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UX Design Newsletter – July 2013

In This Issue

Deepa S. ReddyEthnography is Everywhere

HFI Writer Deepa S. Reddy, Ph.D.
Market research often forgets that ethnography is an approach to deciphering culture, not just a data gathering method.

Eric SchafferMessage from the CEO

Dr. Eric Schaffer, Ph.D., CUA,CXA, CPE, Founder and CEO of HFI, offers practical advice.

Ethnography is Everywhere

What Is Ethnography?

Ethnography seems to have acquired a new cachet in the last decade. It appears practically everywhere in business and consumer research: it’s the new marketing buzzword, a must-have in a designer toolkit, a shorthand reference to qualitative research. Everyone speaks of “ethnography” as a straightforward people-watching, people-studying tool. Everyone appears to be doing ethnography, too, in short or long stints, using a mixed bag of observation and interviews for data collection, and generating a range of visual (photos, videos, visualizations) and written outputs. If design is social, and we all seem to agree that it is, then ethnography is the means to access this sociality.

For me, and particularly for the students I advise and teach at the University of Houston-Clear Lake, this is a fantastic development. Here are new ways to integrate anthropological approaches with those of business and design, so many fresh opportunities to help transform people’s experiences of their worlds, and a host of new reasons to feel inspired by what it is that I, as an anthropologist, had always set my heart on doing.

The trouble is that ethnography has also become industry jargon, used to describe quite a range of qualitative consumer research approaches, often diluting ethnography to simply another way to generate a “real-world understanding” of consumers.

The other trouble is that ethnography, classically conceived and thoroughly executed, requires some fairly intensive field studies. Its focus is on studying people and practices in their native contexts: for example, hanging out with phone or washing machine users or children in classrooms in order to elicit their stories — to therefore generate product ideas and design solutions that speak intimately and meaningfully to local needs. Just one outcome of research of this depth produced the Intel’s Classmate PC: a rugged, low-cost personal computer for children in emerging markets. Thanks to the time and effort involved, however, such approaches can be as expensive as they are effective.


But does this mean that those who cannot immediately commence extensive field studies are stuck at the shallow end of research? Not necessarily.

What market research often forgets is that ethnography is an approach to deciphering culture, not just a data gathering method. How can we draw on these approaches without going too shallow or very deep?

Frameworks for interpretation

Unfortunately, there are no cookie-cutter formulae that allow us to simply and systematically amass information about people and culture, nor any real substitute for thorough, well-designed in-place field research. But here are some key techniques, borrowed and adapted from ethnography as anthropologists conduct it, by which to guide inquiry toward specific cultural forms and processes that are the all-important clues to effective design:

  1. Understand social organization

    Long an anthropological preoccupation, familiarization with the structure and organization of communities at the familial, societal, and national levels can be key to understanding social hierarchy and diversity, and therefore norms, allegiances, and relationships. Structure offers a snapshot of a culture’s own regulatory frameworks. In what sort of race/class/ethnic social groupings are communities organized? Who belongs in which group, and who doesn’t? What impact do these realities have on access to services and resources? Countries with greater non-governmental organization activity would be contexts in which communities are more disconnected from state resources, potentially searching for alternative routes to address basic needs.

    Social form also provides clues to understanding emotion and affect, crucial to building emotive appeal. Key concepts—for instance, saudade in Brazil (literally, the love that remains; nostalgia, longing), the multiple words used to describe “shame” in Arabic, or amae (dependence, respect, and obligation) in Japan—provide intimate insight into the organization of social life, and tell us a great deal about permissible emotional expression, the distinctions of public and private, individual and collective responsibility, authority, and so on. These ideas, in turn, point out what is meaningful in a culture and how, or what must be negotiated for effective design innovation.

  2. Understand exchange

    Also a classic anthropological focus, exchange tells us about the values people assign to goods, relationships, and resources.

    By following objects as they are exchanged for money, gifts, in sharing arrangements and more, we track human networks. We learn also about how equivalencies are created — advice on college admissions exchanged for money here, for flowers there, expected to be free elsewhere — and the relationships that create such modulations. Gifts are often carefully computed metrics by which social relationships are maintained, challenged, or enhanced at key moments in a life or during the year. The terms “fong kong” and “zhing zhong,” used in southern Africa to refer to cheap, low quality, or counterfeit goods manufactured in China, are important clues to understanding the value (or lack thereof) attached to certain cultural forms. Copycat products lacking originality, aesthetic appeal, and technical capability suffer the “fong kong curse” precisely because they do not deliver the social progress and prestige that local communities are seeking. To boot, they replace local manufacturing!

    James Jeffrey, http://www.flickr.com/photos/jjeffreys/4156940683/, CC:BY 2.0,http://creativecommons.org/licenses/by/2.0/

  3. Understand aspirations in the here and now

    Here we focus on obtaining a cultural snapshot of the present moment, to complement more overarching insights about tendencies. What are the most burning issues that recur on newspaper headlines, or in public conversation? What are the local debates, what images and stories are in circulation? These tell us about existing discontents, changes to old structures and institutions, the articulations of new ideologies and aspirations. For example, many younger Nigerians refer to their country as “Naija”; such new terminologies tell us about changing identity, national dissent, and youth expression.

    Advertisements can also provide interesting (albeit untested) indices of current shifts. For instance: the Indian electrical equipment company Havells’ recent series of TV advertisements for ceiling fans show young Indians turning tables on a series of conventional decisions (naming a child by religion, taking a husband’s name on marriage, not eating meals with household help) with the tag-line: “Hawa badlegi” [the winds will change].

  4. Above all: Understand Native Points of View

    The importance of understanding cultures from native points of view is at the core of all the points thus far presented, but it bears highlighting. For example: How do people experience the internet? Never the same way in two places, for information flow is regulated by telecom providers, governments, infrastructural realities, and human needs and habits in different ways. How do people cope with border crossings, migration, and diaspora? Some will fight for cultural rights in new homelands — whereas others are willing to make unthinkable compromises: “pure vegetarian” Indian chefs cooking meat dishes to cater to client palettes, or teetotalers opening alcohol shops. How do different groups within a country debate democracy or women’s rights? There are usually many more than two opposing factions, whether in the United States or in the wide swath that is the Arab world. Being sensitive to these local textures breaks apart any lingering sense of culture as a homogenous monolith, and introduces the specific variations in perspective that could provide crucial design hooks.

    Candrews, http://www.flickr.com/photos/cjanducci/2546056457/, CC:BY 2.0,http://creativecommons.org/licenses/by/2.0/

    Each of these broad techniques will of course need to be broken down depending on the project at hand, but they act as keys to illuminate cultural practices. In-place field research would be the next logical step — but if that step cannot be taken or has to be limited, then the idea is to create an informed approach to meaningfully guide the design process.


Thanks Deepa. Very interesting article indeed. It points to the crucial importance of understanding more than the 'use' context per se, and to investigate the larger social and cultural implications involved in the use context which are more implicitly experienced by the user.

Sandrine Prom Tep

Reader comments on this and other articles.
Message from the CEO, Dr. Eric Schaffer — The Pragmatic Ergonomist

Eric Schaffer

It is a new generation of user research and it can be hard not to get confused. I think Deepa gave us some good context to see the difference. The days of getting enough context from a dozen individual interviews are over for many applications. We need this kind of larger social context in order to accommodate the complex needs of our many users. We design for the patient, but miss the caregiver who will make life-threatening omissions. We engage youth in banking, but fail to understand who makes the actual decisions. We are far beyond the simple data entry tasks of the early HCI days.

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