation and other groups. The exhibit addressed the challenges of policing in a diverse community and offered ways to promote dialog between youth and law enforcement. It was a thought-provoking display.

[quote align=”center” color=”#999999″]Not all people who self-identify or are identified with the same group share he same outlooks, values or ideas.”[/quote]

I found the following panel which provides good insight for being sensitive to diverse populations, and which I mentioned during my talk, since it calls to mind the sensitivity needed when describing people or groups in a Wikipedia article.

 

Diversity within groups diverse, display at Vancouver Police Museum exhibit on youth-police relationship
Image by Noreen Whysel. March 24, 2017.

After the Police Museum, we took a walk around Vancouver’s historic Chinatown, led by tour guide Robert Sung, to learn about one of the many diverse groups who have made their home in one of the Pacific Northwest’s most diverse and beautiful cities. During the tour, which included Dr. Sun Yat Sen Garden, pastry and BBQ pork shops, an herbal remedy store, a Buddhist temple and a master tea salon, we learned about the community’s quest for balance between older ways and assimilation with BC culture. Our guide described not only the Chinese population but also the population of addicted drug users living in the neighborhood. At a statue commemorating the Chinese participation in the railroads and World War II, an older Chinese woman approached us, smoking marijuana. She smiled and greeted us, politely tapped out her joint, placed it in a container, and proceeded to explain her point of view as to what British Columbia owes to the Chinese settlers. Our guide thanked her for offering her point of view, and we went on to get dim sum.

Back at the Hyatt the next day, and setting the stage for my presentation was a very interesting panel discussion, Indigitization: Supporting the Digitization, Preservation, and Management of Indigenous Community Knowledge, discussing the University of British Columbia’s Indigitization project, an effort to preserve fragments of indigenous community knowledge on rapidly deteriorating magnetic media. Panelists included Alissa Cherry, research manager at the Audrey & Harry Hawthorn Library & Archives at the Museum of Anthropology at UBC, Sarah DuPont, Indigitization project manager and Aboriginal Engagement Librarian at UBC Library, and Indigitization project technology lead, Gerry Lawson, a member of the Heiltsuk First Nations and coordinator for the Oral History and Language Lab, at the UBC Museum of Anthropology.

IMG_1664
Image from Twitter by Marianne Sweeny, used with permission. @msweeny: “Helping cultures preserve their assets is a critical role for IA, UX and content as well @IAsummit @asist_org” March 25, 2017.

[quote align=”center” color=”#999999″]“The panelists in this session share an awareness that existing information practices are firmly rooted in Western knowledge systems that are not always appropriate when dealing with Indigenous traditional knowledge” — IA Summit Featured Events email[/quote]

Image from Twitter by Jackie Wolf, used with permission. @flaxenhaircynic: “Great discussion of the archival challenges of First Nations oral traditions #ias17 @IAsummit @asist_org @xpaigen @dupontsarah @LawsonGerry” March 25, 2017.
Image from Twitter by Jackie Wolf, used with permission. @flaxenhaircynic: “Great discussion of the archival challenges of First Nations oral traditions #ias17 @IAsummit @asist_org @xpaigen @dupontsarah @LawsonGerry” March 25, 2017.

Following this panel, my session on Diversity and Inclusion covered efforts by The Wikimedia Foundation (WMF) to improve the creation and discovery of content about underrepresented groups. I spoke about WMF funded projects like Women in Red, Art+Feminism, Wiki Loves Pride, AfroCROWD, Indigenous Film and Media and Indigenous Storytellers WikiThon. I presented a deck that included many of the slides from the Art + Feminism training presentation, showing ways that Wikipedia content rules may both support diversity and inadvertently promote bias, as well as ways IA professionals can develop considered approaches to improving discoverability within Wikipedia guidelines by employing strategic tagging, categories and linked Wikidata. I encouraged participants to seek out and attend Wikipedia events in their area.

