Happy New Health Plan: Choosing a Plan for an Uncertain 2018

It’s that time of year again: Open enrollment for marketplace health plans, and the choices are no less daunting this year. If you recall last year, Decision Fish published an article, Health Insurance Enrollment: A Superhuman Decision in which we noted that people tend to respond to the choice and information overload presented by this type of decision with (biased) short-cuts (heuristics), procrastination and a general feeling of unhappiness.

This year’s decision is exacerbated by a much shorter enrollment period and uncertainty regarding subsidies the government would make available to insurance companies, which in turn led companies to price their plans without a clear picture of the actual costs. Insurers are passing along that uncertainty to subscribers in the form of much higher premiums. In our case, our current plan has been eliminated and the closest plan for 2018 is going to be about $600 more per month in premiums, albeit with a slightly lower deductible.

If you are purchasing a health insurance plan for 2018 through a State or Federal marketplace, open enrollment is November 1 to December 31 in most areas. Where we live in New York, enrollment was extended with a start date of November 16.

The NY State of Health marketplace websites lists 23 companies and 48 pages of plans. At ten plans per page, that’s nearly 500 options. If you are purchasing a family plan with a subsidy, your choices narrow to seven pages, but that is still 70 plans to review.

For most people a much shortened period, compared with last year, as well as additional barriers such as mandatory maintenance of the Federal Healthcare.gov site on most Sundays during the enrollment period, means subscribers have less time to evaluate an increasingly complex set of services and much more chance of succumbing to cognitive biases that can impair an optimal choice.

So, how does one make an effective choice?

We recommend following a similar process outlined in last year’s article. We were somewhat gratified that our 2017 plan was discontinued as it likely mean we picked one that favored subscribers. But even if it hadn’t been eliminated it makes sense to re-evaluate our situation based on our expectation of upcoming expenses.

Consider changes in your personal and family makeup, such as a new job, new baby or a child entering college that can affect your coverage needs. As can reaching the age 50 bump which means fun new tests or treatment (colonoscopy, anyone?) or reaching an age where Medicare becomes available.

Given the uncertainty of the healthcare market and the uncertainty of our own earnings for 2018, we selected the least expensive plan that will cover all of the likely procedures and doctor visits we expect for the new year. This frees up funds that we can invest or have on hand for emergencies and allows us to afford an occasional out of network visit, if needed.

Best of health to you in 2018!

On Accessibility Resources and PhD Salaries

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 November.

What are the best, most credible, and reliable online resources for accessibility and UX/UI best practices?

Answered November 26, 2017

Because federal websites in the US are required to design to strict accessibility rules, Usability.gov is an excellent resource. Simple layout with best practices for accessibility. The Interaction Design Foundation has Accessibility resources (What is Accessibility?) that are more international in scope.

An expert in accessibility that I follow is Whitney Quesenbery. She wrote a book on accessible design for Rosenfeld Media and is a frequent contributor at UX Matters (Whitney Quesenbery).

What salary should I expect to discuss as a UX designer with a PhD plus eight years experience?

Answered November 16, 2017

I believe it depends on the role. Most of the positions I’ve seen that require a PhD tend to be more quantitative or have a data science component where a PhD would indicate competence. These positions pay higher salaries because of the quantitative requirement. For positions that’s do not have a heavily quantitative role, subject matter expertise or teaching experience from a PhD program could qualify you for higher pay or a more senior role.

There are several salary surveys which may indicate a base salary for UX designers with various degrees. These should give you a starting point.

Comparably

IA Institute Salary & Skills Research

UXPA 2016 Salary Survey Results

UX Portfolios, Awards, Priorities and Why Is the User Often “Female”

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 October.

What is the most important thing in UX design?

Answered October 31, 2017

The User.

As an in-house UX designer that is about to change a job, how do you update your portfolio? Do you add your in-house work/findings to it or work on other projects?

Answered October 25, 2017

Good advice so far on creating a portfolio and getting permission to include materials. And also a reminder that even if you are not considering a change in jobs it is always a good idea to keep up to date on portfolio projects as they are completed so you don’t have to scramble to remember what you did months or years later when you decide to look for something new.

You still need to ask permission to include work in a personal portfolio, but a smart design department will understand the value of keeping a record of quality work performed as an example for future projects, staff, clients or the public. Even better if you can get your manager to let you present your work at an industry conference. Often slide decks are made available publicly via Slidesharre or the conference library, offering an additional record of your (and your company’s) best work.

Why is the term “user” in most IT books a female (at least in the web design related literature)?

Answered October 24, 2017

One of the ways to develop empathy for your users when designing a product is to introduce stories, scenarios and personas that reflect a broad view of the types of users you are designing for, so that you can be sensitive to their needs within the category of users they represent. In writing, referring to the user with a female pronoun triggers empathy, not necessarily because it’s female but because it’s different, and therefore noticeable. We are rather used to the generic, male pronoun form in writing and even thinking about people in general, so when we see the female pronoun it strikes us as something noticeably different. We start to pay attention to “her” as a person and not just a generic “user.” It’s kind of a neat, and pretty subtle, psychological trick.

It seems weird that the same button initiates “publicly sharing” and ‘privately sending’ something on my phone. Is this a UX flaw?

Answered October 19, 2017

If what you are referring to is the Share icon, the little box with an arrow pointing up, then think of it more as a “Process This” button instead of Share or Send. What it does is pass information about the item you are starting on to a program that will process it in some way. If you select a social program it will share it, if you select a file drive it will save it, if you select a mail client it will send it, if you select a password manager, it will give you the password, etc. in other words “Take this and do something with it.”