Twitter comments about the Diversity and Inclusion in Wikipedia session at IA Summit 2017
Twitter comments about the Diversity and Inclusion in Wikipedia session at IA Summit 2017

On Sunday, March 26, I hosted a Wikipedia editathon during the lunch session. While brief relative to a more traditional Wikipedia edit-a-thon, this session was meant to give attendees an opportunity to learn about editing tools that may be useful to information architects and knowledge professionals and also presented an easy way to make a meaningful contribution to the encyclopedia.

We welcomed student volunteers and facilitators from the IA community as well as the local Vancouver area to help out at the Edit-a-thon. This was a great opportunity for community engagement at one of the premier Information Architecture conferences. Unfortunately a UBC librarian (and Vancouver Wikimedian) whom I had invited to help facilitate was unable to attend due to illness. I didn’t blame anyone for not wanting to come into town, as it was a rather dreary, rainy weekend.

Image by Noreen Whysel. March 26, 2017.
Image by Noreen Whysel. March 26, 2017.

Ten people attended the Edit-a-thon lunch, including three facilitators. Conference co-chair Marianne Sweeny, Veronica Erb and myself helped walk new users through how to edit and save an article, add a category and select articles to work on from the event dashboard. About half of the attendees already had Wikipedia editing experience and half were new to editing. Most understood how to make edits and were curious about Wikidata and categorization tools. Most of the attendees signed into the dashboard and assigned themselves an article. A few felt confident enough to make some contributions.

I was hoping to recruit editors for WikiProject Information Architecture, which has a dual purpose to make Information Architecture tools and processes discoverable and to offer our IA experience to the Wikipedia community to improve discoverability of topics generally. Since the session was short, roughly 45 minutes including retrieving a lunch from another floor, we anticipated mostly learning and a small amount of editing. That said, seven people made contributions to pages tagged by WikiProject Information Architecture including at least one person working offsite.

IA Wikipedia Edit-a-Thon at IA Summit. Images by Noreen Whysel. March 27, 2017

IMG_1640
IA Wikipedia Edit-a-Thon at IA Summit. Images by Noreen Whysel. March 26, 2017.

We tried out the new Outreach Dashboard from WMF Labs for tracking Wikipedia editing events and found it to be quite simple to use, though not all participants registered and it wasn’t clear that all pages the attendees worked on were included. As an information tool, the dashboard helps keep track of who registered (by Wikipedia username), which articles they worked on, how many edits they made and the total data added in kilobytes. A full count of the impact of the session will be included on the WikiProject Information Architecture site.

In spite of being a brief session, I believe we made a strong case for bringing information architecture skills to the table, so to speak, to improve information in Wikipedia. New editors were quite interested in the power of infoboxes and Wikidata to reach beyond the encyclopedia to augment discovery of important topics. Alas, I was disappointed to find when I returned home that WikiProject Information Architecture was marked for deletion, pending an explanation and evidence for preserving these efforts. I was grateful this didn’t happen before my event, but acknowledge that it has been difficult to move the community beyond the kind of support that gets Wikipedia sessions on the schedule at a major conference toward active participation and hands on editing. My aspiration is that if I have engaged forty people to attend a talk about diversity in Wikipedia and ten people to participate in an Edit-a-thon, perhaps more will follow.

Anyone who may be interested in participation should sign up and start editing at WikiProject Information Architecture: https://en.wikipedia.org/wiki/Wikipedia:WikiProject_Information_Architecture.

Links:

Diversity and Inclusion in Wikipedia Slide Deck: https://www.slideshare.net/mobile/nwhysel/diversity-and-inclusion-in-wikipedia

IA Wikipedia Edit-a-Thon Training Deck: https://www.slideshare.net/mobile/nwhysel/ia-wikipedia-editathon

WikiProject Information Architecture: https://en.wikipedia.org/wiki/Wikipedia:WikiProject_Information_Architecture

IA Summit Vancouver: http://iasummit.org

Wikipedia Session Descriptions: https://iasummit2017.sched.com/type/community+working+session

Outreach Dashboard: https://outreachdashboard.wmflabs.org/courses/Information_Architecture_Summit/IA_and_Wikipedia/students