Where can I find great, award winning examples of UI design for responsive websites that are heavy on data (lots of tables, charts, graphs, et cetera)?

Answered October 13, 2017

First, look at the awards. Here are some big ones:

UX Awards: The Premier Awards for Exceptional Digital Experience

The Webby Awards

Best Responsive Design Websites (Awwwards)
Next look at related awards that focus on info graphics, visualization or data science. (These may or may not be websites). Here are a couple:

Data & Analytics Excellence Awards (Gartner)

Tableau Awards

Data Impact Awards | Cloudera

AIGA Awards Archive

Then look at “Best of” articles. They may not be Awards but are curated lists to get you inspired. Here’s the first one that came up in my search. There are dozens like this.

20 Best Responsive Website Design Examples of 2016, Social Driver

As a UX designer, how do you balance what is best for the user and what can realistically be developed? Do you compromise UX and push towards a deadline or do you fight for the user?

Answered October 13, 2017

We do occasionally have deadlines or budget limitations that force a compromise among a list of needed UX improvements. You can prioritize improvements by applying a severity metric and choosing the ones that will have the most impact, saving others for later sprints. You can also prioritize the easier fixes, particularly those that provide data that support other improvements in a future sprint. If planned well, some of these fixes will improve traffic (or sales or flow) well enough to justify the next set of sprints. Ultimately as the UX designer, your influence may be limited to what you can convince the product team lead to decide. As long as you are advocating for the user, you are doing your job.

The Best Time to Bring in a UX Expert

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 is a question I answered in September.

When is the best time to bring in a UX expert, when you are first building a product or after you have user data?

September 28, 2017

I work as a UX consultant on a digital ID standard. One of the areas I am researching is usability of identity management products and services. Some of the companies I have interviewed are very small, one or two person startups that do not have budget for outside expertise and others are very large, nationally known brands that themselves have not allocated budget for UX testing. In some cases the product managers and developers are very interested in user experience of their products while others interpret “user” as an electronic agent rather than a human at a computer or device, so invest little to no dollars on UX.

Those who do understand the importance of UX, particularly products intended for the mass consumer market or those for purposes involving repetitive or multitasking/heavy attention load activity that may lead to potential worker injury, for example, will follow usability guidelines such as NNGroup/Jakob Nielsen/Don Norman’s research or actively seek outside UX expertise. At the very least, all user facing products should do some UX studies, sit with users and stakeholders who understand user needs, complaints and feedback and identify key user tasks and potential negative outcomes. Do these exercises at every step of development particularly pre launch and when introducing changes (even if they seem minor).

For our financial wellness tools at Decision Fish, we tested with dozens of prospective users very early, well before launching our first web app, when it was still just an Excel spreadsheet! We did surveys and interviews on how people manage their finances. We watched people use all kinds of personal finance tools from paper to software to just thinking it through. We surveyed them about their pain points. We observed individuals and couples as they walked through our alpha modules and asked them directly to tell us what we are doing wrong. We pivoted quite a bit based on user input.

We even offered financial coaching sessions to prospective users and partners to get deeper feedback into individual concerns. In doing so, we discovered underrepresented use categories that challenged some of the assumptions we made in our design. We collected contact info on interested users for a beta test once we launch and will be offering it as a pilot to companies and partners who are interested in providing it as an employee benefit.

All of the data and feedback we gathered in these sessions helped us to develop our product and adjust our assumptions of how to present information and guide our decision-making tool. All this has happened well before we had actual user data to analyze. That will be our next step, to create a plan for analyzing and learning from our users when we’ve launched and have data to look at. But we will continue to observe, coach and survey users, because we expect continual improvements and adjustments. Because we want our decision tool to be the best it can be for our users.

Decision Fish Named Best for NYC by Mayor’s Office

On Tuesday, September 19, 2017, the New York City Mayor’s Office of Workforce Development and B Lab recognized Decision Fish as one of 14 Best for NYC Changemakers.  According to the awards committee, “Best for NYC Changemakers are redefining business success by creating quality jobs, building stronger communities, and supporting a more sustainable environment.” Decision Fish is very proud to be a part of this progressive community.

Decision Fish accepts Best for NYC Changemaker Award
Brett Whysel, CEO of Decision Fish, left, and Noreen Whysel, COO of Decision Fish, right, celebrate with Rose DeStefano, center, of the Mayors Office of Workforce Development.

Decision Fish won the 2017 Best for NYC award in the category of Financial Empowerment, along with coffee purveyor Cafe Grumpy. The category reflects our mission to help people make wise financial decisions step-by-step with friendly and independent online decision support tools.

Best for NYC is a campaign and set of business tools designed to enhance business competitiveness and improve quality of life for workers. Launched by the New York City Economic Development Corporation (NYCEDC) and powered by the nonprofit organization B Lab, together with the support of community-based organizations, local chambers of commerce, and city agencies, Best for NYC inspires and equips NYC businesses to improve jobs, strengthen communities, and preserve the environment. It is a citywide movement of people using business as a force for good.

Best for NYC centers around the Best for NYC Challenge, a holistic online business assessment which calculates a company’s performance across multiple categories, such as community   impact, environmental impact, and job quality. Once complete, the Challenge generates a scored snapshot of the business’s performance, at which point a business can compare itself to others their size and in their industry. They also have the option of accessing best practice and improvement guides. Best for NYC participants are given opportunities to strengthen their bottom line through marketing collateral, employee engagement strategies, and a connection to a values-aligned network.

Decision Fish is proud to recognized by the City of New York as a business leader for our efforts improve our home town and the quality of life for New Yorkers and all Americans. To learn more, visit Best For NYC or Contact Us.

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.

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.